PUBLIC LIBRARY OF SCIENCE: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- PUBLIC LIBRARY OF SCIENCE (EIN 68-0492065)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-15
- IRS object ID
- 202233199349309178
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-15T11:00:15-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 946214841 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARMANINO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12657 ALCOSTA BLVD STE 500 | AddressLine1Txt |
| City | SAN RAMON | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 945834600 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 680492065 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PUBLIC LIBRARY OF SCIENCE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PUBL | BusinessNameControlTxt |
| Phone | 4156241200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1265 BATTERY STREET STE 200 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94111 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATHRYN MOTONAGA | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 4156241200 | PhoneNum |
| Signature | 2022-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | KATHRYN | PersonFirstNm |
| Person Last | MOTONAGA | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KATY BROWN | PreparerPersonNm |
| PTIN | P00650274 | PTIN |
| Phone | 9257902600 | PhoneNum |
| Preparation | 2022-11-11 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | KATHYRN MOTONAGA | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1265 BATTERY STREET STE 200 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $42,646,152 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.PLOS.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2001 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | PLEASE SEE SCHEDULE O FOR COMPLETE DESCRIPTION OF THE ORGANIZATION'S MISSION. | ActivityOrMissionDesc |
| Voting Members Governing Body | 8 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 7 | VotingMembersIndependentCnt |
| Total Employee | 156 | TotalEmployeeCnt |
| Total Volunteers | 11000 | TotalVolunteersCnt |
| Total Gross UBI | $277,534 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $74,271 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $60,366 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,574,373 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $32,747,234 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $34,399,920 | CYProgramServiceRevenueAmt |
| PY Investment Income | $428,897 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,165,406 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,318 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $33,237,815 | PYTotalRevenueAmt |
| CY Total Revenue | $38,139,699 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $18,774,597 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $19,868,916 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $12,320,632 | PYOtherExpensesAmt |
| CY Other Expenses | $12,645,627 | CYOtherExpensesAmt |
| PY Total Expenses | $31,095,229 | PYTotalExpensesAmt |
| CY Total Expenses | $32,514,543 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,142,586 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $5,625,156 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $22,062,668 | TotalAssetsBOYAmt |
| Total Assets EOY | $24,530,446 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $7,229,308 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,498,245 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $14,833,360 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $20,032,201 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | PLEASE SEE SCHEDULE O FOR COMPLETE DESCRIPTION OF THE ORGANIZATION'S MISSION. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $27,640,485 | ExpenseAmt |
| Revenue | $34,122,386 | RevenueAmt |
| Desc | SCIENCE AND MEDICAL PUBLISHING ARE THE CORE OF PLOS PROGRAM EXPENSE AT OVER $28 MILLION. THE ACTIVITIES INVOLVED IN OUR PUBLISHING OPERATION INCLUDE: EDITORIAL AND PRODUCTION WORK - RECEIPT AND TRIAGE OF SUBMISSIONS; PERFORMING/COORDINATING THEIR PEER REVIEW; AND PRODUCTION AND ONLINE PUBLICATION OF ACCEPTED ARTICLES. MARKETING AND OUTREACH - PROMOTING ARTICLES AND INVITING SUBMISSIONS, INCREASING AWARENESS AND UNDERSTANDING OF OPEN SCIENCE BENEFITS AND PRACTICES, PROMOTING INITIATIVES SUCH AS CALLS FOR PAPERS, AND CREATING RESOURCES FOR AUTHORS AND REVIEWERS. PUBLISHING ETHICS - HANDLING ETHICAL AND SCIENTIFIC CONCERNS INVOLVING SUBMISSIONS AND PUBLISHED ARTICLES. ENGAGEMENT WITH RESEARCH COMMUNITIES (E.G. BY ATTENDING/ORGANIZING CONFERENCES/EVENTS/WORKSHOPS) - TO ENSURE THE JOURNALS AND THEIR POLICIES REFLECT THE RESEARCH INTERESTS AND VALUES OF THESE FIELDS AND COMMUNITIES. MEDIA - COLLABORATING WITH AUTHORS, INSTITUTIONS, SCIENCE MEDIA CENTERS AND JOURNALISTS TO COMMUNICATE RESEARCH TO BOTH SCIENTISTS AND SOCIETY. THE SCOPE OF PLOS JOURNALS PUBLISHING IN 2021 INCLUDES: PLOS ONE, THE FIRST MULTIDISCIPLINARY OA JOURNAL PUBLISHING ALL TECHNICALLY VALID AND ETHICAL RESEARCH, REGARDLESS OF ANTICIPATED IMPACT. PLOS BIOLOGY, PUBLISHING ARTICLES OF EXCEPTIONAL SIGNIFICANCE, ORIGINALITY AND RELEVANCE IN ALL AREAS OF BIOLOGICAL SCIENCE, FROM MOLECULES TO ECOSYSTEMS TO DATA-DRIVEN META-RESEARCH. PLOS MEDICINE, WITH ARTICLES IN ALL AREAS OF MEDICAL SCIENCE, CLINICAL PRACTICE AND HEALTH POLICY INCLUDING A VARIETY OF STUDY DESIGNS. PLOS COMPUTATIONAL BIOLOGY, PUBLISHING WORK THAT FURTHERS THE UNDERSTANDING OF LIVING SYSTEMS AT ALL SCALES THROUGH THE APPLICATION OF COMPUTATIONAL METHODS. PLOS GENETICS, FOCUSED ON ORIGINAL CONTRIBUTIONS IN GENETICS AND GENOMICS THAT REFLECT THE FULL BREADTH, INTERDISCIPLINARY NATURE AND IMPACT OF THESE FIELDS ON SCIENCE AND MEDICINE. PLOS NEGLECTED TROPICAL DISEASES, THE FIRST JOURNAL SOLELY DEVOTED TO CHRONIC AND POVERTY-PROMOTING INFECTIOUS DISEASES, PUBLISHES RESEARCH ON ALL ASPECTS OF NTDS. PLOS PATHOGENS, FIRST OA JOURNAL FOR BREAKTHROUGHS IN UNDERSTANDING PATHOGENS AND THEIR INTERACTIONS WITH HOST ORGANISMS. PLOS GLOBAL PUBLIC HEALTH, A NEW HOME FOR DIVERSE RESEARCH ADDRESSING GLOBAL PUBLIC HEALTH CHALLENGES AND INEQUITIES (LAUNCHED IN 2021) JOURNALS OPEN FOR SUBMISSION IN 2021: PLOS CLIMATE, PUBLISHING RESEARCH THAT ADDRESSES THE CAUSES AND EFFECTS OF CLIMATE CHANGE AND DYNAMICS. PLOS DIGITAL HEALTH, PUBLISHING RESEARCH THAT ADVANCES HEALTHCARE THROUGH DIGITAL TOOLS, TECHNOLOGIES, AND DATA SCIENCE. PLOS SUSTAINABILITY AND TRANSFORMATION, PUBLISHING LEADING RESEARCH THAT DRIVES PROGRESS TOWARDS SUSTAINABILITY OF OUR RENEWABLE RESOURCES, ECONOMY, AND SOCIETY. PLOS WATER, A NEW HOME FOR ALL RESEARCH RELATED TO WATER AS A VITAL RESOURCE FOR PEOPLE AND THE PLANET.IN ADDITION TO MANAGING THE ABOVE PORTFOLIO OF JOURNALS, IN 2021 PLOS CONTINUED ITS FOCUS ON TWO BROAD AREAS: (1) OPEN SCIENCE PRACTICES AND INITIATIVES AROUND TRANSPARENCY, RECOGNITION, EXPANDED OPPORTUNITIES FOR PEER REVIEW, FIGHTING PUBLICATION BIAS, AND REPRODUCIBILITY; AND (2) DEVELOPING MORE EQUITABLE BUSINESS MODELS TO ENABLE A DIVERSE AND SUSTAINABLE PUBLISHING ECOSYSTEM. WE ALSO BEGAN EXPANDING OUR CAPACITY TO LEARN FROM DIVERSE RESEARCH COMMUNITIES ACROSS THE GLOBE TO CO-CREATE SOLUTIONS FOR A MORE OPEN, EFFECTIVE, AND FAIR RESEARCH ECOSYSTEM. THE FOLLOWING ARE KEY HIGHLIGHTS FROM OUR WORK IN 2021: PLOS ESTABLISHED OUR SCIENTIFIC ADVISORY COUNCIL COMPRISED OF ACTIVE RESEARCHERS WITH DIVERSE PERSPECTIVES TO HELP US SHAPE OUR EFFORTS TO PROMOTE OPEN SCIENCE, GLOBALLY. PLOS LAUNCHED FIVE NEW JOURNALS SHAPED BY OPEN SCIENCE AND ADDRESSING CRITICAL GLOBAL HEALTH AND ENVIRONMENTAL CHALLENGES FROM MULTI-DISCIPLINARY, GLOBAL PERSPECTIVES. WE CONTINUED TO GROW OUR PARTNERSHIPS WITH INSTITUTIONS UNDER OUR COMMUNITY ACTION PUBLISHING AND FLAT FEE MODELS TO REDUCE OR ELIMINATE AUTHOR PUBLICATION FEES. OUR COMMUNITY ACTION PUBLISHING MODEL, SUPPORTING PLOS BIOLOGY, PLOS MEDICINE, AND PLOS SUSTAINABILITY AND TRANSFORMATION IN EQUITABLY DISTRIBUTING THE COST OF SELECTIVE OPEN ACCESS PUBLISHING, RECEIVED THE APLSP INNOVATION IN PUBLISHING