2025-11-07T09:47:42-06:00 2023-12-31 410746749 CLIFTONLARSONALLEN LLP 950 NORTH GLEBE ROAD SUITE 1200 ARLINGTON VA 22203 990 2023-10-01 562390650 LSST INC LSST 5203958601 933 N CHERRY AVE TUCSON AZ 85721 MICHAEL WOOD-VASEY CHAIR OF THE BOARD 5203958601 2025-11-06 1 0 ROBERT WILLIAMS P01345960 5712279500 2025-11-05 2023 2025-03-06 01:10:19Z LSST DISCOVERY ALLIANCE BETH WILLMAN 933 N CHERRY AVE TUCSON AZ 85721 642971 0 X HTTPS://LSSTDISCOVERYALLIANCE.ORG/ X 2003 AZ TO ENHANCE RUBIN LSST DISCOVERY THROUGH ADVANCED DATA TOOLS, TRAINING, AND INCLUSIVE COLLABORATIONS FOR LSST RESEARCHERS 11 11 0 11 0 0 2868567 617775 0 0 96135 25196 0 0 2964702 642971 1406724 503849 0 0 0 143522 6679 0 13380 1029953 121350 2443356 768721 521346 -125750 7443525 6459038 5164480 4305743 2279045 2153295 X TO ENHANCE RUBIN LSST DISCOVERY THROUGH ADVANCED DATA TOOLS, TRAINING, AND INCLUSIVE COLLABORATIONS FOR LSST RESEARCHERS SO THAT ANY SCIENTIST WITH A GOOD QUESTION FOR THE LSST SURVEY CAN ENGAGE WITH THESE ADVANCED RESOURCES TO REVEAL THE MYSTERIES OF THE UNIVERSE. 0 0 508820 417595 590092 THE TEMPLETON PROGRAM SUPPORTS OUTSTANDING EARLY-CAREER RESEARCHERS WHO ARE CONDUCTING CUTTING-EDGE SCIENTIFIC INVESTIGATIONS AND ACTIVELY CONTRIBUTING TO THE LONG-TERM STRENGTH OF THE FIELD. THESE SCIENTISTS, KNOWN AS CATALYST FELLOWS, RECEIVE STRUCTURED SUPPORT TO BUILD RESEARCH NETWORKS, DEVELOP CROSS-DISCIPLINARY SKILLS, AND ADOPT PRACTICES THAT ADVANCE DATA-INTENSIVE SCIENCE. THE PROGRAM PROMOTES NEW DISCOVERIES AND PROFESSIONAL GROWTH IN BOTH ASTROPHYSICS AND SOCIAL SCIENCE THAT ADVANCE THE PROMISE OF THE RUBIN OBSERVATORY'S LEGACY SURVEY OF SPACE AND TIME (LSST). 38300 22007 0 THE LSST INTERDISCIPLINARY NETWORK FOR COLLABORATION AND COMPUTING (LINCC) FRAMEWORKS PROGRAM, SUPPORTED BY SCHMIDT SCIENCES, IS AN AMBITIOUS PROGRAM TO DEVELOP STATE-OF-THE-ART DATA ANALYSIS TECHNIQUES CAPABLE OF MEETING THE SCALE AND COMPLEXITY OF THE DATA PRODUCED BY THE RUBIN OBSERVATORY LEGACY SURVEY OF SPACE AND TIME (RUBIN LSST) DATA. 67076 60500 8943 THE INCLUSIVE COLLABORATION PROGRAMS, SUPPORTED BY THE HEISING-SIMONS FOUNDATION, BUILD BEST PRACTICES FOR EQUITABLE SCIENTIFIC ENGAGEMENT IN THE LSST DISCOVERY ALLIANCE COMMUNITY. THESE PROGRAMS MODEL AND TEST POLICIES AND ORGANIZATIONAL STRUCTURES THAT PROMOTE BROAD INCLUSION AND ENGAGE SCIENTISTS PRACTICES AND STRUCTURES THAT FOSTER INCLUSION. PROGRAM ACTIVITIES INCLUDE TRAINING IN SOFTWARE DEVELOPMENT AND IN MENTORING, KEY ACTIVITIES WHICH BUILD AND FOSTER BROAD ENGAGEMENT IN LSST SCIENCE AND BEYOND. 7834 7275 0 HEISING-SIMONS CHILDCARE SUPPORT 5331 -3528 18650 ALL OTHER PROGRAMS:NEGATIVE AMOUNT IN GRANTS REFLECTS FUNDS RETURNED BY GRANTEES DURING THE PERIOD. 13165 3747 18650 627361 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 1 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 1 1 0 1 0 0 0 0 1 1 1 1 1 0 0 0 AZ X ELIZABETH HEILE 5203958601 933 N CHERRY AVE TUCSON AZ 85721 LARRY GLADNEY TREASURER 1.00 X X 0 0 0 MICHAEL WOOD-VASEY CHAIR 4.00 X X 0 0 0 KATHRYN JOHNSTON VICE CHAIR 1.00 X X 0 0 0 ROSARIA BONITO BOARD MEMBER 1.00 X 0 0 0 WILL CLARKSON BOARD MEMBER 1.00 X 0 0 0 JAMES DAVENPORT BOARD MEMBER 1.00 X 0 0 0 BUELL JANNUZI BOARD MEMBER 1.00 X 0 0 0 DAVID MACFARLANE BOARD MEMBER 1.00 X 0 0 0 KNUT OLSEN BOARD MEMBER 1.00 X 0 0 0 IAN SHIPSEY BOARD MEMBER 1.00 X 0 0 0 RISA WECHSLER BOARD MEMBER 1.00 X 0 0 0 BETH WILLMAN CEO 40.00 X 187695 0 36506 DANIEL CALABBRESE CORPORATE SECRETARY 4.00 X 14225 0 0 201920 0 36506 0 0 1 1 0 617775 617775 25196 25196 642971 0 0 25196 493327 493327 10522 10522 64850 25940 25940 12970 60961 23531 37430 5992 2322 3670 5426 2104 3322 6293 2418 3875 27560 27560 33523 29323 4200 167 167 3818 2560 1241 17 4352 814 3313 225 34578 26823 7755 15422 7194 8228 1120 382 570 168 709 709 101 101 768721 627361 127980 13380 29 29 5793767 5103254 730984 186391 45960 891987 1085002 26758 38402 7443525 6459038 367680 233126 280119 146028 3499720 2909628 1016961 1016961 5164480 4305743 X 1523889 1422163 755156 731132 2279045 2153295 7443525 6459038 -125750 0 X X 0 0 0 X 1096860 1051594 908288 2868567 617775 6543084 1096860 1051594 908288 2868567 617775 6543084 2940539 3602545 7 9586 96135 25196 130924 6674008 0.53980 0.61150 X PART II, SHORT YEAR EXPLANATION: COLUMN E REPRESENTS A SHORT YEAR REPORTING PERIOD OF 10/1/2023 THROUGH 12/31/2023 DUE TO A CHANGE IN FISCAL YEAR END. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 INTERNATIONAL AFFILIATES - USAGE FEES PAYABLE 1016961 1016961 1 EUROPE 0 0 PROGRAM SERVICES COLLABORATIVE SCIENCE AND STUDENT TRAVEL INITIATIVES 113899 SOUTH AMERICA 0 0 PROGRAM SERVICES TRAVEL AND CHILDCARE SUPPORT FOR SCIENTIFIC MEETINGS 5000 0 0 0 0 0 0 118899 0 118899 EUROPE (INCLUDING ICELAND & GREENLAND) HEISING-SIMONS INCLUSIVE COLLABORATION 13000 WIRE TRANSFER 0 EUROPE (INCLUDING ICELAND & GREENLAND) TEMPLETON FOUNDATION FELLOWSHIPS FOR EARLY-CAREER POSTDOC SCIENTISTS 26265 WIRE TRANSFER 0 EUROPE (INCLUDING ICELAND & GREENLAND) TEMPLETON FOUNDATION FELLOWSHIPS FOR EARLY-CAREER POSTDOC SCIENTISTS 27182 WIRE TRANSFER 0 EUROPE (INCLUDING ICELAND & GREENLAND) HEISING-SIMONS INCLUSIVE COLLABORATION 7500 WIRE TRANSFER 0 EUROPE (INCLUDING ICELAND & GREENLAND) TEMPLETON FOUNDATION FELLOWSHIPS FOR EARLY-CAREER POSTDOC SCIENTISTS 15085 WIRE TRANSFER 0 EUROPE (INCLUDING ICELAND & GREENLAND) SCHMIDT SCIENCES SUPPORTS EARLY-CAREER SCIENTISTS BUILDING LSST SOFTWARE TOOLS 22007 WIRE TRANSFER 0 2 4 0 0 0 0 0 0 PART I, LINE 2: LSST DISCOVERY ALLIANCE MAINTAINS ACTIVE OVERSIGHT THROUGHOUT THE LIFE OF EACH GRANT, INCLUDING CLEAR REPORTING EXPECTATIONS AND ONGOING REVIEW OF FUND USE. THIS MONITORING REINFORCES ACCOUNTABILITY, SUPPORTS ALIGNMENT WITH GRANT OBJECTIVES, AND HELPS ENSURE FUNDS ARE APPLIED EFFECTIVELY AND IN ACCORDANCE WITH PROGRAM GOALS. 1 UNIVERSITY OF ARIZONA 1200E UNIVERSITY BLVD TUCSON AZ 85721 742652689 GOVERNMENT ENTITY 70032 0 POSTDOC RESEARCH RUBIN LSST TEMPLETON FELLOWS INCLUSIVE SCIENCE EFFORT HEISING-SIMONS GRANT UNIVERSITY OF WASHINGTON 1400 NE CAMPUS PARKWAY SEATTLE WA 98195 916001537 GOVERNMENT ENTITY 40860 0 TEMPLETON FOUNDATION FELLOWSHIPS SUPPORTING POSTDOCTORAL RESEARCH USING RUBIN LSST DATA RESEARCH FOUNDATION OF THE CITY UNIVERSITY OF NEW YORK 230 W 41ST ST NEW YORK CITY NY 10036 131988190 501(C)(3) 35645 0 TEMPLETON FOUNDATION FELLOWSHIPS SUPPORTING POSTDOCTORAL RESEARCH USING RUBIN LSST DATA WASHINGTON STATE UNIVERSITY 370 LIGHTY STUDENT SERVICES BLDG PULLMAN WA 99164 916001108 GOVERNMENT ENTITY 34682 0 TEMPLETON FOUNDATION FELLOWSHIPS SUPPORTING POSTDOCTORAL RESEARCH USING RUBIN LSST DATA RUTGERS UNIVERSITY 77 HAMILTON STREET NEW BRUNSWICK NJ 08901 237318742 GOVERNMENT ENTITY 32183 0 TEMPLETON FOUNDATION FELLOWSHIPS SUPPORTING POSTDOCTORAL RESEARCH USING RUBIN LSST DATA LAS CUMBRES OBSERVATORY 6740 CORTONA DR SUITE 102 GOLETA CA 93117 770361278 501(C)(3) 30404 0 TEMPLETON FOUNDATION FELLOWSHIPS SUPPORTING POSTDOCTORAL RESEARCH USING RUBIN LSST DATA PRINCETON UNIVERSITY 701 CARNEGIE CENTER STE 443 PRINCETON NJ 08544 210634501 501(C)(3) 28498 0 TEMPLETON FOUNDATION FELLOWSHIPS SUPPORTING POSTDOCTORAL RESEARCH USING RUBIN LSST DATA JOHNS HOPKINS UNIVERSITY 3400 N CHARLES STREET BALTIMORE MD 21218 520595110 501(C)(3) 25867 0 TEMPLETON FOUNDATION FELLOWSHIPS SUPPORTING POSTDOCTORAL RESEARCH USING RUBIN LSST DATA MICHIGAN STATE UNIVERSITY 426AUDITORIUM ROAD ROOM 360 EAST KABSUBG MI 48824 386005984 GOVERNMENT ENTITY 20000 0 INCLUSIVE COLLABORATION IN RUBIN LSST SCIENCE DESIGNED WITH SUPPORT FROM HEISING-SIMONS UNIVERSITY OF DELAWARE 220 HULLIHEN HALL NEWARK DE 19716 516000297 GOVERNMENT ENTITY 17000 0 INCLUSIVE COLLABORATION IN RUBIN LSST SCIENCE DESIGNED WITH SUPPORT FROM HEISING-SIMONS NORTHWESTERN UNIVERSITY 633 CLARK STREET EVANSTON IL 60208 362167817 501(C)(3) 15587 0 TEMPLETON FOUNDATION FELLOWSHIPS SUPPORTING POSTDOCTORAL RESEARCH USING RUBIN LSST DATA DREXEL UNIVERSITY 3141 CHESTNUT STREET PHILADELPHIA PA 19104 231352630 501(C)(3) 7000 0 TEMPLETON FELLOWSHIP CATALYST FELLOW EXPNS POSTDOC RESEARCH RUBIN LSST PROGRAM SUPPORT 12 0 UNDERGRADUATE STIPENDS SUPPORTING PARTICIPATION IN A PROFESSIONAL DEVELOPMENT PROGRAM AT THE RUBIN COMMUNITY WORKSHOP 1 300 FINANCIAL ASSISTANCE FOR CHILDCARE TO ENABLE PARTICIPATION IN RUBIN LSST SCIENCE PROGRAMS AND COLLABORATION 8 7054 JTF SYMPOSIUM FELLOW TRAVEL 6 3168 PART I, LINE 2: WE MAKE GRANTS BASED ON EVALUATION OF SUBMITTED PROPOSALS AND THE RECIPIENT'S WRITTEN AGREEMENT TO USE FUNDS AS OUTLINED IN THE AWARD AND TO FILE A REPORT ON THEIR SPENDING. FOR SMALLER GRANTS TO INDIVIDUALS, SUCH AS CHILDCARE OR UNDERGRADUATE SUMMER SUPPORT, NO ADDITIONAL REPORTING IS REQUIRED. FOR LARGER PROGRAMMATIC GRANTS, SUCH AS FELLOWSHIPS OR SPONSORED RESEARCH, WE REQUIRE RECIPIENTS TO SUBMIT FINAL REPORTS AND RESERVE THE RIGHT TO REQUEST PERIODIC UPDATES THROUGHOUT THE DURATION OF THE AWARD. 0 0 0 0 0 0 0 0 0 BETH WILLMAN CEO 187498 0 0 0 197 0 20000 0 16506 0 224201 0 0 0 DANIEL CALABBRESE CORPORATE SECRETARY 14225 0 0 0 0 0 0 0 0 0 14225 0 0 0 SCHEDULE J, PART II- COMPENSATION FROM AN UNRELATED ORGANIZATION NAME: BETH WILLMAN LEFKON COMPENSATION FROM UNRELATED ORGANIZATION: $233,177 NAME OF UNRELATED ORGANIZATIONS: ASSOCIATION OF UNIVERSITIES FOR RESEARCH IN ASTRONOMY (AURA) AND INTEGRITY OUTSOURCE TYPE OF COMPENSATION: WAGES AND BENEFITS NAME: DANIEL CALABBRESE COMPENSATION FROM UNRELATED ORGANIZATION: $7,885 NAME OF UNRELATED ORGANIZATION: ASSOCIATION OF UNIVERSITIES FOR RESEARCH IN ASTRONOMY (AURA) TYPE OF COMPENSATION: WAGES AND BENEFITS FORM 990, PART VI, SECTION A, LINE 6 LSST DISCOVERY ALLIANCE MEMBERS ARE ADLER PLANETARIUM, ASSOCIATION OF UNIVERSITIES FOR RESEARCH IN ASTRONOMY (AURA), BREAKTHROUGH LISTEN INITIATIVE UNIVERSITY OF CALIFORNIA, BERKELEY, CARNEGIE MELLON UNIVERSITY, COLUMBIA UNIVERSITY, INSTITUTE OF PHYSICS, CZECH ACADEMY OF SCIENCES (FZU), INSTITUT DE PHYSIQUE NUCLEAIRE ET DE PHYSIQUE DES PARTICULES (IN2P3), INSTITUTO DE ASTROFSICA DE CANARIAS (IAC), JOHNS HOPKINS UNIVERSITY, KAVLI INSTITUTE FOR THE PHYSICS AND MATHEMATICS OF THE UNIVERSE (IPMU), LABORATORIO INTERINSTITUCIONAL DE E-ASTRONOMIA (LINEA), LAS CUMBRES OBSERVATORY, (INAF) NATIONAL INSTITUTE FOR ASTROPHYSICS, (MPIA) MAX PLANCK INSTITUT FUER ASTRONOMIE, NORTHWESTERN UNIVERSITY, PRINCETON UNIVERSITY, PURDUE UNIVERSITY, RUTGERS UNIVERSITY, SCHMIDT FUTURES, SLAC/NATIONAL ACCELERATOR LABORATORY, STANFORD UNIVERSITY, TEXAS A&M UNIVERSITY, THE PENNSYLVANIA STATE UNIVERSITY, UNIVERSITY OF ARIZONA, UNIVERSITY OF CALIFORNIA SAN DIEGO, UNIVERSITY OF ILLINOIS AT CHAMPAIGN-URBANA (NCSA), UNIVERSITY OF OXFORD, UNIVERSITY OF PITTSBURGH, UNIVERSITY OF TORONTO, UNIVERSITY OF VIRGINIA, UNIVERSITY OF WASHINGTON, YALE UNIVERSITY, AND CHILE. FORM 990, PART VI, SECTION A, LINE 7A SLAC/NATIONAL ACCELERATOR LABORATORY, ASSOCIATION OF UNIVERSITIES FOR RESEARCH IN ASTRONOMY (AURA), UNIVERSITY OF ARIZONA, UNIVERSITY OF WASHINGTON, AND THE UNIVERSITY OF CHILE EACH HAVE THE RIGHT TO APPOINT A BOARD OF DIRECTORS MEMBER. THE VOTING RIGHTS OF THESE BOARD MEMBERS ARE EQUIVALENT TO ANY OTHER BOARD MEMBER. FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE CONTRACT CPA, THE DIRECTOR OF FINANCE AND ADMINISTRATION, AND THE CEO. A FINAL VERSION IS THEN SHARED WITH THE CHAIR OF THE BOARD OF DIRECTORS FOR REVIEW AND APPROVAL PRIOR TO SUBMISSION. FORM 990, PART VI, SECTION B, LINE 12C LSST DISCOVERY ALLIANCE HAS A WRITTEN CONFLICT OF INTEREST POLICY. OFFICERS, DIRECTORS, AND KEY EMPLOYEES ARE REQUIRED TO DISCLOSE POTENTIAL CONFLICTS ANNUALLY. THE POLICY IS REVIEWED BY THE EXECUTIVE COMMITTEE, WHICH OVERSEES ENFORCEMENT AND ENSURES THAT DISCLOSURES ARE ON FILE FOR ALL RELEVANT INDIVIDUALS. FORM 990, PART VI, SECTION B, LINE 15 THE ASSOCIATION OF UNIVERSITIES FOR RESEARCH IN ASTRONOMY (AURA)'S HUMAN RESOURCES DEPARTMENT UNDERTOOK A COMPARABILITY DATA ANALYSIS IN 2022 TO ESTABLISH THE COMPENSATION FOR LSST DISCOVERY ALLIANCE'S CEO, USING VARIOUS TOOLS AND EXTERNAL RESOURCES. THE LSST DISCOVERY ALLIANCE BOARD OF DIRECTORS REVIEWS AND AFFIRMS THE CEO'S COMPENSATION ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION C, LINE 19 LSST DISCOVERY ALLIANCE'S ARTICLES OF INCORPORATION, IRS DETERMINATION LETTER, CONFLICT OF INTEREST POLICY, AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART VII, SECTION A AND SCHEDULE J, PART II: LSST DISCOVERY ALLIANCE DOES NOT DIRECTLY EMPLOY STAFF, BECAUSE PAYROLL FUNCTIONS AND SELECTED HUMAN RESOURCES SUPPORT ARE ADMINISTERED THROUGH PROFESSIONAL EMPLOYER ARRANGEMENTS ("EMPLOYER OF RECORD" RELATIONSHIPS). SUPERVISION AND PERFORMANCE EXPECTATIONS ARE MANAGED BY THE LSST DISCOVERY ALLIANCE CEO. UNTIL SEPTEMBER 30, 2023, THE EXECUTIVE DIRECTOR WAS EMPLOYED BY THE ASSOCIATION OF UNIVERSITIES FOR RESEARCH IN ASTRONOMY (AURA), WHICH CONTRACTED HER SERVICES TO LSST DISCOVERY ALLIANCE. BEGINNING OCTOBER 1, 2023, THE EXECUTIVE DIRECTOR'S SERVICES WERE PROVIDED TO LSST DISCOVERY ALLIANCE THROUGH INTEGRITY OUTSOURCE, THE ORGANIZATION'S PROFESSIONAL EMPLOYER ORGANIZATION (PEO) AND EMPLOYER OF RECORD. FOR ALL OF CALENDAR YEAR 2023, THE BOARD SECRETARY WAS EMPLOYED BY AURA, WHICH CONTRACTED HIS SERVICES TO LSST DISCOVERY ALLIANCE. NEITHER AURA NOR INTEGRITY OUTSOURCE IS A RELATED ORGANIZATION TO LSST DISCOVERY ALLIANCE. COMPENSATION INFORMATION, TO THE EXTENT KNOWN, IS REPORTED ON PART VII AND SCHEDULE J.