MDRC: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
MDRC (EIN 23-7379473)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-11-14
IRS object ID
202133189349301763
Schema version
2020v4.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2021-11-14T20:38:19-06:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN366055558PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GRANT THORTON LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1757 THIRD AVENUE 3RD FLOORAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP100172013ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN237379473EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MDRCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMDRCBusinessNameControlTxt
Phone2125323200PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1200 VESEY STREET 23RD FLOORAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP102812103ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJESUS M AMADEOPersonNm
Person TitleSR. VP & CFOPersonTitleTxt
Phone2125323200PhoneNum
Signature2021-11-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJESUSPersonFirstNm
Person LastAMADEOPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSCOTT THOMPSETTPreparerPersonNm
PTINP00741490PTIN
Phone2125990100PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerVIRGINIA KNOX PRESIDENTPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1200 VESEY STREET 23RD FLOORAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP102812103ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$103,865,173GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.MDRC.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1974FormationYr
Legal Domicile StateDELegalDomicileStateCd
Activity Or MissionMDRC 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.ActivityOrMissionDesc
Voting Members Governing Body16VotingMembersGoverningBodyCnt
Voting Members Independent16VotingMembersIndependentCnt
Total Employee330TotalEmployeeCnt
Total Volunteers16TotalVolunteersCnt
Total Gross UBI$56,153TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$67,945,664PYContributionsGrantsAmt
CY Contributions Grants$62,468,182CYContributionsGrantsAmt
PY Program Service Revenue$1,508,606PYProgramServiceRevenueAmt
CY Program Service Revenue$1,312,280CYProgramServiceRevenueAmt
PY Investment Income$2,213,942PYInvestmentIncomeAmt
CY Investment Income$1,799,274CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$71,668,212PYTotalRevenueAmt
CY Total Revenue$65,579,736CYTotalRevenueAmt
PY Grants And Similar Paid$3,843,021PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$3,925,358CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$37,414,580PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$36,553,739CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$13,413CYTotalFundraisingExpenseAmt
PY Other Expenses$31,830,250PYOtherExpensesAmt
CY Other Expenses$25,547,195CYOtherExpensesAmt
PY Total Expenses$73,087,851PYTotalExpensesAmt
CY Total Expenses$66,026,292CYTotalExpensesAmt
PY Revenues Less Expenses-$1,419,639PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$446,556CYRevenuesLessExpensesAmt
Total Assets BOY$112,554,344TotalAssetsBOYAmt
Total Assets EOY$118,549,591TotalAssetsEOYAmt
Total Liabilities BOY$31,912,357TotalLiabilitiesBOYAmt
Total Liabilities EOY$33,778,745TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$80,641,987NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$84,770,846NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionSEE SCHEDULE OMissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$11,737,132ExpenseAmt
Grant$346,276GrantAmt
Revenue$299,645RevenueAmt
DescFAMILY WELL-BEING AND CHILD DEVELOPMENTCHILDREN WHO GROW UP IN POVERTY FACE MUCH GREATER RISKS OF ACADEMIC FAILURE, POOR HEALTH, AND EMOTIONAL DISTRESS AND, AS ADULTS, ARE MORE LIKELY TO BE UNEMPLOYED AND POOR. MDRC'S STUDIES ON CHILDREN AND FAMILIES ARE PROVIDING A NEW GENERATION OF RELIABLE EVIDENCE FOR POLICYMAKERS ABOUT STRATEGIES THAT BENEFIT THE SOCIAL, EMOTIONAL, AND COGNITIVE DEVELOPMENT OF LOW-INCOME CHILDREN - SOME BY IMPROVING THE LIFE PROSPECTS OF PARENTS AND OTHERS BY WORKING DIRECTLY WITH CHILDREN. (SEE SCHEDULE O)FOR MORE THAN TWO DECADES, MDRC HAS BEEN A LEADER IN AN EXPANDING FIELD OF RESEARCH THAT EXAMINES HOW CHILDREN ARE AFFECTED BY WELFARE REFORM AND OTHER SOCIAL POLICIES THAT ARE PRIMARILY DESIGNED TO AFFECT THE EMPLOYMENT AND INCOME STATUS OF THEIR PARENTS. MDRC IS STUDYING SEVERAL INITIATIVES THAT SEEK TO BENEFIT CHILDREN BY BUILDING HEALTHIER FAMILY RELATIONSHIPS, INCLUDING FEDERAL RESPONSIBLE FATHERHOOD PROGRAMS. MDRC IS THE LEAD EVALUATOR OF THE FEDERAL GOVERNMENT'S $1.5 BILLION INVESTMENT IN HOME VISITING PROGRAMS, WHICH PROVIDE PREVENTIVE SERVICES TO FAMILIES WITH YOUNG CHILDREN TO PREVENT CHILD MALTREATMENT, IMPROVE MATERNAL AND CHILD HEALTH OUTCOMES, AND INCREASE SCHOOL READINESS. OUR CHILD CARE AND EARLY EDUCATION STUDIES AIM TO DEEPEN POLICYMAKERS' UNDERSTANDING OF THE EFFECTS OF EARLY CARE ENVIRONMENTS, INCLUDING HEAD START. WE HAVE BEEN A LEADER IN DEVELOPING AND TESTING PROGRAMS THAT BOLSTER THE EMOTIONAL AND BEHAVIORAL DEVELOPMENT OF PRESCHOOLERS AND THE MATH SKILLS OF PRESCHOOL CHILDREN AND KINDERGARTNERS. WE'RE LEADING THE EXPANDING CHILDREN'S EARLY LEARNING (EXCEL) NETWORK, A COLLABORATION OF LOCAL OFFICIALS, PRESCHOOL PROVIDERS, AND RESEARCHERS AS ACTIVE PARTICIPANTS IN INNOVATION AND EVIDENCE-BUILDING.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$11,324,871ExpenseAmt
Grant$385,504GrantAmt
Revenue$664,100RevenueAmt
DescYOUTH DEVELOPMENT, CRIMINAL JUSTICE, AND EMPLOYMENTMDRC WAS ORIGINALLY ESTABLISHED TO STUDY PROGRAMS FOR THE "HARD-TO-EMPLOY," AMERICANS WHO FACE SERIOUS OBSTACLES TO FINDING AND KEEPING STEADY WORK. OUR VERY FIRST PROJECT, THE NATIONAL SUPPORTED WORK DEMONSTRATION, TESTED THE IMPACT OF PAID WORK EXPERIENCE FOR LONG-TERM WELFARE RECIPIENTS, EX-OFFENDERS, HIGH SCHOOL DROPOUTS, AND SUBSTANCE ABUSERS, AND IT IS STILL REGARDED AS ONE OF THE MOST COMPREHENSIVE SOURCES OF EVIDENCE ON EMPLOYMENT PROGRAMS TARGETED TO THESE GROUPS. (SEE SCHEDULE O)TODAY WE ARE TESTING TAILORED INTERVENTIONS FOR SPECIFIC HARD-TO-EMPLOY GROUPS - 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, LONG-TERM WELFARE RECIPIENTS, AND PEOPLE WITH WORK-LIMITING DISABILITIES. THE FINDINGS OF OUR NEW STUDIES AS THEY EMERGE ARE INTENDED TO EXPAND THE BODY OF KNOWLEDGE ABOUT HOW TO ADDRESS PARTICULAR BARRIERS TO EMPLOYMENT - AND HOW TO IMPLEMENT EFFECTIVE PROGRAMS IN THE DIFFERENT PUBLIC ASSISTANCE, ENFORCEMENT, AND SERVICE DELIVERY SYSTEMS THAT INTERACT WITH THE HARD-TO-EMPLOY POPULATION.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$7,712,904ExpenseAmt
Grant$1,609,412GrantAmt
Revenue$34,491RevenueAmt
