Civic Intelligence

The Sphere Institute

990 • Fiscal year 2019 • EIN 91-1748201

Jan 01, 2019 to Dec 31, 2019 • Filed on Jul 02, 2020

Organization ProfileN/A

View Organization Page

500 Airport RoadBurlingame, CA 94010-1926

(650) 558-8882

Siviq Scores

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

Liabilities / Assets

49th percentile

0.24x

Higher debt load relative to assets than 49% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2019

Liabilities / Revenue

35th percentile

0.16x

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

2019 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2019

Net Margin

42nd percentile

1.2%

Higher net margin than 42% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2019

Top Officer Pay

87th percentile

$586,124

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 2.0% of source-year revenue.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2019

Asset Growth

58th percentile

6.1%

Faster asset growth than 58% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2018 to 2019

Revenue Growth

72nd percentile

13%

Faster revenue growth than 72% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets49th percentile

Assets

Up

$19,498,336

Up $1,119,702 (+6.1%) from 2018

Net Assets

Up

$14,801,890

Up $344,628 (+2.4%) from 2018

Liabilities

Up

$4,696,446

Up $775,074 (+20%) from 2018

Revenue And Expenses
Liabilities / Revenue35th percentileNet Margin42nd percentile

Revenue

Up

$29,248,339

Up $3,354,897 (+13%) from 2018

Expenses

Up

$28,903,711

Up $3,401,849 (+13%) from 2018

Net Income

Down

$344,628

Down $46,952 (-12%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth58th percentile

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

$30M$20M$10M$0-$10MAssets 2011: $641,110Liabilities 2011: -$8,602Net Assets 2011: $649,7122011Assets 2012: $1,682,153Liabilities 2012: $420,855Net Assets 2012: $1,261,2982012Assets 2013: $3,093,668Liabilities 2013: $432,670Net Assets 2013: $2,660,9982013Assets 2014: $5,494,130Liabilities 2014: $663,256Net Assets 2014: $4,830,8742014Assets 2015: $9,016,273Liabilities 2015: $959,883Net Assets 2015: $8,056,3902015Assets 2016: $16,658,034Liabilities 2016: $2,671,107Net Assets 2016: $13,986,9272016Assets 2017: $16,953,217Liabilities 2017: $2,887,535Net Assets 2017: $14,065,6822017Assets 2018: $18,378,634Liabilities 2018: $3,921,372Net Assets 2018: $14,457,2622018Assets 2019: $19,498,336Liabilities 2019: $4,696,446Net Assets 2019: $14,801,8902019Assets 2020: $22,544,496Liabilities 2020: $5,927,846Net Assets 2020: $16,616,6502020Assets 2021: $23,505,589Liabilities 2021: $6,707,621Net Assets 2021: $16,797,9682021Assets 2022: $24,244,381Liabilities 2022: $7,537,692Net Assets 2022: $16,706,6892022Assets 2023: $27,083,742Liabilities 2023: $8,582,990Net Assets 2023: $18,500,7522023Assets 2024: $25,957,706Liabilities 2024: $7,071,173Net Assets 2024: $18,886,5332024

Highlighted filing

2019

Assets$19,498,336
Liabilities$4,696,446
Net Assets$14,801,890
Open 2019 Filing

Operations Trend

Revenue Growth72nd percentile

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

$60M$40M$20M$0Revenue 2011: $3,599,579Expenses 2011: $3,445,055Net Income 2011: $154,5242011Revenue 2012: $4,413,221Expenses 2012: $3,802,220Net Income 2012: $611,0012012Revenue 2013: $6,628,298Expenses 2013: $5,228,598Net Income 2013: $1,399,7002013Revenue 2014: $11,400,459Expenses 2014: $9,230,583Net Income 2014: $2,169,8762014Revenue 2015: $14,964,511Expenses 2015: $11,738,995Net Income 2015: $3,225,5162015Revenue 2016: $20,837,258Expenses 2016: $14,906,721Net Income 2016: $5,930,5372016Revenue 2017: $21,512,966Expenses 2017: $21,434,211Net Income 2017: $78,7552017Revenue 2018: $25,893,442Expenses 2018: $25,501,862Net Income 2018: $391,5802018Revenue 2019: $29,248,339Expenses 2019: $28,903,711Net Income 2019: $344,6282019Revenue 2020: $35,028,299Expenses 2020: $33,213,539Net Income 2020: $1,814,7602020Revenue 2021: $38,922,050Expenses 2021: $38,725,976Net Income 2021: $196,0742021Revenue 2022: $45,503,791Expenses 2022: $45,454,555Net Income 2022: $49,2362022Revenue 2023: $755,457Expenses 2023: $540,875Net Income 2023: $214,5822023Revenue 2024: $1,809,880Expenses 2024: $1,585,066Net Income 2024: $224,8142024

