2026-08-12T11:49:06-05:00 2025-09-30 521711839 COUNCILOR BUCHANAN & MITCHELL PC 7910 WOODMONT AVE STE 500 BETHESDA MD 20814 990 2024-10-01 520816670 UNIVERSITIES RESEARCH ASSOCIATION INC UNIV 2022931382 1140 19TH STREET NW 900 WASHINGTON DC 20036 JOHN C MESTER PRESIDENT & CEO 2022931382 2026-08-10 1 1 JOSEPH J BARRECA P00310073 3019860600 2026-08-10 2024 2025-03-06 01:10:19Z JOHN C MESTER 1140 19TH STREET NW 900 WASHINGTON DC 20036 10149166 0 X WWW.URA-HQ.ORG X 1965 DC TO FACILITATE AND MANAGE LABORATORIES FOR RESEARCH AND EDUCATION IN SCIENCE. 12 12 13 12 0 0 562779 553198 4041965 4979598 522103 1313100 4312 759 5131159 6846655 656688 531164 0 0 3414848 3784753 0 0 0 3298622 1908644 7370158 6224561 -2238999 622094 21005395 22971541 2043398 3255722 18961997 19715819 X UNIVERSITIES RESEARCH ASSOCIATION, INC. (URA) IS A NONPROFIT MEMBERSHIP CORPORATION ORGANIZED TO ENGAGE IN RESEARCH, DEVELOPMENT AND EDUCATION IN THE PHYSICAL AND BIOLOGICAL SCIENCES. THE MISSION OF URA IS TO ESTABLISH AND OPERATE IN THE NATIONAL INTEREST LABORATORIES AND FACILITIES FOR RESEARCH, DEVELOPMENT, AND EDUCATION IN THE PHYSICAL AND BIOLOGICAL SCIENCES TO EXPAND THE FRONTIERS OF KNOWLEDGE, FOSTER INNOVATION, AND PROMOTE THE EDUCATION OF FUTURE GENERATIONS OF SCIENTISTS. 0 0 989367 0 4507342 NTESS/SNL: URA WAS PART OF THE HONEYWELL PROPOSAL SUBMITTED BY ITS WHOLLY OWNED AFFILIATE, THE NATIONAL TECHNOLOGY & ENGINEERING SOLUTIONS OF SANDIA LLC (NTESS), THAT LED TO THE CONTRACT AWARDED IN DECEMBER 2016 BY DOE/NNSA TO MANAGE AND OPERATE SANDIA NATIONAL LABORATORIES. A NTESS-URA SUBCONTRACT FOR ASSURING SCIENTIFIC EXCELLENCE, PROMOTING THE TALENT PIPELINE AND FACILITATING STRATEGIC ENGAGEMENT WITH ACADEMIA BECAME EFFECTIVE OCTOBER 31, 2018 AND WAS VALID THROUGH APRIL 30, 2022. THIS SUBCONTRACT IS VALID FOR FIVE YEARS, OR THROUGH APRIL 30, 2027. THE NTESS-URA SUBCONTRACT WAS A SIGNIFICANT EXPANSION OF URA'S PROGRAM, WHICH INCLUDES URA EMPLOYEES ONSITE AT SANDIA. 592070 40000 472256 FRA/FERMILAB: FROM THE LABORATORY'S ESTABLISHMENT THROUGH DECEMBER 31, 2006, URA WAS RESPONSIBLE FOR ORGANIZING, DESIGNING, CONSTRUCTING, AND OPERATING THE FERMI NATIONAL ACCELERATOR LABORATORY (FERMILAB) UNDER CONTRACTS WITH THE U.S DEPARTMENT OF ENERGY AND ITS PREDECESSOR AGENCIES. FROM JANUARY 1, 2007 UNTIL DECEMBER 31, 2024, THE CONTRACT TO MANAGE AND OPERATE FERMILAB WAS AWARDED TO THE FERMI RESEARCH ALLIANCE, LLC (FRA) (FERMILAB CONTRACT), AN ILLINOIS NONPROFIT LIMITED LIABILITY COMPANY