INSTEDD: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- INSTEDD (EIN 20-4895174)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-16
- IRS object ID
- 201523209349311202
- Schema version
- 2014v5.0
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-16T14:59:56-06:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 954557617 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Harrington Group CPAs LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 234 East Colorado Blvd Suite M150 | AddressLine1Txt |
| City | Pasadena | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 204895174 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | InSTEDD | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | INST | BusinessNameControlTxt |
| Phone | 4089621590 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 955 Benecia Avenue | AddressLine1Txt |
| City | Sunnyvale | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94085 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Wendy Schultz-Henry | PersonNm |
| Person Title | COO, BOD | PersonTitleTxt |
| Phone | 4089621590 | PhoneNum |
| Signature | 2015-11-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Tonetta L Conner CPA | PreparerPersonNm |
| PTIN | P01775198 | PTIN |
| Phone | 6264036801 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Eduardo Jezierski | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 955 Benecia Avenue | AddressLine1Txt |
| City | Sunnyvale | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94085 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $4,121,602 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.instedd.org | WebsiteAddressTxt |
| Type Of Organization Other | Yes (X) | TypeOfOrganizationOtherInd |
| Formation | 2006 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | The mission of InSTEDD is to improve global health, safety and sustainable development through building capacity within communities to foster a local culture of innovation, creating collaboration technologies for social good, collaborating with end users through a bottom up design and development process and ensuring usefulness and impact through research and evaluation. | ActivityOrMissionDesc |
| Voting Members Governing Body | 4 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 2 | VotingMembersIndependentCnt |
| Total Employee | 5 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,511,840 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,118,123 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $244 | PYInvestmentIncomeAmt |
| CY Investment Income | $187 | CYInvestmentIncomeAmt |
| PY Other Revenue | $800 | PYOtherRevenueAmt |
| CY Other Revenue | $3,292 | CYOtherRevenueAmt |
| PY Total Revenue | $2,512,884 | PYTotalRevenueAmt |
| CY Total Revenue | $4,121,602 | 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 | $1,136,835 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $918,939 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,693,565 | PYOtherExpensesAmt |
| CY Other Expenses | $1,825,281 | CYOtherExpensesAmt |
| PY Total Expenses | $2,830,400 | PYTotalExpensesAmt |
| CY Total Expenses | $2,744,220 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$317,516 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,377,382 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $801,766 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,315,182 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $512,271 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $648,305 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $289,495 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,666,877 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | To improve global health, safety and sustainable development through building capacity within communities to foster a local culture of innovation, creating collaboration technologies for social good, collaborating with end users through a bottom up design and development process and ensuring usefulness and impact through research and evaluation. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $696,439 | ExpenseAmt |
| Desc | Health Information Systems -InSTEDD works with several stakeholders in the area of Health Information Systems design, development and implementation. This work includes the work formerly referred to as HI-PPP which is now called OpenHIE and is funded by PEPFAR. InSTEDD is a founding member of this community and is responsible for the Facility Registry Community activities. InSTEDD's iLab Southeast Asia team created, designed and developed the tool Resource Map, which is the reference technology that the Facility Registry module built upon. InSTEDD worked with the countries of Tanzania and Rwanda to implement the first instances of the OpenHIE architectures through the Facility Registry module. Along with the initial implementations, InSTEDD provided direct support to the online community strategy for OpenHIE for community engagement, branding, technical guides, and country support. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $626,000 | ExpenseAmt |
| Desc | Connected Diagnostics Initiative -In 2011 InSTEDD developed the concept of providing a software platform that was interoperable and could be connected to diagnostic devices to allow for remote telemetry of diagnostic equipment and testing machines. In that same year InSTEDD partnered with Cepheid, Inc., a leading diagnostics equipment manufacturer to pilot the platform using cloud hosting and and an Internet of things approach in South Africa in a TB study. In the ensuing 3 years InSTEDD further refined and enhanced the platform to work with multiple equipment and test platforms and in late 2013 partnered with FIND Diagnostics, a diagnostic solution provider and implementer, to form the Connected Diagnostics Intiative, ("CDX") which brings advanced telemetry, sophisticated dashboard capacity, mobile and cloud based systems and services, to the open source software platform. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $219,025 | ExpenseAmt |
| Desc | Ebola Response Program - In August of 2014, InSTEDD was engaged by Google.org to help UNICEF integrate their RapidPro tool with InSTEDD's Interactive Voice Technology, Verboice with the goal of enabling RapidPro users in the West African countries impacted by the Ebola outbreak to overcome literacy barriers found with a text message solution. Additionally, InSTEDD was asked to integrate the data collection tool Ona with both voice (IVR) and SMS (text) using our InSTEDD Hub platform which allowed data collected to be routed to either RapidPro or Ona or both. InSTEDD made it possible for UNICEF to integrate the tools they were using in the field to collect data from various sources which provided support to their overall response capabilities. At this same time InSTEDD was working with an on the ground organization called Odisi, as design and development partners for the technology that was the backbone of the ACT Project - Assisted Contact Tracing. ACT allows people to self-report symptoms of Ebola using their mobile phones. In October InSTEDD was funded by Skoll Global Threats Fund to support the Centers for Disease Control's active monitoring program for CDC employees returning from Ebola impacted countries to the US. The IVR system was customized for CDC usings InSTEDD's Verboice and mBuilder Technology platforms allowing for voice and sms two-way communications with travelers. The system was successful and was able to screen and identify infected individuals and have them properly quarantined. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (3 entries)
| ExpenseExpenseAmt | DescDesc |
|---|---|
| $199,875 | Design Services -InSTEDD provided design services and facilitated design events for rapid prototyping of solutions for the Rockefeller Foundation's Health of Informal Workers Initiative for the Cambodian informal worker population, as well as for the Skoll Global Threats Fund in support of their EpiHack (epidemiological hackathons) activities focused on development of participatory and digital disease detection surveillance tools. |
| $160,684 | Mobile Technology Services -InSTEDD conceived, designed and developed an extensive, adaptable, scalable, and simple to use mobile platform of technologies which integrate and interoperate with most enterprise solutions in the humanitarian sector as well as work as stand alone tools. In 2014 these tools were deployed with our support with groups like UN World Food Programme in their mobile Vulnerability Analysis and Mapping (mVAM) project to assist in collecting food security data remotely- through short phone surveys, using SMS, live telephone interviews and an Interactive Voice Response (IVR) system; International Finance Corporate (A member of the World Bank Group), in their Rice Sector Support Project aimed at strengthening the Cambodian rice sector to help farmers access higher-value seed varieties and increase the efficiency and yield of their farms and to boost Cambodian rice competitiveness on the international market; and the Population Council Adolescent Girls Empowerment Program providing the software platform with mobility embedded for the health voucher component of the program. |
| $60,931 | Research & Evaluation Services -InSTEDD provided R&E expertise to two research projects: 1) Population Council in support of their HIVCore project titled, Use of HIV Treatment Provider Reminders & Alerts for Improving Tuberculosis (TB) Intensive Case-Finding and Isoniazid Preventative Therapy for People Living with HIV in Western Kenya ("TB Tech"). The TB Tech project aimed to design, develop, implement, and test information and communication technologies to improve TB care among people living with HIV. The overall research objective was to evaluate the impact of implementing a reminder system for medical providers (i.e., nurses, clinical officers, medical officers, consultants) to improve TB case-finding and IPT for adults living with HIV in western Kenya; 2) Rwanda CDC and University of Rwanda to develop the research protocol to evaluate the clinical impacts and costs of eHealth in Rwanda using innovative frameworks and local capacity. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $421,490 | TotalOtherProgSrvcExpenseAmt |
| Total Program Service Expenses | $1,962,954 | 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 | Yes (1) | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (1) | 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 | 13 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 5 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | CB | ForeignCountryCd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 4 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 2 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | InSTEDD | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4089621590 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 955 Benecia Avenue | AddressLine1Txt |
| City | Sunnyvale | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94085 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (6 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| Wendy Schultz-Henry | |||||||
| Sec./Treasurer, COO, CFO | 40.00 | Yes (X) | Yes (X) | $154,000 | $0 | $32,318 | |
| Eric Rasmussen | |||||||
| Acting Chair | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Robert Kirkpatrick | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Eduardo Jezierski | |||||||
| Board Member. CEO | 40.00 | Yes (X) | Yes (X) | $131,083 | $0 | $12,176 | |
| Nicolas Di Tada | |||||||
| Dir. of Engineering | 40.00 | $136,000 | $0 | $17,807 | Yes (X) | ||
| Scott Teesdale | |||||||
| Project Manager | 40.00 | $125,240 | $0 | $750 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $546,323 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $63,051 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 4 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/ForeignAddress/AddressLine1Txt | CityContractorAddress/ForeignAddress/CityNm | CountryContractorAddress/ForeignAddress/CountryCd | ServicesServicesDesc | CompensationCompensationAmt | Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd |
|---|---|---|---|---|---|---|---|---|
| Manas Technology Solutions | ||||||||
| Bartolome Cruz 1818 1 | Buenos Aires | AR | Consultant | $944,063 | ||||
| Infinitum Humanitarian Systems | ||||||||
| Consultant | $109,240 | 20292 Pinntage Parkway | Cupertino | CA | 95014 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $761,606 | GovernmentGrantsAmt |
| All Other Contributions | $3,356,517 | AllOtherContributionsAmt |
| Total Contributions | $4,118,123 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $187 | TotalRevenueColumnAmt |
| Exclusion | $187 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other income | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $3,292 | TotalRevenueColumnAmt |
| Exclusion | $3,292 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $3,292 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,121,602 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,479 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $329,577 | TotalAmt |
| Program Services | $210,271 | ProgramServicesAmt |
| Management And General | $119,306 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $487,452 | TotalAmt |
| Program Services | $303,091 | ProgramServicesAmt |
| Management And General | $184,361 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,203 | TotalAmt |
| Program Services | $1,358 | ProgramServicesAmt |
| Management And General | $1,845 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,740 | TotalAmt |
| Program Services | $14,068 | ProgramServicesAmt |
| Management And General | $40,672 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,967 | TotalAmt |
| Program Services | $23,532 | ProgramServicesAmt |
| Management And General | $20,435 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $832 | TotalAmt |
| Management And General | $832 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,653 | TotalAmt |
| Management And General | $36,653 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,864 | TotalAmt |
| Program Services | $2,985 | ProgramServicesAmt |
| Management And General | $2,879 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,612 | TotalAmt |
| Program Services | $18,467 | ProgramServicesAmt |
| Management And General | $32,145 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $113,200 | TotalAmt |
| Program Services | $27,959 | ProgramServicesAmt |
| Management And General | $85,241 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $137,428 | TotalAmt |
| Program Services | $118,253 | ProgramServicesAmt |
| Management And General | $19,175 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,848 | TotalAmt |
| Program Services | $48,752 | ProgramServicesAmt |
| Management And General | $2,096 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,011 | TotalAmt |
| Management And General | $9,011 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,925 | TotalAmt |
| Management And General | $12,925 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| Contractors/consultants | $1,404,423 | $1,192,987 | $211,436 |
| Staff development | $2,877 | $793 | $2,084 |
| Miscellaneous | $608 | $438 | $170 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,744,220 | TotalAmt |
| Program Services | $1,962,954 | ProgramServicesAmt |
| Management And General | $781,266 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,685 | BOYAmt |
| EOY | $1,089,556 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $356,079 | BOYAmt |
| EOY | $23,757 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $622,154 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $407,579 | BOYAmt |
| EOY | $559,508 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,669 | BOYAmt |
| EOY | $3,730 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $109,088 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $98,280 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,786 | BOYAmt |
| EOY | $10,808 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,968 | BOYAmt |
| EOY | $5,669 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $801,766 | BOYAmt |
| EOY | $2,315,182 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $512,271 | BOYAmt |
| EOY | $648,305 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $512,271 | BOYAmt |
| EOY | $648,305 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$7,564 | BOYAmt |
| EOY | $442,408 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $297,059 | BOYAmt |
| EOY | $1,224,469 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $289,495 | BOYAmt |
| EOY | $1,666,877 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $801,766 | BOYAmt |
| EOY | $2,315,182 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,377,382 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
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 | $3,526,254 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $949,725 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,382,832 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,511,840 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,118,123 | CurrentTaxYearAmt |
| Total | $13,488,774 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,526,254 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $949,725 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,382,832 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,511,840 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,118,123 | CurrentTaxYearAmt |
| Total | $13,488,774 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $5,274,816 | SubstantialContributorsTotAmt |
| Public Support Total170 | $8,213,958 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $60 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,052 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $447 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $244 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $187 | CurrentTaxYearAmt |
| Total | $1,990 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $800 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,292 | CurrentTaxYearAmt |
| Total | $4,092 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $13,494,856 | TotalSupportAmt |
| Public Support CY170 | 0.60870 | PublicSupportCY170Pct |
| Public Support PY170 | 0.62810 | 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 | $103,614 | OtherCostOrOtherBasisAmt |
| Depreciation | $92,806 | DepreciationAmt |
| Book Value | $10,808 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,474 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,474 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $10,808 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $4,121,602 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $4,121,602 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $4,121,602 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,744,220 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $2,744,220 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $2,744,220 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part X, Line 2: | FormAndLineReferenceDesc |
| Explanation | InSTEDD is exempt from taxation under Internal Revenue Code Section 501(c)(3) and California Revenue and Taxation Code Section 23701d. Generally accepted accounting principles provide accounting and disclosure guidance about positions taken by an organization in its tax returns that might be uncertain. Management has considered its tax positions and believes that all of the positions taken by InSTEDD in its federal and state exempt organization tax returns are more likely than not to be sustained upon examination. InSTEDD's returns are subject to examination by federal and state taxing authorities, generally for three and four years, respectively, after they are filed. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| 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 (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Wendy Schultz-Henry | ||||||||||||||
| Sec./Treasurer, COO, CFO | $154,000 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $32,318 | $0 | $186,318 | $0 | $0 | $0 |
| Nicolas Di Tada | ||||||||||||||
| Dir. of Engineering | $136,000 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $17,807 | $0 | $153,807 | $0 | $0 | $0 |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| Eric Rasmussen Acting Chair | |||
| CEO of Infinitum Humanitarian Systems | $29,700 | InSTEDD compensated Infinitum Humanitarian Sysems for management services. | 0 |
| Anne Smith | |||
| Parent of Wendy Schultz-Henry, COO | $50,003 | InSTEDD compensated Anne Smith for consulting services. | 0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section B, line 11 | The Form 990 is reviewed by the Chairman of the Audit Committee and the CFO and any discrpancies or questions will be discussed with the preparer and resolved prior to filing the returns. |
| Form 990, Part VI, Section B, line 12c | The conflict of interest policy is distributed to all employees and board members. The organization has put in place a process to redistribute and monitor the policy annually. This is done every January of each year for any new employees and/or board members. |
| Form 990, Part VI, Section B, line 15a | The officers' compensation is determined by the Board of Directors', Compensation Committee and comparison data. A resolution is passed once the salaries has been determined. The Board of Directors reviews the Officers' compensation annually to determine if changes should be made based on performance, scope of work adjustments and financial resources available to accommodate any increase. |
| Form 990, Part VI, Section C, line 19 | InSTEDD makes available all documents required when requested by the public. |
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