UNIVERSITIES RESEARCH ASSOCIATION INC: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITIES RESEARCH ASSOCIATION INC (EIN 52-0816670)
- Tax period
- 2023-10-01 to 2024-09-30
- Filed
- 2025-08-13
- IRS object ID
- 202522259349302982
- Schema version
- 2023v6.0
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-08-13T17:44:26-05:00 | ReturnTs |
| Tax Period End | 2024-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 950 NORTH GLEBE ROAD SUITE 1200 | AddressLine1Txt |
| City | ARLINGTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22203 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 520816670 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITIES RESEARCH ASSOCIATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIV | BusinessNameControlTxt |
| Phone | 2022931382 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1140 19TH STREET NW STE 900 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN MESTER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2022931382 | PhoneNum |
| Signature | 2025-08-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT WILLIAMS | PreparerPersonNm |
| PTIN | P01345960 | PTIN |
| Phone | 5712279500 | PhoneNum |
| Preparation | 2025-08-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JOHN MESTER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1140 19TH STREET NW STE 900 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $9,974,109 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.URA-HQ.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1965 | FormationYr |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Activity Or Mission | TO FACILITATE AND MANAGE LABORATORIES FOR RESEARCH AND EDUCATION IN SCIENCE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 13 | VotingMembersIndependentCnt |
| Total Employee | 15 | TotalEmployeeCnt |
| Total Volunteers | 13 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $581,318 | PYContributionsGrantsAmt |
| CY Contributions Grants | $562,779 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $4,509,848 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $4,041,965 | CYProgramServiceRevenueAmt |
| PY Investment Income | $679,371 | PYInvestmentIncomeAmt |
| CY Investment Income | $522,103 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $4,312 | CYOtherRevenueAmt |
| PY Total Revenue | $5,770,537 | PYTotalRevenueAmt |
| CY Total Revenue | $5,131,159 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $494,868 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $656,688 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,172,158 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,414,848 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,629,599 | PYOtherExpensesAmt |
| CY Other Expenses | $3,298,622 | CYOtherExpensesAmt |
| PY Total Expenses | $6,296,625 | PYTotalExpensesAmt |
| CY Total Expenses | $7,370,158 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$526,088 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$2,238,999 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $20,400,511 | TotalAssetsBOYAmt |
| Total Assets EOY | $21,005,395 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,020,107 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,043,398 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $18,380,404 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $18,961,997 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | UNIVERSITIES RESEARCH ASSOCIATION INC. (URA) IS A NONPROFIT MEMBERSHIP CORPORATION ORGANIZED TO ENGAGE IN RESEARCH, DEVELOPMENT AND EDUCATION IN THE PHYSICAL AND BIOLOGICAL SCIENCES. THE MISSION OF URA IS TO ESTABLISH AND OPERATE IN THE NATIONAL INTEREST LABORATORIES AND FACILITIES FOR RESEARCH, DEVELOPMENT, AND EDUCATION IN THE PHYSICAL AND BIOLOGICAL SCIENCES TO EXPAND THE FRONTIERS OF KNOWLEDGE, FOSTER INNOVATION, AND PROMOTE THE EDUCATION OF FUTURE GENERATIONS OF SCIENTISTS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,036,174 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $4,047,567 | RevenueAmt |
