FRAUNHOFER USA INC: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- FRAUNHOFER USA INC (EIN 38-3203030)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-02
- IRS object ID
- 202213069349302101
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-02T11:43:24-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 381357951 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PLANTE & MORAN PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2601 CAMBRIDGE CT STE 300 | AddressLine1Txt |
| City | AUBURN HILLS | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48326 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 383203030 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRAUNHOFER USA INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FRAU | BusinessNameControlTxt |
| Phone | 7343549700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 44792 HELM STREET | AddressLine1Txt |
| City | PLYMOUTH | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48170 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ERIN SIMMONDS | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 7343549700 | PhoneNum |
| Signature | 2022-11-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ERIN | PersonFirstNm |
| Person Last | SIMMONDS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TINA PETERS | PreparerPersonNm |
| PTIN | P00904574 | PTIN |
| Phone | 2483757100 | PhoneNum |
| Preparation | 2022-11-01 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | THOMAS SCHUELKE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 44792 HELM STREET | AddressLine1Txt |
| City | PLYMOUTH | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48170 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $21,990,213 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.FRAUNHOFER.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1994 | FormationYr |
| Legal Domicile State | RI | LegalDomicileStateCd |
| Activity Or Mission | ENHANCE THE TECHNOLOGICAL COMPETENCE AND KNOWLEDGE OF THE U.S. MANUFACTURING INDUSTRY BY FOSTERING ADVANCED TECHNOLOGICAL RESEARCH AND DEVELOPMENT AND INNOVATIVE METHODS OF TECHNOLOGICAL EDUCATION FOR THE BETTERMENT OF THE GENERAL PUBLIC AND THE ACADEMIC, SCIENTIFIC, AND MANUFACTURING COMMUNITIES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 7 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 4 | VotingMembersIndependentCnt |
| Total Employee | 150 | TotalEmployeeCnt |
| Total Volunteers | 7 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $29,394,571 | PYContributionsGrantsAmt |
| CY Contributions Grants | $12,786,808 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $10,660,207 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $9,014,038 | CYProgramServiceRevenueAmt |
| PY Investment Income | -$2,228,167 | PYInvestmentIncomeAmt |
| CY Investment Income | -$908,622 | CYInvestmentIncomeAmt |
| PY Other Revenue | $219,871 | PYOtherRevenueAmt |
| CY Other Revenue | $19,542 | CYOtherRevenueAmt |
| PY Total Revenue | $38,046,482 | PYTotalRevenueAmt |
| CY Total Revenue | $20,911,766 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $822 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $4,771 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $13,025,395 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $12,652,829 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $35,784,816 | PYOtherExpensesAmt |
| CY Other Expenses | $9,150,167 | CYOtherExpensesAmt |
| PY Total Expenses | $48,811,033 | PYTotalExpensesAmt |
| CY Total Expenses | $21,807,767 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$10,764,551 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$896,001 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $48,164,998 | TotalAssetsBOYAmt |
| Total Assets EOY | $31,958,834 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $29,805,105 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $14,486,942 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $18,359,893 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $17,471,892 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE OFRAUNHOFER USA OFFERS CUSTOMIZED, ADVANCED TECHNOLOGY RESEARCH, DEVELOPMENT AND DEPLOYMENT. FRAUNHOFER USA SHALL SERVE MARKET-DRIVEN TECHNOLOGY NEEDS; PROMOTE INTERNATIONAL COOPERATION IN BUSINESS; ESTABLISH STRATEGIC ALLIANCES WITH INDUSTRY, GOVERNMENT AND ACADEMIC PARTNERS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $9,135,831 | ExpenseAmt |