AWARD. IN SUPPORT OF OUR NEW JOURNALS, WE ALSO DEVELOPED AND LAUNCHED A NEW MODEL, GLOBAL EQUITY, WHICH PROVIDES REGIONALLY EQUITABLE PRICING FOR INSTITUTIONS TO SUPPORT OPEN ACCESS PUBLISHING BASED ON THEIR COUNTRY'S ECONOMY AS DEFINED BY WORLD BANK TIERS. WE CONTINUED OUR WORK TO ADVANCE ADOPTION OF OPEN SCIENCE PRACTICES AS WELL AS REFINE AND DEVELOP NEW SERVICES FOR AUTHORS. WE INTRODUCED TWO NEW OPTIONS FOR PUBLISHED PROTOCOLS AT PLOS ONE THAT ENHANCE REPRODUCIBILITY AND TRANSPARENCY OF RESEARCH METHODS, AND AN ENHANCED CODE POLICY AT PLOS COMPUTATIONAL BIOLOGY REQUIRING CODE UNDERLYING A STUDY'S FINDINGS TO BE MADE OPENLY ACCESSIBLE. WE DEVELOPED A NEW POLICY, INCLUSION IN GLOBAL RESEARCH, ADOPTED ACROSS ALL PLOS JOURNALS TO COMBAT PARACHUTE SCIENCE BY IMPROVING TRANSPARENCY IN THE REPORTING OF RESEARCH THAT IS CONDUCTED IN OTHER COUNTRIES OR COMMUNITIES. WE PARTNERED WITH TRAINING CENTER IN COMMUNICATION (TCC AFRICA) TO ENSURE THAT THE INTERESTS AND VALUES OF AFRICAN RESEARCH COMMUNITIES ARE REPRESENTED IN PLOS PUBLICATIONS, POLICIES, AND SERVICES AND TO ENSURE THAT OPEN SCIENCE PRACTICES ARE CO-CREATED BY LOCAL COMMUNITIES AT A GLOBAL SCALE, HELPING US ALL TO REBUILD THE SYSTEM BETTER. PLOS UNDERTOOK SEVERAL RESEARCH PROJECTS TO FACILITATE DEEPER UNDERSTANDING OF OUR SCHOLARLY PUBLISHING SYSTEM, INCLUDING INVESTIGATIONS INTO HOW RESEARCHERS ASSESS CREDIBILITY AND IMPACT, THEIR MOTIVATIONS FOR SHARING OPEN DATA, AND CHALLENGES FUNDERS AND INSTITUTIONS FACE UNDERSTANDING THEIR RESEARCHERS' OPEN SCIENCE PRACTICES. ALL OUR FINDINGS ARE PUBLICLY AVAILABLE. PLOS CONTINUED TO PARTICIPATE IN THE PLAN S PRICE & SERVICE TRANSPARENCY FRAMEWORK, PUBLICLY REPORTING OUR PRICING BREAKDOWN ON OUR BLOG. PLOS CONTINUED OUR PUBLICATION FEE ASSISTANCE PROGRAMS, DESIGNED TO OVERCOME BARRIERS TO IMMEDIATE AVAILABILITY, ACCESS AND USE OF RESEARCH. IN 2021 PLOS PROVIDED $3.3 MILLION IN PARTIAL OR FULL ARTICLE PROCESSING CHARGE (APC) WAIVERS TO AUTHORS. THIS MAJOR PROGRAM EXPENSE, WHICH APPEARS AS A CONTRA-REVENUE FOR FINANCIAL REPORTING PURPOSES, DEMONSTRATES OUR SUPPORT TO SCIENCE AND THE GLOBAL RESEARCH COMMUNITY. | Desc |
| Total Program Service Expenses | $27,640,485 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | Yes (1) | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 79 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 156 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | UK | ForeignCountryCd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 8 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 7 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KATHRYN MOTONAGA CFO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4156241200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1265 BATTERY STREET STE 200 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94111 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| MEREDITH T NILES | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| JENNY MACHIDA | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| ALASTAIR ADAM | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| SURESH BHAT | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| SIMINE VAZIRE | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| KEITH YAMAMOTO | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| FERNAN FEDERICI | ||||||||
| BOARD MEMBER (START 09/21) | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| ALISON MUDDITT | ||||||||
| CHIEF EXECUTIVE OFFICER | 40.00 | Yes (X) | $433,152 | $0 | $38,803 | Yes (X) | ||
| TODOR I GRIGOROV | ||||||||
| CHIEF FINANCIAL OFFICER | 40.00 | $161,237 | $0 | $4,683 | Yes (X) | |||
| KATHRYN MOTONAGA | ||||||||
| CHIEF FINANCIAL OFFICER (START 07/21) | 40.00 | $124,733 | $0 | $6,743 | Yes (X) | |||
| VERONIQUE KIERMER | ||||||||
| PUBLISHER & EXEC EDITOR | 40.00 | $299,881 | $0 | $34,366 | Yes (X) | |||
| REBEKAH DARKSMITH | ||||||||
| CHIEF MARKETING OFFICER | 40.00 | $264,884 | $0 | $31,264 | Yes (X) | |||
| KRISTINA MARTIN | ||||||||
| CHIEF PEOPLE & CULTURE | 40.00 | $254,896 | $0 | $27,954 | Yes (X) | |||
