PUBLIC LIBRARY OF SCIENCE: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- PUBLIC LIBRARY OF SCIENCE (EIN 68-0492065)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-10-17
- IRS object ID
- 201832909349300903
- Schema version
- 2017v2.3
- 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 | 2018-10-17T09:43:56-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 2017-01-01 | 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 | 1160 BATTERY STREET NO 225 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94111 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD HEWITT | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 4156241200 | PhoneNum |
| Signature | 2018-10-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KATY BROWN | PreparerPersonNm |
| PTIN | P00650274 | PTIN |
| Phone | 9257902600 | PhoneNum |
| Preparation | 2018-10-16 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 66.70.122.36 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-10-16 | IPDt |
| IP Tm | 13:45:57 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | A2EF7C6B3EF9173E0A95C57244F2B1B86FE486B2 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2018-06-14 16:35:46Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | RICHARD HEWITT | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1160 BATTERY STREET NO 225 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $41,780,694 | 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 | 210 | TotalEmployeeCnt |
| Total Volunteers | 8311 | TotalVolunteersCnt |
| Total Gross UBI | $292,800 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $7,215 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,732 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $37,357,740 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $35,375,666 | CYProgramServiceRevenueAmt |
| PY Investment Income | -$315,917 | PYInvestmentIncomeAmt |
| CY Investment Income | $715,628 | CYInvestmentIncomeAmt |
| PY Other Revenue | $339,112 | PYOtherRevenueAmt |
| CY Other Revenue | $96,412 | CYOtherRevenueAmt |
| PY Total Revenue | $37,388,150 | PYTotalRevenueAmt |
| CY Total Revenue | $36,192,438 | 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 | $21,911,293 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $22,281,610 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $17,127,717 | PYOtherExpensesAmt |
| CY Other Expenses | $16,210,669 | CYOtherExpensesAmt |
| PY Total Expenses | $39,039,010 | PYTotalExpensesAmt |
| CY Total Expenses | $38,492,279 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,650,860 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$2,299,841 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $34,744,489 | TotalAssetsBOYAmt |
| Total Assets EOY | $21,016,206 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $4,953,660 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,048,117 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $29,790,829 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $16,968,089 | 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 | $30,547,894 | ExpenseAmt |
| Revenue | $35,092,866 | RevenueAmt |
| Desc | SCIENCE AND MEDICAL PUBLISHING ARE THE CORE OF PLOS PROGRAM EXPENSE AT OVER $30 MILLION. THE SCOPE OF PLOS JOURNALS 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.(CONTINUED ON SCHEDULE O). 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. IN 2017 PLOS FOCUSED ON EASING AND MODERNIZING PROCESSES FOR OUR INTERNATIONAL COMMUNITY OF CONTRIBUTORS TO MORE QUICKLY BRING WORK TO THE PUBLIC; EXPANDING OPPORTUNITIES FOR AUTHORS AND READERS TO PARTICIPATE IN THE SCIENTIFIC DISCOURSE; AND UPDATING POLICIES AND PRACTICES TO IMPROVE RECOGNITION, CREDIT AND REPRODUCIBILITY. THE FOLLOWING ARE KEY HIGHLIGHTS FROM OUR WORK IN 2017: WE PROVIDED AUTHORS BETTER WAYS TO SHARE AND GET CREDIT FOR LABORATORY RESEARCH METHODS THROUGH A PARTNERSHIP WITH PROTOCOLS.IO. UNIQUE DOIS FOR METHODS ON PROTOCOLS.IO CAN BE INCLUDED IN SUBMISSIONS, ALLOWING REVIEWERS AND EDITORS ACCESS TO THE PROTOCOLS DURING PEER REVIEW TO ACCELERATE THE PROCESS AND ENHANCE REPRODUCIBILITY. WE MADE PROGRESS TOWARDS A NETWORKED ECOSYSTEM WITH MORE THAN 100,000 AUTHENTICATED ORCID USERS IN OUR SYSTEM. ORCID ENABLES CONNECTIONS BETWEEN