PIONEER INSTITUTE INC: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- PIONEER INSTITUTE INC (EIN 22-2632081)
- Tax period
- 2024-10-01 to 2025-09-30
- Filed
- 2026-06-15
- IRS object ID
- 202601669349301305
- Schema version
- 2024v5.5
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-06-15T12:51:18-05:00 | ReturnTs |
| Tax Period End | 2025-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 203985546 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHNSON O'CONNOR FERON & CARUCCI LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 EDGEWATER DRIVE SUITE 210 | AddressLine1Txt |
| City | WAKEFIELD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01880 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 222632081 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PIONEER INSTITUTE INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PION | BusinessNameControlTxt |
| Phone | 6177232277 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 185 DEVONSHIRE ST 1101 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARY Z CONNAUGHTON | PersonNm |
| Person Title | CHIEF OPERATING OFFICER | PersonTitleTxt |
| Phone | 6177232277 | PhoneNum |
| Signature | 2026-06-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSEPH GISO | PreparerPersonNm |
| PTIN | P00030126 | PTIN |
| Phone | 7819143400 | PhoneNum |
| Preparation | 2026-06-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JIM STERGIOS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 185 DEVONSHIRE ST STE 1101 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021101409 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $10,666,182 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.PIONEERINSTITUTE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1988 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | PIONEER INSTITUTE EMPOWERS AMERICANS WITH CHOICES AND OPPORTUNITIES TO LIVE FREELY AND THRIVE. THROUGH EXPERT RESEARCH, EDUCATIONAL INITIATIVES, LEGAL ACTION, AND COALITION-BUILDING, WE ADVANCE HUMAN POTENTIAL IN FOUR CRITICAL AREAS: K-12 EDUCATION, HEALTH, ECONOMIC OPPORTUNITY AND AMERICAN CIVIC VALUES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 20 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 20 | VotingMembersIndependentCnt |
| Total Employee | 20 | TotalEmployeeCnt |
| Total Volunteers | 35 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,343,070 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,265,745 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,100,903 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $3,485,741 | CYProgramServiceRevenueAmt |
| PY Investment Income | $229,205 | PYInvestmentIncomeAmt |
| CY Investment Income | $188,035 | CYInvestmentIncomeAmt |
| PY Other Revenue | $273,256 | PYOtherRevenueAmt |
| CY Other Revenue | $375,127 | CYOtherRevenueAmt |
| PY Total Revenue | $5,946,434 | PYTotalRevenueAmt |
| CY Total Revenue | $7,314,648 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $885,500 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,818,658 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,938,961 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,078,917 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,875,722 | PYOtherExpensesAmt |
| CY Other Expenses | $2,003,432 | CYOtherExpensesAmt |
| PY Total Expenses | $4,694,380 | PYTotalExpensesAmt |
| CY Total Expenses | $5,827,893 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,252,054 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,486,755 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $9,427,349 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,078,748 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $222,039 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $462,206 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $9,205,310 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $10,616,542 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | PIONEER INSTITUTE EMPOWERS AMERICANS WITH CHOICES AND OPPORTUNITIES TO LIVE FREELY AND THRIVE. THROUGH EXPERT RESEARCH, EDUCATIONAL INITIATIVES, LEGAL ACTION, AND COALITION-BUILDING, WE ADVANCE HUMAN POTENTIAL IN FOUR CRITICAL AREAS: K-12 EDUCATION, HEALTH, ECONOMIC OPPORTUNITY AND AMERICAN CIVIC VALUES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,097,730 | ExpenseAmt |
| Revenue | $1,080,000 | RevenueAmt |
