2024-09-11T16:17:25-05:00 2023-12-31 111986323 MARCUM LLP 1899 L STREET NW SUITE 850 WASHINGTON DC 20036 990 2023-01-01 521856624 THE W EDWARDS DEMING INSTITUTE WEDW 3104878137 2804 E HARD ROCK DRIVE BOISE ID 83712 KEVIN EDWARDS CAHILL PRESIDENT AND EXECUTIVE DIRECTOR 3104878137 2024-09-11 1 0 AARON M FOX P01365820 2022274000 2024-09-11 2023 2024-08-08 14:25:15Z X KEVIN EDWARDS CAHILL 2804 E HARD ROCK DRIVE BOISE ID 83712 1865360 0 X WWW.DEMING.ORG X 1993 DC THE AIM OF THE DEMING INSTITUTE IS TO ENRICH SOCIETY THROUGH THE DEMING PHILOSOPHY. DR. W. EDWARDS DEMING'S LEADERSHIP PHILOSOPHY IS A HOLISTIC APPROACH TO WORK AND LIFE. WE HONOR DR. DEMING'S LEGACY BY CONTINUING HIS WORK OF TRANSFORMING INDIVIDUALS, BUSINESSES, GOVERNMENT AGENCIES, SCHOOLS, AND NONPROFIT ORGANIZATIONS. WE GENERATE OPTIMISM, ENCOURAGE EVOLUTION, AND CULTIVATE JOY IN LEARNING AND WORK. 9 8 5 45 0 0 819556 914785 174299 174822 12558 46305 17356 15986 1023769 1151898 6799 15826 0 0 356292 572771 0 0 111421 575552 613511 938643 1202108 85126 -50210 1344095 1357549 19275 12711 1324820 1344838 X THE AIM OF THE DEMING INSTITUTE IS TO ENRICH SOCIETY THROUGH THE DEMING PHILOSOPHY. DEMING IS A TIMELESS, COLLABORATIVE LEADERSHIP APPROACH THAT ENABLES ORGANIZATIONS AND INDIVIDUALS TO CONTINUALLY IMPROVE, WITH THE AIM FOR EVERYONE TO WIN. FOR MORE THAN 30 YEARS, THE INSTITUTE HAS EQUIPPED PEOPLE WITH A UNIQUE LENS THROUGH WHICH GREAT TRANSFORMATIONS ARE MADE. OUR RESOURCES AND NETWORK OF PARTNERS SUPPORT PEOPLE IN TAKING BOLD ACTION TO COUNTERACT THE NEGATIVE IMPACTS OF THE TRADITIONAL COMMAND-AND-CONTROL MANAGEMENT STYLE. THE INSTITUTE HELPS LEADERS, MANAGERS, EDUCATION PROFESSIONALS, AND OTHERS USE THE DEMING SYSTEM OF PROFOUND KNOWLEDGE (SOPK) TO UNDERSTAND THEIR ORGANIZATION AS A SYSTEM, LEARN TO APPRECIATE VARIATION AND USE DATA, UNDERSTAND BASIC PSYCHOLOGY TO CREATE A SUPPORTIVE ENVIRONMENT AND GAIN NEW INSIGHTS BY USING KNOWLEDGE, NOT JUST INFORMATION. OUR VISION IS FOR THE SYSTEM OF PROFOUND KNOWLEDGE TO BE THE STANDARD LENS PEOPLE USE TO UNDERSTAND AND IMPROVE THE WORLD. 0 0 770769 15826 174822 THE DEMING INSTITUTE HOSTED ITS ANNUAL LEADERSHIP SEMINAR IN COLUMBUS, OHIO, NEWLY REFORMATTED FOR 2-DAYS (INSTEAD OF 2.5), AND WITH GREATER INTEGRATION OF THE DEMINGNEXT ONLINE LEARNING PLATFORM TO HELP PARTICIPANTS BETTER PREPARE FOR THE LEARNING EVENT. 91 PARTICIPANTS ATTENDED, REPRESENTING A DIVERSITY OF ORGANIZATIONS AND INDUSTRIES: HEALTHCARE, EDUCATION, NONPROFITS, LUMBER INDUSTRY, ARCHITECTURE, CONSTRUCTION, AUDIO-VISUAL SERVICES, MANUFACTURING, AND FOOD SERVICE.2023 WAS THE FIRST FULL YEAR OF DEMINGNEXT ONLINE LEARNING, AFTER LAUNCHING IN APRIL 2022. THE PLATFORM CONTINUED TO GROW AND SEE STRONG ENGAGEMENT, WITH THE NUMBER OF ACTIVE USERS REACHING 256 IN MARCH 2023. 