Civic Intelligence

Smithsonian Institution

990 • Fiscal year 2022 • EIN 53-0206027

Oct 01, 2021 to Sep 30, 2022 • Filed on Aug 09, 2023

1000 Jefferson Drive SWWashington, DC 20560

(202) 633-1000

Siviq Scores

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

Liabilities / Assets

35th percentile

0.22x

Higher debt load relative to assets than 35% of similar nonprofits.

2022 filings • 501(c)3 • $1B+ nonprofits • Source year 2022

Liabilities / Revenue

63rd percentile

0.83x

Higher debt load relative to revenue than 63% of similar nonprofits.

2022 filings • 501(c)3 • $1B+ nonprofits • Source year 2022

Net Margin

75th percentile

20%

Higher net margin than 75% of similar nonprofits.

2022 filings • 501(c)3 • $1B+ nonprofits • Source year 2022

Top Officer Pay

23rd percentile

$825,050

Higher top officer pay than 23% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2022 filings • 501(c)3 • $1B+ nonprofits • Source year 2022

Asset Growth

55th percentile

-1.5%

Faster asset growth than 55% of similar nonprofits.

2022 filings • 501(c)3 • $1B+ nonprofits • Annualized from 2021 to 2022

Revenue Growth

41st percentile

2.8%

Faster revenue growth than 41% of similar nonprofits.

2022 filings • 501(c)3 • $1B+ nonprofits • Annualized from 2021 to 2022

Assets

Down

$6,953,060,016

Down $106,102,870 (-1.5%) from 2021

Net Assets

Down

$5,410,170,954

Down $85,792,205 (-1.6%) from 2021

Liabilities

Down

$1,542,889,062

Down $20,310,665 (-1.3%) from 2021

Revenue

Up

$1,855,983,046

Up $51,219,063 (+2.8%) from 2021

Expenses

Up

$1,487,646,437

Up $71,526,299 (+5.1%) from 2021

Net Income

Down

$368,336,609

Down $20,307,236 (-5.2%) from 2021

Historical Trend

Balance Sheet Trend

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

$8.0B$6.0B$4.0B$2.0B$0Assets 2010: $3,415,561,229Liabilities 2010: $739,927,756Net Assets 2010: $2,675,633,4732010Assets 2011: $3,516,523,060Liabilities 2011: $741,196,747Net Assets 2011: $2,775,326,3132011Assets 2012: $3,795,609,529Liabilities 2012: $756,490,921Net Assets 2012: $3,039,118,6082012Assets 2013: $4,046,308,079Liabilities 2013: $805,065,458Net Assets 2013: $3,241,242,6212013Assets 2014: $4,399,539,233Liabilities 2014: $811,435,593Net Assets 2014: $3,588,103,6402014Assets 2015: $4,516,291,473Liabilities 2015: $877,713,081Net Assets 2015: $3,638,578,3922015Assets 2016: $4,712,932,038Liabilities 2016: $881,992,402Net Assets 2016: $3,830,939,6362016Assets 2017: $4,889,814,961Liabilities 2017: $905,888,891Net Assets 2017: $3,983,926,0702017Assets 2018: $5,149,066,602Liabilities 2018: $988,024,547Net Assets 2018: $4,161,042,0552018Assets 2019: $5,420,805,051Liabilities 2019: $1,086,522,866Net Assets 2019: $4,334,282,1852019Assets 2020: $6,053,364,633Liabilities 2020: $1,416,385,130Net Assets 2020: $4,636,979,5032020Assets 2021: $7,059,162,886Liabilities 2021: $1,563,199,727Net Assets 2021: $5,495,963,1592021Assets 2022: $6,953,060,016Liabilities 2022: $1,542,889,062Net Assets 2022: $5,410,170,9542022Assets 2023: $7,198,888,846Liabilities 2023: $1,509,141,868Net Assets 2023: $5,689,746,9782023Assets 2024: $7,566,256,722Liabilities 2024: $1,432,391,712Net Assets 2024: $6,133,865,0102024

Highlighted filing

2022

Assets$6,953,060,016
Liabilities$1,542,889,062
Net Assets$5,410,170,954

Operations Trend

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

$2.0B$1.5B$1.0B$500M$0Expenses 2010: $1,093,408,4542010Expenses 2011: $1,101,404,2232011Expenses 2012: $1,146,692,7892012Expenses 2013: $1,162,329,8652013Revenue 2014: $1,452,410,465Expenses 2014: $1,173,081,322Net Income 2014: $279,329,1432014Revenue 2015: $1,354,737,828Expenses 2015: $1,220,524,063Net Income 2015: $134,213,7652015Revenue 2016: $1,449,630,382Expenses 2016: $1,307,694,171Net Income 2016: $141,936,2112016Revenue 2017: $1,456,826,975Expenses 2017: $1,374,738,856Net Income 2017: $82,088,1192017Revenue 2018: $1,466,053,226Expenses 2018: $1,390,817,397Net Income 2018: $75,235,8292018Revenue 2019: $1,601,124,226Expenses 2019: $1,418,028,412Net Income 2019: $183,095,8142019Revenue 2020: $1,561,599,985Expenses 2020: $1,394,014,893Net Income 2020: $167,585,0922020Revenue 2021: $1,804,763,983Expenses 2021: $1,416,120,138Net Income 2021: $388,643,8452021Revenue 2022: $1,855,983,046Expenses 2022: $1,487,646,437Net Income 2022: $368,336,6092022Revenue 2023: $1,876,542,577Expenses 2023: $1,601,797,046Net Income 2023: $274,745,5312023Revenue 2024: $1,955,619,953Expenses 2024: $1,679,118,317Net Income 2024: $276,501,6362024

