2012-10-31T09:20:51-05:00 2011-12-31 381357951 PLANTE & MORAN PLLC PO BOX 307 SOUTHFIELD MI 480370307 990 2011-01-01 382388532 INDUSTRIAL TECHNOLOGY INSTITUTE INDU 8884146682 47911 HALYARD DRIVE PLYMOUTH MI 481708064 MICHAEL J COAST 8884146682 2012-10-24 1 JOHN BEBES P00053776 2483522500 2011 2016-02-24 21:20:13Z MICHIGAN MANUFACTURING TECHNOLOGY CENTER MICHAEL J COAST 47911 HALYARD DRIVE PLYMOUTH MI 481708064 9174528 0 X WWW.MMTC.ORG X 1981 MI MMTC PROVIDES RESEARCH-BASED TRAINING AND CONSULTING TO SMALL AND MEDIUM-SIZED MANUFACTURERS IN MICHIGAN, AND USES MODIFIED VERSIONS OF ITS TRAINING AND CONSULTING CONTENT TO WORK WITH MANUFACTURERS, SERVICE COMPANIES, AND HOSPITALS IN THE U.S. AND CANADA. SUBJECTS INCLUDE QUALITY AND ENVIRONMENTAL MANAGEMENT, LEAN MANUFACTURING, SALES, MARKETING, AND COST ESTIMATION. 9 8 55 8 0 0 9336824 6505372 2751436 2319949 16899 15420 446009 333787 12551168 9174528 0 0 0 0 5103641 4567992 0 0 0 7251099 4448795 12354740 9016787 196428 157741 5469781 5033913 1687679 1094070 3782102 3939843 X TO ENHANCE THE GLOBAL COMPETITIVENESS OF MICHIGAN'S SMALL TO MEDIUM-SIZED MANUFACTURERS. 0 0 4498814 0 1429229 OPERATE MICHIGAN MEP CENTER: 1087 COMPANIES WERE TOUCHED BY MICHIGAN MANUFACTURING TECHNOLOGY CENTER (MMTC) STAFF. 214 RECEIVED CONFIDENTIAL, CUSTOMIZED BENCHMARKING ANALYSES. MMTC CONDUCTED 426 FORMAL, PAID PROJECTS WITH 283 MICHIGAN MANUFACTURING COMPANIES, REQUIRING AN ESTIMATED 2,459 STAFF DAYS. PROJECTS FOCUSED PRIMARILY ON LEAN MANUFACTURING AND COST REDUCTION (44%), QUALITY AND SIX SIGMA (12%), AND MARKET DIVERSIFICATION (26%). CLIENTS COMPLETING THIRD-PARTY POST-PROJECT SURVEYS IN 2011 CREDITED THEIR MMTC PROJECTS WITH $25.6 MILLION IN COST SAVINGS AND 1,313 NEW OR RETAINED JOBS. (THESE IMPACT FIGURES INCLUDE THOSE REPORTED BY COMPANIES SERVED BY THE NEXT TWO PROGRAMS DESCRIBED BELOW.) 1946235 0 618300 MEDC KEEP MICHIGAN WORKING EDJT GRANT. THIS PROGRAM PROVIDED TRAINING IN NEW MARKETS TO MICHIGAN COMPANIES SEEKING TO REDUCE THEIR DEPENDENCE ON TRADITIONAL CUSTOMERS. DURING 2011, 191 MICHIGAN MANUFACTURERS TOOK ADVANTAGE OF THE PROGRAM, UNDER WHICH THE MICHIGAN ECONOMIC DEVELOPMENT CORPORATION PAID 70% OF THE TRAINING FEES AND THE MANUFACTURER 30%. AN ESTIMATED 552 INDIVIDUALS, MAINLY EXECUTIVES AND MANAGERS FROM THE SALES FUNCTION WERE TRAINED. THE COMPANIES WHOSE TRAINING WAS COMPLETED ON OR BEFORE 12/31/11 REPORTED THE FOLLOWING IMPACTS THAT THEY CREDITED TO THEIR TRAINING UNDER THE PROGRAM: AT LEAST 3763 QUOTES TOTALING $1.2 BILLION; 558 ORDERS WON, TOTALING $81M; 387 NEW JOBS CREATED OR RETAINED. (NOTE: APPROXIMATELY 40% OF THESE REPORTED BENEFITS WERE ATTRIBUTED TO PROJECTS MANAGED, BUT NOT DELIVERED, BY THE MMTC.) 294231 0 93474 LOCAL MICHIGAN WORKS! AGENCIES IWT GRANTS: 18 MICHIGAN MANUFACTURERS WERE SERVED BY MICHIGAN MANUFACTURING TECHNOLOGY CENTER, WITH PROJECT WORK SUPPORTED BY FUNDING MADE AVAILABLE BY LOCAL MICHIGANWORKS! (WIA) AGENCIES. AN ESTIMATED 191 STAFF DAYS WERE SPENT DELIVERING THESE PROJECTS, 93% OF WHICH WERE IN THE AREA OF LEAN, SIX SIGMA, QUALITY, ACTIVITY-BASED QUOTING, AND MARKET DIVERSIFICATION. 