2024-11-07T16:53:46-06:00 2023-12-31 381357951 PLANTE & MORAN PLLC 2601 CAMBRIDGE CT STE 300 AUBURN HILLS MI 48326 990 2023-01-01 383203030 FRAUNHOFER USA INC FRAU 7343544331 44792 HELM STREET PLYMOUTH MI 48170 THOMAS SCHUELKE PRESIDENT 7343544331 2024-11-05 1 0 DAVID LOWENTHAL P00378651 2483757100 2024-11-05 2023 2024-10-15 13:58:12Z THOMAS SCHUELKE 44792 HELM STREET PLYMOUTH MI 48170 14829189 0 X WWW.FRAUNHOFER.ORG X 1994 RI ENHANCE THE TECHNOLOGICAL COMPETENCE AND KNOWLEDGE OF THE U.S. MANUFACTURING INDUSTRY BY FOSTERING ADVANCED TECHNOLOGICAL RESEARCH AND DEVELOPMENT AND INNOVATIVE METHODS OF TECHNOLOGICAL EDUCATION FOR THE BETTERMENT OF THE GENERAL PUBLIC AND THE ACADEMIC, SCIENTIFIC, AND MANUFACTURING COMMUNITIES. 7 6 142 10 0 0 10317163 2628857 11530068 11771101 -308401 429393 48365 -1713 21587195 14827638 3499 0 0 0 13182402 13250781 0 0 0 8016661 7407470 21202562 20658251 384633 -5830613 28491011 17542962 10511486 5394050 17979525 12148912 X SEE SCHEDULE OFRAUNHOFER USA OFFERS CUSTOMIZED, ADVANCED TECHNOLOGY RESEARCH, DEVELOPMENT AND DEPLOYMENT. FRAUNHOFER USA SHALL SERVE MARKET-DRIVEN TECHNOLOGY NEEDS; PROMOTE INTERNATIONAL COOPERATION IN BUSINESS; ESTABLISH STRATEGIC ALLIANCES WITH INDUSTRY, GOVERNMENT AND ACADEMIC PARTNERS. 0 0 9270711 0 11771101 FRAUNHOFER USA OPERATES THREE CENTERS, FIVE LOCATIONS, THROUGHOUT THE USA. EACH CENTER IS DEVOTED TO A DIFFERENT TYPE OF TECHNOLOGICAL RESEARCH, SUCH AS SUSTAINABLE ENERGY SYSTEMS AND LASER TECHNOLOGY. THE FRAUNHOFER CENTERS UNDERTAKE ADVANCED RESEARCH PROJECTS TO DEVELOP KEY TECHNOLOGICAL INNOVATIONS IN MAJOR AREAS OF PUBLIC CONCERN AND EDUCATE PARTICIPANTS IN A VARIETY OF TECHNICAL DISCIPLINES. THE RESEARCH IS DONE TO BENEFIT THE U.S. INDUSTRY AS A WHOLE, AND IS OFTEN DONE IN COLLABORATION WITH EDUCATIONAL INSTITUTIONS IN FURTHERANCE OF ITS EXEMPT SCIENTIFIC AND EDUCATIONAL PURPOSES. 9270711 1 1 0 0 0 0 0 0 0 0 1 1 0 1 1 0 1 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 36 0 1 142 1 0 0 0 0 0 0 0 0 0 0 0 0 X 7 6 0 0 0 0 1 1 0 1 0 0 1 1 1 1 1 1 0 1 0 0 0 MI X KATE BEVINGTON 7343544331 44792 HELM STREET PLYMOUTH MI 48170 PROF DR RAOUL KLINGNER CHAIRMAN 2.00 40.00 X 0 0 0 ALICIA HICKOK BOARD MEMBER 1.00 0.00 X 0 0 0 STEVE WILLIAMS BOARD MEMBER 1.00 0.00 X 0 0 0 DR BRIAN DARMODY BOARD MEMBER 1.00 0.00 X 0 0 0 NICHOLAS RANCIS BOARD MEMBER 1.00 0.00 X 0 0 0 HENRIKE DE HAAS BOARD MEMBER 1.00 0.00 X 0 0 0 JASON LAMB JD BOARD MEMBER 1.00 0.00 X 0 0 0 ENDRIK WILHELM CHAIRMAN - PART YEAR 2.00 0.00 X 0 0 0 PROF DR ALEXANDER KURZ VICE-CHAIRMAN - PART YEAR 2.00 40.00 X 0 0 0 PROF DR THOMAS SCHUELKE PRESIDENT 40.13 0.00 X 285346 0 42145 ERIN MERCKX CPA TREASURER AND SECRETARY 41.84 0.00 X 189964 0 42065 ROBERT BLEIDT DIVISION GENERAL MANAGER 40.00 0.00 X 336867 0 47823 JAN NORDMANN SENIOR DIRECTOR 40.00 0.00 X 269218 0 47605 CRAIG BRATT DIVISION MANAGER 40.00 0.00 X 240930 