2025-06-25T10:47:48-05:00 2024-12-31 HAN GROUP LLC 1020 19TH STREET NW SUITE 800 WASHINGTON DC 20036 990 2024-01-01 275142743 ORCID INC ORCI 3013639090 10411 MOTOR CITY DRIVE 750 BETHESDA MD 20817 STEVE PINCHOTTI TREASURER 3013639090 2025-06-25 1 1 JENNIFER S HAN P00633304 2022937000 2025-06-25 2024 2025-03-06 01:10:19Z CHRISTIAN SHILLUM 10411 MOTOR CITY DRIVE 750 BETHESDA MD 20817 6818253 0 X WWW.ORCID.ORG X 2010 DE ORCID PROVIDES AN IDENTIFIER FOR INDIVIDUALS TO USE WITH THEIR NAME AS THEY ENGAGE IN RESEARCH, SCHOLARSHIP, AND INNOVATION ACTIVITIES. WE PROVIDE OPEN TOOLS THAT ENABLE TRANSPARENT AND TRUSTWORTHY CONNECTIONS BETWEEN RESEARCHERS, THEIR CONTRIBUTIONS, AND AFFILIATIONS. WE PROVIDE THIS SERVICE TO HELP PEOPLE FIND INFORMATION AND TO SIMPLIFY REPORTING AND ANALYSIS. 16 16 9 50 0 0 127477 509901 5428598 6036722 132080 256645 12367 7895 5700522 6811163 218393 335739 0 0 2851181 3311367 0 0 489342 2075499 2156010 5145073 5803116 555449 1008047 6044436 6880647 2606836 2490256 3437600 4390391 X ORCID PROVIDES AN IDENTIFIER FOR INDIVIDUALS TO USE WITH THEIR NAME AS THEY ENGAGE IN RESEARCH, SCHOLARSHIP, AND INNOVATION ACTIVITIES. WE PROVIDE OPEN TOOLS THAT ENABLE TRANSPARENT AND TRUSTWORTHY CONNECTIONS BETWEEN RESEARCHERS, THEIR CONTRIBUTIONS, AND AFFILIATIONS. WE PROVIDE THIS SERVICE TO HELP PEOPLE FIND INFORMATION AND TO SIMPLIFY REPORTING AND ANALYSIS. WE DO THIS BY PROVIDING THREE INTERRELATED SERVICES:- THE ORCID ID: A UNIQUE, PERSISTENT IDENTIFIER FREE OF CHARGE TO RESEARCHERS- AN ORCID RECORD CONNECTED TO THE ORCID ID, AND - A SET OF APPLICATION PROGRAMMING INTERFACES (APIS), AS WELL AS THE SERVICES AND SUPPORT OF COMMUNITIES OF PRACTICE THAT ENABLE INTEROPERABILITY BETWEEN AN ORCID RECORD AND MEMBER ORGANIZATIONS SO RESEARCHERS CAN CHOOSE TO ALLOW CONNECTION OF THEIR ID WITH THEIR AFFILIATIONS AND CONTRIBUTIONS 0 0 4419346 335738 6036722 RESEARCHERS AND SCHOLAR PERSISTENT IDENTIFIER PROGRAM - CREATING A CENTRAL REGISTRY OF UNIQUE IDENTIFIERS FOR INDIVIDUAL RESEARCHERS AND AN OPEN AND TRANSPARENT LINKING MECHANISM BETWEEN ORCID AND OTHER RESEARCH INFORMATION SYSTEMS TO SOLVE THE NAME AMBIGUITY PROBLEM IN RESEARCH COMMUNICATIONS. 4419346 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 1 1 1 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 11 0 1 9 1 0 0 0 0 0 0 0 0 0 0 0 0 X 16 16 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 MD X THOMAS TEPPER JR 3013639090 10411 MOTOR CITY DRIVE 750 BETHESDA MD 20817 LISA JANICKE HINCHLIFFE CHAIR 3.00 X X 0 0 0 CLARE APPAVOO TREASURER 3.00 X X 0 0 0 NICOLAS FRESSENGEAS BOARD MEMBER 1.00 X 0 0 0 PAUL GEMMILL BOARD MEMBER (THRU FEB. 2024) 2.00 X 0 0 0 GREGORY GORDON BOARD MEMBER 1.00 X 0 0 0 AMAL AMIN IBRAHIM RESEARCHER 1.00 X 0 