UNIVERSITIES SPACE RESEARCH ASSOCIATION: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITIES SPACE RESEARCH ASSOCIATION (EIN 52-0892064)
- Tax period
- 2021-10-01 to 2022-09-30
- Filed
- 2023-08-14
- IRS object ID
- 202322269349300127
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule K
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-08-14T07:48:03-05:00 | ReturnTs |
| Tax Period End | 2022-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 440160260 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FORVIS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1410 SPRING HILL ROAD SUITE 500 | AddressLine1Txt |
| City | TYSONS | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 221023056 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 520892064 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITIES SPACE RESEARCH ASSOCIATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIV | BusinessNameControlTxt |
| Phone | 4107302656 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 425 3RD STREET SW 950 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20024 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TODD BIDWELL | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 4107302656 | PhoneNum |
| Signature | 2023-08-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | TODD | PersonFirstNm |
| Person Last | BIDWELL | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | AMY BIBBY | PreparerPersonNm |
| PTIN | P00445891 | PTIN |
| Phone | 7039700400 | PhoneNum |
| Preparation | 2023-08-11 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Principal Officer | JEFFREY ISAACSON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 425 3RD STREET SW SUITE 950 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20024 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $111,291,044 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.USRA.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1969 | FormationYr |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Activity Or Mission | ADVANCE THE SPACE AND AERONAUTICS RELATED SCIENCES AND EXPLORATION THROUGH INNOVATIVE RESEARCH, TECHNOLOGY, AND EDUCATION | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 562 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $147,066,460 | PYContributionsGrantsAmt |
| CY Contributions Grants | $110,543,728 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $486,182 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $616,923 | CYProgramServiceRevenueAmt |
| PY Investment Income | $26,190 | PYInvestmentIncomeAmt |
| CY Investment Income | $121,000 | CYInvestmentIncomeAmt |
| PY Other Revenue | $9,670 | PYOtherRevenueAmt |
| CY Other Revenue | $9,393 | CYOtherRevenueAmt |
| PY Total Revenue | $147,588,502 | PYTotalRevenueAmt |
| CY Total Revenue | $111,291,044 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $34,531,046 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $24,572,556 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $69,396,902 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $55,795,862 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $42,089,942 | PYOtherExpensesAmt |
| CY Other Expenses | $30,288,038 | CYOtherExpensesAmt |
| PY Total Expenses | $146,017,890 | PYTotalExpensesAmt |
| CY Total Expenses | $110,656,456 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,570,612 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $634,588 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $66,030,846 | TotalAssetsBOYAmt |
| Total Assets EOY | $61,609,902 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $28,722,915 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $23,716,609 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $37,307,931 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $37,893,293 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO PROVIDE A COLLABORATIVE MEMBERSHIP ORGANIZATION WHERE UNIVERSITIES AND OTHER RESEARCH ORGANIZATIONS MAY COOPERATE EFFECTIVELY WITH EACH OTHER, WITH THE UNITED STATES GOVERNMENT, AND OTHER ENTITIES TO DEVELOP KNOWLEDGE ASSOCIATED WITH SPACE SCIENCE AND TECHNOLOGY | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $22,347,704 | ExpenseAmt |
| Grant | $510,216 | GrantAmt |
| Desc | NASA ACADEMIC MISSION SERVICES (NAMS) CONTRACT TO DELIVER NEW CONCEPTS, TOOLS AND TECHNOLOGIES RELATED TO AERONAUTICS, SCIENCE AND AERO FLIGHT DYNAMICS. THIS FIVE-YEAR AGREEMENT FOR A $193 MILLION AWARD LAUNCHES AN INTEGRATED MULTI-YEAR RESEARCH EFFORT TO BE CONDUCTED AT NASA'S AMES RESEARCH CENTER, WHICH RANGES FROM FUNDAMENTAL RESEARCH AND DEVELOPMENT THROUGH FIELD TEST DEPLOYMENTS AND OPERATIONAL SCIENCE MISSIONS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $17,509,733 | ExpenseAmt |
| Grant | $14,306,021 | GrantAmt |
