2015-11-16T10:36:36-06:00 2014-12-31 263753134 CBIZ TOFIAS 500 BOYLSTON STREET BOSTON MA 02116 990 2014-02-05 464755352 BILLIE JEAN KING LEADERSHIP INITIATIVE FOUNDATION BILL 2128861622 601 LEXINGTON AVE 45TH FLR NEW YORK NY 10022 ILANA KLOSS VICE PRES, TREASURER, SECRETARY 2128861622 2015-11-10 1 JOSEPH GISO P00030126 6177610600 2015-11-10 2014 2016-02-25 16:41:14Z X MICHAEL COAKLEY 601 LEXINGTON AVE 45TH FLR NEW YORK NY 10022 711050 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 2 0 0 673446 0 104 -289506 384044 0 0 0 0 0 182928 182928 201116 542882 181766 361116 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 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 - THE FUTURE OF BUSINESS IS TIED TO GLOBALIZATION, PRODUCT INNOVATION, TECHNOLOGY, AND HUMAN INTERACTION, AND INCLUSIVE TALENT IS A STRONG CATALYST IN POSITIONING COMPANIES FOR SUCCESS IN THESE DIMENSIONS. THE UNDERSTANDING OF WHAT INCLUSION REALLY MEANS AND HOW IT'S CURRENTLY BEING USED IN THE WORKPLACE IS LIMITED, AND THE CONNECTIONS BETWEEN INCLUSIVE TALENT, EMPLOYEE EXPERIENCE, AND PERFORMANCE ARE RELATIVELY UNEXPLORED OR ANECDOTAL. NOW IS THE TIME TO FOCUS ON INCLUSIVE TALENT AND THE PRACTICES USED TO FULLY ENGAGE A GLOBAL WORKFORCE. OUR RESEARCH EXPLORES THE CREATIVE WAYS IN WHICH ORGANIZATIONS ARE LEVERAGING THE COLLECTIVE IDEAS, PERSPECTIVES, AND INPUT OF THEIR INCLUSIVE TALENT TO GROW THE BUSINESS. SPECIFICALLY, OUR RESEARCH:- FOCUSES ON THE MEANING OF DIVERSITY AND INCLUSION, AND THE DISPARITIES IN THESE DEFINITIONS ACROSS DIFFERENT GENERATIONS- REVEALS THE POWERFUL CONNECTIONS BETWEEN DIVERSITY AND INCLUSION AND OVERALL EMPLOYEE EXPERIENCE, INCLUDING EMPLOYEE ENGAGEMENT, EMPOWERMENT AND AUTHENTICITY, AND THE EXTENT TO WHICH DIVERSITY IMPACTS THESE DIMENSIONS- IDENTIFIES THE PRACTICES USED TO BUILD A TRULY INCLUSIVE CULTURE SPECIFICALLY THOSE THAT LEVERAGE INDIVIDUAL'S PASSION, COMMITMENT, AND INNOVATION AND ELEVATES EMPLOYEE ENGAGEMENT, EMPOWERMENT, AND AUTHENTICITY OUR RESEARCH FOCUSED ON COLLECTING INSIGHTS AND PERSPECTIVES ON DIVERSITY AND INCLUSION AND THEIR IMPACT ON EMPLOYEE EXPERIENCE AND PERFORMANCE THROUGH A SERIES OF SURVEYS COLLECTED ACROSS GLOBAL ORGANIZATIONS, LEADERSHIP, AND DIVERSE EMPLOYEES WITH DISSIMILAR GENERATIONS. SPECIFICALLY WE CONDUCTED THE FOLLOWING:- 3,700+ SURVEYS FROM A DIVERSE RANGE OF EMPLOYEES, INCLUDING MILLENNIALS, GEN XERS & BABY BOOMERS THIS RESEARCH PROVIDES POWERFUL INSIGHTS, AIMED AT POSITIVELY DISRUPTING CURRENT INCLUSION PRACTICES AND HIGHLIGHTING THE INCLUSION CRISIS. THIS PAPER CHALLENGES GLOBAL LEADERSHIP TO UNDERSTAND THE NEED FOR IMPROVEMENT AND TO TAKE ACTION FOR BETTER PERFORMANCE. SPECIFICALLY, THE RESEARCH HAS:- IDENTIFIED THE SYNERGIES AND DISCONNECTS IN HOW DIVERSITY AND INCLUSION IS DEFINED ACROSS GENERATIONS- REVEALED THE POWER OF DIVERSITY AND INCLUSION IN THE WORKPLACE, THROUGH THEIR LINKAGE WITH EMPLOYEE ENGAGEMENT, EMPOWERMENT AND AUTHENTICITYS- UNCOVERED THE IMPLICATIONS FOR ORGANIZATIONS THAT WANT TO SUCCEED IN THE 21ST CENTURY TALENT WAR AND HIGHLIGHTED THE STEPS TO ACHIEVING A COGNITIVELY DIVERSE ORGANIZATIONLEAD - 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. 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 1 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 2128861602 601 LEXINGTON AVE 45TH FLR NEW YORK NY 10022 X BILLIE JEAN KING DIRECTOR 10.00 X 0 0 0 ILANA KLOSS DIRECTOR 10.00 X 0 0 0 KIM DAVIS PRESIDENT 10.00 X 0 0 0 MICHAEL COAKLEY VICE PRES., TREASURER, SECRETARY 10.00 X 0 0 0 SAMANTHA LASRY FLEISHER EXECUTIVE DIRECTOR 10.00 X 0 0 0 0 0 0 0 0 0 0 0 618900 54546 673446 104 104 37500 618900 327006 -289506 -289506 384044 0 0 -289402 2146 2146 4866 4866 330 330 535 535 CONSULTING 173047 173047 BANK FEES 1704 1704 LICENSES & REGISTRATION 284 284 MEALS 16 16 182928 0 182928 0 500382 42500 0 542882 136312 45454 0 181766 X 361116 0 361116 0 542882 201116 160000 0 X 0 1 X 1 0 X 673446 673446 673446 673446 0 0 0 673446 104 104 104 104 37500 37500 711050 711050 X EXPLANATION OF SHORT YEAR RETURN: THE 2014 FORM 990 IS A SHORT YEAR RETURN FROM FEBRUARY 5, 2014 THROUGH DECEMBER 31, 2014. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 X 871050 160000 327006 487006 384044 0 384044 509934 327006 327006 182928 0 182928 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 SINCE INCEPTION. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 327,006. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 327,006. X X X X 1 TENEO STRATEGY LLC 601 LEXINGTON AVENUE NEW YORK NY 10022 MANAGEMENT AND FUNDRAISING 0 756400 68750 687650 756400 68750 687650 NY CONFERENCE/DINNER 656400 618900 37500 18500 82545 55464 170497 656400 618900 37500 18500 82545 55464 170497 327006 -289506 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 11 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. 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.