| Grant | $4,771 | GrantAmt |
| Revenue | $9,044,162 | RevenueAmt |
| Desc | FRAUNHOFER USA OPERATES THREE CENTERS, SIX LOCATIONS, THROUGHOUT THE USA. EACH CENTER IS DEVOTED TO A DIFFERENT TYPE OF TECHNOLOGICAL RESEARCH, SUCH AS SUSTAINABLE ENERGY SYSTEMS AND LASER TECHNOLOGY. THE FRAUNHOFER CENTERS UNDERTAKE ADVANCED RESEARCH PROJECTS TO DEVELOP KEY TECHNOLOGICAL INNOVATIONS IN MAJOR AREAS OF PUBLIC CONCERN AND EDUCATE PARTICIPANTS IN A VARIETY OF TECHNICAL DISCIPLINES. THE RESEARCH IS DONE TO BENEFIT THE U.S. INDUSTRY AS A WHOLE, AND IS OFTEN DONE IN COLLABORATION WITH EDUCATIONAL INSTITUTIONS IN FURTHERANCE OF ITS EXEMPT SCIENTIFIC AND EDUCATIONAL PURPOSES. | Desc |
| Total Program Service Expenses | $9,135,831 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 171 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 150 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 7 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 4 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | 0 | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERIN SIMMONDS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7343544334 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 44792 HELM STREET | AddressLine1Txt |
| City | PLYMOUTH | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48170 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (16 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| ENDRIK WILHELM | |||||||||
| CHAIRMAN | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| PROF ALEXANDER KURZ | |||||||||
| VICE-CHAIRMAN | 2.00 | Yes (X) | $0 | $0 | $0 | 40.00 | |||
| J MICHAEL BOWMAN | |||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| DR BRIAN DARMODY | |||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| DR JOHN F REID | |||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| STEVE WILLIAMS | |||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| DR JOHAN FECKL | |||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | 40.00 | |||
| DR THOMAS SCHUELKE | |||||||||
| PRESIDENT | 41.35 | $283,165 | $0 | $38,881 | Yes (X) | ||||
| ERIN SIMMONDS | |||||||||
| TREASURER AND SECRETARY AS OF 12/21/21 | 42.18 | $181,826 | $0 | $38,033 | Yes (X) | ||||
| BILL CALORE - PART YEAR | |||||||||
| SECRETARY | 49.44 | $84,124 | $0 | $19,855 | Yes (X) | ||||
| STEPHEN STREATFIELD | |||||||||
| DIRECTOR - DIVISION OF BIOTECHNOLOGY AS OF 1/1/21 | 40.15 | $232,032 | $0 | $45,626 | Yes (X) | ||||
| ROBERT BLEIDT | |||||||||
| DIVISION GENERAL MANAGER | 40.15 | $381,137 | $0 | $42,716 | Yes (X) | ||||
| CRAIG BRATT | |||||||||
| DIVISION MANAGER | 40.15 | $216,891 | $0 | $42,871 | Yes (X) | ||||
| JAN NORDMANN | |||||||||
| SENIOR DIRECTOR | 40.15 | $289,906 | $0 | $44,146 | Yes (X) | ||||
| CLAES MIKAEL LINDVALL | |||||||||
| TECHNICAL DIRECTOR | 40.74 | $208,951 | $0 | $43,510 | Yes (X) | ||||
| KURT ROTH | |||||||||
| HEAD BUILDING AND ENERGY SYSTEMS | 42.39 | $196,367 | $0 | $39,773 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,074,399 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $355,411 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 33 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| FAEGRE DRINKER BIDDLE & REATH LLP | |||||
| ONE LOGAN SQUARE SUITE 2000 | PHILADELPHIA | PA | 19103 | LEGAL SERVICES | $1,791,721 |
| GAME SEVEN STAFFING LLC | |||||
| 1214 WEST 6TH STREET SUITE 210 | AUSTIN | TX | 78703 | STAFFING AGENCY | $462,582 |
| ALLEGIS GROUP HOLDINGS INC | |||||
| 3689 COLLECTION DRIVE | CHICAGO | IL | 60693 | STAFFING AGENCY | $409,201 |
| NEO SYSTEMS CORPORATION | |||||
| 11107 SUNSET HILLS ROAD SUITE 100 | TESTON | VA | 201905376 | CONSULTING | $380,932 |
| MERRILL WEISS GROUP LLC | |||||
| 227 CENTRAL AVENUE | NETUCHEN | NJ | 088401242 | CONSULTING | $194,210 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 7 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $12,786,808 | RelatedOrganizationsAmt |
| Total Contributions | $12,786,808 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RESEARCH & DEVELOPMENT | Desc |
| Business | 541700 | BusinessCd |
