2026-03-14T13:54:51-05:00 2025-06-30 042595327 O'CONNOR MALONEY & CO CPA'S 1 MERCANTILE STREET SUITE 760 WORCESTER MA 01608 990 2024-07-01 800319451 PRESENCING INSTITUTE INC PRES 6173958243 19 LINCOLN STREET ARLINGTON MA 02476 KATRIN KAEUFER MANAGING DIRECTOR 6173958243 2026-03-12 1 0 STEVEN A THEBODO P00738756 5087576391 2026-03-12 2024 2025-03-06 01:10:19Z KATRIN KAEUFER 19 LINCOLN STREET ARLINGTON MA 02476 4628155 0 X WWW.PRESENCING.ORG 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. 9 5 2 0 0 0 715442 828699 3597309 3751395 40318 37260 5363 3000 4358432 4620354 0 0 0 0 319196 241913 0 0 172123 3954894 4323442 4274090 4565355 84342 54999 2072313 1883382 854204 610274 1218109 1273108 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 4014094 3746594 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. 4014094 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 25 0 2 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 5 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 KATRIN KAEUFER MANAGING DIR/TREAS/CLERK/DIR 12.00 X X 127568 0 0 C OTTO SCHARMER PRESIDENT 16.00 X X 186350 0 0 REBECCA BUELL DIRECTOR 1.00 X 0 0 0 CHRISTIAN VON PLESSEN DIRECTOR 1.00 X 0 0 0 DAYNA CUNNINGHAM DIRECTOR 1.00 X 0 0 0 ANTOINETTE KLATZKY DIRECTOR 1.00 X 10000 0 0 JOSH KIRSCHENBAUM DIRECTOR 1.00 X 0 0 0 ALEXANDRA KORIJN DIRECTOR 1.00 X 0 0 0 DENISE FAIRCHILD DIRECTOR 1.00 X 0 0 0 JANICE SPADAFORE ASST CLERK/PRGM MGR 1.00 X 171035 0 0 494953 0 0 3 0 1 0 INSYTE PARTNERS 236 HILLDALE ROAD VILLANOVA PA 19085 CONSULTING SERVICES-COURSE FACULTY & PRO 442425 OTTO SCHARMER LLC 19 LINCOLN STREET ARLINGTON MA 02476 CONSULTING SERVICES-COURSE FACULTY & DES 177800 FAIR MANAGEMENT SERVICES LLC 1412 MOUNTAIN VIEW RD BENTON TN 37307 FINANCIAL & ADMINISTRATIVE SERVICES 171131 BEYOND BUSINESS SCHOOL CONSULTING 22 WARKWORTH CLOSE BRANBURY OX BD UK COURSE FACULTY, FACILITATION & PROGRAM S 169689 SCOTTISH GOVERNMENT BROOMHOUSE DRIVE EDINBURGH EH XD UK SECONDMENT FOR CONSULTANT-KENNETH HOGG, 166822 5 828699 828699 PROGRAM FEES 611430 3349780 3349780 CONSULTING FEES 541900 401615 401615 3751395 45061 45061 7801 -7801 -7801 -7801 OTHER MISCELLANEOUS IN 611430 3000 3000 3000 4620354 3746594 0 45061 X 168248 82525 63872 21851 44154 22473 21681 13018 6639 6379 16493 6395 6715 3383 5304 5304 43527 43527 3271960 3043348 178472 50140 5115 722 4393 51192 36549 8066 6577 148998 147025 1973 226256 152549 19214 54493 3510 3510 122956 122956 18887 14930 3957 WORKSHOP EXPENSES 307173 307173 DUES AND SUBSCRIPTIONS 68722 49990 15911 2821 MEALS 49842 46422 3015 405 4565355 4014094 379138 172123 206991 525714 1174840 1119201 200000 275783 123184 26933 55193 31591 31591 7675 0 180091 60090 2072313 1883382 151543 115512 662205 244840 40456 40300 0 209622 854204 610274 X 966248 1251178 251861 21930 1218109 1273108 2072313 1883382 54999 0 X X 0 1 X 1 1 1 X 1514526 806017 1785818 706032 828699 5641092 1514526 806017 1785818 706032 828699 5641092 5641092 395 400 9745 40065 45061 95666 5736758 14084395 0.98330 0.99040 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 31591 31591 0 0 FUNDS TO BE RETURNED TO A FEDERAL AGENCY 209622 209622 X 4620354 0 4620354 0 4620354 4565355 0 4565355 0 4565355 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. 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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 ANY CONFLICTS , AS DESCRIBED IN THE POLICY, ARE DISCLOSED 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 BOOKKEEPING: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 50,302. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 50,302. 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