2024-11-01T06:59:49-05:00 2023-12-31 BDO USA 421 Fayetteville Street Suite 300 Raleigh NC 27601 990 2023-01-01 363011951 ASSOCIATION OF UNIVERSITY TECHNOLOGY MANAGERS INC % 501 FINANCIAL MANAGEMENT LL ASSO 2029601800 712 H Street NE Suite 1611 WASHINGTON DC 20002 Stephen Susalka CEO 2029601790 2024-10-31 true true SANDRA L FEINSMITH P01064157 9192781936 2024-10-29 2023 2024-10-15 13:58:12Z Stephen Susalka 712 H Street NE1611 WASHINGTON WA 20002 8772199 false X WWW.AUTM.NET X 1989 CT THE CORE PURPOSE OF AUTM IS TO SUPPORT AND ADVANCE KNOWLEDGE/TECHNOLOGY TRANSFER WORLDWIDE. 13 13 43 333 0 0 3395391 3812329 3081651 4586106 146045 127876 0 0 6623087 8526311 0 0 0 0 3263841 3477747 0 0 0 3751462 4562131 7015303 8039878 -392216 486433 4222960 5089235 2407723 2563452 1815237 2525783 X 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. false false THE ANNUAL MEETING, REGIONAL MEETINGS, AND ONLINE TRAININGS PROVIDE A FORUM FOR INDIVIDUALS TO BE EDUCATED IN THE TECHNOLOGY TRANSFER PROFESSION. THE MARCH ANNUAL MEETING WAS HELD IN AUSTIN, TX WITH 1,944 ATTENDEES WITH 69 PARTICIPATING VIRTUALLY. IN ADDITION, FOUR REGIONAL MEETINGS WERE HELD IN PERSON WITH 670 ATTENDEES. 19 WEBINARS WERE HELD WITH 2,283 ATTENDEES AND 2,851 RECORDED CONTENT PURCHASES. PROFESSIONAL DEVELOPMENT COURSES AND PARTNERING FORUMS OFFER AN ADDITIONAL OPPORTUNITY TO LEARN ABOUT SPECIFIC TOPICS RELEVANT TO THE TECHNOLOGY TRANSFER PROFESSION. IN 2023, AUTM HELD EIGHT PROFESSIONAL DEVELOPMENT COURSES WITH A TOTAL OF 594 PARTICIPANTS. APPROXIMATELY 265 MEMBERS AND NON-MEMBERS ATTENDED THE PARTNERING FORUMS. WEBSITE, DATABASES, SOCIAL MEDIA, INFORMATION EMAILS, SURVEYS, REPORTS, NEWSLETTERS AND PROMOTIONAL COLLATERAL RELATING TO PRESENTATIONS AND NEW ADVANCES IN TECHNOLOGY TRANSFER, SUCH AS PATENTS, COPYRIGHTS AND TECHNOLOGY INNOVATION. THESE PROVIDE MEMBERS, THE PUBLIC, POLICY MAKERS, AND MEDIA WITH INFORMATION TO ADVANCE THEIR KNOWLEDGE IN THE AREA OF TECHNOLOGY LICENSING AND COMMERCIALIZATION. THERE ARE APPROXIMATELY 15,000 READERS OF AUTM'S INSIGHT NEWSLETTERS, AND AUTM'S LICENSING AND SALARY SURVEYS REACH MORE THAN 230 UNIVERSITIES THAT SUBMIT DATA, AND MANY OTHERS THAT USE THE DATA AS A VITAL RESOURCE. METRICS AND SURVEYS ADVOCACY INTERNATIONAL STRATEGY GRANTS false true false true false false false false false true false false false false true true false false false false false false false false false false false false true false false false false false false false false false false false false false false true 24 0 true 43 true false false false false true true false false false X 13 13 false true false false true true false true true false false true true true true true true false false false X 501 FINANCIAL MANAGEMENT LL 8479755304 2549 WAUKEGAN RD 210 BANNOCKBURN IL 60015 X STEPHEN SUSALKA CHIEF EXECUTIVE OFFICER 40.0 0.0 X 256260 0 19722 Paul R Zielinski FLC EXECUTIVE DIRECTOR 40.0 0.0 X 210890 0 10545 LEEF SMITH BARNES CHIEF MARKETING OFFICER 40.0 0.0 X 207975 0 10399 ELIZABETH H FREYN MEETINGS DIRECTOR 40.0 0.0 X 174128 0 23923 COLLEEN H LOEFFLER CHIEF ADMIN & MEM OFFICER 40.0 0.0 X 142184 0 25646 BARBARA R GUNDERSON STRATEGIC PROGRAMS OFFICER 40.0 0.0 X 133398 0 21944 CAROLINA OLIVIERI FLC MKTG & COMMS DIRECTOR 40.0 0.0 X 115782 0 38718 ALMESHA L CAMPBELL CHAIR / CHAIR-ELECT 8.0 0.0 X X 0 0 0 ANDREW MAAS CHAIR-ELECT / DIRECTOR 8.0 0.0 X X 0 0 0 IAN MCCLURE IMMEDIATE PAST CHAIR / CHAIR 8.0 0.0 X X 0 0 0 DOUG