2025-06-17T11:05:47+00:00 2024-12-31 135381590 BDO USA 8401 GREENSBORO DR STE 800 MCLEAN VA 221023599 990 2024-01-01 132593244 RIVERSIDE RESEARCH INSTITUTE RIVE 7039082122 12601 FAIR LAKES CIRCLE 400 FAIRFAX VA 22033 KATHIE POWERS CFO, TRES, & CRP SEC 7039082122 2025-06-17 true JAKE COOK P01240455 7038930600 2025-06-17 2024 2025-03-06 01:10:19Z X KATHIE POWERS 12601 FAIR LAKES CIRCLE 400 FAIRFAX VA 22033 189258394 false X WWW.RIVERSIDERESEARCH.ORG X 1967 NY THE NATURE OF ITS ACTIVITIES ARE TO ENGAGE IN AND SUPPORT SCIENTIFIC RESEARCH. 13 12 874 0 0 0 157666398 182653461 4972183 6589704 18344 15229 162656925 189258394 170000 21090 0 115278611 129046131 0 0 33758211 39524307 149206822 168591528 13450103 20666866 142413433 171546881 46752749 48204431 95660684 123342450 RIVERSIDE RESEARCH INSTITUTE ENGAGES IN AND ADVANCES SCIENTIFIC RESEARCH ON BEHALF OF THE U.S. GOVERNMENT AND IN THE PUBLIC INTEREST. false false 161045367 21090 182653461 THE INSTITUTE ENGAGES IN AND SUPPORTS SCIENTIFIC RESEARCH, ON BEHALF OF THE U.S. GOVERNMENT AND ITS AGENCIES AS WELL AS THE NATIONAL INSTITUTE OF HEALTH, ON VARIOUS CLASSIFIED AND UNCLASSIFIED PROGRAMS IN A VARIETY OF AREAS INCLUDING RADAR AND CYBER TECHNOLOGY AS WELL AS THE IDENTIFICATION AND TREATMENT OF CERTAIN CANCERS. 161045367 true false false false false false false false false false true true false true true true false true false true true false false false false false false true false true false false false false false false false false false false false false false false false true true true false false true 106 0 true 874 true false false false false false false false false false false true false X 13 12 false false false false false false false true true false false false true true true true true true true true false false CA NY OR X KATHIE POWERS CFO 7039082122 12601 FAIR LAKES CIRCLE SUITE 400 FAIRFAX VA 22033 J HARRIS VICE CHAIRMAN 8.0 0.0 X X 54000 0 0 J SHIELDS CHAIRMAN 8.0 0.0 X X 70000 0 0 S R OMICK PHD PRESIDENT AND CEO 40.0 0.0 X X 1351859 0 28042 A GRASSO TRUSTEE 5.0 0.0 X 51000 0 0 A ROUSE TRUSTEE 5.0 0.0 X 56000 0 0 C DOWNES TRUSTEE 5.0 0.0 X 54000 0 0 G BENNETT PHD TRUSTEE 5.0 0.0 X 51000 0 0 J GIERING TRUSTEE 5.0 0.0 X 45000 0 0 L PORTER PHD TRUSTEE 5.0 0.0 X 47000 0 0 R BROTHERS PHD TRUSTEE 5.0 0.0 X 49000 0 0 S SHEA TRUSTEE 5.0 0.0 X 47000 0 0 TC YORK TRUSTEE 5.0 0.0 X 47000 0 0 W N MCCASLAND PHD TRUSTEE 5.0 0.0 X 45000 0 0 K POWERS CFO, TREASURER, & CORP SEC 40.0 0.0 X 542737 0 34500 J LUKE VP BU DIRECTOR 40.0 0.0 X 221189 0 19171 J PURSEL VP BU DIRECTOR 40.0 0.0 X 693651 0 43259 M BAREFOOT VP BU DIRECTOR 40.0 0.0 X 470679 0 34900 M D'ANGELO CHRO 40.0 0.0 X 425893 0 27942 R DENZ VP BU DIRECTOR 40.0 0.0 X 362345 0 27975 T WALTZ VP BU DIRECTOR 40.0 0.0 X 405014 0 28050 C INCARDONA PRINCIPLE STAFF MEMBER 40.0 0.0 X 284870 0 16417 F FALCO PHD DIRECTOR 