2024-11-15T15:08:48-06:00 2023-12-31 113066459 CERINI & ASSOCIATES LLP 3340 VETERANS MEMORIAL HWY BOHEMIA NY 11716 990 2023-01-01 952149001 JOHNSON O'CONNOR RESEARCH FOUNDATION INC JOHN 6175361584 347 BEACON STREET BOSTON MA 021161102 PETER BROWN DIRECTOR OF FINANCE 6175361584 2024-11-15 1 0 MATT BURKE P00760659 6315821600 2024-11-15 2023 2024-10-15 13:58:12Z ANNE STEINER 347 BEACON STREET BOSTON MA 021161102 6045786 0 X WWW.JOCRF.ORG X 1939 NY TO FURTHER BY RESEARCH, TESTS, MEASUREMENT, PUBLICATIONS, AND TEACHING, AN UNDERSTANDING OF HUMAN BEINGS AND OF THEIR ACTIONS, BOTH AS INDIVIDUALS AND IN GROUPS, AND TO MAKE THE RESULTS THEREOF AVAILABLE TO THE PUBLIC. 10 6 51 10 0 0 2004572 2130476 3649396 3046850 169914 537179 -92944 137009 5730938 5851514 0 0 0 0 3776129 3702181 0 0 0 1864702 1736368 5640831 5438549 90107 412965 7072602 5982307 4856496 4148839 2216106 1833468 TO FURTHER BY RESEARCH, TESTS, MEASUREMENT, PUBLICATIONS, AND TEACHING, AN UNDERSTANDING OF HUMAN BEINGS AND OF THEIR ACTIONS, BOTH AS INDIVIDUALS AND IN GROUPS, AND TO MAKE THE RESULTS THEREOF AVAILABLE TO THE PUBLIC. 0 0 4371057 3046850 APTITUDE TESTINGDESIGN, DEVELOPMENT, EXPERIMENTAL AND STANDARD ADMINISTRATION OF APPROXIMATELY 3,970 SERIES OF APTITUDE TESTS. THE ORGANIZATION PROVIDES EXAMINEES WITH A KNOWLEDGE OF THEIR APTITUDE THAT WILL HELP THEM IN MAKING DECISIONS ABOUT SCHOOL AND WORK. STATISTICS DERIVED FROM THE TESTS ARE USED IN THE ORGANIZATION'S RESEARCH IN UNDERSTANDING HUMAN ABILITIES, BOTH AS INDIVIDUALS AND IN GROUPS. THE RESULTS OF RESEARCH STUDIES ARE AVAILABLE TO THE PUBLIC. FREE OR REDUCED PRICE TESTING IS PROVIDED TO CERTAIN INDIVIDUALS REFERRED BY EDUCATIONAL INSTITUTIONS, SOCIAL AGENCIES, OR REPRESENTATIVES OF THE COURT. 380577 RESEARCHRESEARCH FOCUSES ON UNDERSTANDING HUMAN BEINGS AND HUMAN ABILITIES BOTH AS INDIVIDUALS AND IN GROUPS. DATA COLLECTION AND ANALYSIS LEADING TO PUBLISHED REPORTS MADE AVAILABLE TO THE GENERAL PUBLIC. 4751634 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 22 0 1 51 1 0 0 0 0 0 0 0 0 0 0 0 0 X 10 6 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA NY X THE ORGANIZATION 6175361584 347 BEACON STREET BOSTON MA 021161102 THOMAS JENSEN TRUSTEE/VP OF OPERATIONS 34.25 2.00 X X 122951 0 31119 HOLLY WILHELM SECRETARY/RESEARCH COORDINATOR 34.25 2.00 X X 75320 0 43378 ANNE STEINER PRESIDENT AND TREASURER 32.25 4.00 X X 144300 0 52312 ALICE CAMPBELL TRUSTEE/BOARD CHAIR 1.00 2.00 X X 0 0 0 RICHARD BOWKER TRUSTEE 1.00 2.00 X 0 0 0 CHRIS CONDON TRUSTEE 1.00 2.00 X 0 0 0 DAVID RANSOM TRUSTEE 1.00 2.00 X 0 0 0 ELLEN LEIFER TRUSTEE 1.00 2.00 X 70595 0 0 ROB TOWNES TRUSTEE 1.00 2.00 X 0 0 0 TIMOTHY FITZGERALD ASSISTANT TREASURER, ASSISTANT SECRETARY 1.00 2.00 X X 0 0 0 DEREK C JOHNSON DIRECTOR OF FINANCE (THROUGH 4/14/23) 1.00 35.25 X 0 41129 4845 PETER BROWN