LEAN ENTERPRISE INSTITUTE INC

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1997

Legal Domicile

Principal Officer

JOSHUA HOWELL

Phone

6178712900

Tax Period

2023-01-01 to 2023-12-31

LEAN ENTERPRISE INSTITUTE INC, founded in 1997, is a community nonprofit in the Community Improvement sector that reported $7.2M in total revenue in fiscal year 2023.

Mission

TO PROMOTE THE WIDESPREAD ADOPTION OF A SET OF IDEAS KNOWN AS LEAN THINKING.

Program Service Accomplishments

Program 1

Expenses: $1,164,702 Revenue: $1,906,522

LEAN WORKSHOPS - THE INSTITUTE'S WORKSHOPS DELIVER PRACTICAL AND COMPREHENSIVE CONTENT ABOUT THE KEY ELEMENTS OF LEAN KNOWLEDGE AND HOW TO IMPLEMENT THEM.

Program 2

Expenses: $1,379,400 Revenue: $1,009,637

LEAN PUBLICATIONS - SALES OF LEI WORKBOOKS, REFERENCE BOOKS THAT EXPLAIN THE ROOTS OF LEAN AND RELATED PRODUCTS THAT SUPPORT THE IMPLEMENTATION OF LEAN.

Program 3

Expenses: $3,985,975 Revenue: $3,373,891

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 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.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $650

Program Service Revenue $7,149,331

Investment Income $15,248

Other Revenue $12,859

TOTAL REVENUE $7,178,088

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,584,855

Fundraising Expenses $0

Program Expenses $6,888,456

Other Expenses $5,153,527

TOTAL EXPENSES $7,738,382

Year-over-Year Comparison

	2023	2022	Change
Revenue	$7,178,088	$7,052,473	+0.0%
Expenses	$7,738,382	$7,867,204	0.0%
Net Income	$-560,294	$-814,731	-0.3%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

N/A

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$1,308,068

Total Directors

$685,173

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RACHNA SHAH	DIRECTOR (SINCE OCT '23)	1.00	Director	$0	$0	$0
PEG PENNINGTON	DIRECTOR (SINCE OCT '23)	1.00	Director	$0	$0	$0
TOM PAIDER	DIRECTOR (SINCE OCT '23)	1.00	Director	$0	$0	$0
CESAR GON	DIRECTOR	1.00	Director	$0	$0	$0
JOSE FERRO	DIRECTOR	1.00	Director	$0	$0	$0
LISA YERIAN	DIRECTOR	1.00	Director	$0	$0	$0
KIAME MAHONIAH	DIRECTOR (UNTIL JUNE '23)	1.00	Director	$0	$0	$0
ADRIENNE TRIMBLE	DIRECTOR	1.00	Director	$0	$0	$0
NIGEL DALTON	DIRECTOR	1.00	Director	$0	$0	$0
JAMES P WOMACK	DIRECTOR	1.00	Director	$1,251	$0	$1,251
JOSHUA HOWELL	PRESIDENT & EXECUTIVE TEAM	40.00	Officer Director	$284,316	$37,008	$321,324
PETER WARD	CHAIRMAN	1.00	Officer Director	$0	$0	$0
LARA ANDERSON	ED PARTNERSHIPS (TREAS SINCE JUL'23)	40.00	Officer Director	$168,908	$32,392	$201,300
RACHEL REGAN	ED-EVENTS/(CLERK SINCE JUL'23)	40.00	Officer Director	$161,298	$0	$161,298
MATT SAVAS	DIRECTOR OF CONTENT	40.00	Officer	$182,451	$25,289	$207,740
KAREN GAUDET	SENIOR COACH	40.00	Officer	$375,741	$40,665	$416,406
BRYANT SANDERS	SENIOR COACH	40.00	Highest	$284,316	$9,380	$293,696
MARK REICH	SENIOR COACH	40.00	Highest	$334,649	$31,377	$366,026
JENNI HURNER	PROGRAM MGR, PARTNERSHIPS	1.00	Highest	$117,875	$14,426	$132,301
LORI MONIZ	GRAPHIC ARTIST/WEB MGR	1.00	Highest	$111,597	$21,106	$132,703
TAMMY WILKINS	DIRECTOR OF ADMINISTRATION	1.00	Highest	$137,465	$5,007	$142,472

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	$7,178,088	$7,738,382	$2,982,738	$-560,294
2022	$7,052,473	$7,867,204	$3,751,454	$-814,731
2021	$5,746,296	$5,560,195	$4,353,748	$186,101
2020	$5,221,170	$5,785,259	$4,011,209	$-564,089
2019	$9,841,577	$10,319,773	$3,569,855	$-478,196