Liabilities / Assets
88th percentile
Higher debt load relative to assets than 88% of similar nonprofits.
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.38x
Liabilities / Revenue
91st percentile
Higher debt load relative to revenue than 91% of similar nonprofits.
Net Margin
65th percentile
Higher net margin than 65% of similar nonprofits.
Top Officer Pay
78th percentile
Higher top officer pay than 78% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
71st percentile
Faster asset growth than 71% of similar nonprofits.
Revenue Growth
79th percentile
Faster revenue growth than 79% of similar nonprofits.
Balance Sheet
Assets
Up$218,305
Up $32,974 (+18%) from 2022
Net Assets
Up$136,088
Up $23,621 (+21%) from 2022
Liabilities
Up$82,217
Up $9,353 (+13%) from 2022
Revenue And Expenses
Revenue
Up$190,531
Up $59,664 (+46%) from 2022
Expenses
Up$166,910
Up $39,490 (+31%) from 2022
Net Income
Up$23,621
Up $20,174 (+585%) from 2022
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2023 to Dec 31, 2023
- Signed
- Nov 8, 2024
- Return Version
- 2023v5.1
- Gross Receipts
- $190,531
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.
Build a better world by advancing technology transfer globally. The Foundation's primary objectives are to: - increase awareness by sharing the impact and importance of technology transfer and economic development advocacy - support the technology transfer process from the laboratory to the marketplace - promote training and mentorship in the technology transfer field for professionals at every career stage - build the association's capacity to provide expertise and programs by engaging academic and industry leaders.
Program Services
| Description | Grants | Expenses |
|---|---|---|
| Technology transfer training program: there is a demand for well trained technology transfer professionals with strong scientific backgrounds specializing in invention disclosure and assessment, intellectual property management, marketing, licensing, startup company creation, operations, and leadership. However, these professions require substantial industry training beyond advanced education and research. The AUTM Foundation has developed a career-enhancing program designed to provide such training for science and engineer students interested in academic technology transfer. The AUTM Foundation continues to enhance current educational courses, while also developing new training opportunities that reflect the evolving needs of the growing technology transfer profession. | - | $122,945 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Colleen Loeffler | Executive Director | PT | $0 | - | - |
| Yatin Karpe | Chairman | - | $0 | - | - |
| Katie Pollard | Treasurer | - | $0 | - | - |
| Nichole Mercier | Secretary | - | $0 | - | - |
| Nichole Merli | Director | - | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- AUTM Foundation
- EIN
- 14-2000899
- Phone
- 2029601800
- Address
- 712 H Street NE 1611, Washington, DC 20002
Signing Officer
- Name
- Colleen Loeffler
- Title
- Executive Director
- Signed
- 2024-11-08
- Discuss with paid preparer
- Yes
Preparer
- Firm
- r r CPAs PSC
- Address
- 1025 Dove Run Rd Ste 305, Lexington, KY 40502
- Preparer
- Thomas Cory Reitz
- Phone
- 8593533100
Supplemental Narrative
Additional Explanations
Other Expenses.1002
“Office Expenses $1147”
Other Expenses.1003
“Information Technology $2973”
Other Expenses.1007
“Conferences, Conventions, and Meetings $121365”
Other Expenses.1012
“Insurance $574”
Other Expenses.1
“Miscellaneous $1579”
Other Expenses.2
“Bank Fees $658”
Other Assets.1006
“Pledges and Grants Receivable - Beginning $12000 Pledges and Grants Receivable - Ending $12000”
Total Liabilities.1001
“Accounts Payable and Accrued Expenses - Beginning $72864 Accounts Payable and Accrued Expenses - Ending $43217”
Total Liabilities.1003
“Deferred Revenue - Beginning $0 Deferred Revenue - Ending $39000”
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| ReturnHeader/BuildTS | 0 | 2024-10-15 13:58:12Z |
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| ReturnHeader/TaxPeriodBeginDt | 0 | 2023-01-01 |
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Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $218,305
- Liabilities
- $82,217
- Net assets
- $136,088
- Revenue
- $190,531
- Expenses
- $166,910
- Net income
- $23,621