ASU ENTERPRISE PARTNERS: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ASU ENTERPRISE PARTNERS (EIN 47-5599177)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-03-20
- IRS object ID
- 202600799349301450
- Schema version
- 2024v5.5
- 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 C
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule K
- Schedule O
- Schedule R
- Affiliated Group Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-03-20T11:41:50-05:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY ADVISORY GROUP LP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6320 CANOGA AVENUE 17TH FLOOR | AddressLine1Txt |
| City | WOODLAND HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91367 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 475599177 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ASU ENTERPRISE PARTNERS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ASUE | BusinessNameControlTxt |
| Phone | 4809653759 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2260 | AddressLine1Txt |
| City | TEMPE | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 852802260 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | VIRGINIA E DESANTO | PersonNm |
| Person Title | VP/TREASURER/CFO | PersonTitleTxt |
| Phone | 4809653759 | PhoneNum |
| Signature | 2026-03-18 | 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 | WENDY CAMPOS | PreparerPersonNm |
| PTIN | P00448102 | PTIN |
| Phone | 8185771900 | PhoneNum |
| Preparation | 2026-03-18 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MERIDITH RENTZ | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2260 | AddressLine1Txt |
| City | TEMPE | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 852802260 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $50,614,825 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.ASUENTERPRISEPARTNERS.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2015 | FormationYr |
| Legal Domicile State | AZ | LegalDomicileStateCd |
| Activity Or Mission | ORGANIZATION'S MISSIONASU ENTERPRISE PARTNERS ("ASUEP") SERVES AS THE RESOURCE-RAISING ARM OF ARIZONA STATE UNIVERSITY. AS THE PARENT ORGANIZATION OF FIVE NONPROFITS THAT ARE EACH TASKED WITH IDENTIFYING NEW REVENUE OPPORTUNITIES, ASU ENTERPRISE PARTNERS REPRESENTS A HIGHLY EFFICIENT MODEL FOR DIVERSIFIED REVENUE GENERATION. THROUGH ITS NONPROFITS, ASU ENTERPRISE PARTNERS INVESTS IN INITIATIVES AND PARTNERSHIP OPPORTUNITIES THAT PROVIDE RESOURCES TO ARIZONA STATE UNIVERSITY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 8 | VotingMembersIndependentCnt |
| Total Employee | 178 | TotalEmployeeCnt |
| Total Volunteers | 9 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $293,954 | PYContributionsGrantsAmt |
| CY Contributions Grants | $14,816,150 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $3,717,481 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $3,868,805 | CYProgramServiceRevenueAmt |
| PY Investment Income | $4,232,250 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,858,635 | CYInvestmentIncomeAmt |
| PY Other Revenue | $5,887,538 | PYOtherRevenueAmt |
| CY Other Revenue | $3,597,793 | CYOtherRevenueAmt |
| PY Total Revenue | $14,131,223 | PYTotalRevenueAmt |
| CY Total Revenue | $26,141,383 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $3,438,775 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $6,997,781 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $9,030,576 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $7,517,642 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $240,698 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $11,739,778 | PYOtherExpensesAmt |
| CY Other Expenses | $10,962,948 | CYOtherExpensesAmt |
| PY Total Expenses | $24,209,129 | PYTotalExpensesAmt |
| CY Total Expenses | $25,478,371 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$10,077,906 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $663,012 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $367,975,233 | TotalAssetsBOYAmt |
| Total Assets EOY | $394,391,590 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $132,222,957 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $121,413,387 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $235,752,276 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $272,978,203 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE OORGANIZATION'S MISSIONASU ENTERPRISE PARTNERS SERVES AS THE RESOURCE-RAISING ARM OF ARIZONA STATE UNIVERSITY. AS THE PARENT ORGANIZATION OF FIVE NONPROFITS THAT ARE EACH TASKED WITH IDENTIFYING NEW REVENUE OPPORTUNITIES, ASU ENTERPRISE PARTNERS REPRESENTS A HIGHLY EFFICIENT MODEL FOR DIVERSIFIED REVENUE GENERATION. THROUGH ITS NONPROFITS, ASU ENTERPRISE PARTNERS INVESTS IN INITIATIVES AND PARTNERSHIP OPPORTUNITIES THAT PROVIDE RESOURCES TO ARIZONA STATE UNIVERSITY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $4,747,594 | ExpenseAmt |
| Grant | $25 | GrantAmt |
| Revenue | $3,602,541 | RevenueAmt |
| Desc | SEE SCHEDULE OASUEP THROUGH ITS SUBSIDIARY UNIVERSITY REALTY AIMS TO ADVANCE ASU BY ACCEPTING AND MONETIZING COMMERCIAL OFFICE, RETAIL, AND MULTIFAMILY BUILDINGS. ADDITIONALLY, THEY TAKE ADVANTAGE OF OPPORTUNITIES TO INVEST, ACQUIRE, AND DISPOSE OF REAL ESTATE AT LOGICAL POINTS IN REAL ESTATE CYCLES. BUILDING DESIGN, CONSTRUCTION, AND FINANCING OF OFFICE, INDUSTRIAL, AND MULTI-FAMILY PROJECTS. CURRENTLY, THE ORGANIZATION HOLDS $44.8 MILLION IN LAND AND BUILDING INVESTMENTS. UNIVERSITY REALTY OVERSEES PROJECTS NATIONWIDE, FROM SKYSONG IN SCOTTSDALE, TO BRICKYARD IN TEMPE, TO THE WASHINGTON CENTER IN THE HEART OF THE DISTRICT OF COLUMBIA, TO THE HERALD EXAMINER BUILDING IN LOS ANGELES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,471,596 | ExpenseAmt |
