MDRC: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- MDRC (EIN 23-7379473)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-15
- IRS object ID
- 201843199349304084
- Schema version
- 2017v2.3
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-15T09:58:05-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANT THORNTON LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 757 THIRD AVENUE 4TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100172013 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237379473 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MDRC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % MAHENDRA BUDHRAM CONTROLLER | InCareOfNm |
| Business Name Control | MDRC | BusinessNameControlTxt |
| Phone | 2125323200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 Vesey Street 23rd Floor | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 102812103 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MAHENDRA MK BUDHRAM | PersonNm |
| Person Title | Controller | PersonTitleTxt |
| Phone | 2125323200 | PhoneNum |
| Signature | 2018-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Scott Thompsett | PreparerPersonNm |
| PTIN | P00741490 | PTIN |
| Phone | 2125990100 | PhoneNum |
| Preparation | 2018-11-15 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 209.220.136.124 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 26377520183195000010 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2018-11-15 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 4433340B08C1D7D1314EB9A67D541B78DD7BBD0E | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | F49A67012B2BD0B747B3FC8EDB4C5F33AD03E3F0 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Principal Officer | GORDON BERLIN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 Vesey Street 23rd Floor | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 102812103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $79,485,283 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.mdrc.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1974 | FormationYr |
| Legal Domicile State | DE | LegalDomicileStateCd |
| Activity Or Mission | MDRC is dedicated to improving the well- being of low-income people. Through our research, we seek to enhance the effectiveness of social policies & programs that affect the poor. | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 368 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | -$33,421 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$37,471 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $60,427,127 | PYContributionsGrantsAmt |
| CY Contributions Grants | $62,938,410 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,116,510 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,379,036 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,476,560 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,636,821 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $64,020,197 | PYTotalRevenueAmt |
| CY Total Revenue | $65,954,267 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $5,372,995 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $6,027,932 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $37,902,676 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $36,651,736 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $9,004 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $42,902,790 | PYOtherExpensesAmt |
| CY Other Expenses | $31,591,412 | CYOtherExpensesAmt |
| PY Total Expenses | $86,178,461 | PYTotalExpensesAmt |
| CY Total Expenses | $74,271,080 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$22,158,264 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$8,316,813 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $102,856,766 | TotalAssetsBOYAmt |
| Total Assets EOY | $101,295,132 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $17,622,705 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $20,315,496 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $85,234,061 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $80,979,636 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | FOUNDED 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 MORE THAN 350 AND OFFICES IN NEW YORK CITY, OAKLAND, LOS ANGELES, AND WASHINGTON, DC, MDRC CARRIES OUT ITS MISSION BY MOUNTING LARGE-SCALE EVALUATIONS OF GOVERNMENT AND COMMUNITY PROGRAMS TARGETED TO LOW-INCOME PEOPLE, DEVELOPING AND FIELD-TESTING PROMISING NEW APPROACHES, PROVIDING TECHNICAL ASSISTANCE, AND WORKING TO ENSURE THAT OUR EVIDENCE INFORMS THE DESIGN AND IMPLEMENTATION OF POLICIES AND PROGRAMS. WE HELPED PIONEER THE USE OF RANDOM ASSIGNMENT - THE SAME HIGHLY RELIABLE METHODOLOGY USED TO TEST NEW MEDICINES - IN SOCIAL POLICY RESEARCH. WORKING IN PARTNERSHIP WITH OTHERS, MDRC IS BU | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $15,991,842 | ExpenseAmt |
| Grant | $2,427,911 | GrantAmt |
| Revenue | $356,572 | RevenueAmt |
| Desc | Youth Development, Criminal Justice, and Employment MDRC 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. 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 will dramatically 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 Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $11,760,202 | ExpenseAmt |
| Grant | $52,844 | GrantAmt |
| Revenue | $557,919 | RevenueAmt |
| Desc | Family Well-Being and Children's Development Children 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. 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 partners in innovation and evidence-building. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $11,402,841 | ExpenseAmt |
| Grant | $1,077,091 | GrantAmt |
| Revenue | $225,945 | RevenueAmt |
| Desc | K-12 Education For more than 20 years, MDRC has been learning what works best to raise the academic achievement of young people who are at risk of failing. 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. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (4 entries)
| ExpenseExpenseAmt | GrantGrantAmt | RevenueRevenueAmt | DescDesc |
|---|---|---|---|
| $8,019,707 | $1,787,403 | $94,515 | Young adults and postsecondary education |
| $10,198,786 | $682,613 | $85,797 | Low-wage workers and communities |
| $4,147,871 | $70 | Information dissemination, program development | |
| $998,792 | $58,288 | Center for Applied Behavioral Sciences |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $23,365,156 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $2,470,086 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $238,600 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $62,520,041 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 114 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 368 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MAHENDRA BUDHRAM CONTROLLER | PersonNm |
| Phone | 2125323200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 VESEY STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 102812103 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (27 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| Mary Jo Bane | ||||||||
| Chair | 1.0 | 0.0 | Yes (X) | $5,000 | $0 | $0 | ||
| Ronald Haskins | ||||||||
| Director | 1.0 | 0.0 | Yes (X) | $2,000 | $0 | $0 | ||
| James H Johnson | ||||||||
| Director | 1.0 | 0.0 | Yes (X) | $2,500 | $0 | $0 | ||
| Lawrence Katz | ||||||||
| Director | 1.0 | 0.0 | Yes (X) | $2,500 | $0 | $0 | ||
| Bridget Terry Long | ||||||||
| Director | 1.0 | 0.0 | Yes (X) | $2,500 | $0 | $0 | ||
| Richard J Murnane | ||||||||
| Director | 1.0 | 0.0 | Yes (X) | $2,500 | $0 | $0 | ||
| John S Reed | ||||||||
| Director (Through 12/15/17) | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Michael Roster | ||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Cecilia Rouse | ||||||||
| Director | 1.0 | 0.0 | Yes (X) | $2,500 | $0 | $0 | ||
| Isabel Sawhill | ||||||||
| Director | 1.0 | 0.0 | Yes (X) | $2,500 | $0 | $0 | ||
| Robert Solow | ||||||||
| Chairman Emeritus | 1.0 | 0.0 | Yes (X) | $3,000 | $0 | $0 | ||
| Jan Nicholson | ||||||||
| Director | 1.0 | 0.0 | Yes (X) | $2,500 | $0 | $0 | ||
| Rudolph Penner | ||||||||
| Treasurer | 1.0 | 0.0 | Yes (X) | $2,500 | $0 | $0 | ||
| Josh B McGee | ||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Robert Denham | ||||||||
| Director | 1.0 | 0.0 | Yes (X) | $3,000 | $0 | $0 | ||
| Gordon Berlin | ||||||||
| President | 40.0 | 0.0 | $590,212 | $0 | $48,323 | Yes (X) | ||
| Jesus M Amadeo | ||||||||
| Sr. Vice President | 40.0 | 0.0 | $373,659 | $0 | $48,634 | Yes (X) | ||
| Robert J Ivry | ||||||||
| Sr. Vice President | 40.0 | 0.0 | $361,604 | $0 | $38,454 | Yes (X) | ||
| Barbara Goldman | ||||||||
| Vice President | 40.0 | 0.0 | $216,500 | $0 | $29,466 | Yes (X) | ||
| Frederick Doolittle | ||||||||
| Vice President | 40.0 | 0.0 | $248,636 | $0 | $57,631 | Yes (X) | ||
| Louise A London | ||||||||
| Board Secretary | 40.0 | 0.0 | $88,047 | $0 | $17,098 | Yes (X) | ||
| Sharon Rowser | ||||||||
| Vice President | 40.0 | 0.0 | $217,162 | $0 | $39,068 | Yes (X) | ||
| James A Riccio | ||||||||
| policy area director | 40.0 | 0.0 | $217,920 | $0 | $50,740 | Yes (X) | ||
| Charles Michalopoulos | ||||||||
| Senior Fellow | 40.0 | 0.0 | $226,975 | $0 | $32,782 | Yes (X) | ||
| Virginia W Knox | ||||||||
| policy area director | 40.0 | 0.0 | $226,068 | $0 | $53,891 | Yes (X) | ||
| Lorraine Karlen | ||||||||
| Deputy Financial Officer | 40.0 | 0.0 | $233,864 | $0 | $56,143 | Yes (X) | ||
| Dan J Bloom | ||||||||
| Policy Area Director | 40.0 | 0.0 | $219,450 | $0 | $54,628 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,253,097 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $526,858 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 95 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| mathematica policy research inc | |||||
| po box 2393 | PRINCETON | NJ | 08543 | RESEARCH SUBCONTRACT | $3,813,642 |
| abt associates | |||||
| 55 wheeler street | CAMBRIDGE | MA | 02138 | RESEARCH SUBCONTRACT | $1,224,928 |
| Decision Information Resources inc | |||||
| 2600 Southwest Freeway - Suite 900 | HOUSTON | TX | 77098 | RESEARCH SUBCONTRACT | $3,950,996 |
| M Davis and Company Inc | |||||
| 300 Market Street | PHILADELPHIA | PA | 19104 | RESEARCH SUBCONTRACT | $1,162,028 |
| MEF Associates | |||||
| Canal Center Plaza | ALEXANDRIA | VA | 22314 | RESEARCH SUBCONTRACT | $1,204,415 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 28 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $48,356,228 | GovernmentGrantsAmt |
| All Other Contributions | $14,582,182 | AllOtherContributionsAmt |
| Total Contributions | $62,938,410 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MANAGEMENT FEES | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $1,379,036 | TotalRevenueColumnAmt |
| Exclusion | $1,379,036 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,379,036 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,567,329 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$33,421 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,600,750 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $13,600,508 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $13,531,016 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $69,492 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $69,492 | TotalRevenueColumnAmt |
| Exclusion | $69,492 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $0 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $65,954,267 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$33,421 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,049,278 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,027,932 | TotalAmt |
| Program Services | $6,027,932 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,407,464 | TotalAmt |
| Program Services | $1,122,688 | ProgramServicesAmt |
| Management And General | $1,284,776 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,227,493 | TotalAmt |
| Program Services | $21,088,064 | ProgramServicesAmt |
| Management And General | $5,134,200 | ManagementAndGeneralAmt |
| Fundraising | $5,229 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,225,450 | TotalAmt |
| Program Services | $1,047,122 | ProgramServicesAmt |
| Management And General | $178,057 | ManagementAndGeneralAmt |
| Fundraising | $271 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,967,869 | TotalAmt |
| Program Services | $3,889,219 | ProgramServicesAmt |
| Management And General | $1,077,550 | ManagementAndGeneralAmt |
| Fundraising | $1,100 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,823,460 | TotalAmt |
| Program Services | $1,427,541 | ProgramServicesAmt |
| Management And General | $395,452 | ManagementAndGeneralAmt |
| Fundraising | $467 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $299,924 | TotalAmt |
| Program Services | $23,849 | ProgramServicesAmt |
| Management And General | $276,075 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $181,013 | TotalAmt |
| Management And General | $181,013 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $219,426 | TotalAmt |
| Management And General | $219,426 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $136,303 | TotalAmt |
| Program Services | $108,332 | ProgramServicesAmt |
| Management And General | $27,948 | ManagementAndGeneralAmt |
| Fundraising | $23 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,154,519 | TotalAmt |
| Program Services | $901,009 | ProgramServicesAmt |
| Management And General | $253,293 | ManagementAndGeneralAmt |
| Fundraising | $217 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,877,565 | TotalAmt |
| Program Services | $3,017,008 | ProgramServicesAmt |
| Management And General | $859,810 | ManagementAndGeneralAmt |
| Fundraising | $747 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $700,417 | TotalAmt |
| Program Services | $668,197 | ProgramServicesAmt |
| Management And General | $32,220 | ManagementAndGeneralAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57,103 | TotalAmt |
| Program Services | $44,763 | ProgramServicesAmt |
| Management And General | $12,340 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,909 | TotalAmt |
| Management And General | $2,909 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,046,733 | TotalAmt |
| Program Services | $815,965 | ProgramServicesAmt |
| Management And General | $230,575 | ManagementAndGeneralAmt |
| Fundraising | $193 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $273,532 | TotalAmt |
| Program Services | $213,228 | ProgramServicesAmt |
| Management And General | $60,254 | ManagementAndGeneralAmt |
| Fundraising | $50 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| SURVEY/DATA COLLECTION | $5,515,157 | $5,515,157 | ||
| SUBCONTRACTORS | $15,983,809 | $15,326,888 | $656,686 | $235 |
| PARTICIPANT INCENTIVES | $99,442 | $99,442 | ||
| FURNITURE & EQUIPMENT | $44,828 | $34,985 | $9,835 | $8 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,998,732 | TotalAmt |
| Program Services | $1,148,652 | ProgramServicesAmt |
| Management And General | $849,616 | ManagementAndGeneralAmt |
| Fundraising | $464 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $74,271,080 | TotalAmt |
| Program Services | $62,520,041 | ProgramServicesAmt |
| Management And General | $11,742,035 | ManagementAndGeneralAmt |
| Fundraising | $9,004 | FundraisingAmt |
Total Joint Costs TotalJointCostsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,907,378 | BOYAmt |
| EOY | $3,087,446 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,261,056 | BOYAmt |
| EOY | $1,893,311 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,106,885 | BOYAmt |
| EOY | $20,660,416 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $534,488 | BOYAmt |
| EOY | $580,149 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $10,497,718 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $9,491,353 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,411,157 | BOYAmt |
| EOY | $1,006,365 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $58,139,076 | BOYAmt |
| EOY | $60,506,290 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,291,274 | BOYAmt |
| EOY | $11,364,635 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,205,452 | BOYAmt |
| EOY | $2,196,520 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $102,856,766 | BOYAmt |
| EOY | $101,295,132 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,230,556 | BOYAmt |
| EOY | $8,805,838 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,162,947 | BOYAmt |
| EOY | $9,519,376 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,229,202 | BOYAmt |
| EOY | $1,990,282 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,622,705 | BOYAmt |
| EOY | $20,315,496 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,395,604 | BOYAmt |
| EOY | $47,501,044 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,888,457 | BOYAmt |
| EOY | $24,528,592 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,950,000 | BOYAmt |
| EOY | $8,950,000 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $85,234,061 | BOYAmt |
| EOY | $80,979,636 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $102,856,766 | BOYAmt |
| EOY | $101,295,132 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$8,316,813 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $4,062,388 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $71,884,729 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $103,229,783 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $86,282,823 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $60,427,127 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $62,938,410 | CurrentTaxYearAmt |
| Total | $384,762,872 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $71,884,729 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $103,229,783 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $86,282,823 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $60,427,127 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $62,938,410 | CurrentTaxYearAmt |
| Total | $384,762,872 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $0 | SubstantialContributorsTotAmt |
| Public Support Total170 | $384,762,872 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,065,008 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,221,246 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,454,533 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,417,747 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,567,329 | CurrentTaxYearAmt |
| Total | $6,725,863 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $391,488,735 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $9,082,801 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.93110 | PublicSupportCY170Pct |
| Public Support PY170 | 0.93188 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $32,880,037 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $4,979,020 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $393,068 | OtherExpendituresAmt |
| End Year Balance | $37,465,989 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $31,905,254 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,347,027 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $372,244 | OtherExpendituresAmt |
| End Year Balance | $32,880,037 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $32,931,824 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$696,744 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $329,826 | OtherExpendituresAmt |
| End Year Balance | $31,905,254 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $31,993,284 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,175,914 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $237,374 | OtherExpendituresAmt |
| End Year Balance | $32,931,824 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $30,199,707 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $2,937,143 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,143,566 | OtherExpendituresAmt |
| End Year Balance | $31,993,284 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.39430 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.23890 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.36680 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
| Land | LandGrp | |
| Buildings | BuildingsGrp |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $2,678,193 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $2,396,354 | DepreciationAmt |
| Book Value | $281,839 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $7,819,525 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $7,094,999 | DepreciationAmt |
| Book Value | $724,526 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Land Buildings | OtherLandBuildingsGrp | |
| Total Book Value Land Buildings | $1,006,365 | TotalBookValueLandBuildingsAmt |
| Financial Derivatives | FinancialDerivativesGrp | |
| Closely Held Equity Interests | CloselyHeldEquityInterestsGrp | |
| Total Book Value Securities | $0 | TotalBookValueSecuritiesAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DEFERRED RENT | $176,675 |
| 457(B) PLAN LIABILITIES | $1,813,607 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,990,282 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $69,797,229 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $4,062,388 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $4,062,388 | RevenueNotReportedAmt |
| Revenue Subtotal | $65,734,841 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $219,426 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $219,426 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $65,954,267 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $74,051,654 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $74,051,654 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $219,426 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $219,426 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $74,271,080 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Schedule D, Part V | 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. |
| Form 990, Schedule D, 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 I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (49 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| MORENO VALLEY UNIFIED SCHOOL | ||||||||
| 25634 Alessandro Blvd | Moreno Valley | CA | 92553 | 521770792 | 501(c)(3) | $34,555 | RESTRICTED PURPOSE AWARD | |
| LORAIN COUNTY COMM COLLEGE | ||||||||
| 1005 Abbe Road North | Elyria | OH | 44035 | 340930167 | 501(c)(3) | $275,000 | RESTRICTED PURPOSE AWARD | |
| CINCINNATI STATE TECHNICAL | ||||||||
| 3520 Central Parkway | Cincinnati | OH | 45223 | 310784054 | 501(c)(3) | $260,000 | RESTRICTED PURPOSE AWARD | |
| CUYAHOGA COMMUNITY | ||||||||
| 700 Carneie Avenue | Cleveland | OH | 44115 | 340896630 | 501(c)(3) | $275,000 | RESTRICTED PURPOSE AWARD | |
| HOUSTON HOUSING AUTHORITY | ||||||||
| 2640 Fountain View Drive | Houston | TX | 77057 | 746001238 | 501(c)(3) | $330,189 | RESTRICTED PURPOSE AWARD | |
| CHARLOTTE MECKENBURG | ||||||||
| 401 EAST 9TH STREET ROOM 107 | CHARLOTTE | NC | 28202 | 566001074 | 501(c)(3) | $11,800 | RESTRICTED PURPOSE AWARD | |
| EVERGREEN SCHOOL DISTRICT | ||||||||
| ATTN ACCOUNTING DEPT | VANCOUVER | WA | 98668 | 916001600 | 501(c)(3) | $162,466 | RESTRICTED PURPOSE AWARD | PO BOX 8910 |
| LA JOYA INDEPENDENT | ||||||||
| 201 EXPRESSWAY 83 | LA JOYA | TX | 78560 | 746001550 | 501(c)(3) | $62,375 | RESTRICTED PURPOSE AWARD | |
| MONTEBELLO UNIFIED SCHOOL | ||||||||
| 123 SOUTH MONTEBELLO BLVD | MONTEBELLO | CA | 90640 | 956002104 | 501(c)(3) | $87,384 | RESTRICTED PURPOSE AWARD | |
| NORTHWEST WISCONSIN TECH | ||||||||
| 2740 WEST MASON STREET | GREEN BAY | WI | 54307 | 391087141 | 501(c)(3) | $60,000 | RESTRICTED PURPOSE AWARD | |
| PSJA ISD (PHARR-SANJUAN) | ||||||||
| 601 E KELLY ROAD | PHARR | TX | 78577 | 746001879 | 501(c)(3) | $89,160 | RESTRICTED PURPOSE AWARD | |
| UNITED WAY OF GREATER ATLANTA | ||||||||
| 100 EDGEWOOD AVENUE NE | ATLANTA | GA | 30303 | 580566194 | 501(c)(3) | $896,035 | RESTRICTED PURPOSE AWARD | |
| VIRGINIA BEACH CITY | ||||||||
| PO BOX 6038 | VIRGINIA BEACH | VA | 23456 | 540722075 | 501(c)(3) | $97,044 | RESTRICTED PURPOSE AWARD | |
| CHILDREN'S INSTITUTE INC | ||||||||
| 2121 W TEMPLE STREET | LOS ANGELES | CA | 90026 | 951641424 | 501(c)(3) | $344,248 | RESTRICTED PURPOSE AWARD | |
| DETRIOT REGIONAL CHAMBER | ||||||||
| ONE WOODWARD AVENUE | DETRIOT | MI | 48226 | 382352462 | 501(c)(3) | $95,000 | RESTRICTED PURPOSE AWARD | SUITE 1900 |
| FOX VALLEY TECHNICAL | ||||||||
| PO BOX 2277 | APPLETON | WI | 54912 | 391087276 | 501(c)(3) | $10,000 | RESTRICTED PURPOSE AWARD | 1825 N BLUEMOUND DRIVE |
| KANAWHA INSTITUTE FOR SOC | ||||||||
| 131 Perkins Avenue | Dunbar | WV | 25064 | 550727345 | 501(c)(3) | $157,859 | RESTRICTED PURPOSE AWARD | |
| KENNESAW STATE UNIVERSITY | ||||||||
| 1000 CHASTAIN ROAD | KENNESAW | GA | 30144 | 956000925 | 501(c)(3) | $119,162 | RESTRICTED PURPOSE AWARD | |
| LAKESHORE TECHNICAL | ||||||||
| 1290 NORTH AVENUE | CLEVELAND | WI | 53015 | 391086823 | 501(c)(3) | $10,000 | RESTRICTED PURPOSE AWARD | |
| MADISON COLLEGE | ||||||||
| 1701 Wright Street | Madison | WI | 53704 | 391086718 | 501(c)(3) | $10,000 | RESTRICTED PURPOSE AWARD | |
| MICHIGAN DEPT OF HEALTH | ||||||||
| 235 S GRAND AVENUE | LANSING | MI | 48909 | 386000134 | 501(c)(3) | $86,725 | RESTRICTED PURPOSE AWARD | |
| MORAINE PARK TECHNICAL | ||||||||
| 235 NORTH NATIONAL ANENUE | FOND DU LAC | WI | 54935 | 391088212 | 501(c)(3) | $10,000 | RESTRICTED PURPOSE AWARD | |
| PASSAGES CONNECTING FATHERS | ||||||||
| PO BOX 91831 | CLEVELAND | OH | 44114 | 510455278 | 501(c)(3) | $164,218 | RESTRICTED PURPOSE AWARD | |
| RESEARCH FOUNDATION OF CUNY | ||||||||
| 3721 FILLMORE AVENUE | BROOKLYN | NY | 11234 | 131988190 | 501(c)(3) | $85,000 | RESTRICTED PURPOSE AWARD | |
| SEEDCO | ||||||||
| 22 CORLANDT STREET - 33RD FLOOR | NEW YORK | NY | 10007 | 132875743 | 501(c)(3) | $296,840 | RESTRICTED PURPOSE AWARD | |
| WEST HILLS COMMUNITY | ||||||||
| 9800 CODY STREET | COALINGA | CA | 93210 | 770323447 | 501(c)(3) | $45,000 | RESTRICTED PURPOSE AWARD | |
| ANOKA-RAMSEY COMM COLLEGE | ||||||||
| 11200 Mississippi Blvd North | Coon Rapids | MN | 55433 | 411687554 | 501(c)(3) | $25,000 | RESTRICTED PURPOSE AWARD | |
| CENTURY COLLEGE | ||||||||
| 3300 Century Avenue North | White Bear Lake | MN | 55110 | 411687554 | 501(c)(3) | $25,000 | RESTRICTED PURPOSE AWARD | |
| COLUMBUS STATE COMM COLLEGE | ||||||||
| 550 East Spring Street | Columbus | OH | 43215 | 310729591 | 501(c)(3) | $159,629 | RESTRICTED PURPOSE AWARD | |
| HOUSING AUTH OF BALTIMORE CITY | ||||||||
| 417 E Fayette Street | Baltimore | MD | 21202 | 526000889 | 501(c)(3) | $217,424 | RESTRICTED PURPOSE AWARD | |
| LAKELAND COMMUNITY COLLEGE | ||||||||
| 7700 Clocktower Drive | Kirtland | OH | 44094 | 341011011 | 501(c)(3) | $25,000 | RESTRICTED PURPOSE AWARD | |
| LONG BEACH UNIFIED SCHOOL DISTRICT | ||||||||
| 1515 Hughes Way | long Beach | CA | 90810 | 956001886 | 501(c)(3) | $37,344 | RESTRICTED PURPOSE AWARD | |
| MARION TECHNICAL COLLEGE | ||||||||
| 1467 Mt Vernon Avenue | Marion | OH | 43302 | 310798878 | 501(c)(3) | $79,473 | RESTRICTED PURPOSE AWARD | |
| MAYOR'S FUND TO ADV NYC | ||||||||
| 253 Broadway | New York | NY | 10016 | 133783906 | 501(c)(3) | $51,207 | RESTRICTED PURPOSE AWARD | |
| MINNEAPOLIS COMM AND TECH COLLEGE | ||||||||
| 1501 Hennepin Avenue | Minneapolis | MN | 55403 | 411687554 | 501(c)(3) | $25,000 | RESTRICTED PURPOSE AWARD | |
| NORMANDALE COMMUNITY COLLEGE | ||||||||
| 9700 France Avenue South | Bloomington | MN | 55431 | 411687554 | 501(c)(3) | $25,000 | RESTRICTED PURPOSE AWARD | |
| NORTH CENTRAL STATE COLLEGE | ||||||||
| 2441 Kenwood Circle | Mansfield | OH | 44906 | 341038108 | 501(c)(3) | $25,000 | RESTRICTED PURPOSE AWARD | |
| NORTH HENNEPIN COMM COLLEGE | ||||||||
| 7411 85th Avenue North | Brooklyn Park | MN | 55445 | 411687554 | 501(c)(3) | $25,000 | RESTRICTED PURPOSE AWARD | |
| NORTHWEST STATE COMM COLLEGE | ||||||||
| 22600 State Routh 34 | Archbold | OH | 43502 | 341003685 | 501(c)(3) | $25,000 | RESTRICTED PURPOSE AWARD | |
| OHIO ASSOC OF COMM COLLEGES | ||||||||
| 175 South Third Street | Columbus | OH | 43215 | 311391013 | 501(c)(3) | $55,000 | RESTRICTED PURPOSE AWARD | |
| RIO GRANDE COMM COLLEGE | ||||||||
| 218 North College Avenue | Rio Grande | OH | 45674 | 237368736 | 501(c)(3) | $25,000 | RESTRICTED PURPOSE AWARD | |
| SANTA CLARA UNIFIED SCHOOL DIST | ||||||||
| 1889 lawrence Road | Santa Clara | CA | 95051 | 770219105 | 501(c)(3) | $268,610 | RESTRICTED PURPOSE AWARD | |
| SCOTTSDALE UNIFIED SCHOOL DIST | ||||||||
| 7575 E Main Street | Scottsdale | AZ | 85251 | 866000535 | 501(c)(3) | $62,538 | RESTRICTED PURPOSE AWARD | |
| SINCLAIR COMM COLLEGE | ||||||||
| 444 West Third Street | Dayton | OH | 45402 | 310723444 | 501(c)(3) | $25,000 | RESTRICTED PURPOSE AWARD | |
| SOUTHERN STATE COMM COLLEGE | ||||||||
| 100 Hobart Drive | Hillsboro | OH | 45133 | 310858297 | 501(c)(3) | $63,934 | RESTRICTED PURPOSE AWARD | |
| STARK STATE COLLEGE | ||||||||
| 6200 Frank Avenue NW | NMorth Canton | OH | 44720 | 341055865 | 501(c)(3) | $35,000 | RESTRICTED PURPOSE AWARD | |
| THE FORTUNE SOCIETY INC | ||||||||
| 29-76 Northern Blvd | long Island City | NY | 11101 | 132645436 | 501(c)(3) | $365,820 | RESTRICTED PURPOSE AWARD | |
| VISTA DEL LAGO HIGH SCHOOL | ||||||||
| 25634 Alessandro Blvd | Moreno Valley | CA | 92553 | 521770792 | 501(c)(3) | $152,259 | RESTRICTED PURPOSE AWARD | |
| WASHINGTON STATE DSHS | ||||||||
| PO Box 45445 | Olympia | WA | 98504 | 916001088 | 115 | $31,452 | RESTRICTED PURPOSE AWARD | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 49 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I | FormAndLineReferenceDesc |
| Explanation | MDRC 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 THE 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (11 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gordon Berlin | ||||||||||||||
| President | $458,699 | $0 | $123,152 | $0 | $8,361 | $0 | $24,340 | $0 | $23,983 | $0 | $638,535 | $0 | $0 | $0 |
| Jesus M Amadeo | ||||||||||||||
| Sr. Vice President | $325,153 | $0 | $36,281 | $0 | $12,225 | $0 | $24,340 | $0 | $24,294 | $0 | $422,293 | $0 | $0 | $0 |
| Robert J Ivry | ||||||||||||||
| Sr. Vice President | $322,985 | $0 | $25,132 | $0 | $13,487 | $0 | $24,340 | $0 | $14,114 | $0 | $400,058 | $0 | $0 | $0 |
| Barbara Goldman | ||||||||||||||
| Vice President | $208,261 | $0 | $1,527 | $0 | $6,712 | $0 | $17,200 | $0 | $12,266 | $0 | $245,966 | $0 | $0 | $0 |
| Frederick Doolittle | ||||||||||||||
| Vice President | $235,894 | $0 | $6,556 | $0 | $6,186 | $0 | $21,179 | $0 | $36,452 | $0 | $306,267 | $0 | $0 | $0 |
| James A Riccio | ||||||||||||||
| policy area director | $209,660 | $0 | $5,038 | $0 | $3,222 | $0 | $17,663 | $0 | $33,077 | $0 | $268,660 | $0 | $0 | $0 |
| Charles Michalopoulos | ||||||||||||||
| Senior Fellow | $218,534 | $0 | $6,598 | $0 | $1,843 | $0 | $18,578 | $0 | $14,204 | $0 | $259,757 | $0 | $0 | $0 |
| Virginia W Knox | ||||||||||||||
| policy area director | $214,683 | $0 | $9,070 | $0 | $2,315 | $0 | $18,182 | $0 | $35,709 | $0 | $279,959 | $0 | $0 | $0 |
| Lorraine Karlen | ||||||||||||||
| Deputy Financial Officer | $223,873 | $0 | $8,544 | $0 | $1,447 | $0 | $19,679 | $0 | $36,464 | $0 | $290,007 | $0 | $0 | $0 |
| Dan J Bloom | ||||||||||||||
| Policy Area Director | $208,618 | $0 | $9,043 | $0 | $1,789 | $0 | $17,749 | $0 | $36,879 | $0 | $274,078 | $0 | $0 | $0 |
| Sharon Rowser | ||||||||||||||
| Vice President | $211,116 | $0 | $1,557 | $0 | $4,489 | $0 | $17,674 | $0 | $21,394 | $0 | $256,230 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 7 | FormAndLineReferenceDesc |
| Explanation | The 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 (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI - Policies & Procedures | 990 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. |
| PART VI, SECTION B LINE 12C | CONFLICT OF INTEREST POLICY ENFORCEMENT & MONITORING DIRECTORS AND OFFFICERS 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 A DETERMINATION REGARDING ACTION THAT SHOULD FOLLOW THE REPORTING OF AN ACTUAL OR POTENTIAL CONFLICT. 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. |
| PART VI, SECTION B LINE 15A | PROCESS 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 TWO TOP PAID OFFICERS OF THE ORGANIZATION BASED ON SURVEY INFORMATION PROVIDED TO THEM FROM BOTH INTERNAL AND EXTERNAL SOURCES. THE INDIVIDUALS ARE MESSRS BERLIN, AMADEO, AND IVRY. EACH YEAR MDRC'S HUMAN RESOURCES FUNCTION CONDUCTS A REVIEW OF FORM 990'S 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 - 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 ANY 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. IN 2015, MERCER CONSULTING WAS CONTRACTED TO CONDUCT A COMPARISON OF COMPENSATION FOR EXECUTIVES BASED ON AN ANALYSIS OF INFORMATION REPORTED ON FORMS 990. THE RESULTS OF BOTH THE IN-HOUSE AND EXTERNAL SURVEYS AND COMPARISON OF FORM 990'S FOR THOSE COMPARABLE NON-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, CHIEF FINANCIAL OFFICER, AND DEVELOPMENT & EXTERNAL AFFAIRS SENIOR VICE PRESIDENT. THE COMPENSATION OF THE PRESIDENT AND THE 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, AND FOR ONE OTHER SENIOR OFFICER. COMPENSATION FOR THE REST OF THE OFFICERS AND EMPLOYEES IS BASED ON A RECOMMENDATION BY THE PRESIDENT TO THE COMMITTEE. HIS RECOMMENDATION ESTABLISHES A MERIT AND BONUS POOL FOR THE COMING YEAR, BASED ON THE ORGANIZATION'S STANDARD PAY PRACTICE (DESCRIBED BELOW). THE PRESIDENT SETS AND APPROVES THE SALARY LEVEL AND BONUS PAYMENTS FOR OFFICERS OTHER THAN THE CHIEF FINANCIAL OFFICER AND THE DEVELOPMENT AND EXTERNAL AFFAIRS SENIOR VICE PRESIDENT, 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 HIS RECOMMENDATIONS 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 EMPLOYEES 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 LABOR 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. |
| PART VI, SECTION C LINE 19 | AVAILABILITY 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. |
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