PUBLICATIONS, GRANTS AND RESEARCHERS, AND PROVIDES ACCURATE RECOGNITION, APPROPRIATE CREDIT AND EASIER DISCOVERY OF AUTHORS' WORK BY POTENTIAL COLLABORATORS, FUNDERS AND EMPLOYERS. WE STRENGTHENED FUTURE DISCOVERABILITY, DISTRIBUTION AND USE OF CITED REFERENCES WITHIN ARTICLES AS A FOUNDING SIGNATORY OF THE INITIATIVE FOR OPEN CITATIONS (IOC4), A COLLABORATION WITH OPEN CITATIONS, THE WIKIMEDIA FOUNDATION, ELIFE, DATACITE, AND THE CENTRE FOR CULTURE AND TECHNOLOGY AT CURTIN UNIVERSITY TO PROMOTE UNRESTRICTED AVAILABILITY OF CITATION DATA. WE EXPANDED OUR COLLECTIONS PROGRAM IN ORDER TO ENHANCE DISCOVERY AND UNDERSTANDING OF RELATED RESEARCH AND INSPIRE NEW CONNECTIONS BETWEEN DISPARATE WORK. THESE CURATED COLLECTIONS OF ARTICLES NOW INCLUDE KEY COLLECTIONS ON TRAFFICKING, EXPLOITATION AND HEALTH; CHALLENGES IN ENVIRONMENTAL HEALTH; AND PARTICIPATORY MONITORING FOR FORESTS, CLIMATE AND REDD+. WE CONTINUED DEVELOPMENT OF PLOS MEDICINE SPECIAL ISSUES, BRINGING TOGETHER ORIGINAL RESEARCH AND COMMENTARY ON PRIORITY TOPICS IN HUMAN HEALTH UNDER THE GUIDANCE OF EXPERT GUEST EDITORS IN ORDER TO RAISE BROAD AWARENESS AND ACCELERATE PROGRESS IN FOCUS AREAS. FEATURED TOPICS INCLUDE CARDIOVASCULAR DISEASE; ADVANCES IN HIV PREVENTION, TREATMENT AND CURE; TRAUMATIC INJURY; AND DEMENTIA: ACROSS THE LIFESPAN & AROUND THE GLOBE. WE FOSTERED DISCOVERY, EXPLORATION AND CONTEXTUAL INSIGHTS BY COMBINING CURATED, QUALITY RESEARCH; FACTUAL NEWS FROM RELIABLE WEB SOURCES; AND EXPERT COMMENTARY VIA PLOS CHANNELS. IN 2017, WE EXPANDED THE PROGRAM WITH THE LAUNCH OF CHANNELS ON CHOLERA, TUBERCULOSIS, RESPONDING TO CLIMATE CHANGE, AND DISEASE FORECASTING & SURVEILLANCE. WE CONTINUED OUR PUBLICATION FEE ASSISTANCE PROGRAMS, DESIGNED TO OVERCOME BARRIERS TO IMMEDIATE AVAILABILITY, ACCESS AND USE OF RESEARCH. IN 2017 PLOS PROVIDED $2.1 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 | $30,547,894 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | 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 |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| 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 With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | 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 | 106 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 210 | 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 |
| 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 | SUSAN AU DIRECTOR OF FINANCE AND ACCOUNTING | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4156241200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1160 BATTERY STREET NO 225 | 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 | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| MICHAEL W CARROLL | |||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| MICHAEL B EISEN | |||||||||
| BOARD MEMBER/CO-FOUNDER | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| DAVID LIDDLE | |||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| ROBIN LOVELL-BADGE | |||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| MEREDITH T NILES | |||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| JENNY MACHIDA | |||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| GARY E WARD | |||||||||
| BOARD CHAIR | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| ALISON MUDDITT | |||||||||
| CEO (START JUN 2017) | 40.00 | Yes (X) | $185,590 | $0 | $17,698 | Yes (X) | |||
| RICHARD HEWITT | |||||||||
| CFO/INTERIM CEO | 40.00 | $345,408 | $0 | $31,849 | Yes (X) | ||||
| RAY CAMPBELL | |||||||||
| GENERAL COUNSEL & SECRETAR | 40.00 | $198,237 | $0 | $19,840 | Yes (X) | ||||
| CATHERINE RAYHILL | |||||||||
| CHIEF TECHNOLOGY OFFICER | 40.00 | $290,925 | $0 | $31,013 | Yes (X) | ||||
| VERONIQUE KIEMER | |||||||||
| EXECUTIVE DIRECTOR | 40.00 | $305,377 | $0 | $24,864 | Yes (X) | ||||
| LOUISE PAGE | |||||||||
| PUBLISHER | 40.00 | $321,662 | $0 | $10,800 | Yes (X) | ||||
| HELEN ATKINS | |||||||||
| DIRECTOR, PUBLISHING SERVI | 40.00 | $199,774 | $0 | $14,172 | Yes (X) | ||||
| SUSAN AU | |||||||||
| DIRECTOR OF FINANCE/INTERIM CFO | 40.00 | $209,149 | $0 | $14,592 | Yes (X) | ||||
| NICHOLAS PETERSON | |||||||||
| DIRECTOR SOFTWARE DEVELOPM | 40.00 | $203,529 | $0 | $27,106 | Yes (X) | ||||
| LAURENCE PEIPERL | |||||||||
