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Research and Public Policy : Social and Public Policy Research

Pioneer Institute

30 years of common sense . . .and uncommon results

four stars

91.51

185 Devonshire Street Suite 1101
Boston, MA 02110
tel: (617) 723-2277   Web Site
EIN: 22-2632081

Board Leadership
Stephen Fantone
Chairman

CEO
Jim Stergios
Executive Director

  Score
(out of 100)
Rating
Overall Score & Rating 91.51 four stars
  Financial 88.00 three stars
  Accountability & Transparency 100.00 four stars
This rating was published 11/01/2018 and includes data from FY2017, the most recent 990 received at that time.

Founded in 1988, Pioneer Institute is a non-partisan public policy think tank committed to keeping Massachusetts economically competitive and to strengthening the core values of an open society. The Institute commissions timely and rigorous academic studies from leading scholars through its four practice areas: PioneerEducation seeks to increase the number and quality of educational options available to parents, drive system-wide reform, and ensure accountability in public education; PioneerHealth advances high-quality and cost-effective care through price transparency, reforms to public programs, and innovation in healthcare delivery and treatments; PioneerPublic promotes high-quality government services focused on core functions and greater transparency; PioneerOpportunity advocates policies to expand opportunity across the Commonwealth, and reforms to transportation, housing, taxation, and regulation that will increase Greater Boston's competitiveness.

Founded in 1988, Pioneer Institute is a non-partisan public policy think tank committed to keeping Massachusetts economically competitive and to strengthening the core values of an open society. The Institute commissions timely and rigorous academic studies from leading scholars through its four practice areas: PioneerEducation seeks to increase the number and quality of educational options available to parents, drive system-wide reform, and ensure accountability in public education; PioneerHealth advances high-quality and cost-effective care through price transparency, reforms to public programs, and innovation in healthcare delivery and treatments; PioneerPublic promotes high-quality government services focused on core functions and greater transparency; PioneerOpportunity advocates policies to expand opportunity across the Commonwealth, and reforms to transportation, housing, taxation, and regulation that will increase Greater Boston's competitiveness.

Financial

three stars

88.00

Accountability & Transparency

four stars

100.00

This rating was published 11/01/2018 and includes data from FY2017, the most recent 990 received at that time.
Overall Rating Chart
  Program Expenses
(Percent of the charity's total expenses spent on the programs
and services it delivers)
75.1%
  Administrative Expenses 8.1%
  Fundraising Expenses 16.6%
  Fundraising Efficiency $0.16
  Working Capital Ratio (years) 1.61
  Program Expenses Growth 7.3%
  Liabilities to Assets 2.9%
All data for Financial Performance Metrics calculations was provided by Pioneer Institute on recent 990s filed with the IRS.
All data for Financial Performance Metrics calculations was provided by Pioneer Institute on recent 990s filed with the IRS.

Highly Rated

Charity Name & State Overall Score Overall Rating
Pioneer Institute (MA) 91.51 four stars
American Council on Science and Health (NY) 86.87 three stars
Middle East Forum (PA) 88.61 three stars
North Carolina Justice Center (NC) 90.60 four stars
Organic Farming Research Foundation (CA) 87.24 three stars

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REVENUE  
Contributions  
   Contributions, Gifts & Grants $1,859,749
   Federated Campaigns $0
   Membership Dues $0
   Fundraising Events $0
   Related Organizations $0
   Government Grants $0
Total Contributions $1,859,749
   Program Service Revenue $108,850
Total Primary Revenue $1,968,599
   Other Revenue $59,924
TOTAL REVENUE $2,028,523
   
EXPENSES  
   Program Expenses $1,616,269
   Administrative Expenses $156,743
   Fundraising Expenses $351,419
TOTAL FUNCTIONAL EXPENSES $2,124,432
   
Payments to Affiliates $0
Excess (or Deficit) for the year $-95,909
   
Net Assets $3,505,483

Program names and associated costs are listed for the top programs as reported on the charity's most recently filed Form 990. The top programs displayed will include the largest three programs, or those programs covering at least 60% of the charity's total expenses, whichever comes first.

Program Name Amount Spent % of Program Expenses
Education $701,026 43.4%
Public $464,211 28.7%
Health $181,925 11.3%

Ratings History
Pioneer Institute has received 2 consecutive 4-star ratings from Charity Navigator.

Form 990 FYE Date Published Overall Score Overall Rating
CN 2.1
2017-09 11/01/2018 91.51 four stars
2016-09 09/01/2017 92.18 four stars
2016-09 08/01/2017 91.90 four stars
2015-09 08/01/2016 89.22 three stars
2014-09 06/01/2016 90.87 four stars
 
CN 2.0
2014-09 11/01/2015 92.43 four stars
2013-09 08/01/2014 92.31 four stars
2012-09 09/01/2013 92.33 four stars
2010-09 11/06/2012 82.22 three stars
2010-09 11/06/2012 82.22 three stars
2009-09 09/20/2011 82.35 three stars
 
CN 1.0
2009-09 09/01/2010 74.10 two stars
2008-09 10/01/2009 77.23 two stars
2007-09 11/01/2008 70.42 two stars
2006-09 10/01/2007 71.93 two stars
2005-09 12/01/2006 68.01 one star
2003-12 01/05/2005 69.22 one star
2002-12 02/01/2004 84.69 three stars

The data displayed on this tab is provided by the IRS in the form of Publication 78 and the Business Master File (BMF).

EIN 22-2632081
Name in IRS Master File PIONEER INSTITUTE INC
NTEE Code B01
NTEE Classification Alliance/Advocacy Organizations
NTEE Type Educational Institutions and Related Activities
Classification Charitable Organization
Subsection 501(c)(3)  (View the list of codes)
Activities (123) Discussion groups, forums, panels lectures, etc.
Foundation Status Organization which receives a substantial part of its support from a governmental unit or the general public   170(b)(1)(A)(vi)
Deductibility Contributions are deductible
Affiliation Independent - the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Group Name [Not Applicable]
Ruling Date December, 1993
Filing Requirement 990 (all other) or 990EZ return
Fiscal Year End September
IRS Forms 990
(provided courtesy of Foundation Center)
(Log In or Register Now to View Forms 990!)
  • September, 2016
  • September, 2015
  • September, 2014
  • September, 2013
  • September, 2012

The data displayed in this profile is provided by the IRS for free in the form of Publication 78 and the Business Master File (BMF).

Compensation % of Expenses Paid to Title
$242,437 11.41% James Stergios Executive Director

Highly Rated

Charity Name & State Overall Score Overall Rating
Pioneer Institute (MA) 91.51 four stars
Reason Foundation (CA) 94.64 four stars
Center for Immigration Studies (DC) 88.40 three stars
Business Executives for National Security (DC) 90.12 four stars
Oldways Preservation Trust (MA) 85.00 three stars

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This charity has an official representative registered with Charity Navigator.

Charity Contact Info

Pioneer Institute
185 Devonshire Street
Suite 1101
Boston, MA 02110
tel: (617) 723-2277
EIN: 22-2632081

Visit Web Site

Board Leadership

Stephen Fantone
Chairman

CEO

Jim Stergios
Executive Director

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