Civic Intelligence

The Clayton Christensen Institute For

EIN 26-0264045 • 501(c)3 • Natick, MA

View Organization Page

Profile

The Clayton Christensen Institute enables policymakers, entrepreneurs, and leaders to radically improve entire sectors through rigorous research and community empowerment. Using Disruptive Innovation and other theories developed and taught by Harvard Business School Professor Clayton Christensen, we develop a clearer understanding of how the world works, so we can create meaningful progress in our world.

49 Winter StreetNatick, MA 01760-1018

www.christenseninstitute.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

63rd percentile

0.16x

Higher debt load relative to assets than 63% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

44th percentile

0.05x

Higher debt load relative to revenue than 44% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

58th percentile

8.4%

Higher net margin than 58% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

5th percentile

-33%

Faster asset growth than 5% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2024

Revenue Growth

16th percentile

-17%

Faster revenue growth than 16% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Up

$1,144,138

Up $147,348 (+15%) from 2023

Liabilities

Down

$178,500

Down $136,168 (-43%) from 2023

Net Assets

Up

$965,638

Up $283,516 (+42%) from 2023

Operations
Liabilities / Revenue44th percentileNet Margin58th percentile

Revenue

Up

$3,378,258

Up $1,472,870 (+77%) from 2023

Expenses

Down

$3,094,742

Down $392,954 (-11%) from 2023

Net Income

Up

$283,516

Up $1,865,824 (+118%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth5th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $1,509,876Liabilities 2011: $73,277Net Assets 2011: $1,436,5992011Assets 2012: $1,078,385Liabilities 2012: $49,087Net Assets 2012: $1,029,2982012Assets 2013: $1,449,017Liabilities 2013: $74,120Net Assets 2013: $1,374,8972013Assets 2014: $2,722,370Liabilities 2014: $106,426Net Assets 2014: $2,615,9442014Assets 2015: $3,640,314Liabilities 2015: $101,187Net Assets 2015: $3,539,1272015Assets 2016: $3,198,107Liabilities 2016: $212,216Net Assets 2016: $2,985,8912016Assets 2019: $2,455,865Liabilities 2019: $258,747Net Assets 2019: $2,197,1182019Assets 2020: $1,236,184Liabilities 2020: $590,665Net Assets 2020: $645,5192020Assets 2021: $2,002,828Liabilities 2021: $613,033Net Assets 2021: $1,389,7952021Assets 2022: $2,551,093Liabilities 2022: $293,407Net Assets 2022: $2,257,6862022Assets 2023: $996,790Liabilities 2023: $314,668Net Assets 2023: $682,1222023Assets 2024: $1,144,138Liabilities 2024: $178,500Net Assets 2024: $965,6382024

Highlighted filing

2024

Assets$1,144,138
Liabilities$178,500
Net Assets$965,638
Open 2024 Filing

Operations Trend

Revenue Growth16th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2011: $866,0042011Expenses 2012: $972,0102012Revenue 2013: $1,950,894Expenses 2013: $1,686,660Net Income 2013: $264,2342013Revenue 2014: $3,423,149Expenses 2014: $2,182,102Net Income 2014: $1,241,0472014Revenue 2015: $3,636,639Expenses 2015: $2,713,456Net Income 2015: $923,1832015Revenue 2016: $2,793,767Expenses 2016: $3,347,003Net Income 2016: -$553,2362016Revenue 2019: $2,424,942Expenses 2019: $3,847,531Net Income 2019: -$1,422,5892019Revenue 2020: $2,308,206Expenses 2020: $3,859,805Net Income 2020: -$1,551,5992020Revenue 2021: $4,243,544Expenses 2021: $3,499,267Net Income 2021: $744,2772021Revenue 2022: $4,879,635Expenses 2022: $4,005,000Net Income 2022: $874,6352022Revenue 2023: $1,905,388Expenses 2023: $3,487,696Net Income 2023: -$1,582,3082023Revenue 2024: $3,378,258Expenses 2024: $3,094,742Net Income 2024: $283,5162024

Highlighted filing

2024

Revenue$3,378,258
Expenses$3,094,742
Net Income$283,516
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,144,138
Liabilities
$178,500
Net assets
$965,638
Revenue
$3,378,258
Expenses
$3,094,742
Net income
$283,516
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.14$0.18$0.97$3.38$3.09$0.28
2023Detailed filing. Detailed filing data is available for this year.$1.00$0.31$0.68$1.91$3.49$1.58
2022Detailed filing. Detailed filing data is available for this year.$2.55$0.29$2.26$4.88$4.01$0.87
2021Detailed filing. Detailed filing data is available for this year.$2.00$0.61$1.39$4.24$3.50$0.74
2020Detailed filing. Detailed filing data is available for this year.$1.24$0.59$0.65$2.31$3.86$1.55
2019Detailed filing. Detailed filing data is available for this year.$2.46$0.26$2.20$2.42$3.85$1.42
2016Detailed filing. Detailed filing data is available for this year.$3.20$0.21$2.99$2.79$3.35$0.55
2015Detailed filing. Detailed filing data is available for this year.$3.64$0.10$3.54$3.64$2.71$0.92
2014Detailed filing. Detailed filing data is available for this year.$2.72$0.11$2.62$3.42$2.18$1.24
2013Detailed filing. Detailed filing data is available for this year.$1.45$0.07$1.37$1.95$1.69$0.26
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.08$0.05$1.03$0.97
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.51$0.07$1.44$0.87
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 11, 2025
Return Version
2024v5.2
Gross Receipts
$3,378,258
Mission and Program Overview

Mission

To apply harvard business school professor clayton christensen's theories of disruptive innovation to develop and promote solutions to the most vexing problems in the social sector.

The Clayton Christensen Institute enables policymakers, entrepreneurs, and leaders to radically improve entire sectors through rigorous research and community empowerment. Using Disruptive Innovation and other theories developed and taught by Harvard Business School Professor Clayton Christensen, we develop a clearer understanding of how the world works, so we can create meaningful progress in our world.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$981,309$1,128,347▲ $147,038
Prepaid Expenses and Deferred Charges$6,265$15,207▲ $8,942
Pledges and Grants Receivable$7,341$0▼ $7,341
Land, Buildings, and Equipment, Net$1,875$584▼ $1,291
Total Assets$996,790$1,144,138▲ $147,348
Liabilities
Accounts Payable and Accrued Expenses$214,668$169,152▼ $45,516
Deferred Revenue$100,000$9,348▼ $90,652
Total Liabilities$314,668$178,500▼ $136,168
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$682,122$612,888▼ $69,234
Net Assets With Donor Restrictions-$352,750-
Total Net Assets Fund Balance$682,122$965,638▲ $283,516
Total Liabilities and Net Assets / Fund Balance$996,790$1,144,138▲ $147,348

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$584$15,370$15,954
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ann ChristensenPresident & CEOFT$285,452$29,805$315,257
John RileyVP - Finance & HRFT$230,605$49,079$279,684
Julia Freeland FisherDirector - Education ResearchFT$213,919$48,293$262,212
Efosa OjomoDirector - Global ProsperityFT$186,638$46,355$232,993
Ann Somers HoggDirector - Healthcare ResearchFT$181,638$37,425$219,063
Thomas ArnettSenior Research FellowFT$168,917$45,932$214,849
Meris StansburyDirector - CommunicationsFT$170,340$23,839$194,179
Mary Knox MillerDigital StrategistFT$129,084$43,236$172,320
Benjamin JonesPast Director - Instit. RelationsFT$130,853$40,667$171,520
Ruth HarttChief of Staff to the CEOFT$123,387$6,836$130,223
Michael HornChairmanPT$96,000-$96,000

Board Members and Trustees

NameTitle
Leo ChangBoard Member
Mark JohnsonClerk
Christine ChristensenTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$3,284,774
Program Service Revenue
$76,765
Investment Income
$16,719
Other Revenue
$0
All Other Contributions
$3,284,774
Change in Net Assets
$283,516

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,378,258
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$3,378,258
Total Revenue per Form 990
$3,378,258
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,807,569
Total Fundraising Expense$296,251
Other Expenses$287,173
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$1,142,351$306,118$150,919$1,599,388
Other Salaries and Wages$664,760$65,506$101,789$832,055
Other Employee Benefits$170,666$-8,912$12,499$174,253
Payroll Taxes$110,536$34,771$14,903$160,210
Information Technology$94,480$3,761$4,961$103,202
Fees for Services Accounting-$56,899-$56,899
Travel$39,533$2,003$2,156$43,692
Pension Plan Contributions$33,281$3,597$4,785$41,663
Fees for Services Other$21,970$4,232-$26,202
Office Expenses$8,284$2,680$1,352$12,316
Advertising$10,160--$10,160
Fees for Services Management-$8,076-$8,076
Occupancy-$7,734-$7,734
Insurance-$3,989-$3,989
Conferences and Meetings$1,100-$2,695$3,795
Other Expenses$4,500$1,634$192$1,826
Depreciation Depletion$1,291--$1,291
Total Functional Expenses$2,302,912$495,579$296,251$3,094,742

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$3,094,742
Total Expenses per Audited Statements$3,094,742
Total Expenses per Form 990$3,094,742
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

International Summary

Offices
0
Employees
0
Spending
$29,955

International Compliance

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

International Activities

RegionActivityServicesOfficesEmployeesSpending
Sub-Saharan Africa - Angola, Benin, Botswana, Burkina Faso,Program ServiceResearch and Training00$29,955
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
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
-Family Member to Treasurer, Christine ChristensenEmploymentNo$315,257
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
Yes
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 A, line 2

“Ann Christensen, President & CEO and Christine Christensen, Treasurer have a family relationship.”

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

“Board members review the 990 and related tax returns before they are filed.”

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

“The Institute routinely monitors for conflicts of interest through discussions at board and staff meetings.”

Form 990, Part VI, Section B, line 15

“The Institute's board approved the compensation of the CEO using comparable industry data from a national think tank salary survey. The Organization's CEO and CFO use comparable industry data from a national think tank survey in reviewing and establishing compensation for all other officers and key employees.”

Form 990, Part VI, Section C, line 19

“The Institute's governing documents, conflict of interest policy, and financial statements are made available for inspection at the Institute's corporate office.”

Filing and Contact Details

Filer

Filer Name
The Clayton Christensen Institute for
EIN
26-0264045
Phone
7813259558
Address
49 Winter Street, Natick, MA 01760-1018
Doing Business As
Clayton Christensen Institute

Signing Officer

Name
John M Riley
Title
VP - Finance & HR
Phone
7813259558
Signed
2025-11-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ann Christensen
Formed
2007
Legal Domicile
Ma
Voting Board Members
5
Independent Board Members
2
Employees
15
Volunteers
6

Preparer

Firm
Berry Dunn McNeil & Parker LLC
Address
2211 Congress St, Portland, ME 04102
Preparer
Joseph R Byrne
Phone
2077752387
Supplemental Narrative

Additional Explanations

Form 990, Part X, Line 10: Land, Buildings, and Equipment

“Section 1.263(a)-3(n) Election: The Clayton Christensen Institute for Disruptive Innovation, Inc. 49 Winter Street Natick, MA 01760-1018 EIN: 26-0264045 The Clayton Christensen Institute for Disruptive Innovation, Inc. is electing to capitalize repair and maintenance costs under Regulation Section 1.263(a)-3(n).”

Raw XML AppendixShowing 400 of 693 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/PersonNm4Leo Chang
IRS990/Form990PartVIISectionAGrp/PersonNm5John Riley
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IRS990/Form990PartVIISectionAGrp/TitleTxt0President & CEO
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IRS990/Form990PartVIISectionAGrp/TitleTxt3Treasurer
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IRS990/Form990PartVIISectionAGrp/TitleTxt5VP - Finance & HR
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director - Healthcare Research
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director - Education Research
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director - Global Prosperity
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director - Communications
IRS990/Form990PartVIISectionAGrp/TitleTxt10Senior Research Fellow
IRS990/Form990PartVIISectionAGrp/TitleTxt11Chief of Staff to the CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt12Past Director - Instit. Relations
IRS990/Form990PartVIISectionAGrp/TitleTxt13Digital Strategist
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IRS990/MissionDesc0The Clayton Christensen Institute enables policymakers, entrepreneurs, and leaders to radically improve entire sectors through rigorous research and community empowerment. Using Disruptive Innovation and other theories developed and taught by Harvard Business School Professor Clayton Christensen, we develop a clearer understanding of how the world works, so we can create meaningful progress in our world.
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IRS990/ProgSrvcAccomActy2Grp/Desc0The Global Prosperity Research team's mission is to facilitate and accelerate economic development across the globe by changing the broken conversation about how to alleviate poverty and to provide an actionable framework for generating prosperity. Its research has uncovered that a specific type of innovation, Market-Creating Innovation, creates a domino effect of sustainable economic development. The team aims to provide stakeholders with the tools they need to find, build, and scall these powerful innovations across the globe. Team members disseminate their work through various channels, including books, research papers, blogs, videos, and conferences.
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IRS990/ProgSrvcAccomActy3Grp/Desc0The Institute's Healthcare Research team's mission is to apply the theories of disruptive innovation to identify and promote solutions to the problems confronting healthcare in the United States. The Team's research tackles these seemingly intractable problems, unveils new insights, shapes industry conversations, and shifts mindsets to create healthier futures for all. They use unique frameworks, novel business model compasses, and strategy roadmaps to identify and promote more effective innovation.
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IRS990/ProgSrvcAccomActyOtherGrp/Desc0The Institute's Executive Education program is designed to train participants in the theory of disruptive innovation and related business theories and to help students apply these theories in real world situations.
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