| CHIEF EDITOR | 40.00 | $188,059 | $0 | $22,180 | Yes (X) | ||||
| PAULA CARTER | |||||||||
| DIRECTOR, PMO | 40.00 | $178,446 | $0 | $13,929 | Yes (X) | ||||
| ELIZABETH MARINCOLA | |||||||||
| FORMER CEO (THRU DEC 2016) | 0.00 | $362,020 | $0 | $1,000 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,988,176 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $229,043 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 59 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | 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 | Province Or StateContractorAddress/ForeignAddress/ProvinceOrStateNm | CountryContractorAddress/ForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|
| APEX COVANTAGE LLC | |||||||||
| 198 VAN BUREN STREET 200 PRESIDENT | HERNDON | VA | 20170 | COMPOSITION | $1,768,138 | ||||
| KAUFMAN WILLS FUSTING & COMPANY | |||||||||
| 1010 STREEPER ST S | BALTIMORE | MD | 21224 | EDITORIAL SERVICES | $1,737,573 | ||||
| EDITORIAL OFFICE LTD | |||||||||
| EDITORIAL SERVICES | $1,559,225 | 2I LION CLOSE RG25 3HL | OVERTON | HAMPSHIRE | UK | ||||
| MUTUALLY HUMAN SOFTWARE LLC | |||||||||
| 401 HALL SW SUITE 430 | GRAND RAPIDS | MI | 49503 | SOFTWARE DEVELOPMENT | $1,451,821 | ||||
| J&J EDITORIAL | |||||||||
| 201 SHANNON OAKS CIR 124 | CARY | NC | 27511 | EDITORIAL SERVICES | $1,358,293 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 21 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $4,732 | AllOtherContributionsAmt |
| Total Contributions | $4,732 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| PUBLICATION FEES, NET | 519130 | $34,832,837 | $34,832,837 | |
| ADVERTISING | 519130 | $292,800 | $292,800 | |
| CO-DEV REV | 519130 | $165,000 | $165,000 | |
| REPRINTS | 519130 | $85,029 | $85,029 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $35,375,666 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $478,129 | TotalRevenueColumnAmt |
| Exclusion | $478,129 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $86,412 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $86,412 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $86,412 | TotalRevenueColumnAmt |
| Exclusion | $86,412 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,825,755 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,548,986 | SecuritiesAmt |
| Other | $39,270 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $276,769 | SecuritiesAmt |
| Other | -$39,270 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $237,499 | TotalRevenueColumnAmt |
| Exclusion | $237,499 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $10,000 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $10,000 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $10,000 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $36,192,438 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $35,092,866 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $292,800 | UnrelatedBusinessRevenueAmt |
| Exclusion | $802,040 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,146,283 | TotalAmt |
| Program Services | $1,641,736 | ProgramServicesAmt |
| Management And General | $504,547 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,316,385 | TotalAmt |
| Program Services | $12,480,740 | ProgramServicesAmt |
| Management And General | $3,835,645 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,361,624 | TotalAmt |
| Program Services | $1,806,455 | ProgramServicesAmt |
| Management And General | $555,169 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,457,318 | TotalAmt |
| Program Services | $1,114,733 | ProgramServicesAmt |
| Management And General | $342,585 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,823 | TotalAmt |
| Management And General | $35,823 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,898 | TotalAmt |
| Management And General | $64,898 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,451 | TotalAmt |
| Management And General | $24,451 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,222,872 | TotalAmt |
| Program Services | $851,297 | ProgramServicesAmt |
| Management And General | $371,575 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $373,526 | TotalAmt |
| Program Services | $373,526 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $660,259 | TotalAmt |
