Instedd

Nonprofit profile at a glance

EIN
204895174
IRS 990 coverage
2011–2024
Forms available
Form 990 2024
Location
Santa Clara, CA, USA
Phone
4083969068
Rating
74
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Research Institutes and Public Policy Analysis

Reported finances

Revenue
$527,415
Expenses
$452,848
Assets
$421,649
Liabilities
$210,395

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

Leadership & pay

7 people listed

Highest reported compensation

  • Bridget Sperry (Global Acctg HR Manager): $55,659 total reported compensation
  • Nicolas di Tada (Chief Technology Officer): $41,302 total reported compensation
  • Anne Smith (Business Development): $23,729 total reported compensation

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

Overview

Mission

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,

What it reported doing in 2024

Non-communicable Disease Surveillance: With funding from the Centers for Disease Control and Prevention RTI and InSTEDD are exploring the feasibility and quality of new modes of data collection for non-communicable disease NCD surveillance. These new modes include short message service SMS interactive voice response IVR and computer-assisted telephone interviewing CATI.

Operating model

Revenue model
Donor-supported. 99% of the money available for current operations came from contributions and gifts.
Distribution model
Direct operator. The filing allocates 100% 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

SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. Program spending has declined or grown slowly and revenue has declined or grown slowly.

Rating breakdown

  • Financial Efficiency: 76
  • Transparency & Controls: 86
  • Accountability: 75
  • Sustainability: 47
  • Growth: 0

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 70.5%; rating input score 71
  • Program expense ratio: 82.1%; rating input score 82
  • Fundraising efficiency: $61.83 raised per $1 spent on fundraising; rating input score 81; 81st percentile among comparable filings

Transparency & Controls

  • Consistency checks: 91.7%; rating input score 92; 12th percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 75%; rating input score 75; 16th percentile among comparable filings
  • Governance controls: 6 of 8 controls in place; rating input score 75
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: NotApplicable
    • Other executive compensation review process: Pass
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Missing
    • Independent financial-statement audit: Fail

Sustainability

  • Operating margin: 14.1%; rating input score 69; 69th percentile among comparable filings
  • Total-asset coverage ratio: 0.93; rating input score 40; 40th percentile among comparable filings
  • Liabilities to assets ratio: 0.5; rating input score 16; 16th percentile among comparable filings
  • Officer compensation ratio: 28.3%; rating input score 8; 8th percentile among comparable filings

Growth

  • Program expense growth: -10.5% per year; rating input score 0; 4th percentile among comparable filings
  • Revenue growth: -6.2% per year; rating input score 0; 4th percentile among comparable filings
  • Asset growth: -11.3% per year; rating input score 0; 3rd percentile among comparable filings

Details

  • Where the money goes: 70.5% of revenue deployed · 82.1% of spending went to programs
  • Governance: 3 of 4 board members independent · 6 of 8 filing controls reported
  • Programs: 3 filed program accomplishments · $372K in reported program spending
  • Leadership: top reported pay $56K · 7 people listed
  • Consistency: 42 of 43 current checks pass · 1 finding to review
  • Schedules: 5 filed schedules · includes major donors
  • Filing history: 13 filing years from 2011 to 2024
  • Contacts: How to reach this organization
  • Money network: 4 filed money-flow records
  • 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 — Growth: Program expense growth scored 0/100.
  • High — Growth: Revenue growth scored 0/100.
  • Review — Accountability: Governance controls: Independent financial-statement audit not reported.
  • High — Growth: Asset growth scored 0/100.
  • Moderate — Sustainability: Total-asset coverage ratio scored 40/100.
  • Moderate — Transparency & Controls: Schedule A contributions reconciliation did not reconcile in the filed values.
  • High — Sustainability: Officer compensation ratio scored 8/100.
  • High — Sustainability: Liabilities to assets ratio scored 16/100.