Form 990 for tax year 2023

Totals

Total revenue

$69,535,230

Total expenses

$110,225,088

Contributions and grants received

$68,649,189

Grants paid

$49,272,616

Program service revenue

$0

Investment income

$886,041

Other revenue

$0

Total assets, end of year

$96,073,073

Total liabilities, end of year

$28,229,489

Net assets or fund balances, end of year

$67,843,584

Program services expenses (Part IX)

$98,011,893

Management and general expenses

$11,051,404

Fundraising expenses

$1,161,791

Program service expenses (Part III)

$98,011,893

Program services were 88.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Mission and programs · 2023

• TOBACCO CONTROL PROGRAMS:VITAL STRATEGIES ACHIEVED THE FOLLOWING ACCOMPLISHMENTS AS PART OF THE BLOOMBERG FAMILY FOUNDATION INITIATIVE TO REDUCE TOBACCO USE IN 2023:- IN 2023, THE UNION/VITAL STRATEGIES TOBACCO CONTROL DIVISION CONTRIBUTED TO POLICY DEVELOPMENT, CAPACITY BUILDING AND SUSTAINABILITY EFFORTS ACROSS THE 10 BLOOMBERG INITIATIVE PRIORITY COUNTRIES, AND SEVERAL NON-PRIORITY COUNTRIES. IN ADDITION, SIGNIFICANT WORK CONTINUED AND GREW UNDER THE GLOBAL IMPLEMENTATION PROGRAM AND THE TOBACCO INDUSTRY INTERFERENCE GRANTS PROGRAM. THE UNION/VITAL STRATEGIES ALSO LAUNCHED THE CESSATION PROGRAM, WITH THE FIRST CALL FOR PROPOSALS RELEASED IN AUGUST 2023.- IN 2023, THE UNION/VITAL TCD STOP TEAM SUCCESSFULLY REBRANDED THE STOP GRANTS PROGRAM AS THE TOBACCO INDUSTRY INTERFERENCE (TII) GRANTS PROGRAM. THE FIRST OPEN CALL FOR PROPOSALS WAS LAUNCHED ALONGSIDE ROUNDS 33/34 OF THE BI GRANTS PROGRAM. THE TEAM RECEIVED 116 APPLICATIONS AND FINALIZED 19 NEW GRANTS IN 2023. THE UNION/VITAL TCD TEAM ALSO COLLABORATED WITH BI PARTNERS THROUGHOUT THE YEAR TO PRODUCE AND ADAPT A VARIETY OF STOP OUTPUTS, INCLUDING ADAPTING REPORTS, CONTRIBUTING TO TOBACCO TACTICS PAGES, AND TRANSLATING AND DISTRIBUTING INFORMATION TO COUNTRY TEAMS. THE TEAM EXPANDED MONITORING EFFORTS, ESTABLISHING A BI PARTNER-WIDE MONITORING SYSTEM, AND UTILIZED MONITORING TO FACILITATE ACTIONS TO COUNTER INDUSTRY ACTIVITY AT THE COUNTRY LEVEL.- THE GLOBAL IMPLEMENTATION PROGRAM EXPANDED SUPPORT TO 12 NEW JURISDICTIONS IN 2023, BRINGING THE TOTAL TO 24 CITIES/DISTRICTS ACROSS FIVE COUNTRIES. COLLECTIVELY THE CITIES AND DISTRICTS HELD 34 COORDINATION MEETINGS, ISSUED 42 DIRECTIVES, TRAINED 3,000 STAKEHOLDERS, DISTRIBUTED 24,000 NO SMOKING SIGNS AND INSPECTED 20,000 VENUES AND RETAILERS. THE TOBACCO CONTROL IMPLEMENTATION HUB RECEIVED OVER 13,000 VIEWS, BRINGING THE TOTAL TO 46,000 VIEWS FROM 152 COUNTRIES SINCE ITS LAUNCH IN 2021. TWO WEBINARS WERE HELD SHARING BEST PRACTICES WITH 300 PARTICIPANTS. - IN 2023, THE CESSATION PROGRAM LAUNCHED WITH PRIORITY COUNTRY SITUATIONAL ASSESSMENTS, A LITERATURE REVIEW ON BEST CESSATION PRACTICES, AND AN EXPERT PANEL MEETING EARLY IN THE YEAR TO PREPARE THE PROGRAM WITH A FORMAL LAUNCH. THE CESSATION PROGRAM COORDINATED CLOSELY WITH WHO PARTNERS TO ALIGN CESSATION WORK AND INITIATED PLANS TO DEVELOP GUIDANCE MATERIALS, WHICH WILL BE COMPLETED IN 2024. ADDITIONALLY, THE CESSATION PROGRAM IDENTIFIED THREE CONSULTANTS TO SUPPORT VITAL STRATEGIES COUNTRY TEAMS AND PARTNERS BY PROVIDING TECHNICAL ASSISTANCE AND BOLSTERING THE SUSTAINABLE DEVELOPMENT OF EACH COUNTRY'S CESSATION SERVICES. TO FURTHER SUPPORT SUSTAINABLE DEVELOPMENT OF SERVICES, VITAL STRATEGIES STARTED WORKING WITH UNDP TO DEVELOP INVESTMENT CASES FOR FOUR COUNTRIES, VIETNAM, MEXICO, INDONESIA, AND PHILIPPINES, TO BE USED TO ADVOCATE FOR CESSATION FUNDING AND SUPPORT. THROUGHOUT THE YEAR VITAL STRATEGIES SUPPORTED SIX COUNTRIES TO DEVELOP CESSATION GRANT PROPOSALS IN INDIA, CHINA, INDONESIA, VIETNAM, MEXICO AND UKRAINE. FINALLY, THE CESSATION PROGRAM FORMALLY LAUNCHED IN LATE AUGUST 2023 WITH ROUND 34 OF THE BI GRANTS PROGRAM. THIS GRANT ROUND WAS OPEN TO THE 10 BI PRIORITY COUNTRIES, FOCUSED ON LONGER TERM GRANTS (12-24 MONTHS) WITH BUDGETS UP TO 400K USD, PROPOSALS WERE ACCEPTED FROM PAKISTAN AND INDIA.

  Expenses $20,073,593 · Grants $11,125,915

• DATA FOR HEALTH PROGRAMS:VITAL STRATEGIES ACHIEVED THE FOLLOWING ACCOMPLISHMENTS AS PART OF THE BLOOMBERG FAMILY FOUNDATION DATA FOR HEALTH PROGRAM IN 2023:- CRVS CONTINUED ITS WORK IN ENSURING THAT A GREATER NUMBER OF BIRTH AND DEATH RECORDS ARE COUNTED AS PART OF ITS PUBLIC HEALTH SYSTEMS IMPROVEMENT OBJECTIVE. IN ALL, 608 CRITICAL PATH PROCESS MILESTONES WERE REPORTED ON IN THE 25 TWO-YEAR COUNTRY WORKPLANS IN THE AREAS OF BUSINESS PROCESS MAPPING AND IMPROVEMENT; MEDICAL CERTIFICATION OF CAUSE OF DEATH; ICD CODING; MEDICO-LEGAL DEATH INVESTIGATION; VERBAL AUTOPSY; AND VITAL STATISTICS PRODUCTION AND USE. OF THESE, 63% (382) WERE COMPLETED, AND 16% (98) WERE DEFERRED TO THE 2024-2025 PROJECT YEAR. PROGRESS IN LEGAL AND REGULATORY REVIEW AND REFORM WAS ALSO UNDERTAKEN IN 22 OF 25 COUNTRIES. TWELVE COUNTRIES RECEIVED BUDGET ADVOCACY SUPPORT DURING THE YEAR INCLUDING SUPPORT FOR COSTING AND RESOURCE ALLOCATION IN BANGLADESH AND FOR LAYING THE GROUNDWORK FOR A SUSTAINABLE ICD CODING UNIT IN VIET NAM. EIGHT COUNTRIES INCLUDED CIVIL SOCIETY ORGANIZATION (CSO) ADVOCACY IN THEIR TWO-YEAR WORKPLANS, WITH WORK UNDERWAY IN THREE COUNTRIES (PHILIPPINES, UGANDA, AND ZAMBIA). LASTLY, 24 COUNTRIES PLANNED 111 SEPARATE CRVS BUSINESS PROCESSES, AND CREATED NEW OR IMPROVED BUSINESS PROCESS MAPS FOR THEM. OF THESE, MAPPING OF AT LEAST AS-IS PROCESS MAPS HAD BEEN COMPLETED IN 81% OF COUNTRIES. TWENTY-FOUR COUNTRIES (INCLUDING THREE STATES IN INDIA AND FOUR CHINESE PROVINCES) HAVE EITHER ADOPTED OR ADOPTED AND INSTITUTIONALIZED THE USE OF THE WHO STANDARD MEDICAL CERTIFICATE OF CAUSE OF DEATH (MCCD) FORM, WHILE 82% (129) OF 158 PLANNED CRITICAL MILESTONES IN ICD CODING WERE COMPLETED AND INSTITUTIONALIZED, OR ON TRACK FOR COMPLETION BY THE END OF THE PROJECT YEAR. - OVER THE PAST YEAR, DATA IMPACT HAD A NUMBER OF SUCCESSES: TWO POLICY BRIEFS ON TELEMEDICINE AND UNIVERSAL HEALTH COVERAGE ARE LEADING TO POLICY CHANGES IN CAMEROON; IN MUMBAI, GBV SERVICES WERE EXPANDED TO 30 MATERNITY HOMES AS A RESULT OF ANALYSIS OF DATA FROM ONE STOP "DILAASA"CENTERS IN THE CITY; SEVERAL D2P-GENERATED POLICY BRIEFS HAVE LED TO POLICY CHANGES IN SRI LANKA SUCH AS ADDRESSING CHILDHOOD MENTAL HEALTH AND FILARIASIS; THE D2P CURRICULUM WAS ADAPTED FOR SHANGHAI, CHINA LEADING TO EIGHT POLICY BRIEFS PRESENTED TO POLICYMAKERS IN MINGHANG AND JING'AN DISTRICTS ON THE TOPICS OF CHILD OBESITY, HIV SELF-TEST RESULTS, CANCER SCREENING PROGRAMS, SUBSIDIZED INFLUENZA VACCINATION IN SCHOOLS, STROKE RISK SCREENING, AND INJURY PREVENTION FOR SENIORS; TERMS OF REFERENCE AND STANDARD OPERATING PROCEDURES WERE DEVELOPED FOR THE ADVANCED DATA ANALYTICS UNIT THAT WAS ESTABLISHED IN BANGLADESH IN PHASE 4; THE 2019 CAUSE OF DEATH REPORT IN BOLIVIA WAS DISSEMINATED TO THE MINISTRY OF HEALTH AND SPORTS; A LOCAL ADAPTATION OF D2P HAS BEEN IMPLEMENTED AND INSTITUTIONALIZED IN THE PHILIPPINES; A GENDER STATISTICS REPORT WAS DISSEMINATED IN SENEGAL.- THE GLOBAL GRANTS PROGRAM (GGP) EXPANDED THE REACH OF D4H TO 9 NEW COUNTRIES AND APPROVED AN ADDITIONAL 22 PROJECTS OVER THE FUNDING ROUNDS (7 + 8) AT A CUMULATIVE VALUE OF $2.9M. IN BOTH ROUNDS, GGP INCREASED D4H PARTNER INVOLVEMENT IN NON-FOCUS COUNTRY WORK WITH THE CDCF MANAGING MORE PROJECTS IN ROUNDS 7 AND 8 THAN IN PREVIOUS ROUNDS. GGP ALSO BEGAN THE TRANSITION PROCESS WITH COLOMBIA AND PHILIPPINES, SUPPORTING CRVS AND DI PROJECTS IN BOTH COUNTRIES AND SUPPORTED TWO REGIONAL PARTNERSHIPS WITH AFRICA CDC AND SPC. LASTLY, GGP PROMOTED CROSS-COUNTRY COLLABORATIONS/SHARING OF EXPERIENCE BETWEEN COUNTRIES THROUGH COMMUNITIES OF PRACTICE AND TECHNICAL EXCHANGE VISITS AND PILOTED HIGH RISK/HIGH VALUE WORK IN A VARIETY OF SETTINGS, FOR EXAMPLE CAPITALIZING ON A LAW CHANGE THAT LIBERALIZED ABORTION CARE IN LIBERIA TO ASSESS AND IMPROVE DATA SYSTEMS AND GENERATION ABOUT ABORTION SERVICES. - CANCER REGISTRY HAS MADE MANY STRIDES IN ITS TARGETED FOCUS COUNTRIES IN 2023. IN THE ASIA REGION, VITAL HELPED ESTABLISHED THE FIRST-EVER NATIONAL LEVEL TECHNICAL WORKING GROUP POPULATION-BASED CANCER REGISTRATION IN CAMBODIA, DISSEMINATED IN GLOBOCAN 2022 CANCER INCIDENCE DATA FROM COLOMBO PBCR IN SRI LANKA AND DISSEMINATED THE FIRST-EVER ANNUAL POPULATION-BASED CANCER REGISTRY INCIDENCE REPORT IN VIETNAM. ACHIEVEMENTS WERE ALSO MADE IN THE AFRICA REGION. DURING 2023, THE TEAM FROM THE IARC-GICR ABIDJAN COLLABORATING CENTER SUPPORTED FRANCOPHONE COUNTRIES WITH TRAINING IN BASIC AND INTERMEDIATE CANCER REGISTRATION AND USE OF CANREG5. OVER THE LAST YEAR, THEY TRAINED 52 REGISTRARS (31 MALES; 21 FEMALES) IN CANCER REGISTRY METHODS, PROVIDING MUCH NEEDED CAPACITY STRENGTHENING, PARTICULARLY IN STAGING. IN ZIMBABWE WE SUPPORTED TRAINING ON DHIS 2 ONCOLOGY MODULE IN MOZAMBIQUE, PUBLISHED THE FIRST-EVER CHILDHOOD AND ADULT SURVIVAL ESTIMATES IN RWANDA AND FINALIZED RETROSPECTIVE CASE COLLECTION UP TO 2020 IN ZIMBABWE.

  Expenses $19,211,104 · Grants $8,411,864

• OPIOID OVERDOSE PREVENTION PROGRAM:VITAL STRATEGIES ACHIEVED THE FOLLOWING ACCOMPLISHMENTS IN OUR PHASE 1 STATES OF MICHIGAN AND PENNSYLVANIA AS PART OF THE BLOOMBERG FAMILY FOUNDATION OPIOID OVERDOSE PREVENTION PROGRAM IN 2023:MICHIGAN:- EVALUATION OF A HOSPITAL MOUD GRANT TECHNICAL ASSISTANCE PROGRAM FOR SOUTHEAST MICHIGAN WAS COMPLETED BY JHU PARTNERS AND JOINTLY PRESENTED TO THE MICHIGAN HOSPITAL ASSOCIATION, DEMONSTRATING EFFECTIVENESS OF THE PROJECT- SUPPORTED BY VITAL EMBEDDED STAFF, MICHIGAN ASSOCIATION OF COUNTIES LAUNCHED A DASHBOARD FOR TRACKING AND REPORTING ON OPIOID SETTLEMENT SPENDING BY COUNTIES; AND PUBLISHED A TOOLKIT WITH RESOURCES FOR IMPLEMENTATION AND MONITORING OF OPIOID SETTLEMENT SPENDING AT COUNTY LEVEL- SUPPORTED BY WORK CONDUCTED BY VITAL EMBEDDED STAFF, MICHIGAN FINALIZED NEW ADMINISTRATIVE RULES REMOVING BARRIERS TO BUPRENORPHINE ACCESS AND IMPLEMENTING PATIENT PROTECTIONSPENNSYLVANIA:- PENNSYLVANIA DOC CREATES ASSISTANT MAT COORDINATOR POSITION, SECURING SUSTAINABLE STATE FUNDING FOR A ROLE THAT BEGAN AS A VITAL EMBEDDED STAFF PROJECT- PENNSYLVANIA DEPARTMENT OF HEALTH SECURED ADDITIONAL FUNDING TO RE-LAUNCH FOR AN ADDITIONAL THREE MONTHS A NALOXONE ACCESS MEDIA CAMPAIGN ORIGINALLY DEVELOPED FOR THEM BY VITAL STRATEGIES ADDITIONAL ACCOMPLISHMENTS WERE ACHIEVED IN THE NEW STATES ENGAGED AS PART OF PHASE 2 OF THE BLOOMBERG FAMILY FOUNDATION OPIOID OVERDOSE PREVENTION PROGRAM IN 2023KENTUCKY:- IN PARTNERSHIP WITH JOHNS HOPKINS UNIVERSITY, COMPLETED BASELINE SURVEY OF HOSPITALS IN KENTUCKY WITH 100% RESPONSE RATE FROM EMERGENCY DEPARTMENTS STATEWIDE TO DEVELOP KNOWLEDGE THAT WILL INFORM FUTURE WORKNEW JERSEY:- AWARDED FIVE GRANTS TO COMMUNITY-LED ORGANIZATIONS IN NEW JERSEY FOR COMMUNITY ENGAGEMENT, HARM REDUCTION AND STIGMA REDUCTION WORK.