Civic Intelligence

The Sphere Institute

990 • Fiscal year 2020 • EIN 91-1748201

Jan 01, 2020 to Dec 31, 2020 • Filed on Sep 20, 2021

Organization Profilesphereinstute.org

View Organization Page

500 Airport BlvdBurlingame, CA 94010

(650) 558-8882

Siviq Scores

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

Liabilities / Assets

49th percentile

0.26x

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

2020 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2020

Liabilities / Revenue

28th percentile

0.17x

Higher debt load relative to revenue than 28% of similar nonprofits.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2020

Net Margin

54th percentile

5.2%

Higher net margin than 54% of similar nonprofits.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2020

Top Officer Pay

92nd percentile

$815,080

Higher top officer pay than 92% of similar nonprofits.

Top officer pay equals 2.3% of source-year revenue.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2020

Asset Growth

69th percentile

16%

Faster asset growth than 69% of similar nonprofits.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2019 to 2020

Revenue Growth

77th percentile

20%

Faster revenue growth than 77% of similar nonprofits.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets49th percentile

Assets

Up

$22,544,496

Up $3,046,160 (+16%) from 2019

Net Assets

Up

$16,616,650

Up $1,814,760 (+12%) from 2019

Liabilities

Up

$5,927,846

Up $1,231,400 (+26%) from 2019

Revenue And Expenses
Liabilities / Revenue28th percentileNet Margin54th percentile

Revenue

Up

$35,028,299

Up $5,779,960 (+20%) from 2019

Expenses

Up

$33,213,539

Up $4,309,828 (+15%) from 2019

Net Income

Up

$1,814,760

Up $1,470,132 (+427%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth69th 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

2020

Assets$22,544,496
Liabilities$5,927,846
Net Assets$16,616,650
Open 2020 Filing

Operations Trend

Revenue Growth77th 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

2020

Revenue$35,028,299
Expenses$33,213,539
Net Income$1,814,760
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Sep 20, 2021
Return Version
2020v4.1
Gross Receipts
$35,028,299
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.

The mission is to innovate and improve the data and information provided to policy makes at the federal, state, and local levels who design, change, and implement healthcare and social policies.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$14,801,890$16,616,650▲ $1,814,760
Accounts Receivable$8,013,237$11,666,855▲ $3,653,618
Investments Other Securities$5,250,000$6,250,000▲ $1,000,000
Savings and Temporary Cash Investments$4,553,762$3,346,602▼ $1,207,160
Cash and Non-Interest-Bearing Accounts$1,581,037$1,180,739▼ $400,298
Total Assets$19,498,336$22,544,496▲ $3,046,160
Other Assets Total$100,300$100,300→ $0
Liabilities
Other Liabilities$1,979,883$2,469,078▲ $489,195
Accounts Payable and Accrued Expenses$1,210,336$1,785,583▲ $575,247
Unsecured Notes Loans Payable$1,506,227$1,673,185▲ $166,958
Total Liabilities$4,696,446$5,927,846▲ $1,231,400
Net Assets / Fund Balance
Total Net Assets Fund Balance$14,801,890$16,616,650▲ $1,814,760
Total Liabilities and Net Assets / Fund Balance$19,498,336$22,544,496▲ $3,046,160

Asset Categories

AssetBook ValueDepreciationBasis
Financial Derivatives$6,250,000--
Compensation and Service Providers
Top Officer Pay92nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Thomas E MaCurdyPresidentPT$84,532$730,548$815,080
Jonathan Gibbs formerofficer, Board member--$326,783$326,783
Gregory Boro--$220,307$14,209$234,516
Jonathan Stanton--$212,394$10,620$223,014
Gregory BoroFinance DirectorFT$220,307-$220,307
Jonathan StantonResearch leaderFT$212,394-$212,394
Jeffrey Scott Carwile--$188,471$10,787$199,258
Vaikath Job--$182,463$9,123$191,586
Nan Chen--$180,496$9,025$189,521
Maria Jauregui Vazkuez--$181,377$8,069$189,446
Jeffrey Scott CarwileResearch leaderFT$188,471-$188,471
Paul Kim--$175,334$9,255$184,589
Vaikath JobResearch leaderFT$182,463-$182,463
Maria Jauregui VazkuezResearch leaderFT$181,377-$181,377
Nan ChenResearch leaderFT$180,496-$180,496
Bruno Garcia--$171,746$8,587$180,333
Joyce Lam--$165,783$12,843$178,626
Paul KimResearch leaderFT$175,334-$175,334
Bruno GarciaResearch leaderFT$171,746-$171,746
Yugin Wei--$160,519$8,026$168,545
Edward Sung--$158,263$7,913$166,176
Joyce LamResearch leaderFT$165,783-$165,783
Lu Yin--$155,680$7,784$163,464
Yugin WeiResearch leaderFT$160,519-$160,519
Binglie Luo--$150,650$7,677$158,327
Edward SungAssociateFT$158,263-$158,263
Lu YinAssociateFT$155,680-$155,680
Binglie LuoAssociateFT$150,650-$150,650
Nathaniel Lee-LudersAssociateFT$147,924-$147,924
Qingyu LiAssociateFT$147,845-$147,845
Jiemin LiaoAssociateFT$142,164-$142,164
Ji GanAssociateFT$140,880-$140,880
Amanda WalshAssociateFT$140,839-$140,839
Mohammad Alam AdeelAssociateFT$137,632-$137,632
Thomas E MaCurdy--$84,532$4,267$88,799
Gerald P GillespieChairman of the Board-$2,000-$2,000
Semion LyandresVice-Chairman Board-$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 former-

