CENTER FOR CREATIVE LEADERSHIP: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- CENTER FOR CREATIVE LEADERSHIP (EIN 23-7079591)
- Tax period
- 2011-04-01 to 2012-03-31
- Filed
- 2013-02-14
- IRS object ID
- 201300459349302800
- Schema version
- 2011v1.5
- 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 E
- Schedule F
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-02-14T17:18:21-06:00 | Timestamp |
| Tax Period End Date | 2012-03-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 420714325 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCGLADREY LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 230 N ELM ST STE 1100 | AddressLine1 |
| City | GREENSBORO | City |
| State | NC | State |
| ZIP Code | 27401 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-04-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237079591 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CENTER FOR CREATIVE LEADERSHIP | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | CENT | NameControl |
| Phone | 3362887210 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 26300 1 LEADERSHIP PLACE | AddressLine1 |
| City | GREENSBORO | City |
| State | NC | State |
| ZIP Code | 27438 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BRADLEY E SHUMAKER | Name |
| Title | EXECUTIVE VP/CFO | Title |
| Phone | 3362887210 | Phone |
| Date Signed | 2013-02-14 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | TAMELA L GAINEY | Name |
| PTIN | P00437957 | PTIN |
| Phone | 3362724551 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | JOHN R RYAN | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 26300 1 LEADERSHIP PLACE | AddressLine1 |
| City | GREENSBORO | City |
| State | NC | State |
| ZIP Code | 27438 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 94278795 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.CCL.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1970 | YearFormation |
| State Legal Domicile | NC | StateLegalDomicile |
| Activity Or Mission Description | SEE SCHEDULE O | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 22 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 21 | NbrIndependentVotingMembers |
| Total Nbr Employees | 470 | TotalNbrEmployees |
| Total Nbr Volunteers | 42 | TotalNbrVolunteers |
| Total Gross UBI | -118239 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -118239 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 85675 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 150340 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 75376204 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 86947017 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 5245846 | InvestmentIncomePriorYear |
| Investment Income Current Year | 4862816 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 2185066 | OtherRevenuePriorYear |
| Other Revenue Current Year | 2305657 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 82892791 | TotalRevenuePriorYear |
| Total Revenue Current Year | 94265830 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 41362121 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 46913230 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 686824 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 37607854 | OtherExpensePriorYear |
| Other Expenses Current Year | 43998543 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 78969975 | TotalExpensesPriorYear |
| Total Expenses Current Year | 90911773 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 3922816 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 3354057 | RevenuesLessExpensesCY |
| Total Assets BOY | 124924434 | TotalAssetsBOY |
| Total Assets EOY | 125249441 | TotalAssetsEOY |
| Total Liabilities BOY | 25750011 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 27310838 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 99174423 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 97938603 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | TO FULLY REALIZE OUR MISSION, THE CENTER WILL CREATE NEW KNOWLEDGE THAT ADVANCES OUR FIELD AND THAT POSITIVELY TRANSFORMS THE WAY LEADERS, THEIR ORGANIZATIONS AND THIER SOCIETIES CONFRONT THE MOST DIFFICULT CHALLENGES OF THE 21ST CENTURY. THESE IMPERATIVES REQUIRE THAT THE CENTER BECOME THE PREEMINENT GLOBAL INSTITUTION FOR LEADERSHIP DEVELOPMENT AND RESEARCH. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 3977310 | Expense |
| Revenue | 11828335 | Revenue |
| Description | LEADERSHIP DEVELOPMENT PROGRAM (LDP): LDP IS THE CENTER FOR CREATIVE LEADERSHIP'S ("CCL") FLAGSHIP EXECUTIVE EDUCATION PROGRAM AND IS ATTENDED BY MORE EXECUTIVES WORLDWIDE THAN ANY SIMILAR TYPE PROGRAM. PARTICIPANTS OF THE PROGRAM TEND TO BE MIDDLE TO SENIOR LEVEL EXECUTIVES FROM THE PRIVATE, GOVERNMENT, MILITARY, EDUCATION AND NONPROFIT SECTORS. THE PROGRAM INCLUDES FIVE DAYS OF ON-SITE INSTRUCTION SURROUNDED BY INTENSE PRE AND POST WORK ASSIGNMENTS. THE PRIMARY OBJECTIVE OF THE PROGRAM IS TO ASSIST THE PARTICIPANT IN INCREASING HIS OR HER LEADERSHIP CAPACITY THROUGH A FEEDBACK INTENSIVE LEARNING EXPERIENCE AND HAND-ON ACTIVITIES. DURING THE FISCAL YEAR ENDED MARCH 31, 2012, 1,780 PARTICIPANTS ATTENDED THE LPD PROGRAM. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1182236 | Expense |
| Revenue | 3160515 | Revenue |
| Description | LEADERSHIP AT THE PEAK (LAP): LAP IS CCL'S MOST SENIOR LEVEL EXECUTIVE EDUCATION PROGRAM AND IS TARGETED FOR PARTICIPANTS WHO ARE AT THE HIGHEST EXECUTIVE POSITIONS WITHIN THEIR ORGANIZATION. MOST PARTICIPANTS ARE EITHER THE CEO OF THEIR ORGANIZATION OR A DIRECT REPORT OF THE CEO. THIS PROGRAM IS CHARACTERIZED BY LOW CLASS SIZE AND A HIGH FACULTY TO STUDENT RATIO. THE PROGRAM INCLUDES FIVE DAYS OF ON-SITE INSTRUCTION WITH SIGNIFICANT PRE AND POST WORK ASSIGNMENTS. THE PROGRAM ALLOWS FOR INTENSE LEARNING AMONG CLASS PARTICIPANTS AND IS GEARED TO ADDRESS THE DEMANDS AND NEEDS OF TOP EXECUTIVES. PARTICIPANTS COME FROM ALL SECTORS OF BUSINESS INCLUDING GOVERNMENT, MILITARY, NONPROFIT, EDUCATIONAL AND PRIVATE WITH THE OBJECTIVE OF EXPANDING THEIR LEADERSHIP CAPACITY. SEE SCHEDULE O FOR CONTINUATION...DURING THE FISCAL YEAR ENDED MARCH 31, 2012, 286 PARTICIPANTS ATTENDED THE LAP PROGRAM. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1964454 | Expense |
| Revenue | 2119429 | Revenue |
| Description | ROBERT WOOD JOHNSON FOUNDATION (RWJF) EXECUTIVE NURSE FELLOWS PROGRAM - FUNDED BY THE RWJF, THIS IS A HIGHLY COMPETITIVE NATIONAL NURSE FELLOWSHIP PROGRAM DESIGNED TO EXPAND NURSE LEADERSHIP AND POSITION NURSES TO HELP LEAD CHANGE IN THE UNITED STATES HEALTH CARE SYSTEM. THIS WORLD-CLASS FELLOWSHIP PROGRAM ENHANCES NURSE LEADERS' EFFECTIVENESS IN HELPING TO LEAD A REFORMED HEALTH CARE SYSTEM. THE MOST RECENT PROGRAM INCLUDES 20 NURSES FROM 150 APPLICANTS FOR THE THREE-YEAR PROGRAM. DURING THE FISCAL YEAR ENDING MARCH 31, 2012, 60 CURRENT AND 45 ALUMNI NURSES PARTICIPATED IN THE PROGRAM. THEY JOIN MORE THAN 200 NURSE LEADERS WHO HAVE PARTICIPATED IN THE RWJF EXECUTIVE NURSE FELLOWS PROGRAM SINCE IT BEGAN IN 1998. SEE SCHEDULE O FOR CONTINUATION...THE PROGRAM IS CO-DIRECTED BY LINDA CRONENWETT, PH.D., R.N., F.A.A.N., THE BEERSTECHER BLACKWELL TERM PROFESSOR AND FORMER DEAN OF THE SCHOOL OF NURSING AT THE UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL, AND DAVID ALTMAN, EXECUTIVE VICE PRESIDENT OF RESEARCH, INNOVATION AND PRODUCT DEVELOPMENT AT CCL. | Description |
Activity Other ActivityOther (5 entries)
| ExpenseExpense | RevenueRevenue | DescriptionDescription |
|---|---|---|
| 1125725 | 5244014 | LEADING FOR ORGANIZATIONAL IMPACT - THE LOOKING GLASS EXPERIENCE (LOI): LOI BREAKS OPEN KEY CHALLENGES FACED BY SENIOR LEADERS THROUGH A COMPREHENSIVE, GLOBAL, DAY-IN-THE-LIFE BUSINESS SIMULATION. COMBINED WITH FEEDBACK, ASSESSMENTS AND COACHING, PARTICIPANTS GAIN A CLEAR VIEW OF HOW THEIR PARTICULAR LEADERSHIP STYLE AFFECTS THEIR WORKPLACE, THOSE THEY WORK WITH AND ULTIMATELY, THEIR OWN SUCCESS AS A LEADER. THE PARTICIPANTS FOCUS ON FOUR FUNDAMENTAL SKILLS - SELF-AWARENESS, COMMUNICATION, INFLUENCE, AND LEARNING AGILITY - THAT THEY HAVE DEVELOPED DURING THEIR CAREERS, BUT WITH AN EMPHASIS ON WHAT CHANGES AT THE TOP. IN ADDITION, THE PROGRAM COVERS TWO AREAS THAT ARE CRITICAL AT THE SENIOR LEVEL: THINKING AND ACTING STRATEGICALLY AND WORKING ACROSS BOUNDARIES. DURING THE FISCAL YEAR ENDED MARCH 31, 2012, 742 PARTICIPANTS ATTENDED THE LOI PROGRAM. |
| 638183 | 647897 | GOLDEN LEAF - FUNDED BY THE GOLDEN LEAF FOUNDATION, THIS PROGRAM ALLOWS ELIGIBLE PARTICIPANTS FROM NORTH CAROLINA BASED UNIVERSITIES TO JOIN WITH OTHER GOLDEN LEAF SCHOLARS TO BUILD LEADERSHIP SKILLS THROUGH INTERACTIVE, DYNAMIC WORKSHOPS DURING THE ACADEMIC YEAR. DURING THE SUMMER, PARTICIPANTS HAVE THE OPPORTUNITY TO PRACTICE AND APPLY THESE SKILLS IN AN INTERNSHIP, COMMUNITY SERVICE, OR OTHER ACTION-LEARNING PROJECT. THE SKILLS AND KNOWLEDGE PARTICIPANTS DEVELOP IN THIS PROGRAM HELP THEM DURING THEIR COLLEGE EXPERIENCE AND CONTINUE TO BE IMPORTANT AS THEY START EXPLORING AND MOVING INTO THE CAREER WORLD. THE PROGRAM CAN ACCOMODATE 120 FRESHMEN GOLDEN LEAF SCHOLARS. |
| 125549 | 128922 | YMCA BLACK AND LATINO LEADERSHIP AND MENTORING PROGRAM - THIS PROGRAM WAS DESIGNED IN CONJUNCTION WITH THE HAYES-TAYLOR YMCA IN GREENSBORO, NC AND IS FUNDED BY THE OFFICE OF JUSTICE PROGRAMS (OJP) OF THE US DEPARTMENT OF JUSTICE. THE PROGRAM IS DESIGNED TO HELP MEET THE GROWING NEED FOR SUPPORT AND MENTORSHIP IN THE CRITICAL YEARS OF HIGH SCHOOL. THE YOUTH PARTICIPATE IN A SEVEN YEAR PROGRAM GEARED TOWARD INCREASING PARTICIPANTS' SELF-AWARENESS. ACTIVITIES ARE INTERACTIVE, EXPERIMENTAL, INFORMATIVE, AND DEVELOPMENTAL. THEIR LESSONS ARE RELEVANT, WHICH ENCOURAGES PARTICIPATION. THE CURRICULUM IS COUPLED WITH CONSTANT EVALUATION AND FEEDBACK, AND IS MAKING AN IMPRESSIVE DIFFERENCE IN THE LIVES AND SELF-ESTEEM OF THE STUDENT PARTICIPANTS. |
| 172892 | 129162 | USAID - THE CENTER FOR CREATIVE LEADERSHIP (CCL) LAUNCHED LEADERSHIP BEYOND BOUNDARIES (LBB), A GLOBAL INITIATIVE TO DEMOCRATIZE LEADERSHIP DEVELOPMENT AND UNLOCK HUMAN POTENTIAL IN 2006. WE HAVE DELIVERED LBB PROGRAMS TO MORE THAN 20 DEVELOPING COUNTRIES TO OVER 50,000 INDIVIDUALS AND MORE THAN 100 SOCIAL SECTOR ORGANIZATIONS OVER THE PAST YEARS.THROUGH THIS EFFORT, WE ARE WORKING TO MAKE HIGH-QUALITY LEADERSHIP DEVELOPMENT AFFORDABLE, ACCESSIBLE AND SCALABLE TO ALL PEOPLE AROUND THE GLOBE. CCL HAS BEGUN CREATING LOW COST LEADERSHIP DEVELOPMENT PROGRAMS, TOOLS, AND MODELS THAT CAN BE OFFERED AT THE GRASSROOTS VIA NGOS, EDUCATIONAL INSTITUTIONS, GOVERNMENT AGENCIES, AND COMMUNITY ORGANIZATIONS.THESE METHODS APPLY MORE THAN FOUR DECADES OF KNOWLEDGE FROM CCL'S RESEARCH AND TRAINING PRACTICE TO CREATE: A GREATER UNDERSTANDING OF LEADERSHIP AND DEVELOPMENT; PROVIDE ENHANCED SELF-AWARENESS, CLARITY OF CHALLENGES AND GOALS, AND INTERPERSONAL AND COACHING SKILLS; AND BUILD SELF-CONFIDENCE AND A LEARNING ORIENTATION. |
| 73358019 | 66930472 | OTHER PROGRAM SERVICES |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 75420368 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Rev | 73080467 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 82544368 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 1 | School |
| Foreign Office | 1 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Info In Schedule O Part V | X | InfoInScheduleOPartV |
| Number Forms Transmitted With1096 | 666 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 470 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 1 | ForeignFinancialAccount |
| Name Of Foreign Country | BE | NameOfForeignCountry |
| Name Of Foreign Country | IN | NameOfForeignCountry |
| Name Of Foreign Country | FR | NameOfForeignCountry |
| Name Of Foreign Country | RS | NameOfForeignCountry |
| Name Of Foreign Country | SN | NameOfForeignCountry |
| Name Of Foreign Country | UK | NameOfForeignCountry |
| Name Of Foreign Country | ET | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 22 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 21 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 1 | LocalChapters |
| Policies Reference Chapters | 1 | PoliciesReferenceChapters |
| Form990 Provided To Governing Body | 0 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 1 | InvestmentInJointVenture |
| Written Policy Or Procedure | 1 | WrittenPolicyOrProcedure |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NC | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRADLEY E SHUMAKER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 3362864008 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE LEADERSHIP PLACE | AddressLine1 |
