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Nonprofit · EIN 94-2650833

SIMONS LAUFER MATHEMATICAL SCIENCES INSTITUTE

Tax-exempt · BERKELEY, CA 94720

Financials

$21.9M$14M2022$22.5M$14.2M2023$19.1M$13.4M2024
Revenue Expenses · by fiscal year end
Financials of SIMONS LAUFER MATHEMATICAL SCIENCES INSTITUTE by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
July 31, 2025990$19,132,890$13,365,361$5,767,529$121,544,753$629,906$120,914,847
July 31, 2024990$22,511,049$14,170,339$8,340,710$111,116,867$1,012,781$110,104,086
July 31, 2023990$21,852,956$14,049,987$7,802,969$100,857,692$1,106,411$99,751,281
Financial details: 990 for the year ended July 31, 2025

Revenue

Contributions, gifts and grants
$15,664,729
of which government grants
$6,167,157
Program service revenue
$535,125
Investment income
$2,928,889
Royalties
$1,970
Net gain from sales of assets
$899,512
Net income from sales of inventory
$2,177
Other revenue
$4,147

Expenses

Grants and similar amounts paid
$4,868,472
Compensation of officers, directors and key employees
$1,113,563
Other salaries and wages
$1,918,935
Salaries, compensation and benefits (total)
$3,824,823
Professional fundraising fees
$0
Legal fees
$24,345
Accounting fees
$94,291
Occupancy
$310,828
Travel
$58,074
Depreciation
$418,082
Program services (functional)
$10,711,385
Management and general (functional)
$1,859,067
Fundraising (functional)
$794,909

Balance sheet and other

Total assets, start of year
$111,116,867
Total assets, end of year
$121,544,753
Total liabilities, end of year
$629,906
Net assets, end of year
$120,914,847
Land, buildings and equipment
$4,768,554
Publicly traded securities
$68,400,648
Net assets without donor restrictions
$8,259,906
Net assets with donor restrictions
$112,654,941
Gross receipts
$43,355,767
Employees
29
Volunteers
64
Year formed
1980
State of legal domicile
CA

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended July 31, 2025, highest compensation first.

