Civic Intelligence

Autm Foundation

990 • Fiscal year 2018 • EIN 14-2000899

Jan 01, 2018 to Dec 31, 2018 • Filed on May 09, 2019

Organization ProfileN/A
5203 SW 91st TerraceGainesville, FL 32608

(888) 288-6950

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

71st percentile

0.04x

Higher debt load relative to assets than 71% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

68th percentile

0.02x

Higher debt load relative to revenue than 68% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

70th percentile

15%

Higher net margin than 70% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

86th percentile

61%

Faster asset growth than 86% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

89th percentile

69%

Faster revenue growth than 89% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets71st percentile

Assets

Up

$210,277

Up $79,451 (+61%) from 2017

Net Assets

Up

$202,303

Up $72,877 (+56%) from 2017

Liabilities

Up

$7,974

Up $6,574 (+470%) from 2017

Revenue And Expenses
Liabilities / Revenue68th percentileNet Margin70th percentile

Revenue

Up

$492,761

Up $201,673 (+69%) from 2017

Expenses

Up

$419,885

Up $165,984 (+65%) from 2017

Net Income

Up

$72,876

Up $35,689 (+96%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth86th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$300K$200K$100K$0Assets 2016: $128,655Liabilities 2016: $34,177Net Assets 2016: $94,4782016Assets 2017: $130,826Liabilities 2017: $1,400Net Assets 2017: $129,4262017Assets 2018: $210,277Liabilities 2018: $7,974Net Assets 2018: $202,3032018Assets 2019: $273,500Liabilities 2019: $27,734Net Assets 2019: $245,7662019Assets 2020: $249,907Liabilities 2020: $83,525Net Assets 2020: $166,3822020Assets 2021: $215,933Liabilities 2021: $67,338Net Assets 2021: $148,5952021Assets 2022: $185,331Liabilities 2022: $72,864Net Assets 2022: $112,4672022Assets 2023: $218,305Liabilities 2023: $82,217Net Assets 2023: $136,0882023Assets 2024: $257,064Liabilities 2024: $55,116Net Assets 2024: $201,9482024

Highlighted filing

2018

Assets$210,277
Liabilities$7,974
Net Assets$202,303
Open 2018 Filing

Operations Trend

Revenue Growth89th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.0M$500K$0-$500KRevenue 2016: $251,990Expenses 2016: $157,512Net Income 2016: $94,4782016Revenue 2017: $291,088Expenses 2017: $253,901Net Income 2017: $37,1872017Revenue 2018: $492,761Expenses 2018: $419,885Net Income 2018: $72,8762018Revenue 2019: $751,492Expenses 2019: $708,028Net Income 2019: $43,4642019Revenue 2020: $20,392Expenses 2020: $74,043Net Income 2020: -$53,6512020Revenue 2021: $58,406Expenses 2021: $82,177Net Income 2021: -$23,7712021Revenue 2022: $130,867Expenses 2022: $127,420Net Income 2022: $3,4472022Revenue 2023: $190,531Expenses 2023: $166,910Net Income 2023: $23,6212023Revenue 2024: $175,521Expenses 2024: $109,661Net Income 2024: $65,8602024

Highlighted filing

2018

Revenue$492,761
Expenses$419,885
Net Income$72,876
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 9, 2019
Return Version
2018v3.1
Gross Receipts
$492,761
Mission and Program Overview

Mission

The core purpose of the AUTM Foundation is to support and enhance the

To support AUTM Association's efforts to build a better world via "advancing academic technology transfer globally" by creating awareness, building relationships and securing private support.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$130,826$210,277▲ $79,451
Total Assets$130,826$210,277▲ $79,451
Liabilities
Accounts Payable and Accrued Expenses$1,400$7,974▲ $6,574
Total Liabilities$1,400$7,974▲ $6,574
Net Assets / Fund Balance
Temporarily Rstr Net Assets$85,860$158,737▲ $72,877
Unrestricted Net Assets$43,566$43,566→ $0
Total Net Assets Fund Balance$129,426$202,303▲ $72,877
Total Liabilities and Net Assets / Fund Balance$130,826$210,277▲ $79,451
Compensation and Service Providers
Top Officer Pay76th percentile

