PIONEER INSTITUTE INC (EIN 222632081) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1988

Legal Domicile

Phone

6177232277

Tax Period

2024-01-01 to 2024-09-30

PIONEER INSTITUTE INC, founded in 1988, is a community nonprofit in the Education sector that reported $5.9M in total revenue in fiscal year 2024. Revenue surged 31% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.3M, a strong 21% operating margin.

Mission

PIONEER INSTITUTE DEVELOPS AND COMMUNCATES 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

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $3,343,070

Program Service Revenue $2,100,903

Investment Income $229,205

Other Revenue $273,256

TOTAL REVENUE $5,946,434

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,818,658

Fundraising Expenses $1,044,806

Program Expenses $3,290,098

Other Expenses $1,875,722

TOTAL EXPENSES $4,694,380

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,946,434	$4,549,833	+0.3%
Expenses	$4,694,380	$4,064,353	+0.2%
Net Income	$1,252,054	$485,480	+1.6%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✓ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✓ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$708,798

Total Directors

Key Employees

$1,673,417

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SARA JOHNSON	Director	1.00	Director	$0	$0	$0
BRIAN SHORTSLEEVE	Director	1.00	Director	$0	$0	$0
DREW DAVIS	Director	1.00	Director	$0	$0	$0
MICHAEL BROWN	Director	1.00	Director	$0	$0	$0
MICHAEL KENNEALY	Director	1.00	Director	$0	$0	$0
JIM JOSLIN	Treasurer	1.00	Officer	$0	$0	$0
JAMES STERGIOS	Executive Director	40.00	Officer Key Emp Highest	$386,366	$34,418	$420,784
MARY Z CONAUGHTON	Chief Operating Officer	40.00	Officer Key Emp Highest	$247,358	$40,656	$288,014
WILLIAM SMITH	Director Life Sciences	40.00	Key Emp Highest	$202,003	$44,435	$246,438
JAMIE GASS	Director of PioneerEducation	40.00	Key Emp Highest	$177,798	$37,816	$215,614
FRANK BAILEY	President of PioneerLegal	40.00	Key Emp Highest	$0	$6,000	$156,000
BRACKETT DENNISTON	Director	1.00	Director	$0	$0	$0
BRIAN BRODERICK	Director	1.00	Director	$0	$0	$0
ANDREW DAVIS	Director	1.00	Director	$0	$0	$0
GARY CAMPBELL	Director	1.00	Director	$0	$0	$0
C BRUCE JOHNSTONE	Director - Vice Chairperson	1.00	Officer Director	$0	$0	$0
MARK RICKABAUGH	Director	1.00	Director	$0	$0	$0
FREDERICK CLIFFORD	Director	1.00	Director	$0	$0	$0
ADAM PORTNOY	Director - Chairperson	1.00	Officer Director	$0	$0	$0
MARY MYERS KAUPPILA	Director	1.00	Director	$0	$0	$0
M HOLT MASSEY	Director	1.00	Director	$0	$0	$0
ROGER SERVISON	Director	1.00	Director	$0	$0	$0
PETER WILDE	Director	1.00	Director	$0	$0	$0
ELLEN ROY HERZFELDER	Director	1.00	Director	$0	$0	$0
CHARLES HEWITT III	Director	1.00	Director	$0	$0	$0
CHRIS diBONAVENTURA	Director	1.00	Director	$0	$0	$0
ED GLAESER	Director	1.00	Director	$0	$0	$0
MARK COHEN	Director	1.00	Director	$0	$0	$0
KYLA de ASLA	Director	1.00	Director	$0	$0	$0
ANDREW HORGAN	Chief Development Officer	40.00	Key Emp Highest	$301,154	$45,413	$346,567

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$5,946,434	$4,694,380	$9,427,349	$1,252,054
2024	$5,946,434	$4,694,380	$9,427,349	$1,252,054
2023	$4,549,833	$4,064,353	$7,478,638	$485,480
2023	$4,549,833	$4,064,353	$7,478,638	$485,480
2023	$4,549,833	$4,064,353	$7,478,638	$485,480
2022	$4,174,169	$3,227,857	$6,530,222	$946,312
2021	$3,775,332	$2,675,335	$5,985,831	$1,099,997
2020	$3,377,287	$2,384,435	$4,714,535	$992,852

PIONEER INSTITUTE INC