THE CLAYTON CHRISTENSEN INSTITUTE FOR DISRUPTIVE INNOVATION: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
THE CLAYTON CHRISTENSEN INSTITUTE FOR DISRUPTIVE INNOVATION (EIN 26-0264045)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-11-13
IRS object ID
202413189349308506
Schema version
2023v5.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2024-11-13T14:28:04-06:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN010523282PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Berry Dunn McNeil & Parker LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12211 Congress StAddressLine1Txt
CityPortlandCityNm
State AbbreviationMEStateAbbreviationCd
ZIP04102ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN260264045EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Clayton Christensen Institute forBusinessNameLine1Txt
Business Name Line2Disruptive Innovation IncBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlCLAYBusinessNameControlTxt
Phone7813259558PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line149 Winter StreetAddressLine1Txt
CityNatickCityNm
State AbbreviationMAStateAbbreviationCd
ZIP017601018ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJohn M RileyPersonNm
Person TitleVP - Finance & HRPersonTitleTxt
Phone7813259558PhoneNum
Signature2024-11-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBarbara J McGuan CPAPreparerPersonNm
PTINP00219457PTIN
Phone2077752387PhoneNum
Preparation2024-11-12PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990 IRS990

Doing Business As Name DoingBusinessAsName

FieldValueIRS element (for citing)
Business Name Line1Clayton Christensen InstituteBusinessNameLine1Txt
FieldValueIRS element (for citing)
Principal OfficerAnn ChristensenPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line149 Winter StreetAddressLine1Txt
CityNatickCityNm
State AbbreviationMAStateAbbreviationCd
ZIP017601018ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$1,905,388GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.christenseninstitute.orgWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2007FormationYr
Legal Domicile StateMALegalDomicileStateCd
Activity Or MissionThe Clayton Christensen Institute enables policymakers, entrepreneurs, and leaders to radically improve entire sectors through rigorous research and community empowerment. Using Disruptive Innovation and other theories developed and taught by Harvard Business School Professor Clayton Christensen, we develop a clearer understanding of how the world works, so we can create meaningful progress in our world.ActivityOrMissionDesc
Voting Members Governing Body5VotingMembersGoverningBodyCnt
Voting Members Independent2VotingMembersIndependentCnt
Total Employee19TotalEmployeeCnt
Total Volunteers5TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$4,703,624PYContributionsGrantsAmt
CY Contributions Grants$1,736,777CYContributionsGrantsAmt
PY Program Service Revenue$169,317PYProgramServiceRevenueAmt
CY Program Service Revenue$128,736CYProgramServiceRevenueAmt
PY Investment Income$6,694PYInvestmentIncomeAmt
CY Investment Income$39,875CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$4,879,635PYTotalRevenueAmt
CY Total Revenue$1,905,388CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$3,007,464PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$2,810,809CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$345,664CYTotalFundraisingExpenseAmt
PY Other Expenses$997,536PYOtherExpensesAmt
CY Other Expenses$676,887CYOtherExpensesAmt
PY Total Expenses$4,005,000PYTotalExpensesAmt
CY Total Expenses$3,487,696CYTotalExpensesAmt
PY Revenues Less Expenses$874,635PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$1,582,308CYRevenuesLessExpensesAmt
Total Assets BOY$2,551,093TotalAssetsBOYAmt
Total Assets EOY$996,790TotalAssetsEOYAmt
Total Liabilities BOY$293,407TotalLiabilitiesBOYAmt
Total Liabilities EOY$314,668TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$2,257,686NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$682,122NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionThe Clayton Christensen Institute enables policymakers, entrepreneurs, and leaders to radically improve entire sectors through rigorous research and community empowerment. Using Disruptive Innovation and other theories developed and taught by Harvard Business School Professor Clayton Christensen, we develop a clearer understanding of how the world works, so we can create meaningful progress in our world.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$1,280,884ExpenseAmt
Revenue$2,011RevenueAmt
DescThe Education Research team's mission is to apply theories of disruptive innovation to produce research and recommendations that help transform education systems from their current monolithic, factory-model designs into student-centric systems that allow every learner to realize his or her fullest human potential. The education team publishes or collaborates on research papers, white papers, and case studies. Its staff delivers speeches, presentations, and testimonies; authors blogs and contributed articles published in various news outlets and journals; and is interviewed by various media to educate the public about its research findings. It also maintains its social media channels to further disseminates its research findings to various audiences.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$467,294ExpenseAmt
Revenue$49,000RevenueAmt
DescThe Global Prosperity Research team's mission is to facilitate and accelerate economic development across the globe by changing the broken conversation about how to alleviate poverty and to provide an actionable framework for generating prosperity. Its research has uncovered that a specific type of innovation, Market-Creating Innovation, creates a domino effect of sustainable economic development. The team aims to provide stakeholders with the tools they need to find, build, and scall these powerful innovations across the globe. Team members disseminate their work through various channels, including books, research papers, blogs, videos, and conferences.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$428,304ExpenseAmt
DescThe Institute's Healthcare Research team's mission is to apply the theories of disruptive innovation to identify and promote solutions to the problems confronting healthcare in the United States. The Team's research tackles these seemingly intractable problems, unveils new insights, shapes industry conversations, and shifts mindsets to create healthier futures for all. They use unique frameworks, novel business model compasses, and strategy roadmaps to identify and promote more effective innovation.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (2 entries)

ExpenseExpenseAmtRevenueRevenueAmtDescDesc
$126,949$77,725The Institute's Executive Education program is designed to train participants in the theory of disruptive innovation and related business theories and to help students apply these theories in real world situations.
$190,433The Institute's External Relations team works with the Institute's researchers across all research areas, assisting them with planning and structuring research projects; editing and publishing articles, blogs, papers, and other publications; and ensuring that the Institute's works receives maximum exposure in various media and social media outlets.
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$317,382TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Revenue$77,725TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$2,493,864TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign ActivitiesYes (1)ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
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PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam MemYes (1)BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document9IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee19EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
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Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
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Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members5GoverningBodyVotingMembersCnt
Independent Voting Member2IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Financial Administrative Support Services-CO Sean GraceBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4085138721PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11631 Willow Street Suite 200AddressLine1Txt
CitySan JoseCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95125ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (13 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
Ann Christensen
President & CEO40.00Yes (X)Yes (X)$285,302$0$28,710
Michael Horn
Chairman20.00Yes (X)Yes (X)$96,000$0$0
Mark Johnson
Clerk1.00Yes (X)Yes (X)$0$0$0
Christine Christensen
Treasurer1.00Yes (X)Yes (X)$0$0$0
Leo Chang
Board Member1.00Yes (X)$0$0$0
John Riley
VP - Finance & HR40.00Yes (X)$230,623$0$46,646
Ann Somers Hogg
Director - Healthcare Research40.00$164,789$0$9,138Yes (X)
Julia Freeland Fisher
Director - Education Research40.00$227,625$0$46,540Yes (X)
Efosa Ojomo
Director - Global Prosperity40.00$194,964$0$44,455Yes (X)
Meris Stansbury
Director - Communications40.00$175,248$0$23,041Yes (X)
Thomas Arnett
Senior Research Fellow40.00$165,657$0$43,363Yes (X)
Ruth Hartt
Chief of Staff to the CEO40.00$120,961$0$6,600Yes (X)
Robert Markle
Research Project Manager40.00$134,054$0$20,761Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$1,795,223TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$269,254TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K9IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1American Institutes for ResearchBusinessNameLine1Txt

Contractor Address ContractorAddress

US Address USAddress

FieldValueIRS element (for citing)
Address Line11400 Crystal Drive 10th FloorAddressLine1Txt
CityArlingtonCityNm
State AbbreviationVAStateAbbreviationCd
ZIP22202ZIPCd
FieldValueIRS element (for citing)
ServicesEducational ResearchServicesDesc
Compensation$117,880CompensationAmt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K1CntrctRcvdGreaterThan100KCnt
Government Grants$86,300GovernmentGrantsAmt
All Other Contributions$1,650,477AllOtherContributionsAmt
Total Contributions$1,736,777TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescProgram Service RevenuDesc
Business611710BusinessCd
Total Revenue Column$128,736TotalRevenueColumnAmt
Related Or Exempt Func Income$128,736RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$128,736TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$39,875TotalRevenueColumnAmt
Exclusion$39,875ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,905,388TotalRevenueColumnAmt
Related Or Exempt Func Income$128,736RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$39,875ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$1,573,081TotalAmt
Program Services$1,115,757ProgramServicesAmt
Management And General$303,992ManagementAndGeneralAmt
Fundraising$153,332FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$896,131TotalAmt
Program Services$672,448ProgramServicesAmt
Management And General$76,092ManagementAndGeneralAmt
Fundraising$147,591FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$43,729TotalAmt
Program Services$32,324ProgramServicesAmt
Management And General$3,919ManagementAndGeneralAmt
Fundraising$7,486FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$149,156TotalAmt
Program Services$130,439ProgramServicesAmt
Management And General$5,761ManagementAndGeneralAmt
Fundraising$12,956FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$148,712TotalAmt
Program Services$109,876ProgramServicesAmt
Management And General$20,591ManagementAndGeneralAmt
Fundraising$18,245FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$98,488TotalAmt
Management And General$98,488ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$66,681TotalAmt
Management And General$66,681ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$133,148TotalAmt
Program Services$128,469ProgramServicesAmt
Management And General$4,679ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$23,516TotalAmt
Program Services$23,516ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$13,718TotalAmt
Program Services$10,406ProgramServicesAmt
Management And General$2,644ManagementAndGeneralAmt
Fundraising$668FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$85,807TotalAmt
Program Services$74,310ProgramServicesAmt
Management And General$6,617ManagementAndGeneralAmt
Fundraising$4,880FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$41,175TotalAmt
Management And General$41,175ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$70,444TotalAmt
Program Services$68,071ProgramServicesAmt
Management And General$2,254ManagementAndGeneralAmt
Fundraising$119FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$3,779TotalAmt
Program Services$3,779ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$1,648TotalAmt
Program Services$1,469ProgramServicesAmt
Management And General$179ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$3,686TotalAmt
Management And General$3,686ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
Grant Subcontractors$117,880$117,880
Team Activities$10,418$10,418
Public Relations$5,000$5,000
Other Expenses$1,499$120$992$387

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$3,487,696TotalAmt
Program Services$2,493,864ProgramServicesAmt
Management And General$648,168ManagementAndGeneralAmt
Fundraising$345,664FundraisingAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XYes (X)InfoInScheduleOPartXInd

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$94,080BOYAmt
EOY$60,838EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$2,386,240BOYAmt
EOY$920,471EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$66,016BOYAmt
EOY$7,341EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$1,234BOYAmt
EOY$6,265EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$15,954LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$14,079LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$3,523BOYAmt
EOY$1,875EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$2,551,093BOYAmt
EOY$996,790EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$243,407BOYAmt
EOY$214,668EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$50,000BOYAmt
EOY$100,000EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$293,407BOYAmt
EOY$314,668EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,463,636BOYAmt
EOY$682,122EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$794,050BOYAmt
EOY$0EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,257,686BOYAmt
EOY$682,122EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,551,093BOYAmt
EOY$996,790EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$1,582,308ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$6,744NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,295,738CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,280,713CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$4,009,332CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$4,703,624CurrentTaxYearMinus1YearAmt
Current Tax Year$1,736,777CurrentTaxYearAmt
Total$15,026,184TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$115,018CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$20,520CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$233,998CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$169,317CurrentTaxYearMinus1YearAmt
Current Tax Year$128,736CurrentTaxYearAmt
Total$667,589TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,410,756CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,301,233CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$4,243,330CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$4,872,941CurrentTaxYearMinus1YearAmt
Current Tax Year$1,865,513CurrentTaxYearAmt
Total$15,693,773TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$10,750CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$258,785CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,019,513CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,003,531CurrentTaxYearMinus1YearAmt
Current Tax Year$1,087,075CurrentTaxYearAmt
Total$5,379,654TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$10,750CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$258,785CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,019,513CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,003,531CurrentTaxYearMinus1YearAmt
Current Tax Year$1,087,075CurrentTaxYearAmt
Total$5,379,654TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$10,314,119PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$14,186CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$6,973CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$214CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$6,694CurrentTaxYearMinus1YearAmt
Current Tax Year$39,875CurrentTaxYearAmt
Total$67,942TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$14,186CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$6,973CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$214CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$6,694CurrentTaxYearMinus1YearAmt
Current Tax Year$39,875CurrentTaxYearAmt
Total$67,942TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,424,942CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,308,206CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$4,243,544CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$4,879,635CurrentTaxYearMinus1YearAmt
Current Tax Year$1,905,388CurrentTaxYearAmt
Total$15,761,715TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.65440PublicSupportCY509Pct
Public Support PY5090.74240PublicSupportPY509Pct
Investment Income CY0.00430InvestmentIncomeCYPct
Investment Income PY0.00230InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$15,954OtherCostOrOtherBasisAmt
Depreciation$14,079DepreciationAmt
Book Value$1,875BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$1,875TotalBookValueLandBuildingsAmt
Total Rev Etc Audited Fincl Stmt$1,912,132TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$6,744NetUnrealizedGainsInvstAmt
Revenue Not Reported$6,744RevenueNotReportedAmt
Revenue Subtotal$1,905,388RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$1,905,388TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$3,487,696TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$3,487,696ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$3,487,696TotalExpensesPerForm990Amt

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp (3 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
East Asia and the Pacific00Program ServiceResearch$3,003
Sub-Saharan Africa - Angola, Benin, Botswana, Burkina Faso,00Program ServiceResearch and Training$45,020
Europe (Including Iceland & Greenland)00Program ServiceResearch$4,004
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$52,027SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$52,027TotalSpentAmt
Transfer To Foreign Corp0TransferToForeignCorpInd
Interest In Foreign Trust0InterestInForeignTrustInd
Foreign Corp Ownership0ForeignCorpOwnershipInd
Passive Foreign Investmest Co0PassiveForeignInvestmestCoInd
Foreign Partnership0ForeignPartnershipInd
Boycott Countries0BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart I, line 3:FormAndLineReferenceDesc
ExplanationExpenditures in each region were calculated by identifying the number of days Institute staff spent conducting research and/or training programs in that region and multiplying that number of days by each employee's daily rate, marked up for all benefits and payroll taxes. Additional expenditures included travel expenses to and from each region and training program materials used in the region. The Institute made no investments in any international region.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (1)AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (8 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
Ann Christensen
President & CEO$285,302$0$0$0$0$0$14,250$0$14,460$0$314,012$0$0$0
John Riley
VP - Finance & HR$230,623$0$0$0$0$0$11,502$0$35,144$0$277,269$0$0$0
Julia Freeland Fisher
Director - Education Research$209,625$0$18,000$0$0$0$11,438$0$35,102$0$274,165$0$0$0
Efosa Ojomo
Director - Global Prosperity$194,964$0$0$0$0$0$9,733$0$34,722$0$239,419$0$0$0
Thomas Arnett
Senior Research Fellow$165,657$0$0$0$0$0$8,340$0$35,023$0$209,020$0$0$0
Meris Stansbury
Director - Communications$165,248$0$10,000$0$0$0$8,749$0$14,292$0$198,289$0$0$0
Ann Somers Hogg
Director - Healthcare Research$164,789$0$0$0$0$0$8,226$0$912$0$173,927$0$0$0
Robert Markle
Research Project Manager$126,554$0$7,500$0$0$0$6,693$0$14,068$0$154,815$0$0$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart I, Line 7FormAndLineReferenceDesc
ExplanationDuring calendar year 2023, bonuses were paid to Julia Freeland Fisher, Robert Markle, and Meris Stansbury. The bonus payments were made at the discretion of the executive management team and were not contingent upon the net revenues or earnings of the Institute.ExplanationTxt

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp

Name Of Interested NameOfInterested

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Ann ChristensenBusinessNameLine1Txt
FieldValueIRS element (for citing)
Relationship DescriptionFamily Member to Treasurer, Christine ChristensenRelationshipDescriptionTxt
Transaction$314,012TransactionAmt
TransactionEmploymentTransactionDesc
Sharing Of Revenues0SharingOfRevenuesInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Section A, line 2Ann Christensen, President & CEO and Christine Christensen, Treasurer have a family relationship.
Form 990, Part VI, Section B, line 11bBoard members review the 990 and related tax returns before they are filed.
Form 990, Part VI, Section B, line 12cThe Institute routinely monitors for conflicts of interest through discussions at board and staff meetings.
Form 990, Part VI, Section B, line 15aThe Institute's board approved the compensation of the CEO using comparable industry data from a national think tank salary survey.
Form 990, Part VI, Section C, line 19The Institute's governing documents, conflict of interest policy, and financial statements are made available for inspection at the Institute's corporate office.
Form 990, Part X, Line 10: Land, Buildings, and EquipmentSection 1.263(a)-3(n) Election: The Clayton Christensen Institute for Disruptive Innovation, Inc. 49 Winter Street Natick, MA 01760-1018 EIN: 26-0264045 Section 1.263(a)-3(n) Election: The Clayton Christensen Institute for Disruptive Innovation, Inc. is electing to capitalize repair and maintenance costs under Regulation Section 1.263(a)-3(n).

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