Civic Intelligence

Smithsonian Institution

990 • Fiscal year 2023 • EIN 53-0206027

Oct 01, 2022 to Sep 30, 2023 • Filed on Aug 14, 2024

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

0.21x

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

2023 filings • 501(c)3 • $1B+ nonprofits • Source year 2023

Liabilities / Revenue

61st percentile

0.80x

Higher debt load relative to revenue than 61% of similar nonprofits.

2023 filings • 501(c)3 • $1B+ nonprofits • Source year 2023

Net Margin

78th percentile

15%

Higher net margin than 78% of similar nonprofits.

2023 filings • 501(c)3 • $1B+ nonprofits • Source year 2023

Top Officer Pay

32nd percentile

$1,157,312

Higher top officer pay than 32% of similar nonprofits.

Top officer pay equals 0.1% of source-year revenue.

2023 filings • 501(c)3 • $1B+ nonprofits • Source year 2023

Asset Growth

42nd percentile

3.5%

Faster asset growth than 42% of similar nonprofits.

2023 filings • 501(c)3 • $1B+ nonprofits • Annualized from 2022 to 2023

Revenue Growth

40th percentile

1.1%

Faster revenue growth than 40% of similar nonprofits.

2023 filings • 501(c)3 • $1B+ nonprofits • Annualized from 2022 to 2023

Assets

Flat

$7,198,888,846

Flat from 2023

Net Assets

Flat

$5,689,746,978

Flat from 2023

Liabilities

Flat

$1,509,141,868

Flat from 2023

Revenue

Flat

$1,876,542,577

Flat from 2023

Expenses

Flat

$1,601,797,046

Flat from 2023

Net Income

Flat

$274,745,531

Flat from 2023

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 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

2023

Assets$7,198,888,846
Liabilities$1,509,141,868
Net Assets$5,689,746,978

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 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

2023

Revenue$1,876,542,577
Expenses$1,601,797,046
Net Income$274,745,531
Jump To
Filing Snapshot
Filing Period
Oct 1, 2022 to Sep 30, 2023
Signed
Aug 14, 2024
Return Version
2022v5.0
Gross Receipts
$2,543,602,913
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$2,836,265,466$2,962,397,098▲ $126,131,632
Investments Other Securities$2,626,748,576$2,607,781,410▼ $18,967,166
Cash and Non-Interest-Bearing Accounts$845,280,151$861,134,110▲ $15,853,959
Savings and Temporary Cash Investments$158,647,491$353,902,694▲ $195,255,203
Pledges and Grants Receivable$344,702,780$290,649,838▼ $54,052,942
Intangible Assets$91,375,098$70,336,620▼ $21,038,478
Inventories for Sale or Use$16,504,520$15,619,432▼ $885,088
Accounts Receivable$15,383,181$15,291,418▼ $91,763
Prepaid Expenses and Deferred Charges$7,863,619$8,701,099▲ $837,480
Investments in Publicly Traded Securities$202,975$1,426,646▲ $1,223,671
Total Assets$6,953,060,016$7,198,888,846▲ $245,828,830
Other Assets Total$10,086,159$11,648,481▲ $1,562,322
Liabilities
Deferred Revenue$744,897,810$750,396,555▲ $5,498,745
Mortgage Notes Payable Secured by Investment Property$383,570,854$344,446,027▼ $39,124,827
Accounts Payable and Accrued Expenses$277,383,954$270,834,736▼ $6,549,218
Tax Exempt Bond Liabilities$90,814,091$88,810,231▼ $2,003,860
Other Liabilities$46,222,353$54,654,319▲ $8,431,966
Total Liabilities$1,542,889,062$1,509,141,868▼ $33,747,194
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,986,871,964$3,066,495,491▲ $79,623,527
Net Assets With Donor Restrictions$2,423,298,990$2,623,251,487▲ $199,952,497
Total Net Assets Fund Balance$5,410,170,954$5,689,746,978▲ $279,576,024
Total Liabilities and Net Assets / Fund Balance$6,953,060,016$7,198,888,846▲ $245,828,830

