2025-04-04T10:18:43-05:00 2024-06-30 042595327 O'CONNOR MALONEY & CO CPA'S 1 MERCANTILE STREET SUITE 760 WORCESTER MA 01608 990 2023-07-01 800319451 PRESENCING INSTITUTE INC PRES 6173958243 19 LINCOLN STREET ARLINGTON MA 02476 KATRIN KAEUFER CHIEF EXECUTIVE 6173958243 2025-03-20 1 0 STEVEN A THEBODO P00738756 5087576391 2025-03-05 2023 2025-03-06 01:10:19Z KATRIN KAEUFER 19 LINCOLN STREET ARLINGTON MA 02476 4358869 0 X WWW.PRESENCING.ORG X 2008 MA TO PROVIDE AND PROMOTE RESEARCH, EDUCATION, AND AWARENESS OF THE EMERGING FIELD OF SOCIAL TECHNOLOGIES TO BRING POSITIVE AND SUSTAINABLE CHANGE AND IMPROVEMENT TO ALL LEVELS OF SOCIETY. 9 8 2 0 0 0 1785818 715442 2676158 3597309 9745 40318 6388 5363 4478109 4358432 0 0 0 0 256496 319196 0 0 289756 4017984 3954894 4274480 4274090 203629 84342 1555568 2072313 421801 854204 1133767 1218109 TO PROVIDE AND PROMOTE RESEARCH, EDUCATION, AND AWARENESS OF THE EMERGING FIELD OF SOCIAL TECHNOLOGIES TO BRING POSITIVE AND SUSTAINABLE CHANGE AND IMPROVEMENT TO ALL LEVELS OF SOCIETY. 0 0 3564976 3602925 TO PROVIDE AND PROMOTE RESEARCH, EDUCATION, AND AWARENESS OF THE EMERGING FIELD OF SOCIAL TECHNOLOGIES TO BRING POSITIVE AND SUSTAINABLE CHANGE AND IMPROVEMENT TO ALL LEVELS OF SOCIETY. 3564976 1 1 0 0 0 0 0 0 0 0 1 0 0 1 0 1 1 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 28 0 2 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 0 0 0 MA X KATRIN KAEUFER 7816431733 19 LINCOLN STREET ARLINGTON MA 02476 KATRIN KAEUFER CHIEF EXEC/TREAS/CLERK/DIR 12.00 X X 58634 0 0 C OTTO SCHARMER PRESIDENT 16.00 X X 40225 0 0 REBECCA BUELL DIRECTOR 1.00 X 0 0 0 CHRISTIAN VON PLESSEN DIRECTOR 1.00 X 0 0 0 DAYNA CUNNINGHAM DIRECTOR 1.00 X 0 0 0 ANTOINETTE KLATZKY DIRECTOR 1.00 X 0 0 0 JOSH KIRSCHENBAUM DIRECTOR 1.00 X 0 0 0 CARRIE HESSLER RADELET DIRECTOR 1.00 X 0 0 0 DENISE FAIRCHILD DIRECTOR 1.00 X 0 0 0 JANICE SPADAFORE ASST CLERK/PRGM MGR 1.00 X 155030 0 0 253889 0 0 1 0 1 0 BEYOND BUSINESS SCHOOL CONSULTING 22 WARKWORTH CLOSE BRANBURY OX BD UK COURSE FACULTY, FACILITATION & PROGRAM S 239129 SCOTTISH GOVERNMENT BROOMHOUSE DRIVE EDINBURGH EH XD UK SECONDMENT FOR CONSULTANT-KENNETH HOGG, 209353 MARIAN GOODMAN 91 BROMMERSVLEI ROAD CONSTANTIA CAPE TOWN SF COURSE FACULTY, FACILITATION & PROGRAM S 182797 INSYTE PARTNERS 236 HILLDALE ROAD VILLANOVA PA 19085 CONSULTING SERVICES-COURSE FACULTY & PRO 170876 FAIR MANAGEMENT SERVICES LLC 984 HATTARAS TERRACE SE PALM BAY FL 32909 FINANCIAL & ADMINISTRATIVE SERVICES 162123 5 715442 715442 