INSTEDD: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- INSTEDD (EIN 20-4895174)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-16
- IRS object ID
- 202043219349323114
- Schema version
- 2019v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-16T18:28:26-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 943299540 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRENT WAKEFIELD CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 959 MARLINTON CT | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95120 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 204895174 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INSTEDD | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | INST | BusinessNameControlTxt |
| Phone | 4082151716 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4701 PATRICK HENRY DR BLDG 25 | AddressLine1Txt |
| City | SANTA CLARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95054 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WENDY L SCHULTZ-HENRY | PersonNm |
| Person Title | CEO, BOD | PersonTitleTxt |
| Phone | 4082151716 | PhoneNum |
| Signature | 2020-11-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRENT WAKEFIELD | PreparerPersonNm |
| PTIN | P01228251 | PTIN |
| Phone | 4083864249 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Principal Officer | WENDY L SCHULTZ-HENRY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4701 PATRICK HENRY DR BLDG 25 | AddressLine1Txt |
| City | SANTA CLARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95054 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,983,943 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.INSTEDD.ORG | WebsiteAddressTxt |
| Type Of Organization Assoc | Yes (X) | TypeOfOrganizationAssocInd |
| Formation | 2006 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | OUR MISSION IS TO IMPROVE GLOBALHEALTH, SAFETY AND SUSTAINABLE DEVELOPMENT THROUGH: COLLABORATING | ActivityOrMissionDesc |
| Voting Members Governing Body | 4 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 3 | VotingMembersIndependentCnt |
| Total Employee | 5 | TotalEmployeeCnt |
| Total Volunteers | 3 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,917,838 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,983,924 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $161 | PYInvestmentIncomeAmt |
| CY Investment Income | $19 | CYInvestmentIncomeAmt |
| PY Other Revenue | $3,173 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $1,921,172 | PYTotalRevenueAmt |
| CY Total Revenue | $1,983,943 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $992,786 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $773,684 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $155,599 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,316,088 | PYOtherExpensesAmt |
| CY Other Expenses | $1,190,218 | CYOtherExpensesAmt |
| PY Total Expenses | $2,308,874 | PYTotalExpensesAmt |
| CY Total Expenses | $1,963,902 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$387,702 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $20,041 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $113,334 | TotalAssetsBOYAmt |
| Total Assets EOY | $228,157 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $367,273 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $462,054 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | -$253,939 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | -$233,897 | NetAssetsOrFundBalancesEOYAmt |
| Mission | 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 | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $654,124 | ExpenseAmt |
| Desc | NON-COMMUNICABLE DISEASE SURVEILLANCE:WITH FUNDING FROM THE CENTERS FOR DISEASE CONTROL AND PREVENTION,RESEARCH TRIANGLE INSTITUTE (RTI) AND INSTEDD ARE EXPLORING THEFEASIBILITY AND QUALITY OF NEW MODES OF DATA COLLECTION FORNON-COMMUNICABLE DISEASE (NCD) SURVEILLANCE. THESE NEW MODES INCLUDESHORT MESSAGE SERVICE (SMS), INTERACTIVE VOICE RESPONSE (IVR), ANDCOMPUTER-ASSISTED TELEPHONE INTERVIEWING (CATI). | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $385,024 | ExpenseAmt |
| Desc | OPIOID RESPONSE PROJECT: THE OPIOID RESPONSE INNOVATION INITIATIVE IS A COLLABORATIVE DESIGN AND TECHNOLOGY DEVELOPMENT EFFORT. WITH A CROSS-FUNCTIONAL GROUP OF COMMUNITY HEALTH PROVIDERS, HEALTH AGENCIES, RESEARCH BODIES, AND TECHNOLOGY INNOVATORS, WE ARE WORKING TOGETHER TO IDENTIFY WAYS IN WHICH OPEN SOURCE TECHNOLOGY CAN AID THE OPIOID CRISIS RESPONSE. OUR COLLECTIVE GOAL IS TO IMPROVE HEALTH, SAFETY, AND SUSTAINABLE DEVELOPMENT IN COMMUNITIES HEAVILY IMPACTED BY OPIOID USE DISORDER. THE INITIAL DESIGN EFFORTS IN THE PROJECT WILL TAKE PLACE WITH SONORAN PREVENTION WORKS IN ARIZONA AND REGIONAL FAMILY RESOURCE NETWORK IN WEST VIRGINIA. AN ADDITIONAL SIX ORGANIZATIONS FROM AROUND THE UNITED STATES ARE ALSO JOINING THE INITIATIVE TO FORMULATE PROPOSALS AND IDEAS FOR ACTION. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $305,698 | ExpenseAmt |
