PRESENCING INSTITUTE: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- PRESENCING INSTITUTE (EIN 80-0319451)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2019-11-14
- IRS object ID
- 201933189349309858
- Schema version
- 2018v3.1
- 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 | 2019-11-14T14:42:27-06:00 | ReturnTs |
| Tax Period End | 2019-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042595327 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | O'CONNOR MALONEY & CO CPA'S | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 446 MAIN STREET | AddressLine1Txt |
| City | WORCESTER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 016082370 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 800319451 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRESENCING INSTITUTE INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PRES | BusinessNameControlTxt |
| Phone | 6173958243 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1770 MASSACHUSETTS AVE BOX 221 | AddressLine1Txt |
| City | CAMBRIDGE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02140 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JANICE SPADAFORE | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 6173958243 | PhoneNum |
| Signature | 2019-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSEPH F GRIMALDO | PreparerPersonNm |
| PTIN | P00043995 | PTIN |
| Phone | 5087576391 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 47.44.130.26 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-13 | IPDt |
| IP Tm | 09:08:58 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | DF79D7FD83D04CB87737A26D17089D46A1624602 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JANICE SPADAFORE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5305 SW 8TH COURT | AddressLine1Txt |
| City | CAPE CORAL | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33914 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,099,183 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.PRESENCING.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2008 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | 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. | ActivityOrMissionDesc |
| Voting Members Governing Body | 5 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 5 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,083,847 | PYContributionsGrantsAmt |
| CY Contributions Grants | $967,461 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,328,814 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,122,903 | CYProgramServiceRevenueAmt |
| PY Investment Income | $5,362 | PYInvestmentIncomeAmt |
| CY Investment Income | $5,500 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $3,319 | CYOtherRevenueAmt |
| PY Total Revenue | $3,418,023 | PYTotalRevenueAmt |
| CY Total Revenue | $2,099,183 | 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 | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $69,902 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,674,672 | PYOtherExpensesAmt |
| CY Other Expenses | $2,807,971 | CYOtherExpensesAmt |
| PY Total Expenses | $2,674,672 | PYTotalExpensesAmt |
| CY Total Expenses | $2,807,971 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $743,351 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$708,788 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $2,005,099 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,337,593 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $378,122 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $486,754 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,626,977 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $850,839 | NetAssetsOrFundBalancesEOYAmt |
| Mission | 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,520,597 | ExpenseAmt |
| Revenue | $1,126,222 | RevenueAmt |
| Desc | 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. | Desc |
| Total Program Service Expenses | $2,520,597 | 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 |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| 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 | 0 | 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 | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | 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 | Yes (1) | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | Yes (1) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| 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 | 27 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| 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 | 5 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 5 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | 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 | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KATRIN KAEUFER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7816431733 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19 LINCOLN STREET | AddressLine1Txt |
| City | ARLINGTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02476 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (7 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| C OTTO SCHARMER | ||||||
| PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| REBECCA BUELL | ||||||
| DIRECTOR | 1.00 | Yes (X) | $43,953 | $0 | $0 | |
| CHRISTIAN VON PLESSEN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DAYNA CUNNINGHAM | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ANTOINETTE KLATZKY | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KATRIN KAEUFER | ||||||
| EXECUTIVE DIRECTOR | 24.00 | Yes (X) | $0 | $0 | $0 | |
| JANICE SPADAFORE | ||||||
