2024-07-30T03:56:04-04:00 2023-09-30 043140065 GLENN RICCIARDELLI PC 10 HIGH STREET SUITE 1000 Boston MA 02110 990 2023-01-01 222632081 PIONEER INSTITUTE INC % James Stergios PION 6177232277 185 DEVONSHIRE ST STE 1101 BOSTON MA 021101409 Mary Z Connaughton Chief Operating Officer 2024-07-30 false Glenn Ricciardelli P00444363 6174261552 2024-07-30 X 2023 2024-08-08 14:25:15Z James Stergios 185 DEVONSHIRE ST STE 1101 BOSTON MA 021101409 4549833 false X www.pioneerinstitute.org X 1988 MA PIONEER INSTITUTE DEVELOPS AND COMMUNCATES DYNAMIC IDEAS THAT ADVANCE PROSPERITY AND A VIBRANT CIVIC LIFE IN MASSACHUSETTS AND BEYOND. 22 22 20 35 0 0 2670321 2885768 1509145 1549362 -12182 114703 6885 0 4174169 4549833 0 0 0 0 1849012 2429181 0 0 694786 1378845 1635172 3227857 4064353 946312 485480 6530222 7478638 153243 207863 6376979 7270775 PIONEER INSTITUTE DEVELOPS AND COMMUNICATES DYNAMIC IDEAS THAT ADVANCE PROPSERITY AND A VIBRANT CIVIC LIFE IN MASSACHUSETTS AND BEYOND. PIONEER BELIEVES THAT AMERICA IS AT ITS BEST WHEN OUR CITIZENRY IS WELL-EDUCATED COMMITTED TO LIBERTY PERSONAL RESPONSIBILITY AND FREE ENTERPRISE. false false 818875 0 342725 PIONEER EDUCATION & CIVICS 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 school choice programs tax credit strategies to increase access to private and parochial education for economically disadvantaged youth and expanded virtual learning programs. Through MassWatch Pioneer' s suite of transparency tools parents can learn about their local public schools and school district review their performance and compare them with other schools from across Massachusetts. 621980 0 404000 PIONEERHEALTH aims to refocus the Massachusetts conversation about health care coasts away from government-imposed solutions toward market-based state reforms. The center's research 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 and reviews ways to ensure a robust pipeline of therapies that are affordable to patients. 454385 0 500 PIONEER OPPORTUNITY seeks to strengthen Massachusetts' economic competitiveness and promote economic mobility through programs that improve business climate tax competitiveness and regulations support business and job growth especially in urban areas and advance the quality and efficiency of public transportation services. Pioneer originated IRS Data Discovery and Labor Analytics public facing on-line tools that provides policy-makers the media and the general public timely and accurate economic information and analyses. Pioneer also does research on the important role of immigrant entrepreneurs. 1144596 0 697375 3039836 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 59 0 20 true false false false false false true true false 0 false false false false false X 22 22 false false false 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 X 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 DREW DAVIS Director 1.00 0.00 X 0 0 0 MICHAEL BROWN Director 1.00 0.00 X 0 0 0 MICHAEL KENNEALY Director 1.00 0.00 X 0 0 0 JIM JOSLIN Treasurer 1.00 0.00 X 0 0 0 JAMES STERGIOS Executive Director 40.00 0.00 X X X 376998 0 0 MARY Z CONAUGHTON Chief Operating Officer 40.00 0.00 X X X 229994 0 0 WILLIAM SMITH Director Life Sciences 40.00 0.00 X X 209983 0 0 JAMIE GASS Director of PioneerEducation 40.00 0.00 X X 168012 0 0 FRANK BAILEY President of PioneerLegal 40.00 0.00 X X 150000 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 X 0 0 0 MARK RICKABAUGH Director 1.00 0.00 X 0 0 0 FREDERICK CLIFFORD Director 1.00 0.00 X 0 0 0 ADAM PORTNOY Director Chairperson 1.00 0.00 X 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 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 1134987 0 0 7 false true false 0 0 0 0 0 2885768 378624 2885768 PIONEER EDUCATION 492725 0 0 0 PIONEER OPPORTUNITY 234000 0 0 0 