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CITEC INC

POTSDAM, NY · EIN 133673737 · Form 990 · FY2025 · NTEE B99Z · Education · Small ($100K-$1M) · citec.org
revenue
$898K
expenses
$899K
net assets
$1.5M
employees
6
volunteers
13
program ratio
81%
mission · from form 990

PROVIDING ASSISTANCE TO THE DEVELOPMENT AND GROWTH OF TECHNOLOGY BASED BUSINESSES THROUGH INTERNATIONAL TRADE, EDUCATIONAL RESOURCES, AND COMMUNICATION.

profile · synthesized from sources

CITEC Consulting Group, formerly CITEC Inc, is a nonprofit organization based in Potsdam, NY that supports technology-based businesses, particularly manufacturers in the North Country region. It provides operational consulting, workforce development, and training in Lean principles, quality systems, and technology adoption. The organization evolved from programs at SUNY Potsdam and is part of the Manufacturing Extension Partnership National Network.

named programs · 6 · from sources

What they call their work

ISO and AS9100 Training
Consulting and training to help manufacturers strengthen quality systems and achieve certification
Lean 101
Four-hour introductory training on Lean principles to help organizations eliminate waste and improve processes
Management Development Essentials
Program focused on reducing turnover and strengthening employee engagement through leadership development
No-Cost Supply Chain Assessment
Assessment service for manufacturers to identify and mitigate supply chain risks, offered in partnership with New York State
Temporary Expert Employees
Service providing temporary staffing in quality, engineering, and operations for manufacturers
Workforce Readiness Program
Program addressing workforce readiness gaps for entry-level manufacturing employees
activities · 4 groups

What they do

  • Regional Economic Development Initiatives 2 activities
    • Strengthening manufacturer competitiveness through resource and expertise connections
      Connects North Country manufacturers with external expertise, resources, and support networks to enhance operational strength and long-term competitiveness.
    • Supporting technology-based businesses through international trade and educational resources
      Provides assistance to technology-based businesses in northern New York through international trade support, educational resources, and communication, building on decades of regional business support since the early 1980s.
  • Community Festival & Event Production 1 activity
    • Organizing regional Manufacturing and Safety Day events
      Hosts annual Manufacturing Day and Safety Day events to engage high school students and professionals through facility tours and safety training, with recent events drawing approximately 80 attendees.
  • Leadership Development Programs 1 activity
    • Providing workforce development, leadership, and Lean/operational excellence training and consulting
      Delivers training programs and consulting services in workforce development, leadership, Lean methodologies, and operational excellence to employers and organizations in New York's North Country region, including structured multi-week programs and short-format trainings like Lean 101.
  • Uncategorized 6 activities
    • Building organizational capacity through Lean training and waste reduction initiatives
      Trains thousands of employees across dozens of North Country companies in Lean principles and operational improvement tools, including public and on-site Lean 101 sessions and hands-on “waste hunt” activities that generate rapid improvement projects in efficiency, productivity, and quality.
    • Conducting Lean Kaizen events and Rapid Improvement Sprints
      Runs three- to five-day Kaizen events or Rapid Improvement Sprints to identify and implement process improvements in production, service, and office environments.
    • Delivering HR consulting and compliance services
      Provides HR consulting services including training, documentation, labor law compliance, employee management, and strategic HR planning for organizations in the North Country region.
    • Delivering supply chain assessments and risk mitigation support
      Provides no-cost supply chain assessments with expert consultants and facilitates access to funding for supply chain risk mitigation for manufacturers in the North Country region.
    • Facilitating strategic planning and business development consulting
      Offers strategic planning facilitation and consulting services to help businesses define vision, allocate resources, and achieve goals, along with market research, lead generation, marketing plans, brand development, and revenue analysis to support new business opportunities.
    • Providing temporary staffing and project management for manufacturers
      Supplies temporary staffing in quality, engineering, and operations roles and manages short- to medium-term projects for manufacturers lacking on-site expertise.
financials · form 990 · fy2025
revenue
Total revenue$898K
Contributions & grants$575K64%
Program service revenue$298K33%
Investment income$25K3%
Other revenue$0
expenses
Total expenses$899K
Program expenses81%
Admin / overhead19%
Fundraising0%
Salaries & benefits$718K
Grants paid out$15K
Largest expense lineCompensation
balance sheet
Total assets$1.55M
Cash$1.35M
Investments$0
Liabilities$40K
Net assets$1.51M
Liquid reserves18.1 mo
6 years on record · 2020–2025 · YoY revenue -17.4%
leadership · form 990 part vii · fy2025