DescECONOMIC MOBILITY, HOUSING, AND COMMUNITIESLONG REGARDED AS THE PREMIER INVESTIGATOR OF POLICIES TO IMPROVE THE LIVES OF FAMILIES ON WELFARE, MDRC HAS BROUGHT ITS PROGRAM DEVELOPMENT SKILLS AND REPUTATION FOR METHODOLOGICAL RIGOR TO THE CHALLENGE OF LEARNING HOW BEST TO IMPROVE THE ECONOMIC MOBILITY, HOUSING AND COMMUNITIES. IN A FOCUSED PORTFOLIO OF PROJECTS, WE ARE INVESTIGATING STRATEGIES TO "MAKE WORK PAY" - PROVIDING FINANCIAL SUPPORTS THAT BUILD A SAFETY NET AROUND WORK WHILE CONTINUING TO ENCOURAGE EMPLOYMENT - AND INITIATIVES TO HELP LOW-INCOME PEOPLE FIND MORE STABLE JOBS, ADVANCE IN THE LABOR MARKET, AND ACHIEVE LONG-TERM SELF-SUFFICIENCY. OUR STUDIES ARE AMONG THE LARGEST EVALUATIONS OF SUCH INTERVENTIONS IN THE COUNTRY. (SEE SCHEDULE O)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 LOW-INCOME NEIGHBORHOODS. MDRC HAS EVALUATED A NUMBER OF "PLACE-BASED" PROJECTS THAT ADDRESSED URBAN POVERTY AND JOBLESSNESS. MOST NOTABLE OF THESE WAS OUR JOBS-PLUS INITIATIVE, AN AMBITIOUS EMPLOYMENT PROGRAMS INSIDE SOME OF THE NATION'S POOREST INNER-CITY HOUSING PROJECTS. BASED ON THE POSITIVE FINDINGS FROM JOBS-PLUS, THE U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT (HUD) LAUNCHED THE PROGRAM IN NINE LOCATIONS ACROSS THE COUNTRY IN 2015. WE ARE ALSO EVALUATING A NUMBER OF HOUSING CHOICE VOUCHER REFORMS, HELPING TO IMPROVE THE NATION'S PRINCIPAL HOUSING ASSISTANCE PROGRAMS.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$21,344,289ExpenseAmt
Grant$1,584,166GrantAmt
Revenue$314,044RevenueAmt
DescK-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.AT A TIME OF GROWING NATIONAL AND STATE INTEREST IN IMPROVING LOW-PERFORMING SCHOOLS AND BETTER PREPARING STUDENTS FOR COLLEGE AND WORK, OUR EVALUATIONS OF COMPREHENSIVE HIGH SCHOOL REFORM MODELS AND CAREER AND TECHNICAL EDUCATION PROGRAMS HAVE ESTABLISHED MDRC AS A RESPECTED VOICE IN EDUCATION RESEARCH AND POLICY AND AS A LEADER IN DESIGNING RIGOROUS EDUCATION EVALUATIONS. AT THE ELEMENTARY SCHOOL LEVEL, WE ARE STUDYING A CLUSTER OF PROGRAMS DESIGNED TO RAISE LITERACY AND MATH SKILLS IN ELEMENTARY AND MIDDLE SCHOOLS AND TO IMPROVE TEACHING AND LEARNING BY INVESTING IN THE SKILLS OF TEACHERS. POSTSECONDARY EDUCATIONACCESS TO HIGHER EDUCATION HAS BEEN GREATLY EXPANDED SINCE THE MID-1960S. UNFORTUNATELY, RATES OF PERSISTENCE AND CREDENTIAL COMPLETION IN REMAIN DISTRESSINGLY LOW, PARTICULARLY AT COMMUNITY COLLEGES - WHERE ONLY ONE THIRD OF ALL STUDENTS WHO ENTER WITH THE INTENTION OF EARNING A DEGREE OR CERTIFICATE ACTUALLY MEET THIS GOAL WITHIN SIX YEARS. THE REASONS BEHIND THIS PROBLEM ARE MYRIAD: A LACK OF ADEQUATE PREPARATION IN THE K-12 SYSTEM AND THE CHALLENGE OF BALANCING WORK, FAMILY, AND SCHOOL RESPONSIBILITIES AND OTHERS ARE THE RESULT OF INSTITUTIONAL OR POLICY CONSTRAINTS (FOR INSTANCE, INSUFFICIENT ADVISING AND FINANCIAL AID, UNCERTAINTY OVER HOW TO TEACH BASIC SKILLS TO ADULTS, AND CONSTRAINTS IN COURSE OFFERINGS AND INFLEXIBLE SCHEDULING). POLICYMAKERS AND THE PHILANTHROPIC SECTOR HAVE FOCUSED NEW EFFORTS ON INCREASING STUDENT PERSISTENCE AND ACHIEVEMENT IN POSTSECONDARY EDUCATION. SINCE THE LAUNCH OF ITS OPENING DOORS DEMONSTRATION IN THE EARLY 2000S, MDRC HAS BEEN DIRECTLY INVOLVED IN DEVELOPING AND EVALUATING STRATEGIES TO HELP STUDENTS SUCCEED, PARTICULARLY STUDENTS AT COMMUNITY COLLEGES AND NONSELECTIVE FOUR-YEAR INSTITUTIONS. THROUGH OUR WORK, WE HAVE 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. OUR CURRENT CENTERPIECE PROJECT, SUCCESS, FOCUSES ON HELPING STATES AND HIGHER EDUCATION INSTITUTIONS ADOPT AND SCALE THE MORE SUCCESSFUL INTERVENTIONS THAT HAVE BEEN DEVELOPED AND TESTED.CENTER FOR EFFECTIVE CAREER AND TECHNICAL EDUCATIONMOTIVATED BY A DESIRE TO ADDRESS BOTH EDUCATION AND WAGE DISPARITIES, POLICYMAKERS, EDUCATORS, EMPLOYERS, AND PHILANTHROPISTS HAVE INCREASINGLY BEGUN TO INVEST IN NEW MODELS OF CAREER AND TECHNICAL EDUCATION (CTE) THAT ARE BASED ON THE PREMISE THAT ALL STUDENTS NEED POSTSECONDARY CREDENTIALS TO ADAPT TO AN INCREASINGLY COMPLEX LABOR MARKET. NO LONGER SIMPLY A STAND-ALONE VOCATIONAL CLASS IN HIGH SCHOOL OR AN OCCUPATIONAL SKILLS COURSE AT A COMMUNITY COLLEGE, CTE NOW ENCOMPASSES A BROAD RANGE OF MULTI-FACETED MODELS - INCLUDING CAREER PATHWAYS, APPRENTICESHIPS, SECTORAL TRAINING, AND EMPLOYER RELATIONSHIPS - AND SERVES EVERYONE FROM SECONDARY AND COLLEGE STUDENTS TO AT-RISK YOUTH AND ADULT WORKERS. BUILDING ON MDRC'S 20-YEAR HISTORY OF STUDYING CTE PROGRAMS, THE CENTER INCUBATES NEW IDEAS, SYNTHESIZES FINDINGS AND LESSONS LEARNED, AND DISSEMINATES THIS KNOWLEDGE TO POLICYMAKERS, PRACTITIONERS, AND OTHER RESEARCHERS IN ORDER TO HELP ENSURE THAT EXPANSION OF CTE PROGRAMS IS INFORMED BY A GROWING EVIDENCE BASE. THE CENTER DRAWS ON KNOWLEDGE ACROSS EDUCATION AND TRAINING SYSTEMS AND USES A BROAD LENS TO DETECT CROSS-CUTTING ISSUES, DEVELOP A TARGETED RESEARCH AGENDA, AND SHARE FINDINGS. CENTER FOR CRIMINAL JUSTICE RESEARCHTHE CRIMINAL JUSTICE SYSTEM IS EMERGING FROM DECADES OF "GET TOUGH" POLICIES THAT QUADRUPLED THE RATE OF INCARCERATION NATIONALLY, TO THE POINT WHERE THE UNITED STATES, WITH LESS THAN 5 PERCENT OF THE WORLD'S POPULATION, NOW HOLDS MORE THAN 20 PERCENT OF THE WORLD'S PRISONERS. DRIVEN BY BUDGET PRESSURES, QUESTIONS ABOUT THE MOST EFFECTIVE WAY TO RESPOND TO CRIME, AND CONCERNS ABOUT UNEQUAL TREATMENT UNDER THE LAW, A GROWING NUMBER OF STATES AND LOCALITIES ARE REFORMING THEIR CRIMINAL JUSTICE SYSTEMS. THEY SEEK TO REDUCE INCARCERATION AND INCREASE FAIRNESS BY CHANGING THE WAY CASES ARE HANDLED FROM THE FRONT END OF THE SYSTEM (ARREST AND PRETRIAL) TO THE BACK END (INCARCERATION AND REENTRY). THE MDRC CENTER FOR CRIMINAL JUSTICE RESEARCH WORKS WITH NATIONAL AND LOCAL CRIMINAL JUSTICE AGENCIES, POLICYMAKERS, COURTS, AND COMMUNITY-BASED ORGANIZATIONS TO ANSWER PRESSING QUESTIONS AND IMPROVE BOTH THE EFFECTIVENESS OF THE CRIMINAL JUSTICE SYSTEM AND THE OUTCOMES OF INDIVIDUALS INVOLVED IN IT.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.CABS COMBINES MDRC'S EXPERTISE IN SOCIAL PROGRAMS WITH INSIGHTS FROM BEHAVIORAL SCIENCE. PROJECTS THAT ARE AFFILIATED WITH CABS DEVELOP INNOVATIVE, LOW-COST INTERVENTIONS TO IMPROVE THE EFFECTIVENESS OF SOCIAL PROGRAMS AND THE EXPERIENCES OF THE FAMILIES AND INDIVIDUALS RECEIVING THESE SERVICES. INTERVENTIONS ARE BASED ON RESEARCH FROM BEHAVIORAL SCIENCE, INCLUDING BEHAVIORAL ECONOMICS, SOCIAL PSYCHOLOGY, COGNITIVE PSYCHOLOGY, AND ORGANIZATIONAL BEHAVIOR. PROBLEMS TACKLED BY THE CENTER ADDRESS RELEVANT POLICIES IN HUMAN SERVICES PROGRAMS, EDUCATIONAL SETTINGS, AND EMPLOYMENT TRAINING PROGRAMS. USING A DIAGNOSTIC METHODOLOGY TO IDENTIFY OPPORTUNITIES MOST AMENABLE TO LIGHT-TOUCH, HIGH-IMPACT INTERVENTIONS, CABS DESIGNS INTERVENTIONS AND TESTS THEIR IMPACT THROUGH EXPERIMENTATION AND PROVIDES TECHNICAL ASSISTANCE TO SOCIAL SERVICE AGENCIES IMPLEMENTING SUCH APPROACHES.CENTER FOR DATA INSIGHTSACROSS THE SOCIAL SECTOR, GOVERNMENT AGENCIES, EDUCATIONAL INSTITUTIONS, AND NONPROFIT ORGANIZATIONS ARE ALL BENEFITING FROM GREATER ACCESS BOTH TO MORE DETAILED AND FREQUENT DATA AND TO A VARIETY OF OPTIONS FOR INCREASED COMPUTING POWER. WITH DATA-SCIENCE TOOLS AND GUIDANCE IN APPLYING THEM, PRACTITIONERS CAN HARNESS MULTIPLE SOURCES OF DATA TO GAIN NEW INSIGHTS ABOUT THE INDIVIDUALS THEY SERVE, THE CONTEXTS IN WHICH THEY OPERATE, THEIR STAFF MEMBERS, AND THEIR PROGRAM FEATURES. WHEN SUCH TOOLS ARE INCORPORATED INTO DAILY OPERATIONS IN A RESPONSIBLE WAY, THEY CAN HELP PRACTITIONERS IMPROVE THEIR PROGRAMS AND THE LIVES OF THOSE THEY SERVE.WITH THE LAUNCH OF THE MDRC CENTER FOR DATA INSIGHTS, MDRC IS FURTHERING ITS 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. THE CENTERPIECE OF CDI'S WORK IS A MAJOR FEDERAL PROJECT - THE TANF DATA INITIATIVE - WHICH WORKS WITH WELFARE AGENCIES IN BUILDING LONG-TERM STAFF CAPACITY AT THE LOCAL, STATE, AND FEDERAL LEVELS, WHILE ALSO MAKING IMMEDIATE CONTRIBUTIONS TO THE QUALITY OF TANF DATA.Desc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$21,344,289TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$1,584,166TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue$314,044TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$52,119,196TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign ActivitiesYes (1)ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document83IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee330EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members16GoverningBodyVotingMembersCnt