| Grant | $8,000 | GrantAmt |
| Revenue | $1,401,126 | RevenueAmt |
| Desc | SEE SCHEDULE OSKYSONG INNOVATIONS, LLC IS AN ARIZONA LIMITED LIABILITY COMPANY AND WHOLLY OWNED SUBSIDIARY OF ASUEP WHICH, SOLELY FOR TAX PURPOSES, MAKES IT A DISREGARDED ENTITY OF ASUEP. SKYSONG WORKS WITH ASU FACULTY, POSTDOCS, AND STUDENTS TO TRANSLATE THEIR RESEARCH INNOVATIONS INTOCOMMERCIAL APPLICATIONS. TO DATE, MORE THAN 260 STARTUPS HAVE BEEN LAUNCHED BASED ON ASU INNOVATIONS, ATTRACTING MORE THAN $1.5 BILLION IN FUNDING FROM OUTSIDE INVESTORS, GENERATING SUBSTANTIAL LOCAL ECONOMIC MPACT. THE NATIONAL ACADEMY OF INVENTORS AND THE INTELLECTUAL PROPERTY WNERS ASSOCIATION NOW RANKS ASU NUMBER 9 WORLDWIDE AND 5TH IN THE U.S. FOR US PATENTS GRANTED TO UNIVERSITIES. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $9,058,091 | ExpenseAmt |
| Grant | $6,989,756 | GrantAmt |
| Revenue | $2,154,180 | RevenueAmt |
| Desc | SEE SCHEDULE OASUEP MANAGES INVESTMENT POOLS AND PROGRAMS THAT GENERATE REVENUE THROUGH INVESTMENTS IN EDUCATION TECHNOLOGY COMPANIES AND AN ANGEL INVESTOR MEMBERSHIP PROGRAM TO ADVANCE ASU-AFFILIATED STARTUPS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $15,277,281 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | 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 | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | 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 | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| 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 | Yes (1) | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 122 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 178 | 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 | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 8 | 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 | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | 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 | Yes (1) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (1) | WrittenPolicyOrProcedureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | VIRGINIA E DESANTO | PersonNm |
| Phone | 4809657825 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2260 | AddressLine1Txt |
| City | TEMPE | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 852802260 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (21 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 | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| MERIDITH RENTZ | ||||||||||
| CHIEF ENTERPRISE PARTNERS OFFICER | 40.00 | 10.00 | Yes (X) | Yes (X) | $370,713 | $0 | $47,483 | |||
| JOHN GRAHAM | ||||||||||
| CHAIR | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| JUANITA FRANCIS | ||||||||||
| VICE CHAIR | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| NICOLE COLYER | ||||||||||
| SECRETARY (THRU 8/24) | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| STEVE BETTS | ||||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| MICHAEL CROW | ||||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| CHRIS HOWARD | ||||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| LISA LOO | ||||||||||
| DIRECTOR | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| ANNE MARIUCCI | ||||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MORGAN OLSEN | ||||||||||
| DIRECTOR | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| VIRGINIA E DESANTO | ||||||||||
| VP, CFO & TREASURER | 38.00 | 12.00 | Yes (X) | $295,939 | $0 | $44,812 | ||||
| MACKENZIE WOODS | ||||||||||
| GENERAL COUNSEL, SECRETARY (AS OF 9/24) | 47.00 | 3.00 | Yes (X) | $65,376 | $0 | $12,087 | ||||
| AUGUSTINE CHENG | ||||||||||
| MANAGING DIRECTOR & CEO (SI) | 50.00 | 0.00 | $595,793 | $0 | $51,857 | Yes (X) | ||||
| JEFF MINDLIN | ||||||||||
| CHIEF INVEST. OFFICER/MANAGING DIR. UR | 40.00 | 0.00 | $383,722 | $0 | $61,369 | Yes (X) | ||||
| JEFF ROBERTS | ||||||||||
| MANAGING DIR. UR (THRU 1/25) | 50.00 | 0.00 | $347,460 | $0 | $48,020 | Yes (X) | ||||
| KYLE SIEGAL | ||||||||||
| ED & CHIEF PATENT COUNSEL | 40.00 | 0.00 | $328,679 | $0 | $60,569 | Yes (X) | ||||
| CHARLIE LEWIS | ||||||||||
| VP VENTURE DEV. & PHYS SCI. (SI) | 40.00 | 0.00 | $256,167 | $0 | $45,936 | Yes (X) | ||||
| SAMANTHA BRADLEY | ||||||||||
| MANAGING DIR. REALM SPARK | 40.00 | 0.00 | $229,533 | $0 | $34,189 | Yes (X) | ||||
| GINA MILLER | ||||||||||
| CHIEF PEOPLE OFFICER | 40.00 | 0.00 | $212,713 | $0 | $36,695 | Yes (X) | ||||
| ERIN BARRINGER-STERNER | ||||||||||
| CHIEF DATA OFFICER | 40.00 | 0.00 | $209,005 | $0 | $17,256 | Yes (X) | ||||
| DANIEL DILLON | ||||||||||
| FORMER PRESIDENT & CEO | 38.00 | 2.00 | $177,026 | $0 | $21,294 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,472,126 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $481,567 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 54 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | 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 |
|---|---|---|---|---|---|
| WORKDAY INC | |||||
| PO BOX 886106 | LOS ANGELES | CA | 90088 | SOFTWARE SERVICES | $1,436,707 |
| POLSINELLI PC | |||||
| 700 W 47TH ST STE 1000 | KANSAS CITY | MO | 64112 | SI PATENT PROSECUTION | $989,222 |
| SALESFORCECOM INC | |||||
| 415 MISSION ST 3RD FL | SAN FRANCISCO | CA | 94105 | SOFTWARE SERVICES | $738,115 |
| BOOTH UDALL FULLER PLC | |||||
| 1255 W RIO SALADO PKWY 215 | TEMPE | AZ | 85281 | SI PATENT PROSECUTION | $641,529 |
| QUARLES AND BRADY LLP | |||||
