Civic Intelligence

Instedd

EIN 20-4895174 • 501(c)3 • Santa Clara, CA

View Organization Page

Profile

To improve global health safety and sustainable developemtn through building capacity within communities to foster a local culture of innovation creating collaboration technologies for social good,

4701 Patrick Henry DrSanta Clara, CA 95054

www.instedd.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

86th percentile

0.50x

Higher debt load relative to assets than 86% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

85th percentile

0.40x

Higher debt load relative to revenue than 85% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

66th percentile

14%

Higher net margin than 66% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

53rd percentile

4.6%

Faster asset growth than 53% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

6th percentile

-48%

Faster revenue growth than 6% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets86th percentile

Assets

Up

$421,649

Up $18,463 (+4.6%) from 2023

Liabilities

Down

$210,395

Down $120,178 (-36%) from 2023

Net Assets

Up

$211,254

Up $138,641 (+191%) from 2023

Operations
Liabilities / Revenue85th percentileNet Margin66th percentile

Revenue

Down

$527,415

Down $488,883 (-48%) from 2023

Expenses

Down

$452,848

Down $534,756 (-54%) from 2023

Net Income

Up

$74,567

Up $45,873 (+160%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth53rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$3.0M$2.0M$1.0M$0-$1.0MAssets 2010: $2,048,086Liabilities 2010: $108,106Net Assets 2010: $1,939,9802010Assets 2011: $949,748Liabilities 2011: $265,170Net Assets 2011: $684,5782011Assets 2012: $995,555Liabilities 2012: $335,687Net Assets 2012: $659,8682012Assets 2013: $801,766Liabilities 2013: $512,271Net Assets 2013: $289,4952013Assets 2014: $2,315,182Liabilities 2014: $648,305Net Assets 2014: $1,666,8772014Assets 2015: $1,675,357Liabilities 2015: $837,465Net Assets 2015: $837,8922015Assets 2016: $1,049,496Liabilities 2016: $534,300Net Assets 2016: $515,1962016Assets 2017: $626,724Liabilities 2017: $492,961Net Assets 2017: $133,7632017Assets 2018: $113,334Liabilities 2018: $367,273Net Assets 2018: -$253,9392018Assets 2019: $228,157Liabilities 2019: $462,054Net Assets 2019: -$233,8972019Assets 2020: $264,430Liabilities 2020: $284,643Net Assets 2020: -$20,2132020Assets 2021: $564,712Liabilities 2021: $346,292Net Assets 2021: $218,4202021Assets 2022: $368,263Liabilities 2022: $324,345Net Assets 2022: $43,9182022Assets 2023: $403,186Liabilities 2023: $330,573Net Assets 2023: $72,6132023Assets 2024: $421,649Liabilities 2024: $210,395Net Assets 2024: $211,2542024

Highlighted filing

2024

Assets$421,649
Liabilities$210,395
Net Assets$211,254
Open 2024 Filing

Operations Trend

Revenue Growth6th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2010: $3,544,500Expenses 2010: $2,033,290Net Income 2010: $1,511,2102010Expenses 2011: $2,218,3672011Expenses 2012: $2,411,5232012Revenue 2013: $2,512,884Expenses 2013: $2,830,400Net Income 2013: -$317,5162013Revenue 2014: $4,121,602Expenses 2014: $2,744,220Net Income 2014: $1,377,3822014Revenue 2015: $2,309,848Expenses 2015: $3,138,833Net Income 2015: -$828,9852015Revenue 2016: $2,386,400Expenses 2016: $2,733,202Net Income 2016: -$346,8022016Revenue 2017: $2,151,306Expenses 2017: $2,557,700Net Income 2017: -$406,3942017Revenue 2018: $1,921,172Expenses 2018: $2,308,874Net Income 2018: -$387,7022018Revenue 2019: $1,983,943Expenses 2019: $1,963,902Net Income 2019: $20,0412019Revenue 2020: $1,521,947Expenses 2020: $1,353,600Net Income 2020: $168,3472020Revenue 2021: $1,626,213Expenses 2021: $1,400,824Net Income 2021: $225,3892021Revenue 2022: $1,411,403Expenses 2022: $1,585,906Net Income 2022: -$174,5032022Revenue 2023: $1,016,298Expenses 2023: $987,604Net Income 2023: $28,6942023Revenue 2024: $527,415Expenses 2024: $452,848Net Income 2024: $74,5672024

Highlighted filing

2024

Revenue$527,415
Expenses$452,848
Net Income$74,567
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$421,649
Liabilities
$210,395
Net assets
$211,254
Revenue
$527,415
Expenses
$452,848
Net income
$74,567
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.42$0.21$0.21$0.53$0.45$0.07
2023Detailed filing. Detailed filing data is available for this year.$0.40$0.33$0.07$1.02$0.99$0.03
2022Detailed filing. Detailed filing data is available for this year.$0.37$0.32$0.04$1.41$1.59$0.17
2021Detailed filing. Detailed filing data is available for this year.$0.56$0.35$0.22$1.63$1.40$0.23
2020Detailed filing. Detailed filing data is available for this year.$0.26$0.28$0.02$1.52$1.35$0.17
2019Detailed filing. Detailed filing data is available for this year.$0.23$0.46$0.23$1.98$1.96$0.02
2018Detailed filing. Detailed filing data is available for this year.$0.11$0.37$0.25$1.92$2.31$0.39
2017Detailed filing. Detailed filing data is available for this year.$0.63$0.49$0.13$2.15$2.56$0.41
2016Detailed filing. Detailed filing data is available for this year.$1.05$0.53$0.52$2.39$2.73$0.35
2015Detailed filing. Detailed filing data is available for this year.$1.68$0.84$0.84$2.31$3.14$0.83
2014Detailed filing. Detailed filing data is available for this year.$2.32$0.65$1.67$4.12$2.74$1.38
2013Detailed filing. Detailed filing data is available for this year.$0.80$0.51$0.29$2.51$2.83$0.32
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.00$0.34$0.66$2.41
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.95$0.27$0.68$2.22
2010Summary only. Only limited summary data is available for this year.$2.05$0.11$1.94$3.54$2.03$1.51
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 17, 2025
Return Version
2024v5.1
Gross Receipts
$527,415
Mission and Program Overview

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.

Our mission 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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$382,609$411,783▲ $29,174
Cash and Non-Interest-Bearing Accounts$16,258$5,758▼ $10,500
Prepaid Expenses and Deferred Charges$3,697$3,768▲ $71
Land, Buildings, and Equipment, Net$622$340▼ $282
Savings and Temporary Cash Investments$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$403,186$421,649▲ $18,463
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$233,806$106,594▼ $127,212
Other Liabilities$96,767$103,801▲ $7,034
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$330,573$210,395▼ $120,178
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$43,919$136,907▲ $92,988
Net Assets With Donor Restrictions$28,694$74,347▲ $45,653
Total Net Assets Fund Balance$72,613$211,254▲ $138,641
Total Liabilities and Net Assets / Fund Balance$403,186$421,649▲ $18,463

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$340$139,535$139,876
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Bridget SperryGlobal Acctg HR ManagerPT$37,809$17,850$55,659
Nicolas di TadaChief Technology OfficerPT$37,462$3,840$41,302
Anne SmithBusiness DevelopmentPT$23,729-$23,729
Wendy Schultz HenryCeobod-$7,508-$7,508

Board Members and Trustees

NameTitle
Anne Marie KimballBoard Member
Robert KirkpatrickBoard Member
Eric RasmussenBoard Memeber
Revenue and Support

Revenue Composition

Contributions and Grants
$521,415
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$6,000
All Other Contributions
$521,415
Change in Net Assets
$74,567
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$309,492
Salaries, Compensation, and Employee Benefits$143,356
Total Fundraising Expense$8,433
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management$137,766$2,823$0$140,589
Other Salaries and Wages$52,739$9,889$3,296$65,924
Information Technology$55,925$9,254$0$65,179
Other Expenses$38,118$16,566$0$54,684
Current Officers, Directors, Trustees, and Key Employees$43,484$8,153$2,718$54,355
Other Employee Benefits$11,849$2,222$740$14,811
Office Expenses$2,575$6,304$0$8,879
Payroll Taxes$6,613$1,240$413$8,266
Occupancy$0$6,724$0$6,724
Insurance$5,555$980$0$6,535
Fees for Services Legal$3,565$0$0$3,565
Travel$0$1,882$0$1,882
Fees for Services Accounting$0$284$0$284
Depreciation Depletion$0$282$0$282
Total Functional Expenses$371,862$72,553$8,433$452,848
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Anne SmithAnne Smith is the parent of CEO Wendy Schultz Henry and was compensated as an employeeReported on form W-2No$23,729

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Accrued Current Liabilities$103,801
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
Yes
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Part VI, Line 11A

“Form 990 is provided to all board members and is only filed after all members of the board have reviewed and approved”

Part VI, 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 in january of each year for any new employees and or board members”

Part VI, Line 15

“The officers compensation is determined by the board of directors compensation committee and comparison data. A resolution is passed once the salaries have 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.”

Filing and Contact Details

Filer

Filer Name
Instedd
EIN
20-4895174
Phone
4083969068
Address
4701 PATRICK HENRY DR, SANTA CLARA, CA 95054

Signing Officer

Name
Wendy Schultz Henry
Title
CEO
Phone
4083969068
Signed
2025-11-17

Organization Details

Principal Officer
Wendy L Schultz Henry
Formed
2006
Legal Domicile
CA
Voting Board Members
4
Independent Board Members
3
Employees
4
Volunteers
0
Raw XML AppendixShowing 400 of 642 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/PersonNm2Bridget Sperry
IRS990/Form990PartVIISectionAGrp/PersonNm3Anne Smith
IRS990/Form990PartVIISectionAGrp/PersonNm4Eric Rasmussen
IRS990/Form990PartVIISectionAGrp/PersonNm5Robert Kirkpatrick
IRS990/Form990PartVIISectionAGrp/PersonNm6Anne Marie Kimball
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IRS990/Form990PartVIISectionAGrp/TitleTxt0Chief Technology Officer
IRS990/Form990PartVIISectionAGrp/TitleTxt1CEOBOD
IRS990/Form990PartVIISectionAGrp/TitleTxt2Global Acctg HR Manager
IRS990/Form990PartVIISectionAGrp/TitleTxt3Business Development
IRS990/Form990PartVIISectionAGrp/TitleTxt4Board Memeber
IRS990/Form990PartVIISectionAGrp/TitleTxt5Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt6Board Member
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IRS990/MissionDesc0TO IMPROVE GLOBAL HEALTH SAFETY AND SUSTAINABLE DEVELOPEMTN THROUGH BUILDING CAPACITY WITHIN COMMUNITIES TO FOSTER A LOCAL CULTURE OF INNOVATION CREATING COLLABORATION TECHNOLOGIES FOR SOCIAL GOOD,
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IRS990/PrincipalOfficerNm0Wendy L Schultz Henry
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