2026-04-23T13:42:45-05:00 2025-06-30 273858252 DEAN DORTON ALLEN FORD PLLC 810 WRIGHTS SUMMIT PARKWAY SUITE 300 FORT WRIGHT KY 41011 990 2024-07-01 800729066 UNIVERSITY OF CINCINNATI RESEARCH INSTITUTE UNIV 5135585811 PO BOX 19614 CINCINNATI OH 45219 PATRICK CLARK EXECUTIVE DIRECTOR 5135584232 2026-04-23 1 0 STEPHANIE ALLGEYER P00761973 8593313300 2026-04-20 2024 2025-03-06 01:10:19Z FRANK GERNER 3080 EXPLORATION AVENUE CINCINNATI OH 45206 5923329 0 X N/A X 2010 OH TO PROVIDE STATE-OF-THE-ART RESEARCH, EDUCATIONAL FACILITIES, AND EFFICIENT BUSINESS AND LEGAL OPPORTUNITIES FOR THE ADVANCEMENT AND DEVELOPMENT OF INTELLECTUAL PROPERTY THAT CONTRIBUTES TO THE NEEDS OF FACULTY AND STUDENTS AND ENHANCES SUSTAINABLE COMMUNITY ECONOMIC DEVELOPMENT. 5 5 0 5 0 0 0 0 6393459 5631492 176162 230291 86088 61546 6655709 5923329 0 0 0 0 0 0 0 0 0 6039889 5414583 6039889 5414583 615820 508746 7673469 5796370 5823174 3437329 1850295 2359041 X TO PROVIDE STATE-OF-THE-ART RESEARCH, EDUCATIONAL FACILITIES, AND EFFICIENT BUSINESS AND LEGAL OPPORTUNITIES FOR THE ADVANCEMENT AND DEVELOPMENT OF INTELLECTUAL PROPERTY THAT CONTRIBUTES TO THE NEEDS OF FACULTY AND STUDENTS AND ENHANCES SUSTAINABLE COMMUNITY ECONOMIC DEVELOPMENT. 0 0 4763614 5631492 THE INSTITUTE FACILITATES RESEARCH AND CONSULTING AGREEMENTS. 4763614 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 7 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 5 5 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 OH X PATRICK CLARK 5135562628 3080 EXPLORATION AVENUE CINCINNATI OH 45206 X FRANK GERNER PRESIDENT OF BOARD OF TRUSTEES 0.50 X X 0 0 0 KIMM LAUTERBACH BOARD MEMBER 0.25 X 0 0 0 WILLIAM PORTMAN BOARD MEMBER 0.25 X 0 0 0 WILLIAM MARTINI BOARD MEMBER 0.25 X 0 0 0 PATRICK KOWALSKI BOARD MEMBER 0.25 X 0 0 0 PATRICK CLARK EXECUTIVE DIRECTOR 40.00 X 0 0 0 0 0 0 0 0 0 0 0 SCIENTIFIC RESEARCH & 541700 5631492 5631492 5631492 230291 230291 ADDITIONAL PURCHASE PR 900099 61546 61546 61546 5923329 5631492 0 291837 74500 74500 124747 124747 18665 18665 9560 9560 28597 28597 UC PROJECT EXPENSE 4763614 4763614 PERSONNEL COST REIMBURS 378119 378119 BAD DEBT EXPENSE 9636 9636 MISCELLANEOUS EXPENSE 7145 7145 5414583 4763614 650969 0 4516574 2870124 1487316 1177151 29287 11739 1640292 1714843 0 22513 7673469 5796370 2587249 1503182 3235925 1879125 0 55022 5823174 3437329 X 1850295 2359041 1850295 2359041 7673469 5796370 508746 0 X 0 0 0 X 435281 213559 648840 3939229 5379778 4775043 6393459 5631492 26119001 4374510 5593337 4775043 6393459 5631492 26767841 0 2037990 2219047 2299457 2883758 1844185 11284437 2037990 2219047 2299457 2883758 1844185 11284437 15483404 5364 11925 177275 230291 424855 5364 11925 177275 230291 424855 2202 62736 86088 61546 212572 4382076 5605262 4837779 6656822 5923329 27405268 0.56500 0.49540 0.01550 0.00730 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2020 AMOUNT: $ 2,202. 2022 AMOUNT: $ 62,736. 2023 AMOUNT: $ 86,088. 2024 AMOUNT: $ 61,546. 0 UC GENERAL OVERHEAD 55022 55022 X PART X, LINE 2: UCRI IS A NOT-FOR-PROFIT ORGANIZATION AS DEFINED UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND, AS SUCH, IS EXEMPT FROM FEDERAL INCOME TAXES. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN AND RECOGNIZE A TAX LIABILITY IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY VARIOUS FEDERAL AND STATE TAXING AUTHORITIES. UCRI HAS EVALUATED ITS TAX POSITIONS AND HAS CONCLUDED THAT THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE ACCOMPANYING FINANCIAL STATEMENTS. OPEN TAX YEARS INCLUDE 2019 THROUGH 2025. AS OF JUNE 30, 2025, UCRI HAS NO ASSETS OR LIABILITIES RECORDED RELATED TO UNCERTAIN TAX POSITIONS. SUB-SAHARAN AFRICA 0 1 RESEARCH PROGRAM SERVICES RESEARCH 16800 EAST ASIA AND THE PACIFIC 0 4 RESEARCH PROGRAM SERVICES RESEARCH 23723 0 5 0 0 0 5 40523 0 40523 0 0 0 0 0 0 FORM 990, PART VI, SECTION A, LINE 3 UCRI HAS AN ANNUAL SERVICE AGREEMENT WITH THE UNIVERSITY OF CINCINNATI TO PROVIDE PROJECT ACCOUNTING, CONTRACT AND OTHER ADMINISTRATIVE, PROFESSIONAL SERVICES. IN 2025 UCRI PAID APPROXIMATELY $452,619 FOR THESE SERVICES. OF THIS AMOUNT, $378,119 IS RECORDED ON THE EXPENSE LINE ITEM "UC PERSONNEL COSTS AND THE REMAINING $74,500 IS RECORDED ON THE 'UC SERVICES SRS' LINE ITEM. OF THE $378,119 "UC PERSONNEL COSTS," APPROXIMATELY $84,000 WAS FOR THE EXECUTIVE DIRECTOR. FORM 990, PART VI, SECTION B, LINE 11B THE INSTITUTE'S EXTERNAL ACCOUNTANTS PREPARE FORM 990 AND REVIEW IT WITH THE EXECUTIVE DIRECTOR. THE FORM 990 IS THEN PROVIDED TO THE BOARD FOR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE INSTITUTE REQUIRES ALL BOARD MEMBERS TO ANNUALLY COMPLETE A CONFLICT OF INTEREST FORM. ANY POTENTIAL CONFLICT OF INTEREST ISSUES ARE MONITORED AND ADDRESSED BY THE CEO. ANY MEMBER WITH A CONFLICT CANNOT DISCUSS AND CANNOT VOTE ON THE ISSUE. FORM 990, PART VI, SECTION C, LINE 19 THE DOCUMENTS ARE AVAILABLE UPON REQUEST.