| SECRETARY/PRGM MGR | 6.00 | Yes (X) | $157,323 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $201,276 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt | Address Line1ContractorAddress/ForeignAddress/AddressLine1Txt | CityContractorAddress/ForeignAddress/CityNm | Province Or StateContractorAddress/ForeignAddress/ProvinceOrStateNm | CountryContractorAddress/ForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|
| OATH INC | |||||||||
| 22000 AOL WAY | DULLES | VA | 20166 | REPORTING PLATFORM AND CONTENT | $570,000 | ||||
| INSTYE PARTNERS | |||||||||
| 236 HILLDALE ROAD | VILLANOVA | PA | 19085 | FACILITATION & PROGRAM MANAGEMENT | $299,707 | ||||
| BEYOND BUSINESS SCHOOL CONSULTING | |||||||||
| FACILITATION & PROGRAM MANAGEMENT | $174,294 | 22 WARKWORTH CLOSE | BANBURY | OX16 1BD | UK | ||||
| FAIR MANAGEMENT LLC | |||||||||
| 5305 SW 8TH COURT | CAPE CORAL | FL | 33914 | FINANCIAL & ADMINISTRATIVE SERVICES | $148,805 | ||||
| OTTO SCHARMER LLC | |||||||||
| 19 LINCOLN STREET | ARLINGTON | MA | 02476 | FACILITATION & FUNDRAISING | $134,777 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 6 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $967,461 | AllOtherContributionsAmt |
| Total Contributions | $967,461 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TRAINING PROGRAMS | Desc |
| Business | 611430 | BusinessCd |
| Total Revenue Column | $1,122,903 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,122,903 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,122,903 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,500 | TotalRevenueColumnAmt |
| Exclusion | $5,500 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| OTHER MISCELLANEOUS IN | 611430 | $2,819 | $2,819 |
| RECOVERY OF BAD DEBT | 611430 | $500 | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $3,319 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,099,183 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,126,222 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $5,500 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,174 | TotalAmt |
| Management And General | $13,174 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,892 | TotalAmt |
| Management And General | $18,892 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,171,399 | TotalAmt |
| Program Services | $1,996,401 | ProgramServicesAmt |
| Management And General | $147,633 | ManagementAndGeneralAmt |
| Fundraising | $27,365 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,735 | TotalAmt |
| Program Services | $4,420 | ProgramServicesAmt |
| Management And General | $315 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,897 | TotalAmt |
| Program Services | $32,700 | ProgramServicesAmt |
| Management And General | $21,621 | ManagementAndGeneralAmt |
| Fundraising | $2,576 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $204,333 | TotalAmt |
| Program Services | $157,205 | ProgramServicesAmt |
| Management And General | $9,712 | ManagementAndGeneralAmt |
| Fundraising | $37,416 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,427 | TotalAmt |
| Program Services | $8,427 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,392 | TotalAmt |
| Program Services | $17,753 | ProgramServicesAmt |
| Management And General | $1,639 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| WORKSHOP EXPENSES | $181,176 | $181,176 | ||
| WEBSITE DESIGN AND DEVE | $101,478 | $99,501 | $1,977 | |
| MEALS | $28,068 | $23,014 | $2,509 | $2,545 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,807,971 | TotalAmt |
| Program Services | $2,520,597 | ProgramServicesAmt |
| Management And General | $217,472 | ManagementAndGeneralAmt |
| Fundraising | $69,902 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $297,899 | BOYAmt |
| EOY | $148,638 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $932,516 | BOYAmt |
| EOY | $934,530 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $534,500 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,567 | BOYAmt |
| EOY | $178,061 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,201 | BOYAmt |
| EOY | $15,000 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $18,640 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $8,743 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,366 | BOYAmt |
| EOY | $9,897 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $135,050 | BOYAmt |
| EOY | $51,467 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,005,099 | BOYAmt |
| EOY | $1,337,593 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $100,625 | BOYAmt |
| EOY | $240,433 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $207,171 | BOYAmt |
| EOY | $181,900 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $70,326 | BOYAmt |
| EOY | $64,421 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $378,122 | BOYAmt |
| EOY | $486,754 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $728,208 | BOYAmt |
| EOY | $800,198 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $898,769 | BOYAmt |
| EOY | $50,641 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,626,977 | BOYAmt |
| EOY | $850,839 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,005,099 | BOYAmt |
| EOY | $1,337,593 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$708,788 | ReconcilationRevenueExpnssAmt |
| Donated Services And Use Fclts | -$67,350 | DonatedServicesAndUseFcltsAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | 0 | FSAuditedInd |
| 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 | $731,096 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $585,861 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,174,807 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,983,847 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $967,461 | CurrentTaxYearAmt |