| Desc | PIONEER EDUCATION & AMERICAN CITIZENSHIP: PIONEER BUILDS ON ITS LEGACY AS A LEADER IN THE CHARTER PUBLIC SCHOOL MOVEMENT AND A CHAMPION OF GREATER ACADEMIC RIGOR BY ADVANCING EDUCATION REFORM THROUGH DATA-DRIVEN RESEARCH, PODCASTS, OPINION PIECES, AND PUBLIC TESTIMONY. PIONEER PROMOTES HIGH ACADEMIC STANDARDS AND A BROAD RANGE OF PUBLIC AND PRIVATE SCHOOL CHOICE OPTIONS, INCLUDING CHARTER SCHOOLS, REGIONAL VOCATIONAL-TECHNICAL SCHOOLS, INTER-DISTRICT SCHOOL CHOICE PROGRAMS, TAX CREDIT STRATEGIES THAT EXPAND ACCESS TO PRIVATE AND PAROCHIAL EDUCATION FOR ECONOMICALLY DISADVANTAGED STUDENTS, AND EXPANDED VIRTUAL LEARNING OPPORTUNITIES. THROUGH US DATALABS, PIONEER SEEKS TO INCREASE CIVIC ENGAGEMENT BY PROVIDING FREE ONLINE RESOURCES FEATURING KEY DATA ON EDUCATION, GOVERNMENT, ECONOMICS, HEALTHCARE, INFRASTRUCTURE, AND OTHER POLICY AREAS ACROSS ALL 50 STATES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $620,958 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $544,547 | RevenueAmt |
| Desc | PIONEERHEALTH: THROUGH ITS LIFE SCIENCES INITIATIVE, PIONEER EXAMINES DRUG PRICING MODELS, THE IMPACT OF ONE-SIZE-FITS-ALL APPROACHES TO HEALTHCARE VALUE ASSESSMENTS, AND STRATEGIES TO ENSURE A ROBUST PIPELINE OF AFFORDABLE, ACCESSIBLE THERAPIES. PIONEER ALSO ADVOCATES FOR GREATER TRANSPARENCY IN 340B PROGRAM HOSPITAL REVENUES TO HELP ENSURE THAT RESOURCES ARE USED TO SUPPORT THE LOWER-INCOME POPULATIONS THE PROGRAM WAS INTENDED TO SERVE. IN ADDITION, PIONEER SEEKS TO REFOCUS THE HEALTHCARE COST DEBATE AWAY FROM GOVERNMENT-IMPOSED SOLUTIONS AND TOWARD MARKET-BASED APPROACHES THAT PROMOTE INNOVATION, ACCESS, AND AFFORDABILITY. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,512,020 | ExpenseAmt |
| Grant | $885,500 | GrantAmt |
| Revenue | $824,000 | RevenueAmt |
| Desc | PIONEER OPPORTUNITY: PIONEERS WORKS TO STRENGTHEN ECONOMIC COMPETITIVENESS, ADVANCE ECONOMIC MOBILITY AND FOSTER JOB GROWTH BY IMPROVING THE BUSINESS CLIMATE, ENHANCING TAX COMPETITIVENESS, AND REDUCING BURDENSOME REGULATIONS TO SUPPORT BUSINESS EXPANSION AND EMPLOYMENT OPPORTUNITIES. PIONEER ALSO ADVANCES RESEARCH AIMED AT EXPANDING HOUSING OPTIONS, STREAMLINING PERMITTING PROCESS. PIONEER ALSO RESEARCHES AND HIGHLIGHTS THE IMPORTANT CONTRIBUTIONS OF IMMIGRANT ENTREPRENEURS TO THE ECONOMY. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (4 entries)
| ExpenseExpenseAmt | RevenueRevenueAmt | DescDesc |
|---|---|---|
| $410,773 | $207,800 | PIONEERLEGAL IS A NONPARTISAN PUBLIC INTEREST LAW ORGANIZATION WITH THE PURPOSE OF UNDERTAKING LEGAL & EDUCATIONAL EFFORTS, INCLUDING LITIGATION AND POLICY ADVOCACY TO ENABLE PEOPLE TO PROSPER AND SOCIETY TO THRIVE, IN CONNECTION WITH DEFENDING AND PROMOTING EXCELLENCE IN EDUCATIONAL OUTCOMES, TRANSPARENT AND ACCOUNTABLE GOVERNMENT, HUMANE AND ECONOMICALLY BENEFICIAL IMMIGRATION POLICIES, INCLUSIVE & EFFECTIVE TRANSPORTATION SYSTEMS, AND GENERALLY PROMOTING ECONOMIC OPPORTUNITY ACROSS NEW ENGLAND. |
| LOVETT PETERS LECTURE SERIES WAS NAMED IN HONOR OF PIONEER'S FOUNDING CHAIRMAN, A SUCCESSFUL BUSINESS EXECUTIVE, ENTREPRENEUR, PHILANTHROPIST, AND LIFELONG PROPONENT OF HIGH QUALITY EDUCATION OPPORTUNITIES FOR CHILDREN. THE EVENT ASSEMBLES PIONEER'S CLOSEST SUPPORTERS TO ENCOURAGE AND HONOR INDIVIDUALS WHOSE VISION, THOUGHT LEADERSHIP, AND ACCOMPLISHMENTS HAVE LEFT A MARK ON THE WORLD. | ||
| $551,987 | $829,394 | PIONEER PUBLIC OUTREACH INCLUDES ALL COMMUNICATION ACTIVITIES RELATED TO SHARING OUR RESEARCH AND PROGRAMS WITH THE PUBLIC. |
| $168,803 | $110,725 | THE ROGER PERRY INTERNSHIP PROGRAM SUPPORTS UNDERGRADUATE AND GRADUATE-LEVEL STUDENTS WHO SEEK OPPORTUNITIES TO ENHANCE THEIR EDUCATIONAL EXPERIENCE WITH PRACTICAL TRAINING IN AN ENERGETIC AND CREATIVE PUBLIC POLICY ENVIRONMENT. IN PROVIDING STUDENTS A FOUNDATION OF KNOWLEDGE IN RESEARCH, FUNDRAISING, COMMUNICATIONS, AND MARKETING, WE AIM TO BUILD THE NEXT GENERATION OF POLICY LEADERS WHO WILL BRING INNOVATIONS TO BOTH GOVERNMENT AND THE PRIVATE SECTOR. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $1,131,563 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $1,147,919 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $4,362,271 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | Yes (1) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 81 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 20 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 20 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 20 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARY Z CONNAUGHTON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6177232277 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 185 DEVONSHIRE ST STE 1101 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021101409 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (29 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| ADAM PORTNOY | ||||||||
