PIONEER INSTITUTE INC

Reduce your risk when donating: see where the money actually goes.

Reduce your risk when donating: see where the money actually goes.

Cite this

Plain text PIONEER INSTITUTE INC. furp.org, nonprofit organization profile, tax years 2019–2024. https://furp.org/org/pioneer-institute-inc-222632081. Retrieved 2026-11-10.

APA furp.org. (n.d.). PIONEER INSTITUTE INC [Nonprofit organization profile; tax years 2019–2024]. Retrieved November 10, 2026, from https://furp.org/org/pioneer-institute-inc-222632081

MLA “PIONEER INSTITUTE INC.” furp.org, tax years 2019–2024, https://furp.org/org/pioneer-institute-inc-222632081. Accessed 10 Nov. 2026.

Retrieved 2026-11-10; covers tax years 2019–2024. Data: furp.org (index © the FURP Alliance; the records are public domain).

2024 · Form 990 · revenue $7.3M · expenses $5.8M · assets $11.1M

EIN
22-2632081
Address
185 DEVONSHIRE ST STE 1101, BOSTON, MA 02110-1409
Website
WWW.PIONEERINSTITUTE.ORG
NTEE code
B01 Alliance/Advocacy Organizations (Education) published (IRS Business Master File, as B010)
Exempt type
501(c)(3): charitable, religious, educational, scientific or literary (corporation)
Ruling date
December 1993 (when the IRS recognized its exemption)
IRS status
Exempt (unconditional) (IRS Business Master File) IRS data ↗
Tax-deductible donations
Yes: listed in IRS Publication 78 (public charity) Pub 78 ↗
Foundation status
Public charity supported by the public (170(b)(1)(a)(vi))
Cross-check
ProPublica Nonprofit Explorer

Mission

PIONEER INSTITUTE EMPOWERS AMERICANS WITH CHOICES AND OPPORTUNITIES TO LIVE FREELY AND THRIVE. THROUGH EXPERT RESEARCH, EDUCATIONAL INITIATIVES, LEGAL ACTION, AND COALITION-BUILDING, WE ADVANCE HUMAN POTENTIAL IN FOUR CRITICAL AREAS: K-12 EDUCATION, HEALTH, ECONOMIC OPPORTUNITY AND AMERICAN CIVIC VALUES.

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

12 people paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.

NameLatest titleYearsLatest year payTotal pay from hereOrganizations
James Stergios EXECUTIVE DIRECTOR2019-2024 $415,046$2,224,017 1
Jamie Gass Director of PioneerEducation2019-2024 $215,614$1,073,845 1
Mary Z Conaughton Chief Operating Officer2022-2024 $288,014$840,563 1
Andrew Horgan CHIEF DEVELOPMENT OFFICER2024 $336,667$683,234 1
William Smith Director Life Sciences2022-2024 $246,438$670,092 1
Frank Bailey PRESIDENT OF PIONEERLEGAL2021-2024 $156,000$516,692 1
Catherine Castellano DIRECTOR OF INDIVIDUAL GIVING2024 $165,193$165,193 1
John Laliberte STAFF ATTORNEY - PIONEER LEGAL2024 $109,200$109,200 1
Mary Connaughton (former) Chief Operating Officer2019-2021 $203,410$575,515 1
Micaela Dawson (former) Director of Communications2019-2021 $112,802$298,826 1
Greg Sullivan (former) Director or Research2019-2020 $99,816$202,180 1
Matthew Toyer (former) Chief Development Officer2021 $200,178$200,178 1

Officers and directors, no compensation reported

42 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
Sara Johnson DIRECTOR2021-2024 1 $0 reported 1
Brian Shortsleeve Director2021-2024 1 $0 reported 1
Drew Davis DIRECTOR2021-2024 1 $0 reported 1
Michael Brown DIRECTOR2022-2024 1 $0 reported 1
Michael Kennealy Director2022-2024 1 $0 reported 1
Jim Joslin Treasurer2022-2024 1 $0 reported 1
Brackett Denniston Director2020-2024 1 $0 reported 1
Brian Broderick Director2019-2024 1 $0 reported 1
Andrew Davis DIRECTOR2019-2024 1 $0 reported 1
Gary Campbell DIRECTOR2019-2024 1 $0 reported 1
C Bruce Johnstone Director - Vice Chairperson2019-2024 1 $0 reported 1
Mark Rickabaugh DIRECTOR2020-2024 1 $0 reported 1
Frederick Clifford Director2019-2024 1 $0 reported 1
Adam Portnoy Director - Chairperson2019-2024 1 $0 reported 1
Mary Myers Kauppila DIRECTOR2019-2024 1 $0 reported 1
M Holt Massey Director2019-2024 1 $0 reported 1
Roger Servison Director2019-2024 1 $0 reported 1
Peter Wilde Director2019-2024 1 $0 reported 1
Ellen Roy Herzfelder Director2019-2024 1 $0 reported 1
Charles Hewitt Iii DIRECTOR2019-2024 1 $0 reported 1
CHRIS diBONAVENTURA Director2021-2024 1 $0 reported 1
Ed Glaeser Director2021-2024 1 $0 reported 1
Mark Cohen Director2024 1 $0 reported 1
Kyla De Asla DIRECTOR2024 1 $0 reported 1
Fred Clifford DIRECTOR2024 1 $0 reported 1
Holt Massey DIRECTOR2024 1 $0 reported 1
Edward Glaeser DIRECTOR2024 1 $0 reported 1
Chris Di Bonaventura DIRECTOR2024 1 $0 reported 1
Jake Jacobson DIRECTOR2024 1 $0 reported 1
Rober Mashal DIRECTOR2024 1 $0 reported 1
Pamela Layton (former) DIRECTOR - CLERK2019-2022 1 $0 reported 1
James Joslin (former) Treasurer2019-2021 1 $0 reported 1
Lucile Hicks (former) Director2019-2021 1 $0 reported 1
Nancy Anthony (former) Director2019-2020 1 $0 reported 1
Lucille Hicks (former) Director-Vice Chairperson2020 1 $0 reported 1
Peter Smyth (former) Director2019-2020 1 $0 reported 1
Charles Hewitt (former) Director2020 1 $0 reported 1
Brackett Dennison (former) Director2019 1 $0 reported 1
Stephen Fantone (former) Director - Chairperson2019 1 $0 reported 1
Mark Richabaugh (former) Director2019 1 $0 reported 1
David Boit (former) Director2019 1 $0 reported 1
Eileen Shapiro (former) Director2019 1 $0 reported 1

