Totals
- Total revenue
- $11,410,848
- Total expenses
- $15,398,513
- Contributions and grants received
- $8,380,780
- Grants paid
- $152,665
- Program service revenue
- $1,889,573
- Investment income
- $1,140,495
- Other revenue
- $0
- Total assets, end of year
- $86,579,005
- Total liabilities, end of year
- $3,460,529
- Net assets or fund balances, end of year
- $83,118,476
- Program services expenses (Part IX)
- $9,518,010
- Management and general expenses
- $5,767,609
- Fundraising expenses
- $112,894
- Program service expenses (Part III)
- $9,518,010
Program services were 61.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1e · Government grants (contributions)
$2,100,866
-
1f · All other contributions, gifts and grants
$6,279,914
-
1g · Noncash contributions included above
$216,838
-
2a · Program service revenue: ACTION
total $1,417,984 · related or exempt $1,417,984
-
2b · Program service revenue: TUITION
total $271,589 · related or exempt $271,589
-
2c · Program service revenue: ACTION WORKSHOPS
total $200,000 · related or exempt $200,000
-
3 · Investment income
total $1,020,855 · excluded $1,020,855
-
7a · Gross sales of assets other than inventory
securities $31,006,684
-
7b · Less cost or other basis and sales expenses
securities $30,887,044
-
7c · Gain or loss
securities $119,640
-
7d · Net gain or loss
total $119,640 · excluded $119,640
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $152,665 · program services $152,665
-
5 · Compensation of officers, directors and key employees
total $1,181,746 · program services $354,710 · management and general $723,693 · fundraising $103,343
-
7 · Other salaries and wages
total $6,344,019 · program services $4,494,626 · management and general $1,847,804 · fundraising $1,589
-
8 · Pension plan contributions
total $191,718 · program services $133,969 · management and general $57,684 · fundraising $65
-
9 · Other employee benefits
total $764,708 · program services $529,876 · management and general $233,790 · fundraising $1,042
-
10 · Payroll taxes
total $485,581 · program services $310,997 · management and general $168,413 · fundraising $6,171
-
11f · Fees: investment management
total $228,761 · management and general $228,761
-
11g · Fees: other
total $1,640,287 · program services $807,293 · management and general $832,994
-
12 · Advertising and promotion
total $97,028 · management and general $97,028
-
13 · Office expenses
total $252,842 · program services $89,931 · management and general $162,911
-
14 · Information technology
total $299,284 · program services $64,597 · management and general $234,687
-
16 · Occupancy
total $172,578 · program services $128,875 · management and general $43,703
-
17 · Travel
total $665,358 · program services $642,082 · management and general $23,276
-
20 · Interest
total $34,335 · management and general $34,335
-
22 · Depreciation, depletion and amortization
total $443,509 · program services $331,196 · management and general $112,313
-
23 · Insurance
total $330,867 · management and general $330,867
-
24a · Other expenses: FOOD & BEVERAGE
total $611,861 · program services $373,156 · management and general $238,705
-
24b · Other expenses: LODGING
total $592,882 · program services $585,162 · management and general $7,720
-
24c · Other expenses: MAINTENCE & REPAIR
total $310,874 · program services $207,877 · management and general $102,997
-
24d · Other expenses: MISCELLANEOUS
total $219,573 · program services $96,555 · management and general $123,018
-
24e · All other expenses
total $378,037 · program services $214,443 · management and general $162,910 · fundraising $684
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $13,459,308 · end of year $4,723,323
-
2 · Savings and temporary cash investments
beginning of year $469,981 · end of year $425,434
-
3 · Pledges and grants receivable
beginning of year $37,908,327 · end of year $35,617,497
-
4 · Accounts receivable
beginning of year $307,551 · end of year $537,780
-
5 · Loans and receivables from officers and key people
beginning of year $111,925
-
9 · Prepaid expenses and deferred charges
beginning of year $43,463 · end of year $158,479
-
10a · Land, buildings and equipment: cost or other basis
$20,314,899
-
10b · Land, buildings and equipment: accumulated depreciation
$6,769,235
-
10c · Land, buildings and equipment, net
beginning of year $12,780,048 · end of year $13,545,664
-
11 · Investments: publicly traded securities
beginning of year $29,351,805 · end of year $30,901,552
-
12 · Investments: other securities
beginning of year $117,600 · end of year $117,600
-
15 · Other assets
beginning of year $551,676 · end of year $551,676
-
17 · Accounts payable and accrued expenses
beginning of year $1,207,881 · end of year $1,500,785
-
19 · Deferred revenue
beginning of year $341,250 · end of year $4,500
-
23 · Secured mortgages and notes payable
beginning of year $0 · end of year $1,932,152
-
25 · Other liabilities
beginning of year $44,392 · end of year $23,092
-
27 · Net assets without donor restrictions
beginning of year $6,448,999 · end of year $7,820,081
-
28 · Net assets with donor restrictions
beginning of year $87,059,162 · end of year $75,298,395
Mission and programs · 2022
Mission
THE SANTA FE INSTITUTE IS A TRANSDISCIPLINARY RESEARCH COMMUNITY THAT EXPANDS THE BOUNDARIES OF SCIENTIFIC UNDERSTANDING. ITS AIM IS TO DISCOVER, COMPREHEND, AND COMMUNICATE THE COMMON FUNDAMENTAL PRINCIPLES IN COMPLEX PHYSICAL, COMPUTATIONAL, BIOLOGICAL, AND SOCIAL SYSTEMS THAT UNDERLIE MANY OF THE MOST PROFOUND PROBLEMS FACING SCIENCE AND SOCIETY TODAY.
Activities or mission (Part I)
INDEPENDENT NOT-FOR-PROFIT RESEARCH AND EDUCATION.
-
2022 SANTA FE INSTITUTE SCIENCE ACTIVITIES AND ACCOMPLISHMENTS - SEE SCHEDULE O.
Expenses $9,518,010 · Grants $152,665 · Revenue $1,889,573
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
GERRY OHRSTROM
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
KATHERINE COLLINS
CHAIR OF THE BOARD
- Total calculated
- $0
- Hours/week
- 2.5
-
GARY BENGIER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
ROSS BUHRDORF
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
JOHN CHISHOLM
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
ELIZABETH DAVIS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
FRED DOTZLER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
BILL GURLEY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
JOHN HAGEL III
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
MARI KOOI
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
MICHAEL MAUBOSSIN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
ROBERT MAXFIELD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
CORMAC MCCARTHY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
IAN MCKINNON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
JOHN H MILLER
EX OFFICIO
- Total calculated
- $0
- Hours/week
- 1
-
DARLA MOORE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
JERRY MURDOCK
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
PIERRE OMIDYAR
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
JAMES PALOTTA
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
SAM PETERS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
JIM RUTT
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
TOBY SHANNAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
GRAHAM SPENCER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
EUGENE STARK
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
VIJAY ULLAL
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
D A WALLACH
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
JOSH WOLFE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
DAVID KRAKAUER
PRESIDENT
- Total calculated
- $393,873
- From this org
- $368,352
- From related orgs
- $0
- Other
- $25,521
- Hours/week
- 37.5
Schedule J breakdown matched by us
- Base
- $318,352
- Bonus
- $0
- Other
- $50,000
- Deferred
- $12,200
- Nontaxable benefits
- $13,321
- Filer's total
- $393,873
-
JANET GUNN
SECRETARY/VP - ADMIN
- Total calculated
- $172,095
- From this org
- $138,739
- From related orgs
- $0
- Other
- $33,356
- Hours/week
- 37.5
Schedule J breakdown matched by us
- Base
- $138,739
- Bonus
- $0
- Other
- $0
- Deferred
- $6,800
- Nontaxable benefits
- $26,556
- Filer's total
- $172,095
-
MATTHEW BECHTEL
DIRECTOR FINANCE & ACCOUNTING
- Total calculated
- $155,874
- From this org
- $131,421
- From related orgs
- $0
- Other
- $24,453
- Hours/week
- 37.5
Schedule J breakdown matched by us
- Base
- $131,421
- Bonus
- $0
- Other
- $0
- Deferred
- $1,371
- Nontaxable benefits
- $23,082
- Filer's total
- $155,874
-
JENNIFER DUNNE
VP - SCIENCE
- Total calculated
- $240,025
- From this org
- $221,555
- From related orgs
- $0
- Other
- $18,470
- Hours/week
- 37.5
Schedule J breakdown matched by us
- Base
- $161,555
- Bonus
- $0
- Other
- $60,000
- Deferred
- $7,600
- Nontaxable benefits
- $10,870
- Filer's total
- $240,025
-
WILLIAM M TRACY
VP - STRATEGIC PARTNERSHIPS
- Total calculated
- $219,878
- From this org
- $192,891
- From related orgs
- $0
- Other
- $26,987
- Hours/week
- 37.5
Schedule J breakdown matched by us
- Base
- $157,558
- Bonus
- $0
- Other
- $35,333
- Deferred
- $8,213
- Nontaxable benefits
- $18,774
- Filer's total
- $219,878
-
GEOFFREY WEST
DISTINGUISHED PROFESSOR
- Total calculated
- $271,045
- From this org
- $258,700
- From related orgs
- $0
- Other
- $12,345
- Hours/week
- 37.5
Schedule J breakdown matched by us
- Base
- $258,000
- Bonus
- $0
- Other
- $700
- Deferred
- $11,400
- Nontaxable benefits
- $945
- Filer's total
- $271,045
-
SIDNEY REDNER
PROFESSOR
- Total calculated
- $223,509
- From this org
- $202,946
- From related orgs
- $0
- Other
- $20,563
- Hours/week
- 37.5
Schedule J breakdown matched by us
- Base
- $202,946
- Bonus
- $0
- Other
- $0
- Deferred
- $8,680
- Nontaxable benefits
- $11,883
- Filer's total
- $223,509
-
MELANIE MITCHELL
PROFESSOR
- Total calculated
- $229,786
- From this org
- $188,232
- From related orgs
- $0
- Other
- $41,554
- Hours/week
- 37.5
Schedule J breakdown matched by us
- Base
- $188,232
- Bonus
- $0
- Other
- $0
- Deferred
- $9,011
- Nontaxable benefits
- $32,543
- Filer's total
- $229,786
-
CRIS MOORE
PROFESSOR
- Total calculated
- $206,871
- From this org
- $169,945
- From related orgs
- $0
- Other
- $36,926
- Hours/week
- 37.5
Schedule J breakdown matched by us
- Base
- $169,945
- Bonus
- $0
- Other
- $0
- Deferred
- $7,400
- Nontaxable benefits
- $29,526
- Filer's total
- $206,871
-
JESSICA FLACK
PROFESSOR
- Total calculated
- $171,613
- From this org
- $154,821
- From related orgs
- $0
- Other
- $16,792
- Hours/week
- 37.5
Schedule J breakdown matched by us
- Base
- $154,421
- Bonus
- $0
- Other
- $400
- Deferred
- $7,040
- Nontaxable benefits
- $9,752
- Filer's total
- $171,613
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 3 · Compensation committee
- 3 · Form 990 of other organizations
- 3 · Written employment contract
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
- 7 · Other non-fixed payments
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- PART I, LINE 3
- THE PRESIDENT'S COMPENSATION IS DETERMINED BY A LETTER OF AGREEMENT NEGOTIATED BY THE TRUSTEES. IN NEGOTIATING THE AGREEMENT, THE TRUSTEES USE COMPARABILITY DATA FROM VARIOUS ACADEMIC INSTITUTIONS AND OTHER RELEVANT PERIODICALS AND STUDIES. ANNUALLY, THE TRUSTEES EVALUATE THE PRESIDENT'S PERFORMANCE IN THE COMPENSATION REVIEW. THESE ACTIONS ARE DOCUMENTED IN THE MINUTES OF THE MEETINGS. THE COMPENSATION PROCESS FOR OTHER OFFICERS, INCLUDING VICE PRESIDENTS AND BOARD SECRETARY, IS DETERMINED BY THE PRESIDENT USING COMPARABILITY DATA FROM SIMILAR ACADEMIC INSTITUTIONS AND OTHER RELEVANT PERIODICALS AND STUDIES, AS APPROPRIATE.
- PART I, LINE 7
- SOME BONUSES WERE PAID TO EMPLOYEES WHO ENGAGED IN ACTIVITIES THAT WERE ABOVE AND BEYOND THE NORMAL SCOPE OF RESPONSIBILITES.
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
-
$36,183
FOUNDATIONS OF INTELLIGENCE IN NATURAL & ARTIFICIAL SYSTEMS
-
WORCESTER POLYTECHNIC INSTITUTE
$26,534
RESEARCH PROJECT
-
PREDICTION/SURVEY RESEARCH
-
RESEARCH PROJECT
-
$16,257
UNDERSTANDING THE EFFECT OF INDIVIDUAL DECISION-MAKING STRATEGIES ON COLLECTIVE DECISION OUTCOMES
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 19 October 2023
- IRS schema version
- 2022v5.0
- Source object
- 202302929349300240
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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