2019-11-12T11:23:44-06:00 2018-12-31 263753134 CBIZ MHM LLC 500 BOYLSTON STREET BOSTON MA 02116 990 2018-01-01 464755352 BILLIE JEAN KING LEADERSHIP INITIATIVE FOUNDATION BILL 2128861602 584 BROADWAY NO 906 NEW YORK NY 10012 MICHAEL COAKLEY VICE PRES., SECRETARY 2128861602 2019-11-07 1 BRENDA L BOOTH P01342395 6177610600 2019-11-07 207.172.72.163 2019-11-07 11:48:00 ES P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 AAFE5242E44AA74A98A743050A15125E154A43A4 2018 2020-01-14 16:20:31Z MICHAEL COAKLEY 584 BROADWAY NO 906 NEW YORK NY 10012 2085090 0 X WWW.BJKLI.ORG X 2014 NY THE BILLIE JEAN KING LEADERSHIP INITIATIVE IS AN AMBITIOUS AND MOTIVATED ENDEAVOR WHOSE SOLE FOCUS IS TO MOVE THE NEEDLE ON ISSUES IMPACTING DIVERSE TALENT GLOBALLY. WE PLAN TO IGNITE A TRANSFORMATION IN THE CONVERSATION THROUGH THREE PRIMARY PILLARS OF LEADERSHIP: LIFT THROUGH ACTION AND ADVOCACY, LEARN THROUGH RESEARCH AND INNOVATION, AND LEAD THROUGH INSIGHT AND EMPOWERMENT. 2 2 0 5 0 0 734052 2005243 0 0 812 1797 -104372 -23164 630492 1983876 15000 113500 0 0 66961 0 0 0 240376 114280 633183 196241 746683 434251 1237193 882351 2121489 33775 42825 848576 2078664 X THE BILLIE JEAN KING LEADERSHIP INITIATIVE BELIEVES THAT EVERY INDIVIDUAL HAS THE POTENTIAL TO LEAD. THROUGHOUT COMPANIES AND ORGANIZATIONS ALL OVER THE WORLD, LEADERSHIP TENDS TO BE HOMOGENEOUS, BUT IF THOSE IN POSITIONS OF POWER ARE NOT REPRESENTATIVE OF OUR GLOBALIZING WORLD, FRESH IDEAS, DIVERSE TALENT, AND AN INCLUSIVE WORK ENVIRONMENT CANNOT PROSPER. THE STATUS QUO IS ALREADY SHIFTING, AS PEOPLE OF ALL BACKGROUNDS ARE BEING RECOGNIZED AND PROMOTED FOR THEIR VARIED SKILLS, EXPERIENCES, AND VIEWPOINTS. BUT MORE MUST BE DONE. AT THE BJKLI, WE ARE WORKING HARD TO REIMAGINE THE IMAGE OF LEADERSHIP NOT JUST IN BOARDROOMS AND CORNER OFFICES, BUT ALSO AT CUBICLES AND DESKS AROUND THE WORLD. INDIVIDUALS MUST FEEL FREE AND ABLE TO BRING THEIR AUTHENTIC SELVES TO WORK EVERY SINGLE DAY. WE ARE CREATING A MOVEMENT WHERE DIVERSE TALENT IS PROMOTED AND CELEBRATED, FROM THE TOP DOWN AND THE BOTTOM UP. WITH YOUR HELP, WE CAN LIFT, WE CAN LEARN, AND WE CAN LEAD. 0 0 372791 113500 LIFT - CONVENE GLOBAL FORUMS EDUCATING WOMEN AND MEN ON THE CRITICAL ISSUES SURROUNDING THE IMPORTANCE OF INCLUSIVE LEADERSHIP, AND THE ROLE EVERY INDIVIDUAL PLAYS IN DRIVING CHANGE. PROMOTE AND FACILITATE PLATFORMS FOR CONVERSATION AND ACTION ACROSS ALL LEVELS OF AN ORGANIZATION.LEARN - AS MILLENNIALS ARE NOW THE MAJORITY OF THE WORKFORCE, THE BILLIE JEAN KING LEADERSHIP INITIATIVE (BJKLI) SOUGHT TO ANALYZE HOW THIS GROUP'S LEADERSHIP STYLES ARE TRANSFORMING BUSINESS. OUR RESEARCH ANALYZED THREE YEARS OF DATA COLLECTED BY OUR RESEARCH PARTNER, DELOITTE. OUR REPORT DEMONSTRATED THAT PURPOSE-DRIVEN MILLENNIALS SEEK INNOVATION AND COLLABORATION, WITH ROOM TO SPEARHEAD THEIR OWN CAREER PATHS. LEAVING BEHIND "THE WAY WE'VE ALWAYS DONE IT," MILLENNIALS ARE FINDING THEIR OWN WAY.A META-ANALYSIS OF SIX ROBUST DATA SOURCES WAS PERFORMED TO IDENTIFY INSIGHTS AND TRENDS ON WORKPLACE CULTURE, THE IMPACT GENERATIONAL DIFFERENCES HAVE ON CULTURE, AND THE EXTENT TO WHICH THESE OUTCOMES VARY ACROSS THE GLOBE.OUR RESEARCH IS INSPIRING AND EMPOWERING ORGANIZATIONS TO ADAPT TO THE NEEDS AND EXPECTATIONS ACROSS ALL GENERATIONS.THE FINDINGS IN THIS PAPER HAVE IDENTIFIED AN UNPRECEDENTED OPPORTUNITY TO SHIFT OUR CULTURES IN A WAY THAT INCREASES ENGAGEMENT AND PRODUCTIVITY FOR MEMBERS OF ALL GENERATIONS. LEAD - HOST A BIENNIAL LEADERSHIP CONFERENCE, IN PARTNERSHIP WITH GLOBAL CORPORATE LEADERS AND UNIVERSITIES, FOCUSED ON THE EMPOWERMENT, AUTHENTICITY AND DEVELOPMENT OF GLOBAL TALENT. IGNITE A DIALOGUE ON 21ST CENTURY POWER DYNAMICS AND THEIR IMPACT ON INCLUSION, LEADERSHIP, AND TALENT DEVELOPMENT. 372791 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 7 0 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 2 2 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 NY X MICHAEL COAKLEY 6467158642 584 BROADWAY SUITE 906 NEW YORK NY 10012 X BILLIE JEAN KING DIRECTOR 5.00 X 0 0 0 ILANA KLOSS DIRECTOR 5.00 X 0 0 0 MICHAEL COAKLEY VICE PRES., TREASURER, SECRETARY 5.00 X 0 0 0 0 0 0 0 0 0 0 MARJORIE GANTMAN 13 RIDGEWOOD TERRACE MAPLEWOOD NJ 07040 PARTNERSHIP & SPONSORSHIP ENGAGMENT 156000 1 1708750 296493 122905 2005243 1797 1797 78050 1708750 101214 -23164 -23164 1983876 0 0 -21367 X 113500 113500 31051 31051 269788 125000 73799 70989 8668 8668 5263 5173 90 750 750 7500 2500 2500 2500 8967 8967 298588 131791 166797 1 1 1671 1671 LICENSES & REGISTRATION 936 936 746683 372791 133516 240376 782351 1858543 100000 170000 92946 882351 2121489 33775 42825 33775 42825 X 848576 2078664 848576 2078664 882351 2121489 1237193 -7105 0 X 0 1 X 1 0 X 673446 393354 436716 734052 2005243 4242811 673446 393354 436716 734052 2005243 4242811 460000 295000 317718 380000 1357905 2810623 0 460000 295000 317718 380000 1357905 2810623 1432188 104 394 606 812 1797 3713 104 394 606 812 1797 3713 37500 62500 50000 18750 78050 246800 711050 456248 487322 753614 2085090 4493324 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: FUNDRAISING REVENUE - 2014 AMOUNT: $ 37,500. 2015 AMOUNT: $ 62,500. 2016 AMOUNT: $ 50,000. 2017 AMOUNT: $ 18,750. 2018 AMOUNT: $ 78,050. EXPLANATION OF SHORT YEAR RETURN: THE 2014 FORM 990 IS A SHORT YEAR RETURN FROM FEBRUARY 5, 2014 THROUGH DECEMBER 31, 2014. 0 X 2160985 -7105 83000 101214 177109 1983876 0 1983876 930897 83000 101214 184214 746683 0 746683 PART X, LINE 2: THE FOUNDATION ACCOUNTS FOR THE EFFECT OF ANY UNCERTAIN TAX POSITIONS BASED ON A "MORE LIKELY THAN NOT" THRESHOLD TO THE RECOGNITION OF THE TAX POSITIONS BEING SUSTAINED BASED ON THE TECHNICAL MERITS OF THE POSITION UNDER SCRUTINY BY THE APPLICABLE TAXING AUTHORITY. IF A TAX POSITION OR POSITIONS ARE DEEMED TO RESULT IN UNCERTAINTIES OF THOSE POSITIONS, THE UNRECOGNIZED TAX BENEFIT IS ESTIMATED BASED ON A "CUMULATIVE PROBABILITY ASSESSMENT" THAT AGGREGATES THE ESTIMATED TAX LIABILITY FOR ALL UNCERTAIN TAX POSITIONS. THE FOUNDATION HAS IDENTIFIED ITS TAX STATUS AS A TAX-EXEMPT ENTITY AS A TAX POSITION; HOWEVER, THE FOUNDATION HAS DETERMINED THAT SUCH TAX POSITION DOES NOT RESULT IN AN UNCERTAINTY REQUIRING RECOGNITION. THE FOUNDATION IS NOT CURRENTLY UNDER EXAMINATION BY ANY TAXING JURISDICTIONS. THE FOUNDATION'S FEDERAL AND STATE TAX RETURNS ARE GENERALLY OPEN FOR EXAMINATION FOR THE PAST THREE YEARS. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 101,214. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 101,214. BJK75 1361800 1302500 59300 89681 CHAMPIONS OF EQUALITY SYMPOSIUM 425000 406250 18750 11533 1786800 1708750 78050 101214 101214 -23164 0 GIRLS FOR GENDER EQUITY INC 25 CHAPEL STREET SUITE 1006 BROOKLYN NY 11201 043697166 501(C)(3) 100000 SUPPORT FOR THE MISSION OF THE ORGANIZATION ATHLETE ALLY 325 WEST 38TH STREET NEW YORK NY 10018 275527156 501(C)(3) 10000 SUPPORT FOR THE MISSION OF THE ORGANIZATION 2 0 X 1 100405 FMV X US OPEN TICKETS 1 22500 FMV 0 0 0 0 PART I, COLUMN (B): THE AMOUNTS IN COLUMN (B) REPRESENT THE NUMBER OF CONTRIBUTIONS. FORM 990, PART VI, SECTION A, LINE 2 BILLIE JEAN KING AND ILANA KLOSS HAVE A BUSINESS RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FORM 990 IS PROVIDED TO THE BOARD MEMBERS FOR THEIR REVIEW AND APPROVAL PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTORS AND MEMBERS OF COMMITTEES WITH GOVERNING BOARD DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, HE/SHE SHALL LEAVE THE GOVERNING BOARD OR COMMITTEE MEETING WHILE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. EACH INTERESTED PERSON SHALL ANNUALLY SIGN A STATEMENT AND DISCLOSE HIS OR HER INTERESTS THAT COULD GIVE RISE TO A CONFLICT OF INTEREST. TO ENSURE THE ORGANIZATION OPERATES IN A MANNER CONSISTENT WITH CHARITABLE PURPOSES AND DOES NOT ENGAGE IN ACTIVITIES THAT COULD JEOPERDIZE ITS TAX-EXEMPT STATUS, REGULAR AND CONSISTENT REVIEWS SHALL BE CONDUCTED. THE WHISTLEBLOWER AND A DOCUMENT RETENTION AND DESTRUCTION POLICIES WILL BE IN PLACE AND WILL BE APPROVED BY THE BOARD OF DIRECTORS IN WRITING BY THE END OF 2019. FORM 990, PART VI, SECTION B, LINE 15 CURRENTLY, THE ORGANIZATION DOES NOT HAVE ANY PAID EMPLOYEES. HOWEVER, IF A FORMAL OFFER IS MADE, A COMPENSATION BENCHMARKING EXERCISE WOULD BE PERFORMED. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE FROM THE ORGANIZATION UPON REQUEST. THE FORM 990 AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE VIA THE MASSACHUSETTS ATTORNEY GENERAL'S WEBSITE. THE FORM 990 IS ALSO AVAILABLE AT WWW.GUIDESTAR.ORG. FORM 990, PART IX, LINE 11G ADVISOR FEE: PROGRAM SERVICE EXPENSES 52,000. MANAGEMENT AND GENERAL EXPENSES 53,820. FUNDRAISING EXPENSES 52,000. TOTAL EXPENSES 157,820. PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 3,000. MANAGEMENT AND GENERAL EXPENSES 19,979. FUNDRAISING EXPENSES 18,989. TOTAL EXPENSES 41,968. CONSULTING: PROGRAM SERVICE EXPENSES 70,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 70,000.