| TWO N CENTRAL AVE | PHOENIX | AZ | 85004 | EP LEGAL SVS & SI PATENT PROSECUTION | $548,156 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 27 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $14,798,147 | RelatedOrganizationsAmt |
| All Other Contributions | $18,003 | AllOtherContributionsAmt |
| Total Contributions | $14,816,150 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| PROGRAM RENTALS | 532000 | $2,301,661 | $2,301,661 |
| PROGRAM SUPPORT | 611710 | $1,236,999 | $1,236,999 |
| PROGRAM REV & MBRSHP | 541900 | $330,145 | $330,145 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $3,868,805 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,774,199 | TotalRevenueColumnAmt |
| Exclusion | $3,774,199 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $110,764 | TotalRevenueColumnAmt |
| Exclusion | $110,764 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $197,987 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $197,987 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $197,987 | TotalRevenueColumnAmt |
| Exclusion | $197,987 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $24,557,878 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $24,473,442 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $84,436 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $84,436 | TotalRevenueColumnAmt |
| Exclusion | $84,436 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| ASSET MANAGMENT FEES | 900099 | $2,653,901 | $2,653,901 |
| OTHER PROGRAM SERVICE | 900099 | $635,141 | $635,141 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $3,289,042 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $26,141,383 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $7,157,847 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $4,167,386 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,997,781 | TotalAmt |
| Program Services | $6,997,781 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,112,027 | TotalAmt |
| Program Services | $324,198 | ProgramServicesAmt |
| Management And General | $667,216 | ManagementAndGeneralAmt |
| Fundraising | $120,613 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,836,176 | TotalAmt |
| Program Services | $742,763 | ProgramServicesAmt |
| Management And General | $4,009,826 | ManagementAndGeneralAmt |
| Fundraising | $83,587 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $261,700 | TotalAmt |
| Program Services | $42,649 | ProgramServicesAmt |
| Management And General | $219,051 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $933,465 | TotalAmt |
| Program Services | $52,982 | ProgramServicesAmt |
| Management And General | $845,502 | ManagementAndGeneralAmt |
| Fundraising | $34,981 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $374,274 | TotalAmt |
| Program Services | $57,319 | ProgramServicesAmt |
| Management And General | $316,955 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $269,922 | TotalAmt |
| Program Services | $134,505 | ProgramServicesAmt |
| Management And General | $135,417 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,093,938 | TotalAmt |
| Program Services | $936,397 | ProgramServicesAmt |
| Management And General | $157,541 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,205 | TotalAmt |
| Management And General | $62,205 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $430,000 | TotalAmt |
| Management And General | $430,000 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $708,283 | TotalAmt |
| Program Services | $708,283 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $943,157 | TotalAmt |
| Program Services | $393,442 | ProgramServicesAmt |
| Management And General | $549,715 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,759 | TotalAmt |
| Management And General | $22,759 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,530,455 | TotalAmt |
| Program Services | $1,266,208 | ProgramServicesAmt |
| Management And General | $262,730 | ManagementAndGeneralAmt |
| Fundraising | $1,517 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,531,659 | TotalAmt |
| Program Services | $8,691 | ProgramServicesAmt |
| Management And General | $1,522,968 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,333,299 | TotalAmt |
| Program Services | $1,298,309 | ProgramServicesAmt |
| Management And General | $34,990 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $104,092 | TotalAmt |
| Program Services | $16,550 | ProgramServicesAmt |
| Management And General | $87,542 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,664 | TotalAmt |
| Program Services | $1,514 | ProgramServicesAmt |
| Management And General | $33,150 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $796,954 | TotalAmt |
| Program Services | $768,320 | ProgramServicesAmt |
| Management And General | $28,634 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $261,385 | TotalAmt |
| Program Services | $62,500 | ProgramServicesAmt |
| Management And General | $198,885 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| PROGRAM RENTAL EXPENSES | $1,125,359 | $1,125,359 | |
| OTHER EXPENSES | $364,844 | $333,083 | $31,761 |
| FEES AND SUBSCRIPTIONS | $178,443 | $5,718 | $172,725 |
| MEALS AND CULTIVATION | $171,530 | $710 | $170,820 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,478,371 | TotalAmt |
| Program Services | $15,277,281 | ProgramServicesAmt |
| Management And General | $9,960,392 | ManagementAndGeneralAmt |
| Fundraising | $240,698 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,593,353 | BOYAmt |
| EOY | $5,687,682 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,039,820 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,831,429 | BOYAmt |