0 45702 DR MIKAEL LINDVALL TECHNOLOGY DIRECTOR 40.17 0.00 X 233001 0 42739 DR STEPHEN STREATFIELD DIRECTOR R&D COORDINATION 40.00 0.00 X 231428 0 43283 1786754 0 311362 51 0 1 0 GAME SEVEN STAFFING LLC 700 SMITH SUITE 61070 HOUSTON TX 77002 STAFFING AGENCY 306792 MEDIA TUNERS LLC 1735 MORA COURT LOS ALTOS CA 94024 CONSULTING 273203 TRIPLE CROWN CONSULTING LLC PO BOX 737611 DALLAS TX 75373 STAFFING AGENCY 210840 AR&E STRATEGIES PO BOX 64 STINSON BEACH CA 94970 CONSULTING 180000 PLANTE & MORAN LLP 16060 COLLECTION CENTER DRIVE CHICAGO IL 60693 FINANCIAL SERVICES 159730 7 2628857 2628857 RESEARCH & DEVELOPMENT 541700 11771101 11771101 11771101 430711 430711 233 1551 -1318 -1318 -1318 FOREIGN EXCHANGE GAIN/LOSS 900003 -1713 -1713 -1713 14827638 11771101 0 427680 834231 269112 565119 10066923 3247455 6819468 750728 242175 508553 908942 293213 615729 689957 222571 467386 280083 280083 159730 159730 1875377 1161833 713544 154702 28599 126103 170187 104528 65659 925644 556000 369644 231216 65070 166146 21097 5937 15160 3087 2470 617 1005627 694815 310812 61717 49346 12371 SUPPLIES 1758241 1701855 56386 OTHER EXPENSES 321205 265378 55827 EQUIPMENT RENTAL 250323 178731 71592 BAD DEBT RECOVERY 151179 151179 38055 30444 7611 20658251 9270711 11387540 0 250 250 12964327 1305831 2856951 4441210 444336 623039 13678272 11265953 2519309 2412319 5994076 5675275 3711762 3085038 28491011 17542962 7965891 3290097 1180 1180 2544415 2102773 10511486 5394050 X 17979525 12148912 17979525 12148912 28491011 17542962 -5830613 0 X X 0 1 X 1 1 1 X 14625811 29394571 12786808 10317163 2628857 69753210 15458975 10660207 9014038 11530068 11771101 58434389 2175473 2045146 400000 400000 400000 5420619 32260259 42099924 22200846 22247231 14799958 133608218 14625811 27444571 12786808 10317163 2628857 67803210 5066109 1988801 2586848 4041555 5546495 19229808 19691920 29433372 15373656 14358718 8175352 87033018 46575200 906953 352623 187293 214714 430711 2092294 906953 352623 187293 214714 430711 2092294 33752 166462 1901 46781 -1713 247183 33200964 42619009 22390040 22508726 15228956 135947695 0.34260 0.35220 0.01540 0.01700 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1211679 1040588 171091 11974521 9946675 2027846 492072 278690 213382 2412319 OTHER INVESTMENTS 5675275 F 5675275 SECURITY DEPOSITS 56940 INTANGIBLE ASSETS 1237545 LEASE RIGHT TO USE ASSETS 1790553 3085038 ADVANCES DUE TO FRAUNHOFER-GESELLSCHAFT 106243 LEASE LIABILITY 1996530 2102773 18282301 776639 2674993 3451632 14830669 -3031 -3031 14827638 24112914 776640 2678023 3454663 20658251 0 20658251 PART XI, LINE 2D - OTHER ADJUSTMENTS: REIMBURSEMENT OF EXPENSES, NOT SHOWN ON 990 2,674,993. PART XI, LINE 4B - OTHER ADJUSTMENTS: FOREIGN EXCHANGE LOSS -1,713. LOSS ON FIXED ASSET DISPOSAL -1,318. PART XII, LINE 2D - OTHER ADJUSTMENTS: LOSS ON FIXED ASSET DISPOSAL 1,318. FOREIGN EXCHANGE LOSS 