563273 178946 MMTC STAFF ALSO CONDUCTED SPONSORED RESEARCH FOR THE CENTER ON WISCONSIN STRATEGY AND THE US COMMERCE DEPARTMENTS ECONOMIC DEVELOPMENT ADMINISTRATION. ESTIMATED 66 STAFF DAYS WERE SPENT ON THESE PROJECTS, THE LATTER OF WHICH WILL BE A MORE MAJOR EFFORT IN 2012. 563273 178946 7302553 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 14 0 1 55 1 0 0 0 0 0 0 0 0 0 0 X 9 8 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 MI X DIANA BUDZYNSKI 8884146682 47911 HALYARD DRIVE PLYMOUTH MI 481708064 ED WOLKING JR 0.50 X 0 0 0 JAY BARON 0.50 X 0 0 0 DOUGLAS J SMITH 0.50 X 0 0 0 NANCY AYRES 0.50 X 0 0 0 JEFF MASON 0.50 X 0 0 0 PETER ROSENKRANDS 0.50 X 0 0 0 ROBERT PEUTERBAUGH 0.50 X 0 0 0 KEN ROGERS 0.50 X 0 0 0 MICHAEL J COAST 40.00 X X 187740 0 26491 BRUCE KNAPP 40.00 X 156118 0 21632 ROBERT LYSCAS 40.00 X 140567 0 21193 DANIEL LURIA 35.00 X 104982 0 21863 ROGER TOMLINSON 40.00 X 116604 0 7117 ROBERT HESS 40.00 X 111268 0 19409 MIKE VINCENT 40.00 X 113316 0 5221 930595 0 122926 9 0 1 0 CJPS ENTERPRISES LLC 2333 E WALTON BLVD AUBURN HILLS MI 48326 CONSULTING 745275 RIGHT PLACE PROGRAM 161 OTTAWA AVENUE NW SUITE 400 GRAND RAPIDS MI 49503 CONSULTING 670658 PROCUREMENT TECHNICAL ASSISTANCE CENTERS 515 N WASHINGTON SUITE 300 SAGINAW MI 48607 CONSULTING 465191 NORTHWESTERN MICHIGAN COLLEGE 1701 E FRONT STREET TRAVERSE CITY MI 496863016 CONSULTING 283040 SAGINAW VALLEY STATE UNIVERSITY 7400 BAY ROAD UNIVERSITY CENTER SAGINAW MI 48710 CONSULTING 158859 5 6505372 6505372 TRAINING AND CONSULTIN 541900 2319949 2319949 2319949 15420 15420 14 14 292131 0 292131 292131 292131 OTHER INCOME 900099 41642 41642 41642 9174528 2319949 0 349207 395114 181958 213156 3258519 3258519 103950 103950 570735 570735 239674 239674 32992 32992 26355 26355 98868 98868 1190172 1190172 4743 4743 266798 266798 821844 284421 537423 166715 166715 67248 67248 81077 81077 41197 41197 OUTSIDE SERVICES 1473124 1473124 REPAIR & MAINTENANCE 129757 129757 BAD DEBT EXPENSE 41863 41863 SALES COMMISSION 6042 6042 9016787 7302553 1714234 0 332 299 3073010 3072252 1629879 1242413 269061 302229 1870501 1605781 345499 264720 152000 152000 5469781 5033913 1500530 977040 187149 117030 1687679 1094070 X 3782102 3939843 3782102 3939843 5469781 5033913 157741 0 X 0 1 0 X 1 1 X 5696776 5711263 8086637 9336824 6505372 35336872 5696776 5711263 8086637 9336824 6505372 35336872 35336872 668845 503448 453412 439740 307565 2373010 46320 11045 31949 23168 41642 154124 37864006 11023210 0.93330 0.92610 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 1 98868 0 0 0 98868 0 PART IV, SUPPLEMENTAL INFORMATION: PART II-B, LINE 1(B) AND 1(F): THE INDUSTRIAL TECHNOLOGY INSTITUTE DBA MICHIGAN MANUFACTURING TECHNOLOGY CENTER EMPLOYS THE SERVICES OF MIDWEST STRATEGY GROUP AND AMERICAN SMALL MANUFACTURING COALITION TO KEEP INFORMED OF PENDING REGULATORY, LEGISLATIVE, AND OTHER DECISIONS THAT COULD HAVE AN IMPACT ON ITS FUTURE PUBLIC FUNDING OUTLOOK. THIS ACTIVITY IS PRIMARILY ADVISORY IN NATURE. IN ADDITION, SEVERAL STAFF MEMBERS SPEND A PORTION OF THEIR TIME PUBLICIZING THE IMPACT OF THEIR SERVICES AMONG MANUFACTURERS, CIVIC LEADERS, AND MEMBERS OF THE MICHIGAN DELEGATION AND THEIR STAFFS. 855335 622748 232587 373467 353788 19679 641699 629245 12454 264720 9174528 9016787 157741 157741 9174528 0 9174528 0 9174528 9016787 0 9016787 0 9016787 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE ORGANIZATION AND RECOGNIZE A TAX LIABILITY IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS OR OTHER APPLICABLE TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE ORGANIZATION AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2011 AND 2010, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE ORGANIZATION BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2008. X X 0 0 0 0 0 1 0 1 0 MICHAEL J COAST 172288 0 15452 0 0 0 8736 0 17755 0 214231 0 8736 0 BRUCE KNAPP 136579 0 12539 0 7000 0 6864 0 14768 0 177750 0 6864 0 ROBERT LYSCAS 129579 0 10988 0 0 0 6534 0 14659 0 161760 0 6438 0 PART I, LINE 6 COMPENSATION FOR PERFORMANCE PAY IS DEPENDENT UPON A PROFIT BEING EARNED IN THE CALENDAR YEAR, AND CALCULATED BASED UPON THE PERFORMANCE PAY PLAN APPROVED BY THE BOARD EACH YEAR. PART I, LINE 7 BRUCE KNAPP RECEIVED $7,000 FOR AN AUTOMOBILE ALLOWANCE IN FY 2011. FORM 990, PART VI, SECTION B, LINE 11 THE PRESIDENT AND VICE PRESIDENT REVIEW THE FORM 990 BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, EACH BOARD MEMBER MUST READ AND SIGN A WRITTEN FORM ON WHICH THEY DISCLOSE, OR ATTEST TO NOT HAVING, ANY SUCH CONFLICTS. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD'S COMPENSATION COMMITTEE REVIEWS THE BASE SALARIES OF THE PRESIDENT AND TWO VICE PRESIDENTS. THEY THEN MAKE ADJUSTMENTS AS THEY SEE FIT. THE BOARD USES COMPARATIVE SALARY DATA FROM OHTER MEP CENTERS, AS WELL AS OTHER SOURCES INCLUDING AMERICAN SMALL MANUFACTURING COALITION. THE LAST REVIEW TOOK PLACE ON MAY 7, 2010. FORM 990, PART VI, SECTION C, LINE 19 FINANCIAL STATEMENTS ARE FILED ON SITE AND AVAILABLE ON REQUEST; COMPANY POLICIES ARE ADDRESSED IN THE ORGANIZATION'S POLICY HANDBOOK.