2024-01-31T11:56:03-06:00 2023-06-30 454084437 WARREN AVERETT LLC 2500 ACTON ROAD BIRMINGHAM AL 35243 990 2022-07-01 831012625 UNIVERSITY OF SOUTH FLORIDA INSTITUTE OF APPLIED ENGINEERING UNIV 8139746557 4202 EAST FOWLER AVENUE ENG 030 TAMPA FL 33620 DR DARREN SCHUMACHER PRESIDENT AND CEO 8139746557 2024-01-22 1 DR DARREN SCHUMACHER 999009999 0 MEGAN RANDOLPH P00989558 2059794100 2024-01-22 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z DR DARREN SCHUMACHER 4202 EAST FOWLER AVENUE ENG 030 TAMPA FL 33620 14243807 0 X HTTPS://IAE.ENG.USF.EDU/ X 2018 FL ADVANCING NATIONAL SECURITY AND SOLVING DUAL-USE INTERDISCIPLINARY PROBLEMS BY LEVERAGING CUTTING EDGE TECHNOLOGY, ENGINEERING, AND SCIENTIFIC EXPERTISE. 11 7 0 8 0 0 2229980 1725438 7357489 12518369 0 0 0 0 9587469 14243807 0 0 0 0 4779659 6287962 0 0 0 4725763 7404568 9505422 13692530 82047 551277 5205656 5328854 4560800 4132721 644856 1196133 X THE INSTITUTE OF APPLIED ENGINEERING (IAE) IS A TYPE I SUPPORTING ORGANIZATION OF THE UNIVERSITY OF SOUTH FLORIDA AND IT SERVES THE INTERESTS OF THE AMERICAN WARFIGHTER ACROSS DIVERSE SETTINGS, ENCOMPASSING THE BATTLEFIELD, GARRISON, AND HOME ENVIRONMENTS. FROM ITS INCEPTION, THE IAE WAS STRATEGICALLY FORMULATED TO ADDRESS GAPS WITHIN THE MILITARY, ALIGNING ITS MISSION WITH THE GOAL OF ENHANCING THE WELL-BEING AND CAPABILITIES OF THE NATION'S DEFENSE PERSONNEL. 0 0 9304610 12518369 SUPPORT AND BENEFIT THE UNIVERSITY OF SOUTH FLORIDA INCLUDING THE USF COLLEGE OF ENGINEERNG BY PROVIDING APPLIED ENGINEERING SOLUTIONS TO THE UNITED STATES FEDERAL GOVERNMENT AS WELL AS OTHER STATE, COUNTY, AND MUNICIPAL GOVERNMENTS AND INDUSTRIES. 9304610 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 X 10 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 11 7 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 FL X SCOTT DALZIEL 8133969709 4202 E FOWLER AVE ENG030 TAMPA FL 33620 DR DARREN SCHUMACHER PRESIDENT/CEO 1.00 40.00 X 0 9770 502 DR ROBERT BISHOP IMMEDIATE PAST PRES./CEO 1.00 39.00 X 0 539015 37389 TAYLOR JOHNSTON CHIEF OPERATING OFFICER 40.00 X 0 0 0 SCOTT DALZIEL CHIEF FINANCIAL OFFICER 1.00 39.00 X 0 139345 27018 ANDREA ORTIZ SECRETARY 1.00 40.00 X 0 106827 25667 KENNETH F MCKENZIE DIRECTOR & CHAIR 0.80 40.00 X 0 284291 0 STEPHEN MITCHELL DIRECTOR & VICE CHAIR 0.20 X 0 0 0 RONALD BARTON DIRECTOR 0.20 X 0 0 0 MARK CLIFTON DIRECTOR 0.10 X 0 0 0 GORDON GILLETTE DIRECTOR 0.40 X 0 0 0 MARK HOUSE DIRECTOR 0.40 X 0 0 0 PRITISH MUKHERJEE PHD DIRECTOR 0.20 40.00 X 0 297209 33702 N LEE PRICE DIRECTOR 0.30 X 0 0 0 RICHARD SOBIERAY DIRECTOR 0.40 40.00 X 0 647976 38139 SYLVIA THOMAS DIRECTOR 0.10 40.00 X 0 279724 36189 JOHN WILCOX DIRECTOR 0.20 X 0 0 0 ERIC