Skip to content
Nonprofiteer
← NORWICH UNIVERSITY APPLIED RESEARCH INSTITUTES LTD

Form 990 for tax year 2024

Filed by NORWICH UNIVERSITY APPLIED RESEARCH INSTITUTES LTD.

Totals

Total revenue
$6,387,793
Total expenses
$6,124,274
Contributions and grants received
$3,897,755
Grants paid
$0
Program service revenue
$2,388,014
Investment income
$102,024
Other revenue
$0
Total assets, end of year
$4,633,207
Total liabilities, end of year
$452,373
Net assets or fund balances, end of year
$4,180,834
Program services expenses (Part IX)
$4,698,460
Management and general expenses
$1,425,814
Fundraising expenses
$0
Program service expenses (Part III)
$4,698,460

Program services were 76.7% 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)

    $3,897,755

  • 2a · Program service revenue: OTHER SCIENTIFIC & TECH SVCS

    total $2,161,498 · related or exempt $2,161,498

  • 2b · Program service revenue: CYBER EXERCISE & SCENARIO DEV

    total $213,142 · related or exempt $213,142

  • 2c · Program service revenue: EDUCATION AND TRAINING

    total $13,374 · related or exempt $13,374

  • 3 · Investment income

    total $102,024 · excluded $102,024

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $1,118,226 · program services $687,489 · management and general $430,737

  • 7 · Other salaries and wages

    total $2,748,411 · program services $2,323,810 · management and general $424,601

  • 8 · Pension plan contributions

    total $130,665 · program services $99,763 · management and general $30,902

  • 9 · Other employee benefits

    total $328,767 · program services $251,004 · management and general $77,763

  • 10 · Payroll taxes

    total $273,285 · program services $208,653 · management and general $64,632

  • 11b · Fees: legal

    total $39,408 · management and general $39,408

  • 11c · Fees: accounting

    total $31,500 · management and general $31,500

  • 11g · Fees: other

    total $360,926 · program services $360,926

  • 13 · Office expenses

    total $188,781 · program services $38,387 · management and general $150,394

  • 14 · Information technology

    total $124,474 · program services $95,035 · management and general $29,439

  • 16 · Occupancy

    total $30,600 · program services $23,363 · management and general $7,237

  • 17 · Travel

    total $301,911 · program services $235,726 · management and general $66,185

  • 19 · Conferences, conventions and meetings

    total $8,958 · program services $85 · management and general $8,873

  • 20 · Interest

    total $2 · management and general $2

  • 23 · Insurance

    total $50,235 · management and general $50,235

  • 24a · Other expenses: MATERIALS

    total $334,570 · program services $334,570

  • 24b · Other expenses: OTHER

    total $46,386 · program services $39,649 · management and general $6,737

  • 24c · Other expenses: DONATIONS

    total $4,500 · management and general $4,500

  • 24d · Other expenses: MEMBERSHIPS

    total $2,669 · management and general $2,669

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $47,624 · end of year $89,978

  • 2 · Savings and temporary cash investments

    beginning of year $3,751,317 · end of year $3,785,499

  • 4 · Accounts receivable

    beginning of year $715,090 · end of year $433,673

  • 9 · Prepaid expenses and deferred charges

    beginning of year $154,663 · end of year $229,352

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

    $41,490

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

    $41,490

  • 15 · Other assets

    beginning of year $327,870 · end of year $94,705

  • 17 · Accounts payable and accrued expenses

    beginning of year $694,961 · end of year $231,878

  • 19 · Deferred revenue

    beginning of year $381,448 · end of year $215,519

  • 25 · Other liabilities

    beginning of year $2,840 · end of year $4,976

  • 27 · Net assets without donor restrictions

    beginning of year $3,917,315 · end of year $4,180,834

Mission and programs · 2024

Mission

NUARI'S MISSION IS A) TO SERVE THE NATIONAL PUBLIC INTEREST THROUGH THE STUDY OF CRITICAL NATIONAL ISSUES; B) TO PROVIDE RAPID RESEARCH, DEVELOPMENT AND DEPLOYMENT OF NEEDED TECHNOLOGY SOLUTIONS; C) TO ADDRESS RELATED CRITICAL POLICY, INFORMATION MANAGEMENT AND TECHNOLOGY ISSUES TO ENHANCE NATIONAL RESPONSE CAPABILITY; D) TO DEVELOP RELATED EDUCATIONAL AND TRAINING PROGRAMS; AND E) TO SERVE AS A NATIONAL EDUCATION CENTER FOR COUNTER-TERRORISM AND CYBERCRIME.

  • TRAINING, EXERCISE AND SIMULATION ACTIVITIES: (A) CYBER EXERCISE SUPP. EXERCISES - SCENERIOS AND EXERCISES USING THE DECIDE FS TOOL TO DEMONSTRATE EFFECTIVENESS AND NEED FOR CYBER INCIDENT RESPONSE PLANS IN THE FINANCIAL SECTOR (B) CYBER INTRUSION PLANNING AND DETECTION FOR THE STATE OF VT (C)CYBER EDUCATION TRAINING.

    Expenses $123,154 · Revenue $213,142

  • COURSEWARE DEVELOPMENT AND DESIGN ACTIVITIES: DEVELOP WEB BASED INCIDENT RESPONSE TRAINING FOR STATES AND COMMUNITITES WHICH WILL ENHANCE THEIR RESPONSE CAPABILITIES AND PREPARDEDNESS IN THE EVENT OF A CYBER ATTACK, NATIONAL EMERGENCY OR OTHER DISASTER.

    Expenses $1,355,203 · Revenue $13,375

  • OTHER PROGRAM SERVICES: PROVIDED SME SUPPORT AND PROGRAM MANAGEMENT FOR VISUAL AUGMENTATION SYSTEMS AND OTHER RELATED DEFENSE TECHNOLOGY PROGRAMS; DEVELOP EDUCATIONAL INNOVATION THROUGH SME SUPPORT AND PROGRAM MANAGEMENT, AND PROVIDE OTHER SPECIALIZED TECHNICAL SERVICES.

    Expenses $3,120,433 · Revenue $2,161,498

  • IR&D & B&P LABOR

    Expenses $99,670

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Mark D Young

    CHAIR

    Total calculated
    $0

  • William Lasky

    DIRECTOR

    Total calculated
    $0

  • Andrew Bannon

    DIRECTOR

    Total calculated
    $0

  • John Koziol

    DIRECTOR

    Total calculated
    $0

  • John Broadmeadow

    DIRECTOR

    Total calculated
    $297,243
    From this org
    $0
    From related orgs
    $277,163
    Other
    $20,080

    Schedule J breakdown matched by us

    Base
    not reported + $277,163 related
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported + $19,718 related
    Nontaxable benefits
    not reported + $362 related
    Filer's total
    not reported + $297,243 related

  • Robert Lindefjeld

    VICE CHAIR

    Total calculated
    $0

  • Mark Bowman

    DIRECTOR

    Total calculated
    $0

  • Tina Christiano

    DIRECTOR

    Total calculated
    $0

  • Philip T Susmann

    PRESIDENT

    Total calculated
    $404,514
    From this org
    $350,678
    From related orgs
    $0
    Other
    $53,836
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $306,159
    Bonus
    $43,300
    Other
    $1,219
    Deferred
    $18,852
    Nontaxable benefits
    $34,984
    Filer's total
    $404,514

  • Andrew Zybas

    SENIOR VP

    Total calculated
    $159,210
    From this org
    $157,944
    From related orgs
    $0
    Other
    $1,266
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $141,015
    Bonus
    $13,000
    Other
    $3,929
    Deferred
    not reported
    Nontaxable benefits
    $1,266
    Filer's total
    $159,210

  • Cheryl Willette

    TREASURER

    Total calculated
    $183,442
    From this org
    $158,925
    From related orgs
    $0
    Other
    $24,517
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $138,468
    Bonus
    $20,000
    Other
    $457
    Deferred
    $8,585
    Nontaxable benefits
    $15,932
    Filer's total
    $183,442

  • Julie Lappin

    SECRETARY

    Total calculated
    $127,310
    From this org
    $100,878
    From related orgs
    $0
    Other
    $26,432

  • John Kunelius

    COO AND VP

    Total calculated
    $201,937
    From this org
    $189,104
    From related orgs
    $0
    Other
    $12,833
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $135,105
    Bonus
    $22,000
    Other
    $31,999
    Deferred
    $11,253
    Nontaxable benefits
    $1,580
    Filer's total
    $201,937

  • Michael Schulz

    ASSOC. VP

    Total calculated
    $204,730
    From this org
    $181,584
    From related orgs
    $0
    Other
    $23,146
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $163,664
    Bonus
    $17,800
    Other
    $120
    Deferred
    $9,956
    Nontaxable benefits
    $13,190
    Filer's total
    $204,730

  • Kristen Pedersen

    VP

    Total calculated
    $195,561
    From this org
    $171,954
    From related orgs
    $0
    Other
    $23,607
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $152,839
    Bonus
    $18,700
    Other
    $415
    Deferred
    $10,428
    Nontaxable benefits
    $13,179
    Filer's total
    $195,561

  • Sherman Patrick

    VP

    Total calculated
    $167,943
    From this org
    $157,436
    From related orgs
    $0
    Other
    $10,507
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $141,015
    Bonus
    $13,000
    Other
    $3,421
    Deferred
    $9,241
    Nontaxable benefits
    $1,266
    Filer's total
    $167,943

  • Rachel Sickler

    SR. DEVELOPE

    Total calculated
    $154,264
    From this org
    $131,113
    From related orgs
    $0
    Other
    $23,151
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $117,834
    Bonus
    $13,200
    Other
    $79
    Deferred
    $7,368
    Nontaxable benefits
    $15,783
    Filer's total
    $154,264

  • Cody Young

    CISO

    Total calculated
    $167,497
    From this org
    $123,551
    From related orgs
    $0
    Other
    $43,946
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $109,768
    Bonus
    $13,700
    Other
    $83
    Deferred
    $5,966
    Nontaxable benefits
    $37,980
    Filer's total
    $167,497

  • Thomas Muehleisen

    EXERCISE DEV

    Total calculated
    $159,208
    From this org
    $121,906
    From related orgs
    $0
    Other
    $37,302
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $110,431
    Bonus
    $11,000
    Other
    $475
    Deferred
    $7,836
    Nontaxable benefits
    $29,466
    Filer's total
    $159,208

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 · First-class or charter travel
  • 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 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4a · Severance or change-of-control payment
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception
  • 9 · Followed the rebuttable-presumption procedure

Answered no

  • 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

The filer's explanations (Part III)

SCHEDULE J, PAGE 1, PART I, LINE 1A
THE BOARD OF DIRECTORS PREVIOUSLY APPROVED A CHANGE TO ITS ORIGINAL EXPENSE REIMBURSEMENT POLICY WHICH ALLOWS DIRECTORS TO TRAVEL AT THE NEXT HIGHER AVAILABLE AIRFARE CLASS WHEN A SCHEDULE FLIGHT SEGMENT IS IN EXCESS OF TWO HOURS. THE DIRECTOR MUST SUBMIT A PRINTOUT FOR BOTH THE COACH FARE AS WELL AS A RECEIPT FOR THE HIGHER FARE FOR THE SAME ITINERARY AND DATE OF TRAVEL. DIRECTOR JOHN BROADMEADOW IS REQUIRED BY NORWICH UNIVERSITY, TO LIVE IN A HOUSE PROVIDED BY THE UNIVERSITY AS A CONDITION OF HIS EMPLOYMENT AND FOR THE CONVENIENCE OF THE EMPLOYER. THE VALUE OF HIS 2024 HOUSING IN THE AMOUNT OF 36,440 IS INCLUDED IN NUARI'S FORM 990, SCHEDULE J, PART (D) AS PART OF HIS NONTAXABLE BENEFITS.
SCHEDULE J, PAGE 1, PART I, LINE 4
JOHN KUNELIUS 30,333 0 0
SCHEDULE J, PAGE 1, PART I, LINE 7
THE UNIVERSITY AND NUARI MAY AWARD BONUSES IN CERTAIN CIRCUMSTANCES TO REWARD EFFORT AND PERFORMANCE.
SCHEDULE J, PAGE 1, PART I, LINE 8
DIRECTOR JOHN BROADMEADOW WAS UNDER CONTRACT WITH THE UNIVERSITY DURING THE YEAR ENDING MAY 31, 2025.

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
2024
Filed
17 September 2025
IRS schema version
2024v5.0
Source object
202502889349301310

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

The source document this was parsed from is served over the API, which is where bulk and document access live.