CATALYST INC: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- CATALYST INC (EIN 13-1992402)
- Tax period
- 2012-09-01 to 2013-08-31
- Filed
- 2014-04-07
- IRS object ID
- 201410979349300331
- Schema version
- 2012v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-04-07T15:24:10-05:00 | Timestamp |
| Tax Period End Date | 2013-08-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 113518842 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARKS PANETH LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 685 THIRD AVENUE | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10017 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-09-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 131992402 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CATALYST INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | CATA | NameControl |
| Phone | 2125147600 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 120 WALL STREET NO 15 FL | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10005 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DEBORAH GILLIS | Name |
| Title | PRESIDENT & CEO | Title |
| Phone | 2125147600 | Phone |
| Date Signed | 2014-04-07 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ROBERT R LYONS CPA | Name |
| PTIN | P00227477 | PTIN |
| Phone | 2125038800 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | DEBORAH GILLIS | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 120 WALL STREET NO 15 FL | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10005 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 19042171 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.CATALYST.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1962 | YearFormation |
| State Legal Domicile | OH | StateLegalDomicile |
| Activity Or Mission Description | CATALYST IS THE LEADING NONPROFIT ORGANIZATION WITH A MISSION TO EXPAND OPPORTUNITIES FOR WOMEN AND BUSINESS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 34 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 33 | NbrIndependentVotingMembers |
| Total Nbr Employees | 97 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 20156919 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 11565256 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 1006130 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 553146 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 228713 | InvestmentIncomePriorYear |
| Investment Income Current Year | 464526 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -28605 | OtherRevenuePriorYear |
| Other Revenue Current Year | -22717 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 21363157 | TotalRevenuePriorYear |
| Total Revenue Current Year | 12560211 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 8591646 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 9989284 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1207537 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 3371571 | OtherExpensePriorYear |
| Other Expenses Current Year | 3256069 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 11963217 | TotalExpensesPriorYear |
| Total Expenses Current Year | 13245353 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 9399940 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -685142 | RevenuesLessExpensesCY |
| Total Assets BOY | 28200075 | TotalAssetsBOY |
| Total Assets EOY | 27908182 | TotalAssetsEOY |
| Total Liabilities BOY | 3869306 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 4146062 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 24330769 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 23762120 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | EXPANDING OPPORTUNITIES FOR WOMEN AND BUSINESS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 3644005 | Expense |
| Revenue | 342096 | Revenue |
| Description | MARKETING AND PUBLIC AFFAIRSTHE MARKETING DEPARTMENT CREATES AND EXECUTES STRATEGIES TO INCREASE CATALYST'S VISIBILITY IN THE UNITED STATES, CANADA, EUROPE, INDIA, AND AUSTRALIA, BY DEVELOPING STRATEGIC PARTNERSHIPS AND STRENGTHENING ITS BRAND, PRODUCTS, AND SERVICES. THE DEPARTMENT IS RESPONSIBLE FOR EDITING, DESIGNING, AND PRODUCING ALL PRODUCT, PUBLICATIONS, AND COLLATERAL MATERIALS, AND FOR PUBLIC EDUCATION ACTIVITIES SUCH AS MEDIA RELATIONS AND SPEAKING ENGAGEMENTS. THE DEPARTMENT MANAGES SPECIAL EVENTS, INCLUDING THE CATALYST AWARDS DINNER AND CONFERENCES TO DISSEMINATE CATALYST RESEARCH AND ADVISORY KNOWLEDGE | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 2628296 | Expense |
| Revenue | 21000 | Revenue |
| Description | RESEARCHRESEARCH CONDUCTS QUALITATIVE AND QUANTITATIVE RESEARCH ON BOTH WOMEN'S LEADERSHIP ADVANCEMENT AND WORK/LIFE ISSUES ACROSS A WIDE RANGE OF INDUSTRIES, GEOGRAPHIES, GENERATIONS, AND RACIAL/ETHNIC GROUPS. 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 INTERESTED IN RECRUITING, RETAINING, AND ADVANCING WOMEN. CATALYST HAS CONDUCTED RESEARCH ON WOMEN IN LEADERSHIP IN THE UNITED STATES, CANADA, EUROPE AND INDIA. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1756205 | Expense |
| Revenue | 190050 | Revenue |
| Description | GLOBAL MEMBER SERVICESGLOBAL MEMBER SERVICES IS THE DEPARTMENT CHARGED WITH FOSTERING MEMBER IMPACT THROUGH A VARIETY OF SERVICES, BENEFITS AND ACTIVITIES. GMS DRIVES ENGAGEMENT AND IMPACT WITH MEMBERS THROUGH: CONSULTING SERVICES, SPEAKERS BUREAU, THE VITAL SIGNS MEMBER BENEFIT, AND LEADERSHIP OF THE CEO SUMMIT FRANCHISE. GMS SUPPORTS CATALYST'S RELATIONSHIPS WITH MEMBERS THROUGH INVOLVEMENT WITH MEMBER MANAGERS AND RELATIONSHIP MANAGERS. THE TEAM ALSO CONTRIBUTES TO CATALYST'S KNOWLEDGE DEVELOPMENT THROUGH THE INSIGHT LOOP, FOCUSING ON DEFINING THE INTERESTS AND NEEDS OF MEMBERS AND MEMBER IMPACT METRICS AND BY SCALING INSIGHTS FROM CONSULTING WORK INTO PUBLICATIONS, TOOLS, MEMBER COMMUNICATIONS AND EVENTS. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 2360418 | Expense |
| Description | OTHER PROGRAM EXPENSESOTHER PROGRAM EXPENSES INCLUDE NATIONAL EDUCATION AND INFORMATION CENTER AND SERVICES THAT CATALYST PROVIDES. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 2360418 | TotalOfOtherProgramServiceExp |
| Total Program Service Expense | 10388924 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 1 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 12 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 97 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 1 | ForeignFinancialAccount |
| Name Of Foreign Country | CA | NameOfForeignCountry |
| Name Of Foreign Country | SZ | NameOfForeignCountry |
| Name Of Foreign Country | IN | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 34 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 33 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NJ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AZ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AK | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CO | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | DC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | FL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | GA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | IL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | KY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MD | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OR | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | RI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | PA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | VA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | TN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | UT | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JENNIFER DANIEL-DAVIDSON | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2125147600 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 120 WALL STREET 15TH FLOOR | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10005 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (44 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| THOMAS J FALK | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| JOHN BRYANT | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| URSULA M BURNS | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| IAN M COOK | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| MARY B CRANSTON ESQ | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| MICHAEL S DELL | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| DAVID B DILLON | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| JAMIE DIMON | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| WILLIAM A DOWNE | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| JOE ECHEVARRIA | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| MARY BETH HOGAN ESQ | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| JEFFREY R IMMELT | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| SHERI S MCCOY | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| MUHTAR KENT | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| ELLEN J KULLMAN | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| MICHEL LANDEL | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| GERALD LEMA | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| INDRA K NOOYI | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| DENISE MORRISON | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| LIAM E MCGEE | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| JOSEPH NEUBAUER | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| STEPHEN S RASMUSSEN | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| KENDALL J POWELL | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| STEPHANIE A STREETER | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| RICHARD K TEMPLETON | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| PETER VOSER | |||||||
| CHAIR | 1.00 | X | 0 | 0 | 0 | X | |
| MAGGIE WILDEROTTER | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| THOMAS J WILSON | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| ILENE H LANG | |||||||
| PRESIDENT & CEO | 35.00 | X | 409422 | 0 | 45786 | X | |
| AG LAFLEY | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| DON THOMPSON | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| JOHN B VEIHMEYER | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| MARK WEINBERGER | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| RICHARD WAUGH | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| NANCY CARTER | |||||||
| SENIOR VICE PRESIDENT | 35.00 | 244088 | 0 | 30750 | X | ||
| DEBORAH SOON | |||||||
| SENIOR VICE PRESIDENT | 35.00 | 240291 | 0 | 49206 | X | ||
| JENNIFER DANIEL-DAVIDSON | |||||||
| SENIOR VICE PRESIDENT | 35.00 | 232527 | 0 | 52147 | X | ||
| MERLYE MAHRER-KAPLAN | |||||||
| SENIOR VICE PRESIDENT | 35.00 | 192574 | 0 | 39036 | X | ||
| ANABEL PEREZ | |||||||
| SENIOR VICE PRESIDENT | 35.00 | 194571 | 0 | 36631 | X | ||
| MARY BOUGHTON | |||||||
| SENIOR DIRECTOR | 35.00 | 134893 | 0 | 33951 | X | ||
| JAN COMBOPIANO | |||||||
| CHIEF KNOWLEDGE OFFICER | 35.00 | 135697 | 0 | 33951 | X | ||
| SUSAN NIERENBERG FEEST | |||||||
| VICE PRESIDENT | 35.00 | 131987 | 0 | 33144 | X | ||
| KATHERINE GISCOMBE | |||||||
| VICE PRESIDENT | 35.00 | 141545 | 0 | 23877 | X | ||
| BRANDE STELLINGS | |||||||
| VICE PRESIDENT | 35.00 | 120070 | 0 | 44398 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 2177665 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 422877 | TotalOtherCompensation |
| Number Individuals GT100 K | 11 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (2 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| HUNTER ROBERTS CONSTRUCTION | |||||
| 2 WORLD FINANCIAL CENTER FLOOR 6T | NEW YORK | NY | 10281 | CONSTRUCTION | 1005685 |
| MATTHEW SCHWARTZ DESIGN STUDIO | |||||
| 611 BROADWAY SUITE 430 | NEW YORK | NY | 10012 | WEBSITE DEVELOPMENT | 171160 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 2 | NumberOfContractorsGT100K |
| Fundraising Events | 3654335 | FundraisingEvents |
| All Other Contributions | 7910921 | AllOtherContributions |
| Noncash Contributions | 62673 | NoncashContributions |
| Total Contributions | 11565256 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| CONFERENCE REVENUE | 900099 | 253900 | 253900 |
| ADVISORY SERVICES | 900099 | 190050 | 190050 |
| HONORARIA | 900099 | 80196 | 80196 |
| AWARD APPLICATION FEES | 900099 | 21000 | 21000 |
| LICENSE FEES | 900099 | 5000 | 5000 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3000 | TotalRevenueColumn |
| Related Or Exempt Function Income | 3000 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 553146 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 197307 | TotalRevenueColumn |
| Exclusion | $197,307 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1411 | TotalRevenueColumn |
| Exclusion | $1,411 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 6305235 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 6038016 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 267219 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 267219 | TotalRevenueColumn |
| Exclusion | $267,219 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 419265 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 3654335 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 443944 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -24679 | TotalRevenueColumn |
| Exclusion | -$24,679 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | SALE OF PUBLICATIONS | Description |
| Business Code | 511190 | BusinessCode |
| Total Revenue Column | 551 | TotalRevenueColumn |
| Exclusion | $551 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 551 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 12560211 | TotalRevenueColumn |
| Related Or Exempt Function Income | 553146 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $441,809 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2204559 | Total |
| Program Services | 1806285 | ProgramServices |
| Management And General | 240000 | ManagementAndGeneral |
| Fundraising | 158274 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5256790 | Total |
| Program Services | 4001832 | ProgramServices |
| Management And General | 767253 | ManagementAndGeneral |
| Fundraising | 487705 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 586835 | Total |
| Program Services | 455126 | ProgramServices |
| Management And General | 78324 | ManagementAndGeneral |
| Fundraising | 53385 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1941100 | Total |
| Program Services | 1511005 | ProgramServices |
| Management And General | 262041 | ManagementAndGeneral |
| Fundraising | 168054 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 67250 | Total |
| Management And General | 67250 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 393775 | Total |
| Program Services | 368910 | ProgramServices |
| Management And General | 5280 | ManagementAndGeneral |
| Fundraising | 19585 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 59572 | Total |
| Program Services | 46411 | ProgramServices |
| Management And General | 6596 | ManagementAndGeneral |
| Fundraising | 6565 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 645378 | Total |
| Program Services | 446315 | ProgramServices |
| Management And General | 87085 | ManagementAndGeneral |
| Fundraising | 111978 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 486526 | Total |
| Program Services | 387059 | ProgramServices |
| Management And General | 13431 | ManagementAndGeneral |
| Fundraising | 86036 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 210917 | Total |
| Program Services | 210917 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 397386 | Total |
| Program Services | 285988 | ProgramServices |
| Management And General | 54562 | ManagementAndGeneral |
| Fundraising | 56836 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| MISCELLANEOUS | 371848 | 291955 | 49091 | 30802 |
| PRINTING & DESIGN | 269534 | 268989 | 0 | 545 |
| REPAIRS AND MAINTENANCE | 174968 | 163038 | 7921 | 4009 |
| OTHER | 97579 | 67365 | 8301 | 21913 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 81336 | Total |
| Program Services | 77729 | ProgramServices |
| Management And General | 1757 | ManagementAndGeneral |
| Fundraising | 1850 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13245353 | Total |
| Program Services | 10388924 | ProgramServices |
| Management And General | 1648892 | ManagementAndGeneral |
| Fundraising | 1207537 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1500 | BOY |
| EOY | 1500 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 572824 | BOY |
| EOY | 521514 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9550940 | BOY |
| EOY | 9171672 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2492272 | BOY |
| EOY | 2865365 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 146357 | BOY |
| EOY | 164088 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 3665592 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 1256430 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2499051 | BOY |
| EOY | 2409162 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5693154 | BOY |
| EOY | 6677756 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7243977 | BOY |
| EOY | 6097125 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28200075 | BOY |
| EOY | 27908182 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2503895 | BOY |
| EOY | 2760923 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21650 | BOY |
| EOY | 59250 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1343761 | BOY |
| EOY | 1325889 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3869306 | BOY |
| EOY | 4146062 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11784576 | BOY |
| EOY | 11204744 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5299248 | BOY |
| EOY | 4604303 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7246945 | BOY |
| EOY | 7953073 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 24330769 | BOY |
| EOY | 23762120 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28200075 | BOY |
| EOY | 27908182 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | -685142 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 116493 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 7602550 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4563533 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 5712289 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 20156919 | CurrentTaxYearMinus1Year |
| Current Tax Year | 11565256 | CurrentTaxYear |
| Total | 49600547 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 7602550 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4563533 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 5712289 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 20156919 | CurrentTaxYearMinus1Year |
| Current Tax Year | 11565256 | CurrentTaxYear |
| Total | 49600547 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 49600547 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 386532 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 320499 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 261717 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 242411 | CurrentTaxYearMinus1Year |
| Current Tax Year | 199269 | CurrentTaxYear |
| Total | 1410428 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 51010975 | TotalSupport |
| Gross Receipts From Admissions Etc | 3957801 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.97240 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.96610 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 7246945 | BeginningOfYearBalance |
| Contributions | 518630 | Contributions |
| Investment Earnings Or Losses | 187914 | InvestmentEarningsOrLosses |
| End Of Year Balance | 7953489 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 3308153 | BeginningOfYearBalance |
| Contributions | 3624561 | Contributions |
| Investment Earnings Or Losses | 314231 | InvestmentEarningsOrLosses |
| End Of Year Balance | 7246945 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2973021 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 335132 | InvestmentEarningsOrLosses |
| End Of Year Balance | 3308153 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2666229 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 306792 | InvestmentEarningsOrLosses |
| End Of Year Balance | 2973021 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 3122260 | BeginningOfYearBalance |
| Investment Earnings Or Losses | -456031 | InvestmentEarningsOrLosses |
| End Of Year Balance | 2666229 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 1.00000 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1526770 | OtherCostOrOtherBasis |
| Depreciation | 186376 | Depreciation |
| Book Value | 1340394 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1759987 | OtherCostOrOtherBasis |
| Depreciation | 950742 | Depreciation |
| Book Value | 809245 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 378835 | OtherCostOrOtherBasis |
| Depreciation | 119312 | Depreciation |
| Book Value | 259523 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 2409162 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CERTIFICATES OF DEPOSIT | Description |
| Book Value | 6097125 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 6097125 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DEFERRED RENT OBLIGATION | Description |
| Amount | $1,325,889 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 1325889 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | DURING 1992, CATALYST ESTABLISHED THE "FELICE N. SCHWARTZ RESERVE FUND FOR THE ADVANCEMENT OF WOMEN IN BUSINESS AND THE PROFESSIONS." 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. BECAUSE BORROWINGS FROM THE PRINCIPAL AND INTEREST OF THIS FUND MUST BE REPAID, THESE AMOUNTS HAVE BEEN CLASSIFIED AS PERMANENTLY RESTRICTED NET ASSETS. THERE WERE NO BORROWINGS FROM THE FUND FOR THE YEARS ENDED AUGUST 31, 2013 AND 2012. IN DECEMBER 2010, THE BOARD OF DIRECTORS APPROVED THE ESTABLISHMENT OF 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. THE PRINCIPAL AMOUNT OF THE FUND WILL REMAIN INTACT. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X, LINE 2: | CATALYST HAS NO UNCERTAIN TAX POSITIONS AS OF AUGUST 31, 2013 AND 2012 IN ACCORDANCE WITH ACCOUNTING STANDARDS CODIFICATION ("ASC") TOPIC 740, WHICH PROVIDES STANDARDS FOR ESTABLISHING AND CLASSIFYING ANY TAX PROVISIONS FOR UNCERTAIN TAX POSITIONS. CATALYST IS NO LONGER SUBJECT TO FEDERAL OR STATE AND LOCAL INCOME TAX EXAMINATIONS BY TAX AUTHORITIES BEFORE 2010. |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | AWARDS DINNER | NameOfEvent1 |
| Gross Receipts Event1 | 4073600 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 3654335 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 419265 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 443944 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 4073600 | GrossReceiptsTotal |
| Charitable Contributions Total | 3654335 | CharitableContributionsTotal |
| Gross Revenue Total Events | 419265 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 443944 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 443944 | DirectExpenseSummaryEvents |
| Net Income Summary | -24679 | NetIncomeSummary |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (11 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ILENE H LANG | ||||||||||||||
| PRESIDENT & CEO | 369422 | 0 | 40000 | 0 | 0 | 0 | 25000 | 0 | 20786 | 0 | 455208 | 0 | 0 | 0 |
| NANCY CARTER | ||||||||||||||
| SENIOR VICE PRESIDENT | 219088 | 0 | 25000 | 0 | 0 | 0 | 21909 | 0 | 8841 | 0 | 274838 | 0 | 0 | 0 |
| DEBORAH SOON | ||||||||||||||
| SENIOR VICE PRESIDENT | 215291 | 0 | 25000 | 0 | 0 | 0 | 21529 | 0 | 27677 | 0 | 289497 | 0 | 0 | 0 |
| JENNIFER DANIEL-DAVIDSON | ||||||||||||||
| SENIOR VICE PRESIDENT | 207527 | 0 | 25000 | 0 | 0 | 0 | 20753 | 0 | 31394 | 0 | 284674 | 0 | 0 | 0 |
| MERLYE MAHRER-KAPLAN | ||||||||||||||
| SENIOR VICE PRESIDENT | 177574 | 0 | 15000 | 0 | 0 | 0 | 17758 | 0 | 21278 | 0 | 231610 | 0 | 0 | 0 |
| ANABEL PEREZ | ||||||||||||||
| SENIOR VICE PRESIDENT | 169571 | 0 | 25000 | 0 | 0 | 0 | 16957 | 0 | 19674 | 0 | 231202 | 0 | 0 | 0 |
| MARY BOUGHTON | ||||||||||||||
| SENIOR DIRECTOR | 130893 | 0 | 4000 | 0 | 0 | 0 | 13089 | 0 | 20862 | 0 | 168844 | 0 | 0 | 0 |
| JAN COMBOPIANO | ||||||||||||||
| CHIEF KNOWLEDGE OFFICER | 131697 | 0 | 4000 | 0 | 0 | 0 | 13089 | 0 | 20862 | 0 | 169648 | 0 | 0 | 0 |
| SUSAN NIERENBERG FEEST | ||||||||||||||
| VICE PRESIDENT | 127987 | 0 | 4000 | 0 | 0 | 0 | 12799 | 0 | 20345 | 0 | 165131 | 0 | 0 | 0 |
| KATHERINE GISCOMBE | ||||||||||||||
| VICE PRESIDENT | 137545 | 0 | 4000 | 0 | 0 | 0 | 13755 | 0 | 10122 | 0 | 165422 | 0 | 0 | 0 |
| BRANDE STELLINGS | ||||||||||||||
| VICE PRESIDENT | 116070 | 0 | 4000 | 0 | 0 | 0 | 11607 | 0 | 32791 | 0 | 164468 | 0 | 0 | 0 |
Schedule M IRS990ScheduleM
Other Non Cash Contributions Table OtherNonCashContributionsTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Description | COMPUTER AND EQUIPMENT | Description |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 62673 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 IS REVIEWED IN DETAIL BY THE AUDIT COMMITTEE AND IS MADE AVAILABLE FOR SEVEN DAYS TO THE FULL BOARD FOR REVIEW AND COMMENTS. |
| 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. |
| FORM 990, PART VI, SECTION B, LINE 15 | 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 APPROVAL OF THE RECOMMENDED SALARIES IS DOCUMENTED IN THE MINUTES. THE BOARD CHAIR INCLUDES THIS INFORMATION IN THE LETTER TO THE CFO 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. |
| PROCESS OF OVERSEEING THE AUDIT AND SELECTION OF THE INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CATALYST CANADA INC | BusinessNameLine1 |
Address Foreign AddressForeign
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8 KING STREET SUITE 505 | AddressLine1 |
| City | TORONTO | City |
| Province Or State | ONTARIO | ProvinceOrState |
| Country | CA | Country |
| Postal Code | ON M5C 1B5 | PostalCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 885700815 | EIN |
| Primary Activities | RESEARCH AND ADVISORY | PrimaryActivities |
| Legal Domicile Foreign Country | CA | LegalDomicileForeignCountry |
| Exempt Code Section | 149(1)(1) | ExemptCodeSection |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Controlled Org | 0 | ControlledOrg |
Form990 Schedule R Part IV Form990ScheduleRPartIV (2 entries)
| Address Line1AddressForeign/AddressLine1 | CityAddressForeign/City | CountryAddressForeign/Country | Primary ActivityPrimaryActivity | Legal Domicile Foreign CountryLegalDomicileForeignCountry | Direct Controlling Entity NADirectControllingEntityNA | Type Of EntityTypeOfEntity | Percentage OwnershipPercentageOwnership | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|
| CATALYST EUROPE AG CO KPMG FIDES | ||||||||
| LANDISGYR-STRASSE 1 6300 | ZUG | SZ | RESEARCH AND ADVISORY | SZ | N/A | C | 1.00000 | 0 |
| CATALYST WOMEN RESEARCH AND CONSULTANCY | ||||||||
| INDIA PRIVATE LTDB-601 IVY TOWER | IN | RESEARCH AND ADVISORY | IN | N/A | S | 1.00000 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 1 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | 0 | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (6 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved |
|---|---|
| CATALYST CANADA INC | |
| D | 93804 |
| CATALYST CANADA INC | |
| O | 91053 |
| CATALYST EUROPE AG | |
| D | 551160 |
| CATALYST EUROPE AG | |
| O | 73777 |
| CATALYST WOMEN RESEARCH AND CONSULTANCY INDIA PRIVATE LIMITED | |
| D | 324033 |
| CATALYST WOMEN RESEARCH AND CONSULTANCY INDIA PRIVATE LIMITED | |
| O | 4656 |