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Nonprofiteer
← FERMI RESEARCH ALLIANCE LLC

Form 990 for tax year 2023

Filed by FERMI RESEARCH ALLIANCE LLC.

What the amendment changed

Compared with the return it replaced , filed 15 August 2025. matched by us Only the Part I totals and the names listed in Part VII are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.

Program services expenses
$708,323,297 changed to $713,101,823
Management and general expenses
$7,269,052 changed to $2,490,526
Program service expenses (Part III)
$708,323,297 changed to $713,101,823

Listed only on the earlier return

  • Jon Bakken
  • Kevin Burkett
  • Mark Jeffers
  • Susan Simpkins

Listed only on the later return

  • Angela Manning-Hardimon
  • Douglas Glenzinski
  • Kurt Vetter
  • Panagiotis Spentzouris

Listed under a different title

  • FABI Delgado: FINANCIAL OFFICER then FINANCIAL OFFICER and Treasurer
  • NIGEL LOCKYER: FORMER PRESIDENT through 4/18/2023 then FORMER PRESIDENT through 4/18/22
  • Teresa Ann Nightengale: Fermilab CFO through 3/2/2024 then Fermilab CFO (through 3/2/2024)

Totals

Total revenue
$715,499,867
Total expenses
$715,592,349
Contributions and grants received
$713,767,906
Grants paid
$277,569
Program service revenue
$0
Investment income
$3,006
Other revenue
$1,728,955
Total assets, end of year
$18,880,484
Total liabilities, end of year
$18,818,458
Net assets or fund balances, end of year
$62,026
Program services expenses (Part IX)
$713,101,823
Management and general expenses
$2,490,526
Fundraising expenses
$0
Program service expenses (Part III)
$713,101,823

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

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1e · Government grants (contributions)

    $713,767,906

  • 2f · All other program service revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 3 · Investment income

    total $3,006 · excluded $3,006

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 7c · Gain or loss

    securities $0 · other assets $0

  • 11a · Other revenue: Other Income

    total $1,728,955 · related or exempt $1,728,955

  • 11d · All other revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 11e · Other revenue, total

    $1,728,955

Functional expenses

Part IX, the statement of functional expenses.

  • 2 · Grants to domestic individuals

    total $265,914 · program services $265,914

  • 3 · Grants to foreign organizations and individuals

    total $11,655 · program services $11,655

  • 5 · Compensation of officers, directors and key employees

    total $3,343,464 · program services $3,343,464

  • 7 · Other salaries and wages

    total $200,274,400 · program services $199,259,463 · management and general $1,014,937

  • 8 · Pension plan contributions

    total $22,157,966 · program services $22,045,675 · management and general $112,291

  • 9 · Other employee benefits

    total $26,763,428 · program services $26,627,798 · management and general $135,630

  • 10 · Payroll taxes

    total $14,324,654 · program services $14,252,060 · management and general $72,594

  • 11c · Fees: accounting

    total $68,427 · management and general $68,427

  • 11d · Fees: lobbying

    total $293,421 · management and general $293,421

  • 11g · Fees: other

    total $99,867,187 · program services $99,377,257 · management and general $489,930 · fundraising $0

  • 17 · Travel

    total $7,787,062 · program services $7,702,038 · management and general $85,024

  • 24a · Other expenses: Cost of Property, Plant, Equ for DOE

    total $285,131,226 · program services $285,131,226

  • 24b · Other expenses: Materials and Supplies

    total $29,052,747 · program services $28,834,475 · management and general $218,272

  • 24c · Other expenses: Electrical Power

    total $20,084,659 · program services $20,084,659

  • 24d · Other expenses: Inventory Usage

    total $4,124,436 · program services $4,124,436

  • 24e · All other expenses

    total $2,041,703 · program services $2,041,703 · management and general $0 · fundraising $0

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $1,318,221 · end of year $681,046

  • 4 · Accounts receivable

    beginning of year $11,851 · end of year $197,592

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $328,466 · end of year $283,590

  • 10a · Land, buildings and equipment: cost or other basis

    $0

  • 10b · Land, buildings and equipment: accumulated depreciation

    $0

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $0

  • 11 · Investments: publicly traded securities

    beginning of year $12,280,635 · end of year $17,030,249

  • 12 · Investments: other securities

    beginning of year $392,974 · end of year $488,007

  • 13 · Investments: program-related

    beginning of year $0

  • 15 · Other assets

    beginning of year $200,000 · end of year $200,000

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,630,167 · end of year $1,214,826

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $12,747,472 · end of year $17,603,632

  • 27 · Net assets without donor restrictions

    beginning of year $154,508 · end of year $62,026

Mission and programs · 2023

Mission

The organization's primary exempt purpose is the management and operation of the Fermi National Accelerator Laboratory ("Fermilab") in Batavia, Illinois, an international scientific user facility owned by the U.S. Department of Energy at which the fundamental nature of matter and energy is studied.