| EOY | $29,737,960 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $492,193 | BOYAmt |
| EOY | $399,829 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $70,889,372 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $15,937,867 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $60,009,933 | BOYAmt |
| EOY | $54,951,505 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $259,096,606 | BOYAmt |
| EOY | $281,350,905 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,911,899 | BOYAmt |
| EOY | $22,263,709 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $367,975,233 | BOYAmt |
| EOY | $394,391,590 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,390,229 | BOYAmt |
| EOY | $27,029,450 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $263,133 | BOYAmt |
| EOY | $287,846 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,330,066 | BOYAmt |
| EOY | $43,070,250 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $61,239,529 | BOYAmt |
| EOY | $51,025,841 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $132,222,957 | BOYAmt |
| EOY | $121,413,387 | 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 | $234,574,929 | BOYAmt |
| EOY | $271,728,393 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,177,347 | BOYAmt |
| EOY | $1,249,810 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $235,752,276 | BOYAmt |
| EOY | $272,978,203 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $367,975,233 | BOYAmt |
| EOY | $394,391,590 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $663,012 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $35,826,155 | NetUnrlzdGainsLossesInvstAmt |
| Investment Expense | $708,283 | InvestmentExpenseAmt |
| Other Changes In Net Assets | $28,477 | OtherChangesInNetAssetsAmt |
| 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) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| College Organization | Yes (X) | CollegeOrganizationInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $13,416,747 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,357,054 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,334,297 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $293,954 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,816,150 | CurrentTaxYearAmt |
| Total | $38,218,202 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $13,416,747 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,357,054 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,334,297 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $293,954 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,816,150 | CurrentTaxYearAmt |
| Total | $38,218,202 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $12,579,864 | SubstantialContributorsTotAmt |
| Public Support Total170 | $25,638,338 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,322,545 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,913,804 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,133,442 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,385,849 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,082,950 | CurrentTaxYearAmt |
| Total | $27,838,590 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $66,056,792 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $57,899,991 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.38810 | PublicSupportCY170Pct |
| Public Support PY170 | 0.19710 | 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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Belongs Afflt Grp | Yes (X) | OrganizationBelongsAffltGrpInd |
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $160,000 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $160,000 | AffiliatedGroupTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $270,000 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $360,000 | AffiliatedGroupTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $430,000 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $520,000 | AffiliatedGroupTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $25,048,371 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $264,992,476 | AffiliatedGroupTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $25,478,371 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $265,512,476 | AffiliatedGroupTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $1,000,000 | AffiliatedGroupTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $250,000 | AffiliatedGroupTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $4,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $309,780 | CurrentYearMinus3Amt |
| Current Year Minus2 | $335,408 | CurrentYearMinus2Amt |
| Current Year Minus1 | $360,196 | CurrentYearMinus1Amt |
| Current Year | $520,000 | CurrentYearAmt |
| Total | $1,525,384 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $1,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $0 | CurrentYearMinus3Amt |
| Current Year Minus2 | $0 | CurrentYearMinus2Amt |
| Current Year Minus1 | $0 | CurrentYearMinus1Amt |
| Current Year | $160,000 | CurrentYearAmt |
| Total | $160,000 | TotalAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE C, PART II-A: | FormAndLineReferenceDesc |
| Explanation | INFORMATION REGARDING LOBBYING ACTIVITIES AS A PART OF ITS MISSION, ASU ENTERPRISE PARTNERS, CONTRIBUTES TO PUBLIC COMMUNICATION AND ADVOCACY ACTIVITIES THAT SUPPORT HIGHER EDUCATION IN ARIZONA AND THE NEED FOR ADEQUATE FUNDING TO PROVIDE EXCELLENT EDUCATIONAL OPPORTUNITIES FOR ARIZONA RESIDENTS. | ExplanationTxt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $6,250,000 | InvestmentCostOrOtherBasisAmt |