NameTitleHours / weekCompensationOther / benefits
TATIANA TORODIRECTOR
Trustee or director, Officer
40$331,194$77,309
HELENE BARCELODEPUTY DIRECTOR
Trustee or director, Officer
40$244,389$49,081
ANNIE AVERITTDIRECTOR FOR ADVANCEMENT &
Officer
40$232,388$34,771
STEFANIE YURUSCONTROLLER
Officer
40$178,750$62,422
ARTHUR BOSSEOPERATIONS MANAGER
Highest-paid employee
40$140,223$48,222
ALAINA DRAKE-MOOREGRANTS AND DATA MANAGER
Highest-paid employee
40$139,604$38,782
DEMAUR OWENSIT MANAGER
Highest-paid employee
40$148,207$28,166
CHRISTINE MARSHALLPROGRAM MANAGER
Highest-paid employee
40$132,338$40,006
UTA LORENZENASSOCIATE DIRECTOR FOR ADV
Highest-paid employee
40$121,754$30,680
IAN AGOLTRUSTEE
Trustee or director
1$0$0
EDWARD D BAKERTRUSTEE
Trustee or director
2$0$0
DEBORAH LOEWENBERG BALLTRUSTEE
Trustee or director
1$0$0
VINEER BHANSALITRUSTEE
Trustee or director
1$0$0
CAROL CHRISTBOARD CHAIR FROM 4/1/25
Trustee or director, Officer
4$0$0
MAY P CHUTRUSTEE
Trustee or director
1$0$0
27 more people on this return
NameTitleHours / weekCompensation
INGRID DAUBECHIESTRUSTEE FROM 3/1/25
Trustee or director
1$0
STEPHEN DELLA PIETRATRUSTEE
Trustee or director
1$0
VINCENT DELLA PIETRATRUSTEE
Trustee or director
1$0
DAVID DONOHOTRUSTEE
Trustee or director
1$0
CHARLES FEFFERMANTRUSTEE
Trustee or director
1$0
SEAN FAHEYTRUSTEE
Trustee or director
1$0
ROBERT FERNHOLZTRUSTEE
Trustee or director
1$0
DANIEL S FREEDTRUSTEE
Trustee or director
1$0
SYLVESTER GATESTRUSTEE FROM 3/1/25
Trustee or director
1$0
VINITA GUPTATRUSTEE
Trustee or director
1$0
MARGARET HOLENTRUSTEE
Trustee or director
1$0
RON IRVINGTRUSTEE
Trustee or director
1$0
RONALD N KAHNBOARD CHAIR TO 3/31/25
Trustee or director, Officer
4$0
MARK KLEIMANTREASURER
Trustee or director, Officer
4$0
HENRY LAUFERTRUSTEE
Trustee or director
1$0
MARSHA LAUFERTRUSTEE
Trustee or director
1$0
KRISTIN LAUTERTRUSTEE
Trustee or director
1$0
R PRESTON MCAFEETRUSTEE
Trustee or director
1$0
JACK MCCAULEYTRUSTEE
Trustee or director
1$0
DUSA MCDUFFTRUSTEE TO 2/28/25
Trustee or director
1$0
HELEN MEYERSECRETARY
Trustee or director, Officer
2$0
ANDREI OKOUNKOVTRUSTEE TO 2/28/25
Trustee or director
1$0
MARILYN SIMONSTRUSTEE
Trustee or director
1$0
SANDOR STRAUSTRUSTEE TO 2/28/25
Trustee or director
1$0
TERENCE TAOVICE CHAIRMAN
Trustee or director, Officer
2$0
RODOLFO TORRESTRUSTEE
Trustee or director
1$0
BOBBY YAZDANITRUSTEE
Trustee or director
1$0
990 for the year ended July 31, 2024: 41 people
NameTitleHours / weekCompensationOther / benefits
TATIANA TORODIRECTOR
Trustee or director, Officer
40$317,962$77,514
HELENE BARCELODEPUTY DIRECTOR
Trustee or director, Officer
40$306,008$57,072
ANNIE AVERITTDIRECTOR FOR ADVANCEMENT &
Officer
40$231,725$33,701
STEFANIE YURUSCONTROLLER
Officer
40$176,246$64,507
ARTHUR BOSSEOPERATIONS MANAGER
Highest-paid employee
40$143,312$45,326
CHRISTINE MARSHALLPROGRAM MANAGER
Highest-paid employee
40$135,062$36,939
DEMAUR OWENSIT MANAGER
Highest-paid employee
40$147,321$23,988
UTA LORENZENASSOCIATE DIRECTOR FOR ADV
Highest-paid employee
40$111,263$27,912
ALEXANDER LAWHORNEXEC. ASST TO THE DEPUTY DIRECTOR
Highest-paid employee
40$104,259$22,332
LISA JACOBSEXEC. ASST TO DIRECTOR AND BOARD LIASON
Highest-paid employee
40$103,796$19,163
IAN AGOLTRUSTEE
Trustee or director
1$0$0
DEBORAH LOEWENBERG BALLTRUSTEE
Trustee or director
1$0$0
EDWARD D BAKERTRUSTEE
Trustee or director
2$0$0
VINEER BHANSALITRUSTEE
Trustee or director
1$0$0
CAROL CHRISTTRUSTEE
Trustee or director
3$0$0
STEPHEN DELLA PIETRATRUSTEE
Trustee or director
1$0$0
VINCENT DELLA PIETRATRUSTEE
Trustee or director
1$0$0
CHARLES FEFFERMANTRUSTEE
Trustee or director
