2024-05-08T14:08:25-05:00 2023-06-30 990 2022-07-01 812812384 ADVANCED ROBOTICS FOR MANUFACTURING INSTITUTE ADVA 4127850444 4501 LYTLE STREET MILL 19A 200 PITTSBURGH PA 152071892 LOUISA MICHAELS CHIEF FINANCIAL OFFICER 4127850885 2024-05-01 LOUISA MICHAELS 999009999 0 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z IRA MOSKOWITZ 4501 LYTLE STREET MILL 19A 200 PITTSBURGH PA 152071892 35868101 0 X HTTP://WWW.ARMINSTITUTE.ORG X 2016 PA THE CORPORATION IS FORMED TO FOSTER COLLABORATION AMONG GOVERNMENT, INDUSTRY, AND ACADEMIA TO FURTHER THE GOAL OF ORGANIZING THE U.S. CAPABILITIES CONCERNING ROBOTS IN THE MANUFACTURING ENVIRONMENT INTO A COHERENT ECOSYSTEM THAT WILL BETTER POSITION THE U.S. RELATIVE TO GLOBAL COMPETITION. 13 12 41 12 0 0 23364969 35827812 0 0 872 40289 0 0 23365841 35868101 9601750 14573343 0 0 4032229 5387887 0 0 0 9167591 15674612 22801570 35635842 564271 232259 6044902 9488689 2189990 5401518 3854912 4087171 X THE CORPORATION IS FORMED TO FOSTER COLLABORATION AMONG GOVERNMENT, INDUSTRY, AND ACADEMIA TO FURTHER THE GOAL OF ORGANIZING THE U.S. CAPABILITIES CONCERNING ROBOTS IN THE MANUFACTURING ENVIRONMENT INTO A COHERENT ECOSYSTEM THAT WILL BETTER POSITION THE U.S. RELATIVE TO GLOBAL COMPETITION. 0 0 32550928 14573343 RESEARCH ACTIVITIES TO AID IN THE ADVANCEMENT OF TRANSFORMATIVE ROBOTIC TECHNOLOGIES AND EDUCATION TO INCREASE U.S. GLOBAL MANUFACTURING COMPETITIVENESS. 32550928 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 14 0 1 41 1 0 0 0 0 0 0 0 0 0 0 0 0 X 13 12 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X JACOB ELENSKY CONTROLLER 4127850655 4501 LYTLE STREET MILL 19A SUITE PITTSBURGH PA 152071892 X GARY FEDDER DIRECTOR 3.00 50.00 X 0 361486 78772 PAT ANTKOWIAK DIRECTOR 1.50 0.00 X 0 0 0 MARCIA BALLINGER DIRECTOR 0.00 0.00 X 0 0 0 IRENE BARHYTE DIRECTOR 3.00 0.00 X 0 0 0 JULIE CHEN DIRECTOR (AS OF 2/23) 0.00 0.00 X 0 0 0 ELI EVANKOVICH DIRECTOR 2.00 0.00 X 0 0 0 BRETT LAMBERT DIRECTOR 3.00 0.00 X 0 0 0 ROBERT MANDELBAUM DIRECTOR 0.33 0.00 X 0 0 0 PETRA MITCHELL DIRECTOR 1.00 0.00 X 0 0 0 NEAL ORRINGER DIRECTOR 0.50 0.00 X 0 0 0 SAM REIMAN DIRECTOR (EXITED OCT 2022) 0.00 0.00 X 0 0 0 SASHA STOLYAROV DIRECTOR 1.00 0.00 X 0 0 0 KRISTEN TRAN DIRECTOR (AS OF 3/23) 1.00 0.00 X 0 0 0 EDWARD TUNSTEL DIRECTOR 0.50 0.00 X 0 0 0 IRA MOSKOWITZ CEO 50.00 0.00 X 327722 0 56910 JAMES DOUGLASS COO 50.00 0.00 X 274264 0 49835 LOUISA MICHAELS CFO 50.00 0.00 X 271031 0 46111 ARNOLD KRAVITZ CIO (EXITED 1/23) 50.00 0.00 X 280100 0 24247 LISA MASCIANTONIO CWO 50.00 0.00 X 245604 0 46846 SUZANNE TEELE CSO (AS OF 9/22) 50.00 