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← PACIFIC INSTITUTE FOR RESEARCH AND EVALUATION

Form 990 for tax year 2024

Filed by PACIFIC INSTITUTE FOR RESEARCH AND EVALUATION.

Totals

Total revenue
$18,106,201
Total expenses
$17,762,888
Contributions and grants received
$17,663,772
Grants paid
$559,372
Program service revenue
$0
Investment income
$426,515
Other revenue
$15,914
Total assets, end of year
$13,595,502
Total liabilities, end of year
$9,047,324
Net assets or fund balances, end of year
$4,548,178
Program services expenses (Part IX)
$12,327,316
Management and general expenses
$5,435,572
Fundraising expenses
$0
Program service expenses (Part III)
$12,327,316

Program services were 69.4% 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)

    $11,857,633

  • 1f · All other contributions, gifts and grants

    $5,806,139

  • 3 · Investment income

    total $335,057 · excluded $335,057

  • 7a · Gross sales of assets other than inventory

    securities $5,147,283

  • 7b · Less cost or other basis and sales expenses

    securities $5,055,825

  • 7c · Gain or loss

    securities $91,458

  • 7d · Net gain or loss

    total $91,458 · excluded $91,458

  • 11a · Other revenue: OTHER REVENUE

    total $15,914 · excluded $15,914

  • 11e · Other revenue, total

    $15,914

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $506,318 · program services $506,318

  • 3 · Grants to foreign organizations and individuals

    total $53,054 · program services $53,054

  • 5 · Compensation of officers, directors and key employees

    total $1,344,425 · program services $319,199 · management and general $1,025,226

  • 7 · Other salaries and wages

    total $7,928,806 · program services $5,939,014 · management and general $1,989,792

  • 8 · Pension plan contributions

    total $1,012,748 · program services $746,897 · management and general $265,851

  • 9 · Other employee benefits

    total $1,761,010 · program services $1,229,827 · management and general $531,183

  • 10 · Payroll taxes

    total $859,929 · program services $588,665 · management and general $271,264

  • 11b · Fees: legal

    total $3,006 · program services $2,252 · management and general $754

  • 11c · Fees: accounting

    total $76,674 · program services $57,449 · management and general $19,225

  • 11f · Fees: investment management

    total $43,195 · management and general $43,195

  • 11g · Fees: other

    total $1,792,979 · program services $1,718,949 · management and general $74,030

  • 13 · Office expenses

    total $279,221 · program services $85,619 · management and general $193,602

  • 14 · Information technology

    total $660,343 · program services $261,691 · management and general $398,652

  • 16 · Occupancy

    total $434,210 · program services $297,239 · management and general $136,971

  • 17 · Travel

    total $137,210 · program services $130,059 · management and general $7,151

  • 19 · Conferences, conventions and meetings

    total $230,076 · program services $107,744 · management and general $122,332

  • 22 · Depreciation, depletion and amortization

    total $3,973 · program services $2,720 · management and general $1,253

  • 23 · Insurance

    total $119,550 · management and general $119,550

  • 24a · Other expenses: RECRUITING

    total $208,917 · program services $205,500 · management and general $3,417

  • 24b · Other expenses: LIBRARY

    total $186,717 · program services $35,927 · management and general $150,790

  • 24c · Other expenses: MISCELLANEOUS

    total $71,771 · program services $22,118 · management and general $49,653

  • 24d · Other expenses: DUES & LICENSES

    total $26,391 · program services $4,477 · management and general $21,914

  • 24e · All other expenses

    total $22,365 · program services $12,598 · management and general $9,767

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $231,113 · end of year $215,565

  • 2 · Savings and temporary cash investments

    beginning of year $3,056,313 · end of year $3,056,836

  • 3 · Pledges and grants receivable

    beginning of year $1,739,988 · end of year $1,736,592

  • 4 · Accounts receivable

    beginning of year $62,545 · end of year $66,841

  • 9 · Prepaid expenses and deferred charges

    beginning of year $184,110 · end of year $354,134

  • 10a · Land, buildings and equipment: cost or other basis

    $1,030,438

  • 10b · Land, buildings and equipment: accumulated depreciation

    $994,361

  • 10c · Land, buildings and equipment, net

    beginning of year $15,568 · end of year $36,077

  • 11 · Investments: publicly traded securities

    beginning of year $6,042,198 · end of year $6,257,244

  • 15 · Other assets

    beginning of year $2,151,294 · end of year $1,872,213

  • 17 · Accounts payable and accrued expenses

    beginning of year $2,883,561 · end of year $3,206,206

  • 19 · Deferred revenue

    beginning of year $676,940 · end of year $963,802

  • 25 · Other liabilities

    beginning of year $6,133,698 · end of year $4,877,316

  • 27 · Net assets without donor restrictions

    beginning of year $3,303,024 · end of year $4,036,855

  • 28 · Net assets with donor restrictions

    beginning of year $485,906 · end of year $511,323

Mission and programs · 2024

Mission

THE MISSION OF THE PACIFIC INSTITUTE FOR RESEARCH AND EVALUATION IS TO PROMOTE, UNDERTAKE AND EVALUATE ACTIVITIES, STUDIES AND PROGRAMS THAT IMPROVE INDIVIDUAL AND PUBLIC HEALTH, WELFARE, AND SAFETY. IN SUPPORT OF THIS MISSION, WE CREATE AND SUPPORT AN ENVIRONMENT WITHIN WHICH SKILLED, INNOVATIVE, DIVERSE AND DEDICATED RESEARCHERS AND PRACTITIONERS WORK TO EXTEND THE FRONTIERS OF SCIENTIFIC KNOWLEDGE AND ITS APPLICATION.

Activities or mission (Part I)

SEE PART III, LINE 1.

  • 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 $12,327,316 · Grants $559,372

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • JULIET LEE

    DIRECTOR

    Total calculated
    $239,611
    From this org
    $193,240
    From related orgs
    $0
    Other
    $46,371
    Hours/week
    20.1 + 20.1 related

    Schedule J breakdown matched by us

    Base
    $185,739
    Bonus
    $7,501
    Other
    $0
    Deferred
    $21,806
    Nontaxable benefits
    $24,565
    Filer's total
    $239,611

  • KIRSTEN THOMPSON

    DIRECTOR

    Total calculated
    $158,550
    From this org
    $130,342
    From related orgs
    $0
    Other
    $28,208
    Hours/week
    39.9 + 0.1 related

    Schedule J breakdown matched by us

    Base
    $130,342
    Bonus
    $0
    Other
    $0
    Deferred
    $15,516
    Nontaxable benefits
    $12,692
    Filer's total
    $158,550

  • PATRICIA HOKANSON

    DIRECTOR

    Total calculated
    $157,818
    From this org
    $136,151
    From related orgs
    $0
    Other
    $21,667
    Hours/week
    38.9 + 1 related

    Schedule J breakdown matched by us

    Base
    $128,651
    Bonus
    $7,500
    Other
    $0
    Deferred
    $15,108
    Nontaxable benefits
    $6,559
    Filer's total
    $157,818

  • WINNIE LUSENO

    DIRECTOR

    Total calculated
    $128,777
    From this org
    $85,137
    From related orgs
    $0
    Other
    $43,640
    Hours/week
    26.2 + 0.1 related

  • HOWARD SPIVAK

    BOARD VICE CHAIR

    Total calculated
    $4,250
    From this org
    $4,250
    From related orgs
    $0
    Other
    $0
    Hours/week
    0.9 + 0.1 related

  • BARBARA CIMAGLIO

    BOARD CHAIR

    Total calculated
    $3,350
    From this org
    $3,350
    From related orgs
    $0
    Other
    $0
    Hours/week
    0.9 + 0.1 related

  • DONNA VALLONE

    DIRECTOR

    Total calculated
    $2,350
    From this org
    $2,350
    From related orgs
    $0
    Other
    $0
    Hours/week
    0.9 + 0.1 related

  • RASHON LANE

    DIRECTOR

    Total calculated
    $2,050
    From this org
    $2,050
    From related orgs
    $0
    Other
    $0
    Hours/week
    0.9 + 0.1 related

  • RICHARD CATALANO

    DIRECTOR

    Total calculated
    $2,000
    From this org
    $2,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    0.9 + 0.1 related

  • FAYE CALHOUN

    DIRECTOR

    Total calculated
    $1,950
    From this org
    $1,950
    From related orgs
    $0
    Other
    $0
    Hours/week
    0.9 + 0.1 related

  • RENEE JOHNSON

    DIRECTOR

    Total calculated
    $1,950
    From this org
    $1,950
    From related orgs
    $0
    Other
    $0
    Hours/week
    0.9 + 0.1 related

  • GARY KLIG

    CHIEF FINANCIAL OFFICER

    Total calculated
    $393,325
    From this org
    $334,264
    From related orgs
    $0
    Other
    $59,061
    Hours/week
    27.6 + 12.4 related

    Schedule J breakdown matched by us

    Base
    $316,264
    Bonus
    $18,000
    Other
    $0
    Deferred
    $34,500
    Nontaxable benefits
    $24,561
    Filer's total
    $393,325

  • WILLIAM WIECZOREK

    CHIEF EXECUTIVE OFFICER AND PRESIDENT

    Total calculated
    $383,296
    From this org
    $341,985
    From related orgs
    $0
    Other
    $41,311
    Hours/week
    35 + 5 related

    Schedule J breakdown matched by us

    Base
    $326,985
    Bonus
    $15,000
    Other
    $0
    Deferred
    $34,500
    Nontaxable benefits
    $6,811
    Filer's total
    $383,296

  • MARY GORDON

    CORPORATE SECRETARY

    Total calculated
    $179,725
    From this org
    $150,165
    From related orgs
    $0
    Other
    $29,560
    Hours/week
    26.4 + 5.7 related

    Schedule J breakdown matched by us

    Base
    $140,165
    Bonus
    $10,000
    Other
    $0
    Deferred
    $16,955
    Nontaxable benefits
    $12,605
    Filer's total
    $179,725

  • CATHLEEN WILLGING

    CENTER DIRECTOR

    Total calculated
    $281,097
    From this org
    $221,696
    From related orgs
    $0
    Other
    $59,401
    Hours/week
    39 + 1 related

    Schedule J breakdown matched by us

    Base
    $209,696
    Bonus
    $12,000
    Other
    $0
    Deferred
    $25,500
    Nontaxable benefits
    $33,901
    Filer's total
    $281,097

  • TED MILLER

    SENIOR RESEARCH SCIENTIST II

    Total calculated
    $276,713
    From this org
    $224,946
    From related orgs
    $0
    Other
    $51,767
    Hours/week
    36.3

    Schedule J breakdown matched by us

    Base
    $179,667
    Bonus
    $45,279
    Other
    $0
    Deferred
    $27,604
    Nontaxable benefits
    $24,163
    Filer's total
    $276,713

  • ALAN STEIN-SEROUSSI

    SENIOR PROGRAM EVALUATOR II

    Total calculated
    $260,430
    From this org
    $201,974
    From related orgs
    $0
    Other
    $58,456
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $201,474
    Bonus
    $500
    Other
    $0
    Deferred
    $24,555
    Nontaxable benefits
    $33,901
    Filer's total
    $260,430

  • ROLAND MOORE

    CENTER DIRECTOR

    Total calculated
    $256,533
    From this org
    $218,868
    From related orgs
    $0
    Other
    $37,665
    Hours/week
    39

    Schedule J breakdown matched by us

    Base
    $214,368
    Bonus
    $4,500
    Other
    $0
    Deferred
    $25,008
    Nontaxable benefits
    $12,657
    Filer's total
    $256,533

  • HANNO PETRAS

    SENIOR RESEARCH SCIENTIST I

    Total calculated
    $231,076
    From this org
    $195,721
    From related orgs
    $0
    Other
    $35,355
    Hours/week
    39.5 + 3.9 related

    Schedule J breakdown matched by us

    Base
    $195,721
    Bonus
    $0
    Other
    $0
    Deferred
    $22,501
    Nontaxable benefits
    $12,854
    Filer's total
    $231,076

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 · Approval by the board or compensation committee
  • 4b · Supplemental nonqualified retirement plan
  • 7 · Other non-fixed payments

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
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 4B
TED MILLER AND ALAN STEIN-SEROUSSI PARTICIPATE IN A 457(F) NONQUALIFIED DEFERRED COMPENSATION PLAN. THERE WERE NO CONTRIBUTIONS OR DISBURSEMENTS DURING THE TAX PERIOD.
PART I, LINE 7
SEE PART II, COLUMN (B)(II), FOR PERFORMANCE BASED BONUSES RECEIVED DURING THE YEAR.

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 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.

Provenance

Return type
form_990
Tax year
2024
Filed
22 July 2025
IRS schema version
2024v5.2
Source object
202512039349300546

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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