STRATEGY STUDIO / PUBLIC DATA EXPLORER

AUTM FOUNDATION: Form 990, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
AUTM FOUNDATION (EIN 14-2000899)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-06-12
IRS object ID
201801639349300775
Schema version
2017v2.2
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

FieldValueIRS element (for citing)
Return2018-06-12T12:31:55-07:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ProActive Tax & AccountingBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1303 SW 140th TerraceAddressLine1Txt
CityJonesvilleCityNm
State AbbreviationFLStateAbbreviationCd
ZIP32669ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN142000899EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1AUTM FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlAUTMBusinessNameControlTxt
Phone8882886950PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15203 SW 91st TerraceAddressLine1Txt
CityGainesvilleCityNm
State AbbreviationFLStateAbbreviationCd
ZIP32608ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRICHARD CHYLLAPersonNm
Person TitleTREASURERPersonTitleTxt
Phone8882886950PhoneNum
Signature2018-05-11SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTOM PORTER CPAPreparerPersonNm
PTINP01990649PTIN
Phone3523337880PhoneNum
Preparation2018-05-14PreparationDt
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerRICHARD CHYLLAPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line15203 SW 91st TerraceAddressLine1Txt
CityGainesvilleCityNm
State AbbreviationFLStateAbbreviationCd
ZIP32608ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$291,088GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressN/AWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2007FormationYr
Legal Domicile StateFLLegalDomicileStateCd
Activity Or MissionTO SUPPORT AUTM ASSOCIATION'S EFFORTS TO BUILD A BETTER WORLD VIA "ADVANCING ACADEMIC TECHNOLOGY TRANSFER GLOBALLY" BY CREATING AWARENESS, BUILDING RELATIONSHIPS AND SECURING PRIVATE SUPPORT.ActivityOrMissionDesc
Voting Members Governing Body6VotingMembersGoverningBodyCnt
Voting Members Independent6VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$251,990PYContributionsGrantsAmt
CY Contributions Grants$291,088CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
CY Investment Income$0CYInvestmentIncomeAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$251,990PYTotalRevenueAmt
CY Total Revenue$291,088CYTotalRevenueAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$30,024PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$81,793CYTotalFundraisingExpenseAmt
PY Other Expenses$127,488PYOtherExpensesAmt
CY Other Expenses$253,901CYOtherExpensesAmt
PY Total Expenses$157,512PYTotalExpensesAmt
CY Total Expenses$253,901CYTotalExpensesAmt
PY Revenues Less Expenses$94,478PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$37,187CYRevenuesLessExpensesAmt
Total Assets BOY$128,655TotalAssetsBOYAmt
Total Assets EOY$130,826TotalAssetsEOYAmt
Total Liabilities BOY$34,177TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,400TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$94,478NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$129,426NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionThe core purpose of the AUTM Foundation is to support and enhance theMissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$30,293ExpenseAmt
Revenue$48,552RevenueAmt
DescTECHNOLOGY TRANSFER TRAINING PROGRAM: THERE IS A DEMAND FOR WELL-TRAINED TECHNOLOGY TRANSFER PROFESSIONALS WITH STRONG SCIENTIFIC BACKGROUNDS SPECIALIZING IN INVENTION DISCLOSURE AND ASSESSMENT, INTELLECTUAL PROPERTY MANAGEMENT, MARKETING, LICENSING, STARTUP COMPANY CREATION, OPERATIONS AND LEADERSHIP. HOWEVER, THESE PROFESSIONS REQUIRE SUBSTANTIAL INDUSTRY TRAINING BEYOND ADVANCED EDUCATION AND RESEARCH. THE AUTM FOUNDATION HAS DEVELOPED A CAREER-ENHANCING PROGRAM DESIGNED TO PROVIDE SUCH TRAINING FOR SCIENCE AND ENGINEER STUDENTS INTERESTED IN ACADEMIC TECHNOLOGY TRANSFER. THE AUTM FOUNDATION CONTINUES TO ENHANCE CURRENT EDUCATIONAL COURSES, WHILE ALSO DEVELOPING NEW TRAINING OPPORTUNITIES THAT REFLECT THE EVOLVING NEEDS OF THE GROWING TECHNOLOGY TRANSFER PROFESSION.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$2,120ExpenseAmt