| NIAMH O'CONNOR | ||||||||
| CHIEF PUBLISHING OFFICER | 40.00 | $198,295 | $0 | $32,866 | Yes (X) | |||
| CLARE E DEAN | ||||||||
| DIR, JOURNAL MKT & OUTREACH | 40.00 | $191,601 | $0 | $38,801 | Yes (X) | |||
| AARON DODDS | ||||||||
| DIRECTOR PRODUCT MGMT | 40.00 | $218,904 | $0 | $19,121 | Yes (X) | |||
| MIDORI BAER | ||||||||
| DIRECTOR OF PUBLISHING SERVICES | 40.00 | $119,855 | $0 | $23,399 | Yes (X) | |||
| CHRISTIAN A HAUMESSER | ||||||||
| DIR, PLATFORM & ENGINEERING (LEFT 08/21) | 40.00 | $153,671 | $0 | $12,612 | Yes (X) | |||
| VIKAS THAKKER | ||||||||
| CHIEF DIGITAL OFFICER (LEFT 11/21) | 40.00 | $298,833 | $0 | $28,828 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,719,942 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $299,440 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 32 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt | Address Line1ContractorAddress/ForeignAddress/AddressLine1Txt | CityContractorAddress/ForeignAddress/CityNm | CountryContractorAddress/ForeignAddress/CountryCd | Foreign PostalContractorAddress/ForeignAddress/ForeignPostalCd | Province Or StateContractorAddress/ForeignAddress/ProvinceOrStateNm |
|---|---|---|---|---|---|---|---|---|---|---|
| APEX COVANTAGE LLC | ||||||||||
| 4045 SHERIDAN AVENUE SUITE 266 | MIAMI | FL | 33140 | COMPOSITION | $1,778,900 | |||||
| EDITORIAL OFFICE LTD | ||||||||||
| EDITORIAL SERVICES | $1,060,077 | AVEBURY HOUSE 6 ST PETER ST | WINCHESTER | UK | SO23 8BN | |||||
| CLARIVATE ANALYTICS (US) LLC | ||||||||||
| 1500 SPRING GARDEN STREET | PHILADELPHIA | PA | 19130 | AUTHOR CONNECT SERVICES | $890,374 | |||||
| ARIES SYSTEMS CORPORATION | ||||||||||
| 50 HIGH STREET SUITE 21 | NORTH ANDOVER | MA | 01845 | MANUSCRIPT SUBMISSION AND TRACKING SYSTE | $776,090 | |||||
| SPI TECHNOLOGIES INC | ||||||||||
| TECHNOLOGY SERVICES | $632,844 | SPI GLOBAL BUILDING PASCOR DRIVE | PARANAQUE | RP | 1704 | MANILA | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 15 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $2,573,660 | GovernmentGrantsAmt |
| All Other Contributions | $713 | AllOtherContributionsAmt |
| Total Contributions | $2,574,373 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| PUBLICATION FEES, NET | 519130 | $32,402,344 | $32,402,344 | |
| SUBSCRIPTIONS | 519130 | $1,717,083 | $1,717,083 | |
| ADVERTISING | 519130 | $277,534 | $277,534 | |
| REPRINTS | 519130 | $2,959 | $2,959 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $34,399,920 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $612,076 | TotalRevenueColumnAmt |
| Exclusion | $612,076 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,059,583 | SecuritiesAmt |
| Other | $200 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,504,729 | SecuritiesAmt |
| Other | $1,724 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $554,854 | SecuritiesAmt |
| Other | -$1,524 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $553,330 | TotalRevenueColumnAmt |
| Exclusion | $553,330 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $38,139,699 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $34,122,386 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $277,534 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,165,406 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,966,264 | TotalAmt |
| Program Services | $1,759,188 | ProgramServicesAmt |
| Management And General | $207,076 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,627,706 | TotalAmt |
| Program Services | $12,340,525 | ProgramServicesAmt |
| Management And General | $2,287,181 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $340,000 | TotalAmt |
| Program Services | $304,193 | ProgramServicesAmt |
| Management And General | $35,807 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,597,015 | TotalAmt |
| Program Services | $1,428,827 | ProgramServicesAmt |
| Management And General | $168,188 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,337,931 | TotalAmt |
