2013-11-14T09:18:09-06:00 2013-06-30 043027605 SAMET & COMPANY PC 1330 BOYLSTON STREET CHESTNUT HILL MA 024672111 990 2012-07-01 043382623 LEAN ENTERPRISE INSTITUTE INC LEAN 6178712900 215 FIRST STREET SUITE 300 CAMBRIDGE MA 02142 JOHN O'DONNELL 6178712900 2013-10-10 1 JOHN J CZYZEWSKI CPA P01243012 6177311222 2012 2016-02-24 21:20:13Z JOHN O'DONNELL 215 FIRST STREET SUITE 300 CAMBRIDGE MA 02142 10536246 0 X WWW.LEAN.ORG X 1997 MA TO PROVIDE RESEARCH AND EDUCATION TO CREATE GREATER EFFICIENCY AND PRODUCTIVITY IN MANUFACTURING, SERVICES AND HEALTHCARE. 7 6 18 0 0 0 0 0 5164589 7683343 3960 2019 1262128 1131792 6430677 8817154 0 0 0 0 2553528 2641082 0 0 0 4348641 6354546 6902169 8995628 -471492 -178474 5035906 4896516 897648 936732 4138258 3959784 X TO PROMOTE THE WIDESPREAD ADOPTION OF A SET OF IDEAS KNOWN AS LEAN THINKING. 0 0 2429794 2821889 LEAN WORKSHOPS - THE INSTITUTE'S WORKSHOPS DELIVER PRACTICAL AND COMPREHENSIVE CONTENT ABOUT THE KEY ELEMENTS OF LEAN KNOWLEDGE AND HOW TO IMPLEMENT THEM. 458990 1131792 LEAN PUBLICATIONS - SALES OF LEI WORKBOOKS, REFERENCE BOOKS THAT EXPLAIN THE ROOTS OF LEAN AND RELATED PRODUCTS THAT SUPPORT THE IMPLEMENTATION OF LEAN. 934507 998750 LEAN PARTNERS - INSTITUTE PERSONNEL WORK WITH ORGANIZATIONS DESIRING TO UNDERGO LEAN BUSINESS TRANSFORMATIONS. BOTH AT THEIR FACILITIES, AS WELL AS IN FORMAL GROUPS AND WORKSHOPS. THEY EXCHANGE IDEAS, REVIEW PROJECTS AND METHODS OF IMPLEMENTATION THAT CREATE SUCCESSFUL TRANSFORMATIONS. 4440930 3862704 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.SPEAKING AND ASSESSMENT - INSTITUTE PERSONNEL SPEAK AND TEACH AT CONFERENCES AND EVENTS ON THE TOPIC OF LEAN THINKING.EXECUTIVE LEARNING - INSTITUTE PERSONNEL WORK WITH SMALL TO MEDIUM SIZED ORGANIZATIONS DESIRING TO UNDERGO LEAN BUSINESS TRANSFORMATIONS IN COACHING AS WELL AS IN AN ADVISORY CAPACITY AT THEIR FACILITIES AND IN SMALL GROUPS. THEY EXCHANGE IDEAS AND DEVELOP METHODS OF IMPLEMENTATION THAT CREATE SUCCESSFUL TRANSFORMATIONS.LEAN RESEARCH - A MANAGEMENT RESEARCH PROJECT TO BETTER UNDERSTAND WHY SOME ORGANIZATIONS ARE ABLE TO SUSTAIN LEAN TRANSFORMATIONS AND OTHERS ENCOUNTER PROBLEMS AND CHALLENGES THAT STALL OR END THE IMPLEMENTATION OF LEAN THINKING AND PRACTICES. THE PROJECT WILL FOCUS ON THE ROLE OF MANAGERS AND MANAGEMENT SYSTEMS IN BOTH SUCCESSFUL AND UNSUCCESSFUL TRANSFORMATIONS. NEW EDUCATIONAL PROGRAMS AND LEARNING MATERIALS WILL BE DEVELOPED FROM THIS RESEARCH.CO-LEARNING PARTNERSHIPS - THE INSTITUTE PARTNERS WITH ORGANIZATIONS THAT WILL SUPPORT LEIS NON-PROFIT, EDUCATION AND RESEARCH MISSION BY PARTICIPATING IN LEADERSHIP DEVELOPMENT AND CO-LEARNING ACTIVITIES AS PART OF THE ORGANIZATIONS 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. 4440930 3862704 8264221 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 34 0 0 18 1 0 0 0 0 0 0 0 0 X 7 6 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X THE ORGANIZATION 6178712900 215 FIRST STREET SUITE 300 CAMBRIDGE MA 02142 ROBERT MORGAN 0.00 X 0 0 0 MATTHEW LOVEJOY 0.00 X 0 0 0 OREST FUIME 0.00 X 0 0 0 DONALD RUNKLE 0.00 X 0 0 0 JOHN TOUSSAINT 0.00 X 0 0 0 PETER WARD 0.00 X 0 0 0 JOHN Y SHOOK 40.00 X 379743 0 24654 JOHN P O'DONNELL 40.00 X 253564 0 18814 JAMES WOMACK 40.00 X 378142 0 36939 DAVID LOGOZZO 40.00 X 155645 0 23738 MARK REICH 40.00 X 204952 0 32777 OLGA FLORY 40.00 X 119045 0 26634 RACHAEL REGAN 40.00 X 125707 0 14907 CHET MARCHWINSKI 40.00 X 106673 0 25786 JOSHUA C RAPOZA 40.00 X 111864 0 25759 1835335 0 230008 9 0 1 0 NPJ MANAGEMENT CONSULTING LLC 11 WYNDHAM LANE FARMINGTON CT 06032 MANAGEMENT CONSULTING 671888 LEAN TRANSFORMATION GROUP 2121 RAWSONVILLE ROAD BELLEVILLE MI 48197 EVENTS COORDINATION 304675 COMPASS AFFILIATES LLC 1021 WEST 60TH STREET MINNEAPOLIS MN 55419 CONSULTING 174622 MURLI & ASSOCIATES SP 5 HOLMES STREET SUITE D12 MYSTIC CT 06355 INSTRUCTOR 116100 OFFPISTE DESIGN 1165R MASSACHUSETTS AVENUE ARLINGTON MA 02476 MARKETING & PUBLICATION 108863 5 WORKSHOP FEES 900099 2821889 2821889 CO-LEARNING PARTNERS 900099 1849876 1849876 EVENT FEES 900099 1823020 1823020 PARTNER FEE REVENUE 900099 998750 998750 SPEAKING AND ASSESSMENT 900099 184664 184664 5144 5144 7683343 2019 2019 2850884 1719092 1131792 1131792 8817154 8815135 0 2019 1427591 1284714 142877 856721 620848 235873 116933 96980 19953 123061 93819 29242 116776 96850 19926 2347 1737 610 37150 27491 9659 78906 58390 20516 171266 126738 44528 307070 227232 79838 64286 47571 16715 115320 85337 29983 PROGRAM COSTS - LEAN WO 1753448 1753448 PROGRAM COSTS - CO-LEAR 1431083 1431083 PROGRAM COSTS - LEAN EV 1126305 1126305 PROGRAM COSTS - PARTNER 591001 591001 676364 594677 81687 8995628 8264221 731407 0 256341 280301 3244208 2448839 750618 1315847 450186 473184 47182 23653 741323 626226 134123 115097 153248 239595 5035906 4896516 431179 471769 466469 464963 897648 936732 X 4138258 3959784 4138258 3959784 5035906 4896516 -178474 0 X 0 1 X 1 0 X 4313956 4840005 5271275 5164589 7683343 27273168 4313956 4840005 5271275 5164589 7683343 27273168 0 0 0 27273168 71179 27105 10209 3960 2019 114472 71179 27105 10209 3960 2019 114472 4385135 4867110 5281484 5168549 7685362 27387640 0.99580 0.98860 0.00420 0.01140 X 211614 123428 88186 529709 502798 26911 115097 10536246 1719092 1719092 8817154 0 8817154 10714720 1719092 1719092 8995628 0 8995628 PART XI, LINE 2D - OTHER ADJUSTMENTS: PROGRAM COSTS INCLUDED IN COST OF GOOD SOLD - LEAN PUBLICATIONS 1,719,092. PART XII, LINE 2D - OTHER ADJUSTMENTS: PROGRAM COSTS INCLUDED IN COST OF GOODS SOLD-LEAN PUBLICATIONS 1,719,092. X X X X 0 0 0 0 0 0 0 0 0 JOHN Y SHOOK 379743 0 0 0 0 0 15000 0 9654 0 404397 0 374456 0 JOHN P O'DONNELL 253564 0 0 0 0 0 15000 0 3814 0 272378 0 227332 0 JAMES WOMACK 378142 0 0 0 0 0 15000 0 21939 0 415081 0 378144 0 DAVID LOGOZZO 155645 0 0 0 0 0 9750 0 13988 0 179383 0 201872 0 MARK REICH 204952 0 0 0 0 0 12375 0 20402 0 237729 0 0 0 JAMES WOMACK SENIOR ADVISOR 3425 ROYALTIES 0 ROYALTIES 0 JOHN Y SHOOK CEO 171038 ROYALTIES 0 FORM 990, PART VI, SECTION B, LINE 11 THE BOARD OF DIRECTORS REVIEW AND APPROVE THE IRS FORM 990 AT THE ANNUAL BOARD MEETING PRIOR TO FILING THE FORM. 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. FORM 990, PART VI, SECTION B, LINE 15 AN INDEPENDENT CONSULTANT RETAINED BY COMPENSATION COMMITTEE REVIEWED APPROPRIATE COMPENSATION PACKAGE FOR OFFICERS AND KEY EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ON POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. THE FINANCIAL STATEMENTS ARE ALSO AVAILIBLE ONLINE AT WWW.GUIDESTAR.ORG.