Civic Intelligence

Autm Foundation

990 • Fiscal year 2019 • EIN 14-2000899

Jan 01, 2019 to Dec 31, 2019 • Filed on Aug 24, 2020

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

30th percentile

0.00x

Higher debt load relative to assets than 30% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

28th percentile

0.00x

Higher debt load relative to revenue than 28% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Net Margin

42nd percentile

0.7%

Higher net margin than 42% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2019

Asset Growth

35th percentile

-1.2%

Faster asset growth than 35% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

88th percentile

56%

Faster revenue growth than 88% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets30th percentile

Assets

Down

$207,652

Down $2,625 (-1.2%) from 2018

Net Assets

Up

$207,457

Up $5,154 (+2.5%) from 2018

Liabilities

Down

$195

Down $7,779 (-98%) from 2018

Revenue And Expenses
Liabilities / Revenue28th percentileNet Margin42nd percentile

Revenue

Up

$768,243

Up $275,482 (+56%) from 2018

Expenses

Up

$763,089

Up $343,204 (+82%) from 2018

Net Income

Down

$5,154

Down $67,722 (-93%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth35th 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 2019: $207,652Liabilities 2019: $195Net Assets 2019: $207,4572019Assets 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

2019

Assets$207,652
Liabilities$195
Net Assets$207,457
Open 2019 Filing

Operations Trend

Revenue Growth88th 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 2019: $768,243Expenses 2019: $763,089Net Income 2019: $5,1542019Revenue 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

2019

Revenue$768,243
Expenses$763,089
Net Income$5,154
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Aug 24, 2020
Return Version
2019v5.1
Gross Receipts
$768,243
Mission and Program Overview

Mission

The core purpose of the autm foundation is to support and enhance the efforts of the association of university technology managers, inc. ("autm") to advance academic technology transfer globally.

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$210,277$207,652▼ $2,625
Total Assets$210,277$207,652▼ $2,625
Liabilities
Accounts Payable and Accrued Expenses$7,974$195▼ $7,779
Total Liabilities$7,974$195▼ $7,779
Net Assets / Fund Balance
Net Assets With Donor Restrictions$158,737$202,303▲ $43,566
Net Assets Without Donor Restrictions$43,566$5,154▼ $38,412
Total Net Assets Fund Balance$202,303$207,457▲ $5,154
Total Liabilities and Net Assets / Fund Balance$210,277$207,652▼ $2,625
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Laura Schoppe MBA MSE RTTPChairman
Carl Gulbrandsen PhD JDDirector
Holly MeadowsDirector
Kathleen A Denis PhD CLPDirector
Ken PorterDirector
Linda PullanDirector
Nichole MercierDirector
Yatin Karpe PhdDirector
John Perchorowicz PhD RTTPTreasurer / AUTM Board Rep
Christopher YochimSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$768,243
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$768,243
Change in Net Assets
$5,154
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$763,089
Total Fundraising Expense$190,678
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$108,696$96,548$130,079$335,323
Travel$148,827$28,222$28,222$205,271
Conferences and Meetings$148,414$28,143$28,143$204,700
Fees for Services Other$0$6,265$0$6,265
Fees for Services Accounting$0$5,330$0$5,330
Advertising$1,059$0$4,234$5,293
Office Expenses$0$907$0$907
Total Functional Expenses$406,996$165,415$190,678$763,089
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 35% controlled entity
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
2020-08-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John Perchorowicz
Formed
2007
Legal Domicile
Fl
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
192

Preparer

Firm
ProActive Tax & Accounting
Address
303 SW 140th Terrace, Jonesville, FL 32669
Preparer
Pam Burns
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 305455. 90745. 649274.”

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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 305455. 90745. 649274.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Pt VI, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Pt VI, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990, Part III, Line 4d
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IRS990ScheduleR/AssetSaleToOtherOrgInd0false
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IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0Association of University Technology Managers
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0363011951
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(c)(6)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0IL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0Academic technology transfer
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt01 Parkview Plaza Ste 800
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0Villa Park
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0IL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd060181
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0210277
IRS990/TotalAssetsEOYAmt0207652
IRS990/TotalAssetsGrp/BOYAmt0210277
IRS990/TotalAssetsGrp/EOYAmt0207652
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0768243
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt0190678
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0165415
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0406996
IRS990/TotalFunctionalExpensesGrp/TotalAmt0763089
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt07974
IRS990/TotalLiabilitiesEOYAmt0195
IRS990/TotalLiabilitiesGrp/BOYAmt07974
IRS990/TotalLiabilitiesGrp/EOYAmt0195
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0202303
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0207457
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOtherProgSrvcExpenseAmt0305455
IRS990/TotalOtherProgSrvcGrantAmt090745
IRS990/TotalOtherProgSrvcRevenueAmt0649274
IRS990/TotalOthProgramServiceRevGrp/ExclusionAmt00
IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt00
IRS990/TotalOthProgramServiceRevGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalProgramServiceExpensesAmt0406996
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0768243
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt0192
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0210277
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0207652
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/FundraisingAmt028222
IRS990/TravelGrp/ManagementAndGeneralAmt028222
IRS990/TravelGrp/ProgramServicesAmt0148827
IRS990/TravelGrp/TotalAmt0205271
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt05203 SW 91st Terrace
IRS990/USAddress/CityNm0Gainesville
IRS990/USAddress/StateAbbreviationCd0FL
IRS990/USAddress/ZIPCd032608
IRS990/VotingMembersGoverningBodyCnt010
IRS990/VotingMembersIndependentCnt010
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0John Perchorowicz
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum08882886950
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-08-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AUTM Foundation
ReturnHeader/Filer/BusinessNameControlTxt0AUTM
ReturnHeader/Filer/EIN0142000899
ReturnHeader/Filer/PhoneNum08882886950
ReturnHeader/Filer/USAddress/AddressLine1Txt05203 SW 91st Terrace
ReturnHeader/Filer/USAddress/CityNm0Gainesville
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ReturnHeader/Filer/USAddress/ZIPCd032608
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/PreparationDt02021-11-04

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$207,652
Liabilities
$195
Net assets
$207,457
Revenue
$768,243
Expenses
$763,089
Net income
$5,154
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
2019Detailed filing. Detailed filing data is available for this year.$2.08$0.00$2.07$7.68$7.63$0.05
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