2017-12-05T09:44:08-06:00 2017-06-30 042595327 O'CONNOR MALONEY & CO CPA'S 446 MAIN STREET WORCESTER MA 016082370 990 2016-07-01 800319451 PRESENCING INSTITUTE INC PRES 7816431733 1770 MASSACHUSETTS AVE BOX 221 CAMBRIDGE MA 02140 KATRIN KAEUFER PRESIDENT 7816431733 2017-11-08 1 JOSEPH F GRIMALDO P00043995 5087576391 47.44.130.26 2017-11-08 13:15:16 ES P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 DF79D7FD83D04CB87737A26D17089D46A1624602 2016 2017-02-10 21:41:12Z KATRIN KAEUFER 19 LINCOLN ST ARLINGTON MA 02476 2427084 0 X www.presencing.com X 2008 MA 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. 7 7 0 0 0 0 585861 1174807 884297 1252218 56 59 0 0 1470214 2427084 0 0 0 0 0 0 0 0 63214 1414871 1995200 1414871 1995200 55343 431884 462570 1301225 128690 350249 333880 950976 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. 0 0 1764327 1252218 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. 1764327 1 1 0 0 0 0 0 0 0 0 1 0 0 1 0 1 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 19 0 0 0 0 0 0 0 0 0 0 0 0 X 7 7 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 MA X KATRIN KAEUFER 7816431733 19 LINCOLN STREET ARLINGTON MA 02476 X KATRIN KAEUFER PRESIDENT/TREASURER/CLERK 24.00 X X 0 0 0 C Otto Scharmer DIRECTOR 18.00 X 0 0 0 REBECCA BUELL DIRECTOR 5.00 X 0 0 0 CHRISTIAN VON PLESSEN DIRECTOR 5.00 X 0 0 0 Dayna Cunningham DIRECTOR 5.00 X 0 0 0 Isabel Guerrero DIRECTOR 5.00 X 0 0 0 Antoinette Klatzky DIRECTOR 5.00 X 0 0 0 0 0 0 0 0 0 0 Beyond Business School Consulting 22 Warkworth Close Banbury OX16 1BD UK Facilitation & Program Management 179808 Otto Scharmer LLC 19 Lincoln Street Arlington MA 02476 Facilitation & Fundraising 175186 FAIR Management LLC 5305 SW 8th Court Cape Coral FL 33914 Financial & Administrative Services 139310 Marian Goodman 91 Brommersviei Road Constantia 7806 Cape Town SF . Facilitation & Program Management 116222 4 1174807 1174807 TRAINING PROGRAMS 611430 1252218 1252218 1252218 59 59 2427084 1252218 0 59 X 3941 3941 13611 13611 1294308 1155500 114307 24501 3480 3480 67831 45598 14183 8050 208206 161170 16651 30385 33248 32540 708 WORKSHOP EXPENSES 337546 337546 WEBSITE DESIGN AND DEVE 18685 17340 1345 MEALS 14099 10908 2913 278 Business Development 245 245 1995200 1764327 167659 63214 1387 17376 182629 827538 60000 30000 106688 169894 11634 0 15000 16800 10572 3231 6792 7341 78440 232276 462570 1301225 25526 98006 103164 252243 128690 350249 X 273880 622955 60000 328021 333880 950976 462570 1301225 431884 185212 0 X 0 0 0 X 666089 469739 731096 585861 1174807 3627592 666089 469739 731096 585861 1174807 3627592 3627592 59 100 123 56 59 397 3627989 5159382 0.99990 0.99980 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 10572 3231 7341 7341 Intangible Asset-Website ULab 232276 232276 X 2751359 324275 324275 2427084 0 2427084 2134263 139063 139063 1995200 0 1995200 Part X, Line 2: 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. United Kingdom 0 3 Program Services PFP and SPT Training; u.lab 52887 Africa 0 1 Program Services Leadership Training 13216 China 0 1 Fundraising N/A 1141 Germany 0 5 Program Services; Fundraising Masterclass Training 53013 Spain 0 0 Program Services Leadership Academy 14340 Nepal 0 0 Program Services Leadership Academy 12951 Japan 0 0 Program Services UHC LAb 6857 Mexico 0 0 Program Services U.Lab 189 Netherlands 0 1 Fundraising N/A 1499 0 10 0 1 0 11 154594 1499 156093 0 0 0 0 0 0 Otto Scharmer LLC Members of Board are also Members of LLC Conference Expenses X 0 0 0 0 Otto SCHARMER LLC Partnership whose members are on board of directors 191799 COMPENSATED FOR SERVICES RELATED TO PROGRAM Facilitation and Management 0 Isabel Guerrero Board Member 1000 COMPENSATED FOR SERVICES RELATED TO PROGRAM Facilitation 0 Form 990, Part VI, Section A, line 2 THE 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 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 THE CONFLICT OF INTEREST POLICY IS SIGNED 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 Program 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.