2022-06-20T02:45:59-04:00 2021-09-30 990 2020-10-01 222632081 PIONEER INSTITUTE INC % James Stergios PION 6177232277 185 DEVONSHIRE ST STE 1101 BOSTON MA 021101409 Glenn Ricciardelli CPA Auditor & Tax Preparer 2022-06-20 true Glenn Ricciardelli P00444363 6174261552 2022-06-20 X 2020 2022-09-23 18:48:47Z James Stergios 185 DEVONSHIRE ST STE 1101 BOSTON MA 021101409 3775332 false X www.pioneerinstitute.org X 1988 MA Pioneer Institute develops and communicates dynamic ideas that advance prosperity and a vibrant civic life in Massachusetts and beyond. Pioneer believes that America is at its best when their citizenry is well-educated committed to liberty personal responsibility and free enterprise and both willing and able to rest their beliefs based on facts. 19 19 14 35 0 0 2346043 1775042 921013 1562039 103556 404610 6675 33641 3377287 3775332 0 0 0 0 1380888 1436332 0 0 469931 1003547 1239003 2384435 2675335 992852 1099997 4714535 5985831 147223 123281 4567312 5862550 Pioneer Institute develops and communicates dynamic ideas that advance prosperity and a vibrant civic life in Massachusetts and beyond. Pioneer believe that America is at its best when our citizenry is well-educated committed to liberty personal responsibility and free enterprise and both willing and able to test their beliefs based on facts. false false 645444 0 491876 PIONEER EDUCATION builds on Pioneer's legacy as a leader in the charter public school movement and a champion of greater academic rigor in Massachusetts' school to promote educational reform through data-driven research lively forums opinion pieces and public testimony. Pioneer promotes high-quality academic standards and a portfolio of public and private school choice options including charter schools regional vocational-technical schools inter-district choice programs tax credit strategies to increase access to private & parochial education for economically disadvantaged youth and expanded virtual learning programs. 249486 0 172300 PIONEER PUBLIC promotes MBTA & government pension reforms that provide fair and sustainable retirement support full transparency of public information and performance measurement and the adoption of best practices in state and local government with a current focus on local governments and the state's transportation bureaucracy and competitive contracting of public services when the quality of the service can be improved and the cost lowered. 614889 0 103000 PIONEER OPPORTUNITY seeks to strengthen Massachusetts' economic competitiveness and promote economic mobility through programs that improve the business climate tax competitiveness and regulations support business job growth especially in urban areas and advance the quality and efficiency of public transportation services. Pioneer originated "MassEconomix.com" a public-facing on-line tool that provides policy-makers the media and the general public timely and accurate economic information and analysis. 309192 0 241750 1819011 true true false false false false false false false true true false false false false false true false false false false false false false false false false false false true false false false false false false false false true false false false false false false false false true 60 0 true 14 true false false false false false true true false 0 false false false false false X 19 19 false false false false false false false true true false false true true true true true true true false false MA X X Mary Z Connaughton 6177232277 185 DEVONSHIRE ST STE 1101 BOSTON MA 021101409 James Stergios Executive Director 40.00 0.00 X X X 309719 0 0 Mary Connaughton Chief Operating Officer 40.00 0.00 X X X 192200 0 0 Jamie Gass Director of PIONEEREDUCATION 40.00 0.00 X X 153809 0 0 Greg Sullivan Director or Research 32.00 0.00 X X 99816 0 0 Micaela Dawson Director of Communications 40.00 0.00 X X 96678 0 0 Brackett Denniston Director 1.00 0.00 X 0 0 0 Nancy Anthony Director 1.00 0.00 X 0 0 0 Brian Broderick Director 1.00 0.00 X 0 0 0 Andrew Davis Director 1.00 0.00 X 0 0 0 Gary Campbell Director 1.00 0.00 X 0 0 0 Lucille Hicks Director-Vice Chairperson 1.00 0.00 X 0 0 0 C Bruce Johnstone Director 1.00 0.00 X 0 0 0 Mark Rickabaugh Director 1.00 0.00 X 0 0 0 Frederick Clifford Director 1.00 0.00 X 0 0 0 James Joslin Treasurer 1.00 0.00 X X 0 0 0 Adam Portnoy Director-Chairperson 1.00 0.00 X 0 0 0 Mary Myers Kauppila Director 1.00 0.00 X 0 0 0 M Holt Massey Director 1.00 0.00 X 0 0 0 Pamela Layton Director-Clerk 1.00 0.00 X X 0 0 0 Roger Servison Director 1.00 0.00 X 0 0 0 Peter Smyth Director 1.00 0.00 X 0 0 0 Peter Wilde Director 1.00 0.00 X 0 0 0 Ellen Roy Herzfelder Director 1.00 0.00 X 0 0 0 Charles Hewitt Director 1.00 0.00 X 0 0 0 852222 0 0 0 false true false 0 0 0 0 0 1775042 134289 1775042 491150 491150 0 0 103000 103000 0 0 136000 136000 0 0 172300 172300 0 0 OUTREACH & COMMUNCATIONS 569089 569089 0 0 90500 90500 0 0 1562039 404610 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 451211 33641 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 33641 3775332 1562039 0 0 0 0 0 0 0 0 0 0 852222 731013 102996 18213 0 0 0 0 348543 41804 61109 245630 32270 2690 28662 918 129183 83142 17655 28386 74114 47700 10129 16285 0 0 0 0 0 0 0 0 22500 0 22500 0 0 0 0 0 0 0 0 0 0 0 239266 116724 44834 77708 264627 257544 7083 0 81171 42403 15276 23492 2966 1583 843 540 0 0 0 0 30684 19748 4194 6742 25586 7846 2863 14877 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 33564 21602 4587 7375 0 0 0 0 Printing & Publishing 44305 25523 8477 10305 Research 346802 288141 46756 11905 Events & Meetings 129349 129067 282 0 Distribution 9518 2481 4287 2750 8665 0 3860 4805 2675335 1819011 386393 469931 0 0 0 0 506019 1321155 220288 220430 277862 207247 0 0 0 0 0 0 0 0 0 0 7751 7124 1228679 425301 836943 803378 2865672 3426497 0 0 0 0 0 0 0 0 4714535 5985831 147223 123281 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 147223 123281 X 3505498 4154298 1061814 1708252 4567312 5862550 4714535 5985831 1099997 195239 0 0 0 2 X false true true false X 1968599 2368411 2393473 3267056 3337081 13334620 1968599 2368411 2393473 3267056 3337081 13334620 0 13334620 39594 98640 68682 103556 599849 910321 0 0 0 0 0 0 20330 15627 19196 6675 33641 95469 14340410 0 0.93 0.95 X Part II - Line 10 | Year:, Amount:, Description:| 2016, 20330.0000, Ticket & Book Sales| 2017, 15627Ticket & Book Sales| 2018, 19196Ticket & Book Sales| 2019, 6675Ticket & Book Sales| 2020, 33641Revenue from a Shared Services Agreement and the sale of Publications Tickets etc.| RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 3267960 1577289 599849 0 1078353 0 4366745 2690985 1579756 103556 0 1106337 0 3267960 2613106 1059500 68682 0 1050303 0 2690985 1982415 199656 98640 0 1464505 0 2613106 1809628 835915 51635 0 714763 0 1982415 0.61 0.16 0.23 false false 0 0 0 992864 197614 795250 0 0 0 0 0 73403 73403 0 0 162412 154284 8128 803378 3970571 195239 0 0 0 195239 3775332 0 0 0 3775332 2675335 0 0 0 0 0 2675335 0 0 0 2675335 Part XI, line 2d The total annual revenue reported on Line 12 in Part 1 of Form 990 totals $3,775,332. This total encompasses donor contributions and other revenue of $3,370,722 plus investment income and realized gains on investments of $599,849 while excluding unrealized gains on investments of $195,239. The Audited Financial Statements limit revenue to donor contributions and other revenue while the investment income is reported as part of Other Income including both realized and unrealized gains on investments. X X X X false false false false false false false false false James Stergios Executive Director 299719 0 10000 0 0 0 8530 0 17636 0 335885 0 0 0 Jamie Gass Director of PIONEEREDUCATION 153809 0 0 0 0 0 3372 0 26453 0 183634 0 0 0 Mary Connaughton Chief Operating Officer 192200 0 0 0 0 0 5754 0 26453 0 224407 0 0 0 Part I Line 3 The Executive Director's annual compensation is subject to the recommendation of the Governance Committee established by the board, which is subject to final approval by the entire board. The Committee conducts an annual performance evaluation, which is evaluated relative to certain goals and key performance metrics, while also conducting a market study of compensation data for comparable organizations. Documentation of the process and the results are recorded in the minutes of the committee and board meetings. X Audit & Tax Prep Svcs 1 17500 Fair market value of services provided. X Google Ad Grant 1 116789 Fair market value of advertising grants received. 0 false true false Part VI, Line 11b The procedures related to the review of Form 990 includes the following: 1 The form is completed by Pioneer's auditors with the assistance of management 2 the return is thoroughly reviewed by management with any revisions implemented 3 the form is then reviewed by the Audit Committee and any questions addressed by management and or the auditor 4 the final draft of Form 990 is distributed to management the Audit Committee and the Board or Directors for a final review before filing. Part VI, Line 12c Pioneer's Conflict of Interest Policy is circulated to all of the organization's employees annually including management and the Board or Directors. Recipients are required to sign the policy and disclose any potential conflicts and or concerns. Additionally management regularly monitors vendor relationships for any potential conflicts throughout the year. Part VI, Line 15 The compensation of Pioneer's officers and key employees is determined in accordance with the following procedures: 1 an annual performance evaluation is undertaken by the employee's supervisor or in the case of the Executive Director by the Board and Governance Committee with the performance evaluated relative to certain goals and key performance metrics; 2 self-evaluation of the employee is undertaken and shared with management; 3 a review of comparative compensation data for similar organizations interns of size annual revenue number of employees geographical market etc. is undertaken and 4 documentation of the process and results are recorded in the employee's personal file and minutes of the committee or board meeting. The annual compensation of the Executive Director is subject to the recommendation of the Governance Committee established by the board which is subject to the approval of the entire board. Part VI, Line 19 Pioneer makes the current audited financial statements and Form 990 for the last 10-years available on its website. Additionally the financial statements and tax returns are made available upon request along with the organizations bylaws and conflict of interest policy. Part III, Line 4d | Description:, Expense Amount:, Grants Amount:, Revenue Amount:| PIONEER HEALTH, $183723, $0, $136000| LOVETT C PETTERS LECTURE SERIES, $125469, $0, $100250| COLBY HEWITT ENDOWMENT, $0, $0, $0| TYLER FAMILY ENDOWMENT, $0, $0, $0| PERRY FUND for INTERNSHIPS, $0, $0, $5500| Part XI, Line 9 | Description:, Explanation:, Amount:| Rounding Error is necessary so that the sum of the individual components agrees with the total Net Assets reported., The amounts are entered with cents but rounded to whole dollars for presentation purposes., $2|