Civic Intelligence

University of Cincinnati Research

EIN 80-0729066 • 501(c)3 • Cincinnati, OH

Profile

To provide state-of-the-art research, educational facilities, and efficient business and legal opportunities for the advancement and development of intellectual property that contributes to the needs of faculty and students and enhances sustainable community economic development.

PO Box 19614Cincinnati, OH 45219

n/A

Siviq Scores

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

Liabilities / Assets

83rd percentile

0.59x

Higher debt load relative to assets than 83% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Liabilities / Revenue

77th percentile

0.58x

Higher debt load relative to revenue than 77% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Net Margin

59th percentile

8.6%

Higher net margin than 59% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Top Officer Pay

23rd percentile

$0

Higher top officer pay than 23% of similar nonprofits.

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

501(c)3 • $5M-$10M nonprofits • Source year 2025

Asset Growth

6th percentile

-24%

Faster asset growth than 6% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Revenue Growth

20th percentile

-11%

Faster revenue growth than 20% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Assets

Up

$7,673,469

Up $2,593,297 (+51%) from 2023

Liabilities

Up

$5,823,174

Up $1,977,477 (+51%) from 2023

Net Assets

Up

$1,850,295

Up $615,820 (+50%) from 2023

Revenue

Up

$6,655,709

Up $1,490,060 (+29%) from 2023

Expenses

Up

$6,039,889

Up $1,441,851 (+31%) from 2023

Net Income

Up

$615,820

Up $48,209 (+8.5%) from 2023

Trend Graphs

Balance Sheet Trend

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

$10M$5.0M$0-$5.0MAssets 2013: $1,601,431Liabilities 2013: $182,536Net Assets 2013: $1,418,8952013Assets 2014: $3,714,305Liabilities 2014: $2,418,060Net Assets 2014: $1,296,2452014Assets 2015: $5,283,329Liabilities 2015: $4,079,487Net Assets 2015: $1,203,8422015Assets 2016: $7,452,501Liabilities 2016: $7,601,858Net Assets 2016: -$149,3572016Assets 2017: $4,903,895Liabilities 2017: $6,399,406Net Assets 2017: -$1,495,5112017Assets 2018: $5,158,722Liabilities 2018: $5,887,096Net Assets 2018: -$728,3742018Assets 2019: $6,704,947Liabilities 2019: $6,502,685Net Assets 2019: $202,2622019Assets 2020: $4,202,962Liabilities 2020: $3,666,224Net Assets 2020: $536,7382020Assets 2021: $5,011,413Liabilities 2021: $4,357,303Net Assets 2021: $654,1102021Assets 2022: $6,226,418Liabilities 2022: $5,559,554Net Assets 2022: $666,8642022Assets 2023: $5,080,172Liabilities 2023: $3,845,697Net Assets 2023: $1,234,4752023Assets 2024: $7,673,469Liabilities 2024: $5,823,174Net Assets 2024: $1,850,2952024

Highlighted filing

2024

Assets$7,673,469
Liabilities$5,823,174
Net Assets$1,850,295

Operations Trend

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

$15M$10M$5.0M$0-$5.0MExpenses 2013: $568,9052013Revenue 2014: $4,957,399Expenses 2014: $4,487,876Net Income 2014: $469,5232014Revenue 2015: $7,376,158Expenses 2015: $7,468,560Net Income 2015: -$92,4022015Revenue 2016: $12,345,073Expenses 2016: $13,698,272Net Income 2016: -$1,353,1992016Revenue 2017: $9,316,299Expenses 2017: $10,662,453Net Income 2017: -$1,346,1542017Revenue 2018: $9,910,119Expenses 2018: $9,142,982Net Income 2018: $767,1372018Revenue 2019: $8,706,072Expenses 2019: $7,775,436Net Income 2019: $930,6362019Revenue 2020: $5,797,971Expenses 2020: $5,363,494Net Income 2020: $434,4772020Revenue 2021: $4,382,075Expenses 2021: $4,264,706Net Income 2021: $117,3692021Revenue 2022: $5,602,463Expenses 2022: $5,589,709Net Income 2022: $12,7542022Revenue 2023: $5,165,649Expenses 2023: $4,598,038Net Income 2023: $567,6112023Revenue 2024: $6,655,709Expenses 2024: $6,039,889Net Income 2024: $615,8202024

