Nonprofit · EIN 04-3382623
LEAN ENTERPRISE INSTITUTE INC
Tax-exempt · BOSTON, MA 02116
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $7,239,853 | $7,365,631 | -$125,778 | $3,087,005 | $1,706,448 | $1,380,557 |
| December 31, 2023 | 990 | $7,178,088 | $7,738,382 | -$560,294 | $2,982,738 | $1,556,138 | $1,426,600 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $6,408,154
- Investment income
- $21,554
- Royalties
- $1,072
- Net income from sales of inventory
- $797,315
- Other revenue
- $810,145
Expenses
- Grants and similar amounts paid
- $10,000
- Compensation of officers, directors and key employees
- $1,516,213
- Other salaries and wages
- $388,536
- Salaries, compensation and benefits (total)
- $2,209,454
- Professional fundraising fees
- $0
- Legal fees
- $61,810
- Accounting fees
- $138,786
- Travel
- $43,105
- Depreciation
- $6,500
- Program services (functional)
- $6,901,487
- Management and general (functional)
- $464,144
Balance sheet and other
- Total assets, start of year
- $2,982,738
- Total assets, end of year
- $3,087,005
- Total liabilities, end of year
- $1,706,448
- Net assets, end of year
- $1,380,557
- Publicly traded securities
- $142,112
- Net assets without donor restrictions
- $1,380,557
- Gross receipts
- $7,425,637
- Employees
- 14
- Volunteers
- 13
- Year formed
- 1997
- State of legal domicile
- MA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| KAREN GAUDET | SENIOR COACH Officer | 40 | $409,559 | $56,700 |
| MARK REICH | SENIOR COACH & CHIEF ENGINEER, STRATEGY Highest-paid employee | 40 | $358,371 | $37,751 |
| JOSHUA HOWELL | PRESIDENT & EXECUTIVE TEAM Trustee or director, Officer | 40 | $311,816 | $58,041 |
| LARA ANDERSON | ED PARTNERSHIPS/BOARD TREASURER Trustee or director, Officer | 40 | $187,981 | $50,071 |
| MATTHEW SAVAS | DIRECTOR, CONTENT Officer | 40 | $187,959 | $39,334 |
| RACHEL REGAN | ED-EVENTS/BOARD CLERK Trustee or director, Officer | 40 | $173,150 | $18,991 |
| LORY MONIZ | GRAPHIC ARTIST/WEB MGR Highest-paid employee | 1 | $120,785 | $35,153 |
| JENNIFER HURNER | PROGRAM MGR, PARTNERSHIPS Highest-paid employee | 1 | $118,042 | $21,185 |
| ANNE MOLA | DIRECTOR OF FINANCE & HR Highest-paid employee | 1 | $134,188 | $1,306 |
| MASIA GOODMAN | DIRECTOR OF ONLINE LEARNING Highest-paid employee | 1 | $120,852 | $6,398 |
| JAMES P WOMACK | DIRECTOR Trustee or director | 1 | $22,610 | $0 |
| PETER WARD | CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 |
| JOSE FERRO | DIRECTOR Trustee or director | 1 | $0 | $0 |
| LISA YERIAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CESAR GON | DIRECTOR Trustee or director | 1 | $0 | $0 |
5 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| NIGEL DALTON | DIRECTOR Trustee or director | 1 | $0 |
| ADRIENNE TRIMBLE | DIRECTOR Trustee or director | 1 | $0 |
| RACHNA SHAH | DIRECTOR Trustee or director | 1 | $0 |
| PEG PENNINGTON | DIRECTOR Trustee or director | 1 | $0 |
| TOM PAIDER | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 21 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| KAREN GAUDET | SENIOR COACH Officer | 40 | $375,741 | $40,665 |
| MARK REICH | SENIOR COACH Highest-paid employee | 40 | $334,649 | $31,377 |
| JOSHUA HOWELL | PRESIDENT & EXECUTIVE TEAM Trustee or director, Officer | 40 | $284,316 | $37,008 |
| BRYANT SANDERS | SENIOR COACH Highest-paid employee | 40 | $284,316 | $9,380 |
| MATT SAVAS | DIRECTOR OF CONTENT Officer | 40 | $182,451 | $25,289 |
| LARA ANDERSON | ED PARTNERSHIPS (TREAS SINCE JUL'23) Trustee or director, Officer | 40 | $168,908 | $32,392 |
| RACHEL REGAN | ED-EVENTS/(CLERK SINCE JUL'23) Trustee or director, Officer | 40 | $161,298 | $0 |
| TAMMY WILKINS | DIRECTOR OF ADMINISTRATION Highest-paid employee | 1 | $137,465 | $5,007 |
| LORI MONIZ | GRAPHIC ARTIST/WEB MGR Highest-paid employee | 1 | $111,597 | $21,106 |
| JENNI HURNER | PROGRAM MGR, PARTNERSHIPS Highest-paid employee | 1 | $117,875 | $14,426 |
| JAMES P WOMACK | DIRECTOR Trustee or director | 1 | $1,251 | $0 |
| RACHNA SHAH | DIRECTOR (SINCE OCT '23) Trustee or director | 1 | $0 | $0 |
| PEG PENNINGTON | DIRECTOR (SINCE OCT '23) Trustee or director | 1 | $0 | $0 |
| TOM PAIDER | DIRECTOR (SINCE OCT '23) Trustee or director | 1 | $0 | $0 |
| CESAR GON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JOSE FERRO | DIRECTOR Trustee or director | 1 | $0 | $0 |
| LISA YERIAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KIAME MAHONIAH | DIRECTOR (UNTIL JUNE '23) Trustee or director | 1 | $0 | $0 |
| ADRIENNE TRIMBLE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| NIGEL DALTON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| PETER WARD | CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 867 BOYLSTON ST FL 5, BOSTON, MA 02116-2774
- Principal officer (990 for 2024)
- JOSHUA HOWELL, 867 BOYLSTON STREET 5TH FLOOR, BOSTON, MA 02116
- Signed the 990
- JOSHUA HOWELL, PRESIDENT
- Phone
- (617) 871-2900
- Website
- WWW.LEAN.ORG
- Return prepared by
- BAKER TILLY ADVISORY GROUP LP
Mission
TO PROMOTE THE WIDESPREAD ADOPTION OF A SET OF IDEAS KNOWN AS LEAN THINKING.
Program accomplishments
- CO-LEARNING PARTNERS - INSTITUTE PERSONNEL WORK WITH ORGANIZATIONS DESIRING TO SUPPORT THE INSTITUTE'S NON-PROFIT, EDUCATION AND RESEARCH MISSION BY PARTICIPATING IN LEADERSHIP DEVELOPMENT AND CO-LEARNING ACTIVITIES AS PART OF THE ORGANIZATION'S LEARNING AND IMPROVEMENT STRATEGY. TYPICALLY THE CO-LEARNING PARTNERSHIP CONSIST OF ACTIVITIES IN FIVE CORE AREAS: 1) EXECUTIVE LEADERSHIP ENGAGEMENT; 2) TRAINING AND CAPABILITY DEVELOPMENT; 3) CO-LEARNING PROJECTS OR EXPERIMENTS; 4) INTERACTION WITH LEI PARTNERS AND THE LEI COMMUNITY; AND 5) DOCUMENTATION AND RESEARCH.Expenses $4,041,278 · revenue $3,597,027
- LEAN EVENTS - EVENTS HIGHLIGHTING ORGANIZATIONS THAT HAVE SUSTAINED THE LEAN JOURNEY WHICH IS DESIGNED TO INTEGRATE VALUE STREAMS TO CREATE PULL FOR THE INSTITUTE'S OFFERINGS.SPEAKINGS AND ASSESSMENTS - INSTITUTE PERSONNEL SPEAK AND TEACH AT CONFERENCES AND EVENTS ON THE TOP OF LEAN THINKING.Expenses $1,643,277 · revenue $846,492
- LEAN PUBLICATIONS - SALES OF LEI WORKBOOKS, REFERENCE BOOKS THAT EXPLAIN THE ROOTS OF LEAN AND RELATED PRODUCTS THAT SUPPORT THE IMPLEMENTATION OF LEAN.Expenses $700,280 · revenue $797,315
- OTHER PROGRAMS INCLUDE THE FOLLOWING -1) LEAN WORKSHOPS - THE INSTITUTE'S WORKSHOPS DELIVER PRACTICAL AND COMPREHENSIVE CONTENT ABOUT THE KEY ELEMENTS OF LEAN KNOWLEDGE AND HOW TO IMPLEMENT THEM.2) PHILANTHROPY - THE ORGANIZATION MADE A CONTRIBUTION TO THE JAMES P. WOMACK SCHOLARSHIP & PHILANTHROPY FUND (THE JPW FUND) AT OAKLAND UNIVERSITY.Expenses $516,652 · grants $10,000 · revenue $1,964,635
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 04-3382623
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1998
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Community improvement and capacity building (S410)
- Assets (IRS master file)
- $3,087,005
- Income (IRS master file)
- $7,425,637
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $7,239,853 | $7,365,631 | $3,087,005 | XML |
| 990 | December 2023 | $7,178,088 | $7,738,382 | $2,982,738 | XML |
| 990 | December 2022 | $7,052,473 | $7,867,204 | $3,751,454 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 04-3382623).
Questions about LEAN ENTERPRISE INSTITUTE INC
- What is the EIN of LEAN ENTERPRISE INSTITUTE INC?
- The employer identification number (EIN) of LEAN ENTERPRISE INSTITUTE INC is 04-3382623.
- Is LEAN ENTERPRISE INSTITUTE INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
- Are donations to LEAN ENTERPRISE INSTITUTE INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does LEAN ENTERPRISE INSTITUTE INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of LEAN ENTERPRISE INSTITUTE INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LEAN ENTERPRISE INSTITUTE INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of LEAN ENTERPRISE INSTITUTE INC?
- The 990 for the year ended December 31, 2024 names JOSHUA HOWELL.
- Who are the officers and directors of LEAN ENTERPRISE INSTITUTE INC?
- The 990 for the year ended December 31, 2024 lists 20 people; 11 received compensation from the organization, the highest $409,559 (KAREN GAUDET, SENIOR COACH).
- How much revenue does LEAN ENTERPRISE INSTITUTE INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $7,239,853, expenses of $7,365,631 and total assets of $3,087,005 at year end.
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