Form990
Click to see attachment
Department of the Treasury
Internal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)
MediumBullet Do not enter Social Security numbers on this form as it may be made public. By law, the IRS
generally cannot redact the information on the form.
MediumBullet Information about Form 990 and its instructions is at www.IRS.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
A For the 2013 calendar year, or tax year beginning 01-01-2013 , 2013, and ending 12-31-2013
BCheck if applicable:
CName of organization
MDRC
 
Doing Business As
 
 
Number and street (or P.O. box if mail is not delivered to street address)
16 EAST 34TH STREET 19TH FLOOR
Suite
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEW YORK, NY100164326
D Employer identification number

23-7379473
E Telephone number

G Gross receipts $ 88,960,944
F Name and address of principal officer:
GORDON BERLIN
16 EAST 34th STREET 19th fl
NEW YORK,NY100164326
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
www.mdrc.org
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:
 
L Year of formation: 1974
M State of legal domicile: DE
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: MDRC is dedicated to improving the well- being of low income people. Through our research, we seek to enhance the effectiveness of social policies & programs that affect the poor.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 14
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 14
5 Total number of individuals employed in calendar year 2013 (Part V, line 2a) ...... 5 413
6 Total number of volunteers (estimate if necessary) ............. 6 0
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 1,614
b Net unrelated business taxable income from Form 990-T, line 34 ......... 7b -1,036
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 57,464,407 71,884,729
9 Program service revenue (Part VIII, line 2g) ......... 1,587,159 1,751,626
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 1,600,557 1,496,216
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 0 0
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 60,652,123 75,132,571
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 2,638,444 3,272,489
14 Benefits paid to or for members (Part IX, column (A), line 4)..... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 27,869,873 31,969,388
16a Professional fundraising fees (Part IX, column (A), line 11e)..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet35,174    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 32,650,027 36,436,161
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 63,158,344 71,678,038
19 Revenue less expenses. Subtract line 18 from line 12....... -2,506,221 3,454,533
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 90,045,462 103,145,080
21 Total liabilities (Part X, line 26)............. 13,089,954 20,315,863
22 Net assets or fund balances. Subtract line 21 from line 20..... 76,955,508 82,829,217
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name MediumBullet

Firm's EIN MediumBullet
Firm's address MediumBullet



Phone no.
May the IRS discuss this return with the preparer shown above? (see instructions) ............
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y
Form 990 (2013)
Form 990 (2013)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III ..............
1
Briefly describe the organization’s mission: FOUNDED IN 1974, MDRC IS A NONPROFIT, NONPARTISAN SOCIAL POLICY AND EDUCATION RESEARCH ORGANIZATION THAT IS DRIVEN BY ITS MISSION: MDRC IS DEDICATED TO LEARNING WHAT WORKS TO IMPROVE THE WELL-BEING OF LOW-INCOME PEOPLE. THROUGH OUR RESEARCH AND THE ACTIVE COMMUNICATION OF OUR FINDINGS, WE SEEK TO ENHANCE THE EFFECTIVENESS OF SOCIAL POLICIES AND PROGRAMS THAT AFFECT THE POOR. WITH A STAFF OF MORE THAN 300, MDRC CARRIES OUT ITS MISSION BY MOUNTING LARGE-SCALE EVALUATIONS OF GOVERNMENT AND COMMUNITY PROGRAMS TARGETED TO LOW-INCOME PEOPLE, DEVELOPING AND FIELD-TESTING PROMISING NEW APPROACHES, PROVIDING TECHNICAL ASSISTANCE, AND WORKING TO ENSURE THAT OUR EVIDENCE INFORMS THE DESIGN AND IMPLEMENTATION OF POLICIES AND PROGRAMS. WE HELPED PIONEER THE USE OF RANDOM ASSIGNMENT - THE SAME HIGHLY RELIABLE METHODOLOGY USED TO TEST NEW MEDICINES - IN SOCIAL POLICY RESEARCH. WORKING IN PARTNERSHIP WITH OTHERS, MDRC IS BUILDING AN IMPORTANT BODY OF EVIDENCE ABOUT WHAT WORKS - AND DOESN'T WORK - TO A
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? ......................
If "Yes," describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program services? ............................
If "Yes," describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 20,759,489 including grants of $ 1,365,600 ) (Revenue $ 1,079,023 )
Family Well-Being and Children's Development Children 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. MDRC's studies on children and families are providing a new generation of reliable evidence for policymakers about strategies that benefit the social, emotional, and cognitive development of low-income children - some by improving the life prospects of parents and others by working directly with children. Our two-generation approaches hold the most promise, as developmental theory predicts that improving outcomes for both parents and children together has more powerful effects than focusing on either generation alone. For more than two decades, MDRC has been a leader in an expanding field of research that examines how children are affected by welfare reform and other social policies that are primarily designed to affect the employment and income status of their parents. MDRC is studying several initiatives that seek to benefit children by building healthier family relationships. For instance, MDRC is the lead evaluator of the federal government's $1.5 billion investment in home visiting programs, which provide preventive services to families with young children to prevent child maltreatment, improve maternal and child health outcomes, and increase school readiness. Our child care and early education studies aim to deepen policymakers' understanding of the effects of early care environments, including Head Start. We have been a leader in developing and testing programs that bolster the emotional and behavioral development of preschoolers, and are running a demonstration project in New York City, Making Pre-K Count, that seeks to improve the math readiness skills of preschool children. Finally, MDRC is the lead in the Behavioral Interventions to Advance Self-Sufficiency (BIAS) project, an unprecedented opportunity to apply and test insights about the science of decision-making in the context social assistance programs areas and populations supported by the Administration for Children and Families (ACF) in the U.S. Department of Health and Human Services. Selected highlights in 2013: - Launched the Making Pre-K Count demonstration in New York City, a test of an innovative math-focused intervention for preschools serving low-income children. - Released the final report from the Supporting Healthy Marriage Demonstration, which tested relationship and marriage skills programs for low-income married couples. - Published a report on the implementation of the Head Start CARES Project, which is examining the effects and implementation of a set of evidence-based strategies to improve the social and emotional development of children in more than 100 Head Start centers across the country. - Continued to oversee the national evaluation of home visiting programs for the U.S. Department of Health and Human Services. - Fielded tests for the Behavioral Interventions to Advance Self-Sufficiency (BIAS) Project, the first major opportunity to apply a behavioral research lens to programs that serve poor families in the United States - programs like cash assistance, child care, child support, and child welfare. - Published an often-cited review of research on the role of family involvement in the education of children under the age of 8. - Released final results from MDRC's Foundations of Learning, a demonstration of a social-emotional intervention in Newark and Chicago preschools.
4b (Code:   ) (Expenses $ 9,981,589 including grants of $ 669,736 ) (Revenue $ 68,662 )
K-12 Education For nearly 20 years, MDRC has been learning what works best to raise the academic achievement of young people who are at risk of failing. At a time of growing national and state interest in improving low-performing schools and better preparing students for college and work, our evaluations of comprehensive high school reform models have established MDRC as a respected voice in education research and policy and as a leader in designing rigorous education evaluations. At the elementary school level, we are studying a cluster of programs designed to raise literacy and math skills in elementary and middle schools and to improve teaching and learning by investing in the skills of teachers. Secondary School Reform. High school dropout rates remain stubbornly high, especially for African-American and Hispanic students. And too many students who do graduate aren't ready for college and work. We have examined three prominent comprehensive high school reform interventions that have had some measure of success in improving students' outcomes: First Things First, Talent Development, and Career Academies. Our Career Academies study marked the first time that a random assignment design had been used to evaluate an ongoing high school reform initiative. The results of this study -impressive earnings effects continuing eight years after graduation - provided important lessons for the improvement and expansion of the 2,500 Career Academies now operating. In addition, MDRC is conducting a study of the New York City's large-scale high school reform since 2002: closing more than 20 large, low-performing schools and opening more than 200 small high schools in their place. Finally, as part of the U.S. Department of Education's Investing in Innovation initiative, MDRC is evaluating the Diplomas Now reform model. Improving Reading Skills in the Early Grades. MDRC's focus is on interventions that improve classroom instruction in the early grades. MDRC played a lead role in the design and execution of the federally mandated evaluation of Reading First, established under the No Child Left Behind Act of 2001, which targeted funding to underperforming schools for scientifically based reading programs. The Professional Development in Reading Study tested the impact on reading instruction of intensive professional development and coaching of second-grade teachers. We are evaluating Success for All's early reading model, as part of the federal Investing in Innovation initiative, as well as conducting a national evaluation of widespread Response to Intervention programs in elementary schools. Our earlier Evaluation of Enhanced Academic Instruction in After-School Programs tested an effort to strengthen the academic component of after-school programs. College Readiness: Too many students leave high school unprepared for the rigors of postsecondary education, often ending up in developmental (remedial) education when they enter college. MDRC has a number of projects focused on addressing this problem, including "bridge" programs that provide support and academic preparation before students enter college. Selected highlights in 2013: - Released follow-up results from MDRC's study of small high school reform in New York City, which is providing rigorous evidence that these schools are narrowing the educational attainment gap and markedly improve graduation rates, particularly for disadvantaged students. The report received wide attention, including an editorial in the New York Times. - Released final results from Evaluation of Content Literacy Continuum, a whole-school reading reform model. - Published Exploring College and Career Options, a curriculum MDRC developed for Career Academies, a popular high school reform model. - Produced a video about MDRC's College Match program for helping college-ready students in urban high schools apply to and attend more selective colleges, where their chances of graduating are higher. - Conducted evaluations of two programs funded under the U.S. Department of Education's Investing in Innovation (i3) framework - the Success for All program to teach reading to elementary school students, which won a $50 million scale-up award, and Diplomas Now, a high school reform model that is based on the Talent Development program that we studied in Philadelphia several years back, which won a $30 million validation grant. - Continued the evaluations of seven programs in the Edna McConnell Clark Foundation's Social Innovation Fund initiative: BELL Summer Learning, Communities in Schools, Gateway to College Network, Reading Partners, and The Seed Foundation.
4c (Code:   ) (Expenses $ 15,568,262 including grants of $ 506,779 ) (Revenue $ 378,481 )
Health and Barriers to Employment MDRC was originally established to study programs for the "hard-to-employ," Americans who face serious obstacles to finding and keeping steady work. Our very first project, the National Supported Work Demonstration, tested the impact of paid work experience for long-term welfare recipients, ex-offenders, high school dropouts, and substance abusers, and it is still regarded as one of the most comprehensive sources of evidence on employment programs targeted to these groups. Today we are testing tailored interventions for specific hard-to-employ groups - people with work-limiting disabilities; those with physical, mental health, or substance abuse problems; long-term welfare recipients; and reentering prisoners. MDRC has built a portfolio of projects testing innovative strategies to enhance health care services and health outcomes for low-income people, with a particular focus on services for individuals with health- and disability-related barriers to employment. At the same time, we are testing programs for ex-prisoners and low-income people who are dependent on federal disability assistance. In addition, MDRC has a growing portfolio of projects focused on disconnected youth, which includes the Youth Transition Demonstration and evaluations of YouthBuild, the National Guard Youth ChalleNGe program, and Youth Villages. The findings of our new studies as they emerge will dramatically expand the body of knowledge about how to address particular barriers to employment - and how to implement effective programs in the different public assistance, enforcement, and service delivery systems that interact with the hard-to-employ population. Selected highlights from 2013: - Implemented the nation's first Social Impact Bond, an innovative way to fund promising new programs at no cost to taxpayers, with the City of New York, Goldman Sachs, and Bloomberg Philanthropies. MDRC is implementing a cognitive behavioral therapy program for 16- to 18-year-olds detained at New York City's Rikers Island with the goal of reducing the high recidivism rate for this population by focusing on personal responsibility education, training, and counseling. In December, we released a report on lessons learned from the initiative's first 18 months. - For the Edna McConnell Clark Foundation's Social Innovation Fund Initiative, replicating promising programs for disconnected youth in communities around the country. - Published final documents from the TANF/SSI Disability Transition Project, which sought to better understand the relationship between the Temporary Assistance for Needy Families and Supplemental Security Income systems as it relates to welfare applicants and recipients with potential disabilities and to work closely with participating TANF agencies to develop and implement strong pilot tests targeted to that population. - Continued running two major federal projects testing enhanced models of transitional jobs programs for hard-to-employ populations, including former prisoners and noncustodial fathers. - Released encouraging results from an evaluation of LaGuardia Community College's GED Bridge to Health and Business, which received coverage in The Atlantic, New York Times, and Chronicle of Higher Education. Developed a companion video to explain the implications of the findings.
(Code:   ) (Expenses $ 4,186,577 including grants of $ 640,374 ) (Revenue $ 28,108 )
young adults and postsecondary edu
(Code:   ) (Expenses $ 8,991,951 including grants of $ 90,000 ) (Revenue $ 197,352 )
LOW WAGE WORKER & COMMUNITIES
(Code:   ) (Expenses $ 2,551,904 including grants of $   ) (Revenue $   )
INFORMATION DISSEMINATION, PROGRAM DEV
4d Other program services (Describe in Schedule O.)
(Expenses $ 15,730,432 including grants of $ 730,374 ) (Revenue $ 225,460 )
4e Total program service expensesMediumBullet62,039,772
Form 990 (2013)
Form 990 (2013)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule AClick to see attachment........................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors (see instructions)? Click to see attachment...
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part I..........
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part II........
4
 
