2026-01-21T08:38:54-06:00 2025-06-30 454084437 WARREN AVERETT LLC 2500 ACTON ROAD BIRMINGHAM AL 35243 990 2024-07-01 831012625 UNIVERSITY OF SOUTH FLORIDA INSTITUTE OF APPLIED ENGINEERING UNIV 8139746557 4202 EAST FOWLER AVENUE ENG 030 TAMPA FL 33620 DR DARREN SCHUMACHER PRESIDENT AND CEO 8139746557 2026-01-13 1 1 MEGAN RANDOLPH P00989558 2059794100 2026-01-13 2024 2025-03-06 01:10:19Z DR DARREN SCHUMACHER 4202 EAST FOWLER AVENUE ENG 030 TAMPA FL 33620 12952649 0 X IAE.ENG.USF.EDU X 2018 FL ADVANCING NATIONAL SECURITY AND SOLVING DUAL-USE INTERDISCIPLINARY PROBLEMS BY LEVERAGING CUTTING EDGE TECHNOLOGY, ENGINEERING, AND SCIENTIFIC EXPERTISE. 9 7 0 9 0 0 1434538 110539 9847866 12759633 0 75432 0 7045 11282404 12952649 0 0 0 0 5486010 4739454 0 0 0 5549343 6650959 11035353 11390413 247051 1562236 8621486 10888270 7178302 7882850 1443184 3005420 X THE INSTITUTE OF APPLIED ENGINEERING (IAE) IS A TYPE I SUPPORTING ORGANIZATION OF THE UNIVERSITY OF SOUTH FLORIDA AND IT SERVES THE INTERESTS OF THE AMERICAN WARFIGHTER ACROSS DIVERSE SETTINGS, ENCOMPASSING THE BATTLEFIELD, GARRISON, AND HOME ENVIRONMENTS. FROM ITS INCEPTION, THE IAE WAS STRATEGICALLY FORMULATED TO ADDRESS GAPS WITHIN THE MILITARY, ALIGNING ITS MISSION WITH THE GOAL OF ENHANCING THE WELL-BEING AND CAPABILITIES OF THE NATION'S DEFENSE PERSONNEL. 0 0 6054078 0 12766678 SUPPORT AND BENEFIT THE UNIVERSITY OF SOUTH FLORIDA INCLUDING THE USF COLLEGE OF ENGINEERNG BY PROVIDING APPLIED ENGINEERING SOLUTIONS TO THE UNITED STATES FEDERAL GOVERNMENT AS WELL AS OTHER STATE, COUNTY, AND MUNICIPAL GOVERNMENTS AND INDUSTRIES. 6054078 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 0 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 1 0 0 0 1 X 11 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 9 7 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 FL X TAEISHA SANDEN 8133969113 12351 UNIVERSITY MALL COURT TAMPA FL 33612 KENNETH F MCKENZIE DIRECTOR & CHAIR 0.30 40.00 X 0 575000 0 STEPHEN MITCHELL DIRECTOR & VICE CHAIR 0.20 0.00 X 0 0 0 RONALD BARTON DIRECTOR 0.10 0.00 X 0 0 0 MARK CLIFTON DIRECTOR 0.10 0.00 X 0 0 0 GORDON GILLETTE DIRECTOR 0.60 0.00 X 0 0 0 MARK HOUSE DIRECTOR 0.10 0.00 X 0 0 0 SYLVIA THOMAS DIRECTOR 0.20 40.00 X 0 331001 39190 DENNIS CRALL DIRECTOR 0.10 0.00 X 0 0 0 JIM SMITH DIRECTOR 0.10 0.00 X 0 0 0 DR DARREN SCHUMACHER PRESIDENT/CEO 20.00 20.00 X 0 525000 42362 TAYLOR JOHNSTON CHIEF OPERATING OFFICER 40.00 0.00 X 0 187135 15575 MICHAEL ANDREWS SECRETARY 40.00 0.00 X 0 159411 33229 SCOTT DALZIEL UNTIL 042025 CHIEF FINANCIAL OFFICER 40.00 0.00 X 0 163246 28430 TONY LATTANZE CHIEF TECHNOLOGY OFFICER 40.00 0.00 X 0 188646 19130 SAMMUEL HERBERT ENGINEER 40.00 0.00 X 0 191096 36181 0 2320535 214097 0 0 1 0 0 110539 110539 CONTRACT REVENUE 541700 12759633 12759633 12759633 75432 75432 REVENUE - MISC 900099 7045 7045 7045 12952649 12766678 0 75432 3317640 1084579 2233061 1421814 556161 865653 449165 67005 382160 20823 10605 10218 373708 14980 358728 571712 571712 203183 119712 83471 290254 290254 27454 27454 SUBCONTRACTORS 3578720 3578720 RIGHT OF USE ASSETS - L 395100 119620 275480 USF SHARED SERVICES 262870 262870 EQUIPMENT, MATERIALS AN 231656 178326 53330 246314 61500 184814 11390413 6054078 5336335 0 3203125 4879392 1089404 2185594 84331 122851 1995976 834934 1451295 1161042 2793331 2539391 