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Nonprofiteer
← SCIENCE HISTORY INSTITUTE

Form 990 for tax year 2022

Filed by SCIENCE HISTORY INSTITUTE.

Totals

Total revenue
$7,789,030
Total expenses
$8,976,013
Contributions and grants received
$7,038,935
Grants paid
$452,817
Program service revenue
$625,955
Investment income
$124,140
Other revenue
$0
Total assets, end of year
$38,684,547
Total liabilities, end of year
$17,471,200
Net assets or fund balances, end of year
$21,213,347
Program services expenses (Part IX)
$6,594,873
Management and general expenses
$1,426,003
Fundraising expenses
$955,137
Program service expenses (Part III)
$6,594,873

Program services were 73.5% 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.

  • 1d · Related organizations

    $5,811,625

  • 1f · All other contributions, gifts and grants

    $1,227,310

  • 2a · Program service revenue: PROGRAM SERVICE

    total $625,955 · related or exempt $625,955

  • 3 · Investment income

    total $124,900 · excluded $124,900

  • 7a · Gross sales of assets other than inventory

    securities $62,000

  • 7b · Less cost or other basis and sales expenses

    securities $62,760

  • 7c · Gain or loss

    securities -$760

  • 7d · Net gain or loss

    total -$760 · excluded -$760

Functional expenses

Part IX, the statement of functional expenses.

  • 2 · Grants to domestic individuals

    total $452,817 · program services $452,817

  • 5 · Compensation of officers, directors and key employees

    total $826,546 · program services $196,053 · management and general $384,736 · fundraising $245,757

  • 7 · Other salaries and wages

    total $2,957,778 · program services $2,268,686 · management and general $358,708 · fundraising $330,384

  • 8 · Pension plan contributions

    total $199,815 · program services $130,140 · management and general $39,254 · fundraising $30,421

  • 9 · Other employee benefits

    total $437,084 · program services $307,362 · management and general $53,000 · fundraising $76,722

  • 10 · Payroll taxes

    total $292,835 · program services $196,953 · management and general $55,471 · fundraising $40,411

  • 11b · Fees: legal

    total $40,000 · program services $22,458 · management and general $13,119 · fundraising $4,423

  • 11c · Fees: accounting

    total $42,371 · program services $28,128 · management and general $8,703 · fundraising $5,540

  • 11g · Fees: other

    total $775,453 · program services $468,801 · management and general $217,102 · fundraising $89,550

  • 12 · Advertising and promotion

    total $158,641 · program services $143,445 · management and general $1,389 · fundraising $13,807

  • 13 · Office expenses

    total $32,461 · program services $17,931 · management and general $5,260 · fundraising $9,270

  • 14 · Information technology

    total $140,215 · program services $76,992 · management and general $24,975 · fundraising $38,248

  • 16 · Occupancy

    total $266,571 · program services $232,810 · management and general $28,654 · fundraising $5,107

  • 17 · Travel

    total $161,093 · program services $91,006 · management and general $38,963 · fundraising $31,124

  • 19 · Conferences, conventions and meetings

    total $338,297 · program services $310,719 · management and general $23,792 · fundraising $3,786

  • 20 · Interest

    total $802,138 · program services $740,575 · management and general $53,412 · fundraising $8,151

  • 22 · Depreciation, depletion and amortization

    total $834,316 · program services $729,412 · management and general $89,322 · fundraising $15,582

  • 23 · Insurance

    total $75,125 · program services $58,235 · management and general $13,760 · fundraising $3,130

  • 24a · Other expenses: PUBLICATIONS AND MULTIM

    total $89,217 · program services $89,217

  • 24b · Other expenses: PROGRAM EXPENSES

    total $51,092 · program services $32,811 · management and general $14,557 · fundraising $3,724

  • 24c · Other expenses: COLLECTIONS STORAGE

    total $1,826 · management and general $1,826

  • 24d · Other expenses: COLLECTION ACQUISITIONS

    total $322 · program services $322

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $0 · end of year $2,391,706

  • 2 · Savings and temporary cash investments

    beginning of year $571,899 · end of year $0

  • 3 · Pledges and grants receivable

    beginning of year $2,792,734 · end of year $2,480,956

  • 4 · Accounts receivable

    beginning of year $50,334 · end of year $20,471

  • 9 · Prepaid expenses and deferred charges

    beginning of year $57,399 · end of year $19,970

  • 10a · Land, buildings and equipment: cost or other basis

    $64,540,446

  • 10b · Land, buildings and equipment: accumulated depreciation

    $37,899,072

  • 10c · Land, buildings and equipment, net

    beginning of year $28,195,981 · end of year $26,641,374

  • 11 · Investments: publicly traded securities

    beginning of year $4,546,260 · end of year $3,253,677

  • 15 · Other assets

    beginning of year $3,655,053 · end of year $3,876,393

  • 17 · Accounts payable and accrued expenses

    beginning of year $869,342 · end of year $891,481

  • 19 · Deferred revenue

    beginning of year $75,352 · end of year $46,266

  • 20 · Tax-exempt bond liabilities

    beginning of year $16,530,580 · end of year $16,533,453

  • 25 · Other liabilities

    beginning of year $3,906 · end of year $0

  • 27 · Net assets without donor restrictions

    beginning of year $18,984,010 · end of year $18,158,979

  • 28 · Net assets with donor restrictions

    beginning of year $3,406,470 · end of year $3,054,368

Mission and programs · 2022

Mission

TO EXPAND KNOWLEDGE AND CHALLENGE PERSPECTIVES IN THE HISTORY OF SCIENCE, REVEAL HOW THE SCIENTIFIC PAST IS EMBEDDED IN OUR DAILY LIVES, AND CATALYZE THE REIMAGINING OF OUR SCIENTIFIC AND TECHNOLOGICAL FUTURE

Activities or mission (Part I)

WE PRESERVE AND CELEBRATE OUR SCIENTIFIC AND TECHNOLOGICAL CULTURE AND MAKE IT ACCESSIBLE FOR INVESTIGATION AND KNOWLEDGE CREATION.

  • WITH AROUND 20 SCHOLARS IN RESIDENCE EACH YEAR, THE SCIENCE HISTORY INSTITUTE IS HOME TO THE LARGEST PRIVATE FELLOWSHIP PROGRAM IN THE HISTORICAL STUDY OF SCIENCE, MEDICINE, AND TECHNOLOGY IN THE UNITED STATES. RESEARCHERS TRAVEL FROM ALL OVER THE WORLD TO USE OUR COLLECTIONS AND TAKE PART IN A VIBRANT SCHOLARLY COMMUNITY. THE BECKMAN CENTER AT THE SCIENCE HISTORY INSTITUTE OFFERS FELLOWSHIPS ON AN ANNUAL CYCLE FOR SCHOLARS WHOSE RESEARCH WOULD BENEFIT FROM THE USE OF OUR COLLECTIONS. WHILE IN RESIDENCE, FELLOWS ARE EXPECTED TO PARTICIPATE IN REGULAR INFORMAL WRITING GROUPS, GIVE AT LEAST ONE LECTURE, AND MORE GENERALLY CONTRIBUTE TO THE VITALITY OF OUR FELLOWSHIP COMMUNITY. THE BECKMAN CENTER OFFERS SEVERAL FELLOWSHIP TYPES: CURATORIAL FELLOWSHIPS (2 YEARS), POSTDOCTORAL RESEARCH FELLOWSHIPS (12 MONTHS), DISSERTATION FELLOWSHIPS (9 MONTHS), SHORT-TERM FELLOWSHIPS (14 MONTHS), AND DISTINGUISHED FELLOWSHIPS (4 MONTHS). THE OTHER LIBRARY OFFERS TRAVEL GRANTS FOR PERIODS OF UP TO TWO WEEKS FOR RESEARCH AND SCHOLARLY EXPLORATION OF OUR PRIMARY MATERIALS WHICH INCLUDE RARE AND MODERN BOOKS, MANUSCRIPTS, ARCHIVAL COLLECTIONS, ORAL HISTORIES, FINE ART, ARTIFACTS, AND INSTRUMENTS.

