LEAN ENTERPRISE INSTITUTE INC: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- LEAN ENTERPRISE INSTITUTE INC (EIN 04-3382623)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-14
- IRS object ID
- 202403199349304430
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-14T09:58:56-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY ADVISORY GROUP LP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 HIGHWOOD DRIVE | AddressLine1Txt |
| City | TEWKSBURY | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01876 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043382623 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEAN ENTERPRISE INSTITUTE INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LEAN | BusinessNameControlTxt |
| Phone | 6178712900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 867 BOYLSTON STREET 5TH FLOOR | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02116 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOSHUA HOWELL | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6178712900 | PhoneNum |
| Signature | 2024-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MATTHEW KALIL CPA MBA | PreparerPersonNm |
| PTIN | P01517069 | PTIN |
| Phone | 9785575300 | PhoneNum |
| Preparation | 2024-11-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JOSHUA HOWELL | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 867 BOYLSTON STREET 5TH FLOOR | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02116 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $7,178,088 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.LEAN.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1997 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE RESEARCH AND EDUCATION TO CREATE GREATER EFFICIENCY AND PRODUCTIVITY IN MANUFACTURING, SERVICES AND HEALTHCARE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 23 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,896 | PYContributionsGrantsAmt |
| CY Contributions Grants | $650 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $7,046,506 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $7,149,331 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,071 | PYInvestmentIncomeAmt |
| CY Investment Income | $15,248 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $12,859 | CYOtherRevenueAmt |
| PY Total Revenue | $7,052,473 | PYTotalRevenueAmt |
| CY Total Revenue | $7,178,088 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,849,170 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,584,855 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $5,018,034 | PYOtherExpensesAmt |
| CY Other Expenses | $5,153,527 | CYOtherExpensesAmt |
| PY Total Expenses | $7,867,204 | PYTotalExpensesAmt |
| CY Total Expenses | $7,738,382 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$814,731 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$560,294 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $3,751,454 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,982,738 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,818,653 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,556,138 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,932,801 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,426,600 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO PROMOTE THE WIDESPREAD ADOPTION OF A SET OF IDEAS KNOWN AS LEAN THINKING. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,164,702 | ExpenseAmt |
| Revenue | $1,906,522 | RevenueAmt |
| Desc | LEAN WORKSHOPS - THE INSTITUTE'S WORKSHOPS DELIVER PRACTICAL AND COMPREHENSIVE CONTENT ABOUT THE KEY ELEMENTS OF LEAN KNOWLEDGE AND HOW TO IMPLEMENT THEM. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,379,400 | ExpenseAmt |
| Revenue | $1,009,637 | RevenueAmt |
| Desc | LEAN PUBLICATIONS - SALES OF LEI WORKBOOKS, REFERENCE BOOKS THAT EXPLAIN THE ROOTS OF LEAN AND RELATED PRODUCTS THAT SUPPORT THE IMPLEMENTATION OF LEAN. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,985,975 | ExpenseAmt |
| Revenue | $3,373,891 | RevenueAmt |
| Desc | CO-LEARNING PARTNERS - INSTITUTE PERSONNEL WORK WITH ORGANIZATIONS DESIRING TO SUPPORT THE INSTITUTE'S NON-PROFIT, EDUCATION AND RESEARCH MISSION BY PARTICIPATING IN LEADERSHIP DEVELOPMENT AND CO-LEARNING ACTIVITIES AS PART OF THE ORGANIZATION'S LEARNING AND IMPROVEMENT STRATEGY. TYPICALLY THE CO-LEARNING PARTNERSHIP CONSIST OF ACTIVITIES IN FIVE CORE AREAS: 1) EXECUTIVE LEADERSHIP ENGAGEMENT; 2) TRAINING AND CAPABILITY DEVELOPMENT; 3) CO-LEARNING PROJECTS OR EXPERIMENTS; 4) INTERACTION WITH LEI PARTNERS AND THE LEI COMMUNITY; AND 5) DOCUMENTATION AND RESEARCH. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $358,379 | ExpenseAmt |
| Revenue | $859,281 | RevenueAmt |
| Desc | LEAN EVENTS - EVENTS HIGHLIGHTING ORGANIZATIONS THAT HAVE SUSTAINED THE LEAN JOURNEY WHICH IS DESIGNED TO INTEGRATE VALUE STREAMS TO CREATE PULL FOR THE INSTITUTE'S OFFERINGS.SPEAKINGS AND ASSESSMENTS - INSTITUTE PERSONNEL SPEAK AND TEACH AT CONFERENCES AND EVENTS ON THE TOP OF LEAN THINKING.LEAN RESEARCH - A MANAGEMENT RESEARCH PROJECT TO BETTER UNDERSTAND WHY SOME ORGANIZATIONS ARE ABLE TO SUSTAIN LEAN TRANSFORMATIONS AND OTHERS ENCOUNTER PROBLEMS AND CHALLENGES THAT STALL OR END THE IMPLEMENTATION OF LEAN THINKING AND PRACTICES. THE PROJECT WILL FOCUS ON THE ROLE OF MANAGERS AND MANAGEMENT SYSTEMS IN BOTH SUCCESSFULL AND UNSUCCESSFUL TRANSFORMATIONS. NEW EDUCATIONAL PROGRAMS AND LEARNING MATERIALS WILL BE DEVELOPED FROM THIS RESEARCH. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $358,379 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $859,281 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $6,888,456 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 36 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 23 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6178712900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 867 BOYLSTON STREET 5TH FLOOR | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02116 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (21 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| RACHNA SHAH | |||||||
| DIRECTOR (SINCE OCT '23) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PEG PENNINGTON | |||||||
| DIRECTOR (SINCE OCT '23) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TOM PAIDER | |||||||
| DIRECTOR (SINCE OCT '23) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CESAR GON | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOSE FERRO | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LISA YERIAN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KIAME MAHONIAH | |||||||
| DIRECTOR (UNTIL JUNE '23) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ADRIENNE TRIMBLE | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| NIGEL DALTON | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMES P WOMACK | |||||||
| DIRECTOR | 1.00 | Yes (X) | $1,251 | $0 | $0 | ||
| JOSHUA HOWELL | |||||||
| PRESIDENT & EXECUTIVE TEAM | 40.00 | Yes (X) | $284,316 | $0 | $37,008 | Yes (X) | |
| PETER WARD | |||||||
| CHAIRMAN | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| LARA ANDERSON | |||||||
| ED PARTNERSHIPS (TREAS SINCE JUL'23) | 40.00 | Yes (X) | $168,908 | $0 | $32,392 | Yes (X) | |
| RACHEL REGAN | |||||||
| ED-EVENTS/(CLERK SINCE JUL'23) | 40.00 | Yes (X) | $161,298 | $0 | $0 | Yes (X) | |
| MATT SAVAS | |||||||
| DIRECTOR OF CONTENT | 40.00 | $182,451 | $0 | $25,289 | Yes (X) | ||
| KAREN GAUDET | |||||||
| SENIOR COACH | 40.00 | $375,741 | $0 | $40,665 | Yes (X) | ||
| BRYANT SANDERS | |||||||
| SENIOR COACH | 40.00 | $284,316 | $0 | $9,380 | Yes (X) | ||
| MARK REICH | |||||||
| SENIOR COACH | 40.00 | $334,649 | $0 | $31,377 | Yes (X) | ||
| JENNI HURNER | |||||||
| PROGRAM MGR, PARTNERSHIPS | 1.00 | $117,875 | $0 | $14,426 | Yes (X) | ||
| LORI MONIZ | |||||||
| GRAPHIC ARTIST/WEB MGR | 1.00 | $111,597 | $0 | $21,106 | Yes (X) | ||
| TAMMY WILKINS | |||||||
| DIRECTOR OF ADMINISTRATION | 1.00 | $137,465 | $0 | $5,007 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,159,867 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $216,650 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 10 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| FOURTRE CONSULTING INC | |||||
| 4304 SAVANNAH CIRCLE | PARKER | TX | 75002 | CONSULTING SERVICES | $258,067 |
| AAFCPAS INC | |||||
| 50 WASHINGTON STREET | WESTBOROUGH | MA | 01581 | ACCOUNTING SERVICES | $249,002 |
| LIKER LEAN ADVISOR LLC | |||||
| C/O JOHN DROGOSZ 3311 THE GLADE ST | ANN ARBOR | MI | 48103 | CONSULTING SERVICES | $240,259 |
| LEAN SHIFT CONSULTING INC | |||||
| 11101 OLD BRIDGE ROAD | GRAND BLANC | MI | 48439 | CONSULTING SERVICES | $215,233 |
| BIG FOUR LEAN LLC | |||||
| C/O MATTHEW WEHR 4911 SANTA MONICA | CAPE CORAL | FL | 33904 | CONSULTING SERVICES | $138,567 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 7 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $650 | AllOtherContributionsAmt |
| Total Contributions | $650 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| CO-LEARNINGS PARTNER R | 900099 | $3,373,891 | $3,373,891 |
| CONFERENCE FEES | 900099 | $1,906,522 | $1,906,522 |
| PUBLICATIONS REVENUE | 900099 | $1,009,637 | $1,009,637 |
| EVENT FEES | 900099 | $859,281 | $859,281 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $7,149,331 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $15,248 | TotalRevenueColumnAmt |
| Exclusion | $15,248 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,803 | TotalRevenueColumnAmt |
| Exclusion | $11,803 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $1,056 | TotalRevenueColumnAmt |
| Exclusion | $1,056 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,056 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,178,088 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $7,149,331 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $28,107 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,309,319 | TotalAmt |
| Program Services | $1,148,657 | ProgramServicesAmt |
| Management And General | $160,662 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $842,530 | TotalAmt |
| Program Services | $678,796 | ProgramServicesAmt |
| Management And General | $163,734 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $256,508 | TotalAmt |
| Program Services | $215,531 | ProgramServicesAmt |
| Management And General | $40,977 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $176,498 | TotalAmt |