1$0$0
SEAN FAHEYTRUSTEE
Trustee or director
1$0$0
ROBERT FERNHOLZTRUSTEE
Trustee or director
1$0$0
DANIEL S FREEDTRUSTEE
Trustee or director
1$0$0
MARY P CHUTRUSTEE
Trustee or director
1$0$0
DAVID DONOHOTRUSTEE
Trustee or director
1$0$0
VINITA GUPTATRUSTEE
Trustee or director
1$0$0
MARGARET HOLENTRUSTEE
Trustee or director
1$0$0
RONALD N KAHNBOARD CHAIR
Trustee or director, Officer
4$0$0
RON IRVINGTRUSTEE
Trustee or director
1$0$0
MARK KLEIMANTREASURER
Trustee or director, Officer
4$0$0
HENRY LAUFERTRUSTEE
Trustee or director
1$0$0
KRISTIN LAUTERTRUSTEE
Trustee or director
1$0$0
R PRESTON MCAFEETRUSTEE
Trustee or director
1$0$0
JACK MCCAULEYTRUSTEE
Trustee or director
1$0$0
DUSA MCDUFFTRUSTEE
Trustee or director
1$0$0
HELEN MEYERSECRETARY
Trustee or director, Officer
2$0$0
ANDREI OKOUNKOVTRUSTEE
Trustee or director
1$0$0
MARSHA LAUFERTRUSTEE
Trustee or director
1$0$0
MARILYN SIMONSTRUSTEE
Trustee or director
1$0$0
RODOLFO TORRESTRUSTEE
Trustee or director
1$0$0
SANDOR STRAUSTRUSTEE
Trustee or director
1$0$0
TERENCE TAOVICE CHAIR
Trustee or director, Officer
2$0$0
BOBBY YAZDANITRUSTEE
Trustee or director
1$0$0
990 for the year ended July 31, 2023: 43 people
NameTitleHours / weekCompensationOther / benefits
HELENE BARCELODEPUTY DIRECTOR
Trustee or director, Officer
40$315,947$56,442
ANNIE AVERITTDIRECTOR FOR ADVANCEMENT &
Officer
40$241,646$32,569
STEFANIE YURUSCONTROLLER
Officer
40$176,732$62,623
DAVID EISENBUDDIRECTOR
Trustee or director, Officer
40$214,237$21,389
TATIANA TORODIRECTOR (FROM 8/1/22)
Trustee or director, Officer
40$176,415$35,681
ARTHUR BOSSEOPERATIONS MANAGER
Highest-paid employee
40$141,900$42,315
DEMAUR OWENSIT MANAGER
Highest-paid employee
40$145,679$22,068
CHRISTINE MARSHALLPROGRAM MANAGER
Highest-paid employee
40$130,084$34,587
UTA LORENZENASSOCIATE DIRECTOR FOR ADVANCEMENT
Highest-paid employee
40$103,081$22,765
DANIEL S FREEDTRUSTEE
Trustee or director
1$20,319$0
DUSA MCDUFFTRUSTEE
Trustee or director
1$1,458$0
IAN AGOLTRUSTEE
Trustee or director
1$0$0
EDWARD D BAKERBOARD CHAIR (THRU 2/6/23)
Trustee or director, Officer
4$0$0
DEBORAH LOEWENBERG BALLTRUSTEE
Trustee or director
1$0$0
GEORGIA BENKARTTRUSTEE
Trustee or director
1$0$0
VINEER BHANSALITRUSTEE
Trustee or director
1$0$0
CAROL CHRISTTRUSTEE
Trustee or director
3$0$0
MAY P CHUTREASURER (THRU 3/31/23)
Trustee or director, Officer
4$0$0
STEPHEN DELLA PIETRATRUSTEE
Trustee or director
1$0$0
VINCENT DELLA PIETRATRUSTEE
Trustee or director
1$0$0
CHARLES FEFFERMANTRUSTEE
Trustee or director
1$0$0
SEAN FAHEYTRUSTEE
Trustee or director
1$0$0
ROBERT FERNHOLZTRUSTEE
Trustee or director
1$0$0
SYLVESTER JAMES GATES JRTRUSTEE
Trustee or director
1$0$0
JEFF GOODBYTRUSTEE
Trustee or director
1$0$0
VINITA GUPTATRUSTEE
Trustee or director
1$0$0
MARGARET HOLENTRUSTEE
Trustee or director
1$0$0
RONALD N KAHNBOARD CHAIR (FROM 2/7/23)
Trustee or director, Officer
4$0$0
MARIA M KLAWETRUSTEE
Trustee or director
1$0$0
MARK KLEIMANTREASURER (FROM 4/1/23)
Trustee or director, Officer
4$0$0
HENRY LAUFERTRUSTEE
Trustee or director
1$0$0
KRISTIN LAUTERTRUSTEE
Trustee or director
1$0$0
R PRESTON MCAFEETRUSTEE
Trustee or director
1$0$0
JACK MCCAULEYTRUSTEE
Trustee or director
1$0$0
HELEN MEYERSECRETARY
Trustee or director, Officer
2$0$0
ANDREI OKOUNKOVTRUSTEE
Trustee or director
1$0$0
ARLIE PETTERSTRUSTEE
Trustee or director
1$0$0
JAMES H SIMONSTRUSTEE
Trustee or director
1$0$0
ROGER A STRAUCHTRUSTEE
Trustee or director
1$0$0
SANDOR STRAUSTRUSTEE
Trustee or director
1$0$0
TERENCE TAOVICE CHAIR
Trustee or director, Officer
2$0$0
DARIO VILLANITRUSTEE
Trustee or director
2$0$0
BOBBY YAZDANITRUSTEE
Trustee or director
1$0$0

Address and contacts

Address (IRS master file)
17 GAUSS WAY, BERKELEY, CA 94720-5070
Principal officer (990 for 2024)
TATIANA TORO, 17 GAUSS WAY, BERKELEY, CA 94720
Signed the 990
TATIANA TORO, DIRECTOR
Phone
(510) 642-0143
Return prepared by
BPM LLP

California records

California keeps its own records of charities and corporations. Search them by EIN 94-2650833 or by the name SIMONS LAUFER MATHEMATICAL SCIENCES INSTITUTE.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

Mission

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.

990 for the year ended July 31, 2025

Program accomplishments

  • 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. EACH SUCH PROGRAM HOSTS 60-120 MATHEMATICAL SCIENTISTS FROM ALL OVER THE WORLD WHOSE RESEARCH CENTERS ON THE PROGRAM'S THEME, DURING WHICH TIME THEY COLLABORATE ON RESEARCH, CONDUCT SEMINARS AND WORKSHOPS, AND TRAIN AND MENTOR POSTDOCTORAL FELLOWS IN THE DISCIPLINE. SLMATH ALSO HOSTS, EACH YEAR, SEVERAL STAND-ALONE WORKSHOPS ON SPECIAL TOPICS, EACH ONE LASTING FOR A PERIOD BETWEEN ONE DAY AND TWO WEEKS AND BRINGING TO SLMATH BETWEEN 40 AND 150 PARTICIPANTS. SLMATH ALSO COLLABORATES WITH OTHER MATHEMATICS INSTITUTES IN SCIENTIFIC PROGRAMS AND IN ITS EFFORTS TO ENCOURAGE PARTICIPATION IN MATHEMATICS RESEARCH PROGRAMS.
    Expenses $8,725,325 · grants $4,868,472 · revenue $537,302
  • 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. SLMATH DEVELOPS AND MAINTAINS A VMATH WEBSITE THAT STREAMS VIDEOS OF PAST PROGRAM LECTURES FOR MATHEMATICIANS AND THE GENERAL PUBLIC. IN ADDITION, SLMATH PRODUCES AND DISTRIBUTES DIGITAL VERSIONS OF ITS MOST POPULAR SCIENTIFIC AND PUBLIC EVENTS.
    Expenses $1,342,263
  • 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 (AN ANNUAL AWARD FOR FICTION AND NONFICTION BOOKS THAT INSPIRE CHILDREN PRE-K - 12 TO SEE MATH IN THE WORLD AROUND THEM), TWO BOOK DISTRIBUTION PROGRAMS (WHICH PROVIDE MATHICAL PRIZE-WINNING BOOKS TO TITLE I SCHOOLS NATIONALLY AND IN CALIFORNIA'S ALAMEDA COUNTY), AND THE CRITICAL ISSUES IN MATHEMATICS WORKSHOP (CIME, A FORUM FOR THE EXCHANGE OF IDEAS BETWEEN MATHEMATICS RESEARCHERS AND EDUCATORS).IN ADDITION, A SERIES OF FILMS, PUBLIC LECTURES, AND OTHER EVENTS ARE HOSTED AT SLMATH AND THROUGHOUT THE COUNTRY FOR THE PUBLIC. THESE EVENTS AID IN UNDERSTANDING THE IMPORTANCE OF MATHEMATICS AND ITS APPLICATIONS IN OUR SOCIETY AND CULTURE. THESE EVENTS ALSO PROVIDE ACCESS TO SIGNIFICANT RECENT ADVANCES IN THE MATHEMATICAL SCIENCES.
    Expenses $643,797

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in July, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025July 31, 2026December 15, 2026Not due yet
2024July 31, 2025December 15, 2025990 on file
2023July 31, 2024December 16, 2024990 on file

IRS record

EIN
94-2650833
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
1980
Accounting year ends
July
Files
Form 990 or 990-EZ
Assets (IRS master file)
$121,544,753
Income (IRS master file)
$43,355,767

Filing history

FormYear endedRevenueExpensesAssetsReturn
990July 2025$19,132,890$13,365,361$121,544,753IRS
990-TJuly 2025–––IRS
990July 2024$22,511,049$14,170,339$111,116,867XML
990-TJuly 2024–––IRS
990July 2023$21,852,956$14,049,987$100,857,692XML
990-TJuly 2023–––IRS
990July 2022$21,396,788$13,326,117$90,263,137IRS
990-TJuly 2022–––IRS
990July 2021–––IRS
990-TJuly 2021–––IRS
990July 2020–––IRS
990July 2019–––IRS
990July 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 94-2650833).

Questions about SIMONS LAUFER MATHEMATICAL SCIENCES INSTITUTE

What is the EIN of SIMONS LAUFER MATHEMATICAL SCIENCES INSTITUTE?
The employer identification number (EIN) of SIMONS LAUFER MATHEMATICAL SCIENCES INSTITUTE is 94-2650833.
Is SIMONS LAUFER MATHEMATICAL SCIENCES INSTITUTE tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1980.
Are donations to SIMONS LAUFER MATHEMATICAL SCIENCES INSTITUTE tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does SIMONS LAUFER MATHEMATICAL SCIENCES INSTITUTE file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of SIMONS LAUFER MATHEMATICAL SCIENCES INSTITUTE due?
The return for tax year 2025 (the year ending July 31, 2026) is due December 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did SIMONS LAUFER MATHEMATICAL SCIENCES INSTITUTE last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended July 2025.
Who is the principal officer of SIMONS LAUFER MATHEMATICAL SCIENCES INSTITUTE?
The 990 for the year ended July 31, 2025 names TATIANA TORO.
Who are the officers and directors of SIMONS LAUFER MATHEMATICAL SCIENCES INSTITUTE?
The 990 for the year ended July 31, 2025 lists 42 people; 9 received compensation from the organization, the highest $331,194 (TATIANA TORO, DIRECTOR).
How much revenue does SIMONS LAUFER MATHEMATICAL SCIENCES INSTITUTE have?
On its 990 for the year ended July 31, 2025 it reported revenue of $19,132,890, expenses of $13,365,361 and total assets of $121,544,753 at year end.

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