2023-11-14T08:45:05-06:00 2022-12-31 366055558 GRANT THORNTON LLP 757 THIRD AVENUE 3RD FLOOR NEW YORK NY 100172013 990 2022-01-01 237379473 MDRC MDRC 2125323200 200 VESEY STREET 23RD FLOOR NEW YORK NY 102812103 JESUS M AMADEO SR. VP & CFO 2125323200 2023-11-01 1 JESUS AMADEO XXX-XX-XXXX 0 SCOTT THOMPSETT P00741490 2125990100 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z VIRGINIA KNOX 200 VESEY STREET 23RD FLOOR NEW YORK NY 102812103 102925999 0 X WWW.MDRC.ORG X 1974 DE MDRC IS DEDICATED TO IMPROVING THE WELL-BEING OF LOW-INCOME PEOPLE. (SEE SCHEDULE O) THROUGH OUR RESEARCH, WE SEEK TO ENHANCE THE EFFECTIVENESS OF SOCIAL POLICIES & PROGRAMS THAT AFFECT THE POOR. 15 15 392 15 0 0 89213706 78650399 1435053 1809578 2487809 2305412 0 0 93136568 82765389 2958012 2083628 0 0 37479942 41134693 0 0 1499 34654323 42522095 75092277 85740416 18044291 -2975027 143919606 163594084 37637344 71955357 106282262 91638727 X SEE SCHEDULE O 0 0 22704315 648865 914185 FAMILY WELL-BEING AND CHILD DEVELOPMENTFOR DECADES, MDRC HAS BEEN A LEADER IN DEVELOPING AND STUDYING INTERVENTIONS TO IMPROVE OUTCOMES FOR CHILDREN LIVING IN FAMILIES WITH LOW INCOMES. OUR CURRENT WORK IN THIS AREA FOCUSES ON TWO MAIN DOMAINS: EARLY CARE AND EDUCATION (ECE) SYSTEMS AND FAMILY-FOCUSED SERVICE SYSTEMS. IN EARLY CARE AND EDUCATION, WE'VE WORKED WITH PRACTITIONERS TO DEVELOP AND TEST INTERVENTIONS TO IMPROVE CLASSROOM QUALITY, CURRICULUM AND PROFESSIONAL DEVELOPMENT, MATH INTERVENTIONS AND SUPPORTS, EARLY CHILDHOOD ASSESSMENTS, AND P-3 ALIGNMENTAS WELL AS STUDIED WAYS TO SUPPORT AND BUILD THE ECE WORKFORCE. IN FAMILY-FOCUSED SERVICES, MDRC HAS BEEN EVALUATING VARIOUS HOME VISITING MODELS AND HAS(SEE SCHEDULE O)BEEN A LEADER IN COCREATING AND STUDYING SERVICES IN FATHERHOOD PROGRAMS. 14568966 557406 450262 YOUTH DEVELOPMENT, CRIMINAL JUSTICE, AND EMPLOYMENTMDRC IS TESTING TAILORED INTERVENTIONS FOR YOUNG PEOPLE DISCONNECTED FROM THE WORLDS OF SCHOOL AND WORK, YOUNG PEOPLE AND ADULTS AT RISK OF ENTERING THE CRIMINAL JUSTICE SYSTEM, EX-PRISONERS REENTERING THEIR COMMUNITIES, AND PEOPLE WITH WORK-LIMITING DISABILITIES. THE FINDINGS OF OUR NEW STUDIES AS THEY EMERGE ARE INTENDED TO EXPAND IMPLEMENTATION OF EFFECTIVE PROGRAMS IN THE DIFFERENT PUBLIC ASSISTANCE, ENFORCEMENT, AND SERVICE DELIVERY SYSTEMS THAT INTERACT WITH POPULATIONS THAT FACE BARRIERS TO EMPLOYMENT. 8835911 10000 134550 K-12 EDUCATIONFOR 25 YEARS, MDRC HAS BEEN LEARNING WHAT MAY BE MOST EFFECTIVE TO RAISE THE ACADEMIC ACHIEVEMENT OF YOUNG PEOPLE WHO ARE AT RISK OF FAILING. WE COLLABORATE WITH PUBLIC SCHOOL SYSTEMS, CHARTER ORGANIZATIONS, AND NATIONAL NONPROFITS TO EVALUATE THEIR PROGRAMS AND TO USE THAT INFORMATION TO HELP THEM DEVELOP EVIDENCE-BASED STRATEGIES FOR CONTINUOUS PROGRAM IMPROVEMENT. 7623099 51000 29719 POSTSECONDARY EDUCATIONPOLICYMAKERS AND THE PHILANTHROPIC SECTOR HAVE FOCUSED NEW EFFORTS ON INCREASING STUDENT PERSISTENCE AND ACHIEVEMENT IN POSTSECONDARY EDUCATION. MDRC HAS IDENTIFIED THE MOST EFFECTIVE PROGRAMS DEVELOPED BY OTHERS, HELPED REPLICATE THOSE PROGRAMS IN NEW CONTEXTS, AND ASSISTED COMMUNITIES AND INSTITUTIONS IN DEVELOPING NEW INTERVENTIONS BASED ON THE EVIDENCE DEVELOPED IN THE STUDIES AVAILABLE. WE ARE NOW FOCUSED ON HELPING STATES AND HIGHER EDUCATION INSTITUTIONS ADOPT AND SCALE THE MORE SUCCESSFUL INTERVENTIONS THAT HAVE BEEN DEVELOPED AND TESTED. 7021442 796365 55295 ECONOMIC MOBILITY, HOUSING, AND COMMUNITIESLONG REGARDED AS THE PREMIER INVESTIGATOR OF POLICIES TO IMPROVE THE LIVES OF FAMILIES PARTICIPATING IN PUBLIC BENEFITS PROGRAMS, MDRC HAS BROUGHT ITS PROGRAM DEVELOPMENT SKILLS AND REPUTATION FOR METHODOLOGICAL RIGOR TO THE CHALLENGE OF LEARNING HOW BEST TO IMPROVE THE ECONOMIC HEALTH OF WORKERS AND COMMUNITIES. THE CONCENTRATION OF POVERTY AND AN ASSOCIATED LACK OF ACCESS TO GOOD JOBS, AFFORDABLE HOUSING, QUALITY GOODS AND SERVICES, AND ECONOMIC AND POLITICAL RESOURCES PRESENTS SPECIAL CHALLENGES FOR IMPROVING THE PROSPECTS OF RESIDENTS OF NEIGHBORHOODS WITH HIGH POVERTY RATES. MDRC HAS EVALUATED A NUMBER OF "PLACE-BASED" PROJECTS THAT ADDRESSED URBAN POVERTY AND JOBLESSNESS. WE ARE ALSO EVALUATING A NUMBER OF HOUSING CHOICE VOUCHER REFORMS, HELPING TO IMPROVE THE NATION'S PRINCIPAL HOUSING ASSISTANCE PROGRAMS.PRIOR TO 2022, THE CENTER FOR EFFECTIVE CAREER AND TECHNICAL EDUCATION AND THE CENTER FOR CRIMINAL JUSTICE RESEARCH DIVISIONS WERE MERGED WITH OTHER DIVISIONS AND A NEW DIVISION, INFORMATION, DISSEMINATION, PROGRAM DEVELOPMENT, METHODOLOGY AND STRATEGIC INITIATIVES, WAS FORMED. THE CENTER FOR EFFECTIVE CAREER AND TECHNICAL EDUCATION IS CONNECTED WITH THREE OF THE DIVISIONS BUT MOST CLOSELY ASSOCIATED WITH K-12 EDUCATION AND THE CENTER FOR CRIMINAL JUSTICE RESEARCH IS PART OF THE COST CENTER YOUTH DEVELOPMENT, CRIMINAL JUSTICE AND EMPLOYMENT. 