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

Scores are not available for this record yet.

Balance Sheet

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

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

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, 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 and the development, testing, and deployment of energy efficient and environmentally friendly end use technologies.

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

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.”

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IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt25DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt26DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt27PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt28VP OPERATIONS
IRS990/Form990PartVIISectionAGrp/TitleTxt29SECRETARY
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Document Assets

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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