2011-11-11T10:05:38-06:00 2010-12-31 REHMANN ROBSON 555 BRIARWOOD CIRCLE STE 300 ANN ARBOR MI 48108 990 2010-01-01 522060187 UNIVERSITY CORPORATION FOR ADVANCED INTERNET DEVELOPMENT UNIV 7349134250 1000 OAKBROOK DRIVE NO 300 ANN ARBOR MI 48104 JAMES A PFLASTERER 7349134250 2011-11-08 1 SCOTT W PRICE CPA 7347612005 2010 2016-03-07 17:11:31Z INTERNET2 H DAVID LAMBERT 1000 OAKBROOK DRIVE SUITE 300 ANN ARBOR MI 48104 36115363 0 X WWW.INTERNET2.EDU X 1997 DC INTERNET2 IS A NOT-FOR-PROFIT ADVANCED NETWORKING CONSORTIUM COMPRISING MORE THAN 200 US UNIVERSITIES IN COOPERATION WITH 44 LEADING CORPORATIONS, 45 GOVERNMENT AGENCIES, LABORATORIES AND OTHER INSTITUTIONS OF HIGHER LEARNING AS WELL AS OVER 50 INTERNATIONAL PARTNER ORGANIZATIONS. BY BRINGING RESEARCH AND ACADEMIA TOGETHER WITH TECHNOLOGY LEADERS FROM INDUSTRY, GOVERNMENT AND THE INTERNATIONAL COMMUNITY, INTERNET2 PROMOTES COLLABORATION AND INNOVATION THAT HAS A FUNDAMENTAL IMPACT ON THE FUTURE OF THE INTERNET. INTERNET2 MEMBERS LEVERAGE OUR HIGH-PERFORMANCE NETWORK AND WORLDWIDE PARTNERSHIPS TO SUPPORT AND ENHANCE THEIR EDUCATIONAL AND RESEARCH MISSIONS. BEYOND JUST PROVIDING NETWORK CAPACITY, INTERNET2 ACTIVELY ENGAGES OUR COMMUNITY IN THE DEVELOPMENT OF IMPORTANT NEW TECHNOLOGY INCLUDING MIDDLEWARE, SECURITY, NETWORK RESEARCH AND PERFORMANCE MEASUREMENT CAPABILITIES WHICH ARE CRITICAL TO THE PROGRESS OF THE INTERNET. 17 16 64 0 0 0 1573263 1833157 32994149 33810449 77337 63827 323227 154369 34967976 35861802 34851 24744 0 0 8700839 8694153 0 0 0 29146890 26353175 37882580 35072072 -2914604 789730 35540673 45053275 21292814 30021096 14247859 15032179 X INTERNET2 PROMOTES THE MISSIONS OF ITS MEMBERS BY PROVIDING BOTH LEADING-EDGE NETWORK CAPABILITIES AND UNIQUE PARTNERSHIP OPPORTUNITIES THAT TOGETHER FACILITATE THE DEVELOPMENT, DEPLOYMENT AND USE OF REVOLUTIONARY INTERNET TECHNOLOGIES. 0 0 24601034 24744 22991642 NETWORK IS AN ADVANCED BACKBONE NETWORK THAT CONNECTS REGIONAL NETWORK AGGREGATION POINTS TO SUPPORT THE WORK OF INTERNET2 UNIVERSITIES AS THEY DEVELOP ADVANCED INTERNET APPLICATIONS. 3430535 9209910 MEMBERSHIP SERVICES SUPPORT THE EXCHANGE OF NEW IDEAS AND STRATEGIES FOR THE DEVELOPMENT OF THE NEXT GENERATION INTERNET 3327849 780897 MIDDLEWARE AND SECURITY SUPPORT THE PROGRAM DEVELOPMENT OF SOFTWARE BETWEEN THE NETWORK AND THE APPLICATIONS. THIS SOFTWARE PROVIDES SERVICES SUCH AS IDENTIFICATION, AUTHORIZATION, DIRECTORIES AND SECURITY. 986276 MEETING SERVICES 986276 31359418 1 1 0 0 0 0 0 0 0 1 1 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 1 53 0 64 1 0 0 0 0 0 0 0 0 0 0 X 17 16 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MI IN X KATHY JOHNSON 7349134250 1000 OAKBROOK DRIVE SUITE 300 ANN ARBOR MI 48104 JEFFREY LEHMAN 0.50 X 0 0 0 JAMES BOTTUM 0.50 X 0 0 0 JEAN-LOU CHAMEAU 0.50 X 0 0 0 JARED COHON 0.50 X 0 0 0 MARY SUE COLEMAN 0.50 X 0 0 0 TIMOTHY LANCE 0.50 X 0 0 0 LARRY PETERSON 0.50 X 0 0 0 STEVEN RELYEA 0.50 X 0 0 0 PETER SIEGEL 0.50 X 0 0 0 DOUGLAS VAN HOUWELING 40.00 X X 293168 0 61013 WILLIAM KIRWAN 0.50 X 0 0 0 GEORGE LOFTUS 0.50 X 0 0 0 MICHAEL