40.0 0.0 X 273321 0 35908 G ISSLER DIRECTOR 40.0 0.0 X 282376 0 14301 J WU TECHNICAL ADVISOR 40.0 0.0 X 285714 0 21909 WD CASEBEER DIRECTOR 40.0 0.0 X 374206 0 11705 6589854 0 344079 535 false true false L3 COMMUNICATIONS SYSTEMS 22117 NETWORK PLACE CHICAGO IL 60673 SUBCONTRACTOR SERVICES 873814 GRAYEROCK LLC 1527 39TH AVENUE SAN FRANCISCO CA 94122 CONSULTANT SERVICES 598383 INFOBALIZE LLC 1120 WESTFIELD DRIVE MENLO PARK CA 94025 CONSULTANT SERVICES 519058 TRUSTEES OF BOSTON UNIVERSITY 25 BUICK STREET 2ND FLOOR BOSTON MA 02215 SUBCONTRACTOR SERVICES 515485 LITAL MEHR 2A WEST COURT SAUSALITO CA 94965 CONSULTANT SERVICES 503081 48 0 0 0 0 0 0 0 0 SCIENTIFIC RESEARCH & DEVELOPMENT 541700 182653461 182653461 0 0 0 0 182653461 6589704 6589704 0 0 0 0 0 0 0 0 0 MISCELLANEOUS REVENUE 900099 15229 15229 0 0 0 0 15229 189258394 182653461 0 6604933 X 21090 21090 5333207 2286010 3047197 0 101833705 99957701 1876004 5487239 5331800 155439 8837581 8250040 587541 7554399 7252223 302176 152654 152654 220621 220621 96848 96848 20120649 19958179 162470 0 164729 164729 797528 787735 9793 3292067 3251451 40616 4451079 4273324 177755 3995713 3974755 20958 260743 257897 2846 9542 9542 5251352 4853422 397930 456027 439656 16371 PROFESSIONAL ASSOCIATION FEES 156133 150084 6049 BOARD OF TRUSTEE TRAVEL & OTHER COST 58477 58477 OTHER EXPENSES 40145 40145 0 0 0 0 168591528 161045367 7546161 0 41190 156651 22015695 28034487 0 0 22608463 22060281 0 0 0 0 0 0 0 0 1794222 1805737 48001034 25694370 20284418 22306664 0 0 56375641 79985376 0 0 0 19293804 17197685 142413433 171546881 20393170 22632183 0 0 818031 1046301 0 0 0 0 0 0 0 0 0 0 25541548 24525947 46752749 48204431 X 95660684 123342450 0 0 0 0 0 0 0 0 95660684 123342450 142413433 171546881 20666866 7014900 0 X false true true true true X 0 128221537 123605206 134948132 157666398 182653461 727094734 0 0 0 128221537 123605206 134948132 157666398 182653461 727094734 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 727094734 885858 2484764 4370306 5436722 6589704 19767354 56250 28125 0 0 0 84375 942108 2512889 4370306 5436722 6589704 19851729 0 0 0 0 0 0 1111 51814 11830 18344 15229 98328 129164756 126169909 139330268 163121464 189258394 747044791 0.97329 0.97506 0.03 0.0237 X Schedule A, Part III, Line 12 Other Income DESCRIPTION - MISCELLANEOUS INCOME, COLUMN A - 1111.0, COLUMN B - 39036.0, COLUMN C - 1354.0, COLUMN D - 18344.0, COLUMN E - 6579.0, COLUMN F - 66424.0; DESCRIPTION - PNC REBATE, COLUMN A - 0.0, COLUMN B - 12778.0, COLUMN C - 10476.0, COLUMN D - 0.0, COLUMN E - 8650.0, COLUMN F - 31904.0; 698293 698293 13525266 7312727 6212539 18293209 7726252 10566957 15155766 10655391 4500375 328500 0 328500 22306664 Closely-held equity interests Financial derivatives INVESTMENT IN SUBSIDIARY-APPLIED RESEARCH SOLUTIONS, INC. 192184 C VANGUARD INVESTMENTS 69517065 F JP MORGAN INVESTMENTS 