JOINTLY OWNED BY URA AND THE UNIVERSITY OF CHICAGO. THE FERMILAB CONTRACT WITH THE DOE WAS RECOMPETED IN 2024 AND WAS AWARDED TO FERMI FORWARD DISCOVERY GROUP, LLC (FERMIFORWARD). FERMI FORWARD IS A DELAWARE NONPROFIT LIMITED LIABILITY COMPANY COMPRISED OF URA AND THE UNIVERSITY OF CHICAGO. TWO INTEGRATED SUBCONTRACTORS, AMENTUM ENVIRONMENT & ENERGY, INC. AND LONGENECKER AND ASSOCIATES, INC., WERE PART OF THE FERMIFORWARD TEAMING ARRANGEMENT. THE NEW CONTRACT WAS AWARDED ON OCTOBER 1, 2024, AND AFTER A 90-DAY TRANSITION PERIOD, HAS AN INITIAL FIVE-YEAR TERM FROM JANUARY 1, 2025 UNTIL DECEMBER 31, 2029. EFFECTIVE JANUARY 1, 2025, URA CONTINUES TO MANAGE AND OPERATE FERMILAB UNDER THE NEW CONTRACT AS A MEMBER OF FERMIFORWARD. 485087 401893 0 URA VISITING SCHOLARS AWARDS: EFFECTIVE JANUARY 1, 2007, URA COMMITTED TO PROVIDE A MINIMUM OF $400,000 PER YEAR OVER FIVE YEARS TO SUPPORT MEMBER UNIVERSITY FACULTY AND STUDENTS TO PERFORM RESEARCH AT FERMILAB. IN 2012, 2016 AND AGAIN IN 2021, THE MEMBER INSTITUTIONS VOTED UNANIMOUSLY TO CONTINUE SUPPORT TO FERMILAB IN THE FORM OF THE VISITING SCHOLARS PROGRAM. THIS COMMITMENT IS FUNDED THROUGH A SERIES OF ANNUAL ASSESSMENTS OF $5,000 FROM EACH EXISTING URA MEMBER INSTITUTION, AND A ONE-TIME ASSESSMENT OF $10,000 FOR NEW MEMBERS. 267346 0 0 SNL FELLOWSHIP: IN 2022, URA ENTERED INTO A STRATEGIC PARTNERSHIP AGREEMENT WITH THE U.S. DEPARTMENT OF ENERGY AND OAK RIDGE INSTITUTE FOR SCIENCE AND EDUCATION (ORISE) IN SUPPORT OF THE SANDIA NATIONAL LABORATORIES' MISSION OF RESEARCH, DEVELOPMENT, AND EDUCATION IN THE PHYSICAL AND BIOLOGICAL SCIENCES TO PROMOTE THE EDUCATION OF FUTURE GENERATIONS OF SCIENTISTS. UNDER THIS PARTNERSHIP, URA HAS ESTABLISHED A RESEARCH PARTICIPATION PROGRAM TO PROVIDE OPPORTUNITIES FOR POST-DOCTORAL RESEARCH, POST-GRADUATES, STUDENTS AND UNIVERSITY FACULTY, AND ESTABLISHED SCIENTISTS TO CONDUCT RESEARCH, PARTICIPATE IN URA INITIATIVES AND RECEIVE FINANCIAL SUPPORT FOR URA BASED ACADEMIC ACTIVITIES AT SANDIA NATIONAL LABORATORIES, AS WELL AS OTHER URA -AFFILIATED FACILITIES. ORISE IS ADMINISTERING THE PROGRAM, AND PROGRAM AWARDS ARE CONDITIONAL UPON THE APPROVAL OF APPLICATIONS AND ACTUAL COSTS INCURRED. THE ESTIMATED PROGRAM COST IS $1,200,000 THROUGH SEPTEMBER 30, 2026. 96669 89271 0 PIERRE AUGER: URA PROVIDED DIRECT FINANCIAL SUPPORT TO THE PIERRE AUGER PROJECT THROUGH A GRANT FROM NATIONAL SCIENCE FOUNDATION. 24701 0 0 RESEARCH AND OTHERS: CONSIST OF VARIOUS INITIATIVES TO DESIGN NEW PROGRAMS. 