| Program Services | $1,197,028 | ProgramServicesAmt |
| Management And General | $140,903 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $119,825 | TotalAmt |
| Program Services | $67,478 | ProgramServicesAmt |
| Management And General | $52,347 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $86,170 | TotalAmt |
| Program Services | $48,526 | ProgramServicesAmt |
| Management And General | $37,644 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,921 | TotalAmt |
| Management And General | $20,921 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $884,269 | TotalAmt |
| Program Services | $497,967 | ProgramServicesAmt |
| Management And General | $386,302 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,163,013 | TotalAmt |
| Program Services | $1,163,013 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,278,537 | TotalAmt |
| Program Services | $460,736 | ProgramServicesAmt |
| Management And General | $817,801 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,576,272 | TotalAmt |
| Program Services | $1,408,991 | ProgramServicesAmt |
| Management And General | $167,281 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,167,385 | TotalAmt |
| Program Services | $1,086,000 | ProgramServicesAmt |
| Management And General | $81,385 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $127,763 | TotalAmt |
| Program Services | $87,068 | ProgramServicesAmt |
| Management And General | $40,695 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $150,524 | TotalAmt |
| Program Services | $140,030 | ProgramServicesAmt |
| Management And General | $10,494 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $102,084 | TotalAmt |
| Program Services | $94,967 | ProgramServicesAmt |
| Management And General | $7,117 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| PRODUCTION COSTS | $5,525,683 | $5,525,683 | |
| TRAINING & RECRUITMENT | $441,805 | $30,265 | $411,540 |
| MISCELLANEOUS EXPENSE | $1,376 | $1,376 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,514,543 | TotalAmt |
| Program Services | $27,640,485 | ProgramServicesAmt |
| Management And General | $4,874,058 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,724,775 | BOYAmt |
| EOY | $1,818,982 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $175,976 | BOYAmt |
| EOY | $175,976 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,153,521 | BOYAmt |
| EOY | $5,894,599 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $64,140 | BOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,138,285 | BOYAmt |
| EOY | $852,456 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $4,033,290 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,476,625 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $93,302 | BOYAmt |
| EOY | $556,665 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,704,267 | BOYAmt |
| EOY | $15,223,366 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,402 | BOYAmt |
| EOY | $8,402 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,062,668 | BOYAmt |
| EOY | $24,530,446 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,110,669 | BOYAmt |
| EOY | $3,773,160 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $340,956 | BOYAmt |
| EOY | $535,944 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,777,683 | BOYAmt |
| EOY | $189,141 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,229,308 | BOYAmt |
| EOY | $4,498,245 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,833,360 | BOYAmt |
| EOY | $20,032,201 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,833,360 | BOYAmt |
| EOY | $20,032,201 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,062,668 | BOYAmt |
| EOY | $24,530,446 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $5,625,156 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$426,315 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,732 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,606 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $158,006 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $60,366 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,574,373 | CurrentTaxYearAmt |