No
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If "Yes," complete Schedule C,
Part III............................
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part IClick to see attachment........................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part IIClick to see attachment...
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes," complete Schedule D, Part III Click to see attachment....................
8
 
No
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IVClick to see attachment..............
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments? If "Yes," complete Schedule D, Part VClick to see attachment......
10
Yes
 
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10?
If "Yes," complete Schedule D, Part VI.Click to see attachment...................
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIClick to see attachment.......
11b
Yes
 
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIIClick to see attachment.......
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IXClick to see attachment............
11d
 
No
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part XClick to see attachment
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part XClick to see attachment.........................
11f
Yes
 
12a
Did the organization obtain separate, independent audited financial statements for the tax year?
If "Yes," complete Schedule D, Parts XI and XII Click to see attachment.................
12a
Yes
 
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment
12b
 
No
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E....
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States?.....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV.........
14b
 
No
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV...
16
 
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I (see instructions)....
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............
18
 
No
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III...................
19
 
No
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....
20a
 
No
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
 
 
Form 990 (2013)
Form 990 (2013)
Page 4
Part IV
Checklist of Required Schedules (continued)
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II... Click to see attachment
21
Yes
 
22
Did the organization report more than $5,000 of grants or other assistance to individuals in the United States on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........ Click to see attachment
22
 
No
23
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5 about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J....................... Click to see attachment
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a................
24a
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
 
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds?......................
24c
 
 
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
 
25a
Section 501(c)(3) and 501(c)(4) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I........
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I...................
25b
 
No
26
Did the organization report any amount on Part X, line 5, 6, or 22 for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons? If so, complete Schedule L, Part II....................
26
 
No
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part III.........
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L, Part IV ..........................
28a
 
No
b
A family member of a current or former officer, director, trustee, or key employee? If "Yes,"
complete Schedule L, Part IV.....................
28b
 
No
c
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner? If "Yes," complete Schedule L, Part IV...
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..
29
 
No
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M.............
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N,
Part I...........................
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II......................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I........
33
 
No
34
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1........................
34
 
No
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
 
No
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2...
35b
 
 
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2.............
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VI
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Form 990 (2013)
Form 990 (2013)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V ..............
Yes
No
1a
Enter the number reported in Box 3 of Form 1096 Enter -0- if not applicable ..
1a
155
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable .
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................
2a
413
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file (see instructions)
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
Yes
 
b
If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...
3b
Yes
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)?..........................
4a
 
No
b
If "Yes," enter the name of the foreign country: MediumBullet
See instructions for filing requirements for Form TD F 90-22.1, Report of Foreign Bank and Financial Accounts.
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions?...
6a
 
No
b
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?........................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?....................
7a
 
No
b
If "Yes," did the organization notify the donor of the value of the goods or services provided?.....
7b
 
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?...........................
7c
 
No
d
If "Yes," indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?............................
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?............................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?..........................
7h
 
 
8
Sponsoring organizations maintaining donor advised funds and section 509(a)(3) supporting organizations. Did the supporting organization, or a donor advised fund maintained by a sponsoring organization, have excess business holdings at any time during the year?............
8
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
Did the organization make any taxable distributions under section 4966?..........
9a
 
 
b
Did the organization make a distribution to a donor, donor advisor, or related person?.......
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If "Yes," enter the amount of tax-exempt interest received or accrued during the year. ....................
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state?
Note. See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....
13b
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
Form 990 (2013)
Form 990 (2013)
Page 6
Part VI
Governance, Management, and Disclosure For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response or note to any line in this Part VI ..............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year .....................
1a
14
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent ...................
1b
14
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
 
No
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? ...........................
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
 
No
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
 
No
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
 
No
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .........................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
 
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
Yes
 
b
Describe in Schedule O the process, if any, used by the organization to review this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If "No," go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe in Schedule O how this was done.......................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes" to line 15a or 15b, describe the process in Schedule O (see instructions).
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
 
