Ui Labs INC FY2023 filing

Tax-deductible

Chicago, IL501(c)(3)Since 2013EducationEIN 80-0926174Revenue $24.7M in FY2023

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.
86¢ of each $1 spent went to programs.
$3.2M 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

FY2023 · 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
86%
of spending
Looks good: 86% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$3.2M
to officers and key staff · 11% of spending
Looks good: pay to officers and key staff is 11% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
4 mo
of spending, in cash
Looks good: 4.2 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
$22.7M
59% of total assets
Fine: liabilities are 59% of assets; 50% to 65%.
Pt X · Ln 26
Independent board members
10
of 10 voting members
Looks good: 10 of 10 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$24.7M
-7% vs prior year
Spent
$29.9M
To programs
86%
Net assets
$15.6M
By yearFY2020–FY2024
Revenue
$24.7M
FY2023▼ -7%
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
$29.9M
FY2023▲ +5%
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
$15.6M
FY2023▼ -26%
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 FY2023 Form 990 · figures checked against the IRS filing · see the original

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You’re viewing the FY2023 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

86 cents of each dollar spent went to programs.

Program services 86% · $25.6M Management & general 14% · $4.3M

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

24 people listed on the 990; $3.2M paid to officers and key staff.

Part VII, Section A · reportable compensation
$419,795Pt VII · Sec A
VP, Finance & Business Operations
$377,136Pt VII · Sec A
$353,838Pt VII · Sec A
Director, Business Development
$294,698Pt VII · Sec A
Technical Fellow
$241,503Pt VII · Sec A
VP, Workforce Development
$224,912Pt VII · Sec A
VP, Projects & Engineering
$213,461Pt VII · Sec A
SR. Director, Engineering
$210,715Pt 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 · $25.6M · in their own filed words · FY2023
01

Ui labs dba MXD usa (MXD), which is defined as "manufacturing times digital", is a chicago-based research and commercialization collaborative, advancing economic prosperity and national security by strengthening united states manufacturing competitiveness through technology innovation, workforce development, and cybersecurity…

$25.6Mprogram 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 FY2023 990, line by line.

1The main four
Money inPt VIII
$24.7M
Ln 12
Gifts and grantsLn 1h$20.8M
Fees for servicesLn 2g$2.8M
Other incomeLn 4–11$748K
Money outPt IX
$29.9M
Ln 25
Programscol B$25.6M
Managementcol C$4.3M
Owns and owesPt X
$15.6M
net assets · Ln 32
Cash and savingsLn 1–2$10.5M
Total assetsLn 16$38.3M
LiabilitiesLn 26$22.7M
PeoplePt VI, VII
24
listed · VII A
PaidVII A13
Voting boardVI 1a10
IndependentVI 1b10
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$20.8M
Government grantsLn 1e$20.1M
Noncash giftsLn 1g$694K
Fees for servicesLn 2g$2.8M
Investment incomeLn 3$317K
Other incomeLn 4–11$748K
Gains on assetsLn 7−$561
Total revenueLn 12$24.7M
Assets in detailPt X, end of year
CashLn 1$2K
SavingsLn 2$10.5M
Cash and savings togetherLn 1–2$10.5M
Land, buildings, equipmentLn 10c$3.2M
Other assetsLn 15$13.8M
Total assetsLn 16$38.3M
LiabilitiesLn 26$22.7M
Net assetsLn 32$15.6M
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 FY23End FY23
Cash and savingsLn 1–2$12.5M$10.5M
Land, buildings, equipmentLn 10c$4.5M$3.2M
Total assetsLn 16$42.8M$38.3M
LiabilitiesLn 26$21.7M$22.7M
Net assetsLn 32$21.1M$15.6M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$9.4M$9.4M
Pay of current officers, directors and key staffLn 5$2.1M$1.6M$506K
Other salaries and wagesLn 7$6.9M$5.2M$1.7M
Pension plan contributionsLn 8$188K$141K$47K
Other employee benefitsLn 9$707K$530K$176K
Payroll taxesLn 10$467K$350K$116K
Legal feesLn 11b$69K$23K$46K
Accounting feesLn 11c$174K$88K$86K
Lobbying feesLn 11d$39K$39K
Other fees for servicesLn 11g$2.9M$2.5M$376K
Office expensesLn 13$27K$1K$26K
OccupancyLn 16$3.3M$3.0M$357K
TravelLn 17$362K$277K$84K
Depreciation, depletion and amortizationLn 22$2.0M$1.9M$93K
InsuranceLn 23$142K$142K
Other expenses (24a–d)Ln 24$1.1M$613K$499K
Total functional expensesLn 25$29.9M$25.6M$4.3M$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $26.0M$32.4M−$6.4M$9.2M 990 PDF
FY2023 Viewing $24.7M$29.9M−$5.2M$15.6M 990 PDF
FY2022 $26.7M$28.4M−$1.7M$21.1M 990 PDF
FY2021 $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 FY2023 990 (6 parts)
Part I · Summary $24,668,818 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $21,672,644$20,824,113
I-9 Program service revenuePrior year $4,076,777$2,780,166
I-10 Investment incomePrior year $15,442$316,735
I-11 Other revenuePrior year $889,540$747,804
I-12 Total revenuePrior year $26,654,403$24,668,818
I-13 Grants and similar amounts paidPrior year $10,504,147$9,407,101
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $8,155,766$10,311,430
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $9,715,876$10,154,179
I-18 Total expensesPrior year $28,375,789$29,872,710
I-19 Revenue less expensesPrior year −$1,721,386−$5,203,892
Part VI · Governance 10 of 10 board members independent, no flags
VI-1a Voting members of the governing body10
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 $24,668,818 across 10 lines filed
VIII-1e Government grants$20,130,366
VIII-1f All other contributions, gifts and grants$693,747
VIII-1g Noncash contributions (included above)$693,747
VIII-1h Total contributions, gifts and grants$20,824,113
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $2,780,166$2,780,166
VIII-3 Investment incomeExcluded from tax $317,296$317,296
VIII-6 Net rental income or lossExcluded from tax $728,646$728,646
VIII-7 Net gain or loss on sales of assetsExcluded from tax −$561−$561
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Unrelated business $19,158$19,158
VIII-12 Total revenueRelated to mission $2,780,166 · Unrelated business $19,158 · Excluded from tax $1,045,381$24,668,818
Part IX · Statement of functional expenses $29,872,710 across 16 lines filed
IX-1 Grants to domestic organizationsPrograms $9,407,101$9,407,101
IX-5 Pay of current officers, directors and key staffPrograms $1,555,822 · Management $505,582$2,061,404
IX-7 Other salaries and wagesPrograms $5,171,168 · Management $1,717,867$6,889,035
IX-8 Pension plan contributionsPrograms $140,776 · Management $46,766$187,542
IX-9 Other employee benefitsPrograms $530,454 · Management $176,217$706,671
IX-10 Payroll taxesPrograms $350,381 · Management $116,397$466,778
IX-11b Legal feesPrograms $22,838 · Management $45,789$68,627
IX-11c Accounting feesPrograms $88,136 · Management $86,159$174,295
IX-11d Lobbying feesPrograms $38,588$38,588
IX-11g Other fees for servicesPrograms $2,530,342 · Management $375,639$2,905,981
IX-13 Office expensesPrograms $1,190 · Management $25,516$26,706
IX-16 OccupancyPrograms $2,975,080 · Management $357,448$3,332,528
IX-17 TravelPrograms $277,313 · Management $84,412$361,725
IX-22 Depreciation, depletion and amortizationPrograms $1,898,317 · Management $92,884$1,991,201
IX-23 InsuranceManagement $142,235$142,235
IX-24 Other expenses (24a–d)Programs $612,801 · Management $499,492$1,112,293
IX-25 Total functional expensesPrograms $25,600,307 · Management $4,272,403 · Fundraising $0$29,872,710
Part X · Balance sheet $38,301,524 assets, 15 lines filed
X-1 Cash, non-interest-bearingStart of year $661$1,788
X-2 Savings and temporary cash investmentsStart of year $12,487,884$10,480,531
X-3 Pledges and grants receivableStart of year $11,114,894$10,220,363
X-9 Prepaid expenses and deferred chargesStart of year $328,616$543,055
X-10c Land, buildings and equipment, netStart of year $4,475,547$3,225,811
X-15 Other assetsStart of year $14,433,959$13,829,976
X-16 Total assetsStart of year $42,841,561$38,301,524
X-17 Accounts payable and accrued expensesStart of year $3,792,434$3,900,250
X-19 Deferred revenueStart of year $2,996,566$4,387,560
X-25 Other liabilitiesStart of year $14,906,380$14,406,762
X-26 Total liabilitiesStart of year $21,695,380$22,694,572
X-27 Net assets without donor restrictionsStart of year $20,947,281$14,961,919
X-28 Net assets with donor restrictionsStart of year $198,900$645,033
X-32 Total net assets or fund balancesStart of year $21,146,181$15,606,952
X-33 Total liabilities and net assetsStart of year $42,841,561$38,301,524
Part XI · Reconciliation of net assets $15,606,952 net assets at year end
XI-1 Total revenue$24,668,818
XI-2 Total expenses$29,872,710
XI-3 Revenue less expenses−$5,203,892
XI-4 Net assets at start of year$21,146,181
XI-6 Donated services and use of facilities−$335,337
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$15,606,952

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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