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,722,067,291$2,609,742,559$5,331,809,850
Equipment$36,399,263$292,446,791$328,846,054
Other Land Buildings$140,969,747$118,229,032$259,198,779
Leasehold Improvements$30,142,341$108,815,810$138,958,151
Land$32,818,456-$32,818,456
Other Securities$950,276--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2022$2,323,063,719$168,176,189▲ $33,071,913$97,227,935$2,424,110,346
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
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Amy ChenChief Investment OfficerFT$431,578$725,734$1,157,312
Mr Lonnie G Bunch IiiSecretary of the SmithsonianFT$827,727$102,043$929,770
Jeffrey SmithInvestment OfficerFT$267,171$490,835$758,006
Ryan DotsonInvestment OfficerFT$240,992$444,369$685,361
Michael GiovencoInvestment OfficerFT$253,671$419,814$673,485
Meroe ParkDeputy Secretary & COOFT$563,963$63,094$627,057
Melissa ChiuDir, Hirshhorn Museum & Sculpture GardenFT$435,857$79,902$515,759
Melissa ChiuDir, Hirshhorn Museum & Sculpture Ga-$431,762$83,997$515,759
Robert SpillerAssistant Secretary for AdvancementFT$415,557$94,519$510,076
Joshua TewksburyDirector, StriFT$324,648$185,136$509,784
Kevin GoverUnder Sec for History & CultureFT$411,943$80,888$492,831
Ellen StofanUnder Sec for Science & ResearchFT$414,952$74,365$489,317
Ronald CortezUnder Sec for Fin/admin & CFOFT$414,114$73,286$487,400
Richard Kurin Thru 93019Fmr, Act Under Sec Museums & Research/provostFT$365,033$68,429$433,462
Richard Kurin Thru 93019Fmr, Act Under Sec Museums & Researc-$344,574$88,888$433,462
Carol LeblancPresident, Smithsonian EnterprisesFT$387,874$44,500$432,374
Julissa MarencoAsst Sec. for Comm/ext Affairs & CMOFT$262,737$74,999$337,736
Judith LeonardGeneral CounselFT$270,740$66,583$337,323
Roger Brissenden Thru 31321Fmr, Acting Under Sec. for Sci & RschFT$299,111$2,618$301,729
Roger Brissenden Thru 31321Fmr, Acting Under Sec. for Sci & Rsc-$282,111$19,618$301,729
Janice LambertChief Financial OfficerFT$243,250$44,218$287,468
Zully Dorr Thru 093019Fmr, Acting Asst Sec. for AdvancementFT$231,070$55,660$286,730
Zully Dorr Thru 093019Fmr, Acting Asst Sec. for Advancemen-$228,070$58,660$286,730
Porter WilkinsonChief of Staff to the RegentsFT$241,122$45,200$286,322
Deron BurbaFmr, Chief Information OfficerFT$214,269$65,404$279,673
Era Marshall Thru 93018Fmr, Director of Equal Employment & Minority AffairsFT$241,693$21,154$262,847
Era Marshall Thru 93018Fmr, Director of Equal Employment & Minor-$195,319$67,528$262,847
Cathy HelmInspector GeneralFT$233,481$24,631$258,112
John Lapiana Thru 93018Fmr, Acting Asst Sec. for Comm/ext AffairsFT$213,882$40,566$254,448
John Lapiana Thru 93018Fmr, Acting Asst Sec. for Comm/ext a-$210,577$43,871$254,448
Nancy BechtolDirector, Smithsonian FacilitiesFT$210,562$34,450$245,012
Farleigh EarhartGeneral Counsel (acting)FT$199,443$34,413$233,856
Douglas HallFmr, Acting Under Sec. for AdministrationFT$197,469$34,432$231,901
Douglas HallFmr, Acting Under Sec. for Administr-$192,469$39,432$231,901
Joan MockeridgeInspector General (acting)FT$187,538$44,296$231,834
Charles Alcock Thru 123120Fmr Dir, Harvard-smithsonian Center AstrophysFT$176,004$22,269$198,273
Charles Alcock Thru 123120Fmr Dir, Harvard-smithsonian Center-$169,517$28,756$198,273

