INSTITUTE OF GAS TECHNOLOGY: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- INSTITUTE OF GAS TECHNOLOGY (EIN 36-2170137)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-08
- IRS object ID
- 202443139349300634
- Schema version
- 2023v5.1
- 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 C
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-08T08:44:59-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MILLER COOPER & CO LTD | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1751 Lake Cook Road Suite 400 | AddressLine1Txt |
| City | Deerfield | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60015 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 362170137 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Institute of Gas Technology | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % PAULA A GANT | InCareOfNm |
| Business Name Control | INST | BusinessNameControlTxt |
| Phone | 8477680500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1700 S Mount Prospect Road | AddressLine1Txt |
| City | Des Plaines | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 600181804 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Paula Gant | PersonNm |
| Person Title | President & CEO | PersonTitleTxt |
| Phone | 8477680500 | PhoneNum |
| Signature | 2024-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Steven R Glover | PreparerPersonNm |
| PTIN | P00253365 | PTIN |
| Phone | 8472055000 | PhoneNum |
| Preparation | 2024-11-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GTI Energy | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Paula Gant | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1700 S Mount Prospect Road | AddressLine1Txt |
| City | Des Plaines | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 600181804 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $129,936,400 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | https://www.gti.energy/ | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1941 | FormationYr |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Activity Or Mission | GTI ENERGY solves important energy challenges worldwide, turning technology and insights into solutions that create exceptional value for our customers. | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 10 | VotingMembersIndependentCnt |
| Total Employee | 375 | TotalEmployeeCnt |
| Total Gross UBI | $7,879,739 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $45,911,914 | PYContributionsGrantsAmt |
| CY Contributions Grants | $43,707,996 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $51,827,285 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $63,569,039 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,523,535 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,060,368 | CYInvestmentIncomeAmt |
| PY Other Revenue | $13,063,027 | PYOtherRevenueAmt |
| CY Other Revenue | $7,643,667 | CYOtherRevenueAmt |
| PY Total Revenue | $112,325,761 | PYTotalRevenueAmt |
| CY Total Revenue | $117,981,070 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $85,500 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $80,500 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $52,368,740 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $51,949,535 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $67,039,089 | PYOtherExpensesAmt |
| CY Other Expenses | $65,185,285 | CYOtherExpensesAmt |
| PY Total Expenses | $119,493,329 | PYTotalExpensesAmt |
| CY Total Expenses | $117,215,320 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$7,167,568 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $765,750 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $146,565,519 | TotalAssetsBOYAmt |
| Total Assets EOY | $151,389,687 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $62,657,733 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $62,773,235 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $83,907,786 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $88,616,452 | NetAssetsOrFundBalancesEOYAmt |
| Mission | GTI ENERGY SOLVES IMPORTANT ENERGY CHALLENGES WORLDWIDE, TURNING TECHNOLOGY AND INSIGHTS INTO SOLUTIONS THAT CREATE EXCEPTIONAL VALUE FOR OUR CUSTOMERS. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $63,003,741 | ExpenseAmt |
| Revenue | $101,721,646 | RevenueAmt |
| Desc | Sponsored energy and environmental research and development. Program services expenses include direct costs on projects only and exclude allocation of any indirect costs. Estimated number of clients: 316 | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,602,837 | ExpenseAmt |
| Revenue | $5,555,388 | RevenueAmt |
