2025-03-06T11:44:25-06:00 2024-06-30 362170602 WARADY & DAVIS LLP 1717 DEERFIELD RD SUITE 300S DEERFIELD IL 60015 990 2023-07-01 464996721 SHARED-USE MOBILITY CENTER SHAR 3124486202 222 W MERCHADISE MART PLAZA 1212 CHICAGO IL 60654 BENJAMIN DE LA PENA CEO 3124486202 2025-03-05 1 1 KOSTA G TCHOBANOV P01302744 8472679600 2025-03-05 2023 2025-03-06 01:10:19Z CLAYTON LANE 222 W MERCHADISE MART PLAZA 1212 CHICAGO IL 60654 2545796 0 X SHAREDUSEMOBILITYCENTER.ORG X 2013 IL SHARED-USE MOBILITY CENTER WAS ORGANIZED TO ENGAGE IN RESEARCH CONCERNING MOBILITY CHOICES FOR PEOPLE AND COMMUNITIES WITHIN THE UNITED STATES, INCLUDING THE DEVELOPMENT, EXPANSION, AND INTEGRATION OF TECHNOLOGIES; PUBLICATION OF SCHOLARLY WORKS AND CREATION OF PRACTICAL RESOURCE GUIDES; CREATION OF A LIBRARY THROUGH WHICH THE WORK PRODUCTS OF THE CENTER CAN BE DISSEMINATED TO THE PUBLIC; CREATION OF A FORUM THROUGH WHICH THE WORK OF THE CENTER, TOGETHER WITH SUCH OF OTHER THOUGHT LEADERS, CAN BE SHARED AND DISCUSSED; AND, FURTHER FACILITATE AND ENCOURAGE PUBLIC DISCOURSE. 11 10 26 11 0 0 1121652 776965 1304281 1765877 0 0 0 2954 2425933 2545796 0 0 0 0 2006599 2055302 0 0 81629 700434 553707 2707033 2609009 -281100 -63213 865120 933126 324606 455825 540514 477301 X THE SHARED-USE MOBILITY CENTER (SUMC) IS A PUBLIC-INTEREST ORGANIZATION WORKING TO FOSTER COLLABORATION IN SHARED MOBILITY (INCLUDING BIKE-SHARING, CAR-SHARING, RIDE-SHARING AND MORE) AND HELP EDUCATE AND CONNECT THE GROWING INDUSTRY WITH TRANSIT AGENCIES, CITIES AND COMMUNITIES ACROSS THE NATION. THROUGH PILOTING PROGRAMS, CONDUCTING NEW RESEARCH AND PROVIDING EDUCATIONAL WORKSHOPS AND MATERIALS TO CITIES AND REGIONS, SUMC HOPES TO EXTEND THE BENEFITS OF SHARED MOBILITY FOR ALL. 0 0 1890822 1765877 FOSTER COLLABORATION AND AWARENESS OF SHARED MOBILITY AMONG INDUSTRY, TRANSIT AGENCIES, CITIES, COMMUNITIES AND INDIVIDUALS THROUGH EDUCATION, PILOTING PROGRAMS, CONDUCTING RESEARCH AND PROVIDING EXPERTISE. 1890822 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 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 0 0 0 0 1 9 0 26 1 0 0 0 0 0 0 0 0 0 0 0 0 X 11 10 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 IL CA X BENJAMIN DE LA PENA 3124486202 222 W MERCHADISE MART PLAZA 1212 CHICAGO IL 60654 CLAYTON LANE CHAIRMAN 1.00 X X 0 0 0 SCOTT BERNSTEIN TREASURER 1.00 X X 0 0 0 JAYNA LYNOTT SECRETARY 1.00 X X 0 0 0 EMILY CASTOR WARREN DIRECTOR (UNTIL JUNE 2024) 1.00 X 0 0 0 KEVIN MCLAUGHLIN DIRECTOR 1.00 X 0 0 0 STEFANIE BRODIE DIRECTOR (UNTIL JUNE 2024) 1.00 X 0 0 0 DANIELLE HARRIS DIRECTOR 1.00 X 0 0 0 BENJAMIN DE LA PENA CEO 37.50 X X 194222 0 15541 ALISON SANT DIRECTOR 1.00 X 0 0 0 MIDORI VALDIVIA DIRECTOR 1.00 X 0 0 0 CAROL COLETTA DIRECTOR 1.00 X 0 0 0 GIA BIAGI DIRECTOR 1.00 X 0 0 0 AMY CHIOU DIRECTOR 1.00 X 0 0 0 BRIAN HOLLAND COO 37.50 X 111722 0 15548 305944 0 31089 2 0 1 0 0 367452 409513 776965 OTHER PROGRAM SERVICES 541900 1765877 1765877 1765877 MISCELLANEOUS INCOME 900099 2954 2954 2954 2545796 1768831 0 0 217309 145511 56530 15268 1577521 1159434 370042 48045 124195 91351 29104 