2024-05-28T15:48:22-05:00 2023-08-31 873707167 CBIZ MARKS PANETH LLC 685 THIRD AVENUE NEW YORK NY 10017 990 2022-09-01 131992402 CATALYST INC CATA 2125147600 120 WALL STREET 15 FL NEW YORK NY 10005 JENNIFER MCCOLLUM PRESIDENT & CEO 2125147600 2024-05-22 1 JENNIFER MCCOLLUM 999009999 0 MAGDALENA CZERNIAWSKI P00535099 2125038800 2024-05-22 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z JENNIFER MCCOLLUM 120 WALL STREET 15 FL NEW YORK NY 10005 24786907 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. 45 44 144 44 0 0 16944443 14334127 4639058 5268708 353570 487059 10836 25953 21947907 20115847 0 0 0 0 15277495 18375809 0 0 3457943 7327708 8526171 22605203 26901980 -657296 -6786133 51330663 50063121 11254074 15628372 40076589 34434749 X ACCELERATE PROGRESS FOR WOMEN THROUGH WORKPLACE INCLUSION. 0 0 4976258 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. 3812432 3523287 STRATEGIC SOLUTIONS & PRODUCTS ("SSP"): THE SSP TEAM IS RESPONSIBLE FOR THE DEVELOPMENT AND DELIVERY OF FEE-FOR-SERVICE WORKSHOPS, PROGRAMMING, AND ADVISORY SERVICES DESIGNED TO ACCELERATE PROGRESS FOR WOMEN IN THE WORKPLACE AND ENHANCE WORKPLACE INCLUSION. CATALYST'S OFFERINGS AND SOLUTIONS REACH CLIENTS GLOBALLY THROUGH INDIVIDUAL AWARENESS BUILDING, SHIFTING MINDSETS AND BEHAVIORS, DEVELOPING COMMITMENT TO ACTION PLANS, AND ENGAGING IN DIVERSITY, EQUITY, AND INCLUSION (DEI) EVENTS TO BUILD GREATER COMMUNITY. FOUNDATIONAL PROGRAMS INCLUDE MARC (MEN ADVOCATING REAL CHANGE), A CATALYST INITIATIVE DESIGNED TO INSPIRE AND EQUIP MEN TO LEVERAGE THEIR UNIQUE OPPORTUNITY AND RESPONSIBILITY TO BE ADVOCATES FOR EQUITY AND BUILD GENDER PARTNERSHIP, AND A SUITE OF INCLUSION WORKSHOPS AND ONLINE/SELF-PACED LEARNING, WHICH HELP INDIVIDUALS AND LEADERS ACROSS LEVELS LEARN HOW TO OVERCOME BIASES AND FOSTER GREATER WORKPLACE INCLUSION. ADVISORY SERVICES CREATES CLIENT IMPACT THROUGH DEI CONSULTING, INCLUDING STRATEGIC ENGAGEMENTS, SPECIALIZED PROGRAMMING, AND DIAGNOSTIC TOOLS. THROUGH ALL OF THESE OFFERINGS, CATALYST DELIVERS A FULL SUITE OF CLIENT PROGRAMMING TO MEET LEARNING NEEDS ACROSS EMPLOYEE GROUPS. SSP FEE-FOR-SERVICE SOLUTIONS REACHES THE MAJORITY OF OUR GLOBAL SUPPORTER COMMUNITY ACROSS REGIONS AND INDUSTRIES. 2935568 RESEARCH: THE RESEARCH TEAM CONDUCTS APPLIED RESEARCH TO PROMOTE GENDER, RACIAL AND ETHNIC 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 OMPANIES 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. 6108691 1745421 ALL OTHER PROGRAMS:NATIONAL EDUCATION, GLOBAL COMMUNICATIONS, AND GLOBAL EVENTS. 6108691 1745421 17832949 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 71 0 1 144 1 0 1 CA SZ AS 0 0 0 1 1 0 0 0 0 0 0 X 45 44 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 TATYANA BASIS VICE PRESIDENT FINANCE 2125147600 120 WALL STREET 15TH FLOOR NEW YORK NY 10005 ALBERT BOURLA DIRECTOR 1.00 X 0 0 0 ALFRED F KELLY JR DIRECTOR (OUTGOING) 1.00 X 0 0 0 ANDREW J MCMAHON DIRECTOR (OUTGOING) 1.00 X 0 0 0 BILLY GIFFORD DIRECTOR 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 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 1.00 X 0 0 0 ILHAM KADRI DIRECTOR 1.00 X 0 0 0 JAMES D TAICLET DIRECTOR 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 1.00 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 1.00 X 0 0 0 JULIE BOLAND DIRECTOR 1.00 X 0 0 0 JULIE SWEET CHAIR 1.00 X X 0 0 0 KATHY WARDEN DIRECTOR 1.00 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 1.00 X 0 0 0 LORRAINE HARITON PRESIDENT & CEO 35.00 X X 549548 0 63084 LYNN MARTIN DIRECTOR 1.00 X 0 0 0 MARC B LAUTENBACH SECRETARY (OUTGOING) 1.00 X X 0 0 0 MARGO GEORGIADIS DIRECTOR 1.00 X 0 0 0 MARY B CRANSTON ESQ DIRECTOR 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 SHAR DUBEY DIRECTOR (OUTGOING) 1.00 X 0 0 0 SHELLYE ARCHAMBEAU DIRECTOR 1.00 X 0 0 0 SOPHIE BELLON DIRECTOR 1.00 X 0 0 0 TIGER TYAGARAJAN DIRECTOR 1.00 X 0 0 0 HEATHER FOUST CUMMINGS CHIEF RESEARCH & DEVELOPMENT OFFICER 35.00 X 251437 0 25617 IRIS HENRIES SR. VICE PRESIDENT, GBSC (OUTGOING) 35.00 X 317642 0 43918 JULIE WIEDENHEFT SVP, GLOBAL MARKETING 35.00 X 216429 0 60887 LEELA WILSON CHIEF REVENUE OFFICER 35.00 X 292899 0 71975 STACEY BAIN CHIEF OPERATING OFFICER 35.00 X 329319 0 95994 DAVID LEE VP, STRATEGIC PLANNING & OPERATION 35.00 X 217195 0 57069 ELISA I LEARY SVP, PEOPLE & CULTURE 35.00 X 206074 0 14381 EMILY ZUCKERMAN GENERAL COUNSEL, CCO 35.00 X 197202 0 31702 JAMES MBASSA VP, INFORMATION TECHNOLOGY 35.00 X 196582 0 47526 NICOLE M MASON VICE PRESIDENT, MARKETING 35.00 X 204674 0 19672 2979001 0 531825 52 0 1 0 AGENCYEA LLC 311 W WALTON STREET CHICAGO IL 60610 VIRTUAL EVENTS PLANNING AND PRODUCTION 152900 SILLY MONKEY STUDIOS LLC (KANOPI STUDIO 1000 N WEST ST SUITE 1200 WILMINGTON DE 19801 WEBSITE DEVELOPMENT 146655 BURNS GROUP NYC LLC 219 SUNSET AVENUE RIDGEWOOD NJ 07450 PROFESSIONAL & CONSILTATION FEE 133030 ASSEMBLE HR 99 MIDLAND AVENUE MONTCLAIR NJ 07042 EXECUTIVE COACHING AND LEARNING PROGRAMS 113250 MEI CAUK PUBLICATION 204 BRENTWOOD DRIVE BATTLE CREEK MI 49015 WORKSHOPS FACILITATION 110150 7 2235945 344657 11753525 14334127 MARC LEADERS COHORT/WORKSHOPS 900099 2133967 2133967 CONFERENCE REVENUE 900099 1707041 1707041 LEI WORKSHOPS AND SITE LICENSE 900099 802135 802135 ADVISORY SERVICES 900099 442250 442250 HONORARIA 900099 183315 183315 5268708 707701 707701 4151797 4372439 -220642 -220642 -220642 330000 2235945 298621 31379 31379 FOREIGN GAIN/LOSS 900099 -5426 -5426 -5426 20115847 5268708 0 513012 X 2149591 1889081 260510 12519395 7741253 2537229 2240913 742021 420932 187832 133257 1757057 1165133 293157 298767 1207745 789055 230653 188037 135064 135064 3683641 2655599 932878 95164 441413 424013 11624 5776 51499 27607 15300 8592 739503 500330 132633 106540 226152 168962 11529 45661 344674 341172 706 2796 295522 179922 53130 62470 143012 76665 42488 23859 REPAIRS AND MAINTENANCE 1312553 959860 241468 111225 MISCELLANEOUS EXPENSE 568163 304578 168797 94788 UNCOLLECTABLE CONTRIBUT 304519 304519 SUBSCRIPTIONS AND MEMBE 117590 101479 3185 12926 162866 87308 48386 27172 26901980 17832949 5611088 3457943 1373597 1682226 5262134 6742526 14312383 8683767 811254 712396 615756 684729 3269017 2729661 753522 539356 23382724 24035972 4819293 6982149 51330663 50063121 2359739 2303678 451733 369505 8442602 12955189 11254074 15628372 X 23428857 20390108 16647732 14044641 40076589 34434749 51330663 50063121 -6786133 1144293 0 X X 0 1 X 1 0 X 25843015 23006461 13090396 16944443 14334127 93218442 25843015 23006461 13090396 16944443 14334127 93218442 9200299 84018143 409429 433768 363249 472551 707701 2386698 416160 260000 330000 1006160 96611300 21817445 0.86970 0.87310 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: FUNDRAISING INCOME - 2018 AMOUNT: $ 416,160. 2021 AMOUNT: $ 260,000. 2022 AMOUNT: $ 330,000. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 9477864 1527934 11005798 12717794 -3239930 9477864 13023302 694492 1000000 12717794 11581304 1441998 13023302 11076583 595 504126 11581304 1.00000 1 0 1535053 1209515 325538 1352265 1138733 213532 381699 381413 286 539356 OTHER ASSETS 1885 DUE FROM AFFILIATES 4745054 RESTRICTED DEPOSIT 112085 RIGHT-OF-USE ASSET - OPERATING LEASE 2123125 6982149 DUE TO AFFILIATES 10223001 LEASE LIABILITY 2732188 12955189 X 27688803 1144293 1533943 5024358 7702594 19986209 135064 -5426 129638 20115847 32170674 1533943 3869815 5403758 26766916 135064 135064 26901980 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, 2023 AND 2022. 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, 2023 AND 2022. PART X, LINE 2: CATALYST INC. BELIEVES THAT IT HAS NO UNCERTAIN TAX POSITIONS AS OF AUGUST 31, 2023 AND 2022 IN ACCORDANCE WITH FASB ACCOUNTING STANDARDS CODIFICATION ("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 5,024,358. PART XI, LINE 4B - OTHER ADJUSTMENTS: FOREIGN LOSS NETTED WITH EXPENSES -5,426. PART XII, LINE 2D - OTHER ADJUSTMENTS: RELATED ENTITIES' EXPENSES 3,864,389. FOREING LOSS REPORTED IN THE STATEMENT OF REVENUE 5,426. CATALYST AWARDS 2565945 2235945 330000 298621 2565945 2235945 330000 298621 298621 31379 X X 1 0 0 0 0 0 0 1 0 LORRAINE HARITON PRESIDENT & CEO 444548 0 105000 0 0 0 30500 0 32584 0 612632 0 0 0 STACEY BAIN CHIEF OPERATING OFFICER 293319 0 36000 0 0 0 24495 0 71499 0 425313 0 0 0 LEELA WILSON CHIEF REVENUE OFFICER 240540 0 25919 0 26440 0 24548 0 47427 0 364874 0 0 0 IRIS HENRIES SR. VICE PRESIDENT, GBSC (OUTGOING) 168855 0 15000 0 133787 0 8549 0 35369 0 361560 0 0 0 JULIE WIEDENHEFT SVP, GLOBAL MARKETING 190341 0 19100 0 6988 0 15654 0 45233 0 277316 0 0 0 HEATHER FOUST CUMMINGS CHIEF RESEARCH & DEVELOPMENT OFFICER 224828 0 22500 0 4109 0 22767 0 2850 0 277054 0 0 0 DAVID LEE VP, STRATEGIC PLANNING & OPERATION 206195 0 11000 0 0 0 14613 0 42456 0 274264 0 0 0 JAMES MBASSA VP, INFORMATION TECHNOLOGY 186582 0 10000 0 0 0 18818 0 28708 0 244108 0 0 0 EMILY ZUCKERMAN GENERAL COUNSEL, CCO 187202 0 10000 0 0 0 19035 0 12667 0 228904 0 0 0 NICOLE M MASON VICE PRESIDENT, MARKETING 181999 0 20120 0 2555 0 5735 0 13937 0 224346 0 0 0 ELISA I LEARY SVP, PEOPLE & CULTURE 188324 0 17750 0 0 0 14331 0 50 0 220455 0 0 0 PART I, LINE 4A IRIS S. HENRIES RECEIVED $113,595 SEVERANCE PAY. 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 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. 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 APPROVAL OF THE RECOMMENDED SALARIES IS DOCUMENTED IN THE MINUTES. 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 2,655,599. MANAGEMENT AND GENERAL EXPENSES 932,878. FUNDRAISING EXPENSES 95,164. TOTAL EXPENSES 3,683,641. 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 2146006 5054944 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 896685 FMV CATALYST EUROPE AG O 53950 FMV CATALYST CANADA INC E 4648250 FMV CATALYST CANADA INC O 56170 FMV CATALYST AUSTRALIA WOMEN RESEARCH AND CONSULTING LTD D 66988 FMV