Civic Intelligence

Utilization Technology Development Nfp

990 • Fiscal year 2024 • EIN 20-0923687

Apr 01, 2023 to Mar 31, 2024 • Filed on Nov 27, 2024

Organization Profilewww.UTD-CO.org
1700 S Mt Prospect RdDes Plaines, IL 60018-1804

(847) 768-0500

Siviq Scores

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

Liabilities / Assets

74th percentile

0.42x

Higher debt load relative to assets than 74% of similar nonprofits.

2024 filings • 501(c)6 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

71st percentile

0.51x

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

2024 filings • 501(c)6 • $5M-$10M nonprofits • Source year 2024

Net Margin

55th percentile

6.4%

Higher net margin than 55% of similar nonprofits.

2024 filings • 501(c)6 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

13th percentile

$0

Higher top officer pay than 13% of similar nonprofits.

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

2024 filings • 501(c)6 • $5M-$10M nonprofits • Source year 2024

Asset Growth

28th percentile

-0.0%

Faster asset growth than 28% of similar nonprofits.

2024 filings • 501(c)6 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

94th percentile

51%

Faster revenue growth than 94% of similar nonprofits.

2024 filings • 501(c)6 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets74th percentile

Assets

Flat

$8,420,481

Flat from 2024

Net Assets

Flat

$4,924,298

Flat from 2024

Liabilities

Flat

$3,496,183

Flat from 2024

Revenue And Expenses
Liabilities / Revenue71st percentileNet Margin55th percentile

Revenue

Flat

$6,816,482

Flat from 2024

Expenses

Flat

$6,380,688

Flat from 2024

Net Income

Flat

$435,794

Flat from 2024

Historical Trend

Balance Sheet Trend

Asset Growth28th percentile

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

$10M$5.0M$0Assets 2011: $4,572,534Liabilities 2011: $2,700,738Net Assets 2011: $1,871,7962011Assets 2012: $6,845,182Liabilities 2012: $4,178,551Net Assets 2012: $2,666,6312012Assets 2013: $5,250,729Liabilities 2013: $3,449,397Net Assets 2013: $1,801,3322013Assets 2014: $3,996,755Liabilities 2014: $2,423,396Net Assets 2014: $1,573,3592014Assets 2015: $4,133,359Liabilities 2015: $2,670,892Net Assets 2015: $1,462,4672015Assets 2016: $3,995,712Liabilities 2016: $2,872,507Net Assets 2016: $1,123,2052016Assets 2017: $5,423,571Liabilities 2017: $3,414,932Net Assets 2017: $2,008,6392017Assets 2018: $6,289,157Liabilities 2018: $3,719,363Net Assets 2018: $2,569,7942018Assets 2019: $7,485,348Liabilities 2019: $4,262,986Net Assets 2019: $3,222,3622019Assets 2020: $7,125,310Liabilities 2020: $4,033,988Net Assets 2020: $3,091,3222020Assets 2021: $6,670,551Liabilities 2021: $3,188,589Net Assets 2021: $3,481,9622021Assets 2022: $7,926,271Liabilities 2022: $2,305,224Net Assets 2022: $5,621,0472022Assets 2023: $8,422,899Liabilities 2023: $3,934,395Net Assets 2023: $4,488,5042023Assets 2024: $8,420,481Liabilities 2024: $3,496,183Net Assets 2024: $4,924,2982024Assets 2024: $8,420,481Liabilities 2024: $3,496,183Net Assets 2024: $4,924,2982024Assets 2025: $9,266,270Liabilities 2025: $5,013,621Net Assets 2025: $4,252,6492025

Highlighted filing

2024

Assets$8,420,481
Liabilities$3,496,183
Net Assets$4,924,298
Open 2024 Filing

Operations Trend

Revenue Growth94th percentile

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

$10M$5.0M$0-$5.0MExpenses 2011: $3,348,8732011Expenses 2012: $3,853,3752012Expenses 2013: $5,088,5662013Revenue 2014: $4,188,285Expenses 2014: $4,416,258Net Income 2014: -$227,9732014Revenue 2015: $4,388,096Expenses 2015: $4,498,988Net Income 2015: -$110,8922015Revenue 2016: $3,970,646Expenses 2016: $4,309,908Net Income 2016: -$339,2622016Revenue 2017: $4,434,015Expenses 2017: $3,548,581Net Income 2017: $885,4342017Revenue 2018: $4,615,721Expenses 2018: $4,054,566Net Income 2018: $561,1552018Revenue 2019: $6,153,163Expenses 2019: $5,500,595Net Income 2019: $652,5682019Revenue 2020: $5,861,545Expenses 2020: $5,992,585Net Income 2020: -$131,0402020Revenue 2021: $6,913,052Expenses 2021: $6,522,413Net Income 2021: $390,6392021Revenue 2022: $8,123,715Expenses 2022: $5,984,630Net Income 2022: $2,139,0852022Revenue 2023: $4,528,487Expenses 2023: $5,661,030Net Income 2023: -$1,132,5432023Revenue 2024: $6,816,482Expenses 2024: $6,380,688Net Income 2024: $435,7942024Revenue 2024: $6,816,482Expenses 2024: $6,380,688Net Income 2024: $435,7942024Revenue 2025: $6,423,749Expenses 2025: $7,095,398Net Income 2025: -$671,6492025

Highlighted filing

2024

Revenue$6,816,482
Expenses$6,380,688
Net Income$435,794
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2023 to Mar 31, 2024
Signed
Nov 27, 2024
Return Version
2023v5.1
Gross Receipts
$6,816,482
Mission and Program Overview

Mission

Utd funds near-term applied research, development, demonstration, and education of energy efficient and environmentally friendly end use technologies

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$8,053,400$7,656,400▼ $397,000
Cash and Non-Interest-Bearing Accounts$369,499$454,081▲ $84,582
Accounts Receivable-$310,000-
Total Assets$8,422,899$8,420,481▼ $2,418
Liabilities
Deferred Revenue$2,999,835$2,431,599▼ $568,236
Accounts Payable and Accrued Expenses$934,560$1,064,584▲ $130,024
Total Liabilities$3,934,395$3,496,183▼ $438,212
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,488,504$4,924,298▲ $435,794
Total Net Assets Fund Balance$4,488,504$4,924,298▲ $435,794
Total Liabilities and Net Assets / Fund Balance$8,422,899$8,420,481▼ $2,418
Compensation and Service Providers
Top Officer Pay13th percentile

Board Members and Trustees

NameTitle
Joann WehleChair/director
Ronald SnedicPresident
Lori BlattnerDirector/vice Chair
Aaron RezendezDirector
Alan GarciaDirector
Christopher CavanaghDirector
Christopher CejDirector
Danny BertottiDirector
David NestorDirector
Dominic PopielskiDirector
Henry DeckerDirector
Jason KetchumDirector
Jean GibsonDirector
Jeannette LindemannDirector
Jennifer DavisDirector
John Bo MurphyDirector
Joseph VarelaDirector
Marie LaporteDirector
Matt GregoriDirector
Michael BoreaDirector
Michael OrtonDirector
Mike KingDirector
Ravi SigurdsonDirector
Reynolds AndersonDirector
Robert EckDirector
Scott DoddDirector
Stephen MayfieldDirector
Tony GardnerDirector
Jung LeeSecretary
Lisa FosterTreasurer
Richard KooyVP Operations

Highest Paid Contractors

ContractorServicesLocationCompensation
Gti EnergyContract Rsch Mgmt1700 S MT PROSPECT RD, Des Plaines, IL 60018$6,175,785
Revenue and Support

Revenue Composition

Contributions and Grants
$6,111,128
Program Service Revenue
$320,988
Investment Income
$384,366
Other Revenue
$0
Change in Net Assets
$435,794

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,816,482
Total Revenue per Audited Statements
$6,816,482
Total Revenue per Form 990
$6,816,482
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$6,380,688
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other---$5,746,059
Fees for Services Management---$573,715
Conferences and Meetings---$34,225
Fees for Services Accounting---$16,500
Insurance---$7,700
Other Expenses---$1,350
Travel---$1,139
Total Functional Expenses$0$0$0$6,380,688

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$6,380,688
Total Expenses per Audited Statements$6,380,688
Total Expenses per Form 990$6,380,688
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal income taxes-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
No
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

Governance Explanations

Form 990, Part VI, Section A, Line 3

“Utilization technology development, nfp utd has delegated control over management duties customarily performed by officers to a management company, gti energy, an unrelated 501c3 organization. The utd board and technical project committee oversee the performance of the management company.”

Form 990, Part VI, Section A, Line 7A

“Although utd does not meet the irs definition of a member organization for purposes of part vi of form 990, utd bylaws state that a firm, association, or corporation which is a financial supporter of the corporation is eligible for membership in the corporation. Each such person has the power to elect one member of the governing body.”

Form 990, Part VI, Section B, Line 11B

“The utd president or secretary reviews a copy of the 990 before it is filed.”

Form 990, Part VI, Section B, Line 12C

“The organization annually requires each officer and director to sign a statement affirming such person has received a copy of the conflict of interest policy, has read and understands the policy, and has agreed to comply with the policy. The governing body or a board committee with board delegated powers considering the transaction, determines whether a situation represents a conflict of interest. The person involved in the potential conflict is not present for the discussion or vote regarding the determination of a conflict.”

Filing and Contact Details

Filer

Filer Name
Utilization Technology Development Nfp
EIN
20-0923687
In Care Of
% Lisa Foster
Phone
8477680500
Address
1700 S Mt Prospect Rd, Des Plaines, IL 60018-1804

Signing Officer

Name
Lisa Foster
Title
Treasurer
Phone
8477680856
Signed
2024-11-27
Discuss with paid preparer
No

Organization Details

Principal Officer
Lisa Foster
Formed
2003
Legal Domicile
Il
Voting Board Members
21
Independent Board Members
21
Employees
0

Preparer

Preparer
Michael Momot
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Other fees for services direct subcontract costs on member-funded research and development projects 5,692,475 and 53,584 on reporting communication costs.”

Raw XML AppendixShowing 400 of 508 raw XML fields

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

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0934560
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt01064584
IRS990/AccountsReceivableGrp/EOYAmt0310000
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0UTD FUNDS NEAR-TERM APPLIED RESEARCH, DEVELOPMENT, DEMONSTRATION, AND EDUCATION OF ENERGY EFFICIENT AND ENVIRONMENTALLY FRIENDLY END USE TECHNOLOGIES
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllOtherExpensesGrp/TotalAmt00
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0Lisa Foster
IRS990/BooksInCareOfDetail/PhoneNum08477680856
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01700 S Mt Prospect Rd
IRS990/BooksInCareOfDetail/USAddress/CityNm0Des Plaines
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IL
IRS990/BooksInCareOfDetail/USAddress/ZIPCd0600181804
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0369499
IRS990/CashNonInterestBearingGrp/EOYAmt0454081
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt01
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt034225
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContractorCompensationGrp/CompensationAmt06175785
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt01700 S MT PROSPECT RD
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0DES PLAINES
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0IL
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd060018
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0GTI ENERGY
IRS990/ContractorCompensationGrp/ServicesDesc0CONTRACT RSCH MGMT
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt06111128
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0384366
IRS990/CYOtherExpensesAmt06380688
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0320988
IRS990/CYRevenuesLessExpensesAmt0435794
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt06380688
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt06816482
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt02999835
IRS990/DeferredRevenueGrp/EOYAmt02431599
IRS990/DelegationOfMgmtDutiesInd0true
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0RESEARCH, DEVELOPMENT, DEMONSTRATION, AND EDUCATION FOR TECHNOLOGY ADVANCES IN ENERGY UTILIZATION.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0true
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt016500
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt0573715
IRS990/FeesForServicesOtherGrp/TotalAmt05746059
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt0001.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt1000.17
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt2001.09
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt3001.20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt0000.54
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1000.44
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2000.48
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt3000.44
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt4000.48
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt5000.15
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt6000.44
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt7000.15
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt8000.15
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt9000.48
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10000.48
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11000.44
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12000.49
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt13000.48
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt14000.44
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt15000.48
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt16000.48
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt17000.44
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt18000.44
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt19000.44
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20000.44
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21000.15
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22000.15
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt23000.44
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt24000.44
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt25000.44
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt26000.44
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt27001.98
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt28021.29
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt29000.87
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30000.87
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd16X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd17X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd18X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd19X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd20X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd21X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd22X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd23X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd24X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd25X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd26X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt180
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt190
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt200
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt210
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt220
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt230
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt240
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt250
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt260
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt270
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt280
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt290
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt300
IRS990/Form990PartVIISectionAGrp/PersonNm0JOANN WEHLE
IRS990/Form990PartVIISectionAGrp/PersonNm1CHRISTOPHER CAVANAGH
IRS990/Form990PartVIISectionAGrp/PersonNm2DANNY BERTOTTI
IRS990/Form990PartVIISectionAGrp/PersonNm3DAVID NESTOR
IRS990/Form990PartVIISectionAGrp/PersonNm4DOMINIC POPIELSKI
IRS990/Form990PartVIISectionAGrp/PersonNm5CHRISTOPHER CEJ
IRS990/Form990PartVIISectionAGrp/PersonNm6HENRY DECKER
IRS990/Form990PartVIISectionAGrp/PersonNm7JEANNETTE LINDEMANN
IRS990/Form990PartVIISectionAGrp/PersonNm8JENNIFER DAVIS
IRS990/Form990PartVIISectionAGrp/PersonNm9JASON KETCHUM
IRS990/Form990PartVIISectionAGrp/PersonNm10ALAN GARCIA
IRS990/Form990PartVIISectionAGrp/PersonNm11JOSEPH VARELA
IRS990/Form990PartVIISectionAGrp/PersonNm12LORI BLATTNER
IRS990/Form990PartVIISectionAGrp/PersonNm13MATT GREGORI
IRS990/Form990PartVIISectionAGrp/PersonNm14MICHAEL ORTON
IRS990/Form990PartVIISectionAGrp/PersonNm15ROBERT ECK
IRS990/Form990PartVIISectionAGrp/PersonNm16SCOTT DODD
IRS990/Form990PartVIISectionAGrp/PersonNm17JOHN BO MURPHY
IRS990/Form990PartVIISectionAGrp/PersonNm18TONY GARDNER
IRS990/Form990PartVIISectionAGrp/PersonNm19AARON REZENDEZ
IRS990/Form990PartVIISectionAGrp/PersonNm20MIKE KING
IRS990/Form990PartVIISectionAGrp/PersonNm21RAVI SIGURDSON
IRS990/Form990PartVIISectionAGrp/PersonNm22REYNOLDS ANDERSON
IRS990/Form990PartVIISectionAGrp/PersonNm23JEAN GIBSON
IRS990/Form990PartVIISectionAGrp/PersonNm24MARIE LAPORTE
IRS990/Form990PartVIISectionAGrp/PersonNm25MICHAEL BOREA
IRS990/Form990PartVIISectionAGrp/PersonNm26STEPHEN MAYFIELD
IRS990/Form990PartVIISectionAGrp/PersonNm27RONALD SNEDIC
IRS990/Form990PartVIISectionAGrp/PersonNm28RICHARD KOOY
IRS990/Form990PartVIISectionAGrp/PersonNm29JUNG LEE
IRS990/Form990PartVIISectionAGrp/PersonNm30LISA FOSTER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt250
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt260
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt270
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt280
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt290
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt300
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt250
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt260
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt270
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt280
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt290
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt300
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR/DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR/VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt20DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt21DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt22DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt23DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt24DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt25DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt26DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt27PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt28VP OPERATIONS
IRS990/Form990PartVIISectionAGrp/TitleTxt29SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt30TREASURER
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02003
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt021
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt06816482
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt021
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt07700
IRS990/InterestGrp/TotalAmt00
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0384366
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0384366
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0IL
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembershipDuesAmt06111128
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0UTD FUNDS NEAR-TERM APPLIED RESEARCH, DEVELOPMENT, DEMONSTRATION, AND EDUCATION OF ENERGY EFFICIENT AND ENVIRONMENTALLY FRIENDLY END USE TECHNOLOGIES
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt04488504
IRS990/NetAssetsOrFundBalancesEOYAmt04924298
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt04488504
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt04924298
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0BANK FEES
IRS990/OtherExpensesGrp/TotalAmt01350
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0Lisa Foster
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0541700
IRS990/ProgramServiceRevenueGrp/Desc0PROJECT COFUNDING
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0320988
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0320988
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt04259609
IRS990/PYInvestmentIncomeAmt0166878
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt05661030
IRS990/PYProgramServiceRevenueAmt0102000
IRS990/PYRevenuesLessExpensesAmt0-1132543
IRS990/PYTotalExpensesAmt05661030
IRS990/PYTotalRevenueAmt04528487
IRS990/ReconcilationRevenueExpnssAmt0435794
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt08053400
IRS990/SavingsAndTempCashInvstGrp/EOYAmt07656400
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesSubtotalAmt06380688
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0false
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Federal income taxes
IRS990ScheduleD/OtherSecuritiesGrp/Desc0Financial derivatives and other financial products
IRS990ScheduleD/OtherSecuritiesGrp/Desc1Closely-held equity interests
IRS990ScheduleD/RevenueSubtotalAmt06816482
IRS990ScheduleD/TotalExpensesPerForm990Amt06380688

