Civic Intelligence

Lean Enterprise Institute Inc.

990 • Fiscal year 2016 • EIN 04-3382623

Jul 01, 2015 to Jun 30, 2016 • Filed on Oct 26, 2016

Organization ProfileWWW.LEAN.ORG

View Organization Page

215 First Street Suite 300Cambridge, MA 02142

(617) 871-2900

Siviq Scores

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

Liabilities / Assets

48th percentile

0.21x

Higher debt load relative to assets than 48% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Liabilities / Revenue

35th percentile

0.13x

Higher debt load relative to revenue than 35% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Net Margin

44th percentile

1.1%

Higher net margin than 44% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Top Officer Pay

84th percentile

$354,323

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 3.4% of source-year revenue.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Asset Growth

59th percentile

3.9%

Faster asset growth than 59% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Revenue Growth

33rd percentile

-2.7%

Faster revenue growth than 33% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets48th percentile

Assets

Up

$6,562,830

Up $245,182 (+3.9%) from 2015

Net Assets

Up

$5,155,900

Up $119,169 (+2.4%) from 2015

Liabilities

Up

$1,406,930

Up $126,013 (+9.8%) from 2015

Revenue And Expenses
Liabilities / Revenue35th percentileNet Margin44th percentile

Revenue

Down

$10,529,386

Down $293,298 (-2.7%) from 2015

Expenses

Up

$10,410,217

Up $601,138 (+6.1%) from 2015

Net Income

Down

$119,169

Down $894,436 (-88%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth59th 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

2016

Assets$6,562,830
Liabilities$1,406,930
Net Assets$5,155,900
Open 2016 Filing

Operations Trend

Revenue Growth33rd percentile

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

2016

Revenue$10,529,386
Expenses$10,410,217
Net Income$119,169
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Oct 26, 2016
Return Version
2015v2.1
Gross Receipts
$12,058,452
Mission and Program Overview

Mission

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

To provide research and education to create greater efficiency and productivity in manufacturing, services and healthcare.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$3,072,635$2,818,014▼ $254,621
Accounts Receivable$2,162,430$2,477,726▲ $315,296
Inventories for Sale or Use$374,084$423,239▲ $49,155
Cash and Non-Interest-Bearing Accounts$252,885$394,824▲ $141,939
Prepaid Expenses and Deferred Charges$228,380$200,498▼ $27,882
Land, Buildings, and Equipment, Net$139,616$119,134▼ $20,482
Total Assets$6,317,648$6,562,830▲ $245,182
Other Assets Total$87,618$129,395▲ $41,777
Liabilities
Deferred Revenue$771,935$861,746▲ $89,811
Accounts Payable and Accrued Expenses$508,982$545,184▲ $36,202
Total Liabilities$1,280,917$1,406,930▲ $126,013
Net Assets / Fund Balance
Unrestricted Net Assets$5,036,731$5,155,900▲ $119,169
Total Net Assets Fund Balance$5,036,731$5,155,900▲ $119,169
Total Liabilities and Net Assets / Fund Balance$6,317,648$6,562,830▲ $245,182

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$55,971$576,129$632,100
Leasehold Improvements$63,163$148,451$211,614
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
John Y ShookPresidentFT$329,560$24,763$354,323
Mark ReichChief Operating OfficerFT$280,437$36,093$316,530
James WomackDirectorFT$267,962$27,875$295,837
JOHN P O'DONNELLTreasurerFT$252,772$18,916$271,688
Josh HowellSenior CoachFT$159,909$28,184$188,093
Darlene DumontPublic Service Program DirectorFT$169,952$17,649$187,601
Joshua C RapozaCustomer Strategy OfficerFT$142,209$26,339$168,548
Tabitha DuboisDirector of Finance & AdminFT$119,679$25,191$144,870
Chet MarchwinskiDirector of CommunicationsFT$116,137$25,017$141,154
Alice LeeExec. Director of Strategy and AdminFT$64,771$9,173$73,944

Board Members and Trustees

NameTitle
Donald RunkleDirector
John ToussaintDirector
Lynn KelleyDirector
Matthew LovejoyDirector
Orest FuimeDirector
Peter WardDirector

Highest Paid Contractors

ContractorServicesLocationCompensation
Npj Management Consulting LLCCoach11 WYNDHAM LANE, Farmington, CT 06032$580,969
Lean Transformation GroupInstructor3588 PLYMOUTH RD 320, Ann Arbor, MI 48105$304,291
Emc NetworkCoach13264 BLUE SHORE DRIVE, Traverse City, MI 48686$264,135
Lean Shift ConsultingCoach12745 S SAGINAW SUITE 806 208, Grand Blanc, MI 48439$247,477
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$9,764,320
Investment Income
$12,367
Other Revenue
$752,699
Change in Net Assets
$119,169

Audited Revenue Reconciliation

Revenue per Audited Statements
$10,529,386
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$1,529,066
Total Revenue per Audited Statements
$12,058,452
Total Revenue per Form 990
$10,529,386
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$7,015,762
Salaries, Compensation, and Employee Benefits$3,337,402
Grants and Similar Amounts Paid$57,053
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$1,505,628$300,773-$1,806,401
Other Salaries and Wages$844,081$241,820-$1,085,901
All Other Expenses$405,548$31,442-$436,990
Occupancy$249,837$83,280-$333,117
Other Expenses$205,779$68,593-$274,372
Office Expenses$150,964$50,323-$201,287
Payroll Taxes$131,802$31,146-$162,948
Pension Plan Contributions$126,816$29,584-$156,400
Other Employee Benefits$93,186$32,566-$125,752
Depreciation Depletion$82,204$27,401-$109,605
Fees for Services Other$53,710$17,903-$71,613
Grants to Domestic Orgs$57,053--$57,053
Travel$35,731$11,910-$47,641
Fees for Services Accounting$24,225$8,075-$32,300
Fees for Services Legal$563$187-$750
Total Functional Expenses$9,475,214$935,003$0$10,410,217

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$11,939,283
Expenses per Audited Statements$10,410,217
Total Expenses per Form 990$10,410,217
Expenses Not Reported on Form 990$1,529,066
Expenses Not Reported on Financial Statements$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Uc RegentsBerkeley, CASection 501(c)(3)To Support the Programs and Operations of the Center for Lean Engagement and Research in Healthcare, Which Includes Research on the Adoption, Implementation and Impact of Lean in Healthcare Organizations.$50,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
John Y ShookCEORoyaltiesNo$137,520
James WomackSenior AdvisorRoyaltiesNo$4,376
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
No
Business relationship with family members
No
Business relationship with organization members
Yes
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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.”

Filing and Contact Details

Filer

Filer Name
Lean Enterprise Institute Inc
EIN
04-3382623
Phone
6178712900
Address
215 FIRST STREET SUITE 300, CAMBRIDGE, MA 02142

Signing Officer

Name
Mark Reich
Title
Chief Operating Officer
Phone
6178712900
Signed
2016-10-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mark Reich
Formed
1997
Legal Domicile
Ma
Voting Board Members
8
Independent Board Members
6
Employees
26
Volunteers
0

Preparer

Firm
Samet & Company Pc
Address
1330 BOYLSTON STREET, CHESTNUT HILL, MA 02467-2111
Preparer
John J Czyzewski CPA
Phone
6177311222
Supplemental Narrative

Financial Statement Notes

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Program costs included in cost of good sold - lean publications 1,529,066.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Program costs included in cost of goods sold-lean publications 1,529,066.”

Raw XML AppendixShowing 400 of 687 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/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt9280437
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt8TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt9CHIEF OPERATING OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt10EXEC. DIR. OF STRATEGY AND ADMIN
IRS990/Form990PartVIISectionAGrp/TitleTxt11SENIOR COACH
IRS990/Form990PartVIISectionAGrp/TitleTxt12PUBLIC SERVICE PROGRAM DIR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIR. OF COMMUNICATIONS
IRS990/Form990PartVIISectionAGrp/TitleTxt14CUSTOMER STRATEGY OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIR. OF FINANCE & ADMIN
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IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt012058452
IRS990/GrossSalesOfInventoryAmt02281765
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IRS990/LocalChaptersInd00
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IRS990/MembersOrStockholdersInd00
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IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROMOTE THE WIDESPREAD ADOPTION OF A SET OF IDEAS KNOWN AS LEAN THINKING.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
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IRS990/NetUnrelatedBusTxblIncmAmt00
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IRS990/OccupancyGrp/ProgramServicesAmt0249837
IRS990/OccupancyGrp/TotalAmt0333117
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt050323
IRS990/OfficeExpensesGrp/ProgramServicesAmt0150964
IRS990/OfficeExpensesGrp/TotalAmt0201287
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt087618
IRS990/OtherAssetsTotalGrp/EOYAmt0129395
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt032566
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt093186
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0125752
IRS990/OtherExpensesGrp/Desc0PROGRAM COSTS - CO-LEAR
IRS990/OtherExpensesGrp/Desc1PROGRAM COSTS - LEAN WO
IRS990/OtherExpensesGrp/Desc2PROGRAM COSTS - LEAN EV
IRS990/OtherExpensesGrp/Desc3COMPUTER SUPPORT
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt068593
IRS990/OtherExpensesGrp/ProgramServicesAmt02712529
IRS990/OtherExpensesGrp/ProgramServicesAmt11625936
IRS990/OtherExpensesGrp/ProgramServicesAmt21169622
IRS990/OtherExpensesGrp/ProgramServicesAmt3205779
IRS990/OtherExpensesGrp/TotalAmt02712529
IRS990/OtherExpensesGrp/TotalAmt11625936
IRS990/OtherExpensesGrp/TotalAmt21169622
IRS990/OtherExpensesGrp/TotalAmt3274372
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0241820
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0844081
IRS990/OtherSalariesAndWagesGrp/TotalAmt01085901
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt031146
IRS990/PayrollTaxesGrp/ProgramServicesAmt0131802
IRS990/PayrollTaxesGrp/TotalAmt0162948
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt029584
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0126816
IRS990/PensionPlanContributionsGrp/TotalAmt0156400
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0228380
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0200498
IRS990/PrincipalOfficerNm0MARK REICH
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/BusinessCd3900099
IRS990/ProgramServiceRevenueGrp/BusinessCd4900099
IRS990/ProgramServiceRevenueGrp/Desc0CO-LEARNING PARTNERS
IRS990/ProgramServiceRevenueGrp/Desc1WORKSHOP FEES
IRS990/ProgramServiceRevenueGrp/Desc2EVENT FEES
IRS990/ProgramServiceRevenueGrp/Desc3SPEAKING AND ASSESSMENT
IRS990/ProgramServiceRevenueGrp/Desc4PUBLIC SERVICE VAL NETWORK
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt04947967
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt12546423
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt22056758
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3185906
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt426054
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt04947967
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt12546423
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt22056758
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3185906
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt426054
IRS990/ProgSrvcAccomActy2Grp/Desc0LEAN PUBLICATIONS - SALES OF LEI WORKBOOKS, REFERENCE BOOKS THAT EXPLAIN THE ROOTS OF LEAN AND RELATED PRODUCTS THAT SUPPORT THE IMPLEMENTATION OF LEAN.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0408061
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0752699
IRS990/ProgSrvcAccomActy3Grp/Desc0CO-LEARNING PARTNERS - INSTITUTE PERSONNEL WORK WITH ORGANIZATIONS DESIRING TO SUPPORT THE INSTITUTE'S NON-PROFIT, EDUCATION AND RESEARCH MISSION BY PARTICIPATING IN LEADERSHIP DEVELOPMENT AND CO-LEARNING ACTIVITIES AS PART OF THE ORGANIZATION'S 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.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt04265377
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt04947967
IRS990/ProgSrvcAccomActyOtherGrp/Desc0LEAN 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 ASSESSMENTS - INSTITUTE PERSONNEL SPEAK AND TEACH AT CONFERENCES AND EVENTS ON THE TOPIC OF LEAN THINKING.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.PUBLIC SERVICE VALUE NETWORK - THE OBJECTIVES ARE TO BETTER UNDERSTAND THE PROBLEMS AND NEEDS PUBLIC SERVICE ORGANIZATIONS ARE EXPERIENCING, LEARN HOW PUBLIC SERVICE AGENCIES AND ORGANIZATIONS ARE ATTEMPTING TO IMPROVE, AND EXPLORE THE DEVELOPMENT OF NEW LEAN COMMUNITIES OF PRACTICE WHERE THEY CAN MAKE AN IMPACT. THE INSTITUTE REACHES OUT TO ORGANIZATIONS IN THE PUBLIC SERVICE WORLD TO UNDERSTAND WHAT WORK IS ALREADY BEING DONE AND WHAT EXPERIMENTS PEOPLE ARE RUNNING. THE INSTITUTE IS IN THE PROCESS OF EXPLORING PARTNERSHIPS WITH ORGANIZATIONS ALREADY DOING WORK IN THIS SOCIAL GOOD SPACE.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt02361988
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt057053
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt02269930
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IRS990/PYBenefitsPaidToMembersAmt00
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IRS990/PYGrantsAndSimilarPaidAmt02500
IRS990/PYInvestmentIncomeAmt01359
IRS990/PYOtherExpensesAmt07003883
IRS990/PYOtherRevenueAmt01038228
IRS990/PYProgramServiceRevenueAmt09783097
IRS990/PYRevenuesLessExpensesAmt01013605
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IRS990/PYTotalExpensesAmt09809079
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt010822684
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IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt02546423
IRS990/SavingsAndTempCashInvstGrp/BOYAmt03072635
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02818014
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt01131
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt02019
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt03960
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt020836
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt09764320
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt09783097
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt08149154
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt07683343
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt05164589
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt040544503
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt012367
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt01359
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt01131
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt02019
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt03960
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt020836
IRS990ScheduleA/InvestmentIncomeCYPct00.00050
IRS990ScheduleA/InvestmentIncomePYPct00.00050
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,562,830
Liabilities
$1,406,930
Net assets
$5,155,900
Revenue
$10,529,386
Expenses
$10,410,217
Net income
$119,169
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

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