CATALYST INC: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- CATALYST INC (EIN 13-1992402)
- Tax period
- 2015-09-01 to 2016-08-31
- Filed
- 2017-04-13
- IRS object ID
- 201721039349300327
- Schema version
- 2015v3.0
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-04-13T10:36:28-05:00 | ReturnTs |
| Tax Period End | 2016-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 113518842 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARKS PANETH LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 685 THIRD AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 131992402 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CATALYST INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CATA | BusinessNameControlTxt |
| Phone | 2125147600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 120 WALL STREET NO 15 FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10005 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DEBORAH GILLIS | PersonNm |
| Person Title | PRES. & CEO. | PersonTitleTxt |
| Phone | 2125147600 | PhoneNum |
| Signature | 2017-04-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT R LYONS CPA | PreparerPersonNm |
| PTIN | P00227477 | PTIN |
| Phone | 2125038800 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DEBORAH GILLIS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 120 WALL STREET NO 15 FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10005 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $16,160,961 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.CATALYST.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1962 | FormationYr |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Activity Or Mission | CATALYST IS THE LEADING NONPROFIT ORGANIZATION WITH A MISSION TO ACCELERATE PROGRESS FOR WOMEN THROUGH WORKPLACE INCLUSION. | ActivityOrMissionDesc |
| Voting Members Governing Body | 35 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 34 | VotingMembersIndependentCnt |
| Total Employee | 107 | TotalEmployeeCnt |
| Total Volunteers | 36 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $12,793,113 | PYContributionsGrantsAmt |
| CY Contributions Grants | $9,927,343 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,003,365 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $2,276,789 | CYProgramServiceRevenueAmt |
| PY Investment Income | $738,591 | PYInvestmentIncomeAmt |
| CY Investment Income | $228,461 | CYInvestmentIncomeAmt |
| PY Other Revenue | $351 | PYOtherRevenueAmt |
| CY Other Revenue | $156 | CYOtherRevenueAmt |
| PY Total Revenue | $14,535,420 | PYTotalRevenueAmt |
| CY Total Revenue | $12,432,749 | 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 | $10,231,067 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $10,217,183 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,544,528 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,419,386 | PYOtherExpensesAmt |
| CY Other Expenses | $3,787,750 | CYOtherExpensesAmt |
| PY Total Expenses | $13,650,453 | PYTotalExpensesAmt |
| CY Total Expenses | $14,004,933 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $884,967 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,572,184 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $28,351,749 | TotalAssetsBOYAmt |
| Total Assets EOY | $27,976,638 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $4,492,311 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,339,302 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $23,859,438 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $22,637,336 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | ACCELERATE PROGRESS FOR WOMEN THROUGH WORKPLACE INCLUSION. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,202,934 | ExpenseAmt |
| Revenue | $548,175 | RevenueAmt |
| Desc | MARKETING AND PUBLIC AFFAIRSTHE MARKETING DEPARTMENT CREATES AND EXECUTES STRATEGIES TO INCREASE CATALYST'S VISIBILITY IN THE UNITED STATES, CANADA, EUROPE, INDIA, AUSTRALIA AND JAPAN BY DEVELOPING STRATEGIC PARTNERSHIPS AND STRENGTHENING ITS BRAND, PRODUCTS, AND SERVICES. THE DEPARTMENT IS RESPONSIBLE FOR EDITING, DESIGNING, AND PRODUCING ALL PRODUCT, PUBLICATIONS, AND COLLATERAL MATERIALS, AND FOR PUBLIC EDUCATION ACTIVITIES SUCH AS MEDIA RELATIONS AND SPEAKING ENGAGEMENTS. THE DEPARTMENT MANAGES SPECIAL EVENTS, INCLUDING THE CATALYST AWARDS DINNER AND CONFERENCES TO DISSEMINATE CATALYST RESEARCH AND ADVISORY KNOWLEDGE. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,776,867 | ExpenseAmt |
| Revenue | $449,745 | RevenueAmt |
| Desc | RESEARCHRESEARCH CONDUCTS QUALITATIVE AND QUANTITATIVE RESEARCH ON BOTH WOMEN'S LEADERSHIP ADVANCEMENT AND WORK/LIFE ISSUES ACROSS A WIDE RANGE OF INDUSTRIES, GEOGRAPHIES, GENERATIONS, AND RACIAL/ETHNIC GROUPS. THIS RESEARCH CULMINATES IN PUBLISHED STUDIES THAT INCLUDE FINDINGS FROM INTERVIEWS, FOCUS GROUPS, AND SURVEYS, AS WELL AS COMPANY BEST PRACTICES AND RECOMMENDATIONS FOR COMPANIES AND FIRMS INTERESTED IN RECRUITING, RETAINING, AND ADVANCING WOMEN. CATALYST HAS CONDUCTED RESEARCH ON WOMEN IN LEADERSHIP IN THE UNITED STATES, CANADA, EUROPE, INDIA AND JAPAN. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,288,126 | ExpenseAmt |
| Revenue | $1,183,020 | RevenueAmt |
| Desc | ADVISORY SERVICES - ADVISORY SERVICES IS THE DEPARTMENT CHARGED WITH FOSTERING IMPACT THROUGH A VARIETY OF SERVICES, BENEFITS AND ACTIVITIES. IT DRIVES ENGAGEMENT AND IMPACT THROUGH: CONSULTING SERVICES, VITAL SIGNS, AND LEADERSHIP OF THE CEO SUMMIT FRANCHISE. IT SUPPORTS CATALYST'S RELATIONSHIPS WITH DONORS THROUGH INVOLVEMENT WITH RELATIONSHIP MANAGERS. THE TEAM ALSO CONTRIBUTES TO CATALYST'S KNOWLEDGE DEVELOPMENT THROUGH THE INSIGHT LOOP, FOCUSING ON IMPACT METRICS AND BY SCALING INSIGHTS FROM CONSULTING WORK INTO PUBLICATIONS, TOOLS, COMMUNICATIONS AND EVENTS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,134,740 | ExpenseAmt |
| Revenue | $95,849 | RevenueAmt |
| Desc | ALL OTHER PROGRAMS:NATIONAL EDUCATION AND INFORMATION CENTER AND SERVICES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $3,134,740 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $95,849 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $10,402,667 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | 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 |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | 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 | Yes (1) | 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 | Yes (1) | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | Yes (1) | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 15 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 107 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | CA | ForeignCountryCd |
| Foreign Country | SZ | ForeignCountryCd |
| Foreign Country | IN | ForeignCountryCd |
| Foreign Country | AS | ForeignCountryCd |
| Foreign Country | JA | ForeignCountryCd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| 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 |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 35 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 34 | 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 | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AZ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JENNIFER DANIEL-DAVIDSON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2125147600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 120 WALL STREET 15TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10005 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (50 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| THOMAS J FALK | |||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JOHN BRYANT | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| URSULA M BURNS | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| IAN M COOK | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARY B CRANSTON ESQ | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL S DELL | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BRIAN CORNELL | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMES DIMON | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM A DOWNE | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| STEVE EASTERBROOK | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARY BETH HOGAN ESQ | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LINDA ADDISON | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SHERI S MCCOY | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MUHTAR KENT | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ELLEN J KULLMAN | |||||||
| DIRECTOR (FORMER) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHEL LANDEL | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| GERALD LEMA | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| INDRA K NOOYI | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DENISE MORRISON | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CATHY ENGELBERT | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ERIC J FOSS | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| STEPHEN S RASMUSSEN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KENDALL J POWELL | |||||||
| DIRECTOR (FORMER) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| STEPHANIE A STREETER | |||||||
| DIRECTOR (FORMER) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RICHARD K TEMPLETON | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PETER VOSER | |||||||
| CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MAGGIE WILDEROTTER | |||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MARILLYN A HEWSON | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| AG LAFLEY | |||||||
| DIRECTOR (FORMER) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN B VEIHMEYER | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARK WEINBERGER | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CHANDA KOCHHAR | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DEBORAH GILLIS | |||||||
| PRESIDENT & CEO | 35.00 | Yes (X) | Yes (X) | $259,208 | $109,272 | $0 | |
| JAQUELINE HINMAN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARK LAUTENBACH | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BETH MOONEY | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| IAN READ | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| FEIKE SIJBESMA | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TK KURIEN | |||||||
| DIRECTOR (FORMER) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CHRISTOPHER J SWIFT | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JENNIFER DANIEL-DAVIDSON | |||||||
| SENIOR VICE PRESIDENT | 35.00 | Yes (X) | $222,293 | $0 | $48,814 | ||
| MERLYE MAHRER-KAPLAN | |||||||
| SENIOR VICE PRESIDENT | 35.00 | Yes (X) | $184,764 | $0 | $39,602 | ||
| JAN COMBOPIANO | |||||||
| CHIEF KNOWLEDGE OFFICER | 35.00 | Yes (X) | $166,782 | $0 | $26,663 | ||
| JEANINE PRIME | |||||||
| SENIOR VICE. PRESIDENT | 35.00 | Yes (X) | $164,361 | $0 | $45,168 | ||
| CATHERINE CORLEY | |||||||
| SENIOR VICE PRESIDENT | 35.00 | Yes (X) | $201,339 | $0 | $46,760 | ||
| MARY BOUGHTON | |||||||
| VICE PRESIDENT | 35.00 | $147,582 | $0 | $36,856 | Yes (X) | ||
| KATHERINE GISCOMBE | |||||||
| VICE PRESIDENT | 35.00 | $150,514 | $0 | $24,571 | Yes (X) | ||
| EMMA SABIN | |||||||
| VICE PRESIDENT | 35.00 | $138,674 | $0 | $43,648 | Yes (X) | ||
| BRANDE STELLINGS | |||||||
| VP CORPORATE BOARD SERV. | 35.00 | $130,106 | $0 | $43,610 | Yes (X) | ||
| JENNIFER TARLOW | |||||||
| VP HUMAN CAPITAL | 35.00 | $148,312 | $0 | $24,805 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,913,935 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $109,272 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $380,497 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 15 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| BLESSING WHITE INC | |||||
| PO BOX 93216 | ATLANTA | GA | 31193 | CONSULTING | $255,650 |
| BBH SOLUTION INC | |||||
| PO BOX 349 | GLEN HEAD | NY | 11545 | CONSULTING | $114,201 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $3,362,129 | FundraisingAmt |
| All Other Contributions | $6,565,214 | AllOtherContributionsAmt |
| Noncash Contributions | $92,173 | NoncashContributionsAmt |
| Total Contributions | $9,927,343 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| BLESSING WHITE COURSES | 900099 | $766,898 | $766,898 |
| MARC LEADERS COHORT/WORKSHOPS | 900099 | $425,745 | $425,745 |
| ADVISORY SERVICES | 900099 | $361,005 | $361,005 |
| CONFERENCE REVENUE | 900099 | $319,669 | $319,669 |
| HONORARIA | 900099 | $226,250 | $226,250 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $177,222 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $177,222 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $2,276,789 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $248,150 | TotalRevenueColumnAmt |
| Exclusion | $248,150 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $156 | TotalRevenueColumnAmt |
| Exclusion | $156 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,208,981 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,228,670 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$19,689 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$19,689 | TotalRevenueColumnAmt |
| Exclusion | -$19,689 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $499,542 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $3,362,129 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $499,542 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12,432,749 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,276,789 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $228,617 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,618,017 | TotalAmt |
| Program Services | $1,059,013 | ProgramServicesAmt |
| Management And General | $286,055 | ManagementAndGeneralAmt |
| Fundraising | $272,949 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,335,540 | TotalAmt |
| Program Services | $4,690,630 | ProgramServicesAmt |
| Management And General | $997,083 | ManagementAndGeneralAmt |
| Fundraising | $647,827 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $539,218 | TotalAmt |
| Program Services | $406,193 | ProgramServicesAmt |
| Management And General | $85,544 | ManagementAndGeneralAmt |
| Fundraising | $47,481 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,136,500 | TotalAmt |
| Program Services | $846,911 | ProgramServicesAmt |
| Management And General | $175,042 | ManagementAndGeneralAmt |
| Fundraising | $114,547 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $587,908 | TotalAmt |
| Program Services | $427,553 | ProgramServicesAmt |
| Management And General | $98,053 | ManagementAndGeneralAmt |
| Fundraising | $62,302 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $74,339 | TotalAmt |
| Management And General | $74,339 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $573,095 | TotalAmt |
| Program Services | $469,715 | ProgramServicesAmt |
| Management And General | $75,625 | ManagementAndGeneralAmt |
| Fundraising | $27,755 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,071 | TotalAmt |
| Program Services | $39,468 | ProgramServicesAmt |
| Management And General | $4,046 | ManagementAndGeneralAmt |
| Fundraising | $3,557 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $859,594 | TotalAmt |
| Program Services | $603,683 | ProgramServicesAmt |
| Management And General | $122,624 | ManagementAndGeneralAmt |
| Fundraising | $133,287 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $678,206 | TotalAmt |
| Program Services | $531,645 | ProgramServicesAmt |
| Management And General | $10,305 | ManagementAndGeneralAmt |
| Fundraising | $136,256 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $560,146 | TotalAmt |
| Program Services | $427,996 | ProgramServicesAmt |
| Management And General | $63,322 | ManagementAndGeneralAmt |
| Fundraising | $68,828 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| REPAIRS AND MAINTENANCE | $368,931 | $342,935 | $16,724 | $9,272 |
| MISCELLANEOUS | $346,925 | $282,921 | $44,857 | $19,147 |
| PRINTING & DESIGN | $125,867 | $125,867 | ||
| BOOKS AND SUBSCRIPTIONS | $91,855 | $88,789 | $2,044 | $1,022 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,721 | TotalAmt |
| Program Services | $59,348 | ProgramServicesAmt |
| Management And General | $2,075 | ManagementAndGeneralAmt |
| Fundraising | $298 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,004,933 | TotalAmt |
| Program Services | $10,402,667 | ProgramServicesAmt |
| Management And General | $2,057,738 | ManagementAndGeneralAmt |
| Fundraising | $1,544,528 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $850,304 | BOYAmt |
| EOY | $950,463 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,218,830 | BOYAmt |
| EOY | $4,343,812 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,581,215 | BOYAmt |
| EOY | $4,288,041 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $101,811 | BOYAmt |
| EOY | $56,916 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $505,428 | BOYAmt |
| EOY | $562,055 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $4,782,686 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,734,439 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,199,019 | BOYAmt |
| EOY | $2,048,247 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,538,833 | BOYAmt |
| EOY | $11,168,882 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,356,309 | BOYAmt |
| EOY | $4,558,222 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,351,749 | BOYAmt |
| EOY | $27,976,638 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,119,168 | BOYAmt |
| EOY | $3,979,952 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $83,000 | BOYAmt |
| EOY | $49,500 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,290,143 | BOYAmt |
| EOY | $1,309,850 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,492,311 | BOYAmt |
| EOY | $5,339,302 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,859,438 | BOYAmt |
| EOY | $22,637,336 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,859,438 | BOYAmt |
| EOY | $22,637,336 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,351,749 | BOYAmt |
| EOY | $27,976,638 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$1,572,184 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $571,597 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$221,515 | 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) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| 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) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $20,156,919 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,565,256 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,818,623 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,793,113 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,927,343 | CurrentTaxYearAmt |
| Total | $67,261,254 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $20,156,919 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,565,256 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,818,623 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,793,113 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,927,343 | CurrentTaxYearAmt |
| Total | $67,261,254 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $67,261,254 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $242,411 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $199,269 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $163,049 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $183,692 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $248,150 | CurrentTaxYearAmt |
| Total | $1,036,571 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $68,297,825 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $5,458,357 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.98480 | PublicSupportCY170Pct |
| Public Support PY170 | 0.98360 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,085,284 | BeginningYearBalanceAmt |
| Contributions | $10,957 | ContributionsAmt |
| Investment Earnings Or Losses | $670,671 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $416 | AdministrativeExpensesAmt |
| End Year Balance | $9,766,496 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,114,287 | BeginningYearBalanceAmt |
| Contributions | $140,862 | ContributionsAmt |
| Investment Earnings Or Losses | -$169,865 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $9,085,284 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,953,489 | BeginningYearBalanceAmt |
| Contributions | $789,727 | ContributionsAmt |
| Investment Earnings Or Losses | $371,071 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $9,114,287 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,246,945 | BeginningYearBalanceAmt |
| Contributions | $518,630 | ContributionsAmt |
| Investment Earnings Or Losses | $187,914 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $7,953,489 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,308,153 | BeginningYearBalanceAmt |
| Contributions | $3,624,561 | ContributionsAmt |
| Investment Earnings Or Losses | $314,231 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $7,246,945 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,528,634 | OtherCostOrOtherBasisAmt |
| Depreciation | $492,021 | DepreciationAmt |
| Book Value | $1,036,613 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,875,217 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,900,658 | DepreciationAmt |
| Book Value | $974,559 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $378,835 | OtherCostOrOtherBasisAmt |
| Depreciation | $341,760 | DepreciationAmt |
| Book Value | $37,075 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,048,247 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CERTIFICATES OF DEPOSIT | Desc |
| Book Value | $4,558,222 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $4,558,222 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED RENT OBLIGATION | Desc |
| Amt | $1,309,850 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,309,850 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | DURING 1992, THE "FELICE N. SCHWARTZ RESERVE FUND FOR THE ADVANCEMENT OF WOMEN IN BUSINESS AND THE PROFESSIONS" WAS CREATED. THE PRINCIPAL AMOUNT OF THE FUND MAY BE BORROWED ON A SHORT-TERM BASIS BY CATALYST TO COMPLETE RESEARCH PROJECTS, WHICH ARE OF STRATEGIC IMPORTANCE BUT LACK COMPLETE FUNDING, AND TO MEET TEMPORARY CASH FLOW NEEDS. THE INCOME EARNED FROM INVESTED PRINCIPAL WILL BE USED TO GROW THE FUND IN LINE WITH INFLATION AND TO COMPLETE THE FINANCING OF RESEARCH PROJECTS FOR WHICH THE MAJORITY OF FUNDS HAVE BEEN RAISED. BORROWINGS FROM THE PRINCIPAL AND INTEREST OF THIS FUND MUST BE REPAID. THERE WERE NO BORROWINGS FROM THE FUND FOR THE YEARS ENDED AUGUST 31, 2016 AND 2015. IN DECEMBER 2010, THE MAJOR GIFTS CAMPAIGN TO FUND THE LONGITUDINAL RESEARCH INITIATIVE: CHANGE LEADERSHIP RESEARCH CENTER, CAREER PATHWAYS RESEARCH CENTER, CORPORATE PRACTICES RESEARCH CENTER AND CORPORATE GOVERNANCE RESEARCH CENTER WAS ESTABLISHED. THE PRINCIPAL AMOUNT OF THE FUND WILL REMAIN INTACT. ONCE ALL THE PAYMENTS ARE RECEIVED, THE INTEREST ON THE FUND WILL SUPPORT THE ACTIVITIES OF THE FOUR RESEARCH CENTERS. EXPENDITURES WILL INCLUDE SALARIES FOR THE RESEARCH CENTER LEADERS, ENDOWED FELLOWS AND SCHOLARS; ENDOWED LONGITUDINAL DATA SETS AND; THOUGHT LEADERS CONVENING EVENTS. THERE WAS NO SPENDING FOR THE YEARS ENDED AUGUST 31, 2016 AND 2015. |
| PART X, LINE 2: | CATALYST INC. BELIEVES THAT IT HAS NO UNCERTAIN TAX POSITIONS AS OF AUGUST 31, 2016 AND 2015 IN ACCORDANCE WITH FASB ACCOUNTING STANDARDS CODIFICATION ("ASC") TOPIC 740, INCOME TAXES, WHICH PROVIDES STANDARDS FOR ESTABLISHING AND CLASSIFYING ANY TAX PROVISIONS FOR UNCERTAIN TAX POSITIONS. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | AWARDS DINNER | Event1Nm |
| Gross Receipts Event1 | $3,861,671 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $3,362,129 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $499,542 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $499,542 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $3,861,671 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $3,362,129 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $499,542 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $499,542 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $499,542 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $0 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 (11 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DEBORAH GILLIS | ||||||||||||||
| PRESIDENT & CEO | $259,208 | $109,272 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $259,208 | $109,272 | $0 | $0 |
| JENNIFER DANIEL-DAVIDSON | ||||||||||||||
| SENIOR VICE PRESIDENT | $222,293 | $0 | $0 | $0 | $0 | $0 | $22,229 | $0 | $26,585 | $0 | $271,107 | $0 | $0 | $0 |
| MERLYE MAHRER-KAPLAN | ||||||||||||||
| SENIOR VICE PRESIDENT | $184,764 | $0 | $0 | $0 | $0 | $0 | $18,476 | $0 | $21,126 | $0 | $224,366 | $0 | $0 | $0 |
| JAN COMBOPIANO | ||||||||||||||
| CHIEF KNOWLEDGE OFFICER | $166,782 | $0 | $0 | $0 | $0 | $0 | $16,678 | $0 | $9,985 | $0 | $193,445 | $0 | $0 | $0 |
| JEANINE PRIME | ||||||||||||||
| SENIOR VICE. PRESIDENT | $164,361 | $0 | $0 | $0 | $0 | $0 | $16,436 | $0 | $28,732 | $0 | $209,529 | $0 | $0 | $0 |
| CATHERINE CORLEY | ||||||||||||||
| SENIOR VICE PRESIDENT | $201,339 | $0 | $0 | $0 | $0 | $0 | $20,134 | $0 | $26,626 | $0 | $248,099 | $0 | $0 | $0 |
| MARY BOUGHTON | ||||||||||||||
| VICE PRESIDENT | $147,582 | $0 | $0 | $0 | $0 | $0 | $14,758 | $0 | $22,098 | $0 | $184,438 | $0 | $0 | $0 |
| KATHERINE GISCOMBE | ||||||||||||||
| VICE PRESIDENT | $150,514 | $0 | $0 | $0 | $0 | $0 | $15,051 | $0 | $9,520 | $0 | $175,085 | $0 | $0 | $0 |
| EMMA SABIN | ||||||||||||||
| VICE PRESIDENT | $138,674 | $0 | $0 | $0 | $0 | $0 | $13,867 | $0 | $29,781 | $0 | $182,322 | $0 | $0 | $0 |
| BRANDE STELLINGS | ||||||||||||||
| VP CORPORATE BOARD SERV. | $130,106 | $0 | $0 | $0 | $0 | $0 | $13,010 | $0 | $30,600 | $0 | $173,716 | $0 | $0 | $0 |
| JENNIFER TARLOW | ||||||||||||||
| VP HUMAN CAPITAL | $148,312 | $0 | $0 | $0 | $0 | $0 | $14,831 | $0 | $9,974 | $0 | $173,117 | $0 | $0 | $0 |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DEBORAH GILLIS | PersonNm |
| Relationship With Org | PRESIDENT. | RelationshipWithOrgTxt |
| Loan Purpose | P.R TAX LOAN | LoanPurposeTxt |
| Loan From Organization | Yes (X) | LoanFromOrganizationInd |
| Original Principal | $101,811 | OriginalPrincipalAmt |
| Balance Due | $56,916 | BalanceDueAmt |
| Default | 0 | DefaultInd |
| Board Or Committee Approval | Yes (1) | BoardOrCommitteeApprovalInd |
| Written Agreement | Yes (1) | WrittenAgreementInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $56,916 | TotalBalanceDueAmt |
Schedule M IRS990ScheduleM
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | EQUIPMENT | Desc |
| Contribution | 33 | ContributionCnt |
| Noncash Contributions Rpt F990 | $92,173 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 IS REVIEWED IN DETAIL BY THE AUDIT COMMITTEE AND IS MADE AVAILABLE FOR SEVEN DAYS TO THE FULL BOARD FOR REVIEW AND COMMENTS. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCES WITH THE CONFLICT OF INTEREST POLICY BY REQUIRING MEMBERS OF THE BOARD OF DIRECTORS TO NOTIFY THE ORGANIZATION IMMEDIATELY OF ANY CHANGES. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE PERFORMANCE OF THE CEO IS DISCUSSED AND REVIEWED BY THE CHAIR OF THE BOARD. THE FULL BOARD THEN DISCUSSES AND APPROVES THE SALARY OF THE CEO, COMPARABILITY DATA IS NOTED. THE APPROVED SALARY IS DOCUMENTED IN THE MINUTES AND A LETTER IS SENT BY THE CHAIR TO THE CFO AUTHORIZING PAYMENT OF THE SALARY. THE CEO REVIEWS THE PERFORMANCE OF THE OTHER OFFICERS AND RECOMMENDS THEIR SALARY TO THE FULL BOARD WHO THEN APPROVES. COMPARABILITY DATA IS NOTED. THE APPROVAL OF THE RECOMMENDED SALARIES IS DOCUMENTED IN THE MINUTES. THE BOARD CHAIR INCLUDES THIS INFORMATION IN THE LETTER TO THE CFO AS WELL. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE FINANCIAL STATEMENTS ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE WWW.CATALYST.ORG. GOVERNING DOCUMENTS AND THE CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | UNCOLLECTABLE CONTRIBUTIONS -221,515. |
| FORM 990, PART XII LINE 2C: | THE PROCESS OF OVERSEEING THE AUDIT AND SELECTION OF THE INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (5 entries)
| Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd | Province Or StateForeignAddress/ProvinceOrStateNm | Foreign PostalForeignAddress/ForeignPostalCd | EINEIN |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CATALYST EUROPE AG CO KPMG FIDES | ||||||||||||
| LANDISGYR-STRASSE 1 6300 | ZUG | SZ | RESEARCH AND ADVISORY | SZ | CATALYST INC | $913,073 | $2,350,060 | 1.00000 | 0 | |||
| CATALYST WOMEN RESEARCH AND CONSULTANCY | ||||||||||||
| INDIA PRIVATE LTDB-601 IVY TOWER | IN | RESEARCH AND ADVISORY | IN | CATALYST INC | $83,255 | $102,388 | 1.00000 | 0 | ||||
| CATALYST CANADA INC | ||||||||||||
| 8 KING STREET SUITE 505 | TORONTO | CA | RESEARCH AND ADVISORY | CA | CATALYST INC | $1,807,856 | $3,180,874 | 1.00000 | 0 | ONTARIO | ON M5C 1B5 | 885700815 |
| CATALYST AUSTRALIA WOMEN RESEARCH AND CONSULTING LTD | ||||||||||||
| 525 COLLINS STREET | MELBOURNE | AS | RESEARCH AND ADVISORY | AS | CATALYST INC | $108,930 | $356,051 | 1.00000 | 0 | VICTORIA | 3000 | |
| CATALYST JAPAN | ||||||||||||
| 4-3-9 NIHONBASHI MUROMACHI | TOKYO | JA | RESEARCH AND ADVISORY | JA | CATALYST INC | $212,283 | $178,763 | 1.00000 | 0 | CHOU-KU | 103-0022 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (1) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (10 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt |
|---|---|
| CATALYST CANADA INC | |
| E | $843,468 |
| CATALYST CANADA INC | |
| O | $118,948 |
| CATALYST EUROPE AG | |
| D | $615,789 |
| CATALYST EUROPE AG | |
| O | $57,904 |
| CATALYST JAPAN WOMEN RESEARCH AND CONSULTING LTD | |
| D | $529,377 |
| CATALYST JAPAN WOMEN RESEARCH AND CONSULTING KK | |
| O | $19,380 |
| CATALYST AUSTRALIA WOMEN RESEARCH AND CONSULTING LTD | |
| D | $53,996 |
| CATALYST AUSTRALIA WOMEN RESEARCH AND CONSULTING LTD | |
| O | $3,266 |
| CATALYST WOMEN RESEARCH AND CONSULTINCY INDIA PRIVATE LTD | |
| D | $478,037 |
| CATALYST WOMEN RESEARCH AND CONSULTINCY INDIA PRIVATE LTD | |
| O | $11,342 |
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