Civic Intelligence

Process Studies International

990 • Fiscal year 2023 • EIN 88-3398956

Jan 01, 2023 to Dec 31, 2023 • Filed on May 17, 2024

Organization Profilectr4process.org
5678 SE Harlene StMilwaukie, OR 97222

(503) 454-6619

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

79th percentile

26%

Higher net margin than 79% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

Score unavailable

No value available

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

Source year 2023

Revenue Growth

Score unavailable

No value available

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

Source year 2023

Balance Sheet
Liabilities / Assets58th percentile

Assets

$85,830

No earlier filing loaded for comparison.

Net Assets

$85,830

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin79th percentile

Revenue

$327,788

No earlier filing loaded for comparison.

Expenses

$242,010

No earlier filing loaded for comparison.

Net Income

$85,778

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$100K$50K$0Assets 2023: $85,830Liabilities 2023: $0Net Assets 2023: $85,8302023Assets 2024: $68,581Liabilities 2024: $0Net Assets 2024: $68,5812024

Highlighted filing

2023

Assets$85,830
Liabilities$0
Net Assets$85,830
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$400K$300K$200K$100K$0-$100KRevenue 2023: $327,788Expenses 2023: $242,010Net Income 2023: $85,7782023Revenue 2024: $351,152Expenses 2024: $368,401Net Income 2024: -$17,2492024

Highlighted filing

2023

Revenue$327,788
Expenses$242,010
Net Income$85,778
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 17, 2024
Return Version
2023v5.0
Gross Receipts
$327,788
Mission and Program Overview

Mission

We conduct interdisciplinary research and education to cultivate holistic understanding for advancing human and planetary flourishing.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$5$57,521▲ $57,516
Cash and Non-Interest-Bearing Accounts$47$28,309▲ $28,262
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Land, Buildings, and Equipment, Net$0--
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$52$85,830▲ $85,778
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$0$0→ $0
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0--
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$52$85,830▲ $85,778
Net Assets With Donor Restrictions$0$0→ $0
Total Net Assets Fund Balance$52$85,830▲ $85,778
Total Liabilities and Net Assets / Fund Balance$52$85,830▲ $85,778
Compensation and Service Providers
Top Officer Pay78th percentile

Board Members and Trustees

NameTitle
John McDanielChair of the Board of Directors
Daniel DombrowskiVice-Chair of the Board of Directors
William Andrew SchwartzExecutive Director
Catherine KellerMember of the Board of Directors
Gunna JungMember of the Board of Directors
John BuchananMember of the Board of Directors
Mary Elizabeth MooreMember of the Board of Directors
Philip ClaytonMember of the Board of Directors
Sandra LubarskyMember of the Board of Directors
Revenue and Support

Revenue Composition

Contributions and Grants
$306,294
Program Service Revenue
$19,948
Investment Income
$58
Other Revenue
$1,488
All Other Contributions
$306,294
Change in Net Assets
$85,778
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$150,274
Other Expenses$90,736
Total Fundraising Expense$3,603
Grants and Similar Amounts Paid$1,000
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$109,994$14,091$168$124,253
Conferences and Meetings$42,498$0$0$42,498
Payroll Taxes$17,389$5,592$0$22,981
All Other Expenses$16,444$0$0$16,444
Information Technology$0$5,067$3,435$8,502
Travel$8,075$0$0$8,075
Fees for Services Other$6,000$0$0$6,000
Office Expenses$0$5,100$0$5,100
Occupancy$0$2,275$0$2,275
Other Employee Benefits$1,669$0$0$1,669
Pension Plan Contributions$1,159$212$0$1,371
Advertising$1,045$0$0$1,045
Foreign Grants$1,000--$1,000
Insurance$0$797$0$797
Total Functional Expenses$205,273$33,134$3,603$242,010
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

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
No
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
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

“A complete copy of the 2023 990 form was reviewed by Executive Director, the Chair of the Board of Directors, and the Secretary/Treasurer of the Board of Directors before submission.”

Form 990, Part VI, Section B, Line 15

“All employees of the organization receive compensation at a rate in accordance with the company pay scale. The pay scale was created using data from two compensation studies (one from the Center for Nonprofit Management and one from Nonprofit Compensation Associates). The scale includes a compensation rang for every type of position we have, including a description of duties. The pay scale was reviewed and approved by the Board of Directors.”

Form 990, Part VI, Section C, Line 19

“The organization's conflict of interest policy, bylaws, budgets, board reports, and other organizational documents are kept in a Google Drive folder. These are made available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Process Studies International
EIN
88-3398956
Phone
5034546619
Address
5678 SE Harlene St, Milwaukie, OR 97222
Doing Business As
Center for Process Studies

Signing Officer

Name
William Schwartz
Title
Executive Director
Phone
3602700437
Signed
2024-05-17

Organization Details

Principal Officer
William Andrew Schwartz
Formed
2022
Legal Domicile
Or
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
1
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24A - 24D

“We had $16444.49 in publishing expenses. In order to make good ideas and research available to the public, part of our programming includes publishing educational and scholarly resources. In 2023 we did this through the publication of several books and a peer-reviewed journal. $11,444.49 in journal expenses and $5000 was paid to the publishing house to cover costs for publishing longer-than-standard edited books.”

Form 990, Part IX, Line 24E

“Expenses for publishing books and journals.”

Raw XML AppendixShowing 400 of 577 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/PrincipalOfficerNm0William Andrew Schwartz
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IRS990/ProgramServiceRevenueGrp/Desc0Conference Registrations
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IRS990/ProgSrvcAccomActy2Grp/Desc0We partnered with the Center for Christogenesis and Villanova University to organize a 3-day in-person conference called "Whitehead & Teilhard: Convergences, Divergences, and Integrations." This event took place September 21-23, 2023 and featured talks from 15 scholars from 3 countries engaging the intersection of philosophy, religion, and science by comparing the thought of Alfred North Whitehead (1861-1947) and Pierre Teilhard De Chardin (1881-1955). Roughly 150 people attended the event (either in-person or through the live stream). We are also working on an edited book publication out of this event, anticipated for a 2024 or 2025 publication date. Expenses of $24,104.57 covered salary for program staff, marketing, conferences speaker travel and accommodations, and a portion of the cost for video production and facilities.
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IRS990/ProgSrvcAccomActy3Grp/Desc0Our China Project facilitates international, intercultural, and interdisciplinary collaboration to promote ways of understanding and living that can advance social and environmental wellbeing. To this end, in 2023 we engaged in a number of scholarly and educational activities. This included partnering with the new Whitehead Research Center at United International College (UIC) in China to organize an Int'l Symposium on Process Philosophy and Chinese-Style Modernization, which took place Dec. 17 at UIC in Zhuhai. The event included lectures from a dozen scholars, and engaged over 100 attendees (in-person and online). We gave $1000 to UIC as a sponsor of this event. We also partnered with Pu'er University in China on a Green Development Forum, Dec. 20 in Pu'er. It featured talks from a dozen scholars to an auditorium of approx. 150 students. Due to significant media coverage, we estimate the livestream reached around 70,000 viewers. We also organized a series of 10 webinars between June-Dec on topics like eco-education, eco-business, eco-farming, eco-economics, and more; featuring professors from Yale University, Hendrix College, and others. In 2023 we estimate having reached a total of 35 million people through media coverage and recordings from our events. In total, we spent $45,361.48 on China Project activities, which covered the salary of program staff, marketing, and some travel, and included a $1,000 grant to United International College.
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IRS990/ProgSrvcAccomActy3Grp/GrantAmt01000
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt00
IRS990/ProgSrvcAccomActyOtherGrp/Desc0We published two issues of our peer-reviewed academic journal called Process Studies. Together, this included a total of 14 scholarly articles and 5 books reviews, covering a range of topics including: philosophy, physics, psychology, ecology, and more. The journal is published in print and online, and distributed to university libraries and roughly 500 individual subscribers worldwide. Expenses totaled $11,444.49 included payment to University of Illinois Press for printing and distributing the journal, and for managing institutional and individual subscriptions. We also received $9,370 in revenue is from institutional and individual subscribers.
IRS990/ProgSrvcAccomActyOtherGrp/Desc1Our Korea Project works to create a more sustainable and equitable society in Korea and beyond. In 2023 we collaborated with EcoCiv Korea at Hanshin University to organize a series of webinars, including an East-West Dialogue on Ecological Civilization. We also translated a book on ecological civilization into Korean. Korea Project program expenses totaled $22,571.32, which covered salary for program staff.
IRS990/ProgSrvcAccomActyOtherGrp/Desc2As part of our efforts to promote scholarship in process studies, and cultivate a network of scholars and educators, we co-organized the International Whitehead Conference in Munich, Germany. The 3-day conference took place July 26-39, 2023 and brought together Whitehead scholars from more than a dozen countries. In total, we spent $10,093.67 on the event, which included salary for staff as well as travel, lodging, and food expenses for two of the presenters.
IRS990/ProgSrvcAccomActyOtherGrp/Desc3As part of our effort to promote the role of art, beauty, and creativity in society, we hired an independent contractor for $6000 to create a strategic plan for our arts program, including the planning of a Common Good Film Festival.
IRS990/ProgSrvcAccomActyOtherGrp/Desc4As part of our work to better understand the complexities of human experience, we partnered with Dreamshadow Inc for a Holotropic Breathwork and Transpersonal Psychology event in Vermont. Our expenses included $656.57 for participant travel.
IRS990/ProgSrvcAccomActyOtherGrp/Desc5Some of the program work we did in 2023 was for activities that won't be realized until 2024 or later. This includes future conferences, several book publications, a new suite of online courses, several more translations projects, etc. We had $27,432.68 in 2023 expenses for future programming, which covered salary for staff. We also had $10,577.44 in revenue through conference registrations for these future events, including a 2-day conference called Metaphysic and the Matter with Things at the California Institute for Integral Studies in San Francisco.
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Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$85,830
Liabilities
$0
Net assets
$85,830
Revenue
$327,788
Expenses
$242,010
Net income
$85,778
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.69$0.00$0.69$3.51$3.68$0.17
2023Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$3.28$2.42$0.86