Civic Intelligence

Lean Enterprise Institute Inc.

990 • Fiscal year 2013 • EIN 04-3382623

Jul 01, 2012 to Jun 30, 2013 • Filed on Oct 10, 2013

Organization ProfileWWW.LEAN.ORG

View Organization Page

215 First Street Suite 300Boston, MA 02142
Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

44th percentile

0.19x

Higher debt load relative to assets than 44% of similar nonprofits.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2013

Liabilities / Revenue

29th percentile

0.11x

Higher debt load relative to revenue than 29% of similar nonprofits.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2013

Net Margin

28th percentile

-2.0%

Higher net margin than 28% of similar nonprofits.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

22nd percentile

-2.8%

Faster asset growth than 22% of similar nonprofits.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets44th percentile

Assets

Down

$4,896,516

Down $139,390 (-2.8%) from 2012

Net Assets

Down

$3,959,784

Down $178,474 (-4.3%) from 2012

Liabilities

Up

$936,732

Up $39,084 (+4.4%) from 2012

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin28th percentile

Revenue

$8,817,154

No earlier filing loaded for comparison.

Expenses

Up

$8,995,628

Up $2,093,459 (+30%) from 2012

Net Income

-$178,474

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth22nd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $5,458,513Liabilities 2011: $848,763Net Assets 2011: $4,609,7502011Assets 2012: $5,035,906Liabilities 2012: $897,648Net Assets 2012: $4,138,2582012Assets 2013: $4,896,516Liabilities 2013: $936,732Net Assets 2013: $3,959,7842013Assets 2014: $5,715,370Liabilities 2014: $1,692,244Net Assets 2014: $4,023,1262014Assets 2015: $6,317,648Liabilities 2015: $1,280,917Net Assets 2015: $5,036,7312015Assets 2016: $6,562,830Liabilities 2016: $1,406,930Net Assets 2016: $5,155,9002016Assets 2017: $5,197,540Liabilities 2017: $1,477,331Net Assets 2017: $3,720,2092017Assets 2018: $4,405,074Liabilities 2018: $1,009,095Net Assets 2018: $3,395,9792018Assets 2019: $3,569,855Liabilities 2019: $652,072Net Assets 2019: $2,917,7832019Assets 2020: $4,011,209Liabilities 2020: $1,337,126Net Assets 2020: $2,674,0832020Assets 2021: $4,353,748Liabilities 2021: $1,418,141Net Assets 2021: $2,935,6072021Assets 2022: $3,751,454Liabilities 2022: $1,818,653Net Assets 2022: $1,932,8012022Assets 2023: $2,982,738Liabilities 2023: $1,556,138Net Assets 2023: $1,426,6002023Assets 2024: $3,087,005Liabilities 2024: $1,706,448Net Assets 2024: $1,380,5572024

Highlighted filing

2013

Assets$4,896,516
Liabilities$936,732
Net Assets$3,959,784
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$15M$10M$5.0M$0-$5.0MExpenses 2011: $6,725,9562011Expenses 2012: $6,902,1692012Revenue 2013: $8,817,154Expenses 2013: $8,995,628Net Income 2013: -$178,4742013Revenue 2014: $9,241,771Expenses 2014: $9,178,429Net Income 2014: $63,3422014Revenue 2015: $10,822,684Expenses 2015: $9,809,079Net Income 2015: $1,013,6052015Revenue 2016: $10,529,386Expenses 2016: $10,410,217Net Income 2016: $119,1692016Revenue 2017: $10,603,768Expenses 2017: $12,039,459Net Income 2017: -$1,435,6912017Revenue 2018: $10,227,013Expenses 2018: $10,551,243Net Income 2018: -$324,2302018Revenue 2019: $9,841,577Expenses 2019: $10,319,773Net Income 2019: -$478,1962019Revenue 2020: $5,221,170Expenses 2020: $5,785,259Net Income 2020: -$564,0892020Revenue 2021: $5,746,296Expenses 2021: $5,560,195Net Income 2021: $186,1012021Revenue 2022: $7,052,473Expenses 2022: $7,867,204Net Income 2022: -$814,7312022Revenue 2023: $7,178,088Expenses 2023: $7,738,382Net Income 2023: -$560,2942023Revenue 2024: $7,239,853Expenses 2024: $7,365,631Net Income 2024: -$125,7782024

Highlighted filing

2013

Revenue$8,817,154
Expenses$8,995,628
Net Income-$178,474
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2012 to Jun 30, 2013
Signed
Oct 10, 2013
Return Version
2012v2.1
Gross Receipts
$10,536,246
Mission and Program Overview

Mission

To promote the widespread adoption of a set of ideas known as lean thinking.

Major Activities

Activity 2
Lean publications - sales of lei workbooks, reference books that explain the roots of lean and related products that support the implementation of lean.
Activity 3
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.
Filing and Contact Details

Filer

EIN
04-3382623
Raw XML AppendixShowing 400 of 639 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/ProgramServiceRevenue/BusinessCode0900099
IRS990/ProgramServiceRevenue/BusinessCode1900099
IRS990/ProgramServiceRevenue/BusinessCode2900099
IRS990/ProgramServiceRevenue/BusinessCode3900099
IRS990/ProgramServiceRevenue/BusinessCode4900099
IRS990/ProgramServiceRevenueCY07683343
IRS990/ProgramServiceRevenue/Description0WORKSHOP FEES
IRS990/ProgramServiceRevenue/Description1CO-LEARNING PARTNERS
IRS990/ProgramServiceRevenue/Description2EVENT FEES
IRS990/ProgramServiceRevenue/Description3PARTNER FEE REVENUE
IRS990/ProgramServiceRevenue/Description4SPEAKING AND ASSESSMENT
IRS990/ProgramServiceRevenuePriorYear05164589
IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome02821889
IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome11849876
IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome21823020
IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome3998750
IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome4184664
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IRS990/ProgramServiceRevenue/TotalRevenueColumn11849876
IRS990/ProgramServiceRevenue/TotalRevenueColumn21823020
IRS990/ProgramServiceRevenue/TotalRevenueColumn3998750
IRS990/ProgramServiceRevenue/TotalRevenueColumn4184664
IRS990/ProhibitedTaxShelterTrans00
IRS990/QuidProQuoContributions00
IRS990/ReconcilationOtherChanges00
IRS990/ReconcilationRevenueExpenses0-178474
IRS990/RegularMonitoringEnforcement01
IRS990/RelatedEntity00
IRS990/RelatedOrgControlledEntity00
IRS990/ReportFin48Footnote00
IRS990/ReportInvestOthSecurities00
IRS990/ReportLandBldgEquip01
IRS990/ReportOtherAssets00
IRS990/ReportOtherLiabilities00
IRS990/ReportProgRelInvest00
IRS990/Revenue02821889
IRS990/RevenuesLessExpensesCY0-178474
IRS990/RevenuesLessExpensesPriorYear0-471492
IRS990/SalariesEtcCurrentYear02641082
IRS990/SalariesEtcPriorYear02553528
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IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus2Years010209
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus3Years027105
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus4Years071179
IRS990ScheduleA/GrossInvestmentIncome509/Total0114472
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYear07683343
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus1Year05164589
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus2Years05271275
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus3Years04840005
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus4Years04313956
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IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYear02019
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IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus2Years010209
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus3Years027105
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus4Years071179
IRS990ScheduleA/InvestmentIncomeAndUBTI/Total0114472
IRS990ScheduleA/InvestmentIncomePercentage00.00420
IRS990ScheduleA/PriorYearSupportPercentage00.98860
IRS990ScheduleA/PriorYrInvestIncomePercentage00.01140
IRS990ScheduleA/PubliclySupportedOrg509a20X
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IRS990ScheduleA/Total509/CurrentTaxYearMinus2Years05271275
IRS990ScheduleA/Total509/CurrentTaxYearMinus3Years04840005
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Document Assets

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Filings

Displayed year

2013 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$4,896,516
Liabilities
$936,732
Net assets
$3,959,784
Revenue
$8,817,154
Expenses
$8,995,628
Net income
-$178,474
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.09$1.71$1.38$7.24$7.37$0.13
2023Detailed filing. Detailed filing data is available for this year.$2.98$1.56$1.43$7.18$7.74$0.56
2022Detailed filing. Detailed filing data is available for this year.$3.75$1.82$1.93$7.05$7.87$0.81
2021Detailed filing. Detailed filing data is available for this year.$4.35$1.42$2.94$5.75$5.56$0.19
2020Detailed filing. Detailed filing data is available for this year.$4.01$1.34$2.67$5.22$5.79$0.56
2019Detailed filing. Detailed filing data is available for this year.$3.57$0.65$2.92$9.84$10.3$0.48
2018Detailed filing. Detailed filing data is available for this year.$4.41$1.01$3.40$10.2$10.6$0.32
2017Detailed filing. Detailed filing data is available for this year.$5.20$1.48$3.72$10.6$12.0$1.44
2016Detailed filing. Detailed filing data is available for this year.$6.56$1.41$5.16$10.5$10.4$0.12
2015Detailed filing. Detailed filing data is available for this year.$6.32$1.28$5.04$10.8$9.81$1.01
2014Detailed filing. Detailed filing data is available for this year.$5.72$1.69$4.02$9.24$9.18$0.06
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.90$0.94$3.96$8.82$9.00$0.18
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.04$0.90$4.14$6.90
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.46$0.85$4.61$6.73
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2013 filings • 501(c)3 • $10M-$25M nonprofits