Highest Paid Contractors

ContractorServicesLocationCompensation
Fragomen Del ReyLegal attorney services550 Montgomery St, San Francisco, CA 94111$590,989
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$34,946,118
Investment Income
$82,181
Other Revenue
$0
Change in Net Assets
$1,814,760

Audited Revenue Reconciliation

Revenue per Audited Statements
$35,028,299
Total Revenue per Audited Statements
$35,028,299
Total Revenue per Form 990
$35,028,299
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$27,264,541
Other Expenses$5,948,998
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$19,936,706$0$0$19,936,706
Payments to Affiliates$4,187,534$0$0$4,187,534
Current Officers, Directors, Trustees, and Key Employees$3,032,992$220,307$0$3,253,299
Other Employee Benefits$2,096,856$3,194$0$2,100,050
Payroll Taxes$1,554,951$11,915$0$1,566,866
Fees for Services Other$672,263$1,028$0$673,291
Fees for Services Legal$0$551,411$0$551,411
Pension Plan Contributions$381,628$25,992$0$407,620
Insurance$15,665$137,680$0$153,345
Fees for Services Accounting$0$121,978$0$121,978
Occupancy$103,724$18,032$0$121,756
Fees for Services Management$0$79,395$0$79,395
Travel$17,371$2,440$0$19,811
Office Expenses$12,615$127$0$12,742
Information Technology$11,464$0$0$11,464
Other Expenses$8,455$0$0$8,455
All Other Expenses$0$1,441$0$1,441
Total Functional Expenses$32,034,872$1,178,667$0$33,213,539

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$33,213,539
Total Expenses per Audited Statements$33,213,539
Total Expenses per Form 990$33,213,539
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
Acumen LLC 91-1748582Service subcontract BOAGross receipts fromNo$34,727,472
Acumen LLC 91-1748582Service subcontract BOAGross payments toNo$4,187,534
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll liabilities$2,469,078
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 Blvd, Burlingame, CA 94010

Signing Officer

Name
Thomas E MaCurdy
Title
President
Phone
6505588882
Signed
2021-09-20
Discuss with paid preparer
Yes

Organization Details

Formed
1996
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
4
Employees
323
Volunteers
0

Preparer

Firm
Acumen LLC
Address
500 Airport Blvd, Burlingame, CA 94010
Preparer
Michael Bernstam
Phone
6507230527
Supplemental Narrative

Additional Explanations

Pt VI, Line 8B

“There are no committees to act on behalf of the governing body. The Board decides everything, no delegation.”

Pt 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 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 ensure there are no conflicts of interest.”

Pt 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 proejcts according to the FARC government rules and government contracts. His compensation is based on the hours he contributed to specific projects and is audited regularly by the DCCA.”

Pt VI, Line 15B

“The President determines compensation of project directors, research associates, key employees, and others. Their compensation setting is based on the numebr of hours contributed to projects and the hourly rates approves by various agencies of the U.S. government. The setting is available to the public through several channels as follows: The government documents and the conflict of interest policy are attached to various reports and publications as routinely directed by the U.S. government agencies and California State agencies for which The SPHERE Institute confucts an array of public policy research projects. These documents and policy statements are also posted on the web site.”

Form 990, Part III, Line 4D

“(Cont.from 4a). Expenses and revenues are in 4a. 0. 0. 0.”

Financial Statement Notes

Pt X, Line 2

“Payroll liabilities consist of the year-end bonusses accrual, employer Social Security and Medicare tax liabilities, flex plan liabilities, workeres compensation liabilities, and other tax items per the balance sheet at the end of 2020. The total is $2,469,078.”

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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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IRS990/Form990PartVIISectionAGrp/PersonNm0Thomas E MaCurdy
IRS990/Form990PartVIISectionAGrp/PersonNm1Jonathan Gibbs former
IRS990/Form990PartVIISectionAGrp/PersonNm2Gregory Boro
IRS990/Form990PartVIISectionAGrp/PersonNm3Jonathan Stanton
IRS990/Form990PartVIISectionAGrp/PersonNm4Jeffrey Scott Carwile
IRS990/Form990PartVIISectionAGrp/PersonNm5Vaikath Job
IRS990/Form990PartVIISectionAGrp/PersonNm6Maria Jauregui Vazkuez
IRS990/Form990PartVIISectionAGrp/PersonNm7Nan Chen
IRS990/Form990PartVIISectionAGrp/PersonNm8Paul Kim
IRS990/Form990PartVIISectionAGrp/PersonNm9Bruno Garcia
IRS990/Form990PartVIISectionAGrp/PersonNm10Joyce Lam
IRS990/Form990PartVIISectionAGrp/PersonNm11Yugin Wei
IRS990/Form990PartVIISectionAGrp/PersonNm12Edward Sung
IRS990/Form990PartVIISectionAGrp/PersonNm13Lu Yin
IRS990/Form990PartVIISectionAGrp/PersonNm14Binglie Luo
IRS990/Form990PartVIISectionAGrp/PersonNm15Nathaniel Lee-Luders
IRS990/Form990PartVIISectionAGrp/PersonNm16Qingyu Li
IRS990/Form990PartVIISectionAGrp/PersonNm17Jiemin Liao
IRS990/Form990PartVIISectionAGrp/PersonNm18Ji Gan
IRS990/Form990PartVIISectionAGrp/PersonNm19Amanda Walsh
IRS990/Form990PartVIISectionAGrp/PersonNm20Mohammad Alam Adeel
IRS990/Form990PartVIISectionAGrp/PersonNm21Gerald P Gillespie
IRS990/Form990PartVIISectionAGrp/PersonNm22Semion Lyandres
IRS990/Form990PartVIISectionAGrp/PersonNm23Gianfranco Balsamo
IRS990/Form990PartVIISectionAGrp/PersonNm24Jenifer Stackhouse
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IRS990/Form990PartVIISectionAGrp/TitleTxt0President
IRS990/Form990PartVIISectionAGrp/TitleTxt1officer, Board member
IRS990/Form990PartVIISectionAGrp/TitleTxt2Finance Director
IRS990/Form990PartVIISectionAGrp/TitleTxt3Research leader
IRS990/Form990PartVIISectionAGrp/TitleTxt4Research leader
IRS990/Form990PartVIISectionAGrp/TitleTxt5Research leader
IRS990/Form990PartVIISectionAGrp/TitleTxt6Research leader
IRS990/Form990PartVIISectionAGrp/TitleTxt7Research leader
IRS990/Form990PartVIISectionAGrp/TitleTxt8Research leader
IRS990/Form990PartVIISectionAGrp/TitleTxt9Research leader
IRS990/Form990PartVIISectionAGrp/TitleTxt10Research leader
IRS990/Form990PartVIISectionAGrp/TitleTxt11Research leader
IRS990/Form990PartVIISectionAGrp/TitleTxt12Associate
IRS990/Form990PartVIISectionAGrp/TitleTxt13Associate
IRS990/Form990PartVIISectionAGrp/TitleTxt14Associate
IRS990/Form990PartVIISectionAGrp/TitleTxt15Associate
IRS990/Form990PartVIISectionAGrp/TitleTxt16Associate
IRS990/Form990PartVIISectionAGrp/TitleTxt17Associate
IRS990/Form990PartVIISectionAGrp/TitleTxt18Associate
IRS990/Form990PartVIISectionAGrp/TitleTxt19Associate
IRS990/Form990PartVIISectionAGrp/TitleTxt20Associate
IRS990/Form990PartVIISectionAGrp/TitleTxt21Chairman of the Board
IRS990/Form990PartVIISectionAGrp/TitleTxt22Vice-Chairman Board
IRS990/Form990PartVIISectionAGrp/TitleTxt23Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt24Board Member
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IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt025992

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$22,544,496
Liabilities
$5,927,846
Net assets
$16,616,650
Revenue
$35,028,299
Expenses
$33,213,539
Net income
$1,814,760
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
2020Detailed filing. Detailed filing data is available for this year.$22.5$5.93$16.6$35.0$33.2$1.81
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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