| Total | $5,443,072 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $731,096 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $585,861 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,174,807 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,983,847 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $967,461 | CurrentTaxYearAmt |
| Total | $5,443,072 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $5,443,072 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $123 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $56 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $59 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,362 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,500 | CurrentTaxYearAmt |
| Total | $11,100 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $5,454,172 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $5,752,344 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.99800 | PublicSupportCY170Pct |
| Public Support PY170 | 0.99880 | 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
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $18,640 | OtherCostOrOtherBasisAmt |
| Depreciation | $8,743 | DepreciationAmt |
| Book Value | $9,897 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $9,897 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $2,099,183 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $2,099,183 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $2,099,183 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,875,321 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $67,350 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $67,350 | ExpensesNotReportedAmt |
| Expenses Subtotal | $2,807,971 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $2,807,971 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (11 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| UNITED KINGDOM | 0 | 4 | PROGRAM SERVICES | GABV; PFP; CLIENT SERVICES | $185,985 |
| SOUTH AFRICA | 0 | 2 | PROGRAM SERVICES | CLIENT ENGAGEMENT | $39,922 |
| GERMANY | 0 | 3 | PROGRAM SERVICES; FUNDRAISING | GABV TRAINING | $23,459 |
| BRAZIL | 0 | 1 | RESEARCH | RESEARCH | $42,350 |
| NETHERLANDS | 0 | 3 | PROGRAM SERVICES | CLIENT ENGAGEMENT | $63,539 |
| BELGIUM | 0 | 1 | PROGRAM SERVICES | U.LAB SUPPORT | $38,075 |
| INDIA | 0 | 1 | RESEARCH & PROGRAM SERVICES | SPT WORKSHOPS | $22,270 |
| ITALY | 0 | 1 | PROGRAM SERVICES | DIALOGUE WORKSHOPS | $9,824 |
| PERU | 0 | 0 | PROGRAM SERVICES | GABV TRAINING | $17,549 |
| SWITZERLAND | 0 | 1 | PROGRAM SERVICES | U.LAB SUPPORT | $36,970 |
| ZAMBIA | 0 | 2 | PROGRAM SERVICES | UBUNTU LAB | $10,347 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 16 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 3 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 19 | TotalEmployeeCnt |
| Subtotal Spent | $425,424 | SubtotalSpentAmt |
| Continuation Spent | $64,866 | ContinuationSpentAmt |
| Total Spent | $490,290 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
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 | JANICE SPADAFORE | PersonNm |
| Title | SECRETARY/PRGM MGR | TitleTxt |
| Base Compensation Filing Org | $157,323 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $0 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $0 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $157,323 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp (4 entries)
| Relationship With OrgRelationshipWithOrgTxt | Loan PurposeLoanPurposeTxt | Loan To OrganizationLoanToOrganizationInd | Balance DueBalanceDueAmt | DefaultDefaultInd | Board Or Committee ApprovalBoardOrCommitteeApprovalInd | Written AgreementWrittenAgreementInd |
|---|---|---|---|---|---|---|
| OTTO SCHARMER LLC | ||||||
| OFFICER OF BOARD IS A MEMBER OF LLC | COMPENSATION OWED FOR PROVIDING FACILITATION OF PROGRAM ACTIVITIES | Yes (X) | $26,590 | 0 | Yes (1) | Yes (1) |
| JANICE SPADAFORE FAIR MANAGEME | ||||||
| OFFICER OF THE BOARD | COMPENSATION OWED FOR PROVIDING ACCOUNTING & BUSINESS MANAGEMENT | Yes (X) | $6,062 | 0 | Yes (1) | Yes (1) |
| REBECCA BUELL | ||||||
| MEMBER OF THE BOARD | COMPENSATION OWED FOR PROVIDING FACILITATION OF PROGRAM ACTIVITIES | Yes (X) | $11,769 | 0 | Yes (1) | Yes (1) |
| KATRIN KAEUFER | ||||||
| OFFICER OF THE BOARD | COMPENSATION OWED FOR PROVIDING FACILITATION OF PROGRAM ACTIVITIES | Yes (X) | $20,000 | 0 | Yes (1) | Yes (1) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $64,421 | TotalBalanceDueAmt |
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (4 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| OTTO SCHARMER LLC | |||
| PARTNERSHIP WHOSE MEMBERS ARE OFFICERS OF THE BOARD OF DIRECTORS | $134,777 | COMPENSATED FOR SERVICES RELATED TO PROGRAM FACILITATION AND MANAGEMENT | 0 |
| REBECCA BUELL | |||
| MEMBER OF THE BOARD OF DIRECTORS | $29,513 | COMPENSATED FOR PROVIDING THE FACILITATION OF PROGRAM ACTIVITIES | 0 |
| JANICE SPADAFORE FAIR MANAGEME | |||
| OFFICER OF THE BOARD OF DIRECTORS | $148,798 | COMPENSATED FOR PROVIDING ACCOUNTING AND BUSINESS MANAGEMENT SERVICES. | 0 |
| KATRIN KAUEFER | |||
| OFFICER OF THE BOARD OF DIRECTORS | $53,564 | COMPENSATED FOR SERVICES RELATED TO PROGRAM FACILITATION AND MANAGEMENT | 0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 51,534. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 51,534. OUTSIDE STAFF SERVICES: PROGRAM SERVICE EXPENSES 1,996,401. MANAGEMENT AND GENERAL EXPENSES 96,099. FUNDRAISING EXPENSES 27,365. TOTAL EXPENSES 2,119,865. |
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