2026-04-08T12:23:42-05:00 2025-09-30 390859910 BAKER TILLY ADVISORY GROUP LP 4747 EXECUTIVE DR SUITE 1300 SAN DIEGO CA 92121 990 2024-10-01 932718987 DR ALFRED A KUEHN INNOVATION INSTITUTE DRAL 4124540236 400 MSA DRIVE TARENTUM PA 15084 MARGARET BORIGHT DIRECTOR AND PRESIDENT 4124540236 2026-04-02 1 1 PATRICIA J MAYER P00188643 8586271400 2024 2025-03-06 01:10:19Z MARGARET BORIGHT 400 MSA DRIVE TARENTUM PA 15084 840197 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 2 0 2 0 0 103215399 8680 0 0 110 831517 0 0 103215509 840197 0 20000 0 0 0 0 0 0 0 59647 66808 59647 86808 103155862 753389 103432104 104006607 180000 1114 103252104 104005493 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 20000 20000 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. 20000 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 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 1 UK MY 0 0 0 0 0 0 X 4 2 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 253145 29409 PATRICK GALLAGHER DIRECTOR, SECRETARY, AND T 2.00 40.00 X X 0 194826 25136 GARY KUEHN DIRECTOR 2.00 0.00 X 0 0 0 0 447971 54545 0 0 1 0 0 8680 8680 831517 831517 840197 0 0 831517 X 20000 20000 7966 7966 37251 37251 18850 18850 1922 1922 309 309 BANK FEES 510 510 86808 20000 66808 0 120462 54199 0 540766 103311642 103311642 0 100000 103432104 104006607 180000 1114 180000 1114 X 0 0 0 0 103252104 104005493 103252104 104005493 103432104 104006607 753389 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 1 CLEAR THOUGHTS FOUNDATION 3000 VILLAGE RUN RD UNIT 103 225 WEXFORD PA 15090 273778734 501(C)(3) 10000 0 SUPPORT COLLABORATIVE RESEARCH INITIATIVES TO FIND A CURE FOR DEMENTIA OUTDOOR IMMERSION 3963 JORDAN ST 221 SOUTH HEIGHTS PA 15081 473889500 501(C)(3) 10000 0 SUPPORT OF PROGRAMING FOR VETERANS 2 0 PART I, LINE 2: THE ORGANIZATION MAKES GRANTS, LOANS, OR OTHER DISTRIBUTIONS TO ORGANIZATIONS. PETITIONERS FOR GRANTS OR LOANS SHALL SUBMIT A REQUEST PROPOSAL OUTLINING THE PURPOSE, USE, AND PLANS FOR FUNDS. THE INSTITUTES' BOARD OF DIRECTORS, OR THEIR DESIGNEES, SHALL REVIEW REQUESTS, AND WHEN APPROPRIATE, APPROVE DISTRIBUTIONS. CRITERIA CONSIDERED IN ACCEPTING REQUESTS INCLUDE THE FURTHERANCE OF THE INSTITUTE'S SOCIAL WELFARE PURPOSE, THE USE OF ADVANCED DATA ANALYTICS, AND THE IMPACT ON RELATED PUBLIC POLICY AREAS. GRANTS, LOANS OR OTHER DISTRIBUTION RECIPIENTS WILL BE REQUIRED TO SUBMIT A FINAL REPORT TO THE ORGANIZATION DETAILING HOW THE FUNDS WERE USED. FUNDS NOT USED FOR THE REQUESTED PURPOSES ARE SUBJECT TO REPAYMENT. THE SECRETARY OF THE ORGANIZATION WILL KEEP DETAILED RECORDS IN EITHER PAPER OR ELECTRONIC FORM OF ALL TRANSFERS MADE. 0 0 0 0 0 0 0 0 0 STEPHEN GONGAWARE DIRECTOR AND VP 0 253145 0 0 0 0 0 19419 0 9990 0 282554 0 0 PATRICK GALLAGHER DIRECTOR, SECRETARY, AND T 0 194826 0 0 0 0 0 13736 0 11400 0 219962 0 0 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. FORM 990, PART IX, LINE 11G CONSULTING: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 18,850. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 18,850. 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 1 0 0 0 0 0 0 0 0 0 0 0 0 0 MANAGEMENT SCIENCE ASSOCIATES F 822959 FMV