ASSOCIATION OF UNIVERSITY TECHNOLOGY MANAGERS: Form 990, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
ASSOCIATION OF UNIVERSITY TECHNOLOGY MANAGERS (EIN 36-3011951)
Tax period
2019-01-01 to 2019-12-31
Filed
2021-07-08
IRS object ID
202121909349300202
Schema version
2019v5.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2021-07-08T22:14:27-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN363963131PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MANN WEITZ & ASSOCIATES LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1111 DEER LAKE ROAD SUITE 125AddressLine1Txt
CityDEERFIELDCityNm
State AbbreviationILStateAbbreviationCd
ZIP60015ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN363011951EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ASSOCIATION OF UNIVERSITY TECHNOLOGYBusinessNameLine1Txt
Business Name Line2MANAGERS INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlASSOBusinessNameControlTxt
Phone2029601800PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1712 H STREET NE NO 1611AddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20002ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSTEPHEN SUSALKAPersonNm
Person TitleCEOPersonTitleTxt
Phone8476862307PhoneNum
Signature2021-07-08SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMARCY STEINDLERPreparerPersonNm
PTINP00573131PTIN
Phone8472673400PhoneNum
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Principal OfficerSTEPHEN SUSALKAPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1712 H STREET NE NO 1611AddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20002ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$5,375,559GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressWWW.AUTM.NETWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1989FormationYr
Legal Domicile StateCTLegalDomicileStateCd
Activity Or MissionTHE CORE PURPOSE OF AUTM IS TO SUPPORT AND ADVANCE TECHNOLOGY TRANSFER GLOBALLY.ActivityOrMissionDesc
Voting Members Governing Body13VotingMembersGoverningBodyCnt
Voting Members Independent13VotingMembersIndependentCnt
Total Employee4TotalEmployeeCnt
Total Volunteers285TotalVolunteersCnt
Total Gross UBI$58,404TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$46,300NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$512,925PYContributionsGrantsAmt
CY Contributions Grants$572,600CYContributionsGrantsAmt
PY Program Service Revenue$3,491,599PYProgramServiceRevenueAmt
CY Program Service Revenue$4,075,338CYProgramServiceRevenueAmt
PY Investment Income$255,870PYInvestmentIncomeAmt
CY Investment Income$83,440CYInvestmentIncomeAmt
PY Other Revenue$3,443PYOtherRevenueAmt
CY Other Revenue$3,641CYOtherRevenueAmt
PY Total Revenue$4,263,837PYTotalRevenueAmt
CY Total Revenue$4,735,019CYTotalRevenueAmt
PY Grants And Similar Paid$293,224PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$156,611CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$453,783PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$559,644CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$3,806,657PYOtherExpensesAmt
CY Other Expenses$4,069,510CYOtherExpensesAmt
PY Total Expenses$4,553,664PYTotalExpensesAmt
CY Total Expenses$4,785,765CYTotalExpensesAmt
PY Revenues Less Expenses-$289,827PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$50,746CYRevenuesLessExpensesAmt
Total Assets BOY$5,346,274TotalAssetsBOYAmt
Total Assets EOY$4,922,734TotalAssetsEOYAmt
Total Liabilities BOY$2,328,838TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,377,977TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$3,017,436NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$3,544,757NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE ASSOCIATION WAS FORMED IN 1990 AS A NONPROFIT PROFESSIONAL AND EDUCATIONAL SOCIETY TO ENGAGE IN A VARIETY OF ACTIVITIES AND ACCOMPLISH A VARIETY OF PURPOSES RELATED TO TECHNOLOGY TRANSFER, COMMERCIALIZATION, AND INNOVATION. THE CORE PURPOSE OF THE ASSOCIATION IS TO SUPPORT AND ADVANCE TECHNOLOGY TRANSFER WORLDWIDE.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescTHE ANNUAL MEETING, PARTNERING FORUMS, REGIONAL MEETINGS AND ONLINE TRAINING PROVIDE A FORUM FOR INDIVIDUALS TO BE EDUCATED IN THE TECH TRANSFER PROFESSION. APPROXIMATELY 1,972 MEMBERS AND NON-MEMBERS ATTENDED THE 2019 ANNUAL MEETING, APPROXIMATELY 825 ATTENDED THE 4 REGIONAL MEETINGS, 209 ATTENDED TWO PARTNERING FORUMS AND 905 PARTICIPATED IN 19 WEBINARS.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
