2022-09-19T11:36:28-05:00 2021-12-31 263753134 CBIZ MHM LLC 500 BOYLSTON STREET BOSTON MA 02116 990 2021-01-01 464755352 BILLIE JEAN KING LEADERSHIP INITIATIVE FOUNDATION BILL 9732196743 21 RICKLAND DRIVE RANDOLPH NJ 07869 MICHAEL COAKLEY VICE PRES., SECRETARY 9732196743 2022-08-25 1 MICHAEL COAKLEY 999009999 BRENDA L BOOTH P01342395 6177610600 2022-08-25 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z MICHAEL COAKLEY 21 RICKLAND DRIVE RANDOLPH NJ 07869 2087064 0 X WWW.BJKLI.ORG X 2014 NY THE BILLIE JEAN KING LEADERSHIP INITIATIVE IS AN AMBITIOUS AND MOTIVATED ENDEAVOR WHOSE SOLE FOCUS IS TO MOVE THE NEEDLE ON ISSUES IMPACTING DIVERSE TALENT GLOBALLY. WE PLAN TO IGNITE A TRANSFORMATION IN THE CONVERSATION THROUGH THREE PRIMARY PILLARS OF LEADERSHIP: LIFT THROUGH ACTION AND ADVOCACY, LEARN THROUGH RESEARCH AND INNOVATION, AND LEAD THROUGH INSIGHT AND EMPOWERMENT. 2 1 0 1 0 0 783384 500143 0 40000 15875 1259 0 38333 799259 579735 582500 150000 0 0 0 0 0 0 66715 285429 442902 867929 592902 -68670 -13167 2027391 2020517 0 0 2027391 2020517 X THE BILLIE JEAN KING LEADERSHIP INITIATIVE BELIEVES THAT EVERY INDIVIDUAL HAS THE POTENTIAL TO LEAD. THROUGHOUT COMPANIES AND ORGANIZATIONS ALL OVER THE WORLD, LEADERSHIP TENDS TO BE HOMOGENEOUS, BUT IF THOSE IN POSITIONS OF POWER ARE NOT REPRESENTATIVE OF OUR GLOBALIZING WORLD, FRESH IDEAS, DIVERSE TALENT, AND AN INCLUSIVE WORK ENVIRONMENT CANNOT PROSPER. THE STATUS QUO IS ALREADY SHIFTING, AS PEOPLE OF ALL BACKGROUNDS ARE BEING RECOGNIZED AND PROMOTED FOR THEIR VARIED SKILLS, EXPERIENCES, AND VIEWPOINTS. BUT MORE MUST BE DONE. AT THE BJKLI, WE ARE WORKING HARD TO REIMAGINE THE IMAGE OF LEADERSHIP NOT JUST IN BOARDROOMS AND CORNER OFFICES, BUT ALSO AT CUBICLES AND DESKS AROUND THE WORLD. INDIVIDUALS MUST FEEL FREE AND ABLE TO BRING THEIR AUTHENTIC SELVES TO WORK EVERY SINGLE DAY. WE ARE CREATING A MOVEMENT WHERE DIVERSE TALENT IS PROMOTED AND CELEBRATED, FROM THE TOP DOWN AND THE BOTTOM UP. WITH YOUR HELP, WE CAN LIFT, WE CAN LEARN, AND WE CAN LEAD. 0 0 422182 150000 40000 LIFT - CONVENE GLOBAL FORUMS EDUCATING WOMEN AND MEN ON THE CRITICAL ISSUES SURROUNDING THE IMPORTANCE OF INCLUSIVE LEADERSHIP, AND THE ROLE EVERY INDIVIDUAL PLAYS IN DRIVING CHANGE. PROMOTE AND FACILITATE PLATFORMS FOR CONVERSATION AND ACTION ACROSS ALL LEVELS OF AN ORGANIZATION.LEARN - AS MILLENNIALS ARE NOW THE MAJORITY OF THE WORKFORCE, THE BILLIE JEAN KING LEADERSHIP INITIATIVE (BJKLI) SOUGHT TO ANALYZE HOW THIS GROUP'S LEADERSHIP STYLES ARE TRANSFORMING BUSINESS. OUR RESEARCH ANALYZED THREE YEARS OF DATA COLLECTED BY OUR RESEARCH PARTNER, DELOITTE. OUR REPORT DEMONSTRATED THAT PURPOSE-DRIVEN MILLENNIALS SEEK INNOVATION AND COLLABORATION, WITH ROOM TO SPEARHEAD THEIR OWN CAREER PATHS. LEAVING BEHIND "THE WAY WE'VE ALWAYS DONE IT," MILLENNIALS ARE FINDING THEIR OWN WAY.A META-ANALYSIS OF SIX ROBUST DATA SOURCES WAS PERFORMED TO IDENTIFY INSIGHTS AND TRENDS ON WORKPLACE CULTURE, THE IMPACT GENERATIONAL DIFFERENCES HAVE ON CULTURE, AND THE EXTENT TO WHICH THESE OUTCOMES VARY ACROSS THE GLOBE.OUR RESEARCH IS INSPIRING AND EMPOWERING ORGANIZATIONS TO ADAPT TO THE