2023-08-10T03:57:13-04:00 2022-09-30 990 2021-10-01 222632081 PIONEER INSTITUTE INC % James Stergios PION 6177232277 185 DEVONSHIRE ST BOSTON MA 021101409 Glenn Ricciardelli CPA Auditor & Tax Preparer 2023-08-10 true Glenn Ricciardelli P00444363 6174261552 2023-08-10 X 2021 2023-04-26 12:10:37Z James Stergios 185 DEVONSHIRE ST STE 1101 BOSTON MA 021101409 4174169 false X www.pioneerinstitute.org X 1988 MA Pioneer Institute develops and communicates dynamic ideas that advance prosperity and a vibrant civic life in Massachusetts and beyond. Pioneer believes that America is at its best when their citizenry is well-educated committed to liberty personal responsibility and free enterprise and both willing and able to rest their beliefs based on facts. 20 20 19 35 0 0 1775042 2670321 1562039 1509145 404610 -12182 33641 6885 3775332 4174169 0 0 0 0 1436332 1849012 0 0 707880 1239003 1378845 2675335 3227857 1099997 946312 5985831 6530222 123281 153243 5862550 6376979 Pioneer Institute develops and communicates dynamic ideas that advance prosperity and a vibrant civic life in Massachusetts and beyond. Pioneer believe that America is at its best when our citizenry is well-educated committed to liberty personal responsibility and free enterprise and both willing and able to test their beliefs based on facts. true false 762818 0 252437 PIONEER EDUCATION builds on Pioneer's legacy as a leader in the charter public school movement and a champion of greater academic rigor in Massachusetts' schools to promote education reform through data-driven research lively forums opinion pieces and public testimony. Pioneer promotes high-quality academic standards and a portfolio of public and private school choice options including charter schools regional vocational-technical schools inter-district choice programs and tax credit strategies to increase access to private and parochial education for economically disadvantaged youth and expanded virtual learning programs. 420764 0 420000 PIONEER HEALTH aims to refocus the Massachusetts conversation about health care costs away from government-imposed solutions toward market-based state reforms. The center's research advocacy and programs aim to make healthcare pricing more transparent. Under its Life Sciences Initiative Pioneer explores innovative drug pricing mechanisms and the impact of "one size fits all" approaches to healthcare value assessments. 510988 0 115000 PIONEER OPPORTUNITY seeks to strengthen Massachusetts' economic competitiveness and promote economic mobility programs that improve the business climate tax competitiveness and regulations,to support business and job growth especially in urban areas and advance the quality and efficiency of public transportation services. Pioneer originated "MassEconomix.com" a public-facing on-line tool that provides policy-makers the media and the general public timely and accurate economic information and analyses. 545408 0 672725 2239978 true true false true false false false false false true true false false false false false true true false false false false false false false false false false false true false false false false false false false false true false false false true false false false false true 51 0 true 19 true false false false false false true true false 0 false false false false false X 20 20 false false true false false false false true true false false true true true true true true true false false MA X X Mary Z Connaughton 6177232277 185 DEVONSHIRE ST STE 1101 BOSTON MA 021101409 James Stergios Executive Director 40.00 0.00 X X X 356207 0 0 Mary Connaughton Chief Operating Officer 40.00 0.00 X X X 203410 0 0 Matthew Toyer Chief Development Officer 40.00 0.00 X X X 200178 0 0 Jamie Gass Director of Pioneer Education 40.00 0.00 X X 151214 0 0 Micaela Dawson Director of Communications 40.00 0.00 X X 112802 0 0 Frank Bailey President of Pioneer Legal 40.00 0.00 X 50192 0 0 Brackett Denniston Director 1.00 0.00 X 0 0 0 Brian Broderick Director 1.00 0.00 X 0 0 0 Andrew Davis Director 1.00 0.00 X 0 0 0 Gary Campbell Director 1.00 0.00 X 0 0 0 C Bruce Johnstone Director 1.00 0.00 X 0 0 0 Mark RIckabaugh Director 1.00 0.00 X 0 0 0 Drew Davis Director 1.00 0.00 X 0 0 0 Frederick Clifford Director 1.00 0.00 X 0 0 0 James Joslin Treasurer 1.00 0.00 X 0 0 0 Mary Myers Kauppila Director 1.00 0.00 X 0 0 0 M Holt Massey Director 1.00 0.00 X 0 0 0 Pamela Layton Director - Clerk 1.00 0.00 X 0 0 0 Roger Servison Director 1.00 0.00 X 0 0 0 Peter Wilde Director 1.00 0.00 X 0 0 0 Ellen Roy Herzfelder Director 1.00 0.00 X 0 0 0 Charles Hewitt III Director 1.00 0.00 X 0 0 0 Chris diBonaventura Director 1.00 0.00 X 0 0 0 Ed Glaeser Director 1.00 0.00 X 0 0 0 Sara Johnson Director 1.00 0.00 X 0 0 0 Brian Shortsleeve Director 1.00 0.00 X 0 0 0 Lucile Hicks Director 1.00 0.00 X 0 0 0 Adam Portnoy Director - Chairman 1.00 0.00 X 0 0 0 1074003 0 0 6 false true false None 0 0 0 0 0 0 2670321 435719 2670321 Pioneer Education 251420 0 0 0 Pioneer Opportunity 115000 0 0 0 Pioneer Health 420000 0 0 0 Pioneer Legal LLC 269175 0 0 0 Outreach & Public Communication 389545 0 0 0 64005 0 0 0 1509145 -12182 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Sales of Tickets & Publications 6885 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 6885 4174169 0 0 0 0 0 0 0 0 0 0 0 1074003 712489 133567 227947 472013 251355 5608 215050 0 0 0 0 49749 31179 4352 14218 146211 89253 13350 43608 107036 67821 9191 30024 0 0 0 0 0 0 0 0 22500 0 22500 0 0 0 0 0 0 0 0 0 0 0 283505 254723 11165 17617 260117 252314 4613 3190 122336 75390 10616 36330 3339 2337 235 767 0 0 0 0 30684 18731 2801 9152 59268 24721 3020 31527 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 33564 23656 2322 7586 0 0 0 0 Printing & Publishing 65204 44133 265 20806 Research 371019 334406 0 36613 Events & Meetings 93790 57470 27406 8914 0 0 0 0 33519 0 28988 4531 3227857 2239978 279999 707880 0 0 0 0 1321155 1427677 220430 370507 207247 360025 0 0 0 0 0 0 0 0 0 0 7124 26916 1228679 458865 803378 769814 3426497 3575283 0 0 0 0 0 0 0 0 5985831 6530222 123281 153243 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 123281 153243 X 4154298 4705831 1708252 1671148 5862550 6376979 5985831 6530222 946312 -431883 0 0 0 0 X false true X true false X 2368411 2393473 3267056 3337081 4179466 15545487 0 0 0 0 0 0 0 0 0 0 0 0 2368411 2393473 3267056 3337081 4179466 15545487 0 15545487 98640 68682 103556 599849 -444068 426659 0 0 0 0 0 0 15627 19196 6675 33641 6885 82024 16054170 16054350 0.97 0.93 X Part II - Line 10 | Year:, Amount:, Description:| 2017, 15627.0000, Ticket & Book Sales| 2018, 19196Ticket & Book Sales| 2019, 6675Ticket & Book Sales| 2020, 33641Revenue from a Shared Services Agreement and the sale of Publications Tickets etc.| 2021, 6885Revenue from a Shared Services Agreement and the sale of Publications Tickets etc.| RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 4366745 1289970 -444068 0 1244528 0 3968119 3267960 1577289 599849 0 1078353 0 4366745 2690985 1579756 103566 0 1106337 0 3267960 2613106 1059500 68682 0 1050303 0 2690985 1982415 1996556 98640 0 1464505 0 2613106 0.58 0.17 0.25 false false 0 0 0 0 992864 223050 769814 0 0 0 0 0 73403 73403 0 0 162412 162412 0 769814 3742283 -431886 0 0 0 -431886 4174169 0 0 0 4174169 3227856 0 0 0 0 3227856 1 1 3227857 Part V, line 4 Part XI Line 4B: Added an adjustment of $1.00 to reconcile the annual revenue between the audited financial statements and the Form 990 to account for rounding. Part XII Line 4B: Added an adjustment of $1.00 to reconcile the annual expenses between the audited financial statements and the Form 990 to account for rounding. Part XI, line 4b We have included an adjustment of $1 in Line 4B of the reconciliation of revenue to correct for rounding and to allow for the total expenses per the tax return to agree with the audited financial statements. X X X X false false false false false false false false false James Stergios Executive Director 341207 0 15000 0 0 0 8592 0 19097 0 383896 0 0 0 Mary Connaughton Chief Operating Officer 203410 0 0 0 0 0 6102 0 28620 0 238132 0 0 0 Matthew Toyer Chief Development Officer 200178 0 0 0 0 0 6005 0 10468 0 216651 0 0 0 Jamie Gass Director of Pioneer Education 151214 0 0 0 0 0 4536 0 28620 0 184370 0 0 0 X 18 301174 Fair Market Value X Auditing Fees, etc. 1 17500 Fair Market Value of Auditing and Tax Preparation Services X Google Ad Grants 1 94545 Fair Market Value of Advertising X Rational 360 1 22500 Fair Market Value of Public Relations Services 0 false true false Part III, line 2 PIONEER LEGAL LLC the AFFILIATE a not-for-profit public interest law firm established in December 2021 as an LLC with PIONEER INSTITUTE as its sole member. The AFFILIATE has its own Board of Directors whose membership must be approved by PIONEER along with its budget the appointment of its president and other significant transactions. Part VI, Line 4 During the year the Board of Directors amended its bylaws to allow for three 3-year terms rather than three 2-year terms for directors. Additionally the bylaws were amended to add a Strategic Implementation Committee to assist in contributing to the governance of the Organization. Part VI, Line 11b The auditors complete Form 990 with the assistance of management. The return is reviewed in detail by management and the Audit Committee and necessary revisions are made. A final version of the return is distributed to management the Audit Committee and the Board of Directors prior to filing. Pioneer makes their current audited financial statements and tax returns for the last 10-years accessible from their website. Additionally the financial statements and tax returns are available upon request. along with the organization's Conflict of Interest policy. Part VI, Line 12c Pioneer's Conflict of Interest policy is circulated to all of the Organization's employees annually including management and the Board of Directors. Recipients are required to sign the policy and disclose any potential conflicts of interest or related concerns. Additionally management regularly monitors vendor relationships for any potential conflicts throughout the year. Part VI, Line 15 The compensation of Pioneer's officers and key employees is determined in accordance with the following procedures: A an annual performance evaluation is undertaken by the employee's supervisor or in the case of the Executive Director by the Board and the Strategic Implementation Committee with performance evaluated relative to certain goals and key performance metrics B self-evaluation of the employee is undertaken and shared with management C a review of comparative compensation data for similar organizations in terms of size annual revenue number of employees geographical market etc. is undertaken D documentation of the process and the results are recorded in the employee's personnel file and the minutes of the committee or board meeting. The annual compensation of the Executive Director is subject to the recommendation of the Strategic Implementation Committee established by the board while also requiring approval from the full board. Part VI, Line 19 Pioneer makes their current audited financial statements and tax returns for the last 10-years accessible from their website www.pionerinstitute.org. Additionally the financial statements and tax returns are available upon request along with the organization's bylaws and conflict of interest policy. Part III, Line 4d | Description:, Expense Amount:, Grants Amount:, Revenue Amount:| PIONEER LEGAL is a non-partisan public interest law organization whose purpose is to undertake legal and educational efforts including litigation and policy advocacy to enable people to prosper and society to thrive in connection with defending and promoting excellence in educational outcomes transparent and accountable government humane and economically beneficial immigration policies inclusive and effective transportation systems and generally promoting economic opportunity across New England., $93881, $0, $269175| PIONEER PUBLIC promotes MBTA & government pension reforms that provide fair & sustainable retirement support full transparency of public information; and performance measurement and the adoption of best practices in state & local government with a current focus on local governments and the state's transportation bureaucracy and competitive contracting of public services when the quality of the service can be improved and the cost lowered., $218088, $0, $14005| Communication and Outreach represents all of the efforts Pioneer Institute utilizes to educate the public directly on their research products., $233439, $0, $389545| PioneerLegal LLC 185 Devonshire Street Suite 1101 Boston MA 02110 874300907 Public Interest Law MA 269175 373553 Pioneer Institute