| Book Value | $6,250,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $38,580,000 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $19,181,974 | OtherCostOrOtherBasisAmt |
| Depreciation | $10,628,207 | DepreciationAmt |
| Book Value | $47,133,767 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,112,186 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,972,996 | DepreciationAmt |
| Book Value | $139,190 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,765,212 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,336,664 | DepreciationAmt |
| Book Value | $1,428,548 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $54,951,505 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| NET INV DIRECT FINANCING | $13,385,000 |
| ASSETS WITH LIMITED USE | $8,253,377 |
| OTHER ASSETS | $625,332 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $22,263,709 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| ASSETS HELD FOR OTHER ENTITIES | $45,087,761 |
| INTEREST RATE SWAPS LIABILITY | $1,706,498 |
| OTHER LIABILITIES | $4,231,582 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $51,025,841 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $551,491,349 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $35,826,155 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $489,523,811 | OtherRevenueAmt |
| Revenue Not Reported | $525,349,966 | RevenueNotReportedAmt |
| Revenue Subtotal | $26,141,383 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $26,141,383 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $289,245,132 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $244,090,112 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $244,090,112 | ExpensesNotReportedAmt |
| Expenses Subtotal | $45,155,020 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $708,283 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | -$20,384,932 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | -$19,676,649 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $25,478,371 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | LIABILITY FOR UNCERTAIN TAX POSITION (ASC 740) ASU ENTERPRISE PARTNERS ("ASUEP") IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(A) AS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3) AND IS FURTHER CLASSIFIED AS PUBLIC CHARITY AS DESCRIBED IN SECTIONS 509(A)(1) AND 170(B)(1)(A)(IV) OF THE INTERNAL REVENUE CODE (CODE). THE ORGANIZATION IS SUBJECT TO TAX ON INCOME UNRELATED TO ITS EXEMPT PURPOSE, UNLESS THAT INCOME IS OTHERWISE EXCLUDED BY THE CODE. THE ORGANIZATION HAS PROCESSES PRESENTLY IN PLACE TO ENSURE THE MAINTENANCE OF ITS TAX-EXEMPT STATUS; TO IDENTIFY AND REPORT UNRELATED INCOME; TO DETERMINE ITS FILING AND TAX OBLIGATIONS IN JURISDICTIONS FOR WHICH IT HAS NEXUS; AND TO IDENTIFY AND EVALUATE OTHER MATTERS THAT MAY BE CONSIDERED TAX POSITIONS. UR AND SI AND ALL SINGLE MEMBER LLCS UNDER THEM HAVE NOT ELECTED TO BE TAXED AS CORPORATIONS AND, THEREFORE, ARE ALL DISREGARDED ENTITIES OF ASUEP FOR FEDERAL, STATE, AND LOCAL INCOME TAX PURPOSES. VENTURES IS A FOR PROFIT CORPORATION WHOLLY OWNED BY SI, AND IS A SEPARATE ENTITY FOR FEDERAL, STATE, AND LOCAL INCOME TAX PURPOSES. THE ORGANIZATION FOLLOWS GUIDANCE THAT CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN, INCLUDING ISSUES RELATING TO FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT. THIS GUIDANCE PROVIDES THAT THE TAX EFFECTS FROM AN UNCERTAIN TAX POSITION CAN ONLY BE RECOGNIZED IN THE FINANCIAL STATEMENTS IF THE POSITION IS "MORE-LIKELY-THAN-NOT" TO BE SUSTAINED IF THE POSITION WERE TO BE CHALLENGED BY A TAXING AUTHORITY. THE ASSESSMENT OF THE TAX POSITION IS BASED SOLELY ON THE TECHNICAL MERITS OF THE POSITION, WITHOUT REGARD TO THE LIKELIHOOD THAT THE TAX POSITION MAY BE CHALLENGED. THE TAX YEARS ENDING JUNE 30, 2025, 2024, 2023, 2022, AND 2021 ARE STILL OPEN TO AUDIT FOR BOTH FEDERAL AND STATE PURPOSES. THE ORGANIZATION HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS AS OF JUNE 30, 2025 AND 2024. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | ASUF REVENUE 458,341,814. ASURE REVENUE 3,192,846. ECASU REVENUE 7,782,127. OH REVENUE 19,901,243. RESERVES SUBSIDY -2,018,000. SERVICE AGREEMENT - COST REIMBURSEMENT 22,990,691. CHANGE IN VALUE INTEREST RATE SWAP 28,477. PROGRAM RENTAL EXPENSES -1,125,359. ELIMINATIONS BETWEEN OUTSIDE ENTITIES -24,412,198. NEWSELL REVENUE 4,304,570. SHARED SERVICES ALLOCATION FROM OTHER AFFILIATES 537,600. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | ASUF EXPENSE 246,773,478. ASURE EXPENSE 2,656,979. ECASU EXPENSE 7,923,423. OH EXPENSE 24,233,744. ELIMINATIONS BETWEEN EP/UR/SI 4,252,511. ELIMINATIONS BETWEEN OUTSIDE ENTITIES -44,883,447. NW EXPENSE 3,133,424. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | PROGRAM RENTAL EXPENSES 1,125,359. RESERVES SUBSIDY 2,018,000. ASUEP SERVICE AGREEMENT - COST REIMBURSEMENT -13,569,610. AZTE SERVICE AGREEMENT - COST REIMBURSEMENT -9,421,081. SHARED SERVICES ALLOCATION FROM OTHER AFFILIATES -537,600. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (4 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| EAST ASIA AND THE PACIFIC | 0 | 0 | PROGRAM SERVICES | CONSULTING AND SOFTWARE SERVICES | $64,466 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | PROGRAM SERVICES | LEGAL/RECRUITMENT/SOFTWARE SERVICES | $90,994 |
| NORTH AMERICA | 0 | 0 | PROGRAM SERVICES | RECRUITMENT SERVICES | $43,985 |
| SUB-SAHARAN AFRICA | 0 | 0 | PROGRAM SERVICES | CONSULTING SERVICES | $12,660 |
| 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 | $212,105 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $212,105 | 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 |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| ARIZONA STATE UNIVERSITY | ||||||||
| PO BOX 877505 | TEMPE | AZ | 85287 | 860196696 | 115 | $84,823 | $0 | PROGRAM SUPPORT |
| ASU ENTERPRISE PARTNERS OUTREACH HUB | ||||||||
| PO BOX 2260 | TEMPE | AZ | 852802260 | 882681235 | 501(C)(3) | $2,595,736 | $0 | PROGRAM SUPPORT |
| ASU FOUNDATION FOR A NEW AMERICAN UNIVERSITY | ||||||||
| PO BOX 2260 | TEMPE | AZ | 852802260 | 866051042 | 501(C)(3) | $4,306,168 | $0 | PROGRAM SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 3 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS GRANTS PAID CONSIST OF FUNDS PROVIDED TO ARIZONA STATE UNIVERSITY AND OTHER NON-PROFITS FOR ASU RELATED INITIATIVES, WHICH ARE ACCOUNTED FOR AND MONITORED THROUGH THE USE OF ACCOUNTS AND ACCOUNT PURPOSE AT THE TIME OF EACH DISBURSEMENT. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| 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 | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (11 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AUGUSTINE CHENG | ||||||||||||||
| MANAGING DIRECTOR & CEO (SI) | $444,067 | $0 | $137,675 | $0 | $14,051 | $0 | $24,150 | $0 | $27,707 | $0 | $647,650 | $0 | $0 | $0 |
| JEFF MINDLIN | ||||||||||||||
| CHIEF INVEST. OFFICER/MANAGING DIR. | $319,450 | $0 | $64,272 | $0 | $0 | $0 | $23,883 | $0 | $37,486 | $0 | $445,091 | $0 | $0 | $0 |
| MERIDITH RENTZ | ||||||||||||||
| CHIEF ENTERPRISE PARTNERS OFFICER | $334,429 | $0 | $28,000 | $0 | $8,284 | $0 | $16,340 | $0 | $31,143 | $0 | $418,196 | $0 | $0 | $0 |
| JEFF ROBERTS | ||||||||||||||
| MANAGING DIR. UR (THRU 1/25) | $315,935 | $0 | $31,500 | $0 | $25 | $0 | $24,150 | $0 | $23,870 | $0 | $395,480 | $0 | $0 | $0 |
| KYLE SIEGAL | ||||||||||||||
| ED & CHIEF PATENT COUNSEL | $303,679 | $0 | $25,000 | $0 | $0 | $0 | $22,591 | $0 | $37,978 | $0 | $389,248 | $0 | $0 | $0 |
| VIRGINIA E DESANTO | ||||||||||||||
| VP, CFO & TREASURER | $287,262 | $0 | $8,677 | $0 | $0 | $0 | $20,770 | $0 | $24,042 | $0 | $340,751 | $0 | $0 | $0 |
| CHARLIE LEWIS | ||||||||||||||
| VP VENTURE DEV. & PHYS SCI. (SI) | $240,164 | $0 | $15,701 | $0 | $302 | $0 | $18,240 | $0 | $27,696 | $0 | $302,103 | $0 | $0 | $0 |
| SAMANTHA BRADLEY | ||||||||||||||
| MANAGING DIR. REALM SPARK | $218,587 | $0 | $10,946 | $0 | $0 | $0 | $16,397 | $0 | $17,792 | $0 | $263,722 | $0 | $0 | $0 |
| GINA MILLER | ||||||||||||||
| CHIEF PEOPLE OFFICER | $202,703 | $0 | $10,010 | $0 | $0 | $0 | $10,949 | $0 | $25,746 | $0 | $249,408 | $0 | $0 | $0 |
| ERIN BARRINGER-STERNER | ||||||||||||||
| CHIEF DATA OFFICER | $202,105 | $0 | $6,900 | $0 | $0 | $0 | $14,348 | $0 | $2,908 | $0 | $226,261 | $0 | $0 | $0 |
| DANIEL DILLON | ||||||||||||||
| FORMER PRESIDENT & CEO | $170,236 | $0 | $0 | $0 | $6,790 | $0 | $11,511 | $0 | $9,783 | $0 | $198,320 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | HOUSING ALLOWANCE THE CEO OF SKYSONG INNOVATIONS, LLC ("SKYSONG") RECEIVES A HOUSING ALLOWANCE, WHICH IS TREATED AS TAXABLE COMPENSATION ON FORM W-2 AND REPORTED ON SCHEDULE J, PART II, COLUMN (B)(III). TRAVEL FOR COMPANIONS THE CEO OF SKYSONG INNOVATIONS RECEIVES TRAVEL REIMBURSEMENTS FOR HIMSELF AND HIS SPOUSE, WHICH IS TREATED AS TAXABLE COMPENSATION ON FORM W-2 AND REPORTED ON SCHEDULE J, PART II, COLUMN (B)(III). TAX IDEMNIFICATION AND GROSS-UP PAYMENTS THE CEO OF SKYSONG INNOVATIONS RECEIVES TAX GROSS-UP PAYMENTS IN RELATION TO AMOUNTS PAID TO HIM FOR HIS HOUSING ALLOWANCE, TAXABLE SPOUSAL TRAVEL, AND REIMBURSEMENT FOR INTERNET EXPENSES. THE GROSS-UPS ARE TREATED AS TAXABLE COMPENSATION ON FORM W-2 AND REPORTED ON SCHEDULE J, PART II, COLUMN (B)(III). SOCIAL CLUB DUES OR INITIATION FEES ASUEP PROVIDED THE FORMER PRESIDENT AND CEO WITH A MEMBERSHIP TO A SOCIAL CLUB TO USE FOR BUSINESS PURPOSES. THE MEMBERSHIP IS NON-TAXABLE TO THE FORMER PRESIDENT AND CEO AND REPORTED AS NON-TAXABLE BENEFITS ON SCHEDULE J, PART II, COLUMN (D). |
| PART I, LINE 7 | NON-FIXED PAYMENTS FOR ASUEP AND ITS DISREGARDED SUBSIDIARIES, SUCH AS SKYSONG, NON-FIXED PAYMENTS ARE BASED ON COMPENSATION AGREEMENTS AND SUCCESS BENCHMARKS STATED IN EMPLOYMENT CONTRACTS. NON-FIXED COMPENSATION IS APPROVED BY THE RESPECTIVE ENTITY'S BOARD OF DIRECTORS IN RELIANCE ON REASONABLE COMPENSATION OPINIONS ISSUED BY INDEPENDENT THIRD-PARTY CONSULTANTS, SUCH AS MERCER. |
| SCHEDULE J, PART II | QUESTIONS REGARDING COMPENSATION BECAUSE SKYSONG INNOVATIONS, LLC IS A WHOLLY OWNED SUBSIDIARY AND DISREGARDED ENTITY OF ASUEP FOR TAX PURPOSES, TWO MEMBERS OF SKYSONG'S MANAGEMENT ARE REPORTED IN THIS SECTION. THE BOARD OF DIRECTORS OF SKYSONG INNOVATIONS IS RESPONSIBLE FOR THE OVERSIGHT AND MANAGEMENT OF SKYSONG, INCLUDING OPERATIONAL ACTIVITIES AND COMPENSATION. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| THE INDUSTRIAL DEV AUTH OF THE CITY OF TEMPE AZ | ||||||||
| A | 860439481 | 87972MAB8 | 2004-01-07 | $22,420,000 | ACQUIRE, IMPROVE, AND EQUIP FACILITY | 0 | 0 | 0 |
| THE INDUSTRIAL DEV AUTH OF THE CITY OF TEMPE AZ | ||||||||
| B | 860439481 | NONEAVAIL | 2021-11-09 | $30,425,000 | BOND REFUNDING ISSUE | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Capital ExpendituresCapitalExpendituresAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Other Spent ProceedsOtherSpentProceedsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $3,495,000 | $22,475,006 | $738,106 | $277,740 | $21,459,160 | 2004 | 0 | 0 | Yes (1) | Yes (1) | |
| B | $14,355,000 | $30,425,000 | 2021 | Yes (1) | 0 | Yes (1) | Yes (1) | $30,425,000 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Term Of HedgeTermOfHedgePct | Superintegrated HedgeSuperintegratedHedgeInd | Hedge TerminatedHedgeTerminatedInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA | ||||||||||||