| Desc | NTESS/SNL: URA WAS PART OF THE HONEYWELL PROPOSAL SUBMITTED BY ITS WHOLLY OWNED AFFILIATE, THE NATIONAL TECHNOLOGY & ENGINEERING SOLUTIONS OF SANDIA LLC (NTESS), THAT LED TO THE CONTRACT AWARDED IN DECEMBER 2016 BY DOE/NNSA TO MANAGE AND OPERATE SANDIA NATIONAL LABORATORIES. A NTESS-URA SUBCONTRACT FOR ASSURING SCIENTIFIC EXCELLENCE, PROMOTING THE TALENT PIPELINE AND FACILITATING STRATEGIC ENGAGEMENT WITH ACADEMIA BECAME EFFECTIVE OCTOBER 31, 2018 AND WAS VALID THROUGH APRIL 30, 2022. THIS SUBCONTRACT IS VALID FOR FIVE YEARS, OR THROUGH APRIL 30, 2027. THE NTESS-URA SUBCONTRACT IS A SIGNIFICANT EXPANSION OF URA'S PROGRAM, WHICH INCLUDES URA EMPLOYEES ONSITE AT SANDIA. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $595,710 | ExpenseAmt |
| Grant | $524,798 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | VISITING SCHOLARS AWARDS: EFFECTIVE JANUARY 1, 2007, URA COMMITTED TO PROVIDE A MINIMUM OF $400,000 PER YEAR OVER FIVE YEARS TO SUPPORT MEMBER UNIVERSITY FACULTY AND STUDENTS TO PERFORM RESEARCH AT FERMILAB. IN 2012, AND AGAIN IN 2016, THE MEMBER INSTITUTIONS VOTED UNANIMOUSLY TO CONTINUE SUPPORT TO FERMILAB IN THE FORM OF THE VISITING SCHOLARS PROGRAM. THIS COMMITMENT IS FUNDED THROUGH A SERIES OF ANNUAL ASSESSMENTS OF $5,000 FROM EACH EXISTING URA MEMBER INSTITUTION, AND A ONE-TIME ASSESSMENT OF $10,000 FOR NEW MEMBERS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $506,951 | ExpenseAmt |
| Grant | $40,000 | GrantAmt |
| Revenue | -$5,602 | RevenueAmt |
| Desc | FRA/FERMILAB: FROM THE LABORATORY'S ESTABLISHMENT THROUGH DECEMBER 31, 2006, URA WAS RESPONSIBLE FOR ORGANIZING, DESIGNING, CONSTRUCTING, AND OPERATING THE FERMI NATIONAL ACCELERATOR LABORATORY (FERMILAB) UNDER CONTRACTS WITH THE U.S DEPARTMENT OF ENERGY AND ITS PREDECESSOR AGENCIES. AS OF JANUARY 1, 2007, A NEW CONTRACT TO MANAGE AND OPERATE FERMILAB WAS AWARDED TO THE FERMI RESEARCH ALLIANCE, LLC, AN ILLINOIS 501(C)(3) LIMITED LIABILITY COMPANY. URA HAS A 50% OWNERSHIP IN THE FERMI RESEARCH ALLIANCE, LLC, THE PRIME CONTRACTOR FOR THE OPERATION OF FERMI NATIONAL ACCELERATOR LABORATORY (UNIVERSITY OF CHICAGO OWNS THE REMAINING 50%). URA RECEIVES 50% OF EARNINGS (AS NOTED IN THE PROGRAM REVENUE). AS SUCH, URA EMPLOYEES SPEND TIME MANAGING THIS RELATIONSHIP. AFTER AN INITIAL FIVE-YEAR BASE TERM, THE FERMILAB CONTRACT HAS BEEN EXTENDED BASED ON PERFORMANCE THROUGH DECEMBER 31, 2024. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (3 entries)
| ExpenseExpenseAmt | GrantGrantAmt | RevenueRevenueAmt | DescDesc |
|---|---|---|---|
| $344,148 | $0 | $0 | SNL FELLOWSHIP: IN 2022, URA ENTERED INTO A STRATEGIC PARTNERSHIP AGREEMENT WITH THE U.S. DEPARTMENT OF ENERGY AND OAK RIDGE INSTITUTE FOR SCIENCE AND EDUCATION (ORISE) IN SUPPORT OF THE SANDIA NATIONAL LABORATORIES' MISSION OF RESEARCH, DEVELOPMENT, AND EDUCATION IN THE PHYSICAL AND BIOLOGICAL SCIENCES TO PROMOTE THE EDUCATION OF FUTURE GENERATIONS OF SCIENTISTS. UNDER THIS PARTNERSHIP, URA HAS ESTABLISHED A RESEARCH PARTICIPATION PROGRAM TO PROVIDE OPPORTUNITIES FOR POST-DOCTORAL RESEARCH, POST-GRADUATES, STUDENTS AND UNIVERSITY FACULTY, AND ESTABLISHED SCIENTISTS TO CONDUCT RESEARCH, PARTICIPATE IN URA INITIATIVES AND RECEIVE FINANCIAL SUPPORT FOR URA BASED ACADEMIC ACTIVITIES AT SANDIA NATIONAL LABORATORIES, AS WELL AS OTHER URA-AFFILIATED FACILITIES. ORISE IS ADMINISTERING THE PROGRAM, AND PROGRAM AWARDS ARE CONDITIONAL UPON THE APPROVAL OF APPLICATIONS AND ACTUAL COSTS INCURRED. THE ESTIMATED PROGRAM COST IS $1,200,000 THROUGH SEPTEMBER 30, 2026. |
| $95,062 | $88,889 | $0 | PIERRE AUGER: URA PROVIDED DIRECT FINANCIAL SUPPORT TO THE PIERRE AUGER PROJECT THROUGH A GRANT FROM NATIONAL SCIENCE FOUNDATION. |
| $12,942 | $3,000 | $0 | RESEARCH; COMPRISES OF VARIOUS INTIATIVES TO DESIGN NEW PROGRAMS. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $452,152 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $91,889 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $0 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $2,590,987 | 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 | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | 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 | Yes (1) | 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 | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | 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 | Yes (1) | 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 | 30 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 15 | 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 | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 13 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NAVNEET KAUR | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2022931382 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1140 19TH STREET NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (22 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| TIMOTHY SANDS | |||||||||
