MDRC: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- MDRC (EIN 23-7379473)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-01
- IRS object ID
- 201313059349300216
- Schema version
- 2012v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-01T10:09:47-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANT THORNTON LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 666 THIRD AVENUE | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 100174057 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237379473 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MDRC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % LORRAINE KARLEN CONTROLLER | InCareOfName |
| Name Control | MDRC | NameControl |
| Phone | 2125323200 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16 EAST 34TH STREET 19TH FLOOR | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 100164326 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | jesus M Amadeo | Name |
| Title | senior vice president | Title |
| Phone | 2125323200 | Phone |
| Date Signed | 2013-10-18 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2125990100 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | GORDON BERLIN | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16 EAST 34th STREET 19th fl | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 100164326 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 68160973 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.mdrc.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1974 | YearFormation |
| State Legal Domicile | DE | StateLegalDomicile |
| Activity Or Mission Description | mdrc is dedicated to learning what works to improve the well-being of low income people. through our research, we seek to enhance the effectiveness of social policies and programs that affect the poor. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 13 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 13 | NbrIndependentVotingMembers |
| Total Nbr Employees | 343 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | -3463 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 50271251 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 57464407 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 1420532 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 1587159 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 814624 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1600557 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 52506407 | TotalRevenuePriorYear |
| Total Revenue Current Year | 60652123 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 2971018 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 2638444 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 25101398 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 27869873 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 18184 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 27623072 | OtherExpensePriorYear |
| Other Expenses Current Year | 32650027 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 55695488 | TotalExpensesPriorYear |
| Total Expenses Current Year | 63158344 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -3189081 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -2506221 | RevenuesLessExpensesCY |
| Total Assets BOY | 85982863 | TotalAssetsBOY |
| Total Assets EOY | 90045462 | TotalAssetsEOY |
| Total Liabilities BOY | 8295903 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 13089954 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 77686960 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 76955508 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | 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 staff of more than 300, 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 work - to a | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 14148162 | Expense |
| Grants | 156935 | Grants |
| Revenue | 952186 | Revenue |
| Description | 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 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. In the Supporting Healthy Marriage project, we are testing relationship education programs for low-income married couples. 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 just recently launched a demonstration project in New York City, Making Pre-K Count, that seeks to improve the math readiness skills of preschool children. 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 of social assistance programs areas and populations supported by the Administration for Children and Families (ACF) in the U.S. Department of Health and Human Services. Selected highlights in 2012: - Launched the Making Pre-K Count demonstration in New York City, a test of an innovative math-focused intervention for preschools serving low-income children. Making Pre-K Count represents the first project in an early childhood initiative at MDRC sponsored by the Robin Hood Foundation. - Released final implementation findings and interim impact results from the Supporting Healthy Marriage Demonstration, which is testing relationship and marriage skills programs for low-income married couples. - Continued to implement the Head Start CARES Project, which is examining the effects and implementation of a set of evidence-based strategies to improve the social and emotional development of children in more than 100 Head Start centers across the country. - Began implementing the Mother and Infant Home Visiting Program Evaluation (MIHOPE) for the U.S. Department of Health and Human Services. Home visiting programs provide preventive services to families with young children to prevent child maltreatment, improve maternal and child health outcomes, and increase school readiness. - Was awarded the MIHOPE-Strong Start evaluation, a companion to the landmark home visiting study described above. - Developed pilot 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. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 12374301 | Expense |
| Grants | 695053 | Grants |
| Revenue | 57445 | Revenue |
| Description | 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 now operating. In addition, MDRC is conducting a study of the New York City's large-scale high school reform since 2002: closing more than 20 large, low-performing schools and opening more than 200 small high schools in their place. Finally, as part of the U.S. Department of Education's Investing in Innovation initiative, MDRC is evaluating the Diplomas Now reform model. Improving Reading Skills in the Early Grades. MDRC's focus is on interventions that improve classroom instruction in the early grades. MDRC played a lead role in the design and execution of the federally mandated evaluation of Reading First, established under the No Child Left Behind Act of 2001, which targeted funding to underperforming schools for scientifically based reading programs. The Professional Development in Reading Study tested the impact on reading instruction of intensive professional development and coaching of second-grade teachers. We have recently begun an evaluation of Success for All's early reading model, as part of the federal Investing in Innovation initiative. Our earlier Evaluation of Enhanced Academic Instruction in After-School Programs tested an effort to strengthen the academic component of after-school programs. College Readiness: Too many students leave high school unprepared for the rigors of postsecondary education, often ending up in developmental (remedial) education when they enter college. MDRC has a number of projects focused on addressing this problem, including "bridge" programs that provide support and academic preparation before students enter college. Selected highlights in 2012: - Released follow-up results from MDRC's study of small high school reform in New York City, which is providing rigorous evidence that these schools are narrowing the educational attainment gap and markedly improve graduation rates, particularly for disadvantaged students. The report received wide attention, including two editorials in the New York Times. - Awarded a contract by the Bill & Melinda Gates Foundation to study the Innovative Professional Development Challenge, which seeks to improve the professional development available to public school teachers. - Published a policy brief, Make Me a Match: Helping Low-Income and First-Generation Students Make Good College Choices, about MDRC's College Match pilot in Chicago and extended the project to New York City. - Conducted evaluations of two programs funded under the U.S. Department of Education's Investing in Innovation (i3) framework - the Success for All program to teach reading to elementary school students, which won a $50 million scale-up award, and Diplomas Now, a high school reform model that is based on the Talent Development program that we studied in Philadelphia several years back, which won a $30 million validation grant. - Fielded the evaluations of seven programs in the Edna McConnell Clark Foundation's Social Innovation Fund initiative: BELL Summer Learning, Communities in Schools, Gateway to College Network, Reading Partners, and The Seed Foundation. - Conducting a national evaluation of response to intervention (RtI) programs in elementary schools; RtI offers a multi-tiered framework to identify and serve students who are at risk for academic difficulties and may be eligible for special education services. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 11537059 | Expense |
| Grants | 859382 | Grants |
| Revenue | 510003 | Revenue |
| Description | 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 recipients who have failed in "work-first" programs. 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 is expected to enhance 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 2012: - Launched 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 is implementing 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. - MDRC President Gordon Berlin published a commentary, "How a Safety Net Built Around Work Is Not Up to the Job," in Spotlight on Poverty and Opportunity. - Released final results from a ten-year demonstration and evaluation of programs serving hard-to-employ populations, including ex-prisoners, welfare recipients, depressed Medicaid recipients, and parents of children in Early Head Start. The transitional jobs program for ex-prisoners reduced recidivism and saved the government money. - Conducting an evaluation of the Youth Villages Transitional Living Program in Tennessee. - For the Edna McConnell Clark Foundation's Social Innovation Fund Initiative, replicating promising programs for disconnected youth in communities around the country. - Continued work on the TANF/SSI Disability Transition Project, which seeks 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. | Description |
Activity Other ActivityOther (3 entries)
| ExpenseExpense | GrantsGrants | RevenueRevenue | DescriptionDescription |
|---|---|---|---|
| 5667776 | 871074 | 2984 | YOUTH AND POSTSECONDARY EDUCATION |
| 8979844 | 56000 | 64541 | LOW WAGE WORKER & COMMUNITIES |
| 1855382 | INFORMATION DISSEMINATION, PROGRAM DEVELOPMENT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 16503002 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 927074 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 67525 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 54562524 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | true | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | false | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 157 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 343 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 13 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 13 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | LORRAINE KARLEN CONTROLLER | NamePerson |
| Telephone Number | 2125323200 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16 EAST 34TH ST | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 100164326 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (25 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | OfficerOfficer | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| Isabel Sawhill | |||||||
| Director | 1.0 | X | 3000 | ||||
| Richard J Murnane | |||||||
| Director | 1.0 | X | 4800 | ||||
| Mary Jo Bane | |||||||
| Vice Chairman | 1.0 | X | 4000 | ||||
| Ron Haskins | |||||||
| Director | 1.0 | X | 3800 | ||||
| James H Johnson Jr | |||||||
| Director | 1.0 | X | 3000 | ||||
| Jan Nicholson | |||||||
| Director | 1.0 | X | 4500 | ||||
| Rudolph G Penner | |||||||
| Treasurer | 1.0 | X | 4500 | ||||
| John S Reed | |||||||
| Director | 1.0 | X | |||||
| Michael Roster | |||||||
| Director | 1.0 | X | |||||
| Robert Solow | |||||||
| Chairman | 1.0 | X | 6500 | ||||
| Lawrence Katz | |||||||
| Director | 1.0 | X | 3733 | ||||
| Bridget Terry Long | |||||||
| Director | 1.0 | X | 3000 | ||||
| Cecilia Rouse | |||||||
| Director | 1.0 | X | 3500 | ||||
| Gordon Berlin | |||||||
| President | 35.0 | 395792 | X | 0 | 52622 | ||
| Jesus M Amadeo | |||||||
| Sr. Vice President | 35.0 | 288736 | X | 48378 | |||
| Robert J Ivry | |||||||
| Sr. Vice President | 35.0 | 291654 | X | 49570 | |||
| Barbara Goldman | |||||||
| Vice President | 35.0 | 191776 | X | 23553 | |||
| Frederick Doolittle | |||||||
| Vice President | 35.0 | 233020 | X | 44329 | |||
| Sharon L Rowser | |||||||
| Vice President | 35.0 | 179691 | X | 38371 | |||
| Louise A London | |||||||
| Board Secretary | 35.0 | 76225 | X | 13466 | |||
| Thomas Brock | |||||||
| policy area director | 35.0 | 182489 | 23993 | X | |||
| James A Riccio | |||||||
| policy area director | 35.0 | 179205 | 38652 | X | |||
| Howard S Bloom | |||||||
| chief social scientist | 35.0 | 264081 | 49007 | X | |||
| Charles Michalopoulos | |||||||
| Senior Fellow | 35.0 | 190727 | 31728 | X | |||
| Anne Fenton | |||||||
| Director of Finance | 35.0 | 179068 | 23586 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 2696797 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 437255 | TotalOtherCompensation |
| Number Individuals GT100 K | 62 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| mathematica policy research inc | |||||
| po box 2393 | PRINCETON | NJ | 08543 | RESEARCH SUBCONTRACT | 2238532 |
| abt associates | |||||
| 55 wheeler street | CAMBRIDGE | MA | 02138 | RESEARCH SUBCONTRACT | 3111880 |
| Decision Information Resources inc | |||||
| 2600 Southwest Freeway - Suite 900 | HOUSTON | TX | 77098 | RESEARCH SUBCONTRACT | 1806489 |
| Survey Research Management | |||||
| 5777 Central Ave | BOULDER | CO | 80301 | RESEARCH SUBCONTRACT | 3886479 |
| James Bell Associates inc | |||||
| 3033 Wilson Blvd | HOUSTON | TX | 77098 | RESEARCH SUBCONTRACT | 1486631 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 27 | NumberOfContractorsGT100K |
| Government Grants | 33826732 | GovernmentGrants |
| All Other Contributions | 23637675 | AllOtherContributions |
| Total Contributions | 57464407 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MANAGEMENT FEES | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 1587159 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1587159 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 1587159 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 999027 | TotalRevenueColumn |
| Unrelated Business Revenue | -3463 | UnrelatedBusinessRevenue |
| Exclusion | $1,002,490 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
| Personal | 0 | Personal |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 8110380 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 7508850 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 601530 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 601530 | TotalRevenueColumn |
| Exclusion | $601,530 | ExclusionAmount |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 0 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 60652123 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1587159 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | -3463 | UnrelatedBusinessRevenue |
| Exclusion | $1,604,020 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2638444 | Total |
| Program Services | 2638444 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1972016 | Total |
| Program Services | 1018036 | ProgramServices |
| Management And General | 943852 | ManagementAndGeneral |
| Fundraising | 10128 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20253694 | Total |
| Program Services | 16430928 | ProgramServices |
| Management And General | 3820845 | ManagementAndGeneral |
| Fundraising | 1921 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1036417 | Total |
| Program Services | 848638 | ProgramServices |
| Management And General | 187558 | ManagementAndGeneral |
| Fundraising | 221 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3054579 | Total |
| Program Services | 2448647 | ProgramServices |
| Management And General | 605175 | ManagementAndGeneral |
| Fundraising | 757 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1553167 | Total |
| Program Services | 1244246 | ProgramServices |
| Management And General | 308158 | ManagementAndGeneral |
| Fundraising | 763 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 149491 | Total |
| Program Services | 62592 | ProgramServices |
| Management And General | 86899 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 158471 | Total |
| Management And General | 158471 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 140245 | Total |
| Management And General | 140245 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4680640 | Total |
| Program Services | 3850315 | ProgramServices |
| Management And General | 829812 | ManagementAndGeneral |
| Fundraising | 513 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 296112 | Total |
| Program Services | 249085 | ProgramServices |
| Management And General | 46935 | ManagementAndGeneral |
| Fundraising | 92 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1087243 | Total |
| Program Services | 863636 | ProgramServices |
| Management And General | 223075 | ManagementAndGeneral |
| Fundraising | 532 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2704341 | Total |
| Program Services | 2133823 | ProgramServices |
| Management And General | 569161 | ManagementAndGeneral |
| Fundraising | 1357 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1431028 | Total |
| Program Services | 1289349 | ProgramServices |
| Management And General | 141514 | ManagementAndGeneral |
| Fundraising | 165 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 245298 | Total |
| Program Services | 164533 | ProgramServices |
| Management And General | 80696 | ManagementAndGeneral |
| Fundraising | 69 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2607 | Total |
| Management And General | 2607 | ManagementAndGeneral |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 412474 | Total |
| Program Services | 327239 | ProgramServices |
| Management And General | 85032 | ManagementAndGeneral |
| Fundraising | 203 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 152759 | Total |
| Program Services | 120584 | ProgramServices |
| Management And General | 32099 | ManagementAndGeneral |
| Fundraising | 76 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| SURVEY/DATA COLLECTION | 9952655 | 9952655 | ||
| SUBCONTRACTORS | 9688610 | 9688610 | ||
| PARTICIPANT INCENTIVES | 107691 | 107691 | ||
| FURNITURE & EQUIPMENT | 249364 | 198079 | 51163 | 122 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1190998 | Total |
| Program Services | 925394 | ProgramServices |
| Management And General | 264339 | ManagementAndGeneral |
| Fundraising | 1265 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 63158344 | Total |
| Program Services | 54562524 | ProgramServices |
| Management And General | 8577636 | ManagementAndGeneral |
| Fundraising | 18184 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2963985 | BOY |
| EOY | 3424776 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10158253 | BOY |
| EOY | 9663300 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 24904244 | BOY |
| EOY | 23329368 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 344267 | BOY |
| EOY | 414691 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 11606350 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 10017788 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1199089 | BOY |
| EOY | 1588562 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 36543166 | BOY |
| EOY | 40857337 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9571398 | BOY |
| EOY | 9849056 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 298461 | BOY |
| EOY | 918372 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 85982863 | BOY |
| EOY | 90045462 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7856324 | BOY |
| EOY | 9154192 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 75331 | BOY |
| EOY | 3358889 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 364248 | BOY |
| EOY | 576873 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8295903 | BOY |
| EOY | 13089954 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 32809244 | BOY |
| EOY | 35399495 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 35927716 | BOY |
| EOY | 32606013 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8950000 | BOY |
| EOY | 8950000 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 77686960 | BOY |
| EOY | 76955508 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 85982863 | BOY |
| EOY | 90045462 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | -2506221 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 1774769 | ReconciliationUnrealizedInvest |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | true | AuditCommittee |
| Federal Grant Audit Required | true | FederalGrantAuditRequired |
| Federal Grant Audit Performed | true | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
| Contrib By Controlling Individual | false | ContribByControllingIndividual |
| Contribution By Related Party | false | ContributionByRelatedParty |
| Contrib By35 Controlled Entity | false | ContribBy35ControlledEntity |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 63962840 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 73249174 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 60711048 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 50271251 | CurrentTaxYearMinus1Year |
| Current Tax Year | 57464407 | CurrentTaxYear |
| Total | 305658720 | Total |
Tax Rev Levied For Org Benefit170 TaxRevLeviedForOrgBenefit170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Value Srvc Fclts Furnished By Govt ValueSrvcFcltsFurnishedByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 63962840 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 73249174 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 60711048 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 50271251 | CurrentTaxYearMinus1Year |
| Current Tax Year | 57464407 | CurrentTaxYear |
| Total | 305658720 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 13596303 | AmountsSubstContributorsTotal |
| Public Support Total170 | 292062417 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1649440 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 868400 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 855166 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 851725 | CurrentTaxYearMinus1Year |
| Current Tax Year | 999027 | CurrentTaxYear |
| Total | 5223758 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 310882478 | TotalSupport |
| Gross Receipts From Admissions Etc | 5801853 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.93946 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.94568 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 29049334 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 2249733 | InvestmentEarningsOrLosses |
| Other Expenditures | 1099360 | OtherExpenditures |
| End Of Year Balance | 30199707 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 28752939 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 1416573 | InvestmentEarningsOrLosses |
| Other Expenditures | 1120178 | OtherExpenditures |
| End Of Year Balance | 29049334 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 28033791 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 1885338 | InvestmentEarningsOrLosses |
| Other Expenditures | 1166190 | OtherExpenditures |
| End Of Year Balance | 28752939 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 25833551 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 3336798 | InvestmentEarningsOrLosses |
| Other Expenditures | 1136558 | OtherExpenditures |
| End Of Year Balance | 28033791 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 32190181 | BeginningOfYearBalance |
| Investment Earnings Or Losses | -5284405 | InvestmentEarningsOrLosses |
| Other Expenditures | 1072225 | OtherExpenditures |
| End Of Year Balance | 25833551 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.31700 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.29600 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.38700 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
| Land | Land | |
| Buildings | Buildings |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1339899 | OtherCostOrOtherBasis |
| Depreciation | 933896 | Depreciation |
| Book Value | 406003 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 10266451 | OtherCostOrOtherBasis |
| Depreciation | 9083892 | Depreciation |
| Book Value | 1182559 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Land Buildings | OtherLandBuildings | |
| Total Of Book Value Land Buildings | 1588562 | TotalOfBookValueLandBuildings |
| Financial Derivatives | FinancialDerivatives | |
| Closely Held Equity Interests | CloselyHeldEquityInterests | |
| Total Of Book Value Securities | 0 | TotalOfBookValueSecurities |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DEFERRED RENT | Description |
| Amount | $576,873 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 576873 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 62286647 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 1774769 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 1774769 | RevenueNotRptdF990 |
| Revenue Subtotal | 60511878 | RevenueSubtotal |
| Investment Expenses Not Included | 140245 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 140245 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 60652123 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 63018099 | TotExpensesEtcAuditedFinclStmt |
| Expenses Subtotal | 63018099 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 140245 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 140245 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 63158344 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Part XIV Supplemental Information | Part V, Line 4 | mdrc's board of directors created an endowment fund in 1999. the fund includes permanently restricted, temporarily restricted, and unrestricted contributions that have been designated to the fund for the purpose of matching a $7 million, five year challenge grant given by the atlantic philanthropies. spending from the endowment fund is intended to support program development, information dissemination activities, and corporate strategic initiatives. spending from the endowment is approved by the board of directors based on the rules established under mdrc's endowment spending policy. |
| PART XIV SUPPLEMENTAL INFORMATION | PART X, LINE 2 FIN 48 (ASC 740) | 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 2009, 2010, 2011 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. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (54 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant | Address Line2AddressUS/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| BOROUGH OF MANHATTAN COMMUNITY COLLEGE FDN | ||||||||
| 199 CHAMBERS STREET | NEW YORK | NY | 10007 | 510187969 | 501(c)(3) | 220000 | RESTRICTED PURPOSE | |
| CVS | ||||||||
| 1920 Enterprose Parkway | Twinsburg | FL | 33606 | 050340626 | 16000 | RESTRICTED PURPOSE | ||
| COMMUNITY PREVENTION PTSHP OF BERKS COUNTY | ||||||||
| 227 NORTH FIFTH STREET | READING | PA | 19601 | 232735283 | 501(c)(3) | 15000 | RESTRICTED PURPOSE | |
| HOSTOS COMMUNITY COLLEGE FOUNDATION | ||||||||
| 500 GRAND CONCOURSE | BRONX | NY | 10451 | 133116643 | 501(c)(3) | 26000 | RESTRICTED PURPOSE AWARD | |
| UNIVERSITY OF NEW MEXICO | ||||||||
| MSC 01 1447 1 UNIVERSITY OF NEW MEX | ALBUQUERQUE | NM | 87131 | 856000642 | 501(c)(3) | 42000 | RESTRICTED PURPOSE AWARD | |
| HILLSBOROUGH COUNTY PUBLIC SCHOOLS | ||||||||
| 5410 20TH Street | Tampa | FL | 33610 | 596000660 | 501(c)(3) | 6000 | RESTRICTED PURPOSE AWARD | |
| Los Angeles Unifies School | ||||||||
| 333 South Beaudry Ave | Los Angeles | CA | 90017 | 956001908 | 501(C)(3) | 20000 | RESTRICTED PURPOSE AWARD | |
| United Negro Fund | ||||||||
| 8260 Willow Oaks Corp Drive | Fairfax | VA | 22031 | 131624241 | 501(C)(3) | 100000 | RESTRICTED PURPOSE AWARD | |
| Youth Village Operation | ||||||||
| 3320 Brothers BLVD | Memphis | TN | 38133 | 591716970 | 501(C)(3) | 50000 | RESTRICTED PURPOSE AWARD | |
| FREDERICK DOUGLASS HIGH SCHOOL | ||||||||
| 225 Hamilton E Holmes Drive | Atlanta | GA | 30318 | 586000134 | 501(C)(3) | 20000 | RESTRICTED PURPOSE AWARD | |
| MT SAN ANTONIO COLLEGE | ||||||||
| 1100 North Grand Avenue | Walnut | CA | 91789 | 956002131 | 501(C)(3) | 25000 | RESTRICTED PURPOSE AWARD | |
| OAKLAND UNIFIED SCHOOL DISTRICT | ||||||||
| College And Career Reading | Oakland | CA | 94607 | 946000385 | 501(C)(3) | 10000 | RESTRICTED PURPOSE AWARD | Room 104-MCCLYMONDS |
| THE SCHOOL BOARD OF BROWARD COUNTY | ||||||||
| Broward County Public School | Fort Lauderdale | FL | 33314 | 596000530 | 501(C)(3) | 331268 | RESTRICTED PURPOSE AWARD | 600 SE Third Avenue |
| BERKS COMMUNITY ACTION PROGRAM | ||||||||
| 518 WASHINGTON STREET | READING | PA | 19601 | 231704527 | 501(c)(3) | 15000 | RESTRICTED PURPOSE AWARD | PO BOX 22 |
| BROWARD COLLEGE | ||||||||
| 111 EAST LAS OLAS BLVD | FORT LAUDERDALE | FL | 33301 | 591216107 | 501(c)(3) | 8000 | RESTRICTED PURPOSE AWARD | |
| CNM FOUNDATION | ||||||||
| 525 BUENA VISTA DRIVE SE | ALBURQURQUE | NM | 87106 | 850338623 | 501(c)(3) | 10000 | RESTRICTED PURPOSE AWARD | |
| COMM IN SCHOOLS OF CHARLESTON | ||||||||
| 600 EAST 5TH STREET | CHARLOTTE | NC | 28202 | 581661795 | 501(c)(3) | 14250 | RESTRICTED PURPOSE AWARD | |
| COMM IN SCHOOLS OF SAN ANTONIO | ||||||||
| 1616 E COMMERCE STREET | SAN ANTONIO | TX | 78205 | 742393714 | 501(c)(3) | 12500 | RESTRICTED PURPOSE AWARD | BUILDING 1 |
| COMMUNITIES IN SCHOOL | ||||||||
| 425 AUSTIN AVENUE | WACO | TX | 76701 | 742563411 | 501(c)(3) | 12000 | RESTRICTED PURPOSE AWARD | |
| COMM IN SCHOOLS OF CAPE FEAR | ||||||||
| 20 NORTH 4TH STREET | WILMINGTON | NC | 28401 | 203385755 | 501(c)(3) | 5750 | RESTRICTED PURPOSE AWARD | |
| CREIGHTON SCHOOL DISTRICT | ||||||||
| 2701 EAST FLOWER STREET | PHOENIX | AZ | 85016 | 866000474 | 501(c)(3) | 5500 | 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 | |
| FAMILY AND WORKFORCE CENTER OF AMER | ||||||||
| AT THE MET CENTER | SAINT LOUIS | MO | 63133 | 453762044 | 501(c)(3) | 10000 | RESTRICTED PURPOSE AWARD | 6347 PLYMOUTH AVENUE |
| FRANKLIN PIERCE SCHOOL DISTRICT | ||||||||
| 315 129TH STREET | SOUTH TACOMA | WA | 98444 | 916014726 | 501(c)(3) | 6500 | RESTRICTED PURPOSE AWARD | |
| FRONT RANGE COMMUNITY | ||||||||
| 3645 WEST 112TH AVENUE | WESTMINISTER | CO | 80031 | 383721881 | 501(c)(3) | 10000 | RESTRICTED PURPOSE AWARD | |
| GATEWAY TO COLLEGE PROGRAM | ||||||||
| ONE MASSASOIT BLVD | BROCKTON | MA | 02302 | 046002284 | 501(c)(3) | 10000 | RESTRICTED PURPOSE AWARD | |
| GATEWAY TO COLLEGE EARLY | ||||||||
| 4800 MAGNOLIA AVENIE | RIVERSIDE | CA | 92506 | 201474086 | 501(c)(3) | 22500 | RESTRICTED PURPOSE AWARD | |
| LAKE WASHINGTON INSTITUTE | ||||||||
| 11605 132ND AVENUE NE | KIRKLAND | WA | 98034 | 911523302 | 501(c)(3) | 10000 | RESTRICTED PURPOSE AWARD | |
| LANEY COLLEGE | ||||||||
| 900 FALLON STREET | OAKLAND | CA | 94607 | 941590799 | 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 | |
| LOGAN CITY SCHOOL DISTRICT | ||||||||
| 101 WEST CENTER STREET | LOGAN | UT | 84321 | 876000500 | 501(c)(3) | 6500 | RESTRICTED PURPOSE AWARD | |
| MACON RESOURCES INC | ||||||||
| 2121 HUBBARD AVENUE | DECATUR | IL | 62526 | 371224992 | 501(c)(3) | 15000 | RESTRICTED PURPOSE AWARD | |
| MESA PUBLIC SCHOOLS | ||||||||
| 63 EAST MAIN STREET | MESA | AZ | 85201 | 866000481 | 501(c)(3) | 10500 | RESTRICTED PURPOSE AWARD | |
| MIAMI NORLAND SENIOR HIGH SCHOOL | ||||||||
| 1050 NW 195TH STREET | MIAMI | FL | 33169 | 596000572 | 501(c)(3) | 10000 | RESTRICTED PURPOSE AWARD | |
| MICHIGAN SEPT OD HUMAN SERVICES | ||||||||
| 235 S GRAND AVENUE | LANSING | MI | 48909 | 386000134 | 501(c)(3) | 75000 | RESTRICTED PURPOSE AWARD | |
| NORTH MIAMI MIDDLE SCHOOL | ||||||||
| 700 NE 137TH STREET | MIAMI | FL | 33161 | 596000572 | 501(c)(3) | 10000 | RESTRICTED PURPOSE AWARD | |
| OGDEN SCHOOL DISTRICT | ||||||||
| 1950 MONROE BLVD | OGDEN | UT | 84401 | 876000507 | 501(c)(3) | 5500 | RESTRICTED PURPOSE AWARD | |
| PERRY COUNTY FAMILY CENTER | ||||||||
| 8391 R-SPRING ROAD | NEW BLOOMFIELD | PA | 17068 | 651282783 | 501(c)(3) | 15000 | RESTRICTED PURPOSE AWARD | SUITE 3 - PO BOX 673 |
| PINNACLE HEALTH FOUNDATION | ||||||||
| 2645 NORTH THIRD STREET | HARRISBURG | PA | 17110 | 251778644 | 501(c)(3) | 15000 | RESTRICTED PURPOSE AWARD | |
| PUEBLO COMMUNITY COLLEGE | ||||||||
| 900 WEST ORMAN AVENUE | PUEBLO | CO | 81004 | 383721881 | 501(c)(3) | 10000 | RESTRICTED PURPOSE AWARD | |
| RAMSEY COUNTY WORKFORCE | ||||||||
| 2098 11TH AVENUE EAST | NORTH ST PAUL | MN | 55109 | 416005875 | 501(c)(3) | 100000 | RESTRICTED PURPOSE AWARD | |
| RESEARCH FOUNDATION OF CUNY | ||||||||
| 222-05 56TH ANENUE | BAYSIDE | NY | 11364 | 131988190 | 501(c)(3) | 862319 | RESTRICTED PURPOSE AWARD | |
| RICHLAND SCHOOL DISTRICT | ||||||||
| 615 SNOW AVENUE | RICHLAND | WA | 99352 | 916001629 | 501(c)(3) | 6500 | RESTRICTED PURPOSE AWARD | |
| SCHAUMBURG CC SCHOOL DISTRICT 54 | ||||||||
| 524 EAST SCHAUMBURG ROAD | SHAUMBURG | IL | 60194 | 366008077 | 501(c)(3) | 12500 | RESTRICTED PURPOSE AWARD | |
| SINCLAIR COMMUNITY COLLEGE | ||||||||
| 444 WEST THIRD STREET | DAYTON | OH | 45402 | 310723444 | 501(c)(3) | 9512 | RESTRICTED PURPOSE AWARD | |
| SNYDER UNION MIFFIN CHILDREN | ||||||||
| 14 S 11TH STREET | MIFFINBURG | PA | 17844 | 231706558 | 501(c)(3) | 15000 | RESTRICTED PURPOSE AWARD | |
| SPARKPOINT AT SKYLINE COLLEGE | ||||||||
| 3300 COLLEGE DRIVE | SAN BRUNO | CA | 94066 | 943084147 | 501(c)(3) | 15000 | RESTRICTED PURPOSE AWARD | |
| SPRING-FORD AREA SCHOOL | ||||||||
| 857 SOUTH LEWIS ROAD | ROYERSFORD | PA | 19468 | 231674212 | 501(c)(3) | 6500 | RESTRICTED PURPOSE AWARD | |
| STANISLAUS COUNTY OFFICE | ||||||||
| 1100 H STREET | MODESTO | CA | 95354 | 770467526 | 501(c)(3) | 25000 | RESTRICTED PURPOSE AWARD | |
| SUNRISE CHILDREN FOUNDATION | ||||||||
| 2795 EAST DESERT INN ROAD | LAS VEGAS | NV | 89121 | 880306804 | 501(c)(3) | 15000 | RESTRICTED PURPOSE AWARD | |
| TARRANT COUNTY COLLEGE | ||||||||
| 1500 HOISTON STREET | FORT WORTH | TX | 76102 | 751217163 | 501(c)(3) | 8000 | RESTRICTED PURPOSE AWARD | |
| YOUTHBUILD PHILADELPHIA | ||||||||
| 1231 NORTH BROAD STREET | PHILLADELPHIA | PA | 19122 | 232728467 | 501(c)(3) | 20000 | RESTRICTED PURPOSE AWARD | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 53 | TotalNbrOf501C3AndGovtGrants |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SCHEDULE I | Identifier |
| Return Reference | PART IV LINE 2 | ReturnReference |
| 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. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | true | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (11 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gordon Berlin | ||||||||||||||
| President | 371254 | 0 | 20000 | 0 | 4538 | 0 | 22974 | 0 | 29648 | 0 | 448414 | 0 | 0 | 0 |
| Jesus M Amadeo | ||||||||||||||
| Sr. Vice President | 269804 | 10000 | 8932 | 22974 | 25404 | 337114 | ||||||||
| Robert J Ivry | ||||||||||||||
| Sr. Vice President | 266730 | 15000 | 9924 | 22974 | 26596 | 341224 | ||||||||
| Barbara Goldman | ||||||||||||||
| Vice President | 180552 | 6332 | 4892 | 14009 | 9544 | 215329 | ||||||||
| Frederick Doolittle | ||||||||||||||
| Vice President | 218482 | 10000 | 4538 | 18670 | 25659 | 277349 | ||||||||
| Sharon L Rowser | ||||||||||||||
| Vice President | 173861 | 2000 | 3830 | 13526 | 24845 | 218062 | ||||||||
| Thomas Brock | ||||||||||||||
| policy area director | 177647 | 3000 | 1842 | 13823 | 10170 | 206482 | ||||||||
| James A Riccio | ||||||||||||||
| policy area director | 174254 | 2500 | 2451 | 13527 | 25125 | 217857 | ||||||||
| Howard S Bloom | ||||||||||||||
| chief social scientist | 250350 | 5000 | 8731 | 21845 | 27162 | 313088 | ||||||||
| Charles Michalopoulos | ||||||||||||||
| Senior Fellow | 178682 | 10000 | 2045 | 13907 | 17821 | 222455 | ||||||||
| Anne Fenton | ||||||||||||||
| Director of Finance | 177481 | 1587 | 13814 | 9772 | 202654 | |||||||||
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Part I, Line 7 | Identifier |
| 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. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Other program services | Part III Other Program Services | 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. Our current research agenda focuses on the following interventions: - revisions to financial aid policies and information to help students pay for college and associated expenses; - improvements in guidance counseling and other support services to help students plan their courses wisely and overcome problems that interfere with school; - improvement of developmental education in the form of accelerated programs, support services, and mentoring programs to get students to master basic skills and move on to college-level courses; - institutional reform, including efforts to help community colleges make better use of student records and other data to improve instruction and services to help more students succeed; and - learning communities or "linked courses" to help students become more engaged in their studies and pass developmental level courses at higher rates. Selected highlights from 2012: - Released two reports providing impact findings from evaluations of learning communities at six community colleges - providing the most definitive evidence to date on the effectiveness of this intervention, particularly for developmental students. - Published early findings from MDRC's study of CUNY's innovative and comprehensive Accelerated Study in Associate Programs (ASAP), showing large effects on full-time enrollment and academic achievement among developmental students. - Published interim results from sites in the Performance-Based Scholarship Demonstration. - Evaluating the Gates Foundation's signature Completion by Design Initiative. - Released results from several studies of "bridge programs" that help low-achieving high school students prepare for postsecondary education. Low-Wage Workers and Communities Long regarded as a leading 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, a significant employment program undertaken 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 2012: - Released early findings from a demonstration project offering financial incentives to housing voucher recipients, including participants in the federal Family Self-Sufficiency program. - Published the final report from the Work Advancement and Support Center Demonstration, an innovative program developed by MDRC to help low-wage workers access work supports and move up the career ladder. - Selected by the U.S. Department of Housing and Urban Development to evaluate the federal Family Self-Sufficiency Program and to launch a rent reform demonstration of housing choice voucher programs. - 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. - MDRC President Gordon Berlin testified before the House Ways and Means Subcommittee on Human Resources about how the federal government could improve access to federal data to allow for more efficient evaluations of social programs. |
| GOVERNANCE, MANAGEMENT AND DISCLOSURE | PART VI SECTION A LINE 11A | 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 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 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 AN EXTERNAL SOURCES. THE INDIVIDUALS ARE MESSRS BERLIN, AMADEO, AND IVRY. EACH YEAR MDRC'S HUMAN RESOURCES FUNCTION CONDUCTS A SURVEY OF POLICY RESEARCH ORGANIZATIONS THAT PERFORM SIMILAR RESEARCH WORK AS MDRC, TO ASCERTAIN THEIR PAY STRUCTURE 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. PART VI, SECTION B LINE 15B 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 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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