PIONEER INSTITUTE INC: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
PIONEER INSTITUTE INC (EIN 22-2632081)
Tax period
2022-10-01 to 2023-09-30
Filed
2025-10-21
IRS object ID
202512949349301406
Schema version
2022v5.0
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)
Return2025-10-21T12:00:51-05:00ReturnTs
Tax Period End2023-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN203985546PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1JOHNSON O'CONNOR FERON & CARUCCI LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1101 EDGEWATER DRIVE SUITE 210AddressLine1Txt
CityWAKEFIELDCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01880ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2022-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN222632081EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PIONEER INSTITUTE INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlPIONBusinessNameControlTxt
Phone6177232277PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1185 DEVONSHIRE ST 1101AddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02110ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMARY Z CONNAUGHTONPersonNm
Person TitleCHIEF OPERATING OFFICERPersonTitleTxt
Phone6177232277PhoneNum
Signature2025-10-21SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOSEPH GISOPreparerPersonNm
PTINP00030126PTIN
Phone7819143400PhoneNum
Preparation2025-10-21PreparationDt
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Amended ReturnYes (X)AmendedReturnInd
Principal OfficerJIM STERGIOSPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1185 DEVONSHIRE ST STE 1101AddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP021101409ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$4,549,833GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.PIONEERINSTITUTE.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1988FormationYr
Legal Domicile StateMALegalDomicileStateCd
Activity Or MissionPIONEER INSTITUTE DEVELOPS AND COMMUNICATES DYNAMIC IDEAS THAT ADVANCE PROPSERITY AND A VIBRANT CIVIC LIFE IN MASSACHUSETTS AND BEYOND.ActivityOrMissionDesc
Voting Members Governing Body23VotingMembersGoverningBodyCnt
Voting Members Independent23VotingMembersIndependentCnt
Total Employee20TotalEmployeeCnt
Total Volunteers35TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$2,670,321PYContributionsGrantsAmt
CY Contributions Grants$2,885,768CYContributionsGrantsAmt
PY Program Service Revenue$1,509,145PYProgramServiceRevenueAmt
CY Program Service Revenue$1,549,362CYProgramServiceRevenueAmt
PY Investment Income-$12,182PYInvestmentIncomeAmt
CY Investment Income$114,703CYInvestmentIncomeAmt
PY Other Revenue$6,885PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$4,174,169PYTotalRevenueAmt
CY Total Revenue$4,549,833CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$1,849,012PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$2,429,181CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$694,786CYTotalFundraisingExpenseAmt
PY Other Expenses$1,378,845PYOtherExpensesAmt
CY Other Expenses$1,635,172CYOtherExpensesAmt
PY Total Expenses$3,227,857PYTotalExpensesAmt
CY Total Expenses$4,064,353CYTotalExpensesAmt
PY Revenues Less Expenses$946,312PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$485,480CYRevenuesLessExpensesAmt
Total Assets BOY$6,530,222TotalAssetsBOYAmt
Total Assets EOY$7,478,638TotalAssetsEOYAmt
Total Liabilities BOY$153,243TotalLiabilitiesBOYAmt
Total Liabilities EOY$207,863TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$6,376,979NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$7,270,775NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionPIONEER INSTITUTE DEVELOPS AND COMMUNICATES DYNAMIC IDEAS THAT ADVANCE PROSPERITY AND A VIBRANT CIVIC LIFE IN MASSACHUSETTS AND BEYOND. PIONEER BELIEVES THAT AMERICA IS AT ITS BEST WHEN OUR CITIZENRY IS WELL-EDUCATED, COMMITTED TO LIBERTY, PERSONAL RESPONSIBILITY, AND FREE ENTERPRISE.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$818,875ExpenseAmt
Revenue$447,487RevenueAmt
DescPIONEER EDUCATION & CIVICS BUILDS ON PIONEER'S LEGACY AS A LEADER IN THE CHARTER PUBLIC SCHOOL MOVEMENT AND A CHAMPION OF GREATER ACADEMIC RIGOR IN MASSACHUSETTS' SCHOOLS TO PROMOTE EDUCATION REFORM THROUGH DATA-DRIVEN RESEARCH, LIVELY FORUMS, OPINION PIECES AND PUBLIC TESTIMONY.PIONEER PROMOTES HIGH-QUALITY ACADEMIC STANDARDS AND A PORTFOLIO OF PUBLIC AND PRIVATE SCHOOL CHOICE OPTIONS INCLUDING CHARTER SCHOOLS, REGIONAL VOCATIONAL-TECHNICAL SCHOOLS. INTER-DISTRICT SCHOOL CHOICE PROGRAMS, TAX CREDIT STRATEGIES TO INCREASE ACCESS TO PRIVATE AND PAROCHIAL EDUCATION FOR ECONOMICALLY DISADVANTAGED YOUTH AND EXPANDED VIRTUAL LEARNING PROGRAMS. THROUGH MASSWATCH, PIONEER' S SUITE OF TRANSPARENCY TOOLS, PARENTS CAN LEARN ABOUT THEIR LOCAL PUBLIC SCHOOLS AND SCHOOL DISTRICT, REVIEW THEIR PERFORMANCE, AND COMPARE THEM WITH OTHER SCHOOLS FROM ACROSS MASSACHUSETTS.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$621,980ExpenseAmt
Revenue$404,000RevenueAmt
DescPIONEERHEALTH AIMS TO REFOCUS THE MASSACHUSETTS CONVERSATION ABOUT HEALTH CARE COASTS AWAY FROM GOVERNMENT-IMPOSED SOLUTIONS TOWARD MARKET-BASED STATE REFORMS. THE CENTER'S RESEARCH AND PROGRAMS AIM TO MAKE HEALTHCARE PRICING MORE TRANSPARENT. UNDER ITS LIFE SCIENCES INITIATIVE, PIONEER EXPLORES INNOVATIVE DRUG PRICING MECHANISMS AND THE IMPACT OF ONE SIZE FITS ALL APPROACHES TO HEALTHCARE VALUE ASSESSMENTS AND REVIEWS WAYS TO ENSURE A ROBUST PIPELINE OF THERAPIES THAT ARE AFFORDABLE TO PATIENTS.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$454,385ExpenseAmt
Revenue$500RevenueAmt
DescPIONEER OPPORTUNITY SEEKS TO STRENGTHEN MASSACHUSETTS' ECONOMIC COMPETITIVENESS AND PROMOTE ECONOMIC MOBILITY THROUGH PROGRAMS THAT IMPROVE 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 IRS DATA DISCOVERY AND LABOR ANALYTICS, PUBLIC FACING ON-LINE TOOLS THAT PROVIDES POLICY-MAKERS, THE MEDIA, AND THE GENERAL PUBLIC TIMELY AND ACCURATE ECONOMIC INFORMATION AND ANALYSES. PIONEER ALSO DOES RESEARCH ON THE IMPORTANT ROLE OF IMMIGRANT ENTREPRENEURS.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (4 entries)

ExpenseExpenseAmtGrantGrantAmtRevenueRevenueAmtDescDesc
$424,874$0$463,275PIONEER LEGAL IS A NONPARTISAN PUBLIC INTEREST LAW ORGANIZATION WHOSE PURPOSE IS TO UNDERTAKE LEGAL & EDUCATIONAL EFFORTS, INCLUDING LITIGATION AND POLICY ADVOCACY TO ENABLE PEOPLE TO PROSPER AND SOCIETY TO THRIVE, IN CONNECTION WITH DEFENDING AND PROMOTING EXCELLENCE IN EDUCATIONAL OUTCOMES, TRANSPARENT AND ACCOUNTABLE GOVERNMENT, HUMANE AND ECONOMICALLY BENEFICIAL IMMIGRATION POLICIES, INCLUSIVE & EFFECTIVE TRANSPORTATION SYSTEMS, AND GENERALLY PROMOTING ECONOMIC OPPORTUNITY ACROSS NEW ENGLAND.
$139,493$0$100PIONEERPUBLIC PROMOTES MBTA & GOVERNMENTAL 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 THE SERVICE CAN BE IMPROVED AND THE COST LOWERED. USING ONLINE TRANSPARENCY AND DATA ANALYSIS TOOLS. PIONEER HAS GIVEN CITIZENS ACCESS TO PUBLIC DATA THROUGH VARIOUS DATA TOOLS UNDER THE NAME OF MASSWATCH ON ITS WEBSITE.
$92,270$0$234,000LOVETT PETERS LECTURE SERIES WAS NAMED IN HONOR OF PIONEEER'S FOUNDING CHAIRMAN, A SUCCESSFUL BUSINESS EXECUTIVE, ENTREPRENEUR, PHILANTHROPIST, AND LIFELONG PROPONENT OF HIGH QUALITY EDUCATION OPPORTUNITIES FOR CHILDREN. THE EVENT ASSEMBLES PIONEER'S CLOSEST SUPPORTERS TO ENCOURAGE AND HONOR INDIVIDUALS WHOSE VISION, THOUGHT LEADERSHIP, AND ACCOMPLISHMENTS HAVE LEFT A MARK ON THE WORLD.
$487,959$0$0PIONEER PUBLIC OUTREACH INCLUDES ALL COMMUNICATION ACTIVITIES RELATED TO SHARING OUR RESEARCH AND PROGRAMS WITH THE PUBLIC.
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$1,144,596TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$0TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue$697,375TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$3,039,836TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying ActivitiesYes (1)LobbyingActivitiesInd
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 Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
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 ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded EntityYes (1)DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document59IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee20EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
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 Members23GoverningBodyVotingMembersCnt
Independent Voting Member23IndependentVotingMemberCnt
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 Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MARY Z CONNAUGHTONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6177232277PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1185 DEVONSHIRE ST STE 1101AddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP021101409ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (28 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeIndIndividual Trustee Or DirectorIndividualTrusteeOrDirectorInd
JAMES STERGIOS
EXECUTIVE DIRECTOR40.000.00Yes (X)$376,998$0$31,673
MARY Z CONAUGHTON
CHIEF OPERATING OFFICER40.000.00$229,994$0$38,174Yes (X)
WILLIAM SMITH
DIRECTOR LIFE SCIENCES40.000.00$209,983$0$7,887Yes (X)
JAMIE GASS
DIRECTOR OF PIONEEREDUCATION40.000.00$168,012$0$36,312Yes (X)
FRANK BAILEY
PRESIDENT OF PIONEERLEGAL40.000.00$150,000$0$4,500Yes (X)
ADAM PORTNOY
DIRECTOR - CHAIRPERSON1.000.00Yes (X)$0$0$0Yes (X)
JIM JOSLIN
TREASURER1.000.00Yes (X)$0$0$0Yes (X)
PAMELA LAYTON
DIRECTOR - CLERK1.000.00Yes (X)$0$0$0Yes (X)
BRIAN BRODERICK
DIRECTOR1.000.00$0$0$0Yes (X)
MICHAEL BROWN
DIRECTOR1.000.00$0$0$0Yes (X)
GARY CAMPBELL
DIRECTOR1.000.00$0$0$0Yes (X)
FREDERICK CLIFFORD
DIRECTOR1.000.00$0$0$0Yes (X)
DREW DAVIS
DIRECTOR1.000.00$0$0$0Yes (X)
ANDREW DAVIS
DIRECTOR1.000.00$0$0$0Yes (X)
BRACKETT DENNISTON
DIRECTOR1.000.00$0$0$0Yes (X)
CHRIS DIBONAVENTURA
DIRECTOR1.000.00$0$0$0Yes (X)
CHARLES HEWITT III
DIRECTOR1.000.00$0$0$0Yes (X)
ED GLAESER
DIRECTOR1.000.00$0$0$0Yes (X)
ELLEN ROY HERZFELDER
DIRECTOR1.000.00$0$0$0Yes (X)
SARA JOHNSON
DIRECTOR1.000.00$0$0$0Yes (X)
C BRUCE JOHNSTONE
DIRECTOR1.000.00$0$0$0Yes (X)
MICHAEL KENNEALY
DIRECTOR1.000.00$0$0$0Yes (X)
MARY MYERS KAUPPILA
DIRECTOR1.000.00$0$0$0Yes (X)
M HOLT MASSEY
DIRECTOR1.000.00$0$0$0Yes (X)
MARK RICKABAUGH
DIRECTOR1.000.00$0$0$0Yes (X)
ROGER SERVISON
DIRECTOR1.000.00$0$0$0Yes (X)
BRIAN SHORTSLEEVE
DIRECTOR1.000.00$0$0$0Yes (X)
PETER WILDE
DIRECTOR1.000.00$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$1,134,987TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$118,546TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K7IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$2,885,768AllOtherContributionsAmt
Noncash Contributions$358,624NoncashContributionsAmt
Total Contributions$2,885,768TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
PIONEER EDUCATION611710$492,725$492,725
PIONEER HEALTH524298$374,000$374,000
PIONEER LEGAL LLC541100$333,275$333,275
PIONEER OPPORTUNITY611710$234,000$234,000
OUTREACH & PUBLIC COMM541900$93,121$93,121

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$22,241TotalRevenueColumnAmt
Related Or Exempt Func Income$22,241RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$1,549,362TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$114,703TotalRevenueColumnAmt
Exclusion$114,703ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$4,549,833TotalRevenueColumnAmt
Related Or Exempt Func Income$1,549,362RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$114,703ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$1,143,241TotalAmt
Program Services$947,203ProgramServicesAmt
Management And General$145,043ManagementAndGeneralAmt
Fundraising$50,995FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$905,418TotalAmt
Program Services$597,101ProgramServicesAmt
Management And General$10,603ManagementAndGeneralAmt
Fundraising$297,714FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$65,078TotalAmt
Program Services$49,946ProgramServicesAmt
Management And General$4,429ManagementAndGeneralAmt
Fundraising$10,703FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$179,475TotalAmt
Program Services$129,712ProgramServicesAmt
Management And General$14,565ManagementAndGeneralAmt
Fundraising$35,198FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$135,969TotalAmt
Program Services$105,647ProgramServicesAmt
Management And General$8,875ManagementAndGeneralAmt
Fundraising$21,447FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$22,500TotalAmt
Management And General$22,500ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$216,862TotalAmt
Program Services$208,131ProgramServicesAmt
Management And General$1,934ManagementAndGeneralAmt
Fundraising$6,797FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$190,212TotalAmt
Program Services$121,328ProgramServicesAmt
Management And General$30,231ManagementAndGeneralAmt
Fundraising$38,653FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$4,468TotalAmt
Program Services$3,229ProgramServicesAmt
Management And General$363ManagementAndGeneralAmt
Fundraising$876FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$30,684TotalAmt
Program Services$22,176ProgramServicesAmt
Management And General$2,490ManagementAndGeneralAmt
Fundraising$6,018FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$34,844TotalAmt
Program Services$23,535ProgramServicesAmt
Management And General$404ManagementAndGeneralAmt
Fundraising$10,905FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$25,460TotalAmt
Program Services$18,401ProgramServicesAmt
Management And General$2,066ManagementAndGeneralAmt
Fundraising$4,993FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
CONSULTANTS$455,277$277,299$7,179$170,799
RESEARCH$341,922$341,922
EVENTS & MEETINGS$189,740$120,515$47,426$21,799
PRINTING & PUBLICATIONS$83,616$73,691$1,329$8,596

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$39,587TotalAmt
Management And General$30,294ManagementAndGeneralAmt
Fundraising$9,293FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$4,064,353TotalAmt
Program Services$3,039,836ProgramServicesAmt
Management And General$329,731ManagementAndGeneralAmt
Fundraising$694,786FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$1,427,677BOYAmt
EOY$772,417EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$370,507BOYAmt
EOY$1,008,050EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$360,025BOYAmt
EOY$191,750EOYAmt

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$26,916BOYAmt
EOY$76,127EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$1,228,679LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$484,325LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$769,814BOYAmt
EOY$744,354EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$3,575,283BOYAmt
EOY$4,685,940EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

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

Investments Program Related InvestmentsProgramRelatedGrp

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

Intangible Assets IntangibleAssetsGrp

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

Other Assets Total OtherAssetsTotalGrp

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

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$6,530,222BOYAmt
EOY$7,478,638EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$153,243BOYAmt
EOY$207,863EOYAmt

Grants Payable GrantsPayableGrp

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

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$0BOYAmt
EOY$0EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$153,243BOYAmt
EOY$207,863EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$4,705,831BOYAmt
EOY$5,255,979EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,671,148BOYAmt
EOY$2,014,796EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$6,376,979BOYAmt
EOY$7,270,775EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$6,530,222BOYAmt
EOY$7,478,638EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$485,480ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$408,316NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

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$2,393,473CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,267,056CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,337,081CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$4,179,466CurrentTaxYearMinus1YearAmt
Current Tax Year$4,424,474CurrentTaxYearAmt
Total$17,601,550TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,393,473CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,267,056CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,337,081CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$4,179,466CurrentTaxYearMinus1YearAmt
Current Tax Year$4,424,474CurrentTaxYearAmt
Total$17,601,550TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$17,601,550PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$68,682CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$103,556CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$599,849CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year-$444,068CurrentTaxYearMinus1YearAmt
Current Tax Year$523,018CurrentTaxYearAmt
Total$851,037TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$19,196CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$6,675CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$33,641CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$6,885CurrentTaxYearMinus1YearAmt
Current Tax Year$10,656CurrentTaxYearAmt
Total$77,053TotalAmt
FieldValueIRS element (for citing)
Total Support$18,529,640TotalSupportAmt
Public Support CY1700.94990PublicSupportCY170Pct
Public Support PY1700.96830PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferencePROVIDE THE EXPLANATIONS REQUIRED BY PART II, LINE 10; PARTFormAndLineReferenceDesc
Explanation2019 19,196 SALE OF PUBLICATIONS & EVENT TICKET SALES 2020 6,675 SALE OF PUBLICATIONS & EVENT TICKET SALES 2021 33,641 SALE OF PUBLICATIONS & EVENT TICKET SALES 2022 6,885 SALE OF PUBLICATIONS & EVENT TICKET SALES & PROCEEDS FROM SHARED SERVICES AGREEMENT 2023 10,656 SALE OF PUBLICATIONS & EVENT TICKET SALES & PROCEEDS FROM SHARED SERVICES AGREEMENTExplanationTxt

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 C IRS990ScheduleC

Total Lobbying Expend TotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Grassroots Nontaxable GrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Current Year Minus3$54CurrentYearMinus3Amt
Current Year Minus2$0CurrentYearMinus2Amt
Current Year Minus1$0CurrentYearMinus1Amt
Current Year$0CurrentYearAmt
Total$54TotalAmt
FieldValueIRS element (for citing)
Lobbying Ceiling$81LobbyingCeilingAmt

Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus3$269CurrentYearMinus3Amt
Current Year Minus2$0CurrentYearMinus2Amt
Current Year Minus1$0CurrentYearMinus1Amt
Current Year$0CurrentYearAmt
Total$269TotalAmt

Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Current Year Minus3$14CurrentYearMinus3Amt
Current Year Minus2$0CurrentYearMinus2Amt
Current Year Minus1$0CurrentYearMinus1Amt
Current Year$0CurrentYearAmt
Total$14TotalAmt
FieldValueIRS element (for citing)
Grassroots Ceiling$21GrassrootsCeilingAmt

Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus3$215CurrentYearMinus3Amt
Current Year Minus2$0CurrentYearMinus2Amt
Current Year Minus1$0CurrentYearMinus1Amt
Current Year$0CurrentYearAmt
Total$215TotalAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART AND LINE NUMBER: PART II-A - LINE 1FormAndLineReferenceDesc
ExplanationPIONEER INSTITUTE DID NOT INCUR ANY LOBBYING OR POLITICAL ACTIVITY RELATED EXPENSES DURING THE FISCAL YEAR. HOWEVER, THE ORGANIZATION PREVIOUSLY ADOPTED A SECTION (H) ELECTION BY FILING FORM 5768, WHICH IS AN ONGOING ELECTION. THEREFORE IN PART IV OF FORM 990 WAS CHECKED YES.ExplanationTxt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$3,968,119BeginningYearBalanceAmt
Contributions$1,264,446ContributionsAmt
Investment Earnings Or Losses$523,018InvestmentEarningsOrLossesAmt
Grants Or Scholarships$0GrantsOrScholarshipsAmt
Other Expenditures$1,085,865OtherExpendituresAmt
Administrative Expenses$66,090AdministrativeExpensesAmt
End Year Balance$4,603,628EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$4,366,745BeginningYearBalanceAmt
Contributions$1,289,970ContributionsAmt
Investment Earnings Or Losses-$444,068InvestmentEarningsOrLossesAmt
Grants Or Scholarships$0GrantsOrScholarshipsAmt
Other Expenditures$1,244,528OtherExpendituresAmt
Administrative Expenses$0AdministrativeExpensesAmt
End Year Balance$3,968,119EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$3,267,960BeginningYearBalanceAmt
Contributions$1,577,289ContributionsAmt
Investment Earnings Or Losses$599,849InvestmentEarningsOrLossesAmt
Grants Or Scholarships$0GrantsOrScholarshipsAmt
Other Expenditures$1,078,353OtherExpendituresAmt
Administrative Expenses$0AdministrativeExpensesAmt
End Year Balance$4,366,745EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,690,985BeginningYearBalanceAmt
Contributions$1,579,756ContributionsAmt
Investment Earnings Or Losses$103,556InvestmentEarningsOrLossesAmt
Grants Or Scholarships$0GrantsOrScholarshipsAmt
Other Expenditures$1,106,337OtherExpendituresAmt
Administrative Expenses$0AdministrativeExpensesAmt
End Year Balance$3,267,960EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,613,106BeginningYearBalanceAmt
Contributions$1,059,500ContributionsAmt
Investment Earnings Or Losses$68,682InvestmentEarningsOrLossesAmt
Grants Or Scholarships$0GrantsOrScholarshipsAmt
Other Expenditures$1,050,303OtherExpendituresAmt
Administrative Expenses$0AdministrativeExpensesAmt
End Year Balance$2,690,985EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.56000BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.19000PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.25000TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$992,864OtherCostOrOtherBasisAmt
Depreciation$248,510DepreciationAmt
Book Value$744,354BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$73,403OtherCostOrOtherBasisAmt
Depreciation$73,403DepreciationAmt
Book Value$0BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$162,412OtherCostOrOtherBasisAmt
Depreciation$162,412DepreciationAmt
Book Value$0BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$744,354TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$4,958,148TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$408,315NetUnrealizedGainsInvstAmt
Revenue Not Reported$408,315RevenueNotReportedAmt
Revenue Subtotal$4,549,833RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$4,549,833TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$4,064,353TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$4,064,353ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$4,064,353TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationTHE ORGANIZATION IS RECOGNIZED BY THE INTERNAL REVENUE SERVICE (IRS) AS AN ORGANIZATION DESCRIBED UNDER SECTION 501(C)(3) OF THE U.S. INTERNAL REVENUE CODE AND IS GENERALLY EXEMPT FROM FEDERAL AND STATE INCOME TAXES ON RELATED INCOME. DONORS MAY DEDUCT CONTRIBUTIONS MADE TO THE ORGANIZATION UNDER SECTIONS 170(B)(1)(A)(VI) AND (VIII) OF THE INTERNAL REVENUE CODE. THE ORGANIZATION IS REQUIRED TO FILE A RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX (FORM 990) WITH THE IRS. IN ADDITION, THE ORGANIZATION IS SUBJECT TO INCOME TAX ON NET INCOME THAT IS DERIVED FROM BUSINESS ACTIVITIES THAT ARE UNRELATED TO ITS EXEMPT PURPOSE. IN THE YEARS ENDED SEPTEMBER 30, 2022 & 2021, THE ORGANIZATION WAS NOT SUBJECT TO UNRELATED BUSINESS INCOME TAX AND IT DID NOT FILE AN EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURN (FORM 990-T) WITH THE IRS.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeYes (X)CompensationCommitteeInd
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 (5 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
JAMES STERGIOS
EXECUTIVE DIRECTOR$364,998$0$12,000$0$0$0$0$0$31,673$0$408,671$0$0$0
MARY Z CONAUGHTON
CHIEF OPERATING OFFICER$229,994$0$0$0$0$0$0$0$38,174$0$268,168$0$0$0
WILLIAM SMITH
DIRECTOR LIFE SCIENCES$209,983$0$0$0$0$0$0$0$7,887$0$217,870$0$0$0
JAMIE GASS
DIRECTOR OF PIONEEREDUCATION$168,012$0$0$0$0$0$0$0$36,312$0$204,324$0$0$0
FRANK BAILEY
PRESIDENT OF PIONEERLEGAL$150,000$0$0$0$0$0$0$0$4,500$0$154,500$0$0$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 7THE EXECUTIVE DIRECTOR'S ANNUAL COMPENSATION IS SUBJECT TO THE RECOMMENDATION OF THE STRATEGIC IMPLEMENTATION COMMITTEE ESTABLISHED BY THE BOARD, WHICH IS SUBJECT TO THE FINAL APPROVAL OF THE ENTIRE BOARD. THE COMMITTEE CONDUCTS AN ANNUAL PERFORMANCE EVALUATION RELATIVE TO CERTAIN GOALS AND KEY PERFORMANCE METRICS WHILE ALSO CONDUCTING A MARKET STUDY OF COMPENSATION DATA FOR COMPARABLE ORGANIZATIONS. BASED UPON THE ABOVE CRITERIA: THE EXECUTIVE DIRECTOR RECEIVED A BONUS OF $12,000 FOR THE TAX YEAR 12/31/22.
FORM AND LINE REFERENCE: PART - I LINE 3THE EXECUTIVE DIRECTOR'S ANNUAL COMPENSATION IS SUBJECT TO THE RECOMMENDATION OF THE STRATEGIC IMPLEMENTATION COMMITTEE ESTABLISHED BY THE BOARD, WHICH IS SUBJECT TO THE FINAL APPROVAL OF THE ENTIRE BOARD. THE COMMITTEE CONDUCTS AN ANNUAL PERFORMANCE EVALUATION RELATIVE TO CERTAIN GOALS AND KEY PERFORMANCE METRICS WHILE ALSO CONDUCTING A MARKET STUDY OF COMPENSATION DATA FOR COMPARABLE ORGANIZATIONS. DOCUMENTATION OF THE PROCESS AND THE RESULTS ARE RECORDED IN THE MINUTES OF THE COMMITTEE AND BOARD MEETINGS.

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution4ContributionCnt
Noncash Contributions Rpt F990$218,862NoncashContributionsRptF990Amt
Method Of Determining RevenuesFAIR MARKET VALUEMethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp (3 entries)

Non Cash CheckboxNonCashCheckboxIndDescDescContributionContributionCntNoncash Contributions Rpt F990NoncashContributionsRptF990AmtMethod Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)SOCIAL MEDIA ADVERTISING CREDITS1$88,121FAIR MARKET VALUE
Yes (X)PUBLIC RELATIONS4$30,000FAIR MARKET VALUE
Yes (X)FUND RAISING EVENT1$21,641FAIR MARKET VALUE
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (1)ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PAGE 1, LINE BAMENDED RETURN DESCRIPTION: THIS RETURN HAS BEEN AMENDED TO UPDATE FOR THE CORRECT TAX FILING YEAR. ORGANIZATION'S FISCAL YEAR IS FROM 10/1/22 TO 9/30/23 WAS ORIGINALLY INPUTTED IN TAX YEAR 2023. THE CORRECT TAX YEAR SHOULD BE 2022.
PART AND LINE NUMBER: PART III - GENERALPIONEER'S SUBORDINATES INCLUDE PIONEER LEGAL LLC, A MASSACHUSETTS SINGLE MEMBER LIMITED LIABILITY COMPANY WITH AN ADDRESS OF 185 DEVONSHIRE STREET, SUITE 1101, BOSTON, MA 02110.
FORM 990, PART VI, SECTION B, LINE 11BTHE PROCEDURES THAT PIONEER FOLLOWS IN THE REVIEW OF ITS FORM 990 INCLUDES THE FOLLOWING: 1) FORM 990 IS COMPLETED BY PIONEER'S AUDITORS WITH ASSISTANCE FROM MANAGEMENT, 2) THE RETURN IS REVIEWED BY MANAGEMENT AND ANY REVISIONS COMPLETED, 3) THE FORM IS SCRUTINZED BY PIONEER'S AUDIT COMMITTEE AND ANY QUESTIONS ADDRESSED BY MANAGEMENT AND/OR THE AUDITOR, 4) THE FINAL VERSION OF THE FORM 990 IS DISTRIBUTED TO MANAGEMENT, THE AUDIT COMMITTEE AND BOARD OF DIRECTORS PRIOR TO FILING WITH THE AUTHORITIES.
FORM 990, PART VI, SECTION B, LINE 12CPIONEER'S CONFLICT OF INTEREST POLICY IS CIRCULATED TO THE ORGANIZATION'S EMPLOYEES, MANAGEMENT AND THE BOARD OF DIRECTORS ANNUALLY, INCLUDING MANGAGEMENT AND THE BOARD OF DIRECTORS. RECIPIENTS ARE REQUIRED TO SIGN THE POLICY AND DISCLOSE AND POTENTIAL CONFLICTS. ADDITIONALLY, MANAGEMENT REGULARLY MONITORS VENDOR RELATIONSHIPS FOR ANY POTENTIAL CONFLICTS THROUGHOUT THE YEAR.
FORM 990, PART VI, SECTION B, LINE 15ATHE COMPENSATION OF PIONEER'S OFFICERS AND KEY EMPLOYEES IS DETERMINED IN ACCORDANCE WITH THE FOLLOWING PROCEDURES: 1) SELF-EVALUATION OF THE EIMPLOYEE IS UNDERTAKEN AND SHARED WITH MANAGEMENT, 2) AN ANNUAL PERFORMANCE EVALUATION IS UNDERTAKEN BY THE EMPLOYEE'S SUPERVISOR, OR IN THE CASE OF THE EXECUTIVE DIRECTOR, BY THE BOARD AND THE STRATEGIC IMPLEMENTATION COMMITTEE, AT WHICH POINT THEIR PERFORMANCE IS EVALUATED RELATIVE TO CERTAIN GOALS OR KEY PERFORMANCE METRICS, 3) A REVIEW OF COMPARATIVE COMPENSATION FOR SIMLAR ORGANIZATIONS IN TERMS OF SIZE, REVENUE, NUMBER OF EMPLOYEES & GEOGRAPHICAL MARKET IS UNDERTAKEN, AND 4) DOCUEMENTATION OF THE PROCEDURES AND RESULTS ARE RECORDED IN THE EMPLOYEE'S PERSONNEL FILE. THE ANNUAL COMPENSATION FOR THE EXECUTIVE DIRECTOR IS SUBJECT TO THE RECOMMENDATION OF THE STREGIC IMPLEMENTATION COMMTTEE ESTABLISHED BY THE BOARD, WHICH IS SUBJECT TO THE APPROVAL OF THE ENTIRE BOARD.
FORM 990, PART VI, SECTION C, LINE 19PIONEER MAKES THEIR AUDITED FINANCIAL STATEMENTS AND TAX RETURNS FOR THE LAST 10-YEARS ACCESSIBLE FROM ITS WEBSITE. ADDITIONALLY, THE FINANCIAL STATEMENTS AND TAX RETURNS ARE AVAILABLE UPON REQUEST, ALONG WITH THE ORGANIZATION'S BYLAWS AND CONFLICT OF INTEREST POLICY.
FORM 990, PART XII, LINE 2C:THE ORGANIZATION DID NOT CHANGE EITHER ITS OVERSIGHT PROCESS OF THE AUDIT, REVIEW, OR COMPILATION OF ITS FINANCIAL STATEMENTS OR SELECTION PROCESS FOR AN INDEPENDENT ACCOUNTANT DURING THE TAX YEAR.

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1PIONEERLEGAL LLCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1185 DEVONSHIRE STREET SUITE 1101AddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02110ZIPCd
FieldValueIRS element (for citing)
EIN874300907EIN
Primary ActivitiesPUBLIC INTEREST LAWPrimaryActivitiesTxt
Legal Domicile StateMALegalDomicileStateCd
Total Income$0TotalIncomeAmt
End Of Year Assets$259,564EndOfYearAssetsAmt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1PIONEER INSTITUTEBusinessNameLine1Txt

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