Nonprofit · EIN 94-2711764
APPLIED SURVEY RESEARCH INC
Tax-exempt (reinstated) · WATSONVILLE, CA 95076
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $4,158,031 | $4,476,561 | -$318,530 | $867,077 | $13,877 | $853,200 |
| June 30, 2024 | 990 | $4,340,930 | $4,424,340 | -$83,410 | $1,338,558 | $166,828 | $1,171,730 |
| June 30, 2023 | 990 | $3,866,844 | $4,060,259 | -$193,415 | $1,257,758 | $2,618 | $1,255,140 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $699,698
- of which government grants
- $695,498
- Program service revenue
- $3,458,333
- Investment income
- $0
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $813,170
- Other salaries and wages
- $2,178,105
- Salaries, compensation and benefits (total)
- $3,525,818
- Professional fundraising fees
- $0
- Legal fees
- $4,435
- Accounting fees
- $19,618
- Occupancy
- $170,199
- Travel
- $65,776
- Depreciation
- $5,909
- Program services (functional)
- $3,643,111
- Management and general (functional)
- $833,450
Balance sheet and other
- Total assets, start of year
- $1,338,558
- Total assets, end of year
- $867,077
- Total liabilities, end of year
- $13,877
- Net assets, end of year
- $853,200
- Land, buildings and equipment
- $48,954
- Net assets without donor restrictions
- $853,200
- Gross receipts
- $4,158,031
- Employees
- 38
- Year formed
- 1980
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| KIMBERLY L CARPENTER | VP OF RESEARCH AND EVALUATION | 40 | $156,635 | $15,054 |
| LISA NICLAI | VP OF RESEARCH AND OPERATIONS | 40 | $156,000 | $13,469 |
| PETER CONNERY | VP/CFO Trustee or director, Officer | 40 | $152,485 | $14,492 |
| SUSAN BRUTSCHY | President Trustee or director, Officer | 40 | $152,232 | $13,555 |
| JENNIFER ANDERSON-BAHR | SR.PROJECT MANAGER | 40 | $130,392 | $10,093 |
| ALYSSA MULLINS | SR. PROJECT MGR | 40 | $110,746 | $13,219 |
| JAMES LEIGH CONNERY | VP OF RESEARCH & O | 40 | $108,517 | $13,929 |
| JOHN CONNERY | SR. PROJECT MANAGE | 40 | $113,000 | $5,175 |
| LAURA CONNERY | Secretary Trustee or director, Officer | 40 | $99,193 | $12,889 |
| MEGAN MILLER | SR. RESEARCH ANALY | 40 | $108,517 | $2,883 |
| Jill Ducey | MEMBER AT LARGE Trustee or director | 2 | $0 | $0 |
| Patricia Robinson | MEMBER AT LARGE Trustee or director | 2 | $0 | $0 |
| Bonnie Gutierrez | MEMBER AT LARGE Trustee or director | 2 | $0 | $0 |
990 for the year ended June 30, 2024: 12 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| LISA NICLAI | VP, Evaluation Officer | 40 | $140,827 | $25,370 |
| KIMBERLY L CARPENTER | Project Manager II | 40 | $140,774 | $19,264 |
| PETER CONNERY | VP/CFO Trustee or director, Officer | 40 | $142,779 | $15,777 |
| SUSAN BRUTSCHY | President Trustee or director, Officer | 40 | $142,612 | $15,777 |
| JAMES CONNERY | GENERAL MANAGER | 40 | $115,164 | $25,874 |
| JENNIFER ANDERSON-BAHR | PROJECT MANAGER | 40 | $113,529 | $21,869 |
| SOFIA STEPANYAN | Sr. Research Anal. | 40 | $122,628 | $3,609 |
| JORDAN LYNNE BOEVE KATTI | PROJECT MANAGER | 40 | $108,693 | $3,377 |
| LAURA CONNERY | Sec/Dtr Oper. Trustee or director, Officer | 40 | $92,766 | $14,751 |
| Jill Ducey | MEMBER AT LARGE Trustee or director | 2 | $0 | $0 |
| Patricia Robinson | MEMBER AT LARGE Trustee or director | 2 | $0 | $0 |
| Bonnie Gutierrez | MEMBER AT LARGE Trustee or director | 2 | $0 | $0 |
990 for the year ended June 30, 2023: 11 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| PETER CONNERY | VP/CFO Trustee or director, Officer | 40 | $138,686 | $14,470 |
| SUSAN BRUTSCHY | President Trustee or director, Officer | 40 | $138,528 | $14,230 |
| KIMBERLY L CARPENTER | Project Manager II | 40 | $125,478 | $18,280 |
| LISA NICLAI | VP OF EVALUATION | 40 | $120,400 | $22,960 |
| JAMES CONNERY | GENERAL MANAGER | 40 | $108,024 | $23,774 |
| JENNIFER ANDERSON-BAHR | PROJECT MANAGER | 40 | $111,040 | $17,529 |
| KIMBERLY GILLETTE | PROJECT MANAGER | 40 | $108,493 | $11,100 |
| Jill Ducey | MEMBER AT LARGE Trustee or director | 2 | $0 | $0 |
| Patricia Robinson | MEMBER AT LARGE Trustee or director | 2 | $0 | $0 |
| Bonnie Gutierrez | MEMBER AT LARGE Trustee or director | 2 | $0 | $0 |
| LAURA CONNERY | Secretary Trustee or director, Officer | 40 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 55 PENNY LN STE 101, WATSONVILLE, CA 95076-6017
- Signed the 990
- PETER CONNERY, Vice President/CFO
- Phone
- (831) 728-1356
- Website
- appliedsurveyresearch.org
- Return prepared by
- A Bagley CPA Tax & Accounting Services
California records
California keeps its own records of charities and corporations. Search them by EIN 94-2711764 or by the name APPLIED SURVEY RESEARCH INC.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
APPLIED SURVEY RESEARCH IS A NONPROFIT SOCIAL RESEARCH FIRM DEDICATED TO HELPING PEOPLE BUILD STRONGER SUPPORTIVE COMMUNITIES. WE HELP COMMUNITIES TO MEASURE AND IMPROVE THEIR QUALITY OF LIFE. WE HELP ORGANIZATIONS TO MEASURE AND IMPROVE THE IMPACT OF THEIR SERVICES BY CONDUCTING, ANALYZING, and DISSEMINATING COMMUNITY-BASED RESEARCH.
Program accomplishments
- THE ORGANIZATION PROVIDES SURVEY AND RESEARCH SERVICES FOR NON-PROFIT ORGANIZATIONS AND PUBLIC AGENCIES. A NUMBER OF KEY SERVICES TO CLIENTS WERE PROVIDED IN THIS FISCAL YEAR:HOMELESS CENSUS AND NEEDS ASSESSMENT REPORTING FOR 11 COUNTIES IN CALIFORNIA.SCHOOL READINESS ASSESSMENTS FOR 12 EARLY CHILDHOOD EDUCATION ORGANIZATIONS (FIRST 5S OF CALIFORNIA) SUPPORT KINDERGARTEN READINESS AS A CRITICAL DEVELOPMENT EDUCATION GOAL. FAIR MARKET RENT SURVEYS FOR HOUSING AUTHORITIES IN 3 MARKETS RAISING MILLIONS OF DOLLARS IN ADDITIONAL SECTION 8 HOUSING VOUCHER MONIES. PROBATION AND COURT PROGRAM EVALUATION SERVICES PROVIDED FOR 2 COUNTIES MEASURING EFFECTIVENESS OF SERVICES TO UNDERSERVED POPULATIONS INCLUDING VICTIMS OF DOMESTIC VIOLENCE. TECHNICAL SUPPORT TO RECIPIENTS OF THE MENTAL HEALTH SERVICE ACT FUNDING FOR YOUTH SCHOOL READINESS ASSESSMENT FOR STUDENTS THROUGHOUT THE STATE OF MISSOURI. ONGOING SUPPORT WITH YOUTH VIOLENCE PREVENTION WORK IN SEVERAL CALIFORNIA COUNTIES. FOSTER EDUCATION EVALUTION WITH COUNTY OFFFICE OF EDUCATION DEPARTMENTS TO SUPPORT FOSTER YOUTH.Expenses $3,643,111
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 94-2711764
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2019
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B05)
- Assets (IRS master file)
- $867,077
- Income (IRS master file)
- $4,158,031
Revocation and reinstatement
- Exemption revoked
- November 15, 2012
- Posted by the IRS
- March 11, 2013
- Reinstated
- Effective November 15, 2012
From the IRS automatic revocation list: organizations that did not file a required return or e-Postcard for three consecutive years.
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $4,158,031 | $4,476,561 | $867,077 | IRS |
| 990 | June 2024 | $4,340,930 | $4,424,340 | $1,338,558 | IRS |
| 990 | June 2023 | $3,866,844 | $4,060,259 | $1,257,758 | XML |
| 990 | June 2022 | $5,266,252 | $4,093,310 | $1,455,216 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 94-2711764).
Questions about APPLIED SURVEY RESEARCH INC
- What is the EIN of APPLIED SURVEY RESEARCH INC?
- The employer identification number (EIN) of APPLIED SURVEY RESEARCH INC is 94-2711764.
- Is APPLIED SURVEY RESEARCH INC tax-exempt?
- Yes. The IRS revoked its exemption on November 15, 2012 and reinstated it effective November 15, 2012.
- Are donations to APPLIED SURVEY RESEARCH INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does APPLIED SURVEY RESEARCH INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of APPLIED SURVEY RESEARCH INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did APPLIED SURVEY RESEARCH INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who are the officers and directors of APPLIED SURVEY RESEARCH INC?
- The 990 for the year ended June 30, 2025 lists 13 people; 10 received compensation from the organization, the highest $156,635 (KIMBERLY L CARPENTER, VP OF RESEARCH AND EVALUATION).
- How much revenue does APPLIED SURVEY RESEARCH INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $4,158,031, expenses of $4,476,561 and total assets of $867,077 at year end.
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