| City | GREENSBORO | City |
| State | NC | State |
| ZIP Code | 27410 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (39 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| INGAR SKAUG | ||||||||
| CHAIRMAN-GOVERNORS & TRUSTEE | 4.00 | X | 43900 | 0 | 0 | |||
| JOHN R RYAN | ||||||||
| PRESIDENT, CEO, GOVERNOR | 40.00 | X | 576808 | 0 | 56545 | X | ||
| VICTORIA J MARSICK PHD | ||||||||
| GOVERNOR | 2.00 | X | 6750 | 0 | 0 | |||
| SUE W COLE | ||||||||
| VICE CHAIR-GOVERNORS & TRUSTEE | 2.00 | X | 13350 | 0 | 0 | |||
| CUTLER DAWSON | ||||||||
| GOVERNOR | 2.00 | X | 9500 | 0 | 0 | |||
| JOHN W HANDY | ||||||||
| GOVERNOR | 2.00 | X | 0 | 0 | 0 | |||
| W WINBURNE KING III | ||||||||
| TRUSTEE-VICE CHAIR & GOVERNOR | 2.00 | X | 14800 | 0 | 0 | |||
| MARC NOEL | ||||||||
| GOVERNOR | 2.00 | X | 0 | 0 | 0 | |||
| PETER L RICHARDSON | ||||||||
| TRUSTEE CHAIRMAN & GOVERNOR | 2.00 | X | 43900 | 0 | 0 | |||
| THOMAS W ROSS | ||||||||
| GOVERNOR | 2.00 | X | 10500 | 0 | 0 | |||
| DAVID A THOMAS PHD | ||||||||
| GOVERNOR | 2.00 | X | 10500 | 0 | 0 | |||
| ILENE C WASSERMAN PHD | ||||||||
| GOVERNOR | 2.00 | X | 11500 | 0 | 0 | |||
| ERIC R CALHOUN | ||||||||
| TRUSTEE | 2.00 | X | 6100 | 0 | 0 | |||
| HAYNES G GRIFFIN | ||||||||
| TRUSTEE | 2.00 | X | 6100 | 0 | 0 | |||
| L RICHARDSON PREYER JR | ||||||||
| TRUSTEE | 2.00 | X | 6100 | 0 | 0 | |||
| TYLER B RICHARDSON | ||||||||
| TRUSTEE | 2.00 | X | 4900 | 0 | 0 | |||
| NENAD PACEK | ||||||||
| GOVERNOR | 2.00 | X | 9500 | 0 | 0 | |||
| CAROLYN Y WOO PHD | ||||||||
| GOVERNOR | 2.00 | X | 9500 | 0 | 0 | |||
| OP BHATT | ||||||||
| GOVERNOR | 2.00 | X | 10500 | 0 | 0 | |||
| RAYMOND M BURSE | ||||||||
| GOVERNOR | 2.00 | X | 4750 | 0 | 0 | |||
| MARCIA AVEDON | ||||||||
| GOVERNOR | 2.00 | X | 4750 | 0 | 0 | |||
| VANCE W TANG | ||||||||
| GOVERNOR | 2.00 | X | 4750 | 0 | 0 | |||
| JOHN D BUTLER | ||||||||
| GOVERNOR | 2.00 | X | 0 | 0 | 0 | |||
| BARBARA FREDRICKSON PHD | ||||||||
| GOVERNOR | 2.00 | X | 0 | 0 | 0 | |||
| DAVID G ALTMAN | ||||||||
| EVP RESEARCH, INNOVATION & | 40.00 | 227788 | 0 | 28539 | X | |||
| BRUCE BYINGTON | ||||||||
| VP AMERICAS | 40.00 | 215177 | 0 | 26833 | X | |||
| PAUL J DRAEGER | ||||||||
| VP CHIEF TALENT OFFICER | 40.00 | 146491 | 0 | 23254 | X | |||
| MONA G EDWARDS | ||||||||
| VP CHIEF OF STAFF & SECRET | 40.00 | 135489 | 0 | 14807 | X | |||
| PORTIA R MOUNT | ||||||||
| VP GLOBAL MARKETING | 40.00 | 173648 | 0 | 19595 | X | |||
| WILLIAM A PASMORE | ||||||||
| SVP & GLOBAL ORG LEADERSHI | 40.00 | 124594 | 0 | 21344 | X | |||
| BRADLEY E SHUMAKER | ||||||||
| EVP, CFO, CHIEF ADMIN OFFICER | 40.00 | 258687 | 0 | 22769 | X | |||
| GUYLAINE A RENAUD | ||||||||
| ASST TREASURER & ASST SECR | 40.00 | 134397 | 0 | 16947 | X | |||
| JOAN SHIELDS | ||||||||
| MANAGING DIRECTOR | 40.00 | 160234 | 0 | 16420 | X | |||
| JOHN F FERGUSON | ||||||||
| MANAGING DIRECTOR | 40.00 | 166730 | 0 | 18867 | X | |||
| DONALD W PRINCE | ||||||||
| MANAGING DIRECTOR | 40.00 | 159421 | 179026 | 19262 | X | |||
| EDWARD MARSHALL | ||||||||
| SENIOR PARTNER, ORG LEADER | 40.00 | 153664 | 0 | 16632 | X | |||
| MICHAEL KOSSLER | ||||||||
| APAC DIRECTOR OF FACULTY, | 40.00 | 136449 | 91198 | 21167 | X | |||
| LUCILE JOHNSON | ||||||||
| GROUP DIRECTOR NORTH AMERICA BUSINESS DEVELOPMENT | 40.00 | 180238 | 0 | 19852 | X | |||
| RENEE HULTIN | ||||||||
| GROUP DIRECTOR OF GLOBAL PRODUCT SERVICES | 40.00 | 163840 | 0 | 9825 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 3345305 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 270224 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 352658 | TotalOtherCompensation |
| Number Individuals GT100 K | 116 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation | Address Line1AddressOfContractor/AddressForeign/AddressLine1 | CityAddressOfContractor/AddressForeign/City | CountryAddressOfContractor/AddressForeign/Country | Postal CodeAddressOfContractor/AddressForeign/PostalCode |
|---|---|---|---|---|---|---|---|---|---|
| DATA SOLUTIONS INC | |||||||||
| 5900 BAKER ROAD | MINNETONKA | MN | 55345 | PROGRAM MODELING AND CONSULTING SERVICES | 1506992 | ||||
| CONEX CONSULTING EXECUTIVE | |||||||||
| PROJECT MANAGEMENT | 739755 | VILLERSIEL 226 | SCHOTEN | BE | 2900 | ||||
| MINDS & MORE | |||||||||
| MARKETING MANAGEMENT | 500924 | PIERRE-EMMANUEL FOBE LAMBROEKSTRAA | DIEGEM | BE | B-1831 | ||||
| FEDERAL EXPRESS CORP | |||||||||
| 3131 DEMOCRATIC ROAD | MEMPHIS | TN | 38118 | SHIPPING SERVICES | 491079 | ||||
| PLATINUM EUROPE SANV | |||||||||
| ERP CONSULTING & TRAINING | 376964 | BOULEVARD DU SOUVERAIN 100 VORSTLAA | BRUSSELS | BE | BE-1170 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 60 | NumberOfContractorsGT100K |
| All Other Contributions | 150340 | AllOtherContributions |
| Total Contributions | 150340 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| PROFESSIONAL INCOME | 611600 | 50479340 | 50479340 |
| TUITION INCOME | 611600 | 25176295 | 25176295 |
| PRGM & RESEARCH GRANTS | 611600 | 5486602 | 5486602 |
| TEST & MATERIALS SALES | 611600 | 4561084 | 4561084 |
| PUBLICATION SALES | 611600 | 1243696 | 1243696 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 86947017 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1663740 | TotalRevenueColumn |
| Unrelated Business Revenue | 4317 | UnrelatedBusinessRevenue |
| Exclusion | $1,659,423 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1833766 | TotalRevenueColumn |
| Unrelated Business Revenue | 699 | UnrelatedBusinessRevenue |
| Exclusion | $1,833,067 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 3212041 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 0 | Securities |
| Other | 12965 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 3212041 | Securities |
| Other | -12965 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3199076 | TotalRevenueColumn |
| Related Or Exempt Function Income | 3197861 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 1215 | UnrelatedBusinessRevenue |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| EXCHANGE RATE GAINS | 611710 | 112669 | $112,669 | |
| CAFETERIA SALES | 611710 | 103458 | $103,458 | |
| OTHER INCOME FROM K-1 | 611710 | 42429 | $166,899 | -124470 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 213335 | TotalRevenueColumn |
| Exclusion | $213,335 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 471891 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 94265830 | TotalRevenueColumn |
| Related Or Exempt Function Income | 90144878 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | -118239 | UnrelatedBusinessRevenue |
| Exclusion | $4,088,851 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3410348 | Total |
| Program Services | 1695438 | ProgramServices |
| Management And General | 1690594 | ManagementAndGeneral |
| Fundraising | 24316 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 34789364 | Total |
| Program Services | 32724826 | ProgramServices |
| Management And General | 1659670 | ManagementAndGeneral |
| Fundraising | 404868 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1750612 | Total |
| Program Services | 1647019 | ProgramServices |
| Management And General | 85429 | ManagementAndGeneral |
| Fundraising | 18164 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3282694 | Total |
| Program Services | 3062548 | ProgramServices |
| Management And General | 166446 | ManagementAndGeneral |
| Fundraising | 53700 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3680212 | Total |
| Program Services | 3482758 | ProgramServices |
| Management And General | 166838 | ManagementAndGeneral |
| Fundraising | 30616 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23412064 | Total |
| Program Services | 23300357 | ProgramServices |
| Management And General | 90358 | ManagementAndGeneral |
| Fundraising | 21349 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 355392 | Total |
| Management And General | 355392 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 482434 | Total |
| Program Services | 52146 | ProgramServices |
| Management And General | 429694 | ManagementAndGeneral |
| Fundraising | 594 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1040 | Total |
| Program Services | 1040 | ProgramServices |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3109845 | Total |
| Program Services | 3090617 | ProgramServices |
| Management And General | 170 | ManagementAndGeneral |
| Fundraising | 19058 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4049980 | Total |
| Program Services | 3888356 | ProgramServices |
| Management And General | 140244 | ManagementAndGeneral |
| Fundraising | 21380 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 77393 | Total |
| Program Services | 71745 | ProgramServices |
| Management And General | 4570 | ManagementAndGeneral |
| Fundraising | 1078 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3494353 | Total |
| Program Services | 3165345 | ProgramServices |
| Management And General | 324121 | ManagementAndGeneral |
| Fundraising | 4887 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4828285 | Total |
| Program Services | 4441887 | ProgramServices |
| Management And General | 372778 | ManagementAndGeneral |
| Fundraising | 13620 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 233228 | Total |
| Program Services | 233228 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3661240 | Total |
| Program Services | 2665059 | ProgramServices |
| Management And General | 935696 | ManagementAndGeneral |
| Fundraising | 60485 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 280783 | Total |
| Program Services | 175453 | ProgramServices |
| Management And General | 99520 | ManagementAndGeneral |
| Fundraising | 5810 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| PUBLICATIONS | 5301891 | 5300872 | 150 | 869 |
| MEALS | 1825078 | 1819823 | 3737 | 1518 |
| DEDUCTIONS FROM K-1 | 755854 | 755854 | ||
| CONTR FORIGN CORP EXPS | -11473766 | -11473766 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3603449 | Total |
| Program Services | 3199617 | ProgramServices |
| Management And General | 399320 | ManagementAndGeneral |
| Fundraising | 4512 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 90911773 | Total |
| Program Services | 82544368 | ProgramServices |
| Management And General | 7680581 | ManagementAndGeneral |
| Fundraising | 686824 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5722 | BOY |
| EOY | 4922 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9214754 | BOY |
| EOY | 8468780 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26346569 | BOY |
| EOY | 27687399 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 712219 | BOY |
| EOY | 543069 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1266165 | BOY |
| EOY | 1175013 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 59786474 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 38575376 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21541003 | BOY |
| EOY | 21211098 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 65838002 | BOY |
| EOY | 66159160 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 124924434 | BOY |
| EOY | 125249441 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12310318 | BOY |
| EOY | 12313355 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12593136 | BOY |
| EOY | 14542266 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 835520 | BOY |
| EOY | 413593 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11037 | BOY |
| EOY | 41624 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25750011 | BOY |
| EOY | 27310838 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 36888216 | BOY |
| EOY | 36690581 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 57037795 | BOY |
| EOY | 55999610 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5248412 | BOY |
| EOY | 5248412 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 99174423 | BOY |
| EOY | 97938603 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 124924434 | BOY |
| EOY | 125249441 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 3354057 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -4589877 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School170b1 Aii | X | School170b1Aii |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 55530516 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 2186497 | InvestmentEarningsOrLosses |
| Other Expenditures | 2244522 | OtherExpenditures |
| End Of Year Balance | 55472491 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 51807894 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 6066136 | InvestmentEarningsOrLosses |
| Other Expenditures | 2343514 | OtherExpenditures |
| End Of Year Balance | 55530516 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 42296385 | BeginningOfYearBalance |
| Contributions | 416075 | Contributions |
| Investment Earnings Or Losses | 11593695 | InvestmentEarningsOrLosses |
| Other Expenditures | 2498261 | OtherExpenditures |
| End Of Year Balance | 51807894 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 62129968 | BeginningOfYearBalance |
| Investment Earnings Or Losses | -17077649 | InvestmentEarningsOrLosses |
| Other Expenditures | 2755934 | OtherExpenditures |
| End Of Year Balance | 42296385 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.90540 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.09460 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 26073777 | OtherCostOrOtherBasis |
| Depreciation | 11143685 | Depreciation |
| Book Value | 14930092 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 33681612 | OtherCostOrOtherBasis |
| Depreciation | 27431691 | Depreciation |
| Book Value | 6249921 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 31085 | OtherCostOrOtherBasis |
| Book Value | 31085 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 21211098 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (8 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| MOORINGS CAPITAL, LLC | 61410741 | F |
| DEFERRED COMPENSATION PLAN | 597958 | F |
| REAL ESTATE INVESTMENT TRUST | 3257842 | F |
| INVESTMENT IN CENTER FOR CREATIVE LEADERSHIP - RUSSIA (CFC) | 597811 | C |
| INVESTMENT IN CENTER FOR CREATIVE LEADERSHIP - SINGAPORE (CFC) | 58340 | C |
| INVESTMENT IN CENTER FOR CREATIVE LEADERSHIP - INDIA (CFC) | 105846 | C |
| INVESTMENT IN CENTER FOR CREATIVE LEADERSHIP PROFESSIONAL SERVICES | 63842 | C |
| INVESTMENT IN CENTER FOR CREATIVE LEADERSHIP - ETHIOPIA (CFC) | 66780 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 66159160 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | NON-CONTROLLING INTEREST IN CONSOLIDATED SUBSIDIARY | Description |
| Amount | $41,624 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 41624 | TotalOfAmounts |
| Total Revenue | 94265830 | TotalRevenue |
| Total Expenses | 90911773 | TotalExpenses |
| Excess Or Deficit For Year | 3354057 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 211341 | NetUnrealizedGLOnInvestments |
| Donated Services And Facilities | -783669 | DonatedServicesAndFacilities |
| Other | -$4,017,549 | OtherAmount |
| Total Adjustments | -4589877 | TotalAdjustments |
| Excess Or Deficit Per FS | -1235820 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 102415043 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 211341 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 626745 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | 7299202 | OtherRevenues |
| Revenue Not Rptd F990 | 8137288 | RevenueNotRptdF990 |
| Revenue Subtotal | 94277755 | RevenueSubtotal |
| Investment Expenses Not Included | 1040 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | -12965 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -11925 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 94265830 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 103220874 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 1410414 | DonatedServicesUseOfFacilities |
| Losses Reported | 12965 | LossesReported |
| Other Expenses Included | 11642616 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 13065995 | ExpensesNotRptdF990 |
| Expenses Subtotal | 90154879 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 1040 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 755854 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 756894 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 90911773 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (7 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | ENDOWMENT FUNDS ARE USED TO SUPPORT GENERAL ACTIVITIES AND SPECIAL PROJECTS AS DESIGNATED BY THE BOARD OF MEMBERS AND APPLICABLE LAWS. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | THE CENTER ADHERES TO THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES TOPIC OF THE FASB ACCOUNTING STANDARDS CODIFICATION. MANAGEMENT EVALUATED THE CENTER'S TAX POSITIONS AND CONCLUDED THAT THE CENTER HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THE GUIDANCE. |
| PART XI, LINE 8 - OTHER ADJUSTMENTS: | ADJUSTMENT FOR EARNINGS FROM MOORINGS CAPITAL LLC K-1 -1,723,517. NON CONTROLLING INTEREST IN CONSOLIDATED SUBSIDIARY -30,587. SUBSIDIARIES NET INCOME -1,864,043. FOREIGN CURRENCY TRANSLATION ADJUSTMENT -399,402. TOTAL TO SCHEDULE D, PART XI, LINE 8: -4,017,549. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | GAAP/TAX DIFFERENCE IN PARTNERSHIP INCOME -2,479,371. CENTER FOR CREATIVE LEADERSHIP - RUSSIA INCOME/ CFC 2,044,053. CENTER FOR CREATIVE LEADERSHIP - SINGAPORE INCOME/ CFC 4,338,698. CENTER FOR CREATIVE LEADERSHIP - INDIA INCOME/ CFC 1,236,179. CENTER FOR CREATIVE LEADERSHIP PROFESSIONAL SERVICES/ CFC 2,117,061. CENTER FOR CREATIVE LEADERSHIP - ETHIOPIA INCOME/ CFC 42,582. | |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | RECLASSIFICATION OF LOSS ON DISPOSAL OF FIXED ASSETS -12,965. | |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | CENTER FOR CREATIVE LEADERSHIP - RUSSIA EXPENSES/ CFC 2,074,392. CENTER FOR CREATIVE LEADERSHIP - SINGAPORE EXPENSES/ CFC 6,022,697. CENTER FOR CREATIVE LEADERSHIP - INDIA EXPENSES/ CFC 1,562,410. CENTER FOR CREATIVE LEADERSHIP PROFESSIONAL SERVICES/ CFC 1,940,386. CENTER FOR CREATIVE LEADERSHIP - ETHIOPIA EXPENSES/ CFC 42,731. | |
| PART XIII, LINE 4B - OTHER ADJUSTMENTS: | PARTNERSHIP DEDUCTIONS FROM MOORINGS CAPITAL LLC 755,854. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | 1 | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | 1 | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | 0 | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | 1 | MaintRacialCompositionRecords |
| Maint Scholarships Records | 1 | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | 1 | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | 1 | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | 0 | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | 0 | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | 0 | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | 0 | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | 0 | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | 0 | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActy |
| Government Financial Aid Received | 0 | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | 0 | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | 1 | ComplianceWithRevProc7550 |
Form990 Schedule E Part II Form990ScheduleEPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION | Identifier |
| Return Reference | SCHEDULE E, PART I, LINE 3 | ReturnReference |
| Explanation | THE CENTER DOES NOT USE BROADCAST MEDIA FOR THE SOLICITATION OF STUDENTS. IT RELIES PRIMARILY ON PERSONAL RECOMMENDATIONS, DIRECT MAIL, AND ADVERTISEMENTS IN PROFESSIONAL JOURNALS. A STATEMENT REGARDING ITS NON-DISCRIMINATORY POLICY IS INCLUDED IN ALL PROGRAM ADVERTISING AND DIRECT MAIL PIECES. THE CENTER HAS MAINTAINED DEMOGRAPHIC STATISTICS PERTAINING TO PROGRAM PARTICIPANTS, DEMONSTRATING THAT THE CENTER DOES IN FACT FOLLOW A NON-DISCRIMINATORY POLICY. DATA DESCRIBING THE PROGRAM PARTICIPANTS FOR THE PAST TEN YEARS IS AS FOLLOWS: YEAR WHITE NON-WHITE NO INDICATION 2003 75% 19% 6% 2004 72% 23% 5% 2005 72% 22% 6% 2006 69% 20% 11% 2007 61% 27% 12% 2008 62% 35% 3% 2009 64% 32% 4% 2010 48% 49% 3% 2011 48% 51% 1% 2012 48% 48% 4% | Explanation |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable (6 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|---|
| EAST ASIA AND THE PACIFIC - | 1 | 25 | PROGRAM SERVICES | SINGAPORE - CCL-APAC OFFERS A PORTFOLIO OF RESEARCH-BASED PROGRAMS AND SERVICES UNIVERSALLY RECOGNIZED FOR EFFECTIVENESS IN BUSINESS AND LEADERSHIP EDUCATION. | 6022699 |
| RUSSIA & THE NEWLY INDEPENDENT STATES - | 1 | 6 | PROGRAM SERVICES | RUSSIA - CCL'S MOSCOW OFFICE IS A HUB FOR LEADERSHIP EDUCATION AND RESEARCH, DESIGNED TO MEET THE CHALLENGES OF THE LOCAL MARKET. | 2074392 |
| SOUTH ASIA - AFGHANISTAN, BANGLADESH, | 1 | 2 | PROGRAM SERVICES | INDIA - CCL'S INDIA OFFICE IS A HUB FOR LEADERSHIP EDUCATION AND RESEARCH, DESIGNED TO MEET THE CHALLENGES OF THE LOCAL MARKET. | 1562410 |
| EUROPE (INCLUDING ICELAND & GREENLAND) - | 1 | 63 | PROGRAM SERVICES | BELGIUM - CCL-BELGIUM OFFERS VARIOUS LEADERSHIP DEVELOPMENT PROGRAMS DESIGNED TO MEET THE NEEDS OF INDIVIDUALS AT ALL LEVELS IN THEIR CAREERS, AS WELL AS GROUPS OF MANAGERS OR ENTIRE ORGANIZATIONS. | 19839064 |
| EUROPE (INCLUDING ICELAND & GREENLAND) - | 1 | 0 | PROGRAM SERVICES | BELGIUM - CCL PROFESSIONAL SERVICES IS A JOINT VENTURE ORGANIZED TO PROVIDE ADVISORY SERVICES, EXPERT ASSESSMENTS AND PROFESSIONAL SERVICES PARTICULARLY IN THE FIELD OF INDIVIDUAL AND ORGANIZATIONAL LEADERSHIP DEVELOPMENT. | 1940386 |
| SUB-SAHARAN AFRICA | 1 | 13 | PROGRAM SERVICES | ETHIOPIA - CCL-EMEA IS A HUB FOR LEADERSHIP EDUCATION AND RESEARCH DESIGNED TO MEET THE CHALLENGES OF THE LOCAL MARKET. | 42732 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 6 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 109 | SubtotalNumberOfEmployees |
| Cont Number Of Offices | 0 | ContNumberOfOffices |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Offices | 6 | TotalNumberOfOffices |
| Total Number Of Employees | 109 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 31481683 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 31481683 | TotalAmountSpent |
| Transfer To Foreign Corp | 1 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 1 | OwnForeignCorp |
| Passive Foreign Invest Co | 1 | PassiveForeignInvestCo |
| Foreign Partnership | 1 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV (2 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| METHOD USED TO ACCCOUNT FOR EXPENDITURES: | SCHEDULE F, PART I, LINE 3: SINGAPORE: SINGAPORE FINANCIAL REPORTING STANDARDS RUSSIA: COMPLIANCE WITH THE LEGAL ACTS OF THE RUSSIAN FEDERATION INDIA: GENERALLY ACCEPTED ACCOUNTING STANDARDS IN INDIA BELGIUM: BELGIAN ACCOUNTING PRINCIPLES BELGIUM PROFESSIONAL SERVICES: BELGIAN ACCOUNTING PRINCIPLES ETHIOPIA: ETHIOPIA ACCOUNTING PRINCIPLES ADJUSTED FOR BELGIAN ACCOUNTING PRINCIPLES |
| THE CENTER HAS INDIRECT OWNERSHIP OF PASSIVE FOREIGN INVESTMENT COMPANIES THROUGH THE OWNERSHIP OF MOORINGS CAPITAL LLC. MOORINGS CAPITAL LLC HAS MADE THE ASSOCIATED QUALIFIED ELECTING FUND ELECTIONS AND THE REQUIRED FORMS 8621 HAVE BEEN FILED. THE CENTER ALSO HAS INDIRECT OWNERSHIP OF FOREIGN PARTNERSHIPS THROUGH MOORINGS CAPITAL LLC. THE CENTER'S INVESTMENTS REPRESENT LESS THAN 1% OWNERSHIP IN EACH FOREIGN PARTNERSHIP. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | X | TravelForCompanions |
| Idemnification Gross Up Payments | X | IdemnificationGrossUpPayments |
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Personal Services | X | PersonalServices |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 1 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (15 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JOHN R RYAN | |||||||||||||
| 451046 | 0 | 125000 | 0 | 762 | 0 | 43841 | 0 | 12704 | 0 | 633353 | 0 | 0 | 0 |
| DAVID G ALTMAN | |||||||||||||
| 207650 | 0 | 20000 | 0 | 138 | 0 | 12240 | 0 | 16299 | 0 | 256327 | 0 | 0 | 0 |
| BRUCE BYINGTON | |||||||||||||
| 194781 | 0 | 20000 | 0 | 396 | 0 | 11534 | 0 | 15299 | 0 | 242010 | 0 | 0 | 0 |
| PAUL J DRAEGER | |||||||||||||
| 136853 | 0 | 9500 | 0 | 138 | 0 | 7955 | 0 | 15299 | 0 | 169745 | 0 | 0 | 0 |
| MONA G EDWARDS | |||||||||||||
| 125731 | 0 | 9500 | 0 | 258 | 0 | 7040 | 0 | 7767 | 0 | 150296 | 0 | 0 | 0 |
| PORTIA R MOUNT | |||||||||||||
| 162588 | 0 | 11000 | 0 | 60 | 0 | 9110 | 0 | 10485 | 0 | 193243 | 0 | 0 | 0 |
| BRADLEY E SHUMAKER | |||||||||||||
| 238549 | 0 | 20000 | 0 | 138 | 0 | 13457 | 0 | 9312 | 0 | 281456 | 0 | 0 | 0 |
| GUYLAINE A RENAUD | |||||||||||||
| 129759 | 0 | 4500 | 0 | 138 | 0 | 7026 | 0 | 9921 | 0 | 151344 | 0 | 0 | 0 |
| JOAN SHIELDS | |||||||||||||
| 156994 | 0 | 2982 | 0 | 258 | 0 | 8234 | 0 | 8186 | 0 | 176654 | 0 | 0 | 0 |
| JOHN F FERGUSON | |||||||||||||
| 163526 | 0 | 3114 | 0 | 90 | 0 | 8663 | 0 | 10204 | 0 | 185597 | 0 | 0 | 0 |
| DONALD W PRINCE | |||||||||||||
| 159025 | 159244 | 0 | 0 | 396 | 19782 | 6638 | 0 | 12624 | 0 | 178683 | 179026 | 0 | 0 |
| EDWARD MARSHALL | |||||||||||||
| 147902 | 0 | 5000 | 0 | 762 | 0 | 7454 | 0 | 9178 | 0 | 170296 | 0 | 0 | 0 |
| MICHAEL KOSSLER | |||||||||||||
| 136191 | 0 | 0 | 0 | 258 | 91198 | 6756 | 0 | 14411 | 0 | 157616 | 91198 | 0 | 0 |
| LUCILE JOHNSON | |||||||||||||
| 138148 | 0 | 42000 | 0 | 90 | 0 | 10920 | 0 | 8932 | 0 | 200090 | 0 | 0 | 0 |
| RENEE HULTIN | |||||||||||||
| 159150 | 0 | 4600 | 0 | 90 | 0 | 9825 | 0 | 0 | 0 | 173665 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (4 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| PART I, LINE 1A | DONALD W. PRINCE, MANAGING DIRECTOR OF CCL, LLC, RECEIVED TAX INDEMNIFICATION AND GROSS-UP PAYMENTS DURING THE 2011 CALENDAR YEAR. MR. PRINCE ALSO RECEIVED PAYMENTS FOR HOUSING ALLOWANCE . THESE PAYMENTS WERE INCLUDED IN MR. PRINCE'S BASE COMPENSATION PAID BY A RELATED ORGANIZATION, AND BASE COMPENSATION PAID BY THE REPORTING ORGANIZATION, RESPECTIVELY, AS REPORTED ON FORM 990 PART VII, SECTION A AND SCHEDULE J. MICHAEL KOSSLER, APAC DIRECTOR OF FACULTY, DESIGN & DELIVERY, RECEIVED TAX INDEMNIFICATION AND GROSS-UP PAYMENTS, PAYMENTS FOR HOUSING ALLOWANCE OR RESIDENCE FOR PERSONAL USE, PAYMENTS FOR PERSONAL SERVICES, AND TRAVEL FOR COMPANIONS PAYMENTS DURING THE 2011 CALENDAR YEAR. THESE PAYMENTS WERE INCLUDED IN MR. KOSSLER'S BASE COMPENSATION PAID BY A RELATED ORGANIZATION, AS REPORTED ON FORM 990 PART VII, SECTION A AND SCHEDULE J. | |
| PART I, LINE 4B | 457(F) PLAN - JOHN R. RYAN, $33,000 | |
| PART I, LINE 7 | THE CENTER HAS A DISCRETIONARY PERFORMANCE INCENTIVE PLAN FOR MANAGEMENT AND STAFF. INCENTIVE BONUSES CAN BE AWARDED ANNUALLY IF THE CENTER MEETS CERTAIN PERFORMANCE OBJECTIVES. BONUSES UNDER THE PLAN ARE SUBJECT TO APPROVAL BY THE BOARD OF GOVERNORS. | |
| PART III | PART I, LINE 3: THE EXECUTIVE COMMITTEE OF THE BOARD OF GOVERNORS IS RESPONSIBLE FOR ESTABLISHING THE COMPENSATION OF THE ORGANIZATION'S CEO/EXECUTIVE DIRECTOR. | SUPPLEMENTAL INFORMATION |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (12 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| ORGANIZATION MISSION STATEMENT | FORM 990, PART I, LINE 1 | THE MISSION OF THE CENTER FOR CREATIVE LEADERSHIP ("CCL") IS TO ADVANCE THE UNDERSTANDING, PRACTICE, AND DEVELOPMENT OF LEADERSHIP FOR THE BENEFIT OF SOCIETY WORLDWIDE. WE CONDUCT RESEARCH, PRODUCE PUBLICATIONS AND PROVICE A BROAD VARIETY OF EDUCATIONAL PROGRAMS AND PRODUCTS TO LEADERS AND ORGANIZATIONS IN THE PUBLIC, CORPORATE AND NONPROFIT SECTORS. FOR OVER 40 YEARS, CCL HAS HELPED INDIVIDUALS AND ORGANIZATIONS UNLOCK THEIR POTENTIAL THROUGH AN EXCLUSIVE FOCUS ON LEADERSHIP AND RESEARCH. OUR ESTEEMED FACULTY OF BEHAVIORAL SCIENTISTS, RESEARCHERS AND COACHES OFFER UNPARALLELED EXPERTISE IN ADDRESSING LEADERSHIP CHALLENGES GLOBALLY. WE BELIEVE LEADERS ARE MADE - NOT BORN - AND THAT THEY CAN ADAPT AND CHANGE. WE BELIEVE IN PUTTING THE INDIVIDUALS AND ORGANIZATIONS WE SERVE FIRST. OUR NONPROFIT STATUS AND EDUCATIONAL MISSION GIVE US UNIQUE FLEXIBILITY IN A WORLD WHERE PROFIT MOTIVES OFTEN DRIVE ACTIONS. WE HAVE THE FREEDOM INSTEAD TO BE OBJECTIVE AND WARY OF SHORT-TERM TRENDS. LIKEWISE, WE HAVE THE FREEDOM TO FOCUS ON THE SUCCESS OF THOSE WE SERVE. OUR RESEARCH AND TRAINING PROGRAMS ARE WIDELY RESPECTED BY SCHOLARS AND PROFESSIONALS ALIKE. EACH YEAR, MORE THAN 20,000 MANAGERS AND EXECUTIVES, EDUCATORS, GOVERNMENT ADMINISTRATORS, COMMUNITY AND VOLUNTEER LEADERS AROUND THE WORLD ATTEND OUR PROGRAMS. OUR PUBLICATIONS, PRODUCTS AND RESEARCH INITIATIVES REACH A GLOBAL AUDIENCE AS WELL AND THE FINANCIAL TIMES AND BUSINESS WEEK RANK US AMOUNG THE WORLD'S TOP PROVIDERS OF EXECUTIVE EDUCATION. |
| FORM 990, PART VI, SECTION A, LINE 2 | PETER RICHARDSON, CHAIRMAN OF THE BOARD OF TRUSTEES, IS THE FATHER OF TYLER RICHARDSON WHO IS ALSO A PARTICIPANT ON THE BOARD OF TRUSTEES. PETER RICHARDSON, CHAIRMAN OF THE BOARD OF TRUSTEES, AND WINBURNE KING, TRUSTEE, ARE BOTH OFFICERS OF MOORINGS CAPITAL LLC ("MOORINGS"), AN INVESTMENT COMPANY. AS OF MARCH 31, 2012, THE CENTER MAINTAINED A PARTNERSHIP INTEREST OF APPROXIMATELY 9% IN MOORINGS CAPITAL LLC. MOORINGS IS AN INVESTMENT PARTNERSHIP LOCATED IN GREENSBORO, NC, AND WAS FORMED TO HANDLE INVESTMENTS FOR THE CENTER FOR CREATIVE LEADERSHIP AND OTHER IRC SECTION 501(C)(3) TAX-EXEMPT ENTITIES. THE PURPOSE FOR INVESTING IN MOORINGS IS TO POOL THE CENTER'S INVESTMENTS WITH THE INVESTMENTS OF OTHER IRC SECTION 501(C)(3) ENTITIES. BY CREATING A LARGER INVESTMENT POOL, THE TAX-EXEMPT ENTITIES IN MOORINGS HOPE TO IMPROVE THEIR OVERALL INVESTMENT RETURNS AND REDUCE THE OVERALL AMOUNT OF INVESTMENT ADVISORY FEES PAID. THE CENTER STILL MAINTAINS CONTROL OVER ITS ASSETS CONTRIBUTED TO MOORINGS AND DIRECTS THE INVESTMENT OF THOSE ASSETS. THE CENTER MAY WITHDRAW ITS ASSETS FROM THE LLC AT ANY TIME. ACCORDING TO THE OPERATIONS AGREEMENT OF MOORINGS, ONLY ENTITIES EXEMPT FROM FEDERAL INCOME TAX UNDER IRC SECTION 501(C)(3) ARE ALLOWED TO BE MEMBERS OF THE LLC. | |
| FORM 990, PART VI, SECTION B, LINE 11 | FORM 990 WAS REVIEWED BY THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES PRIOR TO FILING WITH THE IRS. | |
| FORM 990, PART VI, SECTION B, LINE 12C | ANNUALLY, RESPONSES TO THE CONFLICT OF INTEREST DISCLOSURE QUESTIONNAIRE ARE REVIEWED AND ANY INSTANCES OF POTENTIAL CONFLICT ARE INVESTIGATED. IN ADDITION, THE CENTER HAS ESTABLISHED POLICIES THAT PROHIBIT ACTIONS THAT COULD LEAD TO POTENTIAL CONFLICTS. THROUGHOUT THE YEAR, THE CENTER'S MANAGEMENT ACTIVELY REVIEWS ANY ACTION THAT COULD CREATE A POTENTIAL CONFLICT OF INTEREST AND INVESTIGATES APPROPRIATELY. | |
| FORM 990, PART VI, SECTION B, LINE 15 | ANNUALLY, THE CENTER'S DIRECTOR OF TALENT DEVELOPMENT MEETS WITH THE EXECUTIVE COMMITTEE OF THE BOARD OF GOVERNORS TO REVIEW THE SALARIES OF THE PRESIDENT AND OFFICERS. THIS REVIEW INCLUDES AN ANALYSIS OF SALARY HISTORY AND COMPARABLE DATA. COMPENSATION AMOUNTS ARE DETERMINED SOLELY BY THE EXECUTIVE COMMITTEE OF THE BOARD OF GOVERNORS, WHICH IS COMPRISED OF INDEPENDENT PARTIES. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE CENTER'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. | |
| FORM 990, PART VI, SECTION A, LINE 1A, GOVERNING BODIES: | THE CENTER FOR CREATIVE LEADERSHIP HAS TWO SETS OF GOVERNING BODIES: THE BOARD OF TRUSTEES AND THE BOARD OF GOVERNORS. AS OF MARCH 31, 2012, THE BOARD OF TRUSTEES CONSISTED OF EIGHT INDIVIDUALS, FOUR OF WHOM WERE ALSO PARTICIPANTS ON THE BOARD OF GOVERNORS. THE BOARD OF GOVERNORS WAS COMPRISED OF 14 ADDITIONAL INDIVIDUALS. THE BOARD OF TRUSTEES HAVE THE SOLE AUTHORITY TO: ELECT THE TRUSTEES, ELECT THE GOVERNORS, ADOPT AND AMEND BYLAWS, MANAGE THE REAL AND PERSONAL PROPERTY, SELECT THE AUDITORS, SET COMPENSATION OF TRUSTEES AND GOVERNORS AND APPROVE ANY INDEBTEDNESS. THE BOARD OF GOVERNORS HAS ALL OTHER OVERSIGHT AUTHORITY EXCEPT FOR THE ITEMS RESERVED FOR THE TRUSTEES. | |
| FORM 990, PART VI, SECTION A, LINE 1B, NON-INDEPENDENT VOTING MEMBER: | JOHN RYAN, A MEMBER OF THE BOARD OF GOVERNORS, IS ALSO PRESIDENT AND CHIEF EXECUTIVE OFFICER OF THE CENTER FOR CREATIVE LEADERSHIP. | |
| FORM 990, PART VI, SECTION A, LINE 9A, ORGANIZATIONAL BRANCHES: | THE CENTER FOR CREATIVE LEADERSHIP OPERATES CAMPUSES IN GREENSBORO, NORTH CAROLINA; COLORADO SPRINGS, COLORADO; SAN DIEGO, CALIFORNIA; AND BRUSSELS, BELGIUM. IT OPERATES WHOLLY OWNED SUBSIDIARIES IN PUNE, INDIA; ADDIS ABABA, ETHIOPIA AND SINGAPORE, AND OPERATES A 95% OWNED SUBSIDIARY IN MOSCOW, RUSSIA. THE CENTER OWNS 81.99% IN A JOINT VENTURE IN BRUSSELS, BELGIUM. | |
| FORM 990, PART VII, SECTION A: | CCL HAS OFFICES LOCATED IN FOREIGN COUNTRIES WITH RESTRICTIVE LAWS REGARDING COMPENSATION DISCLOSURE. CCL HAS NOT DISCLOSED THAT FOREIGN COMPENSATION IN PART VII. THE COMPENSATION RANGE FOR THOSE REQUIRED TO BE LISTED ON PART VII DUE TO THEIR POSITIONS WITH THE ORGANIZATION IS $190,000 TO $350,000. THIS INFORMATION IS AVAILABLE TO THE IRS UPON REQUEST. | |
| FORM 990, PART VIII, LINE 7(I), SALES OF ASSETS OTHER THAN INVENTORY: | SALES OF SECURITIES SHOWN ON FORM 990, PART VIII, LINE 7(I) ARE THE RESULT OF SALES OF INVESTMENTS OF MOORINGS CAPITAL, LLC. THE NET REALIZED GAINS AND LOSSES AS SHOWN ON THE K-1 ARE AS FOLLOWS: NET SHORT-TERM CAPITAL GAIN/(LOSS): MOORINGS CAPITAL K-1, BOX 8 570,943 RELATED/EXEMPT MOORINGS CAPITAL K-1, BOX 11A 81,405 RELATED/EXEMPT MOORINGS CAPITAL K-1, BOX 13L 449 UBI NET LONG-TERM CAPITAL GAIN/(LOSS): MOORINGS CAPITAL K-1, BOX 9A 2,292,287 RELATED/EXEMPT MOORINGS CAPITAL K-1, BOX 11A 267,170 RELATED/EXEMPT MOORINGS CAPITAL K-1, BOX 13L 766 UBI | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | FORM 990, PART XI, LINE 5: | NET UNREALIZED GAINS ON INVESTMENTS: 211,341. DONATED SERVICES AND USE OF FACILITIES: -783,669. ADJUSTMENT FOR EARNINGS FROM MOORINGS CAPITAL LLC K-1 -1,723,517. NON CONTROLLING INTEREST IN CONSOLIDATED SUBSIDIARY -30,587. SUBSIDIARIES NET INCOME -1,864,043. FOREIGN CURRENCY TRANSLATION ADJUSTMENT -399,402. TOTAL TO FORM 990, PART XI, LINE 5: -4,589,877. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part IV Form990ScheduleRPartIV (5 entries)
| Address Line1AddressForeign/AddressLine1 | CityAddressForeign/City | Province Or StateAddressForeign/ProvinceOrState | CountryAddressForeign/Country | Postal CodeAddressForeign/PostalCode | Primary ActivityPrimaryActivity | Legal Domicile Foreign CountryLegalDomicileForeignCountry | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Type Of EntityTypeOfEntity | Share Of Total IncomeShareOfTotalIncome | Share Of EOY AssetsShareOfEOYAssets | Percentage OwnershipPercentageOwnership |
|---|---|---|---|---|---|---|---|---|---|---|---|
| CENTER FOR CREATIVE LEADERSHIP LLC | |||||||||||
| UI 8 MARTA 10 BLDG 14 | MOSCOW | RUSSIA | RS | 127083 | TRAINING/RESEARCH | RS | CENTER FOR CREATIVE LEADERSHIP | C | -30339 | 1277970 | 0.95000 |
| CENTER FOR CREATIVE LEADERSHIP (CCL) PTE LTD | |||||||||||
| 89 SCIENCE PK DR 03-07/08 THE RUT | SINGAPORE SCIENCE PARK I | SINGAPORE | SN | CONDUCT RESEARCH, PRODUCE PUBLICATIONS, LEADERSHIP TRAINING | SN | CENTER FOR CREATIVE LEADERSHIP | C | -1683999 | 2175140 | 1.00000 | |
| CENTER FOR CREATIVE LEADERSHIP INDIA PRIVATE LIMITED | |||||||||||
| C/O REGUS BUSINESS CENTRE LEVEL 2 | BUND GARDEN ROAD, PUNE | INDIA | IN | 411001 | CONDUCT RESEARCH, PRODUCE PUBLICATIONS, LEADERSHIP TRAINING | IN | CENTER FOR CREATIVE LEADERSHIP | C | -326231 | 1438189 | 1.00000 |
| CENTER FOR CREATIVE LEADERSHIP PROFESSIONAL SERVICES SCRL | |||||||||||
| AVENUE DE TERVUEREN 270 TERVURENLAA | B-1150 BRUSSELS | BELGIUM | BE | ADVISORY SERVICES | BE | CENTER FOR CREATIVE LEADERSHIP | C | 176675 | 640711 | 0.81990 | |
| CENTER FOR CREATIVE LEADERSHIP EMEA (CCL-EMEA) | |||||||||||
| KEBELE 05/06 ROOM 108 NIFAS SILK | ADDIS ABABA | ETHIOPIA | ET | CONDUCT RESEARCH, PRODUCE PUBLICATIONS, LEADERSHIP TRAINING | ET | CENTER FOR CREATIVE LEADERSHIP | C | -149 | 81724 | 1.00000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 1 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 1 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 1 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 1 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 1 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 1 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (11 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| CENTER FOR CREATIVE LEADERSHIP (CCL) PTE LTD | ||
| A | 249236 | |
| CENTER FOR CREATIVE LEADERSHIP EMEA (CCL-EMEA) | ||
| B | 66780 | |
| CENTER FOR CREATIVE LEADERSHIP PROFESSIONAL SERVICES | ||
| B | 37130 | |
| CENTER FOR CREATIVE LEADERSHIP (CCL) PTE LTD | ||
| D | 15999715 | |
| CENTER FOR CREATIVE LEADERSHIP (CCL) PTE LTD | ||
| K | 517187 | LINE K-N FAIR MRKT VALUE ESTIMATE |
| CENTER FOR CREATIVE LEADERSHIP INDIA PRIVATE LIMITED | ||
| K | 271529 | LINE K-N FAIR MRKT VALUE ESTIMATE |
| CENTER FOR CREATIVE LEADERSHIP PROFESSIONAL SERVICES | ||
| K | 576496 | LINE K-N FAIR MRKT VALUE ESTIMATE |
| CENTER FOR CREATIVE LEADERSHIP EMEA (CCL-EMEA) | ||
| K | 3985 | LINE K-N FAIR MRKT VALUE ESTIMATE |
| CENTER FOR CREATIVE LEADERSHIP (CCL) PTE LTD | ||
| Q | 813670 | |
| CENTER FOR CREATIVE LEADERSHIP (CCL) PTE LTD | ||
| P | 735587 | |
| CENTER FOR CREATIVE LEADERSHIP - CCL BRUSSELS | ||
| P | 256016 | |
Comments