10276127 F 79985376 OPERATING LEASE RIGHT-OF-USE 16957123 SECURITY DEPOSITS 240562 17197685 Federal Income Taxes LEASE LIABILITY 24092109 DEFERRED COMPENSATION 433838 24525947 X 0 0 0 0 0 0 0 0 0 0 0 0 Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote THE ORGANIZATION RECOGNIZES THE TAX BENEFIT FOR UNCERTAIN TAX POSITIONS WHEN IT IS MORE LIKELY THAN NOT THE POSITION WILL BE SUSTAINED UPON EXAMINATION BASED ON THE TECHNICAL MERITS OF THE POSITION. THE BENEFIT IS MEASURED AS THE LARGEST BENEFIT THAT IS MORE LIKELY THAN NOT TO BE REALIZED UPON ULTIMATE SETTLEMENT. THE ORGANIZATION HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS. THE ORGANIZATION IS NOT CURRENTLY UNDER AUDIT BY ANY TAXING JURISDICTION. THE ORGANIZATION IS GENERALLY NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE OR LOCAL TAX AUTHORITIES FOR THE YEARS ENDED DECEMBER 31, 2020 AND PRIOR Europe (Including Iceland and Greenland) 0 2 Program Services CONTRACT RELATED 1239861 East Asia and the Pacific 0 2 Program Services CONTRACT RELATED 1072279 Middle East and North Africa 0 0 Program Services CONTRACT RELATED 52648 North America (Canada & Mexico only) 0 0 Program Services CONTRACT RELATED 80065 Central America and the Caribbean 0 0 Program Services CONTRACT RELATED 7178 0 4 0 0 0 4 2452031 0 2452031 false false false false false false Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statements CENTRAL AMERICA AND THE CARIBBEA; EAST ASIA AND THE PACIFI; EUROPE (INCLUDING ICELAND AND GREENLAND; MIDDLE EAST AND NORTH AFRIC; NORTH AMERICA (CANADA & MEXICO ONLY true VIRGINIA STEM 9329 DONNYBROOK DR MIDLAND VA 22728 822911184 501(c)(3) 15000 FURTHERING STUDY IN STEM WOUNDED WARRIOR PROJECT 1120 G ST NW WASHINGTON DC 20005 202370934 501(c)(3) 6090 To support wounded warriors 2 0 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. AS PART OF RIVERSIDE RESEARCH INSTITUTES MISSION OF OUTREACH IN OUR COMMUNITIES, RIVERSIDE RESEARCH INSTITUTE HAS AGREED TO FUND SCHOLARSHIPS FOR STUDENTS PURSUING STEM DEGREES. THE ELIGIBILITY REQUIREMENTS FOR THESE SCHOLARSHIPS ARE PREDICATED ON A PREFERENCE TO SERVE STUDENTS IN GOOD ACADEMIC STANDING FROM UNDERREPRESENTED POPULATIONS AS DEFINED BY THE US NATIONAL SCIENCE FOUNDATION WHO ARE IN PURSUIT OF DEGREES WITH BEARING ON OUR SCIENTIFIC RESEARCH PURSUITS TO INCLUDE COMPUTER SCIENCE, COMPUTER ENGINEERING, ELECTRICAL ENGINEERING, PHYSICS AND MATHEMATICS. X X X X true true false false false false false true false S R OMICK PHD PRESIDENT AND CEO 610499 0 653200 0 88160 0 18542 0 9500 0 1379901 0 0 0 K POWERS CFO, TREASURER, & CORP SEC 370904 0 163668 0 8165 0 34500 0 0 0 577237 0 0 0 J PURSEL VP BU DIRECTOR 268234 0 91571 0 333846 0 34500 0 8759 0 736910 0 0 0 M BAREFOOT VP BU DIRECTOR 325934 0 144000 0 745 0 34500 0 400 0 505579 0 0 0 M D'ANGELO CHRO 288552 0 136009 0 1332 0 17250 0 10692 0 453835 0 0 0 R DENZ VP BU DIRECTOR 277033 0 85000 0 312 0 17250 0 10725 0 390320 0 0 0 T WALTZ VP BU DIRECTOR 275499 0 128656 0 859 0 17250 0 10800 0 433064 0 0 0 J LUKE VP BU DIRECTOR 97455 0 123260 0 474 0 16736 0 2435 0 240360 0 0 0 C INCARDONA PRINCIPLE STAFF MEMBER 227886 0 50000 0 6984 0 14303 0 2114 0 301287 0 0 0 F FALCO PHD DIRECTOR 255009 0 15000 0 3312 0 27816 0 8092 0 309229 0 0 0 G ISSLER DIRECTOR 236839 0 20000 0 25537 0 14057 0 244 0 296677 0 0 0 J WU TECHNICAL ADVISOR 253570 0 31000 0 1144 0 14597 0 7312 0 307623 0 0 0 WD CASEBEER DIRECTOR 177461 0 56100 0 140645 0 11679 0 26 0 385911 0 0 0 Schedule J, Part I, Line 4a Severance or change-of-control payment J. PURSEL RECEIVED SEVERANCE PAYMENT OF $322,809. W.D CASEBEER RECEIVED SEVERANCE PAYMENT OF $139,920. Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan THE CEO HAS A NON-QUALIFIED PLAN UNDER IRC 457(F). THE ORGANIZATION CONTRIBUTED $85,125 TO THIS PLAN IN 2024. Schedule J, Part I, Line 7 Non-fixed payments AS PART OF ITS COMPENSATION-SETTING PROCESS FOR OFFICERS AND PERSONS REPORTING DIRECTLY TO THE CEO, AS DESCRIBED ON SCHEDULE O COMMENTS PART VI, LINES 15A AND B. THE BOARD ESTABLISHES ANNUAL PERFORMANCE AND BONUS CRITERIA EARLY IN THE YEAR (WHICH BONUS AWARDS, IF MADE. ARE DISCLOSED SCHEDULE J, PART II, COLUMN B (II)). WHEN AWARDING ANNUAL BONUSES, THE BOARD CONSIDERS THE ACHIEVEMENTS AND PERFORMANCE OF THE ORGANIZATION, AND EACH AWARDEES INDIVIDUAL PERFORMANCE AND CONTRIBUTION TO THE ORGANIZATIONS ACHIEVEMENTS AND PERFORMANCE. Schedule J, Part I, Line 3 THE BOARD'S COMPENSATION COMMITTEE CONSIDERS COMPARABLE DATA FROM ORGANIZATIONS SIMILAR IN SIZE AND MISSION TO RRI AND DISCUSSES SAME WITH AN OUTSIDE COMPENSATION CONSULTANT FROM TIME-TO TIME. Form 990, Part VI, Line 11b Review of form 990 by governing body RIVERSIDE RESEARCH INSTITUTE'S ("RRI") CFO, TREASURER, & CORPORATE SECRETARY AND PRESIDENT & CEO PERFORM A REVIEW OF THE FORM 990 AND ALL RELATED SCHEDULES, CA 199, AND NY CHAR 500 IN DRAFT FORM. THE FORM 990 AND ALL RELATED SCHEDULES, CA 199, AND NY CHAR 500 HAVE BEEN PROVIDED TO THE AUDIT COMMITTEE FOR A REVIEW IN FINAL DRAFT FORM FOR THE AUDIT COMMITTEE'S REVIEW AND ACCEPTANCE. THE FINAL TAX RETURN WAS PROVIDED TO THE BOARD OF TRUSTEES FOR INFORMATION PRIOR TO THE RETURN BEING FILED WITH THE IRS. Form 990, Part VI, Line 12c Conflict of interest policy RIVERSIDE RESEARCH INSTITUTE'S ("RRI") WRITTEN CONFLICT OF INTEREST POLICIES ARE PROVIDED TO TRUSTEES, OFFICERS AND KEY EMPLOYEES ("CONFLICTS POLICY") AND ARE POSTED TO THE BOARD'S SHAREPOINT SITE. RRI'S CODE OF ETHICS IS POSTED ON THE COMPANY'S INTRANET SITE FOR EASY ACCESS BY EMPLOYEES. THE BOARD ANNUALLY REVIEWS ITS POLICY AND REQUIRES TRUSTEES TO READ AND ACKNOWLEDGE THEIR RESPONSIBILITY TO ADHERE TO THE CONFLICT POLICY AND TO DISCLOSE THE SOURCE OF ANY POTENTIAL CONFLICTS OF WHICH THEY ARE AWARE. UNDER THE CONFLICTS POLICY, EACH TRUSTEE, OFFICER AND KEY EMPLOYEE IS REQUIRED TO REPORT ANY POTENTIAL CONFLICT OF INTEREST PROMPTLY. Form 990, Part VI, Line 15a Process to establish compensation of top management official THE BOARD'S COMPENSATION COMMITTEE, THE VOTING MEMBERS OF WHICH ARE INDEPENDENT TRUSTEES, AT LEAST ANNUALLY REVIEWS THE COMPENSATION OF OFFICERS AND OTHER EXECUTIVES DIRECTLY REPORTING TO THE CEO. THE COMMITTEE MAY DISCUSS SAME WITH AN OUTSIDE COMPENSATION CONSULTANT FROM TIME-TO-TIME. THE COMMITTEE RECOMMENDS COMPENSATION ADJUSTMENTS TO THE FULL BOARD FOR APPROVAL. Form 990, Part VI, Line 15b Process to establish compensation of other employees THE BOARD'S COMPENSATION COMMITTEE, THE VOTING MEMBERS OF WHICH ARE INDEPENDENT TRUSTEES, AT LEAST ANNUALLY REVIEWS THE COMPENSATION OF OFFICERS AND OTHER EXECUTIVES DIRECTLY REPORTING TO THE CEO. THE COMMITTEE MAY DISCUSS SAME WITH AN OUTSIDE COMPENSATION CONSULTANT FROM TIME-TO-TIME. THE COMMITTEE RECOMMENDS COMPENSATION ADJUSTMENTS TO THE FULL BOARD FOR APPROVAL. Form 990, Part VI, Line 19 Required documents available to the public THE ORGANIZATION OPERATES IN A HIGHLY CLASSIFIED SECTION OF THE GOVERNMENT SPONSORED RESEARCH AREA AND AS SUCH IS ONLY ALLOWED TO MAKE ITS DOCUMENTS AVAILABLE TO SUCH PERSONS AS ARE ALLOWED BY LAW TO SEE THEM. Form 990, Part IX, Line 11g Other Fees CONSULTANT - Total Expense: 10432250, Program Service Expense: 10432250, Management and General Expenses: , Fundraising Expenses: ; SUBCONTRACTOR - Total Expense: 5655939, Program Service Expense: 5655939, Management and General Expenses: , Fundraising Expenses: ; OTHER DIRECT MATERIALS - Total Expense: 2720202, Program Service Expense: 2720202, Management and General Expenses: , Fundraising Expenses: ; OTHER PROFESSIONAL SERVICES(FAC/IT/REC) - Total Expense: 1312258, Program Service Expense: 1149788, Management and General Expenses: 162470, Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; Schedule F, Part I, Line 3(c) DUE TO THE CLASSIFIED NATURE OF OUR BUSINESS, WE WILL NOT BE PROVIDING SPECIFIC NUMBERS OF EMPLOYEES BY REGION. IN GENERAL OVER THE COURSE OF THE YEAR WE HAVE APPROXIMATELY 50 EMPLOYEES TRAVELING OR WORKING OVERSEAS AT CUSTOMER SITES. Schedule F, Part I, Line 3(f) PART I, LINE 3(F) IS REPORTED ON THE ACCRUAL BASIS ACCOUNTING AS USED IN THE ORGANIZATION'S CONSOLIDATED FINANCIAL STATEMENTS. APPLIED RESEARCH SOLUTIONS INC 51 PLUM STREET SUITE 240 BEAVERCREEK OH 45440 133242455 RESEARCH & ENGINEERING SOLUTIONS NY RIVERSIDE RESEARCH INSTITUTE C Corporation 0.7895 true false false false false true false false false false false true true false false false true false false APPLIED RESEARCH SOLUTIONS INC F 3950000 FMV APPLIED RESEARCH SOLUTIONS INC L 668777 FMV APPLIED RESEARCH SOLUTIONS INC M 390453 FMV APPLIED RESEARCH SOLUTIONS INC Q 385339 FMV