388716 89271 0 2455240 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 1 1 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 28 0 1 13 1 0 0 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 NM X NAVNEET KAUR 2022931382 1140 19TH STREET NW 900 WASHINGTON DC 20036 TIMOTHY D SANDS CHAIR, BOARD OF TRUSTEES 2.00 X X 0 0 0 WILLIAM H JOYCE VICE CHAIR, BOARD OF TRUSTEES 2.00 1.00 X X 0 0 0 BARRY BARISH BOARD OF TRUSTEES MEMBER 1.00 X 0 0 0 NEELI BENDAPUDI BOARD OF TRUSTEES MEMBER 1.00 X 0 0 0 GREGORY L FENVES BOARD OF TRUSTEES MEMBER 1.00 X 0 0 0 LISA FREEMAN BOARD OF TRUSTEES MEMBER 1.00 X 0 0 0 REX GEVEDEN BOARD OF TRUSTEES MEMBER 1.00 X 0 0 0 JONATHAN HOLLOWAY BOARD OF TRUSTEES MEMBER 1.00 X 0 0 0 DAVID LEEBRON BOARD OF TRUSTEES MEMBER 1.00 X 0 0 0 HARRIS PASTIDES BOARD OF TRUSTEES MEMBER 1.00 X 0 0 0 ROBERT C ROBBINS BOARD OF TRUSTEES MEMBER 1.00 X 0 0 0 GARNETT S STOKES BOARD OF TRUSTEES MEMBER 1.00 X 0 0 0 JOHN C MESTER PRESIDENT & CEO 38.00 2.00 X 554905 0 77581 MARY H EGGER CHIEF COUNSEL (UNTIL 3/2025) 40.00 X 354143 0 35462 NAVNEET KAUR CFO & TREASURER 40.00 X 265140 0 37195 TED M WACKLER VICE PRESIDENT & SECRETARY 39.00 1.00 X 378974 0 37988 JOHN T LUCAS GENERAL COUNSEL (FROM 2/2025) 40.00 X 0 0 0 DAVID SCHULTZ DIRECTOR, USSO 40.00 X 339829 0 35098 DAVETTA TRUJILLO BUSINESS & FINANCE MANAGER, USSO 40.00 X 136203 0 25376 TIGI GEBEYEHU SENIOR FINANCE & OPERATIONS ANALYST 40.00 X 158684 0 32116 CLAUDETTE ROSADO-REYES DIRECTOR, PROGRAMS & PARTNERSHIPS 40.00 X 168490 0 29538 LOURDES GARCIA-RUIZ SENIOR PROGRAM ASSOCIATE 40.00 X 112755 0 15712 CINDY ACHAT-MENDES DIRECTOR, STEM INITIATIVES 40.00 X 159891 0 18114 2629014 0 344180 10 0 1 0 SE&C 710 GEORGE WASHINGTON WAY STE G RICHLAND WA 99352 PROGRAM CONSULTING SERVICES 3023240 MARCUM LLP 1899 L ST NW STE 850 WASHINGTON DC 20036 FINANCIAL & HR CONSULTING SERVICES 156791 2 98198 455000 553198 GOVERNMENT CONTRACTS 900099 4507342 4507342 DISTRIBUTIONS FROM FFDG 900099 478448 478448 DISTRIBUTIONS FROM FRA 900099 -6192 -6192 4979598 617258 617258 3998353 3302511 695842 695842 695842 OTHER INCOME 900099 759 759 759 6846655 4979598 0 1313859 X 374384 374384 40000 40000 116780 116780 2337712 601410 1736302 1031944 657843 374101 103031 65158 37873 114568 46211 68357 197498 75460 122038 7777 7777 202130 202130 38101 38101 774122 71677 702445 40509 10164 30345 70859 32992 37867 252182 69287 182895 140972 26656 114316 45577 18067 27510 15519 6152 9367 AWARDS AND