SIMONS LAUFER MATHEMATICAL SCIENCES INSTITUTE: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- SIMONS LAUFER MATHEMATICAL SCIENCES INSTITUTE (EIN 94-2650833)
- Tax period
- 2013-08-01 to 2014-07-31
- Filed
- 2015-06-12
- IRS object ID
- 201541639349300819
- Schema version
- 2013v4.0
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-06-12T13:52:29-05:00 | ReturnTs |
| Tax Period End | 2014-07-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 263839190 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BURR PILGER MAYER INC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2000 UNIVERSITY AVENUE SUITE 201 | AddressLine1 |
| City | EAST PALO ALTO | City |
| State | CA | State |
| ZIP Code | 94303 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-08-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 942650833 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MATHEMATICAL SCIENCES RESEARCH INSTITUTE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MATH | BusinessNameControlTxt |
| Phone | 5106420143 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17 GAUSS WAY | AddressLine1 |
| City | BERKELEY | City |
| State | CA | State |
| ZIP Code | 94720 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID EISENBUD | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 5106420143 | PhoneNum |
| Signature | 2015-06-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CAROLYN R AMSTER | PreparerPersonNm |
| PTIN | P00189994 | PTIN |
| Phone | 6508556800 | PhoneNum |
| Preparation | 2015-06-10 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DAVID EISENBUD | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17 GAUSS WAY | AddressLine1 |
| City | BERKELEY | City |
| State | CA | State |
| ZIP Code | 94720 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $17,654,878 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.MSRI.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1980 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | MSRI FOSTERS MATHEMATICAL RESEARCH BY BRINGING TOGETHER THE FOREMOST MATHEMATICAL SCIENTISTS FROM AROUND THE WORLD IN AN ENVIRONMENT THAT PROMOTES CREATIVE AND EFFECTIVE COLLABORATION. | ActivityOrMissionDesc |
| Voting Members Governing Body | 38 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 34 | VotingMembersIndependentCnt |
| Total Employee | 25 | TotalEmployeeCnt |
| Total Volunteers | 73 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $7,936,945 | PYContributionsGrantsAmt |
| CY Contributions Grants | $12,885,872 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $487,052 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $408,879 | CYProgramServiceRevenueAmt |
| PY Investment Income | $104,004 | PYInvestmentIncomeAmt |
| CY Investment Income | $310,812 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $8,528,001 | PYTotalRevenueAmt |
| CY Total Revenue | $13,605,563 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,492,283 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,647,498 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,877,621 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,751,760 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $224,240 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,040,785 | PYOtherExpensesAmt |
| CY Other Expenses | $3,361,436 | CYOtherExpensesAmt |
| PY Total Expenses | $7,410,689 | PYTotalExpensesAmt |
| CY Total Expenses | $7,760,694 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,117,312 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $5,844,869 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $26,947,871 | TotalAssetsBOYAmt |
| Total Assets EOY | $33,817,959 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $501,486 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $561,227 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $26,446,385 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $33,256,732 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MATHEMATICAL SCIENCES RESEARCH INSTITUTE (MSRI) EXIST TO FURTHER THE ADVANCEMENT AND COMMUNICATION OF FUNDAMENTAL KNOWLEDGE IN MATHEMATICS AND THE MATHEMATICAL SCIENCES, THE DEVELOPMENT OF HUMAN CAPITAL FOR THE GROWTH AND USE OF SUCH KNOWLEDGE, AND THE CULTIVATION IN THE LARGER SOCIETY OF AWARENESS AND APPRECIATION OF THE BEAUTY, POWER AND IMPORTANCE OF MATHEMATICAL IDEAS AND WAYS OF UNDERSTANDING THE WORLD. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $5,258,433 | ExpenseAmt |
| Grant | $2,647,498 | GrantAmt |
| Revenue | $408,879 | RevenueAmt |
| Desc | SCIENTIFIC PROGRAMS: MSRI CONDUCTS BROADLY-BASED RESEARCH PROGRAMS IN THE MATHEMATICAL SCIENCES AND CLOSELY RELATED FIELDS.IN ANY GIVEN YEAR, MSRI CONDUCTS BETWEEN TWO AND FOUR THEMATIC RESEARCH PROGRAMS, EACH LASTING EITHER 5 MONTHS OR 10 MONTHS. EACH SUCH PROGRAM HOSTS 40-100 MATHEMATICAL SCIENTISTS FROM ALL OVER THE WORLD WHOSE RESEARCH CENTERS ON THE PROGRAM'S THEME, DURING WHICH TIME, THEY COLLABORATE ON RESEARCH, CONDUCT SEMINARS AND WORKSHOPS, AND TRAIN AND MENTOR POSTDOCTORAL FELLOWS IN THE DISCIPLINE.MSRI ALSO HOSTS, EACH YEAR, SEVERAL STAND-ALONE WORKSHOPS ON SPECIAL TOPICS, EACH ONE LASTING FOR A PERIOD BETWEEN ONE DAY AND TWO WEEKS AND BRINGING TO MSRI BETWEEN 40 AND 150 PARTICIPANTS. MSRI ALSO COLLABORATES WITH OTHER MATHEMATICS INSTITUTES IN SCIENTIFIC PROGRAMS AND IN ITS EFFORTS TO ENCOURAGE A DIVERSE POPULATION TO PARTICIPATE IN MATHEMATICS RESEARCH PROGRAMS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $819,977 | ExpenseAmt |
| Desc | MATH AND SOCIETY PROGRAMS: MSRI SPONSORS A LARGE NUMBER OF PROGRAMS AND ACTIVITIES WHOSE GOAL IS TO ENHANCE K-12 MATHEMATICS EDUCATION AND TEACHER TRAINING. THESE INCLUDE SUPPORTING SEVERAL MATH CIRCLES (AFTERSCHOOL ACTIVITIES IN MATHEMATICS FOR SCHOOL CHILDREN) IN THE BAY AREA; THE NATIONAL ASSOCIATION OF MATH CIRCLES (WHICH PROMOTES A MATH CIRCLES NATIONWIDE; MATHEMATICS RELATED EVENTS FOR CHILDREN (THE BAY AREA MATHEMATICS OLYMPIAD); CIRCLE ON THE ROAD (A PROGRAM TO FOSTER ESTABLISHMENT OF NEW MATH CIRCLES); CRITICAL ISSUES IN MATHEMATICS EDUCATION (A FORUM FOR EXCHANGE OF IDEAS BETWEEN MATHEMATICS RESEARCHERS AND EDUCATORS).IN ADDITION, EACH YEAR, A SERIES OF FILMS, AND PUBLIC LECTURES AND OTHER EVENTS ARE HOSTED AT MSRI FOR THE PUBLIC. THAT HELPS THE INTERESTED LAY PERSON TO UNDERSTAND THE IMPORTANCE OF MATHEMATICS AND ITS APPLICATIONS IN OUR SOCIETY AND CULTURE AND TO APPRECIATE THE SIGNIFICANT RECENT ADVANCES IN THE DISCIPLINE. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $588,495 | ExpenseAmt |
| Desc | COMPUTING AND COMMUNICATION: MSRI PROVIDES INFORMATION TECHNOLOGY (IT) RESOURCES AND SERVICES TO ITS RESEARCHERS AND THE BROADER MATH COMMUNITY WORLDWIDE. MSRI MAINTAINS AN IT PLATFORM THAT FEATURES THE MOST ADVANCED MATHEMATICAL SOFTWARE AND THAT GRANTS ACCESS TO AND SUPPORTS VIRTUAL COLLABORATIVE RESEARCH AMONGST MATHEMATICIANS AT THE INSTITUTE. MSRI DEVELOPS AND MAINTAINS A VMATH WEBSITE THAT STREAMS VIDEOS OF PAST PROGRAM LECTURES FOR MATHEMATICIANS AND THE GENERAL PUBLIC. ALSO, MSRI DEVELOPED AND CURRENTLY MAINTAINS AND PROMOTES THE NATIONAL ASSOCIATION OF MATH CIRCLES WEBSITE, ENABLING A NATIONWIDE NETWORK OF MATH CIRCLES TO SHARE ONLINE MATH RESOURCES AND TOOLS AND FOR USE IN MATH CIRCLE AFTER-SCHOOL PROGRAMS AND CHILDHOOD EDUCATION. IN ADDITION, MSRI PRODUCES AND DISTRIBUTES DIGITAL VERSIONS OF ITS MOST POPULAR SCIENTIFIC AND PUBLIC EVENTS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $6,666,905 | 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 |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | 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 | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (1) | 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 | Yes (1) | 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 | Yes (1) | 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 | 141 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 25 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| 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 | 38 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 34 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | 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 | 0 | 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 | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEFANIE YURUS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5106429238 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17 GAUSS WAY | AddressLine1 |
| City | BERKELEY | City |
| State | CA | State |
| ZIP Code | 947205070 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (39 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| EDWARD BAKER | ||||||
| SECRETARY AND TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DEBORAH LOEWENBERG BALL | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| GEORGIA BENKART | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ELWYN BERLEKAMP | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BRENDAN HASSETT | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RUTH CHARNEY | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JENNIFER CHAYES | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| NEIL CHRISS | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MAY CHU | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CHARLES FEFFERMAN | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JERRY FIDDLER | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DAN FREED | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JEFF GOODBY | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PHILLIP G GRIFFITHS | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SANFORD GROSSMAN | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARIA M KLAWE | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARK KLEIMAN | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| HENRY LAUFER | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARGARET HOLEN | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DUSA MCDUFF | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PRABHAKAR RAGHAVAN | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CRAIG HUNEKE | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JAMES H SIMONS | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| HUGO SONNENSCHEIN | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ROGER A STRAUCH | ||||||
| CHAIR OF THE BOARD | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| SANDOR STRAUS | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KAREN UHLENBECK | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RONALD KAHN | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ANNA PATTERSON | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ANDREI OKOUNKOV | ||||||
| VICE CHAIR OF THE BOARD | 1.00 | Yes (X) | $0 | $0 | $0 | |
| GIGLIOLA STAFFILANI | ||||||
| EX-OFFICIO TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RICHARD TAYLOR | ||||||
| EX-OFFICIO TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JUDY WALKER | ||||||
| EX-OFFICIO TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MINERVA CORDERO | ||||||
| EX-OFFICIO TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOSE SCHEINKMAN | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID EISENBUD | ||||||
| DIRECTOR FROM 08/1/13 | 40.00 | Yes (X) | Yes (X) | $30,958 | $0 | $3,096 |
| HELENE BARCELO | ||||||
| DEPUTY DIRECTOR | 40.00 | Yes (X) | Yes (X) | $196,595 | $0 | $33,464 |
| EVA TARDOS | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| STEFANIE YURUS | ||||||
| CONTROLLER | 40.00 | Yes (X) | Yes (X) | $113,492 | $0 | $32,436 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $341,045 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $68,996 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UPTIME USA LLC | BusinessNameLine1 |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | MT DIABLO BLVD SUITE A130 | AddressLine1 |
| City | LAFAYETTE | City |
| State | CA | State |
| ZIP Code | 94549 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | IT CONSULTING | ServicesDesc |
| Compensation | $397,705 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $5,565,230 | GovernmentGrantsAmt |
| All Other Contributions | $7,320,642 | AllOtherContributionsAmt |
| Noncash Contributions | $583,820 | NoncashContributionsAmt |
| Total Contributions | $12,885,872 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACADEM.SVC FEES&OTHER | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $408,879 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $408,879 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $408,879 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $188,876 | TotalRevenueColumnAmt |
| Exclusion | $188,876 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,171,251 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,049,315 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $121,936 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $121,936 | TotalRevenueColumnAmt |
| Exclusion | $121,936 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $13,605,563 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $408,879 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $310,812 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,275,764 | TotalAmt |
| Program Services | $1,275,764 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,371,734 | TotalAmt |
| Program Services | $1,371,734 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $512,645 | TotalAmt |
| Program Services | $283,735 | ProgramServicesAmt |
| Management And General | $198,011 | ManagementAndGeneralAmt |
| Fundraising | $30,899 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $847,641 | TotalAmt |
| Program Services | $502,487 | ProgramServicesAmt |
| Management And General | $266,404 | ManagementAndGeneralAmt |
| Fundraising | $78,750 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,080 | TotalAmt |
| Program Services | $50,975 | ProgramServicesAmt |
| Management And General | $9,469 | ManagementAndGeneralAmt |
| Fundraising | $4,636 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $233,069 | TotalAmt |
| Program Services | $163,162 | ProgramServicesAmt |
| Management And General | $68,663 | ManagementAndGeneralAmt |
| Fundraising | $1,244 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $93,325 | TotalAmt |
| Program Services | $62,396 | ProgramServicesAmt |
| Management And General | $21,961 | ManagementAndGeneralAmt |
| Fundraising | $8,968 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,505 | TotalAmt |
| Management And General | $47,505 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,218 | TotalAmt |
| Program Services | $7,508 | ProgramServicesAmt |
| Management And General | $4,720 | ManagementAndGeneralAmt |
| Fundraising | $3,990 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $139,589 | TotalAmt |
| Program Services | $82,622 | ProgramServicesAmt |
| Management And General | $20,301 | ManagementAndGeneralAmt |
| Fundraising | $36,666 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $185,177 | TotalAmt |
| Program Services | $162,955 | ProgramServicesAmt |
| Management And General | $20,370 | ManagementAndGeneralAmt |
| Fundraising | $1,852 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $203,885 | TotalAmt |
| Program Services | $182,380 | ProgramServicesAmt |
| Management And General | $12,435 | ManagementAndGeneralAmt |
| Fundraising | $9,070 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $649,774 | TotalAmt |
| Program Services | $584,557 | ProgramServicesAmt |
| Management And General | $59,782 | ManagementAndGeneralAmt |
| Fundraising | $5,435 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,310 | TotalAmt |
| Program Services | $26,118 | ProgramServicesAmt |
| Management And General | $2,926 | ManagementAndGeneralAmt |
| Fundraising | $266 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| WORKSHOP EXPENSES | $894,920 | $865,303 | $10,272 | $19,345 |
| PURCHASED SERVICES | $824,664 | $811,514 | $3,640 | $9,510 |
| GOVERNANCE COMMITTEES E | $141,596 | $63,098 | $78,498 | $0 |
| EQUIPMENT, SUPPLIES AND | $70,821 | $70,821 | $0 | $0 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $157,977 | TotalAmt |
| Program Services | $99,776 | ProgramServicesAmt |
| Management And General | $44,592 | ManagementAndGeneralAmt |
| Fundraising | $13,609 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,760,694 | TotalAmt |
| Program Services | $6,666,905 | ProgramServicesAmt |
| Management And General | $869,549 | ManagementAndGeneralAmt |
| Fundraising | $224,240 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $914 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,516,950 | BOYAmt |
| EOY | $3,754,157 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,948,821 | BOYAmt |
| EOY | $4,508,556 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,352 | BOYAmt |
| EOY | $5,425 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,919 | BOYAmt |
| EOY | $14,018 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $17,328,031 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $6,778,468 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,942,579 | BOYAmt |
| EOY | $10,549,563 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,502,639 | BOYAmt |
| EOY | $11,346,160 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,008,611 | BOYAmt |
| EOY | $3,639,166 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,947,871 | BOYAmt |
| EOY | $33,817,959 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $393,013 | BOYAmt |
| EOY | $490,853 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $108,473 | BOYAmt |
| EOY | $70,374 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $501,486 | BOYAmt |
| EOY | $561,227 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,514,497 | BOYAmt |
| EOY | $11,372,135 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,568,705 | BOYAmt |
| EOY | $5,990,712 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,363,183 | BOYAmt |
| EOY | $15,893,885 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,446,385 | BOYAmt |
| EOY | $33,256,732 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,947,871 | BOYAmt |
| EOY | $33,817,959 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $5,844,869 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $965,478 | 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 | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,668,794 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,233,905 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,500,875 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,936,945 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,885,872 | CurrentTaxYearAmt |
| Total | $40,226,391 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,668,794 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,233,905 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,500,875 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,936,945 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,885,872 | CurrentTaxYearAmt |
| Total | $40,226,391 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $9,508,789 | SubstantialContributorsTotAmt |
| Public Support Total170 | $30,717,602 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $84,024 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $82,123 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $176,667 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $138,973 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $188,876 | CurrentTaxYearAmt |
| Total | $670,663 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $40,897,054 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $2,045,285 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.75110 | PublicSupportCY170Pct |
| Public Support PY170 | 0.80080 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $14,111,232 | BeginningYearBalanceAmt |
| Contributions | $2,530,702 | ContributionsAmt |
| Investment Earnings Or Losses | $1,276,111 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $143,676 | OtherExpendituresAmt |
| End Year Balance | $17,774,369 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $12,025,725 | BeginningYearBalanceAmt |
| Contributions | $1,354,359 | ContributionsAmt |
| Investment Earnings Or Losses | $1,170,539 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $439,391 | OtherExpendituresAmt |
| End Year Balance | $14,111,232 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,739,579 | BeginningYearBalanceAmt |
| Contributions | $1,682,517 | ContributionsAmt |
| Investment Earnings Or Losses | -$394,371 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,000 | OtherExpendituresAmt |
| End Year Balance | $12,025,725 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,515,267 | BeginningYearBalanceAmt |
| Contributions | $2,207,723 | ContributionsAmt |
| Investment Earnings Or Losses | $150,534 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $10,873,524 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,386,968 | BeginningYearBalanceAmt |
| Contributions | $86,633 | ContributionsAmt |
| Investment Earnings Or Losses | $44,561 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,895 | OtherExpendituresAmt |
| End Year Balance | $8,515,267 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.01370 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.89420 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.09210 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $12,936,920 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,363,629 | DepreciationAmt |
| Book Value | $8,573,291 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,391,111 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,414,839 | DepreciationAmt |
| Book Value | $1,976,272 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $10,549,563 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ALTERNATIVE INVESTMENTS | Desc |
| Book Value | $3,639,166 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $3,639,166 | TotalBookValueSecuritiesAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $14,582,031 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $965,478 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $10,990 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $976,468 | RevenueNotReportedAmt |
| Revenue Subtotal | $13,605,563 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $13,605,563 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $7,771,684 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $10,990 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $10,990 | ExpensesNotReportedAmt |
| Expenses Subtotal | $7,760,694 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $7,760,694 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | ENDOWMENTS ARE HELD TO SUPPORT THE WORK OF RESEARCH PROFESSORS, POSTDOCTORAL SCHOLARS, AND MATHEMATICS CIRCLE PROGRAMS. |
| PART X, LINE 2: | THE INTERNAL REVENUE SERVICE HAS DETERMINED THAT THE INSTITUTE IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3). THE FRANCHISE TAX BOARD HAS DETERMINED THAT THE INSTITUTE IS EXEMPT FROM STATE INCOME TAXES UNDER THE CALIFORNIA REVENUE AND TAXATION CODE SECTION 23701(D). AS A RESULT, THE INSTITUTE IS EXEMPT FROM PAYING INCOME TAXES, AND THUS NO PROVISION FOR INCOME TAXES HAS BEEN REFLECTED IN THESE FINANCIAL STATEMENTS. HOWEVER, INCOME FROM ACTIVITIES NOT RELATED TO THE INSTITUTE'S TAX-EXEMPT PURPOSE MAY BE SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. FOLLOWING THE ACCOUNTING GUIDANCE FOR UNCERTAIN TAX POSITIONS, MANAGEMENT CONCLUDED THERE ARE NO UNCERTAIN TAX POSITIONS AT JULY 31, 2014 AND 2013. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | CENTRAL AMERICA AND THE CARIBBEAN | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | INVESTMENTS | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $2,896,607 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $2,896,607 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $2,896,607 | TotalSpentAmt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (9 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|---|