MCROBBIE 0.50 X 0 0 0 JACK SUESS 0.50 X 0 0 0 ALAN WHITNEY 0.50 X 0 0 0 STEPHEN WOLFF 0.50 X 0 0 0 DAVID LEEBRON 0.50 X 0 0 0 H DAVID LAMBERT 40.00 X X 180743 0 7804 GARY BACHULA 40.00 X 205648 0 23123 BARBARA NANZIG 40.00 X 123800 0 28378 JAMES PFLASTERER 40.00 X 140993 0 36408 ROBERT VIETZKE 40.00 X 158042 0 35101 RANDALL FRANK 40.00 X 174789 0 35583 KENNETH KLINGENSTEIN 40.00 X 182113 0 19468 MATTHEW ZEKAUSKAS 40.00 X 162071 0 23065 MICHAEL MCGILL 40.00 X 159120 0 30834 STEVE WALLACE 40.00 X 146891 0 51000 ERIC BOYD 40.00 X 149680 0 33314 2077058 0 385091 32 0 1 1 UNIVERSITY OF MICHIGAN 1015 LSA BUILDING ANN ARBOR MI 481091382 PROFESSIONAL SERVICES 1887756 INDIANA UNIVERSITY PO BOX 66271 INDIANAPOLIS IN 462666271 PROFESSIONAL SERVICES 704316 ARENT FOX LLP PO BOX 644672 PITTSBURGH PA 15264 PROFESSIONAL SERVICES 350211 WRIGHT GRIFFIN DAVIS & CO 555 BRIARWOOD CIRCLE STE 300 ANN ARBOR MI 48108 PROFESSIONAL SERVICES 191722 UNIVERSITY OF OREGON PO BOX 3237 EUGENE OR 97403 PROFESSIONAL SERVICES 167474 12 1350626 482531 72483 1833157 NETWORK REVENUE 900099 22991642 22991642 MEMBERSHIP 900099 9209910 9209910 MEETING FEES 900099 828000 828000 PROJECT REVENUE 900099 780897 780897 33810449 59920 59920 250000 7468 253125 436 -3125 7032 3907 3907 MISCELLANEOUS 900099 154369 154369 154369 35861802 33968725 0 59920 24744 24744 2625192 1524114 1101078 4483380 4058229 425151 274412 246427 27985 971854 841648 130206 339315 279859 59456 457367 320543 136824 319123 27875 291248 8869 8869 1969478 1718729 250749 40903 37931 2972 278416 198273 80143 441661 411032 30629 933550 933550 867063 692466 174597 1010011 899952 110059 125311 14818 110493 4509515 4506595 2920 102222 102222 NETWORK OPERATIONS 14430153 14430153 CONTRIBUTIONS,NET OF AL 630569 78023 552546 RENT SUBSIDY 164047 164047 BAD DEBT EXPENSE 64834 12235 52599 MISCELLANEOUS 83 83 35072072 31359418 3712654 0 7051005 12031438 194370 501188 6495474 7567609 1683256 1433772 55023153 35063186 16523570 19959967 3571823 3559301 21175 0 35540673 45053275 1242062 3583495 15602287 23620132 2609547 4448465 207922 21292814 30021096 X 14247859 15032179 14247859 15032179 35540673 45053275 X 789730 -5410 X X 1 1 1 X 1 1 X 10925217 11295048 11266579 11397176 11043067 55927087 10925217 11295048 11266579 11397176 11043067 55927087 55927087 1256864 593306 240256 70015 56795 2217236 304988 208538 227514 323227 154368 1218635 59362958 110110830 0.94210 0.92870 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1139644 335894 803750 53883509 34727292 19156217 19959967 INVESTMENTS - SECURITIES AND MUTUAL FUNDS 3447137 F INVESTMENT - RABBI TRUST 112164 F 3559301 DEFERRED LEASE EXPENSE 207922 207922 35861802 35072072 789730 -5411 1 -5410 784320 35856391 -5411 -5411 35861802 0 35861802 35072072 0 35072072 0 35072072 PART XI, LINE 8 - OTHER ADJUSTMENTS: ROUNDING DIFFERENCE 1. 0 GEORGETOWN UNIVERSITY 3300 WHITEHAVEN ST STE 2000 WASHINGTON DC 20007 530196603 501(C)(3) 22521 FUNDING TO SUPPORT HOSTING/ORGANIZING EFFORTS ASSOCIATED WITH THE ANNUAL CHINESE AMERICAN NETWORK SYMPOSIUM TO PROMOTE UNDERSTANDING OF INTERNATIONAL SCIENCE ADVANCEMENT BETWEEN THE TWO COUNTRIES. 1 0 0 0 0 0 0 0 0 0 DOUGLAS VAN HOUWELING 130117 0 0 0 163051 0 0 0 61013 0 354181 0 0 0 H DAVID LAMBERT 180743 0 0 0 0 0 0 0 7804 0 188547 0 0 0 GARY BACHULA 205648 0 0 0 0 0 0 0 23123 0 228771 0 0 0 BARBARA NANZIG 0 0 0 0 123800 0 0 0 28378 0 152178 0 0 0 JAMES PFLASTERER 140993 0 0 0 0 0 0 0 36408 0 177401 0 0 0 ROBERT VIETZKE 158042 0 0 0 0 0 0 0 35101 0 193143 0 0 0 RANDALL FRANK 174789 0 0 0 0 0 0 0 35583 0 210372 0 0 0 KENNETH KLINGENSTEIN 182113 0 0 0 0 0 0 0 19468 0 201581 0 0 0 MATTHEW ZEKAUSKAS 162071 0 0 0 0 0 0 0 23065 0 185136 0 0 0 MICHAEL MCGILL 159120 0 0 0 0 0 0 0 30834 0 189954 0 0 0 STEVE WALLACE 0 0 0 0 146891 0 0 0 51000 0 197891 0 0 0 ERIC BOYD 149680 0 0 0 0 0 0 0 33314 0 182994 0 0 0 SUPPLEMENTAL INFORMATION PART III PART II: DOUGLAS VANHOUWELING RECEIVED UNRELATED COMPENSATION OF $194,359 FROM UNIVERSITY OF MICHIGAN; $163,051 WAGES, $31,308 NON TAXABLE BENEFITS. BARBARA NANZIG RECEIVED UNRELATED COMPENSATION OF $152,178 FROM UNIVERSITY OF MICHIGAN; $123,800 WAGES, $28,378 NON TAXABLE BENEFITS. STEVEN WALLACE RECEIVED UNRELATED COMPENSATION OF $197,891 FROM INDIANA UNIVERSITY; $146,891 WAGES, $51,000 NON TAXABLE BENEFITS. X COMPUTER EQUIPMENT 1 72483 FAIR MARKET VALUE 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE CORPORATION HAS FOUR CLASSES OF MEMBERSHIP: UNIVERSITY, NETWORK, AFFILIATE AND INDUSTRY. MEMBERS IN GOOD STANDING SHALL HAVE THE RIGHT TO VOTE FOR THE ELECTION OF TRUSTEES AND COMMITTEES OF THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION A, LINE 7A THE CORPORATION HAS FOUR CLASSES OF MEMBERSHIP: UNIVERSITY, NETWORK, AFFILIATE AND INDUSTRY. EACH VOTING MEMBER IN GOOD STANDING IS ENTITLED TO ONE VOTE FOR THE ELECTION OF TRUSTEES AND COMMITTEES OF THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 11 THE OFFICERS OF INTERNET2 REVIEW THE FORM 990 PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ALL STAFF ARE TRAINED AND INDOCTRINATED UPON JOINING THE ORGANIZATION. ALL BOARD MEMBERS MUST AGREE TO AND SIGN A CONFLICT OF INTEREST STATEMENT WHEN INSTALLED IN THEIR POSITIONS. FORM 990, PART VI, SECTION B, LINE 15 BOARD COMMITTEE PROCESS; THE MEMBERS OF THE BOARD INVOLVED ARE ALL OUTSIDE MEMBERS. BEFORE HIRING, THE HR MANAGER CONDUCTS A SALARY BENCHMARKING PROCESS FOR EACH POSITION BASED ON DUTIES, INDUSTRY, AND AREA OF THE COUNTRY. THEN, STAFF HAVE ESTABLISHED "CRITICAL SUCCESS FACTORS" (CSF'S) FOR EACH YEAR. SUPERVISORS CONDUCT ANNUAL EMPLOYEE REVIEWS AND MEET EACH YEAR WITH EACH STAFF MEMBER AT LEAST TWO TIMES. THIS PART OF THE PROCESS IDENTIFIES THE BASIS FOR MERIT PAY CHANGES. THE HR MANAGER ALSO ANNUALLY CONDUCTS SURVEYS OF THE INDUSTRY TO ESTABLISH GUIDELINES FOR CHANGES IN MARKET-BASED SALARY CONDITIONS. THIS PROCESS WAS MOST RECENTLY PERFORMED IN 2010. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -5,411. ROUNDING DIFFERENCE 1. TOTAL TO FORM 990, PART XI, LINE 5: -5,410. PART XII, LINE 2C THE ORGANIZATION HAS NOT CHANGED ITS OVERSIGHT OR SELECTION PROCESS. 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