PRESENCING INSTITUTE: Form 990, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
PRESENCING INSTITUTE (EIN 80-0319451)
Tax period
2017-07-01 to 2018-06-30
Filed
2018-11-15
IRS object ID
201833199349317138
Schema version
2017v2.3
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

FieldValueIRS element (for citing)
Return2018-11-15T17:02:36-06:00ReturnTs
Tax Period End2018-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN042595327PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1O'CONNOR MALONEY & CO CPA'SBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1446 MAIN STREETAddressLine1Txt
CityWORCESTERCityNm
State AbbreviationMAStateAbbreviationCd
ZIP016082370ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2017-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN800319451EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PRESENCING INSTITUTE INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlPRESBusinessNameControlTxt
Phone7816431733PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11770 MASSACHUSETTS AVE BOX 221AddressLine1Txt
CityCAMBRIDGECityNm
State AbbreviationMAStateAbbreviationCd
ZIP02140ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKATRIN KAEUFERPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone7816431733PhoneNum
Signature2018-10-09SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOSEPH F GRIMALDOPreparerPersonNm
PTINP00043995PTIN
Phone5087576391PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address47.44.130.26IPv4AddressTxt
FieldValueIRS element (for citing)
IP2018-10-09IPDt
IP Tm08:33:13IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device IdDF79D7FD83D04CB87737A26D17089D46A1624602AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerKATRIN KAEUFERPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line119 LINCOLN STAddressLine1Txt
CityARLINGTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02476ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$3,418,023GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.PRESENCING.COMWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2008FormationYr
Legal Domicile StateMALegalDomicileStateCd
Activity Or MissionTO 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 Body6VotingMembersGoverningBodyCnt
Voting Members Independent6VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$1,174,807PYContributionsGrantsAmt
CY Contributions Grants$2,083,847CYContributionsGrantsAmt
PY Program Service Revenue$1,252,218PYProgramServiceRevenueAmt
CY Program Service Revenue$1,328,814CYProgramServiceRevenueAmt
PY Investment Income$59PYInvestmentIncomeAmt
CY Investment Income$5,362CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$2,427,084PYTotalRevenueAmt
CY Total Revenue$3,418,023CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$47,374CYTotalFundraisingExpenseAmt
PY Other Expenses$1,995,200PYOtherExpensesAmt
CY Other Expenses$2,674,672CYOtherExpensesAmt
PY Total Expenses$1,995,200PYTotalExpensesAmt
CY Total Expenses$2,674,672CYTotalExpensesAmt
PY Revenues Less Expenses$431,884PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$743,351CYRevenuesLessExpensesAmt
Total Assets BOY$1,301,225TotalAssetsBOYAmt
Total Assets EOY$2,005,099TotalAssetsEOYAmt
Total Liabilities BOY$350,249TotalLiabilitiesBOYAmt
Total Liabilities EOY$378,122TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$950,976NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,626,977NetAssetsOrFundBalancesEOYAmt
MissionTO 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 Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$2,370,164ExpenseAmt
Revenue$1,328,814RevenueAmt
DescTO 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$2,370,164TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other AssetsYes (1)ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign ActivitiesYes (1)ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan OutstandingYes (1)LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org MemYes (1)BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document19IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members6GoverningBodyVotingMembersCnt
Independent Voting Member6IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1KATRIN KAEUFERBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7816431733PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line119 LINCOLN STREETAddressLine1Txt
CityARLINGTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02476ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (8 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
C OTTO SCHARMER
DIRECTOR18.00Yes (X)$0$0$0
REBECCA BUELL
DIRECTOR5.00Yes (X)$0$0$0
CHRISTIAN VON PLESSEN
DIRECTOR5.00Yes (X)$0$0$0
DAYNA CUNNINGHAM
DIRECTOR5.00Yes (X)$0$0$0
ISABEL GUERRERO
DIRECTOR5.00Yes (X)$0$0$0
ANTOINETTE KLATZKY
DIRECTOR5.00Yes (X)$0$0$0
KATRIN KAEUFER
PRESIDENT & TREASURER24.00$0$0$0Yes (X)
JANICE SPADAFORE
SECRETARY3.00$137,741$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$137,741TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmtAddress Line1ContractorAddress/ForeignAddress/AddressLine1TxtCityContractorAddress/ForeignAddress/CityNmProvince Or StateContractorAddress/ForeignAddress/ProvinceOrStateNmCountryContractorAddress/ForeignAddress/CountryCd
OATH INC
22000 AOL WAYDULLESVA20166REPORTING PLATFORM AND CONTENT$570,000
BEYOND BUSINESS SCHOOL CONSULTING
FACILITATION & PROGRAM MANAGEMENT$245,48722 WARKWORTH CLOSEBANBURYOX16 1BDUK
OTTO SCHARMER LLC
19 LINCOLN STREETARLINGTONMA02476FACILITATION & FUNDRAISING$197,475
FAIR MANAGEMENT LLC
5305 SW 8TH COURTCAPE CORALFL33914FINANCIAL & ADMINISTRATIVE SERVICES$149,378
INSTYE PARTNERS
236 HILLDALE ROADVILLANOVAPA19085FACILITATION & PROGRAM MANAGEMENT$140,369
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K5CntrctRcvdGreaterThan100KCnt
All Other Contributions$2,083,847AllOtherContributionsAmt
Total Contributions$2,083,847TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescTRAINING PROGRAMSDesc
Business611430BusinessCd
Total Revenue Column$1,328,814TotalRevenueColumnAmt
Related Or Exempt Func Income$1,328,814RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$1,328,814TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$5,362TotalRevenueColumnAmt
Exclusion$5,362ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,418,023TotalRevenueColumnAmt
Related Or Exempt Func Income$1,328,814RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$5,362ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$9,712TotalAmt
Management And General$9,712ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$14,578TotalAmt
Management And General$14,578ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$1,967,656TotalAmt
Program Services$1,746,744ProgramServicesAmt
Management And General$192,825ManagementAndGeneralAmt
Fundraising$28,087FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$5,278TotalAmt
Program Services$4,764ProgramServicesAmt
Management And General$270ManagementAndGeneralAmt
Fundraising$244FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$65,724TotalAmt
Program Services$36,193ProgramServicesAmt
Management And General$21,892ManagementAndGeneralAmt
Fundraising$7,639FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$208,557TotalAmt
Program Services$185,385ProgramServicesAmt
Management And General$12,130ManagementAndGeneralAmt
Fundraising$11,042FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$4,000TotalAmt
Program Services$4,000ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$33,864TotalAmt
Program Services$32,676ProgramServicesAmt
Management And General$1,188ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
WORKSHOP EXPENSES$280,379$280,379
WEBSITE DESIGN AND DEVE$66,324$64,666$1,658
MEALS$18,600$15,357$2,881$362

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$2,674,672TotalAmt
Program Services$2,370,164ProgramServicesAmt
Management And General$257,134ManagementAndGeneralAmt
Fundraising$47,374FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$17,376BOYAmt
EOY$297,899EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$827,538BOYAmt
EOY$932,516EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$30,000BOYAmt
EOY$534,500EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$169,894BOYAmt
EOY$49,567EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$16,800BOYAmt
EOY$48,201EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$12,950LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$5,584LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$7,341BOYAmt
EOY$7,366EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$232,276BOYAmt
EOY$135,050EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,301,225BOYAmt
EOY$2,005,099EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$98,006BOYAmt
EOY$100,625EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$252,243BOYAmt
EOY$207,171EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
EOY$70,326EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$350,249BOYAmt
EOY$378,122EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$622,955BOYAmt
EOY$728,208EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$328,021BOYAmt
EOY$898,769EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$950,976BOYAmt
EOY$1,626,977EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,301,225BOYAmt
EOY$2,005,099EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$743,351ReconcilationRevenueExpnssAmt
Donated Services And Use Fclts-$67,350DonatedServicesAndUseFcltsAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS Audited0FSAuditedInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$469,739CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$731,096CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$585,861CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,174,807CurrentTaxYearMinus1YearAmt
Current Tax Year$1,983,847CurrentTaxYearAmt
Total$4,945,350TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$469,739CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$731,096CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$585,861CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,174,807CurrentTaxYearMinus1YearAmt
Current Tax Year$1,983,847CurrentTaxYearAmt
Total$4,945,350TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$4,945,350PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$100CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$123CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$56CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$59CurrentTaxYearMinus1YearAmt
Current Tax Year$5,362CurrentTaxYearAmt
Total$5,700TotalAmt
FieldValueIRS element (for citing)
Total Support$4,951,050TotalSupportAmt
Gross Receipts Rltd Activities$5,706,870GrossReceiptsRltdActivitiesAmt
Public Support CY1700.99880PublicSupportCY170Pct
Public Support PY1700.99990PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Schedule D IRS990ScheduleD

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$12,950OtherCostOrOtherBasisAmt
Depreciation$5,584DepreciationAmt
Book Value$7,366BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$7,366TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp

FieldValueIRS element (for citing)
DescINTANGIBLE ASSETSDesc
Book Value$135,050BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Other Assets$135,050TotalBookValueOtherAssetsAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$3,418,023TotalRevEtcAuditedFinclStmtAmt
Revenue Not Reported$0RevenueNotReportedAmt
Revenue Subtotal$3,418,023RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$3,418,023TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$2,742,022TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$67,350DonatedServicesUseFcltsAmt
Expenses Not Reported$67,350ExpensesNotReportedAmt
Expenses Subtotal$2,674,672ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$2,674,672TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationMANAGEMENT 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 (8 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
UNITED KINGDOM03PROGRAM SERVICESPFP AND SPT TRAINING$138,369
SOUTH AFRICA02PROGRAM SERVICESCLIENT ENGAGEMENT$42,492
CHINA05PROGRAM SERVICES & FUNDRAISINGPFP$5,014
GERMANY04PROGRAM SERVICES; FUNDRAISINGPFP TRAINING, U.LAB SUPPORT$57,496
SPAIN01PROGRAM SERVICESGABV TRAINING$37,855
BRAZIL02RESEARCH$14,550
NETHERLANDS04PROGRAM SERVICES & FUNDRAISINGCLIENT ENGAGEMENT$19,238
CANADA01PROGRAM SERVICESGABV TRAINING$17,671
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees22SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee22TotalEmployeeCnt
Subtotal Spent$332,685SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$332,685TotalSpentAmt
Transfer To Foreign Corp0TransferToForeignCorpInd
Interest In Foreign Trust0InterestInForeignTrustInd
Foreign Corp Ownership0ForeignCorpOwnershipInd
Passive Foreign Investmest Co0PassiveForeignInvestmestCoInd
Foreign Partnership0ForeignPartnershipInd
Boycott Countries0BoycottCountriesInd

Schedule L IRS990ScheduleL

Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp (3 entries)

Relationship With OrgRelationshipWithOrgTxtLoan PurposeLoanPurposeTxtLoan To OrganizationLoanToOrganizationIndBalance DueBalanceDueAmtDefaultDefaultIndBoard Or Committee ApprovalBoardOrCommitteeApprovalIndWritten AgreementWrittenAgreementInd
OTTO SCHARMER LLC
MEMBER & OFFICER OF BOARD ARE ALSO MEMBERS OF LLCCOMPENSATION OWED FOR PROVIDING FACILITATION OF PROGRAM ACTIVITIESYes (X)$53,3560Yes (1)Yes (1)
JANICE SPADAFORE FAIR MANAGEME
OFFICER OF THE BOARDCOMPENSATION OWED FOR PROVIDING ACCOUNTING & BUSINESS MANAGEMENTYes (X)$7,2610Yes (1)Yes (1)
REBECCA BUELL
MEMBER OF THE BOARDCOMPENSATION OWED FOR PROVIDING FACILITATION OF PROGRAM ACTIVITIESYes (X)$9,7090Yes (1)Yes (1)
FieldValueIRS element (for citing)
Total Balance Due$70,326TotalBalanceDueAmt

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (3 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
OTTO SCHARMER LLC
PARTNERSHIP WHOSE MEMBERS ARE AN OFFICER & MEMBER OF THE BOARD OF DIRECTORS$197,475COMPENSATED FOR SERVICES RELATED TO PROGRAM FACILITATION AND MANAGEMENT0
REBECCA BUELL
MEMBER OF THE BOARD OF DIRECTORS$28,995COMPENSATED FOR PROVIDING THE FACILITATION OF PROGRAM ACTIVITIES0
JANICE SPADAFORE FAIR MANAGEME
OFFICER OF THE BOARD OF DIRECTORS$149,378COMPENSATED FOR PROVIDING ACCOUNTING AND BUSINESS MANAGEMENT SERVICES.0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 2THE ORAGANIZATION'S PRESIDENT AND THE PRESIDENT'S SPOUSE BOTH SERVE ON THE 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 11BA 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 12CTHE CONFLICT OF INTEREST POLICY IS SIGNED ANNUALLY AND MONITORED THROUGHOUT THE YEAR BY THE BOARD OF DIRECTORS.
FORM 990, PART VI, SECTION C, LINE 18THE ORGANIZATION MAKES ITS FORM 1023 AND 990 AVAILABLE TO THE PUBLIC UPON REQUEST.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
FORM 990, PART IX, LINE 11GPROGRAM SUPPORT & ADMIN: PROGRAM SERVICE EXPENSES 19,285. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 19,285. FACILITATION: PROGRAM SERVICE EXPENSES 596,273. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 596,273. BOOKKEEPING: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 51,802. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 51,802. OUTSIDE STAFF SERVICES: PROGRAM SERVICE EXPENSES 1,131,186. MANAGEMENT AND GENERAL EXPENSES 141,023. FUNDRAISING EXPENSES 28,087. TOTAL EXPENSES 1,300,296.

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