Simons Laufer Mathematical Sciences Institute
EIN 942650833 · CA · 501(c)03
The organisation
- 17 GAUSS WAY, BERKELEY, CA, 94720-5070, CA 94720-5070
- Classified purpose: Science & Technology
- Size band: 9
Source: IRS Tax-Exempt Organization filings and the Exempt Organization Business Master File. US Federal Government public domain. Board history observed across annual filings.
Board at a glance
Tenure and departures are observed across annual filings. Observed tenure is a lower bound - a member may have joined before the first year on record. The organisation reported 37 voting members of its governing body on its latest Form 990 Part VI; we list 33 in Part VII (Part VII does not always name every voting member).
Renewal outlook
High-priority approach observed from annual filings
- 10 board members were on the previous filing but not the latest one - several seats appear to have opened.
- Sizeable organisation (revenue $23m).
- The board chair has served at least 6 years (observed across filings) - a chair transition may be approaching.
- 18 of 33 board members have served at least 5 years (observed).
A computed likelihood from the observed filing history and filed revenue. It is not a confirmed vacancy, and this edition never states that a nonprofit is recruiting. "Departures" mean a board member was on the previous filing but not the latest one, which usually means a seat opened but can also mean they were simply not listed that year.
Filed finances
| Tax year | Total revenue | Total expenses |
|---|---|---|
| 2023 | $22.5m | $14.2m |
As filed on the IRS Form 990.
The board (directors and trustees)
| Name | Title as filed | On the filings |
|---|---|---|
| Ronald N Kahn Chair (also filed as Ronald Kahn) | BOARD CHAIR | on filings since 2018 (at least 6y) |
| Andrei Okounkov | TRUSTEE | on filings since 2018 (at least 6y) |
| Bobby Yazdani | TRUSTEE | on filings since 2022 (at least 2y) |
| Carol Christ | TRUSTEE | on filings since 2020 (at least 4y) |
| Charles Fefferman | TRUSTEE | on filings since 2018 (at least 6y) |
| Daniel S Freed (also filed as DAN Freed, Daniel Freed) | TRUSTEE | on filings since 2018 (at least 6y) |
| David Donoho | TRUSTEE | on filings since 2018 (at least 6y) |
| Deborah Loewenberg Ball | TRUSTEE | on filings since 2018 (at least 6y) |
| Dusa Mcduff | TRUSTEE | on filings since 2018 (at least 6y) |
| Edward D Baker (also filed as Edward Baker) | TRUSTEE | on filings since 2018 (at least 6y) |
| Helen Meyer | SECRETARY | on filings since 2018 (at least 6y) |
| Helene Barcelo | DEPUTY DIRECTOR | on filings since 2018 (at least 6y) |
| Henry Laufer | TRUSTEE | on filings since 2018 (at least 6y) |
| IAN Agol | TRUSTEE | on filings since 2018 (at least 6y) |
| Jack Mccauley | TRUSTEE | on filings since 2020 (at least 4y) |
| Kristin Lauter | TRUSTEE | on filings since 2018 (at least 6y) |
| Margaret Holen | TRUSTEE | on filings since 2018 (at least 6y) |
| Marilyn Simons | TRUSTEE | first appears 2024 |
| Mark Kleiman | TREASURER | on filings since 2018 (at least 6y) |
| Marsha Laufer | TRUSTEE | first appears 2024 |
| Mary P CHU | TRUSTEE | first appears 2024 |
| R Preston Mcafee | TRUSTEE | on filings since 2018 (at least 6y) |
| Robert Fernholz | TRUSTEE | on filings since 2022 (at least 2y) |
| Rodolfo Torres | TRUSTEE | first appears 2024 |
| RON Irving | TRUSTEE | first appears 2024 |
| Sandor Straus | TRUSTEE | on filings since 2018 (at least 6y) |
| Sean Fahey | TRUSTEE | on filings since 2020 (at least 4y) |
| Stephen Della Pietra | TRUSTEE | on filings since 2018 (at least 6y) |
| Tatiana Toro | DIRECTOR | on filings since 2020 (at least 4y) |
| Terence TAO | VICE CHAIR | on filings since 2020 (at least 4y) |
| Vincent Della Pietra | TRUSTEE | on filings since 2022 (at least 2y) |
| Vineer Bhansali | TRUSTEE | on filings since 2021 (at least 3y) |
| Vinita Gupta | TRUSTEE | on filings since 2020 (at least 4y) |
The board is the directors and trustees named in Part VII of the organisation's annual IRS Form 990; officers and senior staff are listed separately below, not counted as board. The IRS files no appointment date, so tenure here is observed from how many years a person appears on the filings - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations.
Source: IRS Tax-Exempt Organization filings and the Exempt Organization Business Master File. US Federal Government public domain. Board history observed across annual filings.
Officers and senior leadership
Named in Part VII as officers, key employees or highest-compensated staff - not board members, shown for completeness.
| Name | Title as filed | On the filings |
|---|---|---|
| Aaron Hale | IT MANAGER | since 2018 |
| Alexander Lawhorn | EXEC. ASST TO THE DEPUTY DIRECTOR | 2024 |
| Annie Averitt | DIRECTOR FOR ADVANCEMENT & EXTERNAL RELATIONS | since 2019 |
| Arthur Bosse | OPERATIONS MANAGER | since 2018 |
| Christine Marshall | PROGRAM MANAGER | since 2020 |
| Demaur Owens | IT MANAGER | since 2021 |
| Lisa Jacobs | EXEC. ASST TO DIRECTOR AND BOARD LIASON | 2024 |
| Stefanie Yurus | CONTROLLER | since 2018 |
| UTA Lorenzen | ASSOCIATE DIRECTOR FOR ADVANCEMENT | since 2023 |