2026-06-15T12:51:18-05:00 2025-09-30 203985546 JOHNSON O'CONNOR FERON & CARUCCI LLP 101 EDGEWATER DRIVE SUITE 210 WAKEFIELD MA 01880 990 2024-10-01 222632081 PIONEER INSTITUTE INC PION 6177232277 185 DEVONSHIRE ST 1101 BOSTON MA 02110 MARY Z CONNAUGHTON CHIEF OPERATING OFFICER 6177232277 2026-06-12 1 1 JOSEPH GISO P00030126 7819143400 2026-06-12 2024 2025-03-06 01:10:19Z JIM STERGIOS 185 DEVONSHIRE ST STE 1101 BOSTON MA 021101409 10666182 0 X WWW.PIONEERINSTITUTE.ORG X 1988 MA PIONEER INSTITUTE EMPOWERS AMERICANS WITH CHOICES AND OPPORTUNITIES TO LIVE FREELY AND THRIVE. THROUGH EXPERT RESEARCH, EDUCATIONAL INITIATIVES, LEGAL ACTION, AND COALITION-BUILDING, WE ADVANCE HUMAN POTENTIAL IN FOUR CRITICAL AREAS: K-12 EDUCATION, HEALTH, ECONOMIC OPPORTUNITY AND AMERICAN CIVIC VALUES. 20 20 20 35 0 0 3343070 3265745 2100903 3485741 229205 188035 273256 375127 5946434 7314648 0 885500 0 0 2818658 2938961 0 0 1078917 1875722 2003432 4694380 5827893 1252054 1486755 9427349 11078748 222039 462206 9205310 10616542 X PIONEER INSTITUTE EMPOWERS AMERICANS WITH CHOICES AND OPPORTUNITIES TO LIVE FREELY AND THRIVE. THROUGH EXPERT RESEARCH, EDUCATIONAL INITIATIVES, LEGAL ACTION, AND COALITION-BUILDING, WE ADVANCE HUMAN POTENTIAL IN FOUR CRITICAL AREAS: K-12 EDUCATION, HEALTH, ECONOMIC OPPORTUNITY AND AMERICAN CIVIC VALUES. 0 0 1097730 1080000 PIONEER EDUCATION & AMERICAN CITIZENSHIP: PIONEER BUILDS ON ITS LEGACY AS A LEADER IN THE CHARTER PUBLIC SCHOOL MOVEMENT AND A CHAMPION OF GREATER ACADEMIC RIGOR BY ADVANCING EDUCATION REFORM THROUGH DATA-DRIVEN RESEARCH, PODCASTS, OPINION PIECES, AND PUBLIC TESTIMONY. PIONEER PROMOTES HIGH ACADEMIC STANDARDS AND A BROAD RANGE OF PUBLIC AND PRIVATE SCHOOL CHOICE OPTIONS, INCLUDING CHARTER SCHOOLS, REGIONAL VOCATIONAL-TECHNICAL SCHOOLS, INTER-DISTRICT SCHOOL CHOICE PROGRAMS, TAX CREDIT STRATEGIES THAT EXPAND ACCESS TO PRIVATE AND PAROCHIAL EDUCATION FOR ECONOMICALLY DISADVANTAGED STUDENTS, AND EXPANDED VIRTUAL LEARNING OPPORTUNITIES. THROUGH US DATALABS, PIONEER SEEKS TO INCREASE CIVIC ENGAGEMENT BY PROVIDING FREE ONLINE RESOURCES FEATURING KEY DATA ON EDUCATION, GOVERNMENT, ECONOMICS, HEALTHCARE, INFRASTRUCTURE, AND OTHER POLICY AREAS ACROSS ALL 50 STATES. 620958 0 544547 PIONEERHEALTH: THROUGH ITS LIFE SCIENCES INITIATIVE, PIONEER EXAMINES DRUG PRICING MODELS, THE IMPACT OF ONE-SIZE-FITS-ALL APPROACHES TO HEALTHCARE VALUE ASSESSMENTS, AND STRATEGIES TO ENSURE A ROBUST PIPELINE OF AFFORDABLE, ACCESSIBLE THERAPIES. PIONEER ALSO ADVOCATES FOR GREATER TRANSPARENCY IN 340B PROGRAM HOSPITAL REVENUES TO HELP ENSURE THAT RESOURCES ARE USED TO SUPPORT THE LOWER-INCOME POPULATIONS THE PROGRAM WAS INTENDED TO SERVE. IN ADDITION, PIONEER SEEKS TO REFOCUS THE HEALTHCARE COST DEBATE AWAY FROM GOVERNMENT-IMPOSED SOLUTIONS AND TOWARD MARKET-BASED APPROACHES THAT PROMOTE INNOVATION, ACCESS, AND AFFORDABILITY. 1512020 885500 824000 PIONEER OPPORTUNITY: PIONEERS WORKS TO STRENGTHEN ECONOMIC COMPETITIVENESS, ADVANCE ECONOMIC MOBILITY AND FOSTER JOB GROWTH BY IMPROVING THE BUSINESS CLIMATE, ENHANCING TAX COMPETITIVENESS, AND REDUCING BURDENSOME REGULATIONS TO SUPPORT BUSINESS EXPANSION AND EMPLOYMENT OPPORTUNITIES. PIONEER ALSO ADVANCES RESEARCH AIMED AT EXPANDING HOUSING OPTIONS, STREAMLINING PERMITTING PROCESS. PIONEER ALSO RESEARCHES AND HIGHLIGHTS THE IMPORTANT CONTRIBUTIONS OF IMMIGRANT ENTREPRENEURS TO THE ECONOMY. 