| Desc | Education program and services. Program services expenses include direct costs on projects only, and exclude allocation of any indirect costs. Estimated number of clients: 193 | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $66,606,578 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 145 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 375 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | Yes (true) | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 10 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAULA A GANT | PersonNm |
| Phone | 8477680500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1700 S MOUNT PROSPECT ROAD | AddressLine1Txt |
| City | DES PLAINES | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60018 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (29 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|---|---|---|
| MR DAVID C CARROLL | ||||||||||
| PRESIDENT & CEO - former | 40.0 | 0.0 | Yes (X) | $1,621,582 | $0 | $25,408 | ||||
| MS PAULA A GANT | ||||||||||
| President & CEO | 40.0 | 0.0 | $1,073,872 | $0 | $73,327 | Yes (X) | ||||
| MR JAMES F INGOLD | ||||||||||
| SVP of FINANCE, TREASURER, CFO | 40.0 | 0.0 | $641,681 | $0 | $79,621 | Yes (X) | ||||
| MR QUINTON B FORD | ||||||||||
| SVP, Tech Dev, Gen Counsel, Co | 40.0 | 0.0 | $633,951 | $0 | $76,271 | Yes (X) | ||||
| MR RONALD N SNEDIC | ||||||||||
| SVP, CORPORATE DEVELOPMENT | 40.0 | 0.0 | $622,246 | $0 | $84,873 | Yes (X) | ||||
| MR MICHAEL A RUTKOWSKI | ||||||||||
| Officer - Former | 40.0 | 0.0 | Yes (X) | $554,694 | $0 | $0 | ||||
| MR DONALD STEVENSON | ||||||||||
| VP, Carbon MGMT & Conv | 40.0 | 0.0 | $311,403 | $0 | $84,855 | Yes (X) | ||||
| MR DUNCAN ROBINSON | ||||||||||
| VP, COMMERCIALIZATION | 40.0 | 0.0 | $317,558 | $0 | $75,371 | Yes (X) | ||||
| MR RICHARD KAELIN | ||||||||||
| VP, GOVERMENT Services | 40.0 | 0.0 | $318,630 | $0 | $72,326 | Yes (X) | ||||
| MR ANTHONY H EASTLAND | ||||||||||
| Senior DIRECTOR, R&D | 40.0 | 0.0 | $289,658 | $0 | $80,464 | Yes (X) | ||||
| MR JOHN L MARION | ||||||||||
| Senior Director, Programs | 40.0 | 0.0 | $296,395 | $0 | $56,597 | Yes (X) | ||||
| MR SEYMOUR KHALILOV | ||||||||||
| MD, Strategy & Bus Planning | 40.0 | 0.0 | $281,197 | $0 | $68,085 | Yes (X) | ||||
| MS KRISTINEMILA WILEY | ||||||||||
| VP, Low Carbon Energy | 40.0 | 0.0 | $295,360 | $0 | $31,245 | Yes (X) | ||||
| MR ANTHONY T LINDSAY | ||||||||||
| MD, Infrastructure | 40.0 | 0.0 | $260,848 | $0 | $63,073 | Yes (X) | ||||
| MR PAUL E GLANVILLE | ||||||||||
| Senior DIRECTOR, R&D | 40.0 | 0.0 | $248,512 | $0 | $66,496 | Yes (X) | ||||
| MR WILLIAM W FOLLETT IV | ||||||||||
| Program Director, SCO2 | 40.0 | 0.0 | $260,781 | $0 | $39,041 | Yes (X) | ||||
| MR ZAHER EL ZAHAB | ||||||||||
| Program Manager, Gasification | 40.0 | 0.0 | $204,615 | $0 | $52,755 | Yes (X) | ||||
| MR ARTHUR CORBIN | ||||||||||
| DIRECTOR | 0.87 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| MS REBECCA RANICH | ||||||||||
| CHAIR | 0.95 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| MR DAVID F SMITH | ||||||||||
| DIRECTOR | 0.41 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| MR JOHN W SOMERHALDER II | ||||||||||
| DIRECTOR | 0.83 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| MS LORI TRAWEEK | ||||||||||
| DIRECTOR | 0.68 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| MR NICK STAVROPOULOS | ||||||||||
| VICE CHAIR | 0.83 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| MR CARLOS CABRERA | ||||||||||
| DIRECTOR | 0.41 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| MR MICHAEL WEBBER | ||||||||||
| DIRECTOR | 0.41 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| MR SCOTT DRURY | ||||||||||
| Director | 0.41 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| MS LAUREN RILEY | ||||||||||
| DIRECTOR | 0.41 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| MR SUMEET SINGH | ||||||||||
| director | 0.41 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| MS TINA FARACA | ||||||||||
| Director | 0.25 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $8,232,983 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,029,808 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 17 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| PAULEY ERICKSON AND SWANSON | |||||
| 2800 W HIGGINS SUITE 365 | HOFFMAN ESTATES | IL | 60169 | INTELLECTUAL PRPTY | $276,591 |
| TISHA SCHULLER | |||||
| 6229 FOUR MILE CANYON DR | BOULDER | CO | 80302 | Strategic Consulting | $325,259 |
| PLATO ELEARNING LLC | |||||
| 55 North Merchant St 1221 | AMERICAN FORK | UT | 84003 | E-Learning Products | $477,373 |
| DEEP SYSTEMS LLC | |||||
| 3259 Border Rd | GENEVA | IL | 60134 | IT Network Support | $384,025 |
| OPTIFUEL SYSTEMS LLC | |||||
| 601 Bay St | BEAUFORT | SC | 229025521 | Product engineering | $262,750 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $43,707,996 | GovernmentGrantsAmt |
| Total Contributions | $43,707,996 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| INDUSTRY SPONSORED RESEARCH | 541700 | $58,914,679 | $51,612,456 | $7,302,223 |