0.00 X 219284 0 53148 CHARLES BRANDT CTO (AS OF 9/22) 50.00 0.00 X 226185 0 45441 JASON GILLIGAN CBDO (AS OF 6/23) 50.00 0.00 X 0 0 0 MATT FISCHER SENIOR BUSINESS DEVELOPMENT MANAGER 50.00 0.00 X 137889 0 30665 MICHAEL SKOCIK SENIOR PROGRAMS MANAGER 50.00 0.00 X 136546 0 31504 JOHN ZAPPA DIRECTOR OF PRODUCT MANAGEMENT 50.00 0.00 X 139102 0 12859 CHRISTOPHER ADAMS SENIOR PROGRAMS MANAGER 50.00 0.00 X 134347 0 12507 JACOB ELENSKY CONTROLLER 50.00 0.00 X 115238 0 12980 BURAK OZDOGANLAR FORMER OFFICER 0.00 50.00 X 0 254325 97603 HOWIE CHOSET FORMER OFFICER 0.00 50.00 X 0 284505 32732 KATHY PROCH FORMER OFFICER 1.00 50.00 X 0 212504 29989 2507312 1112820 662149 13 1 1 0 RESEARCH TRIANGLE SOLUTIONS LLC 1626 ROWEMONT DRIVE DURHAM NC 27705 RECRUITING 134963 1 1476935 24408313 9942564 35827812 40289 40289 35868101 0 0 40289 14573343 14573343 1841577 1319153 522424 1918584 1374314 544270 1325383 981687 343696 302343 221446 80897 82101 27043 55058 78758 78758 948339 385244 563095 249229 224329 24900 69237 44124 25113 1262569 1101514 161055 1039428 754306 285122 290213 251548 38665 5430 3158 2272 46501 5627 40874 PROJECT EXPENSES 8156571 8156571 EVENT EXPENSES 2057938 2043498 14440 MEMBERSHIP EXPENSES 669061 669061 RECRUITING 460717 278250 182467 258520 136712 121808 35635842 32550928 3084914 0 765233 120986 4677374 8001992 487250 627488 110577 730157 40900 33389 2542 7511 1926 555 6044902 9488689 1806127 3394245 77236 1524321 306627 482952 2189990 5401518 X 3854912 4087171 3854912 4087171 6044902 9488689 232259 0 X X 0 0 1 1 X 16923298 42308660 26586680 23364969 35827812 145011419 16923298 42308660 26586680 23364969 35827812 145011419 145011419 66027 872 40289 107188 54 54 145118661 0.99930 0.99940 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 81895 81895 0 PART II-B, LINE 1: ADVANCED ROBOTICS FOR MANUFACTURING INSTITUTE'S LOBBYING EXPENSES WERE PAID TO A THIRD-PARTY CONSULTING FIRM TO ACHIEVE GOVERNMENT BUSINESS DEVELOPMENT, SECURE FUNDING TO FURTHER ROBOTIC SUSTAINMENT INITIATIVES, AND TO INCREASE REPRESENTATION WITH OTHER TRANSACTION AUTHORITY CONSORTIUMS. 40900 33389 7511 7511 PAYROLL LIABILITIES 482952 482952 X PART X, LINE 2: CARNEGIE MELLON IS A NONPROFIT ORGANIZATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE "CODE") AND IS GENERALLY EXEMPT FROM INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE. THE UNIVERSITY ACCOUNTS FOR UNCERTAINTIES IN INCOME TAXES IN ACCORDANCE WITH AUTHORITATIVE GUIDANCE, WHICH PRESCRIBES A RECOGNITION THRESHOLD OF MORE-LIKELY-THAN-NOT TO BE SUSTAINED UPON EXAMINATION BY THE APPROPRIATE TAXING