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Nonprofit · EIN 95-2149001

JOHNSON OCONNOR RESEARCH FOUNDATION INC

Tax-exempt · BOSTON, MA 02116

Financials

$5.9M$5.4M2023$4.8M$5.2M2024
Revenue Expenses · by fiscal year end
Financials of JOHNSON OCONNOR RESEARCH FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$4,762,921$5,235,879-$472,958$5,571,883$2,622,289$2,949,594
December 31, 2023990$5,851,514$5,438,549$412,965$5,982,307$4,148,839$1,833,468
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$1,388,630
Program service revenue
$3,021,710
Investment income
$156,454
Net rental income
$10,354
Other revenue
$196,127

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$315,707
Other salaries and wages
$2,521,319
Salaries, compensation and benefits (total)
$3,703,846
Professional fundraising fees
$0
Occupancy
$854,148
Travel
$33,789
Depreciation
$188,034
Program services (functional)
$4,525,040
Management and general (functional)
$710,839

Balance sheet and other

Total assets, start of year
$5,982,307
Total assets, end of year
$5,571,883
Total liabilities, end of year
$2,622,289
Net assets, end of year
$2,949,594
Land, buildings and equipment
$337,020
Publicly traded securities
$1,858,336
Net assets without donor restrictions
$2,390,425
Net assets with donor restrictions
$559,169
Gross receipts
$4,942,635
Employees
50
Volunteers
6
Year formed
1939
State of legal domicile
NY

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 December 31, 2024, highest compensation first.

NameTitleHours / weekCompensationFrom related orgsOther / benefits
ANNE STEINERPRESIDENT AND TREASURER
Trustee or director, Officer
32$149,261$0$48,574
THOMAS JENSENTRUSTEE/VP OF OPERATIONS
Trustee or director, Officer
34$129,574$0$31,196
STEPHEN A GREENELAB DIRECTOR AND DIRECTOR
Highest-paid employee
34$105,788$0$40,961
CASA A WILSONLAB AND MARKETING DIRECTOR
Highest-paid employee
34$118,588$0$26,905
PETER BROWNDIRECTOR OF FINANCE
Officer
1$0$113,904$6,285
ELLEN LEIFERTRUSTEE
Trustee or director
1$36,872$0$0
TIMOTHY FITZGERALDSECRETARY/ASSISTANT TREASURER
Trustee or director, Officer
1$0$0$0
ALICE CAMPBELLTRUSTEE/BOARD CHAIR
Trustee or director, Officer
1$0$0$0
RICHARD BOWKERTRUSTEE
Trustee or director
1$0$0$0
DAVID RANSOMTRUSTEE
Trustee or director
1$0$0$0
ROB TOWNESTRUSTEE
Trustee or director
1$0$0$0
990 for the year ended December 31, 2023: 14 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
ANNE STEINERPRESIDENT AND TREASURER
Trustee or director, Officer
32.25$144,300$0$52,312
STEPHEN A GREENELAB DIRECTOR AND DIRECTOR OF PUBLIC RELATIONS
Highest-paid employee
34.25$109,394$0$45,446
THOMAS JENSENTRUSTEE/VP OF OPERATIONS
Trustee or director, Officer
34.25$122,951$0$31,119
CASA A WILSONDIRECTOR OF SPECIAL PROJECTS AND MARKETING
Highest-paid employee
34.25$115,620$0$28,069
HOLLY WILHELMSECRETARY/RESEARCH COORDINATOR
Trustee or director, Officer
34.25$75,320$0$43,378
PETER BROWNDIRECTOR OF FINANCE (AS OF 4/24/23)
Officer
1$0$83,077$462
ELLEN LEIFERTRUSTEE
Trustee or director
1$70,595$0$0
DEREK C JOHNSONDIRECTOR OF FINANCE (THROUGH 4/14/23)
Officer
1$0$41,129$4,845
ALICE CAMPBELLTRUSTEE/BOARD CHAIR
Trustee or director, Officer
1$0$0$0
RICHARD BOWKERTRUSTEE
Trustee or director
1$0$0$0
CHRIS CONDONTRUSTEE
Trustee or director
1$0$0$0
DAVID RANSOMTRUSTEE
Trustee or director
1$0$0$0
ROB TOWNESTRUSTEE
Trustee or director
1$0$0$0
TIMOTHY FITZGERALDASSISTANT TREASURER, ASSISTANT SECRETARY
Trustee or director, Officer
1$0$0$0

