2020-02-11T06:27:09-06:00 2019-06-30 822807159 PAMELA C BOARDWAY CPA PC 27 CONGRESS STREET SUITE 103 SALEM MA 01970 990 2018-07-01 231605455 MARKETING SCIENCE INSTITUTE MARK 6174912060 1000 MASSACHUSETTS AVENUE CAMBRIDGE MA 021385396 CHERYL TOTO PRESIDENT AND CEO 6174912060 2019-12-17 PAMELA C BOARDWAY CPA P00296486 9785948575 2019-12-17 70.90.109.5 2019-12-17 16:09:03 ES P FAB469D74C2FBE178B3826A87D4DD40E9271CBC5 D81413D16995EB1ECBBE4D226F01560C025B1A2D 2018 2020-09-23 17:36:50Z CHERYL TOTO 1000 MASSACHUSETTS AVENUE CAMBRIDGE MA 02138 3930077 0 X WWW.MSI.ORG X 1961 MA RESEARCH AND DISSEMINATION OF RESEARCH FINDINGS IN THE SCIENCE OF MARKETING 11 10 14 0 0 0 2288083 2265500 176493 175108 176408 231452 15273 5000 2656257 2677060 164038 213884 0 0 1574655 1468156 0 0 731994 1060410 1243832 2799103 2925872 -142846 -248812 5407305 5240815 201636 326116 5205669 4914699 X MARKETING SCIENCE INSTITUTE IS DEDICATED TO BRIDGING THE GAP BETWEEEN MARKETING SCIENCE THEORY AND BUSINESS PRACTICE. THE INSTITUTE IS A CORPORATE-MEMBERSHIP BASED ORGANIZATION WITH LEADING RESEARCHERS FROM UNIVERSITIES WORLDWIDE PARTICIPATING IN MSI RESEARCH PROGRAMS. 0 0 250502 213884 MARKETING RESEARCH PROGRAMS COVERING APPROXIMATELY TWENTY-FIVE TOPICS IN THE AREAS OF BRAND EQUITY, METRICS, MANAGING CUSTOMERS, THE ROLE OF MARKETING, RESEARCH TOOLS AND OTHER ISSUES 185680 8463 DISSEMINATION OF MARKETING KNOWLEDGE THROUGH APPROXIMATELY TWENTY-FIVE PUBLICATIONS, INCLUDING RESEARCH REPORTS, MONOGRAPHS AND BOOKS, ELECTRONIC PUBLICATIONS DISTRIBUTED VIA OUR WEBSITE, AND PRESENTATIONS AND MEETINGS OF MARKETING PRACTITIONERS 119370 166645 SPECIAL TOPIC CONFERENCES BRINGING TOGETHER LEADING ACADEMICS AND PRACTITIONERS IN THE FIELD OF MARKETING 960832 5000 GENERAL MARKETING RESEARCH EXPENSES, PRIMARILY INCLUDING THE COSTS OF PERSONNEL RESPONSIBLE FOR MANAGEMENT OF THE ORGANIZATION'S VARIOUS PROGRAM SERVICES 960832 5000 1516384 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 1 1 1 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 14 1 0 0 0 0 0 1 1 0 0 0 0 X 11 10 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 0 0 1 1 0 MA X CHERYL TOTO CEO 6174912060 1000 MASSACHUSETTS AVENUE CAMBRIDGE MA 021385396 BARBARA KAHN EXECUTIVE COMMITTEE MEMBER 1.00 X 0 0 0 SEAN BRUICH EXECUTIVE COMMITTEE MEMBER 1.00 X 0 0 0 LINDA VYTLACIL EXECUTIVE COMMITTEE MEMBER 1.00 X 0 0 0 CARL F MELA EXECUTIVE DIRECTOR 20.00 X 0 0 0 ROBERT ALT EXECUTIVE COMMITTEE MEMBER 1.00 X 0 0 0 BRIAN COOPER EXECUTIVE COMMITTEE MEMBER 1.00 X 0 0 0 CONOR MCGOVERN EXECUTIVE COMMITTEE MEMBER 1.00 X 0 0 0 MARTYN CROOK EXECUTIVE COMMITTEE MEMBER 1.00 X 0 0 0 PAMELA FORBUS EXECUTIVE COMMITTEE MEMBER 1.00 X 0 0 0 SHANNON NUTTER-WIERSBITZKY EXECUTIVE COMMITTEE MEMBER 1.00 X 0 0 0 BRIAN KOSTANTIN VP FINANCE AND PLANNING; C 40.00 X 166053 0 11920 CHERYL CRAMER-TOTO PRESIDENT AND CEO 40.00 X 267466 0 17539 EARL TAYLOR CHIEF KNOWLEDGE OFFICER 40.00 X 118228 0 26627 SUSAN KEANE EDITORIAL DIRECTOR 30.00 X 125470 0 24047 KATE GREY VICE PRESIDENT; PROGRAMMING AND CHIEF EXPERIENCE O 40.00 X 121528 0 14195 798745 0 94328 5 0 1 0 DUKE UNIVERSITY 100 FUQUA DRIVE BOX 90120 DURHAM NC 27708 EXECUTIVE DIRECTOR 150000 1 2265500 2265500 CONFERENCE FEES 541900 166645 166645 PUBLICATION SALES 511120 8463 8463 175108 147803 147803 1336666 1253017 83649 83649 83649 MISCELLANEOUS REVENUE 900099 5000 5000 5000 2677060 180108 0 231452 59398 59398 108581 108581 45905 45905 433520 88264 256992 88264 765902 389204 35082 341616 187733 87719 40462 59552 81001 37848 17458 25695 20123 20123 33280 33280 155737 155737 15201 15201 190895 85749 62441 42705 101703 74523 6047 21133 313337 207392 19263 86682 111252 49974 36390 24888 TECHNOLOGY AND COMMUNIC 112074 50343 36659 25072 PERSONNEL AGENCY FEES 71011 71011 SCHOLARS MEETING 21673 21673 STRATEGIC PLANNING 20000 20000 77546 34074 27085 16387 2925872 1516384 677494 731994 286307 596504 263000 487500 38537 42641 875517 392456 571167 483061 4192563 3581867 52711 46222 3020 3020 5407305 5240815 162095 319790 39541 6326 201636 326116 X 5205669 4914699 5205669 4914699 5407305 5240815 -248812 -12847 -29311 0 X 0 1 X 1 0 X 2907750 2319750 2280750 2288083 2265500 12061833 2907750 2319750 2280750 2288083 2265500 12061833 12061833 195474 191729 138746 160118 147803 833870 12895703 841549 0.93530 0.93750 X 599241 222575 376666 148383 75669 72714 127893 94212 33681 483061 DEFERRED CONFERENCE FEE REVENUE 6326 6326 2664213 -12847 -12847 2677060 0 2677060 2925872 0 2925872 0 2925872 1 EUROPE 0 0 PROGRAM SERVICES AWARDS, GRANTS, AND CO-SPONSORSHIP 38000 NORTH AMERICA 0 0 PROGRAM SERVICES GRANTS 6000 0 0 0 0 0 0 44000 0 44000 EUROPE- NETHERLANDS RESEARCH GRANT 7000 WIRE EUROPE- GERMANY RESEARCH GRANT 6000 WIRE RESEARCH GRANT EUROPE 3 5000 CHECK/WIRE 0 0 0 0 0 0 PART I, LINE 2: MSI'S RESEARCH GRANTS ARE MOST OFTEN STRUCTURED SO THAT THE RESEARCHER(S) RECEIVE THE AWARD PAYMENTS AT THREE OR TWO POINTS. TYPICALLY, ONE-THIRD OF THE AWARDED FUNDS ARE PROVIDED WHEN THE FORMAL RESEARCH AGREEMENT IS SIGNED. ANOTHER ONE-THIRD OF THE AWARDED FUNDS ARE PROVIDED AT THE MIDPOINT OF THE RESEARCH UPON MSI'S RECEIPT OF AN INTERIM REPORT FROM THE RESEARCHER DOCUMENTING HIS/HER PROGRESS. THE FINAL ONE-THIRD OF THE AWARDED FUNDS IS PROVIDED UPON COMPLETION OF THE RESEARCH PROJECT AND MSI'S APPROVAL OF THE FINAL RESEARCH REPORT (IN THE FORM OF AN MSI WORKING PAPER). IN INSTANCES WHERE THERE ARE TWO POINTS OF PAYMENT, ONE HALF OF THE AWARD IS PROVIDED WHEN THE FORMAL RESEARCH AGREEMENT IS SIGNED AND THE REMAINING HALF IS ISSUED UPON COMPLETION OF THE PROJECT. THE REQUIREMENTS FOR DELIVERY OF AN INTERIM REPORT AND OF A FINAL RESEARCH REPORT ALLOW MSI TO MONITOR PROGRESS AND TO PROVIDE FUNDS ONLY WHEN THE RESEARCHER'S OBLIGATIONS HAVE BEEN MET. MSI DOES NOT MONITOR ACTUAL EXPENDITURES AGAINST THE AWARDED GRANT. MSI MAINTAINS RECORDS REGARDING THE AMOUNT OF RESEARCH GRANT AWARDS. REGARDING ELIGIBILITY, MSI RESEARCH GRANTS ARE AWARDED ONLY TO QUALIFIED ACADEMIC RESEARCHERS. ACADEMIC RESEARCHERS (FACULTY MEMBERS, OR DOCTORAL STUDENTS WORKING COLLABORATIVELY WITH FACULTY ADVISORS) CAN APPLY FOR FINANCIAL SUPPORT FOR RESEARCH PROJECTS. REGARDLESS OF THE LEVEL OR TYPE OF SUPPORT REQUESTED, THE PRIMARY CRITERION FOR ACCEPTING PROPOSALS IS QUALITY. PROPROSALS ARE INTIALLY SCREENED BY A REVIEW COMMITTEE THAT MEETS MONTHLY, COMPOSED OF THE MSI RESEARCH AND EXECUTIVE DIRECTORS, ACADEMIC RESEARCH ASSOCIATES, AND PROFESSIONAL STAFF. ON OCCASSION, PROPOSALS MAY BE SENT FOR FURTHER DECISION. RESEARCHERS MAY BE ASKED TO REVISE AND RESUBMIT PROPOSALS. PROPOSALS ARE JUDGED IN TERMS OF: (1) POTENTIAL CONTRIBUTION TO PRACTICE AND THOUGHT, (2) ORIGINALITY AND INTELLECTUAL APPEAL OF THE PROPOSED RESEARCH, (3) QUALITY OF CONCEPTUAL DEVELOPMENT, (4) APPROPRIATENESS OF THE METHODOLOGY FOR THE RESEARCH, (5) FEASIBILITY OF THE RESEARCH, (6) FIT OF THE PROPOSED TOPIC WITH MSI FUNDING PRIORITIES, AND (7) QUALIFICATIONS OF THE RESEARCHERS FOR THE PROJECT. PART III, COL (C): THE DETERMINATION REGARDING THE NUMBER OF RECIPIENTS IS BASED ON ACTUAL FIGURES AND HAVE NOT BEEN ESTIMATED. 1 INDIANA UNIVERSITY 400 E 7TH ST BLOOMINGTON IN 47405 356001673 9000 GRANT REGENTS OF THE U OF CA 9500 GILMAN DR LA JOLLA CA 92093 956006144 8750 GRANT UNIVERSITY OF PITTSBURGH 116 ATWOOD STREET PITTSBURGH PA 15260 250965591 8000 GRANT 3 RESEARCH AWARDS 10 15250 RESEARCH GRANTS 40 93331 PART I, LINE 2: MSI'S RESEARCH GRANTS ARE MOST OFTEN STRUCTURED SO THAT THE RESEARCHER(S) RECEIVE THE AWARD PAYMENTS AT THREE OR TWO POINTS. TYPICALLY, ONE-THIRD OF THE AWARDED FUNDS ARE PROVIDED WHEN THE FORMAL RESEARCH AGREEMENT IS SIGNED. ANOTHER ONE-THIRD OF THE AWARDED FUNDS ARE PROVIDED AT THE MIDPOINT OF THE RESEARCH UPON MSI'S RECEIPT OF AN INTERIM REPORT FROM THE RESEARCHER DOCUMENTING HIS/HER PROGRESS. THE FINAL ONE-THIRD OF THE AWARDED FUNDS IS PROVIDED UPON COMPLETION OF THE RESEARCH PROJECT AND MSI'S APPROVAL OF THE FINAL RESEARCH REPORT (IN THE FORM OF AN MSI WORKING PAPER). IN INSTANCES WHERE THERE ARE TWO POINTS OF PAYMENT, ONE HALF OF THE AWARD IS PROVIDED WHEN THE FORMAL RESEARCH AGREEMENT IS SIGNED AND THE REMAINING HALF IS ISSUED UPON COMPLETION OF THE PROJECT. THE REQUIREMENTS FOR DELIVERY OF AN INTERIM REPORT AND A FINAL RESEARCH REPORT ALLOW MSI TO MONITOR PROGRESS AND TO PROVIDE FUNDS ONLY WHEN THE RESEARCHER'S OBLIGATIONS HAVE BEEN MET. MSI DOES NOT MONITOR ACTUAL EXPENDITURES AGAINST THE AWARDED GRANT. MSI MAINTAINS RECORDS REGARDING THE AMOUNT OF RESEARCH GRANT AWARDS. RESEARCH PROPOSALS ARE JUDGED IN TERMS OF: (1) POTENTIAL CONTRIBUTION TO PRACTICE AND THOUGHT, (2) ORIGINALITY AND INTELLECTUAL APPEAL OF THE PROPOSED RESEARCH, (3) QUALITY OF CONCEPTUAL DEVELOPMENT, (4) APPROPRIATENESS OF THE METHODOLOGY FOR THE RESEARCH, (5) FEASIBILITY OF THE RESEARCH, (6) FIT OF THE PROPOSED TOPIC WITH MSI FUNDING PRIORITIES, AND (7) QUALIFICATIONS OF THE RESEARCHERS FOR THE PROJECT. X X X 0 0 0 0 0 0 0 0 0 BRIAN KOSTANTIN VP FINANCE AND PLANNING; C 147220 0 18833 0 0 0 10653 0 1267 0 177973 0 0 0 CHERYL CRAMER-TOTO PRESIDENT AND CEO 223466 0 44000 0 0 0 4400 0 13139 0 285005 0 0 0 FORM 990, PART VI, SECTION A, LINE 4 AMENDED AND APPROVED BY-LAWS WERE APPROVED BY THE VOTING MEMBERS ON APRIL 4, 2019 FORM 990, PART VI, SECTION B, LINE 11B THE PRESIDENT/CEO AND THE DIRECTOR OF FINANCE AND ADMINISTRATION REVIEW THE 990 PRIOR TO ITS FILING. FORM 990, PART VI, SECTION B, LINE 12C MSI REVIEWS ITS POLICY ON CONFLICT OF INTERESTS AND DISCLOSURE OF CERTAIN INTERESTS ANNUALLY WITH THE COMPENSATION COMMITTEE (CC). STAFF AND EXECUTIVE COMMITTEE MEMBERS ARE REQUIRED TO COMPLETE THE INFORMATION FORMS, THAT IS INCLUDED WITH THE POLICY, ON AN ANNUAL BASIS. THESE FORMS ARE REVIEWED BY THE CC ANNUALLY. THE CC'S INFORMATION FORMS ARE REVIEWED BY THE FINANCE AND AUDIT COMMITTEE. ANY FINDINGS ARE MONITORED BY THE CC, THE COO AND THE DIRECTOR OF FINANCE AND ADMINISTRATION. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION COMMITTEE (CC) IS RESPONSIBLE FOR DETERMINING COMPENSATION LEVELS FOR KEY EMPLOYEES. THE CC WILL MEET AT LEAST ANNUALLY TO REVIEW PERFORMANCE OF MSI'S KEY EMPLOYEES. THE CC COLLECTS INPUT FROM MEMBERS OF THE EXECUTIVE COMMITTEE AND FACTORS MARKET CONDITIONS AND TRENDS IN DETERMINING APPROPRIATE COMPENSATION LEVELS. FORM 990, PART VI, SECTION C, LINE 19 NO DOCUMENTS AVAILABLE TO THE PUBLIC.