AGUILERA TREASURER 3.0 0.0 X X 0 0 0 MEGAN AANSTOOS DIRECTOR AT LARGE (BEGAN 2/23) 3.0 0.0 X 0 0 0 HANNAH DVORAK CARBONE DIRECTOR AT LARGE (ENDED 2/23) 3.0 0.0 X 0 0 0 SADHANA CHITALE DIRECTOR AT LARGE (BEGAN 2/23) 3.0 0.0 X 0 0 0 DANIEL DARDANI DIRECTOR AT LARGE (BEGAN 2/23) 3.0 0.0 X 0 0 0 JOY GOSWAMI DIRECTOR AT LARGE 3.0 0.0 X 0 0 0 BECKY HERNANDEZ DIRECTOR AT LARGE (BEGAN 2/23) 3.0 0.0 X 0 0 0 ALICE LI DIRECTOR AT LARGE 3.0 0.0 X 0 0 0 ANJI MILLER DIRECTOR AT LARGE 3.0 0.0 X 0 0 0 HEIDI S NEBEL DIRECTOR AT LARGE (ENDED 2/23) 3.0 0.0 X 0 0 0 GISELE ROBERTS DIRECTOR AT LARGE (ENDED 2/23) 3.0 0.0 X 0 0 0 LAURA SAVATSKI IMMED PAST CHAIR (ENDED 2/23) 3.0 0.0 X X 0 0 0 TARI SUPRAPTO DIRECTOR AT LARGE 3.0 0.0 X 0 0 0 TATIANA LITVIN-VECHNYAK DIRECTOR AT LARGE (BEGAN 2/23) 3.0 0.0 X 0 0 0 MARKUS J WANKO DIRECTOR AT LARGE (ENDED 2/23) 3.0 0.0 X 0 0 0 1240617 0 150897 13 false true false 501 Financial Management 2515 Waukegan Road 210 BANNOCKBURN IL 60015 FINANCIAL SERVICES 178286 1 3120029 692300 3812329 MEETINGS 611430 2621875 2621875 MEMBERSHIP DUES 900099 1017160 1017160 PROFESSIONAL DEVELOPMENT COURSES 611430 567762 567762 COMMUNICATION 900099 96917 96917 METRICS AND SURVEYS 900099 127673 127673 154719 154719 4586106 144674 0 144674 0 0 0 0 0 229090 245888 -16798 -16798 -16798 0 0 0 0 0 0 0 0 0 0 8526311 4586106 0 127876 0 0 0 0 497417 0 2354123 106121 300771 219315 0 13156 204743 42085 0 9928 120189 83608 581715 970543 0 0 504170 0 1989530 0 0 0 0 AWARDS AND SCHOLARSHIPS 42464 8039878 1496871 1782139 0 0 0 0 260440 233503 0 0 0 0 0 0 0 0 410931 742124 313891 313891 1981854 2288252 0 0 0 0 0 0 72864 43217 4222960 5089235 200943 320369 0 0 2206780 2243083 0 0 0 0 0 0 0 0 0 0 0 0 2407723 2563452 X 1719948 2439494 95289 86289 1815237 2525783 4222960 5089235 486433 224113 X false true X true true true RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false 1017160 127646 0 127646 0 0 127646 313891 313891 0 0 0 0 X 8740496 224113 224113 8516383 9928 9928 8526311 8029950 8029950 9928 9928 8039878 PART X, LINE 2: 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, 2023 AND 2022, THE ASSOCIATION HAD NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. X X false false false STEPHEN SUSALKA CHIEF EXECUTIVE OFFICER 256260 0 0 0 0 0 11367 0 8355 0 275982 0 0 0 LEEF SMITH BARNES CHIEF MARKETING OFFICER 196475 0 11500 0 0 0 10399 0 0 0 218374 0 0 0 Paul R Zielinski FLC EXECUTIVE DIRECTOR 204390 0 6500 0 0 0 10545 0 0 0 221435 0 0 0 ELIZABETH H FREYN MEETINGS DIRECTOR 172128 0 2000 0 0 0 8706 0 15217 0 198051 0 0 0 COLLEEN H LOEFFLER CHIEF ADMIN & MEM OFFICER 135684 0 6500 0 0 0 7349 0 18297 0 167830 0 0 0 BARBARA R GUNDERSON STRATEGIC PROGRAMS OFFICER 127398 0 6000 0 0 0 6727 0 15217 0 155342 0 0 0 CAROLINA OLIVIERI FLC MKTG & COMMS DIRECTOR 111282 0 4500 0 0 0 5271 0 33447 0 154500 0 0 0 FORM 990, PART VI, SECTION A, LINE 3: AUTM HIRED 501 FINANCIAL AS THEIR FINANCIAL SERVICES FIRM. FORM 990, PART VI, SECTION A, LINE 6: 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, SECTION A, LINE 7A: 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, SECTION B, LINE 11B: AUTM PROVIDES A COPY OF THE 990 TO THE BOARD OF DIRECTORS FOR REVIEW BEFORE THE 990 IS FILED. FORM 990, PART VI, SECTION B, LINE 12C: BOARD MEMBERS ARE REQUIRED TO SIGN CONFLICT OF INTEREST POLICY STATEMENT ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION C, LINE 19: THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.