To improve access to knowledge and education for people around the world.

501(c)(3) charity; gifts are tax-deductible.
92¢ of each $1 spent went to programs.
$6.5M paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2023 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 5
filings with a surplus
Average surplus $7.5M a year · 7% of revenue · last 5 filings
Fine: a surplus in 4 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
92%
of spending
Looks good: 92% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$6.5M
to officers and key staff · 6% of spending
Looks good: pay to officers and key staff is 6% of spending; 15% or less.
Pt VII · Sec A
2 mo
of spending, in cash
Plus $287.5M in investments, Pt X · Ln 11–13
Fine: 2.0 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
12
named funders · $5.2M
Looks good: 12 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$177.5M
52% of total assets
Fine: liabilities are 52% of assets; 50% to 65%.
Pt X · Ln 26
Independent board members
10
of 11 voting members
Looks good: 10 of 11 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$106.0M
-8% vs prior year
Spent
$117.2M
To programs
92%
Net assets
$164.7M
By yearFY2020–FY2024
Revenue
$106.0M
FY2023▼ -8%
Tap a bar for its year
Revenue by fiscal year
FY2020$107.0M
FY2021$122.8M
FY2022$115.2M
FY2023$106.0M
FY2024$126.0M
Expenses
$117.2M
FY2023▲ +9%
Tap a bar for its year
Expenses by fiscal year
FY2020$101.6M
FY2021$101.2M
FY2022$107.2M
FY2023$117.2M
FY2024$112.2M
Net assets
$164.7M
FY2023▲ +21%
Tap a bar for its year
Net assets by fiscal year
FY2020$155.4M
FY2021$188.7M
FY2022$135.9M
FY2023$164.7M
FY2024$195.0M

From the FY2023 Form 990 · figures checked against the IRS filing · see the original

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You’re viewing the FY2023 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Jan 1996.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

92 cents of each dollar spent went to programs.

Program services 92% · $107.5M Management & general 8% · $9.2M Fundraising 0% · $480K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

32 people listed on the 990; $6.5M paid to officers and key staff.

Part VII, Section A · reportable compensation
Trustee & President
$622,956Pt VII · Sec A
Vice President, Ipsp
$358,537Pt VII · Sec A
VP, General Counsel & Secretary
$357,496Pt VII · Sec A
Chief Technology Officer
$351,831Pt VII · Sec A
Managing Director, Ithaka S+r
$347,775Pt VII · Sec A
Chief Financial Officer & Treasurer
$347,301Pt VII · Sec A
Chief Technology Officer
$314,582Pt VII · Sec A
VP, Published Content
$314,430Pt VII · Sec A

Kevin Guthrie’s $583K as Trustee & President is at the 0th percentile of top reported officer pay among 5 $100M+ social science nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Kevin Guthrie$582,553$622,956$615,533$574,642—
Kevin M Guthrie————$575,133
Rebecca Seger$381,807$358,537$444,052$378,468$291,664
Michelle Lee$394,824$351,831———
Nancy Kopans$374,408$357,496$339,712$330,582$324,308
Catharine Hill$373,886$347,775———
Gerard Aurigemma Thru 52023$175,000$347,301———
Matt Macqueen$338,223$312,585—$299,930—

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Improves global access to knowledge and education for all.

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Provided by the organization

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3 programs · $107.5M · in their own filed words · FY2023
01

Jstor

See schedule ojstor is a mission-driven digital library that works with the academic community to preserve, provide access to, and support the use of scholarly content. Our collections contain more than 12 million academic journal ARTICLES,100,000 books, and 2 million images and primary source items.

$93.3Mprogram expense
02

Ithaka S+r

See schedule oithaka S+R provides collaborative strategies and research for higher education and the arts. We partner with foundations, consortia, and individual institutions to seek solutions and inform policies in a rapidly changing environment.

$8.1Mprogram expense
03

Portico

See schedule oportico is a community-supported preservation archive that safeguards access to e-journals, e-books, and digital collections. Our unique, trusted process ensures that the content we preserve will remain accessible and usable for researchers, scholars, and students in the future.

$6.1Mprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2024
See all 12 funders →

By the numbers

The FY2023 990, line by line.

