2023-01-12T00:00:00-06:00 2022-06-30 042595327 O'CONNOR MALONEY & CO CPA'S 1 MERCANTILE STREET SUITE 760 WORCESTER MA 01608 990 2021-07-01 800319451 PRESENCING INSTITUTE INC PRES 6173958243 1770 MASSACHUSETTS AVE BOX 221 CAMBRIDGE MA 02140 KATRIN KAEUFER EXECUTIVE DIRECTOR 6173958243 2022-12-16 1 KATRIN KAEUFER 999009999 ANTHONY D ROZEVICIUS P00037035 5087576391 3 AAL1 IAL1 2021 2023-03-07 01:45:13Z KATRIN KAEUFER 19 LINCOLN STREET ARLINGTON MA 02476 3698949 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. 6 6 2 0 0 0 1514826 806017 1513995 2884919 395 400 17648 7613 3046864 3698949 0 42327 0 0 245638 227944 0 0 57656 2569242 3299083 2814880 3569354 231984 129595 2077987 1453004 1277444 522866 800543 930138 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 3184944 42327 2892532 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. 3184944 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 1 1 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 22 0 2 0 0 0 0 0 0 0 0 0 0 0 0 0 X 6 6 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 C OTTO SCHARMER PRESIDENT 16.00 X X 31175 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 DR MAXIME HOUINATO DIRECTOR 1.00 X 0 0 0 KATRIN KAEUFER EXECUTIVE DIRECTOR 32.00 X 128400 0 0 JANICE SPADAFORE SECRETARY/PRGM MGR 1.00 X 161205 0 0 320780 0 0 2 0 1 0 0 806017 806017 PROGRAM FEES 611430 2884919 2884919 2884919 400 400 OTHER MISCELLANEOUS IN 611430 7613 7613 7613 3698949 2892532 0 400 X 42327 42327 123642 43539 79841 262 81066 22544 38979 19543 6292 825 5467 16944 5013 10018 1913 6570 6570 28611 28611 3012418 2880145 106935 25338 4193 1823 2110 260 39095 21910 15591 1594 74382 52542 15453 6387 365 365 7004 4706 2298 7987 6208 1779 DUES AND SUBSCRIPTIONS 72097 60046 10140 1911 WEBSITE DESIGN AND DEVE 39644 38156 1488 MEALS 5123 3201 1474 448 WORKSHOP EXPENSES 1594 1594 3569354 3184944 326754 57656 1353940 36101 455343 350494 146429 0 104229 807537 0 25579 36229 25188 18046 11041 0 222252 2077987 1453004 467236 266210 794888 0 15320 6656 0 250000 1277444 522866 X 654114 930138 146429 0 800543 930138 2077987 1453004 129595 0 X X 0 1 X 1 1 1 X 1983847 967461 898399 1514526 806017 6170250 1983847 967461 898399 1514526 806017 6170250 6170250 5362 5500 4515 395 400 16172 6186422 7367337 0.99740 0.99760 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 36229 25188 11041 11041 INTANGIBLE ASSETS 222252 222252 REFUNDABLE ADVANCE 250000 250000 X 3698949 0 3698949 0 3698949 3569354 0 3569354 0 3569354 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. 0 UNITED KINGDOM 0 3 PROGRAM SERVICES FACULTY AND PROGRAM SUPPORT 291935 SOUTH AFRICA 0 3 PROGRAM SERVICES FACULTY AND PROGRAM SUPPORT 150851 GERMANY 0 10 PROGRAM SERVICES / GRANTS FACULTY AND PROGRAM SUPPORT 231413 BELGIUM 0 1 PROGRAM SERVICES FACULTY AND TRAINING 149618 INDIA 0 1 PROGRAM SERVICES FACULTY AND PROGRAM SUPPORT 116660 ITALY 0 3 PROGRAM SERVICES SUPPORT AND PROMOTION 99304 SWITZERLAND 0 4 PROGRAM SERVICES FACULTY AND PROGRAM SUPPORT 181395 CANADA 0 1 PROGRAM SERVICES FACULTY AND PROGRAM SUPPORT 57700 AUSTRALIA 0 2 PROGRAM SERVICES FACULTY 75400 PORTUGAL 0 5 PROGRAM SERVICES WEBSITE, FACULTY, AND PROGRAM SUPPORT 96586 ECUADOR 0 4 PROGRAM SERVICES FACULTY 79442 SENEGAL 0 1 PROGRAM SERVICES PROGRAM OFFICER 53694 URUGUAY 0 2 PROGRAM SERVICES FACULTY 51900 COSTA RICA 0 1 PROGRAM SERVICES FACULTY 66600 HOLLAND 0 1 PROGRAM SERVICES PROGRAM SUPPORT 13250 FRANCE 0 2 PROGRAM SERVICES FACULTY 51000 MEXICO 0 2 PROGRAM SERVICES TRANSLATIONS AND SCRIBING 10263 SCOTLAND 0 1 PROGRAM SERVICES PROGRAM DIRECTOR 138537 TAIWAN 0 1 PROGRAM SERVICES PROGRAM SUPPORT 2100 TURKEY 0 1 PROGRAM SERVICES PROGRAM SUPPORT 36367 0 26 0 23 0 49 1278876 675139 1954015 GERMANY GENERAL SUPPORT 42327 WIRE TRANSFER 0 1 0 0 0 0 0 0 PART III ACCOUNTING METHOD: 0 0 0 0 0 0 0 0 0 JANICE SPADAFORE SECRETARY/PRGM MGR 161205 0 0 0 0 0 0 0 0 0 161205 0 0 0 JANICE SPADAFORE FAIR MANAGEME OFFICER OF THE BOARD COMPENSATION OWED FOR PROVIDING ACCOUNTING & BUSINESS MANAGEMENT X 5756 0 1 1 RANDI KAEUFER NIECE OF EXECUTIVE DIRECTOR COMPENSATION OWED FOR PROVIDING FACILITATION OF PROGRAM ACTIVITIES X 900 0 1 1 6656 REBECCA BUELL MEMBER OF THE BOARD OF DIRECTORS 187195 COMPENSATED FOR SERVICES RENDERED AND EXPENSES INCURRED 0 JANICE SPADAFORE FAIR MANAGEME OFFICER OF THE BOARD OF DIRECTORS 152390 COMPENSATED FOR SERVICES RENDERED AND EXPENSES INCURRED 0 KATRIN KAUEFER EXECUTIVE DIRECTOR & SPOUSE OF BOARD PRESIDENT 124600 COMPENSATED FOR SERVICES RELATED TO PROGRAM FACILITATION AND MANAGEMENT 0 OTTO SCHARMER OFFICER OF THE BOARD OF DIRECTORS 69500 COMPENSATED FOR SERVICES RENDERED AND EXPENSES INCURRED 0 RANDI KAUFER NIECE OF EXECUTIVE DIRECTOR 5780 COMPENSATED FOR SERVICES RENDERED 0 SHEILA KLATZKY MOTHER OF BOARD MEMBER 17250 COMPENSATED FOR SERVICES RENDERED 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 47,130. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 47,130. OUTSIDE STAFF SERVICES: PROGRAM SERVICE EXPENSES 2,880,145. MANAGEMENT AND GENERAL EXPENSES 59,805. FUNDRAISING EXPENSES 25,338. TOTAL EXPENSES 2,965,288. FORM 990, PART XII, LINE 2C NO CHANGES FROM THE PRIOR YEAR