2015-11-13T10:23:29-06:00 2014-12-31 GRANT THORNTON LLP 757 THIRD AVE 4TH FLOOR NEW YORK NY 100172013 990 2014-01-01 237379473 MDRC % LORRAINE KARLEN CONTROLLER MDRC 2125323200 16 EAST 34TH STREET 19TH FLOOR NEW YORK NY 100164326 Lorraine Karlen Controller 2125990100 2015-11-12 true Scott Thompsett P00741490 2125990100 2014 2016-04-25 22:37:26Z GORDON BERLIN 16 EAST 34th STREET 19th fl NEW YORK NY 100164326 114763635 false X www.mdrc.org X 1974 DE 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. 14 14 404 0 -29989 -31789 71884729 103229783 1751626 1934473 1496216 1504538 0 0 75132571 106668794 3272489 2272561 0 0 31969388 34389124 0 0 8367 36436161 42579379 71678038 79241064 3454533 27427730 103145080 135809694 20315863 25247804 82829217 110561890 X 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, 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 building an important body of evidence about what works - and doesn't wor false false 22184955 502000 1111289 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. Our two-generation approaches hold the most promise, as developmental theory predicts that improving outcomes for both parents and children together has more powerful effects than focusing on either generation alone. 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. For instance, 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 are running two demonstration projects in New York City, Making Pre-K Count and High 5s, that seeks to improve the math skills of preschool children and kindergartners. Finally, MDRC is the lead in the Behavioral Interventions to Advance Self-Sufficiency (BIAS) project, an unprecedented opportunity to apply and test insights about the science of decision-making in the context social assistance programs and populations supported by the Administration for Children and Families (ACF) in the U.S. Department of Health and Human Services. Selected highlights in 2014: " Managed the Making Pre-K Count demonstration in New York City, a test of an innovative math-focused intervention for preschools serving low-income children, which has influenced preschool programming of the de Blasio administration. Launched High-5s, kindergarten math clubs that will build on the preschool intervention. " Released final implementation and impact results from the Head Start CARES Project, which examined the effects and implementation of three evidence-based strategies to improve the social and emotional development of children in more than 100 Head Start centers across the country. All three had positive impacts on teacher practice and on children's social-emotional outcomes during the preschool year. " Released the final report from the Supporting Health Marriage Demonstration, which tested relationship and marriage skills programs for low-income married couples. " Continue to oversee the national evaluation of home visiting programs for the U.S. Department of Health and Human Services. Published the first annual report from the Mother and Infant Home Visiting-Strong Start Evaluation. " Continued to field tests for the Behavioral Interventions to Advance Self-Sufficiency (BIAS) Project, the first major opportunity to apply a behavioral research lens to programs that serve poor families in the United States - programs like cash assistance, child care, child support, and child welfare. " Published "Seeking Answers to Big Questions: MDRC's Portfolio in Early Childhood Education." " Was awarded a federal five-year contract to MDRC to evaluate Responsible Fatherhood programs in the Building Bridges and Bonds (B3) study. 12251933 270000 283190 Low-Wage Workers and Communities Long regarded as the premier investigator of policies to improve the lives of families on welfare, MDRC is bringing its program development skills and reputation for methodological rigor to the challenge of learning how best to improve the economic health of low-income workers and communities. In a focused portfolio of projects, we are investigating strategies to "make work pay" - providing financial supports that build a safety net around work while continuing to encourage employment - and initiatives to help low-income people find more stable jobs, advance in the labor market, and achieve long-term self-sufficiency. Our studies are among the largest and most rigorous evaluations of such interventions in the country. The concentration of poverty - and an associated lack of access to good jobs, affordable housing, quality goods and services, and economic and political resources - presents special challenges for improving the prospects of residents of low-income neighborhoods. MDRC has evaluated a number of "place-based" projects that addressed urban poverty and joblessness. Most notable of these was our Jobs-Plus initiative, one of the most ambitious employment programs ever attempted inside some of the nation's poorest inner-city housing projects. Based on the positive findings from Jobs-Plus, we are replicating the program in two cities in a Social Innovation Fund initiative with the Mayor's Fund to Advance New York City and the NYC Center for Economic Opportunity. Selected highlights from 2014: " Released interim results on Family Rewards 2.0, the revised conditional cash transfer program that we originally tested in New York City. " Conducted a national webinar on implementing Jobs-Plus, an employment program in public housing that MDRC helped develop and evaluated that is being replicated by the U.S. Department of Housing and Urban Development. " Conducting an evaluation of the federal Family Self-Sufficiency Program with at least 2,500 housing voucher holders from 18 housing authorities across the country . " Through the Center for Economic Opportunity's Social Innovation Fund Initiative, testing five innovative programs first piloted in New York City in communities around the country. Released interim findings from SaveUSA, a program to encourage low- and moderate-income tax-filers to save, which were featured in a national webinar sponsored by the Center for American Progress. " For the U.S. Department of Housing and Urban Development, conducting a rent reform demonstration for Housing Choice Voucher Programs. " Released a policy brief and an infographic on Paycheck Plus, a demonstration of an enhanced Earned Income Tax Credit (EITC) for single adults without dependent children in New York City. Gordon Berlin was featured at an American Enterprise Institute forum on the EITC. " Released the final results from MDRC's evaluation of Chicago's New Communities Program, a $10-year, $50-million initiative. " Published a research review about building evidence on financial inclusion interventions. " Launched the Subprime Lending Data Exploration project to gain a deeper understanding of the people who use alternative credit instruments, such as payday loans. 15683373 216879 454526 Health and Barriers to 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 - people with work-limiting disabilities; those with physical, mental health, or substance abuse problems; long-term welfare recipients; and reentering prisoners. MDRC has built a portfolio of projects testing innovative strategies to enhance health care services and health outcomes for low-income people, with a particular focus on services for individuals with health- and disability-related barriers to employment. At the same time, we are testing programs for ex-prisoners and low-income people who are dependent on federal disability assistance. In addition, MDRC has a growing portfolio of projects focused on disconnected youth, which includes the Youth Transition Demonstration and evaluations of YouthBuild, the National Guard Youth ChalleNGe program, and Youth Villages. The findings of our new studies as they emerge will 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. Selected highlights from 2014: " Implemented the nation's first Social Impact Bond, an innovative way to fund promising new programs at no cost to taxpayers, with the City of New York, Goldman Sachs, and Bloomberg Philanthropies. MDRC implemented a cognitive behavioral therapy program for 16- to 18-year-olds detained at New York City's Rikers Island with the goal of reducing the high recidivism rate for this population by focusing on personal responsibility education, training, and counseling. Released a report on lessons learned from the initiative's first 18 months. " For the Edna McConnell Clark Foundation's Social Innovation Fund Initiative, replicating promising programs for disconnected youth in communities around the country. " Published final documents from the TANF/SSI Disability Transition Project, which sought to better understand the relationship between the Temporary Assistance for Needy Families and Supplemental Security Income systems as it relates to welfare applicants and recipients with potential disabilities and to work closely with participating TANF agencies to develop and implement strong pilot tests targeted to that population. " Continued running two major federal projects testing enhanced models of transitional jobs programs for hard-to-employ populations, including former prisoners and noncustodial fathers. " Released the first report from our national evaluation of the YouthBuild programs. " Published a popular research review on promising models for helping high school dropouts earn their GED or other high school equivalency and move on to postsecondary education - which was also a focus of a Capitol Hill forum hosted by the American Youth Policy Forum. " Released an influential research review on what rigorous research says about education, employment and training, and second-chance programs that have positive effects for young men of color. " Dan Bloom, director of the policy area, testified before the House Ways and Means Subcommittee on Human Resources on what research says about the effectiveness of subsidized employment programs. " The first major publication from our behavioral science project with the federal Administration for Children and Families was released on a successful intervention to help incarcerated parents apply for child support. Part III, Program (d) - Other Programmatic Activities Young Adults and Postsecondary Education According to the U.S. Census Bureau, individuals who have a bachelor's degree will earn about $2.1 million over their lifetimes - about one-third more than those who start but do not complete college and nearly twice as much as those who only have a high school diploma. Additionally, college graduates are more likely to be employed: high school dropouts are five times as likely to be unemployed today as workers with degrees. Although the U.S. Department of Labor forecasts that 70 percent of all new jobs will require a postsecondary credential, 60 million adults currently lack one. Access to higher education has been greatly expanded since the mid-1960s. Unfortunately, rates of persistence and credential completion in remain distressingly low, particularly at community colleges - where only one third of all students who enter with the intention of earning a degree or certificate actually meet this goal within six years. The reasons behind this problem are myriad: some have to do with the students themselves (for instance, a lack of adequate preparation in the K-12 system and the challenge of balancing work, family, and school responsibilities) and others are the result of institutional or policy constraints (for instance, insufficient advising and financial aid, uncertainty over how to teach basic skills to adults, and constraints in course offerings and inflexible scheduling). Policymakers and the philanthropic sector have focused new efforts on increasing student persistence and achievement in postsecondary education. For example, the Obama Administration has set a goal for the nation of once again having the highest proportion of college graduates in the world by 2020, and Lumina Foundation for Education is seeking to increase the proportion of Americans with "high-quality" degrees and credentials to 60 percent by the year 2025. Since the launch of its Opening Doors Demonstration in the early 2000s, MDRC has been at the forefront of developing and evaluating strategies to help students succeed, particularly students at community colleges and nonselective four-year institutions. Selected highlights from 2014: - Published findings from MDRC's study of CUNY's innovative and comprehensive Accelerated Study in Associate Programs (ASAP), showing large effects on two-year graduation rates among developmental students, which received prominent coverage in The Atlantic and the New York Times. Launched a replication of the ASAP program at three community colleges in Ohio. Both the study and the replication were the subject of a Capitol Hill forum. - Published a how-to guide about how to develop and implement a performance-based scholarship program. - Released final results from our multiyear evaluation of the prominent Achieving the Dream initiative with community colleges around the nation. - As part of the Center for the Analysis of Postsecondary Readiness, launched a rigorous evaluation of the New Mathways Program, developed by the Dana Center at the University of Texas-Austin. - Continued our study of the Gates Foundation's signature Completion by Design Initiative. - Managed our demonstration of a new financial aid reform, Aid Like A Paycheck, which pays Pell grants incrementally. - Awarded a grant by the federal government to evaluate the City University of New York's CUNY Start, an innovative pre-matriculation program for students with significant remedial (or developmental) needs. K-12 Education For nearly 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 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. Secondary School Reform. High school dropout rates remain stubbornly high, especially for African-American and Hispanic students. And too many students who do graduate aren't ready for college and work. We have examined three prominent comprehensive high school reform interventions that have had some measure of success in improving students' outcomes: First Things First, Talent Development, and Career Academies. Our Career Academies study marked the first time that a random assignment design had been used to evaluate an ongoing high school reform initiative. The results of this study -impressive earnings effects continuing eight years after graduation - provided important lessons for the improvement and expansion of the 2,500 Career Academies 5407502 444089 43397 young adults and postsecondary edu 10448669 839593 42071 K-12 Education 2622742 INFORMATION DISSEMINATION, PROGRAM DEV 18478913 1283682 85468 68599174 true true false false false false false false true true true true false false true true true false false false false false false false false false false true false true false false false false false false false false false false false false false false false false false true 181 0 true 404 true true true false false false false false false false false false X 14 14 false false false false false false false true true false false true true true true true true true true false CA NY X LORRAINE KARLEN CONTROLLER 2125323200 16 EAST 34TH ST NEW YORK NY 100164326 Mary Jo Bane Chair 1.0 0.0 X 6700 0 0 Ronald Haskins Director 1.0 0.0 X 3700 0 0 James H Johnson Director 1.0 0.0 X 2500 0 0 Lawrence Katz Director 1.0 0.0 X 3000 0 0 Bridget Terry Long Director 1.0 0.0 X 3000 0 0 Richard J Murnane Director 1.0 0.0 X 3500 0 0 John S Reed Director 1.0 0.0 X 0 0 0 Michael Roster Director 1.0 0.0 X 0 0 0 Cecilia Rouse Director 1.0 0.0 X 3500 0 0 Isabel Sawhill Director 1.0 0.0 X 3000 0 0 Robert Solow Chairman Emeritus 1.0 0.0 X 4000 0 0 Jan Nicholson Director 1.0 0.0 X 4500 0 0 Rudolph Penner Treasurer 1.0 0.0 X 4500 0 0 Josh B McGee Director 1.0 0.0 X 0 0 0 Gordon Berlin President 35.0 0.0 X 450110 0 54964 Jesus M Amadeo Sr. Vice President 35.0 0.0 X 309554 0 54964 Robert J Ivry Sr. Vice President 35.0 0.0 X 306971 0 52082 Barbara Goldman Vice President 35.0 0.0 X 198788 0 26866 Frederick Doolittle Vice President 35.0 0.0 X 242100 0 47447 Sharon L Rowser Vice President 35.0 0.0 X 196633 0 42822 Louise A London Board Secretary 35.0 0.0 X 82373 0 4881 James A Riccio policy area director 35.0 0.0 X 199349 0 43468 Howard S Bloom chief social scientist 35.0 0.0 X 290690 0 52309 Charles Michalopoulos Senior Fellow 35.0 0.0 X 203583 0 28012 Virginia W Knox policy area director 35.0 0.0 X 197859 0 43773 Dan J Bloom Policy Area Director 35.0 0.0 X 196199 0 43381 2916109 0 494969 85 false true false mathematica policy research inc po box 2393 PRINCETON NJ 08543 RESEARCH SUBCONTRACT 1890154 abt associates 55 wheeler street CAMBRIDGE MA 02138 RESEARCH SUBCONTRACT 2723756 Decision Information Resources inc 2600 Southwest Freeway - 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PART XIV SUPPLEMENTAL INFORMATION MDRC adopted ASC 740-10 as of January 1, 2009. ASC 740-10 clarifies the accounting for uncertainy in tax positions taken or expected to be taken in a tax return, including issues relating to finanical statement recognition and measurement. This section 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 challeged 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 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. The tax years ending 2011, 2012, 2013 and 2014 are still open to audit for both federal and state purposes. The adoption of ASC 740-10 did not have a material impact on MDRC's financial statements. true BOROUGH OF MANHATTAN COMMUNITY COLLEGE FDN 199 CHAMBERS STREET NEW YORK NY 10007 510187969 501(c)(3) 21000 RESTRICTED PURPOSE Los Angeles Unifies School 333 South Beaudry Ave Los Angeles CA 90017 956001908 501(C)(3) 148709 RESTRICTED PURPOSE AWARD DC PUBLIC EDUCATION FUND 1534 14TH STREET NW WASHINGTON DC 20005 261607955 501(c)(3) 10000 RESTRICTED PURPOSE AWARD EAST BATON ROUGE PARISH 1050 SOUTH FOSTER DRIVE BATON ROUGE LA 70806 716000353 501(c)(3) 30000 RESTRICTED PURPOSE AWARD EXCEL HIGH SCHOOL 95 G STREET SOUTH BOSTON MA 02127 046001380 501(c)(3) 10000 RESTRICTED PURPOSE AWARD LILLA G FREDERICK MIDDLE SCHOOL 270 COLUMBIA ROAD DORCHESTER MA 02121 046001380 501(c)(3) 10000 RESTRICTED PURPOSE AWARD MIAMI NORLAND SENIOR HIGH SCHOOL 1050 NW 195TH STREET MIAMI FL 33169 596000572 501(c)(3) 10000 RESTRICTED PURPOSE AWARD NORTH MIAMI MIDDLE SCHOOL 700 NE 137TH STREET MIAMI FL 33161 596000572 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FL 32801 596000771 501(c)(3) 70000 RESTRICTED PURPOSE AWARD PROJECT SELF-SUFFICIENCY 127 Mill Street Newton NJ 07860 222727412 501(c)(3) 6500 RESTRICTED PURPOSE AWARD SAN JACINTO COMMUNITY 4624 Fairmont Parkway Pasadena TX 77504 746028285 501(c)(3) 158985 RESTRICTED PURPOSE AWARD SPARTANBURG REGIONAL 101 East Wood Street Spartanburg SC 29303 576000937 501(c)(3) 18500 RESTRICTED PURPOSE AWARD SQUARE ONE 1095 Main Street Springfield MA 01103 156000456 501(c)(3) 7500 RESTRICTED PURPOSE AWARD THURSTON COUNTY PUBLIC 412 Lilly Road NE Olympia WA 98506 916001375 501(c)(3) 10000 RESTRICTED PURPOSE AWARD YOUNGSTOWN METROPOLITAN 131 West Boardman Street Youngtown OH 44503 346003198 501(c)(3) 20000 RESTRICTED PURPOSE AWARD 67 SCHEDULE I 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. X X X X X false false false false false false false true false Gordon Berlin President 405754 0 40000 0 4356 0 23751 0 31213 0 505074 0 Jesus M Amadeo Sr. Vice President 292236 0 8000 0 9318 0 23751 0 31213 0 364518 0 0 Robert J Ivry Sr. Vice President 289488 0 7500 0 9983 0 23751 0 28331 0 359053 0 0 Barbara Goldman Vice President 190750 0 0 0 8038 0 15866 0 11000 0 225654 0 Frederick Doolittle Vice President 224818 0 8900 0 8382 0 20100 0 27347 0 289547 0 0 Sharon L Rowser Vice President 191411 0 0 0 5222 0 16018 0 26804 0 239455 0 James A Riccio policy area director 191682 0 5000 0 2667 0 16019 0 27449 0 242817 0 0 Howard S Bloom chief social scientist 272108 0 10000 0 8582 0 23751 0 28558 0 342999 0 Charles Michalopoulos Senior Fellow 196615 0 5000 0 1968 0 16454 0 11558 0 231595 0 0 Virginia W Knox policy area director 191682 0 5000 0 1177 0 15940 0 27833 0 241632 0 0 Dan J Bloom Policy Area Director 187789 0 7500 0 910 0 15555 0 27826 0 239580 0 0 Part I, Line 7 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. 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, Ethicspoint, 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. THE RESULTS OF BOTH THE IN-HOUSE AND EXTERNAL SURVEYS AND COMPARISON OF FORM 990S 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.