2025-12-03T12:42:16-06:00 2024-09-30 203985546 JOHNSON O'CONNOR FERON & CARUCCI LLP 101 EDGEWATER DRIVE SUITE 210 WAKEFIELD MA 01880 990 2023-10-01 222632081 PIONEER INSTITUTE INC PION 6177232277 185 DEVONSHIRE ST 1101 BOSTON MA 02110 MARY Z CONNAUGHTON CHIEF OPERATING OFFICER 6177232277 2025-11-11 1 1 JOSEPH GISO P00030126 7819143400 2025-11-11 2023 2025-03-06 01:10:19Z X JIM STERGIOS 185 DEVONSHIRE ST STE 1101 BOSTON MA 021101409 5973612 0 X WWW.PIONEERINSTITUTE.ORG X 1988 MA PIONEER INSTITUTE DEVELOPS AND COMMUNICATES 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 1044805 1635172 1875722 4064353 4694380 485480 1252054 7478638 9427349 207863 222039 7270775 9205310 X PIONEER INSTITUTE DEVELOPS AND COMMUNICATES DYNAMIC IDEAS THAT ADVANCE PROPSERITY AND CIVIC LIFE IN MASSACHUSETTS AND BEYOND. PIONEER BELIEVES THAT AMERICA EXCELS WHEN ITS CITIZENS ARE WELL-EDUCATED, COMMITTED TO LIBERTY, PERSONAL RESPONSIBILITY & FREE ENTERPRISE. 0 0 899463 0 569956 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 PIONEER'S TRANSPARENCY TOOLS, PARENTS CAN LEARN ABOUT THEIR LOCAL PUBLIC SCHOOLS AND SCHOOL DISTRICT, REVIEW THEIR PERFORMANCE, AND COMPARE WITH OTHER SCHOOLS. 655431 0 487500 PIONEERHEALTH AIMS TO REFOCUS THE MASSACHUSETTS CONVERSATION ABOUT HEALTHCARE COSTS 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. 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 WITH THE PURPOSE OF UNDERTAKING 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 PIONEER'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. 530425 0 150000 PIONEER PUBLIC OUTREACH INCLUDES ALL COMMUNICATION ACTIVITIES RELATED TO SHARING OUR RESEARCH AND PROGRAMS WITH THE PUBLIC. 41200 92335 THE ROGER PERRY INTERNSHIP PROGRAM SUPPORTS UNDERGRADUATE AND GRADUATE-LEVEL STUDENTS WHO SEEK OPPORTUNITIES TO ENHANCE THEIR EDUCATIONAL EXPERIENCE WITH PRACTICAL TRAINING IN AN ENERGETIC AND CREATIVE PUBLIC POLICY ENVIRONMENT. IN PROVIDING STUDENTS A FOUNDATION OF KNOWLEDGE IN RESEARCH, FUNDRAISING, COMMUNICATIONS, AND MARKETING, WE AIM TO BUILD THE NEXT GENERATION OF POLICY LEADERS WHO WILL BRING INNOVATIONS TO BOTH GOVERNMENT AND THE PRIVATE SECTOR. 1026451 0 1063053 3290098 1 1 0 1 0 0 0 0 0 1 1 0 0 0 0 1 1 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 1 67 0 1 19 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 X 386366 0 34418 ANDREW HORGAN CHIEF DEVELOPMENT OFFICER 40.00 X 301154 0 45413 MARY Z CONAUGHTON COO/CLERK 40.00 X 247358 0 40656 WILLIAM SMITH DIRECTOR LIFE SCIENCES 40.00 X 202003 0 44435 JAMIE GASS DIRECTOR OF PIONEEREDUCATION 40.00 X 177798 0 37816 FRANK BAILEY PRESIDENT OF PIONEERLEGAL 40.00 X 150000 0 6000 ADAM PORTNOY DIRECTOR - CHAIRPERSON 1.00 X X 0 0 0 C BRUCE JOHNSTONE VICE CHAIRPERSON 1.00 X X 0 0 0 JIM JOSLIN TREASURER 1.00 X 0 0 0 BRIAN BRODERICK DIRECTOR 1.00 X 0 0 0 MICHAEL BROWN DIRECTOR 1.00 X 0 0 0 GARY CAMPBELL DIRECTOR 1.00 X 0 0 0 MARK COHEN DIRECTOR 1.00 X 0 0 0 FREDERICK CLIFFORD DIRECTOR 1.00 X 0 0 0 DREW DAVIS DIRECTOR 1.00 X 0 0 0 ANDREW DAVIS DIRECTOR 1.00 X 0 0 0 BRACKETT DENNISTON DIRECTOR 1.00 X 0 0 0 KYLA DE ASLA DIRECTOR 1.00 X 0 0 0 CHRIS DIBONAVENTURA DIRECTOR 1.00 X 0 0 0 ED GLAESER DIRECTOR 1.00 X 0 0 0 CHARLES HEWITT III DIRECTOR 1.00 X 0 0 0 ELLEN ROY HERZFELDER DIRECTOR 1.00 X 0 0 0 SARA JOHNSON DIRECTOR 1.00 X 0 0 0 MICHAEL KENNEALY DIRECTOR 1.00 X 0 0 0 MARY MYERS KAUPPILA DIRECTOR 1.00 X 0 0 0 M HOLT MASSEY DIRECTOR 1.00 X 0 0 0 MARK RICKABAUGH DIRECTOR 1.00 X 0 0 0 ROGER SERVISON DIRECTOR 1.00 X 0 0 0 BRIAN SHORTSLEEVE DIRECTOR 1.00 X 0 0 0 PETER WILDE DIRECTOR 1.00 X 0 0 0 1464679 0 208738 7 0 1 0 SEAN WONG 185 DEVONSHIRE STREET SUITE 1100 BOSTON MA 02110 IT CONSULTANT 126403 1 25312 3317758 250350 3343070 PIONEER LEGAL LLC 541100 595718 595718 PIONEER HEALTH 524298 487500 487500 PIONEER EDUCATION 611710 444350 444350 OTHER PROGRAM SERVICE 541700 352335 352335 OUTREACH & PUBLIC COMM 541900 150000 150000 71000 71000 2100903 229205 229205 209828 25312 27178 182650 182650 TICKET & BOOK SALES 459210 90606 90606 90606 5946434 2191509 0 411855 1088861 640168 112301 336392 1233627 910101 36491 287035 85581 57156 5481 22944 257676 162817 18775 76084 152913 104044 7966 40903 61899 61899 50000 50000 260456 229119 4715 26622 170346 110916 16750 42680 4425 2808 335 1282 61091 38890 4028 18173 46218 25992 20226 258331 171693 45137 41501 35060 25407 1752 7901 CONSULTANTS 417843 346320 5227 66296 RESEARCH 341821 339321 2500 PRINTING & PUBLICATIONS 112650 68880 1970 41800 STAFF BUSINESS EXPENSE 14116 6466 1942 5708 41466 34708 6758 4694380 3290098 359477 1044805 772417 946016 1008050 481314 191750 987801 0 0 0 0 0 0 0 0 0 0 76127 153854 1303629 519385 744354 784244 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 X X 0 1 X 1 0 X 2346043 1775042 2670321 2885768 3343070 13020244 2346043 1775042 2670321 2885768 3343070 13020244 13020244 103556 404610 0 114703 229205 852074 6675 33641 6885 300434 347635 14219953 7642462 0.91560 0.94990 X PART II LINE 10 - OTHER INCOME 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 2024 $90,606 - SALE OF PUBLICATIONS & EVENT TICKET SALES RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 50000 50000 4644380 4694380 384719 96180 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PART AND LINE NUMBER: PART II-A - LINE 1 IN 2024, PIONEER INSTITUTE'S 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 3267960 0.67000 0.15000 0.18000 0 0 1035781 275067 760714 79936 73405 6531 187912 170913 16999 784244 X 6628914 682480 682480 5946434 0 5946434 4694380 0 4694380 0 4694380 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, 2024 & 2023, 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. UNCERTAIN TAX POSITIONS: THE ORGANIZATION IS NOT CURRENTLY UNDER EXAMINATION BY ANY TAXING JURISDICTION. THE ORGANIZATION 'S FEDERAL AND STATE TAX RETURNS ARE GENERALLY OPEN FOR EXAMINATION FOR 3-YEARS FOLLOWING THE DATE FILED. LAW CENTER DINNE 129900 129900 1866 GOLF OUTING 105240 25312 79928 11058 9374 4880 235140 25312 209828 11058 9374 6746 27178 182650 X X X X 0 0 0 0 0 0 0 0 0 JAMES STERGIOS EXECUTIVE DIRECTOR 386366 0 0 0 0 0 0 0 34418 0 420784 0 0 0 ANDREW HORGAN CHIEF DEVELOPMENT OFFICER 301154 0 0 0 0 0 0 0 45413 0 346567 0 0 0 MARY Z CONAUGHTON COO/CLERK 247358 0 0 0 0 0 0 0 40656 0 288014 0 0 0 WILLIAM SMITH DIRECTOR LIFE SCIENCES 202003 0 0 0 0 0 0 0 44435 0 246438 0 0 0 JAMIE GASS DIRECTOR OF PIONEEREDUCATION 177798 0 0 0 0 0 0 0 37816 0 215614 0 0 0 FRANK BAILEY PRESIDENT OF PIONEERLEGAL 150000 0 0 0 0 0 0 0 6000 0 156000 0 0 0 ADAM PORTNOY DIRECTOR 13500 PIONEER ENTERED INTO AN AGREEMENT WITH A VENUE CONTROLLED BY A BOARD MEMBER. 0 PART AND LINE NUMBER: 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 ADVERTISING 1 43380 FAIR VALUE OF SERVIC X PUB. RELATIONS 1 30000 FAIR VALUE OF SERVIC X FOOD & BEVERAGE 1 27383 ACTUAL VALUE OF FOOD 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 SUBSIDIARY IS 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 PIONEER FOLLOWS IN REVIEWING ITS FORM 990 INCLUDE: 1) FORM 990 IS COMPLETED BY PIONEER'S AUDITORS WITH ASSISTANCE FROM MANAGEMENT, 2) THE RETURN IS REVIEWED BY MANAGEMENT AND ANY FURTHER REVISIONS ARE IMPLEMENTED, 3) THE FORM IS SCRUTINIZED BY PIONEER'S 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. 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. 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 BY THE EMPLOYEE'S SUPERIOR, OR IN THE CASE OF THE EXECUTIVE DIRECTOR, BY THE STRATEGIC IMPLEMENTAITON COMMITTEE, AT WHICH POINT 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 EMPLOYEES & GEOGRAPHICAL MARKET) IS UNDERTAKEN, AND 4) DOCUMENTATION OF THE PROCESS AND RESULTS ARE RECORDED IN THE EMPLOYEE'S 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. FORM 990, PART VI, SECTION C, LINE 19 PIONEER MAKES ITS 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.