PRESENCING INSTITUTE INC (EIN 800319451) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2008

Legal Domicile

Principal Officer

KATRIN KAEUFER

Phone

6173958243

Tax Period

2024-07-01 to 2025-06-30

PRESENCING INSTITUTE INC, founded in 2008, is a community nonprofit in the Education sector that reported $4.6M in total revenue in fiscal year 2024.

Mission

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.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $828,699

Program Service Revenue $3,751,395

Investment Income $37,260

Other Revenue $3,000

TOTAL REVENUE $4,620,354

Expense Breakdown

Grants Paid $0

Salaries & Benefits $241,913

Fundraising Expenses $172,123

Program Expenses $4,014,094

Other Expenses $4,323,442

TOTAL EXPENSES $4,565,355

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,620,354	$4,358,432	+0.1%
Expenses	$4,565,355	$4,274,090	+0.1%
Net Income	$54,999	$84,342	-0.3%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✓ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

N/A

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

⚠ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$484,953

Total Directors

$323,918

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KATRIN KAEUFER	MANAGING DIR/TREAS/CLERK/DIR	12.00	Officer Director	$127,568	$0	$127,568
C OTTO SCHARMER	PRESIDENT	16.00	Officer Director	$186,350	$0	$186,350
REBECCA BUELL	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTIAN VON PLESSEN	DIRECTOR	1.00	Director	$0	$0	$0
DAYNA CUNNINGHAM	DIRECTOR	1.00	Director	$0	$0	$0
ANTOINETTE KLATZKY	DIRECTOR	1.00	Director	$10,000	$0	$10,000
JOSH KIRSCHENBAUM	DIRECTOR	1.00	Director	$0	$0	$0
ALEXANDRA KORIJN	DIRECTOR	1.00	Director	$0	$0	$0
DENISE FAIRCHILD	DIRECTOR	1.00	Director	$0	$0	$0
JANICE SPADAFORE	ASST CLERK/PRGM MGR	1.00	Officer	$171,035	$0	$171,035

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$4,620,354	$4,565,355	$1,883,382	$54,999
2024	$4,358,432	$4,274,090	$2,072,313	$84,342
2023	$4,478,109	$4,274,480	$1,555,568	$203,629
2022	$3,698,949	$3,569,354	$1,453,004	$129,595
2021	$3,046,864	$2,814,880	$2,077,987	$231,984
2020	$1,762,885	$1,994,652	$896,909	$-231,767
2019	$2,099,183	$2,807,971	$1,337,593	$-708,788

PRESENCING INSTITUTE INC