| A | 0 | 0 | 0 | Yes (1) | Yes (1) | Yes (1) | 30.000000000000 | 0 | 0 | 0 | 0 | Yes (1) |
| (no name) | ||||||||||||
| B | 0 | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | Yes (1) | |||
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE K, PART I, BONDS A & B, ISSUER NAME: | THE INDUSTRIAL DEV. AUTH. OF THE CITY OF TEMPE, AZ. |
| SCHEDULE K, PART I, BOND A, PURPOSE OF BOND: | TO ACQUIRE, IMPROVE, AND EQUIP FACILITY. |
| SCHEDULE K, PART I, BOND B, PURPOSE OF BOND: | THE BOND ISSUED 11/09/2021 WAS USED TO REISSUE A BOND ON 04/22/2014 WHICH WAS ORIGINALLY ISSUED ON 10/28/2003 |
| SCHEDULE K, PART II, LINE 3, BOND A, ISSUE PRICE: | THE DIFFERENCE BETWEEN THE ISSUE PRICE LISTED IN PART I, COLUMN (E) AND THE TOTAL PROCEEDS OF ISSUE IN PART II, LINE 3 FOR BOND A REPRESENTS INTEREST INCOME. |
| SCHEDULE K, PART IV, LINE 2C, BONDS A & B, REBATE COMPUTATION: | THE REBATE COMPUTATION FOR THE 2004 BOND A WAS LAST PERFORMED ON 06/30/2024. THE REBATE COMPUTATION FOR THE 2021 BOND B WAS LAST PERFORMED ON 11/09/2021. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | FORM 990 REVIEW PROCESS ASUEP'S FORM 990, RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, IS PREPARED BY AN OUTSIDE ACCOUNTING FIRM. THE DRAFT IS SUBMITTED TO ASUEP'S MANAGEMENT FOR REVIEW AND ACCURACY OF REPORTING. THE BOARD OF DIRECTORS HAS DELEGATED REVIEW OF THE FORM 990 TO THE AUDIT COMMITTEE. MANAGEMENT AND A REPRESENTATIVE OF THE OUTSIDE ACCOUNTING FIRM REVIEW THE FORM 990 WITH THE AUDIT COMMITTEE. ONCE APPROVED AND ACCEPTED BY THE AUDIT COMMITTEE, A FULL COPY OF THE FORM 990 IS PROVIDED TO THE ENTIRE BOARD OF DIRECTORS. IT IS THEN SIGNED BY THE CFO AND SUBMITTED ELECTRONICALLY TO THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | PROCESS FOR MONITORING AND ENFORCEMENT OF CONFLICT OF INTEREST POLICY UPON HIRE AND ON AN ANNUAL BASIS, ALL EMPLOYEES AND BOARD MEMBERS ARE REQUIRED TO DISCLOSE ANY CONFLICTS OR POTENTIAL CONFLICTS RELATING TO THEIR INVOLVEMENT WITH ASUEP. IN ADDITION, ANY TIME THE EMPLOYEE BECOMES AWARE OF A NEW CONFLICT, THEY ARE REQUIRED TO SUBMIT AN UPDATED CONFLICT OF INTEREST/COMMITMENT FORM TO THE ASUEP'S GENERAL COUNSEL. ANY IDENTIFIED CONFLICTS WOULD BE REVIEWED BY THE BOARD CHAIR AND THE CEO TO DETERMINE ANY MITIGATION ACTIONS NEEDED. |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION DECISIONS FOR ASUEP'S CHIEF ENTERPRISE OFFICER ("CEPO") AND SKYSONG'S CEO ARE MADE BY THE BOARD OF DIRECTORS. THE BOARD OF DIRECTORS APPROVES OF ASUEP (IN THE CASE OF ASUEP CEPO) AND SKYSONG (IN THE CASE OF THE SKYSONG CEO). EACH BOARD APPROVES THE COMPENSATION PACKAGE BASED ON REASONABLENESS OPINIONS ISSUED BY INDEPENDENT COMPENSATION CONSULTANTS BASED ON CURRENT MARKET COMPARISONS, RESPONSIBILITIES OF THE POSITION, GOALS, AND NEGOTIATIONS WITH THE EMPLOYEE. ALL OTHER COMPENSATION DECISIONS FOR KEY EMPLOYEES HAVE BEEN DELEGATED FROM THE RESPECTIVE BOARD OF DIRECTORS TO THE CEPO (FOR ASUEP) AND CEO (FOR SKYSONG), WHO FOLLOWS A SIMILAR PROCESS AS DESCRIBED, RELYING ON INDEPENDENT THIRD-PARTY COMPARABLE COMPENSATION DATA. |
| FORM 990, PART VI, SECTION C, LINE 19 | DOCUMENTS MADE AVAILABLE TO THE PUBLIC THE FORM 1023, FORM 990 AND FORM 990-T FOR ASUEP ARE AVAILABLE TO THE PUBLIC UPON REQUEST. THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIALS STATEMENTS ARE NOT MADE AVAILABLE TO THE PUBLIC. |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE INTEREST RATE SWAP 28,477. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (16 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt |
|---|---|---|---|---|---|---|---|---|---|
| ATTAINMENT INTERMEDIATE HOLDINGS LLC | |||||||||
| PO BOX 2260 | TEMPE | AZ | 85280 | 475599177 | INVESTMENT | AZ | ASUEP HOLDINGS LLC | ||
| SKYSONG INNOVATIONS LLC | |||||||||
| PO BOX 2260 | TEMPE | AZ | 85280 | 475599177 | INTELLECTUAL PROPERTY | AZ | EP | $11,013,089 | $23,094,705 |
| ASUEP HOLDINGS LLC | |||||||||
| PO BOX 2260 | TEMPE | AZ | 85280 | 475599177 | INVESTMENT | AZ | EP | $27,207,554 | $179,213,155 |
| UNIVERSITY REALTY LLC | |||||||||
| PO BOX 2260 | TEMPE | AZ | 85280 | 475599177 | REAL ESTATE | AZ | EP | $4,059,023 | $144,579,694 |
| STUDIO 5C LLC | |||||||||
| PO BOX 2260 | TEMPE | AZ | 85280 | 475599177 | REAL ESTATE | AZ | UR | ||
| RANCHO DEL PRADOCOLTON LLC | |||||||||
| PO BOX 2260 | TEMPE | AZ | 85280 | 475599177 | REAL ESTATE | AZ | UR | ||
| MIRABELLA ASU TEMPE LLC | |||||||||
| PO BOX 2260 | TEMPE | AZ | 85280 | 475599177 | REAL ESTATE | AZ | UR | ||
| ASUF LLC | |||||||||
| PO BOX 2260 | TEMPE | AZ | 85280 | 475599177 | REAL ESTATE | AZ | UR | ||
| ASUF SCOTTSDALE LLC | |||||||||
| PO BOX 2260 | TEMPE | AZ | 85280 | 475599177 | REAL ESTATE | AZ | UR | ||
| ASUF BRICKYARD LLC | |||||||||
| PO BOX 2260 | TEMPE | AZ | 85280 | 475599177 | REAL ESTATE | AZ | UR | ||
| UR LA LLC | |||||||||
| PO BOX 2260 | TEMPE | AZ | 85280 | 475599177 | REAL ESTATE | AZ | UR | ||
| PACKARD RESIDENTIAL 1 LLC | |||||||||
| PO BOX 2260 | TEMPE | AZ | 85280 | 475599177 | REAL ESTATE | AZ | UR | ||
| RIO SALADO CREATIVE OFFICE 1 LLC | |||||||||
| PO BOX 2260 | TEMPE | AZ | 85280 | 475599177 | REAL ESTATE | AZ | UR | ||
| SIXTH STREET OFFICE 1 LLC | |||||||||
| PO BOX 2260 | TEMPE | AZ | 85280 | 475599177 | REAL ESTATE | AZ | UR | ||
| MILO SPACE SCIENCE INSTITUTE LLC | |||||||||
| PO BOX 2260 | TEMPE | AZ | 85280 | 475599177 | RESEARCH | AZ | EP | $504,362 | $55,444 |
| RURAL ROAD RESIDENTIAL I LLC | |||||||||
| PO BOX 2260 | TEMPE | AZ | 85280 | 475599177 | REAL ESTATE | AZ | UR | ||
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (11 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ASU FOUNDATION | |||||||||||||||
| PO BOX 2260 | TEMPE | AZ | 852802260 | 866051042 | SUPPORT | AZ | 501(C)(3) | LINE 5 | EP | Yes (1) | |||||
| ASU RESEARCH ENTERPRISE | |||||||||||||||
| PO BOX 2260 | TEMPE | AZ | 852802260 | 900868685 | SUPPORT | AZ | 501(C)(3) | LINE 10 | EP | Yes (1) | |||||
| RESEARCH COLLABORATORY AT ASU | |||||||||||||||
| PO BOX 2260 | TEMPE | AZ | 852802260 | 463815674 | SUPPORT | AZ | 501(C)(3) | LINE 7 | EP | Yes (1) | |||||
| TAYLOR TRUST FBO ASU FOUNDATION | |||||||||||||||
| PO BOX 2260 | TEMPE | AZ | 852802260 | 866252445 | SUPPORT | AZ | 501(C)(3) | LINE 12A, I | ASUF | Yes (1) | |||||
| ASU FOUNDATION MEXICO AC | |||||||||||||||
| EDUCATION | 501(C)(3) | GLOBAL III | Yes (1) | SIERRA MOJADA 626 EDIFICIO NO CIUD | CIUDAD DE MEXICO | MX | 1101 | MX | |||||||
| RCASU GERMANY GGMBH | |||||||||||||||
| HOLDING CO. | 501(C)(3) | RCASU GERMANY LLC | Yes (1) | VALENTINSKAMP 70 | HAMBURG | GM | 20355 | GM | |||||||
| ECASU TRUST (MALAWI) | |||||||||||||||
| 020244133 | EDUCATION | 501(C)(3) | ECASU | Yes (1) | PLOT NUMBER BWAILA 14/115 | LILONGWE | MI | MI | |||||||
| ECASU MOROCCO | |||||||||||||||
| EDUCATION | 501(C)(3) | ECASU | Yes (1) | 332 BD BRAHIM ROUDANI MAARIF | CASABLANCA | MO | MO | ||||||||
| ASU GLOBAL FOUNDATION UK LIMITED | |||||||||||||||
| SUPPORT | 501(C)(3) | ASUF | Yes (1) | MICHELIN HOUSE 81 FULHAM ROAD | LONDON | UK | SW3 6RD | UK | |||||||
| ASU ENTERPRISE PARTNERS OUTREACH HUB | |||||||||||||||
| PO BOX 2260 | TEMPE | AZ | 852802260 | 882681235 | SUPPORT | AZ | 501(C)(3) | LINE 5 | EP | Yes (1) | |||||
| NEWSWELL | |||||||||||||||
| PO BOX 2260 | TEMPE | AZ | 852802260 | 993024194 | SUPPORT | AZ | 501(C)(3) | LINE 10 | EP | Yes (1) | |||||
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Predominant Income TypePredominantIncomeTypeTxt | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd | OwnershipOwnershipPct |
|---|---|---|---|---|---|---|---|---|---|---|---|
| SKYSONG OFFICE 3 LLC | |||||||||||
| 9401 W THUNDERBIRD ROAD 200 PEO | SCOTTSDALE | AZ | 85257 | 463279475 | REAL ESTATE | AZ | N/A | EXCLUDED | 0 | Yes (1) | 0.50000 |
| SKYSONG OFFICE 4 LLC | |||||||||||
| 9401 W THUNDERBIRD ROAD 200 PEO | SCOTTSDALE | AZ | 85257 | 474210475 | REAL ESTATE | AZ | N/A | EXCLUDED | 0 | Yes (1) | 0.50000 |
| SKYSONG OFFICE 5 LLC | |||||||||||
| 9401 W THUNDERBIRD ROAD 200 PEO | SCOTTSDALE | AZ | 85257 | 830576407 | REAL ESTATE | AZ | N/A | EXCLUDED | 0 | Yes (1) | 0.50000 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| TEOTIHUACAN HOLDINGS LLC | ||||||||||||||
| PO BOX 2260 | TEMPE | AZ | 852802260 | 811792379 | HOLDING CO. | DE | ECASU | C | Yes (1) | |||||
| SS SPORTFISHING INC | ||||||||||||||
| 1001 MACALLISTER AVENUE | TEMPE | AZ | 85281 | HOLDING CO. | HI | ECASU | C | Yes (1) | ||||||
| CHARITABLE REMAINDER TRUST (7) | ||||||||||||||
| CHARITABLE REMAINDER TRUST | AZ | ASUF | T | Yes (1) | ||||||||||
| ECASU EGYPT CENTER OF EXCELLENCE FOR ENERGY RESEARCH | ||||||||||||||
| EDUCATION | ECASU | C | Yes (1) | EL-KHALYFA EL-MAMOUN STREET ABBASY | CITY OF CAIRO | EG | 11566 | EG | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | 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 | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | 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 |
Transactions Related Org TransactionsRelatedOrgGrp (10 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| ASU FOUNDATION FOR A NEW AMERICAN UNIVERSITY | ||
| B | $4,306,168 | FMV |
| ASU FOUNDATION FOR A NEW AMERICAN UNIVERSITY | ||
| C | $12,855,273 | FMV |
| ASU FOUNDATION FOR A NEW AMERICAN UNIVERSITY | ||
| L | $13,447,582 | FMV/COST |
| ASU ENTERPRISE PARTNERS OUTREACH HUB | ||
| C | $1,755,184 | FMV |
| ASU ENTERPRISE PARTNERS OUTREACH HUB | ||
| B | $2,595,736 | FMV |
| ASU ENTERPRISE PARTNERS OUTREACH HUB | ||
| L | $3,587,025 | COST |
| ASU RESEARCH ENTERPRISE | ||
| L | $357,921 | FMV/COST |
| RESEARCH COLLABORATORY AT ASU | ||
| L | $309,929 | COST |
| NEWSWELL | ||
| L | $551,746 | FMV/COST |
| NEWSWELL | ||
| C | $187,690 | FMV |
Affiliated Group Schedule AffiliatedGroupSchedule
Affiliated Schedule AffiliatedScheduleGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Electing OrganizationElectingOrganizationInd | Total Grassroots LobbyTotalGrassrootsLobbyAmt | Total Direct LobbyTotalDirectLobbyAmt | Total Lobby ExpenditureTotalLobbyExpenditureAmt | Other Exempt Purpose ExpendOtherExemptPurposeExpendAmt | Total Exempt Purpose ExpendTotalExemptPurposeExpendAmt | Lobby NontxLobbyNontxAmt | Grassroots NontxGrassrootsNontxAmt | Total Lobby Grssroot Mns NontxTotalLobbyGrssrootMnsNontxAmt | Tot Lbby Expend Mns Lobby NontxTotLbbyExpendMnsLobbyNontxAmt | Share Excess Lobby ExpendShareExcessLobbyExpendAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| RESEARCH COLLABORATORY AT ASU | |||||||||||||||
| PO BOX 2260 | TEMPE | AZ | 852802260 | 463815674 | Yes (X) | $0 | $90,000 | $90,000 | $1,148,466 | $1,238,466 | $198,847 | $49,712 | $0 | $0 | $0 |
| ASU ENTERPRISE PARTNERS OUTREACH HUB | |||||||||||||||
| PO BOX 2260 | TEMPE | AZ | 852802260 | 882681235 | Yes (X) | $0 | $0 | $0 | $3,461,662 | $3,461,662 | $323,083 | $80,771 | $0 | $0 | $0 |
| ASU ENTERPRISE PARTNERS | |||||||||||||||
| PO BOX 2260 | TEMPE | AZ | 852802260 | 475599177 | Yes (X) | $160,000 | $270,000 | $430,000 | $25,048,371 | $25,478,371 | $1,000,000 | $250,000 | $0 | $0 | $0 |
| ARIZONA STATE UNIVERSITY FOUNDATION FOR A NEW AMERICAN UNIVERSITY | |||||||||||||||
| PO BOX 2260 | TEMPE | AZ | 852802260 | 866051042 | Yes (X) | $0 | $0 | $0 | $235,333,977 | $235,333,977 | $1,000,000 | $250,000 | $0 | $0 | $0 |