Civic Intelligence

Orcid Inc.

990 • Fiscal year 2022 • EIN 27-5142743

Jan 01, 2022 to Dec 31, 2022 • Filed on Oct 17, 2023

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

81st percentile

0.52x

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

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Liabilities / Revenue

74th percentile

0.51x

Higher debt load relative to revenue than 74% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Net Margin

77th percentile

27%

Higher net margin than 77% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Top Officer Pay

88th percentile

$292,201

Higher top officer pay than 88% of similar nonprofits.

Top officer pay equals 4.8% of source-year revenue.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Asset Growth

70th percentile

11%

Faster asset growth than 70% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2021 to 2022

Revenue Growth

75th percentile

27%

Faster revenue growth than 75% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2021 to 2022

Assets

Up

$5,931,906

Up $589,027 (+11%) from 2021

Net Assets

Up

$2,843,491

Up $1,672,222 (+143%) from 2021

Liabilities

Down

$3,088,415

Down $1,083,195 (-26%) from 2021

Revenue

Up

$6,102,191

Up $1,296,988 (+27%) from 2021

Expenses

Up

$4,429,969

Up $360,149 (+8.8%) from 2021

Net Income

Up

$1,672,222

Up $936,839 (+127%) from 2021

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

2022

Assets$5,931,906
Liabilities$3,088,415
Net Assets$2,843,491

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

2022

Revenue$6,102,191
Expenses$4,429,969
Net Income$1,672,222
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Oct 17, 2023
Return Version
2022v5.0
Gross Receipts
$6,102,191
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$4,512,951$5,193,945▲ $680,994
Land, Buildings, and Equipment, Net$484,567$520,311▲ $35,744
Prepaid Expenses and Deferred Charges$168,274$171,010▲ $2,736
Accounts Receivable$177,087$46,640▼ $130,447
Total Assets$5,342,879$5,931,906▲ $589,027
Liabilities
Deferred Revenue$1,698,199$1,632,494▼ $65,705
Unsecured Notes Loans Payable$1,920,000$1,050,000▼ $870,000
Other Liabilities$476,848$279,183▼ $197,665
Accounts Payable and Accrued Expenses$76,563$126,738▲ $50,175
Total Liabilities$4,171,610$3,088,415▼ $1,083,195
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,171,269$2,843,491▲ $1,672,222
Total Net Assets Fund Balance$1,171,269$2,843,491▲ $1,672,222
Total Liabilities and Net Assets / Fund Balance$5,342,879$5,931,906▲ $589,027

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$515,127$3,588,518$4,103,645
Equipment$5,184$32,143$37,327
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Chris ShillumExecutive DirectorFT$244,039$48,162$292,201
Sarah HershbergerDirector of OperationsFT$146,448$20,929$167,377
Will SimpsonDirector of Tech. (foreign EmpFT$124,027$4,917$128,944
Julie PetroDirector of CommunicationFT$109,640$17,068$126,708
Tom DemeranvilleDirector of Prod. (foreign EmpFT$110,886$5,489$116,375
Stephanie HarleySecretaryFT$64,622$14,580$79,202

Board Members and Trustees

NameTitle
LINDA O'BRIENChair
Alison MitchellBoard Member
Calvin JohnsonBoard Member
Clare AppavooBoard Member
Daisy SelematselaBoard Member
Jesse XiaoBoard Member
Katharina RuckstuhlBoard Member
Katherine McneillBoard Member
Lisa Janicke HinchliffeBoard Member
Lori Ann SchultzBoard Member
Michael UllyotBoard Member
Paul GemmillBoard Member
Amal Amin IbrahimResearcher
Yuko HarayamaResearcher
Daniel HookTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
AcesaPeo125 M ESTE DE GLAXO SMITH KLINE, Sabanilla, ONTARIO, Cs$313,220
Payroll Solutions InternationalPeo557 MASSEY RD, Guelph, LEEUWARDEN, Ca$262,253
Holland Employement ExpertsPeoFRANCOIS HAVERSCHMIDTWEI 2, Bc, LISBOA, Nl$184,461
Wfcrm Services LdaPeoRUA VIRGILIO CORREIA 26B, PO$109,341
Revenue and Support

Revenue Composition

Contributions and Grants
$837,571
Program Service Revenue
$5,209,927
Investment Income
$49,567
Other Revenue
$5,126
All Other Contributions
$837,571
Change in Net Assets
$1,672,222

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,102,191
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$6,102,191
Total Revenue per Form 990
$6,102,191
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,643,186
Other Expenses$1,770,815
Total Fundraising Expense$547,068
Grants and Similar Amounts Paid$15,968
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,192,012$359,004$243,477$1,794,493
Fees for Services Other$523,961$51,295$35,636$610,892
Depreciation Depletion$487,330$1,780$1,236$490,346
Payroll Taxes$182,371$66,800$46,406$295,577
Current Officers, Directors, Trustees, and Key Employees$80,262$107,016$80,262$267,540
Other Employee Benefits$118,826$43,525$30,236$192,587
Office Expenses$120,822$40,212$27,436$188,470
Travel$109,060$39,947$27,751$176,758
Other Expenses$60,751$22,252$15,458$98,461
Pension Plan Contributions$57,374$21,016$14,599$92,989
Fees for Services Legal$41,195$15,089$10,482$66,766
Information Technology$53,539--$53,539
Fees for Services Accounting$17,796$6,519$4,528$28,843
Interest-$24,883-$24,883
Insurance$11,454$4,195$2,914$18,563
Foreign Grants$15,968--$15,968
Advertising$6,647-$6,647$13,294
Total Functional Expenses$3,079,368$803,533$547,068$4,429,969

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$4,429,969
Total Expenses per Audited Statements$4,429,969
Total Expenses per Form 990$4,429,969
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

International Summary

Offices
0
Employees
31
Spending
$2,528,639

International Compliance

Foreign grant records maintained
No
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$1,604,161
North AmericaProgram ActivitiesMembership Support/ Administration/technology05$381,099
Central America & the CaribbeanProgram ActivitiesTechnology03$307,087
East Asia & the PacificProgram ActivitiesMembership Support02$128,574
Sub-saharan AfricaProgram ActivitiesMembership Support02$91,658
Middle East & North AfricaProgram ActivitiesMembership Support00$5,377
Russia & Neighboring StatesProgram ActivitiesMembership Support00$4,393
South AsiaProgram ActivitiesMembership Support00$3,235
South AmericaProgram ActivitiesMembership Support00$3,055
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$279,183
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 of the governing body, 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 november 2022.

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
Clare Appavoo
Title
Treasurer
Phone
3013639090
Signed
2023-10-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Christian Shillum
Formed
2010
Legal Domicile
De
Voting Board Members
15
Independent Board Members
15
Employees
10
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 50,595. Management and general expenses 18,532. Fundraising expenses 12,876. Total expenses 82,003. Data center: program service expenses 383,920. Management and general expenses 0. Fundraising expenses 0. Total expenses 383,920. Other professional fees: program service expenses 89,446. Management and general expenses 32,763. Fundraising expenses 22,760. Total expenses 144,969.

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, 2022. Fiscal years ending on or after december 31, 2019, remain subject to examination by federal and state authorities.

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