2022-01-12T15:12:33-06:00 2021-06-30 042595327 O'CONNOR MALONEY & CO CPA'S 1 MERCANTILE STREET SUITE 760 WORCESTER MA 01608 990 2020-07-01 800319451 PRESENCING INSTITUTE INC PRES 6173958243 1770 MASSACHUSETTS AVE BOX 221 CAMBRIDGE MA 02140 KATRIN KAEUFER EXECUTIVE DIRECTOR 6173958243 2021-12-21 1 KATRIN KAEUFER 999009999 JOSEPH F GRIMALDO P00043995 5087576391 2021-12-21 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z KATRIN KAEUFER 19 LINCOLN STREET ARLINGTON MA 02476 3046864 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 0 0 0 0 898399 1514826 850589 1513995 4515 395 9382 17648 1762885 3046864 0 0 0 0 120066 245638 0 0 82781 1874586 2569242 1994652 2814880 -231767 231984 896909 2077987 328350 1277444 568559 800543 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 2357359 1531643 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. 2357359 1 1 0 0 0 0 0 0 0 0 1 0 0 0 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 27 0 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 107225 0 0 REBECCA BUELL DIRECTOR 1.00 X 17625 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 24.00 X 110219 0 0 JANICE SPADAFORE SECRETARY/PRGM MGR 40.00 X 160635 0 0 395704 0 0 3 0 1 0 0 1514826 1514826 PROGRAM FEES 611430 1513995 1513995 1513995 395 395 OTHER MISCELLANEOUS IN 611430 17648 17648 17648 3046864 1531643 0 395 X 208118 39200 138396 30522 13897 13897 5539 5539 18084 3215 12365 2504 7505 7505 26771 26771 2321212 2145649 137344 38219 8287 8046 79 162 111053 75838 23841 11374 3381 141 3240 6647 4232 2415 WEBSITE DESIGN AND DEVE 83422 80074 3348 WORKSHOP EXPENSES 964 964 2814880 2357359 374740 82781 158405 1353940 639746 455343 146429 87049 104229 36229 18183 11300 18046 409 0 896909 2077987 65806 467236 72662 794888 27520 15320 162362 0 328350 1277444 X 520589 654114 47970 146429 568559 800543 896909 2077987 231984 0 X 0 1 X 1 0 X 1174807 1983847 967461 898399 1514526 6539040 1174807 1983847 967461 898399 1514526 6539040 6539040 59 5362 5500 4515 395 15831 6554871 5734636 0.99760 0.99720 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 36229 18183 18046 18046 X 3046864 0 3046864 0 3046864 2814880 0 2814880 0 2814880 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 4 PROGRAM SERVICES CLIENT ENGAGEMENT/TRAINING 314967 SOUTH AFRICA 0 2 PROGRAM SERVICES CLIENT ENGAGEMENT 109613 GERMANY 0 8 PROGRAM SERVICES; FUNDRAISING GABV/WEBSITE SUPPORT 214218 BRAZIL 0 1 PROGRAM SERVICES SPT RESEARCH 30190 NETHERLANDS 0 1 PROGRAM SERVICES CLIENT ENGAGEMENT 12715 BELGIUM 0 2 PROGRAM SERVICES CLIENT WORK & COURSES 264030 INDIA 0 1 PROGRAM SERVICES SPT WORKSHOPS 96140 ITALY 0 1 PROGRAM SERVICES SOCIAL MEDIA 76907 SWITZERLAND 0 1 PROGRAM SERVICES CLIENT WORK 60247 CANADA 0 1 PROGRAM SERVICES WORKSHOP & RESEARCH 58900 AUSTRALIA 0 3 PROGRAM SERVICES CLIENT ENGAGEMENT/GABV 87900 PORTUGAL 0 3 PROGRAM SERVICES CLIENT WORK & WEBSITE 54317 ECUADOR 0 2 PROGRAM SERVICES CLIENT ENGAGEMENT 33942 SENEGAL 0 1 PROGRAM SERVICES PROGRAM SUPPORT 29405 URUGUAY 0 2 PROGRAM SERVICES CLIENT ENGAGEMENT 29110 COSTA RICA 0 1 PROGRAM SERVICES PROGRAM SUPPORT 19200 0 20 0 14 0 34 1118780 373021 1491801 0 0 0 0 0 0 PART III ACCOUNTING METHOD: 0 0 0 0 0 0 0 0 0 JANICE SPADAFORE SECRETARY/PRGM MGR 160635 0 0 0 0 0 0 0 0 0 160635 0 0 0 OTTO SCHARMER LLC OFFICER OF BOARD IS A MEMBER OF LLC COMPENSATION OWED FOR FUNDRAISING MEETINGS, PROPOSALS, AND MATERIALS X 7225 0 1 1 JANICE SPADAFORE FAIR MANAGEME OFFICER OF THE BOARD COMPENSATION OWED FOR PROVIDING ACCOUNTING & BUSINESS MANAGEMENT X 5855 0 1 1 RANDI KAEUFER NIECE OF EXECUTIVE DIRECTOR COMPENSATION OWED FOR PROVIDING FACILITATION OF PROGRAM ACTIVITIES X 740 0 1 1 SHEILA KLATZKY MEMBER OF THE BOARD COMPENSATION OWED FOR FUNDRAISING MEETINGS, PROPOSALS, AND MATERIALS X 1500 0 1 1 15320 REBECCA BUELL MEMBER OF THE BOARD OF DIRECTORS 102501 COMPENSATED FOR SERVICES RENDERED AND EXPENSES INCURRED 0 JANICE SPADAFORE FAIR MANAGEME OFFICER OF THE BOARD OF DIRECTORS 171988 COMPENSATED FOR SERVICES RENDERED AND EXPENSES INCURRED 0 KATRIN KAUEFER EXECUTIVE DIRECTOR & SPOUSE OF BOARD PRESIDENT 148233 COMPENSATED FOR SERVICES RELATED TO PROGRAM FACILITATION AND MANAGEMENT 0 OTTO SCHARMER OFFICER OF THE BOARD OF DIRECTORS 72756 COMPENSATED FOR SERVICES RENDERED AND EXPENSES INCURRED 0 JOHAN SCHARMER CHILD OF BOARD MEMBER 450 COMPENSATED FOR SERVICES RENDERED 0 RANDI KAUFER NIECE OF EXECUTIVE DIRECTOR 11720 COMPENSATED FOR SERVICES RENDERED 0 SHEILA KLATZKY MOTHER OF BOARD MEMBER 31500 COMPENSATED FOR SERVICES RENDERED 0 CALVIN THOMPSON SON OF BOARD MEMBER 1963 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 54,166. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 54,166. OUTSIDE STAFF SERVICES: PROGRAM SERVICE EXPENSES 2,145,649. MANAGEMENT AND GENERAL EXPENSES 83,178. FUNDRAISING EXPENSES 38,219. TOTAL EXPENSES 2,267,046.