NEEDS AND EXPECTATIONS ACROSS ALL GENERATIONS.THE FINDINGS IN THIS PAPER HAVE IDENTIFIED AN UNPRECEDENTED OPPORTUNITY TO SHIFT OUR CULTURES IN A WAY THAT INCREASES ENGAGEMENT AND PRODUCTIVITY FOR MEMBERS OF ALL GENERATIONS. LEAD - HOST A BIENNIAL LEADERSHIP CONFERENCE, IN PARTNERSHIP WITH GLOBAL CORPORATE LEADERS AND UNIVERSITIES, FOCUSED ON THE EMPOWERMENT, AUTHENTICITY AND DEVELOPMENT OF GLOBAL TALENT. IGNITE A DIALOGUE ON 21ST CENTURY POWER DYNAMICS AND THEIR IMPACT ON INCLUSION, LEADERSHIP, AND TALENT DEVELOPMENT. 422182 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 3 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 2 1 1 1 0 0 0 0 0 1 1 0 0 1 1 1 1 0 1 0 0 0 NY X MERLE BLACKMAN 9732196743 21 RICKLAND DRIVE RANDOLPH NJ 07869 X BILLIE JEAN KING DIRECTOR 5.00 X 0 0 0 ILANA KLOSS DIRECTOR 5.00 X 0 0 0 MICHAEL COAKLEY VICE PRESIDENT & SECRETARY 5.00 X 0 0 0 MERLE BLACKMAN TREASURER 5.00 X 0 0 0 0 0 0 0 0 0 0 BILLIE JEAN KING ENTERPRISES INC 21 RICKLAND DRIVE RANDOLPH NJ 07869 EXECUTIVE MANAGEMENT 240000 NFORMATION LLC 3907 STONE CANYON AVENUE SHERMAN OAKS CA 91403 RESEARCH CONSULTING 150000 2 182833 317310 500143 LEADERSHIP & EDUCATION 611710 40000 40000 40000 2779 2779 1501975 1503495 -1520 -1520 -1520 42167 182833 3834 38333 38333 579735 40000 0 39592 X 150000 150000 240000 120000 60000 60000 67 67 24675 24675 174395 150000 17680 6715 190 190 2182 2182 1167 1167 MISCELLANEOUS 226 226 592902 422182 104005 66715 154005 1736731 117666 25000 1752512 256744 3208 2042 2027391 2020517 0 0 X 1909725 2020517 117666 0 2027391 2020517 2027391 2020517 -13167 6293 0 X 0 1 X 1 0 X 734052 2005243 520837 783384 500143 4543659 734052 2005243 520837 783384 500143 4543659 1252725 3290934 812 1797 28333 15737 2779 49458 18750 78050 42167 138967 4732084 40000 0.69550 0.70450 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: FUNDRAISING REVENUE - 2017 AMOUNT: $ 18,750. 2018 AMOUNT: $ 78,050. 2021 AMOUNT: $ 42,167. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 X 613703 6293 23841 3834 33968 579735 0 579735 620577 23841 3834 27675 592902 0 592902 PART X, LINE 2: THE FOUNDATION ACCOUNTS FOR THE EFFECT OF ANY UNCERTAIN TAX POSITIONS BASED ON A "MORE LIKELY THAN NOT" THRESHOLD TO THE RECOGNITION OF THE TAX POSITIONS BEING SUSTAINED BASED ON THE TECHNICAL MERITS OF THE POSITION UNDER SCRUTINY BY THE APPLICABLE TAXING AUTHORITY. IF A TAX POSITION OR POSITIONS ARE DEEMED TO RESULT IN UNCERTAINTIES OF THOSE POSITIONS, THE UNRECOGNIZED TAX BENEFIT IS ESTIMATED BASED ON A "CUMULATIVE PROBABILITY ASSESSMENT" THAT AGGREGATES THE ESTIMATED TAX LIABILITY FOR ALL UNCERTAIN TAX POSITIONS. THE FOUNDATION HAS IDENTIFIED ITS TAX STATUS AS A TAX-EXEMPT ENTITY AND ITS DETERMINATION THAT ITS REVENUES ARE RELATED AS ITS ONLY POSITIONS; HOWEVER, THE FOUNDATION HAS DETERMINED THAT SUCH TAX POSITIONS DO NOT RESULT IN AN UNCERTAINTY REQUIRING RECOGNITION. THE FOUNDATION IS NOT CURRENTLY UNDER EXAMINATION BY ANY TAXING JURISDICTIONS. THE FOUNDATION'S FEDERAL AND STATE TAX RETURNS ARE GENERALLY OPEN FOR EXAMINATION FOR THE PAST THREE YEARS. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 3,834. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 3,834. ALL IN FOR EQUITY 225000 182833 42167 3834 225000 182833 42167 3834 3834 38333 1 NATIONAL WOMEN'S LAW CENTER 11 DUPONT CIRCLE NW 800 WASHINGTON DC 20036 521213010 501(C)(3) 100000 0 GENERAL SUPPORT NATIONAL CIVIC CENTER FOR INNOVATION 121 6TH AVENUE NEW YORK NY 10013 020590588 501(C)(3) 40000 0 GENERAL SUPPORT UNITED WE DREAM NETWORK INC 1201 16TH STREET NW STE 714 WASHINGTON DC 20036 462216565 501(C)(3) 10000 0 GENERAL SUPPORT 3 0 PART I, LINE 2: THE FOUNDATION MAINTAINS RECORDS OF ALL GRANTS AWARDED AND ENSURES THE RECIPIENTS ARE ELIGIBLE EXEMPT ORGANIZATIONS WITH CURRENT TAX-EXEMPT STATUS AND FILINGS. BILLIE JEAN KING ENTERPRISES INC BOARD MEMBER IS SOLE SHAREHOLDER OF THE CORPORATION 240000 BILLIE JEAN KING ENTERPRISES, INC. WILL PROVIDE EXECUTIVE MANAGEMENT SERVICES TO THE BILLIE JEAN KING LEADERSHIP INITIATIVE FOUNDATION TO IMPLEMENT THE STRATEGIC GOALS AND OBJECTIVES OF THE FOUNDATION AND ALL OTHER SERVICES AND PERSONNEL NECESSARY AND APPROPRIATE TO OPERATE THE FOUNDATION. 0 FORM 990, PART VI, SECTION A, LINE 2 BILLIE JEAN KING AND ILANA KLOSS HAVE A BUSINESS AND FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 3 BILLIE JEAN KING ENTERPRISES, INC. WILL PROVIDE EXECUTIVE MANAGEMENT SERVICES TO THE BILLIE JEAN KING LEADERSHIP INITIATIVE FOUNDATION TO IMPLEMENT THE STRATEGIC GOALS AND OBJECTIVES OF THE FOUNDATION AND ALL OTHER SERVICES AND PERSONNEL NECESSARY AND APPROPRIATE TO OPERATE THE FOUNDATION. THE MONTHLY FEE FOR THESE SERVICES IS $20,000. THE AGREEMENT HAS A ONE YEAR TERM THROUGH DECEMBER 31, 2021 WITH AUTOMATIC RENEWAL OF A SUBSEQUENT ONE-YEAR TERM. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FORM 990 IS PROVIDED TO THE BOARD MEMBERS FOR THEIR REVIEW AND APPROVAL PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTORS AND MEMBERS OF COMMITTEES WITH GOVERNING BOARD DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, HE/SHE SHALL LEAVE THE GOVERNING BOARD OR COMMITTEE MEETING WHILE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. EACH INTERESTED PERSON SHALL ANNUALLY SIGN A STATEMENT AND DISCLOSE HIS OR HER INTERESTS THAT COULD GIVE RISE TO A CONFLICT OF INTEREST. TO ENSURE THE ORGANIZATION OPERATES IN A MANNER CONSISTENT WITH CHARITABLE PURPOSES AND DOES NOT ENGAGE IN ACTIVITIES THAT COULD JEOPERDIZE ITS TAX-EXEMPT STATUS, REGULAR AND CONSISTENT REVIEWS SHALL BE CONDUCTED. FORM 990, PART VI, SECTION B, LINE 15 CURRENTLY, THE ORGANIZATION DOES NOT HAVE ANY PAID EMPLOYEES. HOWEVER, IF A FORMAL OFFER IS MADE, A COMPENSATION BENCHMARKING EXERCISE WOULD BE PERFORMED. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE FROM THE ORGANIZATION UPON REQUEST. THE FORM 990 AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE VIA THE MASSACHUSETTS ATTORNEY GENERAL'S WEBSITE. THE FORM 990 IS ALSO AVAILABLE AT WWW.GUIDESTAR.ORG. FORM 990, PART IX, LINE 11G PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 17,680. FUNDRAISING EXPENSES 6,715. TOTAL EXPENSES 24,395. RESEARCH CONSULTING FEES: PROGRAM SERVICE EXPENSES 150,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 150,000.