2025-10-30T08:10:17-05:00 2023-09-30 203985546 JOHNSON O'CONNOR FERON & CARUCCI LLP 101 EDGEWATER DRIVE SUITE 210 WAKEFIELD MA 01880 990 2022-10-01 222632081 PIONEER INSTITUTE INC PION 6177232277 185 DEVONSHIRE ST 1101 BOSTON MA 02110 MARY Z CONNAUGHTON CHIEF OPERATING OFFICER 6177232277 2025-10-29 1 1 JOSEPH GISO P00030126 7819143400 2025-10-29 2022 2025-03-06 01:10:19Z X JIM STERGIOS 185 DEVONSHIRE ST STE 1101 BOSTON MA 021101409 4549833 0 X WWW.PIONEERINSTITUTE.ORG X 1988 MA PIONEER INSTITUTE DEVELOPS AND COMMUNICATES DYNAMIC IDEAS THAT ADVANCE PROPSERITY AND A VIBRANT CIVIC LIFE IN MASSACHUSETTS AND BEYOND. 23 23 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 X PIONEER INSTITUTE DEVELOPS AND COMMUNICATES DYNAMIC IDEAS THAT ADVANCE PROSPERITY 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. 0 0 818875 447487 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 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 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. 424874 0 463275 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. 139493 0 100 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. 92270 0 234000 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. 487959 0 0 PIONEER PUBLIC OUTREACH INCLUDES ALL COMMUNICATION ACTIVITIES RELATED TO SHARING OUR RESEARCH AND PROGRAMS WITH THE PUBLIC. 1144596 0 697375 3039836 1 1 0 1 0 0 0 0 0 1 1 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 1 59 0 1 20 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 23 23 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 MA X X MARY Z CONNAUGHTON 6177232277 185 DEVONSHIRE ST STE 1101 BOSTON MA 021101409 JAMES STERGIOS EXECUTIVE DIRECTOR 40.00 0.00 X 376998 0 31673 MARY Z CONAUGHTON CHIEF OPERATING OFFICER 40.00 0.00 X 229994 0 38174 WILLIAM SMITH DIRECTOR LIFE SCIENCES 40.00 0.00 X 209983 0 7887 JAMIE GASS DIRECTOR OF PIONEEREDUCATION 40.00 0.00 X 168012 0 36312 FRANK BAILEY PRESIDENT OF PIONEERLEGAL 40.00 0.00 X 150000 0 4500 ADAM PORTNOY DIRECTOR - CHAIRPERSON 1.00 0.00 X X 0 0 0 JIM JOSLIN TREASURER 1.00 0.00 X X 0 0 0 PAMELA LAYTON DIRECTOR - CLERK 1.00 0.00 X X 0 0 0 BRIAN BRODERICK DIRECTOR 1.00 0.00 X 0 0 0 MICHAEL BROWN DIRECTOR 1.00 0.00 X 0 0 0 GARY CAMPBELL DIRECTOR 1.00 0.00 X 0 0 0 FREDERICK CLIFFORD DIRECTOR 1.00 0.00 X 0 0 0 DREW DAVIS DIRECTOR 1.00 0.00 X 0 0 0 ANDREW DAVIS DIRECTOR 1.00 0.00 X 0 0 0 BRACKETT DENNISTON DIRECTOR 1.00 0.00 X 0 0 0 CHRIS DIBONAVENTURA DIRECTOR 1.00 0.00 X 0 0 0 CHARLES HEWITT III DIRECTOR 1.00 0.00 X 0 0 0 ED GLAESER DIRECTOR 1.00 0.00 X 0 0 0 ELLEN ROY HERZFELDER DIRECTOR 1.00 0.00 X 0 0 0 SARA JOHNSON DIRECTOR 1.00 0.00 X 0 0 0 C BRUCE JOHNSTONE DIRECTOR 1.00 0.00 X 0 0 0 MICHAEL KENNEALY DIRECTOR 1.00 0.00 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 MARK RICKABAUGH DIRECTOR 1.00 0.00 X 0 0 0 ROGER SERVISON DIRECTOR 1.00 0.00 X 0 0 0 BRIAN SHORTSLEEVE DIRECTOR 1.00 0.00 X 0 0 0 PETER WILDE DIRECTOR 1.00 0.00 X 0 0 0 1134987 0 118546 7 0 1 0 0 2885768 358624 2885768 PIONEER EDUCATION 611710 492725 492725 PIONEER HEALTH 524298 374000 374000 PIONEER LEGAL LLC 541100 333275 333275 PIONEER OPPORTUNITY 611710 234000 234000 OUTREACH & PUBLIC COMM 541900 93121 93121 22241 22241 1549362 114703 114703 4549833 1549362 0 114703 1143241 947203 145043 50995 905418 597101 10603 297714 65078 49946 4429 10703 179475 129712 14565 35198 135969 105647 8875 21447 22500 22500 216862 208131 1934 6797 190212 121328 30231 38653 4468 3229 363 876 30684 22176 2490 6018 34844 23535 404 10905 25460 18401 2066 4993 CONSULTANTS 455277 277299 7179 170799 RESEARCH 341922 341922 EVENTS & MEETINGS 189740 120515 47426 21799 PRINTING & PUBLICATIONS 83616 73691 1329 8596 39587 30294 9293 4064353 3039836 329731 694786 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 X X 0 1 X 1 0 X 2393473 3267056 3337081 4179466 2885768 16062844 2393473 3267056 3337081 4179466 2885768 16062844 16062844 68682 103556 599849 -444068 114703 442722 19196 6675 33641 6885 66397 16571963 1549362 0.96930 0.96830 X PROVIDE THE EXPLANATIONS REQUIRED BY PART II, LINE 10; PART 2019 19,196 SALE OF PUBLICATIONS & EVENT TICKET SALES 2020 6,675 SALE OF PUBLICATIONS & EVENT TICKET SALES 2021 33,641 SALE OF PUBLICATIONS & EVENT TICKET SALES 2022 6,885 SALE OF PUBLICATIONS & EVENT TICKET SALES & PROCEEDS FROM SHARED SERVICES AGREEMENT 2023 10,656 SALE OF PUBLICATIONS & EVENT TICKET SALES & PROCEEDS FROM SHARED SERVICES AGREEMENT RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 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 AND LINE NUMBER: 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 4603628 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 0.56000 0.19000 0.25000 0 0 992864 248510 744354 73403 73403 0 162412 162412 0 744354 X 4958148 408315 408315 4549833 0 4549833 4064353 0 4064353 0 4064353 PART X, LINE 2: THE ORGANIZATION IS RECOGNIZED BY THE INTERNAL REVENUE SERVICE (IRS) AS AN ORGANIZATION DESCRIBED UNDER SECTION 501(C)(3) OF THE U.S. INTERNAL REVENUE CODE AND IS GENERALLY EXEMPT FROM FEDERAL AND STATE INCOME TAXES ON RELATED INCOME. DONORS MAY DEDUCT CONTRIBUTIONS MADE TO THE ORGANIZATION UNDER SECTIONS 170(B)(1)(A)(VI) AND (VIII) OF THE INTERNAL REVENUE CODE. THE ORGANIZATION IS REQUIRED TO FILE A RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX (FORM 990) WITH THE IRS. IN ADDITION, THE ORGANIZATION IS SUBJECT TO INCOME TAX ON NET INCOME THAT IS DERIVED FROM BUSINESS ACTIVITIES THAT ARE UNRELATED TO ITS EXEMPT PURPOSE. IN THE YEARS ENDED SEPTEMBER 30, 2022 & 2021, THE ORGANIZATION WAS NOT SUBJECT TO UNRELATED BUSINESS INCOME TAX AND IT DID NOT FILE AN EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURN (FORM 990-T) WITH THE IRS. X X X X 0 0 0 0 0 0 0 1 0 JAMES STERGIOS EXECUTIVE DIRECTOR 364998 0 12000 0 0 0 0 0 31673 0 408671 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 JAMIE GASS DIRECTOR OF PIONEEREDUCATION 168012 0 0 0 0 0 0 0 36312 0 204324 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 7 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. BASED UPON THE ABOVE CRITERIA: THE EXECUTIVE DIRECTOR RECEIVED A BONUS OF $12,000 FOR THE TAX YEAR 12/31/22. FORM AND LINE REFERENCE: 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 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 1 0 FORM 990, PAGE 1, LINE B AMENDED RETURN DESCRIPTION: THIS RETURN HAS BEEN AMENDED TO UPDATE FOR THE CORRECT TAX FILING YEAR. ORGANIZATION'S FISCAL YEAR IS FROM 10/1/22 TO 9/30/23 WAS ORIGINALLY INPUTTED IN TAX YEAR 2023. THE CORRECT TAX YEAR SHOULD BE 2022. PART AND LINE NUMBER: PART III - GENERAL 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. FORM 990, PART VI, SECTION B, 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. FORM 990, PART VI, SECTION B, 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. FORM 990, PART VI, SECTION B, LINE 15A THE COMPENSATION OF PIONEER'S 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 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) DOCUMENTATION 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. FORM 990, PART VI, SECTION C, LINE 19 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. FORM 990, PART XII, LINE 2C: THE ORGANIZATION DID NOT CHANGE EITHER ITS OVERSIGHT PROCESS OF THE AUDIT, REVIEW, OR COMPILATION OF ITS FINANCIAL STATEMENTS OR SELECTION PROCESS FOR AN INDEPENDENT ACCOUNTANT DURING THE TAX YEAR. PIONEERLEGAL LLC 185 DEVONSHIRE STREET SUITE 1101 BOSTON MA 02110 874300907 PUBLIC INTEREST LAW MA 0 259564 PIONEER INSTITUTE