Sphere Institute

Burlingame, CA
Tax-exempt since July 1997
EIN: 91-1748201

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Social Science Research Institutes, Services / Social Science Institutes, Services (NTEE)

Donations to this organization are tax deductible.

Revenue

$1.81M (2024)

Expenses

$1.59M (2024)

Total Assets

$26M (2024)

Total Liabilities

$7.07M (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$1,809,880

Expenses

$1,585,066

Net Income

$224,814

Net Assets

$18,886,533

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$1,600,224	88.4%
Program Services	$0
Investment Income	$209,656	11.6%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$45,219	2.9%

Assets/Debt
Total Assets	$25,957,706
Total Liabilities	$7,071,173
Net Assets	$18,886,533

Compensation

Key Employees and Officers	Compensation	Related	Other
Thomas E Macurdy (President)	$0	$647,338	$0
Jonathan Gibbs (Chief Operating Officer)	$0	$352,674	$6,863
Maria Del Mar Jauregui Vazquez (Director Of Employee Development)	$0	$202,530	$4,678
Felix Tismer (Chief Financial Officer)	$0	$180,373	$11,599
Cara Bowman (Secretary)	$0	$160,868	$21,631
Akis Charbonneau (Director Of Human Resources)	$0	$158,855	$11,102
Gregory Boro (Treasurer)	$0	$51,813	$18,457
Frank Wolak (Board Member)	$0	$0	$0
Janifer Stackhouse (Board Member)	$0	$0	$0
Nicole Moutoux (Board Member)	$0	$0	$0
Semion Lyandres (Board Member)	$0	$0	$0

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990

Filed on Aug. 6, 2025

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Dec.
2023

Revenue

$755,457

Expenses

$540,875

Net Income

$214,582

Net Assets

$18,500,752

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$577,313	76.4%
Program Services	$0
Investment Income	$178,144	23.6%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$73,917	13.7%

Assets/Debt
Total Assets	$27,083,742
Total Liabilities	$8,582,990
Net Assets	$18,500,752

Compensation

Key Employees and Officers	Compensation	Related	Other
Jonathan Gibbs (Board Member)	$0	$361,482	$7,136
Thomas E Macurdy (President)	$0	$601,228	$0
Semion Lyandres (Board Member)	$0	$0	$0
Janifer Stackhouse (Board Member)	$0	$0	$0
Gregory Boro (Treasurer)	$0	$46,266	$1,157
Felix Tismer (Chief Financial Officer)	$0	$163,571	$10,437
Cara Bowman (Secretary)	$0	$0	$0
Maria Del Mar Jauregui Vazquez (Director Of Employee Development)	$0	$185,883	$4,474
Akis Charbonneau (Director Of Human Resources)	$0	$150,112	$10,164
Bonnie Johnson (Director Of Contracts)	$0	$146,717	$19,444

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990

Filed on Nov. 14, 2024

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Fiscal Year Ending Dec.
2022

Revenue

$45,503,791

Expenses

$45,454,555

Net Income

$49,236

Net Assets

$16,706,689

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$45,338,787	99.6%
Investment Income	$165,004	0.4%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$1,599,153	3.5%
Professional Fundraising Fees	$0
Other Salaries and Wages	$30,618,011	67.4%

Assets/Debt
Total Assets	$24,244,381
Total Liabilities	$7,537,692
Net Assets	$16,706,689

Compensation

Key Employees and Officers	Compensation	Related	Other
Gregory Boro (Director Of Business Operations)	$243,862	$0	$0
Jonathan Stanton (Sr. Systems/Network Engineer)	$228,783	$0	$0
Maria Del Mar Jauregui Vazquez (Director Employee Development)	$216,392	$0	$0
Jeffrey S Carwile (Product Development Director)	$212,012	$0	$0
Bruno Garcia (Senior Research Manager)	$205,810	$0	$0
Edward Sung (Research Manager)	$197,361	$0	$0
Binglie Luo (Research Manager)	$195,565	$0	$0
Thomas E Ma Curdy (President)	$95,368	$0	$621,270
Semion Lyandres (Board Vice Chairman)	$2,000	$0	$0
Janifer Stackhouse (Board Co Chair)	$2,000	$0	$0
Jonathan Gibbs (Board Member)	$0	$359,041	$0
Felix Tismer (Chief Financial Officer)	$0	$200,561	$0
Akis Charbonneau (Sr. Human Resources Manager)	$0	$150,064	$0
Bonnie Johnson (Director Of Contracts)	$0	$164,024	$0
Gerald P Gillespie (Board Co Chair)	$0	$0	$0

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990

Filed on Oct. 9, 2023

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Fiscal Year Ending Dec.
2021

Revenue

$38,922,050

Expenses

$38,725,976

Net Income

$196,074

Net Assets

$16,797,968

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$38,812,555	99.7%
Investment Income	$109,495	0.3%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$1,372,737	3.5%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$23,505,589
Total Liabilities	$6,707,621
Net Assets	$16,797,968

Compensation

Key Employees and Officers	Compensation	Related	Other
Gregory Boro (Director Business Operations)	$227,517	$0	$0
Jonathan Stanton (Sr. Systems Engineer)	$226,445	$0	$0
Maria Del Mar Jauregui Vazquez (Director Employee Development)	$221,177	$0	$0
Amy Brehm (Associate Research Manager)	$194,943	$0	$0
Jeffrey S Carwile (Product Director)	$194,351	$0	$0
Vaikath A Job (Sr. Policy Researcher)	$192,123	$0	$0
Thomas E Ma Curdy (President)	$114,181	$0	$557,131
Gianfranco Balsamo (Board Member)	$2,000	$0	$0
Jonathan Gibbs (Board Member)	$0	$397,452	$0
Gerald P Gillespie (Board Chairman)	$0	$0	$0
Semion Lyandres (Board Vice Chairman)	$0	$0	$0
Janifer Stackhouse (Board Member)	$0	$0	$0

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990

Filed on May 16, 2022

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Fiscal Year Ending Dec.
2020

Revenue

$35,028,299

Expenses

$33,213,539

Net Income

$1,814,760

Net Assets

$16,616,650

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$34,946,118	99.8%
Investment Income	$82,181	0.2%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$3,253,299	9.8%
Professional Fundraising Fees	$0
Other Salaries and Wages	$19,936,706	60.0%

Assets/Debt
Total Assets	$22,544,496
Total Liabilities	$5,927,846
Net Assets	$16,616,650

Compensation

Key Employees and Officers	Compensation	Related	Other
Gregory Boro (Finance Director)	$220,307	$0	$0
Jonathan Stanton (Research Leader)	$212,394	$0	$0
Jeffrey Scott Carwile (Research Leader)	$188,471	$0	$0
Vaikath Job (Research Leader)	$182,463	$0	$0
Maria Jauregui Vazkuez (Research Leader)	$181,377	$0	$0
Nan Chen (Research Leader)	$180,496	$0	$0
Paul Kim (Research Leader)	$175,334	$0	$0
Bruno Garcia (Research Leader)	$171,746	$0	$0
Joyce Lam (Research Leader)	$165,783	$0	$0
Yugin Wei (Research Leader)	$160,519	$0	$0
Edward Sung (Associate)	$158,263	$0	$0
Lu Yin (Associate)	$155,680	$0	$0
Binglie Luo (Associate)	$150,650	$0	$0
Nathaniel Lee Luders (Associate)	$147,924	$0	$0
Qingyu Li (Associate)	$147,845	$0	$0
Jiemin Liao (Associate)	$142,164	$0	$0
Ji Gan (Associate)	$140,880	$0	$0
Amanda Walsh (Associate)	$140,839	$0	$0
Mohammad Alam Adeel (Associate)	$137,632	$0	$0
Thomas E Ma Curdy (President)	$84,532	$0	$730,548
Gerald P Gillespie (Chairman Of The Board)	$2,000	$0	$0
Semion Lyandres (Vice Chairman Board)	$2,000	$0	$0
Gianfranco Balsamo (Board Member)	$2,000	$0	$0
Jenifer Stackhouse (Board Member)	$2,000	$0	$0
Jonathan Gibbs Former (Officer, Board Member)	$0	$326,783	$0

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990

Filed on Nov. 6, 2021

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Fiscal Year Ending Dec.
2019

Revenue

$29,248,339

Expenses

$28,903,711

Net Income

$344,628

Net Assets

$14,801,890

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$29,167,281	99.7%
Investment Income	$81,058	0.3%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$2,893,233	10.0%
Professional Fundraising Fees	$0
Other Salaries and Wages	$16,354,955	56.6%

Assets/Debt
Total Assets	$19,498,336
Total Liabilities	$4,696,446
Net Assets	$14,801,890

Compensation

Key Employees and Officers	Compensation	Related	Other
Gregory Boro (Finance Director)	$200,761	$0	$0
Jonathan Stanton (Associate)	$185,284	$0	$0
Maria Del Mar Jaurequi Vaszquez (Associate)	$171,926	$0	$0
Nan Chen (Associate)	$166,071	$0	$0
Vaikath Job (Associate)	$163,172	$0	$0
Lewis Mark Wollen (Associate)	$159,140	$0	$0
Bruno Garcia (Associate)	$157,804	$0	$0
Amy Brehm (Associate)	$153,476	$0	$0
Nathaniel Cameron Lee Luders (Associate)	$152,293	$0	$0
Christopher M Worrall (Associate)	$147,804	$0	$0
Edward Sung (Associate)	$145,954	$0	$0
Ivana Stosic (Associate)	$141,863	$0	$0
Joyce Lam (Associate)	$140,492	$0	$0
Yugin Wei (Associate)	$134,514	$0	$0
Jiemin Liao (Associate)	$133,145	$0	$0
Vedita Bapat (Associate)	$132,232	$0	$0
Amrit Sigh (Associate)	$117,625	$0	$0
Dimitra Politi (Associate)	$115,545	$0	$0
Mohammad Mobashshir (Associate)	$110,120	$0	$0
Thomas E Ma Curdy (President)	$56,012	$0	$530,112
Gerald P Gillespie (Chairman)	$2,000	$0	$0
Semion Lyandres (Vice Chair)	$2,000	$0	$0
Gianfranco Balsamo (Board Member)	$2,000	$0	$0
Jenifer Stackhouse (Board Member)	$2,000	$0	$0
Jonathan Gibbs (Board Member)	$0	$292,531	$0

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990

Filed on July 6, 2020

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Fiscal Year Ending Dec.
2018

Revenue

$25,893,442

Expenses

$25,501,862

Net Income

$391,580

Net Assets

$14,457,262

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$25,820,563	99.7%
Investment Income	$72,879	0.3%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$2,943,854	11.5%
Professional Fundraising Fees	$0
Other Salaries and Wages	$13,639,793	53.5%

Assets/Debt
Total Assets	$18,378,634
Total Liabilities	$3,921,372
Net Assets	$14,457,262

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2017

Revenue

$21,512,966

Expenses

$21,434,211

Net Income

$78,755

Net Assets

$14,065,682

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$21,465,009	99.8%
Investment Income	$47,957	0.2%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$2,808,768	13.1%
Professional Fundraising Fees	$0
Other Salaries and Wages	$10,749,661	50.2%

Assets/Debt
Total Assets	$16,953,217
Total Liabilities	$2,887,535
Net Assets	$14,065,682

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2016

Revenue

$20,837,258

Expenses

$14,906,721

Net Income

$5,930,537

Net Assets

$13,986,927

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$20,801,678	99.8%
Investment Income	$35,580	0.2%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$2,534,674	17.0%
Professional Fundraising Fees	$0
Other Salaries and Wages	$8,150,233	54.7%

Assets/Debt
Total Assets	$16,658,034
Total Liabilities	$2,671,107
Net Assets	$13,986,927

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2015

Revenue

$14,964,511

Expenses

$11,738,995

Net Income

$3,225,516

Net Assets

$8,056,390

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$14,963,098	100.0%
Investment Income	$1,413	0.0%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$1,665,478	14.2%
Professional Fundraising Fees	$0
Other Salaries and Wages	$6,279,151	53.5%

Assets/Debt
Total Assets	$9,016,273
Total Liabilities	$959,883
Net Assets	$8,056,390

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2014

Revenue

$11,400,459

Expenses

$9,230,583

Net Income

$2,169,876

Net Assets

$4,830,874

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$11,398,647	100.0%
Investment Income	$1,812	0.0%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$985,640	10.7%
Professional Fundraising Fees	$0
Other Salaries and Wages	$5,464,811	59.2%

Assets/Debt
Total Assets	$5,494,130
Total Liabilities	$663,256
Net Assets	$4,830,874

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

PDF (2 of 2)

Fiscal Year Ending Dec.
2013

Revenue

$6,628,298

Expenses

$5,228,598

Net Income

$1,399,700

Net Assets

$2,660,998

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$6,627,647	100.0%
Investment Income	$651	0.0%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$615,506	11.8%
Professional Fundraising Fees	$0
Other Salaries and Wages	$3,100,270	59.3%

Assets/Debt
Total Assets	$3,093,668
Total Liabilities	$432,670
Net Assets	$2,660,998

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

PDF (2 of 2)

Fiscal Year Ending Dec.
2012

Revenue

$4,413,221

Expenses

$3,802,220

Net Income

$611,001

Net Assets

$1,261,298

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$3,933,569	89.1%
Investment Income	$0
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$479,652	10.9%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$588,068	15.5%
Professional Fundraising Fees	$0
Other Salaries and Wages	$1,671,298	44.0%

Assets/Debt
Total Assets	$1,682,153
Total Liabilities	$420,855
Net Assets	$1,261,298

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$3,599,579

Expenses

$3,445,055

Net Income

$154,524

Net Assets

$649,712

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$3,599,150	100.0%
Investment Income	$429	0.0%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$500,678	14.5%
Professional Fundraising Fees	$0
Other Salaries and Wages	$1,487,736	43.2%

Assets/Debt
Total Assets	$641,110
Total Liabilities	-$8,602
Net Assets	$649,712

990

Primary tax return for a nonprofit’s activities, finances, and governance

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

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What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

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Sphere Institute

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $1.81M (2024)

Expenses $1.59M (2024)

Total Assets $26M (2024)

Total Liabilities $7.07M (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

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990

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

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990

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

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990

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

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990

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990

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990

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990

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990

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Revenue

$1.81M (2024)

Expenses

$1.59M (2024)

Total Assets

$26M (2024)

Total Liabilities

$7.07M (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending July
2005

Fiscal Year Ending July
2004

Fiscal Year Ending July
2003

Fiscal Year Ending July
2002