| Program Services | $149,708 | ProgramServicesAmt |
| Management And General | $26,790 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,155 | TotalAmt |
| Program Services | $1,170 | ProgramServicesAmt |
| Management And General | $13,985 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $358,048 | TotalAmt |
| Management And General | $358,048 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,817 | TotalAmt |
| Program Services | $17,817 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,119 | TotalAmt |
| Program Services | $52,119 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $102,023 | TotalAmt |
| Program Services | $76,517 | ProgramServicesAmt |
| Management And General | $25,506 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $132,471 | TotalAmt |
| Program Services | $99,353 | ProgramServicesAmt |
| Management And General | $33,118 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,492 | TotalAmt |
| Program Services | $43,869 | ProgramServicesAmt |
| Management And General | $14,623 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,610 | TotalAmt |
| Program Services | $15,457 | ProgramServicesAmt |
| Management And General | $5,153 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,468 | TotalAmt |
| Program Services | $9,351 | ProgramServicesAmt |
| Management And General | $3,117 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| DIRECT PROGRAM COSTS | $4,331,166 | $4,331,166 | |
| CREDIT CARD FEES | $34,454 | $34,454 | |
| PROFESSIONAL DEVELOPMEN | $13,966 | $10,488 | $3,478 |
| EQUIPMENT RENTAL | $2,944 | $2,209 | $735 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,794 | TotalAmt |
| Program Services | $1,794 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,738,382 | TotalAmt |
| Program Services | $6,888,456 | ProgramServicesAmt |
| Management And General | $849,926 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $392,225 | BOYAmt |
| EOY | $286,349 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,618,892 | BOYAmt |
| EOY | $1,194,360 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $830,700 | BOYAmt |
| EOY | $640,511 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $453,392 | BOYAmt |
| EOY | $415,962 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $314,233 | BOYAmt |
| EOY | $297,861 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $0 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $0 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,455 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $90,083 | BOYAmt |
| EOY | $113,720 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,474 | BOYAmt |
| EOY | $33,975 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,751,454 | BOYAmt |
| EOY | $2,982,738 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $511,241 | BOYAmt |
| EOY | $314,560 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $772,548 | BOYAmt |
| EOY | $747,890 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $500,000 | BOYAmt |
| EOY | $493,688 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,864 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,818,653 | BOYAmt |
| EOY | $1,556,138 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,932,801 | BOYAmt |
| EOY | $1,426,600 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,932,801 | BOYAmt |
| EOY | $1,426,600 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,751,454 | BOYAmt |
| EOY | $2,982,738 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$560,294 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $22,007 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | $36,575 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | -$4,489 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $57,850 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,185 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,052,454 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,897 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $650 | CurrentTaxYearAmt |
| Total | $1,116,036 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,543,905 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,218,069 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,693,842 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,046,506 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,149,331 | CurrentTaxYearAmt |
| Total | $28,651,653 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,601,755 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,220,254 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,746,296 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,049,403 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,149,981 | CurrentTaxYearAmt |
| Total | $29,767,689 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $55,000 | CurrentTaxYearMinus4YearsAmt |
| Total | $55,000 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $55,000 | CurrentTaxYearMinus4YearsAmt |
| Total | $55,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $29,712,689 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,827 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $916 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus1 Year | $3,071 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $27,051 | CurrentTaxYearAmt |
