Sphere Institute FY2022 filing

Tax-deductible

Burlingame, CA501(c)(3)Social ScienceEIN 91-1748201Revenue $45.5M in FY2022

On file with the IRSsphereinstute.org500 Airport Blvd Ste 340, 94010-1934 · Burlingame, CATax-exempt since Jul 1997Publicly supported charity — 170(b)(1)(A)(vi)

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The mission is to innovate and improve the data and information provided to policy makes at the federal, state, and local levels who design, change, and implement healthcare and social policies.

501(c)(3) charity; gifts are tax-deductible.
96¢ of each $1 spent went to programs.
$1.6M 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

FY2022 · 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
5 of 5
filings with a surplus
Average surplus $500K a year · 2% of revenue · last 5 filings
Looks good: a surplus in 5 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
96%
of spending
Looks good: 96% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$1.6M
to officers and key staff · 4% of spending
Looks good: pay to officers and key staff is 4% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
2 mo
of spending, in cash
Fine: 1.6 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$7.5M
31% of total assets
Looks good: liabilities are 31% of assets; 50% or less.
Pt X · Ln 26
Independent board members
3
of 5 voting members
Looks good: 3 of 5 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$45.5M
+17% vs prior year
Spent
$45.5M
To programs
96%
Net assets
$16.7M
By yearFY2020–FY2024
Revenue
$45.5M
FY2022▲ +17%
Tap a bar for its year
Revenue by fiscal year
FY2020$35.0M
FY2021$38.9M
FY2022$45.5M
FY2023$755K
FY2024$1.8M
Expenses
$45.5M
FY2022▲ +17%
Tap a bar for its year
Expenses by fiscal year
FY2020$33.2M
FY2021$38.7M
FY2022$45.5M
FY2023$541K
FY2024$1.6M
Net assets
$16.7M
FY2022▼ -0.5%
Tap a bar for its year
Net assets by fiscal year
FY2020$16.6M
FY2021$16.8M
FY2022$16.7M
FY2023$18.5M
FY2024$18.9M

From the FY2022 Form 990 · figures checked against the IRS filing · see the original

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You’re viewing the FY2022 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 Jul 1997.

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

Where the money goes

96 cents of each dollar spent went to programs.

Program services 96% · $43.9M Management & general 4% · $1.6M

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

15 people listed on the 990; $1.6M paid to officers and key staff.

Part VII, Section A · reportable compensation
Director of Business Operations
$243,862Pt VII · Sec A
SR. Systems/Network Engineer
$228,783Pt VII · Sec A
Director Employee Development
$216,392Pt VII · Sec A
Product Development Director
$212,012Pt VII · Sec A
Senior Research Manager
$205,810Pt VII · Sec A
Research Manager
$197,361Pt VII · Sec A
Research Manager
$195,565Pt VII · Sec A
$95,368Pt VII · Sec A

Gregory Boro’s $244K as Director of Business Operations is at the 75th percentile of top reported officer pay among 146 $1–10M 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

NameFY2022FY2021FY2020
Gregory Boro$243,862$227,517$220,307
Jonathan Stanton$228,783$226,445$212,394
Maria Del Mar Jauregui Vazquez$216,392$221,177—
Jeffrey S Carwile$212,012$194,351—
Bruno Garcia$205,810—$171,746
Edward Sung$197,361—$158,263
Binglie Luo$195,565—$150,650
Amy Brehm—$194,943—

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 data for policymakers shaping healthcare and social programs.

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Provided by the organization

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3 programs · $43.9M · in their own filed words · FY2022
01

Policy

The SPHERE Institute provides data-driven and evidence-based analyses and information to federal, state, and local policymakers, public organizations, and other stakeholders to support and improve healthcare efficiency, access, needs of the nation's most vulnerable populations, including low-income families, disabled individuals, the…

$43.4Mprogram expense
02

Environment

The SPHERE Institute sponsors activities committed to improving the environmental quality of the local communities where people work. SPHERE's flagship endeavor, Bay Rise Park, transforms an undeveloped 9.4 acre plot of California state-owned land on the Burlingame watefront of San Francisco Bay into a nature and recreation park.

$424Kprogram expense
03

Education

The SPHERE institute supports activities contributing to educational advancement at all levels, from early childhood to advanced degrees. SPHERE currently has three educational projects under development. The first involves establishing a center-based childcare program comprising an 8,000 sq. ft.

$986program expense

By the numbers

The FY2022 990, line by line.

1The main four
Money inPt VIII
$45.5M
Ln 12
Fees for servicesLn 2g$45.3M
Investment incomeLn 3$165K
Money outPt IX
$45.5M
Ln 25
Programscol B$43.9M
Managementcol C$1.6M
Owns and owesPt X
$16.7M
net assets · Ln 32
Cash and savingsLn 1–2$6.2M
Total assetsLn 16$24.2M
LiabilitiesLn 26$7.5M
PeoplePt VI, VII
15
listed · VII A
PaidVII A10
Voting boardVI 1a5
IndependentVI 1b3
2In more detail
Revenue in detailPt VIII
Fees for servicesLn 2g$45.3M
Investment incomeLn 3$165K
Total revenueLn 12$45.5M
Assets in detailPt X, end of year
CashLn 1$1.3M
SavingsLn 2$4.9M
Cash and savings togetherLn 1–2$6.2M
InvestmentsLn 11–13$10.2M
Other assetsLn 15$100K
Total assetsLn 16$24.2M
LiabilitiesLn 26$7.5M
Net assetsLn 32$16.7M
OperationsPt I, VI
EmployeesI 5323
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 FY22End FY22
Cash and savingsLn 1–2$6.5M$6.2M
InvestmentsLn 11–13$8.5M$10.2M
Total assetsLn 16$23.5M$24.2M
LiabilitiesLn 26$6.7M$7.5M
Net assetsLn 32$16.8M$16.7M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$1.6M$1.1M$464K$0
Other salaries and wagesLn 7$30.6M$30.4M$241K$0
Other employee benefitsLn 9$2.1M$2.0M$18K$0
Payroll taxesLn 10$2.3M$2.3M$44K$0
Management feesLn 11a$135K$0$135K$0
Legal feesLn 11b$555K$0$555K$0
Accounting feesLn 11c$96K$0$96K$0
Other fees for servicesLn 11g$341K$338K$3K$0
Office expensesLn 13$16K$15K$354$0
Information technologyLn 14$47K$46K$516$0
OccupancyLn 16$50K$47K$3K$0
TravelLn 17$29K$29K$258$0
Payments to affiliatesLn 21$7.2M$7.2M$0$0
InsuranceLn 23$310K$277K$33K$0
Other expenses (24a–d)Ln 24$28K$23K$5K$0
All other expensesLn 24e$4K$0$4K$0
Total functional expensesLn 25$45.5M$43.9M$1.6M$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $1.8M$1.6M$225K$18.9M 990 PDF
FY2023 $755K$541K$215K$18.5M 990 PDF
FY2022 Viewing $45.5M$45.5M$49K$16.7M 990 PDF
FY2021 $38.9M$38.7M$196K$16.8M 990 PDF
FY2020 $35.0M$33.2M$1.8M$16.6M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2022 990 (6 parts)
Part I · Summary $45,503,791 revenue, 12 lines filed
I-8 Contributions and grants$0
I-9 Program service revenuePrior year $38,812,555$45,338,787
I-10 Investment incomePrior year $109,495$165,004
I-11 Other revenue$0
I-12 Total revenuePrior year $38,922,050$45,503,791
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $29,754,725$36,597,235
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $8,971,251$8,857,320
I-18 Total expensesPrior year $38,725,976$45,454,555
I-19 Revenue less expensesPrior year $196,074$49,236
Part VI · Governance 3 of 5 board members independent, no flags
VI-1a Voting members of the governing body5
VI-1b Independent voting members3
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 $45,503,791 across 3 lines filed
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Unrelated business $0 · Excluded from tax $0$45,338,787
VIII-3 Investment incomeUnrelated business $0 · Excluded from tax $0$165,004
VIII-12 Total revenueRelated to mission $45,503,791 · Unrelated business $0 · Excluded from tax $0$45,503,791
Part IX · Statement of functional expenses $45,454,555 across 16 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $1,134,899 · Management $464,254 · Fundraising $0$1,599,153
IX-7 Other salaries and wagesPrograms $30,376,937 · Management $241,074 · Fundraising $0$30,618,011
IX-9 Other employee benefitsPrograms $2,038,769 · Management $17,596 · Fundraising $0$2,056,365
IX-10 Payroll taxesPrograms $2,279,820 · Management $43,886 · Fundraising $0$2,323,706
IX-11a Management feesPrograms $0 · Management $134,886 · Fundraising $0$134,886
IX-11b Legal feesPrograms $0 · Management $555,150 · Fundraising $0$555,150
IX-11c Accounting feesPrograms $0 · Management $96,041 · Fundraising $0$96,041
IX-11g Other fees for servicesPrograms $337,742 · Management $3,411 · Fundraising $0$341,153
IX-13 Office expensesPrograms $15,360 · Management $354 · Fundraising $0$15,714
IX-14 Information technologyPrograms $46,459 · Management $516 · Fundraising $0$46,975
IX-16 OccupancyPrograms $46,865 · Management $2,961 · Fundraising $0$49,826
IX-17 TravelPrograms $28,677 · Management $258 · Fundraising $0$28,935
IX-21 Payments to affiliatesPrograms $7,247,218 · Management $0 · Fundraising $0$7,247,218
IX-23 InsurancePrograms $276,900 · Management $32,718 · Fundraising $0$309,618
IX-24 Other expenses (24a–d)Programs $23,269 · Management $4,535 · Fundraising $0$27,804
IX-24e All other expensesPrograms $0 · Management $4,000 · Fundraising $0$4,000
IX-25 Total functional expensesPrograms $43,852,915 · Management $1,601,640 · Fundraising $0$45,454,555
Part X · Balance sheet $24,244,381 assets, 13 lines filed
X-1 Cash, non-interest-bearingStart of year $2,096,601$1,302,852
X-2 Savings and temporary cash investmentsStart of year $4,356,630$4,868,108
X-4 Accounts receivableStart of year $8,451,515$7,792,559
X-11 Publicly traded securitiesStart of year $2,250,543$2,180,562
X-12 Other securitiesStart of year $6,250,000$8,000,000
X-15 Other assetsStart of year $100,300$100,300
X-16 Total assetsStart of year $23,505,589$24,244,381
X-17 Accounts payable and accrued expensesStart of year $2,211,102$2,364,326
X-24 Unsecured notes and loans payableStart of year $1,673,185$1,673,185
X-25 Other liabilitiesStart of year $2,823,334$3,500,181
X-26 Total liabilitiesStart of year $6,707,621$7,537,692
X-32 Total net assets or fund balancesStart of year $16,797,968$16,706,689
X-33 Total liabilities and net assetsStart of year $23,505,589$24,244,381
Part XI · Reconciliation of net assets $16,706,689 net assets at year end
XI-1 Total revenue$45,503,791
XI-2 Total expenses$45,454,555
XI-3 Revenue less expenses$49,236
XI-4 Net assets at start of year$16,797,968
XI-5 Net unrealized gains (losses) on investments−$140,515
XI-10 Net assets at end of year$16,706,689

Form 990 e-file (XML) FY2022 from the IRS · Classification, formation year and address from the IRS Business Master File

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