8621486 10888270 4066615 4992382 124843 121878 2986844 2768590 7178302 7882850 X 1443184 3005420 1443184 3005420 8621486 10888270 1562236 0 X X 0 1 X 1 0 X X X 1 UNIVERSITY OF SOUTH FLORIDA 593102112 2 1 18909 262870 1 18909 262870 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1028390 102839 925551 967586 732095 235491 1161042 RIGHT OF USE ASSETS 2539391 2539391 LEASE LIABILITY 2768590 2768590 15402384 2449735 2449735 12952649 0 12952649 13840148 2449735 2449735 11390413 0 11390413 0 0 0 0 0 0 0 0 0 KENNETH F MCKENZIE DIRECTOR & CHAIR 0 500000 0 75000 0 0 0 0 0 0 0 575000 0 0 DR DARREN SCHUMACHER PRESIDENT/CEO 0 450000 0 75000 0 0 0 19296 0 23066 0 567362 0 0 SYLVIA THOMAS DIRECTOR 0 329981 0 0 0 1020 0 16961 0 22229 0 370191 0 0 SAMMUEL HERBERT ENGINEER 0 191096 0 0 0 0 0 14648 0 21533 0 227277 0 0 TONY LATTANZE CHIEF TECHNOLOGY OFFICER 0 188646 0 0 0 0 0 9696 0 9434 0 207776 0 0 TAYLOR JOHNSTON CHIEF OPERATING OFFICER 0 186423 0 0 0 712 0 43 0 15532 0 202710 0 0 MICHAEL ANDREWS SECRETARY 0 158911 0 500 0 0 0 13190 0 20039 0 192640 0 0 SCOTT DALZIEL UNTIL 042025 CHIEF FINANCIAL OFFICER 0 163246 0 0 0 0 0 8391 0 20039 0 191676 0 0 PART I, LINE 3 UNIVERISTY OF SOUTH FLORIDA INSTITUTE OF APPLIED ENGINEERING DOES NOT COMPENSATE ANY OF ITS DIRECTORS, OFFICERS OR OTHER PERSONS LISTED ON THE FORM 990, PART VII. COMPENSATION OF THESE INDIVIDUALS IS PAID BY THE SUPPORTED ORGANIZATION IN ACCORDANCE WITH ITS OWN COMPENSATION POLICIES AND REVIEW PROCEDURES. FORM 990, PART I, LINE 5 AND FORM 990, PART V, LINE 2A ALL PERSONNEL COSTS REPORTED ON THIS 990 ARE ALLOCATED TO THE INSTITUTE FOR EMPLOYEES OF THE UNIVERSITY OF SOUTH FLORIDA (USF). USF TRACKS, ADMINISTERS, AND REPORTS ALL PAYROLL AND FRINGE BENEFIT COSTS FOR PERSONNEL EXPENSES. THESE EXPENSES INCLUDE WAGES, COMPENSATED ABSENCES, EMPLOYEE BENEFITS, AND RETIREMENT BENEFITS. THE EXPENSES ARE ALLOCATED TO THE INSTITUTE BASED ON THE AMOUNT OF TIME THAT THE INDIVIDUALS DEVOTE TO THE INSTITUTE. HOWEVER, THE RESPONSIBILITY FOR PAYMENT OF SUCH COSTS REMAINS WITH USF. AS SUCH, THE INSTITUTE FILES NO W-2S. FORM 990, PART VI, SECTION B, LINE 11B THE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS REVIEWS AND APPROVES THE 990. THE FULL BOARD OF DIRECTORS IS PROVIDED A COMPLETE COPY OF THE FORM 990 FOR INPUT AND QUESTIONS. ONCE THE REVIEW IS COMPLETED BY ALL PARTIES AND ALL QUESTIONS ARE ADDRESSED, THE PUBLIC ACCOUNTING FIRM, WARREN AVERETT, FINALIZES THE RETURN AND PROVIDES TECHINICAL AND REPORTING ADVICE TO THE FINANCE COMMITTEE TO ENSURE A COMPLETE AND ACCURATE RETURN IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ALL ACTUAL OR POTENTIAL CONFLICTS OF INTEREST AS DEFINED BY THE POLICY ARE REQUIRED TO BE DISCLOSED. ALL POTENTIAL CONFLICTS ARE TO BE BROUGHT TO THE ATTENTION OF THE BOARD OF TRUSTEES FOR REVIEW AND DETERMINATION. APPROPRIATE ACTIONS, SUCH AS VOTING WITHOUT THE MEMBER IN CONFLICT, ARE TO BE TAKEN WHEN AND IF REQUIRED. COMPLIANCE IS TO BE MONITORED AND REVIEWED ON AN ANNUAL BASIS BY THE FINANCE COMMITTEE. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION MAKES ITS FORMS 990 AND FORM 1023 AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR. UNIVERSITY OF SOUTH FLORIDA 4019 E FOWLER AVENUE SUITE 100 TAMPA FL 33617 593102112 PUBLIC UNIVERSITY FL 115 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0