2025-06-09T13:55:30-05:00 2024-08-31 873707167 CBIZ ADVISORS LLC 685 THIRD AVENUE NEW YORK NY 10017 990 2023-09-01 131992402 CATALYST INC CATA 2125147600 120 WALL STREET 1606 NEW YORK NY 10005 JENNIFER MCCOLLUM PRESIDENT & CEO 2125147600 2025-06-05 1 1 MAGDALENA CZERNIAWSKI P00535099 2125038800 2025-06-05 2023 2025-03-06 01:10:19Z X JENNIFER MCCOLLUM 120 WALL STREET 1606 NEW YORK NY 10005 30593299 0 X WWW.CATALYST.ORG X 1962 OH CATALYST IS THE LEADING NONPROFIT ORGANIZATION WITH A MISSION TO ACCELERATE PROGRESS FOR WOMEN THROUGH WORKPLACE INCLUSION. 37 36 145 36 0 0 14334127 12641769 5268708 4219929 487059 938966 25953 -34087 20115847 17766577 0 0 0 0 18375809 15604877 0 0 3005498 8526171 8393706 26901980 23998583 -6786133 -6232006 50063121 46143807 15628372 15177446 34434749 30966361 X ACCELERATE PROGRESS FOR WOMEN THROUGH WORKPLACE INCLUSION. 0 0 4010271 THE GLOBAL MARKETING AND COMMUNICATIONS ("GMC"):THE GMC TEAM SHAPES, ENHANCES, AND ELEVATES THE CATALYST BRAND, MISSION, AND VALUES TO SUPPORTERS AND THE GENERAL PUBLIC THROUGH THE CREATION AND PROMOTION OF CATALYST PRODUCTS, EVENTS, AND SERVICES. GMC IS RESPONSIBLE FOR CREATING, LAUNCHING, AND PROMOTING CATALYST CONTENT; MANAGING SOCIAL MEDIA; DEVELOPING POLICY MESSAGING; PRODUCING PUBLIC CAMPAIGNS; PLANNING AND EXECUTING IN-PERSON AND VIRTUAL EVENTS; AND EXPANDING THE CATALYST DIGITAL FOOTPRINT. 3690965 NATIONAL EDUCATION:NATIONAL EDUCATION FOSTERS AWARENESS AND INFORMS DECISION MAKERS OF THE CHANGING ROLE AND NEEDS OF WOMEN IN THE WORKPLACE BY PROMOTING CATALYST'S MISSION OF ADVANCING WOMEN IN BUSINESS AND THE PROFESSIONS, CATALYST'S RESEARCH, AND SERVICES. NATIONAL EDUCATION ALSO INCLUDES THE EXECUTION OF STRATEGIC PLANS TO EXPAND THE REACH OF CATALYST'S MISSION IN THE NORTH AMERICAN, EUROPEAN AND ASIAN BUSINESS COMMUNITIES. 3627169 RESEARCH:THE RESEARCH TEAM CONDUCTS APPLIED RESEARCH TO PROMOTE INCLUSION IN WORKPLACES AROUND THE WORLD. THIS RESEARCH CULMINATES IN PUBLISHED STUDIES THAT INCLUDE FINDINGS FROM INTERVIEWS, FOCUS GROUPS AND SURVEYS, AS WELL AS COMPANY BEST PRACTICES AND RECOMMENDATIONS FOR COMPANIES AND FIRMS CREATING EQUITABLE AND INCLUSIVE WORKPLACES FOR WOMEN AND MEN. CATALYST CONDUCTS RESEARCH GLOBALLY AND HAS PRODUCED REPORTS SPECIFIC TO THE UNITED STATES, CANADA, EUROPE, AND AUSTRALIA. 4424533 4219929 ALL OTHER PROGRAMS:EVENTS, STRATEGIC SOLUTIONS, AND INFORMATION CENTER SERVICES. 4424533 4219929 15752938 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 1 58 0 1 145 1 0 1 CA SZ AS 0 0 0 1 1 0 0 0 0 0 0 X 37 36 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 NY NJ CA AL AZ AK CO CT DC FL GA IL KY MD MA MI MN NC OR RI PA VA TN OH WA WI UT X STACEY BAIN COO 2125147600 120 WALL STREET STE 1606 NEW YORK NY 10005 ALBERT BOURLA DIRECTOR (OUTGOING) 1.00 X 0 0 0 BALKRISHAN KAIRA DIRECTOR 1.00 X 0 0 0 BILLY GIFFORD DIRECTOR (OUTGOING) 1.00 X 0 0 0 BRIAN CORNELL DIRECTOR 1.00 X 0 0 0 BRIAN MOYNIHAN DIRECTOR 1.00 X 0 0 0 CATHY ENGELBERT DIRECTOR 1.00 X 0 0 0 DARA KHOSROWSHAHI DIRECTOR 1.00 X 0 0 0 DARRYL WHITE DIRECTOR 1.00 X 0 0 0 ELLIOTT PORTNOY DIRECTOR 1.00 X 0 0 0 ENRIQUE HERNANDEZ JR DIRECTOR (OUTGOING) 1.00 X 0 0 0 FEIKE SIJBESMA DIRECTOR 1.00 X 0 0 0 GERALD LEMA DIRECTOR 1.00 X 0 0 0 HAMDI ULUKAYA DIRECTOR (OUTGOING) 1.00 X 0 0 0 ILHAM KADRI DIRECTOR 1.00 X 0 0 0 JAMES D TAICLET DIRECTOR (OUTGOING) 1.00 X 0 0 0 JAMES QUINCEY DIRECTOR 1.00 X 0 0 0 JAMIE DIMON DIRECTOR 1.00 X 0 0 0 JANET FOUTTY DIRECTOR (OUTGOING) 1.00 X 0 0 0 JENNIFER MCCOLLUM PRESIDENT 1.00 X X 0 0 0 JENNY JOHNSON TREASURER 1.00 X X 0 0 0 JIM FITTERLING DIRECTOR 1.00 X 0 0 0 JOHN Q DOYLE DIRECTOR 1.00 X 0 0 0 JON R MOELLER DIRECTOR 1.00 X 0 0 0 JOSH WEINSTEIN DIRECTOR (OUTGOING) 1.00 X 0 0 0 JULIE BOLAND DIRECTOR 1.00 X 0 0 0 JULIE SWEET DIRECTOR 1.00 X 0 0 0 KATHY WARDEN CHAIR 1.00 X X 0 0 0 KIRT WALKER DIRECTOR 1.00 X 0 0 0 KRISTIN PECK DIRECTOR 1.00 X 0 0 0 LINDA L ADDISON DIRECTOR (OUTGOING) 1.00 X 0 0 0 LORRAINE HARITON PRESIDENT & CEO (OUTGOING) 35.00 X X 558775 0 66740 LYNN MARTIN DIRECTOR 1.00 X 0 0 0 MARGO GEORGIADIS DIRECTOR (OUTGOING) 1.00 X 0 0 0 MARY B CRANSTON ESQ DIRECTOR (OUTGOING) 1.00 X 0 0 0 MARY BETH HOGAN ESQ SECRETARY 1.00 X X 0 0 0 MICHAEL D HSU DIRECTOR 1.00 X 0 0 0 MICHAEL K WIRTH DIRECTOR 1.00 X 0 0 0 MICHAEL S DELL DIRECTOR 1.00 X 0 0 0 PAUL HUDSON DIRECTOR 1.00 X 0 0 0 PAUL KNOPP DIRECTOR 1.00 X 0 0 0 PENNY PENNINGTON DIRECTOR 1.00 X 0 0 0 REVATHI ADVAITHI DIRECTOR 1.00 X 0 0 0 ROB DAVIS DIRECTOR 1.00 X 0 0 0 SARA ARMBRUSTER DIRECTOR 1.00 X 0 0 0 SHELLYE ARCHAMBEAU DIRECTOR 1.00 X 0 0 0 SOPHIE BELLON DIRECTOR 1.00 X 0 0 0 STACY JANIAK DIRECTOR 1.00 X 0 0 0 TIGER TYAGARAJAN DIRECTOR (OUTGOING) 1.00 X 0 0 0 TONI TOWNES-WHITNEY DIRECTOR 1.00 X 0 0 0 EMILY ZUCKERMAN GENERAL COUNSEL, CCO 35.00 X 214885 0 23160 HEATHER FOUST CUMMINGS CHIEF RESEARCH & DEVELOPMENT OFFICER 35.00 X 255867 0 27077 JULIE WIEDENHEFT SVP, GLOBAL MARKETING 35.00 X 211131 0 61297 LEELA WILSON CHIEF REVENUE OFFICER 35.00 X 284140 0 76201 STACEY BAIN CHIEF OPERATING OFFICER 35.00 X 341672 0 95752 ELISA I LEARY SVP, PEOPLE & CULTURE 35.00 X 235018 0 21878 JAMES MBASSA VP, INFORMATION TECHNOLOGY 35.00 X 201881 0 49196 MEGAN ELLINGHAUS DEPUTY GENERAL COUNSEL 35.00 X 176148 0 17215 NICOLE JACKSON HEAD OF DIGITAL TRANSFORMATION 35.00 X 217689 0 45961 NICOLE M MASON VICE PRESIDENT, MARKETING 35.00 X 184177 0 20878 2881383 0 505355 52 0 1 0 ALCHEMER LLC 168 CENTENNIAL PARKWAY UNIT 250 LOUISVILLE CO 80027 SURVEYS AND DATA COLLECTION SERVICES 208619 MEI CAUK PUBLICATION 204 BRENTWOOD DRIVE BATTLE CREEK MI 49015 WORKSHOPS FACILITATION 148650 SWPR LLC 260 18TH STREET APT 1 BROOKLYN NY 11215 COMMUNICATION SERVICES 140004 MMG EARTH LLC 1507 EAST 53RD STREET 276 CHICAGO IL 60615 WEBSITE DEVELOPMENT 110000 SILLY MONKEY STUDIOS LLC (KANOPI STUDIO 1000 N WEST ST SUITE 1200 WILMINGTON DE 19801 WEBSITE DEVELOPMENT 108274 5 2008851 10632918 12641769 MARC LEADERS COHORT/WORKSHOPS 900099 1805800 1805800 CONFERENCE REVENUE 900099 1389073 1389073 LEI WORKSHOPS AND SITE LICENSE 900099 663181 663181 ADVISORY SERVICES 900099 295250 295250 OTHER 900099 66625 66625 4219929 936362 936362 12499296 12496692 2604 2604 2604 296000 2008851 330030 -34030 -34030 FOREIGN GAIN/LOSS 900099 -57 -57 -57 17766577 4219929 0 904879 X 2329741 1850003 479738 10034632 5704038 2599100 1731494 633801 366579 155978 111244 1566203 916699 401314 248190 1040500 631351 259770 149379 167469 167469 3745480 3160771 548184 36525 407201 389570 13696 3935 42474 24905 9157 8412 802603 468343 157826 176434 288234 168207 47227 72800 33071 19299 5419 8353 253041 150713 47870 54458 129623 76007 27945 25671 REPAIRS AND MAINTENANCE 1548798 1102874 256754 189170 EVENT EXPENSE 456737 456737 SUBSCRIPTIONS & MEMBERS 153229 118278 8078 26873 BAD DEBT 112381 112381 253365 148564 54622 50179 23998583 15752938 5240147 3005498 1682226 722527 6742526 3773357 8683767 5004133 712396 426810 684729 829041 5034523 2982702 539356 2051821 24035972 26730565 6982149 6605553 50063121 46143807 2303678 1937435 369505 946211 12955189 12293800 15628372 15177446 X 20390108 19906408 14044641 11059953 34434749 30966361 50063121 46143807 -6232006 2763618 0 X X 0 1 X 1 0 X 23006461 13090396 16944443 14334127 12641769 80017196 23006461 13090396 16944443 14334127 12641769 80017196 4186791 75830405 433768 363249 472551 707701 936362 2913631 260000 330000 296000 886000 83816827 22368199 0.90470 0.86970 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: FUNDRAISING INCOME - 2021 AMOUNT: $ 260,000. 2022 AMOUNT: $ 330,000. 2023 AMOUNT: $ 296,000. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 11005798 3385825 14391623 9477864 1527934 11005798 12717794 -3239930 9477864 13023302 694492 1000000 12717794 11581304 1441998 13023302 1.00000 1 0 3248583 1312228 1936355 1404241 1288775 115466 381699 381699 0 2051821 OTHER ASSETS 2647 DUE FROM AFFILIATES 4873578 RESTRICTED DEPOSIT 112086 RIGHT-OF-USE ASSET - OPERATING LEASE 1617242 6605553 DUE TO AFFILIATES 10223001 LEASE LIABILITY 2070799 12293800 X 26872783 2763618 1802663 4707338 9273619 17599164 167469 -57 167412 17766576 29464870 1802663 3831093 5633756 23831114 167469 167469 23998583 PART V, LINE 4: DURING 1992, THE "FELICE N. SCHWARTZ RESERVE FUND FOR THE ADVANCEMENT OF WOMEN IN BUSINESS AND THE PROFESSIONS" WAS CREATED. THE PRINCIPAL AMOUNT OF THE FUND MAY BE BORROWED ON A SHORT-TERM BASIS BY CATALYST TO COMPLETE RESEARCH PROJECTS, WHICH ARE OF STRATEGIC IMPORTANCE BUT LACK COMPLETE FUNDING, AND TO MEET TEMPORARY CASH FLOW NEEDS. THE INCOME EARNED FROM INVESTED PRINCIPAL WILL BE USED TO GROW THE FUND IN LINE WITH INFLATION AND TO COMPLETE THE FINANCING OF RESEARCH PROJECTS FOR WHICH THE MAJORITY OF FUNDS HAVE BEEN RAISED. BORROWINGS FROM THE PRINCIPAL AND INTEREST OF THIS FUND MUST BE REPAID. THERE WERE NO BORROWINGS FROM THE FUND FOR THE YEARS ENDED AUGUST 31, 2024 AND 2023. IN DECEMBER 2010, THE MAJOR GIFTS CAMPAIGN TO FUND THE LONGITUDINAL RESEARCH INITIATIVE: CHANGE LEADERSHIP RESEARCH CENTER, CAREER PATHWAYS RESEARCH CENTER, CORPORATE PRACTICES RESEARCH CENTER AND CORPORATE GOVERNANCE RESEARCH CENTER WAS ESTABLISHED. THE PRINCIPAL AMOUNT OF THE FUND WILL REMAIN INTACT. ONCE ALL THE PAYMENTS ARE RECEIVED, THE INTEREST ON THE FUND WILL SUPPORT THE ACTIVITIES OF THE FOUR RESEARCH CENTERS. EXPENDITURES WILL INCLUDE SALARIES FOR THE RESEARCH CENTER LEADERS, ENDOWED FELLOWS AND SCHOLARS; ENDOWED LONGITUDINAL DATA SETS AND; THOUGHT LEADERS CONVENING EVENTS. THERE WAS NO SPENDING FOR THE YEARS ENDED AUGUST 31, 2024 AND 2023. PART X, LINE 2: CATALYST INC. BELIEVES THAT IT HAS NO UNCERTAIN TAX POSITIONS AS OF AUGUST 31, 2024 AND 2023 IN ACCORDANCE WITH FASB ASC TOPIC 740, INCOME TAXES, WHICH PROVIDES STANDARDS FOR ESTABLISHING AND CLASSIFYING ANY TAX PROVISIONS FOR UNCERTAIN TAX POSITIONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: RELATED ENTITIES' REVENUES 4,707,338. PART XI, LINE 4B - OTHER ADJUSTMENTS: FOREIGN LOSS NETTED WITH EXPENSES -57. PART XII, LINE 2D - OTHER ADJUSTMENTS: RELATED ENTITIES' EXPENSES 3,831,036. FOREING LOSS REPORTED IN THE STATEMENT OF REVENUE 57. CATALYST AWARDS 2304851 2008851 296000 330030 2304851 2008851 296000 330030 330030 -34030 X X 1 0 0 0 0 0 0 1 0 LORRAINE HARITON PRESIDENT & CEO (OUTGOING) 347621 0 105000 0 106154 0 33000 0 33740 0 625515 0 0 0 STACEY BAIN CHIEF OPERATING OFFICER 310022 0 31650 0 0 0 27466 0 68286 0 437424 0 0 0 LEELA WILSON CHIEF REVENUE OFFICER 261909 0 22231 0 0 0 26996 0 49205 0 360341 0 0 0 HEATHER FOUST CUMMINGS CHIEF RESEARCH & DEVELOPMENT OFFICER 237227 0 18640 0 0 0 24027 0 3050 0 282944 0 0 0 JULIE WIEDENHEFT SVP, GLOBAL MARKETING 201131 0 10000 0 0 0 16532 0 44765 0 272428 0 0 0 NICOLE JACKSON HEAD OF DIGITAL TRANSFORMATION 201837 0 15852 0 0 0 4011 0 41950 0 263650 0 0 0 ELISA I LEARY SVP, PEOPLE & CULTURE 218218 0 16800 0 0 0 21827 0 51 0 256896 0 0 0 JAMES MBASSA VP, INFORMATION TECHNOLOGY 194081 0 7800 0 0 0 19573 0 29623 0 251077 0 0 0 EMILY ZUCKERMAN GENERAL COUNSEL, CCO 199385 0 15500 0 0 0 20231 0 2929 0 238045 0 0 0 NICOLE M MASON VICE PRESIDENT, MARKETING 122515 0 10000 0 51662 0 11575 0 9303 0 205055 0 0 0 MEGAN ELLINGHAUS DEPUTY GENERAL COUNSEL 172158 0 3990 0 0 0 17215 0 0 0 193363 0 0 0 PART I, LINE 4A LORRAINE J. HARITON AND NICOLE MASON RECEIVED SEVERANCE PAYMENTS FOR $106,154 AND $51,662 RESPECTIVELY AND ARE REPORTED IN COLUMN B(III). PART I, LINE 7 THE BONUSES LISTED ON PART II, COLUMN B(II) ARE BASED ON PERFORMANCE AND MANAGING BUDGET EXPECTATIONS. THE BONUS FOR THE PRESIDENT/CEO IS APPROVED BY THE BOARD CHAIR. THE REST ARE APPROVED BY THE BOARD OF DIRECTORS AS PART OF THE ANNUAL BUDGET. PART II, COLUMN B (III): THE OTHER REPORTABLE COMPENSATION FOR CERTAIN INDIVIDUALS INCLUDES SEVERANCE, VACATION, AND NYS CORRECTION PAYOUT. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTANT AND REVIEWED IN DETAIL BY THE AUDIT COMMITTEE AND IS MADE AVAILABLE FOR SEVEN DAYS TO THE FULL BOARD FOR REVIEW AND COMMENTS. AFTER SUCH TIME IT IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCES WITH THE CONFLICT OF INTEREST POLICY BY REQUIRING MEMBERS OF THE BOARD OF DIRECTORS TO NOTIFY THE ORGANIZATION IMMEDIATELY OF ANY CHANGES. BOARD MEMBERS ARE REQUIRED TO FILE A CONFLICT OF INTEREST QUESTIONNAIRE ANNUALLY. THE AUDIT AND RISK COMMITTEE REVIEWS THE COI DISCLOSURES ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION B, LINE 15A THE PERFORMANCE OF THE CEO IS DISCUSSED AND REVIEWED BY THE CHAIR OF THE BOARD. THE FULL BOARD THEN DISCUSSES AND APPROVES THE SALARY OF THE CEO, COMPARABILITY DATA IS NOTED. THE APPROVED SALARY IS DOCUMENTED IN THE MINUTES AND A LETTER IS SENT BY THE CHAIR TO THE CFO AUTHORIZING PAYMENT OF THE SALARY. THE CEO REVIEWS THE PERFORMANCE OF THE OTHER OFFICERS AND RECOMMENDS THEIR SALARY TO THE FULL BOARD WHO THEN APPROVES. COMPARABILITY DATA IS NOTED. THE BOARD CHAIR INCLUDES THIS INFORMATION IN THE LETTER TO THE COO AS WELL. FORM 990, PART VI, SECTION C, LINE 19 THE FINANCIAL STATEMENTS ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE WWW.CATALYST.ORG. GOVERNING DOCUMENTS AND THE CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 3,160,771. MANAGEMENT AND GENERAL EXPENSES 548,184. FUNDRAISING EXPENSES 36,525. TOTAL EXPENSES 3,745,480. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. CATALYST CANADA INC 2300 YONGE STREET SUITE 1600 TORONTO ONTARIO CA M4P 1E4 885700815 RESEARCH AND ADVISORY CA 501(C)(3) 7 CATALYST INC 1 CATALYST AUSTRALIA WOMEN RESEARCH AND CONSULTING LTD LEVEL 35 600 BOURKE STREET MELBOURNE VICTORIA AS 3000 RESEARCH AND ADVISORY AS 501(C)(3) 7 CATALYST INC 1 CATALYST EUROPE AG CO KPMG FIDES SEMPACHERSTRASSE 15 8032 ZURICH SZ RESEARCH AND ADVISORY SZ CATALYST INC C 2108821 5194577 1.00000 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 CATALYST EUROPE AG E 841618 FMV CATALYST EUROPE AG O 69540 FMV CATALYST CANADA INC E 4578039 FMV CATALYST CANADA INC O 71390 FMV CATALYST AUSTRALIA WOMEN RESEARCH AND CONSULTING LTD D 70235 FMV