Revenue$69RevenueAmt
DescATAIN AUTM HAS PARTNERED WITH ATAIN (ACCESS TECHNOLOGY ACROSS INDIANA) TO PROVIDE A SPECIAL OPPORTUNITY FOR EMPLOYEES OR STUDENTS AFFILIATED WITH AN INDIANA RESEARCH INSTITUTION TO PARTICIPATE IN AUTM'S CENTRAL REGION MEETING, WHERE THE CHOSEN CANDIDATE(S) WILL HAVE AN EXTRAORDINARY OPPORTUNITY TO PARTICIPATE IN EDUCATIONAL SESSIONS AND NETWORKING. FUNDS ARE PROVIDED TO PAY FOR MEETING REGISTRATION, THREE NIGHT HOTEL STAY AND ONE YEAR AUTM MEMBERSHIP, IF APPLICABLE. ALL PARTICIPANTS MUST BE AFFIDesc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$1,668ExpenseAmt
Revenue$11,135RevenueAmt
DescINNOVATION THE MOST SUCCESSFUL INNOVATIONS OF OUR TIME HAVE BEEN ACHIEVED BECAUSE OF EARLY FUNDING AND COLLABORATIVE ENGAGEMENT THAT BROUGHT RESEARCH FINDINGS FROM A LAB INTO EVERYDAY PRACTICE. OVER THE NEXT FEW YEARS, AUTM WILL EXPAND AND ENHANCE ITS SERVICES AND PROGRAMS TO REACH MORE MEMBERS AND PROVIDE EASIER ACCESS TO INFORMATION AND TRAINING. PLANNED PROGRAMS INCLUDE DATA & METRICS, PILOT PROGRAMS AND OUTREACH & ENGAGEMENT.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$56,236ExpenseAmt
Revenue$231,332RevenueAmt
DescBesides Technology Transfer Training, ATAIN and Innovation, AUTM Foundation also features Innovation, AUTM Foundation also features Innovation, AUTM Foundation also featuresDesc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$56,236TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Revenue$231,332TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$90,317TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Temp Or Permanent EndowmentsfalseTempOrPermanentEndowmentsInd
Report Land Building EquipmentfalseReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingYes (true)ProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With Officer EntfalseBusinessRlnWithOfficerEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members6GoverningBodyVotingMembersCnt
Independent Voting Member6IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesYes (true)DelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersYes (true)ElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesfalseMinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonKELLY MARKEYPersonNm
Phone8882886950PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15203 SW 91st TerraceAddressLine1Txt
CityGainesvilleCityNm
State AbbreviationFLStateAbbreviationCd
ZIP32608ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (6 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
CHRISTOPHER YOCHIM
Chairman1.00Yes (X)Yes (X)$0$0$0
JOHN PERCHOROWICZ PHD RTTP
Secretary / AUTM Board Rep1.00Yes (X)Yes (X)$0$0$0
RICHARD W CHYLLA PHD CLP RTTP
Treasurer / AUTM Board Rep1.00Yes (X)Yes (X)$0$0$0
CARL GULBRANDSEN PHD JD
Director1.00Yes (X)$0$0$0
KATHLEEN A DENIS PHD CLP
Director1.00Yes (X)$0$0$0
LAURA SCHOPPE MBA MSE RTTP
Director1.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
All Other Contributions$291,088AllOtherContributionsAmt
Total Contributions$291,088TotalContributionsAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$291,088TotalRevenueColumnAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$159,225TotalAmt
Program Services$51,613ProgramServicesAmt
Management And General$45,845ManagementAndGeneralAmt
Fundraising$61,767FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$17,450TotalAmt
Program Services$0ProgramServicesAmt
Management And General$17,450ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$12,103TotalAmt
Program Services$360ProgramServicesAmt
Management And General$11,743ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$16,603TotalAmt
Program Services$3,321ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$13,282FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$145TotalAmt
Program Services$0ProgramServicesAmt
Management And General$145ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$35,158TotalAmt
Program Services$28,414ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$6,744FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$13,217TotalAmt
Program Services$6,609ProgramServicesAmt
Management And General$6,608ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$253,901TotalAmt
Program Services$90,317ProgramServicesAmt
Management And General$81,791ManagementAndGeneralAmt
Fundraising$81,793FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$126,259BOYAmt
EOY$130,826EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$2,396BOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$128,655BOYAmt
EOY$130,826EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$23,138BOYAmt
EOY$1,400EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$11,039BOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$34,177BOYAmt
EOY$1,400EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$43,296BOYAmt
EOY$43,566EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$51,182BOYAmt
EOY$85,860EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$94,478BOYAmt
EOY$129,426EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$128,655BOYAmt
EOY$130,826EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$37,187ReconcilationRevenueExpnssAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewYes (true)AccountantCompileOrReviewInd

Acct Compile Or Review Basis AcctCompileOrReviewBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
FS AuditedfalseFSAuditedInd
Audit CommitteefalseAuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year$251,990CurrentTaxYearMinus1YearAmt
Current Tax Year$291,088CurrentTaxYearAmt
Total$543,078TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year$251,990CurrentTaxYearMinus1YearAmt
Current Tax Year$291,088CurrentTaxYearAmt
Total$543,078TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$543,078PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Total Support$543,078TotalSupportAmt
Public Support CY1701.00000PublicSupportCY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind
Public Support Total509$0PublicSupportTotal509Amt
Public Support CY5090PublicSupportCY509Pct
Investment Income CY0InvestmentIncomeCYPct

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Agrmt Prof Fundraising ActyfalseAgrmtProfFundraisingActyInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
OtherContinued from Part I, Line 1: through charitable, educational and scientific endeavors.
Pt VI, Line 3The organization has delegated control over management duties customarily performed by or under the direct supervision of officers, directors or trustees to Kelly Markey of Kelmar Group Consulting, Inc. The organization has a signed consulting agreement to this effect.
Pt VI, Line 7aThe organization's by-laws provide that two directors are to be appointed by the board of directors of the Association of University Technology Managers, a related organization.
Pt VI, Line 8bThe organization does not have any committees with authority to act on behalf of the governing body.
Pt VI, Line 11bA completed copy of Form 990 will be reviewed by the treasurer. A copy will also be distributed for review to each of the board members.
Pt VI, Line 15aCompensation was reviewed and approved by the AUTM Association Board, a related party.
Pt VI, Line 12cOfficers and directors are required to sign a conflict of interest disclosure statement.
Form 990, Part III, Line 4dBesides Technology Transfer Training, ATAIN and 56236. 0. 231332.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1Association of University Technology ManagersBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11 Parkview Plaza Ste 800AddressLine1Txt
CityVilla ParkCityNm
State AbbreviationILStateAbbreviationCd
ZIP60181ZIPCd
FieldValueIRS element (for citing)
EIN363011951EIN
Primary ActivitiesACADEMIC TECHNOLOGY TRANSFERPrimaryActivitiesTxt
Legal Domicile StateILLegalDomicileStateCd
Exempt Code Section501(c)(6)ExemptCodeSectionTxt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1NABusinessNameLine1Txt
FieldValueIRS element (for citing)
Controlled OrganizationfalseControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgfalseGiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (true)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesfalseSharingOfFacilitiesInd
Paid Employees SharingfalsePaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd