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Nonprofiteer
← FERMI RESEARCH ALLIANCE LLC

Form 990 for tax year 2022

Filed by FERMI RESEARCH ALLIANCE LLC.

Totals

Total revenue
$658,749,338
Total expenses
$658,194,829
Contributions and grants received
$656,861,851
Grants paid
$280,396
Program services expenses (Part IX)
$656,071,411
Management and general expenses
$2,123,418
Fundraising expenses
$0
Program service expenses (Part III)
$656,071,411

Program services were 99.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • Andrea Meloni

    Director

    Total calculated
    $0
    Hours/week
    2

  • Christine Gelles

    Director

    Total calculated
    $0
    Hours/week
    2

  • David Mark

    Director

    Total calculated
    $0
    Hours/week
    2

  • Hardik Bhatt

    Director

    Total calculated
    $0
    Hours/week
    2

  • Henry Bartoli

    Director

    Total calculated
    $0
    Hours/week
    2

  • Jimmy Samartzis

    Director

    Total calculated
    $0
    Hours/week
    2

  • John Mester

    URA President

    Total calculated
    $519,564
    From this org
    $0
    From related orgs
    $450,102
    Other
    $69,462
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $450,102 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $35,625 related
    Nontaxable benefits
    $0 + $33,837 related
    Filer's total
    $0 + $519,564 related

  • John Womersley

    Director

    Total calculated
    $0
    Hours/week
    2

  • Joseph Incandela

    Director

    Total calculated
    $0
    Hours/week
    2

  • Juan de Pablo

    Director

    Total calculated
    $891,781
    From this org
    $0
    From related orgs
    $827,686
    Other
    $64,095
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $827,686 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $24,400 related
    Nontaxable benefits
    $0 + $39,695 related
    Filer's total
    $0 + $891,781 related

  • Maxine Savitz

    Director

    Total calculated
    $0
    Hours/week
    2

  • Paul Alivisatos

    Chairman

    Total calculated
    $2,125,787
    From this org
    $0
    From related orgs
    $1,832,579
    Other
    $293,208
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,832,579 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $271,600 related
    Nontaxable benefits
    $0 + $21,608 related
    Filer's total
    $0 + $2,125,787 related

  • Randy Hultgren

    Director

    Total calculated
    $0
    Hours/week
    2

  • Rolf Heuer

    Director

    Total calculated
    $0
    Hours/week
    2

  • Satyan Pitroda

    Director

    Total calculated
    $0
    Hours/week
    2

  • William H Joyce

    Vice Chairman

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • John Myer

    General Counsel and Secretary

    Total calculated
    $306,657
    From this org
    $244,378
    From related orgs
    $0
    Other
    $62,279
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $243,463
    Bonus
    $0
    Other
    $915
    Deferred
    $25,562
    Nontaxable benefits
    $36,717
    Filer's total
    $306,657

  • Nikolitsa (Lia) Merminga

    President

    Total calculated
    $546,624
    From this org
    $504,479
    From related orgs
    $0
    Other
    $42,145
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $479,841
    Bonus
    $0
    Other
    $24,638
    Deferred
    $30,500
    Nontaxable benefits
    $11,645
    Filer's total
    $546,624

  • Alexander Romanenko

    Chief Technology Officer

    Total calculated
    $283,754
    From this org
    $226,281
    From related orgs
    $0
    Other
    $57,473
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $225,655
    Bonus
    $0
    Other
    $626
    Deferred
    $23,506
    Nontaxable benefits
    $33,967
    Filer's total
    $283,754

  • Anju Jain

    Chief Human Resources Officer

    Total calculated
    $241,706
    From this org
    $219,351
    From related orgs
    $0
    Other
    $22,355
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $198,385
    Bonus
    $0
    Other
    $20,966
    Deferred
    $21,889
    Nontaxable benefits
    $466
    Filer's total
    $241,706

  • Bonnie Fleming

    Deputy Director/Chief Research Officer

    Total calculated
    $184,024
    From this org
    $162,274
    From related orgs
    $0
    Other
    $21,750
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $158,590
    Bonus
    $0
    Other
    $3,684
    Deferred
    $13,258
    Nontaxable benefits
    $8,492
    Filer's total
    $184,024

  • Christopher Mossey

    Deputy Lab Director for LBNF/DUNE-US

    Total calculated
    $387,670
    From this org
    $357,170
    From related orgs
    $0
    Other
    $30,500
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $333,004
    Bonus
    $0
    Other
    $24,166
    Deferred
    $30,500
    Nontaxable benefits
    $0
    Filer's total
    $387,670

  • Elizabeth Sexton-Kennedy

    Chief Information Officer

    Total calculated
    $276,599
    From this org
    $240,749
    From related orgs
    $0
    Other
    $35,850
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $239,248
    Bonus
    $0
    Other
    $1,501
    Deferred
    $24,205
    Nontaxable benefits
    $11,645
    Filer's total
    $276,599

  • Gregory Bock

    Deputy Chief of Research

    Total calculated
    $251,201
    From this org
    $203,831
    From related orgs
    $0
    Other
    $47,370
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $200,111
    Bonus
    $0
    Other
    $3,720
    Deferred
    $20,954
    Nontaxable benefits
    $26,416
    Filer's total
    $251,201

  • Kevin Burkett

    Head of Particle Physics Division

    Total calculated
    $256,245
    From this org
    $210,352
    From related orgs
    $0
    Other
    $45,893
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $188,625
    Bonus
    $0
    Other
    $21,727
    Deferred
    $24,166
    Nontaxable benefits
    $21,727
    Filer's total
    $256,245

  • Mark Jeffers

    FESS Section Head

    Total calculated
    $275,927
    From this org
    $219,151
    From related orgs
    $0
    Other
    $56,776
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $218,690
    Bonus
    $0
    Other
    $461
    Deferred
    $22,809
    Nontaxable benefits
    $33,967
    Filer's total
    $275,927

  • Martha Michels

    Acting Chief Operating Officer

    Total calculated
    $357,275
    From this org
    $311,002
    From related orgs
    $0
    Other
    $46,273
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $307,702
    Bonus
    $0
    Other
    $3,300
    Deferred
    $30,500
    Nontaxable benefits
    $15,773
    Filer's total
    $357,275

  • Mary Jo E Lyke

    FRA Senior Budget Manager

    Total calculated
    $217,178
    From this org
    $177,341
    From related orgs
    $0
    Other
    $39,837
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $174,848
    Bonus
    $0
    Other
    $2,493
    Deferred
    $18,050
    Nontaxable benefits
    $21,787
    Filer's total
    $217,178

  • Vanessa Peoples

    Chief Financial Officer - Laboratory

    Total calculated
    $187,120
    From this org
    $164,870
    From related orgs
    $0
    Other
    $22,250
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $163,669
    Bonus
    $0
    Other
    $1,201
    Deferred
    $11,639
    Nontaxable benefits
    $10,611
    Filer's total
    $187,120

  • Andrew Hime

    Head of Business Transformation

    Total calculated
    $247,720
    From this org
    $239,847
    From related orgs
    $0
    Other
    $7,873
    Hours/week
    10

    Schedule J breakdown matched by us

    Base
    $208,454
    Bonus
    $0
    Other
    $31,393
    Deferred
    $0
    Nontaxable benefits
    $7,873
    Filer's total
    $247,720

  • Giorgio Apollinari

    Physicist

    Total calculated
    $270,816
    From this org
    $243,858
    From related orgs
    $0
    Other
    $26,958
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $225,329
    Bonus
    $0
    Other
    $18,529
    Deferred
    $24,509
    Nontaxable benefits
    $2,449
    Filer's total
    $270,816

  • Marcela S Carena Lopez

    Physicist

    Total calculated
    $310,146
    From this org
    $250,376
    From related orgs
    $0
    Other
    $59,770
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $248,729
    Bonus
    $0
    Other
    $1,647
    Deferred
    $25,803
    Nontaxable benefits
    $33,967
    Filer's total
    $310,146

  • Randall Ortgiesen

    Special Advisor to the CPO

    Total calculated
    $306,130
    From this org
    $253,671
    From related orgs
    $0
    Other
    $52,459
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $233,010
    Bonus
    $0
    Other
    $20,661
    Deferred
    $26,043
    Nontaxable benefits
    $26,416
    Filer's total
    $306,130

  • Troy Lark

    Procurement Manager

    Total calculated
    $282,436
    From this org
    $235,375
    From related orgs
    $0
    Other
    $47,061
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $234,866
    Bonus
    $0
    Other
    $509
    Deferred
    $23,395
    Nontaxable benefits
    $23,666
    Filer's total
    $282,436

  • JOSEPH LYKKEN

    FORMER DEPUTY DIRECTOR FOR RESEARCH

    Total calculated
    $378,775
    From this org
    $324,609
    From related orgs
    $0
    Other
    $54,166
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $320,388
    Bonus
    $0
    Other
    $4,221
    Deferred
    $30,500
    Nontaxable benefits
    $23,666
    Filer's total
    $378,775

  • Luciano Ristori

    Former Chief Research Officer

    Total calculated
    $216,073
    From this org
    $174,459
    From related orgs
    $0
    Other
    $41,614
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $172,809
    Bonus
    $0
    Other
    $1,650
    Deferred
    $17,948
    Nontaxable benefits
    $23,666
    Filer's total
    $216,073

  • Michael Lindgren

    Former Chief Project Officer

    Total calculated
    $306,362
    From this org
    $271,953
    From related orgs
    $0
    Other
    $34,409
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $258,019
    Bonus
    $0
    Other
    $13,934
    Deferred
    $23,734
    Nontaxable benefits
    $10,675
    Filer's total
    $306,362

  • NIGEL LOCKYER

    FORMER PRESIDENT

    Total calculated
    $484,127
    From this org
    $429,961
    From related orgs
    $0
    Other
    $54,166
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $404,452
    Bonus
    $0
    Other
    $25,509
    Deferred
    $30,500
    Nontaxable benefits
    $23,666
    Filer's total
    $484,127

  • Patricia McBride

    Former Particle Physics Division Head

    Total calculated
    $315,122
    From this org
    $280,656
    From related orgs
    $0
    Other
    $34,466
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $277,608
    Bonus
    $0
    Other
    $3,048
    Deferred
    $24,974
    Nontaxable benefits
    $9,492
    Filer's total
    $315,122

  • Richard P Stanek

    Former Deputy Chief Technology Officer

    Total calculated
    $331,864
    From this org
    $278,241
    From related orgs
    $0
    Other
    $53,623
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $274,704
    Bonus
    $0
    Other
    $3,537
    Deferred
    $28,277
    Nontaxable benefits
    $25,346
    Filer's total
    $331,864

  • Ronald Ray

    Former Mu2e Project Manager

    Total calculated
    $258,317
    From this org
    $214,891
    From related orgs
    $0
    Other
    $43,426
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $193,054
    Bonus
    $0
    Other
    $21,837
    Deferred
    $21,875
    Nontaxable benefits
    $21,551
    Filer's total
    $258,317

  • Sergei Nagaitsev

    Former Head of Accelerator Science Programs

    Total calculated
    $314,683
    From this org
    $254,639
    From related orgs
    $0
    Other
    $60,044
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $251,688
    Bonus
    $0
    Other
    $2,951
    Deferred
    $26,077
    Nontaxable benefits
    $33,967
    Filer's total
    $314,683

  • Sergey Belomestnykh

    Former Chief Technology Officer

    Total calculated
    $294,671
    From this org
    $243,447
    From related orgs
    $0
    Other
    $51,224
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $238,998
    Bonus
    $0
    Other
    $4,449
    Deferred
    $24,858
    Nontaxable benefits
    $26,366
    Filer's total
    $294,671

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 1a · Housing allowance or residence for personal use
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

Schedule J, Part I, Line 1a Housing allowance or residence for personal use
Housing is provided to the Former President and Deputy Director/ Chief Research Officer. It is treated as taxable compensation.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2022
Filed
16 August 2024
IRS schema version
2022v5.0
Source object
202442299349300724

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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