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Pioneer Institute Inc

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Educational Institutions and Related Activities / Alliance/Advocacy Organizations (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$4.55M (2023)

Expenses
$4.06M (2023)

Total Assets
$7.48M (2023)

Total Liabilities
$208k (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Sept.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,549,833
Expenses
$4,064,353
Net Income
$485,480
Net Assets
$7,270,775
Notable Sources of Revenue Percent of Total Revenue
Contributions $2,885,768
63.4%
Program Services $1,549,362
34.1%
Investment Income $114,703
2.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $1,143,241
28.1%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $7,478,638
Total Liabilities $207,863
Net Assets $7,270,775
Compensation
Key Employees and Officers Compensation Related Other
James Stergios (Executive Director) $376,998 $0 $0
Mary Z Conaughton (Chief Operating Officer) $229,994 $0 $0
William Smith (Director Life Sciences) $209,983 $0 $0
Jamie Gass (Director Of Pioneer Education) $168,012 $0 $0
Frank Bailey (President Of Pioneer Legal) $150,000 $0 $0
Charles Hewitt Iii (Director) $0 $0 $0
Chris Di Bonaventura (Director) $0 $0 $0
Ed Glaeser (Director) $0 $0 $0
Sara Johnson (Director) $0 $0 $0
Brian Shortsleeve (Director) $0 $0 $0
Drew Davis (Director) $0 $0 $0
Michael Brown (Director) $0 $0 $0
Michael Kennealy (Director) $0 $0 $0
Jim Joslin (Treasurer) $0 $0 $0
Brackett Denniston (Director) $0 $0 $0
Brian Broderick (Director) $0 $0 $0
Andrew Davis (Director) $0 $0 $0
Gary Campbell (Director) $0 $0 $0
C Bruce Johnstone (Director) $0 $0 $0
Mark Rickabaugh (Director) $0 $0 $0
Frederick Clifford (Director) $0 $0 $0
Adam Portnoy (Director Chairperson) $0 $0 $0
Mary Myers Kauppila (Director) $0 $0 $0
M Holt Massey (Director) $0 $0 $0
Pamela Layton (Director Clerk) $0 $0 $0

Document Links

Fiscal Year Ending Sept.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,174,169
Expenses
$3,227,857
Net Income
$946,312
Net Assets
$6,376,979
Notable Sources of Revenue Percent of Total Revenue
Contributions $2,670,321
64.0%
Program Services $1,509,145
36.2%
Investment Income -$12,182
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $6,885
0.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $1,074,003
33.3%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $6,530,222
Total Liabilities $153,243
Net Assets $6,376,979
Compensation
Key Employees and Officers Compensation Related Other
James Stergios (Executive Director) $356,207 $0 $0
Mary Connaughton (Chief Operating Officer) $203,410 $0 $0
Matthew Toyer (Chief Development Officer) $200,178 $0 $0
Jamie Gass (Director Of Pioneer Education) $151,214 $0 $0
Micaela Dawson (Director Of Communications) $112,802 $0 $0
Frank Bailey (President Of Pioneer Legal) $50,192 $0 $0
Brackett Denniston (Director) $0 $0 $0
Brian Broderick (Director) $0 $0 $0
Andrew Davis (Director) $0 $0 $0
Gary Campbell (Director) $0 $0 $0
C Bruce Johnstone (Director) $0 $0 $0
Mark R Ickabaugh (Director) $0 $0 $0
Drew Davis (Director) $0 $0 $0
Frederick Clifford (Director) $0 $0 $0
James Joslin (Treasurer) $0 $0 $0
Mary Myers Kauppila (Director) $0 $0 $0
M Holt Massey (Director) $0 $0 $0
Pamela Layton (Director Clerk) $0 $0 $0
Roger Servison (Director) $0 $0 $0
Peter Wilde (Director) $0 $0 $0
Ellen Roy Herzfelder (Director) $0 $0 $0
Charles Hewitt Iii (Director) $0 $0 $0
Chris Di Bonaventura (Director) $0 $0 $0
Ed Glaeser (Director) $0 $0 $0
Sara Johnson (Director) $0 $0 $0

Document Links

Fiscal Year Ending Sept.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,775,332
Expenses
$2,675,335
Net Income
$1,099,997
Net Assets
$5,862,550
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,775,042
47.0%
Program Services $1,562,039
41.4%
Investment Income $404,610
10.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $33,641
0.9%
Notable Expenses Percent of Total Expenses
Executive Compensation $852,222
31.9%
Professional Fundraising Fees $0
Other Salaries and Wages $348,543
13.0%
Assets/Debt
Total Assets $5,985,831
Total Liabilities $123,281
Net Assets $5,862,550
Compensation
Key Employees and Officers Compensation Related Other
James Stergios (Executive Director) $309,719 $0 $0
Mary Connaughton (Chief Operating Officer) $192,200 $0 $0
Jamie Gass (Director Of Pioneereducation) $153,809 $0 $0
Greg Sullivan (Director Or Research) $99,816 $0 $0
Micaela Dawson (Director Of Communications) $96,678 $0 $0
Brackett Denniston (Director) $0 $0 $0
Nancy Anthony (Director) $0 $0 $0
Brian Broderick (Director) $0 $0 $0
Andrew Davis (Director) $0 $0 $0
Gary Campbell (Director) $0 $0 $0
Lucille Hicks (Director Vice Chairperson) $0 $0 $0
C Bruce Johnstone (Director) $0 $0 $0
Mark Rickabaugh (Director) $0 $0 $0
Frederick Clifford (Director) $0 $0 $0
James Joslin (Treasurer) $0 $0 $0
Adam Portnoy (Director Chairperson) $0 $0 $0
Mary Myers Kauppila (Director) $0 $0 $0
M Holt Massey (Director) $0 $0 $0
Pamela Layton (Director Clerk) $0 $0 $0
Roger Servison (Director) $0 $0 $0
Peter Smyth (Director) $0 $0 $0
Peter Wilde (Director) $0 $0 $0
Ellen Roy Herzfelder (Director) $0 $0 $0
Charles Hewitt (Director) $0 $0 $0

Document Links

Fiscal Year Ending Sept.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,377,287
Expenses
$2,384,435
Net Income
$992,852
Net Assets
$4,567,312
Notable Sources of Revenue Percent of Total Revenue
Contributions $2,346,043
69.5%
Program Services $921,013
27.3%
Investment Income $103,556
3.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $6,675
0.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $823,479
34.5%
Professional Fundraising Fees $0
Other Salaries and Wages $329,065
13.8%
Assets/Debt
Total Assets $4,714,535
Total Liabilities $147,223
Net Assets $4,567,312
Compensation
Key Employees and Officers Compensation Related Other
James Stergios (Executive Director) $313,590 $0 $0
Mary Connaughton (Director Of Admin & Finance) $179,905 $0 $0
Jamie Gass (Director Of Pioneer Education) $138,273 $0 $0
Greg Sullivan (Director Of Research) $102,364 $0 $0
Micaela Dawson (Director Of Communications) $89,346 $0 $0
Brackett Dennison (Director) $0 $0 $0
Nancy Anthony (Director) $0 $0 $0
Brian Broderick (Director) $0 $0 $0
Andrew Davis (Director) $0 $0 $0
Stephen Fantone (Director Chairperson) $0 $0 $0
Gary Campbell (Director) $0 $0 $0
Lucile Hicks (Director) $0 $0 $0
C Bruce Johnstone (Director) $0 $0 $0
Mark Richabaugh (Director) $0 $0 $0
Frederick Clifford (Director) $0 $0 $0
James Joslin (Director) $0 $0 $0
Adam Portnoy (Director) $0 $0 $0
Mary Myers Kauppila (Director) $0 $0 $0
M Holt Massey (Director) $0 $0 $0
Pamela Layton (Director) $0 $0 $0
Roger Servison (Director) $0 $0 $0
Peter Smyth (Director) $0 $0 $0
Peter Wilde (Director) $0 $0 $0
David Boit (Director) $0 $0 $0
Ellen Roy Herzfelder (Director) $0 $0 $0

Document Links

Fiscal Year Ending Sept.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,481,351
Expenses
$2,548,891
Net Income
-$67,540
Net Assets
$3,574,461
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,495,223
60.3%
Program Services $898,250
36.2%
Investment Income $68,682
2.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $19,196
0.8%
Notable Expenses Percent of Total Expenses
Executive Compensation $781,493
30.7%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $3,652,398
Total Liabilities $77,937
Net Assets $3,574,461

Document Links

Fiscal Year Ending Sept.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,482,678
Expenses
$2,346,161
Net Income
$136,517
Net Assets
$3,641,999
Notable Sources of Revenue Percent of Total Revenue
Contributions $2,286,411
92.1%
Program Services $82,000
3.3%
Investment Income $98,640
4.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $15,627
0.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $418,973
17.9%
Professional Fundraising Fees $0
Other Salaries and Wages $668,683
28.5%
Assets/Debt
Total Assets $3,684,151
Total Liabilities $42,152
Net Assets $3,641,999

Document Links

Fiscal Year Ending Sept.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,028,523
Expenses
$2,124,432
Net Income
-$95,909
Net Assets
$3,505,483
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,859,749
91.7%
Program Services $108,850
5.4%
Investment Income $39,594
2.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $20,330
1.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $376,950
17.7%
Professional Fundraising Fees $0
Other Salaries and Wages $665,377
31.3%
Assets/Debt
Total Assets $3,611,892
Total Liabilities $106,409
Net Assets $3,505,483

Document Links

Fiscal Year Ending Sept.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,533,931
Expenses
$2,030,653
Net Income
$503,278
Net Assets
$3,589,105
Notable Sources of Revenue Percent of Total Revenue
Contributions $2,333,932
92.1%
Program Services $120,250
4.7%
Investment Income $48,489
1.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $31,260
1.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $679,881
33.5%
Professional Fundraising Fees $0
Other Salaries and Wages $289,080
14.2%
Assets/Debt
Total Assets $3,640,635
Total Liabilities $51,530
Net Assets $3,589,105

Document Links

Fiscal Year Ending Sept.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,178,130
Expenses
$1,822,097
Net Income
$356,033
Net Assets
$3,002,082
Notable Sources of Revenue Percent of Total Revenue
Contributions $2,023,469
92.9%
Program Services $115,300
5.3%
Investment Income $35,450
1.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $3,911
0.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $603,714
33.1%
Professional Fundraising Fees $0
Other Salaries and Wages $285,755
15.7%
Assets/Debt
Total Assets $3,069,949
Total Liabilities $67,867
Net Assets $3,002,082

Document Links

Fiscal Year Ending Sept.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,588,496
Expenses
$1,655,532
Net Income
-$67,036
Net Assets
$2,646,048
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,545,531
97.3%
Program Services $0
Investment Income $34,984
2.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $7,981
0.5%
Notable Expenses Percent of Total Expenses
Executive Compensation $531,854
32.1%
Professional Fundraising Fees $0
Other Salaries and Wages $191,047
11.5%
Assets/Debt
Total Assets $2,719,769
Total Liabilities $73,721
Net Assets $2,646,048

Document Links

Fiscal Year Ending Sept.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,672,604
Expenses
$1,622,706
Net Income
$49,898
Net Assets
$2,678,229
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,670,981
99.9%
Program Services $0
Investment Income -$22,523
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $24,146
1.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $493,341
30.4%
Professional Fundraising Fees $0
Other Salaries and Wages $209,006
12.9%
Assets/Debt
Total Assets $2,742,194
Total Liabilities $63,965
Net Assets $2,678,229

Document Links

Fiscal Year Ending Sept.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,204,323
Expenses
$1,616,241
Net Income
$588,082
Net Assets
$2,628,329
Notable Sources of Revenue Percent of Total Revenue
Contributions $2,086,860
94.7%
Program Services $0
Investment Income $88,861
4.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $28,602
1.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $493,879
30.6%
Professional Fundraising Fees $0
Other Salaries and Wages $198,676
12.3%
Assets/Debt
Total Assets $2,682,768
Total Liabilities $54,439
Net Assets $2,628,329

Document Links

Fiscal Year Ending Sept.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,255,039
Expenses
$1,475,754
Net Income
-$220,715
Net Assets
$2,040,246
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,216,730
96.9%
Program Services $0
Investment Income $16,234
1.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $22,075
1.8%
Notable Expenses Percent of Total Expenses
Executive Compensation $479,713
32.5%
Professional Fundraising Fees $0
Other Salaries and Wages $174,829
11.8%
Assets/Debt
Total Assets $2,096,394
Total Liabilities $56,148
Net Assets $2,040,246

Document Links

Fiscal Year Ending Sept.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Oct.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Sept.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Sept.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Sept.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Sept.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Sept.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Sept.
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2001

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

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Types of Nonprofits

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