| STIPENDS FOR RESEARCHERS, PER DIEM AND TRAVEL EXPENSE REIMBURSEMENTS | NORTH AMERICA | 43 | $140,475 | CHECK, WIRE |
| STIPENDS FOR RESEARCHERS, PER DIEM AND TRAVEL EXPENSE REIMBURSEMENTS | RUSSIA AND NEIGHBORING STATES | 19 | $66,381 | CHECK, WIRE |
| STIPENDS FOR RESEARCHERS, PER DIEM AND TRAVEL EXPENSE REIMBURSEMENTS | CENTRAL AMERICA AND THE CARIBBEAN | 5 | $2,648 | CHECK, WIRE |
| STIPENDS FOR RESEARCHERS, PER DIEM AND TRAVEL EXPENSE REIMBURSEMENTS | EAST ASIA AND THE PACIFIC | 112 | $141,972 | CHECK, WIRE |
| STIPENDS FOR RESEARCHERS, PER DIEM AND TRAVEL EXPENSE REIMBURSEMENTS | EUROPE (INCLUDING ICELAND & GREENLAND) | 247 | $859,382 | CHECK, WIRE |
| STIPENDS FOR RESEARCHERS, PER DIEM AND TRAVEL EXPENSE REIMBURSEMENTS | MIDDLE EAST AND NORTH AFRICA | 22 | $67,679 | CHECK, WIRE |
| STIPENDS FOR RESEARCHERS, PER DIEM AND TRAVEL EXPENSE REIMBURSEMENTS | SOUTH AMERICA | 21 | $73,131 | CHECK, WIRE |
| STIPENDS FOR RESEARCHERS, PER DIEM AND TRAVEL EXPENSE REIMBURSEMENTS | SOUTH ASIA | 17 | $10,145 | CHECK, WIRE |
| STIPENDS FOR RESEARCHERS, PER DIEM AND TRAVEL EXPENSE REIMBURSEMENTS | SUB-SAHARAN AFRICA | 8 | $9,922 | CHECK, WIRE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | 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 | FORM 990, SCHEDULE F, PART V: | FormAndLineReferenceDesc |
| Explanation | THE GRANTS WERE PAID TO THE FOREIGN INDIVIDUALS DURING THEIR VISITS TO THE UNITED STATES. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | STIPENDS, PER DIEM AND TRAVEL REIMBURSMENT | GrantTypeTxt |
| Recipient | 464 | RecipientCnt |
| Cash Grant | $1,275,764 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | MSRI REQUIRES SUBMISSION OF TRAVEL RECEIPTS BEFORE REIMBURSING THE GRANTEES' EXPENSES. IN ADDITION, FOR NATIONAL SECURITY GRANTS, VERIFICATION OF THE RECIPIENTS' UNITED STATES CITIZENSHIP IS OBTAINED. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Discretionary Spending Acct | Yes (X) | DiscretionarySpendingAcctInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HELENE BARCELO | PersonNm |
| Title | DEPUTY DIRECTOR | TitleTxt |
| Base Compensation Filing Org | $196,595 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $19,443 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $14,021 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $230,059 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE J, PART I, LINE 1A: | FormAndLineReferenceDesc |
| Explanation | MSRI OFFERS A MONETARY TRAVEL ALLOWANCE TO INCENT SUCCESSFUL JOB CANDIDATES TO ACCEPT THEIR OFFER. THE ANNUAL COST OF SPOUSAL TRAVEL ALLOWANCE RECEIVED BY THE DEPUTY DIRECTOR WAS $2,162.20. THE SPOUSAL TRAVEL ALLOWANCE AMOUNTS WERE FULLY INCLUDED IN THE TAXABLE INCOME OF THE RECIPIENTS. | ExplanationTxt |
Schedule M IRS990ScheduleM
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $25,326 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $558,491 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | SOME OF THE DIRECTORS HAVE CAREERS AS INVESTORS AND FELLOW DIRECTORS HOLD INVESTMENTS IN FUNDS THEY MANAGE. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 IS DISTRIBUTED TO THE FINANCE COMMITTEE FOR REVIEW. COMMITTEE MEMBERS PROVIDE FEEDBACK AND CHANGES TO CONTENT IN THE FORM 990 DIRECTLY TO THE CONTROLLER. ALL CHANGES ARE REFLECTED IN THE FORM 990 BY THE CONTROLLER PRIOR TO FILING THE FORM 990 WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12 | CONFLICT OF INTEREST STATEMENTS ARE PROVIDED TO THE BOARD OF TRUSTEES AT THE ANNUAL TRUSTEE MEETING. THE BOARD OF TRUSTEES SIGN AND RETURN THE COMPLETED FORMS FOR REVIEW. CONFLICTS OF INTERESTED THAT ARE IDENTIFIED ARE ADDRESSED AT THAT TIME. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE OPERATIONS MANAGER PREPARES AND SUBMITS A COMPARATIVE SALARY ANALYSIS FOR EACH OFFICER LEVEL POSITION TO THE COMPENSATION COMMITTEE FOR REVIEW. BASED ON REVIEW, THE STEERING COMMITTEE SUBMITS A RECOMMENDATION FOR APPROVAL OF OFFICER COMPENSATION BY THE BOARD OF TRUSTEE. KEY EMPLOYEE COMPENSATION IS AUTHORIZED BY THE DIRECTOR AND APPROVED BY THE BOARD OF TRUSTEES IN THE ANNUAL BUDGETING PROCESS. |
| FORM 990, PART VI, SECTION C, LINE 19 | DOCUMENTS ARE MADE AVAILABLE UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 7,508. MANAGEMENT AND GENERAL EXPENSES 4,720. FUNDRAISING EXPENSES 3,990. TOTAL EXPENSES 16,218. |
| FORM 990, PART XII, LINE 2C | NO CHANGE IN THE AUDIT COMMITTEE'S OVERSIGHT PROCESS. |
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