No
b
If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
 
Section C. Disclosure
17
List the States with which a copy of this Form 990 is required to be filedMediumBullet
CA , NY
18
Section 6104 requires an organization to make its Form 1023 (or 1024 if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, physical address, and telephone number of the person who possesses the books and records of the organization:
MediumBulletLORRAINE KARLEN CONTROLLER16 EAST 34TH STNEW YORKNY100164326 (212) 532-3200
Form 990 (2013)
Form 990 (2013)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line in this Part VII ..............
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest
compensated employees; and former such persons.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A)
Name and Title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) Mary Jo Bane........................................................................
Chair
 1.0
.......................   		X           7,000    
(2) Ronald Haskins........................................................................
Director
 1.0
.......................   		X           3,500    
(3) James H Johnson........................................................................
Director
 1.0
.......................   		X           3,000    
(4) Lawrence Katz........................................................................
Director
 1.0
.......................   		X           3,000    
(5) Bridget Terry Long........................................................................
Director
 1.0
.......................   		X           3,000    
(6) Richard J Murnane........................................................................
Director
 1.0
.......................   		X           3,000    
(7) John S Reed........................................................................
Director
 1.0
.......................   		X                
(8) Michael Roster........................................................................
Director
 1.0
.......................   		X                
(9) Cecilia Rouse........................................................................
Director
 1.0
.......................   		X           2,500    
(10) Isabel Sawhill........................................................................
Director
 1.0
.......................   		X           3,000    
(11) Robert Solow........................................................................
Chairman Emeritus
 1.0
.......................   		X           3,500    
(12) Jan Nicholson........................................................................
Director
 1.0
.......................   		X           4,500    
(13) Rudolph Penner........................................................................
Treasurer
 1.0
.......................   		X           4,500    
(14) Josh B McGee........................................................................
Director
 1.0
.......................   		X                
(15) Gordon Berlin........................................................................
President
 35.0
.......................   		    X       421,007   52,083
(16) Jesus M Amadeo........................................................................
Sr. Vice President
 35.0
.......................   		    X       302,548   41,638
(17) Robert J Ivry........................................................................
Sr. Vice President
 35.0
.......................   		    X       295,743   48,350
Form 990 (2013)
Form 990 (2013)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and Title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(18) Barbara Goldman........................................................................
Vice President
 35.0
.......................   		    X       194,460   25,210
(19) Frederick Doolittle........................................................................
Vice President
 35.0
.......................   		    X       238,709   44,779
(20) Sharon L Rowser........................................................................
Vice President
 35.0
.......................   		    X       193,927   39,916
(21) Louise A London........................................................................
Board Secretary
 35.0
.......................   		    X       79,086 0 14,106
(22) James A Riccio........................................................................
policy area director
 35.0
.......................   		        X   196,511   40,217
(23) Howard S Bloom........................................................................
chief social scientist
 35.0
.......................   		        X   279,397   49,549
(24) Charles Michalopoulos........................................................................
Senior Fellow
 35.0
.......................   		        X   195,447   33,942
(25) Anne Fenton........................................................................
Director of Finance
 35.0
.......................   		        X   186,045   25,241
(26) Virginia W Knox........................................................................
policy area director
 35.0
.......................   		        X   194,216   40,526








1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 2,817,596 0 455,557
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organizationMediumBullet83
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............
3
 
No
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such individual...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address 		(B)
Description of services 		(C)
Compensation
mathematica policy research inc, po box 2393PRINCETONNJ08543 RESEARCH SUBCONTRACT 4,005,110
abt associates, 55 wheeler streetCAMBRIDGEMA02138 RESEARCH SUBCONTRACT 2,038,831
Decision Information Resources inc, 2600 Southwest Freeway - Suite 900HOUSTONTX77098 RESEARCH SUBCONTRACT 2,276,910
James Bell Associates inc, 3033 Wilson BlvdHOUSTONTX77098 RESEARCH SUBCONTRACT 1,978,863
The Osborne Association, 809 Westchester AvenueBRONXNY10455 RESEARCH SUBCONTRACT 2,467,465
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet34
Form 990 (2013)
Form 990 (2013)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII .............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512-514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues....1b  
c Fundraising events....1c  
d Related organizations...1d  
e Government grants (contributions)1e 38,658,378
f All other contributions, gifts, grants, and
similar amounts not included above1f 		33,226,351
g Noncash contributions included in lines
1a-1f:$ 		 
h Total. Add lines 1a-1f.......MediumBullet 71,884,729
Program Service RevenueAmt Business Code
2a MANAGEMENT FEES 900099 1,751,626 1,751,626    
b
c
d
e
f All other program service revenue .        
g Total. Add lines 2a–2f........MediumBullet 1,751,626
OtherAmt RevenueAmt 3 Investment income (including dividends, interest, and other similar amounts).......MediumBullet 1,065,008   1,614 1,063,394
4 Income from investment of tax-exempt bond proceeds..MediumBullet 0      
5 Royalties...........MediumBullet 0      
(i) Real (ii) Personal
6a Gross rents    
b Less: rental expenses    
c Rental income or (loss) 0 0
d Net rental income or (loss).......MediumBullet 0      
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 14,259,581  
b Less: cost or other basis and sales expenses 13,828,373  
c Gain or (loss) 431,208  
d Net gain or (loss)..........MediumBullet 431,208     431,208
8a Gross income from fundraising events (not including
$  
of contributions reported on line 1c). See Part IV, line 18 ..
a  
b Less: direct expenses ...b  
c Net income or (loss) from fundraising events..MediumBullet 0    
9a Gross income from gaming activities.
See Part IV, line 19 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from gaming activities...MediumBullet 0      
10a Gross sales of inventory, less
returns and allowances .
a  
b Less: cost of goods sold ..b  
c Net income or (loss) from sales of inventory..MediumBullet 0      
Miscellaneous Revenue Business Code
11a            
b            
c            
d All other revenue ....        
e Total. Add lines 11a–11d ...... MediumBullet 0
12 Total revenue. See Instructions......MediumBullet 75,132,571 1,751,626 1,614 1,494,602
Form 990 (2013)
Form 990 (2013)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).Check if Schedule O contains a response or note to any line in this Part IX ...............
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII. 		(A)
Total expenses 		(B)
Program service expenses 		(C)
Management and general expenses 		(D)
Fundraising expenses
1 Grants and other assistance to governments and organizations in the United States. See Part IV, line 21 3,272,489 3,272,489
2 Grants and other assistance to individuals in the United States. See Part IV, line 22 0  
3 Grants and other assistance to governments, organizations, and individuals outside the United States. See Part IV, lines 15 and 16 0  
4 Benefits paid to or for members 0  
5 Compensation of current officers, directors, trustees, and key employees .... 2,032,062 1,056,629 975,433  
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .... 0      
7 Other salaries and wages 22,657,295 18,382,678 4,252,931 21,686
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 1,219,557 977,559 240,852 1,146
9 Other employee benefits ....... 4,324,205 3,466,150 853,993 4,062
10 Payroll taxes ........... 1,736,269 1,391,740 342,898 1,631
11 Fees for services (non-employees):        
a Management ...... 0      
b Legal ......... 128,399 43,239 85,160  
c Accounting ........... 151,178   151,178  
d Lobbying ........... 0      
e Professional fundraising services. See Part IV, line 17 0  
f Investment management fees ...... 127,700   127,700  
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) ........ 0      
12 Advertising and promotion .... 0      
13 Office expenses ....... 340,453 293,505 46,813 135
14 Information technology ...... 941,218 747,643 193,114 461
15 Royalties .. 0      
16 Occupancy ........... 3,072,001 2,432,430 637,104 2,467
17 Travel ............ 1,427,749 1,289,574 138,020 155
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ...... 0      
19 Conferences, conventions, and meetings .... 311,139 282,879 28,191 69
20 Interest ........... 1,156   1,156  
21 Payments to affiliates ....... 0      
22 Depreciation, depletion, and amortization ..... 613,210 487,217 125,498 495
23 Insurance .............. 178,265 140,648 37,459 158
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a SURVEY/DATA COLLECTION 7,073,541 7,073,541    
b SUBCONTRACTORS 20,161,999 19,339,423 821,801 775
c PARTICIPANT INCENTIVES 186,202 186,202    
d FURNITURE & EQUIPMENT 232,001 184,286 47,601 114
e All other expenses 1,489,950 991,940 496,190 1,820
25 Total functional expenses. Add lines 1 through 24e 71,678,038 62,039,772 9,603,092 35,174
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet if following SOP 98-2 (ASC 958-720).        
Form 990 (2013)
Form 990 (2013)
Page 11
Part X Balance Sheet Check if Schedule O contains a response or note to any line in this Part X ..............
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash–non-interest-bearing ............. 3,424,776 1 2,160,691
2 Savings and temporary cash investments ......... 9,663,300 2 14,601,706
3 Pledges and grants receivable, net ........... 23,329,368 3 31,202,290
4 Accounts receivable, net ............. 0 4 0
5 Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
Schedule L ..................
0 5 0
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions) Complete Part II of Schedule L
0 6 0
7 Notes and loans receivable, net ............. 0 7 0
8 Inventories for sale or use .............. 0 8 0
9 Prepaid expenses and deferred charges .......... 414,691 9 825,960
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 12,775,324
b Less: accumulated depreciation ..... 10b 10,630,998 1,588,562 10c 2,144,326
11 Investments—publicly traded securities .......... 40,857,337 11 41,437,545
12 Investments—other securities. See Part IV, line 11 ..... 9,849,056 12 9,785,659
13 Investments—program-related. See Part IV, line 11 ..... 0 13 0
14 Intangible assets ............... 0 14 0
15 Other assets. See Part IV, line 11 ........... 918,372 15 986,903
16 Total assets. Add lines 1 through 15 (must equal line 34)...... 90,045,462 16 103,145,080
Liabilities 17 Accounts payable and accrued expenses ......... 9,154,192 17 9,445,435
18 Grants payable ................. 3,358,889 18 5,930,000
19 Deferred revenue ................ 0 19 0
20 Tax-exempt bond liabilities ............. 0 20 0
21 Escrow or custodial account liability. Complete Part IV of Schedule D.. 0 21 0
22 Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified
persons. Complete Part II of Schedule L.......... 0 22 0
23 Secured mortgages and notes payable to unrelated third parties .. 0 23 3,980,000
24 Unsecured notes and loans payable to unrelated third parties .... 0 24 0
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part X of Schedule D.................... 576,873 25 960,428
26 Total liabilities. Add lines 17 through 25......... 13,089,954 26 20,315,863
Net Assets or Fund Balance Organizations that follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets .............. 35,399,495 27 36,086,003
28 Temporarily restricted net assets ........... 32,606,013 28 37,793,214
29 Permanently restricted net assets ........... 8,950,000 29 8,950,000
Organizations that do not follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 30 through 34.
30 Capital stock or trust principal, or current funds ........   30  
31 Paid-in or capital surplus, or land, building or equipment fund .....   31  
32 Retained earnings, endowment, accumulated income, or other funds   32  
33 Total net assets or fund balances ........... 76,955,508 33 82,829,217
34 Total liabilities and net assets/fund balances ........ 90,045,462 34 103,145,080
Form 990 (2013)
Form 990 (2013)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI ..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
75,132,571
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
71,678,038
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
3,454,533
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
76,955,508
5
Net unrealized gains (losses) on investments ...............
5
2,419,176
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
 