AUTHORITY. MEASUREMENT OF THE TAX UNCERTAINTY OCCURS IF THE RECOGNITION THRESHOLD HAS BEEN MET. MANAGEMENT DETERMINED THERE WERE NO TAX UNCERTAINTIES THAT MET THE RECOGNITION THRESHOLD AT JUNE 30, 2023 AND 2022. THE UNIVERSITY'S FEDERAL EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURNS REMAIN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE FOR THE YEARS SUBSEQUENT TO JUNE 30, 2019. THE UNIVERSITY'S POLICY IS TO RECOGNIZE INTEREST RELATED TO UNRECOGNIZED TAX BENEFITS IN INTEREST EXPENSE AND PENALTIES IN OPERATING EXPENSES. 1 AMSKILLS 7825 CAMPUS DR BUILDING 6 NEW PORT RICHEY FL 34653 823888203 501(C)(3) 55866 0 N/A N/A RESEARCH SUBAWARDS APT MANUFACTURING SOLUTIONS 801 INDUSTRIAL DRIVE PO BOX 88 HICKSVILLE OH 43526 341816209 5200 0 N/A N/A RESEARCH SUBAWARDS ARIN TECHNOLOGIES INC 544 MILTENBERGER STREET PITTSBURGH PA 15317 475067064 55000 0 N/A N/A RESEARCH SUBAWARDS ARIS TECHNOLOGY LLC 241 OSWALT AVENUE BATAVIA IL 60510 461403806 588073 0 N/A N/A RESEARCH SUBAWARDS BLUEWATER DEFENSE INC PO BOX 96000 COROZAL PR 00783 660441152 39114 0 N/A N/A RESEARCH SUBAWARDS CARNEGIE MELLON UNIVERSITY 5000 FORBES AVENUE PITTSBURGH PA 15213 250969449 501(C)(3) 172946 0 N/A N/A RESEARCH SUBAWARDS CLASS GENERATION LLC 1 BROAD STREET UNIT 14CD STAMFORD CT 06901 822639109 10750 0 N/A N/A RESEARCH SUBAWARDS COMMONWEALTH CENTER FOR ADVANCED MANUFACTURING 5520 W QUAKER RD DISPUTANTA VA 23842 272922154 30225 0 N/A N/A RESEARCH SUBAWARDS GKN AEROSPACE TRANSPARENCY SYSTEMS INC 12122 WESTERN AVENUE GARDEN GROVE CA 92841 951469695 400000 0 N/A N/A RESEARCH SUBAWARDS GRID RASTER INC 1931 OLD MIDDLEFIELD WAT STE G MOUNTAINVIEW CA 94043 471738381 921368 0 N/A N/A RESEARCH SUBAWARDS HENDERSON SEWING MACHINE CO INC 1 WAITS DRIVE PO BOX 966 1 WAITS DRIVE ANDALUSIA AL 36420 630746734 988515 0 N/A N/A RESEARCH SUBAWARDS IUP RESEARCH INSTITUTE 1179 GRANT STREET SUITE ONE INDIANA PA 15701 571175778 21704 0 N/A N/A RESEARCH SUBAWARDS KENNON PRODUCTS INC 1100 HI TECH DRIVE SHERIDAN WY 82801 954143657 145436 0 N/A N/A RESEARCH SUBAWARDS KEYSTONE SPACE COLLABORATIVE 100 INSTITUTE ROAD WORCESTER MA 01609 042121659 501(C)(3) 118750 0 N/A N/A RESEARCH SUBAWARDS LOCKHEED MARTIN 22558 NETWORK PLACE CHICAGO IL 60673 521893632 74047 0 N/A N/A RESEARCH SUBAWARDS PITTSBURGH CHAPTER NATIONAL TOOLING & MACHINING FOUNDATION 107 FREEDOM COURT MOON TOWNSHIP PA 151089020 431955325 115383 0 N/A N/A RESEARCH SUBAWARDS RAYTHEON TECHNOLOGIES RESEARCH CENTER 411 SILVER LANE EAST HARTFORD CT 06118 060570975 200722 0 N/A N/A RESEARCH SUBAWARDS RENSSELAER POLYTECHNIC INSTITUTE 110 EIGHTH STREET TROY NY 12180 141340095 501(C)(3) 942424 0 N/A N/A RESEARCH SUBAWARDS SEWBO INC 1062 PAGE ST SAN FRANCISCO CA 94117 465741007 132561 0 N/A N/A RESEARCH SUBAWARDS SIEMENS CORPORATION 755 COLLEGE RD EAST PRINCETON NJ 08540 132623356 1249277 0 N/A N/A RESEARCH SUBAWARDS SIMINSIGHTS 4790 IRVINE BLVD STE 105 557 IRVINE CA 92620 270689517 175000 0 N/A N/A RESEARCH SUBAWARDS TEXAS A&M UNIVERSITY 7607 EASTMARK DRIVE COLLEGE STATION TX 77840 741974733 501(C)(3) 1321234 0 N/A N/A RESEARCH SUBAWARDS THE BOEING COMPANY 6200 JS MCDONNELL BLVD SAINT LOUIS MO 63134 910425694 1080197 0 N/A N/A RESEARCH SUBAWARDS THE OHIO STATE UNIVERSITY PO BOX 772398 DETROIT MI 482772398 316025986 501(C)(3) 496173 0 N/A N/A RESEARCH SUBAWARDS THE UNIVERSITY OF MEMPHIS PO BOX 1000 DEPT 313 MEMPHIS TN 381480313 620648618 501(C)(3) 443811 0 N/A N/A RESEARCH SUBAWARDS TITAN ROBOTICS INC 2516 JANE STREET STE 100 PITTSBURGH PA 15203 471692638 2221581 0 N/A N/A RESEARCH SUBAWARDS UNIVERSITY OF CONNECTICUT 438 WHITNEY ROAD EXT UNIT 1133 STORRS CT 06269 060772160 501(C)(3) 377757 0 N/A N/A RESEARCH SUBAWARDS UNIVERSITY OF SOUTHERN CALIFORNIA 3650 MCKLINTOCK AVE LOS ANGELES CA 90089 951642394 501(C)(3) 103534 0 N/A N/A RESEARCH SUBAWARDS 9 20 PART I, LINE 2: THE PROGRAM MANAGERS HOLD DETAILED MONTHLY STATUS CALLS WITH EACH AWARDEE WHERE TECHNICAL AND FINANCIAL PROGRESS IS DISCUSSED; TOTAL INVOICING IS TRACKED AGAINST PROJECT BUDGETS; PROGRAM MANAGERS REVIEW THE INVOICES FOR ALLOWABILITY AND REASONABLENESS OF GRANT EXPENSES. 1 X X X 0 0 0 0 0 0 0 0 0 GARY FEDDER DIRECTOR 0 329002 0 0 0 32484 0 26464 0 52308 0 440258 0 0 IRA MOSKOWITZ CEO 321709 0 0 0 6013 0 26374 0 30536 0 384632 0 0 0 BURAK OZDOGANLAR FORMER OFFICER 0 229640 0 0 0 24685 0 18971 0 78632 0 351928 0 0 JAMES DOUGLASS COO 268061 0 0 0 6203 0 21855 0 27980 0 324099 0 0 0 HOWIE CHOSET FORMER OFFICER 0 258862 0 0 0 25643 0 20810 0 11922 0 317237 0 0 LOUISA MICHAELS CFO 269406 0 0 0 1625 0 22083 0 24028 0 317142 0 0 0 ARNOLD KRAVITZ CIO (EXITED 1/23) 276276 0 0 0 3824 0 22102 0 2145 0 304347 0 0 0 LISA MASCIANTONIO CWO 242741 0 0 0 2863 0 19994 0 26852 0 292450 0 0 0 SUZANNE TEELE CSO (AS OF 9/22) 215559 0 0 0 3725 0 17954 0 35194 0 272432 0 0 0 CHARLES BRANDT CTO (AS OF 9/22) 222361 0 0 0 3824 0 18187 0 27254 0 271626 0 0 0 KATHY PROCH FORMER OFFICER 0 211251 0 0 0 1253 0 17162 0 12827 0 242493 0 0 MATT FISCHER SENIOR BUSINESS DEVELOPMENT MANAGER 136386 0 0 0 1503 0 11109 0 19556 0 168554 0 0 0 MICHAEL SKOCIK SENIOR PROGRAMS MANAGER 135017 0 0 0 1529 0 11093 0 20411 0 168050 0 0 0 JOHN ZAPPA DIRECTOR OF PRODUCT MANAGEMENT 136046 0 0 0 