AUTM Foundation

Nonprofit profile at a glance

EIN
142000899
IRS 990-EZ coverage
2020–2024
Forms available
Form 990 2019, Form 990-EZ 2024, Form 990-N 2015
Location
Washington, DC, USA
Phone
2029601800
Rating
77
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Scholarships, Student Financial Aid Services, Awards

Official website

Reported finances

Revenue
$175,521
Expenses
$109,661
Assets
$257,064
Liabilities
$55,116

Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

5 people listed

People named in this filing

  • Colleen Loeffler (Executive Dir.)
  • Yatin Karpe (Chairman)
  • Katie Pollard (Treasurer)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990-EZ. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Build a better world by advancing technology transfer globally. The Foundation's primary objectives are to: - increase awareness by sharing the impact and importance of technology transfer and economic development advocacy - support the technology transfer process from the laboratory to the marketplace - promote training and mentorship in the technology transfer field for professionals at every career stage - build the association's capacity to provide expertise and programs by engaging academic and industry leaders.

What it reported doing in 2024

Technology transfer training program: there is a demand for well trained technology transfer professionals with strong scientific backgrounds specializing in invention disclosure and assessment, intellectual property management, marketing, licensing, startup company creation, operations, and leadership. However, these professions require substantial industry training beyond advanced education and research. The AUTM Foundation has developed a career-enhancing program designed to provide such training for science and engineer students interested in academic technology transfer. The AUTM Foundation continues to enhance current educational courses, while also developing new training opportunities that reflect the evolving needs of the growing technology transfer profession.

Operating model

Revenue model
Cannot be determined from the filing. The filing does not provide enough consistent revenue detail to tell how this nonprofit funds its work.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

SUPPORTED - The filed numbers largely add up and a large share of total spending goes to programs. A relatively small share of available resources goes toward mission work and revenue has declined or grown slowly.

Rating breakdown

  • Financial Efficiency: 61
  • Transparency & Controls: 100
  • Sustainability: 76
  • Growth: 60

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 49.5%; rating input score 50
  • Program expense ratio: 79.3%; rating input score 79

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100

Sustainability

  • Operating margin: 37.5%; rating input score 88; 88th percentile among comparable filings
  • Total-asset coverage ratio: 2.34; rating input score 84; 84th percentile among comparable filings
  • Liabilities to assets ratio: 0.21; rating input score 17; 17th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 63; 63rd percentile among comparable filings

Growth

  • Program expense growth: 6.7% per year; rating input score 100; 53rd percentile among comparable filings
  • Revenue growth: -12.9% per year; rating input score 0; 4th percentile among comparable filings
  • Asset growth: 6.1% per year; rating input score 100; 49th percentile among comparable filings

Details

  • Where the money goes: 49.5% of revenue deployed · 79.3% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $87K in reported program spending
  • Leadership: top reported pay $0 · 5 people listed
  • Consistency: 7 of 7 current checks pass
  • Schedules: 3 filed schedules
  • Filing history: 5 filing years from 2020 to 2024
  • Contacts: How to reach this organization
  • Related organizations: 1 filed related-organization link
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Review — Financial Efficiency: Mission deployment rate scored 50/100.
  • High — Growth: Revenue growth scored 0/100.
  • High — Sustainability: Liabilities to assets ratio scored 17/100.