2025-08-06T18:38:11-04:00 2024-09-30 043140065 GLENN RICCIARDELLI PC 10 HIGH STREET SUITE 1000 Boston MA 02110 990 2024-01-01 222632081 PIONEER INSTITUTE INC % James Stergios PION 6177232277 185 DEVONSHIRE STREET STE 1101 BOSTON MA 021101409 Mary Z Connaughton Chief Operating Officer 2025-08-07 true Glenn Ricciardelli P00444363 6174261552 2025-08-07 2024 2025-03-06 01:10:19Z James Stergios 185 DEVONSHIRE ST STE 1101 BOSTON MA 021101409 5973612 false X X 1988 MA PIONEER INSTITUTE DEVELOPS AND COMMUNCATES DYNAMIC IDEAS THAT ADVANCE PROSPERITY AND A VIBRANT CIVIC LIFE IN MASSACHUSETTS AND BEYOND. THROUGH ITS SUBSIDIARY PIONEERLEGAL LLC PIONEER ALSO ADVANCES ITS MISSION THROUGH LITIGATION AND THE FILING OF AMICUS BRIEFS 23 23 19 35 0 0 2885768 3343070 1549362 2100903 114703 229205 0 273256 4549833 5946434 0 0 0 0 2429181 2818658 0 0 1044806 1635172 1875722 4064353 4694380 485480 1252054 7478638 9427349 207863 222039 7270775 9205310 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 AND BOTH WILLING AND ABLE TO TEST THEIR BELIEFS BASED ON FACTS. false false 899463 0 444350 PIONEER EDUCATION & CIVICS builds on Pioneers 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. 655431 0 487500 PIONEERHEALTH aims to refocus the Massachusetts conversation about healthcare costs away from government-imposed solutions toward market-based state reforms. The centers 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. 708753 0 71000 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. 349244 0 595718 PIONEERLEGAL 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. 105582 0 225000 LOVETT PETERS LECTURE SERIES was named in honor of Pioneeers founding Chairman a successful business executive entrepreneur philanthropist and lifelong proponent of high quality education opportunities for children. The event assembles Pioneers closest supporters to encourage and honor individuals whose vision thought leadership and accomplishments have left a mark on the world. 571625 0 150000 PIONEER PUBLIC OUTREACH includes all communication activities related to sharing our research and programs with the public. 1026451 0 970718 3290098 true true false true false false false false false true true false false false false false true true false false false false false false true false false false false true false false false false false true false false true false false false false false false false false true 67 0 19 true false false false false false true true false 0 false false false false false 23 23 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 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 386366 0 34418 MARY Z CONAUGHTON Chief Operating Officer 40.00 0.00 X X X 247358 0 40656 WILLIAM SMITH Director Life Sciences 40.00 0.00 X X 202003 0 44435 JAMIE GASS Director of PioneerEducation 40.00 0.00 X X 177798 0 37816 FRANK BAILEY President of PioneerLegal 40.00 0.00 X X 0 150000 6000 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 - Vice Chairperson 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 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 MARK COHEN Director 1.00 0.00 X 0 0 0 KYLA de ASLA Director 1.00 0.00 X 0 0 0 ANDREW HORGAN Chief Development Officer 40.00 0.00 X X 301154 0 45413 1314679 150000 208738 8 false true false SEAN WONG 185 Devonshire Street Suite 1100 Boston MA 02110 IT CONSULTANT 126403 1 0 0 0 0 0 3343070 277328 3343070 PIONEER EDUCATION 444350 0 0 0 PIONEER OPPORTUNITY 71000 0 0 0 PIONEER HEALTHCARE 487500 0 0 0 PIONEERLEGAL LLC 595718 0 0 0 OUTREACH & PUBLIC COMMUNICATIONS 150000 0 0 0 352335 0 0 0 2100903 229205 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 209828 0 27178 182650 0 0 0 0 0 0 0 0 0 0 0 0 0 0 TICKET & BOOK SALES 90606 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 90606 5946434 0 0 0 0 0 0 0 0 0 0 0 1088862 640168 112301 336392 1729796 1234118 68712 426967 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 260456 229119 4715 26622 272761 152614 58012 62135 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 258331 171693 45137 41501 0 0 0 0 0 0 0 0 35060 25407 1752 7901 0 0 0 0 PRINTING & PUBLICATIONS 112650 68880 1970 41800 RESEARCH 341821 339321 0 2500 CONSULTANTS 442843 346320 30227 66296 STAFF BUSINESS EXPENSE 60334 32458 1942 25934 91466 50000 34708 6758 4694380 3290098 359476 1044806 0 0 0 0 772417 946015 1008050 481314 191750 987801 0 0 0 0 0 0 0 0 0 0 76127 153854 1303630 519385 744354 784245 4685940 6074120 0 0 0 0 0 0 0 0 7478638 9427349 207863 222039 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 207863 222039 X 5255979 6783656 2014796 2421654 7270775 9205310 7478638 9427349 1252054 682481 0 0 0 0 X false true true false X 3267056 3337081 4179466 4424474 5626623 20834700 0 0 0 0 0 0 0 0 0 0 0 0 3267056 3337081 4179466 4424474 5626623 20834700 0 20834700 103556 599849 -444068 523018 911685 1694040 0 0 0 0 0 0 6675 33641 6885 10656 90606 148463 22677203 0 0.9188 0.9499 X Part II - Line 10 | Year:, Amount:, Description:| 2020, 6675, SALE 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| 2024, 90606SALE OF PUBLICATIONS & EVENT TICKET SALES| 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 Part IV | PartandLinenumber:,Explanation:| Part II-A Line 1,IN 2024 PIONEER INSTITUTEs BOARD VOTED TO CONTRIBUTE $50,000 TO A BALLOT COMMITTEE THAT OPPOSED A BALLOT QUESTIONS TO REDUCE THE HIGH SCHOOL GRADUATION REQUIREMENTS IN MASSACHUSETTS. THAT AMOUNT WAS REPORTED AS A LIABILITY AT YEAR-END AND PAID TO THE COMMITTEE THE FOLLOWING YEAR.| 4603628 3666549 911685 0 1730680 37137 7414045 3968119 1264446 523018 0 1085865 66090 4603628 4366745 1289970 -444068 0 1244528 0 3968119 3267960 1577289 599849 0 1078353 0 4366745 2690985 1579756 103556 0 1106337 0 3267980 0.67 0.15 0.18 false false 0 0 0 0 1035781 275067 760714 0 0 0 0 0 79936 73405 6531 0 187912 170913 17000 784245 6628914 682480 0 0 0 682480 5946434 0 0 0 5946434 4694380 0 0 0 0 0 4694380 0 0 0 4694380 X X X X X false 0 0 0 MA FL OH CT PA MD GA RI ME NH NY AR LAW CENTER DINNER 129900 0 129900 0 0 0 0 0 1866 GOLF OUTING 105240 25312 79928 0 0 11058 9374 0 4880 0 0 0 0 0 0 0 0 0 235140 25312 209828 0 0 11058 9374 0 6746 27178 182650 X X X X false false false false false false false false false JAMES STERGIOS Executive Director 386366 0 0 0 0 0 0 0 34418 0 420784 0 0 0 JAMIE GASS Director of PioneerEducation 177798 0 0 0 0 0 0 0 37816 0 215614 0 0 0 MARY Z CONAUGHTON Chief Operating Officer 247358 0 0 0 0 0 0 0 40656 0 288014 0 0 0 WILLIAM SMITH Director Life Sciences 0 202003 0 0 0 0 0 0 0 44435 0 246438 0 0 ANDREW HORGAN Chief Development Officer 301154 0 0 0 0 0 0 0 45413 0 346567 0 0 0 ADAM PORTNOY DIRECTOR 13500 Pioneer entered into an agreement with a venue controlled by a board member. false Part V | PartandLinenumber:,Explanation:| Part IV General,In 2024 the Organization entered into an agreement with a venue controlled by a board member to host a programming event for the following fiscal year. In 2024 as part of the agreement the Organization paid $13,500 in deposits to the venue.| X 5 149587 Fair Market Value X Auditing Fees 1 20000 Fair Value of Services Provided X Advertising 1 43380 Fair Value of Services Provided X Food & Beverage 1 27383 Actual Value of Food & Beverage Purchases X Public Relations 1 30000 Fair Value of Services Provided 0 false true false Part VI, Line 11a THE PROCEDURES PIONEER FOLLOWS IN REVIEWING ITS FORM 990 INCLUDE: 1 FORM 990 IS COMPLETED BY PIONEERS AUDITORS WITH ASSISTANCE FROM MANAGEMENT 2 THE RETURN IS REVIEWED BY MANAGEMENT AND ANY FURTHER REVISIONS ARE IMPLEMENTED 3 THE FORM IS SCRUTINIZED BY PIONEERS AUDIT COMMITTEE AND QUESTIONS ARE ADDRESSED 4 THE FINAL VERSION IS DISTRIBUTED TO MANAGEMENT AND THE BOARD OF DIRECTORS PRIOR TO FILING WITH THE AUTHORITIES. Part VI, Line 12c PIONEERs CONFLICT OF INTEREST POLICY IS CIRCULATED TO THE ORGANIZATIONs EMPLOYEES MANAGEMENT and the BOARD OF DIRECTORS ANNUALLY. 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 YEA Part VI, Line 15 THE COMPENSATION OF PIONEERS OFFICERS AND KEY EMPLOYEES IS DETERMINED IN ACCORDANCE WITH THE FOLLOWING PROCEDURES: 1 SELF EVALUATION OF THE EMPLOYEE IS UNDERTAKEN AND SHARED WITH MANAGEMENT 2 AN ANNUAL PERFORMANCE EVALUATION BY THE EMPLOYEES SUPERIOR OR IN THE CASE OF THE EXECUTIVE DIRECTOR BY THE STRATEGIC IMPLEMENTAITON COMMITTEE AT WHICH POINT THEIR PERFORMANCE IS EVALUATED RELATIVE TO CERTAIN GOALS OR KEY PERFORMANCE METRICS AND THE RESUILTS ARE DISCUSSED WITH THE EMPLOYEE. 3 A REVIEW OF COMPARATIVE COMPENSATION FOR SIMILAR ORGANIZATIONS IN TERMS OF SIZE REVENUE NUMBER OF EMP.OYEES & GEOGRAPHICAL MARKET IS UNDERTAKEN AND 4 DOCUMENTATION OF THE PROCESS AND RESULTS ARE RECORDED IN THE EMPLOYEES PERSONNEL FILE AND IN THE CASE OF THE EXECUTIVE DIRECTOR IN THE MINUTES OF THE COMMITTEE MEETING. ANNUAL COMPENSATION FOR THE EXECUTIVE DIRECTOR RECOMMENDED BY THE STRATEGIC IMPLEMENTATION COMMITTEE IS SHARED WITH THE FULL BOARD FOR THEIR APPROVAL. Part VI, Line 19 PIONEER MAKES THEIR AUDITED FINANCIAL STATEMENTS AND TAAX RETURNS FOR THE LAST 10 YEARS ACCESSIBLE FROM ITS WEBSITE. ADDITIONALLY THE FINANCIAL STATEMENTS AND TAX RETURNS ARE AVAILABLE UPON REQUEST ALONG WITH THE ORGANIZATIONS BYLAWS AND CONFLICT OF INTEREST POLICY.