2025-10-03T12:35:04-05:00 2024-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 1500 RXR PLAZA WEST TOWER UNIONDALE NY 11556 990 2024-01-01 043382623 LEAN ENTERPRISE INSTITUTE INC LEAN 6178712900 867 BOYLSTON STREET 5TH FLOOR BOSTON MA 02116 JOSHUA HOWELL PRESIDENT 6178712900 2025-10-01 1 1 CATHERINE PETERCSAK P01357092 5167472000 2025-09-30 2024 2025-03-06 01:10:19Z JOSHUA HOWELL 867 BOYLSTON STREET 5TH FLOOR BOSTON MA 02116 7425637 0 X WWW.LEAN.ORG X 1997 MA TO PROVIDE RESEARCH AND EDUCATION TO CREATE GREATER EFFICIENCY AND PRODUCTIVITY IN MANUFACTURING, SERVICES AND HEALTHCARE. 13 9 14 13 0 0 650 0 7149331 6408154 15248 21554 12859 810145 7178088 7239853 0 10000 0 0 2584855 2209454 0 0 0 5153527 5146177 7738382 7365631 -560294 -125778 2982738 3087005 1556138 1706448 1426600 1380557 X TO PROMOTE THE WIDESPREAD ADOPTION OF A SET OF IDEAS KNOWN AS LEAN THINKING. 0 0 4041278 3597027 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. 1643277 846492 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. 700280 797315 LEAN PUBLICATIONS - SALES OF LEI WORKBOOKS, REFERENCE BOOKS THAT EXPLAIN THE ROOTS OF LEAN AND RELATED PRODUCTS THAT SUPPORT THE IMPLEMENTATION OF LEAN. 516652 10000 1964635 OTHER PROGRAMS INCLUDE THE FOLLOWING -1) LEAN WORKSHOPS - THE INSTITUTE'S WORKSHOPS DELIVER PRACTICAL AND COMPREHENSIVE CONTENT ABOUT THE KEY ELEMENTS OF LEAN KNOWLEDGE AND HOW TO IMPLEMENT THEM.2) PHILANTHROPY - THE ORGANIZATION MADE A CONTRIBUTION TO THE JAMES P. WOMACK SCHOLARSHIP & PHILANTHROPY FUND (THE JPW FUND) AT OAKLAND UNIVERSITY. 516652 10000 1964635 6901487 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 34 0 14 1 0 0 0 0 0 0 0 0 0 0 0 0 X 13 9 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X ANNE MOLA 6172500380 867 BOYLSTON STREET 5TH FLOOR BOSTON MA 02116 JOSHUA HOWELL PRESIDENT & EXECUTIVE TEAM 40.00 X X 311816 0 58041 LARA ANDERSON ED PARTNERSHIPS/BOARD TREASURER 40.00 X X 187981 0 50071 RACHEL REGAN ED-EVENTS/BOARD CLERK 40.00 X X 173150 0 18991 PETER WARD CHAIRMAN 1.00 X X 0 0 0 JOSE FERRO DIRECTOR 1.00 X 0 0 0 LISA YERIAN DIRECTOR 1.00 X 0 0 0 CESAR GON DIRECTOR 1.00 X 0 0 0 JAMES P WOMACK DIRECTOR 1.00 X 22610 0 0 NIGEL DALTON DIRECTOR 1.00 X 0 0 0 ADRIENNE TRIMBLE DIRECTOR 1.00 X 0 0 0 RACHNA SHAH DIRECTOR 1.00 X 0 0 0 PEG PENNINGTON DIRECTOR 1.00 X 0 0 0 TOM PAIDER DIRECTOR 1.00 X 0 0 0 MATTHEW SAVAS DIRECTOR, CONTENT 40.00 X 187959 0 39334 KAREN GAUDET SENIOR COACH 40.00 X 409559 0 56700 MARK REICH SENIOR COACH & CHIEF ENGINEER, STRATEGY 40.00 X 358371 0 37751 ANNE MOLA DIRECTOR OF FINANCE & HR 1.00 X 134188 0 1306 MASIA GOODMAN DIRECTOR OF ONLINE LEARNING 1.00 X 120852 0 6398 LORY MONIZ GRAPHIC ARTIST/WEB MGR 1.00 X 120785 0 35153 JENNIFER HURNER PROGRAM MGR, PARTNERSHIPS 1.00 X 118042 0 21185 2145313 0 324930 10 0 1 0 VALUE STREAM SOLUTIONS LLC 6 HIGHWAY ROAD ROCKPORT MA 01966 LEAN CONSULTING SERVICES 306223 THOMAS FOCO LEAN BUSINESS MANAGEMEN 6784 THUNDERBIRD COURT REDMOND OR 97756 LEAN CONSULTING SERVICES 239734 AAFCPAS INC 50 WASHINGTON STREET WESTBOROUGH MA 01581 ACCOUNTING SERVICES 172135 FOURTRE CONSULTING INC 4304 SAVANNAH CIRCLE PARKER TX 75002 LEAN CONSULTING SERVICES 142772 ACEVEDO DBA LEAN IN LLC 2038 NEWPORT WAY NW ISSAQUAH WA 98027 LEAN CONSULTING SERVICES 141521 8 CO-LEARNINGS PARTNER R 611430 3597027 3597027 CONFERENCE FEES 611430 1964635 1964635 ANNUAL SUMMIT 611430 818865 818865 SPEAKING AND ASSESSMEN 611430 27627 27627 6408154 21554 21554 1072 1072 983099 185784 797315 797315 OTHER REVENUE 900099 11758 11758 11758 7239853 7205469 0 34384 10000 10000 1516213 1193832 