| Desc | EDUCATION PROGRAMS (EAP & EPO): THE EDUCATION PROGRAM'S OFFICE PRIMARILY SUPPORTS NASA'S EFFORTS TO EXPAND EDUCATIONAL OPPORTUNITIES FOR STUDENTS IN AEROSPACE ENGINEERING AND THE SPACE SCIENCES, AS WELL AS ENCOURAGING YOUNG STUDENTS TO STAY IN SCHOOL AND PURSUE CAREERS IN SCIENCE, ENGINEERING, AND BUSINESS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $27,811,068 | ExpenseAmt |
| Grant | $26,149 | GrantAmt |
| Desc | STRATOSPHERIC OBSERVATORY FOR INFRARED ASTRONOMY (SOFIA): SOFIA IS AN AIRBORNE OBSERVATORY THAT STUDIES THE UNIVERSE IN THE INFRARED SPECTRUM. BESIDES THIS CONTRIBUTION TO SCIENCE PROGRESS, SOFIA IS A MAJOR FACTOR IN THE DEVELOPMENT OF OBSERVATIONAL TECHNIQUES, OF NEW INSTRUMENTATIONS, AND IN THE EDUCATION OF YOUNG SCIENTISTS AND TEACHERS IN THE DISCIPLINE OF INFRARED ASTRONOMY. SOFIA FLIES INTO THE STRATOSPHERE, OPENS THE TELESCOPE CAVITY DOOR, AND POINTS ITS TELESCOPE AT THE HEAVENS MOST NIGHTS A WEEK IN THIS DECADE AND THE NEXT. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $26,816,103 | ExpenseAmt |
| Grant | $9,730,170 | GrantAmt |
| Revenue | $616,923 | RevenueAmt |
| Desc | GESTAR STANDS FOR GODDARD EARTH SCIENCES TECHNOLOGY AND RESEARCH. ITS SCOPE CUTS ACROSS EARTH SCIENCE DISCIPLINES AND INCLUDES ATMOSPHERIC STUDIES, HYDROLOGY, OCEAN AND CLIMATE RESEARCH. TO FACILITATE EXPERIMENTAL, ANALYTICAL AND THEORETICAL RESEARCH IN SUPPORT OF NASA'S STRATEGIC EARTH AND SPACE SCIENCE OBJECTIVES.NASA POSTDOCTORAL PROGRAM (NPP), A PRESTIGIOUS, NATIONAL-LEVEL EFFORT SUPPORTING ALL NASA MISSION DIRECTORATES AND CENTERS. NPP AWARDS FELLOWSHIPS TO HIGHLY QUALIFIED POSTDOCTORAL SCIENTISTS AND ENGINEERS, ENABLING THEM TO CONDUCT RESEARCH AND PARTICIPATE IN NASA MISSION ACTIVITIES AT VARIOUS LOCATIONS. THE NPP IS A VITAL MEANS BY WHICH NASA IDENTIFIES AND ENGAGES TALENTED EARLY-CAREER SCIENTISTS. IT ALSO PROVIDES AN IMPORTANT PIPELINE FOR DEVELOPING THE NASA WORKFORCE NEEDED FOR FUTURE CHALLENGES. DR. JEFFREY A. ISAACSON, USRA PRESIDENT AND CEO, COMMENTED, "ACHIEVING NASA'S GOALS FOR THE NPP REQUIRES AN ORGANIZATION WITH LONGSTANDING NASA RELATIONSHIPS, INSIGHT INTO RESEARCH PROJECTS AS THEY RELATE TO NASA'S MISSIONS AND LONG-TERM OBJECTIVES, AND STRONG CONNECTIONS TO THE UNIVERSITY RESEARCH COMMUNITY. USRA IS IDEALLY SUITED FOR THIS IMPORTANT CHARGE."RESEARCH INSTITUTE FOR ADVANCED COMPUTER SCIENCE (RIACS): THE RIACS IS FOCUSED ON DEVELOPING THE NEXT GENERATION ENABLING TECHNOLOGIES THAT WILL FACILITATE BOTH HUMAN AND ROBOTIC SPACE EXPLORATION. SINCE ITS INCEPTION IN 1983, THE INSTITUTE HAS CONDUCTED BASIC AND APPLIED COMPUTER SCIENCE RESEARCH ACROSS A VARIETY OF AEROSPACE-RELATED DISCIPLINES, INCLUDING SUPERCOMPUTING, COMPUTATIONAL FLUID DYNAMICS, COMPUTATIONAL CHEMISTRY, HIGH-PERFORMANCE NETWORKING, AND ARTIFICIAL INTELLIGENCE.LUNAR & PLANETARY INSTITUTE (LPI): SUPPORTS NASA'S RESEARCH IN LUNAR, PLANETARY, AND RELATED SCIENTIFIC FIELDS. THE INSTITUTE IS A CENTER FOR LUNAR AND PLANETARY SCIENCE, CONDUCTING RESEARCH STUDIES ON THE FORMATION, EVOLUTION, AND CURRENT STATE OF THE MOON, PLANETS, COMETS, ASTEROIDS, PLANETARY SATELLITES, COSMIC DUST, AND OUR SOLAR SYSTEM AS A WHOLE THROUGH ANALYSIS OF DATA AND SAMPLES OBTAINED THROUGH NASA'S LONG HISTORY OF MISSIONS AND EXPLORATION, SERVICE TO NASA AND THE PLANETARY SCIENCE COMMUNITY. THE INSTITUTE COORDINATES SCIENTIFIC MEETINGS ON LUNAR AND PLANETARY TOPICS, AND DISSEMINATES SCIENTIFIC INFORMATION THROUGH TECHNICAL JOURNALS AND CONFERENCES, INCLUDING AN ABSTRACT DATABASE OF MORE THAN 25,000 PRESENTATIONS MADE BY SCIENTISTS AT LPI-SPONSORED MEETINGS. THE INSTITUTE ALSO CURATES AN EXTENSIVE COLLECTION OF LUNAR AND PLANETARY DATA THAT IS ACCESSIBLE ONLINE.NATIONAL SPACE SCIENCE AND TECHNOLOGY CENTER (NSSTC): THE DIVISION OF EARTH SCIENCES SUPPORTS NASA'S RESEARCH TO SEEK A BETTER UNDERSTANDING OF THE GLOBAL HYDROLOGIC CYCLE AND ITS INTERACTION WITH CLIMATE VARIABILITY. USRA IS ASSISTING WITH THE INTEGRATION OF RESEARCH PROGRAMS WITH THE EDUCATIONAL NEEDS OF CLIMATE AND GLOBAL CHANGE SCIENCE CURRICULA AT THE COLLEGE AND PRE-COLLEGE LEVELS TO COMMUNICATE THE IMPORTANCE AND CHALLENGES RELATING TO THE INTERACTIONS OF THE HYDROLOGIC CYCLE WITH CLIMATE AND CLIMATE VARIABILITY.EXPLORATION SYSTEMS TECHNOLOGY RESEARCH SUPPORTS RESEARCH FOR NASA GLENN RESEARCH CENTER'S EXPLORATION SYSTEMS (NCSER): TECHNOLOGY DEVELOPMENT PROGRAMS AND PROVIDES SUPPORT FOR ISS MICROGRAVITY RESEARCH. THIS PROGRAM INVOLVES THE DEVELOPMENT OF ENABLING TECHNOLOGIES FOR SPACE EXPLORATION WITH EMPHASIS ON REDUCED GRAVITY APPLICATIONS OF FLUIDS SYSTEMS AND FIRE SAFETY AND PERFORMS CRITICAL PATH RESEARCH IN FLUIDS AND COMBUSTION IN SUPPORT OF NASA'S SPACE EXPLORATION PROGRAM AND RELATED NATIONAL INITIATIVES.EARTH FROM SPACE INSTITUTE (EFSI), FOCUSED ON SUPPORTING THE DEVELOPMENT OF LONG-TERM STRATEGIES FOR ENVIRONMENTAL SUSTAINABILITY AND CLIMATE ACTION HAS BEEN ESTABLISHED.CENTER FOR SPACE NUCLEAR RESEARCH (CSNR): THE CSNR IS OPERATED BY USRA IN COLLABORATION WITH THE IDAHO NATIONAL LABORATORY (INL). THE CSNR IS A FOCUS FOR ENGAGING UNIVERSITY SCIENTISTS IN RESEARCH AND DEVELOPMENT OF ADVANCED SPACE NUCLEAR SYSTEMS, INCLUDING SPACE POWER AND PROPULSION SYSTEMS AND RADIOISOTOPE POWER GENERATORS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $26,816,103 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $9,730,170 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $616,923 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $94,484,608 | 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 | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | 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 | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | 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 | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 1991 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 562 | 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 | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | 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 | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | 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 | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TODD BIDWELL | PersonNm |
| Phone | 4107302656 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 425 3RD STREET SW 950 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20024 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (35 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| ALFRED KRABBE | |||||||||
| TRUSTEE | 3.00 | Yes (X) | $22,150 | $0 | $0 | ||||
| BERRIEN MOORE | |||||||||
| BOARD VICE CHAIR | 3.00 | Yes (X) | $44,150 | $0 | $0 | Yes (X) | |||
| BOB MCCOY | |||||||||
| TRUSTEE | 3.00 | Yes (X) | $22,650 | $0 | $0 | ||||
| BRIAN GILCHRIST | |||||||||
| TRUSTEE | 3.00 | Yes (X) | $27,900 | $0 | $0 | ||||
| DAN BAKER | |||||||||
| TRUSTEE | 3.00 | Yes (X) | $26,100 | $0 | $0 | ||||
| DAN HASTINGS | |||||||||
| TRUSTEE | 3.00 | Yes (X) | $12,200 | $0 | $0 | ||||
| DANIEL HASTINGS | |||||||||
| TRUSTEE | 3.00 | Yes (X) | $5,600 | $0 | $0 | ||||
| ELIZABETH LADA | |||||||||
| TRUSTEE | 3.00 | Yes (X) | $15,550 | $0 | $0 | ||||
| JOHN MONTGOMERY | |||||||||
| BOARD CHAIR | 3.00 | Yes (X) | $46,500 | $0 | $0 | Yes (X) | |||
| KATHLEEN HOWELL | |||||||||
| TRUSTEE | 3.00 | Yes (X) | $23,900 | $0 | $0 | ||||
| KIM WILLIAMS | |||||||||
| CHAIR, AUDIT & FINANCE COMMITTEE | 3.00 | Yes (X) | $28,450 | $0 | $0 | ||||
| LESTER LYLES | |||||||||
| CHAIR, HOMELAND & NATIONAL SECURITY COMMITTEE | 3.00 | Yes (X) | $19,900 | $0 | $0 | ||||
| LOU LANZEROTTI | |||||||||
| TRUSTEE | 3.00 | Yes (X) | $28,650 | $0 | $0 | ||||
| ROBERT MCCOY | |||||||||
| CHAIR, COMPENSATION COMMITTEE | 3.00 | Yes (X) | $4,350 | $0 | $0 | ||||
| TOM SOIFER | |||||||||
| TRUSTEE | 3.00 | Yes (X) | $17,400 | $0 | $0 | ||||
| TRUELL HYDE | |||||||||
| CHAIR, GOVERNANCE, NOMINATIONS & MEMBERSHIP COMMIT | 3.00 | Yes (X) | $24,150 | $0 | $0 | ||||
| WAYNE SCALES | |||||||||
| TRUSTEE | 3.00 | Yes (X) | $17,800 | $0 | $0 | ||||
| JEFFREY ISAACSON | |||||||||
| PRESIDENT AND CEO | 40.00 | Yes (X) | $775,782 | $0 | $146,564 | Yes (X) | |||
| MARY JEAN GREENWELL | |||||||||
| VP,FINANCE AND ADMIN,CFO | 40.00 | $335,133 | $0 | $38,438 | Yes (X) | ||||
| DAVID BELL | |||||||||
| DIRECTOR, NAMS & RIACS | 40.00 | $326,001 | $0 | $28,816 | Yes (X) | ||||
| BERNARD SEERY | |||||||||
| SVP,TECHNOLOGY R&D | 40.00 | $379,899 | $0 | $30,014 | Yes (X) | ||||
| GHASSEM ASRAR | |||||||||
| SVP, SCIENCE | 40.00 | $322,577 | $0 | $28,665 | Yes (X) | ||||
| JOAN SCHMELZ | |||||||||
| DIRECTOR, STI | 40.00 | $269,109 | $0 | $27,387 | Yes (X) | ||||
| MARGARET MEIXNER | |||||||||
| DIRECTOR, SOFIA | 40.00 | $311,245 | $0 | $35,279 | Yes (X) | ||||
| ORESTE REALE | |||||||||
| DIRECTOR, GESTAR | 40.00 | $260,146 | $0 | $33,199 | Yes (X) | ||||
| AMANDA SMITH HACKLER | |||||||||
| DIRECTOR, EDUCATION | 40.00 | $207,874 | $0 | $25,334 | Yes (X) | ||||
| CAROL L KORY | |||||||||
| DIRECTOR GEARS/CLD | 40.00 | $269,784 | $0 | $19,469 | Yes (X) | ||||
| LISA R GADDIS | |||||||||
| DIRECTOR LPI | 40.00 | $271,646 | $0 | $24,680 | Yes (X) | ||||
| ERIC WEAVER | |||||||||
| VP, HUMAN RESOURCES | 40.00 | $283,281 | $0 | $25,275 | Yes (X) | ||||
| WILLIAM REACH | |||||||||
| ASSOC DIRECTOR,SCIENCE OPS | 40.00 | $255,346 | $0 | $40,602 | Yes (X) | ||||
| KENNY CHEUNG | |||||||||
| SR MGR & PRINCIPAL ENGINEER | 40.00 | $239,942 | $0 | $25,025 | Yes (X) | ||||
| DENNIS FEERICK | |||||||||
| VP BUSINESS DEVELOPMENT | 40.00 | $273,264 | $0 | $27,058 | Yes (X) | ||||
| SURAIYA FARUKHI | |||||||||
| DIRECTOR COMMUNICATIONS | 40.00 | $239,363 | $0 | $20,664 | Yes (X) | ||||
| PATRICIA DOHERTY | |||||||||
| FORMER TRUSTEE | 3.00 | $10,700 | $0 | $0 | Yes (X) | ||||
| RENU MALHOTRA | |||||||||
| FORMER TRUSTEE | 3.00 | $43,100 | $0 | $0 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $5,461,592 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $576,469 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 229 | 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 | Address Line1ContractorAddress/ForeignAddress/AddressLine1Txt | CityContractorAddress/ForeignAddress/CityNm | CountryContractorAddress/ForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|
| CROWN CONSULTING INC | ||||||||
| 1400 KEY BLVD | ARLINGTON | VA | 22209 | SCIENTIFIC SUPPORT SERVICES | $3,186,726 | |||
| NATIONAL OCEANOGRAPHY CENTER | ||||||||
| SCIENTIFIC SUPPORT SERVICES | $2,782,081 | EUROPEAN WAY | SOUTHHAMPTON | UK | ||||
| MOSAIC ATM INC | ||||||||
| 540 FORT EVANS RD | LEESBURG | VA | 20176 | SCIENTIFIC SUPPORT SERVICES | $1,918,339 | |||
| RIGETTI & CO INC | ||||||||
| 2919 7TH STREET | BERKELEY | MD | 94710 | SCIENTIFIC SUPPORT SERVICES | $1,900,332 | |||
| SQUIRE PATTON BOGGS LLP | ||||||||
| 2550 M STREET NW | WASHINGTON | DC | 20037 | LEGAL SERVICES | $1,575,990 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 29 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $2,400 | MembershipDuesAmt |
| Government Grants | $110,506,328 | GovernmentGrantsAmt |
| All Other Contributions | $35,000 | AllOtherContributionsAmt |
| Total Contributions | $110,543,728 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| COMMERCIAL CONTRACT REVENUE | 541700 | $354,620 | $354,620 |
| OTHER CONTRACT REVENUE | 541700 | $262,303 | $262,303 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $616,923 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $89,106 | TotalRevenueColumnAmt |
| Exclusion | $89,106 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $31,894 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $31,894 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $31,894 | TotalRevenueColumnAmt |
| Exclusion | $31,894 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $9,393 | TotalRevenueColumnAmt |
| Exclusion | $9,393 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $9,393 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $111,291,044 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $616,923 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $130,393 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,572,556 | TotalAmt |
| Program Services | $24,572,556 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,912,064 | TotalAmt |
| Program Services | $3,323,707 | ProgramServicesAmt |
| Management And General | $588,357 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,298,560 | TotalAmt |
| Program Services | $35,087,445 | ProgramServicesAmt |
| Management And General | $6,211,115 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,917,618 | TotalAmt |
| Program Services | $3,603,544 | ProgramServicesAmt |
| Management And General | $314,074 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,440,944 | TotalAmt |
| Program Services | $3,058,788 | ProgramServicesAmt |
| Management And General | $382,156 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,226,676 | TotalAmt |
| Program Services | $2,967,994 | ProgramServicesAmt |
| Management And General | $258,682 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,436,468 | TotalAmt |
| Management And General | $2,436,468 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,301 | TotalAmt |
| Management And General | $36,301 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,915 | TotalAmt |
| Management And General | $20,915 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,889,581 | TotalAmt |
| Program Services | $17,485,606 | ProgramServicesAmt |
| Management And General | $1,403,975 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $356,439 | TotalAmt |
| Program Services | $105,776 | ProgramServicesAmt |
| Management And General | $250,663 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,279,112 | TotalAmt |
| Program Services | $192,682 | ProgramServicesAmt |
| Management And General | $1,086,430 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $710,590 | TotalAmt |
| Management And General | $710,590 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,019,989 | TotalAmt |
| Program Services | $1,864,348 | ProgramServicesAmt |
| Management And General | $155,641 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,564,770 | TotalAmt |
| Program Services | $1,039,150 | ProgramServicesAmt |
| Management And General | $525,620 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $351,534 | TotalAmt |
| Management And General | $351,534 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $811,314 | TotalAmt |
| Management And General | $811,314 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $421,456 | TotalAmt |
| Program Services | $105,100 | ProgramServicesAmt |
| Management And General | $316,356 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| RESEARCH EXPENSE | $714,042 | $713,902 | $140 |
| MISCELLANEOUS EXPENSES | $247,527 | $247,527 | |
| SUPPLIES | $134,364 | $134,364 | |
| RESEARCH SUPPLIES | $105,222 | $105,222 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $188,414 | TotalAmt |
| Program Services | $124,424 | ProgramServicesAmt |
| Management And General | $63,990 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $110,656,456 | TotalAmt |
| Program Services | $94,484,608 | ProgramServicesAmt |
| Management And General | $16,171,848 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,561,920 | BOYAmt |
| EOY | $7,379,984 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,235,112 | BOYAmt |
| EOY | $29,276,682 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $742,402 | BOYAmt |
| EOY | $600,930 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $31,087,545 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $13,420,292 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,429,431 | BOYAmt |
| EOY | $17,667,253 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,061,981 | BOYAmt |
| EOY | $6,522,726 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $162,327 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $66,030,846 | BOYAmt |
| EOY | $61,609,902 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,842,623 | BOYAmt |
| EOY | $12,912,901 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $68,099 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,136,610 | BOYAmt |
| EOY | $8,733,258 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $272,896 | BOYAmt |
| EOY | $239,373 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,470,786 | BOYAmt |
| EOY | $1,762,978 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,722,915 | BOYAmt |
| EOY | $23,716,609 | 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 | $36,671,779 | BOYAmt |
| EOY | $37,320,305 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $636,152 | BOYAmt |
| EOY | $572,988 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,307,931 | BOYAmt |
| EOY | $37,893,293 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $66,030,846 | BOYAmt |
| EOY | $61,609,902 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $634,588 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$738,332 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $689,106 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| 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) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $157,502,294 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $157,400,219 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $150,544,086 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $147,066,460 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $110,543,728 | CurrentTaxYearAmt |
| Total | $723,056,787 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $157,502,294 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $157,400,219 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $150,544,086 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $147,066,460 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $110,543,728 | CurrentTaxYearAmt |
| Total | $723,056,787 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $723,056,787 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $39,938 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $171,140 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $125,618 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $102,522 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $89,106 | CurrentTaxYearAmt |
| Total | $528,324 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,419 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $32,988 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $27,110 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,671 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,393 | CurrentTaxYearAmt |
| Total | $80,581 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $723,665,692 | TotalSupportAmt |
| Public Support CY170 | 0.99920 | PublicSupportCY170Pct |
| Public Support PY170 | 0.99900 | 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
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $53,382 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $53,382 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $110,603,074 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $110,656,456 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
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 | $125,100 | CurrentYearMinus3Amt |
| Current Year Minus2 | $23,593 | CurrentYearMinus2Amt |
| Current Year Minus1 | $7,990 | CurrentYearMinus1Amt |
| Current Year | $53,382 | CurrentYearAmt |
| Total | $210,065 | 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 |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $300,000 | BeginningYearBalanceAmt |
| End Year Balance | $300,000 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $300,000 | BeginningYearBalanceAmt |
| End Year Balance | $300,000 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $300,000 | BeginningYearBalanceAmt |
| End Year Balance | $300,000 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributions | $300,000 | ContributionsAmt |
| End Year Balance | $300,000 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.00000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 1.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,142,611 | OtherCostOrOtherBasisAmt |
| Book Value | $5,142,611 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $19,181,396 | OtherCostOrOtherBasisAmt |
| Depreciation | $9,803,030 | DepreciationAmt |
| Book Value | $9,378,366 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $623,207 | OtherCostOrOtherBasisAmt |
| Depreciation | $125,845 | DepreciationAmt |
| Book Value | $497,362 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,140,331 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,491,417 | DepreciationAmt |
| Book Value | $2,648,914 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $17,667,253 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| BILLINGS IN EXCESS OF COST | $994,570 |
| DEFERRED COMP PLAN LIABILITY | $820,914 |
| BOND ISSUE COSTS | -$52,506 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,762,978 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $111,220,903 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$738,332 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $689,106 | OtherRevenueAmt |
| Revenue Not Reported | -$49,226 | RevenueNotReportedAmt |
| Revenue Subtotal | $111,270,129 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $20,915 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $20,915 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $111,291,044 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $110,635,541 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $110,635,541 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $20,915 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $20,915 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $110,656,456 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE ORGANIZATION'S ENDOWMENT SHALL BE USED FOR THE BENEFIT OF THE STUDENTS AND EARLY CAREER LUNAR SCIENTISTS. FUNDS DISTRIBUTED FROM THE ENDOWMENT SHALL BE USED TO SUPPORT TRAVEL FOR STUDENTS AND EARLY CAREER SCIENTISTS TO PARTICIPATE IN LUNAR SCIENCE CONFERENCES AND WORKSHOPS, NOTABLY THOSE UNDER THE AUSPICES OF THE LUNAR EXPLORATION ANALYSIS GROUP. |
| PART X, LINE 2: | THE ORGANIZATION HAS BEEN RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS TAX-EXEMPT UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. NO PROVISION FOR INCOME TAXES IS REQUIRED FOR THE YEARS ENDED SEPTEMBER 30, 2022 AND 2021 SINCE THE ORGANIZATION HAD NO TAXABLE INCOME FROM UNRELATED BUSINESS ACTIVITIES. THE ORGANIZATION HAS DETERMINED THAT THERE ARE NO MATERIAL UNRECOGNIZED TAX BENEFITS OR OBLIGATIONS AS OF SEPTEMBER 30, 2022 AND 2021. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | UNREALIZED GAIN/(LOSS) ON INTEREST RATE SWAP 689,106. |
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 - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, | 0 | 53 | PROGRAM SERVICES | SCIENTIFIC RESEARCH | $558,030 |
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | 0 | 27 | PROGRAM SERVICES | SCIENTIFIC RESEARCH | $96,172 |
| NORTH AMERICA | 0 | 4 | PROGRAM SERVICES | SCIENTIFIC RESEARCH | $15,562 |
| SOUTH AMERICA | 0 | 24 | PROGRAM SERVICES | SCIENTIFIC RESEARCH | $133,222 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 108 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 108 | TotalEmployeeCnt |
| Subtotal Spent | $802,986 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $802,986 | 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 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART III ACCOUNTING METHOD: | FormAndLineReferenceDesc |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | STIPENDS AND SCHOLARSHIPS FOR PROGRAM ACTIVITIES | GrantTypeTxt |
| Recipient | 2431 | RecipientCnt |
| Cash Grant | $24,572,556 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | THE ASSOCIATION DISTRIBUTES SCHOLARSHIPS AND AWARDS TO STUDENTS WHO MEET THE CRITERIA SET OUT IN THE PROGRAM. THERE IS NO ADDITIONAL MONITORING REQUIRED. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | Yes (1) | 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 | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (18 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JEFFREY ISAACSON | ||||||||||||||
| PRESIDENT AND CEO | $409,337 | $0 | $328,448 | $0 | $37,997 | $0 | $127,905 | $0 | $18,659 | $0 | $922,346 | $0 | $0 | $0 |
| BERNARD SEERY | ||||||||||||||
| SVP,TECHNOLOGY R&D | $260,639 | $0 | $88,023 | $0 | $31,237 | $0 | $28,682 | $0 | $1,332 | $0 | $409,913 | $0 | $0 | $0 |
| MARY JEAN GREENWELL | ||||||||||||||
| VP,FINANCE AND ADMIN,CFO | $222,792 | $0 | $84,019 | $0 | $28,322 | $0 | $25,145 | $0 | $13,293 | $0 | $373,571 | $0 | $0 | $0 |
