PARTNERSHIP FOR DEFENSE INNOVATION: Form 990, tax year 2016

View the entire original 990 at ProPublica ↗

Organization: PARTNERSHIP FOR DEFENSE INNOVATION (EIN 51-0418162)
Tax period: 2016-07-01 to 2017-06-30
Filed: 2017-08-15
IRS object ID: 201732279349302253
Schema version: 2016v3.0
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 J
Schedule N
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2017-08-15T09:39:04-07:00	ReturnTs
Tax Period End	2017-06-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	Kline & Company CPA PC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	141 Main Street	AddressLine1Txt
City	Nashua	CityNm
State Abbreviation	NH	StateAbbreviationCd
ZIP	030602739	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2016-07-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	510418162	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	PARTNERSHIP FOR DEFENSE INNOVATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	PART	BusinessNameControlTxt
Phone	9103073000	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	455 RAMSEY STREET	AddressLine1Txt
City	FAYETTEVILLE	CityNm
State Abbreviation	NC	StateAbbreviationCd
ZIP	28301	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	SCOTT PERRY	PersonNm
Person Title	President	PersonTitleTxt
Signature	2017-08-02	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	Fred J Kline MBA CPA	PreparerPersonNm
PTIN	P00384802	PTIN
Phone	6038818185	PhoneNum