| Total Revenue Column | $9,014,038 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $9,014,038 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $9,014,038 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $18,053 | TotalRevenueColumnAmt |
| Exclusion | $18,053 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $169,240 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $151,599 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $17,641 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $17,641 | TotalRevenueColumnAmt |
| Exclusion | $17,641 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $173 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $926,848 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -$926,675 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$926,675 | TotalRevenueColumnAmt |
| Exclusion | -$926,675 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| FOREIGN EXCHANGE GAIN/LOSS | 900003 | $1,454 | $1,454 |
| MISCELLANEOUS INCOME | 900003 | $447 | $447 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,901 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $20,911,766 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $9,014,038 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$889,080 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,771 | TotalAmt |
| Program Services | $4,771 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $923,542 | TotalAmt |
| Program Services | $251,027 | ProgramServicesAmt |
| Management And General | $672,515 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,227,210 | TotalAmt |
| Program Services | $2,508,043 | ProgramServicesAmt |
| Management And General | $6,719,167 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $823,400 | TotalAmt |
| Program Services | $223,808 | ProgramServicesAmt |
| Management And General | $599,592 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $965,830 | TotalAmt |
| Program Services | $262,522 | ProgramServicesAmt |
| Management And General | $703,308 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $712,847 | TotalAmt |
| Program Services | $193,759 | ProgramServicesAmt |
| Management And General | $519,088 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $282,986 | TotalAmt |
| Management And General | $282,986 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $133,069 | TotalAmt |
| Management And General | $133,069 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,824,483 | TotalAmt |
| Program Services | $1,930,230 | ProgramServicesAmt |
| Management And General | $1,894,253 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $123,504 | TotalAmt |
| Program Services | $29,435 | ProgramServicesAmt |
| Management And General | $94,069 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $152,598 | TotalAmt |
| Program Services | $104,670 | ProgramServicesAmt |
| Management And General | $47,928 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $907,659 | TotalAmt |
| Program Services | $544,595 | ProgramServicesAmt |
| Management And General | $363,064 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $97,661 | TotalAmt |
| Program Services | $55,461 | ProgramServicesAmt |
| Management And General | $42,200 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,257 | TotalAmt |
| Program Services | $2,418 | ProgramServicesAmt |
| Management And General | $1,839 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,129 | TotalAmt |
| Program Services | $1,703 | ProgramServicesAmt |
| Management And General | $426 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,552,613 | TotalAmt |
| Program Services | $1,319,721 | ProgramServicesAmt |
| Management And General | $232,892 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $88,304 | TotalAmt |
| Program Services | $70,643 | ProgramServicesAmt |
| Management And General | $17,661 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| SUPPLIES | $1,248,788 | $1,221,217 | $27,571 |
| EQUIPMENT RENTAL | $418,900 | $299,094 | $119,806 |
| CUSTOM FEES | $28,319 | $22,655 | $5,664 |
| BAD DEBTS | $27,126 | $27,126 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $257,771 | TotalAmt |
| Program Services | $62,933 | ProgramServicesAmt |
| Management And General | $194,838 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,807,767 | TotalAmt |
