Process Studies International EIN 88-3398956 Form 990 (PDF) Claim this org

Process Studies International FY2024 filing

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Promote human and planetary flourishing through interdisciplinary research and education. For fiscal year 2024 it reported $351K in revenue, $368K in expenses, and $69K in net assets.Pt I

Founded
2022
Type
Public charity (501(c)(3)) · Education
Location
Milwaukie, OR
Website
ctr4process.org
Filings
3 on file (2023–2024)
Revenue
$351KFY2024
Expenses
$368K
Net assets
$69K
People
17
Filings
3
Updates
0
More identity details & actions ⌄
EIN  88-3398956 Public charity (501(c)(3)) Milwaukie, OR Founded 2022
Form 990 (PDF)
You’re viewing the FY2024 filing — not the latest on file. See the latest (FY2025) →
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Size
$100K–1M
What they do
Promote human and planetary flourishing through interdisciplinary research and education.
Leadership
William Andrew Schwartz · Executive Director · $17K
Money in and out
$351K revenue, $368K expenses
Bottom line
89% program efficiency
Where the money goes · FY2024
Total revenue
$351K
Pt VIII · Ln 12
Total expenses
$368K
Pt IX · Ln 25
Net assets
$69K
Pt X · Ln 32
Revenue less expenses (Pt I · Ln 19): −$17K
Where spending went · Part IX cols B–D
Program services $0.89 Management & general $0.11
Program efficiency
89%
of spending reaches programs
Operating runway
2.2mo
months of highly liquid reserves at operating expense rate
Surplus margin
-5%
revenue over expenses, this year

Summary of the Filing

Part I · fiscal year 2024 · Form 990
Revenue
$351K
FY2024▲ +7%
Expenses
$368K
FY2024▲ +52%
Total assets
$69K
FY2024▼ -20%
Total liabilities
$0
FY2024
Total revenue
$351K
Pt VIII · Ln 12
Total expenses
$368K
Pt IX · Ln 25
Net assets
$69K
Pt X · Ln 32
Revenue less expensesPt I · Ln 19−$17K
Total assetsPt X · Ln 16$69K
Program-expense ratioPt IX · col B89%
Voting members of governing bodyPt I · Ln 316
Independent voting membersPt I · Ln 416

Identity & Classification

Form 990 Header · IRS Business Master File
Legal nameHdr · item CProcess Studies International
EINHdr · item D88-3398956
Principal addressHdr · item CMilwaukie, OR
WebsiteHdr · item Jctr4process.org
Year of formationHdr · item L2022
State of legal domicileHdr · item MOR
Exempt statusHdr · item I501(c)(3) · active
NTEE classificationIRS BMFEducation (B05)
Ruling yearIRS BMFAug 2022

Governance & Policies

Part VI
Voting members of the governing bodyPt VI · Ln 1a16
Independent voting membersPt VI · Ln 1b16
Conflict-of-interest policyPt VI · Ln 12aYes
Whistleblower policyPt VI · Ln 13No
Document retention policyPt VI · Ln 14No
CEO/top-official compensation independently reviewedPt VI · Ln 15aYes
Family or business relationships among officers/directorsPt VI · Ln 2No

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation
Executive Director
$16,920Pt VII · Sec A
Chair of the Board
$0Pt VII · Sec A
Vice-Chair of the Board
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A

William Andrew Schwartz’s $40K as Executive Director is at the 31st percentile of top reported officer pay among 1616 $100K–1M education nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 1 named individual · Part VII

NameFY2025FY2024
William Andrew Schwartz$39,808$16,920

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Mission & Programs · Part III

Where the work happens

3 program services account for $269K of program spending, described in the organization's own filed words · FY2024.
01

Our Academics & Research program arm convenes scholars, facilitates think-tank gatherings and academic conferences, and publishes the results of our research through books and journals. In 2024 we organized 2 major conferences.

$122Kprogram expense
02

Our China Project facilitates international, intercultural, and interdisciplinary collaboration to promote ways of understanding and living that can advance social and environmental wellbeing. To this end, in 2024 we engaged in a number of scholarly and educational activities.

$87Kprogram expense
03

Our Process & Faith (P&F) program provides educational resources and opportunities for spiritual discovery in pursuit of more meaningful lives. In 2024, we organized 10 "Process Pop-Ups" (1hr public webinars), and some half-dozen "Learning Circles" (community-led discussion groups) on a range of topics engaging Christianity, Buddhism…

$60Kprogram expense

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Statement of Revenue

Part VIII
Contributions & grants$314K · 90%
Program service revenue$39K · 11%
Contributions & grants90%$314K
Program service revenue11%$39K
Total revenueLn 12$351K

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Program services $0.89 Management & general $0.11
Program services89%$326K
Management & general11%$42K
Total functional expensesLn 25$368K

Balance Sheet

Part X · end of year
CashLn 1$69K
Total assetsLn 16$69K
Total liabilitiesLn 26$0
Total net assetsLn 32$69K
Months of cash on handcomputed2.2

Financial Metrics

Form 990 · FY2024 · each ratio shown with the dollars behind it
Liquidity & Payout
Operating runway
Highly liquid reserves $69K · Operating expenses/yr $368K
2.2 months
Where the money goes
Program services
Program services $326K · Total expenses $368K
89%
Management & General
Management & general $42K · Total expenses $368K
11%
Fundraising
Fundraising $0 · Total expenses $368K
0%
Cost to raise $1
Fundraising expense (2-yr avg) $2K · Solicited contributions (2-yr avg) $310K
$0.01 to raise $1 (2-yr avg)
Where the money comes from
Contribution dependence
Contributions & grants $314K · Total revenue $351K
90%
Government reliance
Government grants $0 · Total revenue $351K
0%
Earned-income share
Program service revenue $39K · Total revenue $351K
11%
Investment reliance
Investment income $-2K · Total revenue $351K
-0.6%
Program self-sufficiency
Program service revenue $39K · Total expenses $368K
11%
Growth & trend
Revenue growth (YoY)
This year $351K · Prior year $328K
+7%
Net-asset trend (YoY)
End of year $69K · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $351K · Expenses $368K
-5%
Liabilities-to-Assets
Total liabilities — · Total assets $69K
Net-asset ratio
Net assets $69K · Total assets $69K
100%
Marketable Investment Share
Publicly traded securities (Pt X, ln 11) $0 · Other securities (Pt X, ln 12) $0 · Total assets (Pt X, ln 16) $69K
0%
People & payroll
Highest Reported Total Compensation
Individual William Andrew Schwartz · Reported title Executive Director · Highest reported compensation $17K · Total expenses $368K
5%
Personnel share
Salaries, benefits & payroll (Pt IX 5-10) $280K · Total expenses $368K
76%
Peer comparison

Same NTEE category, revenue band, and state where available. Descriptive — not a grade.

MetricThis orgPeer medianPercentile
Program ratio 89%
Overhead ratio 11%
Fundraising cost ratio 0%
Revenue growth 7%
Investment management fee ratio 0%
Legal fee ratio 0%
Accounting fee ratio 0.04%
Fundraising fee ratio 0%

Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.

Grants

Schedule I · received and paid
Grants received · FY2024
Total grants receivedfrom 1 funder$10K
Grants paid · 1 grant · $25K · 2024–2024
Center for Open and Relational TheologyNJ · FY2024$25,000

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Filings & Schedule Manifest

Part IV
III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
FY2025 (Latest)$588K revenue · ⤓ 990 PDF
FY2024$351K revenue · viewing · ⤓ 990 PDF
FY2023$328K revenue · ⤓ 990 PDF

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2024IRS
Classification, formation year, addressIRS Business Master File
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