Address and contacts

Address (IRS master file)
347 BEACON ST, BOSTON, MA 02116-1102
In care of
% PETER BROWN
Principal officer (990 for 2024)
ANNE STEINER, 347 BEACON STREET, BOSTON, MA 021161102
Signed the 990
PETER BROWN, DIRECTOR OF FINANCE
Phone
(617) 536-1584
Return prepared by
CERINI & ASSOCIATES LLP

Mission

TO FURTHER BY RESEARCH, TESTS, MEASUREMENT, PUBLICATIONS, AND TEACHING, AN UNDERSTANDING OF HUMAN BEINGS AND OF THEIR ACTIONS, BOTH AS INDIVIDUALS AND IN GROUPS, AND TO MAKE THE RESULTS THEREOF AVAILABLE TO THE PUBLIC.

990 for the year ended December 31, 2024

Program accomplishments

  • APTITUDE TESTINGDESIGN, DEVELOPMENT, EXPERIMENTAL AND STANDARD ADMINISTRATION OF APPROXIMATELY 3,970 SERIES OF APTITUDE TESTS. THE ORGANIZATION PROVIDES EXAMINEES WITH A KNOWLEDGE OF THEIR APTITUDE THAT WILL HELP THEM IN MAKING DECISIONS ABOUT SCHOOL AND WORK. STATISTICS DERIVED FROM THE TESTS ARE USED IN THE ORGANIZATION'S RESEARCH IN UNDERSTANDING HUMAN ABILITIES, BOTH AS INDIVIDUALS AND IN GROUPS. THE RESULTS OF RESEARCH STUDIES ARE AVAILABLE TO THE PUBLIC. FREE OR REDUCED PRICE TESTING IS PROVIDED TO CERTAIN INDIVIDUALS REFERRED BY EDUCATIONAL INSTITUTIONS, SOCIAL AGENCIES, OR REPRESENTATIVES OF THE COURT.
    Expenses $4,076,474 · revenue $3,021,710
  • RESEARCHRESEARCH FOCUSES ON UNDERSTANDING HUMAN BEINGS AND HUMAN ABILITIES BOTH AS INDIVIDUALS AND IN GROUPS. DATA COLLECTION AND ANALYSIS LEADING TO PUBLISHED REPORTS MADE AVAILABLE TO THE GENERAL PUBLIC.
    Expenses $448,566

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 December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
95-2149001
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (509(a)(2))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
1939
Accounting year ends
December
Files
Form 990 or 990-EZ
Category (NTEE)
Employment (J210)
Assets (IRS master file)
$5,571,883
Income (IRS master file)
$4,942,635

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$4,762,921$5,235,879$5,571,883XML
990December 2023$5,851,514$5,438,549$5,982,307XML
990December 2022$5,730,938$5,640,831$7,072,602IRS
990December 2021–––IRS
990-TDecember 2021–––IRS
990December 2020–––IRS
990-TDecember 2020–––IRS
990December 2018–––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 95-2149001).

Questions about JOHNSON OCONNOR RESEARCH FOUNDATION INC

What is the EIN of JOHNSON OCONNOR RESEARCH FOUNDATION INC?
The employer identification number (EIN) of JOHNSON OCONNOR RESEARCH FOUNDATION INC is 95-2149001.
Is JOHNSON OCONNOR RESEARCH FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1939.
Are donations to JOHNSON OCONNOR RESEARCH FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does JOHNSON OCONNOR RESEARCH FOUNDATION 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 JOHNSON OCONNOR RESEARCH FOUNDATION INC due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did JOHNSON OCONNOR RESEARCH FOUNDATION INC last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of JOHNSON OCONNOR RESEARCH FOUNDATION INC?
The 990 for the year ended December 31, 2024 names ANNE STEINER.
Who are the officers and directors of JOHNSON OCONNOR RESEARCH FOUNDATION INC?
The 990 for the year ended December 31, 2024 lists 11 people; 5 received compensation from the organization, the highest $149,261 (ANNE STEINER, PRESIDENT AND TREASURER).
How much revenue does JOHNSON OCONNOR RESEARCH FOUNDATION INC have?
On its 990 for the year ended December 31, 2024 it reported revenue of $4,762,921, expenses of $5,235,879 and total assets of $5,571,883 at year end.

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