| Total | $2,801,083 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $35,082,866 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $31,689,229 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $29,850,566 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $32,485,530 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $34,122,386 | CurrentTaxYearAmt |
| Total | $163,230,577 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $35,087,598 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $31,692,835 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $30,008,572 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $32,545,896 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $36,696,759 | CurrentTaxYearAmt |
| Total | $166,031,660 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $166,031,660 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $564,541 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $414,755 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $421,974 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $415,255 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $612,076 | CurrentTaxYearAmt |
| Total | $2,428,601 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $564,541 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $414,755 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $421,974 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $415,255 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $612,076 | CurrentTaxYearAmt |
| Total | $2,428,601 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $35,652,139 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $32,107,590 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $30,430,546 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $32,961,151 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $37,308,835 | CurrentTaxYearAmt |
| Total | $168,460,261 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.98560 | PublicSupportCY509Pct |
| Public Support PY509 | 0.98370 | PublicSupportPY509Pct |
| Investment Income CY | 0.01440 | InvestmentIncomeCYPct |
| Investment Income PY | 0.01630 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $615,885 | OtherCostOrOtherBasisAmt |
| Depreciation | $357,269 | DepreciationAmt |
| Book Value | $258,616 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,469,587 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,171,538 | DepreciationAmt |
| Book Value | $298,049 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $947,818 | OtherCostOrOtherBasisAmt |
| Depreciation | $947,818 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $556,665 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED RENT | Desc |
| Amt | $189,141 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $189,141 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $37,691,087 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$426,315 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$1,376 | OtherRevenueAmt |
| Revenue Not Reported | -$427,691 | RevenueNotReportedAmt |
| Revenue Subtotal | $38,118,778 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $20,921 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $20,921 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $38,139,699 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $32,492,246 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $32,492,246 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $20,921 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $1,376 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $22,297 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $32,514,543 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | PLOS HAS RECEIVED NOTIFICATION FROM THE INTERNAL REVENUE SERVICE AND THE STATE OF CALIFORNIA THAT IT QUALIFIES FOR TAX-EXEMPT STATUS UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND SECTION 27301D OF THE CALIFORNIA REVENUE AND TAXATION CODE. THE EXEMPTIONS ARE SUBJECT TO PERIODIC REVIEW BY THE FEDERAL AND STATE TAXING AUTHORITIES, AND MANAGEMENT IS CONFIDENT THAT PLOS CONTINUES TO SATISFY ALL FEDERAL AND STATE STATUTES IN ORDER TO QUALIFY FOR CONTINUED TAX EXEMPTION STATUS. PLOS MAY PERIODICALLY RECEIVE UNRELATED BUSINESS INCOME (SUCH AS ADVERTISING INCOME, ETC.) REQUIRING PLOS TO FILE SEPARATE TAX RETURNS UNDER FEDERAL AND STATE STATUTES. PLOS ALSO HAS CERTAIN TRANSACTIONS REQUIRING THE PAYMENT OF ADDITIONAL EMPLOYER TAXES TO HM REVENUE AND CUSTOMS IN THE U.K. UNDER SUCH CONDITIONS, PLOS CALCULATES AND ACCRUES THE APPLICABLE TAXES. PLOS IS NOT SUBJECT TO EXAMINATION BY TAXING AUTHORITIES, NOR WAS FOR ANY PRIOR YEARS. PLOS ASSESSES TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN AGAINST MORE-LIKELY-THAN-NOT RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTES FOR FINANCIAL STATEMENT RECOGNITION. BASED ON AN ANALYSIS PREPARED BY PLOS, IT WAS DETERMINED THAT PLOS BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | MOVING NEGATIVE ROYALTY INCOME -1,376. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | MOVING NEGATIVE ROYALTY INCOME TO MISC EXPENSE 1,376. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | RegionTxt |
| Offices | 2 | OfficesCnt |
| Employee | 69 | EmployeeCnt |
| Type Of Activities Conducted | PROGRAM SERVICES | TypeOfActivitiesConductedTxt |
| Specific Services Provided | EDITORIAL SUPPORT TO SERVE U.S. OPERATIONS. | SpecificServicesProvidedTxt |
| Region Total Expenditures | $4,492,646 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 2 | SubtotalOfficesCnt |
| Subtotal Employees | 69 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 2 | TotalOfficeCnt |
| Total Employee | 69 | TotalEmployeeCnt |
| Subtotal Spent | $4,492,646 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $4,492,646 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART III ACCOUNTING METHOD: | FormAndLineReferenceDesc |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (10 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ALISON MUDDITT | ||||||||||||||
| CHIEF EXECUTIVE OFFICER | $397,652 | $0 | $35,500 | $0 | $0 | $0 | $16,189 | $0 | $22,614 | $0 | $471,955 | $0 | $0 | $0 |
| VERONIQUE KIERMER | ||||||||||||||
| PUBLISHER & EXEC EDITOR | $295,490 | $0 | $3,538 | $0 | $853 | $0 | $11,752 | $0 | $22,614 | $0 | $334,247 | $0 | $0 | $0 |
| VIKAS THAKKER | ||||||||||||||
| CHIEF DIGITAL OFFICER (LEFT 11/21) | $202,583 | $0 | $25,000 | $0 | $71,250 | $0 | $7,439 | $0 | $21,389 | $0 | $327,661 | $0 | $0 | $0 |
| REBEKAH DARKSMITH | ||||||||||||||
| CHIEF MARKETING OFFICER | $261,346 | $0 | $3,538 | $0 | $0 | $0 | $8,650 | $0 | $22,614 | $0 | $296,148 | $0 | $0 | $0 |
| KRISTINA MARTIN | ||||||||||||||
| CHIEF PEOPLE & CULTURE | $251,358 | $0 | $3,538 | $0 | $0 | $0 | $9,552 | $0 | $18,402 | $0 | $282,850 | $0 | $0 | $0 |
| AARON DODDS | ||||||||||||||
| DIRECTOR PRODUCT MGMT | $216,366 | $0 | $1,538 | $0 | $1,000 | $0 | $8,839 | $0 | $10,282 | $0 | $238,025 | $0 | $0 | $0 |
| NIAMH O'CONNOR | ||||||||||||||
| CHIEF PUBLISHING OFFICER | $194,800 | $0 | $3,495 | $0 | $0 | $0 | $8,946 | $0 | $23,920 | $0 | $231,161 | $0 | $0 | $0 |
| CLARE E DEAN | ||||||||||||||
| DIR, JOURNAL MKT & OUTREACH | $189,063 | $0 | $1,538 | $0 | $1,000 | $0 | $7,265 | $0 | $31,536 | $0 | $230,402 | $0 | $0 | $0 |
| CHRISTIAN A HAUMESSER | ||||||||||||||
| DIR, PLATFORM & ENGINEERING (LEFT 08 | $152,133 | $0 | $1,538 | $0 | $0 | $0 | $6,186 | $0 | $6,426 | $0 | $166,283 | $0 | $0 | $0 |
| TODOR I GRIGOROV | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $157,699 | $0 | $3,538 | $0 | $0 | $0 | $3,709 | $0 | $974 | $0 | $165,920 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 4A | IN 2021, VIKAS THAKKER, CHIEF DIGITAL OFFICER RECEIVED A SEVERANCE PAYMENT OF $71,250. |