People by year

2024 · 59 people listed · 14 paid, $3.6M · 20 employees · 35 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JAMES STERGIOS Executive Director40 $386,366$0$34,418 $420,7841
JAMES STERGIOS EXECUTIVE DIRECTOR40 $379,183$0$35,863 $415,0461
ANDREW HORGAN Chief Development Officer40 $301,154$0$45,413 $346,5671
ANDREW HORGAN CHIEF DEVELOPMENT OFFICER40 $293,249$0$43,418 $336,6671
MARY Z CONAUGHTON Chief Operating Officer40 $247,358$0$40,656 $288,0141
MARY Z CONAUGHTON CHIEF OPERATING OFFICER/CLERK40 $242,981$0$41,400 $284,3811
WILLIAM SMITH Director Life Sciences40 $202,003$0$44,435 $246,4381
JAMIE GASS Director of PioneerEducation40 $177,798$0$37,816 $215,6141
JAMIE GASS DIRECTOR OF PIONEEREDUCATI40 $172,070$0$38,541 $210,6111
WILLIAM SMITH DIRECTOR LIFE SCIENCES40 $197,246$0$8,538 $205,7841
CATHERINE CASTELLANO DIRECTOR OF INDIVIDUAL GIVING40 $158,839$0$6,354 $165,1931
FRANK BAILEY President of PioneerLegal40 $0$150,000$6,000 $156,0001
FRANK BAILEY PRESIDENT OF PIONEERLEGAL40 $150,000$0$6,000 $156,0001
JOHN LALIBERTE STAFF ATTORNEY - PIONEER LEGAL40 $105,000$0$4,200 $109,2001
SARA JOHNSON Director1 $0$0$0 $01
BRIAN SHORTSLEEVE Director1 $0$0$0 $01
DREW DAVIS Director1 $0$0$0 $01
MICHAEL BROWN Director1 $0$0$0 $01
MICHAEL KENNEALY Director1 $0$0$0 $01
JIM JOSLIN Treasurer1 $0$0$0 $01
BRACKETT DENNISTON Director1 $0$0$0 $01
BRIAN BRODERICK Director1 $0$0$0 $01
ANDREW DAVIS Director1 $0$0$0 $01
GARY CAMPBELL Director1 $0$0$0 $01
C BRUCE JOHNSTONE Director - Vice Chairperson1 $0$0$0 $01
MARK RICKABAUGH Director1 $0$0$0 $01
FREDERICK CLIFFORD Director1 $0$0$0 $01
ADAM PORTNOY Director - Chairperson1 $0$0$0 $01
MARY MYERS KAUPPILA Director1 $0$0$0 $01
M HOLT MASSEY Director1 $0$0$0 $01
ROGER SERVISON Director1 $0$0$0 $01
PETER WILDE Director1 $0$0$0 $01
ELLEN ROY HERZFELDER Director1 $0$0$0 $01
CHARLES HEWITT III Director1 $0$0$0 $01
CHRIS diBONAVENTURA Director1 $0$0$0 $01
ED GLAESER Director1 $0$0$0 $01
MARK COHEN Director1 $0$0$0 $01
KYLA de ASLA Director1 $0$0$0 $01
ADAM PORTNOY DIRECTOR - CHAIRPERSON1 $0$0$0 $01
SARA JOHNSON DIRECTOR1 $0$0$0 $01
ANDREW DAVIS DIRECTOR1 $0$0$0 $01
FRED CLIFFORD DIRECTOR1 $0$0$0 $01
MARK RICKABAUGH DIRECTOR1 $0$0$0 $01
GARY CAMPBELL DIRECTOR1 $0$0$0 $01
BRIAN BRODERICK DIRECTOR1 $0$0$0 $01
HOLT MASSEY DIRECTOR1 $0$0$0 $01
MARY MYERS KAUPPILA DIRECTOR1 $0$0$0 $01
BRACKETT DENNISTON DIRECTOR1 $0$0$0 $01
ROGER SERVISON DIRECTOR1 $0$0$0 $01
EDWARD GLAESER DIRECTOR1 $0$0$0 $01
DREW DAVIS DIRECTOR1 $0$0$0 $01
MICHAEL BROWN DIRECTOR1 $0$0$0 $01
CHRIS DI BONAVENTURA DIRECTOR1 $0$0$0 $01
KYLA DE ASLA DIRECTOR1 $0$0$0 $01
MARK COHEN DIRECTOR1 $0$0$0 $01
JAKE JACOBSON DIRECTOR1 $0$0$0 $01
ROBER MASHAL DIRECTOR1 $0$0$0 $01
CHARLES HEWITT III DIRECTOR1 $0$0$0 $01
JIM JOSLIN TREASURER1 $0$0$0 $01
2022 · 28 people listed · 5 paid, $1.3M · 20 employees · 35 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JAMES STERGIOS EXECUTIVE DIRECTOR40 $376,998$0$31,673 $408,6711
MARY Z CONAUGHTON CHIEF OPERATING OFFICER40 $229,994$0$38,174 $268,1681
WILLIAM SMITH DIRECTOR LIFE SCIENCES40 $209,983$0$7,887 $217,8701
JAMIE GASS DIRECTOR OF PIONEEREDUCATION40 $168,012$0$36,312 $204,3241
FRANK BAILEY PRESIDENT OF PIONEERLEGAL40 $150,000$0$4,500 $154,5001
ADAM PORTNOY DIRECTOR - CHAIRPERSON1 $0$0$0 $01
JIM JOSLIN TREASURER1 $0$0$0 $01
PAMELA LAYTON DIRECTOR - CLERK1 $0$0$0 $01
BRIAN BRODERICK DIRECTOR1 $0$0$0 $01
MICHAEL BROWN DIRECTOR1 $0$0$0 $01
GARY CAMPBELL DIRECTOR1 $0$0$0 $01
FREDERICK CLIFFORD DIRECTOR1 $0$0$0 $01
DREW DAVIS DIRECTOR1 $0$0$0 $01
ANDREW DAVIS DIRECTOR1 $0$0$0 $01
BRACKETT DENNISTON DIRECTOR1 $0$0$0 $01
CHRIS DIBONAVENTURA DIRECTOR1 $0$0$0 $01
CHARLES HEWITT III DIRECTOR1 $0$0$0 $01
ED GLAESER DIRECTOR1 $0$0$0 $01
ELLEN ROY HERZFELDER DIRECTOR1 $0$0$0 $01
SARA JOHNSON DIRECTOR1 $0$0$0 $01
C BRUCE JOHNSTONE DIRECTOR1 $0$0$0 $01
MICHAEL KENNEALY DIRECTOR1 $0$0$0 $01
MARY MYERS KAUPPILA DIRECTOR1 $0$0$0 $01
