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APPLIED SURVEY RESEARCH INC

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Public IRS 990 nonprofit record

APPLIED SURVEY RESEARCH INC

EIN 94-2711764 · Research Institutes & Public Policy Analysis (B05)

What they do

APPLIED SURVEY RESEARCH is A NONPROFIT SOCIAL RESEARCH FIRM DEDICATED to HELPING PEOPLE BUILD STRONGER SUPPORTIVE COMMUNITIES. WE HELP COMMUNITIES to MEASURE and IMPROVE THEIR QUALITY of LIFE. WE HELP ORGANIZATIONS to MEASURE and IMPROVE THE IMPACT of THEIR SERVICES BY CONDUCTING, ANALYZING, and DISSEMINATING COMMUNITY-BASED RESEARCH.

Before you give

Should I give to this charity?

Easy charity check
Look at where the money went

Of every $100 spent, about $81.40 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders13 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

87.62%of revenue went to mission work81.4% of expenses · Program services
$107.66spent for every $100 of revenueSpending was higher than revenue this year.
20.04%of revenue went to management and office costs18.6% of expenses
$0.19in assets for every $1 spent this yearSome assets cannot be spent right away.
16.8%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

  1. Who did you help? Ask for a recent story or report that shows real results.
  2. What will my money do? Ask exactly what your gift will pay for.
  3. Is this really the charity? Give only through its official website or confirmed phone number.

Worth asking: Expenses exceeded revenue by $318,530 this year. Ask whether that was planned or caused by a one-time event.

Pay context: The highest compensation shown in this filing is $171,689 for KIMBERLY L CARPENTER (VP OF RESEARCH AND EVALUATION). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$4,158,031
Mission workProgram services$3,643,11187.62% of revenue81.4% of expenses
ManagementOffice and general costs$833,45020.04% of revenue18.6% of expenses
FundraisingAsking for donations0.00% of revenue0.0% of expenses
Total expenses$4,476,561107.66% of revenue

Expenses were greater than revenue, so the colored ring fills the available $100 and the total above 100% is shown below.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails
2024CurrentExpense mix: 81.4% mission · 18.6% management · 0.0% fundraisingTotal expenses: 107.66% of revenue
2023Expense mix: 80.2% mission · 19.8% management · 0.0% fundraisingTotal expenses: 101.92% of revenue
2022Expense mix: 79.9% mission · 20.1% management · 0.0% fundraisingTotal expenses: 105.00% of revenue
2021Expense mix: 79.9% mission · 20.1% management · 0.0% fundraisingTotal expenses: 77.73% of revenue
2020Expense mix: 84.8% mission · 15.2% management · 0.0% fundraisingTotal expenses: 116.67% of revenue
2019Expense mix: 84.7% mission · 15.3% management · 0.0% fundraisingTotal expenses: 100.88% of revenue
2018Expense mix: 84.8% mission · 15.2% management · 0.0% fundraisingTotal expenses: 109.89% of revenue

Money in and money out

Revenue$4,158,031
Expenses$4,476,561
Annual shortfall $318,530 Expenses were higher than revenue for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$3,643,111 · 81.4% of expenses
Management and office costs$833,450 · 18.6% of expenses
See all reported dollar amounts
Revenue$4,158,031
Expenses$4,476,561
Assets$867,077
Income$4,158,031
Contributions$699,698
Mission work (program services)$3,643,111
Management and general$833,450
Executive compensation (total)$301,431
Accounting fees$19,618
People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation
KIMBERLY L CARPENTERVP OF RESEARCH AND EVALUATION · 40 hrs/week $171,689Base $156,635 · Other $15,054
LISA NICLAIVP OF RESEARCH AND OPERATIONS · 40 hrs/week $169,469Base $156,000 · Other $13,469
PETER CONNERYVP/CFO · 40 hrs/week $166,977Base $152,485 · Other $14,492
SUSAN BRUTSCHYPRESIDENT · 40 hrs/week $165,787Base $152,232 · Other $13,555
JENNIFER ANDERSON-BAHRSR.PROJECT MANAGER · 40 hrs/week $140,485Base $130,392 · Other $10,093
ALYSSA MULLINSSR. PROJECT MGR · 40 hrs/week $123,965Base $110,746 · Other $13,219
JAMES LEIGH CONNERYVP OF RESEARCH & O · 40 hrs/week $122,446Base $108,517 · Other $13,929
JOHN CONNERYSR. PROJECT MANAGE · 40 hrs/week $118,175Base $113,000 · Other $5,175
LAURA CONNERYSECRETARY · 40 hrs/week $112,082Base $99,193 · Other $12,889
MEGAN MILLERSR. RESEARCH ANALY · 40 hrs/week $111,400Base $108,517 · Other $2,883

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (13)

KIMBERLY L CARPENTERVP OF RESEARCH AND EVALUATION

LISA NICLAIVP OF RESEARCH AND OPERATIONS

PETER CONNERYVP/CFO

SUSAN BRUTSCHYPRESIDENT

JENNIFER ANDERSON-BAHRSR.PROJECT MANAGER

ALYSSA MULLINSSR. PROJECT MGR

JAMES LEIGH CONNERYVP OF RESEARCH & O

JOHN CONNERYSR. PROJECT MANAGE

LAURA CONNERYSECRETARY

MEGAN MILLERSR. RESEARCH ANALY

BONNIE GUTIERREZMEMBER AT LARGE

JILL DUCEYMEMBER AT LARGE

PATRICIA ROBINSONMEMBER AT LARGE

About this charity

Recognized since
January 2019
Location
55 PENNY LN STE 101, WATSONVILLE, CA 95076-6017
County
Santa Cruz
In care of
PETER CONNERY
Primary officer
PETER CONNERY, Vice President/CFO

How to reach them

WebsiteVisit the charity’s website Emailservices@appliedsurveyresearch.org Phone(831) 728-1356

Filing and classification

Latest tax year
2024
Tax period began
July 1, 2024
Return type
990
Tax preparer
A BAGLEY CPA TAX & ACCOUNTING SERVICES
NTEE classification
Research Institutes & Public Policy Analysis (B05)
IRS tax category
Research Institutes & Public Policy Analysis

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About this report: Information comes from public nonprofit records and may show the latest filing available.

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