Orcid Inc.

“There were two changes to the governance documents: 1) the bylaws were amended, as well as both the finance committee and the membership & fees charters, stating that there shall be two board members serving on both committees, one of whom will generally be the treasurer. 2) both the bylaws and the nominating committee charter were updated to allow researchers not affiliated with an orcid member to serve on this committee alongside a majority of board members.”

“The organization has three types of membership: basic, premium, and premium consortium.”

“Members have the ability to vote for members of the governing body.”

“The form 990 was prepared by the outside accountants and reviewed by the audit committee. The audit committee recomends approval to the executive director, treasurer, and chair of the board of directors.”

“The organization will provided a completed copy of this form 990 to all members, prior to the return being filed.”

“Board members and director-level employees are required to annually complete a conflict of interest form in which they list organizations in which they or a family member have an involvement and sign that they have been in compliance with the policy. Board members recuse themselves from voting on matters in which they are conflicted and the abstention is noted in board minutes.”

“The organization determines the compensation for the executive director by using comparability data from an online service, as well as a review of position descriptions and salaries for similar positions, with adjustments based on location. The compensation is agreed upon by the board and documented in the board minutes. The most recent compensation review was completed in january 2021.”

“The organization makes its financial statements, governing documents, and conflict of interest policy available to the public upon request.”

“Global contracting: program service expenses 179,031. Management and general expenses 60,640. Fundraising expenses 49,089. Total expenses 288,760. Data center: program service expenses 244,070. Management and general expenses 0. Fundraising expenses 0. Total expenses 244,070. Other professional fees: program service expenses 154,190. Management and general expenses 52,227. Fundraising expenses 42,276. Total expenses 248,693.”

“Orcid has an audit committe which provides oversight, per the bylaws, over the tax return and audit. The audited statements and form 990 get approved by the chair, treasurer, and executive director.”