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B))
10
82,829,217
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line in this Part XII .............
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
 
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133?
3a
Yes
 
b
If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.
3b
Yes
 
Form 990 (2013)
Form 990, Special Condition Description:
Special Condition Description
Additional Data


Software ID:  
Software Version:  
SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ. right arrow See separate instructions.
right arrow Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public
Inspection
Name of the organization
MDRC
 
Employer identification number

23-7379473
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4
5
section 170(b)(1)(A)(iv). (Complete Part II.)
6
7
8
9
receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of
its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses
acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
10
11
e
f
g
(i) A person who directly or indirectly controls, either alone or together with persons described in (ii)
Yes
No
and (iii) below, the governing body of the supported organization? ................
11g(i)
 
No
(ii) A family member of a person described in (i) above? ......................
11g(ii)
 
No
(iii) A 35% controlled entity of a person described in (i) or (ii) above? ................
11g(iii)
 
No
h
Provide the following information about the supported organization(s).
(i) Name of supported organization (ii) EIN (iii) Type of organization (described on lines 1- 9 above or IRC section (see instructions)) (iv) Is the organization in col. (i) listed in your governing document? (v) Did you notify the organization in col. (i) of your support? (vi) Is the organization in col. (i) organized in the U.S.? (vii) Amount of monetary support
Yes No Yes No Yes No
Total  

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .... 73,249,174 60,711,048 50,271,251 57,464,407 71,884,729 313,580,609
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......           0
3 The value of services or facilities furnished by a governmental unit to the organization without charge..           0
4 Total. Add lines 1 through 3 73,249,174 60,711,048 50,271,251 57,464,407 71,884,729 313,580,609
5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f).. 8,416,550
6 Public support. Subtract line 5 from line 4. 305,164,059
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (f) Total
7 Amounts from line 4.. 73,249,174 60,711,048 50,271,251 57,464,407 71,884,729 313,580,609
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... 868,400 855,166 851,725 999,027 1,065,008 4,639,326
9 Net income from unrelated business activities, whether or not the business is regularly carried on..           0
10 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)..           0
11 Total support (Add lines 7 through 10). 318,219,935
12
12
6,665,014
13
First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization, check this box and stop here.................................................right arrow
Section C. Computation of Public Support Percentage
14
14
95.897 %
15
15
93.946 %
16a
b
17a
b
18
Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 9 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .            
2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose......            
3 Gross receipts from activities that are not an unrelated trade or business under section 513..            
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...            
5 The value of services or facilities furnished by a governmental unit to the organization without charge..            
6 Total. Add lines 1 through 5.            
7a Amounts included on lines 1, 2, and 3 received from disqualified persons...            
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.            
c Add lines 7a and 7b..            
8 Public support (Subtract line 7c from line 6.)  
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (f) Total
9 Amounts from line 6...            
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.            
c Add lines 10a and 10b.            
11 Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.            
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.) ..            
13 Total support. (Add lines 9, 10c, 11, and 12.)..            
14
Section C. Computation of Public Support Percentage
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
b
20
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 4
Part IV
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; and Part III, line 12. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Explanation
 
 
 
 
Schedule A (Form 990 or 990-EZ) 2013

Additional Data


Software ID:  
Software Version:  
Schedule B
(Form 990, 990-EZ,
or 990-PF)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors
Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Name of the organization
MDRC
 
Employer identification number

23-7379473
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ





Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......................... Arrow Bullet $  
Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it does not meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2013)

Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
Page 2
Name of organization
MDRC
  		Employer identification number

23-7379473
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
RESTRICTED
RESTRICTED
 

   
RESTRICTED
RESTRICTED
RESTRICTED, RESTRICTEDRESTRICTED

$RESTRICTED


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
Page 3
Name of organization
MDRC
  		Employer identification number

23-7379473
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
Page 4
Name of organization
MDRC
  		Employer identification number

23-7379473
Part III
Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
that total more than $1,000 for the year. Complete columns (a) through (e) and the following line entry.
For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a) No.
from
Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a) No.
from
Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a) No.
from
Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a) No.
from
Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

Additional Data


Software ID:  
Software Version:  
SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," to Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b
SchDMd Bullet Attach to Form 990. SchDMd Bullet See separate instructions. SchDMd Bullet Information about Schedule D (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
MDRC
 
Employer identification number

23-7379473
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" to Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .........    
2 Aggregate contributions to (during year) ...    
3 Aggregate grants from (during year) .....    
4 Aggregate value at end of year ........    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised
funds are the organization's property, subject to the organization's exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be
used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................
Part II
Conservation Easements. Complete if the organization answered "Yes" to Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ....................... 2a  
b Total acreage restricted by conservation easements .................. 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 8/17/06, and not on a historic structure listed in the National Register .................... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during
the tax year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and
enforcement of the conservation easements it holds? .............................
6
Staff and volunteer hours devoted to monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .......................................
9
In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" to Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:
(i)
Revenues included in Form 990, Part VIII, line 1 ........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ..............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 (ASC 958) relating to these items:
a
Revenues included in Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2013

Schedule D (Form 990) 2013
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?........
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" to Form 990,
Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b
If "Yes," explain the arrangement in Part XIII and complete the following table:
Amount
c Beginning balance ................................. 1c  
d Additions during the year .............................. 1d  
e Distributions during the year ............................. 1e  
f Ending balance ................................... 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21? .....................
b
If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ........
Part V
Endowment Funds. Complete if the organization answered "Yes" to Form 990, Part IV, line 10.
(a)Current year (b)Prior year b (c)Two years back (d)Three years back (e)Four years back
1a Beginning of year balance .... 30,199,707 29,049,334 28,752,939 28,033,791 25,833,551
b Contributions ........          
c Net investment earnings, gains, and losses 2,937,144 2,249,733 1,416,573 1,885,338 3,336,798
d Grants or scholarships .....          
e Other expenditures for facilities
and programs ........ 		1,143,566 1,099,360 1,120,178 1,166,190 1,136,558
f Administrative expenses ....          
g End of year balance ...... 31,993,285 30,199,707 29,049,334 28,752,939 28,033,791
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet33.128 %
b
Permanent endowment SchDMd Bullet27.975 %
c
Temporarily restricted endowment SchDMd Bullet38.897 %
The percentages in lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) unrelated organizations ........................
3a(i)
 
No
(ii) related organizations ........................
3a(ii)
 
No
b
If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11a. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis (investment) (b)Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .................      
b Buildings ................        
c Leasehold improvements ............   2,172,549 1,057,400 1,115,149
d Equipment ................   10,602,775 9,573,598 1,029,177
e Other .................        
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).).......SchDMdBullet 2,144,326
Schedule D (Form 990) 2013

Schedule D (Form 990) 2013
Page 3
Part VII
Investments—Other Securities. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11b. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)		 (b)Book value (c) Method of valuation:
Cost or end-of-year market value
(1)Financial derivatives    
(2)Closely-held equity interests    
Other








Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet 0
Part VIII
Investments—Program Related. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
(a) Description of investment (b) Book value (c) Method of valuation:
Cost or end-of-year market value








Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value








Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet  
Part X
Other Liabilities. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
Federal income taxes 0
DEFERRED RENT 960,428








Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 960,428
2. Liability for uncertain tax positions In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII ..................................................
Schedule D (Form 990) 2013

Schedule D (Form 990) 2013
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return Complete if the organization answered 'Yes' to Form 990, Part IV, line 12a.
1 Total revenue, gains, and other support per audited financial statements ....... 1 77,424,047
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains on investments .......... 2a 2,419,176
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d ..................... 2e 2,419,176
3 Subtract line 2e from line 1..................... 3 75,004,871
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a 127,700
b Other (Describe in Part XIII.) ........... 4b  
c Add lines 4a and 4b....................... 4c 127,700
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5 75,132,571
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' to Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements ........... 1 71,550,338
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities .......... 2a  
b Prior year adjustments .............. 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d...................... 2e  
3 Subtract line 2e from line 1..................... 3 71,550,338
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a 127,700
b Other (Describe in Part XIII.) ............ 4b  
c Add lines 4a and 4b....................... 4c 127,700
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5 71,678,038
Part XIII
Supplemental Information
Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b;
Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Return Reference Explanation
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 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 FIN 48 (ASC 740) MDRC adopted ASC 740-10 as of January 1, 2009. ASC 740-10 clarifies the accounting for uncertainy in tax positions taken or expected to be taken in a tax return, including issues relating to finanical statement recognition and measurement. This section 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 challeged 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 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. The tax years ending 2010, 2011, 2012 and 2013 are still open to audit for both federal and state purposes. The adoption of ASC 740-10 did not have a material impact on MDRC's financial statements.
Schedule D (Form 990) 2013