Highest Paid Contractors

ContractorServicesLocationCompensation
Clarksmootconsigli A Joint VentureConstruction7500 OLD GEORGETOWN RD, Bethesda, MD 20814$98,893,155
Universal Protection Service LPSecurity1551 N TUSTIN AVE, Santa Ana, CA 92705-8664$20,885,621
Tc Pennsy Drive LLCReal Estate444 MADISON AVENUE 18TH FLOOR, New York, NY 10022-6903$7,904,344
Dell Marketing LPMarketing1 DELL WAY, Round Rock, TX 78682$5,608,467
100 Discovery Park De LLCReal Estate116 HUNTINGTON AVE, Boston, MA 02116$4,652,746
Revenue and Support

Revenue Composition

Contributions and Grants
$1,639,379,712
Program Service Revenue
$110,685,734
Investment Income
$59,876,906
Other Revenue
$66,600,225
All Other Contributions
$269,558,433
Change in Net Assets
$274,745,531

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 Traded294$79,266,303Market Value
Other Non Cash Contri Table1$240,000Market Value
Total Noncash Contributions295$79,506,303-

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,902,601,893
Revenue Not Reported on Financial Statements
$-26,059,316
Revenue Not Reported on Form 990
$68,320,043
Other Revenue Adjustments
$-30,574,471
Total Revenue per Audited Statements
$1,970,921,936
Total Revenue per Form 990
$1,876,542,577
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$799,079,583
Other Expenses$784,197,474
Total Fundraising Expense$76,652,662
Grants and Similar Amounts Paid$16,736,496
Professional Fundraising Fees$1,783,493

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$457,395,022$99,716,339$32,853,265$589,964,626
Fees for Services Other$191,689,809$38,576,795$17,284,467$247,551,071
Depreciation Depletion$158,556,653$38,043,352$413,729$197,013,734
Other Employee Benefits$70,827,354$20,801,809$8,175,313$99,804,476
Occupancy$85,662,436$8,129,990$1,231,293$95,023,719
Information Technology$30,420,901$32,094,936$1,271,094$63,786,931
Pension Plan Contributions$36,483,309$26,841,824$44,129$63,369,262
Office Expenses$31,822,962$8,833,598$5,272,485$45,929,045
Payroll Taxes$16,929,679$16,406,171$31,653$33,367,503
Travel$13,833,073$643,123$1,047,244$15,523,440
Grants to Domestic Individuals$13,238,423--$13,238,423
Current Officers, Directors, Trustees, and Key Employees$2,440,065$7,536,052$510,076$10,486,193
Interest$841,657$7,767,972$216,724$8,826,353
Conferences and Meetings$3,987,173$887,724$155,633$5,030,530
Fees for Service Investment Mgmnt Fees-$4,515,155-$4,515,155
Advertising$2,718,937$40,927$897,787$3,657,651
Foreign Grants$2,880,420--$2,880,420
Insurance$838,085$1,280,480$3,149$2,121,714
Comp Disqual Persons$771,924$1,028,869$286,730$2,087,523
Fees for Services Professional Fundraising--$1,783,493$1,783,493
Fees for Services Accounting-$869,408-$869,408
Royalties$260,093$552$564,600$825,245
Grants to Domestic Orgs$617,653--$617,653
Other Expenses$8,363,607$599,262$126,508$599,262
Fees for Services Legal$266,385$81,321$18,212$365,918
All Other Expenses$-11,217,547$-1,242,937$28,127$-12,432,357
Total Functional Expenses$1,210,067,298$315,077,086$76,652,662$1,601,797,046

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,691,345,912
Expenses per Audited Statements$1,682,529,572
Total Expenses per Form 990$1,601,797,046
Expenses Not Reported on Form 990$8,816,340
Expenses Not Reported on Financial Statements$-80,732,526
Other Expense Adjustments$-85,247,681
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Harvard College President & FacultyBoston, MA501(c)(3)Academic Appt. Stipends$74,771
Elizabeth Grace Veatch LLCNorth Beach, MD501(c)(3)Academic Appt. Stipends$59,840
University of KansasLawrence, KS-Academic Appt. Stipends$55,107
Jackson State UniversityJackson, MS501(c)(3)Academic Appt. Stipends$52,050
Tuskegee UniversityTuskegee Institute, AL501(c)(3)Academic Appt. Stipends$47,434
University of Maryland at College ParkCollege Park, MD501(c)(3)Academic Appt. Stipends$35,000
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
Fisk UniversityNashville, TN501(c)(3)Academic Appt. Stipends$20,500
The Whitney InstituteWallace, LA-Academic Appt. Stipends$20,500
Bernstein Artists IncBrooklyn, NY501(c)(3)Academic Appt. Stipends$16,500
University of ConnecticutStorrs, CT-Academic Appt. Stipends$14,796
Historical Museum of Southern FloridaMiami, FL501(c)(3)Academic Appt. Stipends$13,250
Friends of the North CarolinaRaleigh, NC501(c)(3)Academic Appt. Stipends$12,550
Robert W Woodruff LibraryAtlanta, GA501(c)(3)Academic Appt. Stipends$10,250
Maryland African American MuseBaltimore, MD501(c)(3)Academic Appt. Stipends$10,000
Inform Evaluation & ResearchAmherst, MA501(c)(3)Academic Appt. Stipends$8,760
Chicago Historical SocietyChicago, IL501(c)(3)Academic Appt. Stipends$7,250
Dubuque County Historical SocietyDubuque, IA501(c)(3)Academic Appt. Stipends$7,000
Montana State UniversityBozeman, MT501(c)(3)Academic Appt. Stipends$7,000
Scottsdale Museum of the WestScottsdale, AZ501(c)(3)Academic Appt. Stipends$7,000
University of MarylandCollege Park, MD501(c)(3)Academic Appt. Stipends$6,810
The Law Office of Goss & AssocBoston, MA-Academic Appt. Stipends$6,510
Damascus Gate LLCPound Ridge, NY501(c)(3)Academic Appt. Stipends$6,000
Apollo Theatre Foundation IncNew York, NY501(c)(3)Academic Appt. Stipends$5,100

International Summary

Offices
0
Employees
0
Spending
$1,267,149,929

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$1,091,016,065
Europe (including Iceland & Greenland)Investments-00$122,652,691
Sub-saharan AfricaInvestments-00$39,794,058
North AmericaInvestments-00$5,037,260
Europe (including Iceland & Greenland)Program Services-00$1,771,327
Central America and the CaribbeanProgram Services-00$933,340
East Asia and the PacificProgram Services-00$903,737
Central America and the CaribbeanAcademic Appointment StipendsTravel, Related to Research, Conferences and Training00$864,476
South AmericaProgram Services-00$643,848
Europe (including Iceland & Greenland)Academic Appointment StipendsTravel, Related to Research, Conferences and Training00$616,534
South AmericaAcademic Appointment StipendsTravel, Related to Research, Conferences and Training00$597,832
Sub-saharan AfricaProgram ServicesTravel, Related to Research, Conferences and Training00$573,226
North AmericaProgram Services-00$415,574
Middle East and North AfricaProgram Services-00$409,948
East Asia and the PacificAcademic Appointment StipendsTravel, Related to Research, Conferences and Training00$327,929
North AmericaAcademic Appointment StipendsTravel, Related to Research, Conferences and Training00$246,069
Sub-saharan AfricaAcademic Appointment StipendsTravel, Related to Research, Conferences and Training00$94,501
South AsiaAcademic Appointment StipendsTravel, Related to Research, Conferences and Training00$76,312
South AsiaProgram Services-00$70,501
Russia and Neighboring StatesAcademic Appointment StipendsTravel, Related to Research, Conferences and Training00$56,767
Russia and Neighboring StatesProgram Services-00$47,934
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$3,099,251
Professional Fundraising Fees$1,783,493
Fundraising Gross Income$599,137

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Npg Gala$3,570,431$195,060$1,741,709$-1,546,649
Ny Gala$1,377,289$90,390$875,227$-784,837
Total Events$5,978,179$599,137$3,099,251$-2,500,114
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$199,977
-Wife of Deron BurbaAnnual CompensationNo$115,712
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Estimated Remediation Obligation$52,971,783
Other Accrued Liabilities$748,172
Bond Interest Payable$588,876
Accts. Pay-cancelled Approp.$343,537
Other Liabilities$1,951

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 2

Regent franklin raines and regent steven case had a business relationship during the tax year.

