We conduct interdisciplinary research and education to cultivate holistic understanding for advancing human and planetary flourishing.

501(c)(3) charity; gifts are tax-deductible.
89¢ of each $1 spent went to programs.
$17K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2024 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
2 of 3
filings with a surplus
Average surplus $82K a year · 19% of revenue · last 3 filings
Fine: a surplus in 2 of the last 3 filings.
Pt I · Ln 19 · 3 filings
Spent on programs
89%
of spending
Looks good: 89% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$17K
to officers and key staff · 5% of spending
Looks good: pay to officers and key staff is 5% of spending; 15% or less.
Pt VII · Sec A
2 mo
of spending, in cash
Fine: 2.2 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $10K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
16
of 16 voting members
Looks good: 16 of 16 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$351K
+7% vs prior year
Spent
$368K
To programs
89%
Net assets
$69K
By yearFY2023–FY2025
Revenue
$351K
FY2024▲ +7%
Tap a bar for its year
Revenue by fiscal year
FY2023$328K
FY2024$351K
FY2025$588K
Expenses
$368K
FY2024▲ +52%
Tap a bar for its year
Expenses by fiscal year
FY2023$242K
FY2024$368K
FY2025$411K
Net assets
$69K
FY2024▼ -20%
Tap a bar for its year
Net assets by fiscal year
FY2023$86K
FY2024$69K
FY2025$245K

From the FY2024 Form 990 · see the original

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You’re viewing the FY2024 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Aug 2022.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

89 cents of each dollar spent went to programs.

Program services 89% · $326K Management & general 11% · $42K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

17 people listed on the 990; $17K paid to officers and key staff.

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 1613 $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.

See Process Studies International executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Promote human and planetary flourishing through interdisciplinary research and education.

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Provided by the organization

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3 programs · $269K · in their 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

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

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

By the numbers

The FY2024 990, line by line.

1The main four
Money inPt VIII
$351K
Ln 12
Gifts and grantsLn 1h$314K
Fees for servicesLn 2g$39K
Investment incomeLn 3$92
Money outPt IX
$368K
Ln 25
Programscol B$326K
Managementcol C$42K
Owns and owesPt X
$69K
net assets · Ln 32
Cash and savingsLn 1–2$69K
Total assetsLn 16$69K
LiabilitiesLn 26$0
PeoplePt VI, VII
17
listed · VII A
PaidVII A1
Voting boardVI 1a16
IndependentVI 1b16
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$314K
Government grantsLn 1e$0
Noncash giftsLn 1g$0
Fundraising eventsLn 1c$0
Fees for servicesLn 2g$39K
Investment incomeLn 3$92
Gains on assetsLn 7−$2K
Total revenueLn 12$351K
Assets in detailPt X, end of year
CashLn 1$43K
SavingsLn 2$26K
Cash and savings togetherLn 1–2$69K
InvestmentsLn 11–13$0
Other assetsLn 15$0
Total assetsLn 16$69K
LiabilitiesLn 26$0
Net assetsLn 32$69K
OperationsPt I, VI
EmployeesI 59
VolunteersI 620
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY24End FY24
Cash and savingsLn 1–2$86K$69K
InvestmentsLn 11–13$0$0
Total assetsLn 16$86K$69K
LiabilitiesLn 26$0$0
Net assetsLn 32$86K$69K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$25K$25K
Grants to domestic individualsLn 2$0$0
Grants and assistance to foreign recipientsLn 3$1K$1K
Benefits paid to or for membersLn 4$0$0
Pay of current officers, directors and key staffLn 5$17K$7K$10K$0
Pay of disqualified personsLn 6$0$0$0$0
Other salaries and wagesLn 7$236K$217K$19K$0
Pension plan contributionsLn 8$2K$2K$572$0
Other employee benefitsLn 9$5K$5K$0$0
Payroll taxesLn 10$20K$17K$3K$0
Management feesLn 11a$0$0$0$0
Legal feesLn 11b$0$0$0$0
Accounting feesLn 11c$150$0$150$0
Lobbying feesLn 11d$0$0$0$0
Professional fundraising feesLn 11e$0$0
Investment management feesLn 11f$0$0$0$0
Other fees for servicesLn 11g$401$0$401$0
Advertising and promotionLn 12$14$14$0$0
Office expensesLn 13$6K$0$6K$0
Information technologyLn 14$14K$14K$0$0
RoyaltiesLn 15$0$0$0$0
OccupancyLn 16$4K$0$4K
TravelLn 17$18K$18K$0$0
Travel and entertainment for public officialsLn 18$0$0$0$0
Conferences, conventions and meetingsLn 19$14K$14K$0$0
InterestLn 20$0$0$0$0
Payments to affiliatesLn 21$0$0$0$0
Depreciation, depletion and amortizationLn 22$0$0$0$0
InsuranceLn 23$0$0$0$0
Other expenses (24a–d)Ln 24$7K$7K$0$0
All other expensesLn 24e$0$0$0$0
Total functional expensesLn 25$368K$326K$42K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $588K$411K$177K$245K 990 PDF
FY2024 Viewing $351K$368K−$17K$69K 990 PDF
FY2023 $328K$242K$86K$86K 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2024 990 (6 parts)
Part I · Summary $351,152 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $306,294$314,343
I-9 Program service revenuePrior year $19,948$39,028
I-10 Investment incomePrior year $58−$2,270
I-11 Other revenuePrior year $1,488$51
I-12 Total revenuePrior year $327,788$351,152
I-13 Grants and similar amounts paidPrior year $1,000$26,000
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $150,274$279,869
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $90,736$62,532
I-18 Total expensesPrior year $242,010$368,401
I-19 Revenue less expensesPrior year $85,778−$17,249
Part VI · Governance 16 of 16 board members independent, 2 to look at
VI-1a Voting members of the governing body16
VI-1b Independent voting members16
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $351,152 across 13 lines filed
VIII-1a Federated campaigns$0
VIII-1b Membership dues$0
VIII-1c Fundraising events$0
VIII-1d Related organizations$0
VIII-1e Government grants$0
VIII-1f All other contributions, gifts and grants$314,343
VIII-1g Noncash contributions (included above)$0
VIII-1h Total contributions, gifts and grants$314,343
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $39,028 · Unrelated business $0 · Excluded from tax $0$39,028
VIII-3 Investment incomeRelated to mission $0 · Unrelated business $0 · Excluded from tax $92$92
VIII-5 RoyaltiesRelated to mission $0 · Unrelated business $0 · Excluded from tax $51$51
VIII-7 Net gain or loss on sales of assetsRelated to mission $0 · Unrelated business $0 · Excluded from tax −$2,362−$2,362
VIII-12 Total revenueRelated to mission $39,028 · Unrelated business $0 · Excluded from tax −$2,219$351,152
Part IX · Statement of functional expenses $368,401 across 31 lines filed
IX-1 Grants to domestic organizationsPrograms $25,000$25,000
IX-2 Grants to domestic individualsPrograms $0$0
IX-3 Grants and assistance to foreign recipientsPrograms $1,000$1,000
IX-4 Benefits paid to or for membersPrograms $0$0
IX-5 Pay of current officers, directors and key staffPrograms $7,036 · Management $10,000 · Fundraising $0$17,036
IX-6 Pay of disqualified personsPrograms $0 · Management $0 · Fundraising $0$0
IX-7 Other salaries and wagesPrograms $216,599 · Management $19,077 · Fundraising $0$235,676
IX-8 Pension plan contributionsPrograms $1,748 · Management $572 · Fundraising $0$2,320
IX-9 Other employee benefitsPrograms $4,800 · Management $0 · Fundraising $0$4,800
IX-10 Payroll taxesPrograms $17,391 · Management $2,646 · Fundraising $0$20,037
IX-11a Management feesPrograms $0 · Management $0 · Fundraising $0$0
IX-11b Legal feesPrograms $0 · Management $0 · Fundraising $0$0
IX-11c Accounting feesPrograms $0 · Management $150 · Fundraising $0$150
IX-11d Lobbying feesPrograms $0 · Management $0 · Fundraising $0$0
IX-11e Professional fundraising feesFundraising $0$0
IX-11f Investment management feesPrograms $0 · Management $0 · Fundraising $0$0
IX-11g Other fees for servicesPrograms $0 · Management $401 · Fundraising $0$401
IX-12 Advertising and promotionPrograms $14 · Management $0 · Fundraising $0$14
IX-13 Office expensesPrograms $0 · Management $5,538 · Fundraising $0$5,538
IX-14 Information technologyPrograms $14,273 · Management $0 · Fundraising $0$14,273
IX-15 RoyaltiesPrograms $0 · Management $0 · Fundraising $0$0
IX-16 OccupancyPrograms $0 · Management $3,900$3,900
IX-17 TravelPrograms $17,565 · Management $0 · Fundraising $0$17,565
IX-18 Travel and entertainment for public officialsPrograms $0 · Management $0 · Fundraising $0$0
IX-19 Conferences, conventions and meetingsPrograms $13,541 · Management $0 · Fundraising $0$13,541
IX-20 InterestPrograms $0 · Management $0 · Fundraising $0$0
IX-21 Payments to affiliatesPrograms $0 · Management $0 · Fundraising $0$0
IX-22 Depreciation, depletion and amortizationPrograms $0 · Management $0 · Fundraising $0$0
IX-23 InsurancePrograms $0 · Management $0 · Fundraising $0$0
IX-24 Other expenses (24a–d)Programs $7,150 · Management $0 · Fundraising $0$7,150
IX-24e All other expensesPrograms $0 · Management $0 · Fundraising $0$0
IX-25 Total functional expensesPrograms $326,117 · Management $42,284 · Fundraising $0$368,401
Part X · Balance sheet $68,581 assets, 22 lines filed
X-1 Cash, non-interest-bearingStart of year $28,309$42,704
X-2 Savings and temporary cash investmentsStart of year $57,521$25,877
X-3 Pledges and grants receivableStart of year $0$0
X-4 Accounts receivableStart of year $0$0
X-8 Inventories for sale or useStart of year $0$0
X-9 Prepaid expenses and deferred chargesStart of year $0$0
X-11 Publicly traded securitiesStart of year $0$0
X-12 Other securitiesStart of year $0$0
X-13 Program-related investmentsStart of year $0$0
X-14 Intangible assetsStart of year $0$0
X-15 Other assetsStart of year $0$0
X-16 Total assetsStart of year $85,830$68,581
X-17 Accounts payable and accrued expensesStart of year $0$0
X-18 Grants payableStart of year $0$0
X-19 Deferred revenueStart of year $0$0
X-20 Tax-exempt bond liabilitiesStart of year $0$0
X-24 Unsecured notes and loans payableStart of year $0$0
X-26 Total liabilitiesStart of year $0$0
X-27 Net assets without donor restrictionsStart of year $85,830$68,581
X-28 Net assets with donor restrictionsStart of year $0$0
X-32 Total net assets or fund balancesStart of year $85,830$68,581
X-33 Total liabilities and net assetsStart of year $85,830$68,581
Part XI · Reconciliation of net assets $68,581 net assets at year end
XI-1 Total revenue$351,152
XI-2 Total expenses$368,401
XI-3 Revenue less expenses−$17,249
XI-4 Net assets at start of year$85,830
XI-5 Net unrealized gains (losses) on investments$0
XI-6 Donated services and use of facilities$0
XI-7 Investment expenses$0
XI-8 Prior period adjustments$0
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$68,581

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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