| DIRECTOR - CHAIRPERSON | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| SARA JOHNSON | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ANDREW DAVIS | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| FRED CLIFFORD | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MARK RICKABAUGH | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| GARY CAMPBELL | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BRIAN BRODERICK | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| HOLT MASSEY | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MARY MYERS KAUPPILA | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BRACKETT DENNISTON | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ROGER SERVISON | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| EDWARD GLAESER | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DREW DAVIS | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL BROWN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CHRIS DI BONAVENTURA | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KYLA DE ASLA | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MARK COHEN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JAKE JACOBSON | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBER MASHAL | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CHARLES HEWITT III | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JAMES STERGIOS | ||||||||
| EXECUTIVE DIRECTOR | 40.00 | Yes (X) | $379,183 | $0 | $35,863 | |||
| MARY Z CONAUGHTON | ||||||||
| CHIEF OPERATING OFFICER/CLERK | 40.00 | Yes (X) | $242,981 | $0 | $41,400 | |||
| FRANK BAILEY | ||||||||
| PRESIDENT OF PIONEERLEGAL | 40.00 | Yes (X) | $150,000 | $0 | $6,000 | |||
| JIM JOSLIN | ||||||||
| TREASURER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ANDREW HORGAN | ||||||||
| CHIEF DEVELOPMENT OFFICER | 40.00 | $293,249 | $0 | $43,418 | Yes (X) | |||
| WILLIAM SMITH | ||||||||
| DIRECTOR LIFE SCIENCES | 40.00 | $197,246 | $0 | $8,538 | Yes (X) | |||
| JAMIE GASS | ||||||||
| DIRECTOR OF PIONEEREDUCATI | 40.00 | $172,070 | $0 | $38,541 | Yes (X) | |||
| CATHERINE CASTELLANO | ||||||||
| DIRECTOR OF INDIVIDUAL GIVING | 40.00 | $158,839 | $0 | $6,354 | Yes (X) | |||
| JOHN LALIBERTE | ||||||||
| STAFF ATTORNEY - PIONEER LEGAL | 40.00 | $105,000 | $0 | $4,200 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,698,568 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $184,314 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 11 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEAN WONG | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 31 CREST AVENUE UNIT B | AddressLine1Txt |
| City | CHELSEA | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02150 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | IT CONSULTANT | ServicesDesc |
| Compensation | $102,000 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $38,885 | FundraisingAmt |
| All Other Contributions | $3,226,860 | AllOtherContributionsAmt |
| Noncash Contributions | $453,631 | NoncashContributionsAmt |
| Total Contributions | $3,265,745 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| PIONEER EDUCATION | 611710 | $1,080,000 | $1,080,000 |
| OUTREACH & PUBLIC COMMUNICATION | 541900 | $829,394 | $829,394 |
| PIONEER OPPORTUNITY | 611710 | $824,000 | $824,000 |
| PIONEER HEALTH | 524298 | $544,547 | $544,547 |
| PIONEER LEGAL LLC | 541100 | $207,800 | $207,800 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $3,485,741 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $172,749 | TotalRevenueColumnAmt |
| Exclusion | $172,749 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,152,940 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,137,654 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $15,286 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $15,286 | TotalRevenueColumnAmt |
| Exclusion | $15,286 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $478,282 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $38,885 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $213,880 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $264,402 | TotalRevenueColumnAmt |
| Exclusion | $264,402 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TICKET & BOOK SALES | Desc |
| Business | 459210 | BusinessCd |
| Total Revenue Column | $110,725 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $110,725 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $110,725 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,314,648 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,596,466 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $452,437 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $885,500 | TotalAmt |
| Program Services | $885,500 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,488,246 | TotalAmt |
| Program Services | $874,976 | ProgramServicesAmt |
| Management And General | $153,492 | ManagementAndGeneralAmt |
| Fundraising | $459,778 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $951,667 | TotalAmt |
| Program Services | $776,756 | ProgramServicesAmt |
| Management And General | $9,427 | ManagementAndGeneralAmt |
| Fundraising | $165,484 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $95,770 | TotalAmt |
| Program Services | $64,887 | ProgramServicesAmt |
| Management And General | $6,391 | ManagementAndGeneralAmt |
| Fundraising | $24,492 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $275,578 | TotalAmt |
| Program Services | $172,617 | ProgramServicesAmt |
| Management And General | $36,426 | ManagementAndGeneralAmt |
| Fundraising | $66,535 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $127,700 | TotalAmt |
| Program Services | $81,586 | ProgramServicesAmt |
| Management And General | $8,893 | ManagementAndGeneralAmt |
| Fundraising | $37,221 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,993 | TotalAmt |
| Program Services | $1,149 | ProgramServicesAmt |
| Management And General | $155 | ManagementAndGeneralAmt |
| Fundraising | $689 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,000 | TotalAmt |
| Program Services | $3,374 | ProgramServicesAmt |
| Management And General | $333 | ManagementAndGeneralAmt |
| Fundraising | $1,293 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,422 | TotalAmt |
| Program Services | $1,422 | ProgramServicesAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,528 | TotalAmt |
| Program Services | $1,809 | ProgramServicesAmt |
| Management And General | $31,161 | ManagementAndGeneralAmt |
| Fundraising | $6,558 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $455,555 | TotalAmt |
| Program Services | $306,982 | ProgramServicesAmt |
| Management And General | $30,421 | ManagementAndGeneralAmt |
| Fundraising | $118,152 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $165,658 | TotalAmt |
| Program Services | $140,137 | ProgramServicesAmt |
| Management And General | $116 | ManagementAndGeneralAmt |
| Fundraising | $25,405 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $223,352 | TotalAmt |
| Program Services | $128,752 | ProgramServicesAmt |
| Management And General | $17,404 | ManagementAndGeneralAmt |
| Fundraising | $77,196 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,120 | TotalAmt |
| Program Services | $2,951 | ProgramServicesAmt |
| Management And General | $399 | ManagementAndGeneralAmt |
| Fundraising | $1,770 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,142 | TotalAmt |
| Program Services | $36,398 | ProgramServicesAmt |
| Management And General | $4,920 | ManagementAndGeneralAmt |
| Fundraising | $21,824 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,087 | TotalAmt |
| Program Services | $34,056 | ProgramServicesAmt |
| Management And General | $3,201 | ManagementAndGeneralAmt |
| Fundraising | $8,830 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $258,214 | TotalAmt |
| Program Services | $180,416 | ProgramServicesAmt |
| Management And General | $69,050 | ManagementAndGeneralAmt |
| Fundraising | $8,748 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,911 | TotalAmt |
| Program Services | $27,319 | ProgramServicesAmt |
| Management And General | $1,850 | ManagementAndGeneralAmt |
| Fundraising | $7,742 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,760 | TotalAmt |
| Program Services | $8,508 | ProgramServicesAmt |
| Management And General | $1,150 | ManagementAndGeneralAmt |
| Fundraising | $5,102 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| RESEARCH | $535,573 | $530,253 | $320 | $5,000 |
| PRINTING & PUBLICATIONS | $120,564 | $88,878 | $506 | $31,180 |
| BANK CHARGES | $12,499 | $572 | $9,853 | $2,074 |
| STAFF BUSINESS EXPNESE | $12,055 | $8,908 | $837 | $2,310 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,999 | TotalAmt |
| Program Services | $4,065 | ProgramServicesAmt |
| Management And General | $400 | ManagementAndGeneralAmt |
| Fundraising | $1,534 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,827,893 | TotalAmt |
| Program Services | $4,362,271 | ProgramServicesAmt |
| Management And General | $386,705 | ManagementAndGeneralAmt |
| Fundraising | $1,078,917 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $946,016 | BOYAmt |
| EOY | $1,864,445 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $481,314 | BOYAmt |
| EOY | $1,123,958 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $987,801 | BOYAmt |
| EOY | $474,384 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $153,854 | BOYAmt |
| EOY | $215,477 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,366,206 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $556,295 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $784,244 | BOYAmt |
| EOY | $809,911 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,074,120 | BOYAmt |
| EOY | $6,590,573 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,427,349 | BOYAmt |
| EOY | $11,078,748 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $222,039 | BOYAmt |
| EOY | $223,256 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $238,950 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $222,039 | BOYAmt |
| EOY | $462,206 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,783,656 | BOYAmt |
| EOY | $6,539,160 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,421,654 | BOYAmt |
| EOY | $4,077,382 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,205,310 | BOYAmt |
| EOY | $10,616,542 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,427,349 | BOYAmt |
| EOY | $11,078,748 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,486,755 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $281,127 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$356,650 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,775,042 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,670,321 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,885,768 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,343,070 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,265,745 | CurrentTaxYearAmt |
| Total | $13,939,946 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,775,042 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,670,321 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,885,768 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,343,070 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,265,745 | CurrentTaxYearAmt |
| Total | $13,939,946 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,000,391 | SubstantialContributorsTotAmt |
| Public Support Total170 | $12,939,555 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $404,610 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $114,703 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $229,205 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $188,035 | CurrentTaxYearAmt |
| Total | $936,553 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $33,641 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,885 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus1 Year | $300,434 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $461,106 | CurrentTaxYearAmt |
| Total | $802,066 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $15,678,565 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $10,207,190 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.82530 | PublicSupportCY170Pct |
| Public Support PY170 | 0.91560 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II LINE 10 - OTHER INCOME | FormAndLineReferenceDesc |
| Explanation | 2020 $6,675 - SALE OF PUBLICATIONS & EVENT TICKET SALES 2021 $33,641 - SALE OF PUBLICATIONS & EVENT TICKET SALES 2022 $6,885 - SALE OF PUBLICATIONS & EVENT TICKET SALES & PROCEEDS FROM SHARED SERVICES AGREEMENT 2024 $90,606 - SALE OF PUBLICATIONS & EVENT TICKET SALES 2025 $110,724 - SALE OF PUBLICATIONS & EVENT TICKET SALES | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,442 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,442 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $4,747,534 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $4,748,976 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $387,449 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $96,862 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $0 | CurrentYearMinus3Amt |
| Current Year Minus2 | $0 | CurrentYearMinus2Amt |
| Current Year Minus1 | $0 | CurrentYearMinus1Amt |
| Current Year | $0 | CurrentYearAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $0 | CurrentYearMinus3Amt |
| Current Year Minus2 | $0 | CurrentYearMinus2Amt |
| Current Year Minus1 | $0 | CurrentYearMinus1Amt |
| Current Year | $0 | CurrentYearAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $0 | CurrentYearMinus3Amt |
| Current Year Minus2 | $0 | CurrentYearMinus2Amt |
| Current Year Minus1 | $0 | CurrentYearMinus1Amt |
| Current Year | $0 | CurrentYearAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $0 | CurrentYearMinus3Amt |
| Current Year Minus2 | $0 | CurrentYearMinus2Amt |
| Current Year Minus1 | $0 | CurrentYearMinus1Amt |
| Current Year | $0 | CurrentYearAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART AND LINE NUMBER: PART II-A - LINE 1 | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION PREVIOUSLY ADOPTED A SECTION (H) ELECTION BY FILING FORM 5768, WHICH IS AN ONGOING ELECTION. THEREFORE IN PART IV OF FORM 990 WAS CHECKED YES. | ExplanationTxt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,414,045 | BeginningYearBalanceAmt |
| Contributions | $4,346,383 | ContributionsAmt |
| Investment Earnings Or Losses | $469,162 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,650,195 | OtherExpendituresAmt |
| Administrative Expenses | $99,170 | AdministrativeExpensesAmt |
| End Year Balance | $9,480,225 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,603,628 | BeginningYearBalanceAmt |
| Contributions | $3,666,549 | ContributionsAmt |
| Investment Earnings Or Losses | $911,685 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,730,680 | OtherExpendituresAmt |
| Administrative Expenses | $37,137 | AdministrativeExpensesAmt |
| End Year Balance | $7,414,045 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,968,119 | BeginningYearBalanceAmt |
| Contributions | $1,264,446 | ContributionsAmt |
| Investment Earnings Or Losses | $523,018 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,085,865 | OtherExpendituresAmt |
| Administrative Expenses | $66,090 | AdministrativeExpensesAmt |
| End Year Balance | $4,603,628 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,366,745 | BeginningYearBalanceAmt |
| Contributions | $1,289,970 | ContributionsAmt |
| Investment Earnings Or Losses | -$444,068 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,244,528 | OtherExpendituresAmt |
| End Year Balance | $3,968,119 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,267,960 | BeginningYearBalanceAmt |
| Contributions | $1,577,289 | ContributionsAmt |
| Investment Earnings Or Losses | $599,849 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,078,353 | OtherExpendituresAmt |
| End Year Balance | $4,366,745 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.67000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.15000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.18000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,035,781 | OtherCostOrOtherBasisAmt |
| Depreciation | $301,627 | DepreciationAmt |
| Book Value | $734,154 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $83,413 | OtherCostOrOtherBasisAmt |
| Depreciation | $73,405 | DepreciationAmt |
| Book Value | $10,008 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $247,012 | OtherCostOrOtherBasisAmt |
| Depreciation | $181,263 | DepreciationAmt |
| Book Value | $65,749 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $809,911 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $7,713,884 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $281,127 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $118,109 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $399,236 | RevenueNotReportedAmt |
| Revenue Subtotal | $7,314,648 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $7,314,648 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $5,946,002 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $118,109 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $118,109 | ExpensesNotReportedAmt |
| Expenses Subtotal | $5,827,893 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $5,827,893 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION IS RECOGNIZED BY THE INTERNAL REVENUE SERVICE (IRS) AS AN ORGANIZATION DESCRIBED UNDER SECTION 501(C)(3) OF THE U.S. INTERNAL REVENUE CODE AND IS GENERALLY EXEMPT FROM FEDERAL AND STATE INCOME TAXES ON RELATED INCOME. DONORS MAY DEDUCT CONTRIBUTIONS MADE TO THE ORGANIZATION UNDER SECTIONS 170(B)(1)(A)(VI) AND (VIII) OF THE INTERNAL REVENUE CODE. THE ORGANIZATION IS REQUIRED TO FILE A RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX (FORM 990) WITH THE IRS. IN ADDITION, THE ORGANIZATION IS SUBJECT TO INCOME TAX ON NET INCOME THAT IS DERIVED FROM BUSINESS ACTIVITIES THAT ARE UNRELATED TO ITS EXEMPT PURPOSE. IN THE YEARS ENDED SEPTEMBER 30, 2025 & 2024, THE ORGANIZATION WAS NOT SUBJECT TO UNRELATED BUSINESS INCOME TAX AND IT DID NOT FILE AN EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURN (FORM 990-T) WITH THE IRS. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | FISHERS ISLAND | Event1Nm |
| Gross Receipts Event1 | $136,385 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $38,885 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $97,500 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $27,551 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $5,594 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $5,897 | OtherDirectExpensesEvent1Amt |
| Event2 | LOVETT LECTURE | Event2Nm |
| Gross Receipts Event2 | $238,615 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $238,615 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $50,058 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $39,305 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $41,591 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $142,167 | GrossReceiptsOtherEventsAmt |
| Gross Revenue Other Events | $142,167 | GrossRevenueOtherEventsAmt |
| Rent Fclty Costs Other Events | $1,950 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $27,080 | FoodAndBeverageOtherEventsAmt |
| Oth Direct Expnss Other Events | $14,854 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $517,167 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $38,885 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $478,282 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $79,559 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $71,979 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $62,342 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $213,880 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $264,402 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| MASSVISION FOUNDATION | ||||||||
| 2400 DISTRICT AVENUE 110 | BURLINGTON | MA | 01803 | 331878357 | 501C3 | $810,500 | $0 | CONDUCTING RESEARCH AND PROMOTION ACTIVITIES RELATED TO THE ADVANCEMENT OF MASSACHUSETTS' ECONOMIC COMPETITIVENESS. |
| MASSACHUSETTS OPPORTUNITY ALLIANCE | ||||||||
| 2400 DISTRICT AVENUE 110 | BURLINGTON | MA | 01803 | 990600335 | 501C6 | $75,000 | $0 | CONDUCTING RESEARCH AND PROMOTION ACTIVITIES RELATED TO THE ADVANCEMENT OF MASSACHUSETTS' ECONOMIC COMPETITIVENESS. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JAMES STERGIOS | ||||||||||||||
| EXECUTIVE DIRECTOR | $379,183 | $0 | $0 | $0 | $0 | $0 | $15,167 | $0 | $20,696 | $0 | $415,046 | $0 | $0 | $0 |
| ANDREW HORGAN | ||||||||||||||
| CHIEF DEVELOPMENT OFFICER | $293,249 | $0 | $0 | $0 | $0 | $0 | $11,730 | $0 | $31,688 | $0 | $336,667 | $0 | $0 | $0 |
| MARY Z CONAUGHTON | ||||||||||||||
| CHIEF OPERATING OFFICER/CLERK | $242,981 | $0 | $0 | $0 | $0 | $0 | $9,719 | $0 | $31,681 | $0 | $284,381 | $0 | $0 | $0 |
| JAMIE GASS | ||||||||||||||
| DIRECTOR OF PIONEEREDUCATI | $172,070 | $0 | $0 | $0 | $0 | $0 | $6,883 | $0 | $31,658 | $0 | $210,611 | $0 | $0 | $0 |
| WILLIAM SMITH | ||||||||||||||
| DIRECTOR LIFE SCIENCES | $181,050 | $0 | $16,196 | $0 | $0 | $0 | $8,538 | $0 | $0 | $0 | $205,784 | $0 | $0 | $0 |
| CATHERINE CASTELLANO | ||||||||||||||
| DIRECTOR OF INDIVIDUAL GIVING | $158,839 | $0 | $0 | $0 | $0 | $0 | $6,354 | $0 | $0 | $0 | $165,193 | $0 | $0 | $0 |
| FRANK BAILEY | ||||||||||||||
| PRESIDENT OF PIONEERLEGAL | $150,000 | $0 | $0 | $0 | $0 | $0 | $6,000 | $0 | $0 | $0 | $156,000 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 7 | FormAndLineReferenceDesc |
| Explanation | NON-FIXED AND DISCRETIONARY BONUSES WERE PAID TO THE FOLLOWING DURING CALENDAR YEAR 2024: WILLIAM SMITH -DIRECTOR LIFE SCIENCES $16,196 | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ADAM PORTNOY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | DIRECTOR | RelationshipDescriptionTxt |
| Transaction | $19,817 | TransactionAmt |
| Transaction | PIONEER ENTERED INTO AN AGREEMENT WITH A VENUE CONTROLLED BY A BOARD MEMBER. | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART AND LINE NUMBER: PART IV - GENERAL | FormAndLineReferenceDesc |
| Explanation | IN 2024, THE ORGANIZATION ENTERED INTO AN AGREEMENT WITH A VENUE CONTROLLED BY A BOARD MEMBER TO HOST A PROGRAMMING EVENT FOR THE FOLLOWING FISCAL YEAR. IN 2025, AS PART OF THE AGREEMENT, THE ORGANIZATION PAID $19,817 IN DEPOSITS TO THE VENUE. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 5 | ContributionCnt |
| Noncash Contributions Rpt F990 | $453,631 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART AND LINE NUMBER: PART III - GENERAL | PIONEER'S SUBORDINATES INCLUDE PIONEER LEGAL LLC, A MASSACHUSETTS SINGLE MEMBER LIMITED LIABILITY COMPANY WITH AN ADDRESS OF 185 DEVONSHIRE STREET, SUITE 1101, BOSTON, MA 02110. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE PROCEDURES PIONEER FOLLOWS IN REVIEWING ITS FORM 990 INCLUDE: 1) FORM 990 IS COMPLETED BY PIONEER'S AUDITORS WITH ASSISTANCE FROM MANAGEMENT, 2) THE RETURN IS REVIEWED BY MANAGEMENT AND ANY FURTHER REVISIONS ARE IMPLEMENTED, 3) THE FORM IS SCRUTINIZED BY PIONEER'S AUDIT COMMITTEE AND QUESTIONS ARE ADDRESSED, 4) THE FINAL VERSION IS DISTRIBUTED TO MANAGEMENT AND THE BOARD OF DIRECTORS PRIOR TO FILING WITH THE AUTHORITIES. |
| FORM 990, PART VI, SECTION B, LINE 12C | PIONEER'S CONFLICT OF INTEREST POLICY IS CIRCULATED TO THE ORGANIZATION'S EMPLOYEES, MANAGEMENT AND THE BOARD OF DIRECTORS ANNUALLY. MANGAGEMENT AND THE BOARD OF DIRECTORS. RECIPIENTS ARE REQUIRED TO SIGN THE POLICY AND DISCLOSE AND POTENTIAL CONFLICTS. ADDITIONALLY, MANAGEMENT REGULARLY MONITORS VENDOR RELATIONSHIPS FOR ANY POTENTIAL CONFLICTS THROUGHOUT THE YEAR. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE COMPENSATION OF PIONEER'S OFFICERS AND KEY EMPLOYEES IS DETERMINED IN ACCORDANCE WITH THE FOLLOWING PROCEDURES: 1) SELF EVALUATION OF THE EMPLOYEE IS UNDERTAKEN AND SHARED WITH MANAGEMENT, 2) AN ANNUAL PERFORMANCE EVALUATION BY THE EMPLOYEE'S SUPERIOR, OR IN THE CASE OF THE EXECUTIVE DIRECTOR, BY THE STRATEGIC IMPLEMENTAITON COMMITTEE, AT WHICH POINT THEIR PERFORMANCE IS EVALUATED RELATIVE TO CERTAIN GOALS OR KEY PERFORMANCE METRICS AND THE RESUILTS ARE DISCUSSED WITH THE EMPLOYEE. 3) A REVIEW OF COMPARATIVE COMPENSATION FOR SIMILAR ORGANIZATIONS (IN TERMS OF SIZE, REVENUE, NUMBER OF EMPLOYEES & GEOGRAPHICAL MARKET) IS UNDERTAKEN, AND 4) DOCUMENTATION OF THE PROCESS AND RESULTS ARE RECORDED IN THE EMPLOYEE'S PERSONNEL FILE AND, IN THE CASE OF THE EXECUTIVE DIRECTOR, IN THE MINUTES OF THE COMMITTEE MEETING. ANNUAL COMPENSATION FOR THE EXECUTIVE DIRECTOR RECOMMENDED BY THE STRATEGIC IMPLEMENTATION COMMITTEE IS SHARED WITH THE FULL BOARD FOR THEIR APPROVAL. |
| FORM 990, PART VI, SECTION C, LINE 19 | PIONEER MAKES THEIR AUDITED FINANCIAL STATEMENTS AND TAX RETURNS FOR THE LAST 10 YEARS ACCESSIBLE FROM ITS WEBSITE. ADDITIONALLY, THE FINANCIAL STATEMENTS AND TAX RETURNS ARE AVAILABLE UPON REQUEST, ALONG WITH THE ORGANIZATION'S BYLAWS AND CONFLICT OF INTEREST POLICY. |
| FORM 990, PART XI, LINE 9: | CHANGE IN ACCOUNTING FOR EVENT REVENUE- DEFERRED EVENT REVENUE INCREASED -356,650. |
| FORM 990, PART XII, LINE 2C: | THE ORGANIZATION DID NOT CHANGE EITHER ITS OVERSIGHT PROCESS OF THE AUDIT, REVIEW, OR COMPILATION OF ITS FINANCIAL STATEMENTS OR SELECTION PROCESS FOR AN INDEPENDENT ACCOUNTANT DURING THE TAX YEAR. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PIONEERLEGAL LLC DBA PIONEER NEW ENGLAND FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 185 DEVONSHIRE ST SUITE 1101 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 874300907 | EIN |
| Primary Activities | PUBLIC INTEREST LAW | PrimaryActivitiesTxt |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Total Income | $312,622 | TotalIncomeAmt |
| End Of Year Assets | $617,918 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PIONEER INSTITUTE INC | BusinessNameLine1Txt |
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