2024-11-13T16:28:46-06:00 2023-12-31 991856619 GRANT THORNTON ADVISORS LLC 757 THIRD AVENUE 3RD FLOOR NEW YORK NY 100172013 990 2023-01-01 237379473 MDRC MDRC 2125323200 200 VESEY STREET 23RD FLOOR NEW YORK NY 102812103 JESUS M AMADEO SENIOR VICE PRESIDENT 2125323200 2024-11-12 1 0 SCOTT THOMPSETT P00741490 2125990100 2023 2024-10-15 13:58:12Z VIRGINIA KNOX 200 VESEY STREET 23RD FLOOR NEW YORK NY 102812103 114617730 0 X WWW.MDRC.ORG X 1974 DE MDRC IS DEDICATED TO IMPROVING THE WELL-BEING OF LOW-INCOME PEOPLE. (SEE SCHEDULE O) THROUGH OUR RESEARCH, WE SEEK TO ENHANCE THE EFFECTIVENESS OF SOCIAL POLICIES & PROGRAMS THAT AFFECT THE POOR. 15 15 399 15 0 0 78650399 79826414 1809578 955841 2305412 3165607 0 0 82765389 83947862 2083628 1474500 0 0 41134693 45369655 0 0 2172 42522095 38154904 85740416 84999059 -2975027 -1051197 163594084 169599344 71955357 73690089 91638727 95909255 X SEE SCHEDULE O 0 0 15570735 161200 193463 FAMILY WELL-BEING AND CHILD DEVELOPMENTFOR DECADES, MDRC HAS BEEN A LEADER IN DEVELOPING AND STUDYING INTERVENTIONS TO IMPROVE OUTCOMES FOR CHILDREN LIVING IN FAMILIES WITH LOW INCOMES. OUR CURRENT WORK IN THIS AREA FOCUSES ON TWO MAIN DOMAINS: EARLY CARE AND EDUCATION (ECE) SYSTEMS AND FAMILY-FOCUSED SERVICE SYSTEMS. IN EARLY CARE AND EDUCATION, WE'VE WORKED WITH PRACTITIONERS TO DEVELOP AND TEST INTERVENTIONS TO IMPROVE CLASSROOM QUALITY, CURRICULUM AND PROFESSIONAL DEVELOPMENT, MATH INTERVENTIONS AND SUPPORTS, EARLY CHILDHOOD ASSESSMENTS, AND P-3 ALIGNMENTAS WELL AS STUDIED WAYS TO SUPPORT AND BUILD THE ECE WORKFORCE. (SEE SCHEDULE O)FAMILY WELL-BEING AND CHILD DEVELOPMENT (CONTINUED):IN FAMILY-FOCUSED SERVICES, MDRC HAS BEEN EVALUATING VARIOUS HOME VISITING MODELS AND HAS BEEN A LEADER IN COCREATING AND STUDYING SERVICES IN FATHERHOOD PROGRAMS. 15261257 0 400543 YOUTH DEVELOPMENT, CRIMINAL JUSTICE, AND EMPLOYMENTMDRC IS TESTING TAILORED INTERVENTIONS FOR YOUNG PEOPLE DISCONNECTED FROM THE WORLDS OF SCHOOL AND WORK, YOUNG PEOPLE AND ADULTS AT RISK OF ENTERING THE CRIMINAL JUSTICE SYSTEM, RETURNING CITIZENS REENTERING THEIR COMMUNITIES, AND PEOPLE WITH WORK-LIMITING DISABILITIES. THE FINDINGS OF OUR NEW STUDIES AS THEY EMERGE ARE INTENDED TO EXPAND IMPLEMENTATION OF EFFECTIVE PROGRAMS IN THE DIFFERENT PUBLIC ASSISTANCE, ENFORCEMENT, AND SERVICE DELIVERY SYSTEMS THAT INTERACT WITH POPULATIONS THAT FACE BARRIERS TO EMPLOYMENT. 10948450 31762 117989 K-12 EDUCATIONFOR 25 YEARS, MDRC HAS BEEN LEARNING WHAT MAY BE MOST EFFECTIVE TO RAISE THE ACADEMIC ACHIEVEMENT OF YOUNG PEOPLE WHO ARE AT RISK OF FAILING. WE COLLABORATE WITH PUBLIC SCHOOL SYSTEMS, CHARTER ORGANIZATIONS, AND NATIONAL NONPROFITS TO EVALUATE THEIR PROGRAMS AND TO USE THAT INFORMATION TO HELP THEM DEVELOP EVIDENCE-BASED STRATEGIES FOR CONTINUOUS PROGRAM IMPROVEMENT. 8404097 1211538 7419 ECONOMIC MOBILITY, HOUSING, AND COMMUNITIESLONG REGARDED AS THE PREMIER INVESTIGATOR OF POLICIES TO IMPROVE THE LIVES OF FAMILIES PARTICIPATING IN PUBLIC BENEFITS PROGRAMS, MDRC HAS BROUGHT ITS PROGRAM DEVELOPMENT SKILLS AND REPUTATION FOR METHODOLOGICAL RIGOR TO THE CHALLENGE OF LEARNING HOW BEST TO IMPROVE THE ECONOMIC HEALTH OF WORKERS AND COMMUNITIES. THE CONCENTRATION OF POVERTY AND AN ASSOCIATED LACK OF ACCESS TO GOOD JOBS, AFFORDABLE HOUSING, QUALITY GOODS AND SERVICES, AND ECONOMIC AND POLITICAL RESOURCES PRESENTS SPECIAL CHALLENGES FOR IMPROVING THE PROSPECTS OF RESIDENTS OF NEIGHBORHOODS WITH HIGH POVERTY RATES. MDRC HAS EVALUATED A NUMBER OF "PLACE-BASED" PROJECTS THAT ADDRESSED URBAN POVERTY AND JOBLESSNESS. WE ARE ALSO EVALUATING A NUMBER OF HOUSING CHOICE VOUCHER REFORMS, HELPING TO IMPROVE THE NATION'S PRINCIPAL HOUSING ASSISTANCE PROGRAMS. 7211595 30000 75379 POSTSECONDARY EDUCATIONPOLICYMAKERS AND THE PHILANTHROPIC SECTOR HAVE FOCUSED NEW EFFORTS ON INCREASING STUDENT PERSISTENCE AND ACHIEVEMENT IN POSTSECONDARY EDUCATION. MDRC HAS IDENTIFIED THE MOST EFFECTIVE PROGRAMS DEVELOPED BY OTHERS, HELPED REPLICATE THOSE PROGRAMS IN NEW CONTEXTS, AND ASSISTED COMMUNITIES AND INSTITUTIONS IN DEVELOPING NEW INTERVENTIONS BASED ON THE EVIDENCE DEVELOPED IN THE STUDIES AVAILABLE. WE ARE NOW FOCUSED ON HELPING STATES AND HIGHER EDUCATION INSTITUTIONS ADOPT AND SCALE THE MORE SUCCESSFUL INTERVENTIONS THAT HAVE BEEN DEVELOPED AND TESTED. 