Field	Value	IRS element (for citing)
Tax	2016	TaxYr
Build TS	2021-01-29 14:40:06Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Final Return	Yes (X)	FinalReturnInd
Principal Officer	SCOTT PERRY	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	455 RAMSEY STREET	AddressLine1Txt
City	FAYETTEVILLE	CityNm
State Abbreviation	NC	StateAbbreviationCd
ZIP	28301	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$923,755	GrossReceiptsAmt
Group Return For Affiliates	false	GroupReturnForAffiliatesInd
All Affiliates Included	false	AllAffiliatesIncludedInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	N/A	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	2002	FormationYr
Legal Domicile State	NC	LegalDomicileStateCd
Activity Or Mission	CREATED TO PROMOTE ECONOMIC DEVELOPMENT BY MAINTAINING AN INCUBATOR FACILITY FOR COMPANIES IN NORTH CAROLINA ENGAGED IN THE RESEARCH AND DEVELOPMENT OF TECHNOLOGIES ASSOCIATED WITH MILITARY AND HOMELAND SECURITY AS WELL AS A LAB TO CONDUCT RESEARCH AND DEVELOPMENT TESTING.	ActivityOrMissionDesc
Contract Termination	Yes (X)	ContractTerminationInd
Voting Members Governing Body	7	VotingMembersGoverningBodyCnt
Voting Members Independent	7	VotingMembersIndependentCnt
Total Employee	10	TotalEmployeeCnt
Total Gross UBI	$0	TotalGrossUBIAmt
CY Contributions Grants	$0	CYContributionsGrantsAmt
PY Program Service Revenue	$1,505,860	PYProgramServiceRevenueAmt
CY Program Service Revenue	$491,418	CYProgramServiceRevenueAmt
PY Investment Income	$1	PYInvestmentIncomeAmt
CY Investment Income	$113,744	CYInvestmentIncomeAmt
PY Other Revenue	$172,386	PYOtherRevenueAmt
CY Other Revenue	$87,337	CYOtherRevenueAmt
PY Total Revenue	$1,678,247	PYTotalRevenueAmt
CY Total Revenue	$692,499	CYTotalRevenueAmt
CY Grants And Similar Paid	$0	CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$1,165,839	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$317,135	CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$882,839	PYOtherExpensesAmt
CY Other Expenses	$863,693	CYOtherExpensesAmt
PY Total Expenses	$2,048,678	PYTotalExpensesAmt
CY Total Expenses	$1,180,828	CYTotalExpensesAmt
PY Revenues Less Expenses	-$370,431	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	-$488,329	CYRevenuesLessExpensesAmt
Total Assets BOY	$656,138	TotalAssetsBOYAmt
Total Assets EOY	$0	TotalAssetsEOYAmt
Total Liabilities BOY	$167,809	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$488,329	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$0	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	CREATED TO PROMOTE ECONOMIC DEVELOPMENT BY MAINTAINING AN INCUBATOR FACILITY FOR COMPANIES IN NORTH CAROLINA ENGAGED IN THE RESEARCH AND DEVELOPMENT OF TECHNOLOGIES ASSOCIATED WITH MILITARY AND HOMELAND SECURITY AS WELL AS A LAB TO CONDUCT RESEARCH AND DEVELOPMENT TESTING.	MissionDesc
Significant New Program Srvc	false	SignificantNewProgramSrvcInd
Significant Change	Yes (true)	SignificantChangeInd
Expense	$606,801	ExpenseAmt
Desc	THE WIFI LABORATORY TESTS AND EVALUATES GOVERNMENTAL AND COMMERCIAL COMMUNICATIONS EQUIPMENT TO DETERMINE IF SUCH EQUIPMENT CAN OPERATE AND INTEGRATE WITH EXISTING MILITARY COMMUNICATIONS NETWORKS.	Desc
Total Program Service Expenses	$606,801	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (true)	DescribedInSection501c3Ind
Schedule B Required	false	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
Temp Or Permanent Endowments	false	TempOrPermanentEndowmentsInd
Report Land Building Equipment	false	ReportLandBuildingEquipmentInd
Report Investments Other Sec	false	ReportInvestmentsOtherSecInd
Report Program Related Invst	false	ReportProgramRelatedInvstInd
Report Other Assets	false	ReportOtherAssetsInd
Report Other Liabilities	false	ReportOtherLiabilitiesInd
Include FIN48 Footnote	false	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	false	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	false	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
Invest Tax Exempt Bonds	false	InvestTaxExemptBondsInd
Escrow Account	false	EscrowAccountInd
On Behalf Of Issuer	false	OnBehalfOfIssuerInd
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 With Officer Ent	false	BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri	false	DeductibleNonCashContriInd
Deductible Art Contribution	false	DeductibleArtContributionInd
Terminate Operations	Yes (true)	TerminateOperationsInd
Partial Liquidation	false	PartialLiquidationInd
Disregarded Entity	false	DisregardedEntityInd
Related Entity	false	RelatedEntityInd
Related Organization Ctrl Ent	false	RelatedOrganizationCtrlEntInd
Transaction With Control Ent	false	TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	false	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	false	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (true)	ScheduleORequiredInd
IRP Document	7	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	false	BackupWthldComplianceInd
Employee	10	EmployeeCnt
Employment Tax Returns Filed	Yes (true)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Form990 T Filed	false	Form990TFiledInd
Foreign Financial Account	false	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Taxable Party Notification	false	TaxablePartyNotificationInd
Nondeductible Contributions	false	NondeductibleContributionsInd
Quid Pro Quo Contributions	false	QuidProQuoContributionsInd
Form8282 Property Disposed Of	false	Form8282PropertyDisposedOfInd
Form8282 Filed	0	Form8282FiledCnt
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Form8899 Filedind	false	Form8899Filedind
Form1098 C Filed	false	Form1098CFiledInd
DAF Excess Business Holdings	false	DAFExcessBusinessHoldingsInd
Taxable Distributions	false	TaxableDistributionsInd
Distribution To Donor	false	DistributionToDonorInd
Org Filed In Lieu Of Form1041	false	OrgFiledInLieuOfForm1041Ind
Licensed More Than One State	false	LicensedMoreThanOneStateInd
Indoor Tanning Services	false	IndoorTanningServicesInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	7	GoverningBodyVotingMembersCnt
Independent Voting Member	7	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	false	ElectionOfBoardMembersInd
Decisions Subject To Approva	false	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (true)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (true)	MinutesOfCommitteesInd
Officer Mailing Address	false	OfficerMailingAddressInd
Local Chapters	false	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (true)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (true)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (true)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (true)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (true)	WhistleblowerPolicyInd
Document Retention Policy	Yes (true)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (true)	CompensationProcessCEOInd
Compensation Process Other	Yes (true)	CompensationProcessOtherInd
Investment In Joint Venture	false	InvestmentInJointVentureInd
Other Website	Yes (X)	OtherWebsiteInd
Upon Request	Yes (X)	UponRequestInd
Other	Yes (X)	OtherInd

