CENTER FOR CREATIVE LEADERSHIP: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- CENTER FOR CREATIVE LEADERSHIP (EIN 23-7079591)
- Tax period
- 2009-04-01 to 2010-03-31
- Filed
- 2011-02-15
- IRS object ID
- 201120469349300312
- Schema version
- 2009v1.7
- 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 | 2011-02-15T10:44:47-06:00 | Timestamp |
| Tax Period End Date | 2010-03-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM McGladrey Inc | 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 | 2009-04-01 | 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 ONE 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 | 2011-02-15 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Tamela Freedman | Name |
| Phone | 3362724551 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | 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 ONE LEADERSHIP PLACE | AddressLine1 |
| City | GREENSBORO | City |
| State | NC | State |
| ZIP Code | 27438 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 66386198 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| 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 | We believe in putting our clients first. Our nonprofit heritage and educational mission give us unusual flexibility in a world where profit motives often drive or confine thinking. We have the freedom to be objective, wary of short-term trends and motivated foremost by our mission - to advance the understanding, practice and development of leadership for the benefit of society worldwide. We have the freedom to focus on your success. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 19 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 18 | NbrIndependentVotingMembers |
| Total Nbr Employees | 539 | TotalNbrEmployees |
| Total Nbr Volunteers | 42 | TotalNbrVolunteers |
| Total Gross UBI | -61530 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -61530 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 1295164 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 554405 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 80993354 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 61784653 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 290739 | InvestmentIncomePriorYear |
| Investment Income Current Year | -5165926 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 2660344 | OtherRevenuePriorYear |
| Other Revenue Current Year | 2411632 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 85239601 | TotalRevenuePriorYear |
| Total Revenue Current Year | 59584764 | TotalRevenueCurrentYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 50028407 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 38336547 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 697456 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 42806926 | OtherExpensePriorYear |
| Other Expenses Current Year | 32835486 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 92835333 | TotalExpensesPriorYear |
| Total Expenses Current Year | 71172033 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -7595732 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -11587269 | RevenuesLessExpensesCY |
| Total Assets BOY | 109269331 | TotalAssetsBOY |
| Total Assets EOY | 118140205 | TotalAssetsEOY |
| Total Liabilities BOY | 22472920 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 23152099 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 86796411 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 94988106 | NetAssetsOrFundBalancesEOY |
| 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 their 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 | 3758194 | Expense |
| Revenue | 12194999 | Revenue |
| Description | Leadership Development Program (LDP): LDP is 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, 2010, 1,883 participants attended the LDP program. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 913339 | Expense |
| Revenue | 2302149 | 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. During the fiscal year ended March 31, 2010, 219 participants attended the LAP program. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 556866 | Expense |
| Revenue | 2457961 | Revenue |
| Description | The Looking Glass Experience (LGE): LGE is a simulation based executive education program targeted for middle to senior level executives who desire to increase their leadership capacity . The program offers behavioral assessment through a realistic action learning process and includes five days of on-site instruction with pre and post program assignments. Participants to the LGE program are from the private, government, military, educational and nonprofit sectors. During the fiscal year ended March 31, 2010, 417 participants attended the LGE program. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 58650167 | Expense |
| Revenue | 38028310 | Revenue |
| Description | OTHER PROGRAM SERVICES | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 58650167 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Rev | 38028310 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 63878566 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | 1 | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | 1 | 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 |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 484 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 539 | 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 | SN | NameOfForeignCountry |
| Name Of Foreign Country | RS | NameOfForeignCountry |
| Name Of Foreign Country | FR | NameOfForeignCountry |
| Name Of Foreign Country | UK | NameOfForeignCountry |
| Name Of Foreign Country | IN | 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 |
| Nbr Voting Governing Body Members | 19 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 18 | 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 |
Form990 Part VII Section A Form990PartVIISectionA (41 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|---|
| INGAR SKAUG | |||||||||
| CHAIRMAN BOARD OF GOVERNORS & MBR | 4.00 | X | X | 48283 | 0 | 0 | |||
| JOHN R RYAN | |||||||||
| PRESIDENT, CEO, GOVERNOR | 40.00 | X | X | 362594 | 0 | 88042 | |||
| RAYMOND M BURSE | |||||||||
| VICE CHAIRMAN BOARD OF GOV | 2.00 | X | X | 9300 | 0 | 0 | |||
| SUE W COLE | |||||||||
| GOVERNOR | 2.00 | X | 9300 | 0 | 0 | ||||
| CUTLER DAWSON | |||||||||
| GOVERNOR | 2.00 | X | 9300 | 0 | 0 | ||||
| JOHN W HANDY | |||||||||
| GOVERNOR | 2.00 | X | 3750 | 0 | 0 | ||||
| W WINBURNE KING III | |||||||||
| MEMBER & GOVERNOR | 2.00 | X | 14828 | 0 | 0 | ||||
| VICTORIA J MARSICK PHD | |||||||||
| GOVERNOR | 2.00 | X | 9300 | 0 | 0 | ||||
| MARC NOEL | |||||||||
| GOVERNOR | 2.00 | X | 0 | 0 | 0 | ||||
| PETER L RICHARDSON | |||||||||
| MEMBER CHAIRMAN & GOVERNOR | 2.00 | X | X | 41100 | 0 | 0 | |||
| THOMAS W ROSS | |||||||||
| GOVERNOR | 2.00 | X | 9300 | 0 | 0 | ||||
| DAVID A THOMAS PHD | |||||||||
| GOVERNOR | 2.00 | X | 8700 | 0 | 0 | ||||
| ILENE C WASSERMAN PHD | |||||||||
| GOVERNOR | 2.00 | X | 8700 | 0 | 0 | ||||
| ERIC R CALHOUN | |||||||||
| MEMBER | 2.00 | X | 4300 | 0 | 0 | ||||
| HAYNES G GRIFFIN | |||||||||
| MEMBER | 2.00 | X | 4300 | 0 | 0 | ||||
| L RICHARDSON PREYER JR | |||||||||
| MEMBER | 2.00 | X | 5500 | 0 | 0 | ||||
| TYLER B RICHARDSON | |||||||||
| MEMBER | 2.00 | X | 4727 | 0 | 0 | ||||
| NAOMI MARROW | |||||||||
| PREV VICE CHAIRMAN BOARD OF GOV | 2.00 | X | X | 5550 | 0 | 0 | |||
| JOSEPH B ANDERSON JR | |||||||||
| GOVERNOR | 2.00 | X | 4350 | 0 | 0 | ||||
| KATHY E KRAM | |||||||||
| GOVERNOR | 2.00 | X | 4950 | 0 | 0 | ||||
| NENAD PACEK | |||||||||
| GOVERNOR | 2.00 | X | 0 | 0 | 0 | ||||
| CAROLYN Y WOO PHD | |||||||||
| GOVERNOR | 2.00 | X | 0 | 0 | 0 | ||||
| DAVID G ALTMAN | |||||||||
| EVP RESEARCH, INNOVATION & PRODUCT | 40.00 | X | 201299 | 0 | 21592 | ||||
| BRUCE B BYINGTON | |||||||||
| VP AMERICAS | 40.00 | X | 191287 | 0 | 17936 | ||||
| PAUL J DRAEGER | |||||||||
| VP HUMAN RESOURCES | 40.00 | X | 133672 | 0 | 17818 | ||||
| MONA G EDWARDS | |||||||||
| VP CHIEF OF STAFF & SECRETARY | 40.00 | X | 118452 | 0 | 10740 | ||||
| PORTIA R MOUNT | |||||||||
| VP GLOBAL MARKETING | 40.00 | X | 158101 | 0 | 14112 | ||||
| WILLIAM A PASMORE | |||||||||
| SVP & ORG PRACTICE LEADER | 40.00 | X | 225657 | 0 | 17046 | ||||
| RUDI PLETTINX | |||||||||
| VP & MANAGING DIRECTOR, EMEA | 40.00 | X | 270764 | 0 | 42306 | ||||
| BRADLEY E SHUMAKER | |||||||||
| EVP, CFO, CHIEF ADMIN OFFICER, TREA | 40.00 | X | 229669 | 0 | 16950 | ||||
| GUYLAINE A RENAUD | |||||||||
| ASST TREASURER & ASST SECRETARY | 40.00 | X | 127334 | 0 | 12990 | ||||
| SUREISH NATHAN | |||||||||
| VP & MANAGING DIRECTOR, APAC | 40.00 | X | 148130 | 0 | 6151 | ||||
| JOAN SHIELDS | |||||||||
| MANAGING DIRECTOR | 40.00 | 150519 | 0 | 15402 | X | ||||
| JOHN F FERGUSON | |||||||||
| MANAGING DIRECTOR | 40.00 | 156817 | 0 | 15465 | X | ||||
| DONALD W PRINCE | |||||||||
| MANAGING DIRECTOR | 40.00 | 152969 | 12089 | 13815 | X | ||||
| NATALIE POTHIER | |||||||||
| PORTFOLIO DIRECTOR | 40.00 | 148706 | 0 | 17360 | X | ||||
| DEBRA J ZALESCHUK | |||||||||
| MANAGING DIRECTOR | 40.00 | 146421 | 0 | 20524 | X | ||||
| MICHAEL VAN IMPE | |||||||||
| DIRECTOR MARKETS & CUSTOM SOLUTIONS | 40.00 | 206295 | 0 | 29177 | X | ||||
| SARA N KING | |||||||||
| GROUP DIRECTOR OPEN ENROLLMENT | 40.00 | 157711 | 0 | 15311 | X | ||||
| DARREL L HANDGRAAF | |||||||||
| GROUP DIRECTOR OF IT | 40.00 | 144056 | 0 | 12066 | X | ||||
| WALT ULMER | |||||||||
| FORMER MEMBER | 81500 | 0 | 0 | X | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 3717491 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 12089 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 404803 | TotalOtherCompensation |
| Number Individuals GT100 K | 105 | NumberIndividualsGT100K |
| Formers Listed | 1 | 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 | |||||||||
| 5900 BAKER ROAD | MINNETONKA | MN | 55345 | PROGRAM MODELING AND CONSULTING SERVICES | 918813 | ||||
| EPICOR SOFTWARE CORPORATION | |||||||||
| 18200 VON KARMAN AVE SUITE 1000 | IRVINE | CA | 92612 | IT CONSULTING SERVICES | 732403 | ||||
| TEK SYSTEMS | |||||||||
| PO BOX 198568 | ATLANTA | GA | 30384 | IT CONSULTING SERVICES | 355874 | ||||
| PLATINUM EUROPE SANV | |||||||||
| CONSULTING SERVICES | 344769 | BOULEVARD DU SOUVERAIN 100 | BRUSSELS | BE | BE-1170 | ||||
| FEDERAL EXPRESS CORP | |||||||||
| 3131 DEMOCRATIC ROAD | MEMPHIS | TN | 38118 | SHIPPING SERVICES | 340858 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 32 | NumberOfContractorsGT100K |
| All Other Contributions | 554405 | AllOtherContributions |
| Total Contributions | 554405 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| PROFESSIONAL INCOME | 611600 | 33372825 | 33372825 |
| TUITION INCOME | 611600 | 20259382 | 20259382 |
| PUBLICATION SALES | 611600 | 3626149 | 3626149 |
| PRGM & RESEARCH GRANTS | 611600 | 3220065 | 3220065 |
| TEST & MATERIALS SALES | 611600 | 1306232 | 1306232 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 61784653 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1633024 | TotalRevenueColumn |
| Unrelated Business Revenue | 16149 | UnrelatedBusinessRevenue |
| Exclusion | $1,616,875 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1855220 | TotalRevenueColumn |
| Unrelated Business Revenue | 138 | UnrelatedBusinessRevenue |
| Exclusion | $1,855,082 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2284 | Securities |
| Other | 200 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 6801434 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -6799150 | Securities |
| Other | 200 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -6798950 | TotalRevenueColumn |
| Related Or Exempt Function Income | -6801234 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 2284 | UnrelatedBusinessRevenue |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| CAFETERIA SALES | 611710 | 98100 | $98,100 | |
| EXCHANGE RATE GAINS | 611710 | 45961 | $45,961 | |
| K-1 OTHER INCOME | 611710 | -50373 | $29,728 | -80101 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 462724 | TotalRevenueColumn |
| Exclusion | $462,724 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 556412 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 59584764 | TotalRevenueColumn |
| Related Or Exempt Function Income | 54983419 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | -61530 | UnrelatedBusinessRevenue |
| Exclusion | $4,108,470 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2770990 | Total |
| Program Services | 1481331 | ProgramServices |
| Management And General | 1267574 | ManagementAndGeneral |
| Fundraising | 22085 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 28669131 | Total |
| Program Services | 26814515 | ProgramServices |
| Management And General | 1601914 | ManagementAndGeneral |
| Fundraising | 252702 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 700658 | Total |
| Program Services | 663557 | ProgramServices |
| Management And General | 32858 | ManagementAndGeneral |
| Fundraising | 4243 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3085355 | Total |
| Program Services | 2848820 | ProgramServices |
| Management And General | 198324 | ManagementAndGeneral |
| Fundraising | 38211 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3110413 | Total |
| Program Services | 2608975 | ProgramServices |
| Management And General | 481474 | ManagementAndGeneral |
| Fundraising | 19964 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13623459 | Total |
| Program Services | 13152749 | ProgramServices |
| Management And General | 240674 | ManagementAndGeneral |
| Fundraising | 230036 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 102236 | Total |
| Program Services | 83375 | ProgramServices |
| Management And General | 18005 | ManagementAndGeneral |
| Fundraising | 856 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 254048 | Total |
| Program Services | 111025 | ProgramServices |
| Management And General | 142721 | ManagementAndGeneral |
| Fundraising | 302 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1048 | Total |
| Program Services | 1048 | ProgramServices |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 132977 | Total |
| Program Services | 61169 | ProgramServices |
| Management And General | 71808 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2160912 | Total |
| Program Services | 2143549 | ProgramServices |
| Fundraising | 17363 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3230453 | Total |
| Program Services | 2999570 | ProgramServices |
| Management And General | 214961 | ManagementAndGeneral |
| Fundraising | 15922 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 59510 | Total |
| Program Services | 54978 | ProgramServices |
| Management And General | 3805 | ManagementAndGeneral |
| Fundraising | 727 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3201189 | Total |
| Program Services | 3073084 | ProgramServices |
| Management And General | 123623 | ManagementAndGeneral |
| Fundraising | 4482 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3030465 | Total |
| Program Services | 2850963 | ProgramServices |
| Management And General | 162559 | ManagementAndGeneral |
| Fundraising | 16943 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 207354 | Total |
| Program Services | 207354 | ProgramServices |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 122423 | Total |
| Program Services | 98930 | ProgramServices |
| Management And General | 23402 | ManagementAndGeneral |
| Fundraising | 91 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4302707 | Total |
| Program Services | 3320496 | ProgramServices |
| Management And General | 929186 | ManagementAndGeneral |
| Fundraising | 53025 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 269158 | Total |
| Program Services | 171316 | ProgramServices |
| Management And General | 93488 | ManagementAndGeneral |
| Fundraising | 4354 | Fundraising |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| PUBLICATIONS | 3842425 | 3838417 | 404 | 3604 |
| MEALS | 1385563 | 1374424 | 2589 | 8550 |
| DEDUCTIONS FROM K-1 | 763858 | 763858 | ||
| TAXES & FEES | 313168 | 301743 | 10906 | 519 |
| CONTR FOREIGN CORP EXPS | -6314844 | -6314844 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2147377 | Total |
| Program Services | 1932022 | ProgramServices |
| Management And General | 211878 | ManagementAndGeneral |
| Fundraising | 3477 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 71172033 | Total |
| Program Services | 63878566 | ProgramServices |
| Management And General | 6596011 | ManagementAndGeneral |
| Fundraising | 697456 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2020 | BOY |
| EOY | 1904 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4996181 | BOY |
| EOY | 4983205 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19214218 | BOY |
| EOY | 24144940 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 734658 | BOY |
| EOY | 754212 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1257821 | BOY |
| EOY | 1154462 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 58757511 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 34868264 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26056394 | BOY |
| EOY | 23889247 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 57008039 | BOY |
| EOY | 63212235 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 109269331 | BOY |
| EOY | 118140205 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13024256 | BOY |
| EOY | 11490468 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7751809 | BOY |
| EOY | 10403578 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1666908 | BOY |
| EOY | 1250009 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 29947 | BOY |
| EOY | 8044 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22472920 | BOY |
| EOY | 23152099 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 35869207 | BOY |
| EOY | 35403889 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 46094867 | BOY |
| EOY | 54335805 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4832337 | BOY |
| EOY | 5248412 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 86796411 | BOY |
| EOY | 94988106 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 109269331 | BOY |
| EOY | 118140205 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | 42296385 | BeginningOfYearBalance |
| Contributions | 416075 | Contributions |
| Investment Earnings Or Losses | 11593695 | InvestmentEarningsOrLosses |
| Other Expenditures | 2498261 | OtherExpenditures |
| End Of Year Balance | 51807894 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| 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 | 0.89870 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.10130 | 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 | 25325061 | OtherCostOrOtherBasis |
| Depreciation | 8931796 | Depreciation |
| Book Value | 16393265 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 33410958 | OtherCostOrOtherBasis |
| Depreciation | 25936468 | Depreciation |
| Book Value | 7474490 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 21492 | OtherCostOrOtherBasis |
| Book Value | 21492 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 23889247 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (6 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| MOORINGS CAPITAL, LLC | 58920873 | F |
| DEFERRED COMPENSATION PLAN | 380279 | F |
| REAL ESTATE INVESTMENT TRUST | 3149086 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 63212235 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | NON CONTROLLING INTEREST IN CONSOLIDATED SUBSIDIARY | Description |
| Amount | $8,044 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 8044 | TotalOfAmounts |
| Total Revenue | 59584764 | TotalRevenue |
| Total Expenses | 71172033 | TotalExpenses |
| Excess Or Deficit For Year | -11587269 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 522624 | NetUnrealizedGLOnInvestments |
| Donated Services And Facilities | -541447 | DonatedServicesAndFacilities |
| Other | $19,797,787 | OtherAmount |
| Total Adjustments | 19778964 | TotalAdjustments |
| Excess Or Deficit Per FS | 8191695 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 86069231 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 522624 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 777491 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | 25185600 | OtherRevenues |
| Revenue Not Rptd F990 | 26485715 | RevenueNotRptdF990 |
| Revenue Subtotal | 59583516 | RevenueSubtotal |
| Investment Expenses Not Included | 1048 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | 200 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 1248 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 59584764 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 78119211 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 1318938 | DonatedServicesUseOfFacilities |
| Losses Reported | -200 | LossesReported |
| Other Expenses Included | 6393346 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 7712084 | ExpensesNotRptdF990 |
| Expenses Subtotal | 70407127 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 1048 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 763858 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 764906 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 71172033 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (7 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Part V, Line 4: | Description of Intended Use of Endowment Funds: | ENDOWMENT FUNDS ARE USED TO SUPPORT GENERAL ACTIVITIES AND SPECIAL PROJECTS AS DESIGNATED BY THE BOARD OF MEMBERS AND APPLICABLE LAWS. |
| Part X: | Description of Uncertain Tax Positions Under FIN 48: | The FASB issued new guidance on Accounting for Uncertainty in Income Taxes. The Center adopted this new guidance for the year ended March 31, 2010. 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: 20714862. NON CONTROLLING INTEREST IN CONSOLIDATED SUBSIDIARY: 21903. SUBSIDIARIES NET INCOME: -1158750. FOREIGN CURRENCY TRANSLATION ADJUSTMENT : 219772. | |
| Part XII, Line 2d - Other Adjustments: | GAAP/TAX DIFFERENCE IN PARTNERSHIP INCOME: 19951004. CENTER FOR CREATIVE LEADERSHIP - RUSSIA INCOME/ CFC: 756123. CENTER FOR CREATIVE LEADERSHIP - SINGAPORE INCOME/ CFC: 4089418. CENTER FOR CREATIVE LEADERSHIP - INDIA INCOME/ CFC: 389055. | |
| Part XII, Line 4b - Other Adjustments: | LOSS ON DISPOSAL OF FIXED ASSETS: 200. | |
| Part XIII, Line 2d - Other Adjustments: | CENTER FOR CREATIVE LEADERSHIP - RUSSIA EXPENSES/ CFC: 1194192. CENTER FOR CREATIVE LEADERSHIP - SINGAPORE EXPENSES/ CFC: 4661151. CENTER FOR CREATIVE LEADERSHIP - INDIA EXPENSES/ CFC: 538003. | |
| Part XIII, Line 4b - Other Adjustments: | PARTNERSHIP DEDUCTIONS FROM MOORINGS CAPITAL, LLC: 763858. |
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 |
| Pub Via Broadcast Media Expln | 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 2001 80% 18% 2%2002 78% 18% 4%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% | PubViaBroadcastMediaExpln |
| 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 |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable (4 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|---|
| BELGIUM | 1 | 50 | PROGRAM SERVICES | CCL-EMEA 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. | 15463969 |
| SINGAPORE | 1 | 18 | PROGRAM SERVICES | CCL-APAC (Singapore) offers a portfolio of research-based programs and services universally recognized for effectiveness in business and leadership education. | 4627638 |
| RUSSIA | 1 | 4 | PROGRAM SERVICES | CCL's Moscow office is a hub for leadership education and research, designed to meet the challenges of the local market. | 1066511 |
| INDIA | 1 | 1 | PROGRAM SERVICES | CCL's India office is a hub for leadership education and research, designed to meet the challenges of the local market. | 537416 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Offices | 4 | TotalNumberOfOffices |
| Total Number Of Employees | 73 | TotalNumberOfEmployees |
| Total Amount Spent | 21695534 | TotalAmountSpent |
Form990 Schedule F Part IV Form990ScheduleFPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Method Used to Acccount for Expenditures: | Identifier |
| Explanation | Schedule F, Part I, Line 3: BELGIUM: BELGIAN ACCOUNTING PRINCIPLES SINGAPORE: SINGAPORE FINANCIAL REPORTING STANDARDS RUSSIA: COMPLIANCE WITH THE LEGAL ACTS OF THE RUSSIAN FEDERATION INDIA: GENERALLY ACCEPTED ACCOUNTING STANDARDS IN INDIA | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Payments For Use Of Residence | X | PaymentsForUseOfResidence |
| 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 (18 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 | |||||||||||||
| 362594 | 0 | 0 | 0 | 0 | 0 | 78554 | 0 | 9488 | 0 | 450636 | 0 | 99374 | 0 |
| DAVID G ALTMAN | |||||||||||||
| 201299 | 0 | 0 | 0 | 0 | 0 | 5496 | 0 | 16096 | 0 | 222891 | 0 | 55308 | 0 |
| BRUCE B BYINGTON | |||||||||||||
| 191287 | 0 | 0 | 0 | 0 | 0 | 5144 | 0 | 12792 | 0 | 209223 | 0 | 52488 | 0 |
| PAUL J DRAEGER | |||||||||||||
| 133672 | 0 | 0 | 0 | 0 | 0 | 3676 | 0 | 14142 | 0 | 151490 | 0 | 36752 | 0 |
| PORTIA R MOUNT | |||||||||||||
| 158101 | 0 | 0 | 0 | 0 | 0 | 4206 | 0 | 9906 | 0 | 172213 | 0 | 43389 | 0 |
| WILLIAM A PASMORE | |||||||||||||
| 225657 | 0 | 0 | 0 | 0 | 0 | 4590 | 0 | 12456 | 0 | 242703 | 0 | 61887 | 0 |
| RUDI PLETTINX | |||||||||||||
| 246086 | 0 | 0 | 0 | 24678 | 0 | 27583 | 0 | 14723 | 0 | 313070 | 0 | 55285 | 0 |
| BRADLEY E SHUMAKER | |||||||||||||
| 229669 | 0 | 0 | 0 | 0 | 0 | 6102 | 0 | 10848 | 0 | 246619 | 0 | 62949 | 0 |
| SUREISH NATHAN | |||||||||||||
| 148130 | 0 | 0 | 0 | 0 | 0 | 4802 | 0 | 1349 | 0 | 154281 | 0 | 16783 | 0 |
| JOAN SHIELDS | |||||||||||||
| 150519 | 0 | 0 | 0 | 0 | 0 | 4026 | 0 | 11376 | 0 | 165921 | 0 | 40694 | 0 |
| JOHN F FERGUSON | |||||||||||||
| 156817 | 0 | 0 | 0 | 0 | 0 | 477 | 0 | 14988 | 0 | 172282 | 0 | 42465 | 0 |
| DONALD W PRINCE | |||||||||||||
| 152969 | 0 | 0 | 0 | 0 | 12089 | 3171 | 0 | 10644 | 0 | 166784 | 12089 | 43080 | 0 |
| NATALIE POTHIER | |||||||||||||
| 136497 | 0 | 0 | 0 | 12209 | 0 | 9845 | 0 | 7515 | 0 | 166066 | 0 | 29417 | 0 |
| DEBRA J ZALESCHUK | |||||||||||||
| 146421 | 0 | 0 | 0 | 0 | 0 | 4052 | 0 | 16472 | 0 | 166945 | 0 | 39689 | 0 |
| MICHAEL VAN IMPE | |||||||||||||
| 185927 | 0 | 0 | 0 | 20368 | 0 | 13225 | 0 | 15952 | 0 | 235472 | 0 | 41425 | 0 |
| SARA N KING | |||||||||||||
| 157711 | 0 | 0 | 0 | 0 | 0 | 3131 | 0 | 12180 | 0 | 173022 | 0 | 36003 | 0 |
| DARREL L HANDGRAAF | |||||||||||||
| 144056 | 0 | 0 | 0 | 0 | 0 | 3774 | 0 | 8292 | 0 | 156122 | 0 | 38888 | 0 |
| WALT ULMER | |||||||||||||
| 81500 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 81500 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (4 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| Part I, Line 1a | RUDI PLETTINX, VICE PRESIDENT AND MANAGING DIRECTOR OF EMEA, RECEIVED PAYMENTS FOR BUSINESS USE OF PERSONAL RESIDENCE TOTALING $3,910. THESE PAYMENTS WERE INCLUDED IN THE NONTAXABLE PORTION OF COMPENSATION, AS REPORTED ON FORM 990 PART VII, SECTION A AND SCHEDULE J. | |
| Part I, Line 4a | JOHN R. RYAN $70,000 | |
| 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 (10 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Form 990, Part VI, Section A, line 2 | Peter Richardson, chairman of the Board of Members, is the father of Tyler Richardson who is also a participant on the Board of Members. Peter Richardson, chairman of the Board of Members and Winburne King, Member, are both officers of Moorings Capital LCC, an investment company. As of March 31, 2010, the Center maintained a partnership interest of approximately 10% in Moorings Capital LLC ("Moorings"). 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 is reviewed by the Audit Committee of the Board of Members 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 who are 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 XI, LINE 2C, AUDIT COMMITTEE: | THE AUDIT COMMITTEE'S PROCESS OF AUDIT EVALUATION HAS NOT CHANGED FROM THE PRIOR YEAR. |
| FORM 990, PART VI, SECTION A, LINE 1A, GOVERNING BODIES: | The Center for Creative Leadership has two sets of governing bodies: the Board of Members and the Board of Governors. As of March 31, 2010, the Board of Members consisted of seven individuals, three of whom were also participants on the Board of Governors. The Board of Governors was comprised of 12 additional individuals. The Board of Members have the sole authority to: elect the Members, elect the Governors, adopt and amend bylaws, manage the real and personal property, select the auditors, set compensation of Members and Governors and approve any indebtedness. The Board of Governors has all other oversight authority except for the items reserved for the Members. |
| 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 has wholly owned subsidiaries in Singapore and India, and operates a 95% owned subsidiary in Moscow. |
| 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 (1,934,570) RELATED/EXEMPT MOORINGS CAPITAL K-1, BOX 11A (99,559) RELATED/EXEMPT MOORINGS CAPITAL K-1, BOX 13L 1,021 UBI NET LONG-TERM CAPITAL GAIN/(LOSS): MOORINGS CAPITAL K-1, BOX 9A 4,765,315) RELATED/EXEMPT MOORINGS CAPITAL K-1, BOX 11A 294 RELATED/EXEMPT MOORINGS CAPITAL K-1, BOX 13L 1,263 UBI |
Schedule R IRS990ScheduleR
Form990 Schedule R Part IV Form990ScheduleRPartIV (3 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 | -438069 | 967071 | 0.95000 |
| CENTER FOR CREATIVE LEADERSHIP (CCL) PTE LTD | |||||||||||
| 238A THOMSON ROAD 16-06/08 NOVENA | SINGAPORE | SINGAPORE | SN | 307684 | CONDUCT RESEARCH, PRODUCE PUBLICATIONS, AND PROVIDE LEADERSHIP TRAINING | SN | CENTER FOR CREATIVE LEADERSHIP | C | -571734 | 2351811 | 1.00000 |
| CENTER FOR CREATIVE LEADERSHIP INDIA PRIVATE LIMITED | |||||||||||
| C/O REGUS BUSINESS CENTRE LEVEL 2 | PUNE | INDIA | IN | 411001 | CONDUCT RESEARCH, PRODUCE PUBLICATIONS, AND PROVIDE LEADERSHIP TRAINING | IN | CENTER FOR CREATIVE LEADERSHIP | C | -148947 | 419877 | 1.00000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 1 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | 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 | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 1 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (5 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved |
|---|---|
| CENTER FOR CREATIVE LEADERSHIP LLC | |
| D | 179439 |
| CENTER FOR CREATIVE LEADERSHIP (CCL) PTE LTD | |
| D | 11627010 |
| CENTER FOR CREATIVE LEADERSHIP INDIA PRIVATE LIMITED | |
| D | 255567 |
| CENTER FOR CREATIVE LEADERSHIP (CCL) PTE LTD | |
| A | 244544 |
| CENTER FOR CREATIVE LEADERSHIP INDIA PRIVATE LIMITED | |
| Q | 105846 |