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,420,481
Liabilities
$3,496,183
Net assets
$4,924,298
Revenue
$6,816,482
Expenses
$6,380,688
Net income
$435,794
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.27$5.01$4.25$6.42$7.10$0.67
2024Detailed filing. Detailed filing data is available for this year.$8.42$3.50$4.92$6.82$6.38$0.44
2024Summary only. Only limited summary data is available for this year.$8.42$3.50$4.92$6.82$6.38$0.44
2023Summary only. Only limited summary data is available for this year.$8.42$3.93$4.49$4.53$5.66$1.13
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.93$2.31$5.62$8.12$5.98$2.14
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.67$3.19$3.48$6.91$6.52$0.39
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.13$4.03$3.09$5.86$5.99$0.13
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.49$4.26$3.22$6.15$5.50$0.65
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.29$3.72$2.57$4.62$4.05$0.56
2017Summary only. Only limited summary data is available for this year.$5.42$3.41$2.01$4.43$3.55$0.89
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.00$2.87$1.12$3.97$4.31$0.34
2015Detailed filing. Detailed filing data is available for this year.$4.13$2.67$1.46$4.39$4.50$0.11
2014Detailed filing. Detailed filing data is available for this year.$4.00$2.42$1.57$4.19$4.42$0.23
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.25$3.45$1.80$5.09
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.85$4.18$2.67$3.85
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.57$2.70$1.87$3.35
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2024 filings • 501(c)6 • $5M-$10M nonprofits