2015-11-16T14:59:56-06:00 2014-12-31 954557617 Harrington Group CPAs LLP 234 East Colorado Blvd Suite M150 Pasadena CA 91101 990 2014-01-01 204895174 InSTEDD INST 4089621590 955 Benecia Avenue Sunnyvale CA 94085 Wendy Schultz-Henry COO, BOD 4089621590 2015-11-16 1 Tonetta L Conner CPA P01775198 6264036801 2014 2016-03-07 17:11:31Z Eduardo Jezierski 955 Benecia Avenue Sunnyvale CA 94085 4121602 0 X www.instedd.org X 2006 CA 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. 4 2 5 0 0 0 2511840 4118123 0 0 244 187 800 3292 2512884 4121602 0 0 0 0 1136835 918939 0 0 0 1693565 1825281 2830400 2744220 -317516 1377382 801766 2315182 512271 648305 289495 1666877 X 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. 0 0 696439 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. 626000 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. 219025 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. 199875 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. 160684 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. 60931 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. 421490 1962954 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 1 13 0 1 5 1 0 1 CB 0 0 0 0 0 0 0 0 X 4 2 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 CA X X InSTEDD 4089621590 955 Benecia Avenue Sunnyvale CA 94085 Wendy Schultz-Henry Sec./Treasurer, COO, CFO 40.00 X X 154000 0 32318 Eric Rasmussen Acting Chair 1.00 X X 0 0 0 Robert Kirkpatrick Director 1.00 X 0 0 0 Eduardo Jezierski Board Member. CEO 40.00 X X 131083 0 12176 Nicolas Di Tada Dir. of Engineering 40.00 X 136000 0 17807 Scott Teesdale Project Manager 40.00 X 125240 0 750 546323 0 63051 4 0 1 0 Manas Technology Solutions Bartolome Cruz 1818 1 Buenos Aires AR Consultant 944063 Infinitum Humanitarian Systems 20292 Pinntage Parkway Cupertino CA 95014 Consultant 109240 2 761606 3356517 4118123 187 187 Other income 900099 3292 3292 3292 4121602 0 0 3479 329577 210271 119306 487452 303091 184361 3203 1358 1845 54740 14068 40672 43967 23532 20435 832 832 36653 36653 5864 2985 2879 50612 18467 32145 113200 27959 85241 137428 118253 19175 50848 48752 2096 9011 9011 12925 12925 Contractors/consultants 1404423 1192987 211436 Staff development 2877 793 2084 Miscellaneous 608 438 170 2744220 1962954 781266 0 13685 1089556 356079 23757 622154 407579 559508 5669 3730 109088 98280 13786 10808 4968 5669 801766 2315182 512271 648305 512271 648305 X -7564 442408 297059 1224469 289495 1666877 801766 2315182 1377382 0 X 0 1 X 1 1 1 X 3526254 949725 2382832 2511840 4118123 13488774 3526254 949725 2382832 2511840 4118123 13488774 5274816 8213958 60 1052 447 244 187 1990 800 3292 4092 13494856 0.60870 0.62810 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 103614 92806 10808 5474 5474 0 10808 X 4121602 0 4121602 0 4121602 2744220 0 2744220 0 2744220 Part X, Line 2: 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. X 0 0 0 0 0 0 0 0 0 Wendy Schultz-Henry Sec./Treasurer, COO, CFO 154000 0 0 0 0 0 0 0 32318 0 186318 0 0 0 Nicolas Di Tada Dir. of Engineering 136000 0 0 0 0 0 0 0 17807 0 153807 0 0 0 Eric Rasmussen Acting Chair CEO of Infinitum Humanitarian Systems 29700 InSTEDD compensated Infinitum Humanitarian Sysems for management services. 0 Anne Smith Parent of Wendy Schultz-Henry, COO 50003 InSTEDD compensated Anne Smith for consulting services. 0 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.