    Expenses $685,398 · Grants $444,817 · Revenue $100

  • SCIENCE IS ALL AROUND US. IT'S NOT JUST FOUND IN THE LABORATORY. IT'S IN THE WATER WE DRINK, THE AIR WE BREATHE, THE CLOTHES WE WEAR, AND THE EARTH BENEATH OUR FEET. AT OUR MUSEUM, WHICH IS FREE, YOU CAN EXPLORE THE AMAZING SUCCESSES, ASTONISHING FAILURES, AND STRANGE SURPRISES BEHIND THE SCIENCE THAT SHAPES OUR WORLD. OUR CURRENT REVOLVING EXHIBITION IS DOWNSTREAM, OUR AWARD-WINNING EXHIBITION EXPLORING MORE THAN 200 YEARS OF WATER ANALYSIS AND PROTECTION IN THE UNITED STATES, AND OUR NEWLY REFRESHED PERMANENT GALLERIES FEATURE NEW OBJECTS, MORE INCLUSIVE CONTENT, AND HIDDEN OR OBSCURED SCIENCE HISTORIES. IMMERSE YOURSELF IN STORIES OF DISCOVERY, CHALLENGE, AND CHANGE BY EXPLORING OUR DIGITAL EXHIBITIONS ON GOOGLE ARTS & CULTURE. NAMED ONE OF PHILADELPHIA'S BEST MUSEUMS BY COND NAST TRAVELER AND FEATURED ON CBSPHILLY, A VISIT TO THE SCIENCE HISTORY INSTITUTE IS A JOURNEY THROUGH THE WEIRD AND WONDERFUL WORLD OF MATTER AND MATERIALS. DISCOVER THE SCIENCE IN YOUR LIFE!

    Expenses $1,296,624 · Revenue $115,633

  • IN OUR DISTILLATIONS DIGITAL CONTENT, WE REVEAL SCIENCE'S ROLE IN A COMPLICATED, EVER-CHANGING, AND OFTEN STRANGE WORLD. WE ARE STORYTELLERS WHO TAP INTO THE WORK OF HISTORIANS AND OTHER RESEARCHERS TO PRODUCE ARTICLES, PODCASTS, AND VIDEOS THAT UNCOVER HIDDEN STORIES AND SEEK NEW PERSPECTIVES ON SCIENCE AND TECHNOLOGY. WITH THE HELP OF THE SCIENCE HISTORY INSTITUTE'S UNIQUE COLLECTIONS, WE CHRONICLE THE POWERFUL INFLUENCE OF SCIENCE ON OUR PAST, PRESENT, AND FUTURE.

    Expenses $1,050,148 · Revenue $20,376

  • VARIOUS PROGRAMS TO FURTHER THE MISSION OF SCIENCE HISTORY INSTITUTE AND TO FOSTER DIALOGUE ON SCIENCE AND TECHNOLOGY IN SOCIETY.

    Expenses $3,562,703 · Grants $8,000 · Revenue $489,846

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Lewis Gasorek

    BOARD MEMBER & CHAIR

    Total calculated
    $0
    Hours/week
    3 + 3 related
  • Sharon L Haynie

    BOARD MEMBER & VICE CHAIR

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Daniel D Adams

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Cynthia Cai

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • T Bond Calloway Jr

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Robert Fox

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Catherine Keenan

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Nicholas J Kovich

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Laurie J Landeau

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Frank Lipiecki

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Fred A Middleton

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Louise Y Palmer

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Christopher Pappas

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Octavio Tonatiuh Ramierez-Reivich

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Kathleen Shelton

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Jeffrey L Sturchio

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Mary Tanner

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Cheryl Teich

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Sam Tharpe

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • David Cole

    PRESIDENT & CEO

    Total calculated
    $450,779
    From this org
    $404,524
    From related orgs
    $0
    Other
    $46,255
    Hours/week
    30 + 10 related

    Schedule J breakdown matched by us

    Base
    $404,524
    Bonus
    $0
    Other
    $0
    Deferred
    $23,165
    Nontaxable benefits
    $23,090
    Filer's total
    $450,779
  • Kevin Cavanaugh

    TREASURER, SR. VP CAO & CFO

    Total calculated
    $285,217
    From this org
    $246,552
    From related orgs
    $0
    Other
    $38,665
    Hours/week
    30 + 10 related

    Schedule J breakdown matched by us

    Base
    $246,552
    Bonus
    $0
    Other
    $0
    Deferred
    $15,575
    Nontaxable benefits
    $23,090
    Filer's total
    $285,217
  • Resa P Thomason

    SECRETARY, VP OF STRATEGIC PARTNERSHIPS

    Total calculated
    $211,092
    From this org
    $189,546
    From related orgs
    $0
    Other
    $21,546
    Hours/week
    35 + 5 related

    Schedule J breakdown matched by us

    Base
    $189,546
    Bonus
    $0
    Other
    $0
    Deferred
    $11,548
    Nontaxable benefits
    $9,998
    Filer's total
    $211,092
  • Thomas Swift

    DIRECTOR OF INFRASTRUCTURE - FORMER

    Total calculated
    $177,577
    From this org
    $150,839
    From related orgs
    $0
    Other
    $26,738
    Hours/week
    30 + 10 related

    Schedule J breakdown matched by us

    Base
    $150,839
    Bonus
    $0
    Other
    $0
    Deferred
    $9,417
    Nontaxable benefits
    $17,321
    Filer's total
    $177,577
  • Michelle Dimeo

    VP OF COLLECTIONS & PROGRAMS

    Total calculated
    $161,887
    From this org
    $144,722
    From related orgs
    $0
    Other
    $17,165
    Hours/week
    10 + 30 related

    Schedule J breakdown matched by us

    Base
    $144,722
    Bonus
    $0
    Other
    $0
    Deferred
    $8,915
    Nontaxable benefits
    $8,250
    Filer's total
    $161,887
  • Charles Hornstein

    DIRECTOR IT

    Total calculated
    $156,496
    From this org
    $131,697
    From related orgs
    $0
    Other
    $24,799
    Hours/week
    30 + 5 related

    Schedule J breakdown matched by us

    Base
    $131,697
    Bonus
    $0
    Other
    $0
    Deferred
    $8,437
    Nontaxable benefits
    $16,362
    Filer's total
    $156,496
  • Erin McLeary

    DIRECTOR OF STRATEGIC INITIATIVES

    Total calculated
    $127,933
    From this org
    $111,447
    From related orgs
    $0
    Other
    $16,486
    Hours/week
    35
  • Ponce Hatch

    SENIOR SYSTEMS ADMINISTRATOR

    Total calculated
    $125,281
    From this org
    $109,129
    From related orgs
    $0
    Other
    $16,152
    Hours/week
    30 + 5 related

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
  • 4a · Severance or change-of-control payment

Answered no

  • 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
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

SCHEDULE J, PART I - 4A
THOMAS SWIFT WAS A FORMER DIRECTOR OF INFRASTRUCTURE RECEIVED $49,240 IN SEVERANCE PAYMENT DURING FYE 2023.

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

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

  • SCIENCE HISTORY INSTITUTE SUPPORT COMPANY

    501(C)(3) · RESEARCH LIBRARY AND COLLECTIONS MANAGEMENT · PA

Provenance

Return type
form_990
Tax year
2022
Filed
1 February 2024
IRS schema version
2022v5.0
Source object
202420409349300337

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