| Program Services | $216,593 | ProgramServicesAmt |
| Management And General | $443,666 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,264,180 | TotalAmt |
| Program Services | $841,557 | ProgramServicesAmt |
| Management And General | $422,623 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,710,544 | TotalAmt |
| Program Services | $1,343,013 | ProgramServicesAmt |
| Management And General | $367,531 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $890,414 | TotalAmt |
| Program Services | $571,899 | ProgramServicesAmt |
| Management And General | $318,515 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $601,450 | TotalAmt |
| Program Services | $472,221 | ProgramServicesAmt |
| Management And General | $129,229 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $98,495 | TotalAmt |
| Program Services | $77,332 | ProgramServicesAmt |
| Management And General | $21,163 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| PRODUCTION COSTS | $8,567,099 | $8,567,099 | |
| TRAINING & RECRUITMENT | $474,734 | $15,451 | $459,283 |
| OTHER EXPENSES | $221,924 | $174,242 | $47,682 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,492,279 | TotalAmt |
| Program Services | $30,547,894 | ProgramServicesAmt |
| Management And General | $7,944,385 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,306,108 | BOYAmt |
| EOY | $912,832 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $280,747 | BOYAmt |
| EOY | $175,976 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,902,852 | BOYAmt |
| EOY | $1,718,422 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,497 | BOYAmt |
| EOY | $59,089 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $775,280 | BOYAmt |
| EOY | $996,267 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $4,957,649 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,655,876 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,139,000 | BOYAmt |
| EOY | $1,301,773 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,274,603 | BOYAmt |
| EOY | $15,843,445 | 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 | $34,744,489 | BOYAmt |
| EOY | $21,016,206 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,072,923 | BOYAmt |
| EOY | $2,548,678 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $513,967 | BOYAmt |
| EOY | $432,649 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,366,770 | BOYAmt |
| EOY | $1,066,790 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,953,660 | BOYAmt |
| EOY | $4,048,117 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,790,829 | BOYAmt |
| EOY | $16,968,089 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,790,829 | BOYAmt |
| EOY | $16,968,089 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,744,489 | BOYAmt |
| EOY | $21,016,206 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$2,299,841 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $641,143 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$11,164,042 | 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 | $445,110 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $81,797 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $208,446 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,215 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,732 | CurrentTaxYearAmt |
| Total | $747,300 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $45,540,615 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $44,310,230 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $42,343,985 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $36,882,826 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $35,082,866 | CurrentTaxYearAmt |
| Total | $204,160,522 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $45,985,725 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $44,392,027 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $42,552,431 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $36,890,041 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $35,087,598 | CurrentTaxYearAmt |