| Program Services | $9,135,831 | ProgramServicesAmt |
| Management And General | $12,671,936 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $250 | BOYAmt |
| EOY | $250 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,028,065 | BOYAmt |
| EOY | $10,932,056 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,273,383 | BOYAmt |
| EOY | $2,690,251 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,169,510 | BOYAmt |
| EOY | $750,141 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $39,302,325 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $25,452,636 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,735,890 | BOYAmt |
| EOY | $13,849,689 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $427,646 | BOYAmt |
| EOY | $46,000 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,442,314 | BOYAmt |
| EOY | $1,998,736 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $87,940 | BOYAmt |
| EOY | $1,691,711 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,164,998 | BOYAmt |
| EOY | $31,958,834 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,332,297 | BOYAmt |
| EOY | $8,451,478 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $151,180 | BOYAmt |
| EOY | $1,180 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,321,628 | BOYAmt |
| EOY | $6,034,284 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,805,105 | BOYAmt |
| EOY | $14,486,942 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,359,893 | BOYAmt |
| EOY | $17,471,892 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,359,893 | BOYAmt |
| EOY | $17,471,892 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,164,998 | BOYAmt |
| EOY | $31,958,834 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$896,001 | ReconcilationRevenueExpnssAmt |
| Donated Services And Use Fclts | $8,000 | DonatedServicesAndUseFcltsAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $13,959,578 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14,690,439 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,625,811 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $29,394,571 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,786,808 | CurrentTaxYearAmt |
| Total | $85,457,207 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $23,602,412 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $19,162,269 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,458,975 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,660,207 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,014,038 | CurrentTaxYearAmt |
| Total | $77,897,901 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $37,561,990 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $33,852,708 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $30,084,786 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $40,054,778 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $21,800,846 | CurrentTaxYearAmt |
| Total | $163,355,108 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $14,127,750 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14,721,682 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,749,943 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $27,444,571 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,786,808 | CurrentTaxYearAmt |
| Total | $83,830,754 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,179,216 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,783,832 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,244,442 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,142,940 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,630,848 | CurrentTaxYearAmt |
| Total | $22,981,278 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $21,306,966 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $20,505,514 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $19,994,385 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $29,587,511 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $15,417,656 | CurrentTaxYearAmt |
| Total | $106,812,032 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $56,543,076 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $675,642 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,031,075 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $906,953 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $352,623 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $187,293 | CurrentTaxYearAmt |