| Total | $35,865 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,827 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $916 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus1 Year | $3,071 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $27,051 | CurrentTaxYearAmt |
| Total | $35,865 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $1,056 | CurrentTaxYearAmt |
| Total | $1,056 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,606,582 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,221,170 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,746,296 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,052,474 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,178,088 | CurrentTaxYearAmt |
| Total | $29,804,610 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99690 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99660 | PublicSupportPY509Pct |
| Investment Income CY | 0.00120 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00080 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART III, COLUMN B: | FormAndLineReferenceDesc |
| Explanation | THE FIGURES FOR 2019 REPRESENT A SIX MONTH PERIOD FROM JULY 1, 2019 TO DECEMBER 31, 2019. THE ORGANIZATION CHANGED ITS FISCAL YEAR-END DATE FROM JUNE 30TH TO DECEMBER 31ST IN 2019. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $7,195,606 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $22,007 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$4,489 | OtherRevenueAmt |
| Revenue Not Reported | $17,518 | RevenueNotReportedAmt |
| Revenue Subtotal | $7,178,088 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $7,178,088 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $7,738,382 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $7,738,382 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $7,738,382 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE ORGANIZATION IS A NONPROFIT ORGANIZATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES ON TRADE OR BUSINESS PROFITS GENERATED BY ACTIVITIES RELATED TO THE ORGANIZATION'S EXEMPT FUNCTION. THE ORGANIZATION MAY BE SUBJECT TO FEDERAL AND STATE INCOME TAXES FOR PROFITS GENERATED FROM TRADE OR BUSINESS ACTIVITIES UNRELATED TO THE ORGANIZATION'S EXEMPT FUNCTION. AS OF DECEMBER 31, 2023, MANAGEMENT BELIEVES THAT THE ORGANIZATION HAS NOT GENERATED ANY UNRELATED BUSINESS TAXABLE INCOME. THE ORGANIZATION ASSESSES THE RECORDING OF UNCERTAIN TAX POSITIONS BY EVALUATING THE MINIMUM RECOGNITION THRESHOLD AND MEASUREMENT REQUIREMENTS A TAX POSITION MUST MEET BEFORE BEING RECOGNIZED AS A BENEFIT IN THE FINANCIAL STATEMENTS. THE ORGANIZATION'S POLICY IS TO RECOGNIZE INTEREST AND PENALTIES ACCRUED ON ANY UNCERTAIN TAX POSITIONS AS A COMPONENT OF INCOME TAX EXPENSE, IF ANY, IN ITS STATEMENTS OF ACTIVITIES. THE ORGANIZATION HAS NOT RECOGNIZED ANY LIABILITIES FOR UNCERTAIN TAX POSITIONS OR UNRECOGNIZED BENEFITS AS OF DECEMBER 31, 2023. THE ORGANIZATION DOES NOT EXPECT ANY MATERIAL CHANGE IN UNCERTAIN TAX BENEFITS WITHIN THE NEXT 12 MONTHS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | LOSS ON DISPOSAL OF FIXED ASSETS -4,489. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| KAREN GAUDET | ||||||||||||||
| SENIOR COACH | $375,741 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $40,665 | $0 | $416,406 | $0 | $0 | $0 |
| MARK REICH | ||||||||||||||
| SENIOR COACH | $334,649 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $31,377 | $0 | $366,026 | $0 | $0 | $0 |
| JOSHUA HOWELL | ||||||||||||||
| PRESIDENT & EXECUTIVE TEAM | $284,316 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $37,008 | $0 | $321,324 | $0 | $0 | $0 |
| BRYANT SANDERS | ||||||||||||||
| SENIOR COACH | $284,316 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $9,380 | $0 | $293,696 | $0 | $0 | $0 |
| MATT SAVAS | ||||||||||||||
| DIRECTOR OF CONTENT | $182,451 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $25,289 | $0 | $207,740 | $0 | $0 | $0 |
| LARA ANDERSON | ||||||||||||||
| ED PARTNERSHIPS (TREAS SINCE JUL'23) | $168,908 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $32,392 | $0 | $201,300 | $0 | $0 | $0 |
| RACHEL REGAN | ||||||||||||||
| ED-EVENTS/(CLERK SINCE JUL'23) | $161,298 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $161,298 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE BOARD OF DIRECTORS REVIEW AND APPROVE THE IRS FORM 990 AT THE ANNUAL BOARD MEETING PRIOR TO ITS FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | AT ANNUAL BOARD MEETINGS, THE CONFLICT OF INTEREST POLICY IS DISTRIBUTED TO ALL BOARD MEMBERS ALONG WITH A CERTIFICATION AND DISCLOSURE FORM WHICH IS COMPLETED AND SIGNED BY EACH BOARD MEMBER AND RETAINED IN THE INSTITUTE'S FILES. |
| FORM 990, PART VI, SECTION B, LINE 15 | AN INDEPENDENT CONSULTANT RETAINED BY THE COMPENSATION COMMITTEE REVIEWED APPROPRIATE COMPENSATION PACKAGE FOR OFFICERS AND KEY EMPLOYEES. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | LOSS ON DISPOSAL OF FIXED ASSETS -4,489. |
| FORM 990, PART XII, LINE 2C: | THE ORGANIZATION HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT FOR THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED DURING THE YEAR. |
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