2025-11-13T13:45:53-06:00 2024-12-31 113066459 CERINI & ASSOCIATES LLP 3340 VETERANS MEMORIAL HWY BOHEMIA NY 11716 990 2024-01-01 133970491 JOHNSON O'CONNOR RESEARCH SUPPORT CORPORATION JOHN 6175361584 347 BEACON STREET BOSTON MA 021161102 PETER BROWN DIRECTOR OF FINANCE 6175361584 2025-11-13 1 0 MATT BURKE P00760659 6315821600 2025-11-12 2024 2025-03-06 01:10:19Z ANNE STEINER 347 BEACON STREET BOSTON MA 021161102 1673718 0 X WWW.JOCRF.ORG X 1997 NY TO PROVIDE SUPPORT (FINANCIAL AND OTHERWISE) TO AFFILIATE CHARITABLE ORGANIZATIONS AND INDEPENDENT RESEARCHERS IN ORDER TO FURTHER BY RESEARCH AND TESTS, AN UNDERSTANDING OF HUMAN BEINGS AND TO MAKE THE RESULTS AVAILABLE TO THE PUBLIC. 8 6 0 6 0 0 0 0 0 0 551783 1673718 0 0 551783 1673718 1360071 1542550 0 0 0 0 0 0 0 106499 7630 1466570 1550180 -914787 123538 18357106 18809801 6041 6041 18351065 18803760 TO PROVIDE SUPPORT (FINANCIAL AND OTHERWISE) TO AFFILIATE CHARITABLE ORGANIZATIONS AND INDEPENDENT RESEARCHERS IN ORDER TO FURTHER BY RESEARCH AND TESTS, AN UNDERSTANDING OF HUMAN BEINGS AND TO MAKE THE RESULTS AVAILABLE TO THE PUBLIC. 0 0 1330517 1330517 PROVIDE FINANCIAL SUPPORT TO JOHNSON O'CONNOR RESEARCH FOUNDATION (95-2149001) IN ORDER TO FURTHER RESEARCH TESTS, MEASUREMENTS, PUBLICATIONS, AND TEACHING AN UNDERSTANDING OF HUMAN BEINGS AND TO MAKE THE RESULTS THEREOF AVAILABLE TO THE PUBLIC AND TO PROVIDE SUPPORT TO COLLECT DATA AND TO DISSEMINATE KNOWLEDGE BY THE PUBLICATION AND DISTRIBUTION OF WRITINGS, PAPERS, BOOKS, PAMPHLET TESTS, BROCHURES, REPORTS, BULLETINS, GUIDES, OR OTHER PUBLICATIONS. 212033 212033 PROVIDE FINANCIAL SUPPORT TO HUMAN ENGINEERING LABORATORY, INC. (95-2149000) IN ORDER TO FURTHER RESEARCH TESTS, MEASUREMENTS, PUBLICATIONS, AND TEACHING AN UNDERSTANDING OF HUMAN BEINGS AND TO MAKE THE RESULTS THEREOF AVAILABLE TO THE PUBLIC AND TO PROVIDE SUPPORT TO COLLECT DATA AND TO DISSEMINATE KNOWLEDGE BY THE PUBLICATION AND DISTRIBUTION OF WRITINGS, PAPERS, BOOKS, PAMPHLET TESTS, BROCHURES, REPORTS, BULLETINS, GUIDES, OR OTHER PUBLICATIONS. 1542550 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 8 6 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X X THE ORGANIZATION 6175361584 347 BEACON STREET BOSTON MA 021161102 ANNE STEINER PRESIDENT AND TREASURER 2.00 34.00 X X 0 149261 48574 THOMAS JENSEN TRUSTEE / VP OF OPERATIONS 1.00 35.00 X X 0 129574 31196 TIMOTHY FITZGERALD SECRETARY AND ASSITANT TREASURER 1.00 2.00 X X 0 0 0 ALICE CAMPBELL TRUSTEE/CHAIRPERSON 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 ELLEN LEIFER TRUSTEE 1.00 2.00 X 0 36872 0 ROB TOWNES TRUSTEE 1.00 2.00 X 0 0 0 PETER BROWN DIRECTOR OF FINANCE 1.00 34.00 X 0 113904 6285 STEPHEN A GREENE LAB DIRECTOR 1.00 35.00 X 0 105788 40961 CASA WILSON LAB AND MARKETING DIRECTOR 1.00 35.00 X 0 118588 26905 0 653987 153921 0 0 1 0 0 1673718 1673718 1673718 0 0 1673718 1542550 1542550 6700 6700 MISCELLANEOUS EXPENSES 930 930 1550180 1542550 7630 0 855 50695 17941310 18759106 414941 18357106 18809801 6041 6041 6041 6041 X 18351065 18803760 18351065 18803760 18357106 18809801 123538 402071 -72914 0 X 0 1 X 1 0 X X X 2 JOHNSON O'CONNOR RESEARCH FOUNDATION INC 952149001 10 1 1330517 0 HUMAN ENGINEERING LABORATORY 952149000 10 1 212033 0 2 1542550 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 18351065 2075789 1600000 72914 18753940 17799240 2029354 1360071 45201 72257 18351065 21564928 -2487729 1200000 77959 17799240 19991103 2223825 650000 21564928 19951154 1990345 1950396 19991103 1.00000 0 0 0 X 2002875 402071 402071 1600804 72914 72914 1673718 1550180 0 1550180 0 1550180 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, 2024. 1 HUMAN ENGINEERING LABORATORY INC 347 BEACON STREET BOSTON MA 02116 952149000 501(C)(3) 1330517 0 APTITUDE TESTING JOHNSON O'CONNOR RESEARCH FOUNDATION INC 347 BEACON STREET BOSTON MA 02116 952149001 501(C)(3) 212033 0 APTITUDE TESTING 0 0 0 0 0 0 0 0 0 ANNE STEINER PRESIDENT AND TREASURER 0 149261 0 0 0 0 0 21439 0 27135 0 197835 0 0 THOMAS JENSEN TRUSTEE / VP OF OPERATIONS 0 129574 0 0 0 0 0 20241 0 10955 0 160770 0 0 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 15 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. JOHNSON O'CONNOR RESEARCH FOUNDATION INC 347 BEACON STREET BOSTON MA 02116 952149001 TEST/RESEARCH NY 501(C)(3) LINE 10 N/A 0 HUMAN ENGINEERING LABORATORY INC 347 BEACON STREET BOSTON MA 02116 952149000 TEST/RESEARCH MA 501(C)(3) LINE 10 N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JOHNSON O'CONNOR RESEARCH FOUNDATION INC B 1330517 FMV HUMAN ENGINEERING LABORATORY INC B 212033 FMV