2014-09-03T10:20:28-05:00 2013-12-31 260446053 HAMILTON PYLE & BOWMAN LLP 8303 N Mopac Expy Suite A-120 Austin TX 78759 990 2013-01-01 202238653 Conscious Capitalism Inc CONS 5123278860 3115 NE Sandy Blvd 225 Portland OR 97212 Doug Rauch CEO 5123278860 2014-09-03 1 Michael R Grimes CPA P00633851 5126717711 2013 2015-11-30 17:44:51Z Randall Stagen 3115 NE Sandy Blvd 225 Portland OR 97212 1419442 0 1 X www.consciouscapitalism.org X 2005 DC Conscious Capitalism, Inc. offers transformative thinking, programs, events, and communities of inquiry designed to support the elevation of humanity through the application of the principles of Conscious Capitalism. 20 20 2 20 0 0 292330 489325 725253 930051 53 66 0 0 1017636 1419442 0 0 0 0 80155 100047 0 0 0 726877 1174466 807032 1274513 210604 144929 632298 882654 63722 169149 568576 713505 X Conscious Capitalism, Inc. is a non-profit organization dedicated to cultivating the theory and practice of Conscious Capitalism. 0 0 868870 930051 Conscious Capitalism, Inc. is dedicated to cultivating the theory and practice of Conscious Capitalism. Conscious Capitalism, Inc. offers transformative thinking, programs, events, and communities of inquiry designed to support the elevation of humanity through the application of the principles of Conscious Capitalism. In 2013 Conscious Capitalism hosted a Spring Conference with more than 300 attendees who attended two+ days of educational programming. The annual CEO Summit was held in the Fall with more than 160 attendees and also 2+ days of programming. These conferences are multi-faceted and include curriculum, speakers, and hands-on experiences which incorporate the teachings. Additional programming included the launch of a new website, electronic newsletters, social media, and providing speakers for other events. The objective of these programs is to introduce and deepen understanding of the four pillars guiding and underlying a business that practices Conscious Capitalism: Higher Purpose - Recognizing that every business has a purpose that includes, but is more than, making money; Stakeholder Orientation - A business needs to create clue with and for all its various stakeholders (customers, employees, vendors, investors, community, the environment, etc); Conscious Leadership - Conscious Leaders embrace the higher purpose of business, focus on created value for all the business stakeholders and purposefully create Conscious Culture; Conscious Culture - The values, principles, and practices underlying the atmosphere of a business. The organization has 19 people serving on the board. 0 868870 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 19 19 1 2 1 0 0 0 0 0 1 1 0 0 X 20 20 1 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 X X Venturity Financial Partners 2144323874 14131 Midway Rd 112 Addison TX 75001 Philomena Blees Board Member 5.00 X 0 0 0 Steve Leveen Board Member 5.00 X 0 0 0 Randall Stagen Board Member 5.00 X 0 0 0 Shubhro Sen Board Member 5.00 X 0 0 0 Doug Levy Co-Chairman 5.00 X X 0 0 0 Cheryl Rosner Board Member 5.00 X 0 0 0 Ed Freeman Board Member 5.00 X 0 0 0 Timothy Henry Board Member 5.00 X 0 0 0 Vidar Jorgensen Board Member 5.00 X 0 0 0 Jeff Klein Board Member 40.00 X 0 0 0 Roberta Lang Board Member 5.00 X 0 0 0 John Mackey Board Member 5.00 X 0 0 0 Susan Niederhoffer Board Member 5.00 X 0 0 0 Carrie Parsons Board Member 5.00 X 0 0 0 Doug Rauch Chairman 32.00 X X 81250 0 0 Rajendra Sisodia Co-Chairman 20.00 X X 0 0 0 Kip Tindell Board Member 5.00 X 0 0 0 Rick Voirin Board Member 5.00 X 0 0 0 Jack Lowe JR board Member 5.00 X 0 0 0 Laura Roberts board Member 5.00 X 0 0 0 81250 0 0 0 0 0 0 Jeff Klein 392 Durant Way Mill Valley CA 94941 Consulting 165000 1 72190 417135 489325 Program Service Revenu 900099 930051 930051 930051 66 66 1419442 930051 0 66 X 91500 17385 74115 8547 1624 6923 878 878 21713 21713 324055 74898 249157 15 15 1408 385 1023 7306 780 6526 3300 3300 626 626 23498 23498 2156 2156 Program and Event Costs 782213 768619 13594 Postage, printing, deli 2739 1820 919 Supplies 1601 1601 Conference and training 1356 1356 1602 44 1558 1274513 868870 405643 0 469596 609228 54312 153768 25879 74298 127889 89525 89525 -1121 1700 632298 882654 63722 40944 128205 63722 169149 X 568576 713505 568576 713505 632298 882654 144929 0 X 0 0 0 X 438587 330930 296895 292330 489325 1848067 438587 330930 296895 292330 489325 1848067 756951 1091116 266 317 46 53 66 748 290613 401494 368712 725253 930051 2716123 4564938 0.23900 0.50960 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 153768 25879 127889 127889 X X X X 0 0 0 0 0 0 0 0 0 Jeff Klein Board Member 165000 Monthly Marketing and Management 0 Form 990, Part VI, Section A, line 2 Line 2 explanation - Two of the board members, John Mackey and Roberta Lang, work for Whole Foods Market as senior executives. Two of the board members, Randall Stagen and Rick Voirin. worked with or for Stagen and Satori Capital. Two of the board members, Jeff Klein and Doug Rauch, worked for Conscious Capitalism, Inc. Form 990, Part VI, Section B, line 11 Line 11a explanation - The 990 is provided to all board members electronically prior to filing with request for full review, comment and approval. Form 990, Part VI, Section B, line 12c A copy of the policy is located in all board manuals,the corporate minute book and online. Form 990, Part VI, Section B, line 15 This organization follows the Rebuttable Presumption Checklist offered by the IRS under Section 4958 guidelines. It obtains a minimum of 5 comparables for each position offered with annual compensation equal to or in excess of $50,000. The comparables are given in writing to the board members at a meeting to discuss the hire. After discussion, the board approves the pay package and minutes of the discussion, along with the checklist and comparables, are filed with the minutes of the corporation (or the division board, as appropriate), prior to the first payment made to the new hire. This organization follows the Rebuttable Presumption Checklist offered by the IRS under Section 4958 guidelines. It obtains a minimum of 5 comparables for each position offered with annual compensation equal to or in excess of $50,000. The comparables are given in writing to the board members at a meeting to discuss the hire. After discussion, the board approves the pay package and minutes of the discussion, along with the checklist and comparables, are filed with the minutes of the corporation (or the division board, as appropriate), prior to the first payment made to the new hire. Form 990, Part VI, Section C, line 18 The Form 1023 and Form 990 are available upon request by email and via Guidestar.org. Form 990, Part VI, Section C, line 19 The governing documents, policies, and financial statements are available upon request by return mail or email. Form 990, Part IX, line 11g Payroll fees: Program service expenses 40. Management and general expenses 360. Fundraising expenses 0. Total expenses 400. Consulting: Program service expenses 57,038. Management and general expenses 248,797. Fundraising expenses 0. Total expenses 305,835. Graphic Design: Program service expenses 17,820. Management and general expenses 0. Fundraising expenses 0. Total expenses 17,820.