Mdrc FY2020 filing

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Mdrc is dedicated to improving the well-being of low-income people. (see schedule o) through our research, we seek to enhance the effectiveness of social policies & programs that affect the poor.

501(c)(3) charity; gifts are tax-deductible.
79¢ of each $1 spent went to programs.
$2.9M paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2020 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
1 of 5
filings with a surplus
Average surplus $1.8M a year · 2% of revenue · last 5 filings
Worth a look: a surplus in 1 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
79%
of spending
Looks good: 79% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$2.9M
to officers and key staff · 4% of spending
Looks good: pay to officers and key staff is 4% of spending; 15% or less.
Pt VII · Sec A
6 mo
of spending, in cash
Plus $55.6M in investments, Pt X · Ln 11–13
Looks good: 5.5 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $814K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$33.8M
28% of total assets
Looks good: liabilities are 28% of assets; 50% or less.
Pt X · Ln 26
Independent board members
16
of 16 voting members
Looks good: 16 of 16 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$65.6M
Spent
$66.0M
To programs
79%
Net assets
$84.8M
By yearFY2020–FY2024
Revenue
$65.6M
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$65.6M
FY2021$93.1M
FY2022$82.8M
FY2023$83.9M
FY2024$89.3M
Expenses
$66.0M
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$66.0M
FY2021$75.1M
FY2022$85.7M
FY2023$85.0M
FY2024$93.9M
Net assets
$84.8M
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$84.8M
FY2021$106.3M
FY2022$91.6M
FY2023$95.9M
FY2024$92.0M

From the FY2020 Form 990 · figures checked against the IRS filing · see the original

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You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Jul 1974.

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

Where the money goes

79 cents of each dollar spent went to programs.

Program services 79% · $52.1M Management & general 21% · $13.9M Fundraising 0% · $13K

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

31 people listed on the 990; $2.9M paid to officers and key staff.

Part VII, Section A · reportable compensation
$445,532Pt VII · Sec A
SR. Vice President & CFO
$398,929Pt VII · Sec A
SR. Vice President & Dir. Pred
$272,662Pt VII · Sec A
Policy Area Director
$233,609Pt VII · Sec A
Chief Economist
$229,588Pt VII · Sec A
Vice President & Dep. Dir Pred
$222,064Pt VII · Sec A
VP, Dir Deployment & Accountability
$209,943Pt VII · Sec A
Communications Director
$204,689Pt VII · Sec A

Virginia W Knox’s $578K as President is at the 95th percentile of top reported officer pay among 414 $10–100M employment 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 · 8 named individuals · Part VII

NameFY2023FY2022FY2021FY2020
Virginia W Knox$577,629$537,852$460,846$445,532
Jesus M Amadeo$474,585$456,910$391,346$398,929
Dan J Bloom - SR Vice Pres$305,331$292,384——
Dan J Bloom——$258,935$272,662
Sharon Rowser Thru 072021——$268,123—
Charles Michalopoulos$264,924$257,339$232,624$229,588
James a Riccio$260,920$248,103$230,724$233,609
Rose Kob$251,854$239,945$232,994—

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.

See Mdrc executive salaries →

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 15aYes

Programs and updates

Conducts rigorous social policy research and evaluations to help schools and public programs improve the well-being and academic achievement of low-income individuals.

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3 programs · $30.8M · in their own filed words · FY2020
01

Family well-being and child developmentchildren who grow up in poverty face much greater risks of academic failure, poor health, and emotional distress and, as adults, are more likely to be unemployed and poor.

$11.7Mprogram expense
02

Youth development, criminal justice, and employmentmdrc was originally established to study programs for the "hard-to-employ," americans who face serious obstacles to finding and keeping steady work.

$11.3Mprogram expense
03

Economic mobility, housing, and communitieslong regarded as the premier investigator of policies to improve the lives of families on welfare, MDRC has brought its program development skills and reputation for methodological rigor to the challenge of learning how best to improve the economic mobility, housing and communities.

$7.7Mprogram expense

Funders

Who pays for it.

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

Grants

Schedule I · received and paid
Grants received · FY2025
Total grants receivedfrom 1 funder$814K
Grants paid · 147 grants · $10.3M · 2020–2023
Houston Housing AuthorityFY2023$419,415
Impact for Equity INCIL · FY2023$289,716
Ascend Stl INCMO · FY2023$250,000
Housing Authority of Baltimore CityFY2023$63,758
Board of Education Fulton CountyFY2023$26,762
Khan Academy INCFY2023$25,000
Washington Student Achievement CouncilFY2023$20,000
The Family PartnershipMN · FY2023$15,000
The Wildflower FoundationMN · FY2023$15,000
ZenoWA · FY2023$15,000
Sesame WorkshopNY · FY2023$15,000
Northwestern UniversityIL · FY2023$15,000
Regents of the University of MinnesotaFY2023$15,000
Davidson-Davie Community CollegeFY2023$10,000
Union County CollegeFY2023$10,000
See all 147 grants →

Federal money

Single Audit · Federal Audit Clearinghouse · money spent from federal programs
Year ending Dec 2025 · $30.9M federal money spent
Testing Identified Elements for Success in Fatherhood Programs (fatherhood Ties)Department of Health and Human Services · ALN 93.RD · Direct and through The Trustees of Columbia University in New York and 11 more$22.1M
Ies Re-Enrollment and Completion Team (react): a Multisite Randomized Controlled TrialDepartment of Education · ALN 84.305A · Direct and through New York University and 3 more$3.9M
The Using Generative Ai for Reading R&d CenterDepartment of Education · ALN 84.305C · Direct and through Digital Promise$1.7M
Ies Leveraging Wash St Lds School-To-Work PathwaysDepartment of Education · ALN 84.305S · Direct$791K
Wioa Adult Program - Building Opportunities and Optimizing Skills for Transitions (boost)Department of Labor · ALN 17.258 · Through State of California Employment Development Dept.$621K

Plus 8 smaller programs.

The auditor reported no findings.

Year ending Dec 2024 · $35.4M federal money spent
Responsible Fatherhood Local Evaluation Technical Assistance (rfleta) ProjectDepartment of Health and Human Services · ALN 93.RD · Direct and through Arch Systems and 6 more$24.2M
Ies Center for the Analysis of Postsecondary Readiness (capr) Continuation Grant Long-Term Follow Up Study and Dissemination of Dana Center Mathematics Pathways (dcmp)Department of Education · ALN 84.RD · Direct and through Columbia University, Teacher's College and 4 more$4.1M
Ies Re-Enrollment and Completion Team (react): a Multisite Randomized Controlled TrialDepartment of Education · ALN 84.305A · Direct and through New York University and 3 more$2.9M
Westat Techhire Follow-OnDepartment of Labor · ALN 17.RD · Direct and through Westat, INC. and 2 more$814K
Ies the Higher Education Randomized Controlled Trials (the-Rct) Stats & MethodsDepartment of Education · ALN 84.305D · Direct$754K

Plus 13 smaller programs.

The auditor reported no findings.

Year ending Dec 2023 · $40.5M federal money spent
Testing Identified Elements for Success in Fatherhood Programs (fatherhood Ties)Department of Health and Human Services · ALN 93.RD · Direct and through Administration for Children and Families and 5 more$25.2M
Changing Policy and Practice in Developmental Education: Assessing the Evidence and Engaging the FieldDepartment of Education · ALN 84.RD · Direct and through Columbia University, Teacher's College and 4 more$3.6M
Ies City Year EvaluationDepartment of Education · ALN 84.305A · Direct and through American Institutes for Research and 4 more$2.9M
New York State Mobility Counseling ProgramDepartment of Housing and Urban Development · ALN 14.RD · Direct and through Enterprise Community Partners, INC.$2.5M
Child Support ServicesDepartment of Health and Human Services · ALN 93.563 · Through State of Georgia Department of Human Services$1.7M

Plus 15 smaller programs.

The auditor reported no findings.

Year ending Dec 2022 · $50.1M federal money spent
National Responsible Fatherhood Clearinghouse DisseminationDepartment of Health and Human Services · ALN 93.RD · Direct and through Father's Incorporated and 5 more$36.0M
Study of the New World of Work ProgramDepartment of Education · ALN 84.305A · Direct and through New York University and 3 more$3.1M
Changing Policy and Practice in Developmental Education: Assessing the Evidence and Engaging the FieldDepartment of Education · ALN 84.RD · Direct and through Columbia University, Teacher's College and 3 more$2.0M
New York State Mobility Counseling ProgramDepartment of Housing and Urban Development · ALN 14.RD · Direct and through Enterprise Community Partners, INC.$2.0M
Procedural Justice Informed Alternatives (pjac)Department of Health and Human Services · ALN 93.563 · Through State of Georgia Department of Human Services$1.8M

Plus 14 smaller programs.

The auditor reported no findings.

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$65.6M
Ln 12
Gifts and grantsLn 1h$62.5M
Investment incomeLn 3$1.8M
Fees for servicesLn 2g$1.3M
Money outPt IX
$66.0M
Ln 25
Programscol B$52.1M
Managementcol C$13.9M
Fundraisingcol D$13K
Owns and owesPt X
$84.8M
net assets · Ln 32
Cash and savingsLn 1–2$30.4M
Total assetsLn 16$118.5M
LiabilitiesLn 26$33.8M
PeoplePt VI, VII
31
listed · VII A
PaidVII A12
Voting boardVI 1a16
IndependentVI 1b16
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$62.5M
Government grantsLn 1e$37.7M
Fees for servicesLn 2g$1.3M
Investment incomeLn 3$1.8M
Gains on assetsLn 7$542K
Total revenueLn 12$65.6M
Assets in detailPt X, end of year
CashLn 1$7.5M
SavingsLn 2$22.9M
Cash and savings togetherLn 1–2$30.4M
InvestmentsLn 11–13$55.6M
Land, buildings, equipmentLn 10c$8.3M
Other assetsLn 15$2.3M
Total assetsLn 16$118.5M
LiabilitiesLn 26$33.8M
Net assetsLn 32$84.8M
OperationsPt I, VI
EmployeesI 5334
VolunteersI 615
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3More from this return
EndowmentSch D · Pt V
LineFY20FY19FY18FY17FY16
End of yearLn 1g$42.6M$38.6M$35.3M$37.5M$32.9M
SpentLn 1d–1f$1.4M$2.0M$1.3M$393K$372K
4Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$23.1M$30.4M
InvestmentsLn 11–13$61.5M$55.6M
Land, buildings, equipmentLn 10c$8.7M$8.3M
Total assetsLn 16$112.6M$118.5M
LiabilitiesLn 26$31.9M$33.8M
Net assetsLn 32$80.6M$84.8M
5Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$3.9M$3.9M
Pay of current officers, directors and key staffLn 5$1.8M$1.3M$483K$565
Pay of disqualified personsLn 6$437K$319K$118K$138
Other salaries and wagesLn 7$25.8M$18.9M$7.0M$8K
Pension plan contributionsLn 8$1.7M$1.2M$437K$511
Other employee benefitsLn 9$4.9M$3.6M$1.3M$2K
Payroll taxesLn 10$1.9M$1.4M$503K$588
Legal feesLn 11b$276K$68K$208K
Accounting feesLn 11c$569K$569K
Investment management feesLn 11f$204K$204K
Office expensesLn 13$58K$47K$11K
Information technologyLn 14$3.5M$3.4M$106K$1K
OccupancyLn 16$3.2M$2.6M$624K
TravelLn 17$316K$188K$128K
Conferences, conventions and meetingsLn 19$184K$33K$150K
InterestLn 20$246$246
Depreciation, depletion and amortizationLn 22$735K$537K$198K$232
InsuranceLn 23$269K$196K$72K$85
Other expenses (24a–d)Ln 24$14.4M$13.0M$1.5M$108
All other expensesLn 24e$1.8M$1.5M$371K$57
Total functional expensesLn 25$66.0M$52.1M$13.9M$13K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 LatestFiled with the IRS Nov 17, 2025 $89.3M$93.9M−$4.6M$92.0M 990 PDF
FY2023Filed with the IRS Nov 13, 2024 $83.9M$85.0M−$1.1M$95.9M 990 PDF
FY2022 $82.8M$85.7M−$3.0M$91.6M 990 PDF
FY2021Filed with the IRS Nov 11, 2022 $93.1M$75.1M$18.0M$106.3M 990 PDF
FY2020 ViewingFiled with the IRS Nov 14, 2021 $65.6M$66.0M−$447K$84.8M 990 PDF

Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support J · Pay O · Explanations
See the full FY2020 990 (6 parts)
Part I · Summary $65,579,736 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $67,945,664$62,468,182
I-9 Program service revenuePrior year $1,508,606$1,312,280
I-10 Investment incomePrior year $2,213,942$1,799,274
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $71,668,212$65,579,736
I-13 Grants and similar amounts paidPrior year $3,843,021$3,925,358
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $37,414,580$36,553,739
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $31,830,250$25,547,195
I-18 Total expensesPrior year $73,087,851$66,026,292
I-19 Revenue less expensesPrior year −$1,419,639−$446,556
Part VI · Governance 16 of 16 board members independent, no flags
VI-1a Voting members of the governing body16
VI-1b Independent voting members16
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
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $65,579,736 across 7 lines filed
VIII-1e Government grants$37,684,938
VIII-1f All other contributions, gifts and grants$24,783,244
VIII-1h Total contributions, gifts and grants$62,468,182
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $1,312,280$1,312,280
VIII-3 Investment incomeUnrelated business $56,153 · Excluded from tax $1,200,956$1,257,109
VIII-7 Net gain or loss on sales of assetsExcluded from tax $542,165$542,165
VIII-12 Total revenueRelated to mission $1,312,280 · Unrelated business $56,153 · Excluded from tax $1,743,121$65,579,736
Part IX · Statement of functional expenses $66,026,292 across 20 lines filed
IX-1 Grants to domestic organizationsPrograms $3,925,358$3,925,358
IX-5 Pay of current officers, directors and key staffPrograms $1,305,477 · Management $482,535 · Fundraising $565$1,788,577
IX-6 Pay of disqualified personsPrograms $318,645 · Management $117,779 · Fundraising $138$436,562
IX-7 Other salaries and wagesPrograms $18,872,754 · Management $6,952,754 · Fundraising $8,136$25,833,644
IX-8 Pension plan contributionsPrograms $1,219,152 · Management $436,581 · Fundraising $511$1,656,244
IX-9 Other employee benefitsPrograms $3,630,044 · Management $1,299,927 · Fundraising $1,520$4,931,491
IX-10 Payroll taxesPrograms $1,403,895 · Management $502,738 · Fundraising $588$1,907,221
IX-11b Legal feesPrograms $68,075 · Management $208,221$276,296
IX-11c Accounting feesManagement $568,907$568,907
IX-11f Investment management feesManagement $204,183$204,183
IX-13 Office expensesPrograms $47,239 · Management $10,883$58,122
IX-14 Information technologyPrograms $3,352,574 · Management $105,845 · Fundraising $1,473$3,459,892
IX-16 OccupancyPrograms $2,568,052 · Management $624,407$3,192,459
IX-17 TravelPrograms $188,249 · Management $127,971$316,220
IX-19 Conferences, conventions and meetingsPrograms $33,314 · Management $150,220$183,534
IX-20 InterestManagement $246$246
IX-22 Depreciation, depletion and amortizationPrograms $537,042 · Management $197,850 · Fundraising $232$735,124
IX-23 InsurancePrograms $196,391 · Management $72,350 · Fundraising $85$268,826
IX-24 Other expenses (24a–d)Programs $12,977,817 · Management $1,459,546 · Fundraising $108$14,437,471
IX-24e All other expensesPrograms $1,475,118 · Management $370,740 · Fundraising $57$1,845,915
IX-25 Total functional expensesPrograms $52,119,196 · Management $13,893,683 · Fundraising $13,413$66,026,292
Part X · Balance sheet $118,549,591 assets, 22 lines filed
X-1 Cash, non-interest-bearingStart of year $1,291,209$7,487,466
X-2 Savings and temporary cash investmentsStart of year $21,778,491$22,916,476
X-3 Pledges and grants receivableStart of year $15,685,171$20,904,057
X-4 Accounts receivableStart of year $0$0
X-8 Inventories for sale or useStart of year $0$0
X-9 Prepaid expenses and deferred chargesStart of year $1,130,699$1,148,789
X-10c Land, buildings and equipment, netStart of year $8,734,549$8,278,667
X-11 Publicly traded securitiesStart of year $49,341,495$42,243,716
X-12 Other securitiesStart of year $12,184,790$13,311,213
X-15 Other assetsStart of year $2,407,940$2,259,207
X-16 Total assetsStart of year $112,554,344$118,549,591
X-17 Accounts payable and accrued expensesStart of year $10,212,247$8,732,119
X-18 Grants payableStart of year $12,320,784$11,410,374
X-19 Deferred revenueStart of year $0$0
X-20 Tax-exempt bond liabilitiesStart of year $0$0
X-24 Unsecured notes and loans payableStart of year $0$0
X-25 Other liabilitiesStart of year $9,379,326$13,636,252
X-26 Total liabilitiesStart of year $31,912,357$33,778,745
X-27 Net assets without donor restrictionsStart of year $56,017,118$59,477,109
X-28 Net assets with donor restrictionsStart of year $24,624,869$25,293,737
X-32 Total net assets or fund balancesStart of year $80,641,987$84,770,846
X-33 Total liabilities and net assetsStart of year $112,554,344$118,549,591
Part XI · Reconciliation of net assets $84,770,846 net assets at year end
XI-1 Total revenue$65,579,736
XI-2 Total expenses$66,026,292
XI-3 Revenue less expenses−$446,556
XI-4 Net assets at start of year$80,641,987
XI-5 Net unrealized gains (losses) on investments$4,575,415
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$84,770,846

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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