| PART I, LINE 7 | THE ORGANIZATION'S OFFICERS RECEIVE NON-FIXED BONUS PAYMENTS. THESE AMOUNTS ARE BASED ON BOARD APPROVAL. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1 | PLOS (PUBLIC LIBRARY OF SCIENCE) IS A NONPROFIT LEADING A TRANSFORMATION IN RESEARCH COMMUNICATION. WE PUBLISH A SUITE OF OPEN ACCESS JOURNALS, AND WORK ALONGSIDE RESEARCH COMMUNITIES TO BREAK DOWN BARRIERS IN MAKING RESEARCH COMMUNICATION MORE OPEN, EFFECTIVE, AND FAIR. WE HAVE BEEN BREAKING BOUNDARIES SINCE OUR FOUNDING IN 2001. PLOS JOURNALS PROPELLED THE MOVEMENT FOR OA ALTERNATIVES TO SUBSCRIPTION JOURNALS. WE ESTABLISHED THE FIRST MULTI-DISCIPLINARY PUBLICATION INCLUSIVE OF ALL EXCELLENT RESEARCH REGARDLESS OF NOVELTY OR IMPACT AND DEMONSTRATED THE IMPORTANCE OF OPEN DATA AVAILABILITY. WE CONTINUE TO ADVOCATE FOR AND PUSH THE BOUNDARIES OF OPEN SCIENCE IN ORDER TO STRENGTHEN THE FOUNDATION OF KNOWLEDGE FROM WHICH WE ALL ADVANCE. PLOS' OPEN ACCESS JOURNALS COVER ALL AREAS OF SCIENCE, MEDICINE AND RELATED SOCIAL SCIENCES. RIGOROUSLY REPORTED, PEER REVIEWED, AND IMMEDIATELY AVAILABLE WITHOUT RESTRICTIONS, THE JOURNALS PROMOTE THE WIDEST READERSHIP AND IMPACT POSSIBLE. WE STRIVE TO IMPLEMENT POLICIES AND INNOVATIONS THAT PROMOTE REPRODUCIBILITY, CREDIT, AND ACCOUNTABILITY TO FOSTER A CULTURE OF OPEN SCIENCE. OUR WORK IN THESE AREAS IS SUPPORTED BY THE EFFORTS OF A DIVERSE, INTERNATIONAL COMMUNITY OF SCIENTIFIC RESEARCHERS FROM HUNDREDS OF RESEARCH AREAS WHO PUBLISH AND REVIEW RIGOROUS RESEARCH OF ALL TYPES. SINCE 2003, PLOS HAS PUBLISHED MORE THAN 300,000 RESEARCH ARTICLES. IN 2021 ALONE PLOS PUBLISHED MORE THAN 20,000 RESEARCH ARTICLES DOCUMENTING THE OBSERVATIONS AND DISCOVERIES OF A DIVERSE SCIENTIFIC COMMUNITY. THOUSANDS OF RESEARCHERS ACROSS THE GLOBE DEDICATED THEIR TIME AS ACADEMIC EDITORS AND REVIEWERS TO BRINGING THIS WORK TO THE PUBLIC. |
| FORM 990, PART VI, SECTION B, LINE 11B | FORM 990 IS PREPARED BY AN OUTSIDE TAX PROFESSIONAL WITH ASSISTANCE FROM THE ORGANIZATION. THE FORM IS THEN REVIEWED BY THE CFO AND MEMBERS FROM THE AUDIT COMMITTEE. AFTER REVIEW AND MODIFICATIONS WHERE NECESSARY, THE FINAL VERSION OF THE TAX RETURN IS PROVIDED TO THE BOARD OF DIRECTORS. THE CFO SIGNS AND FILES ALL REQUIRED TAX FILINGS. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE GENERAL COUNSEL AND SECRETARY OVERSEES THE ANNUAL CONFLICT OF INTEREST DISCLOSURE PROCESS. A COMMITTEE OF THE BOARD OF DIRECTORS REVIEWS ALL POTENTIAL CONFLICTS OF INTEREST AT LEAST ANNUALLY. THE CEO AND ALL BOARD MEMBERS ARE REQUIRED TO DISCLOSE (IN WRITING) POTENTIAL CONFLICTS AND ANY RELATED PARTY AFFILIATIONS. LOANS BETWEEN THE ORGANIZATION AND MEMBERS OF MANAGEMENT AND THE BOARD ARE STRICTLY PROHIBITED. THE ORGANIZATION SEEKS FULL TRANSPARENCY ON ALL RELATIONSHIPS. ANY POTENTIAL CONFLICTS (IN FACT OR APPEARANCE) ARE DISCUSSED OPENLY AND RESOLVED IN ACCORDANCE WITH THE ORGANIZATION'S POLICIES AND PROCEDURES. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS REVIEWS THE COMPENSATION OF ALL HIGH-LEVEL PERSONNEL ANNUALLY IN ACCORDANCE WITH IRS RULES AND REGULATIONS. EFFORTS ARE MADE TO SECURE COMPENSATION DATA FROM INDUSTRY SOURCES IN ORDER TO DETERMINE COMPETITIVENESS AND APPROPRIATENESS OF SALARIES AND BENEFITS. EVERY EFFORT IS MADE TO ENSURE THAT THE PROCESS IS THOROUGH AND TRANSPARENT IN ACCORDANCE WITH APPROPRIATE GOVERNANCE AND REGULATORY COMPLIANCE. THIS IS PERFORMED ANNUALLY AND THE PROCESS IS MANAGED BY THE HR DIRECTOR. REVIEW ENCOMPASSES CEO, CFO, EXECUTIVES AND KEY EMPLOYEES. |
| FORM 990, PART VI, SECTION C, LINE 19 | PLOS MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. THESE DOCUMENTS ARE ALSO POSTED ON OUR WEBSITE. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PLOS GMBH | BusinessNameLine1Txt |
Foreign Address ForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | EDISONSTRABE 63 HAUS A 1 ETAGE | AddressLine1Txt |
| City | BERLIN | CityNm |
| Country | GM | CountryCd |
| Foreign Postal | 12459 | ForeignPostalCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | RESEARCH | PrimaryActivitiesTxt |
| Legal Domicile Foreign Country | GM | LegalDomicileForeignCountryCd |
| Total Income | -$73,169 | TotalIncomeAmt |
| End Of Year Assets | $33,593 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PUBLIC LIBRARY OF SCIENCE | BusinessNameLine1Txt |