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 is prepared by an independent accounting firm and is reviewed by the office of general counsel, the office of the under secretary for finance and administration, and by an independent outside counsel firm. After this review process, the 990 is reviewed and affirmed by the audit and review committee of the board of regents. The 990 is then made available to the full board of regents for review and comment 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 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 regents' 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
2024-08-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lonnie G Bunch Iii
Formed
1846
Voting Board Members
17
Independent Board Members
17
Employees
7,170
Volunteers
82,471

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: 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 november 2022, the smithsonian launched the "life on a sustainable planet" climate change initiative to explore and share strategies for adapting to and mitigating the impacts of climate change with the public. Under this program, the smithsonian's national zoo and conservation biology institute (nzcbi) expanded its smithsonian bird friendly certification program to include standards for cocoa farming - the only certification that guarantees 100% of the cocoa produced comes from farms that conserve birds and other wildlife by protecting forests and native shade trees. Scientists at nzcbi continued to play a leading role in the smithsonian's global efforts to save wildlife species from extinction and train future generations of conservationists. In november 2022, two andean bear cubs (vulnerable status) were born and went on view in march. The majority of what scientists know about andean bears comes from zoos like nzcbi that study andean bear behavior, health and reproduction. In may, the primate staff welcomed the birth of a western lowland gorilla - a critically endangered species. And five more cheetah cubs (vulnerable status) were born in september at the front royal, virginia, campus as part of the cheetah breeding center coalition. At the end of september, the zoo celebrated the giant panda conservation and breeding program's success during the week-long farewell, panda palooza, before the three giant pandas returned to china at the end of the year. The center for astrophysics | harvard & smithsonian launched the trophospheric emissions: monitoring of pollution satellite, called tempo, after a decade of spaceflight preparation. Tempo transmitted its first images of air pollution over north america in august and provides hourly measurements of air pollution data, allowing for better monitoring of air quality and safety for communities and environments around the world. The smithsonian formed and convened a human remains task force to develop a policy for the appropriate handling, shared stewardship or ethical return of human remains in the smithsonian's collection, including native and non-native remains, and further promote respectful engagement with descendants and descendant communities. In january, the national museum of american history added first lady jill biden's inaugural ensembles to its historic first ladies collection, continuing the 100-year long tradition. Nmah also accepted the robert "mack" mccormick blues and folklore archival collection, a foundational source for understanding american music, into its archive center for scholarly access.

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

Research and collections: in july, 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. This year's theme "together we thrive: fostering a sense of belonging" explored pressing issues and topics that shape people's shared future in education: life on a sustainable planet, steam education, and reckoning with our racial past. The center for environmental justice at the anacostia community museum launched on earth day, seeking to create a future in which environmentalism is a cornerstone of civic engagement. Under the "life on a sustainable planet" initiative, the center will organize programming, such as panels, academies, and community gardening to place scientific data in the context of daily life which residents can use to develop healthy, equitable communities. The national museum of american history opened "entertainment nation"/"nacin del espectaculo," a 7,200-square-foot, multimedia exhibition with around 200 objects on view including the ruby slippers, prince's guitar, and ali's boxing robe. This was the smithsonian's first dedicated exploration of entertainment history, and it is the largest long-term bilingual exhibition on the national mall. In october 2022, the national air and space museum opened eight new and renovated galleries in the west wing of the national mall building. The exhibitions feature hundreds of new artifacts and longtime favorites in dynamic, immersive, and technologically upgraded spaces. The galleries also implemented new interactives accessible to visitors with vision, hearing and mobility disabilities. For the first time since 2020, the annual mother tongue film festival returned to the national mall for in-person events in february. The festival, hosted by the smithsonian's recovering voices initiative, centers around the international mother language day to celebrate cultural and linguistic diversity. The festival featured 27 films in 23 languages from regions across the globe. In december 2022, "our shared future: reckoning with our racial past," the smithsonian's race initiative, hosted the first panel at the national museum of african american history and culture, bringing together diverse groups of individuals to discuss race and racism in historical, cultural, and contemporary contexts. In addition to the national discussions, the smithsonian began preparations for local community conversations around race in cities and towns across the u.s. These community conversations, co-hosted by local organizations, will help facilitate open dialogue about issues related to race in their communities. The national museum of the american latino (nmal) and the smithsonian american women's history museum (sawhm) continued to grow and take shape this year, although they do not have buildings yet. Nmal opened a latino museum studies program for undergraduate students nationwide, to boost the representation of latinos in the museum field and the women's history museum launched a digital campaign, share your story, to collect stories from the public that will help shape the future of the museum.