322381 388536 387530 1006 30610 29020 1590 117458 112398 5060 156637 131174 25463 61810 51762 10048 138786 116225 22561 18386 15397 2989 84923 84923 115907 104531 11376 139362 116707 22655 152768 152768 43105 36098 7007 13483 13483 6500 5444 1056 8639 7235 1404 DIRECT PROGRAM COSTS 4257490 4257490 BUSINESS DEVELOPMENT 65820 55120 10700 DUES 24121 20200 3921 BAD DEBT 6200 6200 8877 7433 1444 7365631 6901487 464144 0 286349 233066 1194360 1583385 81223 81223 559288 493078 415962 466187 297861 60479 113720 142112 33975 27475 2982738 3087005 314560 460182 747890 648585 493688 480934 0 116747 1556138 1706448 X 1426600 1380557 1426600 1380557 2982738 3087005 -125778 26651 53084 0 X 0 1 X 1 0 X 2185 1052454 2896 650 1058185 5218069 4693842 7046506 7149331 7205469 31313217 5220254 5746296 7049402 7149981 7205469 32371402 0 0 0 32371402 916 3071 27051 22626 53664 916 3071 27051 22626 53664 1056 11758 12814 5221170 5746296 7052473 7178088 7239853 32437880 0.99800 0.99690 0.00170 0.00120 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2023 AMOUNT: $ 1,056. 2024 AMOUNT: $ 11,758. 0 DUE TO AFFILIATES 116747 116747 X 7253021 26651 -13483 13168 7239853 0 7239853 7352148 0 7352148 13483 13483 7365631 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, 2024, 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, 2024. THE ORGANIZATION DOES NOT EXPECT ANY MATERIAL CHANGE IN UNCERTAIN TAX BENEFITS WITHIN THE NEXT 12 MONTHS. PART XI, LINE 2D - OTHER ADJUSTMENTS: INTEREST EXPENSE -13,483. PART XII, LINE 4B - OTHER ADJUSTMENTS: INTEREST EXPENSE 13,483. 1 OAKLAND UNIVERSITY PAWLEY LEAN INSTITUTE 502 MEADOW BROOK RD ROCHESTER MI 48309 381714400 GOV'T 10000 0 TO FUND THE JAMES P. WOMACK SCHOLARSHIP & PHILANTHROPY FUND (THE JPW FUND). 1 0 PART I, LINE 2: THE ORGANIZATION (LEI) PROVIDED A GRANT TO OAKLAND UNIVERSITY'S PAWLEY LEAN INSTITUTE THAT FUNDED THE JAMES P. WOMACK SCHOLARSHIP & PHILANTHROPY FUND (JPW FUND). THE UNIVERSITY USED THE FUNDING TO PLACE STUDENTS INTO PAID INTERNSHIPS IN COMMUNITY SERVICE ORGANIZATIONS WHERE THEY WILL CONTINUE THEIR LEARNING UNDER THE GUIDANCE OF COACHES FROM LEI. THE UNIVERSITY WILL ENSURE THAT FUNDS ARE BEING USED FOR THE GRANT'S INTENDED PURPOSE. X X X X 0 0 0 0 0 0 0 0 0 KAREN GAUDET SENIOR COACH 409559 0 0 0 0 0 13800 0 42900 0 466259 0 0 0 MARK REICH SENIOR COACH & CHIEF ENGINEER, STRAT 358371 0 0 0 0 0 13800 0 23951 0 396122 0 0 0 JOSHUA HOWELL PRESIDENT & EXECUTIVE TEAM 311816 0 0 0 0 0 12728 0 45313 0 369857 0 0 0 LARA ANDERSON ED PARTNERSHIPS/BOARD TREASURER 187981 0 0 0 0 0 7682 0 42389 0 238052 0 0 0 MATTHEW SAVAS DIRECTOR, CONTENT 187959 0 0 0 0 0 7633 0 31701 0 227293 0 0 0 RACHEL REGAN ED-EVENTS/BOARD CLERK 173150 0 0 0 0 0 4676 0 14315 0 192141 0 0 0 LORY MONIZ GRAPHIC ARTIST/WEB MGR 120785 0 0 0 0 0 4938 0 30215 0 155938 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION'S MANAGEMENT, ALONG WITH THE BOARD OF DIRECTORS, REVIEWS AND APPROVES THE FORM 990 AT THE ANNUAL BOARD MEETING PRIOR TO ITS FILING WITH THE IRS. 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. IF A POTENTIAL CONFLICT IS DISCLOSED, THE BOARD CHAIR WILL REVIEW TO DETERMINE IF A CONFLICT EXISTS AND IF NECESSARY, ENFORCE COMPLIANCE WITH THE ORGANIZATION'S POLICY. 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. COMPENSATION INCREASES ARE IN THE BUDGET THAT IS APPROVED BY THE BOARD OF DIRECTORS. THE CHAIRMAN OF THE BOARD APPROVES THE COMPENSATION OF THE PRESIDENT & EXECUTIVE TEAM MEMBER. ALL DECISIONS REGARDING COMPENSATION ARE DOCUMENTED IN WRITING. 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.