56 NEW LEARNING MODULES WERE ADDED TO DEMINGNEXT IN 2023 WHICH NOW OFFERS 334 TOTAL COURSES, INCLUDING CASE STUDIES AND INTERACTIVE MODULES. CUSTOM ORGANIZATION PORTALS HAVE BEEN BUILT FOR 17 NEW CLIENT GROUPS, INCLUDING FOUR EDUCATIONAL INSTITUTIONS, AND A THREE-YEAR PARTNERSHIP WAS SECURED WITH A LARGE BUILDING PRODUCTS COMPANY INTEGRATING DEMINGNEXT ON THEIR LEARNING MANAGEMENT SYSTEM. THE INSTITUTE AWARDED TEN SCHOLARSHIPS TO OUR 2-DAY LEADERSHIP SEMINAR IN COLUMBUS, OHIO, SOME INCLUDING TRAVEL FOR RECIPIENTS FROM AROUND THE COUNTRY. TEN SCHOLARSHIPS WERE ALSO AWARDED FOR ONE-YEAR SUBSCRIPTIONS TO DEMINGNEXT. CONTINUING TO INVEST IN OUR DEMING TEAM, THE INSTITUTE HOSTED A 2-DAY BOARD AND STAFF RETREAT FOR THE SECOND CONSECUTIVE YEAR, FOSTERING STRONGER RELATIONSHIPS, COLLABORATION, AND TEAMWORK AS WE WORK TOGETHER TO ACHIEVE THE DEMING INSTITUTE AIM. APPROXIMATELY 530 PEOPLE FROM THE US AND AROUND THE WORLD JOINED OUR EMAIL LIST IN 2023. DEMING INSTITUTE SOCIAL MEDIA ACCOUNTS HAVE GROWN TO 10,300 FOLLOWERS AND OUR YOUTUBE CHANNEL HAS MORE THAN 9,000 SUBSCRIBERS. OUR FREE LEARNING RESOURCES ADDED 12 NEW BLOG POSTS FROM GUEST CONTRIBUTORS AND 46 DEMING PODCASTS, INCLUDING EPISODES OF OUR ONGOING DEMING IN EDUCATION SERIES. 770769 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 13 0 1 5 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 8 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 AL AR CA CO CT FL GA HI IL KS KY ME MD MA MN MS MO NH NJ NM NY NC ND OH OR PA TN VA WA WV WI X KEVIN EDWARDS CAHILL 3104878137 2804 E HARD ROCK DRIVE BOISE ID 83712 KEVIN EDWARDS CAHILL PRESIDENT AND EXECUTIVE DIRECTOR 40.00 X X 151470 0 13591 DARLENE SUYEMATSU DIR. OF OPERATIONS AND PHI 40.00 X 114557 0 11024 DIANA DEMING CAHILL CHAIRMAN 1.00 X X 0 0 0 J VINCENT CAHILL VICE CHAIRMAN AND TREASURE 1.00 X X 0 0 0 STEVEN HAEDRICH SECRETARY 2.00 X X 0 0 0 KELLY ALLAN ASSOCIATE TRUSTEE 10.00 X 0 0 0 DOUG HALL ASSOCIATE TRUSTEE 2.00 X 0 0 0 PAULA MARSHALL ASSOCIATE TRUSTEE 1.00 X 0 0 0 BETH SAVAGE ASSOCIATE TRUSTEE 1.00 X 0 0 0 KEITH SPARKJOY ASSOCIATE TRUSTEE 1.00 X 0 0 0 266027 0 24615 2 0 1 0 DESERT BAY PRODUCTIONS 1042 N EL CAMINO REAL SUITE 346 ENCINITAS CA 92024 PROGRAM MEDIA SERVICES 230102 1 914785 914785 REGISTRATIONS 900099 148390 148390 PROGRAM SALES 900099 26432 26432 174822 50526 50526 15986 15986 709241 713462 -4221 -4221 -4221 1151898 174822 0 62291 X 15826 15826 165061 97386 39615 28060 324207 193295 79335 51577 46135 27472 11264 7399 37368 22205 9088 6075 12390 12390 56801 56801 10910 10910 347333 286069 49762 11502 9339 5515 2579 1245 21899 7161 13643 1095 22916 13533 6329 3054 13459 505 12954 96798 94910 1888 5975 1056 4821 98 5810 5810 STATE FILINGS 8774 5182 2423 1169 STAFF TRAINING 1107 654 306 147 1202108 770769 319918 111421 1784 100 61700 38414 15299 10215 82825 63205 23495 19620 1240017 1287400 1800 1800 1344095 1357549 19275 12711 19275 12711 X 1301602 1316868 23218 27970 1324820 1344838 1344095 1357549 -50210 70228 0 X 0 1 X 1 0 X 966425 1021545 366625 819556 914785 4088936 966425 1021545 366625 819556 914785 4088936 792910 3296026 45294 34596 32117 42338 66512 220857 4309793 744572 0.76480 0.69940 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 132534 15773 148307 152324 -19790 132534 138629 13695 152324 131570 7059 138629 113761 17809 131570 1.00000 0 0 82825 63205 19620 19620 X 1200226 70228 70228 1129998 10910 10990 21900 1151898 1180208 0 1180208 10910 10990 21900 1202108 PART V, LINE 4: THE ENDOWMENT WAS CREATED BY THE BOARD OF DIRECTORS TO ATTEMPT TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO SUPPORT THE EFFORTS OF THE DEMING INSTITUTE AND MAINTAIN FINANCIAL STABILITY SHOULD THERE BE A DOWNTURN IN THE MARKET. PART X, LINE 2: THE INSTITUTE PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS FOR THE YEAR ENDED DECEMBER 31, 2023, AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS OR THAT MAY HAVE ANY EFFECT ON ITS TAX-EXEMPT STATUS. PART XI, LINE 4B - OTHER ADJUSTMENTS: DISCOUNTED REGISTRATIONS 10,990. PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIP EXPENSE 10,990. 1 SCHOLARSHIPS 20 4836 10990 FMV DISCOUNTED REGISTRATIONS, TRAVEL, SUBSCRIPTIONS PART I, LINE 2: THE DEMING INSTITUTE SCHOLARSHIP COMMITTEE IS COMPRISED OF BOARD AND ADVISORY COMMITTEE MEMBERS AND IS RESPONSIBLE FOR APPLICATION REVIEW AND THE AWARDING OF SCHOLARSHIPS. SCHOLARSHIPS MAY COVER LEARNING EVENT REGISTRATION FEES AND TRAVEL EXPENSES, OR SUBSCRIPTIONS TO DEMINGNEXT ONLINE LEARNING. THE SCHOLARSHIP APPLICATION REVIEW AND AWARD PROCESS IS DOCUMENTED IN A FLOW DIAGRAM AND TRACKED IN THE INSTITUTE'S DATABASE. TRAVEL COSTS ARE REIMBURSED ONCE SCHOLARSHIP RECIPIENTS HAVE PROVIDED COPIES OF RECEIPTS FOR APPROVED EXPENSES. X X X X X 0 0 0 0 0 0 0 0 0 KEVIN EDWARDS CAHILL PRESIDENT AND EXECUTIVE DIRECTOR 151470 0 0 0 0 0 0 0 13591 0 165061 0 0 0 FORM 990, PART III, LINE 1 THOUSANDS OF INDIVIDUALS AND ORGANIZATIONS AROUND THE WORLD HAVE BENEFITTED FROM DEMING'S INNOVATIVE PERSPECTIVE. THEY USE TOOLS SUCH AS PLAN-DO-STUDY-ACT (PDSA), CONTROL CHARTS, PREDICTION, AND MORE TO DRIVE DOWN COSTS WHILE IMPROVING QUALITY, BOOSTING MORALE AND INCREASING REVENUE. AS PEOPLE TAKE THESE IDEAS BEYOND THE WORKPLACE, COMMUNITIES AND FAMILIES GROW STRONGER, RELATIONSHIPS DEEPEN, AND WORK-LIFE BALANCE IMPROVES. THE INSTITUTE BUILDS ENERGY FOR IMPROVEMENT BY INTRODUCING DEMING'S LEADERSHIP PHILOSOPHY TO YOUNGER GENERATIONS, DEVELOPING NEW DEMING LEADERS, AND ENSURING KNOWLEDGE TRANSITION FROM DR. DEMING'S TRUSTED COLLEAGUES. LIVE SEMINARS AND WORKSHOPS INSPIRE LEADERS TO CREATE NEW, MORE COLLABORATIVE, AND REWARDING WORKPLACES, CLASSROOMS, AND ORGANIZATIONS. DEMINGNEXT IS THE ONLY ONLINE PROGRAM FOR LEARNING AUTHENTIC DEMING PRINCIPLES WITH INTERACTIVE ACTIVITIES, VIDEOS AND ARTICLES FROM EXPERTS, CASE STUDIES, AND ARCHIVAL VIDEO OF DR. DEMING. DEMINGNEXT IS AVAILABLE ANYWHERE, ANYTIME, SERVING LEARNERS ACROSS THE GLOBE. OUR "IN THEIR OWN WORDS" PODCAST SHOWCASES DEMING'S PHILOSOPHY IN ACTION AND PROVIDES VARIED PERSPECTIVES ON THE DEMING PHILOSOPHY. THE INSTITUTE'S YOUTUBE CHANNEL HOSTS VIDEOS TO BOOST ENTHUSIASM FOR GETTING STARTED AND LEARNING MORE. THE WEBSITE (WWW.DEMING.ORG) AND OTHER RESOURCES INCREASE THE ADOPTION OF THE DEMING SYSTEM OF PROFOUND KNOWLEDGE IN OUR SCHOOLS, GOVERNMENT, NONPROFITS AND BUSINESSES OF ALL SIZES. WHEN THESE AND OTHER TEACHINGS AND PRACTICES OF SOPK ARE EMBRACED AND APPLIED, NOT ONLY DO ORGANIZATIONS IMPROVE AND THRIVE, BUT PEOPLE EXPERIENCE A GREATER SENSE OF PURPOSE, FULFILLMENT, AND JOY. WORKING TOGETHER, WITH HUMILITY, WE MAKE A DIFFERENCE IN THE QUALITY OF LIFE FOR EVERYONE. FORM 990, PART VI, SECTION A, LINE 2 DIANA DEMING CAHILL, CHAIRMAN, KEVIN EDWARDS CAHILL, PRESIDENT AND EXECUTIVE DIRECTOR, AND J. VINCENT CAHILL, VICE CHAIRMAN HAVE FAMILY RELATIONSHIPS. FORM 990, PART VI, SECTION B, LINE 11B THE FEDERAL FORM 990 IS PREPARED BY A PROFESSIONAL CPA FIRM. BEFORE FILING WITH THE INTERNAL REVENUE SERVICE, THE FORM IS PROVIDED TO DEMING INSTITUTE'S MANAGEMENT AND THE FULL BOARD OF TRUSTEES FOR THEIR REVIEW. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS REVIEWED AT THE ANNUAL BOARD OF TRUSTEES MEETING. ALL POTENTIAL CONFLICTS OF INTEREST ARE TO BE REPORTED TO THE DEMING INSTITUTE'S CHAIRMAN AND THE PRESIDENT AND EXECUTIVE DIRECTOR. THE CHAIRMAN AND THE PRESIDENT AND EXECUTIVE DIRECTOR, OR THE BOARD OF TRUSTEES WILL THEN MAKE A DECISION AS TO WHETHER THE RELATIONSHIP IS APPROPRIATE OR NOT, AND WILL TAKE APPROPRIATIVE DISCIPLINARY AND CORRECTIVE ACTION IF WARRANTED. FORM 990, PART VI, SECTION B, LINE 15A THE PROCESS FOR ESTABLISHING THE FULL COMPENSATION PACKAGE FOR THE EXECUTIVE DIRECTOR INCLUDES THE USE OF MARKET PRICING DATA FROM A COMPENSATION SURVEY. A COMPENSATION SUBCOMMITTEE OF THE BOARD OF TRUSTEES IS RESPONSIBLE FOR DETERMINING THE EXECUTIVE DIRECTOR'S COMPENSATION PACKAGE, WITH CONTEMPORANEOUS SUBSTANTIATION OF THEIR MEETING DELIBERATIONS AND DECISIONS. IN ADDITION, THE WRITTEN EMPLOYMENT CONTRACT IS REVIEWED AND APPROVED BY THE BOARD. FORM 990, PART VI, SECTION C, LINE 19 THE FEDERAL FORM 990, GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G PROGRAM MEDIA SERVICES: PROGRAM SERVICE EXPENSES 204,578. MANAGEMENT AND GENERAL EXPENSES 35,133. FUNDRAISING EXPENSES 7,774. TOTAL EXPENSES 247,485. CONSULTING: PROGRAM SERVICE EXPENSES 47,224. MANAGEMENT AND GENERAL EXPENSES 8,110. FUNDRAISING EXPENSES 1,795. TOTAL EXPENSES 57,129. DATABASE MANAGEMENT: PROGRAM SERVICE EXPENSES 27,573. MANAGEMENT AND GENERAL EXPENSES 4,736. FUNDRAISING EXPENSES 1,047. TOTAL EXPENSES 33,356. PR & COMMUNICATIONS: PROGRAM SERVICE EXPENSES 4,020. MANAGEMENT AND GENERAL EXPENSES 689. FUNDRAISING EXPENSES 154. TOTAL EXPENSES 4,863. PAYROLL PROCESSING FEES: PROGRAM SERVICE EXPENSES 2,674. MANAGEMENT AND GENERAL EXPENSES 1,094. FUNDRAISING EXPENSES 732. TOTAL EXPENSES 4,500.