1The main four
Money inPt VIII
$106.0M
Ln 12
Fees for servicesLn 2g$97.6M
Gifts and grantsLn 1h$4.4M
Investment incomeLn 3$4.2M
Money outPt IX
$117.2M
Ln 25
Programscol B$107.5M
Managementcol C$9.2M
Fundraisingcol D$480K
Owns and owesPt X
$164.7M
net assets · Ln 32
Cash and savingsLn 1–2$19.7M
Total assetsLn 16$342.2M
LiabilitiesLn 26$177.5M
PeoplePt VI, VII
32
listed · VII A
PaidVII A27
Voting boardVI 1a11
IndependentVI 1b10
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$4.4M
Government grantsLn 1e$74K
Fees for servicesLn 2g$97.6M
Investment incomeLn 3$4.2M
Gains on assetsLn 7−$3.6M
Total revenueLn 12$106.0M
Assets in detailPt X, end of year
CashLn 1$165
SavingsLn 2$19.7M
Cash and savings togetherLn 1–2$19.7M
InvestmentsLn 11–13$287.5M
Land, buildings, equipmentLn 10c$3.3M
Other assetsLn 15$17.4M
Total assetsLn 16$342.2M
LiabilitiesLn 26$177.5M
Net assetsLn 32$164.7M
OperationsPt I, VI
EmployeesI 5431
VolunteersI 60
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY23End FY23
Cash and savingsLn 1–2$29.3M$19.7M
InvestmentsLn 11–13$241.2M$287.5M
Land, buildings, equipmentLn 10c$1.8M$3.3M
Total assetsLn 16$306.2M$342.2M
LiabilitiesLn 26$170.3M$177.5M
Net assetsLn 32$135.9M$164.7M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$5.4M$4.8M$560K$84K
Other salaries and wagesLn 7$46.0M$42.1M$3.7M$269K
Pension plan contributionsLn 8$4.7M$4.3M$417K$36K
Other employee benefitsLn 9$8.6M$7.8M$680K$65K
Payroll taxesLn 10$3.5M$3.2M$294K$27K
Legal feesLn 11b$325K$325K
Accounting feesLn 11c$168K$168K
Other fees for servicesLn 11g$8.0M$6.4M$1.6M
Advertising and promotionLn 12$65K$64K$515
Office expensesLn 13$206K$131K$75K
Information technologyLn 14$9.9M$9.6M$266K
OccupancyLn 16$3.2M$2.7M$440K
TravelLn 17$1.6M$1.5M$110K
Conferences, conventions and meetingsLn 19$280K$280K
Depreciation, depletion and amortizationLn 22$1.8M$1.8M$19K
InsuranceLn 23$372K$372K
Other expenses (24a–d)Ln 24$22.3M$22.3M
All other expensesLn 24e$687K$231K$456K
Total functional expensesLn 25$117.2M$107.5M$9.2M$480K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $126.0M$112.2M$13.7M$195.0M 990 PDF
FY2023 Viewing $106.0M$117.2M−$11.2M$164.7M 990 PDF
FY2022 $115.2M$107.2M$8.0M$135.9M 990 PDF
FY2021 $122.8M$101.2M$21.6M$188.7M 990 PDF
FY2020 $107.0M$101.6M$5.4M$155.4M 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support J · Pay O · Explanations
See the full FY2023 990 (6 parts)
Part I · Summary $106,030,430 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $6,513,946$4,421,390
I-9 Program service revenuePrior year $96,904,789$97,557,822
I-10 Investment incomePrior year $11,969,712$4,167,432
I-11 Other revenuePrior year −$236,664−$116,214
I-12 Total revenuePrior year $115,151,783$106,030,430
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $58,025,078$68,269,894
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $49,173,533$48,926,809
I-18 Total expensesPrior year $107,198,611$117,196,703
I-19 Revenue less expensesPrior year $7,953,172−$11,166,273
Part VI · Governance 10 of 11 board members independent, no flags
VI-1a Voting members of the governing body11
VI-1b Independent voting members10
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $106,030,430 across 8 lines filed
VIII-1e Government grants$73,593
VIII-1f All other contributions, gifts and grants$4,347,797
VIII-1h Total contributions, gifts and grants$4,421,390
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $97,557,822$97,557,822
VIII-3 Investment incomeExcluded from tax $7,815,224$7,815,224
VIII-7 Net gain or loss on sales of assetsExcluded from tax −$3,647,792−$3,647,792
