2026-06-03T10:20:53-05:00 2025-08-31 873707167 CBIZ ADVISORS LLC 685 THIRD AVENUE NEW YORK NY 10017 990 2024-09-01 131992402 CATALYST INC CATA 2125147600 120 WALL STREET 1606 NEW YORK NY 10005 JENNIFER MCCOLLUM PRESIDENT & CEO 2125147600 2026-05-26 1 0 AARON FOX P01365820 2125038800 2026-05-26 2024 2025-03-06 01:10:19Z JENNIFER MCCOLLUM 120 WALL STREET 1606 NEW YORK NY 10005 31885013 0 X WWW.CATALYST.ORG X 1962 OH ACCELERATE PROGRESS FOR WOMEN THROUGH WORKPLACE INCLUSION. 38 37 113 37 0 0 12641769 10458822 4219929 3226689 938966 1853034 -34087 -10417 17766577 15528128 0 0 0 0 15604877 14181472 0 0 2518285 8393706 7441880 23998583 21623352 -6232006 -6095224 46143807 43948776 15177446 18747842 30966361 25200934 X CATALYST IS THE LEADING NONPROFIT ORGANIZATION WITH A MISSION TO ACCELERATE PROGRESS FOR WOMEN THROUGH WORKPLACE INCLUSION. 0 0 4560169 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 COMPANIES 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. 3591709 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. 2123147 NATIONAL EDUCATION NATIONAL EDUCATION FOSTERS AWARENESS AND INFORMS DECISION MAKERS OF THE CHANGING ROLE AND NEEDS OF WOMEN IN THE WORKPLACE BY PROMOTING CATALYST'S MISSION OF ADVANCING WOMEN IN BUSINESS AND THE PROFESSIONS, CATALYST'S RESEARCH, AND SERVICES. NATIONAL EDUCATION ALSO INCLUDES THE EXECUTION OF STRATEGIC PLANS TO EXPAND THE REACH OF CATALYST'S MISSION IN THE NORTH AMERICAN, EUROPEAN AND ASIAN BUSINESS COMMUNITIES. 4644148 3226689 ALL OTHER PROGRAMS:EVENTS, STRATEGIC SOLUTIONS, AND INFORMATION CENTER SERVICES. 4644148 3226689 14919173 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 54 0 1 113 1 0 1 AS CA SZ 0 0 0 1 1 0 0 0 0 0 0 X 38 37 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 NY NJ CA AL AR CO CT DC FL GA IL KY MD MA MI MN MS NC OR OH RI PA VA TN SC WA WI X JENNIFER MCCOLLUM PRESIDENT & CEO 2125147600 120 WALL STREET STE 1606 NEW YORK NY 10005 BALKRISHAN KALRA 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 FEIKE SIJBESMA DIRECTOR 1.00 X 0 0 0 GERALD LEMA DIRECTOR 1.00 X 0 0 0 HELEN CANTWELL DIRECTOR 1.00 X 0 0 0 ILHAM KADRI 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 JENNIFER MCCOLLUM PRESIDENT & CEO 40.00 X X 658774 0 12343 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 JULIE BOLAND DIRECTOR 1.00 X 0 0 0 JULIE SWEET DIRECTOR 1.00 X 0 0 0 KATE BARTON DIRECTOR 1.00 X 0 0 0 KATHY WARDEN CHAIR 1.00 X X 0 0 0 KIRT WALKER DIRECTOR 1.00 X 0 0 0 KRISTIN PECK DIRECTOR 1.00 X 0 0 0 LORRAINE HARITON PRESIDENT & CEO (FORMER) 0.00 X X 533912 0 35760 LYNN MARTIN DIRECTOR 1.00 X 0 0 0 MARY BETH HOGAN ESQ SECRETARY (OUTGOING) 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 SHELLYE ARCHAMBEAU DIRECTOR 1.00 X 0 0 0 SOPHIE BELLON DIRECTOR 1.00 X 0 0 0 STACY JANIAK DIRECTOR 1.00 X 0 0 0 TONI TOWNES-WHITLEY DIRECTOR 1.00 X 0 0 0 EMILY ZUCKERMAN GENERAL COUNSEL, CCO 35.00 X 203465 0 25652 HEATHER FOUST CUMMINGS CHIEF RESEARCH & DEVELOPMENT 35.00 X 362413 0 25978 JED SEKLOWITZ CHIEF MARKETING OFFICER 35.00 X 179494 0 40759 LEELA WILSON CHIEF REVENUE OFFICER 35.00 X 315636 0 82927 STACEY BAIN CHIEF OPERATING OFFICER 35.00 X 357955 0 85671 ELISA I LEARY SVP, PEOPLE & CULTURE 35.00 X 234955 0 24186 EMILY ROWNEY HEAD OF PRODUCT MANAGEMENT 35.00 X 193286 0 26924 JAMES MBASSA VP, INFORMATION TECHNOLOGY 35.00 X 218322 0 54307 JULIE WIEDENHEFT SVP, GLOBAL CORP. SERV. & COMMUNITY 35.00 X 283324 0 53186 KELLY MONTES EXECUTIVE DIRECTOR 35.00 X 176893 0 38234 3718429 0 505927 51 0 1 0 MMG EARTH LLC 1507 EAST 53RD STREET 276 CHICAGO IL 60615 WEBSITE DEVELOPMENT 470000 SOLNSOFT LLC XCENTIUM 2 VENTURE SUITE 450 IRVINE CA 92618 WEBSITE DEVELOPMENT 433039 ALCHEMER LLC 168 CENTENNIAL PARKWAY UNIT 250 LOUISVILLE CO 80027 SURVEYS AND DATA COLLECTION SERVICES 150365 STEPHANIE WOLF 260 18TH STREET 1 BROOKLYN NY 11215 PROFESSIONAL SERVICES 148337 NICOLE FAULISE 756 WESTMORELAND AVE SYRACUSE NY 13210 PROFESSIONAL SERVICES 130720 8 1633110 8825712 10458822 CONFERENCE REVENUE 900099 1377516 1377516 MARC LEADERS COHORT/WORKSHOPS 900099 917750 917750 LEI WORKSHOPS AND SITE LICENSE 900099 517601 517601 ADVISORY SERVICES 900099 284521 284521 OTHER 900099 129301 129301 3226689 758131 758131 17117478 16022575 1094903 1094903 1094903 324000 1633110 334310 -10310 -10310 FOREIGN GAIN/LOSS 900099 -107 -107 -107 15528128 3226689 0 1842617 X 2663932 2256515 407417 7623988 4392392 1917512 1314084 546423 341355 120360 84708 2473303 1542127 588702 342474 873826 560266 199222 114338 163988 163988 2222379 2065971 90801 65607 415843 400089 7546 8208 1823959 1331029 273655 219275 405475 229211 96420 79844 266000 202424 35831 27745 31211 23751 4204 3256 109133 62206 25646 21281 801585 543037 142279 116269 121709 65397 29652 26660 EVENT EXPENSE 611017 611017 LOSS ON DISPOSAL OF ASS 291743 172420 62462 56861 SUBSCRIPTIONS & DUES 124607 88064 8964 27579 TRANSACTION FEES 21263 11425 5180 4658 31968 20477 6053 5438 21623352 14919173 4185894 2518285 722527 1081466 3773357 1397595 5004133 3425776 426810 326320 829041 777509 8223480 3785268 2051821 4438212 26730565 21501202 6605553 11000696 46143807 43948776 1937435 1493375 946211 639551 12293800 16614916 15177446 18747842 X 19906408 17081631 11059953 8119303 30966361 25200934 46143807 43948776 X -6095224 -46008 375805 X X 0 1 X 1 0 X 13090396 16944443 14334127 12641769 10458822 67469557 13090396 16944443 14334127 12641769 10458822 67469557 901921 66567636 363249 472551 707701 936362 758131 3237994 70707551 22386064 0.94150 0.90470 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 18348731 142867 1360312 1000000 18851910 15680737 120924 2547070 18348731 9477864 6202873 15680737 12717794 -3239930 9477864 13023302 694492 1000000 12717794 0.00000 1.00000 0.00000 1 0 6167409 2022156 4145253 1441862 1364419 77443 614209 398693 215516 4438212 OTHER ASSETS 1885 DUE FROM AFFILIATES 5059920 RESTRICTED DEPOSIT 112086 RIGHT-OF-USE ASSET - OPERATING LEASE 5826805 11000696 DUE TO AFFILIATES 10929738 LEASE LIABILITY 5685178 16614916 X 20659237 -46008 623829 4553181 5131002 15528235 -107 -107 15528128 26619234 623829 4372053 4995882 21623352 0 21623352 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, 2025 AND 2024. 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, 2025 AND 2024. PART X, LINE 2: CATALYST INC. BELIEVES THAT IT HAS NO UNCERTAIN TAX POSITIONS AS OF AUGUST 31, 2025 AND 2024 IN ACCORDANCE WITH FASB 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 4,177,376. GAIN ON LEASE MODIFICATION 375,805. PART XI, LINE 4B - OTHER ADJUSTMENTS: FOREIGN LOSS NETTED WITH EXPENSES -107. PART XII, LINE 2D - OTHER ADJUSTMENTS: RELATED ENTITIES' EXPENSES 4,371,946. FOREIGN LOSS REPORTED IN THE STATEMENT OF REVENUE 107. CATALYST AWARDS 1957110 1633110 324000 334310 1957110 1633110 324000 334310 334310 -10310 X X 1 0 0 0 0 0 0 0 0 JENNIFER MCCOLLUM PRESIDENT & CEO 658774 0 0 0 0 0 0 0 12343 0 671117 0 0 0 LORRAINE HARITON PRESIDENT & CEO (FORMER) 194615 0 0 0 339297 0 19462 0 16298 0 569672 0 0 0 STACEY BAIN CHIEF OPERATING OFFICER 357955 0 0 0 0 0 32436 0 53235 0 443626 0 0 0 LEELA WILSON CHIEF REVENUE OFFICER 315636 0 0 0 0 0 27999 0 54928 0 398563 0 0 0 HEATHER FOUST CUMMINGS CHIEF RESEARCH & DEVELOPMENT 230009 0 0 0 132404 0 23271 0 2707 0 388391 0 0 0 JULIE WIEDENHEFT SVP, GLOBAL CORP. SERV. & COMMUNITY 198516 0 0 0 84808 0 15023 0 38163 0 336510 0 0 0 JAMES MBASSA VP, INFORMATION TECHNOLOGY 218322 0 0 0 0 0 20025 0 34282 0 272629 0 0 0 ELISA I LEARY SVP, PEOPLE & CULTURE 234955 0 0 0 0 0 23499 0 687 0 259141 0 0 0 EMILY ZUCKERMAN GENERAL COUNSEL, CCO 203465 0 0 0 0 0 20700 0 4952 0 229117 0 0 0 JED SEKLOWITZ CHIEF MARKETING OFFICER 179494 0 0 0 0 0 0 0 40759 0 220253 0 0 0 EMILY ROWNEY HEAD OF PRODUCT MANAGEMENT 193286 0 0 0 0 0 4200 0 22724 0 220210 0 0 0 KELLY MONTES EXECUTIVE DIRECTOR 176893 0 0 0 0 0 16230 0 22004 0 215127 0 0 0 PART I, LINE 4A LORRAINE HARITON, PRESIDENT & CEO (FORMER) RECEIVED SEVERANCE PAYMENTS OF $343,376, REPORTED IN COLUMN B(III). IN ADDITION, HEATHER FOUST CUMMINGS, CHIEF RESEARCH & DEVELOPMENT OFFICER AND JULIE WIEDENHEFT, SR. VP, GLOBAL CORPORATE SERVICES & COMMUNITY, RECEIVED SEVERANCE PAYMENTS OF $132,404 AND $84,808 RESPECTIVELY, AND THEY ARE REPORTED IN COLUMN B(III). 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. THE AUDIT AND RISK COMMITTEE REVIEWS THE COI DISCLOSURES ON AN ANNUAL BASIS. 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 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. FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 1,958,005. MANAGEMENT AND GENERAL EXPENSES 41,848. FUNDRAISING EXPENSES 21,592. TOTAL EXPENSES 2,021,445. RECRUITMENT FEES: PROGRAM SERVICE EXPENSES 74,793. MANAGEMENT AND GENERAL EXPENSES 33,912. FUNDRAISING EXPENSES 30,491. TOTAL EXPENSES 139,196. PAYROLL FEES: PROGRAM SERVICE EXPENSES 33,173. MANAGEMENT AND GENERAL EXPENSES 15,041. FUNDRAISING EXPENSES 13,524. TOTAL EXPENSES 61,738. FORM 990 PART XII LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. FORM 990 PART XI, LINE 9: DURING THE YEAR, THE ORGANIZATION RECOGNIZED A GAIN OF $375,805 RELATED TO A LEASE MODIFICATION. 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 1710323 4661326 1.00000 1 0 0 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 CATALYST EUROPE AG F 1651163 FMV CATALYST EUROPE AG G 4665059 FMV CATALYST EUROPE AG E 757732 FMV CATALYST EUROPE AG O 172439 FMV CATALYST CANADA INC E 5153481 FMV CATALYST CANADA INC O 517316 FMV CATALYST AUSTRALIA WOMEN RESEARCH AND CONSULTING LTD D 73482 FMV