Simons Laufer Mathematical Sciences Institute

Tax-deductible

Berkeley, CA501(c)(3)Since 1980Science & TechnologyEIN 94-2650833

The mission of the simons laufer mathematical sciences institute (slmath) is to: foster and communicate mathematical research in a broad range of fundamental topics and applications, develop mathematical talent and cultivate excellence, community and engagement, and inspire an appreciation of the power, beauty, and joy of mathematics.

501(c)(3) charity; gifts are tax-deductible.
80¢ of each $1 spent went to programs.
Run by 64 volunteers and 29 employees.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2024 · 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 $12.1M a year · 50% of revenue · last 5 filings
Fine: a surplus in 4 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
80%
of spending
Looks good: 80% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$1.7M
to officers and key staff · 12% of spending
Top officer’s pay lower than 67% of similar orgs
Looks good: pay to officers and key staff is 12% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
5 mo
of spending, in cash
Looks good: 5.0 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $50K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$630K
0.5% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
29
of 31 voting members
Looks good: 29 of 31 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$19.1M
-15% vs prior year
Spent
$13.4M
To programs
80%
Net assets
$120.9M
By yearFY2020–FY2024
Revenue
$19.1M
FY2024▼ -15%
Revenue by fiscal year
FY2020$9.3M
FY2021$45.8M
FY2022$21.4M
FY2023$21.9M
FY2024$22.5M
FY2024$19.1M
Expenses
$13.4M
FY2024▼ -6%
Expenses by fiscal year
FY2020$10.6M
FY2021$8.4M
FY2022$13.3M
FY2023$14.0M
FY2024$14.2M
FY2024$13.4M
Net assets
$120.9M
FY2024▲ +10%
Net assets by fiscal year
FY2020$44.9M
FY2021$84.8M
FY2022$89.2M
FY2023$99.8M
FY2024$110.1M
FY2024$120.9M

From the FY2024 Form 990 · figures checked against the IRS filing · see the original

Give Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Apr 1980.

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

Where the money goes

80 cents of each dollar spent went to programs.

Program services 80% · $10.7M Management & general 14% · $1.9M Fundraising 6% · $795K

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

Who runs it and what they're paid

42 people listed on the 990; $1.7M paid to officers and key staff.

Part VII, Section A · reportable compensation
Director
$331,194Pt VII · Sec A
Deputy Director
$244,389Pt VII · Sec A
Director for Advancement &
$232,388Pt VII · Sec A
Controller
$178,750Pt VII · Sec A
IT Manager
$148,207Pt VII · Sec A
Operations Manager
$140,223Pt VII · Sec A
Grants and Data Manager
$139,604Pt VII · Sec A
Program Manager
$132,338Pt VII · Sec A

Tatiana Toro’s $331K as Director is at the 33rd percentile of top reported officer pay among 139 $10–100M science & technology 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

NameFY2024FY2024FY2023FY2022FY2021FY2020
Tatiana Toro$331,194$317,962$176,415———
Helene Barcelo$244,389$306,008$315,947$293,194$289,215$268,468
Annie Averitt$232,388$231,725$241,646$223,308$207,566$201,632
David Eisenbud——$214,237$175,185$181,450$134,476
Aaron Hale———$203,951$196,035$187,395
Stefanie Yurus$178,750$176,246$176,732$151,145$148,765$144,599
Demaur Owens$148,207$147,321$145,679$120,433$105,410—
Arthur Bosse$140,223$143,312$141,900$128,918$138,333$123,957

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 2Yes
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Fosters mathematical research by bringing together top scientists for creative collaboration.

Provided by the organization

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3 program services account for $10.7M of program spending, described in the organization's own filed words · FY2024.
01

Scientific Programs

Slmath conducts broadly-based research programs in the mathematical sciences and closely related fields. In any given year, slmath conducts between two and four thematic research programs, each lasting either 5 months or 10 months.

$8.7Mprogram expense
02

Computing and Communication

Slmath provides information technology (it) resources and services to its researchers and the broader math community worldwide. Slmath 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.

$1.3Mprogram expense
03

Math and Society Programs

Slmath sponsors a number of programs and activities with the goals to enhance both k-12 mathematics education and the public understanding of and appreciation for MATHEMATICS.THESE programs include supporting the bay area mathematics olympiad (bamo, a mathematics-related event for students in grade 12 or under), the mathical book prize…

$644Kprogram expense

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Funders

Who pays for it.

