Civic Intelligence

The Lean Lab Inc Lean Lab Education

990 • Fiscal year 2023 • EIN 47-1489862

Jan 01, 2023 to Dec 31, 2023 • Filed on May 13, 2024

1475 Walnut StreetKansas City, MO 64106

(913) 636-5918

Siviq Scores

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

Liabilities / Assets

46th percentile

0.05x

Higher debt load relative to assets than 46% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

32nd percentile

0.02x

Higher debt load relative to revenue than 32% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

34th percentile

-2.6%

Higher net margin than 34% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

87th percentile

$176,760

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 11.8% of source-year revenue.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

29th percentile

-2.0%

Faster asset growth than 29% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

92nd percentile

108%

Faster revenue growth than 92% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Assets

Down

$634,172

Down $13,271 (-2.0%) from 2022

Net Assets

Down

$604,473

Down $39,573 (-6.1%) from 2022

Liabilities

Up

$29,699

Up $26,302 (+774%) from 2022

Revenue

Up

$1,495,587

Up $777,568 (+108%) from 2022

Expenses

Up

$1,535,157

Up $41,568 (+2.8%) from 2022

Net Income

Up

-$39,570

Up $736,000 (+95%) from 2022

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2015: $72,815Net Assets 2015: $72,8152015Assets 2016: $147,185Liabilities 2016: $0Net Assets 2016: $147,1852016Assets 2017: $200,763Liabilities 2017: $0Net Assets 2017: $200,7632017Assets 2018: $323,187Liabilities 2018: $1,902Net Assets 2018: $321,2852018Assets 2019: $832,174Liabilities 2019: $18,373Net Assets 2019: $813,8012019Assets 2020: $1,431,648Liabilities 2020: $27,499Net Assets 2020: $1,404,1492020Assets 2021: $1,436,888Liabilities 2021: $17,272Net Assets 2021: $1,419,6162021Assets 2022: $647,443Liabilities 2022: $3,397Net Assets 2022: $644,0462022Assets 2023: $634,172Liabilities 2023: $29,699Net Assets 2023: $604,4732023Assets 2024: $445,873Liabilities 2024: $59,555Net Assets 2024: $386,3182024Assets 2025: $1,116,262Liabilities 2025: $793,019Net Assets 2025: $323,2432025

Highlighted filing

2023

Assets$634,172
Liabilities$29,699
Net Assets$604,473

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2015: $111,101Expenses 2015: $47,785Net Income 2015: $63,3162015Revenue 2016: $360,394Expenses 2016: $286,024Net Income 2016: $74,3702016Revenue 2017: $466,826Expenses 2017: $413,248Net Income 2017: $53,5782017Revenue 2018: $649,242Expenses 2018: $528,720Net Income 2018: $120,5222018Revenue 2019: $1,126,002Expenses 2019: $633,486Net Income 2019: $492,5162019Revenue 2020: $1,596,761Expenses 2020: $1,064,213Net Income 2020: $532,5482020Revenue 2021: $1,167,205Expenses 2021: $1,255,953Net Income 2021: -$88,7482021Revenue 2022: $718,019Expenses 2022: $1,493,589Net Income 2022: -$775,5702022Revenue 2023: $1,495,587Expenses 2023: $1,535,157Net Income 2023: -$39,5702023Revenue 2024: $895,665Expenses 2024: $1,113,820Net Income 2024: -$218,1552024Revenue 2025: $2,415,969Expenses 2025: $2,479,044Net Income 2025: -$63,0752025

Highlighted filing

2023

Revenue$1,495,587
Expenses$1,535,157
Net Income-$39,570
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 13, 2024
Return Version
2023v5.0
Gross Receipts
$1,495,587
Mission and Program Overview

Mission

We are a nonprofit organization that specializes in codesign research between education technology companies and schools. We match parents, learners and educators with edtech developers to inform, develop, and evaluate the next generation of classroom tools. We study how edtech tools work in real classroom environments and connect promising edtech solutions with resources to accelerate their impact.

The Lean Lab is a Kansas City-based community that launches transformational education innovations that have national impact. The Lean Lab catalyzes, supports, and develops education innovators who build transformational education solutions in the form of technologies, services, and new school models.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$626,014$579,437▼ $46,577
Accounts Receivable$20,500$53,875▲ $33,375
Prepaid Expenses and Deferred Charges$134$65▼ $69
Total Assets$647,443$634,172▼ $13,271
Other Assets Total$795$795→ $0
Liabilities
Other Liabilities$65$18,802▲ $18,737
Accounts Payable and Accrued Expenses$3,332$10,897▲ $7,565
Total Liabilities$3,397$29,699▲ $26,302
Net Assets / Fund Balance
Net Assets With Donor Restrictions$181,563$318,965▲ $137,402
Net Assets Without Donor Restrictions$462,483$285,508▼ $176,975
Total Net Assets Fund Balance$644,046$604,473▼ $39,573
Total Liabilities and Net Assets / Fund Balance$647,443$634,172▼ $13,271
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Catherine BoodyExecutive DirectorFT$163,092$13,668$176,760

Board Members and Trustees

NameTitle
Terry WardPresident
Brandi SpatesDirector
Bror SaxbergDirector
Daniel ClemensDirector
Kirsten BrownDirector
Malvika BhagwatDirector
Sean TalamasDirector
Edith GummerSecretary
Roberto QuintanillaTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$751,957
Program Service Revenue
$742,644
Investment Income
$986
Other Revenue
$0
All Other Contributions
$751,957
Change in Net Assets
$-39,570
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,134,548
Other Expenses$400,609
Total Fundraising Expense$72,859
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$662,380$257,917$43,032$963,329
Other Employee Benefits$58,760$26,131$3,417$88,308
Payroll Taxes$51,942$27,786$3,183$82,911
Conferences and Meetings$30,159-$18,778$48,937
Fees for Services Accounting-$45,315-$45,315
Fees for Services Other$35,494$2,671$4,449$42,614
Travel-$31,574-$31,574
Fees for Services Management-$15,166-$15,166
Other Expenses$5,893$12,970-$12,970
Occupancy-$12,310-$12,310
Fees for Services Legal-$7,545-$7,545
All Other Expenses$5,407$1,254-$6,661
Office Expenses-$4,050-$4,050
Insurance-$3,211-$3,211
Information Technology-$2,700-$2,700
Advertising$2,175--$2,175
Total Functional Expenses$970,906$491,392$72,859$1,535,157
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Credit Card Payable$18,559
Payroll Clearing$243
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
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

Copy of Form 990 is provided to the board prior to filing with the Internal Revenue Service for any questions or comments.

Form 990, Part VI, Section B, line 12C

Board monitors compliance with conflict of interest policy.

Form 990, Part VI, Section B, line 15A

A compensation study of local organizations and adopted a compensationphilosophy that pays at the 50th percentile.

Form 990, Part VI, Section C, line 19

Public governing documents available upon written request.

Filing and Contact Details

Filer

Filer Name
The Lean Lab Inc
EIN
47-1489862
Phone
9136365918
Address
1475 Walnut Street, Kansas City, MO 64106
Doing Business As
Lean Lab Education

Signing Officer

Name
Catherin Boody
Title
Executive Director
Phone
9136365918
Signed
2024-05-13

Organization Details

Principal Officer
Catherin Boody
Formed
2014
Legal Domicile
Mo
Voting Board Members
0
Independent Board Members
0
Employees
13
Volunteers
0

Preparer

Firm
e2E LLC
Address
519 SW Boulevard, Kansas City, MO 64108
Preparer
Nancy McCullough
Supplemental Narrative

Additional Explanations

Form 990, Part XI, line 9:

Rounding adjustment -3.

Raw XML AppendixShowing 400 of 464 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/PYProgramServiceRevenueAmt0126953
IRS990/PYRevenuesLessExpensesAmt0-775570
IRS990/PYSalariesCompEmpBnftPaidAmt01011887
IRS990/PYTotalExpensesAmt01493589
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0718019
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-39570
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0751957
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0590635
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01043287
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01553262
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01097672
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt05036813
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0986
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0431
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0469
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0153
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt028
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt02067
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0742644
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0126953
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0123449
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt043346
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt028302
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt01064694
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0986
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0431
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0469
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0153
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt028
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt02067
IRS990ScheduleA/InvestmentIncomeCYPct00.00030
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99970
IRS990ScheduleA/PublicSupportTotal509Amt06101507
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt01494601
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0717588
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt01166736
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt01596608
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt01125974
IRS990ScheduleA/Total509Grp/TotalAmt06101507
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt01495587
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0718019
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt01167205
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt01596761
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt01126002
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt06103574
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt018559
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1243
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Credit Card Payable
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Payroll Clearing
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalLiabilityAmt018802
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0163092
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt013668
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0Catherine Boody
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0Executive Director
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0176760
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Copy of Form 990 is provided to the board prior to filing with the Internal Revenue Service for any questions or comments.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Board monitors compliance with conflict of interest policy.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2A compensation study of local organizations and adopted a compensationphilosophy that pays at the 50th percentile.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Public governing documents available upon written request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Rounding adjustment -3.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part XI, line 9:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0MO
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0647443
IRS990/TotalAssetsEOYAmt0634172
IRS990/TotalAssetsGrp/BOYAmt0647443
IRS990/TotalAssetsGrp/EOYAmt0634172
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalContributionsAmt0751957
IRS990/TotalEmployeeCnt013
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt072859
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0491392
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0970906
IRS990/TotalFunctionalExpensesGrp/TotalAmt01535157
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt03397

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