Activities or mission (Part I)

FRA LLC's purpose is the management and operation of Fermilab, an international scientific user facility owned by the US Department of Energy at which the fundamental nature of matter and energy is studied.

  • THE U.S. DEPARTMENT OF ENERGY (DOE) AWARDED THE MANAGEMENT AND OPERATING CONTRACT FOR FERMI NATIONAL ACCELERATOR LABORATORY (FERMILAB) TO FRA, LLC, EFFECTIVE JANUARY 1, 2007-December 31,2025. FRA BUILDS ON UNIVERSITIES RESEARCH ASSOCIATION'S 50-YEAR RECORD OF PERFORMANCE IN THE MANAGEMENT AND OPERATION OF FERMILAB; AND THE UNIVERSITY OF CHICAGO'S LEADERSHIP OF ARGONNE NATIONAL LABORATORY (ANL) SINCE ITS FOUNDING. THE FRA TEAM BRINGS RESOURCES, COLLABORATIONS, AND BEST PRACTICES TO ADDRESS THE LABORATORY'S CHALLENGES AND OPPORTUNITIES. FRA SUPPORTS THE LABORATORY'S LONG-TERM VISION AND TOTAL COMMITMENT TO DISCOVERY, THE DOE SCIENTIFIC MISSION, AND ENSURING OUR NATION'S CONTINUED PREEMINENCE IN PARTICLE PHYSICS. Presently, Fermilab's primary ten-year goal is to establish a world-leading neutrino science program led by the Long-Baseline Neutrino Facility and Deep Underground Neutrino Experiment (LBNF/DUNE). LBNF/DUNE advances the Particle Physics Project Prioritization Panel (P5) plan by establishing the first phase of this facility with a new beamline and a far detector sited deep underground in South Dakota in the 2020s. As Fermilab steps into this new role as host lab for LBNF/DUNE, the organizational structure is adjusting to support the scientists, students, technicians and engineers who are and will be working at the Sanford Underground Research Facility (SURF) in South Dakota. The laboratory has established a new Fermilab division, the South Dakota Operations Division, which is based full-time at SURF to provide the same range of operational and support services that exist at Fermilab's main campus in Batavia, IL. In addition, Fermilab's major initiatives include leading one of the five DOE National Quantum Information Science (QIS) Research Centers. The Superconducting Quantum Materials and Systems Center (SQMS) has the concrete and ambitious goal to develop, build, and deploy the first quantum computer at Fermilab. The SQMS Center and other Fermilab efforts are producing high-impact results in quantum computing, networking, and sensing and growing collaborations with universities, laboratories, and industry leaders in QIS.

    Expenses $713,101,823 · Grants $277,569 · Revenue $1,728,955

As filed on the 2023 return.

Listed in Part VII

  • Andrea Meloni

    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

  • Jack Anderson

    Director

    Total calculated
    $0
    Hours/week
    2 + 38 related

  • Jimmy Samartzis

    Director

    Total calculated
    $0
    Hours/week
    2

  • John Mester

    URA President

    Total calculated
    $565,851
    From this org
    $0
    From related orgs
    $493,227
    Other
    $72,624
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $493,227 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $33,000 related
    Nontaxable benefits
    $0 + $39,624 related
    Filer's total
    $0 + $565,851 related

  • John Womersley

    Director Through 01/05/2024

    Total calculated
    $0
    Hours/week
    2

  • Joseph Incandela

    Director

    Total calculated
    $0
    Hours/week
    2

  • Juan de Pablo

    Director Through 9/16/2024

    Total calculated
    $949,250
    From this org
    $0
    From related orgs
    $883,411
    Other
    $65,839
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $708,594 related
    Bonus
    $0 + $166,859 related
    Other
    $0 + $7,958 related
    Deferred
    $0 + $26,400 related
    Nontaxable benefits
    $0 + $39,439 related
    Filer's total
    $0 + $949,250 related

  • Maxine Savitz

    Director

    Total calculated
    $0
    Hours/week
    2

  • Paul Alivisatos

    Chairman

    Total calculated
    $1,899,536
    From this org
    $0
    From related orgs
    $1,850,855
    Other
    $48,681
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,249,077 related
    Bonus
    $0 + $580,981 related
    Other
    $0 + $20,797 related
    Deferred
    $0 + $26,400 related
    Nontaxable benefits
    $0 + $22,281 related
    Filer's total
    $0 + $1,899,536 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

  • Angela Manning-Hardimon

    FermiLab CFO (Beg April 2024)

