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Nonprofiteer
← THE INSTITUTE

Form 990 for tax year 2024

Filed by THE INSTITUTE.

Totals

Total revenue
$1,477,187
Total expenses
$959,199
Contributions and grants received
$241,375
Grants paid
$0
Program service revenue
$1,196,671
Investment income
$39,141
Other revenue
$0
Total assets, end of year
$1,527,651
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$1,527,651
Program services expenses (Part IX)
$718,796
Management and general expenses
$201,823
Fundraising expenses
$38,580
Program service expenses (Part III)
$718,796

Program services were 74.9% 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)

    $63,375

  • 1f · All other contributions, gifts and grants

    $178,000

  • 2a · Program service revenue: COMMUNITY BASED RESEARCH

    total $1,196,671 · related or exempt $1,196,671

  • 3 · Investment income

    total $39,141 · excluded $39,141

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $0

  • 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 $310,153 · program services $149,698 · management and general $129,361 · fundraising $31,094

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $391,877 · program services $391,877

  • 8 · Pension plan contributions

    total $34,728 · program services $26,791 · management and general $6,399 · fundraising $1,538

  • 9 · Other employee benefits

    total $76,906 · program services $59,329 · management and general $14,171 · fundraising $3,406

  • 10 · Payroll taxes

    total $57,401 · program services $44,282 · management and general $10,577 · fundraising $2,542

  • 11a · Fees: management

    total $0

  • 11b · Fees: legal

    total $0

  • 11c · Fees: accounting

    total $0

  • 11d · Fees: lobbying

    total $0

  • 11f · Fees: investment management

    total $0

  • 11g · Fees: other

    total $18,268 · management and general $18,268

  • 12 · Advertising and promotion

    total $11,883 · management and general $11,883

  • 13 · Office expenses

    total $8,363 · program services $4,182 · management and general $4,181

  • 14 · Information technology

    total $0

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $0

  • 17 · Travel

    total $0

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $0

  • 20 · Interest

    total $0

  • 21 · Payments to affiliates

    total $0

  • 22 · Depreciation, depletion and amortization

    total $0

  • 23 · Insurance

    total $5,826 · management and general $5,826

  • 24a · Other expenses: UTILITIES

    total $1,208 · program services $604 · management and general $604

  • 24b · Other expenses: PRINTING

    total $13,589 · program services $13,589

  • 24c · Other expenses: PAYROLL PROCESSING

    total $553 · management and general $553

  • 24d · Other expenses: DATA AND RESEARCH COSTS

    total $18,705 · program services $18,705

  • 24e · All other expenses

    total $9,739 · program services $9,739

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $158,743 · end of year $81,151

  • 2 · Savings and temporary cash investments

    beginning of year $784,230 · end of year $1,298,371

  • 4 · Accounts receivable

    beginning of year $66,690 · end of year $148,129

  • 27 · Net assets without donor restrictions

    beginning of year $1,009,663 · end of year $1,527,651

Mission and programs · 2024

Mission

COMMUNITY BASED RESEARCH MADE AVAILABLE TO COMMUNITIES AND ORGANIZATIONS NEEDING RELIABLE, OBJECTIVE DATA, RESEARCH AND BEST PRACTICES TO MAKE INFORMED DECISIONS.

  • COMMUNITY BASED RESEARCH MADE AVAILABLE TO COMMUNITIES AND ORGANIZATIONS NEEDING RELIABLE, OBJECTIVE DATA, RESEARCH AND BEST PRACTICES TO MAKE INFORMED DECISIONS. THESE INCLUDE THE ANNUAL INDICATORS PROJECT, QUARTERLY ECONOMIC TRACKER, COLLEGE STUDENT POLLING, POLICY TRACKER, AND SUBJECT MATTER RESEARCH IN HOUSING, JOBS AND ECONOMY, EDUCATION AND WORKFORCE, HEALTH AND HEALTHCARE, ENERGY, PUBLIC SAFETY AND PLANNING, LAND USE, TRANSPORTATION AND INFRASTRUCTURE.

    Expenses $718,796

As filed on the 2024 return.

Listed in Part VII

  • Teresa Ooms

    PRESIDENT

    Total calculated
    $207,292
    From this org
    $207,292
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $176,286
    Bonus
    $31,006
    Other
    not reported
    Deferred
    $14,103
    Nontaxable benefits
    $30,856
    Filer's total
    $252,251
  • Jill Avery Stoss

    CHIEF OPERATING OFFICER

    Total calculated
    $102,861
    From this org
    $102,861
    From related orgs
    $0
    Other
    $0
    Hours/week
    40
  • Charles Kasko

    CHAIR

    Total calculated
    $0
    Hours/week
    6
  • Alana Roberts

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    2
  • William Sordoni

    SECRETARY TREASURER

    Total calculated
    $0
    Hours/week
    2
  • Rob Luciani

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Robert Korjeski

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Katie Pittelli Ed

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Don Brominski

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Paul Rushton

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

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

None.

Answered no

  • 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

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

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2024
Filed
30 October 2025
IRS schema version
2024v5.2
Source object
202523039349301522

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