PROGRAM FEES 611430 3205035 3205035 CONSULTING FEES 541900 392274 392274 3597309 40065 40065 690 437 253 253 253 OTHER MISCELLANEOUS IN 611430 5363 5363 5363 4358432 3602925 0 40065 X 81913 42595 39318 179840 4131 85789 89920 38314 766 18391 19157 19129 3376 9182 6571 2780 2780 41564 41564 3052826 2763727 164769 124330 1122 742 380 44416 31613 11336 1467 149826 147504 2217 105 277933 215101 17656 45176 114164 113374 790 13770 6855 6915 WORKSHOP EXPENSES 162183 162183 DUES AND SUBSCRIPTIONS 80726 59955 17924 2847 MEALS 13584 13054 347 183 4274090 3564976 419358 289756 416623 206991 690379 1174840 200000 175856 275783 7578 26933 40083 32408 4516 7675 260616 180091 1555568 2072313 141561 151543 59172 662205 21068 40456 200000 0 421801 854204 X 936610 966248 197157 251861 1133767 1218109 1555568 2072313 84342 0 X X 0 1 X 1 1 1 X 898399 1514526 806017 1785818 706032 5710792 898399 1514526 806017 1785818 706032 5710792 5710792 4515 395 400 9745 40065 55120 5765912 11197772 0.99040 0.99660 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 40083 32408 7675 7675 INTANGIBLE ASSETS, NET 180091 180091 X 4358432 0 4358432 0 4358432 4274090 0 4274090 0 4274090 PART X, LINE 2: MANAGEMENT DOES NOT BELIEVE THE ORGANIZATION'S FINANCIAL STATEMENTS INCLUDE ANY UNCERTAIN TAX POSITIONS. GENERALLY, THE ORGANIZATION'S TAX RETURNS REMAIN OPEN FOR EXAMINATION FOR A PERIOD OF THREE YEARS. UNITED KINGDOM 0 3 PROGRAM SERVICES FACULTY AND FUNDRAISING 289211 SOUTH AFRICA 0 4 PROGRAM SERVICES FACULTY AND PROGRAM SUPPORT 242034 GERMANY 0 6 PROGRAM SERVICES FACULTY, AND WEBSITE AND PROGRAM SUPPORT 240617 BELGIUM 0 2 PROGRAM SERVICES FACULTY AND PROGRAM MANAGEMENT 147484 INDIA 0 1 PROGRAM SERVICES FACULTY 61600 ITALY 0 2 PROGRAM SERVICES PROGRAM MANAGEMENT AND PROMOTION 162352 SWITZERLAND 0 2 PROGRAM SERVICES FACULTY 114409 CANADA 0 4 PROGRAM SERVICES FACULTY AND RESEARCH 100341 AUSTRALIA 0 3 PROGRAM SERVICES FACULTY AND PRGRAM SUPPORT 98300 PORTUGAL 0 4 PROGRAM SERVICES WEBSITE, FACULTY 173265 SENEGAL 0 1 PROGRAM SERVICES PROGRAM MANAGER AND FACULTY 117886 URUGUAY 0 4 PROGRAM SERVICES FACULTY AND PROGRAM SUPPORT 135026 FRANCE 0 1 PROGRAM SERVICES SCRIBING 1400 MEXICO 0 2 PROGRAM SERVICES TRANSLATIONS AND SCRIBING 3740 SCOTLAND 0 1 PROGRAM SERVICES PROGRAM OVERSIGHT 209353 TAIWAN 0 1 PROGRAM SERVICES SCRIBING 4000 TURKEY 0 1 PROGRAM SERVICES PROGRAM SUPPORT 63570 CHILE 0 2 PROGRAM SERVICES FACULTY 11200 DOMINICAN REPUBLIC 0 1 PROGRAM SERVICES ADMINISTRATIVE SUPPORT 78223 ZAMBIA 0 1 PROGRAM SERVICES PROGRAM SUPPORT 67170 BRAZIL 0 2 PROGRAM SERVICES FACULTY 19460 COLOMBIA 0 1 PROGRAM SERVICES SCRIBING 2850 NETHERLANDS 0 1 PROGRAM SERVICES/FUNDRAISING FACULTY 3879 PALESTINE 0 1 PROGRAM SERVICES EVALUATION OF SERVICES 16250 0 24 0 27 0 51 1358048 1005572 2363620 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JANICE SPADAFORE ASST CLERK/PRGM MGR 155030 0 0 0 0 0 0 0 0 0 155030 0 0 0 JANICE SPADAFORE FAIR MANAGEME OFFICER OF THE BOARD COMPENSATION OWED FOR PROVIDING ACCOUNTING & BUSINESS MANAGEMENT X 6906 0 1 1 OTTO SCHARMER OTTO SCHARMER LLC OFFICER OF THE BOARD COMPENSATION OWED FOR FUNDRAISING, FACULTY SPT, AND FACILITATION OF PRGMS X 33550 0 1 1 REBECCA BUELL MEMBER OF THE BOARD OF DIRECTORS FACILITATION OF PROGRAMS X 0 1 1 40456 REBECCA BUELL MEMBER OF THE BOARD OF DIRECTORS 40489 COMPENSATED FOR SERVICES RENDERED AND EXPENSES INCURRED 0 JANICE SPADAFORE FAIR MANAGEME OFFICER OF THE BOARD OF DIRECTORS 163213 COMPENSATED FOR SERVICES RENDERED AND EXPENSES INCURRED 0 KATRIN KAUEFER CHIEF EXECUTIVE & SPOUSE OF BOARD PRESIDENT 81949 COMPENSATED FOR SERVICES RELATED TO PROGRAM FACILITATION AND MANAGEMENT 0 OTTO SCHARMER OFFICER OF THE BOARD OF DIRECTORS 127375 COMPENSATED FOR SERVICES RENDERED AND EXPENSES INCURRED 0 HANNAH SCHARMER DAUGHTER OF THE BOARD PRESIDENT & MANAGING DIRECTOR 1538 COMPENSATED FOR WRITING NEWSLETTERS AND JOURNALS 0 FORM 990, PART VI, SECTION A, LINE 2 THE ORGANIZATION'S PRESIDENT'S SPOUSE IS A DIRECTOR ON THE ORGANIZATION'S BOARD OF DIRECTORS. IN ADDITION, COSULTING SERVICES RELATED TO THE ADMINISTRATION AND FACILITATION OF EDUCATION PROGRAMS OF THE ORGANIZATION IS PROVIDED BY A PARTNERSHIP ENTITY OF WHICH THE PRESIDENT AND SPOUSE ARE MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FORM 990 IS PROVIDED TO THE ORGANIZATION'S BOARD OF DIRECTORS PRIOR TO ITS FILING. FORM 990, PART VI, SECTION B, LINE 12C ANY CONFLICTS , AS DESCRIBED IN THE POLICY, ARE DISCLOSED ANNUALLY AND MONITORED THROUGHOUT THE YEAR BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION MAKES ITS FORM 1023 AND 990 AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G BOOKKEEPING: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 45,713. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 45,713. OUTSIDE STAFF SERVICES: PROGRAM SERVICE EXPENSES 2,763,727. MANAGEMENT AND GENERAL EXPENSES 119,056. FUNDRAISING EXPENSES 124,330. TOTAL EXPENSES 3,007,113. FORM 990, PART XII, LINE 2C NO CHANGES FROM THE PRIOR YEAR