    Total calculated
    $0
    Hours/week
    40

  • Beth Fancsali

    Interim General Counsel and FRA Secretary

    Total calculated
    $290,699
    From this org
    $253,090
    From related orgs
    $0
    Other
    $37,609
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $252,032
    Bonus
    $0
    Other
    $1,058
    Deferred
    $25,484
    Nontaxable benefits
    $12,125
    Filer's total
    $290,699

  • FABI Delgado

    FINANCIAL OFFICER and Treasurer

    Total calculated
    $351,786
    From this org
    $0
    From related orgs
    $311,971
    Other
    $39,815
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $281,120 related
    Bonus
    $0 + $30,851 related
    Other
    $0
    Deferred
    $0 + $25,426 related
    Nontaxable benefits
    $0 + $14,389 related
    Filer's total
    $0 + $351,786 related

  • Nikolitsa Lia Merminga

    President

    Total calculated
    $719,649
    From this org
    $698,657
    From related orgs
    $0
    Other
    $20,992
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $629,470
    Bonus
    $0
    Other
    $69,187
    Deferred
    $8,867
    Nontaxable benefits
    $12,125
    Filer's total
    $719,649

  • Teresa Ann Nightengale

    Fermilab CFO (through 3/2/2024)

    Total calculated
    $397,466
    From this org
    $359,484
    From related orgs
    $0
    Other
    $37,982
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $296,806
    Bonus
    $0
    Other
    $62,678
    Deferred
    $27,878
    Nontaxable benefits
    $10,104
    Filer's total
    $397,466

  • Alexander Valishev

    Associate Lab Director

    Total calculated
    $312,130
    From this org
    $249,531
    From related orgs
    $0
    Other
    $62,599
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $248,639
    Bonus
    $0
    Other
    $892
    Deferred
    $26,016
    Nontaxable benefits
    $36,583
    Filer's total
    $312,130

  • Bonnie Fleming

    Deputy Director/Chief Research Officer

    Total calculated
    $565,252
    From this org
    $496,917
    From related orgs
    $0
    Other
    $68,335
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $495,516
    Bonus
    $0
    Other
    $1,401
    Deferred
    $33,000
    Nontaxable benefits
    $35,335
    Filer's total
    $565,252

  • Christopher Mossey

    Deputy Lab Director for LBNF/DUNE-US THROUGH 04/18/2024

    Total calculated
    $408,313
    From this org
    $375,313
    From related orgs
    $0
    Other
    $33,000
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $350,255
    Bonus
    $0
    Other
    $25,058
    Deferred
    $33,000
    Nontaxable benefits
    $0
    Filer's total
    $408,313

  • JOSEPH LYKKEN

    Hd of Fermi Quantum Institute

    Total calculated
    $383,767
    From this org
    $326,271
    From related orgs
    $0
    Other
    $57,496
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $322,023
    Bonus
    $0
    Other
    $4,248
    Deferred
    $32,870
    Nontaxable benefits
    $24,626
    Filer's total
    $383,767

  • Martha Michels

    Dir of Cont Assur & Perf Mgmt

    Total calculated
    $371,509
    From this org
    $326,736
    From related orgs
    $0
    Other
    $44,773
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $323,678
    Bonus
    $0
    Other
    $3,058
    Deferred
    $32,648
    Nontaxable benefits
    $12,125
    Filer's total
    $371,509

  • Richard P Stanek

    SQMS Deputy Proj Director through 6/1/2024

    Total calculated
    $365,347
    From this org
    $306,784
    From related orgs
    $0
    Other
    $58,563
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $302,791
    Bonus
    $0
    Other
    $3,993
    Deferred
    $31,237
    Nontaxable benefits
    $27,326
    Filer's total
    $365,347

  • Scott Tingey

    Deputy Lab Director and COO through 12/30/2023

    Total calculated
    $527,794
    From this org
    $494,794
    From related orgs
    $0
    Other
    $33,000
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $447,195
    Bonus
    $0
    Other
    $47,599
    Deferred
    $33,000
    Nontaxable benefits
    $0
    Filer's total
    $527,794

  • Douglas Glenzinski

    Deputy CRO for Sci & Tech

    Total calculated
    $283,065
    From this org
    $283,065
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $283,065
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $283,065

  • Kurt Vetter

    LBNF Project Manager

    Total calculated
    $338,977
    From this org
    $276,068
    From related orgs
    $0
    Other
    $62,909
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $249,782
    Bonus
    $0
    Other
    $26,286
    Deferred
    $24,576
    Nontaxable benefits
    $38,333
    Filer's total
    $338,977

  • Panagiotis Spentzouris

    Associate Lab Director

    Total calculated
    $331,372
    From this org
    $269,310
    From related orgs
    $0
    Other
    $62,062
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $268,190
    Bonus
    $0
    Other
    $1,120
    Deferred
    $26,727
    Nontaxable benefits
    $35,335
    Filer's total
    $331,372

