2021-11-15T19:04:08-06:00 2020-12-31 943299540 BRENT WAKEFIELD CPA 799 SPICEWOOD CT SAN JOSE CA 95120 990 2020-01-01 204895174 INSTEDD INST 4082151716 4701 PATRICK HENRY DR BLDG 25 SANTA CLARA CA 95054 WENDY L SCHULTZ-HENRY CEO, BOD 4082151716 2021-11-15 1 WENDY SCHULTZ-HENRY 999009999 BRENT WAKEFIELD P01228251 4083864249 X 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z WENDY L SCHULTZ-HENRY 4701 PATRICK HENRY DR BLDG 25 SANTA CLARA CA 95054 1521947 0 X WWW.INSTEDD.ORG X 2006 CA OUR MISSION IS TO IMPROVE GLOBALHEALTH, SAFETY AND SUSTAINABLE DEVELOPMENT THROUGH: COLLABORATING 4 3 0 0 0 0 1983924 1521694 0 0 19 253 0 0 1983943 1521947 0 0 0 0 773684 667531 0 0 103406 1190218 686069 1963902 1353600 20041 168347 228157 264430 462054 284643 -233897 -20213 TO IMPROVE GLOBAL HEALTH, SAFETY AND SUSTAINABLE DEVELOPMENT THROUGHBUILDING CAPACITY WITHIN COMMUNITIES TO FOSTER A LOCAL CULTURE OFINNOVATION, CREATING COLLABORATION TECHNOLOGIES FOR SOCIAL GOOD,COLLABORATING WITH END USERS THROUGH A BOTTOM UP DESIGN AND 0 0 610599 610599 PUBLIC HEALTH DISEASE SURVEILLANCE: IN 2020 INSTEDD REPURPOSED OUR VERBOICE AND SURVEDA TECHNOLOGIES TO SUPPORT SURVEILLANCE AND COVID-19 REPORTING ACROSS THE GLOBE WITH OUR PARTNERS ENDING PANDEMICS AND RESEARCH TRIANGLE INTERNATIONAL. THE SURVEILLANCE EFFORTS IN CAMBODIA RESULTED IN THE IDENTIFICATION AND CONTAINMENT OF THE INITIAL CASES OF COVID-19, AND CONTINUES TO MONITOR THE CASES. ADDITIONALLY, WE ENHANCED THE CAPACITY OF OUR PARTNER ASLM (AFRICAN SOCIETY OF LABORATORY MANAGEMENT TO COLLECT DATA FROM LABORATORIES ACROSS EASTERN AFRICA IN SUPPORT OF THE FLEMING FUNDS ANTI-MICROBIAL RESISTANCE SURVEILLANCE EFFORTS. 317648 317648 INTERACTIVE VOICE RESPONSE APPLICATIONS: INSTEDD'S ILAB SOUTHEAAT ASIA SUCCESSFULLY IMPLEMENTED SEVERAL PROJECTS THROUGHOUT CAMBODIA UTILIZING IVR (AND INSTEDD'S VERBOICE TECHNOLOGY). WORKING CLOSELY WITH NICKOL GLOBAL SOLUTIONS THE ONE WINDOW SERVICE OFFICE PROGRAM (OPERATED BY THE CAMBODIAN GOVERNMENT SINCE 2003) WAS ENHANCED TO INCLUDE IVR AND FACEBOOK CHATBOT CAPABILITIES ALLOWING THE CITIZENS OF CAMBODIA TO PROVIDE FEEDBACK AND GET HELP AS NEEDED IN NAVIGATING THE SERVICES AVAILABLE. ADDITIONALLY THIS SAME ENHANCEMENT WAS PROVIDED TO CHILD HELPLINE CAMBODIA TO ALLOW FOR INTERACTIONS BETWEEN USERS AND PROVIDERS WHERE LITERACY IS AN ISSUE. 112062 112062 DESIGN & CAPACITY BUILDING: INSTEDD WORKED WITH SEVERAL SMALL ORGANIZATIONS TO HELP BUILD THEIR CAPACITY AROUND TECHNOLOGY AND TECHNOLOGY PRODUCT DESIGN. NOTABLY, INSTEDD DESIGNED AN OFFLINE INTERACTIVE CAPABILITY FOR AMPLIO, FOR THEIR TALKING BOOK PRODUCT WHICH PROVIDES KNOWLEDGE FOR THE HARDEST TO REACH COMMUNITIES. 1040309 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 CB 0 0 0 0 0 0 0 0 X 4 3 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 CA X X INSTEDD 4082151716 4701 PATRICK HENRY DR BLDG 25 SANTA CLARA CA 95054 ERIC RASMUSSEN BOARD MEMBER 1.00 X 0 0 0 ROBERT KIRKPATRICK BOARD MEMBER 1.00 X 0 0 0 ANNE MARIE KIMBALL BOARD MEMBER 1.00 X 0 0 0 WENDY SCHULTZ-HENRY CEO, BOD 40.00 X 120473 0 0 NICOLAS DI TADA DIR OF ENGINEERING 40.00 X 155240 0 0 ANNE W SMITH BUSINESS DEVELOPMENT 40.00 X 51380 0 0 SPERRY BRIDGET GLOBAL ACCOUNTING & HR MAN 40.00 X 111114 0 0 438207 0 0 3 0 1 0 MANAS TECHNOLOGY SOLUTIONS BARTOLOME CR 1818 1 BUENOS AIRES AR CONSULTAN-SOFTWARE DEVELOPMENT 458163 HELPFUL TECH LLC 9 PORTLAND PLACE MONTCLAIR NJ 07042 CONSULTAN-SOFTWARE DEVELOPMENT 115709 2 1521694 1521694 253 253 1521947 0 0 253 564368 389712 90306 84350 68967 53675 9780 5512 34196 20072 7380 6744 17962 1435 16527 26413 23771 2642 80528 23064 57464 1216 1216 11971 11971 2103 2103 7372 7372 CONSULTANTS 513754 504624 2330 6800 BANK FEES 12801 1024 11777 SUPPLIES 6144 4543 1601 EQUIPMENT PURCHASES 3845 3845 0 1960 1357 603 1353600 1040309 209885 103406 61206 151241 156025 96316 3788 10447 139031 135978 5156 3053 1982 3373 228157 264430 348459 249105 5101 29783 108494 5755 462054 284643 X -253939 -188559 20042 168346 -233897 -20213 228157 264430 168347 45337 0 X 0 0 0 X 2386022 2150762 1917838 1983924 1521694 9960240 2386022 2150762 1917838 1983924 1521694 9960240 9960240 147 119 161 19 253 699 231 425 3173 3829 9964768 0.99950 0.99910 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 139031 135978 3053 3053 ACCRUED CURRENT LIABILITIES 5755 5755 1521947 0 1521947 0 1521947 1353600 0 1353600 0 1353600 PART X - LINE2 INSTEDD IS EXEMPT FROM TAXATION UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) AND CALIFORNIA REVENUE AND TAXATION CODE SECTION 23701D. GENERALLY ACCEPTED ACCOUNTING PRINCIPLES PROVIDE ACCOUNTING AND DISCLOSURE GUIDANCE ABOUT POSITIONS TAKEN BY AN ORGANIZATION IN ITS TAX RETURNS THAT MIGHT BE UNCERTAIN. MANAGEMENT HAS CONSIDERED ITS TAX POSITIONS AND BELIEVES THAT ALL OF THE POSITIONS TAKEN BY INSTEDD IN ITS FEDERAL AND STATE EXEMPT ORGANIZATION TAX RETURNS ARE MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION. INSTEDD'S RETURNS ARE SUBJECT TO EXAMINATION BY FEDERAL AND STATE TAXING AUTHORITIES, GENERALLY FOR THREE AND FOUR YEARS, RESPECTIVELY, AFTER THEY ARE FILED. 0 0 0 0 0 0 0 0 0 NICOLAS DI TADA DIR OF ENGINEERING 155240 0 0 0 0 0 0 0 0 0 155240 0 0 0 ANNE W SMITH PARENT OF WENDY SCHULTZ-HENRY, CEO 14967 INSTEDD COMPENSATED ANNE SMITH FOR CONSULTING SERVICES. 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE CHAIRMAN OF THE AUDIT COMMITTEE AND THE CFO AND ANY DISCRPANCIES OR QUESTIONS WILL BE DISCUSSED WITH THE PREPARER AND RESOLVED PRIOR TO FILING THE RETURNS FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS DISTRIBUTED TO ALL EMPLOYEES AND BOARD MEMBERS. THE ORGANIZATION HAS PUT IN PLACE A PROCESS TO REDISTRIBUTE AND MONITOR THE POLICY ANNUALLY. THIS IS DONE IN JANUARY OF EACH YEAR FOR ANY NEW EMPLOYEES AND/OR BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 15A THE OFFICERS' COMPENSATION IS DETERMINED BY THE BOARD OF DIRECTORS', COMPENSATION COMMITTEE AND COMPARISON DATA. A RESOLUTION IS PASSED ONCE THE SALARIES HAVE BEEN DETERMINED. THE BOARD OF DIRECTORS REVIEWS THE OFFICERS' COMPENSATION ANNUALLY TO DETERMINE IF CHANGES SHOULD BE MADE BASED ON PERFORMANCE, SCOPE OF WORK ADJUSTMENTS AND FINANCIAL RESOURCES AVAILABLE TO ACCOMMODATE ANY INCREASE. FORM 990, PART VI, SECTION C, LINE 19 INSTEDD MAKES AVAILABLE ALL DOCUMENTS REQUIRED WHEN REQUESTED BY THE PUBLIC.