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $10,275 · Excluded from tax −$126,489−$116,214
VIII-12 Total revenueRelated to mission $97,568,097 · Unrelated business $0 · Excluded from tax $4,040,943$106,030,430
Part IX · Statement of functional expenses $117,196,703 across 18 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $4,755,108 · Management $560,396 · Fundraising $84,241$5,399,745
IX-7 Other salaries and wagesPrograms $42,052,957 · Management $3,716,670 · Fundraising $268,776$46,038,403
IX-8 Pension plan contributionsPrograms $4,279,110 · Management $417,247 · Fundraising $35,729$4,732,086
IX-9 Other employee benefitsPrograms $7,830,601 · Management $679,525 · Fundraising $64,743$8,574,869
IX-10 Payroll taxesPrograms $3,204,618 · Management $293,560 · Fundraising $26,613$3,524,791
IX-11b Legal feesPrograms $325,299$325,299
IX-11c Accounting feesManagement $168,101$168,101
IX-11g Other fees for servicesPrograms $6,434,242 · Management $1,598,668$8,032,910
IX-12 Advertising and promotionPrograms $64,332 · Management $515$64,847
IX-13 Office expensesPrograms $130,641 · Management $75,315$205,956
IX-14 Information technologyPrograms $9,610,036 · Management $266,291$9,876,327
IX-16 OccupancyPrograms $2,734,610 · Management $439,621$3,174,231
IX-17 TravelPrograms $1,497,643 · Management $110,116$1,607,759
IX-19 Conferences, conventions and meetingsPrograms $280,387$280,387
IX-22 Depreciation, depletion and amortizationPrograms $1,824,805 · Management $19,403$1,844,208
IX-23 InsuranceManagement $372,241$372,241
IX-24 Other expenses (24a–d)Programs $22,287,278$22,287,278
IX-24e All other expensesPrograms $231,476 · Management $455,789$687,265
IX-25 Total functional expensesPrograms $107,543,143 · Management $9,173,458 · Fundraising $480,102$117,196,703
Part X · Balance sheet $342,158,088 assets, 18 lines filed
X-1 Cash, non-interest-bearingStart of year $165$165
X-2 Savings and temporary cash investmentsStart of year $29,289,084$19,686,229
X-3 Pledges and grants receivableStart of year $4,689,560$4,216,477
X-4 Accounts receivableStart of year $3,918,330$6,095,816
X-9 Prepaid expenses and deferred chargesStart of year $3,854,349$3,943,844
X-10c Land, buildings and equipment, netStart of year $1,819,439$3,261,953
X-11 Publicly traded securities$163,767,034
X-12 Other securitiesStart of year $241,200,517$123,745,317
X-15 Other assetsStart of year $21,423,897$17,441,253
X-16 Total assetsStart of year $306,195,341$342,158,088
X-17 Accounts payable and accrued expensesStart of year $26,914,039$30,006,359
X-19 Deferred revenueStart of year $126,495,359$133,090,035
X-25 Other liabilitiesStart of year $16,899,023$14,390,893
X-26 Total liabilitiesStart of year $170,308,421$177,487,287
X-27 Net assets without donor restrictionsStart of year $128,017,451$158,464,784
X-28 Net assets with donor restrictionsStart of year $7,869,469$6,206,017
X-32 Total net assets or fund balancesStart of year $135,886,920$164,670,801
X-33 Total liabilities and net assetsStart of year $306,195,341$342,158,088
Part XI · Reconciliation of net assets $164,670,801 net assets at year end
XI-1 Total revenue$106,030,430
XI-2 Total expenses$117,196,703
XI-3 Revenue less expenses−$11,166,273
XI-4 Net assets at start of year$135,886,920
XI-5 Net unrealized gains (losses) on investments$40,108,747
XI-9 Other changes in net assets−$158,593
XI-10 Net assets at end of year$164,670,801

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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