0 0 CALVIN JOHNSON BOARD MEMBER (THRU FEB. 2024) 1.00 X 0 0 0 KALYNN KENNON RESEARCHER 1.00 X 0 0 0 MARA SOLEDAD BRAVO MARCHANT RESEARCHER 1.00 X 0 0 0 HEATH MARKS BOARD MEMBER 2.00 X 0 0 0 STEVE PINCHOTTI BOARD MEMBER 1.00 X 0 0 0 JANET REMMINGTON BOARD MEMBER 1.00 X 0 0 0 LORI ANN SCHULTZ BOARD MEMBER 2.00 X 0 0 0 ELLEN TISE BOARD MEMBER 1.00 X 0 0 0 MICHAEL ULLYOT BOARD MEMBER 1.00 X 0 0 0 CSAR AUGUSTO RENDN-VALENCIA BOARD MEMBER 1.00 X 0 0 0 JESSE XIAO BOARD MEMBER (THRU FEB. 2024) 1.00 X 0 0 0 ALLA ZHARINOVA BOARD MEMBER 1.00 X 0 0 0 JUDI ZIELKE BOARD MEMBER 1.00 X 0 0 0 CHRISTIAN SHILLUM EXECUTIVE DIRECTOR 40.00 X 292165 0 26746 THOMAS TEPPER JR DIR. OF FINANCE & OPERATIONS 30.00 X 98827 0 51696 STEPHANIE HARLEY SECRETARY 40.00 X 101828 0 17515 WILL SIMPSON DIR. OF TECH. (FOREIGN EMPLOYEE) 40.00 X 139527 0 5363 JULIE PETRO DIR. OF COMMUNICATIONS 40.00 X 125520 0 18417 TOM DEMERANVILLE DIR. OF PROD. (FOREIGN EE) 40.00 X 124609 0 4906 GEORGE NASH TECH LEAD (FOREIGN EMPLOYEE) 40.00 X 114634 0 4502 997110 0 129145 6 0 1 0 ACESA 125 M ESTE DE GLAXO SMITH KLINE SAN JOSE CS PROFESSIONAL EMPLOYER ORG. 349801 PAYROLL SOLUTIONS INTERNATIONAL 557 MASSEY ROAD GUELPH CA N1K 1B3 PROFESSIONAL EMPLOYER ORG. 269735 AMAZON WEB SERVICES 410 TERRY AVE NORTH SEATTLE WA 981095210 PROFESSIONAL EMPLOYER ORG. 261783 HOLLAND PAYROLL FRANCOIS HAVERSCHMIDTWEI 2 LEEUWARDEN NL 8914 BC PROFESSIONAL EMPLOYER ORG. 206480 LINUXRECRUIT 51 EASTCHEAP LONDON UK EC3M 1JP PROFESSIONAL EMPLOYER ORG. 111757 5 509901 509901 MEMBERSHIP DUES 900099 6036722 6036722 6036722 256345 256345 7390 7090 300 300 300 REBATES AND REWARDS 900099 7837 7837 MISCELLANEOUS REVENUE 900099 58 58 7895 6811163 6036722 0 264540 206000 206000 129739 129739 588777 111619 397430 79728 2163207 1706404 230270 226533 24574 22389 2185 209429 180337 747 28345 325380 220199 68481 36700 89477 55165 17156 17156 23747 23747 289916 251138 17379 21399 47171 32096 9727 5348 561529 561529 352672 238669 74225 39778 18643 9321 9322 19 19 558633 558318 205 110 38235 25875 8047 4313 PROF. DUES/MEMB/SUBS 153639 103802 32536 17301 BAD DEBT EXPENSE 11771 11771 FX LOSS 9968 6746 2098 1124 STATE/FEDERAL FILING 590 0 590 0 5803116 4419346 894428 489342 999154 270141 41100 4902 142532 160767 5272358 4702607 565981 569751 4221061 5720320 74608 154766 6044436 6880647 153155 169077 1752548 2321179 550000 0 151133 0 2606836 2490256 X 3437600 4390391 3437600 4390391 6044436 6880647 X 1008047 -54346 -910 X X 0 1 X 1 0 X 221000 837571 127477 509901 1695949 4464992 4785813 5204775 5428598 6036722 25920900 4685992 4785813 6042346 5556075 6546623 27616849 251471 251471 0 251471 251471 27365378 29754 22623 48802 131729 256345 489253 29754 22623 48802 131729 256345 489253 5743 5891 58 11692 4721489 4808436 6097039 5687804 6803026 28117794 0.97320 0.98920 0.01740 0.01010 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 21863 21863 0 5250495 4680744 569751 569751 X 6756817 -54346 -54346 6811163 0 6811163 5804026 910 910 5803116 0 5803116 PART X, LINE 2: THE ORGANIZATION FOLLOWS THE AUTHORITATIVE GUIDANCE RELATING TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES INCLUDED IN ASC TOPIC 740-10, INCOME TAXES. THESE PROVISIONS PROVIDE CONSISTENT GUIDANCE FOR THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS AND PRESCRIBE A THRESHOLD OF "MORE LIKELY THAN NOT" FOR RECOGNITION AND DERECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. IT IS THE ORGANIZATION'S POLICY TO RECOGNIZE INTEREST AND/OR PENALTIES RELATED TO UNCERTAIN TAX POSITIONS, IF ANY, IN INCOME TAX EXPENSES. THE ORGANIZATION PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS FOR THE YEAR ENDED DECEMBER 31, 2024, AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION ON THE FINANCIAL STATEMENTS OR THAT MAY HAVE ANY EFFECT ON ITS TAX-EXEMPT STATUS. THE STATUTE OF LIMITATIONS GENERALLY REMAINS OPEN FOR THREE TAX YEARS WITH THE U.S. FEDERAL JURISDICTION OR THE VARIOUS STATES AND LOCAL JURISDICTIONS IN WHICH THE ORGANIZATION FILES TAX RETURNS. PART XII, LINE 2D - OTHER ADJUSTMENTS: WRITE-OFF OF PRIOR YEAR REVENUE 910. 1 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 21 PROGRAM SERVICES MEMBERSHIP SUPPORT/ADMIN/TECHNOLOGY 2457170 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 GRANTMAKING 4000 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 0 11 PROGRAM SERVICES MEMBERSHIP SUPPORT/ADMIN/TECHNOLOGY 612890 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 0 0 GRANTMAKING 3762 CENTRAL AMERICA & THE CARRIBEAN 0 5 PROGRAM SERVICES MEMBERSHIP SUPPORT 544970 EAST ASIA & THE PACIFIC 0 1 PROGRAM SERVICES MEMBERSHIP SUPPORT 254140 SOUTH ASIA - AFGHANISTAN, BANGLADESH, BHUTAN, INDIA, MALDIVES, NEPAL, 0 1 PROGRAM SERVICES MEMBERSHIP SUPPORT 230340 SOUTH ASIA - AFGHANISTAN, BANGLADESH, BHUTAN, INDIA, MALDIVES, NEPAL, 0 0 GRANTMAKING 14547 SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, 0 0 GRANTMAKING 76646 SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, 0 1 PROGRAM SERVICES MEMBERSHIP SUPPORT 48790 RUSSIA & NEIGHBORING STATES 0 0 PROGRAM SERVICES MEMBERSHIP SUPPORT 30784 RUSSIA & NEIGHBORING STATES 0 0 GRANTMAKING 30784 SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, 0 0 PROGRAM SERVICES MEMBERSHIP SUPPORT 11580 MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT, 0 0 PROGRAM SERVICES MEMBERSHIP SUPPORT 5330 0 39 0 1 0 40 4121819 203914 4325733 RUSSIA & NEIGHBORING STATES COMMUNITY DEVELOPMENT & INTEGRATION 16000 WIRE TRANSFER 0 SUB-SAHARAN AFRICA COMMUNITY