Highlighted filing

2022

Revenue$1,855,983,046
Expenses$1,487,646,437
Net Income$368,336,609
Jump To
Filing Snapshot
Filing Period
Oct 1, 2021 to Sep 30, 2022
Signed
Aug 9, 2023
Return Version
2021v4.2
Gross Receipts
$2,364,258,676
Mission and Program Overview

Mission

"Increase and diffusion of knowledge" is the mission set forth by James Smithson. The Smithsonian endeavors to shape the future by preserving our heritage, discovering new knowledge, and sharing our resources with the world.

"increase and diffusion of knowledge" is the mission set forth by james smithson.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$2,768,299,157$2,836,265,466▲ $67,966,309
Investments Other Securities$2,834,308,164$2,626,748,576▼ $207,559,588
Cash and Non-Interest-Bearing Accounts$844,451,216$845,280,151▲ $828,935
Pledges and Grants Receivable$384,207,924$344,702,780▼ $39,505,144
Savings and Temporary Cash Investments$63,712,426$158,647,491▲ $94,935,065
Intangible Assets$110,422,301$91,375,098▼ $19,047,203
Inventories for Sale or Use$10,864,725$16,504,520▲ $5,639,795
Accounts Receivable$14,015,641$15,383,181▲ $1,367,540
Prepaid Expenses and Deferred Charges$5,422,180$7,863,619▲ $2,441,439
Investments in Publicly Traded Securities$14,017,884$202,975▼ $13,814,909
Total Assets$7,059,162,886$6,953,060,016▼ $106,102,870
Other Assets Total$9,441,268$10,086,159▲ $644,891
Liabilities
Deferred Revenue$730,285,978$744,897,810▲ $14,611,832
Mortgage Notes Payable Secured by Investment Property$419,570,713$383,570,854▼ $35,999,859
Accounts Payable and Accrued Expenses$272,879,396$277,383,954▲ $4,504,558
Tax Exempt Bond Liabilities$92,743,241$90,814,091▼ $1,929,150
Other Liabilities$47,720,399$46,222,353▼ $1,498,046
Total Liabilities$1,563,199,727$1,542,889,062▼ $20,310,665
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,805,038,537$2,986,871,964▲ $181,833,427
Net Assets With Donor Restrictions$2,690,924,622$2,423,298,990▼ $267,625,632
Total Net Assets Fund Balance$5,495,963,159$5,410,170,954▼ $85,792,205
Total Liabilities and Net Assets / Fund Balance$7,059,162,886$6,953,060,016▼ $106,102,870

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,595,263,234$2,455,145,890$5,050,409,124
Equipment$39,558,513$286,614,338$326,172,851
Other Land Buildings$130,222,333$99,393,809$229,616,142
Leasehold Improvements$38,402,930$100,365,233$138,768,163
Land$32,818,456-$32,818,456
Other Securities$563,608--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$2,532,513,197$55,461,423▼ $177,127,991$84,916,966$2,323,063,719
2020$1,937,754,681$50,779,878▲ $626,775,984$79,750,157$2,532,513,197
2019$1,713,248,540$35,816,167▲ $270,503,159$76,885,815$1,937,754,681
2018$1,645,269,208$36,000,996▲ $113,052,434$75,789,588$1,713,248,540
2017$1,502,159,340$52,445,032▲ $167,085,531$72,853,244$1,645,269,208
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Amy ChenChief Investment OfficerFT$343,907$481,143$825,050
Mr Lonnie G Bunch IiiSecretary of the SmithsonianFT$738,754$71,686$810,440
John Davis Thru 82721ProvostFT$499,719$114,791$614,510
Meroe ParkDeputy Secretary & COOFT$513,377$60,619$573,996
Jeffrey SmithManaging Director, OiFT$220,104$285,273$505,377
Melissa ChiuDirector, Hirshhorn Museum & Sculpture GardenFT$406,833$78,476$485,309
Melissa ChiuDirector, Hirshhorn Museum & Sculptu-$406,833$78,476$485,309
Robert SpillerAssistant Secretary for AdvancementFT$386,018$92,026$478,044
Carol LeblancPresident, Smithsonian EnterprisesFT$353,673$114,236$467,909
Chase RobinsonDirector Sackler Gallery/freer GallFT$406,933$56,588$463,521
Kevin GoverActing Under Secretary for Museums & CultureFT$385,761$72,920$458,681
Kevin GoverActing Under Secretary for Museums &-$365,761$92,920$458,681
Kevin YoungDirector Natl Museum of African AmeFT$302,876$153,399$456,275
Ellen StofanDirector, Natl Air and Space MuseumFT$334,146$79,386$413,532
Richard Kurin Thru 93019Sr. Scholar & Ambassador-at-largeFT$323,706$74,105$397,811
Julissa MarencoAsst Sec. for Communications and External AffairsFT$262,439$60,939$323,378
Julissa MarencoAsst Sec. for Communications and Ext-$237,439$85,939$323,378
Judith LeonardGeneral CounselFT$245,381$66,983$312,364
Michael Mccarthy Thru 5521Under Secretary for AdministrationFT$237,697$45,682$283,379
Porter WilkinsonChief of Staff to the RegentsFT$203,911$64,160$268,071
Zully Dorr Thru 093019Deputy Asst Sec. for AdvancementFT$211,591$56,261$267,852
Janice LambertChief Financial OfficerFT$218,050$48,307$266,357
Roger Brissenden Thru 31321Acting Under Sec. for Science & RsrchFT$235,962$27,758$263,720
Roger Brissenden Thru 31321Acting Under Sec. for Science & Rsrc-$194,204$69,516$263,720
Cathy HelmInspector GeneralFT$237,020$24,227$261,247
Deron Burba Thru 93018Chief Information OfficerFT$199,227$57,566$256,793
Douglas HallActing Under Sec. for AdministrationFT$188,526$68,172$256,698
Era Marshall Thru 93018Director of Equal EmploymentFT$191,276$56,551$247,827
John Lapiana Thru 93018Senior AdvisorFT$196,734$39,763$236,497
Nancy BechtolDirector, Smithsonian FacilitiesFT$199,735$29,080$228,815
David Voyles Thru 123121Director of Planning, Mgmt & BudgetFT$189,402$25,807$215,209
Charles Alcock Thru 123120Director, Smithsonian Astrophys ObsvFT$159,286$23,636$182,922
Ronald CortezUnder Sec for AdministrationFT$116,291$168$116,459