410773 207800 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. 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. 551987 829394 PIONEER PUBLIC OUTREACH INCLUDES ALL COMMUNICATION ACTIVITIES RELATED TO SHARING OUR RESEARCH AND PROGRAMS WITH THE PUBLIC. 168803 110725 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. 1131563 1147919 4362271 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 1 0 1 0 0 0 0 0 1 0 0 1 0 0 0 1 0 0 0 0 1 81 0 1 20 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 20 20 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 ADAM PORTNOY DIRECTOR - CHAIRPERSON 1.00 X X 0 0 0 SARA JOHNSON DIRECTOR 1.00 X 0 0 0 ANDREW DAVIS DIRECTOR 1.00 X 0 0 0 FRED CLIFFORD DIRECTOR 1.00 X 0 0 0 MARK RICKABAUGH DIRECTOR 1.00 X 0 0 0 GARY CAMPBELL DIRECTOR 1.00 X 0 0 0 BRIAN BRODERICK DIRECTOR 1.00 X 0 0 0 HOLT MASSEY DIRECTOR 1.00 X 0 0 0 MARY MYERS KAUPPILA DIRECTOR 1.00 X 0 0 0 BRACKETT DENNISTON DIRECTOR 1.00 X 0 0 0 ROGER SERVISON DIRECTOR 1.00 X 0 0 0 EDWARD GLAESER DIRECTOR 1.00 X 0 0 0 DREW DAVIS DIRECTOR 1.00 X 0 0 0 MICHAEL BROWN DIRECTOR 1.00 X 0 0 0 CHRIS DI BONAVENTURA DIRECTOR 1.00 X 0 0 0 KYLA DE ASLA DIRECTOR 1.00 X 0 0 0 MARK COHEN DIRECTOR 1.00 X 0 0 0 JAKE JACOBSON DIRECTOR 1.00 X 0 0 0 ROBER MASHAL DIRECTOR 1.00 X 0 0 0 CHARLES HEWITT III DIRECTOR 1.00 X 0 0 0 JAMES STERGIOS EXECUTIVE DIRECTOR 40.00 X 379183 0 35863 MARY Z CONAUGHTON CHIEF OPERATING OFFICER/CLERK 40.00 X 242981 0 41400 FRANK BAILEY PRESIDENT OF PIONEERLEGAL 40.00 X 150000 0 6000 JIM JOSLIN TREASURER 1.00 X 0 0 0 ANDREW HORGAN CHIEF DEVELOPMENT OFFICER 40.00 X 293249 0 43418 WILLIAM SMITH DIRECTOR LIFE SCIENCES 40.00 X 197246 0 8538 JAMIE GASS DIRECTOR OF PIONEEREDUCATI 40.00 X 172070 0 38541 CATHERINE CASTELLANO DIRECTOR OF INDIVIDUAL GIVING 40.00 X 158839 0 6354 JOHN LALIBERTE STAFF ATTORNEY - PIONEER LEGAL 40.00 X 105000 0 4200 1698568 0 184314 11 0 1 0 SEAN WONG 31 CREST AVENUE UNIT B CHELSEA MA 02150 IT CONSULTANT 102000 1 38885 3226860 453631 3265745 PIONEER EDUCATION 611710 1080000 1080000 OUTREACH & PUBLIC COMMUNICATION 541900 829394 829394 PIONEER OPPORTUNITY 611710 824000 824000 PIONEER HEALTH 524298 544547 544547 PIONEER LEGAL LLC 541100 207800 207800 3485741 172749 172749 3152940 3137654 15286 15286 15286 478282 38885 213880 264402 264402 TICKET & BOOK SALES 459210 110725 110725 110725 7314648 3596466 0 452437 885500 885500 1488246 874976 153492 459778 951667 776756 9427 165484 95770 64887 6391 24492 275578 172617 36426 66535 127700 81586 8893 37221 1993 1149 155 689 5000 3374 333 1293 1422 1422 39528 1809 31161 6558 455555 306982 30421 118152 165658 140137 116 25405 223352 128752 17404 77196 5120 2951 399 1770 63142 36398 4920 21824 46087 34056 3201 8830 258214 180416 69050 8748 36911 27319 1850 7742 14760 8508 1150 5102 RESEARCH 535573 530253 320 5000 PRINTING & PUBLICATIONS 120564 88878 506 31180 BANK CHARGES 12499 572 9853 2074 STAFF BUSINESS EXPNESE 12055 8908 837 2310 5999 4065 400 1534 5827893 4362271 386705 1078917 946016 1864445 481314 1123958 987801 474384 153854 215477 1366206 556295 784244 809911 6074120 6590573 9427349 11078748 222039 223256 238950 222039 462206 X 6783656 6539160 2421654 4077382 9205310 10616542 9427349 11078748 X 1486755 281127 -356650 X X 0 1 X 1 0 X 1775042 2670321 2885768 3343070 3265745 13939946 1775042 2670321 2885768 3343070 3265745 13939946 1000391 12939555 404610 0 114703 229205 188035 936553 33641 6885 300434 461106 802066 15678565 10207190 0.82530 0.91560 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 2025 $110,724 - SALE OF PUBLICATIONS & EVENT TICKET SALES RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1442 1442 4747534 4748976 387449 96862 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 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. 7414045 4346383 469162 2650195 99170 9480225 4603628 3666549 911685 1730680 37137 7414045 3968119 1264446 523018 1085865 66090 4603628 4366745 1289970 -444068 1244528 3968119 3267960 1577289 599849 1078353 4366745 0.67000 0.15000 0.18000 0 0 1035781 301627 734154 83413 73405 10008 247012 181263 65749 809911 X 7713884 281127 118109 399236 7314648 0 7314648 5946002 118109 118109 5827893 0 5827893 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, 2025 & 2024, 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. FISHERS ISLAND 136385 38885 97500 27551 5594 5897 LOVETT LECTURE 238615 238615 50058 39305 41591 1 142167 142167 1950 27080 14854 517167 38885 478282 79559 71979 62342 213880 264402 0 MASSVISION FOUNDATION 2400 DISTRICT AVENUE 110 BURLINGTON MA 01803 331878357 501C3 810500 0 CONDUCTING RESEARCH AND PROMOTION ACTIVITIES RELATED TO THE ADVANCEMENT OF MASSACHUSETTS' ECONOMIC COMPETITIVENESS. MASSACHUSETTS OPPORTUNITY ALLIANCE 2400 DISTRICT AVENUE 110 BURLINGTON MA 01803 990600335 501C6 75000 0 CONDUCTING RESEARCH AND PROMOTION ACTIVITIES RELATED TO THE ADVANCEMENT OF MASSACHUSETTS' ECONOMIC COMPETITIVENESS. 1 1 X X X X 0 0 0 0 0 0 0 1 0 JAMES STERGIOS EXECUTIVE DIRECTOR 379183 0 0 0 0 0 15167 0 20696 0 415046 0 0 0 ANDREW HORGAN CHIEF DEVELOPMENT OFFICER 293249 0 0 0 0 0 11730 0 31688 0 336667 0 0 0 MARY Z CONAUGHTON CHIEF OPERATING OFFICER/CLERK 242981 0 0 0 0 0 9719 0 31681 0 284381 0 0 0 JAMIE GASS DIRECTOR OF PIONEEREDUCATI 172070 0 0 0 0 0 6883 0 31658 0 210611 0 0 0 WILLIAM SMITH DIRECTOR LIFE SCIENCES 181050 0 16196 0 0 0 8538 0 0 0 205784 0 0 0 CATHERINE CASTELLANO DIRECTOR OF INDIVIDUAL GIVING 158839 0 0 0 0 0 6354 0 0 0 165193 0 0 0 FRANK BAILEY PRESIDENT OF PIONEERLEGAL 150000 0 0 0 0 0 6000 0 0 0 156000 0 0 0 PART I, LINE 7 NON-FIXED AND DISCRETIONARY BONUSES WERE PAID TO THE FOLLOWING DURING CALENDAR YEAR 2024: WILLIAM SMITH -DIRECTOR LIFE SCIENCES $16,196 ADAM PORTNOY DIRECTOR 19817 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 2025, AS PART OF THE AGREEMENT, THE ORGANIZATION PAID $19,817 IN DEPOSITS TO THE VENUE. X 5 453631 FAIR MARKET VALUE 0 1 0 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 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. 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 BY THE EMPLOYEE'S SUPERIOR, OR IN THE CASE OF THE EXECUTIVE DIRECTOR, BY THE STRATEGIC IMPLEMENTAITON COMMITTEE, AT WHICH POINT THEIR 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 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 XI, LINE 9: CHANGE IN ACCOUNTING FOR EVENT REVENUE- DEFERRED EVENT REVENUE INCREASED -356,650. 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 DBA PIONEER NEW ENGLAND FOUNDATION 185 DEVONSHIRE ST SUITE 1101 BOSTON MA 02110 874300907 PUBLIC INTEREST LAW MA 312622 617918 PIONEER INSTITUTE INC