Id Insight Inc

Nonprofit profile at a glance

EIN
274933181
IRS 990 coverage
2012–2024
Forms available
Form 990 2024
Location
San Francisco, CA, USA
Phone
6094542537
Rating
83
Verdict
STRONG
Rating confidence
Standard
Sector
International Development

Official website

Reported finances

Revenue
$17,272,759
Expenses
$22,117,626
Assets
$38,608,486
Liabilities
$2,203,252

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

20 people listed

Executive titles in this filing

  • REBECCA SHARP (CEO & PRESIDENT (FROM 02/24))
  • ESTHER WANG (INTERIM CO-CEO (UNTIL 02/24))
  • MARC SHOTLAND DIR RESEVAL (DIR., RES., EVAL. & DATA/INT. CO-CEO)

Highest reported compensation

  • REBECCA SHARP (CEO & PRESIDENT (FROM 02/24)): $271,732 total reported compensation
  • MARC SHOTLAND DIR RESEVAL (DIR., RES., EVAL. & DATA/INT. CO-CEO): $201,758 total reported compensation
  • DANIEL STEIN (CHIEF ECONOMIST): $191,450 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Our mission is to partner with clients to generate and use rigorous evidence to improve social impact. Depending on client needs, we help diagnose social sector challenges, design & test potential solutions, & operationalize those solutions found to be most effective.

What it reported doing in 2024

We carefully tailor a wide range of analytical and quantitative tools to enable our clients to design better policies, rigorously test those ideas, and take informed action at scale to improve lives. Our services include experimental evaluation methodologies--including, but not limited to, randomized controlled trials--tailored to the priorities of international development decision-makers; monitoring and performance management systems to facilitate continuous data-driven improvement; policy design consulting and scale-up support. Our advisory teams are closely integrated into and often embedded within our partner organizations, and we strive to provide comprehensive support for clients who want to maximize their social impact through evidence-informed policymaking.

Operating model

Revenue model
Mixed. Its operating money came from several sources; no one source provided a clear majority.
Distribution model
Direct operator. The filing allocates 91% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. The filing reports few safeguards for money sent abroad and expenses are high relative to revenue.

Rating breakdown

  • Financial Efficiency: 90
  • Transparency & Controls: 76
  • Accountability: 86
  • Sustainability: 31
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 100%; rating input score 100
  • Program expense ratio: 79.6%; rating input score 80
  • Fundraising efficiency: $29.74 raised per $1 spent on fundraising; rating input score 66; 66th percentile among comparable filings

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 62nd percentile among comparable filings
  • Pay-setting controls: 3 of 6 controls in place; rating input score 50
    • Compensation committee: Pass
    • Independent consultant: Missing
    • Other Form 990s reviewed: Pass
    • Written employment contract: Missing
    • Compensation survey or study: Missing
    • Board or committee approval: Pass
  • Foreign activity oversight: 1 of 8 controls in place; rating input score 12
    • Claims monitoring procedures: Pass
    • Requires narrative reports: Fail
    • Conducts field audits: Fail
    • May suspend future funding: Fail
    • Requires financial reports: Fail
    • Conducts site visits: Fail
    • Requires grant agreements: Fail
    • May require repayment: Fail
  • Grant itemization coverage: 100%; rating input score 100; 72nd percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Yes; rating input score 100

Accountability

  • Independent voting board: 83.3%; rating input score 83; 17th percentile among comparable filings
  • Governance controls: 8 of 9 controls in place; rating input score 89
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Pass
    • Other executive compensation review process: Fail
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: -28%; rating input score 3; 3rd percentile among comparable filings
  • Total-asset coverage ratio: 1.75; rating input score 57; 57th percentile among comparable filings
  • Liabilities to assets ratio: 0.06; rating input score 81; 81st percentile among comparable filings
  • Officer compensation ratio: 8.7%; rating input score 26; 26th percentile among comparable filings

Growth

  • Program expense growth: 22% per year; rating input score 100; 91st percentile among comparable filings
  • Revenue growth: 19.6% per year; rating input score 100; 92nd percentile among comparable filings
  • Asset growth: 26.3% per year; rating input score 100; 94th percentile among comparable filings

Details

  • Where the money goes: 100% of revenue deployed · 79.6% of spending went to programs
  • Governance: 5 of 6 board members independent · 8 of 9 filing controls reported
  • Programs: 1 filed program accomplishment · $17.6M in reported program spending
  • Leadership: top reported pay $272K · 20 people listed · 3 of 6 pay-setting controls reported
  • Highest-paid contractors: 5 contractors listed · $969K reported
  • Consistency: 33 of 33 current checks pass
  • Schedules: 8 filed schedules · includes major donors, foreign activity, executive pay, and related organizations
  • Filing history: 12 filing years from 2012 to 2024
  • Contacts: How to reach this organization
  • Money network: 12 filed money-flow records
  • Related organizations: Filed and resolved organization relationships.
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Transparency & Controls: Foreign activity oversight: 7 of 8 not reported.
  • High — Sustainability: Operating margin scored 3/100.
  • Review — Accountability: Governance controls: Other executive compensation review process not reported.
  • Review — Sustainability: Total-asset coverage ratio scored 57/100.
  • High — Sustainability: Officer compensation ratio scored 26/100.