Civic Intelligence

Orcid Inc.

990 • Fiscal year 2021 • EIN 27-5142743

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 14, 2022

10411 Motor City Drive 750Bethesda, MD 20817

(301) 363-9090

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

88th percentile

0.78x

Higher debt load relative to assets than 88% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

81st percentile

0.87x

Higher debt load relative to revenue than 81% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Net Margin

55th percentile

15%

Higher net margin than 55% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Top Officer Pay

85th percentile

$256,146

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 5.3% of source-year revenue.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Asset Growth

42nd percentile

6.4%

Faster asset growth than 42% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Revenue Growth

34th percentile

1.8%

Faster revenue growth than 34% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Assets

Up

$5,342,879

Up $321,920 (+6.4%) from 2020

Net Assets

Up

$1,171,269

Up $735,383 (+169%) from 2020

Liabilities

Down

$4,171,610

Down $413,463 (-9.0%) from 2020

Revenue

Up

$4,805,203

Up $84,810 (+1.8%) from 2020

Expenses

Up

$4,069,820

Up $80,527 (+2.0%) from 2020

Net Income

Up

$735,383

Up $4,283 (+0.6%) from 2020

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$10M$5.0M$0-$5.0MAssets 2012: $1,613,271Liabilities 2012: $1,678,802Net Assets 2012: -$65,5312012Assets 2013: $2,089,328Liabilities 2013: $3,151,283Net Assets 2013: -$1,061,9552013Assets 2014: $1,424,334Liabilities 2014: $2,903,577Net Assets 2014: -$1,479,2432014Assets 2015: $3,253,611Liabilities 2015: $3,273,183Net Assets 2015: -$19,5722015Assets 2016: $4,185,376Liabilities 2016: $3,365,375Net Assets 2016: $820,0012016Assets 2017: $3,633,127Liabilities 2017: $3,699,035Net Assets 2017: -$65,9082017Assets 2018: $3,588,970Liabilities 2018: $4,067,524Net Assets 2018: -$478,5542018Assets 2019: $3,848,602Liabilities 2019: $4,143,816Net Assets 2019: -$295,2142019Assets 2020: $5,020,959Liabilities 2020: $4,585,073Net Assets 2020: $435,8862020Assets 2021: $5,342,879Liabilities 2021: $4,171,610Net Assets 2021: $1,171,2692021Assets 2022: $5,931,906Liabilities 2022: $3,088,415Net Assets 2022: $2,843,4912022Assets 2023: $6,044,436Liabilities 2023: $2,606,836Net Assets 2023: $3,437,6002023Assets 2024: $6,880,647Liabilities 2024: $2,490,256Net Assets 2024: $4,390,3912024

Highlighted filing

2021

Assets$5,342,879
Liabilities$4,171,610
Net Assets$1,171,269

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$8.0M$6.0M$4.0M$2.0M$0-$2.0MExpenses 2012: $632,1572012Revenue 2013: $509,251Expenses 2013: $1,505,675Net Income 2013: -$996,4242013Revenue 2014: $1,119,278Expenses 2014: $1,536,566Net Income 2014: -$417,2882014Revenue 2015: $4,536,445Expenses 2015: $3,076,774Net Income 2015: $1,459,6712015Revenue 2016: $4,201,686Expenses 2016: $3,305,793Net Income 2016: $895,8932016Revenue 2017: $3,023,297Expenses 2017: $3,909,207Net Income 2017: -$885,9102017Revenue 2018: $3,581,407Expenses 2018: $3,994,053Net Income 2018: -$412,6462018Revenue 2019: $4,099,155Expenses 2019: $3,915,815Net Income 2019: $183,3402019Revenue 2020: $4,720,393Expenses 2020: $3,989,293Net Income 2020: $731,1002020Revenue 2021: $4,805,203Expenses 2021: $4,069,820Net Income 2021: $735,3832021Revenue 2022: $6,102,191Expenses 2022: $4,429,969Net Income 2022: $1,672,2222022Revenue 2023: $5,700,522Expenses 2023: $5,145,073Net Income 2023: $555,4492023Revenue 2024: $6,811,163Expenses 2024: $5,803,116Net Income 2024: $1,008,0472024

Highlighted filing

2021

Revenue$4,805,203
Expenses$4,069,820
Net Income$735,383
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 14, 2022
Return Version
2021v4.2
Gross Receipts
$4,807,692
Mission and Program Overview

Mission

Orcid provides an identifier for individuals to use with their name asthey engage in research, scholarship, and innovation activities. Weprovide open tools that enable transparent and trustworthy connectionsbetween researchers, their contributions, and affiliations. We provide this service to help people find information and to simplify reportingand analysis.

SEE PART III, LINE 1

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$4,360,223$4,512,951▲ $152,728
Land, Buildings, and Equipment, Net$425,923$484,567▲ $58,644
Accounts Receivable$116,791$177,087▲ $60,296
Prepaid Expenses and Deferred Charges$118,022$168,274▲ $50,252
Total Assets$5,020,959$5,342,879▲ $321,920
Liabilities
Unsecured Notes Loans Payable$2,100,000$1,920,000▼ $180,000
Deferred Revenue$1,838,985$1,698,199▼ $140,786
Other Liabilities$476,121$476,848▲ $727
Accounts Payable and Accrued Expenses$169,967$76,563▼ $93,404
Total Liabilities$4,585,073$4,171,610▼ $413,463
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$435,886$1,171,269▲ $735,383
Total Net Assets Fund Balance$435,886$1,171,269▲ $735,383
Total Liabilities and Net Assets / Fund Balance$5,020,959$5,342,879▲ $321,920

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$471,508$3,106,048$3,577,556
Equipment$13,059$28,256$41,315
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Chris ShillumExecutive DirectorFT$233,509$22,637$256,146
Sarah HershbergerDirector of OperationsFT$127,648$18,833$146,481
Will SimpsonDirector of Tech. (foreign Employee-uk)FT$131,857$5,226$137,083
Tom DemeranvilleDirector of Prod. (foreign Employee-uk)FT$117,890$5,834$123,724
George NashTech Lead (foreign Employee-uk)FT$100,604-$100,604
Stephanie HarleySecretaryFT$76,583$11,258$87,841

Board Members and Trustees

NameTitle
LINDA O'BRIENChair
Alison MitchellBoard Member
Calvin JohnsonBoard Member
Clare AppavooBoard Member
Daisy SelematselaBoard Member
Katharina RuckstuhlBoard Member
Lisa Janicke HinchliffeBoard Member
Paul GemmillBoard Member
Robert KileyBoard Member
Veronique KiermerBoard Member
Yuko HarayamaResearcher
Daniel HookTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Payroll Solutions InternationalPeo557 MASSEY RD, Guelph, ONTARIO, Ca$274,677
AcesaPeo125 M ESTE DE GLAXO SMITH KLINE, Sabanilla, LEEUWARDEN, Cs$251,903
Holland Employement ExpertsPeoFRANCOIS HAVERSCHMIDTWEI 2, Bc, LISBOA, Nl$209,988
Wfcrm Services LdaPeoRUA VIRGILIO CORREIA 26B, PO$131,886
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$4,785,813
Investment Income
$20,618
Other Revenue
$-1,228
Change in Net Assets
$735,383

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,805,203
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$4,805,203
Total Revenue per Form 990
$4,805,203
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,529,413
Other Expenses$1,540,407
Total Fundraising Expense$456,957
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,245,949$305,386$209,099$1,760,434
Fees for Services Other$474,458$54,453$38,117$567,028
Depreciation Depletion$435,151$1,823$1,397$438,371
Payroll Taxes$186,261$56,443$39,510$282,214
Current Officers, Directors, Trustees, and Key Employees$70,053$93,403$70,053$233,509
Other Employee Benefits$109,314$33,125$23,188$165,627
Office Expenses$102,014$34,524$21,641$158,179
Fees for Services Legal$70,825$21,462$15,023$107,310
Other Expenses$66,511$20,155$14,108$100,774
Pension Plan Contributions$57,835$17,526$12,268$87,629
Interest-$55,607-$55,607
Information Technology$50,459--$50,459
Fees for Services Accounting$16,477$4,993$3,495$24,965
Insurance$9,353$2,834$1,984$14,171
Conferences and Meetings$7,116$2,156$1,509$10,781
Advertising$5,247-$5,247$10,494
Travel$1,496$454$318$2,268
Total Functional Expenses$2,908,519$704,344$456,957$4,069,820

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$4,069,820
Total Expenses per Audited Statements$4,069,820
Total Expenses per Form 990$4,069,820
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

International Summary

Offices
0
Employees
31
Spending
$2,522,967

International Compliance

Activity in boycott countries
Yes
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
EuropeProgram ActivitiesMembership Support & Technology019$1,637,289
North AmericaProgram ActivitiesMembership Support/ Administration/technology05$352,386
Central America & the CaribbeanProgram ActivitiesTechnology02$214,706
East Asia & the PacificProgram ActivitiesMembership Support03$188,978
South AmericaProgram ActivitiesMembership Support01$55,561
Sub-saharan AfricaProgram ActivitiesMembership Support01$54,223
Middle East & North AfricaProgram ActivitiesMembership Support00$14,053
South AsiaProgram ActivitiesMembership Support00$3,071
Russia & Neighboring StatesProgram ActivitiesMembership Support00$2,700
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Accrued Interest$476,848
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

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

Form 990, Part VI, Section A, Line 7A

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

Form 990, Part VI, Section B, Line 11B

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

Form 990, Part VI, Section B, Line 11B

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

Form 990, Part VI, Section B, Line 12C

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.

Form 990, Part VI, Section B, Line 15A

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.

Form 990, Part VI, Section C, Line 19

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

Filing and Contact Details

Filer

Filer Name
Orcid Inc
EIN
27-5142743
Phone
3013639090
Address
10411 MOTOR CITY DRIVE 750, BETHESDA, MD 20817

Signing Officer

Name
Daniel Hook
Title
Treasurer
Phone
3013639090
Signed
2022-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Christian Shillum
Formed
2010
Legal Domicile
De
Voting Board Members
12
Independent Board Members
12
Employees
9
Volunteers
0

Preparer

Firm
Beth Moore & Associates Cpas
Address
PO BOX 120547, NEWPORT NEWS, VA 23612
Preparer
Lisa Candella CPA
Phone
7572241174
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Global contracting: program service expenses 113,817. Management and general expenses 34,490. Fundraising expenses 24,143. Total expenses 172,450. Data center: program service expenses 294,763. Management and general expenses 0. Fundraising expenses 0. Total expenses 294,763. Other professional fees: program service expenses 65,878. Management and general expenses 19,963. Fundraising expenses 13,974. Total expenses 99,815.

FORM 990, PART XII, LINE 2C:

Process has not changed from the prior year

Financial Statement Notes

PART X, LINE 2:

The organization has been recognized by the internal revenue service as exempt from federal income taxes under section 501(c)(3) of the u.s. Internal revenue code. The organization does not have any unrelated business taxable income and management believes it has support for any tax positions taken, and as such does not have any uncertain tax positions that are material to the financial statements. Management has determined the organization does not have any material unrecognized tax benefits or obligations as of december 31, 2021. Fiscal years ending on or after december 31, 2018, remain subject to examination by federal and state authorities.

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