Highlighted filing

2024

Revenue$6,655,709
Expenses$6,039,889
Net Income$615,820

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 14, 2025
Return Version
2023v6.0
Gross Receipts
$8,257,655
Mission and Program Overview

Mission

To provide state-of-the-art research, educational facilities, and efficient business and legal opportunities for the advancement and development of intellectual property that contributes to the needs of faculty and students and enhances sustainable community economic development.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$3,597,109$4,516,574▲ $919,465
Investments in Publicly Traded Securities$827,266$1,640,292▲ $813,026
Accounts Receivable$642,491$1,487,316▲ $844,825
Prepaid Expenses and Deferred Charges$13,306$29,287▲ $15,981
Total Assets$5,080,172$7,673,469▲ $2,593,297
Liabilities
Deferred Revenue$2,672,700$3,235,925▲ $563,225
Accounts Payable and Accrued Expenses$1,172,997$2,587,249▲ $1,414,252
Total Liabilities$3,845,697$5,823,174▲ $1,977,477
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,184,234$1,850,295▲ $666,061
Net Assets With Donor Restrictions$50,241$0▼ $50,241
Total Net Assets Fund Balance$1,234,475$1,850,295▲ $615,820
Total Liabilities and Net Assets / Fund Balance$5,080,172$7,673,469▲ $2,593,297
Compensation and Service Providers

Board Members and Trustees

NameTitle
Patrick LimbachChair
Kimm LauterbachBoard Member
Patrick KowalskiBoard Member
William MartiniBoard Member
William PortmanBoard Member
Patrick ClarkExecutive Director
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$6,393,459
Investment Income
$176,162
Other Revenue
$86,088
Change in Net Assets
$615,820
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$6,039,889
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-$193,941-$193,941
Other Expenses$5,574,934$170,000-$170,000
Fees for Services Management-$66,000-$66,000
Insurance-$27,213-$27,213
Office Expenses-$7,801-$7,801
Total Functional Expenses$5,574,934$464,955$0$6,039,889
International Activity

International Summary

Offices
0
Employees
2
Spending
$34,250

International Compliance

Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
Alberta, CanadaVirtual Program Services for Recipients in CanadaTraining00$24,250
South AfricaResearch Program ServicesResearch02$10,000
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
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

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

Ucri has an annual service agreement with the university of cincinnati to provide project accounting, contract and other administrative, professional services. In 2024 ucri paid approximately $306,000 for these services. Of this amount, $236,000 is recorded on the expense line item "personnel costs reimbursed to uc and the remaining $70,000 is recorded on the 'professional services' line item. Of the $236,000 "personnel costs reimbursed to uc", approximately $66,000 was for the executive director.

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

The institute's external accountants prepare form 990 and review it with the executive director. The form 990 is then provided to the board for review prior to filing.

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

The institute requires all board members to annually complete a conflict of interest form. Any potential conflict of interest issues are monitored and addressed by the ceo. Any member with a conflict cannot discuss and cannot vote on the issue.

Form 990, Part VI, Section C, Line 19

The documents are available upon request.

Filing and Contact Details

Filer

Filer Name
University of Cincinnati Research
EIN
80-0729066
Phone
5135585811
Address
PO BOX 19614, CINCINNATI, OH 45219

Signing Officer

Name
Patrick Clark
Title
Executive Director
Phone
5135584232
Signed
2025-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Patrick Limbach
Formed
2010
Legal Domicile
Oh
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
5

