Civic Intelligence

Lean Enterprise Institute Inc.

990 • Fiscal year 2017 • EIN 04-3382623

Jul 01, 2016 to Jun 30, 2017 • Filed on Oct 27, 2017

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

57th percentile

0.28x

Higher debt load relative to assets than 57% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

37th percentile

0.14x

Higher debt load relative to revenue than 37% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Net Margin

13th percentile

-14%

Higher net margin than 13% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

83rd percentile

$336,295

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 3.2% of source-year revenue.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Asset Growth

3rd percentile

-21%

Faster asset growth than 3% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

37th percentile

0.7%

Faster revenue growth than 37% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$5,197,540

Down $1,365,290 (-21%) from 2016

Net Assets

Down

$3,720,209

Down $1,435,691 (-28%) from 2016

Liabilities

Up

$1,477,331

Up $70,401 (+5.0%) from 2016

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin13th percentile

Revenue

Up

$10,603,768

Up $74,382 (+0.7%) from 2016

Expenses

Up

$12,039,459

Up $1,629,242 (+16%) from 2016

Net Income

Down

-$1,435,691

Down $1,554,860 (-1305%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth3rd 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

2017

Assets$5,197,540
Liabilities$1,477,331
Net Assets$3,720,209
Open 2017 Filing

Operations Trend

Revenue Growth37th 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

2017

Revenue$10,603,768
Expenses$12,039,459
Net Income-$1,435,691
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Oct 27, 2017
Return Version
2016v3.0
Gross Receipts
$11,970,563
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
Accounts Receivable$2,477,726$2,991,021▲ $513,295
Investments Other Securities$0$715,936▲ $715,936
Savings and Temporary Cash Investments$2,818,014$694,956▼ $2,123,058
Inventories for Sale or Use$423,239$380,776▼ $42,463
Cash and Non-Interest-Bearing Accounts$394,824$120,354▼ $274,470
Land, Buildings, and Equipment, Net$119,134$102,678▼ $16,456
Prepaid Expenses and Deferred Charges$200,498$55,765▼ $144,733
Total Assets$6,562,830$5,197,540▼ $1,365,290
Other Assets Total$129,395$136,054▲ $6,659
Liabilities
Deferred Revenue$861,746$838,860▼ $22,886
Accounts Payable and Accrued Expenses$545,184$638,471▲ $93,287
Total Liabilities$1,406,930$1,477,331▲ $70,401
Net Assets / Fund Balance
Unrestricted Net Assets$5,155,900$3,720,209▼ $1,435,691
Total Net Assets Fund Balance$5,155,900$3,720,209▼ $1,435,691
Total Liabilities and Net Assets / Fund Balance$6,562,830$5,197,540▼ $1,365,290

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$46,221$603,575$649,796
Leasehold Improvements$56,457$157,104$213,561
Other Securities$715,936--
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mark ReichChief Operating OfficerFT$300,202$36,093$336,295
John Y ShookPresidentFT$305,463$24,763$330,226
James WomackDirectorFT$267,812$27,875$295,687
Alice LeeExec. Director of Strategy andFT$267,732$9,173$276,905
JOHN P O'DONNELLTreasurerFT$252,693$18,916$271,609
Karen GaudetDirector of LearningFT$198,330$32,819$231,149
Josh HowellSenior CoachFT$176,296$28,184$204,480
Darlene DumontPublic Service Program DirectorFT$169,976$17,649$187,625
Joshua C RapozaCustomer Strategy OfficerFT$149,329$26,339$175,668
Tabitha DuboisDirector of Finance & AdminFT$138,708$25,191$163,899
Chet MarchwinskiDirector of CommunicationsFT$120,762$25,017$145,779

Board Members and Trustees

NameTitle
Eric BuehrensDirector
Jean CunninghamDirector
John ToussaintDirector
Jose FerroDirector
Lynn KelleyDirector
Matthew LovejoyDirector
Peter WardDirector
Robert MorganDirector

Highest Paid Contractors

ContractorServicesLocationCompensation
Lean Transformation GroupInstructor3588 PLYMOUTH RD 320, Ann Arbor, MI 48105$493,416
Ultimate Lean INCCoach9701 OVERLE DRIVE, Rockville, MD 20850$491,615
Npj Management Consulting LLCCoach11 WYNDHAM LANE, Farmington, CT 06032$483,040
Lean Shift ConsultingCoach12745 S SAGINAW SUITE 806 208, Grand Blanc, MI 48439$331,441
Emc NetworkCoach13264 BLUE SHORE DRIVE, Traverse City, MI 48686$325,142
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$9,703,812
Investment Income
$7,132
Other Revenue
$892,824
Change in Net Assets
$-1,435,691

Audited Revenue Reconciliation

Revenue per Audited Statements
$10,603,768
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$1,366,795
Total Revenue per Audited Statements
$11,970,563
Total Revenue per Form 990
$10,603,768
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$7,975,399
Salaries, Compensation, and Employee Benefits$4,064,060
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$1,929,520$168,556-$2,098,076
Other Salaries and Wages$1,171,611$260,557-$1,432,168
All Other Expenses$796,903$118,212-$915,115
Other Expenses$529,697--$529,697
Occupancy$256,868$85,624-$342,492
Office Expenses$175,925$58,641-$234,566
Payroll Taxes$170,057$27,981-$198,038
Pension Plan Contributions$168,000$27,322-$195,322
Other Employee Benefits$115,529$24,927-$140,456
Depreciation Depletion$84,751$28,250-$113,001
Fees for Services Other$48,728$16,242-$64,970
Travel$45,686$15,228-$60,914
Fees for Services Accounting$24,375$8,125-$32,500
Fees for Services Legal$21,838$7,279-$29,117
Total Functional Expenses$11,192,515$846,944$0$12,039,459

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$13,406,254
Expenses per Audited Statements$12,039,459
Total Expenses per Form 990$12,039,459
Expenses Not Reported on Form 990$1,366,795
Expenses Not Reported on Financial Statements$0
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$134,475
James WomackSenior AdvisorRoyaltiesNo$2,858
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 11B

“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
Eric Buehrens
Title
Chief Executive Officer
Phone
6178712900
Signed
2017-10-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Eric Buehrens
Formed
1997
Legal Domicile
Ma
Voting Board Members
10
Independent Board Members
8
Employees
27
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 1,366,795.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Program costs included in cost of goods sold-lean publications 1,366,795.”

Raw XML AppendixShowing 400 of 758 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0545184
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0638471
IRS990/AccountsReceivableGrp/BOYAmt02477726
IRS990/AccountsReceivableGrp/EOYAmt02991021
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE RESEARCH AND EDUCATION TO CREATE GREATER EFFICIENCY AND PRODUCTIVITY IN MANUFACTURING, SERVICES AND HEALTHCARE.
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt0118212
IRS990/AllOtherExpensesGrp/ProgramServicesAmt0796903
IRS990/AllOtherExpensesGrp/TotalAmt0915115
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd00
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0THE ORGANIZATION
IRS990/BooksInCareOfDetail/PhoneNum06178712900
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0215 FIRST STREET SUITE 300
IRS990/BooksInCareOfDetail/USAddress/CityNm0CAMBRIDGE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd002142
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd01
IRS990/CashNonInterestBearingGrp/BOYAmt0394824
IRS990/CashNonInterestBearingGrp/EOYAmt0120354
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt05
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt0168556
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt01929520
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt02098076
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractorCompensationGrp/CompensationAmt0493416
IRS990/ContractorCompensationGrp/CompensationAmt1491615
IRS990/ContractorCompensationGrp/CompensationAmt2483040
IRS990/ContractorCompensationGrp/CompensationAmt3331441
IRS990/ContractorCompensationGrp/CompensationAmt4325142
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt03588 PLYMOUTH RD 320
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt19701 OVERLE DRIVE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt211 WYNDHAM LANE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt312745 S SAGINAW SUITE 806 208
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt413264 BLUE SHORE DRIVE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0ANN ARBOR
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm1ROCKVILLE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm2FARMINGTON
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm3GRAND BLANC
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm4TRAVERSE CITY
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0MI
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd1MD
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd2CT
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd3MI
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd4MI
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd048105
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd120850
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd206032
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd348439
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd448686
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0LEAN TRANSFORMATION GROUP
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt1ULTIMATE LEAN INC
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt2NPJ MANAGEMENT CONSULTING LLC
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt3LEAN SHIFT CONSULTING
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt4EMC NETWORK
IRS990/ContractorCompensationGrp/ServicesDesc0INSTRUCTOR
IRS990/ContractorCompensationGrp/ServicesDesc1COACH
IRS990/ContractorCompensationGrp/ServicesDesc2COACH
IRS990/ContractorCompensationGrp/ServicesDesc3COACH
IRS990/ContractorCompensationGrp/ServicesDesc4COACH
IRS990/CostOfGoodsSoldAmt01366795
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt07132
IRS990/CYOtherExpensesAmt07975399
IRS990/CYOtherRevenueAmt0892824
IRS990/CYProgramServiceRevenueAmt09703812
IRS990/CYRevenuesLessExpensesAmt0-1435691
IRS990/CYSalariesCompEmpBnftPaidAmt04064060
IRS990/CYTotalExpensesAmt012039459
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt010603768
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt0861746
IRS990/DeferredRevenueGrp/EOYAmt0838860
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt028250
IRS990/DepreciationDepletionGrp/ProgramServicesAmt084751
IRS990/DepreciationDepletionGrp/TotalAmt0113001
IRS990/Desc0LEAN WORKSHOPS - THE INSTITUTE'S WORKSHOPS DELIVER PRACTICAL AND COMPREHENSIVE CONTENT ABOUT THE KEY ELEMENTS OF LEAN KNOWLEDGE AND HOW TO IMPLEMENT THEM.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt027
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt02196951
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt08125
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt024375
IRS990/FeesForServicesAccountingGrp/TotalAmt032500
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt07279
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt021838
IRS990/FeesForServicesLegalGrp/TotalAmt029117
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt016242
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt048728
IRS990/FeesForServicesOtherGrp/TotalAmt064970
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt740.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt90.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1240.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1340.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1440.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1540.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1640.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1740.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1840.00
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd1X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd1X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt027875
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt724763
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1018916
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1136093
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt129173
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1328184
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1417649
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1532819
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1625017
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1726339
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1825191
IRS990/Form990PartVIISectionAGrp/PersonNm0JAMES WOMACK
IRS990/Form990PartVIISectionAGrp/PersonNm1LYNN KELLEY
IRS990/Form990PartVIISectionAGrp/PersonNm2MATTHEW LOVEJOY
IRS990/Form990PartVIISectionAGrp/PersonNm3ERIC BUEHRENS
IRS990/Form990PartVIISectionAGrp/PersonNm4ROBERT MORGAN
IRS990/Form990PartVIISectionAGrp/PersonNm5JOHN TOUSSAINT
IRS990/Form990PartVIISectionAGrp/PersonNm6PETER WARD
IRS990/Form990PartVIISectionAGrp/PersonNm7JOHN Y SHOOK
IRS990/Form990PartVIISectionAGrp/PersonNm8JOSE FERRO
IRS990/Form990PartVIISectionAGrp/PersonNm9JEAN CUNNINGHAM
IRS990/Form990PartVIISectionAGrp/PersonNm10JOHN P O'DONNELL
IRS990/Form990PartVIISectionAGrp/PersonNm11MARK REICH
IRS990/Form990PartVIISectionAGrp/PersonNm12ALICE LEE
IRS990/Form990PartVIISectionAGrp/PersonNm13JOSH HOWELL
IRS990/Form990PartVIISectionAGrp/PersonNm14DARLENE DUMONT
IRS990/Form990PartVIISectionAGrp/PersonNm15KAREN GAUDET
IRS990/Form990PartVIISectionAGrp/PersonNm16CHET MARCHWINSKI
IRS990/Form990PartVIISectionAGrp/PersonNm17JOSHUA C RAPOZA
IRS990/Form990PartVIISectionAGrp/PersonNm18TABITHA DUBOIS
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0267812
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt7305463
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10252693
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt11300202
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt12267732
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt13176296
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt14169976
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt15198330
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt16120762
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt17149329
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt18138708
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
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/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt11CHIEF OPERATING OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt12EXEC. DIR. OF STRATEGY AND
IRS990/Form990PartVIISectionAGrp/TitleTxt13SENIOR COACH
IRS990/Form990PartVIISectionAGrp/TitleTxt14PUBLIC SERVICE PROGRAM DIR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIR. OF LEARNING
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIR. OF COMMUNICATIONS
IRS990/Form990PartVIISectionAGrp/TitleTxt17CUSTOMER STRATEGY OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIR. OF FINANCE & ADMIN
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01997
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt010
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt011970563
IRS990/GrossSalesOfInventoryAmt02259619
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt08
IRS990/IndivRcvdGreaterThan100KCnt011
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InventoriesForSaleOrUseGrp/BOYAmt0423239
IRS990/InventoriesForSaleOrUseGrp/EOYAmt0380776
IRS990/InvestmentIncomeGrp/ExclusionAmt07132
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt07132
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0715936
IRS990/IRPDocumentCnt046
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0760679
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0119134
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0102678
IRS990/LandBldgEquipCostOrOtherBssAmt0863357
IRS990/LegalDomicileStateCd0MA
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROMOTE THE WIDESPREAD ADOPTION OF A SET OF IDEAS KNOWN AS LEAN THINKING.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt05155900
IRS990/NetAssetsOrFundBalancesEOYAmt03720209
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt0892824
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt0892824
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt085624
IRS990/OccupancyGrp/ProgramServicesAmt0256868
IRS990/OccupancyGrp/TotalAmt0342492
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt058641
IRS990/OfficeExpensesGrp/ProgramServicesAmt0175925
IRS990/OfficeExpensesGrp/TotalAmt0234566
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0129395
IRS990/OtherAssetsTotalGrp/EOYAmt0136054
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt024927
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0115529
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0140456
IRS990/OtherExpensesGrp/Desc0PROGRAM COSTS - CO-LEAR
IRS990/OtherExpensesGrp/Desc1PROGRAM COSTS - LEAN WO
IRS990/OtherExpensesGrp/Desc2PROGRAM COSTS - LEAN EV
IRS990/OtherExpensesGrp/Desc3PROGRAM COSTS - PUBLIC
IRS990/OtherExpensesGrp/ProgramServicesAmt03773967
IRS990/OtherExpensesGrp/ProgramServicesAmt11262807
IRS990/OtherExpensesGrp/ProgramServicesAmt2616253
IRS990/OtherExpensesGrp/ProgramServicesAmt3529697
IRS990/OtherExpensesGrp/TotalAmt03773967
IRS990/OtherExpensesGrp/TotalAmt11262807
IRS990/OtherExpensesGrp/TotalAmt2616253
IRS990/OtherExpensesGrp/TotalAmt3529697
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0260557
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01171611
IRS990/OtherSalariesAndWagesGrp/TotalAmt01432168
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt027981
IRS990/PayrollTaxesGrp/ProgramServicesAmt0170057
IRS990/PayrollTaxesGrp/TotalAmt0198038
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt027322
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0168000
IRS990/PensionPlanContributionsGrp/TotalAmt0195322
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0200498
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt055765
IRS990/PrincipalOfficerNm0ERIC BUEHRENS
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/Desc3PUBLIC SERVICE VAL NETWORK
IRS990/ProgramServiceRevenueGrp/Desc4SPEAKING AND ASSESSMENT
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt05465795
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11831304
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt21254849
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt31069674
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt482190
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt05465795
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11831304
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt21254849
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt31069674
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt482190
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/ExpenseAmt0747891
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0892824
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/ExpenseAmt05684817
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt05465795
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/ExpenseAmt02562856
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt02406713
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt057053
IRS990/PYInvestmentIncomeAmt012367
IRS990/PYOtherExpensesAmt07015762
IRS990/PYOtherRevenueAmt0752699
IRS990/PYProgramServiceRevenueAmt09764320
IRS990/PYRevenuesLessExpensesAmt0119169
IRS990/PYSalariesCompEmpBnftPaidAmt03337402
IRS990/PYTotalExpensesAmt010410217
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt010529386
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-1435691
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,197,540
Liabilities
$1,477,331
Net assets
$3,720,209
Revenue
$10,603,768
Expenses
$12,039,459
Net income
-$1,435,691
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. 2017 filings • 501(c)3 • $10M-$25M nonprofits