  • Richard Goffi

    Director of Strategic Planning

    Total calculated
    $435,305
    From this org
    $364,781
    From related orgs
    $0
    Other
    $70,524
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $346,951
    Bonus
    $0
    Other
    $17,830
    Deferred
    $32,641
    Nontaxable benefits
    $37,883
    Filer's total
    $435,305

  • Stephen Gourlay

    Division Head

    Total calculated
    $316,951
    From this org
    $290,506
    From related orgs
    $0
    Other
    $26,445
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $270,773
    Bonus
    $0
    Other
    $19,733
    Deferred
    $26,445
    Nontaxable benefits
    $0
    Filer's total
    $316,951

  • Alexander Romanenko

    FORMER Chief Technology Officer

    Total calculated
    $301,022
    From this org
    $240,761
    From related orgs
    $0
    Other
    $60,261
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $240,132
    Bonus
    $0
    Other
    $629
    Deferred
    $24,926
    Nontaxable benefits
    $35,335
    Filer's total
    $301,022

  • Elizabeth Sexton-Kennedy

    FORMER Chief Information Officer

    Total calculated
    $273,728
    From this org
    $237,702
    From related orgs
    $0
    Other
    $36,026
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $236,203
    Bonus
    $0
    Other
    $1,499
    Deferred
    $23,901
    Nontaxable benefits
    $12,125
    Filer's total
    $273,728

  • Gregory Bock

    FORMER Deputy Chief of Research

    Total calculated
    $258,986
    From this org
    $211,599
    From related orgs
    $0
    Other
    $47,387
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $207,733
    Bonus
    $0
    Other
    $3,866
    Deferred
    $21,561
    Nontaxable benefits
    $25,826
    Filer's total
    $258,986

  • John Myer

    Former General Counsel and Secretary through 4/29/2023

    Total calculated
    $219,815
    From this org
    $174,037
    From related orgs
    $0
    Other
    $45,778
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $173,649
    Bonus
    $0
    Other
    $388
    Deferred
    $33,000
    Nontaxable benefits
    $12,778
    Filer's total
    $219,815

  • Luciano Ristori

    Former Chief Research Officer

    Total calculated
    $222,669
    From this org
    $179,590
    From related orgs
    $0
    Other
    $43,079
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $177,860
    Bonus
    $0
    Other
    $1,730
    Deferred
    $18,453
    Nontaxable benefits
    $24,626
    Filer's total
    $222,669

  • Marc Kaducak

    FORMER ACTING PROJECT DIR FOR PIP-II

    Total calculated
    $128,318
    From this org
    $105,799
    From related orgs
    $0
    Other
    $22,519
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $105,799
    Bonus
    $0
    Other
    $0
    Deferred
    $10,833
    Nontaxable benefits
    $11,686
    Filer's total
    $128,318

  • Mary Jo E Lyke

    FORMER FRA Senior Budget Manager

    Total calculated
    $225,735
    From this org
    $184,302
    From related orgs
    $0
    Other
    $41,433
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $173,708
    Bonus
    $0
    Other
    $10,594
    Deferred
    $22,651
    Nontaxable benefits
    $18,782
    Filer's total
    $225,735

  • NIGEL LOCKYER

    FORMER PRESIDENT through 4/18/22

    Total calculated
    $235,525
    From this org
    $216,962
    From related orgs
    $0
    Other
    $18,563
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $215,862
    Bonus
    $0
    Other
    $1,100
    Deferred
    $10,354
    Nontaxable benefits
    $8,209
    Filer's total
    $235,525

  • Patricia McBride

    Former Particle Physics Division Head

    Total calculated
    $272,082
    From this org
    $262,626
    From related orgs
    $0
    Other
    $9,456
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $259,395
    Bonus
    $0
    Other
    $3,231
    Deferred
    $0
    Nontaxable benefits
    $9,456
    Filer's total
    $272,082

  • Ronald Ray

    Former Mu2e Project Manager

    Total calculated
    $276,009
    From this org
    $230,321
    From related orgs
    $0
    Other
    $45,688
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $205,036
    Bonus
    $0
    Other
    $25,285
    Deferred
    $23,273
    Nontaxable benefits
    $22,415
    Filer's total
    $276,009

  • Sergey Belomestnykh

    Former Chief Technology Officer

    Total calculated
    $316,282
    From this org
    $263,379
    From related orgs
    $0
    Other
    $52,903
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $252,785
    Bonus
    $0
    Other
    $10,594
    Deferred
    $26,177
    Nontaxable benefits
    $26,726
    Filer's total
    $316,282

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, and on a Form 990-PF Part VIII's — 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 President. 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
2023
Filed
10 November 2025
IRS schema version
2023v6.0
Source object
202513149349303406

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