2024-03-09T09:20:59-07:00 2023-12-31 990 2023-01-01 454956464 INSTITUTE FOR ZEN LEADERSHIP INST 6085712445 2540 E Mifflin St Madison WI 53704 Virginia Whitelaw President 5404202269 2024-03-09 Virginia Whitelaw 999009999 1 1 11 0 AAL2 2023 2023-04-26 12:10:37Z Institute for Zen Leadership Virginia Whitelaw 1029 Park Rd Crownsville MD 21032 169941 0 X https://zenleader.global/ X 2012 WI To combine Zen meditation and leadership training in order to develop wiser, more resilient leaders who can create healing and thriving in their relationships, organizations, and society. To foster Zen training and develop further instructors of Zen Leadership. 7 6 3 15 0 0 172042 68557 114304 100975 21520 0 274 -804 308140 168728 5900 15500 0 0 153335 134043 0 0 14924 87788 36358 247023 185901 61117 -17173 142429 122276 7715 5812 134714 116464 X To combine Zen meditation and leadership training in order to develop wiser, more resilient leaders who can create healing and thriving in their relationships, organizations, and society. To foster Zen training and develop further instructors of Zen Leadership. 0 0 43120 3000 38906 In 2023, the Institute delivered 7 multi-day leadership programs serving 91 people, including the Healthy Embodied Agile Leadership program for those in healthcare and the full Zen Leadership curriculum. We offered 49 full or partial scholarships to these programs, having a total value of $21184. One program was delivered in person with the remainder delivered online. All programs were open enrollment. Additionally, IZL faculty presented at 11 other programs, online summits and conferences with thousands of attendees. The Institute's President continued to raise visibility of IZL's programs as a regular contributor to Forbes.com with a reach of tens of thousands. 52223 10500 31353 We successfully delivered a global online summit: One Earth, One Health, One With - a leadership summit for people, planet and the future on April 20-26, 2023. The bulk of the funding for the summit came through grants received and reported in 2022. The summit explored the impacts of climate change on health, helped leaders find what they can do to create more healing in these times, and resourced them to do the work. We also received a grant in 2023 to do another online summit on Living and Leading with Deep Resilience in 2024. 40861 800 30716 The FEBI mind-body personality instrument was used throughout our programs, and our FEBI Operations Manager supported over 200 certified coaches, selling more than 550 licenses. In addition, 10 new coaches were certified and we continued offering a new introductory program called FEBI-4U. 0 0 0 136204 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 2 0 1 3 1 0 0 0 0 1 1 1 1 0 0 0 1 0 0 0 0 X 7 6 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 MD NY WI X Emily Alpert 4437109200 43-34 49th St Apt 6C Long Island City NY 11104 Virginia Whitelaw President and Treasurer 50 0 X 49187 0 0 Robert Caron Director 5 0 X 0 0 0 Kate Watters Chairperson 10 0 X 0 0 0 Gordon Greene Director 5 0 X 0 0 0 Cynthia Haq Director 5 0 X 0 0 0 Kristi Crymes Vice President 5 0 X 0 0 0 Cristina Nakano Director, Secretary 5 0 X 0 0 0 49187 0 0 0 0 0 0 0 0 0 0 0 0 68557 0 68557 Zen Leadership and HEAL Programs 611430 38906 38906 0 0 One Earth, One Health, One With Summit 611430 31353 31353 0 0 FEBI programs and revenue 611430 30716 30716 0 0 0 0 0 0 100975 0 0 0 0 0 409 1213 -804 -804 0 0 0 168728 100171 0 0 13000 13000 2500 2500 0 0 0 0 49187 34431 9837 4919 0 0 0 0 74303 52012 14861 7430 1050 735 210 105 56 0 56 0 9447 6613 1889 945 6244 6244 0 0 0 0 0 0 4554 0 4554 0 0 0 0 0 0 0 0 0 0 0 4072 4072 0 0 10651 7461 2124 1066 4589 3212 918 459 1089 1089 0 0 4835 4835 0 0 324 0 324 0 185901 136204 34773 14924 137836 120406 4593 1870 0 0 142429 122276 4423 1471 3292 4341 7715 5812 X 106384 116464 28330 0 134714 116464 142429 122276 X -17173 0 0 0 0 -1077 X 1 X 0 0 0 X 68806 79542 57146 172042 99588 477124 121118 148345 108025 136098 69140 582726 189924 227887 165171 308140 168728 1059850 1059850 189924 227887 165171 308140 168728 1059850 1 1 0 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED Payroll Liabilities 4336 WI Sales Tax Payable 5 4341 1 Chosei Zen 2540 E Mifflin St Madison WI 53705 391612948 501(c) 3 10000 0 accounting records Chosei Zen is a 501(c)3 church that provides Zen meditation training in support of developing instructors for and alumni of the Institute for Zen Leadership (IZL) programs. 1 0 Schedule I, Part I, Line 2 Chosei Zen is a 501(c)3 church that is informally a sister organization to the Institute for Zen Leadership (IZL), providing Zen meditation training that supports the development of IZL instructors and alumni of IZL programs. One IZL Board member also serves on the Chosei Zen Board of Directors and has a direct line of sight and budget approval on how funds allocated to Chosei Zen are used. X 1 30716 sales 1 0 1 0 Form 990, Part III, Line 2 We hosted an annual summit in April, 2023 on Zen leadership, climate change and health. Funding for this summit came from grants reported on our Form 990 in 2022. Form 990, Part VI, Section B, Line 11b The completed 990 is shared with all board members via upload to a shared drive and all board members are notified that it is available for review. The Board Chair and President are required to review and approve it. Form 990, Part VI, Section B, Line 12c The organization's conflict of interest policy is sent to all board members annually and they are required to complete and sign a declaration reporting any conflicts of interest. Form 990, Part VI, Section C, Line 19 Financial statements in the form of the previous year's Form 990 are uploaded to and available on Guidestar, where IZL maintains a platinum (highest) rating for transparency. Other governing documents and the conflict of interest policy are available on request. Form 990, Part XI, Line 9 The Balance sheet on which the 2022 Form 990 was based showed an Accounts Receivable of $4593, however $1077 was never collected (i.e., later refunded). The corrected A/R for 2022 is $3516, and the difference of 1077 is shown here.