JOHNSON O'CONNOR RESEARCH FOUNDATION INC

EIN: 952149001 501(c)(3) Employment

BOSTON, MA

Total Revenue
$5,851,514
Total Expenses
$5,438,549
Total Assets
$5,982,307
Net Assets
$1,833,468
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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
1939
Legal Domicile
NY
Principal Officer
ANNE STEINER
Phone
6175361584
Tax Period
2023-01-01 to 2023-12-31

JOHNSON O'CONNOR RESEARCH FOUNDATION INC, founded in 1939, is a community nonprofit in the Employment sector that reported $5.9M in total revenue in fiscal year 2023. Expenses of $5.4M left a modest 7% surplus.

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.

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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 (2023)

Revenue Breakdown

Contributions & Grants $2,130,476
Program Service Revenue $3,046,850
Investment Income $537,179
Other Revenue $137,009
TOTAL REVENUE $5,851,514

Expense Breakdown

Grants Paid $0
Salaries & Benefits $3,702,181
Fundraising Expenses $0
Program Expenses $4,751,634
Other Expenses $1,736,368
TOTAL EXPENSES $5,438,549

Year-over-Year Comparison

2023 2022 Change
Revenue $5,851,514 $5,730,938 +0.0%
Expenses $5,438,549 $5,640,831 0.0%
Net Income $412,965 $90,107 +3.6%
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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Governance

Voting Members
10
Independent Members
6
Employees
51
Volunteers
10

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
7
$598,893
Total Directors
10
$539,975
Key Employees
0
$0
Highest Compensated
2
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
THOMAS JENSEN TRUSTEE/VP OF OPERATIONS 34.25
Officer Director
$122,951 $31,119 $154,070
HOLLY WILHELM SECRETARY/RESEARCH COORDINATOR 34.25
Officer Director
$75,320 $43,378 $118,698
ANNE STEINER PRESIDENT AND TREASURER 32.25
Officer Director
$144,300 $52,312 $196,612
ALICE CAMPBELL TRUSTEE/BOARD CHAIR 1.00
Officer Director
$0 $0 $0
RICHARD BOWKER TRUSTEE 1.00
Director
$0 $0 $0
CHRIS CONDON TRUSTEE 1.00
Director
$0 $0 $0
DAVID RANSOM TRUSTEE 1.00
Director
$0 $0 $0
ELLEN LEIFER TRUSTEE 1.00
Director
$70,595 $0 $70,595
ROB TOWNES TRUSTEE 1.00
Director
$0 $0 $0
TIMOTHY FITZGERALD ASSISTANT TREASURER, ASSISTANT SECRETARY 1.00
Officer Director
$0 $0 $0
DEREK C JOHNSON DIRECTOR OF FINANCE (THROUGH 4/14/23) 1.00
Officer
$0 $4,845 $45,974
PETER BROWN DIRECTOR OF FINANCE (AS OF 4/24/23) 1.00
Officer
$0 $462 $83,539
CASA A WILSON DIRECTOR OF SPECIAL PROJECTS AND MARKETING 34.25
Highest
$115,620 $28,069 $143,689
STEPHEN A GREENE LAB DIRECTOR AND DIRECTOR OF PUBLIC RELATIONS 34.25
Highest
$109,394 $45,446 $154,840
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 No data No data No data No data
2023 $5,851,514 $5,438,549 $5,982,307 $412,965
2022 $5,730,938 $5,640,831 $7,072,602 $90,107
2021 $5,445,179 $5,157,050 $5,410,045 $288,129
2020 $3,678,629 $4,809,477 $4,164,459 $-1,130,848
2019 $5,494,045 $5,014,410 $4,081,977 $479,635
2018 $5,264,342 $5,095,847 $3,440,548 $168,495
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