Form 990 for tax year 2022
Filed by PACIFIC INSTITUTE FOR RESEARCH AND EVALUATION.
Totals
- Total revenue
- $14,254,382
- Total expenses
- $14,712,092
- Contributions and grants received
- $14,126,982
- Grants paid
- $2,266,004
- Program service revenue
- $0
- Investment income
- $107,350
- Other revenue
- $20,050
- Total assets, end of year
- $13,726,169
- Total liabilities, end of year
- $10,417,663
- Net assets or fund balances, end of year
- $3,308,506
- Program services expenses (Part IX)
- $10,034,358
- Management and general expenses
- $4,677,734
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $10,034,358
Program services were 68.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1e · Government grants (contributions)
$12,193,321
-
1f · All other contributions, gifts and grants
$1,933,661
-
3 · Investment income
total $107,350 · excluded $107,350
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6c · Rental income or loss
real property $0 · personal property $0
-
6d · Net rental income or loss
total $0
-
7a · Gross sales of assets other than inventory
securities $3,279,585
-
7b · Less cost or other basis and sales expenses
securities $3,279,585
-
7d · Net gain or loss
total $0 · excluded $0
-
8a · Fundraising events: gross income
$0
-
8b · Fundraising events: direct expenses
$0
-
8c · Net income from fundraising events
total $0
-
9a · Gaming: gross income
$0
-
9b · Gaming: direct expenses
$0
-
9c · Net income from gaming
total $0
-
10a · Gross sales of inventory
$0
-
10b · Cost of goods sold
$0
-
10c · Net income from sales of inventory
total $0
-
11a · Other revenue: MISCELLANEOUS
total $20,050 · related or exempt $0 · unrelated business $0 · excluded $20,050
-
11e · Other revenue, total
$20,050
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $2,266,004 · program services $2,266,004
-
2 · Grants to domestic individuals
total $0
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $1,655,691 · management and general $1,655,691
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $8,331,866 · program services $6,987,248 · management and general $1,344,618
-
8 · Pension plan contributions
total $820,689 · program services $688,244 · management and general $132,445
-
9 · Other employee benefits
total $1,633,879 · program services $1,370,199 · management and general $263,680
-
10 · Payroll taxes
total $619,891 · program services $519,851 · management and general $100,040
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $0
-
11c · Fees: accounting
total $0
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $0
-
11g · Fees: other
total $80,748 · program services $34,207 · management and general $46,541
-
12 · Advertising and promotion
total $0
-
13 · Office expenses
total $659,004 · program services $176,206 · management and general $482,798
-
14 · Information technology
total $0
-
15 · Royalties
total $0
-
16 · Occupancy
total $462,789 · program services $300,001 · management and general $162,788
-
17 · Travel
total $36,525 · program services $33,247 · management and general $3,278
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $98,974 · program services $58,455 · management and general $40,519
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $0
-
23 · Insurance
total $0
-
24a · Other expenses: PROFESSIONAL FEES
total $679,973 · program services $530,015 · management and general $149,958
-
24b · Other expenses: DUES & LICENSES
total $358,580 · program services $63,257 · management and general $295,323
-
24c · Other expenses: LIBRARY
total $37,905 · program services $37,850 · management and general $55
-
24d · Other expenses: REIMBURSED COMP & BENEFITS
total -$3,030,426 · program services -$3,030,426
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $1,890,864 · end of year $928,404
-
2 · Savings and temporary cash investments
beginning of year $1,980,785 · end of year $3,958,024
-
3 · Pledges and grants receivable
beginning of year $2,337,376 · end of year $1,875,875
-
4 · Accounts receivable
beginning of year $28,771 · end of year $55,267
-
5 · Loans and receivables from officers and key people
beginning of year $0 · end of year $0
-
6 · Loans and receivables from disqualified persons
beginning of year $0 · end of year $0
-
7 · Other notes and loans receivable
beginning of year $0 · end of year $0
-
8 · Inventories for sale or use
beginning of year $0 · end of year $0
-
9 · Prepaid expenses and deferred charges
beginning of year $277,060 · end of year $169,072
-
10a · Land, buildings and equipment: cost or other basis
$1,003,222
-
10b · Land, buildings and equipment: accumulated depreciation
$982,257
-
10c · Land, buildings and equipment, net
beginning of year $38,317 · end of year $20,965
-
11 · Investments: publicly traded securities
beginning of year $4,722,580 · end of year $5,343,617
-
12 · Investments: other securities
beginning of year $51,800 · end of year $0
-
13 · Investments: program-related
beginning of year $0 · end of year $0
-
14 · Intangible assets
beginning of year $0 · end of year $0
-
15 · Other assets
beginning of year $50,743 · end of year $1,374,945
-
17 · Accounts payable and accrued expenses
beginning of year $3,399,671 · end of year $3,485,520
-
18 · Grants payable
beginning of year $0 · end of year $0
-
19 · Deferred revenue
beginning of year $658,578 · end of year $1,009,754
-
20 · Tax-exempt bond liabilities
beginning of year $0 · end of year $0
-
21 · Escrow or custodial account liability
beginning of year $0 · end of year $0
-
22 · Loans and payables to officers and key people
beginning of year $0 · end of year $0
-
23 · Secured mortgages and notes payable
beginning of year $0 · end of year $0
-
24 · Unsecured notes and loans payable
beginning of year $0 · end of year $0
-
25 · Other liabilities
beginning of year $3,152,439 · end of year $5,922,389
-
27 · Net assets without donor restrictions
beginning of year $3,712,306 · end of year $2,846,137
-
28 · Net assets with donor restrictions
beginning of year $455,302 · end of year $462,369
Mission and programs · 2022
Mission
SEE SCHEDULE O
-
GRANTS AND CONTRACTS REPRESENT THE COSTS OF CONDUCTING RESEARCH, EVALUATING PROGRAMS, DEVELOPING POLICY, AND DELIVERING TRAINING AND TECHNICAL ASSISTANCE IN THE AREA OF HUMAN SERVICE, INCLUDING SAFETY AND HEALTH, THROUGH FEDERAL GRANTS AND CONTRACTS.
