NORWICH UNIVERSITY APPLIED RESEARCH INSTITUTES LTD: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- NORWICH UNIVERSITY APPLIED RESEARCH INSTITUTES LTD (EIN 06-1669185)
- Tax period
- 2020-06-01 to 2021-05-31
- Filed
- 2022-04-12
- IRS object ID
- 202201029349300215
- Schema version
- 2020v4.1
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-04-12T07:36:30-07:00 | ReturnTs |
| Tax Period End | 2021-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Tapia & Huckabay PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 38 | AddressLine1Txt |
| City | Vergennes | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 05491 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 061669185 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Norwich University Applied Research Institutes Ltd | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NORW | BusinessNameControlTxt |
| Phone | 8024852819 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 30 | AddressLine1Txt |
| City | Northfield | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 056630030 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Philip T Susmann | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 8024852819 | PhoneNum |
| Signature | 2022-04-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Philip | PersonFirstNm |
| Person Last | Susmann | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | William S Huckabay CPA | PreparerPersonNm |
| PTIN | P00154308 | PTIN |
| Phone | 8028707086 | PhoneNum |
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 |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NUARI | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Philip Susmann | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 30 | AddressLine1Txt |
| City | Northfield | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 05663 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $7,579,853 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.NUARI.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2002 | FormationYr |
| Legal Domicile State | VT | LegalDomicileStateCd |
| Activity Or Mission | To serve the national public interest through the study of critical issues, to provide rapid research and development of needed technology, to enhance national response capability through educational and training programs serving as a national education center for counter-terrorism and cybercrime. | ActivityOrMissionDesc |
| Voting Members Governing Body | 12 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 10 | VotingMembersIndependentCnt |
| Total Employee | 45 | TotalEmployeeCnt |
| Total Volunteers | 11 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,420,225 | PYContributionsGrantsAmt |
| CY Contributions Grants | $5,529,295 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,228,028 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $2,048,719 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,232 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,831 | CYInvestmentIncomeAmt |
| PY Other Revenue | $338 | PYOtherRevenueAmt |
| CY Other Revenue | $8 | CYOtherRevenueAmt |
| PY Total Revenue | $3,650,823 | PYTotalRevenueAmt |
| CY Total Revenue | $7,579,853 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,744,856 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,304,564 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,393,867 | PYOtherExpensesAmt |
| CY Other Expenses | $3,202,679 | CYOtherExpensesAmt |
| PY Total Expenses | $3,138,723 | PYTotalExpensesAmt |
| CY Total Expenses | $6,507,243 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $512,100 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,072,610 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,232,410 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,051,687 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $407,639 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,154,306 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $824,771 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,897,381 | NetAssetsOrFundBalancesEOYAmt |
| Mission | To serve the national public interest through the study of critical national issues; to provide rapid research, development and deployment of needed technology solutions; to address related critical policy, information management and technology issues to enhance national response capability; to develop related educational and training programs; and to serve as a national education center for counter-terrorism and cybercrime. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $2,131,737 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $1,523,435 | RevenueAmt |
| Desc | TRAINING, EXERCISE AND SIMULATION ACTIVITIES Cyber Exercise Support Exercises - a) scenarios and exercises using the DECIDE FS Tool to demonstrate effectiveness and need for cyber incident response plans in the financial sector, b) Cyber Intrusion Planning and Detection for the State of Vermont, and c) Cyber Education Training. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $519,855 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | COURSEWARE DEVELOPMENT AND DESIGN ACTIVITIES Development of web-based incident response training for states and communities which will enhance their response capabilities and preparedness in the event of a cyber attack, national emergency or other disaster. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,726,791 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $525,284 | RevenueAmt |
| Desc | OTHER PROGRAM SERVICES Provided SME support and program management for visual augmentation systems and other related defense technology programs; developed educational innovation through SME support and program management, and provided other specialized technical services. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $5,378,383 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | 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 | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | 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 | false | 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 | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 16 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 45 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| 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 | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 12 | 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 | Yes (true) | 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 |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Marlene Betit | PersonNm |
