2025-08-07T19:29:53-05:00 2024-09-30 390859910 BAKER TILLY ADVISORY GROUP LP 4747 EXECUTIVE DR SUITE 1300 SAN DIEGO CA 92121 990 2023-10-01 932718987 DR ALFRED A KUEHN INNOVATION INSTITUTE DRAL 4124540236 400 MSA DRIVE TARENTUM PA 15084 MARGARET BORIGHT DIRECTOR AND PRESIDENT 4124540236 2025-08-06 1 0 PATRICIA J MAYER P00188643 8586271400 2025-08-06 2023 2025-03-06 01:10:19Z MARGARET BORIGHT 400 MSA DRIVE TARENTUM PA 15084 103215509 0 X N/A X 2023 PA TO CONDUCT STUDIES AND RESEARCH USING ADVANCED DATA ANALYTICAL TECHNIQUES WITH THE OBJECTIVE OF IMPROVING THE HEALTH, WELLNESS, AND LONGEVITY IN THE HUMAN POPULATION. 4 4 0 4 0 0 0 103215399 0 0 0 110 0 0 0 103215509 0 0 0 0 0 0 0 0 0 0 59647 0 59647 0 103155862 0 103432104 0 180000 0 103252104 X THE CORPORATION IS INCORPORATED UNDER THE NONPROFIT CORPORATION LAW OF 1988 OF THE COMMONWEALTH OF PENNSYLVANIA AND SHALL BE OPERATED EXCLUSIVELY TO PROMOTE SOCIAL WELFARE WITHIN THE MEANING OF SECTION 501(C)(4) OF THE INTERNAL REVENUE CODE, FOR ANY LAWFUL PURPOSE, INCLUDING BUT NOT LIMITED TO (I) CONDUCTING STUDIES AND RESEARCH USING ADVANCED DATA ANALYTICAL TECHNIQUES, AND (II) PROMOTING AND INFLUENCING PUBLIC POLICIES, WHICH SHALL INCLUDE INFLUENCING LEGISLATION AND LOBBYING TO THE EXTENT PERMITTED BY APPLICABLE LAW REGULATING THE INSTITUTE, WITH THE OBJECTIVE OF IMPROVING THE HEALTH AND WELLNESS IN THE GENERAL HUMAN POPULATION, AND MAY ALSO BE USED FOR THE ADMINISTRATIVE EXPENSES OF THE INSTITUTE. 0 0 3170 THE ORGANIZATION RECEIVED FUNDING IN DECEMBER 1, 2023 AND BEGAN ACTIVITIES TO ESTABLISH ITSELF, INCLUDING SUBMITTAL OF IRS AND OTHER FORMS. THE DIRECTORS ALSO BEGAN AN OUTREACH TO INDIVIDUALS AND ORGANIZATIONS TO EXPLORE GROUPS TO PARTNER WITH OR POTENTIALLY FUND. THE PURPOSE OF THE INSTITUTE IS TO CONDUCT STUDIES AND RESEARCH USING ADVANCED DATA ANALYTICAL TECHNIQUES WITH THE OBJECTIVE OF IMPROVING THE HEALTH AND WELLNESS IN THE GENERAL POPULATION. THE ORGANIZATION WILL PROMOTE AND INFLUENCE PUBLIC POLICIES, INCLUDING INFLUENCING LEGISLATION AND LOBBYING TO THE EXTENT PERMITTED BY APPLICABLE LAW REGULATING THE INSTITUTE, IN SUPPORT OF THE OBJECTIVE. 3170 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 1 0 0 0 0 1 UK 0 0 0 0 0 0 X 4 4 1 0 0 0 0 0 0 1 0 0 0 1 1 1 1 0 0 0 0 0 X PATRICK GALLAGHER 4127215196 400 MSA DRIVE TARENTUM PA 15084 MARGARET BORIGHT DIRECTOR AND PRESIDENT 3.00 0.00 X X 0 0 0 STEPHEN GONGAWARE DIRECTOR AND VP 3.00 40.00 X X 0 234180 24167 PATRICK GALLAGHER DIRECTOR, SECRETARY, AND TREASURER 2.00 40.00 X X 0 185488 26800 GARY KUEHN DIRECTOR (FROM 8/16/24) 2.00 0.00 X 0 0 0 0 419668 50967 0 0 1 0 0 103215399 103215399 103215399 110 110 103215509 0 0 110 49625 49625 5395 5395 3000 3000 1164 1164 293 293 NETWORKING 170 170 59647 3170 56477 0 120462 103311642 0 103432104 180000 0 180000 X 0 0 0 0 0 103252104 0 103252104 0 103432104 103155862 96242 0 X 0 0 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 SILVER 326286 F PRIVATE COMPANY STOCK 102985356 F 103311642 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 INVESTMENT 2640000 0 0 0 0 0 0 2640000 0 2640000 0 0 1 0 0 0 PART I, LINE 3, COLUMN (F) ACCOUNTING METHOD: ACCRUAL 0 0 0 0 0 0 0 0 0 STEPHEN GONGAWARE DIRECTOR AND VP 0 234180 0 0 0 0 0 15400 0 8767 0 258347 0 0 PATRICK GALLAGHER DIRECTOR, SECRETARY, AND TREASURER 0 185488 0 0 0 0 0 15400 0 11400 0 212288 0 0 X 1 102985356 FMV X SILVER 1 230043 FMV 0 0 0 0 PART I, COLUMN (B): THE NUMBER IN COLUMN (B) REPRESENTS THE NUMBER OF DONORS. FORM 990, PART VI, SECTION A, LINE 2 STEPHEN GONGAWARE AND PATRICK GALLAGHER HAVE A BUSINESS RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 8B THERE IS NO COMMITTEE WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B A DRAFT OF THE FORM 990 WAS CIRCULATED TO ALL MEMBERS OF THE GOVERNING BODY FOR REVIEW. A FINAL VERSION OF THE FORM 990 WAS PROVIDED TO ALL BOARD MEMBERS PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C AT EACH BOARD MEETING, AGENDA ITEMS ARE REVIEWED SO THAT ANY TRANSACTION OR ARRANGEMENT THAT MIGHT BENEFIT THE PRIVATE INTEREST OF AN OFFICER OR DIRECTOR OF THE ORGANIZATION IS IDENTIFIED, AND APPROPRIATE RECUSAL, OR OTHER ACTION TAKEN CONSISTENT WITH THE POLICY. FORM 990, PART VI, SECTION B, LINES 13 AND 14: THE ORGANIZATION'S WHISTLEBLOWER POLICY AND DOCUMENT RETENTION AND DESTRUCTION POLICY ARE IN PROCESS AND WILL BE FORMALLY ADOPTED BY THE END OF THE NEXT FISCAL YEAR. 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. MANAGEMENT SCIENCE ASSOCIATES 400 MSA DRIVE TARENTUM PA 15084 251126415 MARKETING RESEARCH PA DR ALFRED A KUEHN INNOVATION INSTITUTE C 0.98000 1 MSA FOCUS FIRST FLOOR OFFICES UNIT 1 NEPTUNE CARDIFF WALES UK CF24 5PJ SOFTWARE PUBLISHER UK MANAGEMENT SCIENCE ASSOCIATES INC C 0.98000 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 MANAGEMENT SCIENCE ASSOCIATES S 180000 FMV