DescPROFESSIONAL DEVELOPMENT COURSES OFFER AN ADDITIONAL OPPORTUNITY TO LEARN ABOUT SPECIFIC TOPICS RELEVANT TO THE TECH TRANSFER PROFESSION. IN 2019 AUTM OFFERED THE FOLLOWING COURSES: COMPLIANCE, TOOLS, ESSENTIALS, IP PORTFOLIO MANAGEMENT, AGREEMENT MAINTENANCE, CORPORATE ENGAGEMENT, SMALL OFFICE BEST PRACTICES, MARKETING, VALUATION, NEGOTIATION, I-CORP AND STARTUP BUSINESS DEVELOPMENT. 664 MEMBERS AND NON-MEMBERS PARTICIPATED IN THESE 12 IN-PERSON COURSES.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
DescPUBLICATIONS AND PERIODICALS RELATING TO PRESENTATIONS AND NEW ADVANCES IN TECHNOLOGY TRANSFER SUCH AS PATENTS, COPYRIGHTS AND TECHNOLOGY INNOVATION. THESE PROVIDE MEMBERS AND NON-MEMBERS WITH MATERIALS TO ADVANCE THEIR KNOWLEDGE IN THE AREA OF TECHNOLOGY LICENSING AND COMMERCIALIZATION. THERE ARE APPROXIMATELY 11,000 READERS.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
DescMETRICS AND SURVEYSADVOCACYINTERNATIONAL STRATEGYGRANTSDesc
FieldValueIRS element (for citing)
Described In Section501c30DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Subject To Proxy TaxYes (1)SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign ActivitiesYes (1)ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To IndividualsYes (1)MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
IRP Document23IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee4EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible ContributionsYes (1)NondeductibleContributionsInd
Nondeductible Contri DisclYes (1)NondeductibleContriDisclInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members13GoverningBodyVotingMembersCnt
Independent Voting Member13IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesYes (1)DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (1)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1501 FINANCIALBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8479755304PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12549 WAUKEGAN RD 210AddressLine1Txt
CityBANNOCKBURNCityNm
State AbbreviationILStateAbbreviationCd
ZIP60015ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (16 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
ALISON CAMPBELL
IMMEDIATE PAST PRESIDENT8.00Yes (X)Yes (X)$0$0$0
RICHARD CHYLLA
CHAIR8.00Yes (X)Yes (X)$0$0$0
MARC SEDAM
CHAIR-ELECT8.00Yes (X)Yes (X)$0$0$0
IAN MCCLURE
DIRECTOR AT LARGE3.00Yes (X)$0$0$0
JOANN MACMASTER
DIRECTOR AT LARGE3.00Yes (X)$0$0$0
HOLLY MEADOWS
DIRECTOR AT LARGE3.00Yes (X)$0$0$0
GRAHAM MORTON
TREASURER3.00Yes (X)Yes (X)$0$0$0
CHRISTOPHER NOBLE
DIRECTOR AT LARGE3.00Yes (X)$0$0$0
KENNETH PORTER
DIRECTOR AT LARGE3.00Yes (X)$0$0$0
LAURA SAVATSKI
DIRECTOR AT LARGE3.00Yes (X)$0$0$0
SHARON SEMONES
DIRECTOR AT LARGE3.00Yes (X)$0$0$0
GAYATRI VARMA
DIRECTOR AT LARGE3.00Yes (X)$0$0$0
MONYA DUNLAP
DIRECTOR AT LARGE3.00Yes (X)$0$0$0
JOHN RITTER
DIRECTOR AT LARGE3.00Yes (X)$0$0$0
STEPHEN SUSALKA
CHIEF EXECUTIVE OFFFICER40.00Yes (X)$251,779$0$58,412
LEEF BARNES
CHIEF MARKETING OFFICER40.00$174,510$0$50,988Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$426,289TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$109,400TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K2IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (3 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
KELLEN
3200 WINDY HILL ROAD SEATLANTAGA30339MANAGEMENT AND ACCOUNTING SERVICES$1,415,856
UNIVERSITY OF CENTRAL FLORIDA
12201 RESEARCH PARKWAY STE 501ORLANDOFL32826MANAGEMENT SERVICES$560,514
ON SERVICES
6779 CRESCENT DRIVENORCROSSGA30071EVENT AUDIO VISUAL SERVICES$125,299
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K3CntrctRcvdGreaterThan100KCnt
Government Grants$40,126GovernmentGrantsAmt
All Other Contributions$532,474AllOtherContributionsAmt
Total Contributions$572,600TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtExclusionExclusionAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
MEETINGS611430$2,384,465$2,251,965$132,500
DUES900099$940,490$940,490
COURSES611430$548,365$548,365
METRICS900099$94,615$94,615
WEBSITE JOB POSTINGS541800$58,404$58,404