Additional Data


Software ID:  
Software Version:  




Schedule I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," to Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990
lBullet Information about Schedule I (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public
Inspection
Name of the organization
MDRC
 
Employer identification number
23-7379473
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ....................................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Governments and Organizations in the United States. Complete if the organization answered "Yes" to
Form 990, Part IV, line 21, for any recipient that received more than $5,000. Part II can be duplicated if additional space is needed.
(a) Name and address of organization
or government		 (b) EIN (c) IRC Code section
if applicable		 (d) Amount of cash grant (e) Amount of non-cash
assistance		 (f) Method of valuation
(book, FMV, appraisal,
other)		 (g) Description of
non-cash assistance		 (h) Purpose of grant
or assistance
(1) BOROUGH OF MANHATTAN COMMUNITY COLLEGE FDN
199 CHAMBERS STREET
NEW YORK,NY10007 		51-0187969 501(c)(3) 141,000       RESTRICTED PURPOSE
(2) UNIVERSITY OF NEW MEXICO
MSC 01 1447 1 UNIVERSITY OF NEW MEX
ALBUQUERQUE,NM87131 		85-6000642 501(c)(3) 40,583       RESTRICTED PURPOSE AWARD
(3) HILLSBOROUGH COUNTY PUBLIC SCHOOLS
5410 20TH Street
Tampa,FL33610 		59-6000660 501(c)(3) 40,000       RESTRICTED PURPOSE AWARD
(4) Los Angeles Unifies School
333 South Beaudry Ave
Los Angeles,CA90017 		95-6001908 501(C)(3) 30,000       RESTRICTED PURPOSE AWARD
(5) COMM IN SCHOOLS OF CHARLESTON
600 EAST 5TH STREET
CHARLOTTE,NC28202 		58-1661795 501(c)(3) 50,000       RESTRICTED PURPOSE AWARD
(6) COMM IN SCHOOLS OF SAN ANTONIO
1616 E COMMERCE STREET
BUILDING 1
SAN ANTONIO,TX78205 		74-2393714 501(c)(3) 20,000       RESTRICTED PURPOSE AWARD
(7) COMM IN SCHOOLS OF CAPE FEAR
20 NORTH 4TH STREET
WILMINGTON,NC28401 		20-3385755 501(c)(3) 7,750       RESTRICTED PURPOSE AWARD
(8) DC PUBLIC EDUCATION FUND
1534 14TH STREET NW
WASHINGTON,DC20005 		26-1607955 501(c)(3) 20,000       RESTRICTED PURPOSE AWARD
(9) EAST BATON ROUGE PARISH
1050 SOUTH FOSTER DRIVE
BATON ROUGE,LA70806 		71-6000353 501(c)(3) 30,000       RESTRICTED PURPOSE AWARD
(10) EXCEL HIGH SCHOOL
95 G STREET
SOUTH BOSTON,MA02127 		04-6001380 501(c)(3) 10,000       RESTRICTED PURPOSE AWARD
(11) GATEWAY TO COLLEGE EARLY
4800 MAGNOLIA AVENIE
RIVERSIDE,CA92506 		20-1474086 501(c)(3) 10,000       RESTRICTED PURPOSE AWARD
(12) LAKE WASHINGTON INSTITUTE
11605 132ND AVENUE NE
KIRKLAND,WA98034 		91-1523302 501(c)(3) 10,000       RESTRICTED PURPOSE AWARD
(13) LILLA G FREDERICK MIDDLE SCHOOL
270 COLUMBIA ROAD
DORCHESTER,MA02121 		04-6001380 501(c)(3) 10,000       RESTRICTED PURPOSE AWARD
(14) MIAMI NORLAND SENIOR HIGH SCHOOL
1050 NW 195TH STREET
MIAMI,FL33169 		59-6000572 501(c)(3) 10,000       RESTRICTED PURPOSE AWARD
(15) MICHIGAN SEPT OD HUMAN SERVICES
235 S GRAND AVENUE
LANSING,MI48909 		38-6000134 501(c)(3) 25,000       RESTRICTED PURPOSE AWARD
(16) NORTH MIAMI MIDDLE SCHOOL
700 NE 137TH STREET
MIAMI,FL33161 		59-6000572 501(c)(3) 10,000       RESTRICTED PURPOSE AWARD
(17) PUEBLO COMMUNITY COLLEGE
900 WEST ORMAN AVENUE
PUEBLO,CO81004 		38-3721881 501(c)(3) 10,000       RESTRICTED PURPOSE AWARD
(18) RESEARCH FOUNDATION OF CUNY
222-05 56TH ANENUE
BAYSIDE,NY11364 		13-1988190 501(c)(3) 400,586       RESTRICTED PURPOSE AWARD
(19) SINCLAIR COMMUNITY COLLEGE
444 WEST THIRD STREET
DAYTON,OH45402 		31-0723444 501(c)(3) 18,017       RESTRICTED PURPOSE AWARD
(20) SNYDER UNION MIFFIN CHILDREN
14 S 11TH STREET
MIFFINBURG,PA17844 		23-1706558 501(c)(3) 15,000       RESTRICTED PURPOSE AWARD
(21) TARRANT COUNTY COLLEGE
1500 HOISTON STREET
FORT WORTH,TX76102 		75-1217163 501(c)(3) 20,000       RESTRICTED PURPOSE AWARD
(22) NYC PUBLIC SCHOOLS
50 Jefferson Avenue
Brooklyn,NY12216 		13-6400434 501(c)(3) 126,000       RESTRICTED PURPOSE AWARD
(23) PARENTING PLACE
1899 Gentry Memorial Highway
Easley,SC29640 		57-0943670 501(c)(3) 15,000       RESTRICTED PURPOSE AWARD
(24) PARENTS AS TEACHERS
KCK PS 2010 N 59th Street
Kansas City,KS66104 		48-6031181 501(c)(3) 15,000       RESTRICTED PURPOSE AWARD
(25) PARTNERSHIP FOR COMMUNITY
Action 815 Park North Blvd
Clarkson,GA30021 		58-6049575 501(c)(3) 15,000       RESTRICTED PURPOSE AWARD
(26) PARTNERSHIP FOR MATERNAL
50 Park Place - Suite 700
Newark,NJ07102 		52-1815234 501(c)(3) 30,000       RESTRICTED PURPOSE AWARD
(27) PIMA COMMUNITY COLLEGE
4905B East Broadway - Room 204
Tucson,AZ85709 		86-0208787 501(c)(3) 145,000       RESTRICTED PURPOSE AWARD
(28) PREVENT CHILD ABUSE ATHEN
1551 Jennings Mill Road
Bogart,GA30622 		58-1775882 501(c)(3) 15,000       RESTRICTED PURPOSE AWARD
(29) ROBESON HIGH SCHOOL
6835 South Normal Blvd
Chicago,IL60621 		36-6005821 501(c)(3) 10,000       RESTRICTED PURPOSE AWARD
(30) ROBINS NEST INC
42 S Delsea Drive
Glassboro,NJ08028 		23-7001477 501(c)(3) 30,000       RESTRICTED PURPOSE AWARD
(31) SAGINAW INTERMEDIATE SCHOOL
6235 Gratiot Road
Saginaw,MI48938 		38-1708761 501(c)(3) 15,000       RESTRICTED PURPOSE AWARD
(32) SCHOOL DISTRICT OF PHILAD
440 North Broad Street
Philadephia,PA19130 		23-6004102 501(c)(3) 30,000       RESTRICTED PURPOSE AWARD
(33) SCHOOL DISTRICT U-46
355 East Chicago Street
Elgin,IL60120 		36-6004736 501(c)(3) 15,000       RESTRICTED PURPOSE AWARD
(34) SIOUXLAND DISTRICT HEALTH
Dept 1014 Nebraska Street
Sioux City,IA51195 		42-6005221 501(c)(3) 17,900       RESTRICTED PURPOSE AWARD
(35) SOUTHEAST KANSAS COMMUNITY
401 North Sinnet Street
PO Box 128
Girard,KS66743 		48-0725078 501(c)(3) 15,000       RESTRICTED PURPOSE AWARD
(36) SOUTHEAST KANSAS EDUCATION
Service Center
PO Box 189
Girard,KS66743 		48-0844933 501(c)(3) 15,000       RESTRICTED PURPOSE AWARD
(37) SOUTHERN NEVADA HEALTH
330 South Valley View Blvd
Las Vegas,NV89127 		88-0151573 501(c)(3) 18,500       RESTRICTED PURPOSE AWARD
(38) SOUTHERN NEW JERSEY PERIN
2500 McClellan Avenue
Pennsauken,NJ08109 		22-2371223 501(c)(3) 15,000       RESTRICTED PURPOSE AWARD
(39) ST FRANCIS COMMUNITY CENTER
4700 Long Beach Blvd
Long Beach Township,NJ08008 		22-2003458 501(c)(3) 15,000       RESTRICTED PURPOSE AWARD
(40) TACOMA-PIERCE COUNTY
3629 S D Street
Tacoma,WA98418 		91-1488160 501(c)(3) 15,400       RESTRICTED PURPOSE AWARD
(41) TAFOLLA MIDDLE SCHOOL
1303 W Durango Blvd
San Antonio,TX78207 		74-6002167 501(c)(3) 10,000       RESTRICTED PURPOSE AWARD
(42) TARRANT COUNTY HOUSING
2100 Circle Drive
Fort Worth,TX76119 		75-6001170 501(c)(3) 10,000       RESTRICTED PURPOSE AWARD
(43) TRI-COUNTY CHILD AND FAMILY
PO Box 1050
Waterloo,IA50704 		42-1020922 501(c)(3) 15,000       RESTRICTED PURPOSE AWARD
(44) TURNER USD #202
800 S 55th Street
Kansas City,KS66106 		48-0679018 501(c)(3) 15,000       RESTRICTED PURPOSE AWARD
(45) UNIFIED GOVERNMENT TRESUARY
619 Ann Avenue
Kansas City,KS66101 		48-1194075 501(c)(3) 15,000       RESTRICTED PURPOSE AWARD
(46) UNIFIED SCHOOL DISTRICT #445
615 Ellis Street
Coffeyville,KS67337 		48-0698616 501(c)(3) 15,000       RESTRICTED PURPOSE AWARD
(47) UNITED WAY OF CENTRAL JERSEY
32 Ford Avenue
Milltown,NJ08850 		22-1520408 501(c)(3) 15,000       RESTRICTED PURPOSE AWARD
(48) UNIVERSITY OF KANSAS MEDICAL
2385 Irving Hill Road
Lawerence,KS66045 		48-1108830 501(c)(3) 15,000       RESTRICTED PURPOSE AWARD
(49) UPPER DES MOINES
101 Robins Street
Graettinger,IA51342 		42-0923424 501(c)(3) 15,000       RESTRICTED PURPOSE AWARD
(50) VISITING NURSE ASSOCIATION
176 Riverside Avenue
Red Bank,NJ07701 		21-0639369 501(c)(3) 15,000       RESTRICTED PURPOSE AWARD
(51) VNA HEALTH CARE
400 N Highland Avenue
Aurora,IL60506 		36-2182095 501(c)(3) 15,000       RESTRICTED PURPOSE AWARD
(52) WEST CENTRAL COMMUNITY AC
Action PO Box 709
Harlan,IA51537 		42-0919214 501(c)(3) 15,000       RESTRICTED PURPOSE AWARD
(53) WOMEN TREATMENT CENTER
140 North Ashland Avenue
Chicago,IL60607 		36-3682166 501(c)(3) 15,000       RESTRICTED PURPOSE AWARD
(54) YAKIMA VALLEY MEMORIAL
Hospital 2811 Tieton Drive