SPONSORSHIPS 277105 236105 41000 MEMBERSHIP DUES & LICEN 22223 20 22203 EQUIPMENT 18734 6794 11940 JOURNALS, PUBLICATIONS 2834 80 2754 6224561 2455240 3769321 0 100 100 2970069 3665999 130000 105000 930065 1066131 84755 237690 134164 107375 72366 26789 16127080 15346270 485536 588294 205424 1935268 21005395 22971541 1647970 1195309 134072 76501 261356 1983912 2043398 3255722 X 18309233 19050137 652764 665682 18961997 19715819 21005395 22971541 622094 131728 0 X X 0 1 X 1 0 X 74218 531360 581318 562779 553198 2302873 74218 531360 581318 562779 553198 2302873 2302873 356432 550760 550542 602652 617258 2677644 1887 4312 759 6958 4987475 23951681 0.46170 0.48400 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2020 AMOUNT: $ 1,887. 2021 AMOUNT: $ 0. 2022 AMOUNT: $ 0. 2023 AMOUNT: $ 4,312. 2024 AMOUNT: $ 759. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 16552 15215 1337 117612 92160 25452 26789 RIGHT-OF-USE ASSET - OPERATING 1869144 WORKING CAPITAL ADVANCE TO THE DEPARTMENT OF ENERGY 40000 SECURITY DEPOSITS 26124 1935268 LEASE LIABILITY - OPERATING 1939526 DUE TO FERMI RESEARCH ALLIANCE, LLC 34540 DUE TO FERMI FORWARD DISCOVERY GROUP, LLC 9846 1983912 X 6959922 131728 19640 151368 6808554 38101 38101 6846655 6206100 19640 19640 6186460 38101 38101 6224561 PART X, LINE 2: URA HAS RECEIVED A LETTER FROM THE INTERNAL REVENUE SERVICE (IRS) INDICATING THAT IT HAS BEEN RECOGNIZED BY THE IRS AS TAX-EXEMPT UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC) AND, AS SUCH, EXCEPT FOR TAXES PERTINENT TO UNRELATED BUSINESS INCOME, IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES. URA HAD NO UNRELATED BUSINESS INCOME IN 2025 AND 2024. NO PROVISION HAS BEEN MADE FOR INCOME TAXES IN THE ACCOMPANYING FINANCIAL STATEMENTS. URA HAS ANALYZED ITS TAX POSITIONS TAKEN FOR FILINGS WITH THE INTERNAL REVENUE TAXING AUTHORITIES. AS OF SEPTEMBER 30, 2025 AND 2024, IT BELIEVES THAT THE TAX FILING POSITIONS WILL BE SUSTAINED UPON EXAMINATION AND DOES NOT ANTICIPATE ANY ADJUSTMENTS THAT WOULD RESULT IN A MATERIAL ADVERSE EFFECT ON ITS FINANCIAL POSITION, CHANGES IN NET ASSETS, OR CASH FLOWS. GENERALLY, URA'S TAX RETURNS REMAIN OPEN FOR FEDERAL AND STATE INCOME TAX EXAMINATION FOR THREE YEARS FROM THE DATE OF FILING. 1 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 GRANTS TO RECIPIENTS LOCATED IN THE REGION 116780 0 0 0 0 0 0 116780 0 116780 EUROPE (INCLUDING ICELAND & GREENLAND) RESEARCH 89271 WIRE TRANSFER 0 EUROPE (INCLUDING ICELAND & GREENLAND) RESEARCH 11668 RESEARCH 0 EUROPE (INCLUDING ICELAND & GREENLAND) RESEARCH 10291 RESEARCH 0 EUROPE (INCLUDING ICELAND & GREENLAND) RESEARCH 5550 RESEARCH 0 4 0 0 0 0 0 0 PART I, LINE 2: UNIVERSITIES RESEARCH ASSOCIATION, INC. (URA) HAS COMPLETE MANAGERIAL CONTROL OVER THE COLLECTION OF VISITING SCHOLAR ASSESSMENTS (VSP) FUNDS AND THE DISPOSITION OF AWARDS FROM THOSE FUNDS. IN ORDER TO ACCOMPLISH THE AWARD PROCESS URA PRESIDENT SOLICITS SCIENTISTS FROM THE MEMBERSHIP TO SERVE ON THE PEER REVIEW COMMITTEE TO REVIEW RESEARCH PROPOSALS AND RECOMMEND AWARDS. DURING THOSE MEETINGS THE PRESIDENT IS AN ACTIVE PARTICIPANT, PROVIDES COMMENTARY AND ENFORCEMENT OF URA GUIDELINES, AND CAN INDICATE WHEN A POTENTIAL AWARD IS NOT IN KEEPING WITH THOSE GUIDELINES (INCLUDING MEMBERS IN QUESTIONABLE STANDING WHO MAY BE BEHIND ON ASSESSMENTS). IN PROVIDING PROGRESS PAYMENTS FOR THE VSP AWARDS, URA PROVIDES THE AWARDED INSTITUTIONS WITH A COPY OF THE AWARD DOCUMENT (INDICATING THE APPROVED AMOUNTS BY LINE ITEM CATEGORY AND THE AWARD PERIOD). PROGRESS PAYMENTS ARE MADE TO THE INSTITUTION, NOT THE PRINCIPAL INVESTIGATOR. THE INSTITUTIONAL BILLING COMES THROUGH THEIR OFFICE OF GRANTS AND CONTRACTS AND IS CERTIFIED, BY SIGNATURE, THAT THE BILLING IS APPROPRIATE, WITHIN THE SCOPE OF THE AWARD AND ITS BUDGETED PURPOSES, AND HAS BEEN DULY EXPENDED). 1 TEXAS A&M UNIVERSITY 400 HARVEY MITCHELL PARKWAY SOUTH COLLEGE STATION TX 77845 746000531 501(C)3 5059 0 RESEARCH UNIVERSITY OF CALIFORNIA SANTA BARBARA 3201 SAASB BUILDING PAYROLL OFFICE SANTA BARBARA CA 93106 956006145 501(C)3 5084 0 RESEARCH UNIVERSITY OF CINCINNATI PO BOX 932641 CLEVELAND OH 44193 316000989 501(C)3 5396 0 RESEARCH INDIANA UNIVERSITY 1024 EAST 3RD STREET ROOM 132 BLOOMINGTON IN 47405 356001673 501(C)3 5563 0 RESEARCH WAYNE STATE UNIVERSITY 5700 CASS AVE STE 3800 DETROIT MI 48202 386028429 501(C)3 8781 0 RESEARCH ILLINOIS INSTITUTE OF TECHNOLOGY 3424 SOUTH STATE STREET TC-4TH FLOOR CHICAGO IL 60616 362170136 501(C)3 10000 0 RESEARCH THE UNIVERSITY OF TENNESSEE 2240 SUTHERLAND AVENUE SUITE 2 KNOXVILLE TN 37919 626001636 501(C)3 10043 0 RESEARCH FLORIDA STATE UNIVERSITY PO BOX 282 TALLAHASSEE FL 32302 591961248 501(C)3 11751 0 RESEARCH UNIVERSITY OF FLORIDA PO BOX 113201 GAINESVILLE FL 32611 596002052 501(C)3 13458 0 RESEARCH UNIVERSITY OF IOWA 105 JESSIP HALL IOWA CITY IA 52242 426004813 501(C)3 15176 0 RESEARCH KANSAS STATE UNIVERSITY 105 ANDERSON HALL MANHATTAN KS 66506 480771751 501(C)3 8208 0 RESEARCH COLLEGE OF WILLIAM & MARY PO BOX 8795 WILLIAMSBURG VA 23187 546001718 501(C)3 16821 0 RESEARCH REGENTS OF UNIVERSITY OF MINNESOTA NW 5957 PO BOX 1450 MINNEAPOLIS MN 55485 416007513 501(C)3 19870 0 RESEARCH UNIVERSITY OF OREGON 1585 E 13TH AVE EUGENE OR 97403 464727800 501(C)3 20000 0 RESEARCH UNIVERSITY OF KENTUCKY STURGILL DEVELOPMENT BUILDING LEXINGTON KY 40506 616001218 501(C)3 22952 0 RESEARCH UNIVERSITY OF ILLINOIS 28392 NETWORK PLACE CHICAGO IL 60673 376000511 501(C)3 28514 0 RESEARCH STONY BROOK UNIVERSITY 100 NICOLLS ROAD STONY BROOK NY 11794 141368361 501(C)3 25944 0 RESEARCH UNIVERSITY OF HOUSTON 4543 POST OAK PLACE DR STE 250 HOUSTON TX 77027 746001399 501(C)3 27585 0 RESEARCH RUTGERS STATE UNIV OF NEW JERSEY 33 KNIGHTSBRIDGE RD RM C281 PISCATAWAY NJ 08854 226001086 501(C)3 30910 0 RESEARCH UNIVERSITY OF TEXAS AT ARLINGTON BOX 19198 701 S NEDDERMAN DR ARLINGTON TX 76019 756000121 501(C)3 31000 0 RESEARCH UNIVERSITY OF MISSISSIPPI 306E KINARD 207 REBEL DR UNIVERSITY MS 38677 646001159 501(C)3 39243 0 RESEARCH 21 0 RESEARCH AWARD 4 40000 PART I, LINE 2: URA HAS COMPLETE MANAGERIAL CONTROL OVER THE COLLECTION OF VSP FUNDS AND THE DISPOSITION OF AWARDS FROM THOSE FUNDS. IN ORDER TO ACCOMPLISH THE AWARD PROCESS THE PRESIDENT SOLICITS SCIENTISTS FROM THE MEMBERSHIP TO SERVE ON THE PEER REVIEW COMMITTEE TO REVIEW RESEARCH PROPOSAL AND RECOMMEND AWARDS. DURING THOSE MEETING THE PRESIDENT IS AN ACTIVE PARTICIPANT, PROVIDES COMMENTARY AND ENFORCEMENT OF URA GUIDELINES, AND CAN INDICATE WHEN A POTENTIAL AWARD IS NOT IN KEEPING WITH THOSE GUIDELINES (INCLUDING MEMBERS IN QUESTIONABLE STANDING WHO MAY BE BEHIND ON ASSESSMENTS). IN PROVIDING PROGRESS PAYMENTS FOR THE VSP AWARDS, URA PROVIDES THE AWARDED INSTITUTIONS WITH A COPY OF THE AWARD DOCUMENT (INDICATING THE APPROVED AMOUNT BY LINE ITEM CATEGORY AND THE AWARD PERIOD). PROGRESS PAYMENTS ARE MADE TO THE INSTITUTION, NOT THE PRINCIPAL INVESTIGATOR. THE INSTITUTIONAL BILLING COMES THROUGH THEIR OFFICE OF GRANTS AND CONTRACTS AND IS CERTIFIED, BY SIGNATURE, THAT THE BILLING IS APPROPRIATE, WITHIN THE SCOPE OF THE AWARD AND ITS BUDGETED PURPOSES, AND HAS BEEN DULY EXPENDED). X X X 0 0 0 0 0 0 0 0 0 JOHN C MESTER PRESIDENT & CEO 509905 0 45000 0 0 0 34500 0 43081 0 632486 0 0 0 TED M WACKLER VICE PRESIDENT & SECRETARY 358974 0 20000 0 0 0 34500 0 3488 0 416962 0 0 0 MARY H EGGER CHIEF COUNSEL (UNTIL 3/2025) 329143 0 25000 0 0 0 34490 0 972 0 389605 0 0 0 DAVID SCHULTZ DIRECTOR, USSO 317329 0 22500 0 0 0 33933 0 1165 0 374927 0 0 0 NAVNEET KAUR CFO & TREASURER 245140 0 20000 0 0 0 26656 0 10539 0 302335 0 0 0 CLAUDETTE ROSADO-REYES DIRECTOR, PROGRAMS & PARTNERSHIPS 165990 0 2500 0 0 0 17017 0 12521 0 198028 0 0 0 TIGI GEBEYEHU SENIOR FINANCE & OPERATIONS ANALYST 146184 0 12500 0 0 0 16226 0 15890 0 190800 0 0 0 CINDY ACHAT-MENDES DIRECTOR, STEM INITIATIVES 157391 0 2500 0 0 0 15969 0 2145 0 178005 0 0 0 DAVETTA TRUJILLO BUSINESS & FINANCE MANAGER, USSO 133703 0 2500 0 0 0 13793 0 11583 0 161579 0 0 0 PART I, LINE 3 COMPENSATION SURVEYS PUBLISHED BY INDEPENDENT THIRD-PARTY ORGANIZATIONS AND OFFICERS AND KEY EMPLOYEES ARE COLLECTED EACH YEAR BY THE GENERAL COUNSEL SALARY INFORMATION FROM FILED FORMS 990 OF COMPARABLE ORGANIZATIONS AND PRESENTED TO THE EXECUTIVE COMMITTEE. FORM 990, PART VI, SECTION A, LINE 1A EXECUTIVE COMMITTEE OF THE BOARD COMPOSED OF THE CHAIR OF THE BOARD OF TRUSTEES, THE PRESIDENT OF THE CORPORATION, AND NOT FEWER THAN THREE OR MORE THAN FIVE OTHER TRUSTEES AS THE BOARD OF TRUSTEES MAY DETERMINE FROM TIME TO TIME AT ITS ANNUAL MEETING. THE CHAIR OF THE BOARD OF TRUSTEES SHALL BE THE CHAIR OF THE EXECUTIVE COMMITTEE OF THE BOARD. EXECUTIVE COMMITTEE OF THE BOARD SHALL, IN THE INTERVALS BETWEEN THE MEETINGS OF THE BOARD OF TRUSTEES, HAVE THE IMMEDIATE CHARGE, MANAGEMENT, AND CONTROL OF THE ACTIVITIES AND AFFAIRS OF THE CORPORATION, AND IT SHALL HAVE FULL POWER TO DO ANY AND ALL THINGS IN RELATION TO THE ACTIVITIES AND AFFAIRS OF THE CORPORATION, AND TO EXERCISE ANY POWERS OF THE BOARD OF TRUSTEES WHICH ARE NOT SPECIFICALLY REQUIRED BY LAW OR BY THESE BYLAWS TO BE DONE OR EXERCISED BY THE FULL BOARD. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS 92 INSTITUTIONAL UNIVERSITY MEMBERS, EACH REPRESENTED IN THE COUNCIL OF PRESIDENTS (COP) BY THE UNIVERSITY PRESIDENT OR CHANCELLOR. FORM 990, PART VI, SECTION A, LINE 7A EACH MEMBER OF THE COP HAS ONE VOTE. THE COP ELECTS MEMBERS OF THE BOARD OF TRUSTEES BY THE MAJORITY OF VOTES CAST. FORM 990, PART VI, SECTION A, LINE 7B THE COP MAY DISAPPROVE ANY ASSESSMENTS FIXED BY THE BOARD OF TRUSTEES; ELECT NEW MEMBER UNIVERSITIES NOMINATED BY THE BOARD; AND APPROVE ANY AMENDMENTS TO THE BYLAWS PROPOSED BY THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B MANAGEMENT AND ITS EXTERNAL ACCOUNTANTS REVIEWED THE FORM 990. THEN THE AUDIT COMMITTEE, WHICH ASSUMED THE PRINCIPAL RESPONSIBILITY FOR REVIEWING THE FORM 990 ON BEHALF OF THE BOARD OF TRUSTEES, REVIEWED THE FORM 990 AND APPROVED IT FOR FILING. THE FULL BOARD RECEIVED A COPY OF THE FORM 990 PRIOR TO ITS FILING. FORM 990, PART VI, SECTION B, LINE 12C IN ADDITION TO THE ANNUAL ACKNOWLEDGEMENT OF THE CONFLICT OF INTEREST POLICY AND DISCLOSURE OF ANY CONFLICTS, ALL OFFICERS AND TRUSTEES ARE UNDER A CONTINUING AND AFFIRMATIVE OBLIGATION TO DISCLOSE ANY CONFLICTS THAT MAY COME UP DURING THE YEAR. TRUSTEES AND MEMBERS OF COMMITTEES REPORT ANY CONFLICTS TO THE BOARD AND GENERAL COUNSEL, AND OTHER OFFICERS REPORT ANY CONFLICTS TO THE PRESIDENT AND GENERAL COUNSEL. THE BOARD RESOLVES ISSUES AMONG BOARD AND COMMITTEE MEMBERS IN CONSULTATION WITH THE GENERAL COUNSEL AND PRESIDENT, AND THE PRESIDENT RESOLVES ISSUES INVOLVING OTHER OFFICERS IN CONSULTATION WITH THE GENERAL COUNSEL. RECUSAL FROM ANY CONFLICTED MATTER IS THE PRACTICE. THE URA EMPLOYEE MANUAL ALSO CONTAINS A CONFLICT OF INTEREST POLICY COVERING ALL EMPLOYEES, AND IT DESCRIBES THE PROCESS FOR UNIVERSITIES RESEARCH ASSOCIATION, INC. 52-0816670 DISCLOSURE TO THE PRESIDENT AND RESOLUTION OF ANY CONFLICTS. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION SURVEYS PUBLISHED BY INDEPENDENT THIRD-PARTY ORGANIZATIONS AND SALARY INFORMATION FROM FILED 990 REPORTS OF COMPARABLE ORGANIZATIONS' OFFICERS AND KEY EMPLOYEES ARE COLLECTED EACH YEAR BY THE GENERAL COUNSEL AND PRESENTED TO THE EXECUTIVE COMMITTEE OF THE BOARD, WHICH MAKES A COMPENSATION RECOMMENDATION TO THE FULL BOARD FOR ITS APPROVAL. PERIODICALLY, MOST RECENTLY, IN 2022, URA CONTRACTS WITH AN INDEPENDENT ENTITY TO COLLECT AND PROVIDE COMPARABLE COMPENSATION DATA. THE EXECUTIVE COMMITTEE AND BOARD CONDUCT THEIR DECISION-MAKING WITH MEMBERS ONLY. COMMITTEE AND BOARD MINUTES AND A MEMORANDUM FROM THE BOARD CHAIR DOCUMENT THIS PROCESS AND DECISION. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2022. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 71,677. MANAGEMENT AND GENERAL EXPENSES 702,445. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 774,122. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS NOT MADE CHANGES TO EITHER ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR. JEFFERSON SCIENCE AND ENGINEERING LLC 1140 19TH ST NW STE 900 WASHINGTON DC 20036 994089510 TO BID FOR A NEW GOVERNMENT CONTRACT DE 0 0 UNIVERSITIES RESEARCH ASSOCIATION INC FERMI RESEARCH ALLIANCE LLC PO BOX 500 BATAVIA IL 60510 571239010 RESEARCH IL 501(C)(3) LINE 7 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1