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$48,999TotalRevenueColumnAmt
Related Or Exempt Func Income$48,999RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$4,075,338TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$153,328TotalRevenueColumnAmt
Exclusion$153,328ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$570,652SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$640,540SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$69,888SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$69,888TotalRevenueColumnAmt
Exclusion-$69,888ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUSDesc
Business900099BusinessCd
Total Revenue Column$3,641TotalRevenueColumnAmt
Related Or Exempt Func Income$3,641RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$3,641OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$4,735,019TotalRevenueColumnAmt
Related Or Exempt Func Income$3,888,075RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$58,404UnrelatedBusinessRevenueAmt
Exclusion$215,940ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$132,000TotalAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$7,091TotalAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$17,520TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$301,868TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$188,241TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$56,356TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$13,179TotalAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$1,415,856TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$17,772TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$30,090TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$17,210TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$101,850TotalAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$55,484TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$269,920TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$247,945TotalAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$164,211TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$1,653,205TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$59,613TotalAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmt
MISCELLANEOUS$14,285
TAXES$10,183
BAD DEBT$6,130
OTHER AWARD EXPENSE$5,756

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$4,785,765TotalAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$1,198,765BOYAmt
EOY$865,468EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
EOY$40,126EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$154,914BOYAmt
EOY$22,718EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$131,888BOYAmt
EOY$109,905EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$325,391LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$249,267LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$132,612BOYAmt
EOY$76,124EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$3,728,095BOYAmt
EOY$3,808,393EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$5,346,274BOYAmt
EOY$4,922,734EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$222,714BOYAmt
EOY$171,317EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$2,106,124BOYAmt
EOY$1,206,660EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$2,328,838BOYAmt
EOY$1,377,977EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,842,308BOYAmt
EOY$3,420,519EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$175,128BOYAmt
EOY$124,238EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$3,017,436BOYAmt
EOY$3,544,757EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$5,346,274BOYAmt
EOY$4,922,734EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$50,746ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$578,067NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Substantially All Dues Nonded0SubstantiallyAllDuesNondedInd
Only In House LobbyingYes (1)OnlyInHouseLobbyingInd
Agree Carryover Prior Year0AgreeCarryoverPriorYearInd

Schedule D IRS990ScheduleD

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$325,391OtherCostOrOtherBasisAmt
Depreciation$249,267DepreciationAmt
Book Value$76,124BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$76,124TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$5,295,876TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$578,067NetUnrealizedGainsInvstAmt
Other Revenue-$17,210OtherRevenueAmt
Revenue Not Reported$560,857RevenueNotReportedAmt
Revenue Subtotal$4,735,019RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$4,735,019TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$4,768,555TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included-$17,210OtherExpensesIncludedAmt
Expenses Not Reported-$17,210ExpensesNotReportedAmt
Expenses Subtotal$4,785,765ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$4,785,765TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART X, LINE 2:THE FINANCIAL STATEMENT EFFECTS OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN ARE RECOGNIZED IN THE FINANCIAL STATEMENT WHEN IT IS MORE LIKELY THAN NOT, BASED ON THE TECHNICAL MERITS, THAT THE POSITION WILL BE SUSTAINED UPON EXAMINATION. AS OF DECEMBER 31, 2019, THE ASSOCIATION HAD NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS.
PART XI, LINE 2D - OTHER ADJUSTMENTS:INVESTMENT MGT FEE
PART XII, LINE 2D - OTHER ADJUSTMENTS:INVESTMENT MGT FEE

Schedule F IRS990ScheduleF

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp (6 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtRegion Total ExpendituresRegionTotalExpendituresAmtSpecific Services ProvidedSpecificServicesProvidedTxt
SOUTH AMERICA00GRANTS TO RECIPIENTS LOCATED IN REGION$3,577
NORTH AMERICA00PROGRAM FUNDRAISING$48,234EDUCATIONAL MEETING
NORTH AMERICA00FUNDRAISING
SUB-SAHARAN AFRICA00GRANTS TO RECIPIENTS LOCATED IN REGION$8,882
EAST ASIA AND THE PACIFIC00GRANTS TO RECIPIENTS LOCATED IN REGION$5,061
EUROPE (INCLUDING ICELAND & GREENLAND)00FUNDRAISING
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$65,754SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$65,754TotalSpentAmt

Foreign Individuals Grants ForeignIndividualsGrantsGrp (3 entries)

Type Of AssistanceTypeOfAssistanceTxtRegionRegionTxtRecipientRecipientCntCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxt
SCHOLARSHIPSUB-SAHARAN AFRICA3$8,882WIRE TRANSFER
SCHOLARSHIPEAST ASIA AND THE PACIFIC2$5,061WIRE TRANSFER
SCHOLARSHIPSOUTH AMERICA1$3,577WIRE TRANSFER
FieldValueIRS element (for citing)
Transfer To Foreign Corp0TransferToForeignCorpInd
Interest In Foreign Trust0InterestInForeignTrustInd
Foreign Corp Ownership0ForeignCorpOwnershipInd
Passive Foreign Investmest Co0PassiveForeignInvestmestCoInd
Foreign Partnership0ForeignPartnershipInd
Boycott Countries0BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 2:A REIMBURSEMENT FORM IS FILLED OUT WITH CORRESPONDING RECEIPTS AND DOCUMENTATION ATTACHED PRIOR TO DISBURSEMENT OF FUNDS.
PART III ACCOUNTING METHOD:

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1ASSOCIATION OF UNIVERSITY TECHNOLOGY MANAGERS FOUNDATIONBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line15203 SW 91ST TERRACE SUITE DAddressLine1Txt
CityGAINESVILLECityNm
State AbbreviationFLStateAbbreviationCd
ZIP32608ZIPCd
FieldValueIRS element (for citing)
Recipient EIN142000899RecipientEIN
IRC Section501(C)(3)IRCSectionDesc
Cash Grant$132,000CashGrantAmt
Purpose Of GrantSUPPORT OPERATIONS, INCLUDING FUNDING FOR EXPANSION OF STAFFPurposeOfGrantTxt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeTRAVEL SCHOLARSHIPGrantTypeTxt
Recipient4RecipientCnt
Cash Grant$7,091CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationASSISTANCE WAS APPROVED TO AUTM FOUNDATION TO FURTHER ITS MISSION.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Written Employment ContractYes (X)WrittenEmploymentContractInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
STEPHEN SUSALKA
CHIEF EXECUTIVE OFFFICER$251,779$0$0$0$0$0$0$0$58,412$0$310,191$0$0$0
LEEF BARNES
CHIEF MARKETING OFFICER$174,510$0$0$0$0$0$0$0$50,988$0$225,498$0$0$0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART V, 2A:AUTM HAD AN EMPLOYMENT AGREEMENT WITH THE UNIVERSITY OF CENTRAL FLORIDA FOR THE SERVICES OF THEIR CEO AND CMO THROUGH MID-NOVEMBER. THEREFORE, THE W-2 FORMS ISSUED BY THE ORGANIZATION FOR THESE STAFF MEMBERS COVERED ONLY THE LAST SIX WEEKS OF THE YEAR.
FORM 990, PART VI, SECTION A, LINE 3AUTM HIRED KELLEN AS THEIR MANAGEMENT COMPANY.
FORM 990, PART VI, SECTION A, LINE 6AUTM HAS 3 CLASSES OF MEMBERSHIP; REGULAR, MEMBER EMERITUS AND PARTICIPANT MEMBERS. PARTICIPANT MEMBERS ARE EITHER ELECTRONIC, ADMINISTRATIVE OR STUDENT MEMBERS. ALL MEMBERS ARE ALLOWED TO VOTE. REGULAR, ELECTRONIC, ADMINISTRATIVE AND STUDENT MEMBERS ARE REQUIRED TO PAY DUES. ONCE ONE REACHES MEMBER EMERITUS STATUS, THEY ARE NO LONGER REQUIRED TO PAY DUES.
FORM 990, PART VI, SECTION A, LINE 7AALL MEMBERS ARE ALLOWED TO VOTE. ELECTIONS OF DIRECTORS MAY BE CONDUCTED AT A MEETING OF MEMBERS OR BY MAIL (WHICH MAY BE ELECTRONICALLY TRANSMITTED). THE BALLOT, ALONG WITH ANY OTHER NOMINEES PROPOSED BY VOTING MEMBERS BY MEANS OF THE PETITION PROCESS, WILL BE VOTED ON IN PERSON, BY PROXY (WHICH MAY BE ELECTRONICALLY TRANSMITTED), OR BY MAIL (WHICH MAY BE ELECTRONICALLY TRANSMITTED). DIRECTORS ARE ELECTED BY A PLURALITY OF THE VOTES CAST BY THE MEMBERS ENTITLED TO VOTE IN THE ELECTION.
FORM 990, PART VI, SECTION A, LINE 7BTHE LEADERSHIP DEVELOPMENT COMMITTEE WILL IDENTIFY CANDIDATES TO BE INCLUDED ON THE SLATE SUBMITTED TO A VOTE OF THE MEMBERS. CHANGES OF BYLAWS SHOULD BE PRESENTED TO THE MEMBERSHIP AT LEAST 30 DAYS PRIOR TO THE DEADLINE FOR VOTING.
FORM 990, PART VI, SECTION B, LINE 11BKELLEN PROVIDES A COPY OF THE 990 TO THE BOARD OF DIRECTORS FOR REVIEW BEFORE THE 990 IS FILED.
FORM 990, PART VI, SECTION B, LINE 12CBOARD MEMBERS ARE REQUIRED TO SIGN CONFLICT OF INTEREST POLICY STATEMENT ON AN ANNUAL BASIS.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.

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