PIONEER HEALTH 374000 0 0 0 PIONEER LEGAL LLC 333275 0 0 0 OUTREACH & PUBLIC COMMUNICATION 93121 0 0 0 22241 0 0 0 1549362 114703 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 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 4549833 0 0 0 0 0 0 0 0 0 0 0 1143241 947203 145043 50995 905418 597101 10603 297714 0 0 0 0 65078 49946 4429 10703 179475 129712 14565 35198 135969 105647 8875 21447 0 0 0 0 0 0 0 0 22500 0 22500 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 216862 208131 1934 6797 190212 121328 30231 38653 4468 3229 363 876 0 0 0 0 30684 22176 2491 6018 34844 23535 404 10905 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 25460 18401 2066 4993 0 0 0 0 PRINTING & PUBLICATIONS 83616 73691 1329 8596 RESEARCH 341922 341922 0 0 EVENTS & MEETINGS 189740 120515 47426 21799 CONSULTANTS 455277 277299 7179 170799 39587 0 30294 9293 4064353 3039836 329732 694786 0 0 0 0 1427677 772417 370507 1008050 360025 191750 0 0 0 0 0 0 0 0 0 0 26916 76127 1228679 484325 769814 744354 3575283 4685940 0 0 0 0 0 0 0 0 6530222 7478638 153243 207863 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 153243 207863 X 4705831 5255979 1671148 2014796 6376979 7270775 6530222 7478638 485480 408316 0 0 0 0 X false true true false X 2393473 3267056 3337081 4179466 4424474 17601550 0 0 0 0 0 0 0 0 0 0 0 0 2393473 3267056 3337081 4179466 4424474 17601550 0 17601550 68682 103556 599849 -444068 523018 851037 0 0 0 0 0 0 19196 6675 33641 6885 10656 77053 18529640 0 0.9499 0.9683 X Part II - Line 10 | Year:, Amount:, Description:| 2019, 19196, SALE OF PUBLICATIONS & EVENT TICKET SALES| 2020, 6675SALE OF PUBLICATIONS & EVENT TICKET SALES| 2021, 33641SALE OF PUBLICATIONS & EVENT TICKET SALES| 2022, 6885SALE OF PUBLICATIONS & EVENT TICKET SALES & PROCEEDS FROM SHARED SERVICES AGREEMENT| 2023, 10656SALE OF PUBLICATIONS & EVENT TICKET SALES & PROCEEDS FROM SHARED SERVICES AGREEMENT| RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 0 54 0 0 0 54 81 269 0 0 0 269 14 0 0 0 14 21 215 0 0 0 215 Part IV | PartandLinenumber:,Explanation:| Part II-A Line 1,PIONEER INSTITUTE DID NOT INCUR ANY LOBBYING OR POLITICAL ACTIVITY RELATED EXPENSES DURING THE FISCAL YEAR. HOWEVER THE ORGANIZATION PREVIOUSLY ADOPTED A SECTION h ELECTION BY FILING FORM 5768 WHICH IS AN ONGOING ELECTION. THEREFORE IN PART IV OF FORM 990 WAS CHECKED YES.| 3968119 1264446 523018 0 1085865 66090 4602628 4366745 1289970 -444068 0 1244528 0 3968119 3267960 1577289 599849 0 1078353 0 4366745 2690985 1579756 103556 0 1106337 0 3267960 2613106 1059500 68682 0 1050303 0 2690985 0.56 0.19 0.25 false false 0 0 0 0 992864 248510 744354 0 0 0 0 0 73403 73403 0 0 162412 162412 0 744354 4958148 408315 0 0 408315 4549833 0 4549833 4064353 0 0 0 0 4064353 0 0 4064353 X X X X false false false false false false false false false JAMES STERGIOS Executive Director 364998 0 12000 0 0 0 0 0 31673 0 408671 0 0 0 JAMIE GASS Director of PioneerEducation 168012 0 0 0 0 0 0 0 36312 0 204324 0 0 0 MARY Z CONAUGHTON Chief Operating Officer 229994 0 0 0 0 0 0 0 38174 0 268168 0 0 0 WILLIAM SMITH Director Life Sciences 209983 0 0 0 0 0 0 0 7887 0 217870 0 0 0 FRANK BAILEY President of PioneerLegal 150000 0 0 0 0 0 0 0 4500 0 154500 0 0 0 Part I Line 3 THE EXECUTIVE DIRECTOR's ANNUAL COMPENSATION IS SUBJECT TO THE RECOMMENDATION OF THE STRATEGIC IMPLEMENTATION COMMITTEE ESTABLISHED BY THE BOARD, WHICH IS SUBJECT TO THE FINAL APPROVAL OF THE ENTIRE BOARD. THE COMMITTEE CONDUCTS AN ANNUAL PERFORMANCE EVALUATION RELATIVE TO CERTAIN GOALS AND KEY PERFORMANCE METRICS WHILE ALSO CONDUCTING A MARKET STUDY OF COMPENSATION DATA FOR COMPARABLE ORGANIZATIONS. DOCUMENTATION OF THE PROCESS AND THE RESULTS ARE RECORDED IN THE MINUTES OF THE COMMITTEE AND BOARD MEETINGS. X 4 218862 FAIR MARKET VALUE X AUDIT and TAX SERVICES 1 20000 FAIR MARKET VALUE X SOCIAL MEDIA ADVERTISING CREDITS 1 88121 FAIR MARKET VALUE X PUBLIC RELATIONS 4 30000 FAIR MARKET VALUE X FUND RAISING EVENT 1 21641 FAIR MARKET VALUE 0 false true false Part VI, Line 11b THE PROCEDURES THAT PIONEER FOLLOWS IN THE REVIEW OF ITS FORM 990 INCLUDES THE FOLLOWING: 1 FORM 990 IS COMPLETED BY PIONEER's AUDITORS WITH ASSISTANCE FROM MANAGEMENT 2 THE RETURN IS REVIEWED BY MANAGEMENT AND ANY REVISIONS COMPLETED 3 THE FORM IS SCRUTINZED BY PIONEER's AUDIT COMMITTEE AND ANY QUESTIONS ADDRESSED BY MANAGEMENT and or THE AUDITOR 4 THE FINAL VERSION OF THE FORM 990 IS DISTRIBUTED TO MANAGEMENT THE AUDIT COMMITTEE AND BOARD of DIRECTORS PRIOR TO FILING WITH THE AUTHORITIES. Part VI, Line 12c PIONEER's CONFLICT OF INTEREST POLICY IS CIRCULATED TO THE ORGANIZATION's EMPLOYEES MANAGEMENT and the BOARD OF DIRECTORS ANNUALLY INCLUDING MANGAGEMENT AND THE BOARD OF DIRECTORS. RECIPIENTS ARE REQUIRED TO SIGN THE POLICY AND DISCLOSE AND POTENTIAL CONFLICTS. ADDITIONALLY MANAGEMENT REGULARLY MONITORS VENDOR RELATIONSHIPS FOR ANY POTENTIAL CONFLICTS THROUGHOUT THE YEAR. Part III, Line 4d | Description:, Expense Amount:, Grants Amount:, Revenue Amount:| PIONEER LEGAL is a nonpartisan public interest law organization whose purpose is to undertake legal & 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 & effective transportation systems and generally promoting economic opportunity across New England., $424874, $0, $463275| PIONEERPUBLIC promotes MBTA & governmental pension reforms that provide fair and 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. Using online transparency and data analysis tools. Pioneer has given citizens access to public data through various data tools under the name of MassWatch on its website., $139493, $0, $100| LOVETT PETERS LECTURE SERIES was named in honor of Pioneeer's founding Chairman a successful business executive entrepreneur philanthropist and lifelong proponent of high quality education opportunities for children. The event assembles Pioneer's closest supporters to encourage and honor individuals whose vision thought leadership and accomplishments have left a mark on the world., $92270, $0, $234000| PIONEER PUBLIC OUTREACH includes all communication activities related to sharing our research and programs with the public., $487959, $0, $0| Part VI Line 15 | Explanation:| THE COMPENSATION OF PIONEER's OFFICERS and KEY EMPLOYEES IS DETERMINED IN ACCORDANCE WITH THE FOLLOWING PROCEDURES: 1 SELF-EVALUATION OF THE EIMPLOYEE IS UNDERTAKEN AND SHARED WITH MANAGEMENT 2 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 AT WHICH POINT THEIR PERFORMANCE IS EVALUATED RELATIVE TO CERTAIN GOALS OR KEY PERFORMANCE METRICS 3 A REVIEW OF COMPARATIVE COMPENSATION FOR SIMLAR ORGANIZATIONS IN TERMS OF SIZE REVENUE NUMBER of EMPLOYEES & GEOGRAPHICAL MARKET IS UNDERTAKEN AND 4 DOCUEMENTATION OF THE PROCEDURES AND RESULTS ARE RECORDED IN THE EMPLOYEE'S PERSONNEL FILE. THE ANNUAL COMPENSATION FOR THE EXECUTIVE DIRECTOR IS SUBJECT TO THE RECOMMENDATION OF THE STREGIC IMPLEMENTATION COMMTTEE ESTABLISHED BY THE BOARD WHICH IS SUBJECT TO THE APPROVAL OF THE ENTIRE BOARD. Part VI Line 19 | Explanation:| PIONEER MAKES THEIR AUDITED FINANCIAL STATEMENTS AND TAX RETURNS FOR THE LAST 10-YEARS ACCESSIBLE FROM ITS WEBSITE. ADDITIONALLY THE FINANCIAL STATEMENTS AND TAX RETURNS ARE AVAILABLE UPON REQUEST ALONG WITH THE ORGANIZATION's BYLAWS AND CONFLICT OF INTEREST POLICY. Part III General | Explanation:| PIONEER's SUBORDINATES INCLUDE PIONEER LEGAL LLC A MASSACHUSETTS SINGLE MEMBER LIMITED LIABILITY COMPANY WITH AN ADDRESS OF 185 DEVONSHIRE STREET SUITE 1101 BOSTON MA 02110. PIONEERLEGAL LLC 185 DEVONSHIRE STREET SUITE 1101 BOSTON MA 02110 874300907 PUBLIC INTEREST LAW MA -56221 259564 PIONEER INSTITUTE INC