2022-12-20T15:29:44-06:00 2020-12-31 131655065 LUTZ AND CARR CPAS LLP 551 FIFTH AVENUE SUITE 400 NEW YORK NY 10176 990 2020-01-01 133730312 COQUAL INC CENT 2123152333 75 ROCKEFELLER PLAZA NO 22 FL NEW YORK NY 10019 MARK STEPHANZ TREASURER 2123152333 2021-12-15 1 MARK STEPHANZ XXX-XX-XXXX JENNIFER COATES P02247728 2126972299 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z X X LANAYA IRVIN 75 ROCKEFELLER PLAZA NO 22 FL NEW YORK NY 10019 4031304 0 X WWW.COQUAL.ORG X 1993 DE THROUGH INSIGHTFUL RESEARCH AND POWERFUL CONVENINGS, WE INSPIRE AND EQUIP LEADERS TO DESIGN DIVERSE, INCLUSIVE, AND EQUITABLE WORKPLACES WHERE EVERY PERSON BELONGS. 10 8 25 8 151475 75129 2975349 3261870 1240442 417275 1182 3706 136113 348453 4353086 4031304 0 0 0 0 2539672 2368796 0 0 239151 1496926 1270796 4036598 3639592 316488 391712 2407084 2902936 247345 351588 2159739 2551348 X THROUGH INSIGHTFUL RESEARCH AND POWERFUL CONVENINGS, WE INSPIRE AND EQUIP LEADERS TO DESIGN DIVERSE, INCLUSIVE, AND EQUITABLE WORKPLACES WHERE EVERY PERSON BELONGS. 0 0 2520850 432441 THE FLAGSHIP PROJECT OF COQUAL INC IS THE TASK FORCE FOR TALENT INNOVATION. THE MISSION OF THE TASK FORCE IS TO RESPOND TO THE CHALLENGES POSED BY THE RESEARCH AND CREATE ACTION AND IMPACT. TO DATE, THE TASK FORCE HAS SPEARHEADED MORE THAN 200-PLUS NEW BEST PRACTICES THAT GO BEYOND ACCESS AND OPPORTUNITY TO RETENTION AND ACCELERATION. THIS ACTION ON THE GROUND HAS GARNERED SIGNIFICANT ATTENTION, POSITIONING TASK FORCE MEMBERS AS "THOUGHT LEADERS" IN GLOBAL TALENT MANAGEMENT. THE TASK FORCE IS COMPRISED OF MORE THAN 80 GLOBAL CORPORATIONS AND ORGANIZATIONS REPRESENTING NEARLY 6 MILLION EMPLOYEES IN 192 COUNTRIES. COQUAL INC ALSO IMPLEMENTS RESEARCH FOR MEMBERS. RESEARCH IMPLEMENTATION INCLUDES TAKING FINDINGS FROM OUR CUTTING EDGE RESEARCH AND FINDING WAYS TO INCREASE DIVERSITY AND INCLUSION IN WORK PLACES. 2520850 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 50 0 1 25 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 10 8 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X TOAN HANG 2123152333 142 W 57TH STREET NEW YORK NY 10019 PATRICIA FILI-KRUSHEL CHAIRMAN & FORMER CEO 40.00 X X 136564 0 4055 LANAYA IRVIN CEO (AS OF FEB. 2021) 40.00 X X 247444 0 1333 CAROLYN BUCK LUCE BOARD MEMBER 1.00 X 0 0 0 ELIZA BYARD BOARD MEMBER 1.00 X 0 0 0 JOSE CISNEROS BOARD MEMBER 1.00 X 0 0 0 KENT A GARDINER BOARD MEMBER 1.00 X 0 0 0 KERRIE PERAINO BOARD MEMBER 1.00 X 0 0 0 DAVID G RICHARDSON BOARD MEMBER 1.00 X 0 0 0 MARK E STEPHANZ BOARD MEMBER 1.00 X 0 0 0 MELINDA B WOLFE BOARD MEMBER 1.00 X 0 0 0 JASON ZAHORCHAK SVP/TREASURER 40.00 X 201142 0 11027 MARGARET SHILLER SECRETARY/CHIEF OF STAFF 40.00 X 169307 0 16507 JULIA TAYLOR KENNEDY EXECUTIVE VICE PRESIDENT 40.00 X 237151 0 12543 POOJA JAIN-LINK EXECUTIVE VICE PRESIDENT 40.00 X 210465 0 31929 SANDRA RICE SVP, OUTREACH AND STRATEGIC PARTNERSHIPS 40.00 X 154319 0 20094 LAURA SCHENONE VP, DIRECTOR OF COMMUNICATIONS 40.00 X 130527 0 26559 JUNYOON YU VP, ADVISORY 40.00 X 139629 0 12128 COLIN ELLIOTT VP, ADVISORY 40.00 X 124468 0 13655 CRISTINA FRANCISCO VP, ADVISORY 40.00 X 124158 0 6931 1875174 0 156761 11 0 1 0 PENTAGRAM DESIGN INC 250 PARK AVE SOUTH NEW YORK NY 10003 REBRAND AND WEBSITE DESIGN 175050 NORC 55 EAST MONROE STREET CHICAGO IL 60603 SURVEY RESEARCH 146000 JYOTI AGARWAL 750 COLUMBUS AVE APT 9T NEW YORK NY 10025 PROJECT MANAGEMENT 135654 WEBER SHANDWICK 909 THIRD AVE NEW YORK NY 10022 PUBLIC RELATIONS 100206 4 431870 2830000 3261870 SPEAKING FEES 900099 265800 265800 OTHER RESEARCH INCOME 900099 85000 85000 RESEARCH IMPLEMENTATIO 900099 66475 66475 417275 3706 3706 304147 304147 44306 15166 29140 44306 4031304 280966 151475 336993 X 1279466 951977 238880 88609 766680 575295 108390 82995 57862 39593 11085 7184 116972 86754 19745 10473 147816 110056 25164 12596 3884 3884 35084 35084 511669 143807 365718 2144 104330 104330 38967 28465 6998 3504 186666 136360 33525 16781 17777 17777 30937 22599 5557 2781 10798 7888 1939 971 RESEARCH AND WRITING 175729 175729 REPAIRS AND MAINTENANCE 89759 65569 16121 8069 SPEAKING FEES 52500 52500 12696 2151 7501 3044 3639592 2520850 879591 239151 470232 463962 660701 291840 260000 495000 424741 192720 269144 193685 2403 147260 217757 80852 79682 136905 1535 1432 238646 980132 2407084 2902936 126818 197364 30375 59750 90152 94474 247345 351588 X 1506996 1631859 652743 919489 2159739 2551348 2407084 2902936 391712 -103 0 X 0 1 X 1 0 X 3866326 3236750 3188195 2975349 3261870 16528490 3866326 3236750 3188195 2975349 3261870 16528490 1626482 14902008 58929 48306 8770 83282 307853 507140 75129 75129 21038 54013 44306 119357 17230116 1153135 0.86490 0.77060 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 97687 48821 48866 120070 32031 88039 136905 SECURITY DEPOSIT 75600 DUE FROM COQUAL ADVISORY LLC 904532 980132 PAYROLL LIABILITIES 94474 94474 X 1 0 X X X 0 0 0 0 0 0 0 0 0 LANAYA IRVIN CEO (AS OF FEB. 2021) 215584 0 31860 0 0 0 0 0 1333 0 248777 0 0 0 JASON ZAHORCHAK SVP/TREASURER 184492 0 16650 0 0 0 9250 0 1777 0 212169 0 0 0 MARGARET SHILLER SECRETARY/CHIEF OF STAFF 154907 0 14400 0 0 0 8000 0 8507 0 185814 0 0 0 JULIA TAYLOR KENNEDY EXECUTIVE VICE PRESIDENT 193476 0 43675 0 0 0 9750 0 2793 0 249694 0 0 0 POOJA JAIN-LINK EXECUTIVE VICE PRESIDENT 178290 0 32175 0 0 0 9750 0 22179 0 242394 0 0 0 SANDRA RICE SVP, OUTREACH AND STRATEGIC PARTNERS 140819 0 13500 0 0 0 7500 0 12594 0 174413 0 0 0 LAURA SCHENONE VP, DIRECTOR OF COMMUNICATIONS 118476 0 12051 0 0 0 6695 0 19864 0 157086 0 0 0 JUNYOON YU VP, ADVISORY 117556 0 22073 0 0 0 6013 0 6115 0 151757 0 0 0 PART I, LINE 1B PER THE ORGANIZATION'S WRITTEN POLICY ON ACCEPTED CLASSES OF TRAVEL, STAFF TRAVELED IN ECONOMY CLASS UNLESS ANOTHER COMPANY WAS REIMBURSING COSTS AND ALLOWED FOR ANOTHER CLASS OF TRAVEL, OR FOR THE OCCASIONAL LONG-DISTANCE OR OVERNIGHT TRAVEL THAT MET THE ORGANIZATION'S POLICY REQUIREMENTS, IN WHICH CASE PREMIUM ECONOMY OR BUSINESS CLASS (INTERNATIONAL TRIPS) OR EXTRA LEGROOM ECONOMY OR UPPER CLASS (DOMESTIC TRIPS) WERE PERMITTED, WITH CLASS FOR EACH LEG OF THE JOURNEY MANDATED TO PASS POLICY REQUIREMENTS. SYLVIA HEWLETT FORMER CEO OF THE ORGANIZATION LOAN TO DISQUALIFIED PERSON X 461000 193685 0 1 1 193685 FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FORM 990 IS REVIEWED BY THE FULL BOARD AND TREASURER PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C EACH MEMBER OF THE BOARD MUST ANNUALLY REVIEW THE CONFLICT OF INTEREST POLICY AND SIGN THE DISCLOSURE STATEMENT. THIS IS DONE IMMEDIATELY FOLLOWING THE ANNUAL MEETING, OR FOR NEW BOARD MEMBERS, DURING THEIR ORIENTATION. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION ENGAGES EXTERNAL CONSULTANTS EVERY 3-5 YEARS TO CONDUCT A COMPENSATION BENCHMARK STUDY FOR THE CEO, LEADERSHIP TEAM, AND OTHER KEY ROLES. FOR COMPARATIVE DATA, THE CONSULTANTS USED ORGANIZATIONS OF COMPARABLE MISSION AND SIZE AND CONTROLLED FOR FACTORS SUCH AS GEOGRAPHY, AND USED BOTH PUBLICLY AVAILABLE AS WELL AS PROPRIETARY DATA. THE BOARD OF DIRECTORS REVIEWED THE RESULTS OF THE BENCHMARKING. FORM 990, PART VI, SECTION C, LINE 19 COQUAL INC, WILL MAKE THEIR GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AS WELL AS THEIR FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. THE FORM 990 IS ALSO AVAILABLE UPON REQUEST IN ADDITION TO ITS BEING POSTED ON GUIDESTAR.ORG. FORM 990, PART IX, LINE 11G REBRANDING: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 178,367. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 178,367. CULTURE AUDIT: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 72,567. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 72,567. SUMMIT FEES: PROGRAM SERVICE EXPENSES 67,572. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 67,572. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 76,235. MANAGEMENT AND GENERAL EXPENSES 114,784. FUNDRAISING EXPENSES 2,144. TOTAL EXPENSES 193,163. AMENDED RETURN FORM 990, PAGE 1, SECTION B THE ORGANIZATION HAS FILED AN AMENDED RETURN DUE TO THE TIMING OF THE COMPLETION OF THE ORGANIZATION'S ANNUAL FINANCIAL STATEMENT AUDIT. THE AMENDED RETURN CONTAINS CHANGES TO PARTS I THROUGH XII AND SCHEDULES A, B, D, AND R THAT CONFORM TO THE ORGANIZATION'S COMPLETED FINANCIAL STATEMENT AUDIT. COQUAL ADVISORY LLC 142 W 57TH STREET NEW YORK NY 10019 133730312 RESEARCH IMPLEMENTATION DE COQUAL INC C 1621844 722132 1.00000 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 COQUAL ADVISORY LLC A 304147 FAIR MARKET VALUE COQUAL ADVISORY LLC N 420273 FAIR MARKET VALUE COQUAL ADVISORY LLC O 1037102 FAIR MARKET VALUE COQUAL ADVISORY LLC M 1608365 FAIR MARKET VALUE