JOHNSON OCONNOR RESEARCH SUPPORT CORPORATION: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- JOHNSON OCONNOR RESEARCH SUPPORT CORPORATION (EIN 13-3970491)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-10
- IRS object ID
- 201443149349302239
- Schema version
- 2013v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-10T15:41:57-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCGLADREY LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 80 CITY SQUARE | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 021293742 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133970491 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHNSON O'CONNOR RESEARCH SUPPORT CORPORATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOHN | BusinessNameControlTxt |
| Phone | 6175361584 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 347 BEACON STREET | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 021161102 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RSM MCGLADREY | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 6175361584 | PhoneNum |
| Signature | 2014-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LYNNE JOHNSON | PreparerPersonNm |
| PTIN | P00757336 | PTIN |
| Phone | 6179129000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | WILLIAM H CZAR | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 347 BEACON STREET | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 021161102 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $4,884,643 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.JOCRF.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1997 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE SUPPORT (FINANCIAL AND OTHERWISE) TO AFFILIATE CHARITABLE ORGANIZATIONS AND INDEPENDENT RESEARCHERS IN ORDER TO FURTHER BY RESEARCH AND TESTS, AN UNDERSTANDING OF HUMAN BEINGS AND TO MAKE THE RESULTS AVAILABLE TO THE PUBLIC. | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 7 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 6 | TotalVolunteersCnt |
| Total Gross UBI | $14,623 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $13,623 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $613,126 | PYInvestmentIncomeAmt |
| CY Investment Income | $586,911 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $613,126 | PYTotalRevenueAmt |
| CY Total Revenue | $586,911 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,092,056 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,250,000 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $155,640 | PYOtherExpensesAmt |
| CY Other Expenses | $132,202 | CYOtherExpensesAmt |
| PY Total Expenses | $1,247,696 | PYTotalExpensesAmt |
| CY Total Expenses | $1,382,202 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$634,570 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$795,291 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $19,949,590 | TotalAssetsBOYAmt |
| Total Assets EOY | $21,193,453 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $25,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $25,000 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $19,924,590 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $21,168,453 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO PROVIDE SUPPORT (FINANCIAL AND OTHERWISE) TO AFFILIATE CHARITABLE ORGANIZATIONS AND INDEPENDENT RESEARCHERS IN ORDER TO FURTHER BY RESEARCH AND TESTS, AN UNDERSTANDING OF HUMAN BEINGS AND TO MAKE THE RESULTS AVAILABLE TO THE PUBLIC. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,000,000 | ExpenseAmt |
| Grant | $1,000,000 | GrantAmt |
| Desc | PROVIDE FINANCIAL SUPPORT TO JOHNSON O'CONNOR RESEARCH FOUNDATION (95-2149001) IN ORDER TO FURTHER RESEARCH, TESTS, MEASUREMENTS, PUBLICATIONS, AND TEACHING AN UNDERSTANDING OF HUMAN BEINGS AND TO MAKE THE RESULTS THEREOF AVAILABLE TO THE PUBLIC AND TO PROVIDE SUPPORT TO COLLECT DATA AND TO DISSEMINATE KNOWLEDGE BY THE PUBLICATION AND DISTRIBUTION OF WRITINGS, PAPERS, BOOKS, PAMPHLETS, TESTS, BROCHURES, REPORTS, BULLETINS, GUIDES OR OTHER PUBLICATIONS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $100,000 | ExpenseAmt |
| Grant | $100,000 | GrantAmt |
| Desc | PROVIDE FINANCIAL SUPPORT TO HUMAN ENGINEERING LABORATORY INC. (95-2149000) IN ORDER TO FURTHER RESEARCH, TEST MEASUREMENTS, PUBLICATIONS, AND TEACHING AN UNDERSTANDING OF HUMAN BEINGS AND TO MAKE THE RESULTS THEREOF AVAILABLE TO THE PUBLIC AND TO PROVIDE SUPPORT TO COLLECT DATA AND TO DISSEMINATE KNOWLEDGE BY THE PUBLICATION AND DISTRIBUTION OF WRITINGS, PAPERS, BOOKS, PAMPHLETS, TESTS, BROCHURES, REPORTS, BULLETINS, GUIDES OR OTHER PUBLICATIONS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $150,000 | ExpenseAmt |
| Grant | $150,000 | GrantAmt |
| Desc | PROVIDE FINANCIAL SUPPORT FOR INDEPENDENT RESEARCH USING BRAIN IMAGING TECHNOLOGY TO EXPAND KNOWLEDGE INDIVIDUAL ABILITIES IDENTIFIED THROUGH TESTING BY THE ABOVE LISTED SUPPORTED CHARITABLE ORGANIZATIONS. THIS OUTSIDE RESEARCH RESULTED IN PUBLISHED JOURNAL ARTICLES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $1,250,000 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 7 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
| Other | Yes (X) | OtherInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAM H CZAR CFO | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6175361584 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 347 BEACON STREET | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 021161199 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (15 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|---|
| JOHN ARWEILER | |||||||
| TRUSTEE (UNTIL MAY 2013) | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |
| RICHARD BREHLER | |||||||
| TRUSTEE | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ALICE CAMPBELL | |||||||
| TRUSTEE | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ROBERT KYLE | |||||||
| TRUSTEE | 1.00 | 2.00 | Yes (X) | $0 | $0 | $2,631 | |
| ELLEN LEIFER | |||||||
| TRUSTEE | 1.00 | 2.00 | Yes (X) | $0 | $5,640 | $0 | |
| FRANCIS MACCONOCHIE | |||||||
| TRUSTEE | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |
| FRANKLIN STOWELL | |||||||
| TRUSTEE | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |
| RICHARD BOWKER | |||||||
| TRUSTEE | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |
| RICHARD C GERSHON | |||||||
| TRUSTEE | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID RANSOM | |||||||
| TRUSTEE/PRESIDENT/TREASURER | 4.00 | 36.30 | Yes (X) | $0 | $132,398 | $2,180 | Yes (X) |
| KURT CONOVER | |||||||
| TRUSTEE/VICE PRESIDENT | 1.00 | 37.30 | Yes (X) | $0 | $94,275 | $25,254 | Yes (X) |
| WENDY BIGELOW | |||||||
| TRUSTEE/DIRECTOR OF TESTING | 1.00 | 37.30 | Yes (X) | $0 | $79,138 | $17,715 | |
| ANDREW KAY | |||||||
| TRUSTEE (UNTIL OCT. 2013) | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |
| WILLIAM CZAR | |||||||
| CHIEF FINANCIAL OFFICER | 4.00 | 36.30 | $0 | $87,592 | $2,372 | Yes (X) | |
| TIMOTHY FITZGERALD | |||||||
| SECRETARY/LAB DIRECTOR | 1.00 | 37.30 | $0 | $79,041 | $9,824 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $478,084 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $59,976 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MORGAN STANLEY | BusinessNameLine1 |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 LONGWATER DRIVE | AddressLine1 |
| City | NORWELL | City |
| State | MA | State |
| ZIP Code | 02061 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | INVESTMENT ADVISOR | ServicesDesc |
| Compensation | $141,747 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $529,158 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$443 | UnrelatedBusinessRevenueAmt |
| Exclusion | $529,601 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,355,485 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,297,732 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $57,753 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $57,753 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $15,066 | UnrelatedBusinessRevenueAmt |
| Exclusion | $42,687 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $586,911 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $14,623 | UnrelatedBusinessRevenueAmt |
| Exclusion | $572,288 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,250,000 | TotalAmt |
| Program Services | $1,250,000 | ProgramServicesAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $129,132 | TotalAmt |
| Management And General | $129,132 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TAXES & LICENSES | Desc |
| Total | $3,070 | TotalAmt |
| Management And General | $3,070 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,382,202 | TotalAmt |
| Program Services | $1,250,000 | ProgramServicesAmt |
| Management And General | $132,202 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $153,112 | BOYAmt |
| EOY | $100,581 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,793,154 | BOYAmt |
| EOY | $18,317,351 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,003,324 | BOYAmt |
| EOY | $2,775,521 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,949,590 | BOYAmt |
| EOY | $21,193,453 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,000 | BOYAmt |
| EOY | $25,000 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,000 | BOYAmt |
| EOY | $25,000 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,924,590 | BOYAmt |
| EOY | $21,168,453 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,924,590 | BOYAmt |
| EOY | $21,168,453 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,949,590 | BOYAmt |
| EOY | $21,193,453 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$795,291 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $2,039,154 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type2 | Yes (X) | SupportingOrgType2Ind |
| Contribution Controller | 0 | ContributionControllerInd |
| Contribution Family | 0 | ContributionFamilyInd |
| Contribution35 Controlled | 0 | Contribution35ControlledInd |
Supported Org Information SupportedOrgInformationGrp (2 entries)
| EINEIN | Organization TypeOrganizationTypeDesc | Governing Document ListedGoverningDocumentListedInd | Supported Org NotifiedSupportedOrgNotifiedInd | US OrganizedUSOrganizedInd | SupportSupportAmt |
|---|---|---|---|---|---|
| JOHNSON O'CONNOR RESEARCH FOUNDATION INCORPORATED - 501(C)(3) | |||||
| 952149001 | 9 | Yes (1) | Yes (1) | Yes (1) | $1,000,000 |
| HUMAN ENGINEERING LABORATORY INCORPORATED - 501(C)(3) | |||||
| 952149000 | 9 | Yes (1) | Yes (1) | Yes (1) | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 2 | SupportedOrganizationsTotalCnt |
| Support Sum | $1,100,000 | SupportSumAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $19,796,478 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $2,650,414 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,200,000 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $154,020 | AdministrativeExpensesAmt |
| End Year Balance | $21,092,872 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $18,674,264 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $2,350,607 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,092,056 | GrantsOrScholarshipsAmt |
| Other Expenditures | -$1,177 | OtherExpendituresAmt |
| Administrative Expenses | $137,514 | AdministrativeExpensesAmt |
| End Year Balance | $19,796,478 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $20,461,511 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$555,632 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,031,290 | GrantsOrScholarshipsAmt |
| Other Expenditures | $62,087 | OtherExpendituresAmt |
| Administrative Expenses | $138,238 | AdministrativeExpensesAmt |
| End Year Balance | $18,674,264 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $19,236,067 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $2,501,045 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,201,304 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $74,297 | AdministrativeExpensesAmt |
| End Year Balance | $20,461,511 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $16,465,112 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $3,931,467 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,373,163 | GrantsOrScholarshipsAmt |
| Other Expenditures | -$300,000 | OtherExpendituresAmt |
| Administrative Expenses | $87,349 | AdministrativeExpensesAmt |
| End Year Balance | $19,236,067 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1.00000 | BoardDesignatedBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP INVESTMENTS | Desc |
| Book Value | $2,775,521 | BookValueAmt |
| Method Valuation | C | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $2,775,521 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INTERCOMPANY ACCOUNTS PAYABLE | Desc |
| Amt | $25,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $25,000 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | ENDOWMENT FUNDS TO SUPPORT AFFILIATE ORGANIZATIONS AND OTHER RESEARCH RELATED TO MISSION STATEMENT STATED ON FORM 990, PART I, LINE 1. |
| PART X, LINE 2: | THE ORGANIZATION FOLLOWS THE FASB ASC 740, "INCOME TAXES", WHICH CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES BY PRESCRIBING THE RECOGNITION THRESHOLD A TAX POSITION IS REQUIRED TO MEET BEFORE BEING RECOGNIZED IN THE FINANCIAL STATEMENTS. THE ORGANIZATION RECOGNIZES A TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY THE TAXING AUTHORITIES. MANAGEMENT EVALUATED THE ORGANIZATION'S TAX POSITION AND CONCLUDED THAT THE ORGANIZATION HAS NO MATERIAL UNCERTAINTIES IN INCOME TAXES. THE ORGANIZATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE, OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE 2010. THE ORGANIZATION WILL ACCOUNT FOR INTEREST AND PENALTIES RELATED TO UNCERTAIN TAX POSITIONS, IF ANY, AS PART OF TAX EXPENSE. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| JOHNSON O'CONNOR RESEARCH FOUNDATION | |||||||
| 347 BEACON STREET | BOSTON | MA | 02116 | 952149001 | 501(C)(3) | $1,000,000 | TESTING ADMINISTRATION |
| HUMAN ENGINEERING LABORATORY | |||||||
| 347 BEACON STREET | BOSTON | MA | 02116 | 952149000 | 501(C)(3) | $100,000 | TESTING ADMINISTRATION |
| BRAIN AND BEHAVIORAL ASSOCIATES PC | |||||||
| 801 UNIVERSITY BLVD SE | ALBUQUERQUE | NM | 87106 | 452520830 | $150,000 | RESEARCH RELATED | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE EXECUTIVES AND OFFICERS OF THE JOHNSON O'CONNOR SUPPORT CORPORATION (GRANTOR) ARE ALSO THE EXECUTIVES AND OFFICERS OF THE JOHNSON O'CONNOR RESEARCH FOUNDATION INC. (GRANTEE). THE FUNDS ARE USED IN SUPPORT OF THE SUPPORTED 501(C)(3) MISSION. THE EXECUTIVES, OFFICERS, AND RESEARCH DEPARTMENT MONITOR AND COLLABORATE WITH THE OUTSIDE ACADEMIC RESEARCHERS SUPPLYING DATA AND MATERIAL ASSISTANCE. PAYMENT IS COMPLETED UPON PUBLICATION OF RESEARCH FINDINGS IN SCHOLARLY JOURNALS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | JOHNSON O'CONNOR RESEARCH FOUNDATION, INC HAS MEMBERS. THE ORIGINAL MEMBERS OF THE ORGANIZATION WERE THE INCORPORATORS. THROUGH THE YEARS VACANCIES HAVE BEEN FILLED AND NEW INDIVIDUALS HAVE BECOME MEMBERS. ACCORDING TO ARTICLE II SECTION 1 OF THE BY-LAWS OF THE ORGANIZATION, NEW MEMBERS ARE ELECTED BY THE CURRENT MEMBERS BY MAJORITY VOTE. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE GOVERNING BODY OF THIS ORGANIZATION IS A BOARD OF TRUSTEES, AS STATED IN THE BY-LAWS ARTICLE III SECTION 1 "THE TRUSTEES SHALL BE ELECTED FOR A TERM OF 1 YEAR AT THE ANNUAL MEETING OF MEMBERS, AND SHALL SERVE FOR THE TERM FOR WHICH THEY HAVE BEEN ELECTED AND/OR THEIR SUCCESSORS HAVE BEEN DULY CHOSEN AND QUALIFIED..." THE BOARD OF TRUSTEES DOES NOT NEED MEMBER APPROVAL FOR ANY OF ITS DECISIONS. |
| FORM 990, PART VI, SECTION B, LINE 11 | AFTER MANAGEMENT HAS REVIEWED THE FORM 990 AND PRIOR TO ITS SUBMISSION, COPIES OF THE FORM 990 WILL BE DISTRIBUTED TO ALL MEMBERS OF THE ORGANIZATION'S GOVERNING BODY GIVING THEM THE OPPORTUNITY TO PROPERLY REVIEW AND COMMENT ON THE FORM 990. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE CONFLICT OF INTEREST POLICY IS SIGNED BY EACH TRUSTEE ANNUALLY. MONITORING POSSIBLE CONFLICTS IS PART OF FINANCIAL CONTROLS AND OVERSIGHT: ALL EXPENSE CHECKS ARE SIGNED BY TWO INDIVIDUALS; ALL SIGNIFICANT EXPENSES ARE VOTED ON BY AN EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES AND APPROVED REGULARLY BY THE FULL BOARD; THE BOOKS AND RECORDS ARE AUDITED BY AN INDEPENDENT AUDITING FIRM ANNUALLY. THERE HAVE BEEN NO PAYMENTS OR LOANS TO OR PURCHASES FROM ANY BOARD MEMBER. NOMINAL LEGAL FEES FOR REVIEWING OFFICE LEASES HAVE BEEN PAID TO AN ATTORNEY SERVING ON THE BOARD. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE BOARD OF TRUSTEES USES PUBLISHED MANAGEMENT COMPENSATION REPORTS FROM PRM CONSULTING, INC. AND OTHER AVAILABLE REVIEW MATERIAL TO SET SALARY LEVELS FOR THE PRESIDENT AND ALL OTHER OFFICERS. OFFICERS UNDER SALARY REVIEW WHO SERVE ON THE BOARD OF TRUSTEES DO NOT PARTICIPATE IN SALARY DISCUSSIONS AND VOTES BY THE BOARD OF TRUSTEES. |
| FORM 990, PART VI, SECTION C, LINE 18 | THE ORGANIZATION'S FORM 990 IS ALSO AVAILABLE FOR REVIEW ONLINE THROUGH THE GUIDESTAR.ORG WEBSITE. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST TO ANY INDIVIDUAL WHO WISHES TO REVIEW THEM. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|
| JOHNSON O'CONNOR RESEARCH FOUNDATION INC | |||||||||
| 347 BEACON STREET | BOSTON | MA | 02116 | 952149001 | APTITUDE TESTING | NY | 501(C)(3) | LINE 9 | 0 |
| HUMAN ENGINEERING LABORATORY INC | |||||||||
| 347 BEACON STREET | BOSTON | MA | 02116 | 952149000 | APTITUDE TESTING | MA | 501(C)(3) | LINE 9 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |