Johnson Oconnor Research Foundation INC FY2020 filing

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To further by Research, tests, measurements, publications and teaching, an understanding of human beings and of their actions, (continued on schedule o).

Form 990 Part I, line 1, FY2020. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 95-2149001) · Dispute this line
501(c)(3) charity; gifts are tax-deductible.
91¢ of each $1 spent went to programs.
$322K 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
Listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
The IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
The latest return is for FY2024, 2 tax years back.
IRS e-file · Filing history
Surplus or deficit
3 of 5
filings with a surplus
Average deficit $163K a year · 3% of revenue · last 5 filings
A surplus in 3 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
91%
of spending
91% of spending went to programs.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$322K
to officers and key staff · 7% of spending
Pay to officers and key staff is 7% of spending.
Part VII, Section A
0.2 mo
of spending, in cash
Plus $2.7M in investments, Pt X · Ln 11–13
0.2 months of spending in cash.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $212K
1 funder names it on their filings.
Funders’ Sch. I, 990-PF
Liabilities
$4.1M
99% of total assets
Liabilities are 99% of assets.
Pt X · Ln 26
Independent board members
6
of 9 voting members
6 of 9 voting members are independent.
Pt VI · Ln 1a–1b
Revenue
$3.7M
Spent
$4.8M
To programs
91%
Net assets
$37K
By yearFY2020–FY2024
Revenue
$3.7M
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$3.7M
FY2021$5.4M
FY2022$5.7M
FY2023$5.9M
FY2024$4.8M
Expenses
$4.8M
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$4.8M
FY2021$5.2M
FY2022$5.6M
FY2023$5.4M
FY2024$5.2M
Net assets
$37K
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$37K
FY2021$886K
FY2022$2.2M
FY2023$1.8M
FY2024$2.9M

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

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 Nov 1939.

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

Where the money goes

91 cents of each dollar spent went to programs.

Program services 91% · $4.4M Management & general 9% · $422K

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

Something off? Claim to add context

Who runs it and what they're paid

12 people listed on the 990; $322K paid to officers and key staff (Part VII, Section A).

Part VII, Section A · reportable compensation
Trustee and President
$128,918Pt VII · Sec A
VP & Director of Operations
$102,289Pt VII · Sec A
Secretary
$51,860Pt VII · Sec A
$38,745Pt VII · Sec A
Trustee/Chair/Asst Treasurer
$0Pt VII · Sec A
Trustee and Vice Chair
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A

Anne Steiner’s $149K as President and Treasurer is at the 64th percentile of top reported officer pay among 1245 $1–10M 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

NameFY2024FY2023FY2022FY2021FY2020
Anne Steiner$149,261$144,300$137,928$129,019$128,918
Thomas Jensen$129,574$122,951$120,709$114,003$102,289
Casa Wilson——$118,969$103,118—
Casa a Wilson$118,588$115,620———
Stephen a Greene$105,788$109,394———
Stephen Greene——$104,692$100,143—
Holly Wilhelm—$75,320$70,631$62,323$51,860
Ellen Leifer$36,872$70,595$68,240$70,805$38,745

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 Johnson Oconnor Research Foundation INC 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

Advance understanding of humans and their actions through research and teaching.

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2 programs · $4.4M · in their own filed words · FY2020
01

Aptitude Testing

Design, development, experimental and standard administration of approximately 1,997 series of aptitude tests. The organization provides examinees with a knowledge of their aptitudes that will help them in making decisions about school and work.

Form 990 Part III, line 4, FY2020. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 95-2149001) · Dispute this line
$4.1Mprogram expense
02

Research

Research focuses on understanding human beings and human abilities both as individuals and in groups. Data collection and analysis leading to published reports made available to the general public.

Form 990 Part III, line 4, FY2020. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 95-2149001) · Dispute this line
$241Kprogram 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
Total grants receivedfrom 1 funder$212K

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$3.7M
Ln 12
Gifts and grantsLn 1h$1.8M
Fees for servicesLn 2g$1.7M
Investment incomeLn 3$95K
Money outPt IX
$4.8M
Ln 25
Programscol B$4.4M
Managementcol C$422K
Owns and owesPt X
$37K
net assets · Ln 32
Cash and savingsLn 1–2$92K
Total assetsLn 16$4.2M
LiabilitiesLn 26$4.1M
PeoplePt VI, VII
12
listed · VII A
PaidVII A4
Voting boardVI 1a9
IndependentVI 1b6
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$1.8M
Fees for servicesLn 2g$1.7M
Investment incomeLn 3$95K
Other incomeLn 4–11$48K
Gains on assetsLn 7−$4K
Total revenueLn 12$3.7M
Assets in detailPt X, end of year
CashLn 1$73K
SavingsLn 2$18K
Cash and savings togetherLn 1–2$92K
Accounts receivableLn 4$87K
Inventories for sale or useLn 8$61K
Prepaid expenses and deferred chargesLn 9$166K
Land, buildings, equipmentLn 10c$650K
InvestmentsLn 11–13$2.7M
Other assetsLn 15$375K
Total assetsLn 16$4.2M
LiabilitiesLn 26$4.1M
Net assetsLn 32$37K
OperationsPt I, VI
EmployeesI 549
VolunteersI 67
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3More from this return
Investment feesPt IX, Sch D
Investment fees, as reportedPt IX 11f$8K
Share of the $2.7M endowmentSch D 1g0.29%
Typical, median of 2,202 orgs0.44%
EndowmentSch D · Pt V
LineFY20FY19FY18FY17FY16
End of yearLn 1g$2.7M$2.8M$2.5M$2.8M$2.6M
SpentLn 1d–1f$203K$258K$116K$216K$41K
4Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$262K$92K
InvestmentsLn 11–13$2.8M$2.7M
Land, buildings, equipmentLn 10c$491K$650K
Total assetsLn 16$4.1M$4.2M
LiabilitiesLn 26$2.9M$4.1M
Net assetsLn 32$1.2M$37K
5Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$0
Grants to domestic individualsLn 2$0
Grants and assistance to foreign recipientsLn 3$0
Benefits paid to or for membersLn 4$0
Pay of officers and key staff (Part IX, line 5)Ln 5$559K$431K$127K$0
Pay of disqualified personsLn 6$0
Other salaries and wagesLn 7$1.9M$1.8M$71K
Pension plan contributionsLn 8$345K$329K$16K
Other employee benefitsLn 9$408K$407K$425
Payroll taxesLn 10$140K$132K$8K
Management feesLn 11a$0
Legal feesLn 11b$28K$28K
Accounting feesLn 11c$32K$32K
Lobbying feesLn 11d$0
Professional fundraising feesLn 11e$0
Investment management feesLn 11f$8K$8K
Other fees for servicesLn 11g$204K$167K$37K
Advertising and promotionLn 12$9K$9K
Office expensesLn 13$100K$88K$12K
Information technologyLn 14$0
RoyaltiesLn 15$0
OccupancyLn 16$881K$881K$179
TravelLn 17$5K$2K$3K
Travel and entertainment for public officialsLn 18$0
Conferences, conventions and meetingsLn 19$7K$7K
InterestLn 20$0
Payments to affiliatesLn 21$0
Depreciation, depletion and amortizationLn 22$60K$8K$52K
InsuranceLn 23$37K$20K$17K
Other expenses (24a–d)Ln 24$31K$33K−$2K
All other expensesLn 24e$48K$45K$2K
Total functional expensesLn 25$4.8M$4.4M$422K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 LatestFiled with the IRS Nov 13, 2025 $4.8M$5.2M−$473K$2.9M 990 PDF
FY2023Filed with the IRS Nov 15, 2024 $5.9M$5.4M$413K$1.8M 990 PDF
FY2022Filed with the IRS Nov 9, 2023 $5.7M$5.6M$90K$2.2M 990 PDF
FY2021Filed with the IRS Nov 8, 2022 $5.4M$5.2M$288K$886K 990 PDF
FY2020 ViewingFiled with the IRS Oct 21, 2021 $3.7M$4.8M−$1.1M$37K 990 PDF

Schedules filed Part IV

A · Public support D · Assets and endowments I · Grants O · Explanations
See the full FY2020 990
Part I · Summary $3,678,629 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $1,533,001$1,799,615
I-9 Program service revenuePrior year $3,719,104$1,735,938
I-10 Investment incomePrior year $193,690$95,244
I-11 Other revenuePrior year $48,250$47,832
I-12 Total revenuePrior year $5,494,045$3,678,629
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 $3,577,165$3,359,882
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $1,437,245$1,449,595
I-18 Total expensesPrior year $5,014,410$4,809,477
I-19 Revenue less expensesPrior year $479,635−$1,130,848
Part VI · Governance 6 of 9 board members independent, no flags
VI-1a Voting members of the governing body9
VI-1b Independent voting members6
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 $3,678,629 across 10 lines filed
Lines not itemized here account for $1,451 of total revenue; see the IRS return.
VIII-1d Related organizations$1,797,515
VIII-1f All other contributions, gifts and grants$2,100
VIII-1h Total contributions, gifts and grants$1,799,615
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $1,735,938$1,735,938
VIII-3 Investment incomeExcluded from tax $99,481$99,481
VIII-5 Royalties$0
VIII-6 Net rental income or lossExcluded from tax $46,381$46,381
VIII-7 Net gain or loss on sales of assetsExcluded from tax −$4,237−$4,237
VIII-8 Net income from fundraising events$0
VIII-12 Total revenueRelated to mission $1,737,389 · Excluded from tax $141,625$3,678,629
Part IX · Statement of functional expenses $4,809,477 across 31 lines filed
IX-1 Grants to domestic organizations$0
IX-2 Grants to domestic individuals$0
IX-3 Grants and assistance to foreign recipients$0
IX-4 Benefits paid to or for members$0
IX-5 Pay of officers and key staff (Part IX, line 5)Programs $431,190 · Management $127,436 · Fundraising $0$558,626
IX-6 Pay of disqualified persons$0
IX-7 Other salaries and wagesPrograms $1,837,139 · Management $71,282$1,908,421
IX-8 Pension plan contributionsPrograms $329,223 · Management $16,254$345,477
IX-9 Other employee benefitsPrograms $407,123 · Management $425$407,548
IX-10 Payroll taxesPrograms $132,170 · Management $7,640$139,810
IX-11a Management fees$0
IX-11b Legal feesManagement $28,317$28,317
IX-11c Accounting feesManagement $32,087$32,087
IX-11d Lobbying fees$0
IX-11f Investment management feesManagement $7,959$7,959
IX-11g Other fees for servicesPrograms $166,592 · Management $37,130$203,722
IX-12 Advertising and promotionManagement $8,972$8,972
IX-13 Office expensesPrograms $88,171 · Management $11,950$100,121
IX-14 Information technology$0
IX-15 Royalties$0
IX-16 OccupancyPrograms $881,220 · Management $179$881,399
IX-17 TravelPrograms $1,850 · Management $2,760$4,610
IX-18 Travel and entertainment for public officials$0
IX-19 Conferences, conventions and meetingsPrograms $7,363$7,363
IX-20 Interest$0
IX-21 Payments to affiliates$0
IX-22 Depreciation, depletion and amortizationPrograms $7,657 · Management $51,886$59,543
IX-23 InsurancePrograms $19,957 · Management $16,900$36,857
IX-24 Other expenses (24a–d)Programs $32,937 · Management −$2,108$30,829
IX-24e All other expensesPrograms $45,339 · Management $2,477$47,816
IX-25 Total functional expensesPrograms $4,387,931 · Management $421,546 · Fundraising $0$4,809,477
Part X · Balance sheet $4,164,459 assets, 30 lines filed
X-1 Cash, non-interest-bearingStart of year $240,339$73,362
X-2 Savings and temporary cash investmentsStart of year $21,661$18,394
X-3 Pledges and grants receivableStart of year $0$0
X-4 Accounts receivableStart of year $29,252$87,011
X-5 Loans to officers and key peopleStart of year $0$0
X-6 Loans to other insidersStart of year $0$0
X-7 Notes and loans receivableStart of year $0$0
X-8 Inventories for sale or useStart of year $67,078$61,420
X-9 Prepaid expenses and deferred chargesStart of year $101,866$165,616
X-10c Land, buildings and equipment, netStart of year $491,125$649,996
X-11 Publicly traded securitiesStart of year $2,757,489$2,733,317
X-12 Other securitiesStart of year $0$0
X-13 Program-related investmentsStart of year $0$0
X-14 Intangible assetsStart of year $0$0
X-15 Other assetsStart of year $373,167$375,343
X-16 Total assetsStart of year $4,081,977$4,164,459
X-17 Accounts payable and accrued expensesStart of year $470,825$472,567
X-18 Grants payableStart of year $0$0
X-19 Deferred revenueStart of year $200,680$279,845
X-20 Tax-exempt bond liabilitiesStart of year $0$0
X-21 Escrow or custodial accountsStart of year $0$0
X-22 Loans from officers and insidersStart of year $0$0
X-23 Secured mortgages and notes payableStart of year $0$607,750
X-24 Unsecured notes and loans payableStart of year $0$0
X-25 Other liabilitiesStart of year $2,211,885$2,766,894
X-26 Total liabilitiesStart of year $2,883,390$4,127,056
X-27 Net assets without donor restrictionsStart of year $333,618−$815,545
X-28 Net assets with donor restrictionsStart of year $864,969$852,948
X-32 Total net assets or fund balancesStart of year $1,198,587$37,403
X-33 Total liabilities and net assetsStart of year $4,081,977$4,164,459
Part XI · Reconciliation of net assets $37,403 net assets at year end
XI-1 Total revenue$3,678,629
XI-2 Total expenses$4,809,477
XI-3 Revenue less expenses−$1,130,848
XI-4 Net assets at start of year$1,198,587
XI-5 Net unrealized gains (losses) on investments$127,991
XI-9 Other changes in net assets−$158,327
XI-10 Net assets at end of year$37,403

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

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