2023-11-14T12:19:21-06:00 2022-12-31 010523282 Berry Dunn McNeil & Parker LLC 2211 Congress St Portland ME 04102 990 2022-01-01 260264045 The Clayton Christensen Institute for Disruptive Innovation Inc CLAY 7813259558 49 Winter Street Natick MA 017601018 John M Riley VP - Finance & HR 7813259558 2023-11-13 1 John Riley 999009999 1 Joseph R Byrne P01289281 2077752387 2023-11-13 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X Clayton Christensen Institute Ann Christensen 49 Winter Street Natick MA 017601018 4879635 0 X www.christenseninstitute.org X 2007 MA To apply Harvard Business School Professor Clayton Christensen's theories of disruptive innovation to develop and promote solutions to the most vexing problems in the social sector. 4 2 18 4 0 0 4009332 4703624 233998 169317 214 6694 0 0 4243544 4879635 0 0 0 0 3099245 3007464 0 0 510668 400022 997536 3499267 4005000 744277 874635 2002828 2551093 613033 293407 1389795 2257686 X To apply Harvard Business School Professor Clayton Christensen's theories of disruptive innovation to develop and promote solutions to the most vexing problems in the social sector. 0 0 1826516 5013 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. 463791 130684 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. 354065 2000 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 emerging research team's mission is to identify other sectors to apply the theories of disruptive innovation and to develop those into fields of research for the Institute. 312351 31620 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 word situations. 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. 312351 31620 2956723 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 0 0 0 0 0 0 0 0 0 0 0 1 9 0 1 18 1 0 0 0 0 0 0 0 0 0 0 0 0 X 4 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 27209 Michael Horn Chairman 20.00 X X 163000 0 0 Mark Johnson Clerk 1.00 X X 0 0 0 Christine Christensen Treasurer 1.00 X X 0 0 0 Tom Armstrong Past Treasurer 1.00 X X 0 0 0 John Riley VP - Finance & HR 40.00 X 219330 0 43040 Everett Poisson VP - Development 40.00 X 191552 0 41149 Julia Freeland Fisher Director - Education Research 40.00 X 215822 0 42875 Efosa Ojomo Director - Global Prosperity 40.00 X 179976 0 40149 Ann Somers Hogg Director - Healthcare Research 40.00 X 162559 0 8650 Richard Alton Director - Visiting Fellows 30.00 X 142438 0 39162 Meris Stansbury Director - Communications 40.00 X 136939 0 19725 Ruth Hartt Chief of Staff to the CEO 40.00 X 115650 0 6114 Thomas Arnett Senior Research Fellow 40.00 X 156758 0 39922 1969326 0 307995 11 0 1 0 Generation Schools Network Inc 455 Sherman Street Suite 120 Denver CO 80203 Educational Research 296375 American Institutes for Research 1400 Crystal Drive 10th Floor Arlington VA 22202 Educational Research 221878 Horn-Ed LLC 8 Anthony Road Lexington MA 02420 Educational Research 163000 3 419290 4284334 4703624 Program Service Revenu 611710 169317 169317 169317 6694 6694 4879635 169317 0 6694 1449405 788166 300566 360673 1144268 1004376 52792 87100 57569 49794 3056 4719 202606 177607 2148 22851 153616 110290 17069 26257 77354 76640 714 33256 33256 159272 156993 2279 12599 12599 14754 12057 1706 991 61062 49791 6177 5094 26000 26000 45746 43852 271 1623 1115 1115 1816 1231 429 156 3515 3515 Grant Subcontractors 548253 548253 Team Activities 8371 8371 Other Expenses 4423 599 3334 490 4005000 2956723 537609 510668 X 1730846 94080 229041 2386240 39532 66016 1028 1234 15954 12431 2381 3523 2002828 2551093 193743 243407 0 50000 419290 0 613033 293407 X 526978 1463636 862817 794050 1389795 2257686 2002828 2551093 874635 -6744 0 X 0 1 X 1 0 X 3646520 2295738 2280713 4009332 4703624 16935927 25 115018 20520 233998 169317 538878 3646545 2410756 2301233 4243330 4872941 17474805 20800 10750 258785 2019513 2003531 4313379 0 20800 10750 258785 2019513 2003531 4313379 13161426 13224 14186 6973 214 6694 41291 13224 14186 6973 214 6694 41291 212750 212750 3872519 2424942 2308206 4243544 4879635 17728846 0.74240 0.84230 0.00230 0.00240 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 15954 12431 3523 3523 4872891 -6744 -6744 4879635 0 4879635 4005000 0 4005000 0 4005000 South America 0 0 Program Service Training Programs 5209 Sub-Saharan Africa 0 0 Program Service Training Programs 50603 Central America and the Caribbean 0 0 Program Service Research 0 0 0 0 0 0 55812 0 55812 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 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. Part III Accounting Method: X X 0 0 0 0 0 0 0 1 0 Ann Christensen President & CEO 285302 0 0 0 0 0 14265 0 12944 0 312511 0 0 0 John Riley VP - Finance & HR 219330 0 0 0 0 0 11033 0 32007 0 262370 0 0 0 Julia Freeland Fisher Director - Education Research 200822 0 15000 0 0 0 10858 0 32017 0 258697 0 0 0 Everett Poisson VP - Development 191552 0 0 0 0 0 9578 0 31571 0 232701 0 0 0 Efosa Ojomo Director - Global Prosperity 179976 0 0 0 0 0 8999 0 31150 0 220125 0 0 0 Thomas Arnett Senior Research Fellow 156758 0 0 0 0 0 7905 0 32017 0 196680 0 0 0 Richard Alton Director - Visiting Fellows 137438 0 5000 0 0 0 7145 0 32017 0 181600 0 0 0 Ann Somers Hogg Director - Healthcare Research 162559 0 0 0 0 0 8128 0 522 0 171209 0 0 0 Michael Horn Chairman 163000 0 0 0 0 0 0 0 0 0 163000 0 0 0 Meris Stansbury Director - Communications 131939 0 5000 0 0 0 6847 0 12878 0 156664 0 0 0 Part I, Line 7 During calendar year 2022, bonuses were paid to Julia Freeland Fisher, Richard Alton, 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. 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 conflict 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).