Highest Paid Contractors

ContractorServicesLocationCompensation
Clarksmootconsigli A Joint VentureConstruction7500 OLD GEORGETOWN RD, Bethesda, MD 20814$94,129,726
Universal Protection Service LPSecurity1551 N TUSTIN AVE, Santa Ana, CA 92705-8664$15,447,446
Tc Pennsy Drive LLCReal Estate444 MADISON AVENUE 18TH FLOOR, New York, NY 10022-6903$11,975,381
100 Discovery Park De LLCReal Estate116 HUNTINGTON AVE, Boston, MA 02116$5,355,337
Huang-cfm Joint Venture 5601n GeneralConstructionWASHINGTON DRIVE, Alexandria, VA 22312-2403$4,452,145
Revenue and Support

Revenue Composition

Contributions and Grants
$1,440,330,179
Program Service Revenue
$92,495,451
Investment Income
$269,279,800
Other Revenue
$53,877,616
All Other Contributions
$191,318,431
Change in Net Assets
$368,336,609

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
Yes

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded255$61,438,882Market Value
Other Non Cash Contri Table2$2,953Market Value
Total Noncash Contributions257$61,441,835-

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,872,455,510
Revenue Not Reported on Financial Statements
$-16,472,464
Revenue Not Reported on Form 990
$-323,013,896
Other Revenue Adjustments
$-18,936,392
Total Revenue per Audited Statements
$1,549,441,614
Total Revenue per Form 990
$1,855,983,046
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$748,449,680
Other Expenses$719,339,140
Total Fundraising Expense$64,738,115
Grants and Similar Amounts Paid$17,565,171
Professional Fundraising Fees$2,292,446

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$437,405,196$85,377,712$30,666,751$553,449,659
Depreciation Depletion$150,252,233$29,960,205$270,725$180,483,163
Occupancy$144,329,673$17,831,471$1,343,920$163,505,064
Fees for Services Other$122,703,724$10,577,895$11,642,824$144,924,443
Pension Plan Contributions$45,293,085$33,214,938$313,160$78,821,183
Other Employee Benefits$58,460,173$3,319,984$3,294,729$65,074,886
Information Technology$28,453,972$26,585,437$2,483,099$57,522,508
Office Expenses$31,341,624$7,713,464$5,196,423$44,251,511
Payroll Taxes$20,758,899$19,205,162$180,425$40,144,486
Other Expenses$14,845,050$1,373,455$-98,701$16,119,804
Grants to Domestic Individuals$13,632,628--$13,632,628
Travel$9,622,215$356,692$413,667$10,392,574
Current Officers, Directors, Trustees, and Key Employees$3,588,552$4,496,942$521,965$8,607,459
Interest$7,148,912--$7,148,912
Foreign Grants$3,579,156--$3,579,156
Conferences and Meetings$2,690,214$671,010$137,221$3,498,445
Advertising$2,472,636$60,439$713,336$3,246,411
Fees for Service Investment Mgmnt Fees-$2,463,927-$2,463,927
Comp Disqual Persons$263,719$1,820,436$267,852$2,352,007
Fees for Services Professional Fundraising--$2,292,446$2,292,446
Insurance$471,963$1,134,873$36,439$1,643,275
Fees for Services Legal$427,496$86,280$8,200$521,976
Grants to Domestic Orgs$353,387--$353,387
Fees for Services Accounting-$346,662-$346,662
Royalties$233,341--$233,341
All Other Expenses$556,270$-667,665$21,298$-90,097
Total Functional Expenses$1,176,738,017$246,170,305$64,738,115$1,487,646,437