| Total | $204,907,822 | 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 | $204,907,822 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $719,523 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,077,267 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,180,467 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $933,692 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $564,541 | CurrentTaxYearAmt |
| Total | $4,475,490 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $72,456 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus2 Years | $3,498 | CurrentTaxYearMinus2YearsAmt |
| Total | $75,954 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $791,979 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,077,267 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,183,965 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $933,692 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $564,541 | CurrentTaxYearAmt |
| Total | $4,551,444 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $688 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,698 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $832 | CurrentTaxYearMinus2YearsAmt |
| Total | $4,218 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $46,778,392 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $45,471,992 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $43,737,228 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $37,823,733 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $35,652,139 | CurrentTaxYearAmt |
| Total | $209,463,484 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.97830 | PublicSupportCY509Pct |
| Public Support PY509 | 0.97830 | PublicSupportPY509Pct |
| Investment Income CY | 0.02170 | InvestmentIncomeCYPct |
| Investment Income PY | 0.02170 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | 0 | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $1,742 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $1,742 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | PLOS PARTICIPATED IN THE NET NEUTRALITY CAMPAIGN THAT WAS ORGANIZED BY FIGHT FOR THE FUTURE ORGANIZATION WHICH INVOLVED MANY PARTICIPATING INTERNET ORGANIZATIONS JOINING ITS CAUSE. PLOS CREATED AN AWARENESS POP UP MESSAGE ON OUR WEBSITE AS PART OF THE ONE DAY CAMPAIGN EFFORT RELEASED ON JULY 12, 2017. ANYONE WHO ACTIVELY CLICKS ON THE POP UP MESSAGE IS DIRECTED TO MAIN ORGANIZER'S WEBSITE FOR MORE INFORMATION AND CALL FOR ACTION. | ExplanationTxt |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,099,251 | OtherCostOrOtherBasisAmt |
| Depreciation | $715,311 | DepreciationAmt |
| Book Value | $383,940 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,868,564 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,950,731 | DepreciationAmt |
| Book Value | $917,833 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $989,834 | OtherCostOrOtherBasisAmt |
| Depreciation | $989,834 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,301,773 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED PAYROLL LIABILITIES | Desc |
| Amt | $1,066,790 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,066,790 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $36,778,206 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $641,143 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$55,375 | OtherRevenueAmt |
| Revenue Not Reported | $585,768 | RevenueNotReportedAmt |
| Revenue Subtotal | $36,192,438 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $36,192,438 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $38,492,279 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $38,492,279 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $38,492,279 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 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: | LOSS ON EXCHANGE RATE -55,375. |
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 | 1 | OfficesCnt |
| Employee | 48 | EmployeeCnt |
| Type Of Activities Conducted | PROGRAM SERVICES | TypeOfActivitiesConductedTxt |
| Specific Services Provided | EDITORIAL SUPPORT TO SERVE U.S. OPERATIONS. | SpecificServicesProvidedTxt |
| Region Total Expenditures | $3,681,154 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 1 | SubtotalOfficesCnt |
| Subtotal Employees | 48 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 1 | TotalOfficeCnt |
| Total Employee | 48 | TotalEmployeeCnt |
| Subtotal Spent | $3,681,154 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $3,681,154 | 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 |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| 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 | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (12 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 | ||||||||||||||
| CEO (START JUN 2017) | $185,590 | $0 | $0 | $0 | $0 | $0 | $7,577 | $0 | $10,121 | $0 | $203,288 | $0 | $0 | $0 |
| RICHARD HEWITT | ||||||||||||||
| CFO/INTERIM CEO | $326,608 | $0 | $18,800 | $0 | $0 | $0 | $10,800 | $0 | $21,049 | $0 | $377,257 | $0 | $0 | $0 |
| RAY CAMPBELL | ||||||||||||||
| GENERAL COUNSEL & SECRETAR | $191,954 | $0 | $6,283 | $0 | $0 | $0 | $7,527 | $0 | $12,313 | $0 | $218,077 | $0 | $0 | $0 |
| CATHERINE RAYHILL | ||||||||||||||
| CHIEF TECHNOLOGY OFFICER | $276,213 | $0 | $14,712 | $0 | $0 | $0 | $10,800 | $0 | $20,213 | $0 | $321,938 | $0 | $0 | $0 |
| VERONIQUE KIEMER | ||||||||||||||
| EXECUTIVE DIRECTOR | $287,869 | $0 | $17,508 | $0 | $0 | $0 | $10,800 | $0 | $14,064 | $0 | $330,241 | $0 | $0 | $0 |
| LOUISE PAGE | ||||||||||||||
| PUBLISHER | $295,649 | $0 | $26,013 | $0 | $0 | $0 | $10,800 | $0 | $0 | $0 | $332,462 | $0 | $0 | $0 |
| HELEN ATKINS | ||||||||||||||
| DIRECTOR, PUBLISHING SERVI | $193,421 | $0 | $6,353 | $0 | $0 | $0 | $7,777 | $0 | $6,395 | $0 | $213,946 | $0 | $0 | $0 |
| SUSAN AU | ||||||||||||||
| DIRECTOR OF FINANCE/INTERIM CFO | $202,712 | $0 | $6,437 | $0 | $0 | $0 | $8,197 | $0 | $6,395 | $0 | $223,741 | $0 | $0 | $0 |
| NICHOLAS PETERSON | ||||||||||||||
| DIRECTOR SOFTWARE DEVELOPM | $196,633 | $0 | $6,896 | $0 | $0 | $0 | $8,170 | $0 | $18,936 | $0 | $230,635 | $0 | $0 | $0 |
| LAURENCE PEIPERL | ||||||||||||||
| CHIEF EDITOR | $182,181 | $0 | $5,878 | $0 | $0 | $0 | $7,007 | $0 | $15,173 | $0 | $210,239 | $0 | $0 | $0 |
| PAULA CARTER | ||||||||||||||
| DIRECTOR, PMO | $172,737 | $0 | $5,709 | $0 | $0 | $0 | $7,030 | $0 | $6,899 | $0 | $192,375 | $0 | $0 | $0 |
| ELIZABETH MARINCOLA | ||||||||||||||
| FORMER CEO (THRU DEC 2016) | $0 | $0 | $0 | $0 | $362,020 | $0 | $1,000 | $0 | $0 | $0 | $363,020 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 4A | FormAndLineReferenceDesc |
| Explanation | ELIZABETH MARINCOLA RECEIVED SEVERANCE PAYMENT OF $362,020 RELATING TO TERMINATED EMPLOYMENT ENDING DEC 31, 2016. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1 | PLOS (PUBLIC LIBRARY OF SCIENCE) IS A LEADING NONPROFIT OPEN ACCESS (OA) PUBLISHER DEDICATED TO ACCELERATING PROGRESS IN SCIENCE AND MEDICINE BY LEADING A TRANSFORMATION IN HOW RESEARCHERS COMMUNICATE WITH ONE ANOTHER AND THE PUBLIC. THE PLOS SUITE OF JOURNALS CONTAINS RIGOROUSLY PEER-REVIEWED OA RESEARCH ARTICLES FROM ALL AREAS OF SCIENCE AND MEDICINE, TOGETHER WITH EXPERT COMMENTARY AND ANALYSIS. PLOS BELIEVES SCIENTIFIC IDEAS AND DISCOVERIES ARE A PUBLIC GOOD AND SUPPORTS OA TO MAKE SCIENTIFIC ARTICLES IMMEDIATELY AND FREELY AVAILABLE TO READERS WITHOUT CHARGE OR OTHER BARRIERS. WE SEEK TO OPTIMIZE THE OPENNESS AND INTEGRITY OF THE PUBLICATION PROCESS TO ENSURE THAT RESEARCH OUTCOMES ARE DISCOVERABLE, ACCESSIBLE AND AVAILABLE FOR DISCUSSION AND THAT SCIENCE COMMUNICATION IS CONSTRUCTIVE, TRANSPARENT AND VERIFIABLE. WE STRIVE TO IMPLEMENT POLICIES AND INNOVATIONS THAT PROMOTE REPRODUCIBILITY, CREDIT AND ACCOUNTABILITY IN ORDER TO FOSTER A CULTURE OF OPEN SCIENCE, WITH OPEN DATA, EARLY SHARING OF WORK AND CLEAR CONTRIBUTOR RECOGNITION. OUR WORK IN THESE AREAS IS SUPPORTED BY THE EFFORTS OF A HIGHLY DIVERSE, INTERNATIONAL COMMUNITY OF SCIENTIFIC RESEARCHERS FROM HUNDREDS OF RESEARCH AREAS WHO PUBLISH AND REVIEW RIGOROUS RESEARCH OF ALL TYPES, ENSURING THAT IT IS MADE ACCESSIBLE TO THE WORLD. SINCE 2003, PLOS HAS PUBLISHED MORE THAN 216,000 ARTICLES. IN 2017 ALONE PLOS PUBLISHED MORE THAN 23,000 RESEARCH ARTICLES DOCUMENTING THE OBSERVATIONS AND DISCOVERIES OF A DIVERSE SCIENTIFIC COMMUNITY. A GLOBAL POOL OF MORE THAN 7,000 ACADEMIC EDITORS AND 75,000 REVIEWERS CONTRIBUTED 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. THESE DOCUMENTS ARE ALSO POSTED ON OUR WEBSITE. |
| FORM 990, PART XI, LINE 9: | LOSS ON EXCHANGE RATE -55,375. IMPAIRMENT OF CAPITALIZED SOFTWARE -11,108,667. |
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