4894058 0 5282 INFORMATION, DISSEMINATION, PROGRAM DEVELOPMENT, METHODOLOGY AND STRATEGIC INITIATIVES:INFORMATION AND DISSEMINATION: FOR MDRC'S EVIDENCE TO MAKE A DIFFERENCE IN THE PUBLIC POLICIES AND PRACTICES THAT AFFECT PEOPLE WITH LOW INCOMES, IT MUST REACH A BROAD AUDIENCE. WE PRODUCE CLEARLY WRITTEN RESEARCH REPORTS AS WELL AS POLICY BRIEFS, "HOW-TO" GUIDES AND TOOLKITS, INFOGRAPHICS, BLOG POSTS, COMMENTARIES, VIDEOS, AND PODCASTS THAT DISTILL THE RESULTS OF OUR STUDIES AND DISCUSS THEIR IMPLICATIONS FOR POLICY AND PRACTICE. WE WIDELY DISSEMINATE OUR FINDINGS TO THE MEDIA AND PUBLIC INTEREST GROUPS; TO GOVERNMENT OFFICIALS AND PHILANTHROPY; AT PROFESSIONAL CONFERENCES AND IN JOURNAL ARTICLES; THROUGH NEWS BULLETINS E-MAILED TO MORE THAN 14,000 PEOPLE; VIA OUR COMPREHENSIVE WEBSITE; THROUGH A ROBUST SOCIAL MEDIA PRESENCE, PARTICULARLY ON FACEBOOK, X/TWITTER, AND LINKEDIN (WITH A COMBINED 60,000+ FOLLOWERS); AND THROUGH THE PROVISION OF HANDS-ON TECHNICAL ASSISTANCE TO PUBLIC AND NONPROFIT PROGRAM OPERATORS. WE MAINTAIN SEVERAL WELL-READ BLOGS, INCLUDING IDEAS AND EVIDENCE, THE IMPLEMENTATION RESEARCH INCUBATOR, REFLECTIONS ON METHODOLOGY, INPRACTICE, AND THE FUTURE OF CAREER AND TECHNICAL EDUCATION. MDRC'S INFORMATION AND DISSEMINATION EFFORTS ARE FUNDED BOTH BY PROJECT FUNDS AND BY ITS ENDOWMENT AND GRANTS FROM FOUNDATIONS.PROGRAM DEVELOPMENT: MDRC OPERATES MORE THAN 100 ACTIVE PROJECTS, FUNDED BY GOVERNMENT AGENCIES AND FOUNDATIONS, THROUGH ITS FIVE POLICY AREAS AND TWO CENTERS. MDRC'S PROGRAM DEVELOPMENT DEPARTMENT WORKS WITH THE POLICY AREAS AND CENTERS TO INCUBATE NEW WORK AND FIND SUPPORTERS TO FUND IT.METHODOLOGY: MDRC IS KNOWN FOR DEVELOPING AND USING CUTTING-EDGE RESEARCH METHODOLOGIES AND SHARING THEM WITH THE LARGER FIELD THROUGH JOURNAL ARTICLES, WORKING PAPERS, TOOLS FOR RESEARCHERS, AND ITS REFLECTIONS ON METHODOLOGY BLOG. AS A DEMONSTRATION OF OUR COMMITMENT TO OPEN SCIENCE AND RESEARCH REPLICABILITY, MDRC MAKES AVAILABLE PUBLIC USE DATA FILES AND RESTRICTED USE DATA FILES FROM ITS EVALUATIONS FOR OTHER RESEARCHERS TO ACCESS.STRATEGIC INITIATIVES: MDRC MAINTAINS CROSS-DEPARTMENTAL WORKING GROUPS FOCUSED ON DEVELOPING AND MAINTAINING CORPORATE STRATEGIES RELATED TO QUANTITATIVE METHODS, IMPLEMENTATION RESEARCH, PROGRAM OPERATIONS, AND DATA SECURITY. WE LAUNCHED AN EQUITY COLLABORATIVE IN 2020 TO INTEGRATE PERSPECTIVES OF DIVERSITY, EQUITY, AND INCLUSION MORE FULLY IN OUR WORK WITH PROGRAM OPERATORS, PRACTITIONERS, AND RESEARCH PARTICIPANTS. CENTER FOR EFFECTIVE CAREER AND TECHNICAL EDUCATIONBUILDING ON MDRC'S 20-YEAR HISTORY OF STUDYING CAREER AND TECHNICAL EDUCATION (CTE) PROGRAMS, THE CENTER INCUBATES NEW IDEAS, SYNTHESIZES FINDINGS AND LESSONS LEARNED, AND DISSEMINATES THIS KNOWLEDGE TO POLICYMAKERS, PRACTITIONERS, AND OTHER RESEARCHERS IN ORDER TO HELP ENSURE THAT EXPANSION OF CTE PROGRAMS IS INFORMED BY A GROWING EVIDENCE BASE. THE CENTER DRAWS ON KNOWLEDGE ACROSS EDUCATION AND TRAINING SYSTEMS AND USES A BROAD LENS TO DETECT CROSS-CUTTING ISSUES, DEVELOP A TARGETED RESEARCH AGENDA, AND SHARE FINDINGS. CENTER FOR CRIMINAL JUSTICE RESEARCHTHE CRIMINAL JUSTICE SYSTEM IS EMERGING FROM DECADES OF "GET TOUGH" POLICIES THAT QUADRUPLED THE RATE OF INCARCERATION NATIONALLY, TO THE POINT WHERE THE UNITED STATES, WITH LESS THAN 5 PERCENT OF THE WORLD'S POPULATION, NOW HOLDS MORE THAN 20 PERCENT OF THE WORLD'S PRISONERS. A GROWING NUMBER OF STATES AND LOCALITIES ARE REFORMING THEIR CRIMINAL JUSTICE SYSTEMS. THEY SEEK TO REDUCE INCARCERATION AND INCREASE FAIRNESS BY CHANGING THE WAY CASES ARE HANDLED FROM THE FRONT END OF THE SYSTEM (ARREST AND PRETRIAL) TO THE BACK END (INCARCERATION AND REENTRY). THE MDRC CENTER FOR CRIMINAL JUSTICE RESEARCH WORKS WITH NATIONAL AND LOCAL CRIMINAL JUSTICE AGENCIES, POLICYMAKERS, COURTS, AND COMMUNITY-BASED ORGANIZATIONS TO ANSWER PRESSING QUESTIONS AND IMPROVE BOTH THE EFFECTIVENESS OF THE CRIMINAL JUSTICE SYSTEM AND THE OUTCOMES OF INDIVIDUALS INVOLVED IN IT. 3222606 0 77942 CENTER FOR DATA INSIGHTSTHE CENTER FOR DATA INSIGHTS FURTHERS MDRC'S LONG-STANDING COMMITMENT TO HELPING ORGANIZATIONS WITH WHICH WE COLLABORATE THEIR PROGRAMS AND SYSTEMS BY HARNESSING THE BENEFITS OF OPERATIONAL DATA-SCIENCE TECHNIQUES THOSE THAT PRODUCE ACTIONABLE INSIGHTS THAT CAN AFFECT DAILY PRACTICE. RANGING FROM SIMPLE DESCRIPTIVE SUMMARIES TO ADVANCED MACHINE LEARNING ALGORITHMS, THE CENTER'S PROJECTS AIM TO USE INSTITUTIONS' INCREASINGLY RICH DATA TO PROVIDE NEW INSIGHTS THAT CAN HELP THEM REFINE AND TARGET THEIR SERVICES. 2840523 40000 77824 CENTER FOR APPLIED BEHAVIORAL SCIENCE (CABS)TOO OFTEN, PROGRAMS AND POLICIES DO NOT CONSIDER THE WAY PEOPLE ACTUALLY THINK AND BEHAVE. IT IS OFTEN ASSUMED THAT THOSE MOST IN NEED WILL FIND A WAY TO OVERCOME OBSTACLES, BUT BEHAVIORAL SCIENCE DEMONSTRATES THAT EVEN SMALL HASSLES CREATE BARRIERS THAT PREVENT THOSE IN NEED OF SERVICES FROM RECEIVING THEM. APPLYING THESE INSIGHTS CAN IMPROVE THE WAY PROGRAMS ARE DESIGNED AND SERVICES ARE DELIVERED. CABS HAS COLLABORATED WITH MORE THAN 100 AGENCIES, EDUCATIONAL INSTITUTIONS, AND NONPROFITS IN 26 STATES TO DEVELOP AND TEST BEHAVIORAL INTERVENTIONS TO IMPROVE OUTCOMES FOR CLIENTS AND STUDENTS. 