| EDUCATION/PROGRAM DEVELOPMENT | 611710 | $4,654,360 | $4,654,360 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $63,569,039 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,348,464 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $278,796 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,069,668 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,329,572 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $250,000 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,079,572 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $558,646 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $558,646 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $558,646 | TotalRevenueColumnAmt |
| Exclusion | $558,646 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $13,667,235 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $11,955,330 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,711,905 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,711,904 | TotalRevenueColumnAmt |
| Exclusion | $1,711,904 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $0 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| EQUITY IN EARNINGS/(LOSS) OF AFFILIATES | 541900 | $4,553,420 | $4,553,420 | |
| ADMIN SERVICES | 561000 | $48,720 | $48,720 | |
| RECOVERY OF LOSS | 900099 | $114,707 | $114,707 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $38,602 | TotalRevenueColumnAmt |
| Exclusion | $38,602 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $4,755,449 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $117,981,070 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $56,266,816 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $7,879,739 | UnrelatedBusinessRevenueAmt |
| Exclusion | $10,126,519 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $80,500 | TotalAmt |
| Program Services | $80,500 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,960,055 | TotalAmt |
| Program Services | $1,051,421 | ProgramServicesAmt |
| Management And General | $5,908,634 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,982,240 | TotalAmt |
| Program Services | $12,656,859 | ProgramServicesAmt |
| Management And General | $19,325,381 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,573,128 | TotalAmt |
| Program Services | $1,297,180 | ProgramServicesAmt |
| Management And General | $2,275,948 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,546,932 | TotalAmt |
| Program Services | $2,328,436 | ProgramServicesAmt |
| Management And General | $4,218,496 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,887,180 | TotalAmt |
| Program Services | $1,020,050 | ProgramServicesAmt |
| Management And General | $1,867,130 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,691,612 | TotalAmt |
| Management And General | $1,691,612 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $246,350 | TotalAmt |
| Management And General | $246,350 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $257,378 | TotalAmt |
| Management And General | $257,378 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $361,516 | TotalAmt |
| Management And General | $361,516 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,140 | TotalAmt |
| Management And General | $55,140 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,234,865 | TotalAmt |
| Program Services | $39,967,301 | ProgramServicesAmt |
| Management And General | $1,267,564 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $363,155 | TotalAmt |
| Management And General | $363,155 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,779,242 | TotalAmt |
| Program Services | $2,742,050 | ProgramServicesAmt |
| Management And General | $1,037,192 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,993,796 | TotalAmt |
| Management And General | $1,993,796 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $208,000 | TotalAmt |
| Management And General | $208,000 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,513,759 | TotalAmt |
| Program Services | $1,572 | ProgramServicesAmt |
| Management And General | $2,512,187 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,062,955 | TotalAmt |
| Program Services | $1,158,576 | ProgramServicesAmt |
| Management And General | $904,379 | ManagementAndGeneralAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $125,157 | TotalAmt |
| Program Services | $106,739 | ProgramServicesAmt |
| Management And General | $18,418 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $437,688 | TotalAmt |
| Management And General | $437,688 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,786,244 | TotalAmt |
| Program Services | $1,490,046 | ProgramServicesAmt |
| Management And General | $2,296,198 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $743,308 | TotalAmt |
| Management And General | $743,308 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| OTHER DIRECT COSTS OF SPONSORE | $2,705,848 | $2,705,848 | |
| NON OP POSTRETIREMENT BEN. EXP | -$254,904 | -$254,904 | |
| OTHER EXPENSES | $2,809,589 | $2,809,589 | |
| INCOME TAX RECOVERY | -$83,000 | -$83,000 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $147,587 | TotalAmt |
| Management And General | $147,587 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $117,215,320 | TotalAmt |
| Program Services | $66,606,578 | ProgramServicesAmt |
| Management And General | $50,608,742 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,190,889 | BOYAmt |
| EOY | $1,753,831 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $810,354 | BOYAmt |
| EOY | $796,096 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,892,119 | BOYAmt |
| EOY | $32,068,952 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,636,000 | BOYAmt |
| EOY | $6,358,500 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $830,980 | BOYAmt |
| EOY | $786,309 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $51,872,631 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $42,381,698 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,856,222 | BOYAmt |
| EOY | $9,490,933 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,210,959 | BOYAmt |
| EOY | $63,142,825 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,859,903 | BOYAmt |
| EOY | $20,972,767 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,750,000 | BOYAmt |
| EOY | $2,250,000 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,528,093 | BOYAmt |
| EOY | $13,769,474 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $146,565,519 | BOYAmt |
| EOY | $151,389,687 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,741,618 | BOYAmt |
| EOY | $32,880,964 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,829,605 | BOYAmt |
| EOY | $20,206,234 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,000,000 | BOYAmt |
| EOY | $8,500,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,086,510 | BOYAmt |
| EOY | $1,186,037 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $62,657,733 | BOYAmt |
| EOY | $62,773,235 | 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 | $83,907,786 | BOYAmt |
| EOY | $88,616,452 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $83,907,786 | BOYAmt |
| EOY | $88,616,452 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $146,565,519 | BOYAmt |
| EOY | $151,389,687 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $765,750 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $3,942,916 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | 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 (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $48,023,197 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $40,563,064 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $43,289,818 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $40,044,260 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $43,707,996 | CurrentTaxYearAmt |
| Total | $215,628,335 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $67,344,184 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $44,480,235 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $44,354,592 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $46,016,052 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $56,381,522 | CurrentTaxYearAmt |
| Total | $258,576,585 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $115,367,381 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $85,043,299 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $87,644,410 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $86,060,312 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $100,089,518 | CurrentTaxYearAmt |
| Total | $474,204,920 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $27,364,155 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $23,005,002 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $18,893,930 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $15,741,483 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $26,159,093 | CurrentTaxYearAmt |
| Total | $111,163,663 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $27,364,155 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $23,005,002 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $18,893,930 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $15,741,483 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $26,159,093 | CurrentTaxYearAmt |
| Total | $111,163,663 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $363,041,257 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,041,556 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,691,265 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,335,228 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,252,815 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,957,885 | CurrentTaxYearAmt |
| Total | $30,278,749 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,041,556 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,691,265 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,335,228 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,252,815 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,957,885 | CurrentTaxYearAmt |
| Total | $30,278,749 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,956 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $175,923 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $171,544 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $62,639 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $38,602 | CurrentTaxYearAmt |
| Total | $450,664 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $123,410,893 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $90,910,487 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $94,151,182 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $92,375,766 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $104,086,005 | CurrentTaxYearAmt |
| Total | $504,934,333 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.71899 | PublicSupportCY509Pct |
| Public Support PY509 | 0.69485 | PublicSupportPY509Pct |
| Investment Income CY | 0.05997 | InvestmentIncomeCYPct |
| Investment Income PY | 0.06344 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbyingGrp | |
| Total Direct Lobbying | TotalDirectLobbyingGrp | |
| Total Lobbying Expend | TotalLobbyingExpendGrp | |
| Other Exempt Purpose Expend | OtherExemptPurposeExpendGrp | |
| Total Exempt Purpose Expend | TotalExemptPurposeExpendGrp | |
| Lobbying Nontaxable Amount | LobbyingNontaxableAmountGrp | |
| Grassroots Nontaxable | GrassrootsNontaxableGrp | |
| Tot Lbbyng Grassroot Mns Non Tx | TotLbbyngGrassrootMnsNonTxGrp | |
| Tot Lbby Expend Mns Lbbyng Non Tx | TotLbbyExpendMnsLbbyngNonTxGrp | |
| Volunteers | false | VolunteersInd |
| Paid Staff Or Management | Yes (true) | PaidStaffOrManagementInd |
| Media Advertisements | false | MediaAdvertisementsInd |
| Mailings Members | false | MailingsMembersInd |
| Publications Or Broadcast | false | PublicationsOrBroadcastInd |
| Grants Other Organizations | false | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (true) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $361,516 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | false | RalliesDemonstrationsInd |
| Other Activities | false | OtherActivitiesInd |
| Total Lobbying Expenditures | $361,516 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | false | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCH C PART II-B LINE 1G | FormAndLineReferenceDesc |
| Explanation | GTI Energy's LOBBYING ACTIVITIES CONSIST OF AN EFFORT TO EDUCATE CONGRESS ON THE NEED TO SUPPORT CLEAN ENERGY SYSTEMS AND RELATED RESEARCH AND TECHNOLOGY DEVELOPMENT FOR THE BENEFIT OF THE PUBLIC. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp | |
| CY Minus3 Yr Endwmt Fund | CYMinus3YrEndwmtFundGrp | |
| CY Minus4 Yr Endwmt Fund | CYMinus4YrEndwmtFundGrp |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,831,068 | OtherCostOrOtherBasisAmt |
| Book Value | $1,058,836 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $32,087,681 | OtherCostOrOtherBasisAmt |
| Depreciation | $27,933,365 | DepreciationAmt |
| Book Value | $4,154,316 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovementsGrp |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $14,802,819 | OtherCostOrOtherBasisAmt |
| Depreciation | $11,118,356 | DepreciationAmt |
| Book Value | $3,684,463 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,151,063 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,557,745 | DepreciationAmt |
| Book Value | $593,318 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $9,490,933 | TotalBookValueLandBuildingsAmt |
| Financial Derivatives | FinancialDerivativesGrp |
Closely Held Equity Interests CloselyHeldEquityInterestsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $20,972,767 | BookValueAmt |
| Method Valuation | C | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $20,972,767 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (7 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| POSTRET BEN ASSET-NET | $10,925,821 |
| DEFERRED TAX ASSET | $2,025,000 |
| VALUATION ALLOWANCE | -$1,597,000 |
| 457 ASSETS AT TIAA | $1,398,660 |
| ROU WASHINGTON DC | $0 |
| 165-02 ROU AGOURA HILLS CA | $341,800 |
| 165-01 ROU WOODLAND HILLS CA | $675,193 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $13,769,474 | TotalBookValueOtherAssetsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (6 entries)
| DescDesc | AmtAmt |
|---|---|
| DUE TO AFFILIATE | $101,053 |
| 253-02 LT LEASE AGOURA HILLS | $262,130 |
| 253-01 LT LEASE WOODLAND HILL | $534,936 |
| 236-03 ST LEASE WASHINGTON DC | $0 |
| 236-02 ST LEASE AGOURA HILLS | $99,038 |
| 236-01 ST LEASE WOODLAND HILL | $188,880 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,186,037 | TotalLiabilityAmt |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (14 entries)
| RegionRegionTxt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|
| Europe (Including Iceland and Greenland) | Program Services | SCIENTIFIC RESEARCH | $36,000 |
| East Asia and the Pacific | Program Services | Education Related | $21,000 |
| North America | Program Services | Scientific Research | $21,000 |
| Sub-Saharan Africa | Program Services | Indirect Management | $7,000 |
| East Asia and the Pacific | Program Services | Indirect Mgmt Activity | $59,000 |
| East Asia and the Pacific | Program Services | Scientific Research | $2,000 |
| Europe (Including Iceland and Greenland) | Unrelated Trade or Business | $5,000 | |
| Middle East and North Africa | Program Services | Indirect Mgmt Activity | $1,000 |
| North America | Program Services | Indirect Mgmt Activity | $10,000 |
| North America | Unrelated Trade or Business | $1,000 | |
| North America | Program Services | Education Related | $5,000 |
| South America | Program Services | Indirect Mgmt Activity | $1,000 |
| South America | Program Services | Scientific Research | $9,000 |
| Sub-Saharan Africa | Program Services | Scientific Research | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Spent | $271,000 | SubtotalSpentAmt |
| Total Spent | $271,000 | TotalSpentAmt |
| Transfer To Foreign Corp | false | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | false | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | false | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| LEHIGH UNIVERSITY | |||||||
| 306 S NEW STREET SUITE 451 | BETHLEHEM | PA | 18015 | 240795445 | 501(c)(3) | $62,500 | THE LEHIGH UNIVERSITY DONATION IS IN SUPPORT OF LEHIGH'S PASTEUR PHD PARTNERS (P3) PROGRAM. LEHIGH HAS PROPOSED, AND GTI HAS ACCEPTED THAT THE DONATION SHALL DIRECTED TO A P3 PROGRAM RESEARCH TOPIC THAT IS SCIENTIFIC IN NATURE AND GENERALLY IN THE AREA OF DATA-DRIVE INTERDEPENDENT ENERGY SYSTEMS. |
| MIT ENERGY INITIATIVE | |||||||
| 77 MASSACHUSETTS AVE | CAMBRIDGE | MA | 02139 | 042103594 | 501(c)(3) | $18,000 | THE MASSACHUSETTS INSTITUTE OF TECHNOLOGY ENERGY INITIATIVE DONATION IS IN SUPPORT OF THE 2023 C3E WOMEN IN CLEAN ENERGY SYMPOSIUM AND AWARDS. GTI ENERGY SPONSORSHIP ALLOWS TO DIRECTLY IMPACT AND SUPPORT DIVERSITY AND LEADERSHIP IN CLEAN ENERGY. |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 1 | The LeHigh University donation is in support of Lehigh's Pasteur PhD Partners (P3) Program. LeHigh has proposed, and GTI Energy has accepted, that the donation shall be directed to a P3 Program research topic that is scientific in nature and generally in the area of data-drive interdependent energy systems. |
| 2 | THE MASSACHUSETTS INSTITUTE OF TECHNOLOGY ENERGY INITIATIVE DONATION IS IN SUPPORT OF THE 2023 C3E WOMEN IN CLEAN ENERGY SYMPOSIUM AND AWARDS. GTI ENERGY SPONSORSHIP ALLOWS TO DIRECTLY IMPACT AND SUPPORT DIVERSITY AND LEADERSHIP IN CLEAN ENERGY. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (17 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt |
|---|---|---|---|---|---|---|---|
| MR DAVID C CARROLL | |||||||
| PRESIDENT & CEO - former | -$9,779 | $697,239 | $934,122 | $25,408 | $1,646,990 | $1,176,487 | |
| MR RONALD N SNEDIC | |||||||
| SVP, CORPORATE DEVELOPMENT | $322,855 | $295,029 | $4,362 | $37,180 | $707,119 | $47,693 | |
| MR JAMES F INGOLD | |||||||
| SVP of FINANCE, TREASURER, CFO | $332,631 | $304,863 | $4,187 | $31,928 | $721,302 | $47,693 | |
| MR DONALD STEVENSON | |||||||
| VP, Carbon MGMT & Conv | $262,081 | $47,000 | $2,322 | $37,925 | $396,258 | $46,930 | |
| MR ANTHONY T LINDSAY | |||||||
| MD, Infrastructure | $220,423 | $36,361 | $4,064 | $25,984 | $323,921 | $37,089 | |
| MR ANTHONY H EASTLAND | |||||||
| Senior DIRECTOR, R&D | $250,911 | $34,793 | $3,954 | $37,325 | $370,122 | $43,139 | |
| MR QUINTON B FORD | |||||||
| SVP, Tech Dev, Gen Counsel, Co | $330,986 | $296,971 | $5,994 | $28,578 | $710,222 | $47,693 | |
| MR JOHN L MARION | |||||||
| Senior Director, Programs | $256,721 | $32,816 | $6,858 | $14,496 | $352,992 | $42,101 | |
| MS PAULA A GANT | |||||||
| President & CEO | $457,690 | $614,250 | $1,932 | $25,634 | $1,147,199 | $47,693 | |
| MR MICHAEL A RUTKOWSKI | |||||||
| Officer - Former | $270,061 | $284,633 | $554,694 | ||||
| MR WILLIAM W FOLLETT IV | |||||||
| Program Director, SCO2 | $231,421 | $25,453 | $3,907 | $3,059 | $299,822 | $35,982 | |
| MR PAUL E GLANVILLE | |||||||
| Senior DIRECTOR, R&D | $175,871 | $71,564 | $1,077 | $38,937 | $315,008 | $27,559 | |
| MS KRISTINEMILA WILEY | |||||||
| VP, Low Carbon Energy | $245,820 | $49,000 | $540 | $326,605 | $31,245 | ||
| MR RICHARD KAELIN | |||||||
| VP, GOVERMENT Services | $263,820 | $54,000 | $810 | $36,183 | $390,956 | $36,143 | |
| MR DUNCAN ROBINSON | |||||||
| VP, COMMERCIALIZATION | $261,016 | $55,000 | $1,542 | $39,228 | $392,929 | $36,143 | |
| MR ZAHER EL ZAHAB | |||||||
| Program Manager, Gasification | $187,608 | $16,493 | $514 | $31,537 | $257,370 | $21,218 | |
| MR SEYMOUR KHALILOV | |||||||
| MD, Strategy & Bus Planning | $253,087 | $27,000 | $1,110 | $36,325 | $349,282 | $31,760 | |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I LINE 1A | GTI ENERGY REQUIRES PRIOR WRITTEN APPROVAL OF THE PRESIDENT AND CEO, OR THE SVP OF FINANCE, TREASURER AND CFO IN ORDER TO REIMBURSE ANY COSTS RELATED TO A SPOUSE ACCOMPANYING A STAFF MEMBER ON A BUSINESS TRIP. GTI ENERGY REIMBURSES FOR FIRST CLASS TRAVEL AND ANY COSTS RELATED TO THE BUSINESS TRIP IN ACCORDANCE WITH A WRITTEN POLICY AND PROCEDURE. GTI ENERGY REIMBURSES ALL EMPLOYEES UP TO $300 PER YEAR FOR HEALTH CLUB DUES SUBSTANTIATED BY A RECEIPT. |
| PART I LINE 7 | NON-OFFICERS LISTED IN PART VII, SECTION A ARE ELIGIBLE FOR INCENTIVE COMPENSATION UNDER GTI ENERGY'S MANAGEMENT INCENTIVE PLAN. RECOMMENDED BONUSES ARE CALCULATED UNDER TERMS OF THE PLAN, AND THE ACTUAL INCENTIVE AWARDED MUST HAVE THE APPROVAL OF THE PRESIDENT OF GTI ENERGY. OFFICER INCENTIVE COMPENSATION IS DETERMINED UNDER THE TERMS OF THE AWARD, AND THE ACTUAL INCENTIVE AWARDED IS SUBJECT TO DISCRETIONARY ADJUSTMENT BY, AND THE APPROVAL OF, THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 7A | The directors of the corporation excluding the ex-offcio directors shall be divided into three groups, as nearly equal in number as possible. At each annual meeting, successors to the group of director whose terms are ending at such meeting shall be elected for a term expiring at the third annual meeting of the board of directors following such election. |
| FORM 990, PART VI, SECTION A, LINE 7B | CHANGES TO THE ORGANIZATION'S ARTICLES OF INCORPORATION can be done by the board of directors. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE CFO REVIEWS THE FORM 990 PRIOR TO ITS DISTRIBUTION TO MEMBERS OF THE GOVERNING BODY. |
| FORM 990, PART VI, SECTION B, LINE 12C | GTI ENERY HAS A SEPARATE CONFLICT OF INTEREST POLICY FOR ITS BOARD OF DIRECTORS, CONFLICTS OF INTEREST MUST BE REPORTED IMMEDIATELY. IF A CONFLICT OF INTEREST IS IDENTIFIED, IT IS DISCUSSED WITH THE GENERAL COUNSEL TO IDENTIFY THE PROPER COURSE OF REMEDIAL ACTION. THESE ACTIONS MAY RANGE FROM RECUSAL IN ANY BUSINESS TRANSACTIONS INVOLVING GTI NNERGY OR THE OTHER INTERESTED ORGANIZATION, TO WITHDRAWING FROM INVOLVEMENT IN THE OTHER ORGANIZATION'S BOARD OF DIRECTORS, TO OTHER ACTIONS THAT ASSURE THE CONFLICT OF INTEREST, OR EVEN THE APPEARANCE OF A CONFLICT OF INTEREST MAY BE AVOIDED. ALL GTI ENERGY EMPLOYEES ARE COVERED BY A SEPARATE WRITTEN CONFLICT OF INTEREST POLICY. POTENTIAL AND ACTUAL EMPLOYEE CONFLICTS OF INTEREST ARE REVIEWED BY THE GENERAL COUNSEL. ALL EMPLOYEES HAVE THE OBLIGATION TO OBTAIN THE GENERAL COUNSEL'S PRIOR WRITTEN APPROVAL FOR ALL SUCH ACTIVITY. THE FAILURE TO OBTAIN THE GENERAL COUNSEL'S PRIOR WRITTEN APPROVAL SHALL CONSTITUTE GROUNDS FOR IMMEDIATE DISMISSAL WITH CAUSE. THE DIRECTORS ANNUALLY COMPLETE A CONFLICT OF INTEREST QUESTIONNAIRE. GTI ENERGY'S EMPLOYEES ANNUALLY COMPLETE A CONFLICT OF INTEREST DISCLOSURE STATEMENT. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE POSITIONS THAT WERE REVIEWED INCLUDED THE PRESIDENT AND CEO, CHIEF FINANCIAL OFFICER, GENERAL COUNSEL AND SECRETARY, SENIOR VICE PRESIDENT OF RESEARCH OPERATIONS, SENIOR DIRECTOR OF ENGINEERING, PROGRAM DIRECTOR OF ADVANCED POWER SYSTEM, MANAGING DIRECTOR OF INFRASTRUCTURE, VICE PRESIDENT OF MANAGING DIRECTOR OF ENERGY SUPPLY & CONVERSION, VICE PRESIDENT OF HYDROGEN TECHNOLOGY CENTER, VICE PRESIDENT OF GOVERNMENT AFFAIRS, VICE PRESIDENT OF PEOPLE & ENGAGEMENT, VICE PRESIDENT OF COMMERCIALIZATION, AND SENIOR VICE PRESIDENT OF CORPORATE DEVELOPMENT. ANNUALLY, AN OUTSIDE COMPANY, DELARK HR SOLUTIONS AND KORN FERRY, DETERMINES THE APPROPRIATE TOTAL COMPENSATION RANGES FOR THE ABOVE POSITIONS. A RECOMMENDATION FOR MERIT INCREASES AND BONUSES IS MADE TO THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS, ANNUALLY, BASED ON THE EXTERNAL MARKET STUDY PERFORMED BY DELARK HR SOLUTIONS, THE COMPANY'S PERFORMANCE, AND THE INDVIDIUAL'S PERFORMANCE. THE COMPENSATION COMMITTEE DETERMINES THE FINAL MERIT INCREASE AND BONUS AMOUNTS. MERIT INCREASES FOR OFFICERS ARE BASED ON SPECIFIC FORMULAS WHICH INCORPORATE TARGET AMOUNTS FOR EACH SET OF INCREASES, AND ARE INCREASED OR REDUCED COMPANYWIDE, BASED ON THE DIRECTION OF THE COMPENSATION COMMITTEE. THE COMPENSATION COMMITTEE SPECIFICALLY APPROVES COMPENSATION FOR OFFICERS. THEIR ACTIONS ARE DETAILED IN THE COMPENSATION COMMITTEE MEETING MINUTES. |
| FORM 990, PART VI, SECTION C, LINE 19 | NO DOCUMENTS AVAILABLE TO THE PUBLIC. |
| FORM 990, PART IX, LINE 11G | TOTAL OF OTHER SERVICES EXCEEDS 10% OF LINE 25 COL (A), THEREFORE A LIST OF EXPENSES FOLLOWS: ENGINEERING AND TECHNICAL SERVICES- $37,129,139 EDUCATION AND TRAINING SERVICES- $2,962,983, PATENT MAINTENANCE SERVICES- $1,128,572 AND ADVOCACY SERVICES $14,171. |
| FORM 990 PART IX LINE 11G | DESCRIPTION:OTHER TOTAL FEES:41234865 |
Schedule R IRS990ScheduleR
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| GTI INTERNATIONAL INC | ||||||||||||
| 1700 S MOUNT PROSPECT ROAD | DES PLAINES | IL | 60018 | 364349614 | PRODUCT COMME | DE | NA | C CORP | $8,334 | $25,705,464 | 1.00000 | false |
| FRONTIER ENERGY | ||||||||||||
| 1000 BROADWAY SUITE 410 | OAKLAND | CA | 94607 | 942802034 | ENERGY CONSUL | CA | GTI INTERNATION | C CORP | $5,082,672 | $24,103,485 | 1.00000 | false |
| PROJEO CORPORATION | ||||||||||||
| 1700 S MOUNT PROSPECT ROAD | DES PLAINES | IL | 60018 | 823645843 | ENERGY CONSUL | IL | GTI INTERNATION | C CORP | -$192,732 | $4,152,885 | 1.00000 | false |
| SUNGAS RENEWABLES INC | ||||||||||||
| 1700 S MOUNT PROSPECT ROAD | DES PLAINES | IL | 60018 | 863847820 | ENERGY CONSUL | DE | GTI INTERNATION | C CORP | -$3,574,325 | $14,246,263 | 0.94000 | false |
| PROJEO SOLUTIONS CORPORATION | ||||||||||||
| 1700 S MOUNT PROSPECT ROAD | DES PLAINES | IL | 60018 | 873914402 | ENERGY CONSUL | DE | GTI INTERNATION | C CORP | $0 | $10 | 1.00000 | false |
| REV INNOVATIONS INC | ||||||||||||
| 1700 S MOUNT PROSPECT ROAD | DES PLAINES | IL | 60018 | 871466439 | ENERGY CONSUL | DE | NA | C CORP | -$190,434 | $125,499 | 1.00000 | false |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (true) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (true) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | Yes (true) | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (18 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| GTI INTERNATIONAL INC | ||
| A | $52,671 | CASH TRANSFERRE |
| SUNGAS RENEWABLES INC | ||
| A | $450,000 | CASH TRANSFERRE |
| GTI INTERNATIONAL INC | ||
| D | $6,193,500 | CASH TRANSFERRE |
| GTI INTERNATIONAL INC | ||
| F | $1,000,000 | CASH TRANSFERRE |
| FRONTIER ENERGY | ||
| L | $283,117 | PART VII NOTE 2 |
| GTI INTERNATIONAL INC | ||
| L | $56,288 | PART VII NOTE 1 |
| SUNGAS RENEWABLES INC | ||
| L | $444,163 | PART VII NOTE 2 |
| REV INNOVATIONS INC | ||
| L | $91,244 | PART VII NOTE 2 |
| PROJEO CORPORATION | ||
| L | $195,448 | PART VII NOTE 1 |
| FRONTIER ENERGY | ||
| M | $340,854 | PART VII NOTE 5 |
| PROJEO CORPORATION | ||
| M | $128,214 | PART VII NOTE 6 |
| FRONTIER ENERGY | ||
| P | $188,581 | PART VII NOTE 4 |
| FRONTIER ENERGY | ||
| Q | $1,433,074 | PART VII NOTE 3 |
| SUNGAS RENEWABLES INC | ||
| Q | $709,381 | PART VII NOTE 3 |
| REV INNOVATIONS INC | ||
| Q | $78,271 | PART VII NOTE 3 |
| PROJEO CORPORATION | ||
| Q | $254,644 | PART VII NOTE 3 |
| GTI INTERNATIONAL INC | ||
| S | $5,471,000 | CASH TRANSFERRE |
| REV INNOVATIONS INC | ||
| A | $183,774 | CASH TRANSFERRE |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V LINE 2, (6), (8) Note 1 | THE FAIR VALUE OF THE ADMINSTRATIVE SERVICES PERFORMED FOR THE RELATED ORGANIZATION WAS DETERMINED USING GTI'S ACTUAL COST OF LABOR, THE ACTUAL FRINGE RATE FOR THE YEAR, AND 7% OF THE LABOR COST PLUS FRINGE. |
| PART V LINE 2, (5), (7), (9) Note 2 | THE FAIR VALUE OF THE ADMINISTRATIVE AND TECHNICAL INDIRECT SERVICES PERFORMED FOR THE RELATED ORGANIZATIONS WAS DETERMINED USING GTI ENERGY'S ACTUAL COST OF LABOR, THE ACTUAL FRINGE RATE FOR THE YEAR, AND 7% OF THE LABOR COST PLUS FRINGE, THE FAIR VALUE OF TECHNICAL SERVICES PERFORMED UNDER CUSTOMER PROJECTS OF THE RELATED ORGANIZATION WAS DETERMINED USING GTI ENERGY'S ACTUAL COST, PLUS FRINGE, AND INDIRECTS AT THE GOVERNMENT APPROVED PROVISIONAL INDIRECT RATES, OR FOR OTHER TECHNICAL SERVICES PROJECTS, THE LABOR PORTION WAS VALUED USING STANDARD COMMERCIAL T&M BILLING RATES. |
| PART V LINE 2 (13), (14), (15), (16) Note 3 | THE FAIR VALUES OF EXPENSES REIMBURSED BY RELATED ORGANIZATIONS TO GTI ENERGY AND INCURRED IN CONJUNCTION WITH THE PERFORMANCE OF ADMINISTRATIVE OR TECHNICAL INDIRECT SERVICES BY GTI ENERGY, WERE DETERMINED TO BE THE AMOUNT OF GTI ENERGY'S ACTUAL COST OF THOSE EXPENSES, OR THE AMOUNT AT WHICH THE EXPENSES WERE ULTIMATELY INVOICED TO THE SPONSOR OF THE WORK. |
| PART V LINE 2(12) Note 4 | THE FAIR VALUE OF EXPENSE REIMBURSEMENTS PAID TO THE RELATED PARTY WERE DETERMINED TO BE AT COST, OR THE AMOUNT AT WHICH THE EXPENSES WERE ULTIMATELY INVOICED TO THE SPONSOR OF THE WORK. |
| PART V LINE 2(10) Note 5 | THE FAIR VALUE OF THE FEI SERVICES PERFORMED TO EXECUTE A PORTION OF THE SCOPE OF WORK ON GTI ENERGY CUSTOMER SPONSORED PROJECTS WAS DETERMINED USING FEI'S COMMERCIAL BILLING RATES FOR 2023, OR FEI'S ACTUAL COST, PLUS FRINGE, AND INDIRECTS AT THE GOVERNMENT APPROVED PROVISIONAL INDIRECT RATES, AND FEE, IF APPLICABLE. |
| PART V LINE 2 (11) Note 6 | THE FAIR VALUE OF THE PROJEO SERVICES PERFORMED WAS BASED ON PROJEO'S ACTUAL COST, PLUS FRINGE, AND INDIRECTS AT THE GOVERNMENT APPROVED PROVISIONAL INDIRECT RATES. |
Comments