Independent Voting Member16IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldDCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JESUS AMADEO SR VP & CFOBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2125323200PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1200 VESEY STREET 23RD FLOORAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP102812103ZIPCd
FieldValueIRS element (for citing)
Info In Schedule O Part VIIYes (X)InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (31 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerIndHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
MARY JO BANE
CHAIR1.000.00Yes (X)$0$0$0
REBECCA BLANK
DIRECTOR1.000.00Yes (X)$0$0$0
ROBERT DENHAM
DIRECTOR1.000.00Yes (X)$0$0$0
AOIFINN DEVITT AS OF 122020
DIRECTOR1.000.00Yes (X)$0$0$0
RONALD HASKINS
DIRECTOR1.000.00Yes (X)$0$0$0
HILARY HOYNES
DIRECTOR1.000.00Yes (X)$0$0$0
JAMES H JOHNSON
DIRECTOR1.000.00Yes (X)$0$0$0
LAWRENCE KATZ
DIRECTOR1.000.00Yes (X)$0$0$0
JOHN B KING JR
DIRECTOR1.000.00Yes (X)$0$0$0
MILTON J LITTLE JRAS OF 0920
DIRECTOR1.000.00Yes (X)$0$0$0
BRIDGET TERRY LONG
DIRECTOR1.000.00Yes (X)$0$0$0
JOSH B MCGEE
DIRECTOR1.000.00Yes (X)$0$0$0
RICHARD J MURNANE
DIRECTOR1.000.00Yes (X)$0$0$0
JAN NICHOLSON
DIRECTOR1.000.00Yes (X)$0$0$0
ELOY ORTIZ OAKLEY AS OF 0920
DIRECTOR1.000.00Yes (X)$0$0$0
RUDOLPH PENNER
TREASURER1.000.00Yes (X)$0$0$0
MICHAEL ROSTER
DIRECTOR1.000.00Yes (X)$0$0$0
CECILIA ROUSE
DIRECTOR1.000.00Yes (X)$0$0$0
ROBERT SOLOW
CHAIRMAN EMERITIUS1.000.00Yes (X)$0$0$0
VIRGINIA W KNOX
PRESIDENT40.000.00$445,532$0$83,252Yes (X)
JESUS M AMADEO
SR. VICE PRESIDENT & CFO40.000.00$398,929$0$62,722Yes (X)
DAN J BLOOM
SR. VICE PRESIDENT & DIR. PRED40.000.00$272,662$0$71,157Yes (X)
SHARON ROWSER
VICE PRESIDENT & DEP. DIR PRED40.000.00$222,064$0$49,466Yes (X)
ROSE KOB AS OF 022020
VICE PRESIDENT & GENERAL CNSEL40.000.00$182,412$0$381Yes (X)
JAMES A RICCIO
POLICY AREA DIRECTOR40.000.00$233,609$0$42,326Yes (X)
PATRICIA WEISS
HR DIRECTOR40.000.00$198,935$0$64,658Yes (X)
CHARLES MICHALOPOULOS
CHIEF ECONOMIST40.000.00$229,588$0$32,226Yes (X)
JOHN HUTCHINS
COMMUNICATIONS DIRECTOR40.000.00$204,689$0$43,385Yes (X)
CAROLYN HILL
SENIOR FELLOW40.000.00$188,127$0$58,668Yes (X)
FREDERICK DOOLITTLE
SENIOR FELLOW24.000.00$142,611$0$54,883Yes (X)
BARBARA GOLDMAN
VP, DIR DEPLOYMENT & ACCOUNTABILITY40.000.00$209,943$0$29,124Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$2,929,101TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$592,248TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K89IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (1)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
MATHEMATICA POLICY RESEARCH INC
600 ALEXANDER PARKPRINCETONNJ08543RESEARCH SUBCONTRACT$2,690,124
MEF ASSOCIATES
CANAL CENTER PLAZAALEXANDRIAVA22314RESEARCH SUBCONTRACT$1,639,592
ABT ASSOCIATES INC
10 FAWCETT STREETCAMBRIDGEMA02138RESEARCH SUBCONTRACT$1,300,539
RTI INTERNATIONAL
PO BOX 900002RALEIGHNC27675RESEARCH SUBCONTRACT$1,183,758
KL SOFTWARE TECHNOLOGIES
225 W 35TH ST STE 1206NEW YORKNY10001RESEARCH SUBCONTRACT$870,202
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K41CntrctRcvdGreaterThan100KCnt
Government Grants$37,684,938GovernmentGrantsAmt
All Other Contributions$24,783,244AllOtherContributionsAmt
Total Contributions$62,468,182TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescMANAGEMENT FEESDesc
Business900090BusinessCd
Total Revenue Column$1,312,280TotalRevenueColumnAmt
Related Or Exempt Func Income$1,312,280RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$1,312,280TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,257,109TotalRevenueColumnAmt
Unrelated Business Revenue$56,153UnrelatedBusinessRevenueAmt
Exclusion$1,200,956ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$38,827,602SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$38,285,437SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$542,165SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$542,165TotalRevenueColumnAmt
Exclusion$542,165ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$65,579,736TotalRevenueColumnAmt
Related Or Exempt Func Income$1,312,280RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$56,153UnrelatedBusinessRevenueAmt
Exclusion$1,743,121ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$3,925,358TotalAmt
Program Services$3,925,358ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$1,788,577TotalAmt
Program Services$1,305,477ProgramServicesAmt
Management And General$482,535ManagementAndGeneralAmt
Fundraising$565FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$436,562TotalAmt
Program Services$318,645ProgramServicesAmt
Management And General$117,779ManagementAndGeneralAmt
Fundraising$138FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$25,833,644TotalAmt
Program Services$18,872,754ProgramServicesAmt
Management And General$6,952,754ManagementAndGeneralAmt
Fundraising$8,136FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$1,656,244TotalAmt
Program Services$1,219,152ProgramServicesAmt
Management And General$436,581ManagementAndGeneralAmt
Fundraising$511FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$4,931,491TotalAmt
Program Services$3,630,044ProgramServicesAmt
Management And General$1,299,927ManagementAndGeneralAmt
Fundraising$1,520FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$1,907,221TotalAmt
Program Services$1,403,895ProgramServicesAmt
Management And General$502,738ManagementAndGeneralAmt
Fundraising$588FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$276,296TotalAmt
Program Services$68,075ProgramServicesAmt
Management And General$208,221ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$568,907TotalAmt
Management And General$568,907ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$204,183TotalAmt
Management And General$204,183ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$58,122TotalAmt
Program Services$47,239ProgramServicesAmt
Management And General$10,883ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$3,459,892TotalAmt
Program Services$3,352,574ProgramServicesAmt
Management And General$105,845ManagementAndGeneralAmt
Fundraising$1,473FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$3,192,459TotalAmt
Program Services$2,568,052ProgramServicesAmt
Management And General$624,407ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$316,220TotalAmt
Program Services$188,249ProgramServicesAmt
Management And General$127,971ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$183,534TotalAmt
Program Services$33,314ProgramServicesAmt
Management And General$150,220ManagementAndGeneralAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$246TotalAmt
Management And General$246ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$735,124TotalAmt
Program Services$537,042ProgramServicesAmt
Management And General$197,850ManagementAndGeneralAmt
Fundraising$232FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$268,826TotalAmt
Program Services$196,391ProgramServicesAmt
Management And General$72,350ManagementAndGeneralAmt
Fundraising$85FundraisingAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
SUBCONTRACTOR EXPENSES$12,149,594$10,690,120$1,459,366$108
SURVEY EXPENSES$2,136,495$2,136,495
PARTICIPANT INCENTIVES$151,382$151,202$180

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$1,845,915TotalAmt
Program Services$1,475,118ProgramServicesAmt
Management And General$370,740ManagementAndGeneralAmt
Fundraising$57FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$66,026,292TotalAmt
Program Services$52,119,196ProgramServicesAmt
Management And General$13,893,683ManagementAndGeneralAmt
Fundraising$13,413FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$1,291,209BOYAmt
EOY$7,487,466EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$21,778,491BOYAmt
EOY$22,916,476EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$15,685,171BOYAmt
EOY$20,904,057EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$1,130,699BOYAmt
EOY$1,148,789EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$13,023,722LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$4,745,055LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$8,734,549BOYAmt
EOY$8,278,667EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$49,341,495BOYAmt
EOY$42,243,716EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$12,184,790BOYAmt
EOY$13,311,213EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$2,407,940BOYAmt
EOY$2,259,207EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$112,554,344BOYAmt
EOY$118,549,591EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$10,212,247BOYAmt
EOY$8,732,119EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$12,320,784BOYAmt
EOY$11,410,374EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$9,379,326BOYAmt
EOY$13,636,252EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$31,912,357BOYAmt
EOY$33,778,745EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$56,017,118BOYAmt
EOY$59,477,109EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$24,624,869BOYAmt
EOY$25,293,737EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$80,641,987BOYAmt
EOY$84,770,846EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$112,554,344BOYAmt
EOY$118,549,591EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$446,556ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$4,575,415NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit RequiredYes (1)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (1)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$60,427,127CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$62,938,410CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$65,542,615CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$67,945,664CurrentTaxYearMinus1YearAmt
Current Tax Year$62,468,182CurrentTaxYearAmt
Total$319,321,998TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$60,427,127CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$62,938,410CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$65,542,615CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$67,945,664CurrentTaxYearMinus1YearAmt
Current Tax Year$62,468,182CurrentTaxYearAmt
Total$319,321,998TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$21,500,712SubstantialContributorsTotAmt
Public Support Total170$297,821,286PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,417,747CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,567,329CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,720,168CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,936,600CurrentTaxYearMinus1YearAmt
Current Tax Year$1,209,689CurrentTaxYearAmt
Total$7,851,533TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year$82,159CurrentTaxYearMinus1YearAmt
Current Tax Year$56,153CurrentTaxYearAmt
Total$138,312TotalAmt
FieldValueIRS element (for citing)
Total Support$327,311,843TotalSupportAmt
Gross Receipts Rltd Activities$7,942,655GrossReceiptsRltdActivitiesAmt
Public Support CY1700.90990PublicSupportCY170Pct
Public Support PY1700.93370PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$38,628,656BeginningYearBalanceAmt
Investment Earnings Or Losses$5,404,557InvestmentEarningsOrLossesAmt
Other Expenditures$1,439,581OtherExpendituresAmt
End Year Balance$42,593,632EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$35,338,197BeginningYearBalanceAmt
Investment Earnings Or Losses$5,324,803InvestmentEarningsOrLossesAmt
Other Expenditures$2,034,344OtherExpendituresAmt
End Year Balance$38,628,656EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$37,465,989BeginningYearBalanceAmt
Investment Earnings Or Losses-$851,877InvestmentEarningsOrLossesAmt
Other Expenditures$1,275,915OtherExpendituresAmt
End Year Balance$35,338,197EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$32,880,037BeginningYearBalanceAmt
Investment Earnings Or Losses$4,979,020InvestmentEarningsOrLossesAmt
Other Expenditures$393,068OtherExpendituresAmt
End Year Balance$37,465,989EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$31,905,254BeginningYearBalanceAmt
Investment Earnings Or Losses$1,347,027InvestmentEarningsOrLossesAmt
Other Expenditures$372,244OtherExpendituresAmt
End Year Balance$32,880,037EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.40620BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.21010PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.38370TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$12,249,472OtherCostOrOtherBasisAmt
Depreciation$4,015,080DepreciationAmt
Book Value$8,234,392BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$774,250OtherCostOrOtherBasisAmt
Depreciation$729,975DepreciationAmt
Book Value$44,275BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$8,278,667TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (4 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
MIDDLE MARKET LENDING$4,683,041F
REAL ASSETS (LIMITED PSHIPS)$968,931F
EQUITY LONG/SHORT$6,764,989F
PRIVATE EQUITY$894,252F
FieldValueIRS element (for citing)
Total Book Value Securities$13,311,213TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDescAmtAmt
DEFERRED RENT$7,495,687
457(B) PLAN LIABILITIES$1,492,365
PPP FORGIVENESS LOAN$4,648,200
FieldValueIRS element (for citing)
Total Liability$13,636,252TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$69,950,968TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$4,575,415NetUnrealizedGainsInvstAmt
Revenue Not Reported$4,575,415RevenueNotReportedAmt
Revenue Subtotal$65,375,553RevenueSubtotalAmt
Investment Expenses Not Incld$204,183InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$204,183RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$65,579,736TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$65,822,109TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$65,822,109ExpensesSubtotalAmt
Investment Expenses Not Incld2$204,183InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$204,183ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$66,026,292TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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 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 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.

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)

RegionRegionTxtType Of Activities ConductedTypeOfActivitiesConductedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
CENTRAL AMERICA AND THE CARIBBEANINVESTMENTS$12,416,962
EUROPE (INCLUDING ICELAND & GREENLAND)INVESTMENTS$891,207
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$13,308,169SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$13,308,169TotalSpentAmt
Transfer To Foreign CorpYes (1)TransferToForeignCorpInd
Interest In Foreign Trust0InterestInForeignTrustInd
Foreign Corp OwnershipYes (1)ForeignCorpOwnershipInd
Passive Foreign Investmest CoYes (1)PassiveForeignInvestmestCoInd
Foreign PartnershipYes (1)ForeignPartnershipInd
Boycott Countries0BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (47 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxtAddress Line2USAddress/AddressLine2Txt
ACTION FOR CHILDREN
78 JEFFERSON AVENUECOLUMBUSOH43215310820393501(C)(3)$28,747RESTRICTED PURPOSE A
ALLEGHENY COUNTY
436 GRANT STREET COURTHOUSE ROOMPITTSBURGHPA15219256001017501(C)(3)$25,000RESTRICTED PURPOSE A119
ASCEND STL INC
3520 PAGE BOULEVARDST LOUISMO63106431844396501(C)(3)$61,000RESTRICTED PURPOSE A
ATLANTIC CAPE COMMUNITY COLLEGE
5100 BLACK HORSE PIKEMAYS LANDINGNJ083302699237368159501(C)(3)$10,000RESTRICTED PURPOSE A
BAKERSFIELD COLLEGE
KERN COMMUNITY COLLEGE DISTRICTBAKERSFIELDCA93301956006644501(C)(3)$50,000RESTRICTED PURPOSE A2100 CHESTER AVENUE
CDHS STATE OF COLORADO
1575 SHERMAN STREETDENVERCO80203840644739501(C)(3)$130,000RESTRICTED PURPOSE A
CENTRAL OHIO TECHNICAL COLLEGE
1179 UNIVERSITY DRIVENEWARKOH43055310802020501(C)(3)$10,000RESTRICTED PURPOSE A
CHAFFEY COMMUNITY COLLEGE DISTRICT
5885 HAVEN AVENUERANCHO CUCAMONGACA917373002956000558501(C)(3)$50,000RESTRICTED PURPOSE A
CHILD CARE RESOURCE CENTER INC
20001 PRAIRIE STREETCHATSWORTHCA91311953081695501(C)(3)$7,906RESTRICTED PURPOSE A
CHILD360
LOS ANGELES UNIVERSAL PRESCHOOL 515LOA ANGELESCA90071223902958501(C)(3)$44,967RESTRICTED PURPOSE AS FIGUEROA STREET SUITE 900
COMMUNITY COLLEGE OF BALTIMORE
COUNTY FOUNDATION INC 7201BALTIMOREMD212373899203246676501(C)(3)$75,000RESTRICTED PURPOSE AROSSVILLE BOULEVARD
COUNTY OF FRANKLIN OHIO
373 S HIGH STREETCOLUMBUSOH43215316400067501(C)(3)$13,335RESTRICTED PURPOSE A
CREATIVE CHILD CARE INC
630 MORRISON ROAD SUITE 130GAHANNAOH43230310795403$5,204RESTRICTED PURPOSE A
CRYSTAL STAIRS INC
5110 W GOLDLEAF CIRCLE SUITE 150LOS ANGELESCA90056953510046501(C)(3)$6,800RESTRICTED PURPOSE A
ESSEX COUNTY COLLEGE
303 UNIVERSITY AVENUENEWARKNJ07102221821292501(C)(3)$50,000RESTRICTED PURPOSE A
FAMILY DEVELOPMENT SERVICES INC
3637 NORTH MERIDIAN STREETINDIANAPOLISIN46208351990571501(C)(3)$89,671RESTRICTED PURPOSE A
HOUSING AUTHORITY OF BALTIMORE CITY
417 E FAYETTE STBALTIMOREMD21202526000889501(C)(3)$746,831RESTRICTED PURPOSE A
HOUSTON HOUSING AUTHORITY
2640 FOUNTAIN VIEW DRIVEHOUSTONTX77057746001238501(C)(3)$574,155RESTRICTED PURPOSE A
IVY TECH COMMUNITY COLLEGE OF INDIANA
50 W FALL CREEK PARKWAY NORTH DRINDIANAPOLISIN46208351180631501(C)(3)$150,000RESTRICTED PURPOSE A
MADISON AREA TECHNICAL COLLEGE
PO BOX 14316MADISONWI537080316391086718501(C)(3)$10,000RESTRICTED PURPOSE A
MATRIX HUMAN SERVICES
1400 WOODBRIDGEDETROITMI48207381358015501(C)(3)$10,000RESTRICTED PURPOSE A
METROPOLITAN MILWAUKEE FAIR HOUSING COUNCIL INC
759 N MILWAUKEE STREET SUITE 500MILWAUKEEWI53202391286685501(C)(3)$170,442RESTRICTED PURPOSE A
MICHIGAN DEPARTMENT OF HEALTH AND HUMAN SERVICES
235 S GRAND AVENUE SUITE 800LANSINGMI48933386000134501(C)(3)$130,000RESTRICTED PURPOSE AFEDERAL REPORTING
MINNESOTA DEPARTMENT OF HUMAN SERVICES
POBOX 64951ST PAULMN551640951416007162501(C)(3)$100,500RESTRICTED PURPOSE A
NEW YORK STATE OFFICE OF TEMPORARY AND DISABILITY ASSISTANCE
110 STATE STREETALBANYNY12236146013200501(C)(3)$130,000RESTRICTED PURPOSE A
NJ DEPARTMENT OF HUMAN SERVICES
DIVISION OF FAMILY DEVELOPMENT POTRENTONNJ08625216000928501(C)(3)$130,000RESTRICTED PURPOSE ABOX 716
OFFICE OF CHILD SUPPORT SERVICES
CUYAHOGA JOB AND FAMILY SERVICESCLEVELANDOH44114346000817501(C)(3)$13,335RESTRICTED PURPOSE A1640 SUPERIOR AVENUE
OHIO ASSOCIATION OF COMMUNITY COLLEGES
175 SOUTH THIRD STREET SUITE 560COLUMBUSOH43215311391013501(C)(3)$15,257RESTRICTED PURPOSE A
OWENS STATE COMMUNITY COLLEGE
PO BOX 10000TOLEDOOH43699341059164501(C)(3)$60,000RESTRICTED PURPOSE A
PARALLEL EMPLOYMENT GROUP INC
6925 S 6TH STREET SUITE 300OAK CREEKWI53154391592000$25,047RESTRICTED PURPOSE A
PASSAIC COUNTY COMMUNITY COLLEGE
1 COLLEGE BOULEVARDPATERSONNJ07505221907901501(C)(3)$50,000RESTRICTED PURPOSE A
REDLANDS HIGH SCHOOL
840 E CITRUS AVENUEREDLANDSCA92374952254572501(C)(3)$5,000RESTRICTED PURPOSE A
RESEARCH FOUNDATION OF CUNY
230 WEST 41ST STREET 7TH FLOORNEW YORKNY10036131988190501(C)(3)$25,000RESTRICTED PURPOSE A
RESEARCH FOUNDATION OF CUNY
3721 FILLMORE AVENUEBROOKLYNNY11234131988190501(C)(3)$45,070RESTRICTED PURPOSE A
STARFISH FAMILY SERVICES
30000 HIVELEYINKSTERMI48141382230416501(C)(3)$10,000RESTRICTED PURPOSE A
STARK STATE COLLEGE
6200 FRANK AVE NWNORTH CANTONOH44720341055865501(C)(3)$50,000RESTRICTED PURPOSE A
STATE OF INDIANA - COMMISSION FOR HIGHER EDUCATION
101 W OHIO ST STE 550INDIANAPOLISIN46204356000158501(C)(3)$15,000RESTRICTED PURPOSE A
STATE OF MONTANA
OFFICE OF THE COMMISSIONER OFHELENAMT59601810302402501(C)(3)$15,000RESTRICTED PURPOSE AHIGHER EDUCATION 560 NORTH PARK AVE
STATE OF UTAH - DEPARTMENT OF WORKFORCES SERVICES
140 E 300 SSALT LAKE CITYUT841112305876000545501(C)(3)$130,000RESTRICTED PURPOSE A
TEACHING STRATEGIES LLC
3088 MOMENTUM PLACECHICAGOIL606895330521608039$62,077RESTRICTED PURPOSE A
TREASURER OF STATE STATE OF OHIO - ODJFS
30 E BROAD STREET 37TH FLOORCOLUMBUSOH43215311334820501(C)(3)$20,000RESTRICTED PURPOSE A
TREASURER OF VIRGINIA
DIVISION OF FINANCE 14TH FLOOR 801RICHMONDVA232192901540959533501(C)(3)$85,000RESTRICTED PURPOSE AE MAIN ST
UNITED 4 CHILDREN
1310 PAPIN STREET SUITE 100BST LOUISMO63103430953838501(C)(3)$13,568RESTRICTED PURPOSE A
UNITED WAY OF GREATER ATLANTA
100 EDGEWOOD AVENUE NEATLANTAGA30303580566194501(C)(3)$149,223RESTRICTED PURPOSE A
VIRGINIA DEPT OF SOCIAL SRV
801 EAST MAIN STREETRICHMONDVA23219540959533501(C)(3)$45,000RESTRICTED PURPOSE A
WASHINGTON STATE DSHS
P O BOX 45445OLYMPIAWA98504916001088501(C)(3)$196,521RESTRICTED PURPOSE A
YMCA OF CENTRAL OHIO
1907 LEONARD AVENUE SUITE 150COLUMBUSOH43219314379594501(C)(3)$6,990RESTRICTED PURPOSE A
FieldValueIRS element (for citing)
Total501c3 Org44Total501c3OrgCnt
Total Other Org3TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationMDRC 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.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (1)AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (12 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
VIRGINIA W KNOX
PRESIDENT$414,692$0$30,000$0$840$0$40,849$0$42,403$0$528,784$0$0$0
JESUS M AMADEO
SR. VICE PRESIDENT & CFO$352,975$0$35,000$0$10,954$0$33,497$0$29,225$0$461,651$0$0$0
DAN J BLOOM
SR. VICE PRESIDENT & DIR. PRED$249,050$0$20,000$0$3,612$0$22,114$0$49,043$0$343,819$0$0$0
JAMES A RICCIO
POLICY AREA DIRECTOR$219,259$0$7,750$0$6,600$0$18,009$0$24,317$0$275,935$0$0$0
SHARON ROWSER
VICE PRESIDENT & DEP. DIR PRED$214,417$0$0$0$7,647$0$17,756$0$31,710$0$271,530$0$0$0
PATRICIA WEISS
HR DIRECTOR$188,980$0$6,750$0$3,205$0$15,070$0$49,588$0$263,593$0$0$0
CHARLES MICHALOPOULOS
CHIEF ECONOMIST$227,186$0$250$0$2,152$0$18,706$0$13,520$0$261,814$0$0$0
JOHN HUTCHINS
COMMUNICATIONS DIRECTOR$198,597$0$4,250$0$1,842$0$15,555$0$27,830$0$248,074$0$0$0
CAROLYN HILL
SENIOR FELLOW$186,906$0$250$0$971$0$14,809$0$43,859$0$246,795$0$0$0
BARBARA GOLDMAN
VP, DIR DEPLOYMENT & ACCOUNTABILITY$202,719$0$250$0$6,974$0$15,889$0$13,235$0$239,067$0$0$0
FREDERICK DOOLITTLE
SENIOR FELLOW$137,899$0$250$0$4,462$0$9,150$0$45,733$0$197,494$0$0$0
ROSE KOB AS OF 022020
VICE PRESIDENT & GENERAL CNSEL$182,035$0$0$0$377$0$0$0$381$0$182,793$0$0$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 7FormAndLineReferenceDesc
ExplanationTHE PROCEDURES USED FOR DETERMINING BONUS PAYOUTS TO INDIVIDUALS LISTED IN THE FORM 990, PART VII, ARE DESCRIBED IN SCHEDULE O, PART VI, LINE 15 NARRATIVE.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART III, LINE 1FOUNDED IN 1974, MDRC IS A NONPROFIT, NONPARTISAN SOCIAL POLICY AND EDUCATION RESEARCH ORGANIZATION THAT IS DRIVEN BY ITS MISSION: MDRC IS DEDICATED TO LEARNING WHAT WORKS TO IMPROVE THE WELL-BEING OF LOW-INCOME PEOPLE. THROUGH OUR RESEARCH AND THE ACTIVE COMMUNICATION OF OUR FINDINGS, WE SEEK TO ENHANCE THE EFFECTIVENESS OF SOCIAL POLICIES AND PROGRAMS THAT AFFECT THE POOR. WITH A DIVERSE STAFF OF CLOSE TO 300 AND OFFICES IN NEW YORK CITY, SAN FRANCISCO THE BAY AREA, LOS ANGELES, AND WASHINGTON, DC, MDRC CARRIES OUT ITS MISSION BY MOUNTING LARGE-SCALE EVALUATIONS OF GOVERNMENT AND COMMUNITY PROGRAMS TARGETED TO PEOPLE WITH LOW INCOMES, DEVELOPING AND FIELD-TESTING PROMISING NEW APPROACHES, PROVIDING DESIGN AND IMPLEMENTATION ASSISTANCE TO BUILD BETTER PROGRAMS THAT CAN BE REPLICATED AND EXPANDED, AND WORKING TO ENSURE THAT OUR EVIDENCE INFORMS POLICY AND PRACTICE. WE HELPED PIONEER THE USE OF RANDOM ASSIGNMENT - THE SAME METHODOLOGY USED TO TEST NEW MEDICINES - IN SOCIAL POLICY RESEARCH. WORKING WITH OTHERS, MDRC IS BUILDING AN IMPORTANT BODY OF EVIDENCE ABOUT WHAT WORKS - AND DOESN'T WORK - TO ADDRESS SOME OF SOCIETY'S TOUGHEST PROBLEMS, INCLUDING THOSE THAT REFLECT THE CONTINUING RACIAL AND ECONOMIC INEQUITIES IN OUR NATION. OVER THE YEARS, MDRC HAS BROUGHT ITS COMMITMENT TO BUILDING STRONG EVIDENCE TO AN EVER-GROWING RANGE OF POLICY AREAS AND TARGET POPULATIONS. WE HAVE WORKED IN NEARLY EVERY STATE AND MOST OF THE NATION'S MAJOR CITIES. MDRC'S PROJECTS ARE ORGANIZED INTO EIGHT RESEARCH AREAS: - ECONOMIC MOBILITY, HOUSING, AND COMMUNITIES - K-12 EDUCATION - YOUTH CRIMINAL JUSTICE AND EMPLOYMENT - FAMILY WELL-BEING AND CHILD DEVELOPMENT - POST SECONDARY EDUCATION - CENTER FOR APPLIED BEHAVIORAL SCIENCE - CENTER FOR DATA INSIGHTS - INFORMATION DISSEMINATION PROGRAM DEVELOPMENT METHODOLOGY AND STRATEGIC INITIATIVES MDRC HAS WORKED DILIGENTLY OVER THE LAST SEVERAL YEARS TO STRENGTHEN OUR EXISTING PROGRAMMATIC TECHNICAL ASSISTANCE, IMPLEMENTATION RESEARCH, AND COMMUNICATIONS FUNCTIONS, WHILE BUILDING NEW CAPABILITIES IN BEHAVIORAL SCIENCE AND DATA ANALYTICS - ALL IN THE SERVICE OF IMPROVING EDUCATION AND SOCIAL PROGRAMS. EVERY PROGRAM - WHETHER ADMINISTERED BY A NONPROFIT OR A GOVERNMENT AGENCY - STRUGGLES WITH TARGETING, RECRUITING, AND ENGAGING ITS INTENDED PARTICIPANTS, AND WE ENDEAVOR TO HAVE THE TOOLS THAT CAN HELP THEM. MANY OF THE ENTITIES WITH WHICH WE WORK - WHETHER NONPROFITS OR GOVERNMENT AGENCIES - ARE EAGER TO ENGAGE OUR TWO TECHNICAL ASSISTANCE CENTERS, THE CENTER FOR APPLIED BEHAVIORAL SCIENCE AND THE CENTER FOR DATA INSIGHTS, IN ORDER TO IMPROVE THEIR SYSTEMS AND PROGRAMS. COMBINED WITH OUR DECADES OF EVIDENCE-BUILDING RESEARCH AND OPERATIONAL EXPERTISE FROM CONDUCTING AND EVALUATING DEMONSTRATION PROJECTS, MDRC NOW OFFERS "END-TO-END" RELATIONSHIPS AND SERVICES THAT INCORPORATE CLOSE ATTENTION TO THE LINKS AMONG AN INTERVENTION'S IMPLEMENTATION SYSTEM, ITS CORE ACTIVITIES, AND ITS HIGHEST PRIORITY OUTCOMES; STRONG DATA ANALYSIS; PREDICTIVE ANALYTICS; BEHAVIORAL DIAGNOSIS AND DESIGN; AND OTHER TECHNICAL ASSISTANCE SERVICES TO HELP PROGRAMS TARGET THEIR SERVICES EFFECTIVELY, IMPROVE THEIR RECRUITMENT AND ENGAGEMENT, AND DESIGN THEIR SERVICE APPROACHES TO CHANGE THE TRAJECTORIES OF THEIR PARTICIPANTS. WHAT DISTINGUISHES MDRC? DEDICATION TO LEARNING WHAT WORKS TO IMPROVE THE WELL-BEING OF FAMILIES WITH LOW INCOMES. WHEN SELECTING NEW PROJECTS, MDRC TAKES A PROACTIVE, STRATEGIC APPROACH THAT IS BASED ON AN ANALYSIS OF THE KEY ISSUES AND TRENDS IN SOCIAL POLICY AND AN ASSESSMENT OF OPPORTUNITIES TO LEARN. WE TRY TO ANSWER IMPORTANT POLICY QUESTIONS BY CONDUCTING MULTIPLE STUDIES OVER TIME, EACH BUILDING ON THE LAST, CONFIRMING WHAT HAS COME BEFORE AND ADDING NEW KNOWLEDGE. DEVOTION TO RIGOR, ACCURACY, AND INNOVATION. TO SHAPE POLICY AND PRACTICE IN THE FIELD, IT IS NOT ENOUGH TO LEARN WHAT WORKS; RESEARCH MUST LEARN HOW PROGRAMS WORK AND WHY SOME DON'T. EACH MDRC STUDY USES RIGOROUS APPROPRIATE RESEARCH DESIGN TO ASSESS WHAT DIFFERENCE A PROGRAM MAKES. WE ARE KNOWN FOR LARGE-SCALE STUDIES USING RANDOM ASSIGNMENT, BUT WE ALSO USE AN ARRAY OF QUALITATIVE METHODS - ETHNOGRAPHY, FOCUS GROUPS, CASE STUDIES ROOTED IN FIELD RESEARCH, CLASSROOM OBSERVATIONS, CASE FILE REVIEWS, AND IN-DEPTH INTERVIEWING - TO COMPLEMENT OUR QUANTITATIVE ANALYSES. WE'RE ALSO A LEADER IN METHODOLOGICAL INNOVATION, DEVELOPING AND IMPLEMENTING NEW EVALUATION DESIGNS IN REAL-WORLD CONDITIONS. RESEARCH EXPERTISE AND OPERATIONAL KNOW-HOW. EVEN THE MOST INNOVATIVE RESEARCH DESIGNS CANNOT SUBSTITUTE FOR STRONG PROGRAMS. OUR DIVERSE STAFF INCLUDES BOTH EXPERTS IN QUALITATIVE AND QUANTITATIVE RESEARCH AND EXPERIENCED MANAGERS OF PROGRAMS AND PUBLIC AGENCIES. THIS COMBINATION OF RESEARCH AND OPERATIONAL EXPERTISE HELPS IMPROVE THE PROGRAMS WE STUDY AND THAT THE REAL-WORLD TESTS WE MOUNT ANSWER THE RIGHT QUESTIONS. AS PART OF OUR MISSION TO BRING DIVERSE NEW RESEARCHERS INTO THE FIELD, WE HOST DOCTORAL FELLOWS AND MASTER'S AND UNDERGRADUATE INTERNS FROM UNDERREPRESENTED GROUPS. COMMITMENT TO CLEAR COMMUNICATION. FOR MDRC'S EVIDENCE TO MAKE A DIFFERENCE IN THE PUBLIC POLICIES AND PRACTICES THAT AFFECT LOW-INCOME PEOPLE, IT MUST REACH A BROAD AUDIENCE. WE PRODUCE CLEARLY WRITTEN RESEARCH REPORTS AS WELL AS POLICY BRIEFS, "HOW-TO" GUIDES, INFOGRAPHICS, 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; IN TESTIMONY BEFORE CONGRESS AND STATE LEGISLATURES; AT PROFESSIONAL CONFERENCES AND IN JOURNAL ARTICLES; THROUGH NEWS BULLETINS E-MAILED TO MORE THAN 16,000 PEOPLE AND ENTITIES; VIA OUR COMPREHENSIVE WEB SITE; THROUGH A SOCIAL MEDIA PRESENCE, PARTICULARLY ON FACEBOOK AND TWITTER (WITH A COMBINED 45,000 FOLLOWERS); AND THROUGH THE PROVISION OF HANDS-ON TECHNICAL ASSISTANCE TO PUBLIC AND NONPROFIT PROGRAM OPERATORS. IN RECENT YEARS, WE'VE LAUNCHED THREE BLOGS: THE IMPLEMENTATION RESEARCH INCUBATOR, REFLECTIONS ON METHODOLOGY, AND IN PRACTICE. THROUGHOUT THE YEAR, MDRC EXPERTS WRITE COMMENTARIES FOR AND ARE QUOTED IN THE MAINSTREAM AND TRADE PRESS ON THE FULL RANGE OF POLICY AREAS IN WHICH WE CONDUCT RESEARCH, INCLUDING IN THE NEW YORK TIMES, WASHINGTON POST, AND NPR, AS WELL AS IN OTHER INFLUENTIAL PUBLICATIONS LIKE THE ATLANTIC, THE HILL, AND GOVERNING MAGAZINE, AND IN A WIDE RANGE OF TRADE PUBLICATIONS AND INFLUENTIAL BLOGS. MDRC STRIVES TO MAKE SURE THAT THE LESSONS FROM ITS RESEARCH ARE IN THE HANDS OF POLICYMAKERS AND FUNDERS. WE REGULARLY BRIEF FEDERAL AGENCY OFFICIALS - INCLUDING THE OFFICE OF MANAGEMENT AND BUDGET - AND STAFF ON CAPITOL HILL AND IN THE CONGRESSIONAL RESEARCH AGENCIES ABOUT THE FINDINGS FROM OUR STUDIES, AND WE PRESENT AT NATIONAL CONFERENCES IN THE POLICY AREAS IN WHICH WE WORK. WE ALSO REACH STATE AND LOCAL POLICYMAKERS THROUGH MEMBERSHIP ORGANIZATIONS, LIKE THE NATIONAL GOVERNORS ASSOCIATION, THE NATIONAL CONFERENCE OF STATE LEGISLATURES, AND THE AMERICAN PUBLIC HUMAN SERVICES ASSOCIATION, AND WE TESTIFY BEFORE STATE LEGISLATIVE COMMITTEES. AND WE WORK WITH INFLUENTIAL THINK TANKS FROM ACROSS THE POLITICAL SPECTRUM.
FORM 990, PART III, LINE 1ACHIEVEMENTS IN 2020 LIKE EVERYONE, MDRC'S WORK AND ITS STAFF WERE AFFECTED BY 2020'S UNPRECEDENTED COVID-19 PANDEMIC. IN MARCH, OUR STAFF QUICKLY TRANSITIONED TO A VIRTUAL WORK ENVIRONMENT AND COLLABORATED WITH OUR FUNDERS AND RESEARCH ASSOCIATES TO REASSESS AND MODIFY OUR RESEARCH AND TECHNICAL ASSISTANCE PROJECTS TO RESPOND TO THE NEEDS OF THE MOMENT. BEGINNING IN SPRING OF 2020, WE LISTENED CAREFULLY TO THE MANY ORGANIZATIONS AND ENTITIES THAT WE COLLABORATE WITH ON THE GROUND - FROM LOCAL SCHOOL DISTRICTS AND NONPROFIT PROVIDERS TO LARGE GOVERNMENT AGENCIES - TO LEARN HOW WE COULD BE HELPFUL TO THEM AS THE PANDEMIC UNFOLDED. WE QUICKLY DISTILLED RELEVANT KNOWLEDGE AND EVIDENCE INTO SHORT ACTIONABLE BRIEFS THAT PROVIDE PROFILES OF PROGRAM INNOVATIONS DURING THE PANDEMIC, TIPS AND STRATEGIES FOR DELIVERING SERVICES REMOTELY, AND POLICY OPTIONS FOR RECOVERY. IN THE FALL, WE DEVELOPED A SERIES OF "IDEAS AND EVIDENCE 2021" POLICY MEMOS WITH IDEAS FOR THE NEW ADMINISTRATION AND CONGRESS IN EARLY CARE AND EDUCATION, THE CHILD TAX CREDIT, HOUSING, COMMUNITY COLLEGE, AND MORE. THROUGHOUT THE YEAR, WE PUBLISHED COMMENTARIES ABOUT USING EVIDENCE AND DATA TO ADDRESS THE CHALLENGES BROUGHT BY THE PANDEMIC, RECESSION, AND CONTINUING INEQUITIES IN SOCIETY. THEY APPEARED IN SUCH PUBLICATIONS AS GOVERNING, GOVERNMENT EXECUTIVE, THE HILL, COMMUNITY COLLEGE DAILY, AND SPOTLIGHT ON POVERTY AND OPPORTUNITY. IN THE END, 2020 WAS A YEAR OF CONTRADICTIONS. LIKE OTHERS, WE HAVE OBSERVED THAT EVEN AS NONPROFITS, PHILANTHROPY, AND PUBLIC SYSTEMS STRUGGLED TO RESPOND TO THE CRISIS, THEY ALSO PRODUCED PROMISING INNOVATIONS. BENEFIT SYSTEMS EASED ELIGIBILITY AND ENROLLMENT REQUIREMENTS; SERVICE PROVIDERS PIVOTED RAPIDLY TO VIRTUAL PROGRAM DELIVERY THAT MAY PROVE USEFUL IN THE FUTURE; AND CRIMINAL JUSTICE SYSTEMS REDUCED THEIR USE OF BAIL AND INCARCERATION. MANY OF THESE EMERGENCY REFORMS HAVE FOUND WAYS TO REDUCE INEQUITY IN WAYS THAT COULD HAVE STAYING POWER. GOING FORWARD, WE HOPE TO CONTINUE TO PROVIDE POLICYMAKERS AND PRACTITIONERS WITH PRACTICAL EVIDENCE OF WHAT WORKS TO IMPROVE THE LIVES OF INDIVIDUALS AND FAMILIES LIVING WITH LOW INCOMES THROUGH MDRC'S TWO TECHNICAL ASSISTANCE CENTERS AND SEVEN DEPARTMENTS FOCUSED ON POLICY DOMAINS.
FORM 990, PART VI, SECTION B, LINE 11B990 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 12CCONFLICT 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 15PROCESS 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 2020 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 19AVAILABILITY 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:SENIOR FELLOW, FREDERICK DOOLITTLE, IS REPORTED AS A FORMER OFFICER ON THE FORM 990 AS HE IS STILL CURRENTLY EMPLOYED BY MDRC, BUT IN A NON-OFFICER CAPACITY. 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.
COVID-19 IMPACT STATEMENTTHE PANDEMIC CAUSED BY THE SARS COV-2 VIRUS AND ITS ASSOCIATED DISEASE COVID-19 LED TO A CHANGE IN WORK PRACTICES SINCE MARCH 2020; NAMELY ALL THE WORK BEING DONE REMOTELY, WITH CONSEQUENT ADJUSTMENTS TO RESEARCH WORK RELATED TO INSTITUTIONS THAT NEEDED TO BE OPEN FOR IN-PERSON ACTIVITIES FOR THE WORK TO BE CONDUCTED. DURING THE FIRST QUARTER OF 2021, MDRC'S OFFICES WERE MADE AVAILABLE TO EMPLOYEES. MDRC CONTINUES TO MONITOR ITS INVESTMENT PORTFOLIO AND ITS LIQUIDITY AND IS ACTIVELY WORKING TO MINIMIZE ANY POTENTIAL LONG-TERM IMPACTS. MDRC IS ACTIVELY WORKING WITH ITS RESEARCH COLLABORATORS AND FUNDERS AND DOES NOT EXPECT AN ADVERSE EFFECT FROM THE PANDEMIC IN ITS FUTURE WORK. TO HELP SUSTAIN ITSELF DURING THE ECONOMIC DISRUPTION WROUGHT BY THE PANDEMIC, MDRC SOUGHT ECONOMIC ASSISTANCE FROM THE GOVERNMENT. THE PAYCHECK PROTECTION PROGRAM ESTABLISHED BY THE CARES ACT PROVIDES SMALL BUSINESSES WITH FUNDS TO PAY UP TO 24 WEEKS OF CERTAIN NECESSARY EXPENDITURES, INCLUDING PAYROLL COSTS, RENT, AND UTILITIES. MDRC RECEIVED A PAYCHECK PROTECTION PROGRAM FORGIVABLE LOAN OF $4,648,200 AND REPORTED THIS LOAN ON ITS BALANCE SHEET. THE ORGANIZATION APPLIED FOR FULL FORGIVENESS OF THE LOAN IN MAY OF 2021 AS IT MET ALL OF THE CRITERIA REQUIRED BY THE SMALL BUSINESS ADMINISTRATION TO OBTAIN FORGIVENESS. THE LOAN WILL BE RECORDED AS GOVERNMENTAL GRANT REVENUE ON THE SUCCEEDING YEAR FORM 990.

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