| CHAIR, BOARD OF TRUSTEES | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM H JOYCE | |||||||||
| VICE CHAIR, BOARD OF TRUSTEES | 2.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| DAVID LEEBRON | |||||||||
| BOARD OF TRUSTEES MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| GREGORY FENVES | |||||||||
| BOARD OF TRUSTEES MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| GENE BLOCK | |||||||||
| BOARD OF TRUSTEES MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| HARRIS PASTIDES | |||||||||
| BOARD OF TRUSTEES MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JONATHAN HOLLOWAY | |||||||||
| BOARD OF TRUSTEES MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MARY SUE COLEMAN | |||||||||
| BOARD OF TRUSTEES MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| LISA C FREEMAN | |||||||||
| BOARD OF TRUSTEES MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT ROBBINS | |||||||||
| BOARD OF TRUSTEES MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| BARRY BARISH | |||||||||
| BOARD OF TRUSTEES MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| GARNETT S STOKES | |||||||||
| BOARD OF TRUSTEES MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| REX D GEVEDEN | |||||||||
| BOARD OF TRUSTEES MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN MESTER | |||||||||
| PRESIDENT | 38.00 | 2.00 | Yes (X) | $493,227 | $0 | $72,624 | |||
| TED WACKLER | |||||||||
| VICE PRESIDENT | 40.00 | 0.00 | Yes (X) | $341,534 | $0 | $36,340 | |||
| MARY EGGER | |||||||||
| CHIEF COUNSEL | 40.00 | 0.00 | Yes (X) | $297,884 | $0 | $30,797 | |||
| NAVNEET KAUR | |||||||||
| CFO/TREASURER | 40.00 | 0.00 | Yes (X) | $225,102 | $0 | $32,040 | |||
| DAVID SCHULTZ | |||||||||
| DIRECTOR, USSO | 40.00 | 0.00 | $301,621 | $0 | $31,239 | Yes (X) | |||
| TIGIST GEBEYEHU | |||||||||
| SR. FINANCE & OPERATIONS ANALYST | 40.00 | 0.00 | $143,829 | $0 | $28,695 | Yes (X) | |||
| DAVETTA TRUJILLO | |||||||||
| USSO BUSINESS & FINANCE MANAGER | 40.00 | 0.00 | $128,995 | $0 | $23,599 | Yes (X) | |||
| CLAUDETTE ROSADO-REYES | |||||||||
| DIRECTOR FOR PROGRAMS & PARTNERSHIPS | 40.00 | 0.00 | $160,108 | $0 | $27,097 | Yes (X) | |||
| LOURDES RUIZ GARCIA | |||||||||
| SENIOR PROGRAM ASSOCIATE | 40.00 | 0.00 | $102,158 | $0 | $25,402 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,194,458 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $307,833 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 9 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| STERLING ENG & CONSULT GROUP LLC | |||||
| 710 GEORGE WASH WAY STE G | RICHLAND | WA | 99352 | PROGRAM CONSULTING SERVICES | $3,023,240 |
| MARCUM LLP | |||||
| 1899 L STREET NW SUITE 80 | WASHINGTON | DC | 20036 | FINANCIAL & HR CONSULTING SERVICES | $156,791 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $97,779 | GovernmentGrantsAmt |
| All Other Contributions | $465,000 | AllOtherContributionsAmt |
| Total Contributions | $562,779 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| GOVERMENT CONTRACTS | 900099 | $4,047,567 | $4,047,567 |
| DISTRIBUTIONS FROM FRA | 900099 | -$5,602 | -$5,602 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $4,041,965 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $602,652 | TotalRevenueColumnAmt |
| Exclusion | $602,652 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,762,401 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,842,950 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$80,549 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$80,549 | TotalRevenueColumnAmt |
| Exclusion | -$80,549 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $4,312 | TotalRevenueColumnAmt |
| Exclusion | $4,312 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $4,312 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,131,159 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,041,965 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $526,415 | 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 | $453,555 | TotalAmt |
| Program Services | $453,555 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,170 | TotalAmt |
| Program Services | $55,170 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $147,963 | TotalAmt |
| Program Services | $147,963 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,964,344 | TotalAmt |
| Program Services | $738,073 | ProgramServicesAmt |
| Management And General | $1,226,271 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $779,699 | TotalAmt |
| Program Services | $217,016 | ProgramServicesAmt |
| Management And General | $562,683 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $96,033 | TotalAmt |
| Program Services | $56,519 | ProgramServicesAmt |
| Management And General | $39,514 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $411,988 | TotalAmt |
| Program Services | $121,170 | ProgramServicesAmt |
| Management And General | $290,818 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $162,784 | TotalAmt |
| Program Services | $71,780 | ProgramServicesAmt |
| Management And General | $91,004 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,087 | TotalAmt |
| Management And General | $9,087 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $190,651 | TotalAmt |
| Management And General | $190,651 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,030 | TotalAmt |
| Management And General | $27,030 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,401,520 | TotalAmt |
| Program Services | $547,462 | ProgramServicesAmt |
| Management And General | $1,854,058 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,952 | TotalAmt |
| Program Services | $7,555 | ProgramServicesAmt |
| Management And General | $23,397 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57,229 | TotalAmt |
| Program Services | $20,027 | ProgramServicesAmt |
| Management And General | $37,202 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $271,961 | TotalAmt |
| Program Services | $62,004 | ProgramServicesAmt |
| Management And General | $209,957 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $109,552 | TotalAmt |
| Program Services | $62,464 | ProgramServicesAmt |
| Management And General | $47,088 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,706 | TotalAmt |
| Program Services | $1,656 | ProgramServicesAmt |
| Management And General | $46,050 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,782 | TotalAmt |
| Program Services | $20,566 | ProgramServicesAmt |
| Management And General | $38,216 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,345 | TotalAmt |
| Program Services | $5,719 | ProgramServicesAmt |
| Management And General | $10,626 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | Program ServicesProgramServicesAmt |
|---|---|---|---|
| BAD DEBT EXPENSE | $40,000 | $40,000 | |
| MEMBERSHIP DUES & LICEN | $24,365 | $24,353 | $12 |
| NON CAPITAL EQUIPMENT | $6,508 | $4,232 | $2,276 |
| JOURNALS, PUBLICATIONS | $2,512 | $2,512 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,422 | TotalAmt |
| Management And General | $4,422 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,370,158 | TotalAmt |
| Program Services | $2,590,987 | ProgramServicesAmt |
| Management And General | $4,779,171 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $100 | BOYAmt |
| EOY | $100 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,689,571 | BOYAmt |
| EOY | $2,970,069 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $130,000 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,753,057 | BOYAmt |
| EOY | $930,065 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $99,423 | BOYAmt |
| EOY | $84,755 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $582,065 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $509,699 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $131,147 | BOYAmt |
| EOY | $72,366 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,871,101 | BOYAmt |
| EOY | $16,127,080 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $451,919 | BOYAmt |
| EOY | $485,536 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $404,193 | BOYAmt |
| EOY | $205,424 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,400,511 | BOYAmt |
| EOY | $21,005,395 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,387,116 | BOYAmt |
| EOY | $1,647,970 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $64,205 | BOYAmt |
| EOY | $134,072 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $568,786 | BOYAmt |
| EOY | $261,356 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,020,107 | BOYAmt |
| EOY | $2,043,398 | 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 | $17,615,362 | BOYAmt |