Highlighted filing

2019

Revenue$29,248,339
Expenses$28,903,711
Net Income$344,628
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jul 2, 2020
Return Version
2019v5.1
Gross Receipts
$29,248,339
Mission and Program Overview

Mission

The mission is to innovate and improve the data and information provided to Policy makers at the Federal state, and local level who design, change, and implement health, welfare housing and human resources programs, and their research and evaluation for policy formation. Medicare reform is an example.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$14,457,262$14,801,890▲ $344,628
Accounts Receivable$9,103,579$8,013,237▼ $1,090,342
Investments Other Securities$5,250,000$5,250,000→ $0
Savings and Temporary Cash Investments$3,253,774$4,553,762▲ $1,299,988
Cash and Non-Interest-Bearing Accounts$770,981$1,581,037▲ $810,056
Total Assets$18,378,634$19,498,336▲ $1,119,702
Other Assets Total$300$100,300▲ $100,000
Liabilities
Other Liabilities$1,580,652$1,979,883▲ $399,231
Unsecured Notes Loans Payable$1,506,227$1,506,227→ $0
Accounts Payable and Accrued Expenses$834,493$1,210,336▲ $375,843
Total Liabilities$3,921,372$4,696,446▲ $775,074
Net Assets / Fund Balance
Total Net Assets Fund Balance$14,457,262$14,801,890▲ $344,628
Total Liabilities and Net Assets / Fund Balance$18,378,634$19,498,336▲ $1,119,702

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$5,250,000--
Compensation and Service Providers
Top Officer Pay87th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Thomas E MaCurdyPresidentPT$56,012$530,112$586,124
Jonathan GibbsBoard MemberFT-$292,531$292,531
Gregory Boro--$200,761$24,828$225,589
Gregory BoroFinance DirectorFT$200,761-$200,761
Jonathan Stanton--$185,284$15,101$200,385
Maria del Mar Jaurequi Vaszquez--$171,926$14,433$186,359
Jonathan StantonAssociateFT$185,284-$185,284
Nan Chen--$166,071$14,141$180,212
Lewis Mark Wollen--$159,140$12,905$172,045
Maria del Mar Jaurequi VaszquezAssociateFT$171,926-$171,926
Vaikath Job--$163,172$8,159$171,331
Nan ChenAssociateFT$166,071-$166,071
Bruno Garcia--$157,804$7,890$165,694
Amy Brehm--$153,476$10,592$164,068
Vaikath JobAssociateFT$163,172-$163,172
Nathaniel Cameron Lee Luders--$152,293$7,615$159,908
Lewis Mark WollenAssociateFT$159,140-$159,140
Bruno GarciaAssociateFT$157,804-$157,804
Amy BrehmAssociateFT$153,476-$153,476
Nathaniel Cameron Lee LudersAssociateFT$152,293-$152,293
Christopher M WorrallAssociateFT$147,804-$147,804
Edward SungAssociateFT$145,954-$145,954
Ivana StosicAssociateFT$141,863-$141,863
Joyce LamAssociateFT$140,492-$140,492
Yugin WeiAssociateFT$134,514-$134,514
Jiemin LiaoAssociateFT$133,145-$133,145
Vedita BapatAssociateFT$132,232-$132,232
Amrit SighAssociateFT$117,625-$117,625
Dimitra PolitiAssociateFT$115,545-$115,545
Mohammad MobashshirAssociateFT$110,120-$110,120
Thomas E MaCurdy--$56,012$2,801$58,813
Gerald P GillespieChairman-$2,000-$2,000
Semion LyandresVice Chair-$2,000-$2,000
Gianfranco BalsamoBoard Member-$2,000-$2,000
Jenifer StackhouseBoard Member-$2,000-$2,000

Board Members and Trustees

NameTitle
Jonathan Gibbs-

Highest Paid Contractors

ContractorServicesLocationCompensation
Fragomen Del Ray Bernsen LoewyLegal Attorney Services550 Montgomery St, San Francisco, CA 94111$282,617
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$29,167,281
Investment Income
$81,058
Other Revenue
$0
Change in Net Assets
$344,628

