Civic Intelligence

Association of University Technology

EIN 36-3011951 • 501(c)6 • Washington, DC

Profile

The association was formed in 1989 as a nonprofit professional and educational society to engage in a variety of activities and accomplish a variety of purposes related to technology transfer, commercialization, and innovation. The core purpose of the association is to support and advance knowledge/technology transfer worldwide.

712 H Street NE 1611Washington, DC 20002

www.autm.net

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

68th percentile

0.38x

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

501(c)6 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

30th percentile

0.21x

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

501(c)6 • $10M-$25M nonprofits • Source year 2024

Net Margin

72nd percentile

13%

Higher net margin than 72% of similar nonprofits.

501(c)6 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

37th percentile

$311,037

Higher top officer pay than 37% of similar nonprofits.

Top officer pay equals 2.6% of source-year revenue.

501(c)6 • $10M-$25M nonprofits • Source year 2024

Asset Growth

93rd percentile

32%

Faster asset growth than 93% of similar nonprofits.

501(c)6 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

91st percentile

41%

Faster revenue growth than 91% of similar nonprofits.

501(c)6 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets68th percentile

Assets

Up

$6,724,103

Up $1,634,868 (+32%) from 2023

Liabilities

Down

$2,559,909

Down $3,543 (-0.1%) from 2023

Net Assets

Up

$4,164,194

Up $1,638,411 (+65%) from 2023

Operations
Liabilities / Revenue30th percentileNet Margin72nd percentile

Revenue

Up

$12,031,425

Up $3,505,114 (+41%) from 2023

Expenses

Up

$10,424,074

Up $2,384,196 (+30%) from 2023

Net Income

Up

$1,607,351

Up $1,120,918 (+230%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth93rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$8.0M$6.0M$4.0M$2.0M$0Assets 2017: $5,327,562Liabilities 2017: $1,489,640Net Assets 2017: $3,837,9222017Assets 2018: $5,346,274Liabilities 2018: $2,328,838Net Assets 2018: $3,017,4362018Assets 2019: $4,922,734Liabilities 2019: $1,377,977Net Assets 2019: $3,544,7572019Assets 2020: $3,639,095Liabilities 2020: $929,756Net Assets 2020: $2,709,3392020Assets 2021: $4,252,166Liabilities 2021: $1,653,858Net Assets 2021: $2,598,3082021Assets 2022: $4,222,960Liabilities 2022: $2,407,723Net Assets 2022: $1,815,2372022Assets 2023: $5,089,235Liabilities 2023: $2,563,452Net Assets 2023: $2,525,7832023Assets 2024: $6,724,103Liabilities 2024: $2,559,909Net Assets 2024: $4,164,1942024

Highlighted filing

2024

Assets$6,724,103
Liabilities$2,559,909
Net Assets$4,164,194
Open 2024 Filing

Operations Trend

Revenue Growth91st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$15M$10M$5.0M$0-$5.0MRevenue 2017: $4,109,452Expenses 2017: $4,575,608Net Income 2017: -$466,1562017Revenue 2018: $4,263,837Expenses 2018: $4,553,664Net Income 2018: -$289,8272018Revenue 2019: $4,735,019Expenses 2019: $4,785,765Net Income 2019: -$50,7462019Revenue 2020: $4,392,550Expenses 2020: $5,177,348Net Income 2020: -$784,7982020Revenue 2021: $5,546,653Expenses 2021: $5,806,454Net Income 2021: -$259,8012021Revenue 2022: $6,623,087Expenses 2022: $7,015,303Net Income 2022: -$392,2162022Revenue 2023: $8,526,311Expenses 2023: $8,039,878Net Income 2023: $486,4332023Revenue 2024: $12,031,425Expenses 2024: $10,424,074Net Income 2024: $1,607,3512024

Highlighted filing

2024

Revenue$12,031,425
Expenses$10,424,074
Net Income$1,607,351
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$6,724,103
Liabilities
$2,559,909
Net assets
$4,164,194
Revenue
$12,031,425
Expenses
$10,424,074
Net income
$1,607,351
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.72$2.56$4.16$12.0$10.4$1.61
2023Detailed filing. Detailed filing data is available for this year.$5.09$2.56$2.53$8.53$8.04$0.49
2022Detailed filing. Detailed filing data is available for this year.$4.22$2.41$1.82$6.62$7.02$0.39
2021Detailed filing. Detailed filing data is available for this year.$4.25$1.65$2.60$5.55$5.81$0.26
2020Detailed filing. Detailed filing data is available for this year.$3.64$0.93$2.71$4.39$5.18$0.78
2019Detailed filing. Detailed filing data is available for this year.$4.92$1.38$3.54$4.74$4.79$0.05
2018Detailed filing. Detailed filing data is available for this year.$5.35$2.33$3.02$4.26$4.55$0.29
2017Detailed filing. Detailed filing data is available for this year.$5.33$1.49$3.84$4.11$4.58$0.47
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 11, 2025
Return Version
2024v5.1
Gross Receipts
$12,162,782
Mission and Program Overview

Mission

The association was formed in 1989 as a nonprofit professional and educational society to engage in a variety of activities and accomplish a variety of purposes related to technology transfer, commercialization, and innovation. The core purpose of the association is to support and advance knowledge/technology transfer worldwide.

The core purpose of autm is to support and advance knowledge/technology transfer worldwide.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,288,252$2,547,897▲ $259,645
Savings and Temporary Cash Investments$0$2,369,024▲ $2,369,024
Prepaid Expenses and Deferred Charges$742,124$1,060,656▲ $318,532
Cash and Non-Interest-Bearing Accounts$1,782,139$338,426▼ $1,443,713
Accounts Receivable$233,503$323,486▲ $89,983
Intangible Assets$0$38,864▲ $38,864
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0--
Investments Program Related$0--
Land, Buildings, and Equipment, Net$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$5,089,235$6,724,103▲ $1,634,868
Other Assets Total$43,217$45,750▲ $2,533
Liabilities
Deferred Revenue$2,243,083$2,307,455▲ $64,372
Accounts Payable and Accrued Expenses$320,369$252,454▼ $67,915
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$2,563,452$2,559,909▼ $3,543
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,439,494$4,111,867▲ $1,672,373
Net Assets With Donor Restrictions$86,289$52,327▼ $33,962
Total Net Assets Fund Balance$2,525,783$4,164,194▲ $1,638,411
Total Liabilities and Net Assets / Fund Balance$5,089,235$6,724,103▲ $1,634,868
Compensation and Service Providers
Top Officer Pay37th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Stephen SusalkaChief Executive OfficerFT$278,616$32,421$311,037
Paul ZielinskiFlc Executive DirectorFT$214,476$22,250$236,726
Elizabeth FreynMeetings DirectorFT$176,818$16,950$193,768
Colleen LoefflerChief Admin & Mem OfficerFT$142,559$25,863$168,422
Paul StarkInformation Systems DirectorFT$117,383$34,257$151,640
Barbara GundersonStrategic Programs OfficerFT$114,367$14,036$128,403
Lawrence EmbrySenior Director of FinanceFT$112,120$13,958$126,078
Beth ThomasFlc Facilitate DirectorFT$118,832$5,726$124,558

Board Members and Trustees

NameTitle
Andrew MaasChair / Chair-elect
Joy GoswamiChair-elect / Director
Ian McclureImmed Past Chair (ended 2/21)
Almesha CampbellImmediate Past Chair / Chair
Alice LiDirector at Large
Anji MillerDirector at Large
Becky HernandezDirector at Large
Daniel DardaniDirector at Large
Megan AanstoosDirector at Large
Sadhana ChitaleDirector at Large
Tatiana VechnyakDirector at Large
Ellen MackayDirector at Large (began 2/21)
Gaylene AndersonDirector at Large (began 2/21)
Irene AbramsDirector at Large (began 2/21)
Tari SupraptoDirector at Large (ended 2/21)
Doug AguileraTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
501 Financial ManagementFinancial Services2515 WAUKEGAN ROAD 210, SUITE 210, Bannockburn, IL 60015$183,920
Osi Beyond LLCIt Services11921 ROCKVILLE PIKE, Rockville, MD 20852$117,638
Revenue and Support

Revenue Composition

Contributions and Grants
$7,078,557
Program Service Revenue
$4,560,344
Investment Income
$310,135
Other Revenue
$82,389
All Other Contributions
$867,611
Change in Net Assets
$1,607,351

Audited Revenue Reconciliation

Revenue per Audited Statements
$12,020,094
Revenue Not Reported on Financial Statements
$11,331
Revenue Not Reported on Form 990
$31,060
Other Revenue Adjustments
$0
Total Revenue per Audited Statements
$12,051,154
Total Revenue per Form 990
$12,031,425
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$6,566,699
Salaries, Compensation, and Employee Benefits$3,851,975
Grants and Similar Amounts Paid$5,400
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings---$3,161,420
Other Salaries and Wages---$2,535,638
Information Technology---$1,599,566
Travel---$734,230
Current Officers, Directors, Trustees, and Key Employees---$673,841
Other Employee Benefits---$332,732
Office Expenses---$286,910
Payroll Taxes---$261,440
Fees for Services Accounting---$245,601
Advertising---$237,165
Fees for Services Other---$151,157
Fees for Services Lobbying---$55,205
Pension Plan Contributions---$48,324
Fees for Services Legal---$47,532
Insurance---$25,593
Fees for Service Investment Mgmnt Fees---$11,331
Occupancy---$6,130
Depreciation Depletion---$4,859
Grants to Domestic Individuals---$3,600
Foreign Grants---$1,800
Total Functional Expenses$0$0$0$10,424,074

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$10,424,074
Expenses per Audited Statements$10,412,743
Total Expenses per Audited Statements$10,412,743
Expenses Not Reported on Financial Statements$11,331
Expenses Not Reported on Form 990$0
Other Expense Adjustments$0
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
Lobbying activity
No
In-house lobbying only
No
Subject to proxy tax
Yes

Reported Spending and Taxes

Line ItemAmount
Current Year Nondeductible Lobbying and Political Cost$126,570
Total Nondeductible Lobbying and Political Cost$126,570
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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, Line 3 Delegation of management duties

“Autm hired 501 financial as their financial services firm.”

Form 990, Part VI, Line 6 Classes of members or stockholders

“Autm has 3 classes of membership: regular, member emeritus and participant members. Participant members are either electronic, administrative or student members. All members are allowed to vote. Regular, electronic, administrative and student members are required to pay dues. Once one reaches member emeritus status, they are no longer required to pay dues.”

Form 990, Part VI, Line 7A Members or stockholders electing members of governing body

“All members are allowed to vote. Elections of directors may be conducted at a meeting of members or by mail (which may be electronically transmitted). The ballot, along with any other nominees proposed by voting members by means of the petition process, will be voted on in person, by proxy (which may be electronically transmitted), or by mail (which may be electronically transmitted). Directors are elected by a plurality of the votes cast by the members entitled to vote in the election.”

Form 990, Part VI, Line 11B Review of form 990 by governing body

“Autm provides a copy of the 990 to the board of directors for review before the 990 is filed.”

Form 990, Part VI, Line 12C Conflict of interest policy

“Board members are required to sign conflict of interest policy statement on an annual basis.”

Form 990, Part VI, Line 19 Required documents available to the public

“The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Association of University Technology Managers Inc
EIN
36-3011951
Phone
2029601800
Address
712 H STREET NE 1611, WASHINGTON, DC 20002

Signing Officer

Name
Stephen Susalka
Title
CEO
Phone
2029601790
Signed
2025-11-11
Discuss with paid preparer
Yes

Organization Details

Formed
1989
Legal Domicile
Ct
Voting Board Members
14
Independent Board Members
14
Employees
42
Volunteers
380

Preparer

Firm
Bdo USA
Address
421 FAYETTEVILLE ST STE 300, RALEIGH, NC 27601-1776
Preparer
Sandra L Feinsmith
Phone
9197549370
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D Description of other program services

“(Expenses $ including grants of $) METRICS AND SURVEYS ADVOCACY INTERNATIONAL STRATEGY GRANTS”

Financial Statement Notes

Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote

“The financial statement effects of a tax position taken or expected to be taken are recognized in the financial statement when it is more likely than not, based on the technical merits, that the position will be sustained upon examination. As of december 31, 2024 and 2023, the association had no uncertain tax positions that qualify for recognition or disclosure in the financial statements.”

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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/MissionDesc0THE ASSOCIATION WAS FORMED IN 1989 AS A NONPROFIT PROFESSIONAL AND EDUCATIONAL SOCIETY TO ENGAGE IN A VARIETY OF ACTIVITIES AND ACCOMPLISH A VARIETY OF PURPOSES RELATED TO TECHNOLOGY TRANSFER, COMMERCIALIZATION, AND INNOVATION. THE CORE PURPOSE OF THE ASSOCIATION IS TO SUPPORT AND ADVANCE KNOWLEDGE/TECHNOLOGY TRANSFER WORLDWIDE.
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