2024-11-15T15:08:36-06:00 2023-12-31 113066459 CERINI & ASSOCIATES LLP 3340 VETERANS MEMORIAL HWY BOHEMIA NY 11716 990 2023-01-01 952149000 HUMAN ENGINEERING LABORATORY INC HUMA 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 479443 0 X WWW.JOCRF.ORG X 1939 MA TO FURTHER BY RESEARCH, TESTS MEASUREMENTS, 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 8 10 0 0 93572 174595 173100 304848 1359 0 0 0 268031 479443 67536 0 0 0 188535 326004 0 0 0 200943 140221 457014 466225 -188983 13218 30399 24855 198532 250817 -168133 -225962 TO FURTHER BY RESEARCH, TEST, MEASUREMENTS, PUBLICATION AND TEACHING, AN UNDERSTANDING OF HUMAN BEINGS AND OF THEIR ACTIONS, BOTH AS INDIVIDUALS AND IN GROUPS, TO MAKE THE RESULTS THEREOF AVAILABLE TO THE PUBLIC. 0 0 305921 304848 APTITUDE TESTING - DESIGN, DEVELOPMENT, EXPERIMENTAL AND STANDARD ADMINISTRATION OF AT LEAST 202 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 PRICING IS PROVIDED TO CERTAIN INDIVIDUALS REFERRED BY EDUCATIONAL INSTITUTIONS, SOCIAL AGENCIES, OR REPRESENTATIVES OF THE COURT. 35000 RESEARCH - RESEARCH 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. PRESENTATION OF RESEARCH PAPERS FOR PUBLICATION IN SCHOLARLYJOURNALS. 340921 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 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 4 0 1 8 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 0 0 MA X THE ORGANIZATION 6175361584 347 BEACON STREET BOSTON MA 021161102 ANNE STEINER PRESIDENT AND TREASURER 2.00 34.25 X X 0 144300 52312 THOMAS JENSEN TRUSTEE/ VP OF OPERATIONS 1.00 35.25 X X 0 122951 31119 HOLLY WILHELM SECRETARY/RESEARCH COORDINATOR 1.00 35.25 X X 0 75320 43378 ELLEN LEIFER TRUSTEE 1.00 2.00 X 0 70595 0 TIMOTHY FITZGERALD ASSISTANT TREASURER/ASSISTANT SECRETARY 1.00 2.00 X X 0 0 0 DAVID RANSOM TRUSTEE 1.00 2.00 X 0 0 0 RICHARD BOWKER TRUSTEE 1.00 2.00 X 0 0 0 ALICE CAMPBELL TRUSTEE/ BOARD CHAIRPERSON 1.00 2.00 X X 0 0 0 CHRIS CONDON TRUSTEE 1.00 2.00 X 0 0 0 ROB TOWNES TRUSTEE 1.00 2.00 X 0 0 0 DEREK C JOHNSON DIRECTOR OF FINANCE (THROUGH 4/14/23) 34.25 2.00 X 41129 0 4845 PETER BROWN DIRECTOR OF FINANCE (AS OF 4/24/23) 34.25 2.00 X 83077 0 462 STEPHEN A GREENE LAB DIRECTOR & DIRECTOR OF PUBLIC RELATIONS 1.00 35.25 X 0 109394 45446 CASA WILSON DIRECTOR OF SPECIAL PROJECTS & MARKETING 1.00 35.25 X 0 115620 28069 124206 638180 205631 0 0 1 0 0 174595 174595 TESTING REVENUE 541720 304848 304848 304848 479443 304848 0 0 104433 11418 93015 159861 159861 16793 15954 839 9106 8651 455 35811 34020 1791 23861 18685 5176 3891 3696 195 25392 2901 22491 1246 1184 62 2460 2337 123 11958 11360 598 RESEARCH 35000 35000 REPAIRS & MAINTENANCE 15129 15129 TEST SUPPLIES 10120 10120 CREDIT CARD FEES 8031 7629 402 3133 2976 157 466225 340921 125304 0 9541 6457 805878 787480 20858 18398 30399 24855 193082 246917 5450 3900 198532 250817 X -168133 -225962 -168133 -225962 30399 24855 X 13218 -71047 X 0 1 X 1 0 X 57359 107419 426774 93572 174595 859719 337170 153941 127200 173100 304848 1096259 0 0 0 0 0 394529 261360 553974 266672 479443 1955978 57359 107419 196114 174595 535487 0 57359 107419 196114 174595 535487 1420491 1359 1359 1359 1359 394529 261360 553974 268031 479443 1957337 0.72570 0.75770 0.00070 0.00070 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 9600 9600 785575 776869 8706 10703 10611 92 18398 X 479443 0 479443 0 479443 537272 71047 71047 466225 0 466225 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 0 0 0 0 0 0 0 0 0 ANNE STEINER PRESIDENT AND TREASURER 0 144300 0 0 0 0 0 20725 0 31587 0 196612 0 0 STEPHEN A GREENE LAB DIRECTOR & DIRECTOR OF PUBLIC RE 0 109394 0 0 0 0 0 13859 0 31587 0 154840 0 0 THOMAS JENSEN TRUSTEE/ VP OF OPERATIONS 0 122951 0 0 0 0 0 19248 0 11871 0 154070 0 0 FORM 990, SCHEDULE J, PART I , LINE 3 JOHNSON O'CONNOR RESEARCH FOUNDATION, INC., A RELATED ORGANIZATION, USES A COMPENSATION COMMITTEE, FORM 990 OF OTHER ORGANIZATIONS, COMPENSATION SURVEY OR STUDY, AND APPROVAL OF THE BOARD TO ESTABLISH COMPENSATION OF THE CEO. 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 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 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 EVER WERE 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 MROE 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 A 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 15A THE BOARD OF TRUSTEES USES PUBLISHED MANAGEMENT COMPENSATION REPORTS FROM PRM CONSUTING, 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 19 THE GOVERNING DOCUMENTS, CONFLICTS 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 -71,047. JOHNSON O'CONNOR RESEARCH FOUNDATION 347 BEACON STREET BOSTON MA 02116 952149001 TEST/RESEARCH NY 501 (C) (3) LINE 10 N/A 1 JOHNSON O'CONNOR RESEARCH SUPPORT CORP 347 BEACON STREET BOSTON MA 02116 133970491 SUPPORT NY 501 (C) (3) LINE 12B 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 CORP C 174595 FMV JOHNSON O'CONNOR RESEARCH FOUNDATION INC O 104433 FMV