2024-11-13T14:28:04-06:00 2023-12-31 010523282 Berry Dunn McNeil & Parker LLC 2211 Congress St Portland ME 04102 990 2023-01-01 260264045 The Clayton Christensen Institute for Disruptive Innovation Inc CLAY 7813259558 49 Winter Street Natick MA 017601018 John M Riley VP - Finance & HR 7813259558 2024-11-12 1 1 Barbara J McGuan CPA P00219457 2077752387 2024-11-12 2023 2024-10-15 13:58:12Z Clayton Christensen Institute Ann Christensen 49 Winter Street Natick MA 017601018 1905388 0 X www.christenseninstitute.org X 2007 MA The 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. 5 2 19 5 0 0 4703624 1736777 169317 128736 6694 39875 0 0 4879635 1905388 0 0 0 0 3007464 2810809 0 0 345664 997536 676887 4005000 3487696 874635 -1582308 2551093 996790 293407 314668 2257686 682122 X The 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. 0 0 1280884 2011 The 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. 467294 49000 The 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. 428304 The 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. 126949 77725 The 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. 190433 The 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. 317382 77725 2493864 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 9 0 1 19 1 0 0 0 0 0 0 0 0 0 0 0 0 X 5 2 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 MA CA X X Financial Administrative Support Services-CO Sean Grace 4085138721 1631 Willow Street Suite 200 San Jose CA 95125 Ann Christensen President & CEO 40.00 X X 285302 0 28710 Michael Horn Chairman 20.00 X X 96000 0 0 Mark Johnson Clerk 1.00 X X 0 0 0 Christine Christensen Treasurer 1.00 X X 0 0 0 Leo Chang Board Member 1.00 X 0 0 0 John Riley VP - Finance & HR 40.00 X 230623 0 46646 Ann Somers Hogg Director - Healthcare Research 40.00 X 164789 0 9138 Julia Freeland Fisher Director - Education Research 40.00 X 227625 0 46540 Efosa Ojomo Director - Global Prosperity 40.00 X 194964 0 44455 Meris Stansbury Director - Communications 40.00 X 175248 0 23041 Thomas Arnett Senior Research Fellow 40.00 X 165657 0 43363 Ruth Hartt Chief of Staff to the CEO 40.00 X 120961 0 6600 Robert Markle Research Project Manager 40.00 X 134054 0 20761 1795223 0 269254 9 0 1 0 American Institutes for Research 1400 Crystal Drive 10th Floor Arlington VA 22202 Educational Research 117880 1 86300 1650477 1736777 Program Service Revenu 611710 128736 128736 128736 39875 39875 1905388 128736 0 39875 1573081 1115757 303992 153332 896131 672448 76092 147591 43729 32324 3919 7486 149156 130439 5761 12956 148712 109876 20591 18245 98488 98488 66681 66681 133148 128469 4679 23516 23516 13718 10406 2644 668 85807 74310 6617 4880 41175 41175 70444 68071 2254 119 3779 3779 1648 1469 179 3686 3686 Grant Subcontractors 117880 117880 Team Activities 10418 10418 Public Relations 5000 5000 Other Expenses 1499 120 992 387 3487696 2493864 648168 345664 X 94080 60838 2386240 920471 66016 7341 1234 6265 15954 14079 3523 1875 2551093 996790 243407 214668 50000 100000 293407 314668 X 1463636 682122 794050 0 2257686 682122 2551093 996790 -1582308 6744 0 X 0 1 X 1 0 X 2295738 2280713 4009332 4703624 1736777 15026184 115018 20520 233998 169317 128736 667589 2410756 2301233 4243330 4872941 1865513 15693773 10750 258785 2019513 2003531 1087075 5379654 0 10750 258785 2019513 2003531 1087075 5379654 10314119 14186 6973 214 6694 39875 67942 14186 6973 214 6694 39875 67942 2424942 2308206 4243544 4879635 1905388 15761715 0.65440 0.74240 0.00430 0.00230 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 15954 14079 1875 1875 1912132 6744 6744 1905388 0 1905388 3487696 0 3487696 0 3487696 East Asia and the Pacific 0 0 Program Service Research 3003 Sub-Saharan Africa - Angola, Benin, Botswana, Burkina Faso, 0 0 Program Service Research and Training 45020 Europe (Including Iceland & Greenland) 0 0 Program Service Research 4004 0 0 0 0 0 0 52027 0 52027 0 0 0 0 0 0 Part I, line 3: Expenditures 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. X X 0 0 0 0 0 0 0 1 0 Ann Christensen President & CEO 285302 0 0 0 0 0 14250 0 14460 0 314012 0 0 0 John Riley VP - Finance & HR 230623 0 0 0 0 0 11502 0 35144 0 277269 0 0 0 Julia Freeland Fisher Director - Education Research 209625 0 18000 0 0 0 11438 0 35102 0 274165 0 0 0 Efosa Ojomo Director - Global Prosperity 194964 0 0 0 0 0 9733 0 34722 0 239419 0 0 0 Thomas Arnett Senior Research Fellow 165657 0 0 0 0 0 8340 0 35023 0 209020 0 0 0 Meris Stansbury Director - Communications 165248 0 10000 0 0 0 8749 0 14292 0 198289 0 0 0 Ann Somers Hogg Director - Healthcare Research 164789 0 0 0 0 0 8226 0 912 0 173927 0 0 0 Robert Markle Research Project Manager 126554 0 7500 0 0 0 6693 0 14068 0 154815 0 0 0 Part I, Line 7 During 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. Ann Christensen Family Member to Treasurer, Christine Christensen 314012 Employment 0 Form 990, Part VI, Section A, line 2 Ann Christensen, President & CEO and Christine Christensen, Treasurer have a family relationship. Form 990, Part VI, Section B, line 11b Board members review the 990 and related tax returns before they are filed. Form 990, Part VI, Section B, line 12c The Institute routinely monitors for conflicts of interest through discussions at board and staff meetings. Form 990, Part VI, Section B, line 15a The 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 19 The 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 Equipment Section 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).