26572879 1281538 243846 68353321 1 1 0 0 0 0 0 0 0 1 1 1 0 1 1 1 1 0 0 0 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 149 0 1 399 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA DC NY X JESUS AMADEO SR VP & CFO 2125323200 200 VESEY STREET 23RD FLOOR NEW YORK NY 102812103 BRIDGET TERRY LONG DIRECTOR/CHAIR 1.00 0.00 X X 0 0 0 REBECCA BLANK TREASURER (THRU 02/2023) 1.00 0.00 X X 0 0 0 ROBERT DENHAM DIRECTOR 1.00 0.00 X 0 0 0 AOIFINN DEVITT DIRECTOR 1.00 0.00 X 0 0 0 HILARY HOYNES DIRECTOR 1.00 0.00 X 0 0 0 LAWRENCE KATZ DIRECTOR 1.00 0.00 X 0 0 0 MILTON J LITTLE JR DIRECTOR AND TREASURER 1.00 0.00 X X 0 0 0 JOSH B MCGEE DIRECTOR 1.00 0.00 X 0 0 0 RICHARD J MURNANE DIRECTOR 1.00 0.00 X 0 0 0 ELOY ORTIZ OAKLEY DIRECTOR 1.00 0.00 X 0 0 0 MICHAEL ROSTER DIRECTOR 1.00 0.00 X 0 0 0 NAOMI GOLDSTEIN DIRECTOR 1.00 0.00 X 0 0 0 SUSAN T GOODEN DIRECTOR 1.00 0.00 X 0 0 0 MELISSA S KEARNEY DIRECTOR 1.00 0.00 X 0 0 0 JOHN B KING JR DIRECTOR 1.00 0.00 X 0 0 0 RASHMITA MISTRY DIRECTOR (AS OF 10/2023) 1.00 0.00 X 0 0 0 VIRGINIA W KNOX PRESIDENT 40.00 0.00 X 577629 0 58184 JESUS M AMADEO SR. VICE PRESIDENT & CFO 40.00 0.00 X 474585 0 59782 DAN J BLOOM - SR VICE PRES DIR., POLICY, RESEARCH & EVAL. DEPT. 40.00 0.00 X 305331 0 70641 ROSE KOB VICE PRESIDENT & GENERAL COUNSEL 40.00 0.00 X 251854 0 20584 JOHN MARTINEZ VICE PRESIDENT & DIR. PROG. DEV. 40.00 0.00 X 243541 0 34646 JAMES A RICCIO PRINCIPAL RESEARCH FELLOW 40.00 0.00 X 260920 0 47643 CHARLES MICHALOPOULOS CHIEF ECONOMIST 40.00 0.00 X 264924 0 36741 PATRICIA WEISS HR DIRECTOR 40.00 0.00 X 242922 0 63092 JOHN HUTCHINS CHIEF COMMUNICATIONS OFFICER 40.00 0.00 X 244306 0 51802 KATE GUALTIERI CHIEF OF STAFF 40.00 0.00 X 237688 0 20105 3103700 0 463220 122 0 1 0 ABT ASSOCIATES INC PO BOX 84-5586 BOSTON MA 022845586 RESEARCH SUBCONTRACT 2902016 MEF ASSOCIATES 1330 BRADDOCK PLACE ALEXANDRIA VA 22314 RESEARCH SUBCONTRACT 1112233 HOUSTON HOUSING AUTHORITY 2640 FOUNTAIN VIEW DRIVE HOUSTON TX 77057 RESEARCH SUBCONTRACT 1027617 IMPACT BEHAVIORAL HEALTH PARTNERS 800 AUSTIN ST EVANSTON IL 60202 RESEARCH SUBCONTRACT 891566 NATIONAL OPINION RESEARCH CENTER AT THE 55 EAST MONROE ST 30TH FLOOR CHICAGO IL 60603 RESEARCH SUBCONTRACT 723823 67 40511162 39315252 79826414 MANAGEMENT FEES 900090 955841 955841 955841 3004558 3004558 30830917 30669868 161049 161049 161049 83947862 955841 0 3165607 1474500 1474500 1865024 1410493 454504 27 33297523 25182478 8114569 476 1794429 1352499 441909 21 5710849 4304377 1406406 66 2701830 2036423 665376 31 521672 272902 248770 291171 291171 36526 27837 8689 4682107 4022084 658524 1499 3722652 2938742 783910 1172950 544229 628720 1 186480 53020 133460 689420 521408 168012 300521 227280 73237 4 SUBCONTRACTOR EXPENSES 21383928 19186830 2197092 6 SURVEY EXPENSES 1388519 1388519 COMMUNICATION EXPENSES 850874 646977 203897 SITE PROGRAM PAYMENTS 173784 173784 2754300 2588939 165320 41 84999059 68353321 16643566 2172 4464875 1762379 29214497 33854727 28348883 23495760 2691182 3262333 12644338 6405444 6870507 6238894 40225447 50739106 18056720 19447427 33721973 30798718 163594084 169599344 10977336 13233386 19862237 22515770 41115784 37940933 71955357 73690089 X 71265623 74448585 20373104 21460670 91638727 95909255 163594084 169599344 -1051197 5321725 0 X 0 1 X 1 1 1 X 67945664 62468182 89213706 78650398 79826414 378104364 67945664 62468182 89213706 78650398 79826414 378104364 31754949 346349415 1936600 1209689 1526814 1404054 3004558 9081715 82159 56153 138312 387324391 7021358 0.89420 0.91700 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 40623638 4539228 1710553 43452313 49518042 -7280675 1613729 40623638 42593632 8319132 1394722 49518042 38628656 5404557 1439581 42593632 35338197 5324803 2034344 38628656 0.50611 0.20597 0.28791 0 0 12308810 6069916 6238894 335528 335528 0 6238894 EQUITY LONG/SHORT 9970279 F MIDDLE MARKET LENDING 6339989 F PRIVATE EQUITY (LIMITED PARTNERSHIPS) 2425112 F REAL ASSETS (LIMITED PARTNERSHIPS) 712047 F 19447427 OPERATING RIGHT-OF-USE ASSETS 29673475 457(B) PLAN ASSETS 1125243 30798718 OPERATING LEASE LIABILITIES 36815690 457(B) PLAN LIABILITIES 1125243 37940933 X 88978416 5321725 5321725 83656691 291171 291171 83947862 84707888 0 84707888 291171 291171 84999059 PART V, LINE 4: MDRC'S BOARD OF DIRECTORS CREATED AN ENDOWMENT FUND IN 1999. THE FUND INCLUDES PERMANENTLY RESTRICTED, TEMPORARILY RESTRICTED, AND UNRESTRICTED CONTRIBUTIONS THAT HAVE BEEN DESIGNATED TO THE FUND FOR THE PURPOSE OF MATCHING A $7 MILLION, FIVE YEAR CHALLENGE GRANT GIVEN BY THE PREDECESSOR ORGANIZATION OF THE ATLANTIC PHILANTHROPIES. SPENDING FROM THE ENDOWMENT FUND IS INTENDED TO SUPPORT PROGRAM DEVELOPMENT, INFORMATION DISSEMINATION ACTIVITIES, AND CORPORATE STRATEGIC INITIATIVES. SPENDING FROM THE ENDOWMENT IS APPROVED BY THE BOARD OF DIRECTORS BASED ON THE RULES ESTABLISHED UNDER MDRC'S ENDOWMENT SPENDING POLICY. PART IX, OPERATING RIGHT-OF-USE ASSETS, LINE (1) AND PART X, OPERATING LEASE LIABILITIES, LINE 1(2): THE FINANCIAL ACCOUNTING STANDARDS BOARD ("FASB") IMPLEMENTED A NEW LEASE ACCOUNTING STANDARD THAT BECAME EFFECTIVE FOR MDRC IN THE YEAR ENDING DECEMBER 31, 2022. THIS ACCOUNTING STANDARD WAS EFFECTUATED TO IMPROVE THE TRANSPARENCY SURROUNDING KEY INFORMATION PERTAINING TO AN EXEMPT ORGANIZATION'S LEASING ARRANGEMENTS (AND TO ENSURE THAT ALL ORGANIZATIONS WERE RECORDING THE TRANSACTIONS UNIFORMLY ON THEIR BALANCE SHEETS). PART X, LINE 2: MDRC FOLLOWS GUIDANCE THAT CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN, INCLUDING ISSUES RELATING TO FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT. THIS