DEVELOPMENT & INTEGRATION 16000 WIRE TRANSFER 0 SUB-SAHARAN AFRICA COMMUNITY DEVELOPMENT & INTEGRATION 15926 WIRE TRANSFER 0 SUB-SAHARAN AFRICA COMMUNITY DEVELOPMENT & INTEGRATION 15433 WIRE TRANSFER 0 SUB-SAHARAN AFRICA COMMUNITY DEVELOPMENT & INTEGRATION 15275 WIRE TRANSFER 0 RUSSIA & NEIGHBORING STATES COMMUNITY DEVELOPMENT & INTEGRATION 14784 WIRE TRANSFER 0 SOUTH ASIA COMMUNITY DEVELOPMENT & INTEGRATION 9654 WIRE TRANSFER 0 7 0 0 0 0 0 1 PART I, LINE 2: ORCID'S GPF PROGRAM OFFICER MONITORS SEVERAL CRITERIA TO EVALUATE THE FUND'S EFFECTIVENESS AND SETS A KEY TARGET FOR EACH OF GPF'S OBJECTIVES. IN ADDITION, ORCID SEEKS SUCCESS STORIES, USES CASES, AND INDICATORS FROM GRANTEES THAT PROVIDE ANECDOTAL EVIDENCE OF GPF IMPACT. GRANTEES ARE EXPECTED TO PROVIDE AN END-OF-GRANT REPORT THAT INDICATES HOW FUNDS WERE AND USED CONTRASTED AGAINST THE PROPOSED EXPENDITURES. GRANTEES ARE ALSO ASKED TO QUANTIFY THE IMPACT THAT THEIR WORK HAS MADE TOWARD FUND OBJECTIVES. PART I, LINE 3: IN ACCORDANCE WITH IRS INSTRUCTIONS, ALL AMOUNTS REPORTED IN PARTS I AND II OF SCHEDULE F ARE REPORTED USING THE ACCRUAL BASIS OF ACCOUNTING, WHICH IS THE SAME METHOD OF ACCOUNTING USED IN THE FINANCIAL STATEMENTS. 1 RESEARCH ORGANIZATION REGISTRY 50 SALEM ST BUILDING A STE 304 LYNNFIELD MA 01940 050409384 150000 0 COMMUNITY DEVELOPMENT & INTEGRATION LYRASIS INC 1438 W PEACHTREE ST NW STE 200 ATLANTA GA 30309 231365979 501C3 16000 0 COMMUNITY DEVELOPMENT & INTEGRATION THE UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL 200 E CAMERON AVENUE CHAPEL HILL NC 27599 566001393 501C3 16000 0 COMMUNITY DEVELOPMENT & INTEGRATION MICHIGAN STATE UNIVERSITY 220 TROWBRIDGE ROAD EAST LANSING MI 48824 386005984 501C3 16000 0 COMMUNITY DEVELOPMENT & INTEGRATION 3 1 PART I, LINE 2: ORCID'S GPF PROGRAM OFFICER MONITORS SEVERAL CRITERIA TO EVALUATE THE FUND'S EFFECTIVENESS AND SETS A KEY TARGET FOR EACH OF GPF'S OBJECTIVES. IN ADDITION, ORCID SEEKS SUCCESS STORIES, USES CASES, AND INDICATORS FROM GRANTEES THAT PROVIDE ANECDOTAL EVIDENCE OF GPF IMPACT. GRANTEES ARE EXPECTED TO PROVIDE AN END-OF-GRANT REPORT THAT INDICATES HOW FUNDS WERE USED CONTRASTED AGAINST THE PROPOSED EXPENDITURES. GRANTEES ARE ALSO ASKED TO QUANTIFY THE IMPACT THAT THEIR WORK HAS MADE TOWARD FUND OBJECTIVES. X X 0 0 0 0 0 0 0 1 0 CHRISTIAN SHILLUM EXECUTIVE DIRECTOR 270253 0 21912 0 0 0 13598 0 13148 0 318911 0 0 0 THOMAS TEPPER JR DIR. OF FINANCE & OPERATIONS 98827 0 0 0 0 0 6061 0 45635 0 150523 0 0 0 PART I, LINE 7 THE BOARD OF DIRECTORS SETS THE ANNUAL PERFORMANCE GOALS FOR THE EXECUTIVE DIRECTOR AND EVALUATES THE PERFORMANCE AGAINST THESE GOALS. THE BOARD OF DIRECTORS HAS THE ABILITY TO AWARD A BONUS OF UP TO 10% OF HIS BASE SALARY AS EVALUATED THROUGH THE OBJECTIVES AND WEIGHTS APPROVED BY THE BOARD OF DIRECTORS. CHRISTIAN SHILLUM, THE EXECUTIVE DIRECTOR, RECEIVED A BONUS OF $21,912 IN 2024. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS THREE TYPES OF MEMBERSHIP: BASIC, PREMIUM, AND PREMIUM CONSORTIUM. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS HAVE THE ABILITY TO VOTE FOR MEMBERS OF THE GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 7B IN ADDITION TO OTHER VOTING RIGHTS AFFORDED TO THE MEMBERS, THE CONSENT OF THE MEMBERS ARE REQUIRED AS SPECIFIED IN THEIR GOVERNING DOCUMENTS REGARDING GOVERNANCE DECISIONS, WHICH ARE SUBJECT TO A VOTE. PLEASE REFER TO SECTION 9, PART F, OF THE ORGANIZATION'S BYLAWS HTTPS://INFO.ORCID.ORG/OUR-GOVERNANCE/BYLAWS/ FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY THE OUTSIDE ACCOUNTANTS AND REVIEWED BY THE AUDIT COMMITTEE. THE AUDIT COMMITTEE RECOMMENDS APPROVAL TO THE EXECUTIVE DIRECTOR, TREASURER, AND CHAIR OF THE BOARD OF DIRECTORS. THE ORGANIZATION PROVIDES A COMPLETED COPY OF THE FORM 990 TO ALL MEMBERS OF THE GOVERNING BODY, PRIOR TO THE RETURN BEING FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS AND DIRECTOR-LEVEL EMPLOYEES ARE REQUIRED TO ANNUALLY COMPLETE A CONFLICT OF INTEREST FORM IN WHICH THEY LIST ORGANIZATIONS IN WHICH THEY OR A FAMILY MEMBER HAVE AN INVOLVEMENT AND SIGN THAT THEY HAVE BEEN IN COMPLIANCE WITH THE POLICY. BOARD MEMBERS RECUSE THEMSELVES FROM VOTING ON MATTERS IN WHICH THEY ARE CONFLICTED AND THE ABSTENTION IS NOTED IN THE BOARD MINUTES. FORM 990, PART VI, SECTION B, LINE 15A THE ORGANIZATION DETERMINES THE COMPENSATION FOR THE EXECUTIVE DIRECTOR BY USING COMPARABILITY DATA FROM AN ONLINE SERVICE, AS WELL AS A REVIEW OF POSITION DESCRIPTIONS AND SALARIES FOR SIMILAR POSITIONS, WITH ADJUSTMENTS BASED ON LOCATION. THE COMPENSATION IS AGREED UPON BY THE BOARD OF DIRECTORS AND DOCUMENTED IN THE BOARD MINUTES. THE MOST RECENT COMPENSATION REVIEW WAS COMPLETED IN DECEMBER 2024. FORM 990, PART VI, SECTION B, LINE 15B: ORCID PRIMARILY FOCUS ON THREE KEY FACTORS WHEN DETERMINING SALARY: 1. SKILLS AND RELATED EXPERIENCE 2. INTERNAL EQUITY, IN THAT THOSE IN SIMILAR ROLES OR WITH SIMILAR RESPONSIBILITIES ACROSS THE ORGANIZATION SHOULD HAVE EQUITABLE LEVELS OF COMPENSATION ON A COST-OF-LIVING ADJUSTED BASIS 3. GEOGRAPHIC LOCATION. AFTER MANAGEMENT REVIEW THE KEY FACTORS ABOVE, MANAGEMENT WILL THEN CHECK MARKET RATES AND, IF NECESSARY, ADJUST TO BE AS NEAR TO OUR BENCHMARKING GOALS AS POSSIBLE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS FINANCIAL STATEMENTS, GOVERNING DOCUMENTS, AND CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: WRITE-OFF RELATED TO THE PRIOR YEAR REVENUE -910. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.