Books In Care Of Detail BooksInCareOfDetail

Field	Value	IRS element (for citing)
Person	THE ORGANIZATION	PersonNm
Phone	9103073000	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	455 RAMSEY STREET	AddressLine1Txt
City	FAYETTEVILLE	CityNm
State Abbreviation	NC	StateAbbreviationCd
ZIP	28301	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (9 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Key EmployeeKeyEmployeeInd
BOBBY J ERVIN
Chairman	1.00	0.00	Yes (X)	Yes (X)	$0	$0	$0
LARRY ROBBINS
VICE CHAIRMAN	1.00	0.00	Yes (X)	Yes (X)	$0	$0	$0
LYNNE GREENE
Treasurer	1.00	0.00	Yes (X)	Yes (X)	$0	$0	$0
TIM RICHARDSON
Secretary	1.00	0.00	Yes (X)	Yes (X)	$0	$0	$0
JIM LIEN
BOARD MEMBER	1.00	0.00	Yes (X)		$0	$0	$0
KELLY PURYEAR
BOARD MEMBER	1.00	0.00	Yes (X)		$0	$0	$0
BARRY BURKS
BOARD MEMBER	1.00	0.00	Yes (X)		$0	$0	$0
SCOTT PERRY
President	40.00	0.00		Yes (X)	$191,633	$0	$0
DOUGLAS FORDHAM
LAB DIRECTOR	40.00	0.00			$195,543	$0	$0	Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$387,176	TotalReportableCompFromOrgAmt
Indiv Rcvd Greater Than100 K	2	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	false	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (true)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	false	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	NA	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	0	CntrctRcvdGreaterThan100KCnt
Total Contributions	$0	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
FEDERAL CONTRACTS	900099	$491,418	$491,418
NONRESIDENT/AFFILIATE	900099

Field	Value	IRS element (for citing)
Total Program Service Revenue	$491,418	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$13,825	RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$13,825	RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$13,825	TotalRevenueColumnAmt
Exclusion	$13,825	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Other	$345,000	OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Other	$231,256	OtherAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Other	$113,744	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$113,744	TotalRevenueColumnAmt
Related Or Exempt Func Income	$113,744	RelatedOrExemptFuncIncomeAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Net Income From Gaming NetIncomeFromGamingGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Net Income Or Loss NetIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Other Revenue Misc OtherRevenueMiscGrp

Field	Value	IRS element (for citing)
Desc	MISCELLANEOUS REVENUE	Desc
Business	900099	BusinessCd
Total Revenue Column	$73,512	TotalRevenueColumnAmt
Related Or Exempt Func Income	$73,512	RelatedOrExemptFuncIncomeAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$73,512	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$692,499	TotalRevenueColumnAmt
Related Or Exempt Func Income	$678,674	RelatedOrExemptFuncIncomeAmt
Exclusion	$13,825	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Foreign Grants ForeignGrantsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Benefits To Members BenefitsToMembersGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$60,000	TotalAmt
Program Services	$30,000	ProgramServicesAmt
Management And General	$30,000	ManagementAndGeneralAmt

Comp Disqual Persons CompDisqualPersonsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$221,941	TotalAmt
Program Services	$143,453	ProgramServicesAmt
Management And General	$78,488	ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$17,910	TotalAmt
Program Services	$8,955	ProgramServicesAmt
Management And General	$8,955	ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$17,284	TotalAmt
Program Services	$8,642	ProgramServicesAmt
Management And General	$8,642	ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Fees For Services Management FeesForServicesManagementGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$28,477	TotalAmt
Management And General	$28,477	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$18,100	TotalAmt
Management And General	$18,100	ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$49,556	TotalAmt
Program Services	$551	ProgramServicesAmt
Management And General	$49,005	ManagementAndGeneralAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$4,567	TotalAmt
Management And General	$4,567	ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Royalties RoyaltiesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$147,185	TotalAmt
Program Services	$53,761	ProgramServicesAmt
Management And General	$93,424	ManagementAndGeneralAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$18,044	TotalAmt
Program Services	$1,122	ProgramServicesAmt
Management And General	$16,922	ManagementAndGeneralAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Payments To Affiliates PaymentsToAffiliatesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$10,660	TotalAmt
Management And General	$10,660	ManagementAndGeneralAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$4,466	TotalAmt
Program Services	$3,556	ProgramServicesAmt
Management And General	$910	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt
CONSULTANTS	$342,390	$342,390
CONTRIBUTION TO GREEN BERET FD	$215,429		$215,429
EQUIPMENT RENTALS	$17,039	$12,268	$4,771
MATERIALS AND SUPPLIES	$4,983	$2,103	$2,880

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$2,797	TotalAmt
Management And General	$2,797	ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$1,180,828	TotalAmt
Program Services	$606,801	ProgramServicesAmt
Management And General	$574,027	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$305,498	BOYAmt
EOY	$0	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
EOY	$0	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
EOY	$0	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$100,416	BOYAmt
EOY	$0	EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

Field	Value	IRS element (for citing)
EOY	$0	EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

Field	Value	IRS element (for citing)
EOY	$0	EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

Field	Value	IRS element (for citing)
EOY	$0	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
EOY	$0	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$3,556	BOYAmt
EOY	$0	EOYAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$225,096	BOYAmt
EOY	$0	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
EOY	$0	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
EOY	$0	EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

Field	Value	IRS element (for citing)
EOY	$0	EOYAmt

Intangible Assets IntangibleAssetsGrp

Field	Value	IRS element (for citing)
EOY	$0	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$21,572	BOYAmt
EOY	$0	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$656,138	BOYAmt
EOY	$0	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$5,236	BOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

Field	Value	IRS element (for citing)
BOY	$549	BOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$162,024	BOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$167,809	BOYAmt
EOY	$0	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows SFAS117	Yes (X)	OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$488,329	BOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$488,329	BOYAmt
EOY	$0	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$656,138	BOYAmt
EOY	$0	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	-$488,329	ReconcilationRevenueExpnssAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	false	AccountantCompileOrReviewInd
FS Audited	false	FSAuditedInd
Federal Grant Audit Required	false	FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Publicly Supported Org509a2	Yes (X)	PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$673,000	CurrentTaxYearMinus4YearsAmt
Total	$673,000	TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$2,529,736	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$2,902,720	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$3,154,509	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$1,505,860	CurrentTaxYearMinus1YearAmt
Total	$10,092,825	TotalAmt

Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Total509 Total509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$3,202,736	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$2,902,720	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$3,154,509	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$1,505,860	CurrentTaxYearMinus1YearAmt
Total	$10,765,825	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)
Total	$0	TotalAmt

Field	Value	IRS element (for citing)
Public Support Total509	$10,765,825	PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$148,780	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$176,340	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$108,891	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$96,000	CurrentTaxYearMinus1YearAmt
Total	$530,011	TotalAmt

Post1975 UBTI Post1975UBTIGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$148,780	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$176,340	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$108,891	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$96,000	CurrentTaxYearMinus1YearAmt
Total	$530,011	TotalAmt

Net Income From Other UBI NetIncomeFromOtherUBIGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Other Income509 OtherIncome509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$82,374	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$23,737	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$18,055	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$76,357	CurrentTaxYearMinus1YearAmt
Total	$200,523	TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$3,433,890	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$3,102,797	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$3,281,455	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$1,678,217	CurrentTaxYearMinus1YearAmt
Total	$11,496,359	TotalAmt

Field	Value	IRS element (for citing)
First5 Years509	Yes (X)	First5Years509Ind
Public Support CY509	0.00000	PublicSupportCY509Pct
Investment Income CY	0.00000	InvestmentIncomeCYPct

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Compensation Committee	Yes (X)	CompensationCommitteeInd
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	false	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	false	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	false	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	false	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	false	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	false	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	false	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	false	AnyNonFixedPaymentsInd
Initial Contract Exception	false	InitialContractExceptionInd
Rebuttable Presumption Proc	false	RebuttablePresumptionProcInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)

TitleTitleTxt	Base Compensation Filing OrgBaseCompensationFilingOrgAmt	Total Compensation Filing OrgTotalCompensationFilingOrgAmt
DOUGLAS FORDHAM
LAB DIRECTOR	$195,543	$195,543
SCOTT PERRY
President	$191,633	$191,633

Schedule N IRS990ScheduleN

Liquidation Of Assets Table LiquidationOfAssetsTableGrp

Liquidation Of Assets Detail LiquidationOfAssetsDetail

Field	Value	IRS element (for citing)
Assets Distri Or Expnss Paid	REMAINING CASH DISTRIBUTED TO GREEN BERET FOUNDATION	AssetsDistriOrExpnssPaidDesc
Distribution	2017-02-16	DistributionDt
Fair Market Value Of Asset	$215,430	FairMarketValueOfAssetAmt
Method Of FMV Determination	CASH	MethodOfFMVDeterminationTxt
EIN	271206961	EIN

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	14402 BLANCO ROAD SUITE 101	AddressLine1Txt
City	SAN ANTONIO	CityNm
State Abbreviation	TX	StateAbbreviationCd
ZIP	78216	ZIPCd

Field	Value	IRS element (for citing)
IRC Section	501(c)(3)	IRCSectionTxt

Field	Value	IRS element (for citing)
Director Of Successor	false	DirectorOfSuccessorInd
Employee Of Successor	false	EmployeeOfSuccessorInd
Owner Of Successor	false	OwnerOfSuccessorInd
Receive Compensation	false	ReceiveCompensationInd
Assets Distributed	Yes (true)	AssetsDistributedInd
Required To Notify AG	Yes (true)	RequiredToNotifyAGInd
Attorney General Notified	Yes (true)	AttorneyGeneralNotifiedInd
Liabilities Paid	Yes (true)	LiabilitiesPaidInd
Bonds Outstanding	false	BondsOutstandingInd
Bond Liabilities Discharged	false	BondLiabilitiesDischargedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Form 990, Part III, Line 3: Ceased Conducting or Significant Changes To Services	DURING THE FINAL FISCAL YEAR ENDING JUNE 30, 2017, THE ORGANIZATION CEASED ALL OPERATIONS. ACCORDINGLY ASSETS WERE SOLD UNDER ASSET PURCHASE AGREEMENT EFFECTIVELY EXECUTED AUGUST 2016, APPROVED UNDER THE NORTH CAROLINA ATTORNEY GENERALS OFFICE ALONG WITH DISTRIBUTING ALL REMAINING CASH TO ANOTHER REGISTERED 501(C)(3) ORGANIZATION.
Form 990, Part VI, Line 11b: Form 990 Review Process	EXPLANATION: THE BOARD RECEIVES A COPY OF THE FORM 990 AT THE QUARTERLY BOARD MEETING PRIOR TO FILING.
Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts	EXPLANATION: MEMBERS SIGN A CONFLICT OF INTEREST STATEMENT ANNUALLY. IN THE EVENT OF A POTENTIAL CONFLICT DURING THE YEAR, THE MEMBERS OF THE BOARD WILL LIST AN ITEM FOR REVIEW. BOARD MEMBERS ADDRESS ISSUES IN AN OPEN FORUM AND DETERMINE A COURSE OF ACTION AND THAT ACTION IS VOTED ON. IN THE EVENT OF A CONFLICT DURING THE YEAR, THE BOARD MEMBER WITH THE POTENTIAL CONFLICT WILL RECUSE HIM/HERSELF FROM BOTH THE DISCUSSION AND THE VOTE.
Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management	EXPLANATION: ANNUAL CEO REVIEW IS PERFORMED BY A COMMITTEE OF BOARD MEMBERS. THE COMMITTEE REVIEWS THE ORGANIZATION'S GOALS AND COMPARES SALARIES TO OTHER COMPARABLE NON-PROFIT ENTITIES. ALL DELIBERATIONS ARE DOCUMENTED IN THE BOARD MINUTES.
Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees	EXPLANATION: OTHER OFFICERS AND EMPLOYEES SALARIES ARE DETERMINED BASED ON JOB DUTIES AND RESPONSIBILITIES. PERFORMANCE REVIEWS ARE DONE ANNUALLY. SALARIES ARE COMPARED AGAINST OTHER JOB TITLES AND RESPONSIBILITIES BY USING SALARY.COM AND OTHER COMPANY INFORMATION FROM GSA SCHEDULES IN THE INDUSTRY (WHEN AVAILABLE). SALARIES ARE ALSO REVIEWED BY DCAA FOR GOVERNMENT CONTRACTING PURPOSES.
Form 990, Part VI, Line 18: Explanation of Other Means Forms Available For Public Inspection	EXPLANATION: THE ORGANIZATION'S FORM 990 IS PROVIDED TO THE PUBLIC VIA OTHER WEBSITES (PUBLIC CHARITIES DIVISION OF N.C. AND OTHER SITES GUIDESTAR) AS WELL AS ON REQUEST BY THE PUBLIC.
Form 990, Part VI, Line 19: Other Organization Documents Publicly Available	EXPLANATION: THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
FORM 990, PAGE 2, PART III, #1. BRIEFLY DESCRIBE THE ORG'S MISSION:	PDI SUPPORTS RESEARCH, DEVELOPMENT, EDUCATION AND PROGRAMS WITH APPLICATION IN DEFENSE AND SECURITY AND COLLABORATES WITH EDUCATIONAL INSTITUTIONS, THE MILITARY/INTELLIGENCE COMMUNITY, THE STATE OF NORTH CAROLINA, THE FEDERAL GOVERNMENT AND OTHER PRIVATE INSTITUTIONS.