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,635,233,819
Expenses per Audited Statements$1,626,839,155
Total Expenses per Form 990$1,487,646,437
Expenses Not Reported on Form 990$8,394,664
Expenses Not Reported on Financial Statements$-139,192,718
Other Expense Adjustments$-141,656,646
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Harvard College President & FBoston, MA501(c)(3)Academic Appt. Stipends$57,266
Auburn UniversityAuburn, AL501(c)(3)Academic Appt. Stipends$55,000
University of MarylandCollege Park, MD501(c)(3)Academic Appt. Stipends$43,164
Clark Atlanta University IncAtlanta, GA501(c)(3)Academic Appt. Stipends$31,850
Florida A&m UniversityTallahassee, FL501(c)(3)Academic Appt. Stipends$31,850
Texas Southern UniversityHouston, TX501(c)(3)Academic Appt. Stipends$31,850
Tuskegee UniversityTuskegee Institute, AL501(c)(3)Academic Appt. Stipends$23,516
Fisk UniversityNashville, TN501(c)(3)Academic Appt. Stipends$14,500
Salisbury UniversitySalisbury, MD501(c)(3)Academic Appt. Stipends$14,500
Jackson State UniversityJackson, MS501(c)(3)Academic Appt. Stipends$11,650
University of FloridaGainesville, FL501(c)(3)Academic Appt. Stipends$10,931
Millersville UniversityMillersville, PA501(c)(3)Academic Appt. Stipends$10,300
Bethune-cookman University inDaytona Beach, FL501(c)(3)Academic Appt. Stipends$9,710
University of Maryland at CollCollege Park, MD501(c)(3)Academic Appt. Stipends$7,300

International Summary

Offices
0
Employees
0
Spending
$1,268,788,482

International Compliance

Foreign grant records maintained
Yes
Activity in boycott countries
Yes
Foreign corporation ownership
Yes
Foreign partnership interest
Yes
Interest in foreign trust
Yes
Passive foreign investment company interest
Yes
Transfers to foreign corporations
Yes

International Activities

RegionActivityServicesOfficesEmployeesSpending
Central America and the CaribbeanInvestments-00$1,104,144,867
Europe (including Iceland and Greenland)Investments-00$107,697,156
Sub-saharan AfricaInvestments-00$46,392,282
North AmericaInvestments-00$4,286,200
South AmericaAcademic Appointment StipendsTravel, Related to Research, Conferences and Training00$925,736
Europe (including Iceland & Greenland)Program Services-00$915,502
Europe (including Iceland & Greenland)Academic Appointment StipendsTravel, Related to Research, Conferences and Training00$771,974
Central America and the CaribbeanAcademic Appointment StipendsTravel, Related to Research, Conferences and Training00$743,390
East Asia and the PacificProgram Services-00$569,724
East Asia and the PacificAcademic Appointment StipendsTravel, Related to Research, Conferences and Training00$538,793
Sub-saharan AfricaProgram Services-00$494,775
North AmericaProgram Services-00$409,404
North AmericaAcademic Appointment StipendsTravel, Related to Research, Conferences and Training00$374,106
South AmericaProgram Services-00$184,384
Sub-saharan AfricaAcademic Appointment StipendsTravel, Related to Research, Conferences and Training00$173,491
North AmericaProgram Services-00$115,031
Russia and Neighboring StatesAcademic Appointment Stipends-00$51,667
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$2,292,446
Fundraising Direct Expenses$712,279
Fundraising Gross Income$58,785

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Nda Award Dinner$871,759$419,735$182,660$237,075
Hirshhorn Ball$157,525$-35,475$85,579$-121,054
Total Events$1,719,749$58,785$712,279$-653,494
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
-Wife of L. Bunch Secretary of the Smithsonian InstitutionAnnual CompensationNo$164,169
-Former Key EmployeeConsulting ServicesNo$161,359
-Wife of D. Burba Chief Information Officer of the Smithsonian InstitutionAnnual CompensationNo$103,817
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Estimated Remediation Obligation$46,095,572
Accts. Pay-cancelled Approp.$343,536
Other Liabilities$-216,755

Bond Issues

BondIssuerIssuedIssue PricePurpose
AFairfax County Economic Development Authority2003-12-03$77,545,000NEW CONSTRUCTION
BDistrict of Columbia2010-04-29$33,825,749REFUNDING OF 1997 BONDS

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$77,545,000$33,212,755-$530,475
B$33,825,749--$612,994

Bond Financing Compliance

No rebate due
No
Rebate not yet due
No
Form 8038-T filed
No
Gross proceeds invested
No
Gross proceeds invested in GIC
No
Exception to rebate
Yes
Corrective action procedures
Yes
Governance and Compliance

Governance Checklist

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

Governance Explanations

Form 990, Part VI, Section A, Line 1A

The bylaws of the organization delegate authority to the executive committee to act on behalf of the board of regents when the board of regents is not in session. The board of regents elects from its members an executive committee consisting of three members. The executive committee has and may exercise all powers of the board of regents when the board of regents is not in session, except those expressly reserved to itself by the board of regents, provided that all such proceedings are reported to the governance and nominating committee and the board of regents on a regular basis. The chair of the board serves as chair of the executive committee. The vice chair of the board serves as a member of the executive committee.