FORSYTH EXEC. DIRECTOR, ENTERPRISE 1.00 40.00 X 0 173966 8985 TIMOTHY BAXTER EXEC. DIRECTOR, PROGRAMS 1.00 40.00 X 0 184855 9235 JENNA MADDEN SR. RESEARCH ENGINEER 1.00 40.00 X 0 139648 27034 TONY LATTANZE DIRECTOR OF ENGINEERING 1.00 40.00 X 0 129762 26526 0 2932388 270386 0 0 1 0 REDSTONE GOVERNMENT CONS 501 MADISON STREET SE SUITE 100 HUNTSVILLE AL 35801 SUBCONTRACTOR SERVICES 130896 1 1122759 602679 1725438 CONTRACT REVENUE 541700 12518369 12518369 12518369 14243807 12518369 0 0 X 4298995 2238595 2060400 1988967 919152 1069815 7043 7043 50400 38613 11787 206441 206441 55392 55392 SUBCONTRACTORS 5465487 5465487 PROFESSIONAL AND CONSUL 441464 98998 342466 EQUIPMENT, MATERIALS AN 361380 305748 55632 MISCELLANEOUS 187505 5179 182326 629456 232838 396618 13692530 9304610 4387920 0 1961130 1958646 358120 780262 1947608 1529399 29292 71154 1451191 461798 909506 989393 5205656 5328854 4079252 3922480 238115 36376 243433 173865 4560800 4132721 X 644856 1196133 644856 1196133 5205656 5328854 551277 0 X X 0 1 X 1 0 X X X 1 UNIVERSITY OF SOUTH FLORIDA 593102112 2 1 32130 176148 1 32130 176148 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 483888 113895 369993 967303 347903 619400 989393 LEASE LIABILITY 173865 173865 14250792 6985 6985 14243807 0 14243807 13699515 6985 6985 13692530 0 13692530 1 0 0 0 0 0 0 0 0 0 DR ROBERT BISHOP IMMEDIATE PAST PRES./CEO 0 507814 0 31201 0 0 0 17533 0 19856 0 576404 0 0 SCOTT DALZIEL CHIEF FINANCIAL OFFICER 0 139345 0 0 0 0 0 7162 0 19856 0 166363 0 0 KENNETH F MCKENZIE DIRECTOR & CHAIR 0 284291 0 0 0 0 0 0 0 0 0 284291 0 0 PRITISH MUKHERJEE PHD DIRECTOR 0 269368 0 27841 0 0 0 13846 0 19856 0 330911 0 0 RICHARD SOBIERAY DIRECTOR 0 492456 0 154500 0 1020 0 16954 0 21185 0 686115 0 0 SYLVIA THOMAS DIRECTOR 0 279112 0 500 0 112 0 14346 0 21843 0 315913 0 0 ERIC FORSYTH EXEC. DIRECTOR, ENTERPRISE 0 173966 0 0 0 0 0 8942 0 43 0 182951 0 0 TIMOTHY BAXTER EXEC. DIRECTOR, PROGRAMS 0 184855 0 0 0 0 0 9192 0 43 0 194090 0 0 JENNA MADDEN SR. RESEARCH ENGINEER 0 139648 0 0 0 0 0 7178 0 19856 0 166682 0 0 TONY LATTANZE DIRECTOR OF ENGINEERING 0 129762 0 0 0 0 0 6670 0 19856 0 156288 0 0 PART I, LINE 3 IAE DOES NOT COMPENSATE ANY OF ITS DIRECTORS, OFFICERS OR OTHER PERSONS LISTED ON THE FORM 990, PART VII. COMPENSATION OF THESE INDIVIDUALS IS PAID BY THE SUPPORTED ORGANIZATION IN ACCORDANCE WITH ITS OWN COMPENSATION POLICIES AND REVIEW PROCEDURES. FORM 990, PART I, LINE 5 AND FORM 990, PART V, LINE 2A ALL PERSONNEL COSTS REPORTED ON THIS 990 ARE ALLOCATED TO THE INSTITUTE FOR EMPLOYEES OF THE UNIVERSITY OF SOUTH FLORIDA (USF). USF TRACKS, ADMINISTERS, AND REPORTS ALL PAYROLL AND FRINGE BENEFIT COSTS FOR THESE PERSONNEL. EXPENSES, INCLUDING WAGES, COMPENSATED ABSENCES, AND EMPLOYEE BENEFITS, INCLUDING RETIREMENT BENEFITS, ARE ALLOCATED TO THE INSTITUTE BASED ON THE AMOUNT OF TIME THAT THE INDIVIDUALS DEVOTE TO THE INSTITUTE. HOWEVER, THE RESPONSIBILITY FOR PAYMENT OF SUCH COSTS REMAINS WITH USF. AS SUCH, THE INSTITUTE FILES NO W-2S. FORM 990, PART VI, SECTION B, LINE 11B THE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS REVIEWS AND APPROVES THE 990. THE FULL BOARD OF DIRECTORS IS PROVIDED A COMPLETE COPY OF THE FORM 990 FOR INPUT AND QUESTIONS. ONCE THE REVIEW IS COMPLETED BY ALL PARTIES AND ALL QUESTIONS ARE ADDRESSED, THE PUBLIC ACCOUNTING FIRM, WARREN AVERETT, FINALIZES THE RETURN AND PROVIDES TECHINICAL AND REPORTING ADVICE TO THE FINANCE COMMITTEE TO ENSURE A COMPLETE AND ACCURATE RETURN IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ALL ACTUAL OR POTENTIAL CONFLICTS OF INTEREST AS DEFINED BY THE POLICY ARE REQUIRED TO BE DISCLOSED. ALL POTENTIAL CONFLICTS ARE TO BE BROUGHT TO THE ATTENTION OF THE BOARD OF TRUSTEES FOR REVIEW AND DETERMINATION. APPROPRIATE ACTIONS, SUCH AS VOTING WITHOUT THE MEMBER IN CONFLICT, ARE TO BE TAKEN WHEN AND IF REQUIRED. COMPLIANCE IS TO BE MONITORED AND REVIEWED ON AN ANNUAL BASIS BY THE FINANCE COMMITTEE. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION MAKES ITS FORMS 990 AND FORM 1023 AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 24E USF SHARED SERVICES: PROGRAM SERVICE EXPENSES 176,148. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 176,148. NETWORK AND SECURITY: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 145,044. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 145,044. SOFTWARE AND LICENSE FEES: PROGRAM SERVICE EXPENSES 13,610. MANAGEMENT AND GENERAL EXPENSES 116,112. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 129,722. COMPUTER AND ELECTRONICS: PROGRAM SERVICE EXPENSES 5,191. MANAGEMENT AND GENERAL EXPENSES 91,405. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 96,596. REPAIRS AND MAINTENANCE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 44,057. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 44,057. TUITION: PROGRAM SERVICE EXPENSES 32,130. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 32,130. OTHER DIRECT COSTS: PROGRAM SERVICE EXPENSES 5,759. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,759. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR. UNIVERSITY OF SOUTH FLORIDA 4019 E FOWLER AVENUE SUITE 100 TAMPA FL 33617 593102112 PUBLIC UNIVERSITY FL 115 N/A 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 UNIVERSITY OF SOUTH FLORIDA C 602679 BOOK UNIVERSITY OF SOUTH FLORIDA O 6287962 BOOK UNIVERSITY OF SOUTH FLORIDA N 176148 BOOK