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. Notable guests included scientist and tv personality bill nye, journalist anderson cooper, travel expert rick steves, emmy-nominated mexican chef pati jinich, master chef jacques pepin and celebrity chef carla hall, and chief medical officer of webmd john whyte.

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 IX, Line 11G

Advsry & assistnc srvcs psc: program service expenses 420,125. Management and general expenses 132,505. Fundraising expenses 1,089. Total expenses 553,719. Advisory and asst svcs non psc: program service expenses 1,777,167. Management and general expenses 141,402. Fundraising expenses 303,632. Total expenses 2,222,201. Central engineering services: program service expenses 11,561,870. Management and general expenses 42. Fundraising expenses 0. Total expenses 11,561,912. Tech/admin svcs - 1099 vendors: program service expenses 347,365. Management and general expenses 11,211. Fundraising expenses 852. Total expenses 359,428. Non-benefit pool tuition: program service expenses 33,622. Management and general expenses 153. Fundraising expenses 1. Total expenses 33,776. Sao machine shop services: program service expenses 149,821. Management and general expenses -35. Fundraising expenses 110. Total expenses 149,896. Institutional membership&fees: program service expenses 786,119. Management and general expenses 210,449. Fundraising expenses 78,820. Total expenses 1,075,388. Support external organizations: program service expenses 136,668. Management and general expenses 23,871. Fundraising expenses 2,061. Total expenses 162,600. Temp employment svcs: program service expenses 2,983,081. Management and general expenses 3,904,593. Fundraising expenses 495,252. Total expenses 7,382,926. Other professional services: program service expenses 86,828,505. Management and general expenses 11,348,211. Fundraising expenses 11,978,961. Total expenses 110,155,677. Audio visual services: program service expenses 2,175,557. Management and general expenses -251,514. Fundraising expenses 386,760. Total expenses 2,310,803. Lectures honoraria: program service expenses 2,520,662. Management and general expenses 25,557. Fundraising expenses 51,667. Total expenses 2,597,886. Exhibit services: program service expenses 8,673,346. Management and general expenses 59,388. Fundraising expenses 13,811. Total expenses 8,746,545. Other purch g&s govt: program service expenses -19,766. Management and general expenses -297,144. Fundraising expenses -82. Total expenses -316,992. Iat in-house consultant: program service expenses -4,727. Management and general expenses -33,729. Fundraising expenses 630. Total expenses -37,826. Sao central eng. Serv-accr: program service expenses 29,355. Management and general expenses 0. Fundraising expenses 8. Total expenses 29,363. Sao machine shop serv-accr: program service expenses 8,439. Management and general expenses 0. Fundraising expenses 0. Total expenses 8,439. Reimb government agencies: program service expenses -5,806. Management and general expenses -1,393. Fundraising expenses -15. Total expenses -7,214. Operation & maint facilities: program service expenses 31,488,545. Management and general expenses 16,252,059. Fundraising expenses 70,410. Total expenses 47,811,014. Waste removal: program service expenses 373,101. Management and general expenses 79,520. Fundraising expenses 883. Total expenses 453,504. Guard services: program service expenses 22,093,100. Management and general expenses 4,973,529. Fundraising expenses 535,720. Total expenses 27,602,349. Custodial services: program service expenses 3,024,569. Management and general expenses 686,848. Fundraising expenses 248,090. Total expenses 3,959,507. Medical care: program service expenses 305,773. Management and general expenses 503. Fundraising expenses 5. Total expenses 306,281. Equip. Non it maint & repair: program service expenses 5,735,218. Management and general expenses 825,833. Fundraising expenses 12,950. Total expenses 6,574,001. Catering: program service expenses 6,445,021. Management and general expenses 385,992. Fundraising expenses 2,388,976. Total expenses 9,219,989. Cost of sharing expense: program service expenses 3,201,971. Management and general expenses 100. Fundraising expenses 437,256. Total expenses 3,639,327. Cost sharing central service: program

FORM 990, PART XI, LINE 9:

Change in net assets of related orgs -4,196. Proceeds from sales of collections 144,300.

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 accounts for uncertain tax positions, when applicable. The tax years that remain subject to examination by the major tax jurisdictions under the statute are from the year 2019 and forward.