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

Pursuant to federal statute, the board of regents consists of the vice president of the united states, the chief justice of the united states, three members of the u.s. Senate, three members of the u.s. House of representatives, and nine additional citizen regents. The three senators are appointed by the president pro tempore of the u.s. Senate, and the three members of the house of representatives are appointed by the speaker of the house of representatives. Their appointment terms coincide with the terms for which they are elected, and they may be reappointed if re-elected. The citizen regents are nominated by the board of regents, and appointed by a joint resolution of congress which is signed by the president of the united states.

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

The form 990 return is reviewed by the controller of smithsonian, the office of general counsel, chief operating officer and the secretary of the smithsonian. The return is also reviewed by an independent accounting firm. After this review process, the 990 is made available to the full board for its review and comment. The audit & review committee conducts a final review of the return at a regularly scheduled committee meeting prior to its filing.

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

All officers, key employees, and certain other employees are required to complete and file annually a confidential financial disclosure report. These reports - which require disclosure of certain assets, earned income, liabilities, outside positions, outside contracts and agreements, gifts, hospitality, reimbursements, and other interests related to the employee's smithsonian position - are reviewed by the institution's office of general counsel for compliance with applicable conflict of interest policies and laws. In addition to this required reporting, all key employees are required to comply with the institution's standards of conduct, which, among other things, requires that employees not engage in private or personal activities that might conflict or appear to conflict with smithsonian interests, requires that employees obtain office of general counsel approval before engaging in an outside activity for compensation, and requires employees to consult with the office of general counsel whenever a doubt exists as to whether an activity or planned activity violates the standards. All members of the smithsonian's governing body are required to complete and file annually the board of regents annual disclosure statement. These statements - which require reporting by members (including any reportable interests held by immediate family of members) on outside positions and substantial shareholding in for-profit business entities, outside positions in non-profit entities, and interests and affiliations of the member that have or sought to have a relationship to the smithsonian - are reviewed by the institution's general counsel for compliance with applicable conflict of interest policies and laws. In addition to this required reporting, all members of the smithsonian's governing body are required to comply with the board of regents ethics guidelines, which, among other things, define conflicts of interest and establish procedures for disclosing and reporting of conflicts and recusal from decision-making.

Form 990, Part VI, Section B, Line 15

The smithsonian ensures that compensation paid to officers and other key employees is reasonable and comparable to similar organizations. Employees of the smithsonian may be paid with federally appropriated funds or with nonfederal ("trust") funds. Most trust funded (nonfederal) officer and key employee positions are subject to market-based compensation, and the board of regent's committee on compensation and human resources engages an independent consultant to develop and assemble comparability data for its consideration and to inform its decisions. The committee's annual deliberations and decisions are documented as part of the final recommendation materials submitted to the board of regents. Salaries for federal employees are determined by statutorily established pay ranges for civil service employees. As a matter of policy, the smithsonian has established similar ranges for certain trust funded officer and key employee positions and maintains those ranges in proportion to the appropriate federal pay ranges.

Form 990, Part VI, Section C, Line 19

The smithsonian makes its governing documents, statement of values and code of ethics, and audited financial statements available on its public website (www.si.edu). Documents may also be viewed at the office of finance and accounting or mailed.

Filing and Contact Details

Filer

Filer Name
Smithsonian Institution
EIN
53-0206027
Phone
2026331000
Address
1000 JEFFERSON DRIVE SW, WASHINGTON, DC 20560

Signing Officer

Name
Ronald Cortez
Title
Under Sec for Administration
Phone
2026331000
Signed
2023-08-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lonnie G Bunch Iii
Formed
1846
Voting Board Members
17
Independent Board Members
17
Employees
6,834
Volunteers
70,423

Preparer

Firm
Kpmg Llp
Address
8350 BROAD STREET SUITE 900, MCLEAN, VA 22102
Preparer
Shawn Hutchinson
Phone
7032868000
Supplemental Narrative

Additional Explanations

Form 990, Page 1, Line K

The smithsonian institution is a trust instrumentality of the u.s., created by congress; organized pursuant to 20 u.s.c. Sec. 41 et seq. Form 990, page 1, line m state of legal domicile: as a trust instrumentality of the united states, the smithsonian institution is a federal entity that is not domiciled in any state.

FORM 990, PART III, LINE 4A, PROGRAM SERVICE ACCOMPLISHMENTS:

Education, public programs and exhibitions: after the smithsonian intermittently closed its museums due to the covid-19 pandemic, smithsonian museums and the national zoo returned to a traditional schedule of seven days a week. In conjunction with local and national guidelines, the museums adhered to new health and safety protocols to protect against the spread of covid-19. In response to the ongoing global pandemic, the smithsonian prioritized digital approaches to education, public programs and exhibitions. The smithsonian developed and curated the educational resources students, teachers and caregivers needed to support distance learning. As part of those efforts, the smithsonian provided educational interactives, documents and in-depth lesson plans that aligned with common core and national and state standards. In november 2021, the arts and industries building opened to the public for the first time in nearly two decades with the part-exhibition, part-festival, "futures." on view until july 2022, "futures" was the first and largest exploration of the future on the national mall, welcoming nearly 650,000 visitors. The landmark museum experience produced digital initiatives that invited people of all ages from across the globe to experience a radically imagined future. To engage audiences worldwide, the national museum of african american history and culture (nmaahc) launched the searchable museum in november 2021. The initiative is one of the museum's largest digital undertakings, using emerging technologies and scholarly expertise to bring online exhibitions, virtual symposia and digital programs to audiences across the globe. In june 2022, the national museum of the american latino opened the molina family latino gallery, the first gallery dedicated to the latino experience. Housed at the national museum of american history, the molina family latino gallery gives the public a preview of the american latino museum until the museum opens. The bilingual gallery incorporates universal principles of inclusive design to create an empowering visitor experience for those with varying physical, sensory and cognitive conditions. Its first exhibition, "presente! A latino history of the united states," introduces visitors to key concepts, moments and biographies that illuminate u.s. Latinos' historical and cultural legacies. After a two-year hiatus, the smithsonian folklife festival returned to the national mall with public programs, concerts and events. The festival, which ran in june and july 2022, explored the cultural traditions of the united arab emirates (uae) and the smithsonian's earth optimism program through two weeks of workshops, demonstrations, performances, family activities and discussion sessions highlighting the importance of culture and community in creating a sustainable future. In july 2022, the smithsonian hosted a free, two-day national education summit in washington, d.c. The summit brought together thousands of teachers, museum educators, curriculum specialists, librarians and education agencies from across the nation to discuss key issues in education and explore learning strategies with smithsonian experts and collaborators.

FORM 990, PART III, LINE 4B, PROGRAM SERVICE ACCOMPLISHMENTS:

Research and collections: the smithsonian's collections of nearly 157 million objects (art, artifacts and scientific specimens) are the heart of the institution. Research, public programs and exhibitions are based on these collections, which additionally include more than 33 million digital records of online material. Care of the collections involves the work of registrars, conservators, museum specialists, designers, curators and editors. Approximately 148 million objects and specimens are part of the national museum of natural history collections and are primarily used for research by both smithsonian scientists and researchers from around the world. In some cases, the museum has the definitive, irreplaceable collection of a certain species which is essential for comparative studies. In an effort to significantly increase the number of black, latinx, asian american, lgbtq+, indigenous and women artists represented in the nation's collection, the smithsonian american art museum's renwick gallery acquired more than 200 objects from leading craft artists across the u.s. The acquisitions campaign-which coincided with the renick's 50th anniversary-deepens the history of the studio craft movement and reinforces the relevancy of national collections by collecting contemporary artworks. In june 2022, a whooping crane-one of the most endangered species of cranes in the world-hatched at the smithsonian conservation biology institute (scbi). Through their research at the whooping crane breeding facility, scientists at scbi continue to play a leading role in the smithsonian's global efforts to save wildlife species from extinction and train future generations of conservationists. Researchers at the smithsonian tropical research center discovered that coastal plants and animals can thrive in the open ocean by colonizing plastic pollution. Scientists observed coastal species hundreds of miles out to sea in the north pacific subtropical gyre, commonly known as the "great pacific garbage patch." the discovery shows previously unthinkable ways of adaptability in the open ocean and poses questions about the potentially harmful effects on the existing ocean ecosystems. Astronomers at the center for astrophysics revealed the first image of the supermassive black hole at the heart of the milky way galaxy. This breakthrough provides valuable clues about the workings of such giants, which are thought to reside at the center of most galaxies. It is the second-ever picture captured of a black hole. Scientists at the national museum of natural history discovered a new extinct species of a lizard-like reptile that inhabited jurassic north america about 150 million years ago. The discovery of opisthiamimus gregori helps complete the evolutionary history of new zealand's living tuatara. The research brings scientists closer to understanding an evolutionary chasm between lizards and rhynchocephalians, an order that diverged from lizards at least 230 million years ago.

FORM 990, PART III, LINE 4C, PROGRAM SERVICE ACCOMPLISHMENTS:

Membership: the national associate program is the institution's largest and most basic membership program. The program provides members with smithsonian magazine, which is published 11 times a year. The print and online publication provides in-depth coverage of history, science, nature, art and world cultures. "friends of the smithsonian" is a higher-level membership program for people interested in a deep philanthropic connection to the smithsonian. Friends receive smithsonian magazine, plus they are invited to various events and are given the opportunity to learn about and support the institution's exhibitions and research. The smithsonian associates is a self-supporting membership program which produces informative, enlightening, entertaining, and insightful programs inspired by and going beyond smithsonian research, collections and exhibitions. Programs engage audiences from pre-k to post-retirement who have keen interest in furthering their understanding of the arts and sciences, the past, present, and future of world cultures. The largest museum-based educational program in the world, smithsonian associates annually produces more than 1,000 online and in-person seminars and lectures, multi-part courses, studio arts classes, study tours, concerts and children's programs. Performances at discovery theater and summer camps on the national mall are among the programs that foster the joys of learning for young people. Smithsonian associates has continued to expand its virtual programming to increase engagement with national and international audiences. Notable guests included primatologist frans de waal, actor and writer kal penn, pulitzer-prize winner author geraldine brooks, best-selling author jodi picoult, and chefs j. Kenji lopez-alt, christopher kimball and pati jinich.

Form 990, Part IV, Line 12B

The smithsonian's audited financial statements are included in the united states government's consolidated audited financial statements.

FORM 990, PART XI, LINE 9:

Proceeds from sales of collections -109,682.

Form 990, Part XII, Line 2B

The smithsonian institution is separately audited. The smithsonian institution's audited financial statements are included in the united states government's consolidated audited financial statements.

Financial Statement Notes

PART II, LINE 3:

Smithsonian institution did not modify, transfer, release, extinguish or terminate any conservation easements during the year. Part ii, line 6: the smithsonian environmental research center (serc) is located on 2,650 acres of land on the chesapeake bay in southern maryland spanning forests, wetlands, marshes, and 12 miles of protected shoreline. The site serves as a natural laboratory for long-term and cutting-edge ecological research. The smithsonian has a conservation easement associated with property that is immediately adjacent to serc land owned by the institution. Facilities and security staff visit the area regularly and are thus able to report any unusual activity on the land subject to the easement. The organization does not separately track the hours and expenses associated with monitoring the property related to the easement.

PART II, LINE 9:

The smithsonian institution's conservation easement does not appear in the institution's audited financial statements.

PART III, LINE 1A:

In conformity with the practice generally followed by museums, no value is assigned to the collections in the statement of financial position. Purchases of collection items are recognized as reductions in net assets without donor restriction in the period of acquisition. Proceeds from deaccessions or insurance recoveries for lost or destroyed collection items are recognized as increases in the appropriate net asset class and are designated for future collection acquisitions, care, and maintenance.

PART III, LINE 4:

The acquisition, preservation, management, and study of collections are fundamental to the smithsonian's mission to increase and diffuse knowledge and have been the foundation upon which it rests. Smithsonian collections are a national and global resource accessed each year by millions of visitors and researchers who use traditional methods and cutting-edge technologies to explore subjects from aeronautics to zoology. Through its collections, the smithsonian presents the astonishing record of american and international artistic, historical, cultural, and scientific achievement, with a scope and depth no other institution in the world can match. Smithsonian collections contribute to population recovery of endangered species, advances in reproductive biology, genome resource banking, medical research, forensic analysis, bio-security, and conservation policy worldwide. Assembled over more than 175 years, the collections are central to the core activities and to the vitality and significance of the smithsonian.

PART V, LINE 4:

The endowment includes approximately 700 individual endowment funds. The endowment provides stable financial support for scholarship, research activities, other programs, acquisitions of collections and other institutional activities. It plays a critical role in enabling the institution to achieve its mission - "the increase and diffusion of knowledge." the endowment includes both donor-restricted endowment funds and funds designated by the board of regents to function as endowments. Classification and reporting of net assets associated with the endowment reflect donor-imposed restrictions.

PART X, LINE 2:

Fin 48 (asc 740) footnote the smithsonian recognizes the effect of income tax positions only if those positions are more likely than not of being sustained. The smithsonian does not believe its financial statements include any uncertain tax positions.

PART XI, LINE 2D - OTHER ADJUSTMENTS:

Imputed revenue 122,720,254. Proceeds from sales of collections -109,682.

PART XI, LINE 4B - OTHER ADJUSTMENTS:

Direct fundraising exp -712,279. Direct expenses cogs -18,224,113.

PART XII, LINE 4B - OTHER ADJUSTMENTS:

Direct expenses cogs -18,224,113. Direct fundraising exp -712,279. Imputed revenue -122,720,254.

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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt3750.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt3850.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt3950.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt4050.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt4150.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt4250.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt4350.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt4450.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt4550.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt4650.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt4750.00
IRS990/Form990PartVIISectionAGrp/FormerOfcrDirectorTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/FormerOfcrDirectorTrusteeInd1X
IRS990/Form990PartVIISectionAGrp/FormerOfcrDirectorTrusteeInd2X
IRS990/Form990PartVIISectionAGrp/FormerOfcrDirectorTrusteeInd3X
IRS990/Form990PartVIISectionAGrp/FormerOfcrDirectorTrusteeInd4X
IRS990/Form990PartVIISectionAGrp/FormerOfcrDirectorTrusteeInd5X
IRS990/Form990PartVIISectionAGrp/FormerOfcrDirectorTrusteeInd6X
IRS990/Form990PartVIISectionAGrp/FormerOfcrDirectorTrusteeInd7X
IRS990/Form990PartVIISectionAGrp/FormerOfcrDirectorTrusteeInd8X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd1X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd2X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd3X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd16X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd17X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd18X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd1X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd2X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd3X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd4X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd5X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd6X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd7X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd6X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt180
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1971686
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2051983
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2124227
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2245619
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2333672
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt24168
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2554160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2646288
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2782026
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2879386
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2972920
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30114236
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt3160939
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt3238307
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt3329080
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt3454791
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt3582698
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt3656588
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt3778476
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt3878399
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt3935682
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt4023636
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt4127758
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt4257566
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt4353261
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt4472105
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt4539763
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt4620728
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt4719873
IRS990/Form990PartVIISectionAGrp/PersonNm0HONORABLE JOHN G ROBERTS JR
IRS990/Form990PartVIISectionAGrp/PersonNm1HONORABLE KAMALA D HARRIS
IRS990/Form990PartVIISectionAGrp/PersonNm2HONORABLE JOHN BOOZMAN
IRS990/Form990PartVIISectionAGrp/PersonNm3HONORABLE CATHERINE CORTEZ MASTO
IRS990/Form990PartVIISectionAGrp/PersonNm4HONORABLE DAVID MATSUI
IRS990/Form990PartVIISectionAGrp/PersonNm5HONORABLE ADRIAN SMITH
IRS990/Form990PartVIISectionAGrp/PersonNm6HONORABLE BARBARA M BARRETT
IRS990/Form990PartVIISectionAGrp/PersonNm7MR STEVE CASE
IRS990/Form990PartVIISectionAGrp/PersonNm8MR JOHN FAHEY
IRS990/Form990PartVIISectionAGrp/PersonNm9MR ROGER W FERGUSON JR
IRS990/Form990PartVIISectionAGrp/PersonNm10MR MICHEAL GOVAN
IRS990/Form990PartVIISectionAGrp/PersonNm11DR RISA J LAVIZZO-MOUREY
IRS990/Form990PartVIISectionAGrp/PersonNm12MR MICHAEL M LYNTON
IRS990/Form990PartVIISectionAGrp/PersonNm13MS DENISE M O'LEARY
IRS990/Form990PartVIISectionAGrp/PersonNm14MR FRANKLIN D RAINES
IRS990/Form990PartVIISectionAGrp/PersonNm15MR DAVID M RUBENSTEIN
IRS990/Form990PartVIISectionAGrp/PersonNm16HONORABLE PATRICK J LEAHY
IRS990/Form990PartVIISectionAGrp/PersonNm17HONORABLE LUCILLE ROYBAL-ALLARD
IRS990/Form990PartVIISectionAGrp/PersonNm18MR GARY PETERS
IRS990/Form990PartVIISectionAGrp/PersonNm19MR LONNIE G BUNCH III
IRS990/Form990PartVIISectionAGrp/PersonNm20JUDITH LEONARD
IRS990/Form990PartVIISectionAGrp/PersonNm21CATHY HELM
IRS990/Form990PartVIISectionAGrp/PersonNm22MEROE PARK
IRS990/Form990PartVIISectionAGrp/PersonNm23DOUGLAS HALL
IRS990/Form990PartVIISectionAGrp/PersonNm24RONALD CORTEZ
IRS990/Form990PartVIISectionAGrp/PersonNm25PORTER WILKINSON
IRS990/Form990PartVIISectionAGrp/PersonNm26AMY CHEN
IRS990/Form990PartVIISectionAGrp/PersonNm27ROBERT SPILLER
IRS990/Form990PartVIISectionAGrp/PersonNm28ELLEN STOFAN
IRS990/Form990PartVIISectionAGrp/PersonNm29KEVIN GOVER
IRS990/Form990PartVIISectionAGrp/PersonNm30CAROL LEBLANC
IRS990/Form990PartVIISectionAGrp/PersonNm31JULISSA MARENCO
IRS990/Form990PartVIISectionAGrp/PersonNm32JANICE LAMBERT
IRS990/Form990PartVIISectionAGrp/PersonNm33NANCY BECHTOL
IRS990/Form990PartVIISectionAGrp/PersonNm34JOHN DAVIS THRU 82721
IRS990/Form990PartVIISectionAGrp/PersonNm35JEFFREY SMITH
IRS990/Form990PartVIISectionAGrp/PersonNm36CHASE ROBINSON
IRS990/Form990PartVIISectionAGrp/PersonNm37MELISSA CHIU
IRS990/Form990PartVIISectionAGrp/PersonNm38KEVIN YOUNG
IRS990/Form990PartVIISectionAGrp/PersonNm39MICHAEL MCCARTHY THRU 5521
IRS990/Form990PartVIISectionAGrp/PersonNm40CHARLES ALCOCK THRU 123120
IRS990/Form990PartVIISectionAGrp/PersonNm41ROGER BRISSENDEN THRU 31321
IRS990/Form990PartVIISectionAGrp/PersonNm42DERON BURBA THRU 93018
IRS990/Form990PartVIISectionAGrp/PersonNm43ZULLY DORR THRU 093019
IRS990/Form990PartVIISectionAGrp/PersonNm44RICHARD KURIN THRU 93019
IRS990/Form990PartVIISectionAGrp/PersonNm45JOHN LAPIANA THRU 93018
IRS990/Form990PartVIISectionAGrp/PersonNm46ERA MARSHALL THRU 93018
IRS990/Form990PartVIISectionAGrp/PersonNm47DAVID VOYLES THRU 123121
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$7,566$1,432$6,134$1,956$1,679$277
2023Summary only. Only limited summary data is available for this year.$7,199$1,509$5,690$1,877$1,602$275
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$6,953$1,543$5,410$1,856$1,488$368
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7,059$1,563$5,496$1,805$1,416$389
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6,053$1,416$4,637$1,562$1,394$168
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5,421$1,087$4,334$1,601$1,418$183
2018Summary only. Only limited summary data is available for this year.$5,149$988$4,161$1,466$1,391$75.2
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4,890$906$3,984$1,457$1,375$82.1
2016Detailed filing. Detailed filing data is available for this year.$4,713$882$3,831$1,450$1,308$142
2015Detailed filing. Detailed filing data is available for this year.$4,516$878$3,639$1,355$1,221$134
2014Detailed filing. Detailed filing data is available for this year.$4,400$811$3,588$1,452$1,173$279
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$4,046$805$3,241$1,162
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3,796$756$3,039$1,147
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3,517$741$2,775$1,101
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3,416$740$2,676$1,093
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2022 filings • 501(c)3 • $1B+ nonprofits