2025-01-16T12:16:28-06:00 2024-06-30 454084437 WARREN AVERETT LLC 2500 ACTON ROAD BIRMINGHAM AL 35243 990 2023-07-01 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 2025-01-15 1 1 MEGAN RANDOLPH P00989558 2059794100 2025-01-15 2023 2024-10-15 13:58:12Z DR DARREN SCHUMACHER 4202 EAST FOWLER AVENUE ENG 030 TAMPA FL 33620 11282404 0 X 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. 9 7 0 9 0 0 1725438 1434538 12518369 9847866 0 0 0 0 14243807 11282404 0 0 0 0 6287962 5486010 0 0 0 7404568 5549343 13692530 11035353 551277 247051 5328854 8621486 4132721 7178302 1196133 1443184 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 6278719 0 9847866 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. 6278719 1 1 0 0 0 0 0 0 0 0 1 0 0 1 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 12 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 9 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 KENNETH F MCKENZIE DIRECTOR & CHAIR 0.80 40.00 X 0 548084 0 STEPHEN MITCHELL DIRECTOR & VICE CHAIR 0.20 0.00 X 0 0 0 RONALD BARTON DIRECTOR 0.20 0.00 X 0 0 0 MARK CLIFTON DIRECTOR 0.10 0.00 X 0 0 0 GORDON GILLETTE DIRECTOR 0.40 0.00 X 0 0 0 MARK HOUSE DIRECTOR 0.40 0.00 X 0 0 0 SYLVIA THOMAS DIRECTOR 0.10 40.00 X 0 294872 36886 DENNIS CRALL DIRECTOR (AS OF 10/24/23) 0.20 0.00 X 0 0 0 JIM SMITH DIRECTOR (AS OF 10/24/23) 0.50 0.00 X 0 0 0 PRITISH MUKHERJEE PHD DIRECTOR (UNTIL 10/2023) 0.20 40.00 X 0 289554 34739 N LEE PRICE DIRECTOR (UNTIL 10/2023) 0.30 0.00 X 0 0 0 RICHARD SOBIERAY DIRECTOR (UNTIL 5/2024) 0.40 40.00 X 0 613047 36071 JOHN WILCOX DIRECTOR (UNTIL 10/2023) 0.20 0.00 X 0 0 0 DR DARREN SCHUMACHER PRESIDENT/CEO 20.00 20.00 X 0 294368 36498 TAYLOR JOHNSTON CHIEF OPERATING OFFICER 40.00 0.00 X 0 105671 12525 SCOTT DALZIEL CHIEF FINANCIAL OFFICER 40.00 0.00 X 0 159107 27649 MICHAEL ANDREWS SECRETARY 40.00 0.00 X 0 89919 16946 TONY LATTANZE DIRECTOR OF ENGINEERING 40.00 0.00 X 0 160429 27214 ANTHONY JONES ENGINEER III 40.00 0.00 X 0 180690 32896 0 2735741 261424 0 0 1 0 DELTEK INC 2291 WOOD OAK DRIVE HERNDON VA 20171 CONSULTING SERVICEES 135133 1 602679 831859 1434538 CONTRACT REVENUE 541700 9847866 9847866 9847866 11282404 9847866 0 0 3461029 1461375 1999654 2024981 1131633 893348 334849 53389 281460 15525 15525 183709 20553 163156 383584 383584 138563 92572 45991 196495 196495 24418 24418 SUBCONTRACTORS 3106979 3106979 RIGHT OF USE ASSETS - L 314156 314156 EQUIPMENT, MATERIALS AN 209717 170495 39222 USF SHARED SERVICES 179325 179325 462023 62398 399625 11035353 6278719 4756634 0 1958646 3203125 780262 0 1529399 1089404 71154 84331 1995976 544681 989393 1451295 0 2793331 5328854 8621486 3922480 4066615 36376 124843 173865 2986844 4132721 7178302 X 1196133 1443184 1196133 1443184 5328854 8621486 247051 0 X X 0 1 X 1 0 X X X 1 UNIVERSITY OF SOUTH FLORIDA 593102112 2 1 19579 179325 1 19579 179325 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 1028390 1028390 967586 544681 422905 1451295 RIGHT OF USE ASSETS 2793331 2793331 LEASE LIABILITY 2986844 2986844 12164681 882277 882277 11282404 0 11282404 11917630 882277 882277 11035353 0 11035353 0 0 0 0 0 0 0 0 0 RICHARD SOBIERAY DIRECTOR (UNTIL 5/2024) 0 512027 0 100000 0 1020 0 14209 0 21862 0 649118 0 0 KENNETH F MCKENZIE DIRECTOR & CHAIR 0 498084 0 50000 0 0 0 0 0 0 0 548084 0 0 SYLVIA THOMAS DIRECTOR 0 294022 0 0 0 850 0 15113 0 21773 0 331758 0 0 DR DARREN SCHUMACHER PRESIDENT/CEO 0 251724 0 42644 0 0 0 12939 0 23559 0 330866 0 0 PRITISH MUKHERJEE PHD DIRECTOR (UNTIL 10/2023) 0 289554 0 0 0 0 0 14883 0 19856 0 324293 0 0 ANTHONY JONES ENGINEER III 0 180690 0 0 0 0 0 13040 0 19856 0 213586 0 0 TONY LATTANZE DIRECTOR OF ENGINEERING 0 160429 0 0 0 0 0 8246 0 18968 0 187643 0 0 SCOTT DALZIEL CHIEF FINANCIAL OFFICER 0 151607 0 7500 0 0 0 7793 0 19856 0 186756 0 0 PART I, LINE 3 UNIVERISTY OF SOUTH FLORIDA INSTITUTE OF APPLIED ENGINEERING 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 PERSONNEL EXPENSES. THESE EXPENSES INCLUDE WAGES, COMPENSATED ABSENCES, EMPLOYEE BENEFITS, AND RETIREMENT BENEFITS. THE EXPENSES 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 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