2011-11-14T14:43:33-06:00 2010-12-31 ALEXANDER ARONSON FINNING & CO PC 21 EAST MAIN STREET WESTBORO MA 01581 990 2010-01-01 222951275 ENLIGHTENNEXT INC ENLI 4136376000 PO BOX 2360 LENOX MA 01240 MELINDA SCHILD 4136376000 2011-11-11 1 JOHN BUCKLEY CPA 5083669100 2011-11-11 2010 2016-03-07 17:11:31Z MELINDA SCHILD PO BOX 2360 LENOX MA 01240 4009516 0 X WWW.ENLIGHTENNEXT.ORG X 1988 MA ENLIGHTENNEXT IS DEDICATED TO CATALYZING EVOLUTION IN CONSCIOUSNESS AND CULTURE. WE STRIVE TO BE LEADERS, LIVING EXAMPLES, AND PATHFINDERS IN THE EMERGING FIELD OF INTEGRAL AND EVOLUTIONARY SPIRITUALITY, AND TO STAND FOR THE ULTIMATE RELEVANCE OF SPIRITUAL ENLIGHTENMENT IN OUR TIME. THROUGH OUR INTEGRATED ANNUAL CYCLE OF PROGRAMS AND EVENTS AND OUR AWARD WINNING PUBLICATIONS, WE ARE AWAKENING, CONNECTING, AND CULTIVATING A GLOBAL MOVEMENT OF EVOLUTIONARIES - INDIVIDUALS WHO FEEL PERSONALLY RESPONSIBLE FOR CREATING THE FUTURE. 9 4 32 44 10092 -1312 1941055 909192 1651582 2442584 30784 9776 -200042 -217811 3423379 3143741 0 0 0 0 1471890 1127253 0 0 290452 2214698 2296360 3686588 3423613 -263209 -279872 7123105 6147071 2128204 1430910 4994901 4716161 X ENLIGHTENNEXT IS DEDICATED TO CATALYZING EVOLUTION IN CONSCIOUSNESS AND CULTURE. WE STRIVE TO BE LEADERS, LIVING EXAMPLES, AND PATHFINDERS IN THE EMERGING FIELD OF INTEGRAL AND EVOLUTIONARY SPIRITUALITY, AND TO STAND FOR THE ULTIMATE RELEVANCE OF SPIRITUAL ENLIGHTENMENT IN OUR TIME. THROUGH OUR INTEGRATED ANNUAL CYCLE OF PROGRAMS AND EVENTS AND OUR AWARD WINNING PUBLICATIONS, WE ARE AWAKENING, CONNECTING, AND CULTIVATING A GLOBAL MOVEMENT OF EVOLUTIONARIES - INDIVIDUALS WHO FEEL PERSONALLY RESPONSIBLE FOR CREATING THE FUTURE. 0 0 870886 1016112 3 RESIDENTIAL RETREATS AND 2 VIRTUAL RETREATS WERE HELD WITH ANDREW COHEN, THAT PROVIDED AN OPPORTUNITY FOR EXPERIENTIAL ENGAGEMENT WITH THE TEACHING OF EVOLUTIONARY ENLIGHTENMENT, IN THE US AND EUROPE WITH ABOUT 1221 ATTENDEES. ONE DAY TEACHING EVENTS WERE GIVEN BY ANDREW COHEN ALL OVER THE WORLD WITH MORE THAN 1975 PEOPLE ATTENDING. 1243690 1127917 IN-DEPTH CULTURAL INQUIRY IS PROVIDED THROUGH AWARD-WINNING MAGAZINE ENLIGHTENNEXT, VIRTUAL SEMINARS, WEBSITES, SALONS, BLOGS AND E-PUBLICATIONS. SUBSCRIPTIONS TO THE MAGAZINE ARE OVER 8,000. NEWSTAND SALES ARE APPROXIMATELY 37,000 COPIES. WORLDWIDE READERSHIP IS ESTIMATED TO EXCEED 55,000 INDIVIDUALS. 240088 338548 MEMBERSHIP ACTIVITIES INCLUDING 10 VIRTUAL WORKSHOPS WERE HELD WITH 1,890 ATTENDEES. IT ALSO INCLUDES OTHER EDUCATIONAL PROGRAMS OFFERED TO MEMBERS AND OTHERS. 101688 34908 OTHER PUBLICATIONS AND MULTIMEDIA PRODUCTIONS, CONFERENCES AND ACTIVITIES AT VENUES ONLY RENTED FOR THE DAY OF THE EVENTS IN BOSTON AND NEW YORK CITY. 101688 34908 2456352 1 1 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 55 0 0 32 1 1 1 1 UK 0 0 0 1 1 0 0 0 0 0 0 X 9 4 1 0 0 0 0 0 0 1 0 0 1 1 1 1 1 1 1 1 1 1 0 MA NY X X SYLVIA SMETANA DIRECTOR OF FINANCE 4136376027 4 FOXHOLLOW DRIVE LENOX MA 01240 ANDREW COHEN 40.00 X X 89103 0 5147 ROBERT VOSS 40.00 X X 46907 0 5147 JOHN CARTER PHIPPS 40.00 X 47387 0 5147 AMY EDELSTEIN 40.00 X 23826 0 5147 CALVIN PHIPPS 1.00 X 0 0 4203 CHRIS PARRISH 1.00 X 0 0 0 DAVID GOLD 2.00 X 0 0 0 MELISSA HOFFMAN 1.00 X 0 0 0 JAMES SPIEGEL 1.00 X 0 0 0 CHARLIE CHAVARRIA 2.00 X 0 0 0 MELINDA SCHILD 40.00 X 44157 0 5112 251380 0 29903 0 0 0 0 GOOD WORLDWIDE LLC 915 N CITRUS LOS ANGELES CA 90038 MEDIA PLATFORM 160000 THE BIG THINK INC 1425 MOUNT CURVE AVE MINNEAPOLIS MN 55403 CONSULTING FIRM 137565 2 156218 752974 29405 909192 PROGRAM INCOME 900099 1419464 1419464 SPONSORSHIPS 900099 1013028 1013028 ADVERTISING 541800 10092 10092 2442584 7773 7773 329294 614047 -284753 -284753 -284753 2003 2003 2003 2003 8160 156218 10168 -2008 -2008 223344 241560 -18216 -18216 OTHER 900099 84993 84993 RECOVERY OF BAD DEBT 900099 2173 2173 87166 3143741 2517485 10092 -293028 289999 201457 80505 8037 609140 362201 133799 113140 139420 63244 58014 18162 88694 60174 17788 10732 5589 3738 1415 436 23228 23228 106352 70588 21870 13894 96018 41790 44757 9471 110596 50213 54597 5786 89648 76164 11291 2193 81550 31509 45826 4215 195733 86907 96690 12136 48510 18743 27259 2508 FULFILLMENT AND COGS 658059 658059 0 0 VENUE EXPENSES 535702 530845 64 4793 TEMPORARY AND CONTRACT 182150 79418 45982 56750 BANK AND CREDIT CARD FE 72360 48278 3175 20907 SHIPPING & POSTAGE 40222 35892 2053 2277 50643 37132 8496 5015 3423613 2456352 676809 290452 679185 445788 508570 361190 245557 87824 73390 2523 516772 307678 162081 59070 7409606 2923739 4789442 4485867 524088 21151 7123105 6147071 163967 171262 729322 142351 1163876 1097071 71039 20226 2128204 1430910 X 4600822 4445930 394079 270231 4994901 4716161 7123105 6147071 X -279872 1132 X X 0 1 1 X 0 X 1040954 1046544 1564077 1941055 917352 6509982 1040954 1046544 1564077 1941055 917352 6509982 1182779 5327203 211323 755827 613512 367645 337067 2285374 35514 83798 41040 17767 84993 263112 9058468 5637686 0.58810 0.57730 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1102937 1102937 4603160 1598837 3004323 1500066 1247122 252944 203443 77780 125663 4485867 CAPITAL LEASE OBLIGATION 20226 20226 3143741 3423613 -279872 1132 1132 -278740 3817693 1132 48605 49737 3767956 -624215 -624215 3143741 4096433 48605 624215 672820 3423613 0 3423613 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: THE ORGANIZATION FOLLOWS THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES STANDARD WHICH REQUIRES THE ORGANIZATION TO REPORT UNCERTAIN TAX POSITIONS, RELATED INTEREST AND PENALTIES, AND TO ADJUST ITS ASSETS AND LIABILITIES RELATED TO UNRECOGNIZED TAX BENEFITS AND ACCRUED INTEREST AND PENALTIES ACCORDINGLY. AS OF DECEMBER 31, 2010, THE ORGANIZATION DETERMINED THAT THERE ARE NO MATERIAL UNRECOGNIZED TAX BENEFITS TO REPORT. THE ORGANIZATION DOES NOT EXPECT THAT THE AMOUNTS OF UNRECOGNIZED TAX BENEFITS WILL CHANGE SIGNIFICANTLY WITHIN THE NEXT TWELVE MONTHS. INFORMATION RETURNS FILED FOR THE THREE FISCAL YEARS ENDED DECEMBER 31, 2009, REMAIN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE AND THE COMMONWEALTH OF MASSACHUSETTS. PART XII, LINE 4B AND PART XIII, LINE 2D REPRESENT RENTAL EXPENSES OF $614,047 AND SPECIAL EVENT EXPENSES OF $10,168 SHOWN GROSS ON THE AUDITED FINANCIAL STATEMENTS AND NET ON THE 990. GERMANY 0 0 PROGRAM SERVICES RETREAT 39574 INDIA 0 0 PROGRAM SERVICES TEACHINGS 4032 FRANCE 0 0 PROGRAM SERVICES TEACHINGS 2880 NETHERLANDS 0 0 PROGRAM SERVICES TEACHINGS 2530 DENMARK 0 0 PROGRAM SERVICES TEACHINGS 3342 UNITED KINGDOM 0 0 PROGRAM SERVICES TEACHINGS 4839 SWITZERLAND 0 0 PROGRAM SERVICES TEACHINGS 693 SWEDEN 0 0 PROGRAM SERVICES TEACHINGS 1444 RUSSIA 0 0 SENDING REP TO SPEAK AT CONFERENCES 1357 0 0 0 59334 1357 60691 0 0 0 0 0 0 MEDITATION MARATHON 163323 155163 8160 0 0 0 10090 MEDITATION MARATHON 09 PAID IN 10 1055 1055 0 0 0 78 164378 156218 8160 10168 10168 -2008 X 2 29404 IMMEDIATE SALE PRICE OF 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 TWO BOARD MEMBERS, CALVIN PHIPPS AND JOHN CARTER PHIPPS ARE BROTHERS. FORM 990, PART VI, SECTION A, LINE 8B THE BOARD MUST APPROVE ALL DECISIONS PRESENTED BY ALL OTHER COMMITTEES. FORM 990, PART VI, SECTION B, LINE 11 THE CHAIR OF THE FINANCE COMMITTEE REVIEWS 990 FORM IN DETAIL. THE FORM IS EMAILED TO THE BOARD MEMBERS FOR REVIEW WITH REQUEST TO REPORT BACK IF THEY HAVE ANY COMMENTS OR CHANGES. FORM 990, PART VI, SECTION B, LINE 12C EACH OFFICER, DIRECTOR, AND KEY EMPLOYEE ANNUALLY SIGNS A CONFLICT OF INTEREST STATEMENT WHICH STATES THAT THEY HAVE RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY, HAVE READ THE POLICY AND AGREE TO COMPLY WITH THE POLICY. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION HAS A COMPENSATION COMMITTEE THAT REVIEWS AND MAKES SALARY RECOMMENDATIONS FOR THE CHAIRMAN, CEO AND COO. IF ANY OF THOSE INDIVIDUALS IS A MEMBER OF THE COMMITTEE THEN THEY MUST EXCLUDE THEMSELF FROM THE DELIBERATIONS. THE COMPENSATION COMMITTEE MADE THE RECOMMENDATIONS FOR THE CHAIRMAN, CEO AND COO AND THE BOARD APPROVED THEM. THE DIRECTOR OF HUMAN RESOURCES MAKES THESE RECOMMENDATIONS TO THE COMMITTEE WHO THEN MAKES THE FINAL RECOMMENDATIONS TO THE BOARD WHO APPROVES THE ANNUAL COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATIONS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICIES, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 1,132. THE ORGANIZATION'S BOARD OF DIRECTORS IS RESPONSIBLE FOR OVERSIGHT OF THE ANNUAL AUDIT AND SELECTION OF THE INDEPENDENT AUDITORS.