Santa Fe Institute

“Form 990 is reviewed by senior management and submitted to the audit committee for review and approval. The completed 990 is then presented to all members of the board of trustees prior to filing.”

“Employees, management, and board members are subject to the conflict of interest policy. Employees and management attest to their independence when hired and are required to inform the organization should their situation change. Board members receive the conflict-of-interest policy upon appointment and are required to attest to their independence annually. Conflict determinations are made and reviewed by management or the chair of the board of trustees, as appropriate. A conflicted individual is prohibited from participating in deliberations and decisions concerning the subject transaction.”

“The president's compensation is determined by a letter agreement negotiated by the trustees. In negotiating the agreement, the trustees use comparability data from various academic institutions and other relevant periodicals and studies. Annually, the trustees evaluate the president's performance in the compensation review. These actions are documented in the minutes of the meetings. The compensation process for other officers, including vice presidents and board secretary, is determined by the president using comparability data from similar academic institutions and other relevant periodicals and studies, as appropriate. The process described here was last completed in 2024.”

“The organization makes its governing documents, conflict of interest policy and financial statements available to the public based upon specific requests by individuals or organizations.”

“The process for oversight and selection of an independent accountant has not changed from the prior year.”

“- science personnel: in 2024, sfi had ten resident faculty, added seven new external professors, had five fractal faculty members, and hosted 23 postdoctoral fellows, including four who moved on to other positions. In total, as of the end of 2024, there were 184 formally affiliated researchers of sfi, including postdoctoral fellows, resident faculty, fractal faculty, external faculty, external faculty fellows, members of the science board, and science board fellows. - science visitors & seminars: in 2024, our second full in-person year since 2019 (due to the pandemic), sfi hosted 1125 in-person science visitors/participants and 93 seminars. Our flagship colloquium seminar series featured eight speakers. In addition to in-person activity, dozens of people joined seminars virtually. These levels are similar to 2023 levels of in-person science activity and a major increase in activity over the pandemic years of 2020-2022. - science meetings: in 2024, sfi hosted 50 in-person science meetings, slightly more than the 45 meetings of 2023. Six of the meetings were major workshops or symposia. A few of the meetings were hybrid with dozens of participants joining remotely. - sponsored research: the sponsored research services office (srso) provides support and training to sfi researchers to identify opportunities, develop proposals, obtain funds, and administer external grants for research activities. In 2024, sfi researchers applied for 26 federal, foundation, and international grants and were awarded 11, for a success rate of 42% and a total of $2.3 million dollars of new external funding. At the end of 2024, there were 27 active awards ($16.8 million). Srso continued to manage the lou schuyler postdoctoral research fund in 2024. The fund's objective is to increase independence and research productivity and to advance the future scholarly endeavors of early career sfi scholars. In 2024, three postdoctoral fellows were granted awards totaling $32,380. - community lecture series: sfi's 2024 community lecture series, held at the lensic performing arts center in downtown santa fe, featured seven lectures and one panel discussion. The mckinnon family foundation underwrote the series, with additional support from the santa fe reporter and the lensic performing arts center, such that we could continue to host these events at no cost to the public. The events averaged 700 in-person attendees, compared to 643 in 2023. We live-streamed and recorded the lectures, resulting in 383,000+ total views of sfi content from 67 countries. 2024 santa fe institute education activities: - the undergraduate complexity research program offered 9 undergraduate students from schools across america a 10-week immersive mentored research experience. - our hallmark education program, the complex systems summer school, offered advanced instruction and collaborative research opportunities to 50 phd students, postdocs, and science journalists from around the world. Two distinct 2-week topical workshops (1 sponsored by an nsf grant) provided training in quantitative social sciences and complexity research in ecology to 38 phd students from the us and around the world. - complexityexplorer.org online education platform provided asynchronous, on-demand, no-cost complexity science courses to 5,515 active users. 2024 santa fe institute action (applied complexity network) activities: sfi convened 10 applied complexity meetings. Excluding speakers, there were 572 total attendances, including 74 attendances by sfi-affiliated researchers, 56 attendances by unaffiliated researchers, 225 practitioner attendances, and 217 others. This corresponded to 50 unique sfi-affiliated researcher attendees, 58 unique unaffiliated researchers attendees, 149 unique practitioner attendees and 184 others.”