| EOY | $18,309,233 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $765,042 | BOYAmt |
| EOY | $652,764 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,380,404 | BOYAmt |
| EOY | $18,961,997 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,400,511 | BOYAmt |
| EOY | $21,005,395 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$2,238,999 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $2,820,592 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | 0 | FSAuditedInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $540,096 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $74,218 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $531,360 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $581,318 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $562,779 | CurrentTaxYearAmt |
| Total | $2,289,771 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $540,096 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $74,218 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $531,360 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $581,318 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $562,779 | CurrentTaxYearAmt |
| Total | $2,289,771 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $2,289,771 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $375,011 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $356,432 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $550,760 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $550,542 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $602,652 | CurrentTaxYearAmt |
| Total | $2,435,397 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $1,887 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year | $4,312 | CurrentTaxYearAmt |
| Total | $6,199 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $4,731,367 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $24,012,975 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.48400 | PublicSupportCY170Pct |
| Public Support PY170 | 0.73740 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $446,177 | OtherCostOrOtherBasisAmt |
| Depreciation | $417,942 | DepreciationAmt |
| Book Value | $28,235 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $135,888 | OtherCostOrOtherBasisAmt |
| Depreciation | $91,757 | DepreciationAmt |
| Book Value | $44,131 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $72,366 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)
| DescDesc | AmtAmt |
|---|---|
| 403(B) LIABILITY | $22,919 |
| DEFERRED RENT | $204,360 |
| FSA WITHHOLDING LIABILITY | $65 |
| CAPITAL LEASE OBLIGATION | $5,664 |
| DUE TO FERMI | $28,348 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $261,356 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | UNIVERSITIES RESEARCH ASSOCIATION, INC. (URA) HAS RECEIVED A LETTER FROM THE INTERNAL REVENUE SERVICE (IRS) INDICATING THAT IT HAS BEEN RECOGNIZED BY THE IRS AT TAX-EXEMPT UNDER SECTION501(C)(3) OF THE INTERNAL REVENUE CODE (IRC) AND, AS SUCH, EXCEPT FOR TAXES PERTINENT TO UNRELATED BUSINESS INCOME, IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES. URA HAS NO UNRELATED BUSINESS INCOME IN 2024 AND 2023. URA HAS ANALYZED ITS TAX POSITIONS TAKEN FOR FILINGS WITH THE INTERNAL REVENUE TAXING AUTHORITIES. AS OF SEPTEMBER 30, 2024 AND 2023, IT BELIEVES THAT THE TAX FILING POSITIONS WILL BE SUSTAINED UPON EXAMINATION AND DOES NOT ANTICIPATE ANY ADJUSTMENTS THAT WOULD RESULT IN A MATERIAL ADVERSE EFFECT ON ITS FINANCIAL POSITION, CHANGES IN NET ASSETS, OR CASH FLOWS. GENERALLY, URA'S TAX RETURNS REMAIN OPEN FOR FEDERAL AND STATE INCOME TAX EXAMINATION FOR THREE YEARS FROM THE DATE OF FILING. | ExplanationTxt |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | EUROPE | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | GRANTS TO RECIPIENTS LOCATED IN THE REGION | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $147,963 | RegionTotalExpendituresAmt |
| 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 | $147,963 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $147,963 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp (3 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt | Non Cash AssistanceNonCashAssistanceAmt | Description Of Non Cash AsstDescriptionOfNonCashAsstTxt | Valuation Method UsedValuationMethodUsedDesc |
|---|---|---|---|---|---|---|
| EUROPE | RESEARCH | $88,889 | WIRE TRANSFER | $0 | N/A | N/A |
| EUROPE | RESEARCH | $16,383 | WIRE TRANSFER | $0 | N/A | N/A |
| EUROPE | RESEARCH | $9,600 | WIRE TRANSFER | $0 | N/A | N/A |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 3 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
| 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 I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | UNIVERSITIES RESEARCH ASSOCIATION, INC. (URA) HAS COMPLETE MANAGERIAL CONTROL OVER THE COLLECTION OF VISITING SCHOLAR ASSESSMENTS (VSP) FUNDS AND THE DISPOSITION OF AWARDS FROM THOSE FUNDS. IN ORDER TO ACCOMPLISH THE AWARD PROCESS THE URA PRESIDENT SOLICITS SCIENTISTS FROM THE MEMBERSHIP TO SERVE ON THE PEER REVIEW COMMITTEE TO REVIEW RESEARCH PROPOSALS AND RECOMMEND AWARDS. DURING THOSE MEETINGS THE PRESIDENT IS AN ACTIVE PARTICIPANT, PROVIDES COMMENTARY AND ENFORCEMENT OF URA GUIDELINES, AND CAN INDICATE WHEN A POTENTIAL AWARD IS NOT IN KEEPING WITH THOSE GUIDELINES (INCLUDING MEMBERS IN QUESTIONABLE STANDING WHO MAY BE BEHIND ON ASSESSMENTS). IN PROVIDING PROGRESS PAYMENTS FOR THE VSP AWARDS, URA PROVIDES THE AWARDED INSTITUTIONS WITH A COPY OF THE AWARD DOCUMENT (INDICATING THE APPROVED AMOUNTS BY LINE ITEM CATEGORY AND THE AWARD PERIOD). PROGRESS PAYMENTS ARE MADE TO THE INSTITUTION, NOT THE PRINCIPAL INVESTIGATOR. THE INSTITUTIONAL BILLING COMES THROUGH THEIR OFFICE OF GRANTS AND CONTRACTS AND IS CERTIFIED, BY SIGNATURE, THAT THE BILLING IS APPROPRIATE, WITHIN THE SCOPE OF THE AWARD AND ITS BUDGETED PURPOSES, AND HAS BEEN DULY EXPENDED). | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (21 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BOSTON UNIVERSITY | |||||||||||
| 881 COMMONWEALTH AVENUE | BOSTON | MA | 02215 | 042103547 | 501(C)3 | $23,189 | $0 | N/A | N/A | RESEARCH | |
| COLUMBIA UNIVERSITY | |||||||||||
| PO BOX 29789 | NEW YORK | NY | 10087 | 135598093 | 501(C)3 | $12,171 | $0 | N/A | N/A | RESEARCH | |
| FLORIDA STATE UNIVERSITY | |||||||||||
| PO BOX 282 | TALLAHASSEE | FL | 32302 | 591961248 | 501(C)3 | $21,505 | $0 | N/A | N/A | RESEARCH | |
| ILLINOIS INSTITUTE OF TECHNOLOGY | |||||||||||
| 3424 SOUTH STATE STREET TC-4TH | CHICAGO | IL | 60616 | 362170136 | 501(C)3 | $33,300 | $0 | N/A | N/A | RESEARCH | FLOOR |
| MASSACHUSETTS INSTITUTE OF TECHNOLOGY | |||||||||||
| 77 MASSACHUSETTS AVENUE NE49-3142 | CAMBRIDGE | MA | 02139 | 042103594 | 501(C)3 | $12,219 | $0 | N/A | N/A | RESEARCH | |
| REGENTS OF UNIVERSITY OF MINNESOTA | |||||||||||
| NW 5957 PO BOX 1450 | MINNEAPOLIS | MN | 55485 | 416007513 | 501(C)3 | $21,639 | $0 | N/A | N/A | RESEARCH | |
| STONY BROOK UNIVERSITY | |||||||||||
| 100 NICOLLS ROAD | STONY BROOK | NY | 11794 | 141368361 | 501(C)3 | $17,168 | $0 | N/A | N/A | RESEARCH | |
| SYRACUSE UNIVERSITY | |||||||||||
| BURSAR OPERATIONS 119 BOWNE HALL | SYRACUSE | NY | 13244 | 150532081 | 501(C)3 | $9,625 | $0 | N/A | N/A | RESEARCH | |
| TEXAS A&M UNIVERSITY | |||||||||||
| 400 HARVEY MITCHELL PARKWAY SOUTH | COLLEGE STATION | TX | 77845 | 746000531 | 501(C)3 | $8,133 | $0 | N/A | N/A | RESEARCH | |
| THE UNIVERSITY OF TENNESSE | |||||||||||
| 2240 SUTHERLAND AVENUE SUITE 2 | KNOXVILLE | TN | 37919 | 621844686 | 501(C)3 | $7,360 | $0 | N/A | N/A | RESEARCH | |
| TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA | |||||||||||
| 3451 WALNUT STREET ROOM 305 | PHILADELPHIA | PA | 19104 | 231352685 | 501(C)3 | $6,538 | $0 | N/A | N/A | RESEARCH | |
| UNIVERSITY OF CALIFORNIA SANTA BARBAR | |||||||||||
| 3201 SAASB BUILDING PAYROLL OFFICE | SANTA BARBARA | CA | 93106 | 956006145 | 501(C)3 | $20,902 | $0 | N/A | N/A | RESEARCH | |
| UNIVERSITY OF CINCINNATI | |||||||||||
| PO BOX 932641 | CLEVELAND | OH | 44193 | 316000989 | 501(C)3 | $30,405 | $0 | N/A | N/A | RESEARCH | |
| UNIVERSITY OF FLORIDA | |||||||||||
| PO BOX 113201 | GAINESVILLE | FL | 32611 | 596002052 | 501(C)3 | $7,688 | $0 | N/A | N/A | RESEARCH | |
| UNIVERSITY OF HOUSTON | |||||||||||
| 5000 GULF FWY | HOUSTON | TX | 77204 | 746001399 | 501(C)3 | $5,999 | $0 | N/A | N/A | RESEARCH | |
| UNIVERSITY OF ILLINOIS | |||||||||||
| 28392 NETWORK PLACE | CHICAGO | IL | 60673 | 376000511 | 501(C)3 | $10,194 | $0 | N/A | N/A | RESEARCH | |
| UNIVERSITY OF IOWA | |||||||||||
| 105 JESSIP HALL | IOWA CITY | IA | 52242 | 426004813 | 501(C)3 | $25,210 | $0 | N/A | N/A | RESEARCH | |
| UNIVERSITY OF KENTUCKY | |||||||||||
| 120 STURGILL PHILANTHROPY BUILDING | LEXINGTON | KY | 40506 | 616033693 | 501(C)3 | $18,128 | $0 | N/A | N/A | RESEARCH | |
| UNIVERSITY OF MISSISSIPPI | |||||||||||
| PO BOX 1848 | UNIVERSITY | MS | 38677 | 646001159 | 501(C)3 | $15,461 | $0 | N/A | N/A | RESEARCH | |
| UNIVERSITY OF TEXAS AT ARLINGTON | |||||||||||
| 219 W MAIN ST | ARLINGTON | TX | 76010 | 756000121 | 501(C)3 | $15,912 | $0 | N/A | N/A | RESEARCH | |
| UNIVERSITY OF WISCONSIN | |||||||||||
| DRAWER 538 | MILWAUKEE | WI | 53278 | 396006492 | 501(C)3 | $5,335 | $0 | N/A | N/A | RESEARCH | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 21 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|
| RESEARCH AWARD | 4 | $40,000 | N/A | N/A |
| VSP GRANTS | 16 | $15,170 | N/A | N/A |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | URA HAS COMPLETE MANAGERIAL CONTROL OVER THE COLLECTION OF VSP FUNDS AND THE DISPOSITION OF AWARDS FROM THOSE FUNDS. IN ORDER TO ACCOMPLISH THE AWARD PROCESS THE PRESIDENT SOLICITS SCIENTISTS FROM THE MEMBERSHIP TO SERVE ON THE PEER REVIEW COMMITTEE TO REVIEW RESEARCH PROPOSAL AND RECOMMEND AWARDS. DURING THOSE MEETING THE PRESIDENT IS AN ACTIVE PARTICIPANT, PROVIDES COMMENTARY AND ENFORCEMENT OF URA GUIDELINES, AND CAN INDICATE WHEN A POTENTIAL AWARD IS NOT IN KEEPING WITH THOSE GUIDELINES (INCLUDING MEMBERS IN QUESTIONABLE STANDING WHO MAY BE BEHIND ON ASSESSMENTS). IN PROVIDING PROGRESS PAYMENTS FOR THE VSP AWARDS, URA PROVIDES THE AWARDED INSTITUTIONS WITH A COPY OF THE AWARD DOCUMENT (INDICATING THE APPROVED AMOUNT BY LINE ITEM CATEGORY AND THE AWARD PERIOD). PROGRESS PAYMENTS ARE MADE TO THE INSTITUTION, NOT THE PRINCIPAL INVESTIGATOR. THE INSTITUTIONAL BILLING COMES THROUGH THEIR OFFICE OF GRANTS AND CONTRACTS AND IS CERTIFIED, BY SIGNATURE, THAT THE BILLING IS APPROPRIATE, WITHIN THE SCOPE OF THE AWARD AND ITS BUDGETED PURPOSES, AND HAS BEEN DULY EXPENDED). | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| 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 | 0 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JOHN MESTER | ||||||||||||||
| PRESIDENT | $493,227 | $0 | $0 | $0 | $0 | $0 | $33,000 | $0 | $39,624 | $0 | $565,851 | $0 | $0 | $0 |
| TED WACKLER | ||||||||||||||
| VICE PRESIDENT | $341,534 | $0 | $0 | $0 | $0 | $0 | $32,990 | $0 | $3,350 | $0 | $377,874 | $0 | $0 | $0 |
| DAVID SCHULTZ | ||||||||||||||
| DIRECTOR, USSO | $301,621 | $0 | $0 | $0 | $0 | $0 | $30,152 | $0 | $1,087 | $0 | $332,860 | $0 | $0 | $0 |
| MARY EGGER | ||||||||||||||
| CHIEF COUNSEL | $297,884 | $0 | $0 | $0 | $0 | $0 | $29,778 | $0 | $1,019 | $0 | $328,681 | $0 | $0 | $0 |
| NAVNEET KAUR | ||||||||||||||
| CFO/TREASURER | $225,102 | $0 | $0 | $0 | $0 | $0 | $22,500 | $0 | $9,540 | $0 | $257,142 | $0 | $0 | $0 |
| CLAUDETTE ROSADO-REYES | ||||||||||||||
| DIRECTOR FOR PROGRAMS & PARTNERSHIPS | $160,108 | $0 | $0 | $0 | $0 | $0 | $16,000 | $0 | $11,097 | $0 | $187,205 | $0 | $0 | $0 |
| TIGIST GEBEYEHU | ||||||||||||||
| SR. FINANCE & OPERATIONS ANALYST | $138,829 | $0 | $5,000 | $0 | $0 | $0 | $14,372 | $0 | $14,323 | $0 | $172,524 | $0 | $0 | $0 |
| DAVETTA TRUJILLO | ||||||||||||||
| USSO BUSINESS & FINANCE MANAGER | $128,995 | $0 | $0 | $0 | $0 | $0 | $12,889 | $0 | $10,710 | $0 | $152,594 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | COMPENSATION SURVEYS PUBLISHED BY INDEPENDENT THIRD-PARTY ORGANIZATIONS AND SALARY INFORMATION FROM FILED 990 REPORTS OF COMPARABLE ORGANIZATIONS' OFFICERS AND KEY EMPLOYEES ARE COLLECTED EACH YEAR BY THE GENERAL COUNSEL AND PRESENTED TO THE EXECUTIVE COMMITTEE. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1A | EXECUTIVE COMMITTEE OF THE BOARD COMPOSED OF THE CHAIR OF THE BOARD OF TRUSTEES, THE PRESIDENT OF THE CORPORATION, AND NOT FEWER THAN THREE OR MORE THAN FIVE OTHER TRUSTEES AS THE BOARD OF TRUSTEES MAY DETERMINE FROM TIME TO TIME AT ITS ANNUAL MEETING. THE CHAIR OF THE BOARD OF TRUSTEES SHALL BE THE CHAIR OF THE EXECUTIVE COMMITTEE OF THE BOARD. EXECUTIVE COMMITTEE OF THE BOARD SHALL, IN THE INTERVALS BETWEEN THE MEETINGS OF THE BOARD OF TRUSTEES, HAVE THE IMMEDIATE CHARGE, MANAGEMENT, AND CONTROL OF THE ACTIVITIES AND AFFAIRS OF THE CORPORATION, AND IT SHALL HAVE FULL POWER TO DO ANY AND ALL THINGS IN RELATION TO THE ACTIVITIES AND AFFAIRS OF THE CORPORATION, AND TO EXERCISE ANY POWERS OF THE BOARD OF TRUSTEES WHICH ARE NOT SPECIFICALLY REQUIRED BY LAW OR BY THESE BYLAWS TO BE DONE OR EXERCISED BY THE FULL BOARD. |
| FORM 990, PART VI, SECTION A, LINE 6 | THE ORGANIZATION HAS 92 INSTITUTIONAL UNIVERSITY MEMBERS, EACH REPRESENTED IN THE COUNCIL OF PRESIDENTS (COP) BY THE UNIVERSITY PRESIDENT OR CHANCELLOR. |
| FORM 990, PART VI, SECTION A, LINE 7A | EACH MEMBER OF THE COP HAS ONE VOTE. THE COP ELECTS MEMBERS OF THE BOARD OF TRUSTEES BY THE MAJORITY OF VOTES CAST. |
| FORM 990, PART VI, SECTION A, LINE 7B | THE COP MAY DISAPPROVE ANY ASSESSMENTS FIXED BY THE BOARD OF TRUSTEES; ELECT NEW MEMBER UNIVERSITIES NOMINATED BY THE BOARD; AND APPROVE ANY AMENDMENTS TO THE BYLAWS PROPOSED BY THE BOARD. |
| FORM 990, PART VI, SECTION B, LINE 11B | MANAGEMENT AND ITS EXTERNAL ACCOUNTANTS REVIEW THE 990. THEN THE AUDIT COMMITTEE ASSUMES THE PRINCIPAL RESPONSIBILITY FOR REVIEWING THE 990 ON BEHALF OF THE BOARD OF TRUSTEES. THE BOARD RECEIVES A COPY PRIOR TO ITS FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | IN ADDITION TO THE ANNUAL ACKNOWLEDGEMENT OF THE CONFLICT OF INTEREST POLICY AND DISCLOSURE OF ANY CONFLICTS, ALL OFFICERS AND TRUSTEES ARE UNDER A CONTINUING AND AFFIRMATIVE OBLIGATION TO DISCLOSE ANY CONFLICTS THAT MAY COME UP DURING THE YEAR. TRUSTEES AND MEMBERS OF COMMITTEES REPORT ANY CONFLICTS TO THE BOARD AND GENERAL COUNSEL, AND OTHER OFFICERS REPORT ANY CONFLICTS TO THE PRESIDENT AND GENERAL COUNSEL. THE BOARD RESOLVES ISSUES AMONG BOARD AND COMMITTEE MEMBERS IN CONSULTATION WITH THE GENERAL COUNSEL AND PRESIDENT, AND THE PRESIDENT RESOLVES ISSUES INVOLVING OTHER OFFICERS IN CONSULTATION WITH THE GENERAL COUNSEL. RECUSAL FROM ANY CONFLICTED MATTER IS THE PRACTICE. THE URA EMPLOYEE MANUAL ALSO CONTAINS A CONFLICT OF INTEREST POLICY COVERING ALL EMPLOYEES, AND IT DESCRIBES THE PROCESS FOR DISCLOSURE TO THE PRESIDENT AND RESOLUTION OF ANY CONFLICTS. |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION SURVEYS PUBLISHED BY INDEPENDENT THIRD-PARTY ORGANIZATIONS AND SALARY INFORMATION FROM FILED 990 REPORTS OF COMPARABLE ORGANIZATIONS' OFFICERS AND KEY EMPLOYEES ARE COLLECTED EACH YEAR BY THE GENERAL COUNSEL AND PRESENTED TO THE EXECUTIVE COMMITTEE OF THE BOARD, WHICH MAKES A COMPENSATION RECOMMENDATION TO THE FULL BOARD FOR ITS APPROVAL. PERIODICALLY, MOST RECENTLY, IN 2022, URA CONTRACTS WITH AN INDEPENDENT ENTITY TO COLLECT AND PROVIDE COMPARABLE COMPENSATION DATA. THE EXECUTIVE COMMITTEE AND BOARD CONDUCT THEIR DECISION-MAKING WITH MEMBERS ONLY. COMMITTEE AND BOARD MINUTES AND A MEMORANDUM FROM THE BOARD CHAIR DOCUMENT THIS PROCESS AND DECISION. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2022. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | HUMAN RESOURCE FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 45,238. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 45,238. OTHER CONSULTING FEES: PROGRAM SERVICE EXPENSES 45,112. MANAGEMENT AND GENERAL EXPENSES 1,745,320. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,790,432. RECRUITMENT & ADVERTISING FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 56,000. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 56,000. PROGRAMMATIC SPONSORSHIPS: PROGRAM SERVICE EXPENSES 456,350. MANAGEMENT AND GENERAL EXPENSES 7,500. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 463,850. HONARARIA: PROGRAM SERVICE EXPENSES 46,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 46,000. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEFFERSON SCIENCE AND ENGINEERING LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1140 19TH ST NW SUITE 900 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 994089510 | EIN |
| Primary Activities | TO BID FOR A NEW GOVERNMENT CONTRACT | PrimaryActivitiesTxt |
| Legal Domicile State | DE | LegalDomicileStateCd |
| Total Income | $0 | TotalIncomeAmt |
| End Of Year Assets | $0 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITIES RESEARCH ASSOCIATION INC | BusinessNameLine1Txt |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FERMI RESEARCH ALLIANCE LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 500 | AddressLine1Txt |
| City | BATAVIA | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60510 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 571239010 | EIN |
| Primary Activities | RESEARCH | PrimaryActivitiesTxt |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 7 | PublicCharityStatusTxt |
| 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 | 0 | 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 | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |