PRESENCING INSTITUTE: Form 990, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
PRESENCING INSTITUTE (EIN 80-0319451)
Tax period
2016-07-01 to 2017-06-30
Filed
2017-12-05
IRS object ID
201703399349300605
Schema version
2016v3.0
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)
Return2017-12-05T09:44:08-06:00ReturnTs
Tax Period End2017-06-30TaxPeriodEndDt

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 Begin2016-07-01TaxPeriodBeginDt

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
Signature2017-11-08SignatureDt
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)
IP2017-11-08IPDt
IP Tm13:15:16IPTm
IP TimezoneESIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device IdDF79D7FD83D04CB87737A26D17089D46A1624602AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2017-02-10 21:41:12ZBuildTS

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$2,427,084GrossReceiptsAmt
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 Body7VotingMembersGoverningBodyCnt
Voting Members Independent7VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$585,861PYContributionsGrantsAmt
CY Contributions Grants$1,174,807CYContributionsGrantsAmt
PY Program Service Revenue$884,297PYProgramServiceRevenueAmt
CY Program Service Revenue$1,252,218CYProgramServiceRevenueAmt
PY Investment Income$56PYInvestmentIncomeAmt
CY Investment Income$59CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$1,470,214PYTotalRevenueAmt
CY Total Revenue$2,427,084CYTotalRevenueAmt
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$63,214CYTotalFundraisingExpenseAmt
PY Other Expenses$1,414,871PYOtherExpensesAmt
CY Other Expenses$1,995,200CYOtherExpensesAmt
PY Total Expenses$1,414,871PYTotalExpensesAmt
CY Total Expenses$1,995,200CYTotalExpensesAmt
PY Revenues Less Expenses$55,343PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$431,884CYRevenuesLessExpensesAmt
Total Assets BOY$462,570TotalAssetsBOYAmt
Total Assets EOY$1,301,225TotalAssetsEOYAmt
Total Liabilities BOY$128,690TotalLiabilitiesBOYAmt
Total Liabilities EOY$350,249TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$333,880NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$950,976NetAssetsOrFundBalancesEOYAmt
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$1,764,327ExpenseAmt
Revenue$1,252,218RevenueAmt
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$1,764,327TotalProgramServiceExpensesAmt
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 Members7GoverningBodyVotingMembersCnt
Independent Voting Member7IndependentVotingMemberCnt
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
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (7 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
KATRIN KAEUFER
PRESIDENT/TREASURER/CLERK24.00Yes (X)Yes (X)$0$0$0
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
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (4 entries)

Address Line1ContractorAddress/ForeignAddress/AddressLine1TxtCityContractorAddress/ForeignAddress/CityNmProvince Or StateContractorAddress/ForeignAddress/ProvinceOrStateNmCountryContractorAddress/ForeignAddress/CountryCdServicesServicesDescCompensationCompensationAmtAddress Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdForeign PostalContractorAddress/ForeignAddress/ForeignPostalCd
Beyond Business School Consulting
22 Warkworth CloseBanburyOX16 1BDUKFacilitation & Program Management$179,808
Otto Scharmer LLC
Facilitation & Fundraising$175,18619 Lincoln StreetArlingtonMA02476
FAIR Management LLC
Financial & Administrative Services$139,3105305 SW 8th CourtCape CoralFL33914
Marian Goodman
91 Brommersviei RoadConstantia7806 Cape TownSFFacilitation & Program Management$116,222.
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K4CntrctRcvdGreaterThan100KCnt
All Other Contributions$1,174,807AllOtherContributionsAmt
Total Contributions$1,174,807TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescTRAINING PROGRAMSDesc
Business611430BusinessCd
Total Revenue Column$1,252,218TotalRevenueColumnAmt
Related Or Exempt Func Income$1,252,218RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$1,252,218TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$59TotalRevenueColumnAmt
Exclusion$59ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,427,084TotalRevenueColumnAmt
Related Or Exempt Func Income$1,252,218RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$59ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$3,941TotalAmt
Management And General$3,941ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$13,611TotalAmt
Management And General$13,611ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$1,294,308TotalAmt
Program Services$1,155,500ProgramServicesAmt
Management And General$114,307ManagementAndGeneralAmt
Fundraising$24,501FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$3,480TotalAmt
Program Services$3,480ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$67,831TotalAmt
Program Services$45,598ProgramServicesAmt
Management And General$14,183ManagementAndGeneralAmt
Fundraising$8,050FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$208,206TotalAmt
Program Services$161,170ProgramServicesAmt
Management And General$16,651ManagementAndGeneralAmt
Fundraising$30,385FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$33,248TotalAmt
Program Services$32,540ProgramServicesAmt
Management And General$708ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
WORKSHOP EXPENSES$337,546$337,546
WEBSITE DESIGN AND DEVE$18,685$17,340$1,345
MEALS$14,099$10,908$2,913$278
Business Development$245$245

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,995,200TotalAmt
Program Services$1,764,327ProgramServicesAmt
Management And General$167,659ManagementAndGeneralAmt
Fundraising$63,214FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$1,387BOYAmt
EOY$17,376EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$182,629BOYAmt
EOY$827,538EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$60,000BOYAmt
EOY$30,000EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$106,688BOYAmt
EOY$169,894EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$11,634BOYAmt
EOY$0EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$15,000BOYAmt
EOY$16,800EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$10,572LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$3,231LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$6,792BOYAmt
EOY$7,341EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$78,440BOYAmt
EOY$232,276EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$462,570BOYAmt
EOY$1,301,225EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$25,526BOYAmt
EOY$98,006EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$103,164BOYAmt
EOY$252,243EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$128,690BOYAmt
EOY$350,249EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$273,880BOYAmt
EOY$622,955EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$60,000BOYAmt
EOY$328,021EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$333,880BOYAmt
EOY$950,976EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$462,570BOYAmt
EOY$1,301,225EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$431,884ReconcilationRevenueExpnssAmt
Donated Services And Use Fclts$185,212DonatedServicesAndUseFcltsAmt
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$666,089CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$469,739CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$731,096CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$585,861CurrentTaxYearMinus1YearAmt
Current Tax Year$1,174,807CurrentTaxYearAmt
Total$3,627,592TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$666,089CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$469,739CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$731,096CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$585,861CurrentTaxYearMinus1YearAmt
Current Tax Year$1,174,807CurrentTaxYearAmt
Total$3,627,592TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$3,627,592PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$59CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$100CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$123CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$56CurrentTaxYearMinus1YearAmt
Current Tax Year$59CurrentTaxYearAmt
Total$397TotalAmt
FieldValueIRS element (for citing)
Total Support$3,627,989TotalSupportAmt
Gross Receipts Rltd Activities$5,159,382GrossReceiptsRltdActivitiesAmt
Public Support CY1700.99990PublicSupportCY170Pct
Public Support PY1700.99980PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$10,572OtherCostOrOtherBasisAmt
Depreciation$3,231DepreciationAmt
Book Value$7,341BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$7,341TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp

FieldValueIRS element (for citing)
DescIntangible Asset-Website ULabDesc
Book Value$232,276BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Other Assets$232,276TotalBookValueOtherAssetsAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$2,751,359TotalRevEtcAuditedFinclStmtAmt
Donated Services And Use Fclts$324,275DonatedServicesAndUseFcltsAmt
Revenue Not Reported$324,275RevenueNotReportedAmt
Revenue Subtotal$2,427,084RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$2,427,084TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$2,134,263TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$139,063DonatedServicesUseFcltsAmt
Expenses Not Reported$139,063ExpensesNotReportedAmt
Expenses Subtotal$1,995,200ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$1,995,200TotalExpensesPerForm990Amt

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 (9 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
United Kingdom03Program ServicesPFP and SPT Training; u.lab$52,887
Africa01Program ServicesLeadership Training$13,216
China01FundraisingN/A$1,141
Germany05Program Services; FundraisingMasterclass Training$53,013
Spain00Program ServicesLeadership Academy$14,340
Nepal00Program ServicesLeadership Academy$12,951
Japan00Program ServicesUHC LAb$6,857
Mexico00Program ServicesU.Lab$189
Netherlands01FundraisingN/A$1,499
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees10SubtotalEmployeesCnt
Continutation Total Office0ContinutationTotalOfficeCnt
Continutation Total Employee1ContinutationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee11TotalEmployeeCnt
Subtotal Spent$154,594SubtotalSpentAmt
Continuation Spent$1,499ContinuationSpentAmt
Total Spent$156,093TotalSpentAmt
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

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Otto Scharmer LLCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Relationship With OrgMembers of Board are also Members of LLCRelationshipWithOrgTxt
Loan PurposeConference ExpensesLoanPurposeTxt
Loan From OrganizationYes (X)LoanFromOrganizationInd
Balance Due$0BalanceDueAmt
Default0DefaultInd
Board Or Committee Approval0BoardOrCommitteeApprovalInd
Written Agreement0WrittenAgreementInd

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
Otto SCHARMER LLC
Partnership whose members are on board of directors$191,799COMPENSATED FOR SERVICES RELATED TO PROGRAM Facilitation and Management0
Isabel Guerrero
Board Member$1,000COMPENSATED FOR SERVICES RELATED TO PROGRAM Facilitation0

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 8,237. Management and general expenses 0. Fundraising expenses 0. Total expenses 8,237. Facilitation: Program service expenses 595,302. Management and general expenses 0. Fundraising expenses 0. Total expenses 595,302. Bookkeeping: Program service expenses 0. Management and general expenses 48,237. Fundraising expenses 0. Total expenses 48,237. Outside Staff Services: Program service expenses 551,961. Management and general expenses 66,070. Fundraising expenses 24,501. Total expenses 642,532.

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