4180034 0 0 INFORMATION, DISSEMINATION, PROGRAM DEVELOPMENT, METHODOLOGY AND STRATEGIC INITIATIVES:INFORMATION AND DISSEMINATION: FOR MDRC'S EVIDENCE TO MAKE A DIFFERENCE IN THE PUBLIC POLICIES AND PRACTICES THAT AFFECT PEOPLE WITH LOW INCOMES, IT MUST REACH A BROAD AUDIENCE. WE PRODUCE CLEARLY WRITTEN RESEARCH REPORTS AS WELL AS POLICY BRIEFS, "HOW-TO" GUIDES AND TOOLKITS, INFOGRAPHICS, BLOG POSTS, COMMENTARIES, VIDEOS, AND PODCASTS THAT DISTILL THE RESULTS OF OUR STUDIES AND DISCUSS THEIR IMPLICATIONS FOR POLICY AND PRACTICE. WE WIDELY DISSEMINATE OUR FINDINGS TO THE MEDIA AND PUBLIC INTEREST GROUPS; TO GOVERNMENT OFFICIALS AND PHILANTHROPY; AT PROFESSIONAL CONFERENCES AND IN JOURNAL ARTICLES; THROUGH NEWS BULLETINS E-MAILED TO MORE THAN 17,000 PEOPLE; VIA OUR COMPREHENSIVE WEBSITE; THROUGH A ROBUST SOCIAL MEDIA PRESENCE, PARTICULARLY ON FACEBOOK, X/TWITTER, AND LINKEDIN (WITH A COMBINED 60,000+ FOLLOWERS); AND THROUGH THE PROVISION OF HANDS-ON TECHNICAL ASSISTANCE TO PUBLIC AND NONPROFIT PROGRAM OPERATORS. WE MAINTAIN SEVERAL WELL-READ BLOGS, INCLUDING IDEAS AND EVIDENCE, THE IMPLEMENTATION RESEARCH INCUBATOR, REFLECTIONS ON METHODOLOGY, INPRACTICE, AND THE FUTURE OF CAREER AND TECHNICAL EDUCATION. MDRC'S INFORMATION AND DISSEMINATION EFFORTS ARE FUNDED BOTH BY PROJECT FUNDS AND BY ITS ENDOWMENT AND GRANTS FROM FOUNDATIONS.PROGRAM DEVELOPMENT: MDRC OPERATES MORE THAN 100 ACTIVE PROJECTS, FUNDED BY GOVERNMENT AGENCIES AND FOUNDATIONS, THROUGH ITS FIVE POLICY AREAS AND TWO CENTERS. MDRC'S PROGRAM DEVELOPMENT DEPARTMENT WORKS WITH THE POLICY AREAS AND CENTERS TO INCUBATE NEW WORK AND FIND SUPPORTERS TO FUND IT.METHODOLOGY: MDRC IS KNOWN FOR DEVELOPING AND USING CUTTING-EDGE RESEARCH METHODOLOGIES AND SHARING THEM WITH THE LARGER FIELD THROUGH JOURNAL ARTICLES, WORKING PAPERS, TOOLS FOR RESEARCHERS, AND ITS REFLECTIONS ON METHODOLOGY BLOG. AS A DEMONSTRATION OF OUR COMMITMENT TO OPEN SCIENCE AND RESEARCH REPLICABILITY, MDRC MAKES AVAILABLE PUBLIC USE DATA FILES AND RESTRICTED USE DATA FILES FROM ITS EVALUATIONS FOR OTHER RESEARCHERS TO ACCESS.STRATEGIC INITIATIVES: MDRC MAINTAINS CROSS-DEPARTMENTAL WORKING GROUPS FOCUSED ON DEVELOPING AND MAINTAINING CORPORATE STRATEGIES RELATED TO QUANTITATIVE METHODS, IMPLEMENTATION RESEARCH, PROGRAM OPERATIONS, AND DATA SECURITY. WE LAUNCHED AN EQUITY COLLABORATIVE IN 2020 TO INTEGRATE PERSPECTIVES OF DIVERSITY, EQUITY, AND INCLUSION MORE FULLY IN OUR WORK WITH PROGRAM OPERATORS, PRACTITIONERS, AND RESEARCH PARTICIPANTS. OUR OFFICE OF DIVERSITY AND INCLUSION IS DEVELOPING A THREE-YEAR DIVERSITY, EQUITY, INCLUSION, AND BELONGING PLAN TO ADVANCE OUR INTERNAL DIEB STRATEGY. 3647173 9992 156898 CENTER FOR DATA INSIGHTSTHE CENTER FOR DATA INSIGHTS FURTHERS MDRC'S LONG-STANDING COMMITMENT TO HELPING ORGANIZATIONS WITH WHICH WE COLLABORATE THEIR PROGRAMS AND SYSTEMS BY HARNESSING THE BENEFITS OF OPERATIONAL DATA-SCIENCE TECHNIQUES THOSE THAT PRODUCE ACTIONABLE INSIGHTS THAT CAN AFFECT DAILY PRACTICE. RANGING FROM SIMPLE DESCRIPTIVE SUMMARIES TO ADVANCED MACHINE LEARNING ALGORITHMS, THE CENTER'S PROJECTS AIM TO USE INSTITUTIONS' INCREASINGLY RICH DATA TO PROVIDE NEW INSIGHTS THAT CAN HELP THEM REFINE AND TARGET THEIR SERVICES. 2051288 10000 68669 CENTER FOR APPLIED BEHAVIORAL SCIENCE (CABS)TOO OFTEN, PROGRAMS AND POLICIES DO NOT CONSIDER THE WAY PEOPLE ACTUALLY THINK AND BEHAVE. IT IS OFTEN ASSUMED THAT THOSE MOST IN NEED WILL FIND A WAY TO OVERCOME OBSTACLES, BUT BEHAVIORAL SCIENCE DEMONSTRATES THAT EVEN SMALL HASSLES CREATE BARRIERS THAT PREVENT THOSE IN NEED OF SERVICES FROM RECEIVING THEM. APPLYING THESE INSIGHTS CAN IMPROVE THE WAY PROGRAMS ARE DESIGNED AND SERVICES ARE DELIVERED. CABS HAS COLLABORATED WITH MORE THAN 100 AGENCIES, EDUCATIONAL INSTITUTIONS, AND NONPROFITS IN 26 STATES TO DEVELOP AND TEST BEHAVIORAL INTERVENTIONS TO IMPROVE OUTCOMES FOR CLIENTS AND STUDENTS. 24523036 867357 310581 70632228 1 1 0 0 0 0 0 0 0 1 1 1 0 1 1 1 1 0 0 0 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 154 0 1 392 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA DC NY X JESUS AMADEO SR VP & CFO 2125323200 200 VESEY STREET 23RD FLOOR NEW YORK NY 102812103 X BRIDGET TERRY LONG DIRECTOR/CHAIR (AS OF 09/2022) 1.00 0.00 X X 0 0 0 MARY JO BANE PAST CHAIR (THRU 12/06/2022) 1.00 0.00 X X 0 0 0 REBECCA BLANK TREASURER 1.00 0.00 X X 0 0 0 ROBERT DENHAM DIRECTOR 1.00 0.00 X 0 0 0 AOIFINN DEVITT DIRECTOR 1.00 0.00 X 0 0 0 RONALD HASKINS DIRECTOR (THRU 09/2022) 1.00 0.00 X 0 0 0 HILARY HOYNES DIRECTOR 1.00 0.00 X 0 0 0 LAWRENCE KATZ DIRECTOR 1.00 0.00 X 0 0 0 MILTON J LITTLE JR - DIR TREASURER (AS OF 12/2022) 1.00 0.00 X X 0 0 0 JOSH B MCGEE DIRECTOR 1.00 0.00 X 0 0 0 RICHARD J MURNANE DIRECTOR 1.00 0.00 X 0 0 0 ELOY ORTIZ OAKLEY DIRECTOR 1.00 0.00 X 0 0 0 MICHAEL ROSTER DIRECTOR 1.00 0.00 X 0 0 0 ROBERT SOLOW THRU 12062022 CHAIRMAN EMERITUS (VOTING) 1.00 0.00 X 0 0 0 NAOMI GOLDSTEIN DIRECTOR (AS OF 10/2022) 1.00 0.00 X 0 0 0 SUSAN T GOODEN DIRECTOR (AS OF 10/2022) 1.00 0.00 X 0 0 0 MELISSA S KEARNEY DIRECTOR 1.00 0.00 X 0 0 0 JOHN B KING JR DIRECTOR (AS OF 10/2022) 1.00 0.00 X 0 0 0 VIRGINIA W KNOX PRESIDENT 40.00 0.00 X 537852 0 73887 JESUS M AMADEO SR. VICE PRESIDENT & CFO 40.00 0.00 X 456910 0 55410 DAN J BLOOM - SR VICE PRES DIR., POLICY, RESEARCH & EVAL. DEPT. 40.00 0.00 X 292384 0 62480 ROSE KOB VICE PRESIDENT & GENERAL COUNSEL 40.00 0.00 X 239945 0 20063 JOHN MARTINEZ VICE PRESIDENT & DIR. PROG. DEV. 40.00 0.00 X 225974 0 31471 JAMES A RICCIO PRINCIPAL RESEARCH FELLOW 40.00 0.00 X 248103 0 43229 CHARLES MICHALOPOULOS CHIEF ECONOMIST 40.00 0.00 X 257339 0 33848 PATRICIA WEISS HR DIRECTOR 40.00 0.00 X 232201 0 55402 JOHN HUTCHINS CHIEF COMMUNICATIONS OFFICER 40.00 0.00 X 234923 0 46375 KATE GUALTIERI CHIEF OF STAFF 40.00 0.00 X 220370 0 18881 BARBARA GOLDMAN VP, DIR DEPLOYMENT & ACCOUNTABILITY 40.00 0.00 X 154381 0 1546 3100382 0 442592 112 1 1 0 MATHEMATICA POLICY RESEARCH INC 600 ALEXANDER PK STE 100 PRINCETON NJ 08540 RESEARCH SUBCONTRACT 6440859 ABT ASSOCIATES INC PO BOX 84-5586 BOSTON MA 022845586 RESEARCH SUBCONTRACT 4877863 RTI INTERNATIONAL PO BOX 900002 RALEIGH NC 276759000 RESEARCH SUBCONTRACT 2816815 MEF ASSOCIATES 1330 BRADDOCK PL STE 220 ALEXANDRIA VA 22314 RESEARCH SUBCONTRACT 2018910 HOUSTON HOUSING AUTHORITY 2640 FOUNTAIN VIEW DR HOUSTON TX 77057 RESEARCH SUBCONTRACT 1535714 53 50305384 28345015 78650399 MANAGEMENT FEES 900090 1809578 1809578 1809578 1404054 1404054 21061968 20160610 901358 901358 901358 82765389 1809578 0 2305412 2083628 2083628 1753064 1349528 403536 155927 155927 29387846 22587193 6800653 1594716 1225052 369664 5930630 4555876 1374754 2312510 1776457 536053 378435 178435 200000 379191 379191 38166 29177 8989 4684780 4106422 576859 1499 3731286 2761461 969825 504600 365404 139196 256420 148964 107456 695011 535027 159984 295697 227631 68066 SUBCONTRACTOR EXPENSES 25376909 23786830 1590079 SURVEY EXPENSES 1284984 1284984 COMMUNICATION EXPENSES 775775 595185 180590 SITE PROGRAM PAYMENTS 558934 558934 3561907 2320113 1241794 85740416 70632228 15106689 1499 3974293 4464875 39205922 29214497 25110149 28348883 1757378 2691182 12604888 5734381 7565518 6870507 46215685 40225447 18756707 18056720 1333954 33721973 143919606 163594084 16083919 10977336 12811241 19862237 8742184 41115784 37637344 71955357 X 79806296 71265623 26475966 20373104 106282262 91638727 143919606 163594084 X -2975027 -11446671 -221837 X 0 1 X 1 1 1 X 65542615 67945664 62468182 89213706 78650399 363820566 65542615 67945664 62468182 89213706 78650399 363820566 22903822 340916744 1720168 1936600 1209689 1526814 1404054 7797325 82159 56153 138312 371756203 7691740 0.91700 0.90450 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 49518042 -7280675 1613729 40623638 42593632 8319132 1394722 49518042 38628656 5404557 1439581 42593632 35338197 5324803 2034344 38628656 37465989 -851877 1275915 35338197 0.49849 0.22032 0.28119 0 0 12250992 5381855 6869137 353896 352526 1370 6870507 EQUITY LONG/SHORT 9164078 F MIDDLE MARKET LENDING 6084902 F PRIVATE EQUITY 2074530 F REAL ASSETS (LIMITED PSHIPS) 733210 F 18056720 OPERATING RIGHT-OF-USE ASSETS 32617981 457(B) PLAN ASSETS 1103992 33721973 OPERATING LEASE LIABILITIES 40011792 457(B) PLAN LIABILITIES 1103992 41115784 X 70717690 -11446671 -11446671 82164361 379191 221837 601028 82765389 85361225 0 85361225 379191 379191 85740416 PART V, LINE 4: MDRC'S BOARD OF DIRECTORS CREATED AN ENDOWMENT FUND IN 1999. THE FUND INCLUDES PERMANENTLY RESTRICTED, TEMPORARILY RESTRICTED, AND UNRESTRICTED CONTRIBUTIONS THAT HAVE BEEN DESIGNATED TO THE FUND FOR THE PURPOSE OF MATCHING A $7 MILLION, FIVE YEAR CHALLENGE GRANT GIVEN BY THE PREDECESSOR ORGANIZATION OF THE ATLANTIC PHILANTHROPIES. SPENDING FROM THE ENDOWMENT FUND IS INTENDED TO SUPPORT PROGRAM DEVELOPMENT, INFORMATION DISSEMINATION ACTIVITIES, AND CORPORATE STRATEGIC INITIATIVES. SPENDING FROM THE ENDOWMENT IS APPROVED BY THE BOARD OF DIRECTORS BASED ON THE RULES ESTABLISHED UNDER MDRC'S ENDOWMENT SPENDING POLICY. PART IX, OPERATING RIGHT-OF-USE ASSETS, LINE (1) AND PART X, OPERATING LEASE LIABILITIES, LINE 1(2): THE FINANCIAL ACCOUNTING STANDARDS BOARD ("FASB") IMPLEMENTED A NEW LEASE ACCOUNTING STANDARD THAT BECAME EFFECTIVE FOR MDRC IN THE YEAR ENDING DECEMBER 31, 2022. THIS ACCOUNTING STANDARD WAS EFFECTUATED TO IMPROVE THE TRANSPARENCY SURROUNDING KEY INFORMATION PERTAINING TO AN EXEMPT ORGANIZATION'S LEASING ARRANGEMENTS (AND TO ENSURE THAT ALL ORGANIZATIONS WERE RECORDING THE TRANSACTIONS UNIFORMLY ON THEIR BALANCE SHEETS). PART X, LINE 2: MDRC FOLLOWS GUIDANCE THAT CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN, INCLUDING ISSUES RELATING TO FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT. THIS GUIDANCE PROVIDES THAT THE TAX EFFECTS FROM AN UNCERTAIN TAX POSITION CAN ONLY BE RECOGNIZED IN THE FINANCIAL STATEMENTS IF THE POSITION IS MORE-LIKELY-THAN-NOT TO BE SUSTAINED IF THE POSITION WERE TO BE CHALLENGED BY A TAXING AUTHORITY. THE ASSESSMENT OF THE TAX POSITION IS BASED SOLELY ON THE TECHNICAL MERITS OF THE POSITION, WITHOUT REGARD TO THE LIKELIHOOD THAT THE TAX POSITION MAY BE CHALLENGED. MDRC IS EXEMPT FROM FEDERAL INCOME TAX UNDER IRC SECTION 501(C)(3), THOUGH IT IS SUBJECT TO TAX ON INCOME UNRELATED TO ITS EXEMPT PURPOSE, UNLESS THAT INCOME IS OTHERWISE EXCLUDED BY THE CODE. MDRC HAS PROCESSES PRESENTLY IN PLACE TO ENSURE THE MAINTENANCE OF ITS TAX-EXEMPT STATUS; TO IDENTIFY AND REPORT UNRELATED INCOME; TO DETERMINE ITS FILING AND TAX OBLIGATIONS IN JURISDICTIONS FOR WHICH IT HAS NEXUS; AND TO IDENTIFY AND EVALUATE OTHER MATTERS THAT MAY BE CONSIDERED TAX POSITIONS. MDRC HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN ITS FINANCIAL STATEMENTS. PART XI, LINE 4B - OTHER ADJUSTMENTS: RESCINDED GRANTS CENTRAL AMERICA AND THE CARIBBEAN INVESTMENTS 18054787 0 0 0 0 0 0 18054787 0 18054787 1 0 1 1 1 0 PART III ACCOUNTING METHOD: SCHEDULE F, PART IV MDRC INVESTS IN DOMESTIC AND FOREIGN LIMITED PARTNERSHIPS THAT MAY OWN AN INTEREST IN A FOREIGN CORPORATION, PASSIVE FOREIGN INVESTMENT COMPANY, OR FOREIGN PARTNERSHIP. MDRC, LIKEWISE, MAKES DIRECT INVESTMENTS INTO CORPORATIONS DOMICILED OUTSIDE THE UNITED STATES. NEVERTHELESS, MDRC'S INVESTMENT ACTIVITIES MAY NOT REACH THE THRESHOLDS REQUIRED FOR FILING THE FORMS 926, 5471, 8621 OR 8865. TO THE EXTENT SUCH A FORM WAS COMPLETED, IT HAS BEEN FILED WITH THE ORGANIZATION'S FORM 990-T. 1 ACTION FOR CHILDREN 78 JEFFERSON AVENUE SUITE 1515 COLUMBUS OH 43215 310820393 501(C)(3) 86145 0 RESTRICTED PURPOSE A ARKANSAS STATE UNIVERSITY ATTN TONI HOLT SUITE 1515 STATE UNIVERSITY AR 72467 716000556 115 93288 0 RESTRICTED PURPOSE A BOARD OF REGENTS NEVADA SYSTEM OF HIGHER EDUCATION ATTN CONTROLLERS OFFICE SUITE 1515 ELKO NV 89801 886000024 501(C)(3) 20000 0 RESTRICTED PURPOSE A BRIGHTPOINT 125 S WACKER DRIVE STE 1400 SUITE 1515 CHICAGO IL 60606 362167743 501(C)(3) 66496 0 RESTRICTED PURPOSE A CENTER FOR FAMILY SERVICES INC 584 BENSON STREET SUITE 1515 CAMDEN NJ 08103 223669704 501(C)(3) 55000 0 RESTRICTED PURPOSE A CHAUTAUQUA OPPORTUNITIES INC 17 WEST COURTNEY STREET SUITE 1515 DUNKIRK NY 14048 160905222 501(C)(3) 55000 0 RESTRICTED PURPOSE A CHILD360 LOS ANGELES UNIVERSAL PRESCHOOL SUITE 1515 LOS ANGELES CA 90071 223902958 501(C)(3) 95286 0 RESTRICTED PURPOSE A CHILDREN'S FORUM INC 1211 GOVERNORS SQUARE BLVD STE 1515 TALLAHASSEE FL 32301 650165007 501(C)(3) 57246 0 RESTRICTED PURPOSE A CHILDRENS SERVICE SOCIETY OF UTAH 655 E 4500 S STE 200 SUITE 1515 SALT LAKE CITY UT 84107 870212451 501(C)(3) 50773 0 RESTRICTED PURPOSE A CITY OF LONG BEACH 2525 GRAND AVE SUITE 1515 LONG BEACH CA 90815 956000733 115 55000 0 RESTRICTED PURPOSE A COMMUNITY COORDINATED CARE FOR CHILDREN INC 3500 WEST COLONIAL DRIVE SUITE 1515 ORLANDO FL 32808 591371754 501(C)(3) 5094 0 RESTRICTED PURPOSE A CONNECTIONS TO SUCCESS 3000 LITTLE HILLS EXPRESSWAY SUITE 1515 ST CHARLES MO 63301 431859283 501(C)(3) 55000 0 RESTRICTED PURPOSE A DALLAS COLLEGE 4343 IH-30 SUITE 1515 MESQUITE TX 75150 751213149 115 7500 0 RESTRICTED PURPOSE A EARLY LEARNING COALITION OF ST LUCIE 5000 DUNN ROAD SUITE 1515 FORT PIERCE FL 34981 593679509 501(C)(3) 72941 0 RESTRICTED PURPOSE A ELK GROVE UNIFIED SCHOOL DISTRICT 9510 ELK GROVE - FLORIN ROAD SUITE 1515 ELK GROVE CA 95624 946002501 115 10000 0 RESTRICTED PURPOSE A HOUSING AUTHORITY OF BALTIMORE CITY 417 E FAYETTE STREET SUITE 1515 BALTIMORE MD 21202 526000889 115 321899 0 RESTRICTED PURPOSE A HOUSING OPPORTUNITIES COMMISSION OF MONTGOMERY COUNTY 10400 DETRICK AVENUE SUITE 1515 KENSINGTON MD 20895 520859090 115 55000 0 RESTRICTED PURPOSE A HOUSTON HOUSING AUTHORITY 2640 FOUNTAIN VIEW DRIVE SUITE 1515 HOUSTON TX 77057 746001238 115 16685 0 RESTRICTED PURPOSE A HUMAN SERVICES ASSOCIATION 6800 FLORENCE AVENUE SUITE 1515 BELL GARDENS CA 90201 951816054 501(C)(3) 5696 0 RESTRICTED PURPOSE A IMPACT FOR EQUITY 25 EAST WASHINGTON STREET STE 1515 CHICAGO IL 606021852 362675852 501(C)(3) 333333 0 RESTRICTED PURPOSE A JEWISH FAMILY & CHILDREN'S SERVICE OF THE SUNCOAST INC 2688 FRUITVILLE ROAD SUITE 1515 SARASOTA FL 34237 592693318 501(C)(3) 50000 0 RESTRICTED PURPOSE A LENA FOUNDATION 361 CENTENNIAL PARKWAY SUITE 1515 LOUISVILLE CO 80027 263784465 501(C)(3) 10000 0 RESTRICTED PURPOSE A LORAIN COUNTY COMMUNITY COLLEGE 1005 NORTH ABBE ROAD SUITE 1515 ELYRIA OH 44035 340930187 501(C)(3) 6000 0 RESTRICTED PURPOSE A LOS ANGELES UNIVERSAL PRESC DEBTOR CASE#222-12797 270 CORAL CIRCLE SUITE 1515 EL SEGUNDO CA 90245 223902958 501(C)(3) 40245 0 RESTRICTED PURPOSE A METROPOLITAN MILWAUKEE FAIR HOUSING COUNCIL INC 759 N MILWAUKEE STREET SUITE 1515 MILWAUKEE WI 53202 391286685 501(C)(3) 124448 0 RESTRICTED PURPOSE A MEXICAN AMERICAN OPPORTUNITY FOUNDATION (HSA LA) 401 N GARFIELD AVENUE SUITE 1515 MONTEBELLO CA 90640 952594166 501(C)(3) 6180 0 RESTRICTED PURPOSE A MINNESOTA DEPARTMENT OF HUMAN SERVICES STATE OF MINNESOTA SUITE 1515 ST PAUL MN 551640951 416007162 115 9992 0 RESTRICTED PURPOSE A MONTEFIORE MEDICAL CENTER 555 SOUTH BROADWAY SUITE 1515 TARRYTOWN NY 10591 131740114 501(C)(3) 55075 0 RESTRICTED PURPOSE A NATIONAL CENTER FOR MONTESSORI IN THE PUBLIC SECTOR 125 WHITING LN SUITE 1515 WEST HARTFORD CT 06119 473737369 501(C)(3) 10000 0 RESTRICTED PURPOSE A NATIONAL OPINION RESEARCH CENTER AT THE UNIVERSITY OF CHICAGO STE 1515 CHICAGO IL 60603 362167808 501(C)(3) 7763 0 RESTRICTED PURPOSE A NEW JERSEY COUNCIL OF COUNTY COLLEGES 330 WEST STATE STREET SUITE 1515 TRENTON NJ 08618 223085497 501(C)(3) 10000 0 RESTRICTED PURPOSE A NINTH DISTRICT OPPORTUNITY INC 308 SPRING STREET SUITE 1515 GAINESVILLE GA 30503 580974656 501(C)(3) 14398 0 RESTRICTED PURPOSE A PASSAGES CONNECTING FATHERS AND SONS INC 3631 PERKINS AVENUE SUITE 1515 CLEVELAND OH 44114 510455278 501(C)(3) 55835 0 RESTRICTED PURPOSE A PASSAIC COUNTY COMMUNITY COLLEGE 1 COLLEGE BOULEVARD SUITE 1515 PATERSON NJ 07505 221907901 115 10000 0 RESTRICTED PURPOSE A PINEBROOK FAMILY ANSWERS 402 N FULTON STREET SUITE 1515 ALLENTOWN PA 18102 232112204 501(C)(3) 29947 0 RESTRICTED PURPOSE A PUBLIC HEALTH MANAGEMENT CORPORATION CENTER SQUARE EAST SUITE 1515 PHILADELPHIA PA 19102 237221025 501(C)(3) 31507 0 RESTRICTED PURPOSE A REGENTS OF THE UNIVERSITY OF MINNESOTA 200 OAK STREET SE SUITE 1515 MINNEAPOLIS MN 554552070 416007513 501(C)(3) 10000 0 RESTRICTED PURPOSE A SESAME WORKSHOP 1900 BROADWAY SUITE 1515 NEW YORK NY 10023 132655731 501(C)(3) 10000 0 RESTRICTED PURPOSE A THE AGRICULTURAL AND LABOR PROGRAM INC 300 LYNCHBURG ROAD SUITE 1515 LAKE ALFRED FL 338502576 591634148 501(C)(3) 7355 0 RESTRICTED PURPOSE A THE FAMILY PARTNERSHIP 1527 E LAKE ST SUITE 1515 MINNEAPOLIS MN 55407 410693858 501(C)(3) 10000 0 RESTRICTED PURPOSE A TOOLS OF THE MIND PO BOX 829 SUITE 1515 SHIRLEY MA 01464 832864497 501(C)(3) 10000 0 RESTRICTED PURPOSE A TRINITY VALLEY COMMUNITY COLLEGE 100 CARDINAL DR SUITE 1515 ATHENS TX 75751 756001769 115 7500 0 RESTRICTED PURPOSE A WATERFORD INSTITUTE INC PO BOX 250 SUITE 1515 WEST JORDAN UT 840840250 510202349 501(C)(3) 10000 0 RESTRICTED PURPOSE A ZENO 1404 E YESLER WAY SUITE 1515 SEATTLE WA 98122 205570858 501(C)(3) 10000 0 RESTRICTED PURPOSE A 48 0 PART I, LINE 2: MDRC MONITORS USE OF FUNDS AWARDED THROUGH A COMBINATION OF FINANCIAL REPORTING, PROGRAMMATIC REPORTING, SITE VISITS AND AUDITS. EACH RECIPIENT SIGNS AN AGREEMENT WITH MDRC WHICH SPECIFIES THE RESTRICTED PURPOSE AND PERIOD OF AWARD, A PAYMENT SCHEDULE, AND A REPORTING SCHEDULE FOR FINANCIAL AND PROGRAMMATIC REPORTS. MDRC FINANCE AND PROGRAMMATIC STAFF PERFORM A COORDINATED REVIEW OF REPORTS SUBMITTED TO ENSURE COMPLIANCE WITH THE TERMS OF THE AWARD. PROGRAMMATIC STAFF COMMUNICATE FREQUENTLY WITH RECIPIENTS REGARDING THE RESEARCH ACTIVITIES BEING FUNDED AND MAKE PERIODIC SITE VISITS TO THE RECIPIENT. IN ADDITION, FINANCE STAFF AT MDRC REVIEW AUDIT REPORTS OF RECIPIENTS AND PERIODICALLY PERFORM ON-SITE FINANCIAL REVIEWS. X X X X X 0 0 0 0 0 0 0 1 0 VIRGINIA W KNOX PRESIDENT 481045 0 51073 0 5734 0 34065 0 39822 0 611739 0 0 0 JESUS M AMADEO SR. VICE PRESIDENT & CFO 405081 0 36975 0 14854 0 29632 0 25778 0 512320 0 0 0 DAN J BLOOM - SR VICE PRES DIR., POLICY, RESEARCH & EVAL. DEPT. 285720 0 1500 0 5164 0 22953 0 39527 0 354864 0 0 0 JAMES A RICCIO PRINCIPAL RESEARCH FELLOW 240494 0 1500 0 6109 0 20068 0 23161 0 291332 0 0 0 CHARLES MICHALOPOULOS CHIEF ECONOMIST 247837 0 6500 0 3002 0 20608 0 13240 0 291187 0 0 0 PATRICIA WEISS HR DIRECTOR 222700 0 6500 0 3001 0 18603 0 36799 0 287603 0 0 0 JOHN HUTCHINS CHIEF COMMUNICATIONS OFFICER 228231 0 5000 0 1692 0 19098 0 27277 0 281298 0 0 0 ROSE KOB VICE PRESIDENT & GENERAL COUNSEL 232007 0 6500 0 1438 0 18786 0 1277 0 260008 0 0 0 JOHN MARTINEZ VICE PRESIDENT & DIR. PROG. DEV. 223269 0 1500 0 1205 0 18119 0 13352 0 257445 0 0 0 KATE GUALTIERI CHIEF OF STAFF 218321 0 1500 0 549 0 17295 0 1586 0 239251 0 0 0 BARBARA GOLDMAN VP, DIR DEPLOYMENT & ACCOUNTABILITY 9051 0 128620 0 16710 0 1546 0 0 0 155927 0 0 0 PART I, LINE 7 THE PROCEDURES USED FOR DETERMINING THE PRESIDENT'S 2022 BONUS PAYMENT IS DESCRIBED IN FULL DETAIL IN SCHEDULE O IN RESPONSE TO THE FORM 990, PART VI, LINE 15(A) QUESTION. FOR ALL OTHER BONUSES AUTHORIZED BY MDRC IN 2022, FOR THE MOST PART, THOSE BONUSES ARE FIXED BONUSES INSOFAR AS THE AMOUNT IS SET BY AN EMPLOYEE'S LEVEL. ELIGIBILITY FOR SUCH BONUSES IS NOT MANDATORY AND SHALL BE DETERMINED ON THE RECOMMENDATION OF THE VARIOUS DEPARTMENT HEADS. MRDC'S PRESIDENT ULTIMATELY AUTHORIZES AND APPROVES THE BONUS ALLOCATION ON A YEARLY BASIS. PLEASE REFER TO SCHEDULE O, PART VI, LINE 15(B) FOR EVEN MORE INFORMATION. PART III, LINE 1: MDRC WAS FOUNDED IN 1974 ON THE NOTION THAT HIGH-QUALITY RESEARCH AND EVIDENCE CAN PLAY A VITAL ROLE IN REDUCING POVERTY AND INEQUITY IN THE UNITED STATES. WE HOLD TRUE TO THAT VISION TODAY. A NONPROFIT, NONPARTISAN ORGANIZATION, MDRC CONDUCTS RIGOROUS STUDIES OF PROGRAMS AND POLICIES THAT AFFECT PEOPLE WITH LOW INCOMES, ACTIVELY DISSEMINATES THE LESSONS TO POLICYMAKERS AND PRACTITIONERS, AND WORKS DIRECTLY WITH PROGRAMS AND AGENCIES TO HELP IMPROVE THEIR EFFECTIVENESS. OUR DIVERSE, INTERDISCIPLINARY STAFF OF RESEARCHERS AND FORMER EDUCATORS AND PROGRAM OPERATORSSUPPORTED BY EXPERTS IN FINANCE, LAW, TECHNOLOGY, HUMAN RESOURCES, AND COMMUNICATIONSWORK IN COMMUNITIES ACROSS THE COUNTRY, IN A WIDE RANGE OF DOMAINS, INCLUDING PRE-K TO POSTSECONDARY EDUCATION, CRIMINAL JUSTICE, HOUSING, AND JOB TRAINING. UNDERLYING ALL OUR WORK IS A DEEP RESPECT FOR THE KNOWLEDGE OF ON-THE-GROUND PROGRAM STAFF AND INDIVIDUALS DIRECTLY AFFECTED BY THE PROGRAMS AND POLICIES WE STUDY. OVER THE YEARS, MDRC HAS BROUGHT ITS UNIQUE APPROACH TO AN EVER-GROWING RANGE OF POLICY AREAS AND CENTERS AND TARGET POPULATIONS, AS DESCRIBED BELOW. ONCE KNOWN PRIMARILY FOR EVALUATIONS OF STATE WELFARE-TO-WORK PROGRAMS, TODAY MDRC IS ALSO STUDYING PUBLIC SCHOOL REFORMS, EMPLOYMENT PROGRAMS FOR EX-OFFENDERS AND PEOPLE WITH DISABILITIES, AND PROGRAMS TO HELP LOW-INCOME STUDENTS SUCCEED IN COLLEGE. MDRC'S PROJECTS ARE ORGANIZED INTO EIGHT RESEARCH AREAS: -FAMILY WELL-BEING AND CHILD DEVELOPMENT -YOUTH DEVELOPMENT, CRIMINAL JUSTICE, AND EMPLOYMENT -K-12 EDUCATION -POSTSECONDARY EDUCATION -ECONOMIC MOBILITY, HOUSING, AND COMMUNITIES -INFORMATION, DISSEMINATION, PROGRAM DEVELOPMENT, METHODOLOGY AND STRATEGIC INITIATIVES -CENTER FOR DATA INSIGHTS -CENTER FOR APPLIED BEHAVIORAL SCIENCE (CABS) WHAT WE BELIEVE - RIGOROUS, NONPARTISAN RESEARCH, ACTIVE DISSEMINATION OF WHAT WE LEARN, AND HANDS-ON TECHNICAL ASSISTANCE CAN PROMOTE MORE EFFECTIVE PUBLIC POLICIES AND PROGRAMS, IMPROVE THE LIVES OF FAMILIES WITH LOW INCOMES, AND ADDRESS STUBBORN INEQUITIES IN OUR SOCIETY. - OUR RESEARCH INDEPENDENCE IS ESSENTIAL TO OUR ABILITY TO ACHIEVE OUR MISSION. WE VALUE INPUT FROM FUNDERS AND OTHER KEY STAKEHOLDERS, BUT, ULTIMATELY, WE MUST BE ABLE TO RELEASE AND DISSEMINATE WHAT WE LEARN, FREE FROM POLITICAL CONSIDERATIONS. - RESEARCH, DISSEMINATION, AND TECHNICAL ASSISTANCE ARE MOST EFFECTIVE WHEN THEY ARE SHAPED BY THE WISDOM OF THE STAFF WHO ADMINISTER PUBLIC SYSTEMS AND PROGRAMS AND OF THE INDIVIDUALS WHO EXPERIENCE THEM. - OUR WORK IS STRONGER WHEN OUR STAFF REPRESENT DIVERSE BACKGROUNDS AND PERSPECTIVES, OUR MANAGEMENT PRACTICES ARE INCLUSIVE, AND OUR ORGANIZATIONAL CULTURE PROMOTES GROWTH, LEARNING, AND INNOVATION. SERVICES WE PROVIDE AT MDRC, WE COLLABORATE WITH PUBLIC AGENCIES, EDUCATIONAL INSTITUTIONS, NONPROFITS, AND OTHER ORGANIZATIONS THAT ARE DEDICATED TO IMPROVING THE LIVES OF INDIVIDUALS, FAMILIES, AND COMMUNITIES. - CONDUCT RESEARCH AND EVALUATIONS: WE DO RESEARCH TO DEFINE POLICY PROBLEMS, UNDERSTAND PROGRAMS AND SYSTEMS AND THE INEQUITIES THEY PRODUCE, AND IDENTIFY PROMISING INTERVENTIONS. WE ALSO RUN INDEPENDENT, RIGOROUS EVALUATIONS TO ASSESS THE IMPACT AND IMPLEMENTATION OF PROGRAMS AND POLICIES. - CREATE AND TEST NEW INTERVENTIONS: WE WORK WITH OTHER ORGANIZATIONS TO DESIGN NEW INTERVENTIONS AND TEST THEM IN THE REAL WORLD. - IMPROVE PROGRAMS AND PROCESSES: WE HELP ORGANIZATIONS IMPROVE THEIR PROGRAMS AND PRACTICES, SCALE EFFECTIVE INTERVENTIONS, AND BUILD THEIR CAPACITIES FOR DATA MANAGEMENT AND ANALYSIS. - PROMOTE THE USE OF EVIDENCE IN POLICYMAKING: WE SHARE EVIDENCE-BACKED AND PRACTICAL LESSONS FOR IMPROVING PROGRAMS AND POLICIES WITH POLICYMAKERS AND OTHER KEY DECISIONMAKERS. - DESIGN INNOVATIVE METHODS, APPROACHES, AND TOOLS: WE CREATE NEW METHODOLOGIES AND TOOLS FOR EVALUATION AND DATA ANALYSIS, GENERATE APPROACHES TO ADVANCING EQUITY IN RESEARCH AND TECHNICAL ASSISTANCE, AND PRODUCE PUBLIC USE DATA FILES FROM OUR PROJECTS FOR OTHER RESEARCHERS TO USE. ACHIEVEMENTS IN 2022 MDRC HAD A SUCCESSFUL YEAR IN 2022-WELCOMING MANY TALENTED NEW STAFF AS WELL AS NEW BOARD MEMBERS AND A NEW BOARD CHAIR, LAUNCHING NEW PROJECTS, PROVIDING TECHNICAL ASSISTANCE TO HELP PROGRAM ADMINISTRATORS IMPROVE THEIR SERVICE DELIVERY, AND DEVELOPING AND RELEASING NEW FINDINGS TO INFORM THE DECISIONS OF POLICYMAKERS AND PROGRAM PROVIDERS. SOME OF THE HIGHLIGHTS FROM 2022 INCLUDE: LONG-TIME BOARD MEMBER BRIDGET TERRY LONG SUCCEEDED MARY JO BANE AS CHAIR OF THE MDRC BOARD OF DIRECTORS. FORMER U.S. EDUCATION SECRETARY JOHN KING REJOINED THE BOARD, AND NAOMI GOLDSTEIN, SUSAN GOODEN, AND MELISSA KEARNEY BECAME BOARD MEMBERS. JOHN MARTINEZ WAS NAMED MDRC VICE PRESIDENT. MARTINEZ ALSO ASSUMED THE PRESIDENCY OF THE ASSOCIATION FOR PUBLIC POLICY ANALYSIS AND MANAGEMENT AND SERVED AS CHAIR OF THE PLANNING COMMITTEE FOR APPAM'S ANNUAL CONFERENCE, "THE POWER OF INCLUSION: INCORPORATING DIVERSE VOICES IN PUBLIC POLICY ANALYSIS AND MANAGEMENT." THE EVIDENCE AND EQUITY COLLABORATIVE, OF WHICH MDRC IS ONE OF NINE FOUNDING MEMBERS, LAUNCHED A PUBLIC WEBSITE. THE ORGANIZATIONS IN THE EVIDENCE AND EQUITY COLLABORATIVE ARE WORKING TO SUPPORT DIVERSITY IN THEIR WORKPLACES, STRENGTHEN INCLUSIVE PRACTICES IN PROGRAMS AND POLICY RESEARCH, AND BUILD A FOUNDATION FOR EQUITABLE ANALYSIS READY TO INFORM SYSTEMS, POLICIES, AND PROGRAMS ACROSS THE NATION. FORM 990, PART III, LINE 1 MDRC LAUNCHED A NUMBER OF LARGE NEW PROJECTS, INCLUDING: - EXPANDING SUCCESS, AN AMBITIOUS EFFORT TO NARROW AND ULTIMATELY ELIMINATE INEQUITIES IN COLLEGE COMPLETION AND ECONOMIC MOBILITY RATES FOR STUDENTS OF COLOR AND STUDENTS FROM LOW-INCOME FAMILIES. - GOOGLE'S CAREER CERTIFICATES INITIATIVES, AN EVALUATION OF INDUSTRY-RECOGNIZED CREDENTIALS THAT PREPARE PEOPLE FOR IN-DEMAND, ENTRY-LEVEL JOBS IN THE FIELDS OF DATA ANALYTICS, IT SUPPORT, PROJECT MANAGEMENT, AND USER EXPERIENCE DESIGN. - PERSONALIZED LEARNING INITIATIVE, CONDUCTED WITH THE UNIVERSITY OF CHICAGO EDUCATION LAB, AIMS TO DETERMINE HOW SCHOOLS CAN PROVIDE TUTORING AND OTHER SUPPLEMENTAL INSTRUCTION TO SERVE THE LARGEST NUMBER OF STUDENTS IN AS COST-EFFECTIVE A MANNER AS POSSIBLE. WE RELEASED FINDINGS FROM HIGH-PROFILE EVALUATIONS, INCLUDING: - EVALUATION OF NEW YORK CITY'S P-TECH 9-14 SCHOOLS: THE NEW YORK CITY P-TECH 9-14 MODEL OFFERS ACCELERATED HIGH SCHOOL COURSE WORK, EARLY COLLEGE, AND WORK-BASED LEARNING EXPERIENCES. P-TECH STUDENTS ARE 30 PERCENTAGE POINTS MORE LIKELY TO TAKE COLLEGE COURSES IN HIGH SCHOOL THAN COMPARISON GROUP STUDENTS. THEY ALSO EARN 6.4 MORE COLLEGE CREDITS BY THE END FOR THEIR FOURTH YEAR. - PAYCHECK PLUS: THE PAYCHECK PLUS DEMONSTRATION IN NEW YORK AND ATLANTA OFFERED AN EXPANDED EARNED INCOME TAX CREDIT TO LOW-INCOME WORKERS WITHOUT DEPENDENT CHILDREN. THE MORE GENEROUS CREDIT INCREASED AFTER-BONUS EARNINGS, LED TO A SMALL INCREASE IN EMPLOYMENT RATES, AND DID NOT REDUCE WORK EFFORT AMONG HIGHER EARNERS. - WORKADVANCE SECTORAL TRAINING: SECTORAL STRATEGIES TRAIN PEOPLE FOR INDUSTRIES WITH STRONG LOCAL DEMAND. AFTER SEVEN YEARS, WORKADVANCE SECTOR PROGRAMS INCREASED EARNINGS IN THE LONGER TERM AND LED TO CAREER ADVANCEMENT GAINS. - GRAMEEN AMERICA: GRAMEEN AMERICA PROVIDES MICROLOANS TO WOMEN LIVING IN POVERTY SEEKING TO LAUNCH OR EXPAND SMALL BUSINESSES. THE PROGRAM RESULTED IN A REDUCTION OF MATERIAL HARDSHIP AND AN INCREASE IN CREDIT SCORES, BUSINESS OWNERSHIP, BUSINESS EARNINGS, AND NONRETIREMENT SAVINGS. IT ALSO IMPROVED PARTICIPANTS' FEELINGS OF OVERALL FINANCIAL WELL-BEING. - STUDY OF TRAINING IN MULTI-TIERED SYSTEMS OF SUPPORT FOR BEHAVIOR: DISRUPTIVE BEHAVIORS IN SCHOOL CAN HINDER STUDENTS' LEARNING AND LONG-TERM SUCCESS. THIS STUDY EVALUATED A "MULTI-TIERED SYSTEMS OF SUPPORT FOR BEHAVIOR" PROGRAM, WHICH REINFORCES GOOD BEHAVIOR AND PROVIDES SUPPLEMENTAL SUPPORT TO STUDENTS IN NEED. OVERALL STUDENT OUTCOMES DID NOT IMPROVE BUT STUDENTS WHO STRUGGLED THE MOST SAW SOME SHORT-TERM BENEFITS. WE PROVIDED TECHNICAL ASSISTANCE TO STATE AGENCIES TO HELP THEM MAKE THE MOST OF THE DATA THEY COLLECT. TO CITE JUST TWO EXAMPLES: - THE TANF DATA INNOVATION PROJECT WAS CREATED TO EXPAND THE ROUTINE USE, INTEGRATION, AND ANALYSIS OF TEMPORARY ASSISTANCE FOR NEEDY FAMILIES AND EMPLOYMENT DATA BY AGENCY STAFF TO IMPROVE PROGRAM SERVICES AND OUTCOMES FOR FAMILIES WITH LOW INCOMES. IT OFFERED IN-DEPTH TECHNICAL ASSISTANCE AND TRAINING TO SUPPORT CROSS-DISCIPLINARY TEAMS OF STAFF AT EIGHT STATE AND COUNTY TANF PROGRAMS. - AFTER MDRC ASSESSED THE POTENTIAL EFFECTS OF A POLICY CHANGE, CALIFORNIA STATE UNIVERSITY ULTIMATELY DECIDED NOT TO PROCEED WITH A PROPOSAL THAT WOULD HAVE REQUIRED STUDENTS TO TAKE AN ADDITIONAL YEAR OF HIGH SCHOOL MATH, SCIENCE, OR OTHER QUANTITATIVE REASONING COURSE FOR ADMISSIONS. WE CAPITALIZED ON A DATABASE WE DEVELOPED OF MORE THAN 30 RANDOM ASSIGNMENT STUDIES OF INTERVENTIONS AT NEARLY 50 POSTSECONDARY INSTITUTIONS TO PRODUCE SYNTHESES OF "WHAT WORKS" TO PROMOTE STUDENT SUCCESS AND TO CREATE A RETURN-ON-INVESTMENT TOOL FOR COMMUNITY COLLEGE ADMINISTRATORS TO CALCULATE THE VALUE OF ADOPTING EVIDENCE-BASED INTERVENTIONS. MDRC PUBLISHED COMMENTARIES ON POLICY-RELEVANT TOPICS IN A VARIETY OF FORUMS, INCLUDING: - WORKSHIFT (ON HOW SECTORAL TRAINING CAN REDUCE RACIAL DISPARITIES IN EMPLOYMENT), - CRIME REPORT (ON THE MISLEADING USE OF DATA IN DEBATES ABOUT BAIL REFORM), - THE 74 (ON TRAINING PROGRAMS FOR GREEN JOBS), AND - ROUTE FIFTY (ON ENCOURAGING LANDLORDS TO ACCEPT HOUSING VOUCHERS). CREATED AND LAUNCHED THE RECONNECTING YOUTH WEBSITE FOR THE U.S. DEPARTMENT OF HEALTH AND HUMAN SERVICES. RECONNECTING YOUTH INCLUDES (1) A SEARCHABLE DATABASE WITH INFORMATION ABOUT 78 PROGRAMS SERVING YOUNG PEOPLE WHO ARE DISCONNECTED, ACCOMPANIED BY A SUMMARY OF KEY FINDINGS FROM AN ANALYSIS OF INFORMATION PROVIDED BY THE PROGRAMS, AND (2) A COLLECTION OF 60 STUDIES ABOUT PROGRAMS SERVING YOUNG PEOPLE WHO ARE DISCONNECTED, WITH A FILTERABLE VISUAL REPRESENTATION OF THE EVIDENCE ORGANIZED BY PRACTICES AND OUTCOMES. CONTINUED WORK ON SEVERAL LARGER MULTIYEAR PROJECTS, INCLUDING: - THE PROCEDURAL JUSTICE-INFORMED ALTERNATIVES TO CONTEMPT (PJAC) PROJECT IS TESTING THE INTEGRATION OF PROCEDURAL JUSTICE (THE IDEA OF FAIRNESS IN PROCESSES) INTO ENFORCEMENT AT SIX CHILD SUPPORT AGENCIES. - THE BUILDING EVIDENCE ON EMPLOYMENT STRATEGIES (BEES) PROJECT IS EVALUATING THE EFFECTIVENESS OF INNOVATIVE PROGRAMS DESIGNED TO BOOST EMPLOYMENT AND EARNINGS AMONG AMERICANS WITH LOW INCOMES. - MEASURES FOR EARLY SUCCESS: AN AMBITIOUS MULTIYEAR EFFORT TO DEVELOP NEW SCALABLE, TECHNOLOGY-BASED, AND EQUITY-INFORMED MEASUREMENT TOOLS FOR CHILDREN'S PRESCHOOL CLASSROOM EXPERIENCES AND EARLY CHILDHOOD SKILLS DEVELOPMENT. FORM 990, PART VI, SECTION B, LINE 11B 990 REVIEW PROCESS THE FORM 990 REVIEW PROCESS AT MDRC INCLUDES AN INTERNAL REVIEW BY MDRC'S SENIOR VICE PRESIDENT/CHIEF FINANCIAL OFFICER AND PRESIDENT AS WELL AS EXTERNAL REVIEW BY GRANT THORNTON. THE FORM 990 IS THEN REVIEWED BY THE AUDIT COMMITTEE OF THE BOARD OF DIRECTORS. THE FULL BOARD IS PROVIDED WITH A COPY OF THE FORM 990 PRIOR TO ITS BEING FILED WITH THE IRS. THE FULL BOARD DISCUSSES THE FORM 990 POST-FILING AT ITS SCHEDULED ANNUAL MEETING IN DECEMBER. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST POLICY ENFORCEMENT & MONITORING DIRECTORS AND OFFICERS ARE REQUIRED TO COMPLETE AND SIGN AN ANNUAL CONFLICT OF INTEREST DISCLOSURE STATEMENT. THE STATEMENTS ARE REVIEWED BY THE CORPORATE SECRETARY AND THE PRESIDENT FOR ACTUAL OR POSSIBLE CONFLICTS OF INTEREST. IF ANY IS DISCLOSED, OR INFERRED, THESE ACTUAL OR POSSIBLE CONFLICTS OF INTEREST ARE BROUGHT TO THE ATTENTION OF THE CHAIRMAN OF THE BOARD. IN RESPONSE, THE CHAIRMAN MIGHT CONVENE A GROUP OF DISINTERESTED DIRECTORS TO DISCUSS AND ADDRESS THE CONFLICT. ALL EMPLOYEES, INCLUDING OFFICERS WHO ARE ALSO STAFF MEMBERS AND KEY EMPLOYEES, ARE REQUIRED TO READ AND SIGN A CODE OF ETHICS, WHICH INCLUDES INFORMATION ABOUT CONFLICTS OF INTEREST. ANNUALLY, EACH EMPLOYEE MUST SIGN A STATEMENT DISCLOSING THE PRESENCE OR ABSENCE OF CONFLICTS OF INTEREST ON BEHALF OF THE EMPLOYEE AND FAMILY MEMBERS. FAILURE TO DO SO CAN RESULT IN DISCIPLINARY ACTION UP TO AND INCLUDING TERMINATION. THESE STATEMENTS ARE REVIEWED BY THE HUMAN RESOURCES DEPARTMENT AND, AS APPROPRIATE, BY COUNSEL FOR DETERMINATION REGARDING ACTION THAT SHOULD FOLLOW THE REPORTING OF AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST. IN ADDITION TO THE REQUIRED ANNUAL REPORT, ALL EMPLOYEES ARE INSTRUCTED BY THE CODE OF ETHICS THAT THEY HAVE A RESPONSIBILITY TO REPORT A VIOLATION OF THE CODE. EMPLOYEES CAN REPORT ANY SUCH VIOLATION TO MDRC SUPERVISORY PERSONNEL, THE HUMAN RESOURCES DEPARTMENT, OR TO AN INDEPENDENT ORGANIZATION, LIGHTHOUSE SERVICES, WHICH HOSTS AN ONLINE SITE AND TOLL-FREE NUMBER WHICH EMPLOYEES CAN USE TO MAKE COMPLAINTS ANONYMOUSLY OR IN IDENTIFIABLE FORM. FORM 990, PART VI, SECTION B, LINE 15 PROCESS FOR DETERMINING COMPENSATION THE FINANCE AND COMPENSATION COMMITTEE ("THE COMMITTEE") OF MDRC'S BOARD OF DIRECTORS ESTABLISHES EACH YEAR THE COMPENSATION AND BONUS PAYMENTS, IF ANY, FOR THE TOP PAID AND NEXT TOP PAID OFFICER OF THE ORGANIZATION BASED ON SURVEY INFORMATION PROVIDED TO THEM FROM BOTH INTERNAL AND EXTERNAL SOURCES. THE INDIVIDUALS AT THE END OF 2022 ARE DR. KNOX AND MR. AMADEO. EACH YEAR MDRC'S HUMAN RESOURCES FUNCTION CONDUCTS A REVIEW OF THE FORM 990 AND OTHER DOCUMENTS OF RESEARCH ORGANIZATIONS THAT PERFORM SIMILAR RESEARCH AS MDRC, TO ASCERTAIN THEIR PAY STRUCTURES FOR THE TOP AND SECOND TOP PAID OFFICERS, WHICH IS TYPICALLY THE CEO OR PRESIDENT AND THE COO/CFO. INCLUDED IN THIS SURVEY IS THE BASE SALARY AND BONUS PAYMENTS MADE TO THE TOP AND SECOND TOP PAID EXECUTIVES OF THESE OTHER POLICY RESEARCH FIRMS, ALONG WITH SUCH COMPARABLE FACTORS AS SIZE OF THE ORGANIZATION AS MEASURED BY HEADCOUNT AND OPERATING BUDGETS. THIS SURVEY INFORMATION IS SUPPLEMENTED BY COMPARABLE INFORMATION PROVIDED FROM AN EXTERNAL, THIRD PARTY CONSULTING FIRM CALLED THE NATIONAL THINK TANK COMPENSATION SURVEY (NTTC) CONDUCTED BY AKRON INCORPORATED, A WASHINGTON DC BASED COMPENSATION CONSULTING FIRM. THE NTTC COMPILES THE BASE SALARY AND BONUS PAYMENT INFORMATION PROVIDED BY SURVEY PARTICIPANTS AND DISPLAYS THE INFORMATION ANONYMOUSLY BY QUARTILE, LOCATION, AND FIRM SIZE (STATED IN TERMS OF EMPLOYEES AND BUDGET). SURVEY PARTICIPANT INCLUDE COMPETING POLICY RESEARCH ORGANIZATIONS, AS WELL AS FOUNDATIONS, ENDOWMENTS, AND UNIVERSITIES. THE RESULTS OF BOTH THE IN-HOUSE AND EXTERNAL SURVEYS AND COMPARISON OF FORM 990S FOR THOSE COMPARABLE NOT-FOR-PROFIT ORGANIZATIONS ARE PRESENTED TO THE COMMITTEE, WHICH THEN DELIBERATES, AND BASED ON THE INFORMATION PROVIDED, ESTABLISHES THE PAY LEVEL FOR MDRC'S PRESIDENT AND CHIEF FINANCIAL OFFICER. THE COMPENSATION OF THE PRESIDENT AND CHIEF FINANCIAL OFFICER IS APPROVED BY THE BOARD. PART VI, SECTION B LINE 15B PROCESS FOR DETERMINING COMPENSATION THE COMMITTEE ESTABLISHES COMPENSATION LEVELS FOR THE CHIEF FINANCIAL OFFICER, AS REQUIRED BY THE CALIFORNIA NONPROFIT INTEGRITY ACT OF 2004. COMPENSATION FOR THE REST OF THE OFFICERS AND EMPLOYEES IS BASED ON A RECOMMENDATION BY THE PRESIDENT TO THE COMMITTEE. THE RECOMMENDATION FROM THE PRESIDENT ESTABLISHES A MERIT AND BONUS POOL FOR THE COMING YEAR, BASED ON THE ORGANIZATION'S STANDARD PAY PRACTICE AS DESCRIBED BELOW. THE PRESIDENT SETS AND APPROVES THE SALARY LEVEL AND BONUS PAYMENTS FOR OFFICERS OTHER THAN THE CHIEF FINANCIAL OFFICER, AND FOR OTHER KEY EMPLOYEES. EACH YEAR, MDRC'S PRESIDENT RECOMMENDS TO THE BOARD A SALARY POOL FOR MERIT INCREASES AND DISCRETIONARY BONUSES TO BE PAID TO OTHER OFFICERS AND KEY EMPLOYEES IN THE ORGANIZATION. THE MERIT INCREASE AND BONUS POOLS ARE GENERALLY COMPETITIVE WITHIN THE TWO MARKETPLACES IN WHICH THE ORGANIZATION COMPETES FOR HUMAN TALENT (NEW YORK AND CALIFORNIA). THE PRESIDENT BASES THE RECOMMENDATION ON SURVEY INFORMATION PROVIDED BY THE ORGANIZATION'S HUMAN RESOURCES DEPARTMENT, WHICH IN TURN, OBTAINS LOCAL LABOR MARKET PAY PRACTICES FROM EXTERNAL THIRD PARTY CONSULTING FIRMS SUCH AS MERCER HUMAN RESOURCES CONSULTING AND TOWERS PERRIN COMPENSATION CONSULTING, AS WELL AS CONDUCTING A SURVEY OF PAY PRACTICES FROM OTHER POLICY RESEARCH ORGANIZATIONS. TYPICAL MERIT INCREASE POOLS IN RECENT YEARS HAVE BEEN IN THE FOUR PERCENT (4%) TO FIVE PERCENT (5%) RANGE. ONCE THE MERIT INCREASE POOL HAS BEEN ESTABLISHED AND APPROVED BY THE BOARD, MDRC ESTABLISHES EACH EMPLOYEE'S SALARY BASED ON TWO FACTORS: PERFORMANCE ON THE JOB DURING THE MOST RECENT CALENDAR YEAR (MDRC USES A FOUR TIER PERFORMANCE RATING SYSTEM), AND WHERE AN EMPLOYEE'S SALARY FALLS WITHIN THE SALARY RANGE ESTABLISHED FOR THEIR POSITION (CALLED A COMPA-RATIO). HOLDING PERFORMANCE CONSTANT, MDRC'S COMPENSATION SYSTEM PROVIDES A GREATER INCREASE IN SALARY TO THOSE EMPLOYEES WHO ARE LOW IN THEIR SALARY RANGES AND PROVIDES SMALLER INCREASES IN SALARY TO THOSE EMPLOYEES WHO ARE HIGH IN THEIR SALARY RANGES. SALARY RANGES ARE DETERMINED BY AN INTERNAL JOB EVALUATION COMMITTEE BASED ON JOB DESCRIPTIONS OF WORK PERFORMED, COUPLED WITH MARKET SALARY INFORMATION FROM THIRD PARTY SOURCES. THE SAME SALARY SYSTEM IS DEPLOYED FOR OTHER OFFICERS, KEY EMPLOYEES, AND THE GENERAL EMPLOYEE POPULATION OF THE ORGANIZATION. FORM 990, PART VI, SECTION C, LINE 19 AVAILABILITY OF DOCUMENTS MDRC'S FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC THROUGH THE MDRC WEBSITE AND A HARD COPY IS PROVIDED UPON REQUEST. MDRC'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE GENERALLY AVAILABLE TO THE PUBLIC UPON REQUEST. PART VII-A LINE 1 - FORMER OFFICERS: VICE PRESIDENT, DIRECTOR OF DEPLOYMENT AND ACCOUNTABILITY, BARBARA GOLDMAN, IS REPORTED AS A FORMER OFFICER ON THE FORM 990 AS SHE IS STILL CURRENTLY EMPLOYED BY MDRC, BUT IN A NON-OFFICER CAPACITY. FORM 990, PART XI, LINE 9: RESCINDED GRANTS -221,837.