DIRECTOR OF FINANCE (AS OF 4/24/23) 1.00 35.25 X 0 83077 462 CASA A WILSON DIRECTOR OF SPECIAL PROJECTS AND MARKETING 34.25 2.00 X 115620 0 28069 STEPHEN A GREENE LAB DIRECTOR AND DIRECTOR OF PUBLIC RELATIONS 34.25 2.00 X 109394 0 45446 638180 124206 205631 4 0 1 0 BARRY JOSEPH CONSULTING LLC 67-66 108TH STREET D66 FOREST HILLS NY 11375 SOFTWARE DEVELOPMENT 700000 1 1185476 945000 2130476 TEST REVENUE 541720 3031150 3031150 FOLLOW-UP FEES 541720 15700 15700 3046850 537179 537179 205162 194272 10890 10890 10890 OTHER REVENUE 900099 117119 117119 GAIN ON LEASE MODIFICA 900099 9000 9000 126119 5851514 3172969 0 548069 413166 392508 20658 2398026 2021873 376153 266311 252995 13316 425614 404334 21280 199064 189111 9953 6674 6674 49673 23650 26023 52006 47448 4558 95108 95108 1007956 953858 54098 28311 11409 16902 20934 19887 1047 189782 180293 9489 62637 37116 25521 TEST SUPPLIES 112379 112379 0 CREDIT CARD FEES 77138 73281 3857 MISCELLANEOUS 33770 31492 2278 5438549 4751634 686915 0 173919 150984 2780 708398 795000 17361 45866 73421 36237 32695 70541 1948257 1423200 901783 525057 2352542 1834057 2809703 2524565 7072602 5982307 461009 386506 228365 223870 4167122 3538463 4856496 4148839 X 1343559 944153 872547 889315 2216106 1833468 7072602 5982307 X 412965 -228076 -567527 X 0 1 X 1 0 X 1533001 1799615 1968306 2004572 2130476 9435970 3729159 1738638 3271427 3649836 3046850 15435910 5262160 3538253 5239733 5654408 5177326 24871880 0 0 0 24871880 295098 286036 356165 298063 74353 1309715 295098 286036 356165 298063 74353 1309715 126119 126119 5557258 3824289 5595898 5952471 5377798 26307714 0.94540 0.70760 0.04980 0.05980 X PART III, LINE 12E: $117,119 OF OTHER REVENUE INCLUDES THE ORGANIZATION'S SHARE OF TEST FEE REVENUE FROM AFFILIATE LOCATIONS, AS WELL AS MANAGEMENT FEE REVENUE FROM AFFILIATE LOCATIONS. $9,000 RELATES TO A GAIN ON LEASE MODIFICATIONS. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2352543 302429 1489615 6674 1158683 3112963 -503182 250000 7238 2352543 2733318 488188 100000 8543 3112963 2757490 178787 195000 7959 2733318 2504676 511142 250000 8328 2757490 0.61983 0.09899 0.28118 0 0 115500 115500 825163 755841 69322 61001 45350 15651 946593 622009 324584 525057 RIGHT-OF-USE ASSETS 1537619 SECURITY DEPOSITS 77946 ASSET IN PROGRESS - DIGITALIZATION 909000 2524565 OPERATING LEASE LIABILITIES 1664900 ACCRUED PENSION LIABILITY 1873563 3538463 X 5616764 -228076 -228076 5844840 6674 6674 5851514 5999402 567527 567527 5431875 6674 6674 5438549 PART X, LINE 2: THE ORGANIZATION EVALUATED ITS ACTIVITIES FOR UNCERTAIN TAX POSITIONS AND DETERMINED THERE WERE NO UNCERTAIN TAX POSITIONS FOR THE YEAR ENDED DECEMBER 31, 2023. PART XII, LINE 2D - OTHER ADJUSTMENTS: PENSION-RELATED CHANGES OTHER THAN NET PERIODIC BENEFIT COSTS OTHER COMPONENTS OF NET PERIODIC BENEFIT COSTS X X X X 0 0 0 0 0 0 0 0 0 ANNE STEINER PRESIDENT AND TREASURER 144300 0 0 0 0 0 20725 0 31587 0 196612 0 0 0 STEPHEN A GREENE LAB DIRECTOR AND DIRECTOR OF PUBLIC 109394 0 0 0 0 0 13859 0 31587 0 154840 0 0 0 THOMAS JENSEN TRUSTEE/VP OF OPERATIONS 122951 0 0 0 0 0 19248 0 11871 0 154070 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 JOHNSON O'CONNOR RESEARCH FOUNDATION, INC. HAS 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 THE BOARD OF TRUSTEES. AS STATED IN THE BY-LAWS ARTICLE II SECTION 1 THE TRUSTEES SHALL BE ELECTED FOR A TERM OF 1 YEAR AT THE ANNUAL METTING 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 11B 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 OF INTEREST 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; AND NO UNAUTHORIZED PAYMENTS OR LOANS TO OR PURCHASES FROM ANY BOARD MEMBER ARE PERMITTED. MONITORING INCLUDES REVIEW OF ANY PERSONS WITH POTENTIAL FINANCIAL INTEREST IN ENGAGING DIRECTLY WITH OR INDIRECTLY WITH THE ORGANIZATION AND RECEIVING COMPENSATION OR GIFTS AND FAVORS. IF THERE WERE EVER A CONFLICT, ENFORCEMENT WOULD INCLUDE REVIEW OF THE POTENTIAL CONFLICT TO INCLUDE ALL MATERIAL FACTS AND A VOTE. ANY SUCH PERSON IN QUESTION WOULD NOT BE INCLUDED IN THE REVIEW OR VOTE. THE BOARD WOULD ADDRESS THE CONFLICT BY HEARING BOTH INTERESTED AND DISINTERESTED PARTIES AND DETERMINING IF A REASONABLE AGREEMENT COULD BE MADE THAT WOULD RESULT IN A MORE ADVANTAGEOUS TRANSACTION. IF IT WERE EVER DETERMINED THAT ANY SUCH PERSON WERE TO HAVE FAILED TO DISCLOSE POSSIBLE CONFLICTS, THEN THE BOARD WOULD REVIEW THE REASON FOR SUCH FAILURE AND TAKE APPROPRIATE CORRECTIVE ACTION. ALL OF THESE PROCEEDINGS WOULD BE RECORDED IN THE MINUTES OF THESE MEETINGS TO INCLUDE ANY SUCH PERSONS INVOLVED AND THE PERSONS REVIEWING AND VOTING. ADDITIONALLY THERE ARE PERIODIC REVIEWS OF COMPENSATION AND PARTNERSHIPS OR JOINT VENTURES WHICH MAY OR MAY NOT INCLUDE THE USE OF OUTSIDE EXPERTS. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF TRUSTEES USES PUBLISHED MANAGEMENT COMPENSATION REPORTS FROM CONSULTING, INC. AND OTHER AVAILABLE REVIEW MATERIALS 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 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST TO ANY INDIVIDUAL WHO WISHES TO REVIEW THEM. FORM 990, PART XI, LINE 9: PENSION-RELATED CHANGES OTHER THAN NET PERIODIC BENEFIT COSTS -503,673. OTHER COMPONENTS OF NET PERIODIC BENEFIT COSTS -63,854. JOHNSON O'CONNOR RESEARCH SUPPORT CORP 347 BEACON STREET BOSTON MA 02116 133970491 SUPPORT NY 501(C)(3) LINE 12B, II N/A 1 HUMAN ENGINEERING LABORATORY INC 347 BEACON STREET BOSTON MA 02116 952149000 TEST/RESEARCH MA 501(C)(3) LINE 10 N/A 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 JOHNSON O'CONNOR RESEARCH SUPPORT CORPORATION C 1185476 FMV HUMAN ENGINEERING LABORATORY INC O 104433 FMV