APPLIED RESEARCH INSTITUTE INC

EIN: 821443757 501(c)(3) Community Improvement

BLOOMINGTON, IN

Total Revenue
$76,880,879
Total Expenses
$68,231,647
Total Assets
$47,128,624
Net Assets
$16,246,933
🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Sign In — Free (10 views/day)

Financial Trends

Organization Details

Formation Year
2017
Legal Domicile
IN
Principal Officer
LESLIE WOLFE
Phone
8127584338
Tax Period
2024-01-01 to 2024-12-31

APPLIED RESEARCH INSTITUTE INC, founded in 2017, is a mid-sized nonprofit in the Community Improvement sector that reported $76.9M in total revenue in fiscal year 2024. Revenue surged 39% from the prior year, signaling strong growth momentum. Expenses of $68.2M left a modest 11% surplus.

Mission

ARI WAS FORMED TO CONDUCT RESEARCH AND FOSTER REGIONAL COLLABORATION AMONG INDIANA'S RESEARCH UNIVERSITIES; LOCAL, STATE, AND FEDERAL GOVERNMENT ENTITIES; AND THE PHILANTHROPIC AND CORPORATE SECTORS IN CONNECTION WITH CHARITABLE, EDUCATIONAL, AND OTHER EXEMPT PROGRAMS INVOLVING MUTLI-SPECTRAL SENSOR DATA FUSION AND SECURITY (CYBER), HIGH DENSITY ENERGY STORAGE AND MANAGEMENT, ADVANCED MATERIALS SCIENCE, AND MICROELECTRONICS TECHNOLOGY AND SECURITY, AS WELL AS OTHER TECHNOLOGICAL AND SCIENTIFIC AREAS THAT ALIGN WITH THE CAPABILITIES AND MISSION OF THE ORGANIZATION.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Sign In — Free (10 views/day)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $58,845,448
Program Service Revenue $16,675,019
Investment Income $1,360,412
Other Revenue $0
TOTAL REVENUE $76,880,879

Expense Breakdown

Grants Paid $0
Salaries & Benefits $9,574,259
Fundraising Expenses $0
Program Expenses $63,656,987
Other Expenses $58,657,388
TOTAL EXPENSES $68,231,647

Year-over-Year Comparison

2024 2023 Change
Revenue $76,880,879 $55,308,760 +0.4%
Expenses $68,231,647 $50,567,517 +0.3%
Net Income $8,649,232 $4,741,243 +0.8%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Sign In

Governance

Voting Members
5
Independent Members
5
Employees
69
Volunteers
6

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
1
$502,209
Total Directors
5
$0
Key Employees
4
$1,451,297
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
MUNG CHIANG BOARD MEMBER 1.00
Director
$0 $0 $0
SUE ELLSPERMANN BOARD MEMBER 1.00
Director
$0 $0 $0
TINA PETERSON BOARD MEMBER, FINANCE/AUDIT COMMITTEE 1.00
Director
$0 $0 $0
JOHN THOMPSON BOARD MEMBER, FINANCE/AUDIT COMMITTEE 1.00
Director
$0 $0 $0
DR PAMELA WHITTEN BOARD MEMBER, FINANCE/AUDIT COMMITTEE 1.00
Director
$0 $0 $0
DAVID ROBERTS PRESIDENT & CEO 40.00
Officer
$438,960 $63,249 $502,209
WILLIAM KISER EVP SCIENCE & TECHNOLOGY 40.00
Key Emp
$354,514 $61,837 $416,351
LESLIE WOLFE EVP FINANCE & OPERATIONS - CFO 40.00
Key Emp
$311,817 $41,339 $353,156
ELIZABETH PYNE EVP INNOVATION & STRATEGY 40.00
Key Emp
$291,333 $33,021 $324,354
ANDREW KOSSACK EVP PARTNERSHIPS & GENERAL 40.00
Key Emp
$300,367 $57,069 $357,436
JAMES COSTA SVP, INNOVATION & SEMICONDUCTOR 40.00
Highest
$314,836 $56,574 $371,410
BRETT HAMILTON SVP, MICROELECTRONICS & AT 40.00
Highest
$315,340 $35,446 $350,786
ROSA JOHNSON DIRECTOR, CONTRACTS 40.00
Highest
$209,656 $32,782 $242,438
LESLIE ALEXANDER VP ENERGY STORAGE TECHNOLOGIES 40.00
Highest
$250,000 $52,719 $302,719
PATRICK HOLMES SVP INTELLECTUAL PROPERTY 40.00
Highest
$250,000 $40,559 $290,559
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 $76,880,879 $68,231,647 $47,128,624 $8,649,232
2023 $55,308,760 $50,567,517 $41,727,832 $4,741,243
2022 $30,438,388 $29,551,415 $11,042,297 $886,973
2021 $9,074,163 $7,556,576 $3,329,526 $1,517,587
2020 $4,382,204 $4,062,553 $779,321 $319,651
Explore More Nonprofits
Top 100 Nonprofits in Indiana Largest U.S. Nonprofits Best Rated Nonprofits Most Efficient Nonprofits

Compare APPLIED RESEARCH INSTITUTE INC with other nonprofits in Indiana and across the country.