1,713. REIMBURSEMENT OF EXPENSES, NOT SHOWN ON 990 2,674,992. CENTRAL AMERICA AND THE CARIBBEAN 0 0 PROGRAM SERVICES RESEARCH EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, 0 0 PROGRAM SERVICES RESEARCH 161020 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 PROGRAM SERVICES RESEARCH 12885 NORTH AMERICA - CANADA AND MEXICO, BUT BUT NOT THE UNITED STATES 0 0 PROGRAM SERVICES RESEARCH 113737 SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA, FASO, 0 0 PROGRAM SERVICES RESEARCH SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, 0 0 PROGRAM SERVICES RESEARCH SOUTH ASIA - AFGHANISTAN, BANGLADESH, BHUTAN, INDIA, MALDIVES, NEPAL, 0 0 PROGRAM SERVICES RESEARCH MIDDLE EAST AND NORTH AFRICA- ISRAEL 0 0 PROGRAM SERVICES RESEARCH WESTERN ASIA 0 0 PROGRAM SERVICES RESEARCH 0 0 0 0 0 0 287642 0 287642 0 0 0 0 0 0 X 0 0 0 0 0 0 0 1 0 ROBERT BLEIDT DIVISION GENERAL MANAGER 336867 0 0 0 0 0 41250 0 6573 0 384690 0 0 0 PROF DR THOMAS SCHUELKE PRESIDENT 285346 0 0 0 0 0 35572 0 6573 0 327491 0 0 0 JAN NORDMANN SENIOR DIRECTOR 234138 0 35080 0 0 0 29234 0 18371 0 316823 0 0 0 CRAIG BRATT DIVISION MANAGER 219065 0 21865 0 0 0 27331 0 18371 0 286632 0 0 0 DR MIKAEL LINDVALL TECHNOLOGY DIRECTOR 228001 0 5000 0 0 0 28352 0 14387 0 275740 0 0 0 DR STEPHEN STREATFIELD DIRECTOR R&D COORDINATION 231428 0 0 0 0 0 28832 0 14451 0 274711 0 0 0 ERIN MERCKX CPA TREASURER AND SECRETARY 189964 0 0 0 0 0 23694 0 18371 0 232029 0 0 0 PART I, LINE 7 THERE ARE TWO BONUS POLICIES: ONE FOR FHUSA EMPLOYEES AND ONE FOR CENTER DIRECTORS AND OFFICERS. BONUS PAYMENTS ARE DISCRETIONARY. EMPLOYEES: THE AWARD OF A PERFORMANCE BONUS IS BASED ON THREE FACTORS: 1) THE OVERALL PERFORMANCE OF THE CENTER OR OFFICE TO WHICH THE EMPLOYEE CONTRIBUTES AND 2) THE ACHIEVEMENT OF SPECIFIC INDIVIDUAL PERFORMANCE TARGETS SET AND EVALUATED BY THE EMPLOYEE'S SUPERVISOR DURING THE ANNUAL PERFORMANCE APPRAISAL PROCESS AND 3) EXCELLENT INDIVIDUAL JOB PERFORMANCE INCLUDING FACTORS SUCH AS INITIATIVE, INNOVATION, CREATIVITY, OUTREACH AND OTHER FACTORS. CENTER DIRECTORS AND OFFICERS: THE AWARD OF A PERFORMANCE BONUS IS BASED ON THREE FACTORS: 1) THE OVERALL PERFORMANCE OF THE CENTER OR HEADQUARTERS TO WHICH THE OFFICER OR CENTER DIRECTOR CONTRIBUTES AND 2) THE ACHIEVEMENT OF SPECIFIC INDIVIDUAL PERFORMANCE TARGETS SET BY THE BOARD AND THE PRESIDENT AND EVALUATED BY THE PRESIDENT DURING THE ANNUAL PERFORMANCE APPRAISAL PROCESS AND 3) EXCELLENT INDIVIDUAL JOB PERFORMANCE INCLUDING FACTORS SUCH AS INITIATIVE, INNOVATION, CREATIVITY, OUTREACH AND OTHER FACTORS. FORM 990, PART VI, SECTION A, LINE 6 FRAUNHOFER-GESELLSCHAFT, A GERMAN NOT-FOR-PROFIT ORGANIZATION, IS THE SOLE MEMBER OF THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7A THE EXECUTIVE BOARD OF FRAUNHOFER-GESELLSCHAFT, AS THE SOLE MEMBER OF FRAUNHOFER USA, ELECTS THE BOARD MEMBERS OF FRAUNHOFER USA. PER THE FHUSA RULES OF PROCEDURE, THE MEMBERS OF THE EXECUTIVE BOARD OF FHG REPRESENTS THE SOLE MEMBER AND MAKE THE APPOINTMENTS TO THE BOARD OF FHUSA. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT HAVE COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. THE COMMITTEES MAKE RECOMMENDATIONS TO THE BOARD FOR CONSIDERATION. FORM 990, PART VI, SECTION B, LINE 11B THE TREASURER, OR OTHER OFFICER SIGNING THE RETURN, REVIEWS THE RETURN BEFORE IT IS FILED. PLANTE & MORAN, EFFECTIVE FOR THE FY 2023 RETURN, WILL PROVIDE AN OVERVIEW TO THE BOARD. FORM 990, PART VI, SECTION B, LINE 12C FHUSA EMPLOYEES ARE REQUIRED TO DISCLOSE IF THEY HAVE A CONFLICT OF INTEREST TO REPORT AS IT BECOMES KNOWN. EMPLOYEES ARE ALSO REMINDED OF THE OBLIGATION AS A PART OF THEIR PERFORMANCE APPRAISAL OR OTHER CONFLICT OF INTEREST DOCUMENT. BOARD OF DIRECTOR MEMBERS, CENTER DIRECTORS AND OFFICERS ARE REQUIRED TO COMPLETE AN ANNUAL COI DISCLOSURE IN ADDITION TO THE REQUIREMENT TO DISCLOSE THROUGHOUT THE YEAR IF ONE EXISTS. ALL REPORTED POTENTIAL CONFLICTS OF INTEREST ARE REVIEWED BY FRAUNHOFER USA CORPORATE MANAGEMENT AND PROCEDURES ARE IN PLACE TO ENSURE THAT FRAUNHOFER USA'S INTERESTS ARE NOT COMPROMISED. FORM 990, PART VI, SECTION B, LINE 15 DETERMINATION OF THE COMPENSATION OF THE PRESIDENT IS PERFORMED BY THE FHUSA BOARD OF DIRECTORS. DETERMINATION OF THE SALARY FOR OFFICERS AND CENTER DIRECTORS WHO ARE DIRECT EMPLOYEES OF FRAUNHOFER USA ARE DETERMINED BY THE FHUSA BOARD OF DIRECTORS WITH INPUT FROM THE PRESIDENT. SUBJECT TO THE APPROVAL OF THE PRESIDENT, THE AUTHORITY TO DECIDE ON SALARIES AND SALARY RAISES FOR ALL OTHER EMPLOYEES IS WITH THE CENTER DIRECTOR / HEAD OF OFFICE FOR EMPLOYEES AT THE RESPECTIVE FRAUNHOFER CENTER / OFFICE. COMPENSATION SITUATIONS THAT POSE A CONFLICT OF INTEREST ARE DETERMINED AND MITIGATED BY THE BOARD. FORM 990, PART VI, SECTION C, LINE 19 THE DOCUMENTS ARE MAINTAINED ON FILE AT THE ORGANIZATION'S HEADQUARTERS AND ARE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: THE WHOLE BOARD OVERSEES THE AUDIT. THIS PROCESS HAS NOT CHANGED FROM PRIOR YEAR. FORM 990, PART VII, SECTION A, COLUMN E AND F: ALEXANDER KURZ AND DR. RAOUL KLINGNER RECEIVE COMPENSATION FROM THE AFFILIATE ORGANIZATION OF FRAUNHOFER USA, FRAUNHOFER-GESELLSCHAFT. FRAUNHOFER USA DOES NOT HAVE ACCESS TO COMPENSATION INFORMATION OF FRAUNHOFER-GESELLSCHAFT. THE TREASURER OF FRAUNHOFER USA REQUESTED THE COMPENSATION INFORMATION FROM FRAUNHOFER-GESELLSCHAFT IN 2008 AND WAS INFORMED THAT THE SALARY INFORMATION WOULD NOT BE AVAILABLE. THE AFFILIATE ORGANIZATION IS LOCATED IN GERMANY AND HAS A VASTLY DIFFERENT SALARY STRUCTURE AND AMOUNTS WOULD NOT BE APPROPRIATELY COMPARABLE TO THE SALARIES FROM FRAUNHOFER USA. FRAUNHOFER GESELLSCHAFT HANASTRASSE 27C MUNCHEN GM 80686 AFFILIATE COMPANY - PROVIDE FUNDING GM N/A 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0