Preparer

Firm
Dean Dorton Allen Ford Pllc
Address
810 WRIGHTS SUMMIT PARKWAY SUITE, 300, FORT WRIGHT, KY 41011
Preparer
Stephanie Allgeyer
Phone
8593313300
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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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IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt02299457
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt02219047
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt02037990
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt03974628
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt013414880
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearAmt02883758
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus1YearAmt02299457
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus2YearsAmt02219047
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus3YearsAmt02037990
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus4YearsAmt03974628
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt013414880
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt06393459
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt04775043
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt05593337
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt04374510
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt05792784
IRS990ScheduleA/Total509Grp/TotalAmt026929133
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt06656822
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt04837779
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt05605262
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt04382076
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt05797971
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt027279910
IRS990/ScheduleBRequiredInd00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt02
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt10
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt10
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt010000
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt124250
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt0SOUTH AFRICA
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt1ALBERTA, CANADA
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/SpecificServicesProvidedTxt0RESEARCH
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/SpecificServicesProvidedTxt1TRAINING
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt0RESEARCH PROGRAM SERVICES
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt1VIRTUAL PROGRAM SERVICES FOR RECIPIENTS IN CANADA
IRS990ScheduleF/BoycottCountriesInd00
IRS990ScheduleF/ContinuationSpentAmt00
IRS990ScheduleF/ContinuationTotalEmployeeCnt00
IRS990ScheduleF/ContinuationTotalOfficeCnt00
IRS990ScheduleF/ForeignCorpOwnershipInd00
IRS990ScheduleF/ForeignPartnershipInd00
IRS990ScheduleF/InterestInForeignTrustInd00
IRS990ScheduleF/PassiveForeignInvestmestCoInd00
IRS990ScheduleF/SubtotalEmployeesCnt02
IRS990ScheduleF/SubtotalOfficesCnt00
IRS990ScheduleF/SubtotalSpentAmt034250
IRS990ScheduleF/TotalEmployeeCnt02
IRS990ScheduleF/TotalOfficeCnt00
IRS990ScheduleF/TotalSpentAmt034250
IRS990ScheduleF/TransferToForeignCorpInd00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0UCRI HAS AN ANNUAL SERVICE AGREEMENT WITH THE UNIVERSITY OF CINCINNATI TO PROVIDE PROJECT ACCOUNTING, CONTRACT AND OTHER ADMINISTRATIVE, PROFESSIONAL SERVICES. IN 2024 UCRI PAID APPROXIMATELY $306,000 FOR THESE SERVICES. OF THIS AMOUNT, $236,000 IS RECORDED ON THE EXPENSE LINE ITEM "PERSONNEL COSTS REIMBURSED TO UC AND THE REMAINING $70,000 IS RECORDED ON THE 'PROFESSIONAL SERVICES' LINE ITEM. OF THE $236,000 "PERSONNEL COSTS REIMBURSED TO UC", APPROXIMATELY $66,000 WAS FOR THE EXECUTIVE DIRECTOR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE INSTITUTE'S EXTERNAL ACCOUNTANTS PREPARE FORM 990 AND REVIEW IT WITH THE EXECUTIVE DIRECTOR. THE FORM 990 IS THEN PROVIDED TO THE BOARD FOR REVIEW PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE INSTITUTE REQUIRES ALL BOARD MEMBERS TO ANNUALLY COMPLETE A CONFLICT OF INTEREST FORM. ANY POTENTIAL CONFLICT OF INTEREST ISSUES ARE MONITORED AND ADDRESSED BY THE CEO. ANY MEMBER WITH A CONFLICT CANNOT DISCUSS AND CANNOT VOTE ON THE ISSUE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0OH
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt05080172
IRS990/TotalAssetsEOYAmt07673469
IRS990/TotalAssetsGrp/BOYAmt05080172
IRS990/TotalAssetsGrp/EOYAmt07673469
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0464955
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt05574934
IRS990/TotalFunctionalExpensesGrp/TotalAmt06039889
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt03845697
IRS990/TotalLiabilitiesEOYAmt05823174
IRS990/TotalLiabilitiesGrp/BOYAmt03845697
IRS990/TotalLiabilitiesGrp/EOYAmt05823174
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01234475
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01850295
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt05574934
IRS990/TotalProgramServiceRevenueAmt06393459
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0262250
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt06393459
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt06655709
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt05
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt05080172
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt07673469
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt051 GOODMAN DRIVE SUITE 540
IRS990/USAddress/CityNm0CINCINNATI
IRS990/USAddress/StateAbbreviationCd0OH
IRS990/USAddress/ZIPCd045221
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PATRICK CLARK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum05135584232
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UNIVERSITY OF CINCINNATI RESEARCH
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0INSTITUTE
ReturnHeader/Filer/BusinessNameControlTxt0UNIV
ReturnHeader/Filer/EIN0800729066
ReturnHeader/Filer/PhoneNum05135585811
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 19614
ReturnHeader/Filer/USAddress/CityNm0CINCINNATI
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd045219
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0273858252
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DEAN DORTON ALLEN FORD PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0810 WRIGHTS SUMMIT PARKWAY SUITE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine2Txt0300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FORT WRIGHT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd041011
ReturnHeader/PreparerPersonGrp/PhoneNum08593313300
ReturnHeader/PreparerPersonGrp/PreparationDt02025-04-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEPHANIE ALLGEYER
ReturnHeader/ReturnTs02025-05-14T18:54:08-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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