3740 136277 99156 32359 4762 309 309 34503 34503 132736 120659 11535 542 2487 2487 8793 7519 1110 164 54997 44142 9799 1056 65181 47426 15477 2278 77002 66426 9156 1420 50729 40810 8645 1274 26109 18997 6200 912 34215 24895 8124 1196 9872 4813 4828 231 BAD DEBT 26720 26720 STAFF DEVELOPMENT/TRAIN 21203 16581 4030 592 DUES/SUBS/PUBLICATIONS 4263 3102 1012 149 MISCELLANEOUS 3689 3689 899 899 2609009 1890822 636558 81629 121741 92581 260278 336235 353001 372640 28433 25361 41203 21864 27067 19339 70050 43563 4550 43407 865120 933126 174606 148233 150000 265000 0 42592 324606 455825 X 303472 315999 237042 161302 540514 477301 865120 933126 -63213 0 X X 0 1 X 1 0 X 767724 1217169 1392799 1121652 776965 5276309 767724 1217169 1392799 1121652 776965 5276309 1219242 4057067 2954 2954 5279263 6385142 0.76850 0.76110 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 41203 21864 19339 19339 OPERATING LEASE LIABILITY 36302 NONCURRENT OPERATING LEASE LIABILTY 6290 42592 X 2557163 11367 11367 2545796 0 2545796 2620376 11367 11367 2609009 0 2609009 PART X, LINE 2: THE CENTER FOLLOWS THE GUIDANCE IN THE FASB CODIFICATION TOPIC RELATED TO UNCERTAINTY IN INCOME TAXES WHICH PRESCRIBES A COMPREHENSIVE MODEL FOR RECOGNIZING, MEASURING, PRESENTING AND DISCLOSING IN THE FINANCIAL STATEMENTS UNCERTAIN TAX POSITIONS THAT THE ORGANIZATION HAS TAKEN OR EXPECTS TO TAKE IN ITS TAX RETURNS. UNDER THE GUIDANCE, THE ORGANIZATION MAY RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS "MORE LIKELY THAN NOT" THAT IT IS SUSTAINABLE, BASED ON ITS TECHNICAL MERITS. THE TAX BENEFITS RECOGNIZED IN THE FINANCIAL STATEMENTS FROM SUCH A POSITION SHOULD BE MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT WITH A TAXING AUTHORITY HAVING FULL KNOWLEDGE OF ALL RELEVANT INFORMATION. THE CENTER BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR THE POSITIONS TAKEN ON ITS RETURNS. X X 0 0 0 0 0 0 0 0 0 BENJAMIN DE LA PENA CEO 194222 0 0 0 0 0 0 0 15541 0 209763 0 0 0 FORM 990, PART VI, SECTION A, LINE 4 THE ORGANIZATION'S BY-LAWS WERE REVISED IN APRIL 2024. THE SIGNIFICANT CHANGES INCLUDE PROHIBITING THE CEO FROM ALSO SERVING AS SECRETARY OR TREASURER, UPDATING THE DESCRIPTION OF SECRETARY AND TREASURER RESPONSIBILITIES, AND ADDING A CONFLICT OF INTEREST AND NOTICE SECTION. FORM 990, PART VI, SECTION B, LINE 11B THE DRAFT 990 IS REVIEWED BY THE TREASURER AND THE FINAL 990 IS CIRCULATED TO THE BOARD WITH THE FINAL FINANCIAL STATEMENTS BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ARE REQUIRED TO DISCLOSE WHEN POTENTIAL CONFLICTS ARISE AND THE ORGANIZATION ATTEMPTS TO HAVE THE BOARD MEMBERS SIGN OFF THAT THEY UNDERSTAND THE POLICY ON AN ANNUAL BASIS. ANY CONFLICTS ARE DISCUSSED AT A BOARD MEETING AND DEALT WITH ACCORDINGLY. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE DIRECTOR'S SALARY IS REVEIWED BY A BOARD COMMITTEE CONSISTING OF 3 BOARD MEMBERS,INCLUDING THE CHAIR. THIS PROCESS WAS DOCUMENTED AND THE SALARY AMOUNT APPROVED BY THE BOARD. THERE ARE NO OTHER COMPENSATED OFFICERS OR KEY EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.