3056 0 10884 0 1975 0 151961 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 KRISTEN TRAN AND BRETT LAMBERT HAVE A BUSINESS RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B CARNEGIE MELLON UNIVERSITY'S TAX DEPARTMENT IS RESPONSIBLE FOR GATHERING RELEVANT INFORMATION AND PREPARING THE ANNUAL FORM 990 FOR ADVANCED ROBOTICS FOR MANUFACTURING INSTITUTE. ONCE THE FORM IS COMPLETED, IT IS REVIEWED BY THE CHIEF FINANCIAL OFFICER OF ADVANCED ROBOTICS FOR MANUFACTURING INSTITUTE AND ASSOCIATE VICE PRESIDENT FOR FINANCE AND CONTROLLER OF CARNEGIE MELLON UNIVERSITY. A COMPLETE COPY OF THE FORM IS PROVIDED TO THE BOARD OF DIRECTORS OF ADVANCED ROBOTICS FOR MANUFACTURING INSTITUTE FOR THEIR REVIEW PRIOR TO FILING FORM 990 WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ADVANCED ROBOTICS FOR MANUFACTURING INSTITUTE HAS A WRITTEN CONFLICT OF INTEREST POLICY IN ITS BYLAWS. THE BOARD OF DIRECTORS REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE BY FOLLOWING THE PROCEDURES SET FORTH THERE. FORM 990, PART VI, SECTION B, LINE 15 ARM UTILIZES AN OUTSIDE HUMAN RESOURCE CONSULTING FIRM TO OBTAIN COMPENSATION DATA THROUGH MARKET ANALYSES TO ENSURE THAT PRACTICES ARE COMPARABLE TO SIMILAR ORGANIZATIONS AND APPROPRIATE TO ATTRACT, OBTAIN AND RETAIN QUALIFIED PERSONNEL. ADDITIONALLY, THE ARM BOARD OF DIRECTORS APPROVES ALL OFFICER COMPENSATION AND PERFORMS AN ANNUAL REVIEW WITH THE OFFICERS IN REGARDS TO PERFORMANCE THAT TIE TO RECOMMENDED SALARY INCREASE. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS OF ADVANCED ROBOTICS FOR MANUFACTURING INSTITUTE ARE AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST. FORM 990, PART VII, SECTION A, COLUMN B: FOR EACH PERSON LISTED IN COLUMN A WHO IS AN EMPLOYEE OF ADVANCED ROBOTICS FOR MANUFACTURING INSTITUTE, THE AVERAGE NUMBER OF HOURS PER WEEK STATED IS 50 HOURS PER WEEK; HOWEVER, THE ACTUAL NUMBER OF HOURS WORKED VARIES BETWEEN 50-80 HOURS PER WEEK. FORM 990, PART IV, LINE 12 AND PART XII: AS A SUBSIDIARY OF CARNEGIE MELLON UNIVERSITY, ADVANCED ROBOTICS FOR MANUFACTURING INSTITUTE DOES NOT HAVE SEPARATE FINANCIAL STATEMENTS COMPILED OR REVIEWED BY AN INDEPENDENT ACCOUNTANT; INSTEAD, IT IS PART OF CARNEGIE MELLON'S CONSOLIDATED FINANCIAL STATEMENTS THAT ARE AUDITED BY AN INDEPENDENT ACCOUNTANT. CARNEGIE MELLON UNIVERSITY 5000 FORBES AVENUE PITTSBURGH PA 15213 250969449 EDUCATION/RESEARCH PA 501(C)(3) 170(B)(I)(A)(II) N/A 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 CARNEGIE MELLON UNIVERSITY B 172946 CASH CARNEGIE MELLON UNIVERSITY K 896476 CASH CARNEGIE MELLON UNIVERSITY P 191254 CASH