| Desc | MAAP: THE MAPPING ANTIMICROBIAL RESISTANCE AND ANTIMICROBIAL USE PARTNERSHIP (MAAP) IS A MULTI-ORGANIZATION AND MULTI-NATIONAL COLLABORATION LED BY AFRICAN SOCIETY OF LABORATORY MANAGEMENT THAT SEEKS TO ESTABLISH A SYSTEM FOR THE COLLECTION, STORAGE, AND ANALYSIS OF ANTIMICROBIAL RESISTANCE (AMR) AND ANTIMICROBIAL USE (AMU) DATA ACROSS AFRICA.MAAP IS FUNDED BY THE UK GOVERNMENT'S FLEMING FUND AND FOCUSES ON RESPONSE TO THE GLOBAL THREAT OF AMR WITH THE GOAL OF IMPROVING LABORATORY CAPACITY AND DIAGNOSIS AS WELL AS DATA AND SURVEILLANCE OF AMR THROUGH A 'ONE HEALTH' APPROACH. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $1,344,846 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | Yes (1) | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | Yes (1) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 5 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 5 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | CB | ForeignCountryCd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 4 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 3 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INSTEDD | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4082151716 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4701 PATRICK HENRY DR BLDG 25 | AddressLine1Txt |
| City | SANTA CLARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95054 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (8 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| ERIC RASMUSSEN | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ROBERT KIRKPATRICK | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ANNE MARIE KIMBALL | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| WENDY SCHULTZ-HENRY | ||||||
| CEO, BOD | 40.00 | $139,966 | $0 | $0 | Yes (X) | |
| NICOLAS DI TADA | ||||||
| DIR OF ENGINEERING | 40.00 | $155,200 | $0 | $10,080 | Yes (X) | |
| SCOTT TEESDALE | ||||||
| PROJECT MANAGER | 40.00 | $65,666 | $0 | $8,938 | Yes (X) | |
| JOSEPH AGOADA | ||||||
| GLOBAL COMMUNICATIONS | 40.00 | $72,362 | $0 | $10,128 | Yes (X) | |
| SPERRY BRIDGET | ||||||
| GLOBAL ACCOUNTING & HR MANAGER | 40.00 | $94,000 | $0 | $13,016 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $527,194 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $42,162 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MANAS TECHNOLOGY SOLUTIONS BARTOLOME CR | BusinessNameLine1Txt |
Contractor Address ContractorAddress
Foreign Address ForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1818 1 | AddressLine1Txt |
| City | BUENOS AIRES | CityNm |
| Country | AR | CountryCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | CONSULTAN-SOFTWARE DEVELOPMENT | ServicesDesc |
| Compensation | $511,411 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $1,983,924 | AllOtherContributionsAmt |
| Total Contributions | $1,983,924 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $19 | TotalRevenueColumnAmt |
| Exclusion | $19 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,983,943 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $19 | ExclusionAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $651,529 | TotalAmt |
| Program Services | $273,372 | ProgramServicesAmt |
| Management And General | $243,972 | ManagementAndGeneralAmt |
| Fundraising | $134,185 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $82,461 | TotalAmt |
| Program Services | $52,876 | ProgramServicesAmt |
| Management And General | $19,087 | ManagementAndGeneralAmt |
| Fundraising | $10,498 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,694 | TotalAmt |
| Program Services | $8,931 | ProgramServicesAmt |
| Management And General | $19,847 | ManagementAndGeneralAmt |
| Fundraising | $10,916 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,002 | TotalAmt |
| Program Services | $3,579 | ProgramServicesAmt |
| Management And General | $15,423 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,141 | TotalAmt |
| Program Services | $1,014 | ProgramServicesAmt |
| Management And General | $127 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,619 | TotalAmt |
| Program Services | $27,688 | ProgramServicesAmt |
| Management And General | $2,931 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $106,027 | TotalAmt |
| Program Services | $30,894 | ProgramServicesAmt |
| Management And General | $75,133 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,604 | TotalAmt |
| Program Services | $41,287 | ProgramServicesAmt |
| Management And General | $3,317 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,863 | TotalAmt |
| Program Services | $14,655 | ProgramServicesAmt |
| Management And General | $3,208 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,059 | TotalAmt |
| Management And General | $3,059 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,659 | TotalAmt |
| Management And General | $7,659 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| CONSULTANTS | $926,169 | $877,989 | $48,180 |
| BANK FEES | $16,751 | $949 | $15,802 |
| EQUIPMENT PURCHASES | $8,260 | $8,060 | $200 |
| SUPPLIES | $5,448 | $1,972 | $3,476 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,616 | TotalAmt |
| Program Services | $1,580 | ProgramServicesAmt |
| Management And General | $2,036 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,963,902 | TotalAmt |
| Program Services | $1,344,846 | ProgramServicesAmt |
| Management And General | $463,457 | ManagementAndGeneralAmt |
| Fundraising | $155,599 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,289 | BOYAmt |
| EOY | $61,206 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $130 | BOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $64,427 | BOYAmt |
| EOY | $156,025 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,851 | BOYAmt |
| EOY | $3,788 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $139,031 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $133,875 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,555 | BOYAmt |
| EOY | $5,156 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,082 | BOYAmt |
| EOY | $1,982 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $113,334 | BOYAmt |
| EOY | $228,157 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $367,273 | BOYAmt |
| EOY | $348,459 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $5,101 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $108,494 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $367,273 | BOYAmt |
| EOY | $462,054 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$329,331 | BOYAmt |
| EOY | -$253,939 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $75,392 | BOYAmt |
| EOY | $20,042 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$253,939 | BOYAmt |
| EOY | -$233,897 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $113,334 | BOYAmt |
| EOY | $228,157 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $20,041 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | Yes (1) | AccountantCompileOrReviewInd |
Acct Compile Or Review Basis AcctCompileOrReviewBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| FS Audited | 0 | FSAuditedInd |
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,304,778 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,386,022 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,150,762 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,917,838 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,983,924 | CurrentTaxYearAmt |
| Total | $10,743,324 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,304,778 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,386,022 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,150,762 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,917,838 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,983,924 | CurrentTaxYearAmt |
| Total | $10,743,324 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $10,743,324 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $71 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $147 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $119 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $161 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $19 | CurrentTaxYearAmt |
| Total | $517 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $231 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $425 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,173 | CurrentTaxYearMinus1YearAmt |
| Total | $8,829 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $10,752,670 | TotalSupportAmt |
| Public Support CY170 | 0.99910 | PublicSupportCY170Pct |
| Public Support PY170 | 0.75090 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $139,031 | OtherCostOrOtherBasisAmt |
| Depreciation | $133,875 | DepreciationAmt |
| Book Value | $5,156 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $5,156 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED CURRENT LIABILITIES | Desc |
| Amt | $108,494 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $108,494 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $1,983,943 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,983,943 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $1,983,943 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,963,902 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,963,902 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,963,902 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X - LINE2 | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NICOLAS DI TADA | PersonNm |
| Title | DIR OF ENGINEERING | TitleTxt |
| Base Compensation Filing Org | $150,200 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $5,000 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $0 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $10,080 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $165,280 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANNE W SMITH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | PARENT OF WENDY SCHULTZ-HENRY, CEO | RelationshipDescriptionTxt |
| Transaction | $34,652 | TransactionAmt |
| Transaction | INSTEDD COMPENSATED ANNE SMITH FOR CONSULTING SERVICES. | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: | WITH END USERS THROUGH A HUMAN-CENTERED DESIGN AND DEVELOPMENT PROCESS; CO-CREATING TOOLS TO SUPPORT COLLABORATION FOR SOCIAL GOOD; ENSURING IMPACT THROUGH RESEARCH AND EVALUATION; BUILDING CAPACITY WITHIN COMMUNITIES TO FOSTER A LOCAL CULTURE OF INNOVATION. |
| FORM 990, PART III, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: | DEVELOPMENT PROCESS AND ENSURING USEFULNESS AND IMPACT THROUGH RESEARCH AND EVALUATION. |
| FORM 990, PART III, LINE 4D, OTHER PROGRAM SERVICES: | SPIDER: SWEDISH PROGRAM FOR ICT4D IN DEVELOPING REGIONS PROGRAM (SPIDER) BEGAN A MULTI-YEAR TECHNOLOGY, RESEARCH, DESIGN, DEVELOPMENT AND DEPLOYMENT COLLABORATION WITH THE INSTEDD ILAB SOUTHEAST ASIA OFFICE. THE COMMON SHARED GOAL BETWEEN THE ORGANIZATIONS WAS TO ASSIST EFFORTS IN CAMBODIA AROUND KNOWLEDGE SHARING AND INNOVATIVE IMPLEMENTATION OF INFORMATION COMMUNICATION TECHNOLOGY FOR DEVELOPMENT (ICT4D). |
| 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. |
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