Ui Labs INC FY2021 filing

Tax-deductible

Chicago, IL501(c)(3)Since 2013EducationEIN 80-0926174Revenue $27.6M in FY2021

On file with the IRSmxdusa.org1415 N Cherry Ave, 60642-7559 · Chicago, ILTax-exempt since May 2014Publicly supported charity — 170(b)(1)(A)(vi)

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Mxd (manufacturing x digital) is where innovative manufacturers go to forge their (see schedule o) futures. In partnership with the department of defense, mxd equips u.s. Factories with the digital tools, cybersecurity, and workforce expertise needed to begin building every part better than the last. As a result, our partners increase their productivity, win more business, and strengthen u.s. Manufacturing. Mxd is also the national center for cybersecurity in manufacturing as designated by dod.

501(c)(3) charity; gifts are tax-deductible.
89¢ of each $1 spent went to programs.
$2.3M paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2021 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
1 of 5
filings with a surplus
Average deficit $6.2M a year · 27% of revenue · last 5 filings
Concern: a surplus in 1 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
89%
of spending
Looks good: 89% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$2.3M
to officers and key staff · 9% of spending
Looks good: pay to officers and key staff is 9% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
9 mo
of spending, in cash
Looks good: 8.7 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $698K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$6.3M
22% of total assets
Looks good: liabilities are 22% of assets; 50% or less.
Pt X · Ln 26
Independent board members
10
of 11 voting members
Looks good: 10 of 11 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$27.6M
+168% vs prior year
Spent
$24.6M
To programs
89%
Net assets
$22.9M
By yearFY2020–FY2024
Revenue
$27.6M
FY2021▲ +168%
Tap a bar for its year
Revenue by fiscal year
FY2020$10.3M
FY2021$27.6M
FY2022$26.7M
FY2023$24.7M
FY2024$26.0M
Expenses
$24.6M
FY2021▼ -21%
Tap a bar for its year
Expenses by fiscal year
FY2020$31.0M
FY2021$24.6M
FY2022$28.4M
FY2023$29.9M
FY2024$32.4M
Net assets
$22.9M
FY2021▲ +15%
Tap a bar for its year
Net assets by fiscal year
FY2020$19.8M
FY2021$22.9M
FY2022$21.1M
FY2023$15.6M
FY2024$9.2M

From the FY2021 Form 990 · figures checked against the IRS filing · see the original

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You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in May 2014.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

89 cents of each dollar spent went to programs.

Program services 89% · $21.9M Management & general 11% · $2.6M

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

22 people listed on the 990; $2.3M paid to officers and key staff.

Part VII, Section A · reportable compensation
CEO & Secretary
$397,959Pt VII · Sec A
$275,485Pt VII · Sec A
Business Dev Director
$270,211Pt VII · Sec A
VP, Projects & Engineering
$239,457Pt VII · Sec A
VP, Finance & Bus Ops
$233,225Pt VII · Sec A
VP, Strategy & Engagement
$206,101Pt VII · Sec A
Technical Fellow
$205,503Pt VII · Sec A
SR Director External Relations
$168,444Pt VII · Sec A

Berardino Baratta’s $372K as CEO is at the 76th percentile of top reported officer pay among 3683 $10–100M education nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Berardino Baratta$372,070$419,795$279,734$239,457$192,064
Chandra Brown—$35,828$264,505$397,959$391,971
Jessica Juozapavich$141,083$377,136$269,461$233,225$247,873
Federico Sciammarella$320,573$353,838$298,910$275,485$242,344
Anthony Papke$312,243$294,698$211,127$270,211$186,250
Antonio Delsesto$262,576$241,503—$205,503$237,397
Jennifer Pilat—$206,369$237,565$206,101$208,469
Jela Trask$235,180$203,690———

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Equips U.S. manufacturers with digital tools, cybersecurity training, and workforce expertise to boost productivity and strengthen national supply chain competitiveness.

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Provided by the organization

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1 program · $21.9M · in their own filed words · FY2021
01

MXD (manufacturing x digital) is where innovative manufacturers go to forge their futures. In partnership with the department of defense, MXD equips U.S. Factories with the digital tools, cybersecurity, and workforce expertise needed to begin building every part better than the last.

$21.9Mprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2024
Total grants receivedfrom 1 funder$698K
Grants paid · 154 grants · $39.4M · 2021–2024
Software Ag Government Solutions INCFY2024$1,870,204
Siemens CorporationFY2024$1,108,574
University of DaytonOH · FY2024$870,507
The Ohio State UniversityOH · FY2024$399,996
University of CincinnatiFY2024$343,778
Michigan Technological UniversityFY2024$335,419
Anark CorporationFY2024$322,775
Wayne State UniversityMI · FY2024$305,564
Corsha INCFY2024$298,472
Aris Technology LLCFY2024$289,366
The Boeing CompanyFY2024$257,403
Applied Dynamics International INCFY2024$240,748
Ernst & Young US LLPFY2024$235,954
Be Global Safety Incorporated DBA ArvistFY2024$227,149
It-Soft USA INC DBA Industries ExcellenceFY2024$195,500
See all 154 grants →

By the numbers

The FY2021 990, line by line.

1The main four
Money inPt VIII
$27.6M
Ln 12
Gifts and grantsLn 1h$23.0M
Fees for servicesLn 2g$4.2M
Other incomeLn 4–11$326K
Money outPt IX
$24.6M
Ln 25
Programscol B$21.9M
Managementcol C$2.6M
Owns and owesPt X
$22.9M
net assets · Ln 32
Cash and savingsLn 1–2$17.7M
Total assetsLn 16$29.2M
LiabilitiesLn 26$6.3M
PeoplePt VI, VII
22
listed · VII A
PaidVII A10
Voting boardVI 1a11
IndependentVI 1b10
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$23.0M
Government grantsLn 1e$18.4M
Noncash giftsLn 1g$4.5M
Fees for servicesLn 2g$4.2M
Investment incomeLn 3$14K
Other incomeLn 4–11$326K
Total revenueLn 12$27.6M
Assets in detailPt X, end of year
CashLn 1$272
SavingsLn 2$17.7M
Cash and savings togetherLn 1–2$17.7M
InvestmentsLn 11–13$0
Land, buildings, equipmentLn 10c$5.9M
Other assetsLn 15$2.0M
Total assetsLn 16$29.2M
LiabilitiesLn 26$6.3M
Net assetsLn 32$22.9M
OperationsPt I, VI
EmployeesI 567
VolunteersI 611
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY21End FY21
Cash and savingsLn 1–2$14.6M$17.7M
InvestmentsLn 11–13$0$0
Land, buildings, equipmentLn 10c$7.7M$5.9M
Total assetsLn 16$26.6M$29.2M
LiabilitiesLn 26$6.8M$6.3M
Net assetsLn 32$19.8M$22.9M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$9.3M$9.3M
Pay of current officers, directors and key staffLn 5$1.4M$883K$469K
Other salaries and wagesLn 7$4.3M$3.1M$1.2M
Pension plan contributionsLn 8$115K$82K$33K
Other employee benefitsLn 9$267K$191K$76K
Payroll taxesLn 10$296K$211K$84K
Legal feesLn 11b$13K$13K
Accounting feesLn 11c$111K$4K$107K
Lobbying feesLn 11d$37K$37K
Other fees for servicesLn 11g$914K$884K$30K
Office expensesLn 13$19K$19K
OccupancyLn 16$5.0M$4.9M$165K
TravelLn 17$81K$54K$27K
Depreciation, depletion and amortizationLn 22$1.9M$1.8M$75K
InsuranceLn 23$134K$134K
Other expenses (24a–d)Ln 24$709K$569K$140K
All other expensesLn 24e$26K$4K$22K
Total functional expensesLn 25$24.6M$21.9M$2.6M$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $26.0M$32.4M−$6.4M$9.2M 990 PDF
FY2023 $24.7M$29.9M−$5.2M$15.6M 990 PDF
FY2022 $26.7M$28.4M−$1.7M$21.1M 990 PDF
FY2021 Viewing $27.6M$24.6M$3.0M$22.9M 990 PDF
FY2020 $10.3M$31.0M−$20.7M$19.8M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2021 990 (6 parts)
Part I · Summary $27,595,905 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $5,994,117$23,041,405
I-9 Program service revenuePrior year $4,018,168$4,214,923
I-10 Investment incomePrior year −$8,787$13,946
I-11 Other revenuePrior year $298,847$325,631
I-12 Total revenuePrior year $10,302,345$27,595,905
I-13 Grants and similar amounts paidPrior year $0$9,256,856
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $5,601,895$6,362,357
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $25,360,000$8,936,885
I-18 Total expensesPrior year $30,961,895$24,556,098
I-19 Revenue less expensesPrior year −$20,659,550$3,039,807
Part VI · Governance 10 of 11 board members independent, no flags
VI-1a Voting members of the governing body11
VI-1b Independent voting members10
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $27,595,905 across 9 lines filed
VIII-1e Government grants$18,413,315
VIII-1f All other contributions, gifts and grants$4,628,090
VIII-1g Noncash contributions (included above)$4,506,834
VIII-1h Total contributions, gifts and grants$23,041,405
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $4,214,923$4,214,923
VIII-3 Investment incomeExcluded from tax $13,946$13,946
VIII-6 Net rental income or lossExcluded from tax $323,915$323,915
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Unrelated business $1,716$1,716
VIII-12 Total revenueRelated to mission $4,214,923 · Unrelated business $1,716 · Excluded from tax $337,861$27,595,905
Part IX · Statement of functional expenses $24,556,098 across 17 lines filed
IX-1 Grants to domestic organizationsPrograms $9,256,856$9,256,856
IX-5 Pay of current officers, directors and key staffPrograms $882,951 · Management $469,276$1,352,227
IX-7 Other salaries and wagesPrograms $3,096,523 · Management $1,236,134$4,332,657
IX-8 Pension plan contributionsPrograms $82,257 · Management $32,837$115,094
IX-9 Other employee benefitsPrograms $190,634 · Management $76,101$266,735
IX-10 Payroll taxesPrograms $211,295 · Management $84,349$295,644
IX-11b Legal feesManagement $13,457$13,457
IX-11c Accounting feesPrograms $4,388 · Management $106,758$111,146
IX-11d Lobbying feesPrograms $36,750$36,750
IX-11g Other fees for servicesPrograms $884,298 · Management $29,736$914,034
IX-13 Office expensesManagement $19,362$19,362
IX-16 OccupancyPrograms $4,855,704 · Management $164,790$5,020,494
IX-17 TravelPrograms $53,810 · Management $26,786$80,596
IX-22 Depreciation, depletion and amortizationPrograms $1,796,213 · Management $75,164$1,871,377
IX-23 InsuranceManagement $134,278$134,278
IX-24 Other expenses (24a–d)Programs $569,308 · Management $139,806$709,114
IX-24e All other expensesPrograms $4,471 · Management $21,806$26,277
IX-25 Total functional expensesPrograms $21,925,458 · Management $2,630,640 · Fundraising $0$24,556,098
Part X · Balance sheet $29,188,622 assets, 24 lines filed
X-1 Cash, non-interest-bearingStart of year $633$272
X-2 Savings and temporary cash investmentsStart of year $14,620,585$17,726,684
X-3 Pledges and grants receivableStart of year $3,996,258$3,125,359
X-4 Accounts receivableStart of year $0$0
X-8 Inventories for sale or useStart of year $0$0
X-9 Prepaid expenses and deferred chargesStart of year $294,160$379,895
X-10c Land, buildings and equipment, netStart of year $7,685,691$5,923,745
X-11 Publicly traded securitiesStart of year $0$0
X-12 Other securitiesStart of year $0$0
X-13 Program-related investmentsStart of year $0$0
X-14 Intangible assetsStart of year $0$0
X-15 Other assetsStart of year $0$2,032,667
X-16 Total assetsStart of year $26,597,327$29,188,622
X-17 Accounts payable and accrued expensesStart of year $1,587,629$2,699,504
X-18 Grants payableStart of year $0$0
X-19 Deferred revenueStart of year $4,406,800$3,618,022
X-20 Tax-exempt bond liabilitiesStart of year $0$0
X-24 Unsecured notes and loans payableStart of year $0$0
X-25 Other liabilitiesStart of year $755,600$0
X-26 Total liabilitiesStart of year $6,750,029$6,317,526
X-27 Net assets without donor restrictionsStart of year $19,847,298$20,984,829
X-28 Net assets with donor restrictions$1,886,267
X-32 Total net assets or fund balancesStart of year $19,847,298$22,871,096
X-33 Total liabilities and net assetsStart of year $26,597,327$29,188,622
Part XI · Reconciliation of net assets $22,871,096 net assets at year end
XI-1 Total revenue$27,595,905
XI-2 Total expenses$24,556,098
XI-3 Revenue less expenses$3,039,807
XI-4 Net assets at start of year$19,847,298
XI-6 Donated services and use of facilities−$14,293
XI-9 Other changes in net assets−$1,716
XI-10 Net assets at end of year$22,871,096

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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