Expenses $10,034,358 · Grants $2,266,004
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Gary KligGARY KLIG
CHIEF FINANCIAL OFFICER
- Total calculated
- $404,491
- From this org
- $340,702
- From related orgs
- $0
- Other
- $63,789
- Hours/week
- 39 + 1 related
Schedule J breakdown matched by us
- Base
- $325,702
- Bonus
- $15,000
- Other
- $0
- Deferred
- $30,500
- Nontaxable benefits
- $33,289
- Filer's total
- $404,491
-
Ted MillerTED MILLER
SENIOR RESEARCH SCIENTIST II
- Total calculated
- $388,876
- From this org
- $334,952
- From related orgs
- $0
- Other
- $53,924
- Hours/week
- 3.3 + 36.7 related
Schedule J breakdown matched by us
- Base
- $231,451
- Bonus
- $103,501
- Other
- $0
- Deferred
- $30,500
- Nontaxable benefits
- $23,424
- Filer's total
- $388,876
-
William WieczorekWILLIAM WIECZOREK
CEO AND PRESIDENT
- Total calculated
- $380,163
- From this org
- $341,417
- From related orgs
- $0
- Other
- $38,746
- Hours/week
- 39 + 1 related
Schedule J breakdown matched by us
- Base
- $321,417
- Bonus
- $20,000
- Other
- $0
- Deferred
- $30,500
- Nontaxable benefits
- $8,246
- Filer's total
- $380,163
-
Alan Stein-SeroussiALAN STEIN-SEROUSSI
BOARD MEMBER
- Total calculated
- $254,858
- From this org
- $201,479
- From related orgs
- $0
- Other
- $53,379
- Hours/week
- 39.9 + 0.1 related
Schedule J breakdown matched by us
- Base
- $200,629
- Bonus
- $850
- Other
- $0
- Deferred
- $20,090
- Nontaxable benefits
- $33,289
- Filer's total
- $254,858
-
Mallie PaschallMALLIE PASCHALL
SENIOR RESEARCH SCIENTIST II
- Total calculated
- $248,312
- From this org
- $196,553
- From related orgs
- $0
- Other
- $51,759
- Hours/week
- 27.1 + 12.9 related
Schedule J breakdown matched by us
- Base
- $194,053
- Bonus
- $2,500
- Other
- $0
- Deferred
- $19,602
- Nontaxable benefits
- $32,157
- Filer's total
- $248,312
-
Cathleen WillgingCATHLEEN WILLGING
CENTER DIRECTOR
- Total calculated
- $246,754
- From this org
- $194,104
- From related orgs
- $0
- Other
- $52,650
- Hours/week
- 39 + 1 related
Schedule J breakdown matched by us
- Base
- $193,604
- Bonus
- $500
- Other
- $0
- Deferred
- $19,366
- Nontaxable benefits
- $33,284
- Filer's total
- $246,754
-
Juliet LeeJULIET LEE
SENIOR RESEARCH SCIENTIST II
- Total calculated
- $222,113
- From this org
- $180,675
- From related orgs
- $0
- Other
- $41,438
- Hours/week
- 21.8 + 18.1 related
Schedule J breakdown matched by us
- Base
- $178,175
- Bonus
- $2,500
- Other
- $0
- Deferred
- $18,037
- Nontaxable benefits
- $23,401
- Filer's total
- $222,113
-
Hanno PetrasHANNO PETRAS
SENIOR RESEARCH SCIENTIST I
- Total calculated
- $213,474
- From this org
- $182,818
- From related orgs
- $0
- Other
- $30,656
- Hours/week
- 36
Schedule J breakdown matched by us
- Base
- $180,318
- Bonus
- $2,500
- Other
- $0
- Deferred
- $18,372
- Nontaxable benefits
- $12,284
- Filer's total
- $213,474
-
Mary GordonMARY GORDON
SECRETARY
- Total calculated
- $199,824
- From this org
- $170,742
- From related orgs
- $0
- Other
- $29,082
- Hours/week
- 24.3 + 14.2 related
Schedule J breakdown matched by us
- Base
- $157,742
- Bonus
- $13,000
- Other
- $0
- Deferred
- $16,909
- Nontaxable benefits
- $12,173
- Filer's total
- $199,824
-
Winnie LusenoWINNIE LUSENO
BOARD MEMBER
- Total calculated
- $144,712
- From this org
- $101,726
- From related orgs
- $0
- Other
- $42,986
- Hours/week
- 31.6 + 0.1 related
-
Patricia HokansonPATRICIA HOKANSON
BOARD MEMBER
- Total calculated
- $143,093
- From this org
- $122,526
- From related orgs
- $0
- Other
- $20,567
- Hours/week
- 37.6 + 2.2 related
-
Robert SaltzROBERT SALTZ
BOARD MEMBER
- Total calculated
- $111,951
- From this org
- $101,491
- From related orgs
- $0
- Other
- $10,460
- Hours/week
- 20.4 + 0.2 related
-
Henrick HarwoodHENRICK HARWOOD
BOARD VICE CHAIR
- Total calculated
- $3,000
- From this org
- $3,000
- From related orgs
- $0
- Other
- $0
- Hours/week
- 0.5 + 0.5 related
-
Pebbles FaganPEBBLES FAGAN
BOARD CHAIR
- Total calculated
- $2,900
- From this org
- $2,900
- From related orgs
- $0
- Other
- $0
- Hours/week
- 0.5 + 0.5 related
-
Barbara CimaglioBARBARA CIMAGLIO
BOARD MEMBER
- Total calculated
- $2,800
- From this org
- $2,800
- From related orgs
- $0
- Other
- $0
- Hours/week
- 0.5 + 0.5 related
-
Howard SpivakHOWARD SPIVAK
BOARD MEMBER
- Total calculated
- $2,100
- From this org
- $2,100
- From related orgs
- $0
- Other
- $0
- Hours/week
- 0.5 + 0.5 related
-
Donna ValloneDONNA VALLONE
BOARD MEMBER
- Total calculated
- $2,100
- From this org
- $2,100
- From related orgs
- $0
- Other
- $0
- Hours/week
- 0.5 + 0.5 related
-
Jody SindelarJODY SINDELAR
BOARD MEMBER
- Total calculated
- $1,900
- From this org
- $1,900
- From related orgs
- $0
- Other
- $0
- Hours/week
- 0.5 + 0.5 related
-
Richard CatalanoRICHARD CATALANO
BOARD MEMBER
- Total calculated
- $1,800
- From this org
- $1,800
- From related orgs
- $0
- Other
- $0
- Hours/week
- 0.5 + 0.5 related
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 3 · Compensation committee
- 3 · Form 990 of other organizations
- 3 · Approval by the board or compensation committee
- 4b · Supplemental nonqualified retirement plan
Answered no
- 4a · Severance or change-of-control payment
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- SCHEDULE J, PART I, LINE 4B:
- ALAN STEIN-SEROUSSI AND TED MILLER PARTICIPATE IN A 457(F) NONQUALIFIED DEFERRED COMPENSATION PLAN. THERE WERE NO CONTRIBUTIONS OR DISBURSEMENTS DURING THE TAX PERIOD.
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
-
THE FLORIDA INTERNATIONAL UNIVERSITY
$325,149
CONS SUBCONT. AGMT
-
$271,544
CONS SUBCONT. AGMT
-
NEVADA DEPARTMENT OF EDUCATION
$265,842
CONS SUBCONT. AGMT
-
EWALD & WASSERMAN RESEARCH CONSULTANTS
$256,409
CONS SUBCONT. AGMT
-
$234,220
CONS SUBCONT. AGMT
-
BERNALILLO COUNTY COMMUNITY HEALTH
$186,384
CONS SUBCONT. AGMT
-
$177,588
CONS SUBCONT. AGMT
-
KLEIN BUENDEL INC
$158,459
CONS SUBCONT. AGMT
-
MENTAL HEALTH & RECOVERY SERVICES BOARD
$108,501
CONS SUBCONT. AGMT
-
SANDUSKY COUNTY HEALTH DEPARTMENT
$87,647
CONS SUBCONT. AGMT
The 10 largest by cash amount. The API serves every itemized grant.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
NATIONAL CENTER FOR - see Part VII
501(c)(3) · See Part VII · MD · controlled entity
Directly controlled by PIRE
-
501(C)(3) · SEE PART VII · CA · controlled entity
Directly controlled by PIRE
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 9 August 2023
- IRS schema version
- 2022v5.0
- Source object
- 202332219349301868
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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