GUIDANCE PROVIDES THAT THE TAX EFFECTS FROM AN UNCERTAIN TAX POSITION CAN ONLY BE RECOGNIZED IN THE FINANCIAL STATEMENTS IF THE POSITION IS "MORE-LIKELY-THAN-NOT" TO BE SUSTAINED IF THE POSITION WERE TO BE CHALLENGED BY A TAXING AUTHORITY. THE ASSESSMENT OF THE TAX POSITION IS BASED SOLELY ON THE TECHNICAL MERITS OF THE POSITION, WITHOUT REGARD TO THE LIKELIHOOD THAT THE TAX POSITION MAY BE CHALLENGED. MDRC IS EXEMPT FROM FEDERAL INCOME TAX UNDER IRC SECTION 501(C)(3), THOUGH IT IS SUBJECT TO TAX ON INCOME UNRELATED TO ITS EXEMPT PURPOSE, UNLESS THAT INCOME IS OTHERWISE EXCLUDED BY THE IRC. MDRC HAS PROCESSES PRESENTLY IN PLACE TO ENSURE THE MAINTENANCE OF ITS TAX-EXEMPT STATUS, TO IDENTIFY AND REPORT UNRELATED INCOME, TO DETERMINE ITS FILING AND TAX OBLIGATIONS IN JURISDICTIONS FOR WHICH IT HAS NEXUS, AND TO IDENTIFY AND EVALUATE OTHER MATTERS THAT MAY BE CONSIDERED TAX POSITIONS. MDRC HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN ITS FINANCIAL STATEMENTS. CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS 19447428 0 0 0 0 0 0 19447428 0 19447428 1 0 1 1 1 0 SCHEDULE F, PART IV MDRC INVESTS IN DOMESTIC AND FOREIGN LIMITED PARTNERSHIPS THAT MAY OWN AN INTEREST IN A FOREIGN CORPORATION, PASSIVE FOREIGN INVESTMENT COMPANY, OR FOREIGN PARTNERSHIP. MDRC, LIKEWISE, MAKES DIRECT INVESTMENTS INTO CORPORATIONS DOMICILED OUTSIDE THE UNITED STATES. NEVERTHELESS, MDRC'S INVESTMENT ACTIVITIES MAY NOT REACH THE THRESHOLDS REQUIRED FOR FILING THE FORMS 926, 5471, 8621 OR 8865. TO THE EXTENT SUCH A FORM WAS COMPLETED, IT HAS BEEN FILED WITH THE ORGANIZATION'S FORM 990-T. 1 HOUSTON HOUSING AUTHORITY 2640 FOUNTAIN VIEW DRIVE HOUSTON TX 77057 746001238 GOVERNMENTAL 419415 0 RESTRICTED PURPOSE A IMPACT FOR EQUITY 25 EAST WASHINGTON STREET CHICAGO IL 606021852 362675852 501(C)(3) 289716 0 RESTRICTED PURPOSE A ASCEND STL INC 3520 PAGE BOULEVARD ST LOUIS MO 63106 431844396 501(C)(3) 250000 0 RESTRICTED PURPOSE A METROPOLITAN MILWAUKEE FAIR HOUSING COUNCIL INC 759 N MILWAUKEE STREET MILWAUKEE WI 53202 391286685 501(C)(3) 188650 0 RESTRICTED PURPOSE A HOUSING AUTHORITY OF BALTIMORE CITY 417 E FAYETTE STREET BALTIMORE MD 21202 526000889 GOVERNMENTAL 63758 0 RESTRICTED PURPOSE A BOARD OF EDUCATION FULTON COUNTY 6201 POWERS FERRY RD NW ATLANTA GA 30339 586000246 GOVERNMENTAL 26762 0 RESTRICTED PURPOSE A KHAN ACADEMY INC PO BOX 1630 MOUNTAIN VIEW CA 94042 261544693 501(C)(3) 25000 0 RESTRICTED PURPOSE A ESSEX COUNTY COLLEGE 303 UNIVERSITY AVENUE NEWARK NJ 07102 221821292 501(C)(3) 20000 0 RESTRICTED PURPOSE A WASHINGTON STUDENT ACHIEVEMENT COUNCIL PO BOX 43430 OLYMPIA WA 98504 455122913 GOVERNMENTAL 20000 0 RESTRICTED PURPOSE A REGENTS OF THE UNIVERSITY OF MINNESOTA 200 OAK STREET SE MINNEAPOLIS MN 554552070 416007513 501(C)(3) 15000 0 RESTRICTED PURPOSE A NORTHWESTERN UNIVERSITY 633 CLARK STREET EVANSTON IL 60208 362167817 501(C)(3) 15000 0 RESTRICTED PURPOSE A SESAME WORKSHOP 1900 BROADWAY NEW YORK NY 10023 132655731 501(C)(3) 15000 0 RESTRICTED PURPOSE A ZENO 1404 E YESLER WAY SEATTLE WA 98122 205570858 501(C)(3) 15000 0 RESTRICTED PURPOSE A THE WILDFLOWER FOUNDATION 1330 LAGOON AVE MINNEAPOLIS MN 55408 812826681 501(C)(3) 15000 0 RESTRICTED PURPOSE A THE FAMILY PARTNERSHIP 1527 E LAKE ST MINNEAPOLIS MN 55407 410693858 501(C)(3) 15000 0 RESTRICTED PURPOSE A NINTH DISTRICT OPPORTUNITY INC 308 SPRING STREET GAINESVILLE GA 30503 580974656 501(C)(3) 11880 0 RESTRICTED PURPOSE A PASSAIC COUNTY COMMUNITY COLLEGE 1 COLLEGE BOULEVARD PATERSON NJ 07505 221907901 GOVERNMENTAL 10000 0 RESTRICTED PURPOSE A UNION COUNTY COLLEGE 1033 SPRINGFIELD AVENUE CRANFORD NJ 07016 221515225 GOVERNMENTAL 10000 0 RESTRICTED PURPOSE A DAVIDSON-DAVIE COMMUNITY COLLEGE PO BOX 1287 LEXINGTON NC 72793 560792247 GOVERNMENTAL 10000 0 RESTRICTED PURPOSE A MEXICAN AMERICAN OPPORTUNITY FOUNDATION (HSA LA) 401 N GARFIELD AVENUE MONTEBELLO CA 90640 952594166 501(C)(3) 7920 0 RESTRICTED PURPOSE A THE AGRICULTURAL AND LABOR PROGRAM INC 300 LYNCHBURG ROAD LAKE ALFRED FL 338502576 591634148 501(C)(3) 7920 0 RESTRICTED PURPOSE A HUMAN SERVICES ASSOCIATION 6800 FLORENCE AVENUE BELL GARDENS CA 90201 951816054 501(C)(3) 6600 0 RESTRICTED PURPOSE A COMMUNITY COORDINATED CARE FOR CHILDREN INC 3500 WEST COLONIAL DRIVE ORLANDO FL 32808 591371754 501(C)(3) 6600 0 RESTRICTED PURPOSE A COMMUNITY ACTION PROGRAM FOR CENTRAL ARKANSAS 707 ROBINS STREET CONWAY AR 72034 710393919 501(C)(3) 5280 0 RESTRICTED PURPOSE A 24 0 PART I, LINE 2: MDRC MONITORS USE OF FUNDS AWARDED THROUGH A COMBINATION OF FINANCIAL REPORTING, PROGRAMMATIC REPORTING, SITE VISITS AND AUDITS. EACH RECIPIENT SIGNS AN AGREEMENT WITH MDRC WHICH SPECIFIES THE RESTRICTED PURPOSE AND PERIOD OF AWARD, A PAYMENT SCHEDULE, AND A REPORTING SCHEDULE FOR FINANCIAL AND PROGRAMMATIC REPORTS. MDRC FINANCE AND PROGRAMMATIC STAFF PERFORM A COORDINATED REVIEW OF REPORTS SUBMITTED TO ENSURE COMPLIANCE WITH THE TERMS OF THE AWARD. PROGRAMMATIC STAFF COMMUNICATE FREQUENTLY WITH RECIPIENTS REGARDING THE RESEARCH ACTIVITIES BEING FUNDED AND MAKE PERIODIC SITE VISITS TO THE RECIPIENT. IN ADDITION, FINANCE STAFF AT MDRC REVIEW AUDIT REPORTS OF RECIPIENTS AND PERIODICALLY PERFORM ON-SITE FINANCIAL REVIEWS. X X X X X 0 0 0 0 0 0 0 1 0 VIRGINIA W KNOX PRESIDENT 540979 0 30000 0 6650 0 29479 0 28705 0 635813 0 0 0 JESUS M AMADEO SR. VICE PRESIDENT & CFO 436989 0 25000 0 12596 0 29479 0 30303 0 534367 0 0 0 DAN J BLOOM - SR VICE PRES DIR., POLICY, RESEARCH & EVAL. DEPT. 299488 0 0 0 5843 0 23911 0 46730 0 375972 0 0 0 JAMES A RICCIO PRINCIPAL RESEARCH FELLOW 250998 0 0 0 9922 0 20393 0 27250 0 308563 0 0 0 PATRICIA WEISS HR DIRECTOR 234106 0 5000 0 3816 0 19237 0 43855 0 306014 0 0 0 CHARLES MICHALOPOULOS CHIEF ECONOMIST 256306 0 5000 0 3618 0 21104 0 15637 0 301665 0 0 0 JOHN HUTCHINS CHIEF COMMUNICATIONS OFFICER 239554 0 0 0 4752 0 19556 0 32246 0 296108 0 0 0 JOHN MARTINEZ VICE PRESIDENT & DIR. PROG. DEV. 234964 0 5000 0 3577 0 18729 0 15917 0 278187 0 0 0 ROSE KOB VICE PRESIDENT & GENERAL COUNSEL 245162 0 5000 0 1692 0 19032 0 1552 0 272438 0 0 0 KATE GUALTIERI CHIEF OF STAFF 231610 0 5000 0 1078 0 18272 0 1833 0 257793 0 0 0 PART I, LINE 7 ALL BONUSES ARE ULTIMATELY AUTHORIZED BY THE PRESIDENT, EITHER BY DIRECT ACTION OR THROUGH DELEGATED AUTHORITY. MANAGERS RECOMMEND BONUSES TO THEIR UNIT HEADS, WHO IN TURN RECOMMEND THESE TO THE DEPARTMENT HEAD. THE RECOMMENDED BONUSES FROM THE FOUR DEPARTMENTS AND ONE OFFICE (COMMUNICATIONS, CORE, DEVELOPMENT, POLICY RESEARCH AND EVALUATION, OFFICE OF THE PRESIDENT) ARE THEN REVIEWED BY EXECUTIVES AND AGREEMENT IS REACHED ON WHO GETS A BONUS. THE AMOUNT OF THE BONUSES ARE SET BY GRADE, MEANING A PERSON IN THE SAME GRADE AS ANOTHER GETS THE SAME AMOUNT OF BONUS. AT TIMES, THE AMOUNTS BY GRADE HAVE VARIED SLIGHTLY FOR SOME WHO ARE PART OF LEADERSHIP BASED UPON THEIR ACCOMPLISHMENTS. PART III, LINE 1: MDRC WAS FOUNDED IN 1974 SO THAT HIGH-QUALITY RESEARCH AND EVIDENCE COULD PLAY AN IMPORTANT ROLE IN IMPROVING POLICY, PRACTICE, AND THE LIVES OF PEOPLE WHO HAVE LOW INCOMES. WE HOLD TRUE TO THAT COMMITMENT TODAY. A NONPROFIT, NONPARTISAN ORGANIZATION, MDRC CONDUCTS RIGOROUS STUDIES OF PROGRAMS AND POLICIES THAT AFFECT PEOPLE WITH LOW INCOMES, ACTIVELY DISSEMINATES THE LESSONS TO POLICYMAKERS AND PRACTITIONERS, AND WORKS DIRECTLY WITH PROGRAMS AND AGENCIES TO HELP IMPROVE THEIR EFFECTIVENESS. UNDERLYING ALL OUR WORK IS A DEEP RESPECT FOR THE KNOWLEDGE OF ON-THE-GROUND PROGRAM STAFF AND INDIVIDUALS DIRECTLY AFFECTED BY THE PROGRAMS AND POLICIES WE STUDY. OUR DIVERSE, INTERDISCIPLINARY STAFF OF RESEARCHERS AND FORMER EDUCATORS AND PROGRAM OPERATORS SUPPORTED BY EXPERTS IN FINANCE, LAW, TECHNOLOGY, HUMAN RESOURCES, AND COMMUNICATIONS WORK IN COMMUNITIES ACROSS THE COUNTRY, IN A WIDE RANGE OF DOMAINS, INCLUDING PRE-K TO POSTSECONDARY EDUCATION, CRIMINAL JUSTICE, HOUSING, AND JOB TRAINING. WE ARE PROUD TO HAVE OUR EMPLOYEES REPRESENTED BY SOCIAL POLICY WORKERS UNITED (SPWU) LOCAL 57 OF THE AMERICAN FEDERATION OF STATE, COUNTY & MUNICIPAL EMPLOYEES (AFSCME). OVER THE YEARS, MDRC HAS BROUGHT ITS COMMITMENT TO BUILDING STRONG EVIDENCE TO AN EVER-GROWING RANGE OF POLICY AREAS. WE HAVE WORKED IN NEARLY EVERY STATE AND MOST OF THE NATION'S MAJOR CITIES. TODAY WE ARE WORKING ON PROJECTS IN FIVE POLICY AREAS AND FOUR CENTERS: - FAMILY WELL-BEING AND CHILDREN'S DEVELOPMENT - K-12 EDUCATION - POSTSECONDARY EDUCATION - ECONOMIC MOBILITY, HOUSING, AND COMMUNITIES - YOUTH DEVELOPMENT, CRIMINAL JUSTICE, AND EMPLOYMENT - CENTER FOR APPLIED BEHAVIORAL SCIENCE - CENTER FOR DATA INSIGHTS - CENTER FOR CRIMINAL JUSTICE RESEARCH - CENTER FOR EFFECTIVE CAREER AND TECHNICAL EDUCATION WHAT WE BELIEVE - RIGOROUS, NONPARTISAN RESEARCH, ACTIVE DISSEMINATION OF WHAT WE LEARN, AND HANDS-ON TECHNICAL ASSISTANCE CAN PROMOTE MORE EFFECTIVE PUBLIC POLICIES AND PROGRAMS, IMPROVE THE LIVES OF FAMILIES WITH LOW INCOMES, AND ADDRESS STUBBORN INEQUITIES IN OUR SOCIETY. - OUR RESEARCH INDEPENDENCE IS ESSENTIAL TO OUR ABILITY TO ACHIEVE OUR MISSION. WE VALUE INPUT FROM FUNDERS AND OTHER KEY STAKEHOLDERS, BUT, ULTIMATELY, WE MUST BE ABLE TO RELEASE AND DISSEMINATE WHAT WE LEARN, FREE FROM POLITICAL CONSIDERATIONS. - RESEARCH, DISSEMINATION, AND TECHNICAL ASSISTANCE ARE MOST EFFECTIVE WHEN THEY ARE SHAPED BY THE WISDOM OF THE STAFF WHO ADMINISTER PUBLIC SYSTEMS AND PROGRAMS AND OF THE INDIVIDUALS WHO EXPERIENCE THEM. - OUR WORK IS STRONGER WHEN OUR STAFF REPRESENT DIVERSE BACKGROUNDS AND PERSPECTIVES, OUR MANAGEMENT PRACTICES ARE INCLUSIVE, AND OUR ORGANIZATIONAL CULTURE PROMOTES GROWTH, LEARNING, AND INNOVATION. SERVICES WE PROVIDE AT MDRC, WE COLLABORATE WITH PUBLIC AGENCIES, EDUCATIONAL INSTITUTIONS, NONPROFITS, AND OTHER ORGANIZATIONS THAT ARE DEDICATED TO IMPROVING THE LIVES OF INDIVIDUALS, FAMILIES, AND COMMUNITIES. - CONDUCT RESEARCH AND EVALUATIONS: WE DO RESEARCH TO DEFINE POLICY PROBLEMS, UNDERSTAND PROGRAMS AND SYSTEMS AND THE INEQUITIES THEY PRODUCE, AND IDENTIFY PROMISING INTERVENTIONS. WE ALSO RUN INDEPENDENT, RIGOROUS EVALUATIONS TO ASSESS THE IMPACT AND IMPLEMENTATION OF PROGRAMS AND POLICIES. - CREATE AND TEST NEW INTERVENTIONS: WE COLLABORATE TO DESIGN NEW INTERVENTIONS AND TEST THEM IN THE REAL WORLD. - IMPROVE PROGRAMS AND PROCESSES: WE HELP ORGANIZATIONS IMPROVE THEIR PROGRAMS AND PRACTICES, SCALE EFFECTIVE INTERVENTIONS, AND BUILD THEIR CAPACITIES FOR DATA MANAGEMENT AND ANALYSIS. - PROMOTE THE USE OF EVIDENCE IN POLICYMAKING: WE SHARE EVIDENCE-BACKED AND PRACTICAL LESSONS FOR IMPROVING PROGRAMS AND POLICIES WITH POLICYMAKERS AND OTHER KEY DECISIONMAKERS. - DESIGN INNOVATIVE METHODS, APPROACHES, AND TOOLS: WE CREATE NEW METHODOLOGIES AND TOOLS FOR EVALUATION AND DATA ANALYSIS, GENERATE APPROACHES TO ADVANCING EQUITY IN RESEARCH AND TECHNICAL ASSISTANCE, AND PRODUCE PUBLIC USE DATA FILES FROM OUR PROJECTS FOR OTHER RESEARCHERS TO USE. ACHIEVEMENTS IN 2023 MDRC HAD A SUCCESSFUL YEAR IN 2023 WELCOMING MANY TALENTED NEW STAFF, LAUNCHING NEW PROJECTS, PROVIDING TECHNICAL ASSISTANCE TO HELP PROGRAM ADMINISTRATORS IMPROVE THEIR SERVICE DELIVERY, AND DEVELOPING AND RELEASING NEW FINDINGS TO INFORM THE DECISIONS OF POLICYMAKERS AND PROGRAM PROVIDERS. 2023 WAS ALSO A YEAR OF SIGNIFICANT PASSINGS: FOUNDING BOARD MEMBER AND LONG-TIME BOARD CHAIR ROBERT SOLOW, FOUNDING EXECUTIVE DIRECTOR WILLIAM GRINKER, AND LONG-TIME BOARD MEMBER REBECCA BLANK ALL DIED, LEAVING LASTING LEGACIES FOR MDRC AND THE NATION. SOME OF THE HIGHLIGHTS FROM 2023 INCLUDE: MDRC EXPANDED THE GUERON SCHOLARS PROGRAM, WHICH OFFERS PAID INTERNSHIPS FOR UNDERGRADUATES AND MASTER'S-LEVEL STUDENTS AND DOCTORAL FELLOWSHIPS FOR STUDENTS ENGAGED IN DISSERTATION RESEARCH. THE PROGRAM SEEKS TO ENGAGE AND ENCOURAGE INDIVIDUALS FROM GROUPS THAT ARE UNDERREPRESENTED IN THE EDUCATION AND SOCIAL POLICY RESEARCH COMMUNITIES. IN 2023, WE EXPANDED OUR COLLABORATION WITH THE POLICY ACADEMIES, BROUGHT ON MORE INTERNS AND FELLOWS, AND PROVIDED LIVING ACCOMMODATIONS FOR STUDENTS WHO NEED THEM. THE GUERON SCHOLAR PROGRAM HAS SERVED MORE THAN 50 TALENTED YOUNG PEOPLE SINCE ITS CREATION. MDRC PROJECTS EXPANDED THEIR USE OF PARTICIPATORY RESEARCH METHODS IN A VARIETY OF DOMAINS, INCLUDING THE MYGOALS FOR EMPLOYMENT SUCCESS PROJECT, MDRC'S CENTER FOR CRIMINAL JUSTICE RESEARCH, AND IN MDRC'S EARLY CARE AND EDUCATION PROJECTS. FORM 990, PART III, LINE 1 MDRC LAUNCHED NEW PROJECTS, INCLUDING: - ECONOMIC MOBILITY LAB, AN EFFORT TO PROVIDE WORKFORCE TRAINING ORGANIZATIONS WITH A COLLABORATIVE AND SUPPORTIVE ENVIRONMENT TO EXAMINE THE CURRENT STATE OF THEIR TRAINING SERVICES, MAKE PROGRAM IMPROVEMENTS, TEST NEW APPROACHES, AND SCALE OPERATIONS TO INCREASE THEIR PROGRAMMATIC CAPACITY. - MONTANA 10, AN EVALUATION OF A MODEL DESIGNED TO PROVIDE COLLEGE STUDENTS WITH A COMBINED SET OF TARGETED STRATEGIES THAT HELP THEM OVERCOME BARRIERS THAT MAY OTHERWISE CAUSE THEM TO DROP OUT OF SCHOOL. - SCALING HIGH-QUALITY PRE-K IN DC, A STUDY THAT SEEKS TO UNDERSTAND THE KEY STRUCTURES, PROCESSES, AND INSTRUCTIONAL FACTORS ASSOCIATED WITH THE IMPLEMENTATION OF THE NEW CURRICULAR AND PROFESSIONAL DEVELOPMENT APPROACHES. WE RELEASED FINDINGS FROM HIGH-PROFILE EVALUATIONS, INCLUDING: - CUNY'S ACCELERATED STUDY IN ASSOCIATE PROGRAMS (ASAP) IN OHIO: THREE OHIO COMMUNITY COLLEGES THAT ADAPTED CUNY'S INNOVATIVE ASAP INCREASED THE EARNINGS OF STUDENTS WHO HAD PARTICIPATED IN THE PROGRAM BY 11 PERCENT DURING THE COVID PANDEMIC. THE PROGRAMS ALSO INCREASED GRADUATION RATES BY 50 PERCENT, BOOSTING THE ATTAINMENT OF BOTH ASSOCIATE'S AND BACHELOR'S DEGREES. THE RESULTS RECEIVED PROMINENT MEDIA COVERAGE, INCLUDING A FEATURE ON THE PBS NEWSHOUR. - NEW YORK CITY'S P-TECH 9-14 SCHOOLS: THE NEW YORK CITY P-TECH 9-14 MODEL OFFERS ACCELERATED HIGH SCHOOL COURSE WORK, EARLY COLLEGE, AND WORK-BASED LEARNING EXPERIENCES. P-TECH INCREASED POSTSECONDARY DEGREE COMPLETION, PARTICULARLY FOR YOUNG MEN. DURING THE PANDEMIC, P-TECH STILL BOOSTED INTERNSHIP AND DUAL ENROLLMENT RATES. AN EVALUATION OF THE MALE STUDENT SUCCESS INITIATIVE FOR MEN OF COLOR AT BALTIMORE COUNTY COMMUNITY COLLEGE, THE FIRST CAUSAL ESTIMATES OF THE EFFECTS OF A COLLEGE PROGRAM TARGETING MALE STUDENTS OF COLOR ON ACADEMIC OUTCOMES. - MATERNAL, INFANT, AND EARLY CHILDHOOD HOME VISITING (MIECHV) PROGRAM: FOLLOWING UP WITH FAMILIES WHEN THEIR CHILDREN WERE 2.5-3.5 YEARS OF AGE, MIHOPE PARTICIPANTS ACHIEVED HIGHER LEVELS OF EDUCATION AND REPORTED LOWER LEVELS OF RECEIPT OF PUBLIC ASSISTANCE BENEFITS AT LATER TIME POINTS. A SEPARATE STUDY OF THE CHILD FIRST HOME VISITING PROGRAM FOUND IT REDUCED CAREGIVERS' JOB LOSSES, RESIDENTIAL MOBILITY, AND SELF-REPORTED SUBSTANCE ABUSE, AND INCREASED RECEIPT OF VIRTUAL SERVICES DURING THE PANDEMIC. - LOS ANGELES COUNTY'S REENTRY INTENSIVE CASE MANAGEMENT SERVICES (RICMS) PROGRAM. RESULTS FROM A QUASI-EXPERIMENTAL STUDY SUGGEST THAT THE RICMS APPROACH TO COORDINATED, COMMUNITY-BASED REENTRY IS PROMISING AND COULD IMPROVE THE LIFE EXPERIENCES OF PROGRAM PARTICIPANTS, ESPECIALLY BY REDUCING THEIR FUTURE CONTACT WITH THE CRIMINAL LEGAL SYSTEM. - LONG-TERM EMPLOYMENT AND EARNINGS EFFECTS OF A 1990S-ERA WELFARE PROGRAM IN OREGON: THE PROGRAM LED TO A GENERAL INCREASE IN AVERAGE 20-YEAR EARNINGS AMONG INDIVIDUALS IN THE PROGRAM GROUP COMPARED WITH THOSE OF INDIVIDUALS IN THE CONTROL GROUP, PARTICULARLY FOR CERTAIN SUBGROUPS WITH LESS ATTACHMENT TO THE LABOR FORCE AT STUDY ENTRY. WE PROVIDED TECHNICAL ASSISTANCE TO STATE AGENCIES TO HELP THEM MAKE THE MOST OF THE DATA THEY COLLECT. TO CITE JUST TWO EXAMPLES: -THE TANF DATA INNOVATION PROJECT WAS CREATED TO EXPAND THE ROUTINE USE, INTEGRATION, AND ANALYSIS OF TEMPORARY ASSISTANCE FOR NEEDY FAMILIES AND EMPLOYMENT DATA BY AGENCY STAFF TO IMPROVE PROGRAM SERVICES AND OUTCOMES FOR FAMILIES WITH LOW INCOMES. IT OFFERED IN-DEPTH TECHNICAL ASSISTANCE AND TRAINING TO SUPPORT CROSS-DISCIPLINARY TEAMS OF STAFF AT EIGHT STATE AND COUNTY TANF PROGRAMS. - THE WASHINGTON STUDENT ACHIEVEMENT COUNCIL (WSAC) IS A STATE GOVERNMENT AGENCY WITH A GOAL OF INCREASING EDUCATIONAL OPPORTUNITY AND ATTAINMENT FOR WASHINGTON RESIDENTS. WSAC HAS WORKED WITH THE MDRC CENTER FOR DATA INSIGHTS (CDI) TO CREATE MANAGEABLE DATA-ANALYTICS TOOLS FOR THE AGENCY TO USE TO TRACK AND IMPROVE STUDENT OUTCOMES. MDRC SYNTHESIZED LESSONS FROM OUR WORK AND THE RESEARCH OF OTHERS IN COLLABORATION WITH OTHER LEADING ENTITIES. EXAMPLES INCLUDE MDRC EXPERTS AUTHORING: - CHAPTERS IN THE OXFORD HANDBOOK OF PROGRAM DESIGN AND IMPLEMENTATION EVALUATION. - A PAPER WITH THE AMERICAN ENTERPRISE INSTITUTE ON SCALING SECTOR-BASED EMPLOYMENT STRATEGIES. - A RESOURCE FOR THE FEDERAL INSTITUTE OF EDUCATION SCIENCES, CONDUCTING IMPLEMENTATION RESEARCH IN IMPACT STUDIES OF EDUCATION INTERVENTIONS: A GUIDE FOR RESEARCHERS. MDRC PUBLISHED COMMENTARIES ON POLICY-RELEVANT TOPICS IN A VARIETY OF FORUMS, INCLUDING: - COMMUNITY COLLEGE DAILY (ON IMPROVING OUTCOMES FOR RURAL POSTSECONDARY EDUCATION AND ON A TEXAS GRANT PROGRAM TO SUPPORT STUDENTS DURING THE PANDEMIC), - INSIDE HIGHER EDUCATION (ON THE IMPORTANT ROLE THAT FACULTY PLAY IN CREDIT TRANSFER BETWEEN TWO- AND FOUR-YEAR INSTITUTIONS), - GOVERNMENT TECHNOLOGY (ON HOW TO DEVELOP SUCCESSFUL DATA COLLABORATIONS WITH STATES), - ROUTE FIFTY (ON ENHANCING HOME VISITING SERVICES), AND - NEW AMERICA (ON IMPROVING EQUITABLE ACCESS TO HIGH-QUALITY PREKINDERGARTEN). CONTINUED WORK ON SEVERAL LARGE, MULTIYEAR PROJECTS, INCLUDING: - THE PROCEDURAL JUSTICE-INFORMED ALTERNATIVES TO CONTEMPT (PJAC) PROJECT IS TESTING THE INTEGRATION OF PROCEDURAL JUSTICE (THE IDEA OF FAIRNESS IN PROCESSES) INTO ENFORCEMENT AT SIX CHILD SUPPORT AGENCIES. - THE BUILDING EVIDENCE ON EMPLOYMENT STRATEGIES (BEES) PROJECT IS EVALUATING THE EFFECTIVENESS OF INNOVATIVE PROGRAMS DESIGNED TO BOOST EMPLOYMENT AND EARNINGS AMONG AMERICANS WITH LOW INCOMES. - MEASURES FOR EARLY SUCCESS: A MULTIYEAR EFFORT TO DEVELOP NEW SCALABLE, TECHNOLOGY-BASED, AND EQUITY-INFORMED MEASUREMENT TOOLS FOR CHILDREN'S PRESCHOOL CLASSROOM EXPERIENCES AND EARLY CHILDHOOD SKILLS DEVELOPMENT. - THE PERSONALIZED LEARNING INITIATIVE: CONDUCTED WITH THE UNIVERSITY OF CHICAGO EDUCATION LAB, PLI IS HELPING SCHOOL DISTRICTS SCALE HIGH-DOSAGE TUTORING. A RIGOROUS, NATIONAL STUDY WILL MEASURE THE COMPARATIVE EFFECTIVENESS OF VARIOUS FORMS OF TUTORING FOR STUDENTS. FORM 990, PART VI, SECTION B, LINE 11B 990 REVIEW PROCESS THE FORM 990 REVIEW PROCESS AT MDRC INCLUDES AN INTERNAL REVIEW BY MDRC'S SENIOR VICE PRESIDENT/CHIEF FINANCIAL OFFICER AND PRESIDENT AS WELL AS EXTERNAL REVIEW BY GRANT THORNTON. THE FORM 990 IS THEN REVIEWED BY THE AUDIT COMMITTEE OF THE BOARD OF DIRECTORS. THE FULL BOARD IS PROVIDED WITH A COPY OF THE FORM 990 PRIOR TO ITS BEING FILED WITH THE IRS. THE FULL BOARD DISCUSSES THE FORM 990 POST-FILING AT ITS SCHEDULED ANNUAL MEETING IN DECEMBER. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST POLICY ENFORCEMENT & MONITORING DIRECTORS AND OFFICERS ARE REQUIRED TO COMPLETE AND SIGN AN ANNUAL CONFLICT OF INTEREST DISCLOSURE STATEMENT. THE STATEMENTS ARE REVIEWED BY THE CORPORATE SECRETARY AND THE PRESIDENT FOR ACTUAL OR POSSIBLE CONFLICTS OF INTEREST. IF ANY IS DISCLOSED, OR INFERRED, THESE ACTUAL OR POSSIBLE CONFLICTS OF INTEREST ARE BROUGHT TO THE ATTENTION OF THE CHAIRMAN OF THE BOARD. IN RESPONSE, THE CHAIRMAN MIGHT CONVENE A GROUP OF DISINTERESTED DIRECTORS TO DISCUSS AND ADDRESS THE CONFLICT. ALL EMPLOYEES, INCLUDING OFFICERS WHO ARE ALSO STAFF MEMBERS AND KEY EMPLOYEES, ARE REQUIRED TO READ AND SIGN A CODE OF ETHICS, WHICH INCLUDES INFORMATION ABOUT CONFLICTS OF INTEREST. ANNUALLY, EACH EMPLOYEE MUST SIGN A STATEMENT DISCLOSING THE PRESENCE OR ABSENCE OF CONFLICTS OF INTEREST ON BEHALF OF THE EMPLOYEE AND FAMILY MEMBERS. FAILURE TO DO SO CAN RESULT IN DISCIPLINARY ACTION UP TO AND INCLUDING TERMINATION. THESE STATEMENTS ARE REVIEWED BY THE HUMAN RESOURCES DEPARTMENT AND, AS APPROPRIATE, BY COUNSEL FOR DETERMINATION REGARDING ACTION THAT SHOULD FOLLOW THE REPORTING OF AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST. IN ADDITION TO THE REQUIRED ANNUAL REPORT, ALL EMPLOYEES ARE INSTRUCTED BY THE CODE OF ETHICS THAT THEY HAVE A RESPONSIBILITY TO REPORT A VIOLATION OF THE CODE. EMPLOYEES CAN REPORT ANY SUCH VIOLATION TO MDRC SUPERVISORY PERSONNEL, THE HUMAN RESOURCES DEPARTMENT, OR TO AN INDEPENDENT ORGANIZATION, LIGHTHOUSE SERVICES, WHICH HOSTS AN ONLINE SITE AND TOLL-FREE NUMBER WHICH EMPLOYEES CAN USE TO MAKE COMPLAINTS ANONYMOUSLY OR IN IDENTIFIABLE FORM. FORM 990, PART VI, SECTION B, LINE 15 PROCESS FOR DETERMINING COMPENSATION THE FINANCE AND COMPENSATION COMMITTEE ("THE COMMITTEE") OF MDRC'S BOARD OF DIRECTORS ESTABLISHES EACH YEAR THE COMPENSATION AND BONUS PAYMENTS, IF ANY, FOR THE TOP PAID AND NEXT TOP PAID OFFICER OF THE ORGANIZATION BASED ON SURVEY INFORMATION PROVIDED TO THEM FROM BOTH INTERNAL AND EXTERNAL SOURCES. THE INDIVIDUALS AT THE END OF 2023 ARE DR. KNOX AND MR. AMADEO. EACH YEAR MDRC'S HUMAN RESOURCES FUNCTION CONDUCTS A REVIEW OF THE FORM 990 AND OTHER DOCUMENTS OF RESEARCH ORGANIZATIONS THAT PERFORM SIMILAR RESEARCH AS MDRC, TO ASCERTAIN THEIR PAY STRUCTURES FOR THE TOP AND SECOND TOP PAID OFFICERS, WHICH IS TYPICALLY THE CEO OR PRESIDENT AND THE COO/CFO. INCLUDED IN THIS SURVEY IS THE BASE SALARY AND BONUS PAYMENTS MADE TO THE TOP AND SECOND TOP PAID EXECUTIVES OF THESE OTHER POLICY RESEARCH FIRMS, ALONG WITH SUCH COMPARABLE FACTORS AS SIZE OF THE ORGANIZATION AS MEASURED BY HEADCOUNT AND OPERATING BUDGETS. THIS SURVEY INFORMATION IS SUPPLEMENTED BY COMPARABLE INFORMATION PROVIDED FROM AN EXTERNAL, THIRD PARTY CONSULTING FIRM CALLED THE NATIONAL THINK TANK COMPENSATION SURVEY (NTTC) CONDUCTED BY AKRON INCORPORATED, A WASHINGTON DC BASED COMPENSATION CONSULTING FIRM. THE NTTC COMPILES THE BASE SALARY AND BONUS PAYMENT INFORMATION PROVIDED BY SURVEY PARTICIPANTS AND DISPLAYS THE INFORMATION ANONYMOUSLY BY QUARTILE, LOCATION, AND FIRM SIZE (STATED IN TERMS OF EMPLOYEES AND BUDGET). SURVEY PARTICIPANT INCLUDE COMPETING POLICY RESEARCH ORGANIZATIONS, AS WELL AS FOUNDATIONS, ENDOWMENTS, AND UNIVERSITIES. THE RESULTS OF BOTH THE IN-HOUSE AND EXTERNAL SURVEYS AND COMPARISON OF FORM 990S FOR THOSE COMPARABLE NOT-FOR-PROFIT ORGANIZATIONS ARE PRESENTED TO THE COMMITTEE, WHICH THEN DELIBERATES, AND BASED ON THE INFORMATION PROVIDED, ESTABLISHES THE PAY LEVEL FOR MDRC'S PRESIDENT AND CHIEF FINANCIAL OFFICER. THE COMPENSATION OF THE PRESIDENT AND CHIEF FINANCIAL OFFICER IS APPROVED BY THE BOARD. PART VI, SECTION B LINE 15B PROCESS FOR DETERMINING COMPENSATION THE COMMITTEE ESTABLISHES COMPENSATION LEVELS FOR THE CHIEF FINANCIAL OFFICER, AS REQUIRED BY THE CALIFORNIA NONPROFIT INTEGRITY ACT OF 2004. COMPENSATION FOR THE REST OF THE OFFICERS AND EMPLOYEES IS BASED ON A RECOMMENDATION BY THE PRESIDENT TO THE COMMITTEE. THE RECOMMENDATION FROM THE PRESIDENT ESTABLISHES A MERIT AND BONUS POOL FOR THE COMING YEAR, BASED ON THE ORGANIZATION'S STANDARD PAY PRACTICE AS DESCRIBED BELOW. THE PRESIDENT SETS AND APPROVES THE SALARY LEVEL AND BONUS PAYMENTS FOR OFFICERS OTHER THAN THE CHIEF FINANCIAL OFFICER, AND FOR OTHER KEY EMPLOYEES. EACH YEAR, MDRC'S PRESIDENT RECOMMENDS TO THE BOARD A SALARY POOL FOR MERIT INCREASES AND DISCRETIONARY BONUSES TO BE PAID TO OTHER OFFICERS AND KEY EMPLOYEES IN THE ORGANIZATION. THE MERIT INCREASE AND BONUS POOLS ARE GENERALLY COMPETITIVE WITHIN THE TWO MARKETPLACES IN WHICH THE ORGANIZATION COMPETES FOR HUMAN TALENT (NEW YORK AND CALIFORNIA). THE PRESIDENT BASES THE RECOMMENDATION ON SURVEY INFORMATION PROVIDED BY THE ORGANIZATION'S HUMAN RESOURCES DEPARTMENT, WHICH IN TURN, OBTAINS LOCAL LABOR MARKET PAY PRACTICES FROM EXTERNAL THIRD PARTY CONSULTING FIRMS SUCH AS MERCER HUMAN RESOURCES CONSULTING AND TOWERS PERRIN COMPENSATION CONSULTING, AS WELL AS CONDUCTING A SURVEY OF PAY PRACTICES FROM OTHER POLICY RESEARCH ORGANIZATIONS. TYPICAL MERIT INCREASE POOLS IN RECENT YEARS HAVE BEEN IN THE FOUR PERCENT (4%) TO FIVE PERCENT (5%) RANGE. ONCE THE MERIT INCREASE POOL HAS BEEN ESTABLISHED AND APPROVED BY THE BOARD, MDRC ESTABLISHES EACH EMPLOYEE'S SALARY BASED ON TWO FACTORS: PERFORMANCE ON THE JOB DURING THE MOST RECENT CALENDAR YEAR (MDRC USES A FOUR TIER PERFORMANCE RATING SYSTEM), AND WHERE AN EMPLOYEE'S SALARY FALLS WITHIN THE SALARY RANGE ESTABLISHED FOR THEIR POSITION (CALLED A COMPA-RATIO). HOLDING PERFORMANCE CONSTANT, MDRC'S COMPENSATION SYSTEM PROVIDES A GREATER INCREASE IN SALARY TO THOSE EMPLOYEES WHO ARE LOW IN THEIR SALARY RANGES AND PROVIDES SMALLER INCREASES IN SALARY TO THOSE EMPLOYEES WHO ARE HIGH IN THEIR SALARY RANGES. SALARY RANGES ARE DETERMINED BY AN INTERNAL JOB EVALUATION COMMITTEE BASED ON JOB DESCRIPTIONS OF WORK PERFORMED, COUPLED WITH MARKET SALARY INFORMATION FROM THIRD PARTY SOURCES. THE SAME SALARY SYSTEM IS DEPLOYED FOR OTHER OFFICERS, KEY EMPLOYEES, AND THE GENERAL EMPLOYEE POPULATION OF THE ORGANIZATION. FORM 990, PART VI, SECTION C, LINE 19 AVAILABILITY OF DOCUMENTS MDRC'S FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC THROUGH THE MDRC WEBSITE AND A HARD COPY IS PROVIDED UPON REQUEST. MDRC'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE GENERALLY AVAILABLE TO THE PUBLIC UPON REQUEST.