Who runs it

paid leadership · 3
NameTitleHours/wkCompensation
STEVEN LOCKWOOD EXECUTIVE DIRECTOR 40 $195K
SHARON VAN AUKEN BUSINESS ADVISOR 40 $131K
MILAGRO PETERS ACCOUNTING OFFICER 40 $130K
board members · 11
  • ANDREW MCMAHON — VICE PRESIDENT
  • DANIEL VOTRAW — SECRETARY/TREASURER
  • EOWYN DOUD — TRUSTEE
  • GEORGE BOUYEA — PRESIDENT
  • JOHN CHATTERTON — TRUSTEE
  • MANNA DOYLE — TRUSTEE
  • MICHAEL BUSSE — TRUSTEE
  • RONALD BACON — TRUSTEE
  • SCOTT MCNULTY — TRUSTEE
  • STEPHEN HUNT — TRUSTEE
  • WAYNE WHITE — TRUSTEE
relationships · 14

Who they work with

  • Alcoa Foundation Funder — Provides funding support for workforce development and professional training programs.
  • Manufacturing Extension Partnership Network — Member of the nationwide MEP network, which provides access to specialized programs, grants, and expertise for small and medium manufacturers.
  • Manufacturing Extension Partnership National Network Network — Member of the MEP National Network, collaborating on manufacturing support initiatives.
  • New York MEP system Network — Part of the state-level MEP system that connects regional centers to support manufacturers across New York.
  • Plattco Partner — Longstanding client and partner organization, with CITEC supporting multiple departments and helping connect them to external resources.
  • Plattco Corporation Partner — Longstanding client and partner organization that has worked with CITEC across multiple departments and challenges.
  • Powertex Partner — Client organization that participated in Lean 101 training and implemented resulting improvements.
  • Press Republican Partner — Published an op-ed by CITEC's Executive Director Steve Lockwood
  • SUNY Partner — Collaborated with SUNY partners since the early 1980s to support technology-based businesses and manufacturers in northern New York.
  • Sharon Van Auken Partner — Primary Human Resources consultant for CITEC with SPHR certification and extensive HR leadership experience.
  • Steve Lockwood Partner — Contact person for delivering Lean 101 training at company facilities.
  • Steve Lockwood Partner — Primary contact for consulting services related to growth and strategic planning.
  • Steve Lockwood Partner — Primary contact for initiating Kaizen Event/Rapid Improvement Sprint services.
  • TDO Partner — Collaborates with TDO to deliver ISO 9001, AS9100, and internal auditor training to manufacturers.
strategies · 4

How they approach the work

Named approaches extracted from this org’s sources. Where others share an approach, follow it to see the full set of orgs running it.

  • Lean and Continuous Improvement Methodology
    methodology: lean_continuous_improvement
    By applying Lean principles and continuous improvement practices such as Kaizen events, standardized work, and practical quality management, CITEC helps manufacturers streamline operations, reduce waste, and improve quality and employee engagement because frontline involvement and iterative refinement lead to sustainable operational gains.
  • Networked Expertise Model
    methodology: local_national_network_hybrid
    By combining a lean local team with access to a national network of specialists, CITEC delivers comprehensive, tailored support to regional employers because hybrid local-national structures increase responsiveness while maintaining depth of expertise.
  • Strategic Alignment Through Integrated Consulting
    methodology: strategic-alignment-consulting
    By integrating market research, branding, financial analysis, and lead generation into a unified consulting approach, CITEC helps businesses align operations with strategic goals because cohesive planning across functions leads to more effective growth and investment outcomes.
  • Worker-Led Operational Improvement
    methodology: worker_led_improvement
    By empowering frontline workers to lead process improvements, CITEC increases engagement and effectiveness because those performing the work have the most accurate understanding of inefficiencies and practical solutions.