APPLIED SURVEY RESEARCH INC

EIN: 942711764 501(c)(3) Education

WATSONVILLE, CA

Total Revenue
$3,866,844
Total Expenses
$4,060,259
Total Assets
$1,257,758
Net Assets
$1,255,140
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1980
Legal Domicile
CA
Phone
8317281356
Tax Period
2022-07-01 to 2023-06-30

APPLIED SURVEY RESEARCH INC, founded in 1980, is a community nonprofit in the Education sector that reported $3.9M in total revenue in fiscal year 2022. Revenue fell 27% from the prior year — a significant decline worth monitoring.

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 Service Accomplishments

Program 1
Expenses: $3,244,882 Revenue: $3,866,843

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...

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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.

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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%)

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Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $3,866,844
Investment Income $0
Other Revenue $0
TOTAL REVENUE $3,866,844

Expense Breakdown

Grants Paid $0
Salaries & Benefits $3,136,935
Fundraising Expenses $0
Program Expenses $3,244,882
Other Expenses $923,324
TOTAL EXPENSES $4,060,259

Year-over-Year Comparison

2022 2021 Change
Revenue $3,866,844 $5,266,252 -0.3%
Expenses $4,060,259 $4,093,310 0.0%
Net Income $-193,415 $1,172,942 -1.2%
Key Indicators
✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required
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Liquidity & Cash Position

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Governance

Voting Members
5
Independent Members
3
Employees
47
Volunteers
N/A

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
3
$305,914
Total Directors
6
$305,914
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
PETER CONNERY VP/CFO 40.00
Officer Director
$138,686 $14,470 $153,156
SUSAN BRUTSCHY President 40.00
Officer Director
$138,528 $14,230 $152,758
KIMBERLY L CARPENTER Project Manager II 40.00
$125,478 $18,280 $143,758
LISA NICLAI VP OF EVALUATION 40.00
$120,400 $22,960 $143,360
JAMES CONNERY GENERAL MANAGER 40.00
$108,024 $23,774 $131,798
JENNIFER ANDERSON-BAHR PROJECT MANAGER 40.00
$111,040 $17,529 $128,569
KIMBERLY GILLETTE PROJECT MANAGER 40.00
$108,493 $11,100 $119,593
Jill Ducey MEMBER AT LARGE 2.00
Director
$0 $0 $0
Patricia Robinson MEMBER AT LARGE 2.00
Director
$0 $0 $0
Bonnie Gutierrez MEMBER AT LARGE 2.00
Director
$0 $0 $0
LAURA CONNERY Secretary 40.00
Officer Director
$0 $0 $0
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
2025 No data No data No data No data
2024 No data No data No data No data
2023 $3,866,844 $4,060,259 $1,257,758 $-193,415
2022 $5,266,252 $4,093,310 $1,455,216 $1,172,942
2021 $2,751,845 $3,210,694 $754,449 $-458,849
2020 $3,404,248 $3,434,181 $1,211,253 $-29,933
2019 $3,336,839 $3,666,752 $820,942 $-329,913
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