| Phone | 8024852819 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 63 Crescent Avenue 2nd Floor | AddressLine1Txt |
| City | Northfield | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 05663 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| Robert B Mack | |||||||
| Chair | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Mark Anarumo | |||||||
| Vice Chair | 1.00 | Yes (X) | Yes (X) | $0 | $196,429 | $89,438 | |
| Andrew Bannon | |||||||
| Director | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| William Goodman | |||||||
| Director | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| Gen Alfred M Gray | |||||||
| Director | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| Frederick M Haynes | |||||||
| Director | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| Joel Kobert | |||||||
| Director | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| Thomas Leavitt | |||||||
| Director | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| Robert Lindefjeld | |||||||
| Director | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| Mark D Young | |||||||
| Director | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| William Lasky | |||||||
| Director | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| John Koziol | |||||||
| Director | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| Philip T Susmann | |||||||
| President | 40.00 | Yes (X) | Yes (X) | $244,695 | $0 | $44,464 | |
| Andrew Zybas | |||||||
| Vice President | 40.00 | Yes (X) | $111,496 | $0 | $1,011 | ||
| Marsha Hopkins | |||||||
| Treasurer | 40.00 | Yes (X) | $118,571 | $0 | $26,461 | ||
| Michelle Leslie | |||||||
| Secretary | 6.00 | Yes (X) | $6,692 | $0 | $0 | ||
| Michael Schulz | |||||||
| Project Lead | 40.00 | $140,519 | $0 | $19,492 | Yes (X) | ||
| John Kunelius | |||||||
| CEO | 40.00 | Yes (X) | $132,507 | $0 | $18,351 | ||
| Richard W Schneider | |||||||
| Former Vice Chair (Jan 20 - Jun 20) | 1.00 | Yes (X) | Yes (X) | $0 | $1,324,230 | $34,505 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $754,480 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,520,659 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $233,722 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 5 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| L3 Technologies | |||||
| 9 Akira Way | Londonderry | NH | 03053 | Subcontractor | $537,871 |
| University of Texas at San Antonio | |||||
| 1 UTSA Circle | San Antonio | TX | 78249 | Subcontractor | $173,581 |
| University of Memphis | |||||
| PO Box 1000 Departement 313 | Memphis | TN | 38148 | Subcontractor | $133,291 |
| Norwich University | |||||
| 158 Harmon Drive | Northfield | VT | 05663 | Subcontractor | $124,049 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $0 | FederatedCampaignsAmt |
| Membership Dues | $0 | MembershipDuesAmt |
| Fundraising | $0 | FundraisingAmt |
| Related Organizations | $0 | RelatedOrganizationsAmt |
| Government Grants | $4,946,765 | GovernmentGrantsAmt |
| All Other Contributions | $582,530 | AllOtherContributionsAmt |
| Noncash Contributions | $0 | NoncashContributionsAmt |
| Total Contributions | $5,529,295 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| Cyber exercise & scenario development | 541700 | $1,523,435 | $0 | $0 |
| Other scientific & technical services | 541900 | $525,284 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $2,048,719 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,831 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,831 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rpt Fundraising Event | $0 | ContriRptFundraisingEventAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Miscellaneous income | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $8 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $8 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $8 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,579,853 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,048,719 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,839 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $550,117 | TotalAmt |
| Program Services | $267,225 | ProgramServicesAmt |
| Management And General | $282,892 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,180,151 | TotalAmt |
| Program Services | $1,731,376 | ProgramServicesAmt |
| Management And General | $448,775 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $102,636 | TotalAmt |
| Program Services | $75,130 | ProgramServicesAmt |
| Management And General | $27,506 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $247,907 | TotalAmt |
| Program Services | $181,468 | ProgramServicesAmt |
| Management And General | $66,439 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $223,753 | TotalAmt |
| Program Services | $163,787 | ProgramServicesAmt |
| Management And General | $59,966 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,106 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $35,106 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,050 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $28,050 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,564,836 | TotalAmt |
| Program Services | $2,564,836 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $122,853 | TotalAmt |
| Program Services | $45,021 | ProgramServicesAmt |
| Management And General | $77,832 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $125,392 | TotalAmt |
| Program Services | $91,900 | ProgramServicesAmt |
| Management And General | $33,492 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,823 | TotalAmt |
| Program Services | $18,193 | ProgramServicesAmt |
| Management And General | $6,630 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,083 | TotalAmt |
| Program Services | $25,261 | ProgramServicesAmt |
| Management And General | $3,822 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,846 | TotalAmt |
| Program Services | $2,945 | ProgramServicesAmt |
| Management And General | $7,901 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $107 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $107 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,221 | TotalAmt |
| Program Services | $6,758 | ProgramServicesAmt |
| Management And General | $2,463 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,384 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $47,384 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Materials | $191,682 | $191,682 | $0 | $0 |
| Memberships | $1,320 | $825 | $495 | $0 |
| Other expenses | $11,976 | $11,976 | $0 | $0 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,507,243 | TotalAmt |
| Program Services | $5,378,383 | ProgramServicesAmt |
| Management And General | $1,128,860 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$98,152 | BOYAmt |
| EOY | $38,972 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $950,427 | BOYAmt |
| EOY | $952,259 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $285,441 | BOYAmt |
| EOY | $1,755,226 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,054 | BOYAmt |
| EOY | $204,703 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $41,490 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $13,830 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,880 | BOYAmt |
| EOY | $27,660 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,760 | BOYAmt |
| EOY | $72,867 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,232,410 | BOYAmt |
| EOY | $3,051,687 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $159,853 | BOYAmt |
| EOY | $721,053 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $217,724 | BOYAmt |
| EOY | $398,566 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,062 | BOYAmt |
| EOY | $34,687 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $407,639 | BOYAmt |
| EOY | $1,154,306 | 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 | $824,771 | BOYAmt |
| EOY | $1,897,381 | 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 | $824,771 | BOYAmt |
| EOY | $1,897,381 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,232,410 | BOYAmt |
| EOY | $3,051,687 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,072,610 | ReconcilationRevenueExpnssAmt |
| 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) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| 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 |
| Other Support Sum | $0 | OtherSupportSumAmt |
| Public Support CY170 | 0 | PublicSupportCY170Pct |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,842,422 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,245,486 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,402,159 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,420,225 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,529,295 | CurrentTaxYearAmt |
| Total | $13,439,587 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $320,343 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $677,412 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $760,350 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,228,084 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,048,719 | CurrentTaxYearAmt |
| Total | $5,034,908 | 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 |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,162,765 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,922,898 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,162,509 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,648,309 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,578,014 | CurrentTaxYearAmt |
| Total | $18,474,495 | 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 | $183,543 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $560,736 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $652,154 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,080,496 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,675,084 | CurrentTaxYearAmt |
| Total | $4,152,013 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $183,543 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $560,736 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $652,154 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,080,496 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,675,084 | CurrentTaxYearAmt |
| Total | $4,152,013 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $14,322,482 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,223 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,697 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,241 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,232 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,831 | CurrentTaxYearAmt |
| Total | $9,224 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,223 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,697 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,241 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,232 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,831 | CurrentTaxYearAmt |
| Total | $9,224 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $174 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $119 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $282 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8 | CurrentTaxYearAmt |
| Total | $585 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,484,304 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.77480 | PublicSupportCY509Pct |
| Public Support PY509 | 0.79110 | PublicSupportPY509Pct |
| Investment Income CY | 0.00050 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00070 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Pt III Ln 12 | FormAndLineReferenceDesc |
| Explanation | Other Income Part III, Line 12 Description: Flexible Spending Account Forfeitures 2016: 2. 2017: 174. 2018: 0. 2019: 282. 2020: 0. Description: Miscellaneous Income 2016: 0. 2017: 0. 2018: 119. 2019: 0. 2020: 8. | ExplanationTxt |
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 D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Book Value | $0 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Depreciation | $0 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $41,490 | OtherCostOrOtherBasisAmt |
| Depreciation | $13,830 | DepreciationAmt |
| Book Value | $27,660 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Depreciation | $0 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Depreciation | $0 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $27,660 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Due to Affiliate | Desc |
| Amt | $34,687 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $34,687 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $7,579,853 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Subtotal | $7,579,853 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $7,579,853 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $6,507,243 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $6,507,243 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $6,507,243 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Pt X, Line 2 | FormAndLineReferenceDesc |
| Explanation | "NUARI is a not-for-profit corporation as described in Section 501(c)(3) of the U.S. Internal Revenue Code and is generally exempt from federal and state income tax under Section 509(a)(2) of the Code. NUARI believes it has taken no significant uncertain tax positions." | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (true) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | 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 | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | Yes (true) | InitialContractExceptionInd |
| Rebuttable Presumption Proc | Yes (true) | RebuttablePresumptionProcInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 entries)
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Mark Anarumo | |||||||||||||
| $0 | $192,802 | $0 | $0 | $0 | $3,627 | $0 | $12,750 | $0 | $76,688 | $0 | $285,867 | $0 | $0 |
| Philip T Susmann | |||||||||||||
| $243,903 | $0 | $0 | $0 | $792 | $0 | $15,000 | $0 | $29,464 | $0 | $289,159 | $0 | $0 | $0 |
| Michael Schulz | |||||||||||||
| $138,380 | $0 | $4,200 | $0 | -$2,061 | $0 | $8,303 | $0 | $11,189 | $0 | $160,011 | $0 | $0 | $0 |
| John Kunelius | |||||||||||||
| $131,138 | $0 | $2,600 | $0 | -$1,231 | $0 | $8,024 | $0 | $10,327 | $0 | $150,858 | $0 | $0 | $0 |
| Richard W Schneider | |||||||||||||
| $0 | $184,962 | $0 | $200,000 | $0 | $939,268 | $0 | $11,586 | $0 | $22,919 | $0 | $1,358,735 | $0 | $928,113 |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Pt I Line 1b | The Board of Directors previously approved a change to its original Expense Reimbursement Policy which allows Directors to travel at the next higher available airfare class when a scheduled flight segment is in excess of two hours. The Director must submit a printout for both the coach fare as well as a receipt for the higher fare for the same itinerary and date of travel. |
| Pt I Line 1b | The Former Vice Chair Richard Schneider was required by Norwich University, (a related organization), to live in a house provided by the University as a condition of his employment and for the convenience of the employer. The value of the Former Vice Chair's housing in the amount of $22,775 is included in Form 990, Schedule J, Part (D) for NUARI as part of his nontaxable benefits. |
| Pt I Line 1b | The Vice Chair Mark Anarumo is required by Norwich University, (a related organization), to live in a house provided by the University as a condition of his employment and for the convenience of the employer. The value of the Vice Chair's housing in the amount of $31,885 is included in Form 990, Schedule J, Part (D) for NUARI as part of his nontaxable benefits. |
| Pt I Line 8 | The Vice Chair entered into an initial contract with the University effective June 1, 2020 through May 31, 2023. |
| Pt I Line 4a | See below. |
| Pt I Line 4b | The Former Vice Chair's supplemental nonqualified retirement plan benefit amount of $933,599 is included in Schedule J, Part II, Column(B)(iii). This represents one month's compensation for each calendar year of completed service as President of Norwich University and is being paid out on a monthly basis. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Pt VI, Line 7a | Members of the Organization's Board of Directors are appointed by the Norwich University Board of Trustees. |
| Pt VI, Line 7b | Approval by the majority of the Norwich University Board of Trustees is only required for the appointment (including the filling of a vacant Board position), and/or removal of Directors of the Organization. |
| Pt VI, Line 11b | The Audit Committee is charged with the responsibility for reviewing and approving the annual Tax Return prior to its submission. |
| Pt VI, Line 12c | All Board Directors, Officers, and Key Employees are required to read the Organization's Conflict of Interest Policy and to sign an annual statement disclosing any real or potential conflicts of interest. Signed statements are submitted to the Board Secretary and summarized for the entire Board. In the event the Secretary perceives a potential conflict of interest, the matter is referred to the Board for further review and a determination as to how to proceed. Any further procedures are then documented in the Board minutes. |
| Pt VI, Line 15a | The Organization obtains salary comparability data for its Directors, Officers, and Key Employees; this information is then reviewed by the Organization's Compensation Committee in determining appropriate compensation for those individuals. |
| Pt VI, Line 15b | Same as above. |
| Pt VI, Line 19 | The Organization makes all organizational documents, including its Form 1023, annual tax returns, governing documents and policies, and financial statements available for public inspection upon request. |
| Form 990, Part IX, Line 11g | Training, Exercise & Simulation Support 64840. 64840. 0. 0. |
| Form 990, Part IX, Line 11g | Courseware Development and Design Consultants 314436. 314436. 0. 0. |
| Form 990, Part IX, Line 11g | Other Program Support 2185560. 2185560. 0. 0. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Norwich University | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 158 Harmon Drive | AddressLine1Txt |
| City | Northfield | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 05663 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 030179424 | EIN |
| Primary Activities | Higher Education | PrimaryActivitiesTxt |
| Legal Domicile State | VT | LegalDomicileStateCd |
| Exempt Code Section | 501(c)(3) | ExemptCodeSectionTxt |
| Public Charity Status | 2 | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | false | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | 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 | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | 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 | Yes (true) | 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 | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (5 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| Norwich University (NU) NUARI provided program services to NU | ||
| l | $298,616 | Standard Rates |
| Norwich University (NU) NU provided program services to NUARI | ||
| m | $159,821 | Standard Rates |
| Norwich University (NU) NUARI purchases e-mail telephone and internet servi | ||
| p | $49,844 | Cost |
| Norwich University (NU) NUARI leases office space from NU | ||
| k | $144,058 | Standard Rates |
| Norwich University (NU) NUARI and NU share employees | ||
| o | $19,820 | Cost |
Comments