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

Grants

Schedule I · received and paid
Grants received · FY2025
Total grants receivedfrom 1 funder$50K
Grants paid · 6 grants · $23.4M · 2019–2024
Unitemized GrantFY2024$4,720,599
Unitemized GrantFY2023$5,192,536
Unitemized GrantFY2022$5,090,381
Unitemized GrantFY2021$4,284,291
Unitemized GrantFY2020$1,013,532
Unitemized GrantFY2019$3,088,763

By the numbers

The FY2024 990, line by line.

1The main four
Money inPt VIII
$19.1M
Ln 12
Gifts and grantsLn 1h$15.7M
Investment incomeLn 3$2.9M
Fees for servicesLn 2g$535K
Money outPt IX
$13.4M
Ln 25
Programscol B$10.7M
Managementcol C$1.9M
Fundraisingcol D$795K
Owns and owesPt X
$120.9M
net assets · Ln 32
Cash and savingsLn 1–2$5.5M
Total assetsLn 16$121.5M
LiabilitiesLn 26$630K
PeoplePt VI, VII
42
listed · VII A
PaidVII A9
Voting boardVI 1a31
IndependentVI 1b29
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$15.7M
Government grantsLn 1e$6.2M
Noncash giftsLn 1g$485K
Fees for servicesLn 2g$535K
Investment incomeLn 3$2.9M
Other incomeLn 4–11$4K
Gains on assetsLn 7$900K
Total revenueLn 12$19.1M
Assets in detailPt X, end of year
CashLn 1$3K
SavingsLn 2$5.5M
Cash and savings togetherLn 1–2$5.5M
InvestmentsLn 11–13$87.6M
Land, buildings, equipmentLn 10c$4.8M
Other assetsLn 15$23K
Total assetsLn 16$121.5M
LiabilitiesLn 26$630K
Net assetsLn 32$120.9M
OperationsPt I, VI
EmployeesI 529
VolunteersI 664
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 FY24End FY24
Cash and savingsLn 1–2$3.6M$5.5M
InvestmentsLn 11–13$71.7M$87.6M
Land, buildings, equipmentLn 10c$5.1M$4.8M
Total assetsLn 16$111.1M$121.5M
LiabilitiesLn 26$1.0M$630K
Net assetsLn 32$110.1M$120.9M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic individualsLn 2$4.7M$4.7M
Grants and assistance to foreign recipientsLn 3$148K$148K
Pay of current officers, directors and key staffLn 5$1.1M$679K$280K$155K
Other salaries and wagesLn 7$1.9M$1.2M$482K$267K
Pension plan contributionsLn 8$191K$113K$57K$22K
Other employee benefitsLn 9$396K$234K$118K$45K
Payroll taxesLn 10$205K$122K$58K$25K
Legal feesLn 11b$24K$210$24K$1
Accounting feesLn 11c$94K$85K$9K
Investment management feesLn 11f$329K$329K
Other fees for servicesLn 11g$1.2M$887K$137K$137K
Office expensesLn 13$88K$57K$9K$22K
Information technologyLn 14$284K$284K$132
OccupancyLn 16$311K$273K$33K$5K
TravelLn 17$58K$30K$3K$25K
Depreciation, depletion and amortizationLn 22$418K$379K$34K$6K
InsuranceLn 23$419K$361K$50K$8K
Other expenses (24a–d)Ln 24$1.4M$1.2M$111K$71K
All other expensesLn 24e$60K$11K$50K−$507
Total functional expensesLn 25$13.4M$10.7M$1.9M$795K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 $22.5M$14.2M$8.3M$110.1M 990 PDF
FY2023 $21.9M$14.0M$7.8M$99.8M 990 PDF
FY2022 $21.4M$13.3M$8.1M$89.2M 990 PDF
FY2021 $45.8M$8.4M$37.4M$84.8M 990 PDF
FY2020 $9.3M$10.6M−$1.3M$44.9M 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 FY2024 990 (4 parts)
Part VIII · Statement of revenue $19,132,890 across 9 lines filed
Lines not itemized here account for $2,177 of total revenue; see the IRS return.
VIII-1e Government grants$6,167,157
VIII-1f All other contributions, gifts and grants$9,497,572
VIII-1g Noncash contributions (included above)$485,464
VIII-1h Total contributions, gifts and grants$15,664,729
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $535,125$535,125
VIII-3 Investment incomeExcluded from tax $2,029,377$2,029,377
VIII-5 RoyaltiesExcluded from tax $1,970$1,970
VIII-7 Net gain or loss on sales of assetsExcluded from tax $899,512$899,512
VIII-12 Total revenueRelated to mission $537,302 · Unrelated business $0 · Excluded from tax $2,930,859$19,132,890
Part IX · Statement of functional expenses $13,365,361 across 19 lines filed
IX-2 Grants to domestic individualsPrograms $4,720,599$4,720,599
IX-3 Grants and assistance to foreign recipientsPrograms $147,873$147,873
IX-5 Pay of current officers, directors and key staffPrograms $678,949 · Management $279,870 · Fundraising $154,744$1,113,563
IX-7 Other salaries and wagesPrograms $1,169,991 · Management $482,281 · Fundraising $266,663$1,918,935
IX-8 Pension plan contributionsPrograms $112,717 · Management $56,988 · Fundraising $21,522$191,227
IX-9 Other employee benefitsPrograms $233,730 · Management $117,798 · Fundraising $44,774$396,302
IX-10 Payroll taxesPrograms $121,861 · Management $58,394 · Fundraising $24,541$204,796
IX-11b Legal feesPrograms $210 · Management $24,134 · Fundraising $1$24,345
IX-11c Accounting feesManagement $85,196 · Fundraising $9,095$94,291
IX-11f Investment management feesManagement $328,718$328,718
IX-11g Other fees for servicesPrograms $887,239 · Management $136,994 · Fundraising $136,818$1,161,051
IX-13 Office expensesPrograms $57,433 · Management $9,034 · Fundraising $21,882$88,349
IX-14 Information technologyPrograms $283,771 · Fundraising $132$283,903
IX-16 OccupancyPrograms $272,723 · Management $32,661 · Fundraising $5,444$310,828
IX-17 TravelPrograms $29,936 · Management $2,783 · Fundraising $25,355$58,074
IX-22 Depreciation, depletion and amortizationPrograms $378,882 · Management $33,600 · Fundraising $5,600$418,082
IX-23 InsurancePrograms $361,053 · Management $49,947 · Fundraising $8,324$419,324
IX-24 Other expenses (24a–d)Programs $1,242,990 · Management $111,145 · Fundraising $70,521$1,424,656
IX-24e All other expensesPrograms $11,428 · Management $49,524 · Fundraising −$507$60,445
IX-25 Total functional expensesPrograms $10,711,385 · Management $1,859,067 · Fundraising $794,909$13,365,361
Part X · Balance sheet $121,544,753 assets, 17 lines filed
X-1 Cash, non-interest-bearingStart of year $4,276$2,744
X-2 Savings and temporary cash investmentsStart of year $3,599,445$5,546,393
X-3 Pledges and grants receivableStart of year $30,559,936$23,498,331
X-4 Accounts receivableStart of year $24,839$15,862
X-9 Prepaid expenses and deferred chargesStart of year $152,412$41,632
X-10c Land, buildings and equipment, netStart of year $5,086,083$4,768,554
X-11 Publicly traded securitiesStart of year $59,077,181$68,400,648
X-12 Other securitiesStart of year $12,590,740$19,248,038
X-15 Other assetsStart of year $21,955$22,551
X-16 Total assetsStart of year $111,116,867$121,544,753
X-17 Accounts payable and accrued expensesStart of year $999,551$622,487
X-19 Deferred revenueStart of year $13,230$7,419
X-26 Total liabilitiesStart of year $1,012,781$629,906
X-27 Net assets without donor restrictionsStart of year $5,700,624$8,259,906
X-28 Net assets with donor restrictionsStart of year $104,403,462$112,654,941
X-32 Total net assets or fund balancesStart of year $110,104,086$120,914,847
X-33 Total liabilities and net assetsStart of year $111,116,867$121,544,753
Part XI · Reconciliation of net assets $120,914,847 net assets at year end
XI-1 Total revenue$19,132,890
XI-2 Total expenses$13,365,361
XI-3 Revenue less expenses$5,767,529
XI-4 Net assets at start of year$110,104,086
XI-5 Net unrealized gains (losses) on investments$5,043,232
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$120,914,847

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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