PART XI, LINE 2D - OTHER ADJUSTMENTS:

Imputed revenue 54,673,210. Gain on sale of collections 144,300. Change in net assets of related orgs -4,196. Prior period adjustment 8,647,618.

PART XI, LINE 4B - OTHER ADJUSTMENTS:

Direct fundraising expense -3,099,251. Direct expenses cogs -27,475,220.

PART XII, LINE 4B - OTHER ADJUSTMENTS:

Direct expenses cogs -27,475,220. Imputed revenue -54,673,210. Direct fundraising expense -3,099,251.

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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt100.00
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IRS990/Form990PartVIISectionAGrp/FormerOfcrDirectorTrusteeInd7X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
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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/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/OfficerInd7X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1868391
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1946288
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2070316
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2151035
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2234961
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2324631
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2424413
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2534296
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2646520
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2729419
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2882713
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2966402
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt3070188
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt3144500
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt3264595
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt3477914
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt3547991
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt3672870
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt3754363
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt3879902
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt3968429
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt4021154
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt4522269
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt462618
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 DORIS 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/PersonNm15HONORABLE GARY PETERS
IRS990/Form990PartVIISectionAGrp/PersonNm16HONORABLE GARRET GRAVES
IRS990/Form990PartVIISectionAGrp/PersonNm17MS TONI BUSH
IRS990/Form990PartVIISectionAGrp/PersonNm18MR LONNIE G BUNCH III
IRS990/Form990PartVIISectionAGrp/PersonNm19MEROE PARK
IRS990/Form990PartVIISectionAGrp/PersonNm20RONALD CORTEZ
IRS990/Form990PartVIISectionAGrp/PersonNm21JUDITH LEONARD
IRS990/Form990PartVIISectionAGrp/PersonNm22PORTER WILKINSON
IRS990/Form990PartVIISectionAGrp/PersonNm23CATHY HELM
IRS990/Form990PartVIISectionAGrp/PersonNm24FARLEIGH EARHART
IRS990/Form990PartVIISectionAGrp/PersonNm25JOAN MOCKERIDGE
IRS990/Form990PartVIISectionAGrp/PersonNm26AMY CHEN
IRS990/Form990PartVIISectionAGrp/PersonNm27NANCY BECHTOL
IRS990/Form990PartVIISectionAGrp/PersonNm28ROBERT SPILLER
IRS990/Form990PartVIISectionAGrp/PersonNm29ELLEN STOFAN
IRS990/Form990PartVIISectionAGrp/PersonNm30KEVIN GOVER
IRS990/Form990PartVIISectionAGrp/PersonNm31CAROL LEBLANC
IRS990/Form990PartVIISectionAGrp/PersonNm32JULISSA MARENCO
IRS990/Form990PartVIISectionAGrp/PersonNm33JANICE LAMBERT
IRS990/Form990PartVIISectionAGrp/PersonNm34JEFFREY SMITH
IRS990/Form990PartVIISectionAGrp/PersonNm35MICHAEL GIOVENCO
IRS990/Form990PartVIISectionAGrp/PersonNm36RYAN DOTSON
IRS990/Form990PartVIISectionAGrp/PersonNm37JOSHUA TEWKSBURY
IRS990/Form990PartVIISectionAGrp/PersonNm38MELISSA CHIU
IRS990/Form990PartVIISectionAGrp/PersonNm39RICHARD KURIN THRU 93019
IRS990/Form990PartVIISectionAGrp/PersonNm40ERA MARSHALL THRU 93018
IRS990/Form990PartVIISectionAGrp/PersonNm41ZULLY DORR THRU 093019
IRS990/Form990PartVIISectionAGrp/PersonNm42DERON BURBA
IRS990/Form990PartVIISectionAGrp/PersonNm43JOHN LAPIANA THRU 93018
IRS990/Form990PartVIISectionAGrp/PersonNm44DOUGLAS HALL
IRS990/Form990PartVIISectionAGrp/PersonNm45CHARLES ALCOCK THRU 123120
IRS990/Form990PartVIISectionAGrp/PersonNm46ROGER BRISSENDEN THRU 31321
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120

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
2023Detailed filing. Detailed filing data is available for this year.$7,199$1,509$5,690$1,877$1,602$275
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