| Total | $3,153,586 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $675,642 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,031,075 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $906,953 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $352,623 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $187,293 | CurrentTaxYearAmt |
| Total | $3,153,586 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,306 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $290,316 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $33,752 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $166,462 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,901 | CurrentTaxYearAmt |
| Total | $500,737 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $38,245,938 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $35,174,099 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $31,025,491 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $40,573,863 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $21,990,040 | CurrentTaxYearAmt |
| Total | $167,009,431 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.33860 | PublicSupportCY509Pct |
| Public Support PY509 | 0.35250 | PublicSupportPY509Pct |
| Investment Income CY | 0.01890 | InvestmentIncomeCYPct |
| Investment Income PY | 0.01930 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $10,185,576 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,648,853 | DepreciationAmt |
| Book Value | $6,536,723 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $9,802,173 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,213,127 | DepreciationAmt |
| Book Value | $4,589,046 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $18,256,019 | OtherCostOrOtherBasisAmt |
| Depreciation | $16,034,197 | DepreciationAmt |
| Book Value | $2,221,822 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,058,557 | OtherCostOrOtherBasisAmt |
| Depreciation | $556,459 | DepreciationAmt |
| Book Value | $502,098 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $13,849,689 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INVESTMENTS | Desc |
| Book Value | $1,998,736 | BookValueAmt |
| Method Valuation | C | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $1,998,736 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| SECURITY DEPOSITS | $55,873 |
| INTANGIBLE ASSETS | $1,635,838 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $1,691,711 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ADVANCES DUE TO FRAUNHOFER-GESELLSCHAFT | $34,284 |
| LONG TERM OBLIGATION | $6,000,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $6,034,284 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $24,989,918 | TotalRevEtcAuditedFinclStmtAmt |
| Donated Services And Use Fclts | $1,158,845 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $1,994,086 | OtherRevenueAmt |
| Revenue Not Reported | $3,152,931 | RevenueNotReportedAmt |
| Revenue Subtotal | $21,836,987 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$925,221 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$925,221 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $20,911,766 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $25,877,919 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $1,150,845 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $2,919,308 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $4,070,153 | ExpensesNotReportedAmt |
| Expenses Subtotal | $21,807,766 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $21,807,766 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES, INCLUDED IN EXPENSES ON FS 151,599. REIMBURSEMENT OF EXPENSES, NOT SHOWN ON 990 1,842,487. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | FOREIGN EXCHANGE LOSS INCLUDED IN EXPENSES ON THE FS 1,454. LOSS ON FIXED ASSET DISPOSAL, INCLUDED IN EXPENSES ON FS -926,675. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES, INCLUDED IN EXPENSES ON FS 151,599. LOSS ON FIXED ASSET DISPOSAL, INCLUDED IN EXPENSES ON FS 926,675. FOREIGN EXCHANGE LOSS NETTED WITH EXPENSES ON THE FS -1,454. REIMBURSEMENT OF EXPENSES, NOT SHOWN ON 990 1,842,488. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (8 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | PROGRAM SERVICES | RESEARCH | |
| EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, | 0 | 0 | PROGRAM SERVICES | RESEARCH | $11,525 |
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | 0 | 0 | PROGRAM SERVICES | RESEARCH | $7,150 |
| NORTH AMERICA - CANADA AND MEXICO, BUT BUT NOT THE UNITED STATES | 0 | 0 | PROGRAM SERVICES | RESEARCH | $271,518 |
| SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA, FASO, | 0 | 0 | PROGRAM SERVICES | RESEARCH | |
| SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, | 0 | 0 | PROGRAM SERVICES | RESEARCH | $7,703 |
| SOUTH ASIA - AFGHANISTAN, BANGLADESH, BHUTAN, INDIA, MALDIVES, NEPAL, | 0 | 0 | PROGRAM SERVICES | RESEARCH | |
| MIDDLE EAST AND NORTH AFRICA- ISRAEL | 0 | 0 | PROGRAM SERVICES | RESEARCH |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $297,896 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $297,896 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART III ACCOUNTING METHOD: | FormAndLineReferenceDesc |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (8 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ROBERT BLEIDT | ||||||||||||||
| DIVISION GENERAL MANAGER | $298,074 | $0 | $83,063 | $0 | $0 | $0 | $36,250 | $0 | $6,466 | $0 | $423,853 | $0 | $0 | $0 |
| JAN NORDMANN | ||||||||||||||
| SENIOR DIRECTOR | $207,237 | $0 | $82,669 | $0 | $0 | $0 | $25,890 | $0 | $18,256 | $0 | $334,052 | $0 | $0 | $0 |
| DR THOMAS SCHUELKE | ||||||||||||||
| PRESIDENT | $259,832 | $0 | $23,333 | $0 | $0 | $0 | $32,415 | $0 | $6,466 | $0 | $322,046 | $0 | $0 | $0 |
| STEPHEN STREATFIELD | ||||||||||||||
| DIRECTOR - DIVISION OF BIOTECHNOLOGY | $221,007 | $0 | $11,025 | $0 | $0 | $0 | $27,561 | $0 | $18,065 | $0 | $277,658 | $0 | $0 | $0 |
| CRAIG BRATT | ||||||||||||||
| DIVISION MANAGER | $197,199 | $0 | $19,692 | $0 | $0 | $0 | $24,615 | $0 | $18,256 | $0 | $259,762 | $0 | $0 | $0 |
| CLAES MIKAEL LINDVALL | ||||||||||||||
| TECHNICAL DIRECTOR | $208,951 | $0 | $0 | $0 | $0 | $0 | $26,020 | $0 | $17,490 | $0 | $252,461 | $0 | $0 | $0 |
| KURT ROTH | ||||||||||||||
| HEAD BUILDING AND ENERGY SYSTEMS | $178,541 | $0 | $17,826 | $0 | $0 | $0 | $22,283 | $0 | $17,490 | $0 | $236,140 | $0 | $0 | $0 |
| ERIN SIMMONDS | ||||||||||||||
| TREASURER AND SECRETARY AS OF 12/21/ | $158,493 | $0 | $23,333 | $0 | $0 | $0 | $19,777 | $0 | $18,256 | $0 | $219,859 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | THERE IS NOT A WRITTEN POLICY SPECIFICALLY REGARDING FIRST CLASS TRAVEL. HOWEVER, THERE IS A TRAVEL EXPENSE POLICY THAT SUPPORTS ECONOMICAL AND EFFICIENT EXPENDITURES. THE RULES AND PROCEDURES STATE THAT THE PRESIDENT (FOR THE HEADQUARTERS) AND THE CENTER DIRECTOR (FOR THE CENTERS) HAVE THE AUTHORITY TO GRANT PERMISSION TO GO ON A BUSINESS TRIP AND AUTHORIZE REIMBURSEMENT FOR REASONABLE TRAVEL. FIRST CLASS TRAVEL IS NOT THE NORM FOR THE ORGANIZATION. DOMESTIC TRAVEL IS TYPICALLY UPGRADED AS A COURTESY OF THE AIRLINE DUE TO FREQUENT FLIER STATUS. INTERNATIONAL TRAVEL MAY OCCASIONALLY BE PURCHASED DUE TO THE NATURE OF THE FLIGHT AND OR BUSINESS MEETING NEEDS. THIS IS NOT INCLUDED IN TAXABLE INCOME. |
| PART I, LINE 7 | THERE ARE TWO BONUS POLICIES: ONE FOR FHUSA EMPLOYEES AND ONE FOR CENTER DIRECTORS AND OFFICERS. EMPLOYEES: THE AWARD OF A PERFORMANCE BONUS IS BASED ON THREE FACTORS: 1) THE OVERALL PERFORMANCE OF THE CENTER OR OFFICE TO WHICH THE EMPLOYEE CONTRIBUTES AND 2) THE ACHIEVEMENT OF SPECIFIC INDIVIDUAL PERFORMANCE TARGETS SET AND EVALUATED BY THE EMPLOYEE'S SUPERVISOR DURING THE ANNUAL PERFORMANCE APPRAISAL PROCESS AND 3) EXCELLENT INDIVIDUAL JOB PERFORMANCE INCLUDING FACTORS SUCH AS INITIATIVE, INNOVATION, CREATIVITY, OUTREACH AND OTHER FACTORS. CENTER DIRECTORS AND OFFICERS: THE AWARD OF A PERFORMANCE BONUS IS BASED ON THREE FACTORS: 1) THE OVERALL PERFORMANCE OF THE CENTER OR HEADQUARTERS TO WHICH THE OFFICER OR CENTER DIRECTOR CONTRIBUTES AND 2) THE ACHIEVEMENT OF SPECIFIC INDIVIDUAL PERFORMANCE TARGETS SET BY THE BOARD AND THE PRESIDENT AND EVALUATED BY THE PRESIDENT DURING THE ANNUAL PERFORMANCE APPRAISAL PROCESS AND 3) EXCELLENT INDIVIDUAL JOB PERFORMANCE INCLUDING FACTORS SUCH AS INITIATIVE, INNOVATION, CREATIVITY, OUTREACH AND OTHER FACTORS. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 4 | ARTICLE 3 AMENDED TO EXPANDED TO INCLUDE THAT THE CORPORATION WILL ENGAGE IN RESEARCH AND DELEVLOPMENT INITIATIVES AND CONDUCT TRAINING AND EDUCATION ACTIVITIES IN TECHNICAL AND SCIENTIFIC FIELDS TO BENEFIT THE GENERAL PUBLIC OR UNASCERTAINABLE AND INDEFINITE PORTION OF THE GENERAL PUBLIC AND NOT PRIMARILY FOR THE BENEFIT OF THE MEMBER(S) OF THE CORPORATION. ARTICLE 4 REMOVED REFERENCE TO THE PARENT CORPORATION IN THE DISSOLUTION CLAUSE. |
| FORM 990, PART VI, SECTION A, LINE 6 | FRAUNHOFER-GESELLSCHAFT, A GERMAN NOT-FOR-PROFIT ORGANIZATION, IS THE SOLE MEMBER OF THE ORGANIZATION. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE EXECUTIVE BOARD OF FRAUNHOFER-GESELLSCHAFT ELECTS THE BOARD MEMBERS OF FRAUNHOFER USA. PROF. KURZ IS ONE OF THE MEMBERS OF THE EXECUTIVE BOARD. PER THE MINUTES, PROF. KURZ ABSTAINED FROM TO THE VOTING OF HIS APPOINTMENT TO THE FHUSA BOARD. PROF. KURZ IS THE VICE-CHAIRMAN OF FHUSA. PER THE FHUSA RULES OF PROCEDURE, THE MEMBERS OF THE EXECUTIVE BOARD OF FHG REPRESENT THE SOLE MEMBER AND MAKE THE APPOINTMENTS TO THE BOARD OF FHUSA. |
| FORM 990, PART VI, SECTION A, LINE 8B | THE ORGANIZATION DOES NOT HAVE COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE TREASURER, OR OTHER OFFICER SIGNING THE RETURN, REVIEWS THE RETURN BEFORE IT IS FILED. |
| FORM 990, PART VI, SECTION B, LINE 12C | FHUSA EMPLOYEES ARE REQUIRED TO DISCLOSE IF THEY HAVE A CONFLICT OF INTEREST TO REPORT AS IT BECOMES KNOWN. EMPLOYEES ARE ALSO REMINDED OF THE OBLIGATION AS A PART OF THEIR PERFORMANCE APPRAISAL OR OTHER CONFLICT OF INTEREST DOCUMENT. BOARD OF DIRECTOR MEMBERS, CENTER DIRECTORS AND OFFICERS ARE REQUIRED TO COMPLETE AN ANNUAL COI DISCLOSURE IN ADDITION TO THE REQUIREMENT TO DISCLOSE THROUGHOUT THE YEAR IF ONE EXISTS. ALL REPORTED POTENTIAL CONFLICTS OF INTEREST ARE REVIEWED BY FRAUNHOFER USA CORPORATE MANAGEMENT AND PROCEDURES ARE IN PLACE TO ENSURE THAT FRAUNHOFER USA'S INTERESTS ARE NOT COMPROMISED. |
| FORM 990, PART VI, SECTION B, LINE 15 | DETERMINATION OF THE COMPENSATION OF THE PRESIDENT IS PERFORMED BY THE FHUSA BOARD OF DIRECTORS. DETERMINATION OF THE SALARY FOR OFFICERS AND CENTER DIRECTORS WHO ARE DIRECT EMPLOYEES OF FRAUNHOFER USA ARE DETERMINED BY THE FHUSA BOARD OF DIRECTORS WITH INPUT FROM THE PRESIDENT. SUBJECT TO THE APPROVAL OF THE PRESIDENT, THE AUTHORITY TO DECIDE ON SALARIES AND SALARY RAISES FOR ALL OTHER EMPLOYEES IS WITH THE CENTER DIRECTOR / HEAD OF OFFICE FOR EMPLOYEES AT THE RESPECTIVE FRAUNHOFER CENTER / OFFICE. COMPENSATION SITUATIONS THAT POSE A CONFLICT OF INTEREST ARE DETERMINED AND MITIGATED BY THE BOARD. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE DOCUMENTS ARE MAINTAINED ON FILE AT THE ORGANIZATION'S HEADQUARTERS AND ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 1,930,230. MANAGEMENT AND GENERAL EXPENSES 1,894,253. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,824,483. |
| FORM 990, PART XII, LINE 2C: | THE WHOLE BOARD OVERSEES THE AUDIT. THIS PROCESS HAS NOT CHANGED FROM PRIOR YEAR. |
| FORM 990, PART VII, SECTION A, COLUMN E AND F: | ALEXANDER KURZ AND JOHAN FECKL RECEIVE COMPENSATION FROM THE AFFILIATE ORGANIZATION OF FRAUNHOFER USA, FRAUNHOFER-GESELLSCHAFT. FRAUNHOFER USA DOES NOT HAVE ACCESS TO COMPENSATION INFORMATION OF FRAUNHOFER-GESELLSCHAFT. THE TREASURER OF FRAUNHOFER USA REQUESTED THE COMPENSATION INFORMATION FROM FRAUNHOFER-GESELLSCHAFT IN 2008 AND WAS INFORMED THAT THE SALARY INFORMATION WOULD NOT BE AVAILABLE. THE AFFILIATE ORGANIZATION IS LOCATED IN GERMANY AND HAS A VASTLY DIFFERENT SALARY STRUCTURE AND AMOUNTS WOULD NOT BE APPROPRIATELY COMPARABLE TO THE SALARIES FROM FRAUNHOFER USA. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRAUNHOFER GESELLSCHAFT | BusinessNameLine1Txt |
Foreign Address ForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | HANASTRASSE 27C | AddressLine1Txt |
| City | MUNCHEN | CityNm |
| Province Or State | GERMANY | ProvinceOrStateNm |
| Country | GM | CountryCd |
| Foreign Postal | 80686 | ForeignPostalCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | AFFILIATE COMPANY - PROVIDE FUNDING | PrimaryActivitiesTxt |
| Legal Domicile Foreign Country | GM | LegalDomicileForeignCountryCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |