Civic Intelligence

Mdrc

990 • Fiscal year 2021 • EIN 23-7379473

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 04, 2022

200 Vesey Street 23rd FloorNew York, NY 10281-2103

(212) 532-3200

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

50th percentile

0.26x

Higher debt load relative to assets than 50% of similar nonprofits.

2021 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2021

Liabilities / Revenue

47th percentile

0.40x

Higher debt load relative to revenue than 47% of similar nonprofits.

2021 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2021

Net Margin

67th percentile

19%

Higher net margin than 67% of similar nonprofits.

2021 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2021

Top Officer Pay

59th percentile

$545,211

Higher top officer pay than 59% of similar nonprofits.

Top officer pay equals 0.6% of source-year revenue.

2021 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2021

Asset Growth

75th percentile

21%

Faster asset growth than 75% of similar nonprofits.

2021 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2020 to 2021

Revenue Growth

79th percentile

42%

Faster revenue growth than 79% of similar nonprofits.

2021 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2020 to 2021

Assets

Up

$143,919,606

Up $25,370,015 (+21%) from 2020

Net Assets

Up

$106,282,262

Up $21,511,416 (+25%) from 2020

Liabilities

Up

$37,637,344

Up $3,858,599 (+11%) from 2020

Revenue

Up

$93,136,568

Up $27,556,832 (+42%) from 2020

Expenses

Up

$75,092,277

Up $9,065,985 (+14%) from 2020

Net Income

Up

$18,044,291

Up $18,490,847 (+4141%) from 2020

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$200M$150M$100M$50M$0Assets 2010: $86,597,703Liabilities 2010: $7,018,218Net Assets 2010: $79,579,4852010Assets 2011: $85,982,863Liabilities 2011: $8,295,903Net Assets 2011: $77,686,9602011Assets 2012: $90,045,462Liabilities 2012: $13,089,954Net Assets 2012: $76,955,5082012Assets 2013: $103,145,080Liabilities 2013: $20,315,863Net Assets 2013: $82,829,2172013Assets 2014: $135,809,694Liabilities 2014: $25,247,804Net Assets 2014: $110,561,8902014Assets 2015: $121,599,657Liabilities 2015: $15,520,028Net Assets 2015: $106,079,6292015Assets 2016: $102,856,766Liabilities 2016: $17,622,705Net Assets 2016: $85,234,0612016Assets 2017: $101,295,132Liabilities 2017: $20,315,496Net Assets 2017: $80,979,6362017Assets 2018: $101,779,979Liabilities 2018: $26,403,556Net Assets 2018: $75,376,4232018Assets 2019: $112,554,344Liabilities 2019: $31,912,357Net Assets 2019: $80,641,9872019Assets 2020: $118,549,591Liabilities 2020: $33,778,745Net Assets 2020: $84,770,8462020Assets 2021: $143,919,606Liabilities 2021: $37,637,344Net Assets 2021: $106,282,2622021Assets 2022: $163,594,084Liabilities 2022: $71,955,357Net Assets 2022: $91,638,7272022Assets 2024: $157,204,286Liabilities 2024: $65,177,216Net Assets 2024: $92,027,0702024

Highlighted filing

2021

Assets$143,919,606
Liabilities$37,637,344
Net Assets$106,282,262

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$150M$100M$50M$0-$50MExpenses 2010: $68,224,6632010Expenses 2011: $55,695,4882011Expenses 2012: $63,158,3442012Revenue 2013: $75,132,571Expenses 2013: $71,678,038Net Income 2013: $3,454,5332013Revenue 2014: $106,668,794Expenses 2014: $79,241,064Net Income 2014: $27,427,7302014Revenue 2015: $89,646,495Expenses 2015: $92,378,938Net Income 2015: -$2,732,4432015Revenue 2016: $64,020,197Expenses 2016: $86,178,461Net Income 2016: -$22,158,2642016Revenue 2017: $65,954,267Expenses 2017: $74,271,080Net Income 2017: -$8,316,8132017Revenue 2018: $69,436,374Expenses 2018: $72,361,932Net Income 2018: -$2,925,5582018Revenue 2019: $71,668,212Expenses 2019: $73,087,851Net Income 2019: -$1,419,6392019Revenue 2020: $65,579,736Expenses 2020: $66,026,292Net Income 2020: -$446,5562020Revenue 2021: $93,136,568Expenses 2021: $75,092,277Net Income 2021: $18,044,2912021Revenue 2022: $82,765,389Expenses 2022: $85,740,416Net Income 2022: -$2,975,0272022Revenue 2024: $89,342,277Expenses 2024: $93,933,340Net Income 2024: -$4,591,0632024

Highlighted filing

2021

Revenue$93,136,568
Expenses$75,092,277
Net Income$18,044,291
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 4, 2022
Return Version
2021v4.2
Gross Receipts
$113,396,410
Mission and Program Overview

Mission

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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$42,243,716$46,215,685▲ $3,971,969
Savings and Temporary Cash Investments$22,916,476$39,205,922▲ $16,289,446
Pledges and Grants Receivable$20,904,057$25,110,149▲ $4,206,092
Investments Other Securities$13,311,213$18,756,707▲ $5,445,494
Land, Buildings, and Equipment, Net$8,278,667$7,565,518▼ $713,149
Cash and Non-Interest-Bearing Accounts$7,487,466$3,974,293▼ $3,513,173
Prepaid Expenses and Deferred Charges$1,148,789$1,757,378▲ $608,589
Total Assets$118,549,591$143,919,606▲ $25,370,015
Other Assets Total$2,259,207$1,333,954▼ $925,253
Liabilities
Accounts Payable and Accrued Expenses$8,732,119$16,083,919▲ $7,351,800
Grants Payable$11,410,374$12,811,241▲ $1,400,867
Other Liabilities$13,636,252$8,742,184▼ $4,894,068
Total Liabilities$33,778,745$37,637,344▲ $3,858,599
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$59,477,109$79,806,296▲ $20,329,187
Net Assets With Donor Restrictions$25,293,737$26,475,966▲ $1,182,229
Total Net Assets Fund Balance$84,770,846$106,282,262▲ $21,511,416
Total Liabilities and Net Assets / Fund Balance$118,549,591$143,919,606▲ $25,370,015

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$7,552,664$4,698,328$12,250,992
Equipment$12,854$761,396$774,250
Other Securities$916,946--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$42,593,632-▲ $8,319,132$1,394,722$49,518,042
2020$38,628,656-▲ $5,404,557$1,439,581$42,593,632
2019$35,338,197-▲ $5,324,803$2,034,344$38,628,656
2018$37,465,989-▼ $851,877$1,275,915$35,338,197
2017$32,880,037-▲ $4,979,020$393,068$37,465,989
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Virginia W KnoxPresidentFT$423,460$121,751$545,211
Jesus M AmadeoSr. Vice President & CFOFT$359,726$93,526$453,252
Dan J BloomSr. Vice President & Director PredFT$253,771$64,149$317,920
Sharon Rowser Thru 072021Vice President & Dep. Director PredFT$115,345$173,953$289,298
James a RiccioPrincipal Research FellowFT$224,123$47,770$271,893
Charles MichalopoulosChief EconomistFT$229,366$35,528$264,894
Patricia WeissHr DirectorFT$199,179$55,385$254,564
John HutchinsCommunications DirectorFT$207,219$45,245$252,464
Rose KobVice President & General CnselFT$213,708$36,360$250,068
Barbara GoldmanVP, Director Deployment & AccountabilityFT$206,496$39,645$246,141
Carolyn HillSenior FellowFT$191,717$51,924$243,641
John Martinez as of 122021Vice President & Director Prog. Dev.FT$198,469$29,968$228,437

Board Members and Trustees

NameTitle
Mary Jo BaneChair
Robert SolowChairman Emeritus (voting)
Aoifinn DevittDirector
Bridget Terry LongDirector
Eloy Ortiz OakleyDirector
Hilary HoynesDirector
Josh B McgeeDirector
Lawrence KatzDirector
Michael RosterDirector
Milton J Little JrDirector
Richard J MurnaneDirector
Robert DenhamDirector
Ronald HaskinsDirector
John B King JrDirector (thru 04/2021)
James H JohnsonDirector (thru 08/2021)
Rebecca BlankTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Mef AssociatesResearch SubcontractCANAL CENTER PLAZA, Alexandria, VA 22314$2,369,857
Abt Associates INCResearch Subcontract10 FAWCETT STREET, Cambridge, MA 02138$2,334,709
Mathematica Policy Research INCResearch Subcontract600 ALEXANDER PARK, Princeton, NJ 08543$2,021,453
Rti InternationalResearch SubcontractPO BOX 900002, Raleigh, NC 27675$1,243,545
The Coleridge Initiative INCResearch Subcontract4511 DALTON ROAD, Chevy Chase, MD 20815$972,477
Revenue and Support

Revenue Composition

Contributions and Grants
$89,213,706
Program Service Revenue
$1,435,053
Investment Income
$2,487,809
Other Revenue
$0
All Other Contributions
$38,755,626
Change in Net Assets
$18,044,291

Audited Revenue Reconciliation

Revenue per Audited Statements
$92,620,130
Revenue Not Reported on Financial Statements
$516,438
Revenue Not Reported on Form 990
$3,467,125
Total Revenue per Audited Statements
$96,087,255
Total Revenue per Form 990
$93,136,568
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$37,479,942
Other Expenses$34,654,323
Grants and Similar Amounts Paid$2,958,012
Total Fundraising Expense$7,941
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$19,514,479$6,867,272$2,942$26,384,693
Other Employee Benefits$4,042,796$1,374,298$947$5,418,041
Information Technology$3,837,251$308,024$2,623$4,147,898
Occupancy$2,455,664$788,795-$3,244,459
Grants to Domestic Orgs$2,958,012--$2,958,012
Payroll Taxes$1,510,144$513,355$354$2,023,853
Current Officers, Directors, Trustees, and Key Employees$1,343,692$467,663$200$1,811,555
Pension Plan Contributions$1,212,667$412,231$284$1,625,182
All Other Expenses$1,714,874$-130,769$448$1,584,553
Other Expenses$614,473$157,367$42$771,840
Depreciation Depletion$535,086$179,509$73$714,668
Fees for Service Investment Mgmnt Fees-$516,438-$516,438
Fees for Services Legal$146,644$203,168-$349,812
Office Expenses$266,852$6,035-$272,887
Insurance$204,003$68,438$28$272,469
Conferences and Meetings$111,925$140,708-$252,633
Comp Disqual Persons$216,618--$216,618
Travel$35,152$8,303-$43,455
Total Functional Expenses$60,664,513$14,419,823$7,941$75,092,277

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$75,092,277
Expenses per Audited Statements$74,575,839
Total Expenses per Audited Statements$74,575,839
Expenses Not Reported on Financial Statements$516,438
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Houston Housing AuthorityHouston, TX501(c)(3)Restricted Purpose a$1,623,175
Housing Authority of Baltimore CityBaltimore, MD501(c)(3)Restricted Purpose a$361,847
Metropolitan Milwaukee Fair Housing Council IncMilwaukee, WI501(c)(3)Restricted Purpose a$155,110
Office of Child Support ServicesCleveland, OH501(c)(3)Restricted Purpose a$123,665
MAYOR'S FUND TO ADVANCE NEW YORK CITYNew York, NY501(c)(3)Restricted Purpose a$110,000
Ascend Stl IncSt Louis, MO501(c)(3)Restricted Purpose a$75,000
Community College of BaltimoreBaltimore, MD501(c)(3)Restricted Purpose a$75,000
Owens State Community CollegeToledo, OH501(c)(3)Restricted Purpose a$64,248
Ivy Tech Community College of IndianaIndianapolis, IN501(c)(3)Restricted Purpose a$60,000
Stark State CollegeNorth Canton, OH501(c)(3)Restricted Purpose a$30,000
Cincinnati State Technical and Community CollegeCincinnati, OH501(c)(3)Restricted Purpose a$25,000
Bakersfield CollegeBakersfield, CA501(c)(3)Restricted Purpose a$22,900
Chaffey Community College DistrictRancho Cucamonga, CA501(c)(3)Restricted Purpose a$20,000
Essex County CollegeNewark, NJ501(c)(3)Restricted Purpose a$20,000
Passaic County Community CollegePaterson, NJ501(c)(3)Restricted Purpose a$20,000
Research Foundation of CunyNew York, NY501(c)(3)Restricted Purpose a$18,567
State Council of Higher Education for VirginiaRichmond, VA501(c)(3)Restricted Purpose a$15,000
Century CollegeWhite Bear Lake, MN501(c)(3)Restricted Purpose a$10,000
Charles Stewart Mott Community CollegeFlint, MI501(c)(3)Restricted Purpose a$10,000
Henry Ford CollegeDearborn, MI501(c)(3)Restricted Purpose a$10,000
Middlesex County CollegeEdison, NJ501(c)(3)Restricted Purpose a$10,000
New Jersey Council of County CollegesTrenton, NJ501(c)(3)Restricted Purpose a$10,000
Camden County CollegeBlackwood, NJ501(c)(3)Restricted Purpose a$7,500
Coahoma Community College & Early College High SchoolClarksdale, MS501(c)(3)Restricted Purpose a$7,500
Dallas CollegeMesquite, TX501(c)(3)Restricted Purpose a$7,500
Hudson County Community CollegeJersey City, NJ501(c)(3)Restricted Purpose a$7,500
Jf Drake State Community & Technical CollegeHuntsville, AL501(c)(3)Restricted Purpose a$7,500
Mercer County Community CollegeWest Windsor, NJ501(c)(3)Restricted Purpose a$7,500
Rowan College at Burlington CountyMt Laurel, NJ501(c)(3)Restricted Purpose a$7,500
Trinity Valley Community CollegeAlthens, TX501(c)(3)Restricted Purpose a$7,500
Union County CollegeCranford, NJ501(c)(3)Restricted Purpose a$7,500
Lorain County Community CollegeElyria, OH501(c)(3)Restricted Purpose a$6,000

International Summary

Offices
0
Employees
0
Spending
$18,754,713

International Compliance

Activity in boycott countries
No
Foreign corporation ownership
Yes
Foreign partnership interest
Yes
Interest in foreign trust
No
Passive foreign investment company interest
Yes
Transfers to foreign corporations
Yes

International Activities

RegionActivityServicesOfficesEmployeesSpending
Central America and the CaribbeanInvestments---$16,999,268
Europe (including Iceland & Greenland)Investments---$1,755,445
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Deferred Rent$7,408,230
457(b) Plan Liabilities$1,333,954
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

990 review process the form 990 review process at mdrc includes an internal review by mdrc's senior vice president/chief financial officer and president as well as external review by grant thornton. The form 990 is then reviewed by the audit committee of the board of directors. The full board is provided with a copy of the form 990 prior to its being filed with the irs. The full board discusses the form 990 post-filing at its scheduled annual meeting in december.

Form 990, Part VI, Section B, Line 12C

Conflict of interest policy enforcement & monitoring directors and officers are required to complete and sign an annual conflict of interest disclosure statement. The statements are reviewed by the corporate secretary and the president for actual or possible conflicts of interest. If any is disclosed, or inferred, these actual or possible conflicts of interest are brought to the attention of the chairman of the board. In response, the chairman might convene a group of disinterested directors to discuss and address the conflict. All employees, including officers who are also staff members and key employees, are required to read and sign a code of ethics, which includes information about conflicts of interest. Annually, each employee must sign a statement disclosing the presence or absence of conflicts of interest on behalf of the employee and family members. Failure to do so can result in disciplinary action up to and including termination. These statements are reviewed by the human resources department and, as appropriate, by counsel for determination regarding action that should follow the reporting of an actual or potential conflict of interest. In addition to the required annual report, all employees are instructed by the code of ethics that they have a responsibility to report a violation of the code. Employees can report any such violation to mdrc supervisory personnel, the human resources department, or to an independent organization, lighthouse services, which hosts an online site and toll-free number which employees can use to make complaints anonymously or in identifiable form.

Form 990, Part VI, Section B, Line 15

Process for determining compensation the finance and compensation committee ("the committee") of mdrc's board of directors establishes each year the compensation and bonus payments, if any, for the top paid and next top paid officer of the organization based on survey information provided to them from both internal and external sources. The individuals at the end of 2021 are dr. Knox and mr. Amadeo. Each year mdrc's human resources function conducts a review of the form 990 and other documents of research organizations that perform similar research as mdrc, to ascertain their pay structures for the top and second top paid officers, which is typically the ceo or president and the coo/cfo. Included in this survey is the base salary and bonus payments made to the top and second top paid executives of these other policy research firms, along with such comparable factors as size of the organization as measured by headcount and operating budgets. This survey information is supplemented by comparable information provided from an external, third party consulting firm called the national think tank compensation survey (nttc) conducted by akron incorporated, a washington dc based compensation consulting firm. The nttc compiles the base salary and bonus payment information provided by survey participants and displays the information anonymously by quartile, location, and firm size (stated in terms of employees and budget). Survey participant include competing policy research organizations, as well as foundations, endowments, and universities. The results of both the in-house and external surveys and comparison of form 990s for those comparable not-for-profit organizations are presented to the committee, which then deliberates, and based on the information provided, establishes the pay level for mdrc's president and chief financial officer. The compensation of the president and chief financial officer is approved by the board. Part vi, section b line 15b process for determining compensation the committee establishes compensation levels for the chief financial officer, as required by the california nonprofit integrity act of 2004. Compensation for the rest of the officers and employees is based on a recommendation by the president to the committee. The recommendation from the president establishes a merit and bonus pool for the coming year, based on the organization's standard pay practice as described below. The president sets and approves the salary level and bonus payments for officers other than the chief financial officer, and for other key employees. Each year, mdrc's president recommends to the board a salary pool for merit increases and discretionary bonuses to be paid to other officers and key employees in the organization. The merit increase and bonus pools are generally competitive within the two marketplaces in which the organization competes for human talent (new york and california). The president bases the recommendation on survey information provided by the organization's human resources department, which in turn, obtains local labor market pay practices from external third party consulting firms such as mercer human resources consulting and towers perrin compensation consulting, as well as conducting a survey of pay practices from other policy research organizations. Typical merit increase pools in recent years have been in the four percent (4%) to five percent (5%) range. Once the merit increase pool has been established and approved by the board, mdrc establishes each employee's salary based on two factors: performance on the job during the most recent calendar year (mdrc uses a four tier performance rating system), and where an employee's salary falls within the salary range established for their position (called a compa-ratio). Holding performance constant, mdrc's compensation system provides a greater increase in salary to those employees who are low in their salary ranges and provides smaller increases in salary to t

Form 990, Part VI, Section C, Line 19

Availability of documents mdrc's financial statements are made available to the public through the mdrc website and a hard copy is provided upon request. Mdrc's governing documents and conflict of interest policy are generally available to the public upon request.

PART VII-A LINE 1 - FORMER OFFICERS:

Vice president, director of deployment and accountability, barbara goldman, is reported as a former officer on the form 990 as she is still currently employed by mdrc, but in a non-officer capacity.

Filing and Contact Details

Filer

Filer Name
Mdrc
EIN
23-7379473
Phone
2125323200
Address
200 VESEY STREET 23RD FLOOR, NEW YORK, NY 10281-2103

Signing Officer

Name
Jesus M Amadeo
Title
Sr. VP & CFO
Phone
2125323200
Signed
2022-11-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Virginia Knox President
Formed
1974
Legal Domicile
De
Voting Board Members
14
Independent Board Members
14
Employees
334
Volunteers
15

Preparer

Firm
Grant Thorton Llp
Address
757 THIRD AVENUE 3RD FLOOR, NEW YORK, NY 10017-2013
Preparer
Scott Thompsett
Phone
2125990100
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 1

Mdrc was founded in 1974 on the notion that high - quality research and evidence can play a vital role in reducing poverty and inequity in the united states. Mdrc is a nonprofit, nonpartisan social policy and education research organization committed to finding solutions to some of the most difficult problems facing the nation - from reducing poverty and bolstering economic self-sufficiency to improving public education and college graduation rates. We design promising new interventions, evaluate existing programs using the highest research standards, and provide technical assistance to build better programs and deliver effective interventions at scale. Our diverse, interdisciplinary staff of researchers and former educators and program operators - supported by experts in finance, law, technology, human resources, and communications - work in communities across the country, in a wide range of domains, including pre-k to postsecondary education, criminal justice, housing, and job training. Our work is stronger when our staff represent diverse backgrounds and perspectives, our management practices are inclusive, and our organizational culture promotes growth, learning, and innovation. Underlying all our work is a deep faith in the wisdom of on-the-ground program staff and individuals directly affected by the programs and policies we study. Over the years, mdrc has brought its commitment to building strong evidence to an ever - growing range of policy areas. We have worked in nearly every state and most of the nation's major cities. Today we are working on projects in five policy areas and four centers: - family well-being and child development - k-12 education - postsecondary education - economic mobility, housing, and communities - youth development, criminal justice, and employment - center for applied behavioral science - center for data insights - center for criminal justice research - center for effective career and technical education mdrc has worked diligently over the last several years to strengthen our existing programmatic technical assistance, implementation research, and communications functions, while building new capabilities in behavioral science and data analytics - all in the service of improving education and social programs. Mdrc offers "end-to-end" relationships and services that incorporate close attention to the links among an intervention's implementation system, its core activities, and its highest priority outcomes; strong data analysis; predictive analytics; behavioral diagnosis and design; and other technical assistance services to help programs target their services effectively, improve their recruitment and engagement, and design their service approaches to change the trajectories of their participants. What distinguishes mdrc? Dedication to learning what works to improve the well-being of families with low incomes. When selecting new projects, mdrc takes a proactive, strategic approach that is based on an analysis of the key issues and trends in social policy and an assessment of opportunities to learn. We try to answer important policy questions by conducting multiple studies over time, each building on the last, confirming what has come before and adding new knowledge. Devotion to rigor, accuracy, and innovation. To shape policy and practice in the field, it is not enough to learn what works; research must learn why and how programs work. Each mdrc study uses the most rigorous appropriate research design to assess what difference a program makes. We are best known for large-scale studies using random assignment, but we also use an array of qualitative methods - ethnography, focus groups, case studies rooted in field research, classroom observations, case file reviews, and in-depth interviewing - to complement our quantitative analyses. We're also a leader in methodological innovation, developing and implementing new evaluation designs in real-world conditions. Research expertise and operational k

Form 990, Part III, Line 1

In collaboration with the all4ed and the education trust, mdrc launched the "educational equity: solutions through social and emotional well-being" project, which shares lessons through a series of practitioner briefs. We launched the higher education randomized controlled trials (the-rct), a restricted-access data file that contains student-level data from 30 randomized controlled trials by mdrc, including more than 45 institutions and 68,000 students. Researchers at mdrc and elsewhere can use the data file to conduct new types of cross-cutting analyses. Mdrc plans to expand the database to include evaluations by other researchers. In spring 2020, the center for employment opportunities (ceo) launched returning citizens stimulus program, which provided about $25 million in cash payments to 10,000 people returning to their communities from incarceration during the pandemic. In mid-2021, mdrc released a study documenting ceo's successful implementation of the program and how the cash payments improved the lives of recipients. We released a study of math enrichment in preschool and kindergarten in new york city. It found that children who received two years of early math enrichment had improved math test scores in third grade. The size of the effect is equivalent to closing about 40 percent of the achievement gap between children from families with low incomes and their peers from families with higher incomes. We published a new analysis of the effects of the city university of new york (cuny) accelerated study in associate programs (asap) model, evaluated first in new york and later in ohio, showed long-term effects in new york on degrees earned and consistent effects in both states. Mdrc released new briefs in our ideas and evidence series, which provides policymakers and practitioners with fact-based research and analysis to help them address critical issues in social policy and education. Mdrc staff members published commentaries on a wide range of topics, all highlighting evidence for policymakers and practitioners to use, in venues like the hill, governing, government executive, hechinger report, the crime reporter, route fifty, community college daily, the 74 million, early learning nation, and higher ed dive.

Form 990, Part III, Line 1

Covid-19 impact statement: the pandemic caused by the sars cov-2 virus and its associated disease covid-19 led to a change in work practices since march 2020; namely much work being done remotely, with consequent adjustments to research work related to institutions that needed to be open for in-person activities for the work to be conducted. In early 2021, mdrc's offices were made available to employees and employees used the offices and began to engage in in-person research activities again. Mdrc continues to monitor its investment portfolio and its liquidity and is actively working to minimize any potential long-term impacts. Mdrc is actively working with its research collaborators and funders and does not expect an adverse effect from the pandemic in its future work. To help sustain itself during the economic disruption wrought by the pandemic, mdrc sought economic assistance from the government. The paycheck protection program established by the cares act provides small businesses with funds to pay up to 24 weeks of certain necessary expenditures, including payroll costs, rent, and utilities. Mdrc received a paycheck protection program forgivable loan of $4,648,200 and reported this loan on its balance sheet. The organization applied for full forgiveness of the loan in may of 2021 as it met all of the criteria required by the small business administration to obtain forgiveness. In august 2021, the loan was fully forgiven, and mdrc credited the federal government for the portion of the forgiven loan that was used to cover payroll in activities funded by the federal government. The loan is recorded as governmental grant revenue on part viii, line 1(e) of the form 990.

FORM 990, PAGE 1, ITEM B - AMENDED RETURN:

Mdrc amended its 2021 form 990 to correct the compensation reported for the individuals disclosed in part vii and schedule j of the form 990.

Financial Statement Notes

PART V, LINE 4:

Mdrc's board of directors created an endowment fund in 1999. The fund includes permanently restricted, temporarily restricted, and unrestricted contributions that have been designated to the fund for the purpose of matching a $7 million, five year challenge grant given by the predecessor organization of the atlantic philanthropies. Spending from the endowment fund is intended to support program development, information dissemination activities, and corporate strategic initiatives. Spending from the endowment is approved by the board of directors based on the rules established under mdrc's endowment spending policy.

PART X, LINE 2:

Mdrc follows guidance that clarifies the accounting for uncertainty in tax positions taken or expected to be taken in a tax return, including issues relating to financial statement recognition and measurement. This guidance provides that the tax effects from an uncertain tax position can only be recognized in the financial statements if the position is more-likely-than-not to be sustained if the position were to be challenged by a taxing authority. The assessment of the tax position is based solely on the technical merits of the position, without regard to the likelihood that the tax position may be challenged. Mdrc is exempt from federal income tax under irc section 501(c)(3), though it is subject to tax on income unrelated to its exempt purpose, unless that income is otherwise excluded by the code. Mdrc has processes presently in place to ensure the maintenance of its tax-exempt status; to identify and report unrelated income; to determine its filing and tax obligations in jurisdictions for which it has nexus; and to identify and evaluate other matters that may be considered tax positions. Mdrc has determined that there are no material uncertain tax positions that require recognition or disclosure in its financial statements.

Raw XML AppendixShowing 400 of 1,299 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt250
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt260
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt270
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR (THRU 08/2021)
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR (THRU 04/2021)
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15CHAIRMAN EMERITUS (VOTING)
IRS990/Form990PartVIISectionAGrp/TitleTxt16PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt17SR. VICE PRESIDENT & CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt18VICE PRESIDENT & DEP. DIR PRED
IRS990/Form990PartVIISectionAGrp/TitleTxt19SR. VICE PRESIDENT & DIR. PRED
IRS990/Form990PartVIISectionAGrp/TitleTxt20VICE PRESIDENT & GENERAL CNSEL
IRS990/Form990PartVIISectionAGrp/TitleTxt21VICE PRESIDENT & DIR. PROG. DEV.
IRS990/Form990PartVIISectionAGrp/TitleTxt22PRINCIPAL RESEARCH FELLOW
IRS990/Form990PartVIISectionAGrp/TitleTxt23CHIEF ECONOMIST
IRS990/Form990PartVIISectionAGrp/TitleTxt24HR DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt25COMMUNICATIONS DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt26SENIOR FELLOW
IRS990/Form990PartVIISectionAGrp/TitleTxt27VP, DIR DEPLOYMENT & ACCOUNTABILITY
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/Form990TFiledInd01
IRS990/FormationYr01974
IRS990/FormerOfcrEmployeesListedInd01
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0960995
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt014
IRS990/GovernmentGrantsAmt050458080
IRS990/GrantAmt00
IRS990/GrantsPayableGrp/BOYAmt011410374
IRS990/GrantsPayableGrp/EOYAmt012811241
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt02958012
IRS990/GrantsToDomesticOrgsGrp/TotalAmt02958012
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt021220837
IRS990/GrossReceiptsAmt0113396410
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt014
IRS990/IndivRcvdGreaterThan100KCnt0101
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt02623
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt0308024
IRS990/InformationTechnologyGrp/ProgramServicesAmt03837251
IRS990/InformationTechnologyGrp/TotalAmt04147898
IRS990/InsuranceGrp/FundraisingAmt028
IRS990/InsuranceGrp/ManagementAndGeneralAmt068438
IRS990/InsuranceGrp/ProgramServicesAmt0204003
IRS990/InsuranceGrp/TotalAmt0272469
IRS990/InvestmentIncomeGrp/ExclusionAmt01526814
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01526814
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt013311213
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt018756707
IRS990/InvestmentsPubTradedSecGrp/BOYAmt042243716
IRS990/InvestmentsPubTradedSecGrp/EOYAmt046215685
IRS990/IRPDocumentCnt095
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt05459724
IRS990/LandBldgEquipBasisNetGrp/BOYAmt08278667
IRS990/LandBldgEquipBasisNetGrp/EOYAmt07565518
IRS990/LandBldgEquipCostOrOtherBssAmt013025242

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$157$65.2$92.0$89.3$93.9$4.59
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$164$72.0$91.6$82.8$85.7$2.98
2021Detailed filing. Detailed filing data is available for this year.$144$37.6$106$93.1$75.1$18.0
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$119$33.8$84.8$65.6$66.0$0.45
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$113$31.9$80.6$71.7$73.1$1.42
2018Detailed filing. Detailed filing data is available for this year.$102$26.4$75.4$69.4$72.4$2.93
2017Detailed filing. Detailed filing data is available for this year.$101$20.3$81.0$66.0$74.3$8.32
2016Detailed filing. Detailed filing data is available for this year.$103$17.6$85.2$64.0$86.2$22.2
2015Detailed filing. Detailed filing data is available for this year.$122$15.5$106$89.6$92.4$2.73
2014Detailed filing. Detailed filing data is available for this year.$136$25.2$111$107$79.2$27.4
2013Detailed filing. Detailed filing data is available for this year.$103$20.3$82.8$75.1$71.7$3.45
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$90.0$13.1$77.0$63.2
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$86.0$8.30$77.7$55.7
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$86.6$7.02$79.6$68.2
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2021 filings • 501(c)3 • $100M-$250M nonprofits