Audited Revenue Reconciliation

Revenue per Audited Statements
$29,248,339
Total Revenue per Audited Statements
$29,248,339
Total Revenue per Form 990
$29,248,339
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$22,927,840
Other Expenses$5,975,871
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$16,354,955$0$0$16,354,955
Payments to Affiliates$4,888,957$0$0$4,888,957
Current Officers, Directors, Trustees, and Key Employees$2,692,472$200,761$0$2,893,233
Other Employee Benefits$1,412,661$14,790$0$1,427,451
Payroll Taxes$1,319,517$11,158$0$1,330,675
Pension Plan Contributions$911,488$10,038$0$921,526
Fees for Services Legal$0$353,392$0$353,392
Fees for Services Other$228,907$0$0$228,907
Insurance$123,479$2,500$0$125,979
Travel$101,711$871$0$102,582
Fees for Services Management$0$75,793$0$75,793
Fees for Services Accounting$0$69,064$0$69,064
Office Expenses$37,909$4,212$0$42,121
Information Technology$41,286$0$0$41,286
Other Expenses$31,888$0$0$31,888
All Other Expenses$0$4,637$0$4,637
Occupancy$906$800$0$1,706
Total Functional Expenses$28,152,530$751,181$0$28,903,711

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$28,903,711
Total Expenses per Audited Statements$28,903,711
Total Expenses per Form 990$28,903,711
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
-Sub ContractGross Receipts from AcumenNo$29,167,281
-Sub ContractGross Receipts from AcumenNo$10,581,799
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll Liabilities$1,979,883
Federal Income Taxes$0
Governance and Compliance

Governance Checklist

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

Filer

Filer Name
The Sphere Institute
EIN
91-1748201
Phone
6505588882
Address
500 Airport Road, Burlingame, CA 94010-1926

Signing Officer

Name
Thomas E MaCurdy
Title
President
Phone
6505588882
Signed
2020-07-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Thomas E MaCurdy
Formed
1996
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
4
Employees
307
Volunteers
0

Preparer

Firm
Richard Schoonmaker EA
Address
1918 SE Port St Lucie Blvd, Port St Lucie, FL 34952
Preparer
Richard Schoonmaker
Phone
7722148887
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

“Form 990, part VI, line 11b: After the tax preparer completes form 990, it is reviewed and discussed by the President and financial staff, project directors, and account managers. Then it is reviewed by and discussed with the Chairman of the Board of Directors. Specific issues are discussed with and reviewed by members of the Board, as needed. The tax return after this vetting process is reported to the President and the Board for their approval and signature.”

Pt VI, Line 15B

“Form 990, part VI, line 15b: The President determines compensation of project directors, research associates, key employees, etc.”

Pt VI, Line 15A

“Form 990, part VI, line 15a: Per the founding charter and bylaws of the SPHERE Institute since its founding in 1996, compensation of the President is set by the Board of Directors each year. However, in the current case of the SPHERE Institute the current President receives $0 compensation for his presidential and managerial duties and is compensated only for his contribution to the projects according to the FARC government rules and government contracts. His compensation is based on the hours he contributes to specific projects and the hourly rate commensurate with his professional experience and approved by the U.S. government agencies including the HHS, the CMS, and DCCA.”

Pt VI, Line 8B

“Form 990, part VI, line 8b: There are no committees to act on behalf of the governing body. The Board decides everything, no delegation.”

Pt VI, Line 12C

“Form 990, part VI, line 12c: The organization constantly monitors and enforces compliance with the conflict of interest policy. The Board, the President, and the executive managers regularly control this issue and make sure there are no conflicts on interest.”

Financial Statement Notes

Pt X, Line 2

“Payroll Liabilities in the Amount of 1979883 consist of YE Bonus Accural, Employer Match Share, Flex Plan Liabilites and Other Items, all per the balance sheet at YE 2019”

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$19,498,336
Liabilities
$4,696,446
Net assets
$14,801,890
Revenue
$29,248,339
Expenses
$28,903,711
Net income
$344,628
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$26.0$7.07$18.9$1.81$1.59$0.22
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$27.1$8.58$18.5$0.76$0.54$0.21
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$24.2$7.54$16.7$45.5$45.5$0.05
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$23.5$6.71$16.8$38.9$38.7$0.20
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$22.5$5.93$16.6$35.0$33.2$1.81
2019Detailed filing. Detailed filing data is available for this year.$19.5$4.70$14.8$29.2$28.9$0.34
2018Summary only. Only limited summary data is available for this year.$18.4$3.92$14.5$25.9$25.5$0.39
2017Summary only. Only limited summary data is available for this year.$17.0$2.89$14.1$21.5$21.4$0.08
2016Summary only. Only limited summary data is available for this year.$16.7$2.67$14.0$20.8$14.9$5.93
2015Summary only. Only limited summary data is available for this year.$9.02$0.96$8.06$15.0$11.7$3.23
2014Summary only. Only limited summary data is available for this year.$5.49$0.66$4.83$11.4$9.23$2.17
2013Summary only. Only limited summary data is available for this year.$3.09$0.43$2.66$6.63$5.23$1.40
2012Summary only. Only limited summary data is available for this year.$1.68$0.42$1.26$4.41$3.80$0.61
2011Summary only. Only limited summary data is available for this year.$0.64$0.01$0.65$3.60$3.45$0.15