M HOLT MASSEY DIRECTOR1 $0$0$0 $01
MARK RICKABAUGH DIRECTOR1 $0$0$0 $01
ROGER SERVISON DIRECTOR1 $0$0$0 $01
BRIAN SHORTSLEEVE DIRECTOR1 $0$0$0 $01
PETER WILDE DIRECTOR1 $0$0$0 $01
2021 · 28 people listed · 6 paid, $1.1M · 19 employees · 35 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
James Stergios Executive Director40 $356,207$0$0 $356,2071
Mary Connaughton Chief Operating Officer40 $203,410$0$0 $203,4101
Matthew Toyer Chief Development Officer40 $200,178$0$0 $200,1781
Jamie Gass Director of Pioneer Education40 $151,214$0$0 $151,2141
Micaela Dawson Director of Communications40 $112,802$0$0 $112,8021
Frank Bailey President of Pioneer Legal40 $50,192$0$0 $50,1921
Brackett Denniston Director1 $0$0$0 $01
Brian Broderick Director1 $0$0$0 $01
Andrew Davis Director1 $0$0$0 $01
Gary Campbell Director1 $0$0$0 $01
C Bruce Johnstone Director1 $0$0$0 $01
Mark RIckabaugh Director1 $0$0$0 $01
Drew Davis Director1 $0$0$0 $01
Frederick Clifford Director1 $0$0$0 $01
James Joslin Treasurer1 $0$0$0 $01
Mary Myers Kauppila Director1 $0$0$0 $01
M Holt Massey Director1 $0$0$0 $01
Pamela Layton Director - Clerk1 $0$0$0 $01
Roger Servison Director1 $0$0$0 $01
Peter Wilde Director1 $0$0$0 $01
Ellen Roy Herzfelder Director1 $0$0$0 $01
Charles Hewitt III Director1 $0$0$0 $01
Chris diBonaventura Director1 $0$0$0 $01
Ed Glaeser Director1 $0$0$0 $01
Sara Johnson Director1 $0$0$0 $01
Brian Shortsleeve Director1 $0$0$0 $01
Lucile Hicks Director1 $0$0$0 $01
Adam Portnoy Director - Chairman1 $0$0$0 $01
2020 · 24 people listed · 5 paid, $852K · 14 employees · 35 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
James Stergios Executive Director40 $309,719$0$0 $309,7191
Mary Connaughton Chief Operating Officer40 $192,200$0$0 $192,2001
Jamie Gass Director of PIONEEREDUCATION40 $153,809$0$0 $153,8091
Greg Sullivan Director or Research32 $99,816$0$0 $99,8161
Micaela Dawson Director of Communications40 $96,678$0$0 $96,6781
Brackett Denniston Director1 $0$0$0 $01
Nancy Anthony Director1 $0$0$0 $01
Brian Broderick Director1 $0$0$0 $01
Andrew Davis Director1 $0$0$0 $01
Gary Campbell Director1 $0$0$0 $01
Lucille Hicks Director-Vice Chairperson1 $0$0$0 $01
C Bruce Johnstone Director1 $0$0$0 $01
Mark Rickabaugh Director1 $0$0$0 $01
Frederick Clifford Director1 $0$0$0 $01
James Joslin Treasurer1 $0$0$0 $01
Adam Portnoy Director-Chairperson1 $0$0$0 $01
Mary Myers Kauppila Director1 $0$0$0 $01
M Holt Massey Director1 $0$0$0 $01
Pamela Layton Director-Clerk1 $0$0$0 $01
Roger Servison Director1 $0$0$0 $01
Peter Smyth Director1 $0$0$0 $01
Peter Wilde Director1 $0$0$0 $01
Ellen Roy Herzfelder Director1 $0$0$0 $01
Charles Hewitt Director1 $0$0$0 $01
2019 · 27 people listed · 5 paid, $823K · 12 employees · 35 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
James Stergios Executive Director40 $313,590$0$0 $313,5901
Mary Connaughton Director of Admin & Finance40 $179,905$0$0 $179,9051
Jamie Gass Director of PioneerEducation40 $138,273$0$0 $138,2731
Greg Sullivan Director of Research32 $102,364$0$0 $102,3641
Micaela Dawson Director of Communications40 $89,346$0$0 $89,3461
Brackett Dennison Director1 $0$0$0 $01
Nancy Anthony Director1 $0$0$0 $01
Brian Broderick Director1 $0$0$0 $01
Andrew Davis Director1 $0$0$0 $01
Stephen Fantone Director - Chairperson1 $0$0$0 $01
Gary Campbell Director1 $0$0$0 $01
Lucile Hicks Director1 $0$0$0 $01
C Bruce Johnstone Director1 $0$0$0 $01
Mark Richabaugh Director1 $0$0$0 $01
Frederick Clifford Director1 $0$0$0 $01
James Joslin Director1 $0$0$0 $01
Adam Portnoy Director1 $0$0$0 $01
Mary Myers Kauppila Director1 $0$0$0 $01
M Holt Massey Director1 $0$0$0 $01
Pamela Layton Director1 $0$0$0 $01
Roger Servison Director1 $0$0$0 $01
Peter Smyth Director1 $0$0$0 $01
Peter Wilde Director1 $0$0$0 $01
David Boit Director1 $0$0$0 $01
Ellen Roy Herzfelder Director1 $0$0$0 $01
Charles Hewitt III Director1 $0$0$0 $01
Eileen Shapiro Director1 $0$0$0 $01

Highest-paid independent contractors

2024 · 2 contractors · $228K
NameLocationServicePaid
SEAN WONGBoston, MAIT CONSULTANT$126,403
SEAN WONGCHELSEA, MAIT CONSULTANT$102,000
2021 · 1 contractor · $0
NameLocationServicePaid
None$0
2019 · 1 contractor · $0
NameLocationServicePaid
None$0

Who the money went to

Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.

2024 · 2 grants to organizations · $886K

Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.

Who gave

Contributor names are not public for this form type.

Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2024 · Form 990 period ending 2025-09-30 · view filing · original 990 ↗
$7,314,648$5,827,893 $11,078,748$10,616,542 $3,265,745$3,485,741 $1,488,2462035
2024 · Form 990 period ending 2024-09-30 · view filing · original 990 ↗
$5,946,434$4,694,380 $9,427,349$9,205,310 $3,343,070$2,100,903 $1,088,8621935
2023 · Form 990 period ending 2024-09-30 · amended · superseded · view filing · original 990 ↗
$5,946,434$4,694,380 $9,427,349$9,205,310 $3,343,070$2,100,903 $1,088,8611935
2023 · Form 990 period ending 2023-09-30 · superseded · view filing · original 990 ↗
$4,549,833$4,064,353 $7,478,638$7,270,775 $2,885,768$1,549,362 $1,143,2412035
2022 · Form 990 period ending 2023-09-30 · amended · view filing · original 990 ↗
$4,549,833$4,064,353 $7,478,638$7,270,775 $2,885,768$1,549,362 $1,143,2412035
2022 · Form 990 period ending 2023-09-30 · amended · superseded · view filing · original 990 ↗
$4,549,833$4,064,353 $7,478,638$7,270,775 $2,885,768$1,549,362 $1,143,2412035
2021 · Form 990 period ending 2022-09-30 · view filing · original 990 ↗
$4,174,169$3,227,857 $6,530,222$6,376,979 $2,670,321$1,509,145 $1,074,0031935
2020 · Form 990 period ending 2021-09-30 · view filing · original 990 ↗
$3,775,332$2,675,335 $5,985,831$5,862,550 $1,775,042$1,562,039 $852,2221435
2019 · Form 990 period ending 2020-09-30 · view filing · original 990 ↗
$3,377,287$2,384,435 $4,714,535$4,567,312 $2,346,043$921,013 $823,4791235

Funders of this organization

90 grantors reported grants to this organization, $15,070,182 in all, tax years 2009 to 2025; the 25 largest shown (all 90). Exact: the grantor wrote this organization's EIN. Fuzzy: the grantor wrote only a name (foundations' 990-PF has no EIN field), matched to the same or a near-identical name in the same state; the name as filed is shown. From the latest return for each grantor and year, so amended returns aren't counted twice. CSV

GrantorTotal givenGrantsLatest year's amountLatest yearYears givenTypeMatchGrants
FIDELITY INVESTMENTS CHARITABLE GIFT FUND $6,411,5079 $1,208,2112024 2016-2024 DAF sponsor Exact
show
DONOR ADVISED CHARITABLE GIVING $1,460,56910 $663,7692024 2015-2024 DAF sponsor Exact
show
STATE POLICY NETWORK $1,157,00010 $380,0002025 2015, 2017, 2020-2025 Public charity Exact
show
SIDNEY A SWENSRUD FOUNDATION $957,50015 $125,0002024 2010-2024 Private foundation Fuzzy filed as “PIONEER INSTITUTE”
show
LADERA FOUNDATION $467,0005 $250,0002021 2017-2021 Private foundation Fuzzy filed as “PIONEER INSTITUTE”, “PIONEER INSTITUTE INC”
show
LOVETT AND RUTH PETERS FOUNDATIONINC $450,0006 $25,0002025 2020-2025 Private foundation Fuzzy filed as “PIONEER INSTITUTE”, “PIONEER INSTITUTE INC”
show
TURNING LEAF FOUNDATION INC $405,0005 $105,0002025 2017-2018, 2021, 2024-2025 Private foundation Fuzzy filed as “PIONEER INSTITUTE”
show
BOSTON FOUNDATION INC $394,30022 $12,5002024 2009-2010, 2014-2024 DAF sponsor Exact
show
DONORS TRUST INC $305,0006 $61,0002024 2020-2024 DAF sponsor Exact
show
BETH AND RAVENEL CURRY FOUNDATION $250,0001 $250,0002025 2025 Private foundation Fuzzy filed as “PIONEER INSTITUTE”
show
ALLISON FAMILY CHARITABLE FOUNDATION $225,0007 $10,0002019 2013-2019 Private foundation Fuzzy filed as “PIONEER INSTITUTE”
show
LYNCH FOUNDATION $215,0006 $25,0002024 2010-2011, 2019-2020, 2023-2024 Private foundation Exact
show
DAVIS FAMILY CHARITABLE TRUST $192,5007 $50,0002025 2019-2025 Private foundation Fuzzy filed as “PIONEER INSTITUTE”
show
LYNDE AND HARRY BRADLEY FOUNDATION INC $155,0004 $60,0002024 2023-2024 Private foundation Fuzzy filed as “Pioneer Institute Inc”
show
FREDERICK O J MUZI FOUNDATION $152,0009 $25,0002021 2011-2015, 2018-2021 Private foundation Fuzzy filed as “PIONEER INSTITUTE”
show
FLATLEY FOUNDATION $100,0001 $100,0002023 2023 Private foundation Fuzzy filed as “PIONEER INSTITUTE”
show
SWORD AND SPOON FOUNDATION $93,7503 $1,0002019 2013, 2017, 2019 Private foundation Fuzzy filed as “PIONEER INSTITUTE”
show
GS DONOR ADVISED PHILANTHROPY FUND FOR WEALTH MANAGEMENT INC $81,0005 $20,0002024 2018-2019, 2022-2024 DAF sponsor Exact
show
ATLAS ECONOMIC RESEARCH FOUNDATION $75,5004 $25,0002025 2018, 2020, 2024-2025 Public charity Exact
show
HILLSDALE COLLEGE $75,0003 $25,0002016 2014-2016 DAF sponsor Exact
show
JOHN E & SUE M JACKSON CHARITABLE TRUST $73,5967 $14,2882017 2010-2015, 2017 Private foundation Fuzzy filed as “PIONEER INSTITUTE”, “PIONEER INSTITUTE INC”
show
DOWNEY FAMILY CHARITABLE FOUNDATION $72,0004 $15,0002025 2018-2019, 2024-2025 Private foundation Fuzzy filed as “Pioneer Institute”, “PIONEER INSTITUTE”
show
THE CROLL FOUNDATION ATTN MARY KATHLEEN OCONNELL $65,0007 $10,0002024 2018-2024 Private foundation Fuzzy filed as “PIONEER INSTITUTE”
show
HASTINGS FAMILY FOUNDATION INC $60,0006 $10,0002025 2018, 2020-2023, 2025 Private foundation Fuzzy filed as “PIONEER INSTITUTE”
show
LORING WOLCOTT & COOLIDGE CHARITABLE TR - I $60,0004 $14,0002023 2015, 2019, 2021, 2023 Public charity Exact
show

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CLEVELAND COUNTY PARTNERSHIP FOR CHILDREN INCNCB01 $7,785,969$7,251,198 EXECUTIVE DIRECTOR$161,765 Same NTEE code B01, revenue within 2x
HARNETT COUNTY PARTNERSHIP FOR CHILDREN INCNCB01 $3,671,758$3,693,490 Executive Director$118,394 Same NTEE code B01, revenue within 2x
GREATER PHOENIX URBAN LEAGUE INCAZB01 $9,977,729$10,324,805 CEO$271,620 Same NTEE code B01, revenue within 2x
PARTNERSHIP FOR CHILDREN OF JOHNSTON COUNTY INCNCB01 $4,677,882$4,677,915 Executive Director$120,958 Same NTEE code B01, revenue within 2x
CONFLUENCE ADVOCACY INCARB01 $4,215,000$4,241,199 FORMER EDUCATION ADVOCACY DIRECTOR$836,906 Same NTEE code B01, revenue within 2x
AMERICAN FEDERATION FOR CHILDREN INCMDB01 $11,825,233$10,808,906 CHIEF EXECUTIVE OFFICER$427,942 Same NTEE code B01, revenue within 2x
FIRST FIVE ACTION FUNDDCB01 $5,986,852$5,554,363 PRESIDENT$428,865 Same NTEE code B01, revenue within 2x
THE PARTNERSHIP FOR CHILDREN OF WAYNE COUNTY INCNCB01 $4,795,331$4,920,069 Executive Director$118,852 Same NTEE code B01, revenue within 2x
NATIONAL POLICE ASSOCIATION INCINB01 $4,902,739$5,124,407 PRESIDENT & TREASURER$110,000 Same NTEE code B01, revenue within 2x
FOUNDATION FOR EXCELLENCE INEDUCATION INCFLB01 $6,972,795$12,893,829 CEO$573,277 Same NTEE code B01, revenue within 2x
COMPETENCY-BASED EDUCATION NETWORK INCTNB01 $7,033,391$7,232,719 PRESIDENT$442,000 Same NTEE code B01, revenue within 2x
SCHOOLHOUSE CONNECTIONDCB01 $5,482,569$3,742,487 EXECUTIVE DIRECTOR$229,275 Same NTEE code B01, revenue within 2x
SIXPOINT INCFLB01 $10,188,013$5,341,129 DIRECTOR/PRESIDENT$350,200 Same NTEE code B01, revenue within 2x
SMART START OF DAVIDSON COUNTY INCNCB01 $4,682,763$4,709,865 EXECUTIVE DI$64,335 Same NTEE code B01, revenue within 2x
CHATHAM COUNTY PARTNERSHIP FOR CHILDRENNCB01 $4,631,571$4,574,583 EXECUTIVE DIRECTOR$79,510 Same NTEE code B01, revenue within 2x
PORTICO EDUCATION FOUNDATIONTXB01 $6,332,118$6,627,330 SUPERINTENDENT$83,966 Same NTEE code B01, revenue within 2x
BURKE COUNTY SMART START INCNCB01 $5,721,154$4,589,313 EXECUTIVE DIRECTOR$98,812 Same NTEE code B01, revenue within 2x
SANTA ROSA COUNTY SCHOOL READINESS COALITIONFLB01 $9,470,589$9,529,358 CEO$102,614 Same NTEE code B01, revenue within 2x

Who funds organizations like this

Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).

GrantorTotal givenGrantsOrganizations fundedTypeYearsWhich ones
FIDELITY INVESTMENTS CHARITABLE GIFT FUND funds this one $67,372,706147 37DAF sponsor2016–2024 TESSERACT RESEARCH CENTER INC; GREATER PHOENIX URBAN LEAGUE INC; MOVEMENT GENERATION; GEEARS THE GEORGIA EARLY EDUCATION ALLIANCE FOR READY STUDENTS INC and 33 more
WALTON FAMILY FOUNDATION INC $25,263,23132 9Private foundation2020–2024 FOUNDATION FOR EXCELLENCE INEDUCATION INC; TEXAS CHARTER SCHOOLS ASSOCIATION; SOUTHERN EDUCATION FOUNDATION INC; ADVANCE ILLINOIS NFP and 5 more
GATES FOUNDATION $17,692,89851 10Private foundation2010–2024 FOUNDATION FOR EXCELLENCE INEDUCATION INC; JACKSONVILLE PUBLIC EDUCATION FUND INC; FORT WORTH EDUCATION PARTNERSHIP INC; CONTIGO ED INC and 6 more
THE CHICAGO COMMUNITY TRUST $17,012,76116 6DAF sponsor2016–2024 SOUTHERN EDUCATION FOUNDATION INC; NATIONAL INDIAN EDUCATION ASSOCIATION; CONVERGENCE CENTER FOR POLICY RESOLUTION; ADVANCE ILLINOIS NFP and 2 more
VANGUARD CHARITABLE ENDOWMENT PROGRAM $12,696,25048 16DAF sponsor2020–2024 AMERICANS FOR FAIR TREATMENT INC; EDUCATED CHOICES PROGRAM INC; FOUNDATION FOR EXCELLENCE INEDUCATION INC; SIXPOINT INC and 12 more
NATIONAL PHILANTHROPIC TR funds this one $10,386,23960 17DAF sponsor2016–2024 SIXPOINT INC; FOUNDATION FOR EXCELLENCE INEDUCATION INC; EDUCATED CHOICES PROGRAM INC; ADVANCE ILLINOIS NFP and 13 more
FORD FOUNDATION $10,146,29631 5Private foundation2017–2024 LOCAL PROGRESS POLICY INSTITUTE; BLUEPRINT NORTH CAROLINA; WE THE PEOPLE - MI; VIRGINIA NEW MAJORITY EDUCATION FUND and 1 more
DONOR ADVISED CHARITABLE GIVING funds this one $7,272,22592 24DAF sponsor2014–2024 GEORGIA ALLIANCE EDUCATION FUND INC; FOUNDATION FOR EXCELLENCE INEDUCATION INC; TESSERACT RESEARCH CENTER INC; ELEVATE EARLY EDUCATION INC and 20 more
SILICON VALLEY COMMUNITY FOUNDATION $6,892,59629 11DAF sponsor2011–2024 GEORGIA ALLIANCE EDUCATION FUND INC; NATIONAL INDIAN EDUCATION ASSOCIATION; FOUNDATION FOR EXCELLENCE INEDUCATION INC; EARLY CHILDHOOD ALLIANCE ONONDAGA INC and 7 more
DOGWOOD HEALTH TRUST $6,815,38022 6Private foundation2020–2024 SMART START PARTNERSHIP FOR CHILDREN INC; BUNCOMBE COUNTY PARTNERSHIP FOR CHILDREN INC; MYFUTURENC INC; REGION A PARTNERSHIP FOR CHILDREN and 2 more
ASSETS UNDER MOVEMENT $6,468,28348 9DAF sponsor2018–2024 MOVEMENT GENERATION; BLUEPRINT NORTH CAROLINA; GEORGIA ALLIANCE EDUCATION FUND INC; VIRGINIA NEW MAJORITY EDUCATION FUND and 5 more
W K KELLOGG FOUNDATION $6,103,91930 7Private foundation2009–2024 SOUTHERN EDUCATION FOUNDATION INC; FOUNDATION FOR EXCELLENCE INEDUCATION INC; FAITHACTS FOR EDUCATION INC; GEEARS THE GEORGIA EARLY EDUCATION ALLIANCE FOR READY STUDENTS INC and 3 more
ANDREW W MELLON FOUNDATION $5,657,0007 2Private foundation2016–2024 COUNCIL OF GRADUATE SCHOOLS; KINFOLK TECH FOUNDATION
THE CALIFORNIA ENDOWMENT $5,578,31526 4Private foundation2013–2024 COMMUNITIES FOR A NEW CALIFORNIA EDUCATION FUND; INLAND COALITION FOR IMMIGRANT JUSTICE; MOVEMENT GENERATION; LOCAL PROGRESS POLICY INSTITUTE
WILLIAM & FLORA HEWLETT FOUNDATION $5,435,40030 5Private foundation2017–2024 SOUTHERN EDUCATION FOUNDATION INC; SCHOOLHOUSE CONNECTION; CONVERGENCE CENTER FOR POLICY RESOLUTION; LOCAL PROGRESS POLICY INSTITUTE and 1 more

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2024 · Form 990 · $5,827,893 spent · pay $2,938,961 · grants $885,500 · events $472,094
LineAs describedTotalProgramManagementFundraisingShare
Pay: officers, directors, trustees, key employees $1,488,246$874,976$153,492$459,778 25.5%
Other salaries and wages $951,667$776,756$9,427$165,484 16.3%
Grants to US organizations and governments $885,500$885,500-- 15.2%
Other (as described)RESEARCH $535,573$530,253$320$5,000 9.2%
Fees: other services $455,555$306,982$30,421$118,152 7.8%
Other employee benefits $275,578$172,617$36,426$66,535 4.7%
Conferences, conventions and meetings $258,214$180,416$69,050$8,748 4.4%
Office expenses $223,352$128,752$17,404$77,196 3.8%
Advertising and promotion $165,658$140,137$116$25,405 2.8%
Payroll taxes $127,700$81,586$8,893$37,221 2.2%
Other (as described)PRINTING & PUBLICATIONS $120,564$88,878$506$31,180 2.1%
Pension plan contributions $95,770$64,887$6,391$24,492 1.6%
Occupancy $63,142$36,398$4,920$21,824 1.1%
Travel $46,087$34,056$3,201$8,830 0.8%
Fees: investment management $39,528$1,809$31,161$6,558 0.7%
Depreciation and depletion $36,911$27,319$1,850$7,742 0.6%
Insurance $14,760$8,508$1,150$5,102 0.3%
Other (as described)BANK CHARGES $12,499$572$9,853$2,074 0.2%
Other (as described)STAFF BUSINESS EXPNESE $12,055$8,908$837$2,310 0.2%
All other expenses $5,999$4,065$400$1,534 0.1%
Information technology $5,120$2,951$399$1,770 0.1%
Fees: accounting $5,000$3,374$333$1,293 0.1%
Fees: legal $1,993$1,149$155$689 0.0%
Fees: lobbying $1,422$1,422-- 0.0%
Fundraising events Eventdirect expenses; gross income $478,282$213,880reported apart
Total$5,827,893100%

View the filing

2024 · Form 990 · $4,694,380 spent · pay $2,818,658 · grants $0 · events $285,509
LineAs describedTotalProgramManagementFundraisingShare
Pay: disqualified persons $1,729,796$1,234,118$68,712$426,967 36.8%
Pay: officers, directors, trustees, key employees $1,088,862$640,168$112,301$336,392 23.2%
Other (as described)CONSULTANTS $442,843$346,320$30,227$66,296 9.4%
Other (as described)RESEARCH $341,821$339,321$0$2,500 7.3%
Office expenses $272,761$152,614$58,012$62,135 5.8%
Advertising and promotion $260,456$229,119$4,715$26,622 5.5%
Conferences, conventions and meetings $258,331$171,693$45,137$41,501 5.5%
Other (as described)PRINTING & PUBLICATIONS $112,650$68,880$1,970$41,800 2.4%
All other expenses $91,466$50,000$34,708$6,758 1.9%
Other (as described)STAFF BUSINESS EXPENSE $60,334$32,458$1,942$25,934 1.3%
Depreciation and depletion $35,060$25,407$1,752$7,901 0.7%
Fundraising events Eventdirect expenses; gross income $209,828$27,178reported apart
Total$4,694,380100%

View the filing

2022 · Form 990 · $4,064,353 spent · pay $2,429,181 · grants $0 · events $189,740
LineAs describedTotalProgramManagementFundraisingShare
Pay: officers, directors, trustees, key employees $1,143,241$947,203$145,043$50,995 28.1%
Pay: disqualified persons $905,418$597,101$10,603$297,714 22.3%
Other (as described)CONSULTANTS $455,277$277,299$7,179$170,799 11.2%
Other (as described)RESEARCH $341,922$341,922-- 8.4%
Advertising and promotion $216,862$208,131$1,934$6,797 5.3%
Office expenses $190,212$121,328$30,231$38,653 4.7%
Other (as described) EventEVENTS & MEETINGS $189,740$120,515$47,426$21,799 4.7%
Other employee benefits $179,475$129,712$14,565$35,198 4.4%
Payroll taxes $135,969$105,647$8,875$21,447 3.3%
Other (as described)PRINTING & PUBLICATIONS $83,616$73,691$1,329$8,596 2.1%
Pension plan contributions $65,078$49,946$4,429$10,703 1.6%
All other expenses $39,587-$30,294$9,293 1.0%
Travel $34,844$23,535$404$10,905 0.9%
Occupancy $30,684$22,176$2,490$6,018 0.8%
Depreciation and depletion $25,460$18,401$2,066$4,993 0.6%
Fees: accounting $22,500-$22,500- 0.6%
Information technology $4,468$3,229$363$876 0.1%
Total$4,064,353100%

View the filing

2021 · Form 990 · $3,227,857 spent · pay $1,849,012 · grants $0 · events $93,790
LineAs describedTotalProgramManagementFundraisingShare
Pay: officers, directors, trustees, key employees $1,074,003$712,489$133,567$227,947 33.3%
Pay: disqualified persons $472,013$251,355$5,608$215,050 14.6%
Other (as described)Research $371,019$334,406$0$36,613 11.5%
Fees: other services $283,505$254,723$11,165$17,617 8.8%
Advertising and promotion $260,117$252,314$4,613$3,190 8.1%
Other employee benefits $146,211$89,253$13,350$43,608 4.5%
Office expenses $122,336$75,390$10,616$36,330 3.8%
Payroll taxes $107,036$67,821$9,191$30,024 3.3%
Other (as described) EventEvents & Meetings $93,790$57,470$27,406$8,914 2.9%
Other (as described)Printing & Publishing $65,204$44,133$265$20,806 2.0%
Travel $59,268$24,721$3,020$31,527 1.8%
Pension plan contributions $49,749$31,179$4,352$14,218 1.5%
Depreciation and depletion $33,564$23,656$2,322$7,586 1.0%
All other expenses $33,519$0$28,988$4,531 1.0%
Occupancy $30,684$18,731$2,801$9,152 1.0%
Fees: accounting $22,500$0$22,500$0 0.7%
Information technology $3,339$2,337$235$767 0.1%
Total$3,227,857100%

View the filing

2020 · Form 990 · $2,675,335 spent · pay $1,436,332 · grants $0 · events $129,349
LineAs describedTotalProgramManagementFundraisingShare
Pay: officers, directors, trustees, key employees $852,222$731,013$102,996$18,213 31.9%
Other salaries and wages $348,543$41,804$61,109$245,630 13.0%
Other (as described)Research $346,802$288,141$46,756$11,905 13.0%
Advertising and promotion $264,627$257,544$7,083$0 9.9%
Fees: other services $239,266$116,724$44,834$77,708 8.9%
Other (as described) EventEvents & Meetings $129,349$129,067$282$0 4.8%
Other employee benefits $129,183$83,142$17,655$28,386 4.8%
Office expenses $81,171$42,403$15,276$23,492 3.0%
Payroll taxes $74,114$47,700$10,129$16,285 2.8%
Other (as described)Printing & Publishing $44,305$25,523$8,477$10,305 1.7%
Depreciation and depletion $33,564$21,602$4,587$7,375 1.3%
Pension plan contributions $32,270$2,690$28,662$918 1.2%
Occupancy $30,684$19,748$4,194$6,742 1.1%
Travel $25,586$7,846$2,863$14,877 1.0%
Fees: accounting $22,500$0$22,500$0 0.8%
Other (as described)Distribution $9,518$2,481$4,287$2,750 0.4%
All other expenses $8,665$0$3,860$4,805 0.3%
Information technology $2,966$1,583$843$540 0.1%
Total$2,675,335100%

View the filing

2019 · Form 990 · $2,384,435 spent · pay $1,380,888 · grants $0 · events $113,529
LineAs describedTotalProgramManagementFundraisingShare
Pay: officers, directors, trustees, key employees $823,479$713,476$92,949$17,054 34.5%
Other salaries and wages $329,065$172,798$23,356$132,911 13.8%
Other (as described)Research $301,602$301,285$217$100 12.6%
Advertising and promotion $189,764$178,632$856$10,276 8.0%
Other (as described) EventEvents & Meetings $113,529$108,254$3,232$2,043 4.8%
Other employee benefits $112,204$86,282$11,323$14,600 4.7%
Fees: other services $100,319$77,960$993$21,366 4.2%
Payroll taxes $89,513$68,834$9,032$11,646 3.8%
Office expenses $83,336$60,509$5,293$17,535 3.5%
Depreciation and depletion $67,148$58,104$3,951$5,093 2.8%
Other (as described)Printing & Publishing $50,765$30,938$913$18,914 2.1%
Occupancy $30,684$23,595$3,096$3,992 1.3%
Pension plan contributions $26,627$20,475$2,687$3,465 1.1%
Other (as described)25428 $25,428$21,739$1,446$2,243 1.1%
Fees: accounting $22,500$0$22,500$0 0.9%
All other expenses $11,007$2,514$391$8,102 0.5%
Information technology $7,465$6,941$229$295 0.3%
Total$2,384,435100%

View the filing

Federal grants and contracts

Awards from USAspending.gov to a recipient with this organization's name and zip code. Obligations by federal fiscal year (October to September); each award links to its page on usaspending.gov.

Fiscal yearGrants and other assistanceContractsAwards
2020$0$01
Largest awards · 0 shown
YearAgencyKindProgramDescriptionObligated

State business registration

The same business name in the same state, from the state’s official registry data.

Also on this site Fuzzy

RecordName as filedWhereDatasetMatched by
Plan sponsorPIONEER INSTITUTE INCMAForm 5500 (employee benefit plans)EIN (EXACT)

Matched by name (and state) or EIN only; a shared name is not proof of the same person or organization.

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