Board Members and Trustees

NameTitle
Christopher YochimChairman
Carl Gulbrandsen PhD JDDirector
Holly MeadowsDirector
Kathleen A Denis PhD CLPDirector
Ken PorterDirector
Linda PullanDirector
John Perchorowicz PhD RTTPTreasurer / AUTM Board Rep
Laura Schoppe MBA MSE RTTPSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$492,761
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$492,761
Change in Net Assets
$72,876
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$419,885
Total Fundraising Expense$120,977
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management$69,367$61,616$83,015$213,998
Travel$123,167$23,356$23,356$169,879
Advertising$3,651$0$14,606$18,257
Fees for Services Accounting$0$9,865$0$9,865
Fees for Services Other$0$7,766$0$7,766
Office Expenses$0$120$0$120
Total Functional Expenses$196,185$102,723$120,977$419,885
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes
Filing and Contact Details

Filer

Filer Name
AUTM Foundation
EIN
14-2000899
Phone
8882886950
Address
5203 SW 91st Terrace, Gainesville, FL 32608

Signing Officer

Name
John Perchorowicz
Title
Treasurer
Phone
8882886950
Signed
2019-05-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John Perchorowicz
Formed
2007
Legal Domicile
Fl
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
192

Preparer

Firm
ProActive Tax & Accounting
Address
303 SW 140th Terrace, Jonesville, FL 32669
Preparer
Pam Burns CPA FCPA EA
Phone
3523337880
Supplemental Narrative

Additional Explanations

Other

“Continued from Part I, Line 1: through charitable, educational and scientific endeavors.”

Pt VI, Line 3

“The organization has delegated control over management duties customarily performed by or under the direct supervision of officers, directors or trustees to Kelly Markey of Kelmar Group Consulting, Inc. The organization has a signed consulting agreement to this effect.”

Pt VI, Line 7A

“The organization's by-laws provide that two directors are to be appointed by the board of directors of the Association of University Technology Managers, a related organization.”

Pt VI, Line 8B

“The organization does not have any committees with authority to act on behalf of the governing body.”

Pt VI, Line 11B

“A completed copy of Form 990 will be reviewed by the treasurer. A copy will also be distributed for review to each of the board members.”

Pt VI, Line 15A

“Compensation was reviewed and approved by the AUTM Association Board, a related party.”

Pt VI, Line 12C

“Officers and directors are required to sign a conflict of interest disclosure statement.”

Form 990, Part III, Line 4D

“Besides Technology Transfer Training, ATAIN and 126764. 0. 388845.”

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/ProgSrvcAccomActy2Grp/Desc0ATAIN AUTM has partnered with ATAIN (Access Technology Across Indiana) to provide a special opportunity for employees or students affiliated with an Indiana research institution to participate in AUTM's Central Region Meeting, where the chosen candidate(s) will have an extraordinary opportunity to participate in educational sessions and networking. Funds are provided to pay for meeting registration, three night hotel stay and one year AUTM membership, if applicable. All participants must be affiliated with research, technology transfer, industrial engagement or entrepreneurial units within the Indiana research institution for five years or less.
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IRS990/ProgSrvcAccomActy3Grp/Desc0Innovation The most successful innovations of our time have been achieved because of early funding and collaborative engagement that brought research findings from a lab into everyday practice. Over the next few years, AUTM will expand and enhance its services and programs to reach more members and provide easier access to information and training. Planned programs include Data & Metrics, Pilot Programs and Outreach & Engagement.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Continued from Part I, Line 1: through charitable, educational and scientific endeavors.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The organization has delegated control over management duties customarily performed by or under the direct supervision of officers, directors or trustees to Kelly Markey of Kelmar Group Consulting, Inc. The organization has a signed consulting agreement to this effect.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The organization's by-laws provide that two directors are to be appointed by the board of directors of the Association of University Technology Managers, a related organization.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The organization does not have any committees with authority to act on behalf of the governing body.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4A completed copy of Form 990 will be reviewed by the treasurer. A copy will also be distributed for review to each of the board members.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Compensation was reviewed and approved by the AUTM Association Board, a related party.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Officers and directors are required to sign a conflict of interest disclosure statement.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Besides Technology Transfer Training, ATAIN and 126764. 0. 388845.
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0Academic technology transfer
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd060181
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IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
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IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
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IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt085860
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt0158737
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0130826
IRS990/TotalAssetsEOYAmt0210277
IRS990/TotalAssetsGrp/BOYAmt0130826
IRS990/TotalAssetsGrp/EOYAmt0210277
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IRS990/TotalContributionsAmt0492761
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt0120977
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0102723
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0196185
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IRS990/TotalOtherCompensationAmt00
IRS990/TotalOtherProgSrvcExpenseAmt0126764
IRS990/TotalOtherProgSrvcGrantAmt00
IRS990/TotalOtherProgSrvcRevenueAmt0388845
IRS990/TotalOthProgramServiceRevGrp/ExclusionAmt00
IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt00
IRS990/TotalOthProgramServiceRevGrp/UnrelatedBusinessRevenueAmt00
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IRS990/TotalProgramServiceRevenueAmt00
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IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
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IRS990/TotReportableCompRltdOrgAmt00
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IRS990/TravelGrp/ManagementAndGeneralAmt023356
IRS990/TravelGrp/ProgramServicesAmt0123167
IRS990/TravelGrp/TotalAmt0169879
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IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt043566
IRS990/UnrestrictedNetAssetsGrp/EOYAmt043566
IRS990/UponRequestInd0X
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IRS990/USAddress/CityNm0Gainesville
IRS990/USAddress/StateAbbreviationCd0FL
IRS990/USAddress/ZIPCd032608
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0John Perchorowicz
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum08882886950
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AUTM Foundation
ReturnHeader/Filer/BusinessNameControlTxt0AUTM
ReturnHeader/Filer/EIN0142000899
ReturnHeader/Filer/PhoneNum08882886950
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ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0AD1C27F1680422C8D94AAC1267E4A804A827FC44
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt070.184.144.186
ReturnHeader/FilingSecurityInformation/IPDt02019-05-30
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm009:55:31
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ProActive Tax & Accounting
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0303 SW 140th Terrace
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Jonesville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd032669
ReturnHeader/PreparerPersonGrp/PhoneNum03523337880
ReturnHeader/PreparerPersonGrp/PreparationDt02019-05-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Pam Burns CPA FCPA EA
ReturnHeader/ReturnTs02019-05-30T09:55:47-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$210,277
Liabilities
$7,974
Net assets
$202,303
Revenue
$492,761
Expenses
$419,885
Net income
$72,876
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.57$0.55$2.02$1.76$1.10$0.66
2023Detailed filing. Detailed filing data is available for this year.$2.18$0.82$1.36$1.91$1.67$0.24
2022Detailed filing. Detailed filing data is available for this year.$1.85$0.73$1.12$1.31$1.27$0.03
2021Detailed filing. Detailed filing data is available for this year.$2.16$0.67$1.49$0.58$0.82$0.24
2020Detailed filing. Detailed filing data is available for this year.$2.50$0.84$1.66$0.20$0.74$0.54
2019Detailed filing. Detailed filing data is available for this year.$2.74$0.28$2.46$7.51$7.08$0.43
2018Detailed filing. Detailed filing data is available for this year.$2.10$0.08$2.02$4.93$4.20$0.73
2017Detailed filing. Detailed filing data is available for this year.$1.31$0.01$1.29$2.91$2.54$0.37
2016Detailed filing. Detailed filing data is available for this year.$1.29$0.34$0.94$2.52$1.58$0.94