Yakima,WA98902 		91-0567263 501(c)(3) 15,000       RESTRICTED PURPOSE AWARD
(55) MIAMI CENTRAL SENIOR HIGH
1781 NW 95th Street
Miami,FL33147 		65-0093213 501(c)(3) 10,000       RESTRICTED PURPOSE AWARD
(56) MORENO VALLEY UNIFIED SCHOOL
25634 Alessandro Blvd
Moreno Valley,CA92553 		52-1770792 501(c)(3) 30,000       RESTRICTED PURPOSE AWARD
(57) NEXT DOOR FOUNDATION
2545 North 29th Avenue
Milwaukee,WI53210 		39-1162969 501(c)(3) 15,000       RESTRICTED PURPOSE AWARD
(58) NFP ESSES - YOUTH CONSULT
60 Evergreen Place
East Orange,NJ07018 		22-1487560 501(c)(3) 15,000       RESTRICTED PURPOSE AWARD
(59) NORTH MIAMI SENIOR HIGH
13100 NE 8th Avenue
North Miami,FL33161 		59-6000572 501(c)(3) 10,000       RESTRICTED PURPOSE AWARD
(60) AUNT MARTHS'S YOUTH SERVICE
Service Center 702 N Logan Avenue
Danville,IL61823 		23-7188150 501(c)(3) 15,000       RESTRICTED PURPOSE AWARD
(61) BERRIEN COUNTY HEALTH DEP
769 Pipestone Road
Benton Harbor,MI19022 		38-6000024 501(c)(3) 15,000       RESTRICTED PURPOSE AWARD
(62) BOARD OF REGENTS NEVADA
1664 North Virginia Street
Reno,NV89557 		88-6000024 501(c)(3) 15,000       RESTRICTED PURPOSE AWARD
(63) BROWARD COUNTY PUBLIC
600 SE Third Avenue
Fort Lauderdale,FL33301 		59-6000530 501(c)(3) 262,436       RESTRICTED PURPOSE AWARD
(64) CARING FOR KIDS
31 East Mechanic Street
Cape May,NJ08210 		22-3796155 501(c)(3) 15,000       RESTRICTED PURPOSE AWARD
(65) CATHOLIC FAMILY & CHILD
5301 Tieton Drive Suite C
Yakima,WA98908 		91-1370404 501(c)(3) 15,000       RESTRICTED PURPOSE AWARD
(66) CHATHOLIC CHARITIES WEST M
40 Jefferson Avenue SE
Grand Rapids,MI49503 		38-3012473 501(c)(3) 15,000       RESTRICTED PURPOSE AWARD
(67) CENTRAL JERSEY FAMILY
2 King Arthur Coury Suite B
North Brunswick,NJ08902 		22-3197191 501(c)(3) 15,000       RESTRICTED PURPOSE AWARD
(68) CHILDSERV
8765 W Higgins Road
Chicago,IL60631 		36-2171716 501(c)(3) 15,000       RESTRICTED PURPOSE AWARD
(69) CITY AND COUNTY OF SFO
Dept of Human Serv
PO Box 7988
San Francisco,CA94120 		94-6000417 501(c)(3) 23,193       RESTRICTED PURPOSE AWARD
(70) COASTAL COALITION FOR CHILDREN
Chikdren Inc 2311 Heron Street
Brunswick,GA31520 		58-1497814 501(c)(3) 15,000       RESTRICTED PURPOSE AWARD
(71) COLUMBUS CITY SCHOOL DISTRICT
6655 Sharon Woods Blvd
Columbus,OH43229 		58-1097948 501(c)(3) 30,000       RESTRICTED PURPOSE AWARD
(72) COLUMBUS CONSOLIDATION GOV
Government 100 10th Street
Columbus,GA31901 		58-1097948 501(c)(3) 15,000       RESTRICTED PURPOSE AWARD
(73) COMMUNITY ACTION AGENCY CO
2700 Leech Avenue
Sioux City,IA51106 		42-0989589 501(c)(3) 15,400       RESTRICTED PURPOSE AWARD
(74) CONNELL MIDDLE SCHOOL
400 Hot Wells Blvd
San Antonio,TX78223 		74-6002167 501(c)(3) 10,000       RESTRICTED PURPOSE AWARD
(75) COUNTY OF FRESON
Dept of Public Health
PO Box 11867
Frenno,CA93775 		94-6000512 501(c)(3) 15,000       RESTRICTED PURPOSE AWARD
(76) COUNTY OF SACRAMENTO
7001-A East Parkway
Sacramento,CA95823 		94-6000529 501(c)(3) 15,000       RESTRICTED PURPOSE AWARD
(77) COUNTY OF SAN DIEGO
Health and Human Services
PO Box 122028
San Diego,CA92112 		95-6000934 501(c)(3) 15,000       RESTRICTED PURPOSE AWARD
(78) DANE COUNTY PARENT COUNCIL
2096 Red Arrow Trail
Madison,WI53711 		39-1418945 501(c)(3) 15,000       RESTRICTED PURPOSE AWARD
(79) DANVILLE SCHOOL DISTRICT
516 N Jackson Street
Danville,IL61832 		37-6004781 501(c)(3) 15,000       RESTRICTED PURPOSE AWARD
(80) DECATUR PUBLIC SCHOOL #61
101 Cerro Gordo Street
Decatur,IL62523 		37-6003703 501(c)(3) 17,500       RESTRICTED PURPOSE AWARD
(81) DEERFIELD BEACH HOUSING
533 S Dixie Highway
Deerfield Beach,FL33441 		59-1823378 501(c)(3) 10,000       RESTRICTED PURPOSE AWARD
(82) DES MOINES AREA COMMUNITY
801 University Avenue
Des Moines,IA50314 		42-0926354 501(c)(3) 20,000       RESTRICTED PURPOSE AWARD
(83) DETROIT PUBLIC SCHOOL
3011 W Grand Blvd
Detroit,MI48202 		38-6019629 501(c)(3) 30,000       RESTRICTED PURPOSE AWARD
(84) EAST CENTRAL ILLINOIS COMMUNITY
Action Agency 56 N Vermilion
Danville,IL61832 		37-0876327 501(c)(3) 15,000       RESTRICTED PURPOSE AWARD
(85) FAMILY & CHILDREN RESOURCES
201 West Walnut Street
Green Bay,WI54303 		26-3004541 501(c)(3) 15,000       RESTRICTED PURPOSE AWARD
(86) FAMILY FOCUS INC
310 South Peoria Street
Chicago,IL60607 		36-2884042 501(c)(3) 30,000       RESTRICTED PURPOSE AWARD
(87) FAMILY FUTURES
678 Front Avenue
Grand Rapids,MI49504 		38-2605028 501(c)(3) 15,000       RESTRICTED PURPOSE AWARD
(88) FAMILY SERVICES OF NORTHERN
300 Crooks Street
Green Bay,WI54301 		39-0803730 501(c)(3) 15,000       RESTRICTED PURPOSE AWARD
(89) FAMILY SUPPORT COUNCIL
Parents as Teachers
PO Box 1707
Dalton,GA30722 		58-1667920 501(c)(3) 30,000       RESTRICTED PURPOSE AWARD
(90) FIRST STEP FAMILY SUPPORT
Support Center
PO Box 249
Dalton,GA30722 		91-0897485 501(c)(3) 15,000       RESTRICTED PURPOSE AWARD
(91) FLORENCE CRITTON HOME
Of Sioux City
Iowa PO Box 295
Sioux City,IA51102 		42-0698246 501(c)(3) 15,000       RESTRICTED PURPOSE AWARD
(92) FORT WORTH HOUSING AUTHORITY
1201 E 13th Street
Fort Worth,TX76102 		75-6001818 501(c)(3) 10,000       RESTRICTED PURPOSE AWARD
(93) HEALTHY HOMES
45104 10th Street
Lanchaster,CA93534 		47-0957404 501(c)(3) 18,500       RESTRICTED PURPOSE AWARD
(94) HENRY BOOTH HOUSE
2907 S Wabash Avenue
Chicago,IL60616 		36-2171681 501(c)(3) 15,000       RESTRICTED PURPOSE AWARD
(95) HOUSING AUTHORITY LA
520 S Lafayette Park Place
Los Angeles,CA90057 		95-6001623 501(c)(3) 20,000       RESTRICTED PURPOSE AWARD
(96) HOUSING AUTHORITY OF Alam
1489 Salmon Way
Hayward,CA94544 		94-2784334 501(c)(3) 10,000       RESTRICTED PURPOSE AWARD
(97) HOUSING AUTHORITY RIVERSIDE
5555 Arlington Avenue
Riverside,CA92504 		95-6001631 501(c)(3) 10,000       RESTRICTED PURPOSE AWARD
(98) HOUSING OPPORTUNITIES COM
10400 Detrick Avenue
Kensington,MD20895 		52-0859090 501(c)(3) 20,000       RESTRICTED PURPOSE AWARD
(99) KANE COUNTY HEALTH DPT
1240 N Highland Avenue
Aurora,IL60506 		36-6006585 501(c)(3) 15,000       RESTRICTED PURPOSE AWARD
(100) KANSAS CHILDREN SERVICES
1365 North Custer
Wichita,KS67203 		48-0543749 501(c)(3) 15,000       RESTRICTED PURPOSE AWARD
(101) KENT COUNTY HEALTH DEPT
700 Fuller Avenue
Grand Rapids,MI49503 		38-6004862 501(c)(3) 15,000       RESTRICTED PURPOSE AWARD
(102) KERN COUNTY PUBLIC HEALTH
1800 Mount Vernon Avenue
Bakerifeld,CA93306 		95-6000925 501(c)(3) 15,000       RESTRICTED PURPOSE AWARD
(103) KEYSTONE SERVICE SYSTEM
3700 Vartan Way
Harrisburg,PA17110 		23-1915567 501(c)(3) 17,500       RESTRICTED PURPOSE AWARD
(104) KING COUNTY OFFICE OF
610 King County
Seattle,WA98104 		91-6001327 501(c)(3) 15,000       RESTRICTED PURPOSE AWARD
(105) LA AREA CHAMBER OF COMMERCE
350 South Bixel
Los Angeles,CA90017 		95-2597392 501(c)(3) 212,000       RESTRICTED PURPOSE AWARD
(106) LANIER HIGH SCHOOL
1541 W Cesar E Chavez Blvd
San Antonio,TX78207 		74-6002167 501(c)(3) 10,000       RESTRICTED PURPOSE AWARD
(107) LITTLE RED SCHOOL HOUSE
14 E Casino Road
Everett,WA98208 		91-6053563 501(c)(3) 15,000       RESTRICTED PURPOSE AWARD
(108) LORAIN COUNTY COMM COLLEGE
1005 Abbe Road North
Elyria,OH44035 		34-0930167 501(c)(3) 19,774       RESTRICTED PURPOSE AWARD
(109) LOS ANGELES DEPT OF PUBLIC
5555 Ferguson Drive
Commerce,CA90044 		23-7379473 501(c)(3) 15,000       RESTRICTED PURPOSE AWARD
(110) LUTHERAN SERVICES IN IOWA
3125 Cottage Grove
Des Moines,IA50311 		42-0698267 501(c)(3) 75,000       RESTRICTED PURPOSE AWARD
(111) LYCOMING-CLINTON COUNTIES
2138 Lincoln Street
Williamsport,PA17701 		23-1668784 501(c)(3) 15,000       RESTRICTED PURPOSE AWARD
(112) MACON COUNTY HEALTH DEPT
1221 E Condit street
Decatur,IL62521 		37-1224992 501(c)(3) 15,000       RESTRICTED PURPOSE AWARD
(113) MADISON MIDDLE SCHOOL
3400 NW 87th Street
Miami,FL33147 		59-6000572 501(c)(3) 10,000       RESTRICTED PURPOSE AWARD
(114) MERCER STREET FRIENDS
7 Dunmore Avenue
Ewing,NJ08618 		21-0733990 501(c)(3) 15,000       RESTRICTED PURPOSE AWARD
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................ Bullet Image
114
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2013

Schedule I (Form 990) 2013
Page 2
Part III
Grants and Other Assistance to Individuals in the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.
(a)Type of grant or assistance (b)Number of
recipients		 (c)Amount of
cash grant		 (d)Amount of
non-cash assistance		 (e)Method of valuation (book,
FMV, appraisal, other)		 (f)Description of non-cash assistance












Part IV
Supplemental Information. Provide the information required in Part I, line 2, Part III, column (b), and any other additional information.
Return Reference Explanation
PART IV LINE 2 MDRC MONITORS USE OF FUNDS AWARDED THROUGH A COMBINATION OF FINANCIAL REPORTiNG, PROGRAMMATIC REPORTING, SITE VISITS, AND AUDITS. EACH RECIPIENT SIGNS AN AGREEMENT WITH MDRC WHICH SPECIFIES THE RESTRICTED PURPOSE AND PERIOD OF THE AWARD, A PAYMENT SCHEDULE, AND A REPORTING SCHEDULE FOR FINANCIAL AND PROGRAMMATIC REPORTS. MDRC FINANCE AND PROGRAMMATIC STAFF PERFORM A COORDINATED REVIEW OF REPORTS SUBMITTED TO ENSURE COMPLIANCE WITH THE TERMS OF THE AWARD. PROGRAMMATIC STAFF COMMUNICATE FREQUENTLY WITH RECIPIENTS REGARDING THE RESEARCH ACTIVITIES BEING FUNDED AND MAKE PERIODIC SITE VISITS TO THE RECIPIENT. IN ADDITION, FINANCE STAFF AT MDRC REVIEW AUDIT REPORTS OF RECIPIENTS AND PERIODICALLY PERFORM ON-SITE FINANCIAL REVIEWS.
Schedule I (Form 990) 2013


Additional Data


Software ID:  
Software Version:  


Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" to Form 990, Part IV, line 23.
SchJMediumBullet Attach to Form 990. SchJMediumBullet See separate instructions.
SchJMediumBullet Information about Schedule J (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
MDRC
 
Employer identification number

23-7379473
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed in Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes in line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain....
1b
 
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked in line 1a? ..
2
 
 
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed in Form 990, Part VII, Section A, line 1a with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? ................
4a
 
No
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
 
No
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3) and 501(c)(4) organizations only must complete lines 5-9.
5
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ...........................
5a
 
No
b
Any related organization? .........................
5b
 
No
If "Yes," to line 5a or 5b, describe in Part III.
6
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ...........................
6a
 
No
b
Any related organization? .........................
6b
 
No
If "Yes," to line 6a or 6b, describe in Part III.
7
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization provide any non-fixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
Yes
 
8
Were any amounts reported in Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III .............................
8
 
No
9
If "Yes" to line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2013

Schedule J (Form 990) 2013
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported in Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.
(A) Name and Title (B) Breakdown of W-2 and/or 1099-MISC compensation (C) Retirement and other deferred compensation (D) Nontaxable
benefits		 (E) Total of columns
(B)(i)-(D) 		(F) Compensation
reported as deferred
in prior Form 990
(i) Base compensation (ii) Bonus & incentive compensation (iii) Other reportable compensation
(1)Gordon BerlinPresident (i)
(ii)		 386,651
  		30,000
  		4,356
  		23,354
0 		28,729
0 		473,090
0 		 
 
(2)Jesus M AmadeoSr. Vice President (i)
(ii)		 281,234
  		12,500
  		8,814
  		23,354
0 		18,284
0 		344,186
0 		 
 
(3)Robert J IvrySr. Vice President (i)
(ii)		 278,523
  		7,500
  		9,720
  		23,354
0 		24,996
0 		344,093
0 		 
 
(4)Barbara GoldmanVice President (i)
(ii)		 186,187
  		500
  		7,773
  		15,345
0 		9,865
0 		219,670
0 		 
 
(5)Frederick DoolittleVice President (i)
(ii)		 218,327
  		12,000
  		8,382
  		19,549
0 		25,230
0 		283,488
0 		 
 
(6)Sharon L RowserVice President (i)
(ii)		 183,887
  		5,000
  		5,040
  		15,271
0 		24,645
0 		233,843
0 		 
 
(7)James A Ricciopolicy area director (i)
(ii)		 183,953
  		10,000
  		2,558
  		15,272
0 		24,945
0 		236,728
0 		 
 
(8)Howard S Bloomchief social scientist (i)
(ii)		 261,015
  		10,000
  		8,382
  		23,354
0 		26,195
0 		328,946
0 		 
 
(9)Charles MichalopoulosSenior Fellow (i)
(ii)		 188,527
  		5,000
  		1,920
  		15,689
0 		18,253
0 		229,389
0 		 
 
(10)Anne FentonDirector of Finance (i)
(ii)		 183,503
  		 
  		2,542
  		15,185
0 		10,056
0 		211,286
0 		 
 
(11)Virginia W Knoxpolicy area director (i)
(ii)		 183,330
  		10,000
  		886
  		15,197
0 		25,329
0 		234,742
0 		 
 
Schedule J (Form 990) 2013

Schedule J (Form 990) 2013
Page 3
Part III
Supplemental Information
Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II.
Also complete this part for any additional information.
Return Reference Explanation
Part I, Line 7 The procedures used for determining bonus payouts to individuals listed in the Form 990, Part VII, are described in Schedule O, Part VI, Line 15 narrative.
Schedule J (Form 990) 2013

Additional Data


Software ID:  
Software Version:  
SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
MediumBullet Information about Schedule O (Form 990 or 990-EZ) and its instructions is at
www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public
Inspection
Name of the organization
MDRC
 
Employer identification number

23-7379473
Return Reference Explanation
Part III Other Program Services Young Adults and Postsecondary Education According to the U.S. Census Bureau, individuals who have a bachelor's degree will earn about $2.1 million over their lifetimes - about one-third more than those who start but do not complete college and nearly twice as much as those who only have a high school diploma. Additionally, college graduates are more likely to be employed: high school dropouts are five times as likely to be unemployed today as workers with degrees. Although the U.S. Department of Labor forecasts that 70 percent of all new jobs will require a postsecondary credential, 60 million adults currently lack one. Access to higher education has been greatly expanded since the mid-1960s. Unfortunately, rates of persistence and credential completion in remain distressingly low, particularly at community colleges - where only one third of all students who enter with the intention of earning a degree or certificate actually meet this goal within six years. The reasons behind this problem are myriad: some have to do with the students themselves (for instance, a lack of adequate preparation in the K-12 system and the challenge of balancing work, family, and school responsibilities) and others are the result of institutional or policy constraints (for instance, insufficient advising and financial aid, uncertainty over how to teach basic skills to adults, and constraints in course offerings and inflexible scheduling). Policymakers and the philanthropic sector have focused new efforts on increasing student persistence and achievement in postsecondary education. For example, the Obama Administration has set a goal for the nation of once again having the highest proportion of college graduates in the world by 2020, and Lumina Foundation for Education is seeking to increase the proportion of Americans with "high-quality" degrees and credentials to 60 percent by the year 2025. Since the launch of its Opening Doors Demonstration in the early 2000s, MDRC has been at the forefront of developing and evaluating strategies to help students succeed, particularly students at community colleges and nonselective four-year institutions. Our current research agenda focuses on the following interventions: - revisions to financial aid policies and information to help students pay for college and associated expenses; - improvements in guidance counseling and other support services to help students plan their courses wisely and overcome problems that interfere with school; - improvement of developmental education in the form of accelerated programs, support services, and mentoring programs to get students to master basic skills and move on to college-level courses; - institutional reform, including efforts to help community colleges make better use of student records and other data to improve instruction and services to help more students succeed; and - learning communities or "linked courses" to help students become more engaged in their studies and pass developmental level courses at higher rates. Selected highlights from 2013: - Published findings from MDRC's study of CUNY's innovative and comprehensive Accelerated Study in Associate Programs (ASAP), showing large effects on among developmental students, which received prominent coverage in the Atlantic and the New York Times. - Published interim results from sites in the Performance-Based Scholarship Demonstration. - Evaluating the Gates Foundation's signature Completion by Design Initiative. - Launched a demonstration of a new financial aid reform, Aid like a paycheck, which pays Pell grants incrementally. Also published a policy brief on the potential policy implications of the reform. Cited by the Chronicle of Higher Education as an important influence on President Obama's proposals to control college costs. Low-Wage Workers and Communities Long regarded as a leading investigator of policies to improve the lives of families on welfare, MDRC is bringing its program development skills and reputation for methodological rigor to the challenge of learning how best to improve the economic health of low-income workers and communities. In a focused portfolio of projects, we are investigating strategies to "make work pay" - providing financial supports that build a safety net around work while continuing to encourage employment - and initiatives to help low-income people find more stable jobs, advance in the labor market, and achieve long-term self-sufficiency. Our studies are among the largest and most rigorous evaluations of such interventions in the country. The concentration of poverty - and an associated lack of access to good jobs, affordable housing, quality goods and services, and economic and political resources - presents special challenges for improving the prospects of residents of low-income neighborhoods. MDRC has evaluated a number of "place-based" projects that addressed urban poverty and joblessness. Most notable of these was our Jobs-Plus initiative, a significant employment program undertaken inside some of the nation's poorest inner-city housing projects. Based on the positive findings from Jobs-Plus, we are replicating the program in two cities in a Social Innovation Fund initiative with the Mayor's Fund to Advance New York City and the NYC Center for Economic Opportunity. Selected highlights from 2013: - Released final results on Family Rewards, the conditional cash transfer program that we tested in New York City. - Conducting an evaluation of the federal Family Self-Sufficiency Program with at least 2,500 housing voucher holders from 18 housing authorities across the country. - Through the Center for Economic Opportunity's Social Innovation Fund Initiative, testing five innovative programs first piloted in New York City in communities around the country. Released publications on three of the pilots: SaveUSA, WorkAdvance, and Project Rise. - Selected by the U.S. Department of Housing and Urban Development to conduct a rent reform demonstration for Housing Choice Voucher Programs. - Launched Paycheck Plus, a demonstration of an enhanced Earned Income Tax Credit for single adults without dependent children in New York City. Enrolled more than 6,000 participants in the study. Cohosted a forum at the Brookings Institution on the potential of the intervention.
PART VI SECTION A LINE 11A 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. PART VI, SECTION B LINE 12C Conflict of interest policy enforcement & monitoring Directors and offficers 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 a determination regarding action that should follow the reporting of an actual or potential conflict. 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, Ethicspoint, which hosts an online site and toll-free number which employees can use to make complaints anonymously or in identifiable form. PART VI, SECTION B LINE 15A 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 TWO TOP PAID OFFICERS OF THE ORGANIZATION BASED ON SURVEY INFORMATION PROVIDED TO THEM FROM BOTH INTERNAL ANd EXTERNAL SOURCES. THE INDIVIDUALS ARE MESSRS BERLIN, AMADEO, AND IVRY. EACH YEAR MDRC'S HUMAN RESOURCES FUNCTION CONDUCTS A review of form 990's 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- 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 ANY 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 NON-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, CHIEF FINANCIAL OFFICER, AND DEVELOPMENT & EXTERNAL AFFAIRS SENIOR VICE PRESIDENT. The compensation of the President and the 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, AND FOR ONE OTHER SENIOR OFFICER. COMPENSATION FOR THE REST OF THE OFFICERS AND EMPLOYEES IS BASED ON A RECOMMENDATION BY THE PRESIDENT TO THE COMMITTEE. HIS RECOMMENDATION ESTABLISHES A MERIT AND BONUS POOL FOR THE COMING YEAR, BASED ON THE ORGANIZATION'S STANDARD PAY PRACTICE (DESCRIBED BELOW). THE PRESIDENT SETS AND APPROVES THE SALARY LEVEL AND BONUS PAYMENTS FOR OFFICERS OTHER THAN THE CHIEF FINANCIAL OFFICER AND THE DEVELOPMENT AND EXTERNAL AFFAIRS SENIOR VICE PRESIDENT, 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 HIS RECOMMENDATIONS 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 EMPLOYEES 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 THOSE EMPLOYEES WHO ARE HIGH IN THEIR SALARY RANGES. SALARY RANGES ARE DETERMINED BY AN INTERNAL JOB EVALUATION COMMITTEE BASED ON JOB DESCRIPTIONS OF WORK PERFORMED, COUPLED WITH LABOR MARKET SALARY INFORMATION FROM THIRD PARTY SOURCES. THE SAME SALARY SYSTEM IS DEPLOYED FOR OTHER OFFICERS, KEY EMPLOYEES, AND THE GENERAL EMPLOYEE POPULATION OF THE ORGANIZATION. 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.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2013

Additional Data


Software ID:  
Software Version: