2022-01-11T10:13:28-05:00 2020-09-30 990 2019-10-01 222632081 PIONEER INSTITUTE INC % James Stergios PION 6174261552 185 DEVONSHIRE ST STE 1101 BOSTON MA 021101409 Glenn Ricciardelli CPA Auditor & Tax Preparer 2022-01-11 false Glenn Ricciardelli P00444363 6174261552 2022-01-11 X 2019 2022-09-23 18:48:47Z James Stergios 185 DEVONSHIRE ST STE 1101 BOSTON MA 021101409 3377287 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. 22 22 12 35 0 0 1495223 2346043 898250 921013 68682 103556 19196 6675 2481351 3377287 0 0 0 0 1348041 1380888 0 0 269635 1200850 1003547 2548891 2384435 -67540 992852 3652398 4714535 77937 147223 3574461 4567312 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 704859 0 222655 PIONEER EDUCATION builds on Pioneer's legacy as a leader in the charter school movement and a champion greater academic rigor in Massachusetts' schools to promote education reform thru data-driven research lively forums opinion pieces and public testimony. Pioneer promotes high-quality academic standards and a portfolio of public & 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. 277006 0 43500 PIONEER PUBLIC promotes MBTA reform and 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 & 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 service can be improved and costs lowered. Using on-line transparency Pioneer has given citizens access to spending data thru "MassOpenBooks.org" a searchable database of every payment by the state over the past several fiscal years searchable by agency account payment type and recipient. 476353 0 249750 PIONEER OPPORTUNITY seeks to strengthen Massachusetts' economic competitiveness and promote economic mobility thru programs that improve the business climate tax competitiveness and regulations support business and 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 analyses. 474118 0 457549 1932336 true true false true false false false false false true true false false false false true 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 54 0 true 12 true false false false false false true true false 0 false false false false false 22 22 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 313590 0 0 Mary Connaughton Director of Admin & Finance 40.00 0.00 X X 179905 0 0 Jamie Gass Director of PioneerEducation 40.00 0.00 X 138273 0 0 Greg Sullivan Director of Research 32.00 0.00 X 102364 0 0 Micaela Dawson Director of Communications 40.00 0.00 X 89346 0 0 Brackett Dennison 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 Stephen Fantone Director - Chairperson 1.00 0.00 X 0 0 0 Gary Campbell Director 1.00 0.00 X 0 0 0 Lucile Hicks Director 1.00 0.00 X X 0 0 0 C Bruce Johnstone Director 1.00 0.00 X X 0 0 0 Mark Richabaugh Director 1.00 0.00 X 0 0 0 Frederick Clifford Director 1.00 0.00 X 0 0 0 James Joslin Director 1.00 0.00 X 0 0 0 Adam Portnoy Director 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 1.00 0.00 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 David Boit Director 1.00 0.00 X 0 0 0 Ellen Roy Herzfelder Director 1.00 0.00 X 0 0 0 Charles Hewitt III Director 1.00 0.00 X 0 0 0 Eileen Shapiro Director 1.00 0.00 X 0 0 0 823478 0 0 4 false true false None 0 0 0 0 0 0 2346043 206914 2346043 Pioneer Education 222655 222655 0 0 Pioneer Opportunity 249750 249750 0 0 Pioneer Health 124300 124300 0 0 Outreach & Communications 232558 232558 0 0 LCP Lecture Series 48250 48250 0 0 43500 43500 0 0 921013 103556 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 Ticket Sales 451211 6500 0 0 0 Book Sales 446110 175 0 0 0 0 0 0 0 0 0 0 0 6675 3377287 921013 0 0 0 0 0 0 0 0 0 0 823479 713476 92949 17054 0 0 0 0 329065 172798 23356 132911 26627 20475 2687 3465 112204 86282 11323 14600 89513 68834 9032 11646 0 0 0 0 0 0 0 0 22500 0 22500 0 0 0 0 0 0 0 0 0 0 0 100319 77960 993 21366 189764 178632 856 10276 83336 60509 5293 17535 7465 6941 229 295 0 0 0 0 30684 23595 3096 3992 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 67148 58104 3951 5093 0 0 0 0 Printing & Publishing 50765 30938 913 18914 Research 301602 301285 217 100 Events & Meetings 113529 108254 3232 2043 25428 25428 21739 1446 2243 11007 2514 391 8102 2384435 1932336 182464 269635 170573 506019 25159 220288 269020 277862 0 0 0 0 0 0 0 0 0 0 45653 7751 1228679 391736 851705 836943 2262288 2865672 0 0 0 0 0 0 28000 0 3652398 4714535 77937 147223 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 77937 147223 X 2486088 3505498 1088373 1061814 3574461 4567312 3652398 4714535 992852 -1 0 0 0 0 X false true X true false X 2454182 1968599 2368411 2393473 3267056 12451721 2454182 1968599 2368411 2393473 3267056 12451721 12451721 45489 39594 98640 68682 103556 355961 0 0 0 0 0 0 31260 20330 15627 19196 6675 93088 12900770 0 0.97 0 X Part II - Line 10 | Year:, Amount:, Description:| 2015, 31260.0000, Ticket & Book Sales| 2016, 20330Ticket & Book Sales| 2017, 15627Ticket & Book Sales| 2018, 19196Ticket & Book Sales| 2019, 6675Ticket & Book Sales| RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 269 0 269 269 538 54 14 256 215 true 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 true true true 0 0 0 0 0 0 2690985 1579756 103556 0 1106337 0 3267960 2613106 1059500 68682 0 1050303 0 2690985 1982415 1996556 98640 0 1464505 0 2613106 1809628 835915 51635 0 714763 0 1982415 1790078 663279 132191 0 775920 0 1809628 0.68 0.18 0.14 false false 0 0 0 0 992864 172178 820686 0 0 0 0 0 73403 73404 0 0 162412 146155 16257 836943 0 X 3273731 0 0 0 0 0 3273731 0 103556 103556 3377287 2384434 0 0 0 0 0 2384434 0 1 1 2384435 Part V, line 4 The organization's endowment funds are intended to provide some permanence to the funding of research for various programs with the donors directing the use of the contributions for program-specific purposes. We have restated the prior year's amounts as we historically have limited the amounts solely to endowment funds. Our current reporting for the 5-year is all-inclusive including term endowment or temporarily restricted funds permanent endowment funds and board-designated endowment funds. Part XI, line 4b The reconciling difference between the total revenue & support reported on the audited financial statements and the annual revenue reflected on Part 1 of Form 990 is attributable to investment income and gains and losses on investments which coupled with total contributions & support yields the organization's total revenue for the year. Part XII, line 4b There was a $1 rounding difference between the total expenses as reported on Form 990 vs. the audited financial statements. Part X, line 2 Pioneer had appropriate support for any tax positions taken affecting its annual filing requirements and as such does not have any uncertain tax positions that are material to the financial statements. Pioneer would account for the effect of any uncertain tax positions based on a more likely than not threshold to the recognition of tax positions being sustained based on the technical merits of the position under scrutiny by the applicable taxing authority. If a tax position or positions are deemed to result in uncertainties of those positions the unrecognized tax benefit is estimated based on a cumulative probability assessment that aggregates the estimated tax liability for all uncertain tax positions. Pioneer has identified its tax status as a tax-exempt entity as its only significant tax position; however Pioneer has determined that such tax position does not result in an uncertainty requiring recognition. Pioneer is not currently under examination by any taxing jurisdiction. Pioneer's Federal and state tax returns are generally open for examination for three years following the date filed. X X X X false false false false false false false false false James Stergios Executive Director 313590 0 0 0 0 0 0 0 22934 0 336524 0 0 0 X 9 85190 Fair Market Value X Auditing & Tax Preparation Fees 1 17500 Faiar Market Value X Google Ad Grant 1 104224 Fair Market Value 0 false true false Part VI, Line 11a Once the return is completed by Pioneer's auditors it is thoroughly reviewed by management with any necessary revisions or modifications made thereto. The completed form is subsequently scrutinized by Pioneer's Audit Committee any questions are addressed by the auditor and management. The final Form 990 is then distributed to management the Audit Committee and the Board of Directors for a final review prior to 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 of Directors. Recipients are required to sign the policy and disclose any potential conflicts 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 at which point performance is evaluated relative to certain goals and key performance metrics; 2 self-evaluation of the employee is undertaken and shared; 3 a review of the comparable compensation data for similar organizations is undertaken and 4 documentation of the process and results are recorded in the employee's personnel file and the minutes of the committee or board meeting. The annual compensation for the Executive Director is subject to the recommendation of the Governance Committee established by the board and is subject to the final approval by 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 available upon request along with the organization's bylaws and conflict of interest policy. Part III, Line 4d | Description:, Expense Amount:, Grants Amount:, Revenue Amount:| Other Programs include PioneerHealth Lovett C Peters Lecture Series and Outreach & Communication., $474118, $0, $457549|