Policy Research INC: Nonprofit Profile, Financials & Form 990 (EIN 14-1783468)

Revenue by fiscal year
FY2020	$1.2M
FY2021	$1.9M
FY2022	$3.2M
FY2023	$3.2M
FY2024	$2.9M

Expenses by fiscal year
FY2020	$1.2M
FY2021	$1.8M
FY2022	$3.1M
FY2023	$3.0M
FY2024	$3.0M

Net assets by fiscal year
FY2020	$117K
FY2021	$222K
FY2022	$276K
FY2023	$417K
FY2024	$347K

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Feb 1996.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

94 cents of each dollar spent went to programs.

94%

Program services 94% · $2.8M Management & general 6% · $181K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

13 people listed on the 990; $643K paid to officers and key staff.

Part VII, Section A · reportable compensation

Jenanne Elder

Senior Project Associate I

$147,534Pt VII · Sec A

Regina Huerter

Senior Project Associate I

$135,036Pt VII · Sec A

Lisa Maye

Senior Project Associate

$123,599Pt VII · Sec A

Samantha Zottola

Senior Research Associate

$115,842Pt VII · Sec A

Ashley Krider

Senior Project Associate

$114,324Pt VII · Sec A

Pamela Clark Robbins

Executive Director

$6,750Pt VII · Sec A

Maureen McLeod

President

$0Pt VII · Sec A

Bonita Veysey

Board Member

$0Pt VII · Sec A

Jenanne Elder’s $148K as Senior Project Associate I is at the 30th percentile of top reported officer pay among 363 $1–10M science & technology nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 6 named individuals · Part VII

Name	FY2024	FY2023	FY2022	FY2021	FY2020
Jenanne Elder	$147,534	$143,098	$132,814	$118,025	—
Regina Huerter	$135,036	$126,910	$128,173	$124,364	$119,429
Lisa Maye	$123,599	$105,244	—	—	—
Samantha Zottola	$115,842	$111,040	—	—	—
Ashley Krider	$114,324	$109,387	—	—	—
Pamela Clark Robbins	$6,750	$9,000	—	—	—

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

Family or business ties among officersPt VI · Ln 2No
Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Offers technical help, training, and research for behavioral health programs and systems.

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Provided by the organization

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3 programs · $2.1M · in their own filed words · FY2024

01

Homeless & Housing Resource Center

Delivers training and technical assistance to the community and persons working with individuals who are at risk for, or are experiencing homelessness.

$1.0Mprogram expense

02

The Safety and Justice Challenge

Support of policy research INC.'S technical assistance to local jurisdictions on reducing the over incarceration of people with serious mental illness.

$749Kprogram expense

03

Pretrial Risk Communication

Examining strategies to reduce detention and increase racial equity in pretrial judgments.

$326Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record

Grants received · FY2024

John D and Catherine T Macarthur Foundation (consolidated)FY2024$1.4M

Fidelity Investments Charitable Gift FundFY2024$100K

Lucille Ellis Simon FoundationFY2024$2K

Total grants receivedfrom 3 funders$1.5M

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By the numbers

The FY2024 990, line by line.

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from philanthropy.org

1The main four

Money inPt VIII

$2.9M

Ln 12

Fees for servicesLn 2g$2.9M

Gifts and grantsLn 1h$52K

Investment incomeLn 3$14K

Money outPt IX

$3.0M

Ln 25

Programscol B$2.8M

Managementcol C$181K

Owns and owesPt X

$347K

net assets · Ln 32

Cash and savingsLn 1–2$1.2M

Total assetsLn 16$1.4M

LiabilitiesLn 26$1.0M

PeoplePt VI, VII

13

listed · VII A

PaidVII A6

Voting boardVI 1a7

IndependentVI 1b7

2In more detail

Revenue in detailPt VIII

Gifts and grantsLn 1h$52K

Fees for servicesLn 2g$2.9M

Investment incomeLn 3$14K

Other incomeLn 4–11$281

Total revenueLn 12$2.9M

Assets in detailPt X, end of year

SavingsLn 2$1.2M

Cash and savings togetherLn 1–2$1.2M

Total assetsLn 16$1.4M

LiabilitiesLn 26$1.0M

Net assetsLn 32$347K

OperationsPt I, VI

EmployeesI 57

VolunteersI 67

Fiscal year endsHeaderDecember

Conflict-of-interest policyVI 12aYes

Whistleblower policyVI 13Yes

Records policyVI 14Yes

3Year over year

Balance sheet, start vs end of yearPt X · col A, B

Line	Start FY24	End FY24
Cash and savingsLn 1–2	$743K	$1.2M
Total assetsLn 16	$1.0M	$1.4M
LiabilitiesLn 26	$610K	$1.0M
Net assetsLn 32	$417K	$347K

4Every line

Statement of functional expensesPt IX · every line

Line	Total	Programs	Management	Fundraising
Other salaries and wagesLn 7	$564K	$499K	$65K
Pension plan contributionsLn 8	$54K	$54K
Other employee benefitsLn 9	$167K	$135K	$32K
Payroll taxesLn 10	$51K	$51K
Accounting feesLn 11c	$18K		$18K
Other fees for servicesLn 11g	$1.9M	$1.9M	$34K
Office expensesLn 13	$5K	$2K	$3K
Information technologyLn 14	$38K	$37K	$947
TravelLn 17	$115K	$102K	$13K
Conferences, conventions and meetingsLn 19	$52K	$51K	$760
InsuranceLn 23	$3K		$3K
Other expenses (24a–d)Ln 24	$14K	$3K	$11K
Total functional expensesLn 25	$3.0M	$2.8M	$181K	$0

Filing history

Year	Money in	Money out	In minus out	Net assets	Download
FY2024 Latest Viewing	$2.9M	$3.0M	−$70K	$347K	990 PDF
FY2023	$3.2M	$3.0M	$141K	$417K	990 PDF
FY2022	$3.2M	$3.1M	$54K	$276K	990 PDF
FY2021	$1.9M	$1.8M	$104K	$222K	990 PDF
FY2020	$1.2M	$1.2M	$63K	$117K	990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash

See the full FY2024 990 (6 parts)

Part I · Summary $2,921,311 revenue, 12 lines filed

I-8 Contributions and grantsPrior year $241,873$52,000

I-9 Program service revenuePrior year $2,919,424$2,855,120

I-10 Investment incomePrior year $20,773$13,910

I-11 Other revenuePrior year $736$281

I-12 Total revenuePrior year $3,182,806$2,921,311

I-13 Grants and similar amounts paidPrior year $0$0

I-14 Benefits paid to membersPrior year $0$0

I-15 Salaries and benefitsPrior year $839,311$835,384

I-16a Professional fundraising feesPrior year $0$0

I-17 Other expensesPrior year $2,202,466$2,155,438

I-18 Total expensesPrior year $3,041,777$2,990,822

I-19 Revenue less expensesPrior year $141,029−$69,511

Part VI · Governance 7 of 7 board members independent, 1 to look at

VI-1a Voting members of the governing body7

VI-1b Independent voting members7

VI-15a Process for setting top official's payNo

VI-2 Family or business relationship among officers or directorsNo

VI-12a Written conflict of interest policyYes

VI-13 Written whistleblower policyYes

VI-14 Document retention and destruction policyYes

Part VIII · Statement of revenue $2,921,311 across 6 lines filed

VIII-1f All other contributions, gifts and grants$52,000

VIII-1h Total contributions, gifts and grants$52,000

VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $2,855,120$2,855,120

VIII-3 Investment incomeExcluded from tax $13,910$13,910

VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $281$281

VIII-12 Total revenueRelated to mission $2,855,401 · Unrelated business $0 · Excluded from tax $13,910$2,921,311

Part IX · Statement of functional expenses $2,990,822 across 12 lines filed

IX-7 Other salaries and wagesPrograms $498,695 · Management $65,423$564,118

IX-8 Pension plan contributionsPrograms $53,667$53,667

IX-9 Other employee benefitsPrograms $135,499 · Management $31,589$167,088

IX-10 Payroll taxesPrograms $50,511$50,511

IX-11c Accounting feesManagement $17,622$17,622

IX-11g Other fees for servicesPrograms $1,877,286 · Management $33,934$1,911,220

IX-13 Office expensesPrograms $1,924 · Management $2,681$4,605

IX-14 Information technologyPrograms $36,722 · Management $947$37,669

IX-17 TravelPrograms $101,620 · Management $13,273$114,893

IX-19 Conferences, conventions and meetingsPrograms $51,358 · Management $760$52,118

IX-23 InsuranceManagement $3,311$3,311

IX-24 Other expenses (24a–d)Programs $2,921 · Management $11,079$14,000

IX-25 Total functional expensesPrograms $2,810,203 · Management $180,619 · Fundraising $0$2,990,822

Part X · Balance sheet $1,368,667 assets, 11 lines filed

X-2 Savings and temporary cash investmentsStart of year $742,591$1,155,522

X-3 Pledges and grants receivableStart of year $281,178$210,126

X-9 Prepaid expenses and deferred chargesStart of year $3,187$3,019

X-16 Total assetsStart of year $1,026,956$1,368,667

X-17 Accounts payable and accrued expensesStart of year $284,057$219,827

X-19 Deferred revenueStart of year $183,192$780,808

X-25 Other liabilitiesStart of year $143,139$20,975

X-26 Total liabilitiesStart of year $610,388$1,021,610

X-27 Net assets without donor restrictionsStart of year $416,568$347,057

X-32 Total net assets or fund balancesStart of year $416,568$347,057

X-33 Total liabilities and net assetsStart of year $1,026,956$1,368,667

Part XI · Reconciliation of net assets $347,057 net assets at year end

XI-1 Total revenue$2,921,311

XI-2 Total expenses$2,990,822

XI-3 Revenue less expenses−$69,511

XI-4 Net assets at start of year$416,568

XI-9 Other changes in net assets$0

XI-10 Net assets at end of year$347,057

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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