| DAVID BELL | ||||||||||||||
| DIRECTOR, NAMS & RIACS | $258,322 | $0 | $39,216 | $0 | $28,463 | $0 | $27,484 | $0 | $1,332 | $0 | $354,817 | $0 | $0 | $0 |
| GHASSEM ASRAR | ||||||||||||||
| SVP, SCIENCE | $245,638 | $0 | $40,845 | $0 | $36,094 | $0 | $26,776 | $0 | $1,889 | $0 | $351,242 | $0 | $0 | $0 |
| MARGARET MEIXNER | ||||||||||||||
| DIRECTOR, SOFIA | $250,182 | $0 | $28,234 | $0 | $32,829 | $0 | $27,412 | $0 | $7,867 | $0 | $346,524 | $0 | $0 | $0 |
| ERIC WEAVER | ||||||||||||||
| VP, HUMAN RESOURCES | $222,435 | $0 | $44,438 | $0 | $16,408 | $0 | $23,700 | $0 | $1,575 | $0 | $308,556 | $0 | $0 | $0 |
| DENNIS FEERICK | ||||||||||||||
| VP BUSINESS DEVELOPMENT | $238,566 | $0 | $12,909 | $0 | $21,789 | $0 | $25,819 | $0 | $1,239 | $0 | $300,322 | $0 | $0 | $0 |
| JOAN SCHMELZ | ||||||||||||||
| DIRECTOR, STI | $217,716 | $0 | $48,257 | $0 | $3,136 | $0 | $13,367 | $0 | $14,020 | $0 | $296,496 | $0 | $0 | $0 |
| LISA R GADDIS | ||||||||||||||
| DIRECTOR LPI | $210,913 | $0 | $23,500 | $0 | $37,233 | $0 | $23,500 | $0 | $1,180 | $0 | $296,326 | $0 | $0 | $0 |
| WILLIAM REACH | ||||||||||||||
| ASSOC DIRECTOR,SCIENCE OPS | $214,695 | $0 | $12,329 | $0 | $28,322 | $0 | $22,203 | $0 | $18,399 | $0 | $295,948 | $0 | $0 | $0 |
| ORESTE REALE | ||||||||||||||
| DIRECTOR, GESTAR | $176,993 | $0 | $30,914 | $0 | $52,239 | $0 | $20,334 | $0 | $12,865 | $0 | $293,345 | $0 | $0 | $0 |
| CAROL L KORY | ||||||||||||||
| DIRECTOR GEARS/CLD | $160,000 | $0 | $27,900 | $0 | $81,884 | $0 | $18,444 | $0 | $1,025 | $0 | $289,253 | $0 | $0 | $0 |
| KENNY CHEUNG | ||||||||||||||
| SR MGR & PRINCIPAL ENGINEER | $206,144 | $0 | $8,700 | $0 | $25,098 | $0 | $23,084 | $0 | $1,941 | $0 | $264,967 | $0 | $0 | $0 |
| SURAIYA FARUKHI | ||||||||||||||
| DIRECTOR COMMUNICATIONS | $165,765 | $0 | $43,871 | $0 | $29,727 | $0 | $19,023 | $0 | $1,641 | $0 | $260,027 | $0 | $0 | $0 |
| AMANDA SMITH HACKLER | ||||||||||||||
| DIRECTOR, EDUCATION | $164,807 | $0 | $23,180 | $0 | $19,887 | $0 | $17,788 | $0 | $7,546 | $0 | $233,208 | $0 | $0 | $0 |
| RENU MALHOTRA | ||||||||||||||
| FORMER TRUSTEE | $43,100 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $43,100 | $0 | $0 | $0 |
| PATRICIA DOHERTY | ||||||||||||||
| FORMER TRUSTEE | $10,700 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $10,700 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | USRA OFFERS UP TO $250/YEAR REIMBURSEMENT FOR HEALTH BENEFITS EXPENSES (SHOES, GYM MEMBERSHIP, ETC). THESE REIMBURSEMENTS ARE INCLUDED IN TAXABLE COMPENSATION ON THE INDIVIDUAL W-2. USRA ALLOWS FIRST CLASS TRAVEL FOR THE CEO. |
| PART I, LINE 3 | ANNUALLY, THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES REVIEWS MARKET SALARY RATES, EMPLOYEE PERFORMANCE AND RECOMMENDS APPROVAL OF ANY MERIT INCREASE, NON-BASE INCENTIVE PAYMENT, OR CHANGE IN BENEFITS FOR THE CHIEF EXECUTIVE OFFICER TO THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES. THE CHARTER OF THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES ALSO PROVIDES FOR ANNUAL REVIEW AND VOTE TO APPROVE ALL MERIT INCREASES, WITH SPECIFIC REVIEW OF ANY OFFICER COMPENSATION CHANGES. THE EXECUTIVE COMMITTEE VOTES ON ANY RECOMMENDED INCREASE. THE COMPENSATION COMMITTEE ALSO VOTES ON RECOMMENDED MERIT COMPENSATION CHANGES FOR ALL EMPLOYEES. FOR EMPLOYEES REPORTING DIRECTLY TO THE CEO, THE COMPENSATION COMMITTEE PLAYS AN "ADVISE AND CONSENT" ROLE FOR OTHER CHANGES IN REMUNERATION WHICH REQUIRE THE APPROVAL OF THE PRESIDENT. ANY COMPENSATION CHANGES INVOLVE MARKET LEVEL ANALYSIS AND ARE MEASURED THROUGH PUBLISHED COMPENSATION SURVEYS AND INDIVIDUAL DATA FROM PEER ORGANIZATIONS, NONPROFITS, BUT ALSO INCLUDING FOR-PROFIT ORGANIZATIONS WHOSE MISSION REQUIRES EMPLOYEES WITH SIMILAR SKILLS AND EXPERIENCE TO OUR ORGANIZATION. BASE SALARIES ARE REVIEWED ANNUALLY, WITH ANY INCREASE DEPENDING ON BOTH THE MOVEMENT IN MARKET SALARY RATES, EMPLOYEE PERFORMANCE AND AVAILABLE BUDGET.THE CHARTER OF THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES PROVIDES FOR ANNUAL REVIEW AND VOTE TO APPROVE ALL MERIT INCREASES, WITH SPECIFIC REVIEW OF ANY OFFICER COMPENSATION CHANGES. |
| PART I, LINE 4B | THE ASSOCIATION PROVIDES A NONQUALIFIED DEFERRED COMPENSATION PLAN (457F) FOR THE CEO, JEFF ISAACSON. IN 2021, $100,000 WAS ACCRUED. |
| PART I, LINE 5 | THE PRESIDENT & CEO'S INCENTIVE COMPENSATION IS BASED ON A NUMBER OF PERFORMANCE GOALS AND MEASURES, INDICATIVE OF FULFILLING ORGANIZATION'S NON-PROFIT PURPOSE. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARYLAND ECONOMIC DEVELOPMENT CORPORATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 521376562 | BondIssuerEIN |
| Bond Issued | 2013-06-01 | BondIssuedDt |
| Issue Price | $11,825,858 | IssuePriceAmt |
| Purpose | ACQUISTION AND RENOVATION OF COLUMBIA GATEWAY DRIVE LAND AND BUILDING | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $3,092,600 | RetiredAmt |
| Total Proceeds | $11,825,858 | TotalProceedsAmt |
| Issuance Costs From Proceeds | $225,000 | IssuanceCostsFromProceedsAmt |
| Capital Expenditures | $11,640,390 | CapitalExpendituresAmt |
| Substantial Completion | 2014 | SubstantialCompletionYr |
| Refunding Tax Exempt Bonds | 0 | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | 0 | RefundingTaxableBondsInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | 0 | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | 0 | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | Yes (1) | NoRebateDueInd |
| Variable Rate Issue | Yes (1) | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (1) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | DATE REBATE COMPUTATION PERFORMED | FormAndLineReferenceDesc |
| Explanation | ISSUER NAME: MARYLAND ECONOMIC DEVELOPMENT CORPORATION DATE THE REBATE COMPUTATION WAS PERFORMED: 12/19/2018 | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | USRA HAS MEMBERS THAT ARE COMPRISED OF THE MEMBER UNIVERSITIES. |
| FORM 990, PART VI, SECTION A, LINE 7A | A COUNCIL, WHICH IS COMPRISED OF A REPRESENTATIVE FROM EACH MEMBER INSTITUTION, OVERSEES THE BOARD OF TRUSTEES AND IS RESPONSIBLE FOR VOTING FOR MEMBERS OF THE BOARD OF TRUSTEES. |
| FORM 990, PART VI, SECTION A, LINE 7B | THE BOARD OF TRUSTEES, WHICH IS COMPRISED OF REPRESENTATIVES ELECTED FROM MEMBER INSTITUTIONS AND AT LARGE MEMBERS INCLUDING A QUALIFIED FINANCIAL EXPERT, ARE DELEGATED ALL AUTHORITIES FROM THE MEMBERS EXCEPT MODIFYING BY-LAWS AND ELECTING NEW TRUSTEES. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE DRAFT FORM 990 IS REVIEWED IN DETAIL BY THE AUDIT COMMITTEE AND CHIEF FINANCIAL OFFICER. IT IS ALSO PROVIDED TO THE GOVERNING BODY BEFORE SUBMISSION. THE DOCUMENT IS POSTED ON A PASSWORD-PROTECTED INTERNAL WEB PAGE FOR BOARD REVIEW PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | AT THE BEGINNING OF EACH BOARD OF TRUSTEES MEETING, THE BOARD REVIEWS USRA'S CONFLICT OF INTEREST POLICY AND EACH TRUSTEE PRESENT SUBMITS A CONFLICT OF INTEREST DISCLOSURE FORM. THE CONFLICT OF INTEREST POLICY IS APPLICABLE TO EMPLOYEES. USRA PROVIDES IN ITS EMPLOYEE HANDBOOK THAT ALL EMPLOYEES WILL IDENTIFY ANY OUTSIDE EMPLOYMENT, FINANCIAL INTEREST, OR RELATIONSHIPS THAT MIGHT CONFLICT WITH THE BEST INTEREST OF USRA AND THAT THEY WILL NOT USE PROPRIETARY INFORMATION FOR PERSONAL GAIN OR TO THE DETRIMENT OF THE ORGANIZATION. IN THE EVENT A POTENTIAL CONFLICT IS IDENTIFIED, USRA REQUIRES THE INDIVIDUAL TO RECUSE THEMSELVES FROM PARTICIPATING IN ANY AFFECTED TRANSACTION OR GOVERNING BODY DELIBERATIONS AND DECISIONS, AND TO TAKE SUCH OTHER SITUATIONALLY APPROPRIATE COURSE NEEDED TO MITIGATE OR AVOID THE CONFLICT. |
| FORM 990, PART VI, SECTION B, LINE 15 | ANNUALLY, THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES REVIEWS MARKET SALARY RATES, EMPLOYEE PERFORMANCE AND RECOMMENDS APPROVAL OF ANY MERIT INCREASE, NON-BASE INCENTIVE PAYMENT, OR CHANGE IN BENEFITS FOR THE CHIEF EXECUTIVE OFFICER TO THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES. THE CHARTER OF THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES ALSO PROVIDES FOR ANNUAL REVIEW AND VOTE TO APPROVE ALL MERIT INCREASES, WITH SPECIFIC REVIEW OF ANY OFFICER COMPENSATION CHANGES. THE EXECUTIVE COMMITTEE VOTES ON ANY RECOMMENDED INCREASE. THE COMPENSATION COMMITTEE ALSO VOTES ON RECOMMENDED MERIT COMPENSATION CHANGES FOR ALL EMPLOYEES. FOR EMPLOYEES REPORTING DIRECTLY TO THE CEO, THE COMPENSATION COMMITTEE PLAYS AN "ADVISE AND CONSENT" ROLE FOR OTHER CHANGES IN REMUNERATION WHICH REQUIRE THE APPROVAL OF THE PRESIDENT. ANY COMPENSATION CHANGES INVOLVE MARKET LEVEL ANALYSIS AND ARE MEASURED THROUGH PUBLISHED COMPENSATION SURVEYS AND INDIVIDUAL DATA FROM PEER ORGANIZATIONS, NONPROFITS, BUT ALSO INCLUDING FOR-PROFIT ORGANIZATIONS WHOSE MISSION REQUIRES EMPLOYEES WITH SIMILAR SKILLS AND EXPERIENCE TO OUR ORGANIZATION. BASE SALARIES ARE REVIEWED ANNUALLY, WITH ANY INCREASE DEPENDING ON BOTH THE MOVEMENT IN MARKET SALARY RATES, EMPLOYEE PERFORMANCE AND AVAILABLE BUDGET.THE CHARTER OF THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES PROVIDES FOR ANNUAL REVIEW AND VOTE TO APPROVE ALL MERIT INCREASES, WITH SPECIFIC REVIEW OF ANY OFFICER COMPENSATION CHANGES. |
| FORM 990, PART VI, SECTION C, LINE 18 | HTTPS://FACWEB.CENSUS.GOV/ |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ASSOCIATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 888,060. MANAGEMENT AND GENERAL EXPENSES 1,277,272. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,165,332. SUB-CONTRACT EXPENSES: PROGRAM SERVICE EXPENSES 16,597,546. MANAGEMENT AND GENERAL EXPENSES 126,703. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 16,724,249. |
| FORM 990, PART XI, LINE 9: | UNREALIZED GAIN/(LOSS) ON INTEREST RATE SWAP 689,106. |
| PART XII, LINE 2C | THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
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