- SUPPORTED MONTCLAIR STATE UNIVERSITY TO DESIGN AND LAUNCH A FIRST OF ITS KIND GRADUATE CERTIFICATE IN HARM REDUCTION CURRICULUM FOR ITS SOCIAL WORK PROGRAM- NEW JERSEY DEPARTMENT OF HEALTH, WITH VITAL STRATEGIES TECHNICAL ASSISTANCE, COMPLETED NEW INTERIM RULES FOR APPROVAL OF HARM REDUCTION CENTERS AND RELEASED STATE FUNDING FOR NEW EXPANSION OF SYRINGE ACCESS SERVICES. SEVERAL VITAL STRATEGIES COMMUNITY GRANTEES HAVE SINCE BEEN APPROVED OR HAVE PENDING APPLICATIONS TO RECEIVE THIS NEW STATE DESIGNATION AND FUNDING SUPPORTNEW MEXICO:- NEW MEXICO DEPARTMENT OF HEALTH LAUNCHED AN ONLINE PORTAL TO CENTRALIZE NALOXONE ORDERING AND IMPROVE NALOXONE DISTRIBUTION EFFORTS ACROSS THE STATE- NORTH CAROLINA:- AWARDED EIGHT GRANTS ACROSS NORTH CAROLINA TO PROMOTE SYRINGE AND NALOXONE ACCESS THROUGH USE OF OPIOID SETTLEMENT FUNDS, WITH COMMITMENTS FROM COUNTIES TO MATCH FUNDING- SUPPORTED STUDENT FELLOWSHIP PROGRAM IN NORTH CAROLINA TO PROMOTE ENGAGEMENT WITH DRUG POLICY EDUCATION AND ADVOCACYLASTLY, VITAL WORKED ACROSS TWO OR MORE STATES TO COMPLETE THE FOLLOWING ACTIVITIES IN 2023:- SUPPORTED NATIONAL ASSOCIATION OF COUNTIES TO ESTABLISH THE OPIOID SOLUTIONS LEADERSHIP NETWORK, INCLUDING 30 COUNTY LEADERS FROM ACROSS THE SEVEN VITAL FOCUS STATES TO PARTICIPATE IN TWO VIRTUAL AND TWO IN-PERSON CONVENINGS (IN NORTH CAROLINA AND IN MILWAUKEE) TO SUPPORT SETTLEMENT FUNDS PLANNING- PUBLISHED FACT SHEETS FOR ALL 50 STATES AND D.C. ON SETTLEMENT FUNDING PROCESSES, TO ENCOURAGE AND EMPOWER COMMUNITY ADVOCATE INVOLVEMENT IN THESE PROCESSES - THROUGH "DIY EVENT" BOXES WE EXPANDED REACH AND VISIBILITY OF SUPPORT HARM REDUCTION CAMPAIGN BY PROVIDING ASSETS FOR LOCAL TABLING EVENTS AROUND OVERDOSE PREVENTION AWARENESS DAY, FILLING 300 ORDERS TO MORE THAN 20 STATES- WORKED WITH RADIO PERSONALITIES TO REACH BLACK AUDIENCES WITH HARM REDUCTION AND NALOXONE ACCESSIBILITY MESSAGES AIRED ON MILWAUKEE STATIONS; PLANNING IS UNDERWAY FOR SIMILAR WORK IN PHILADELPHIA

  Expenses $18,062,204 · Grants $9,626,260

• OTHER PROGRAMS INCLUDE ROAD SAFETY, PARTNERSHIP FOR HEALTHY CITIES, OBESITY PREVENTION & FOOD POLICY, RESET ALCOHOL, AND MORE.

  Expenses $40,664,992 · Grants $20,108,577

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

• NORTH CAROLINA COMMUNITY FOUNDATION INC

  $1,527,717

  OVERDOSE PREVENTION (OPIOID)

• NONPROFIT ENTERPRISE AT WORK INC

  $637,844

  OVERDOSE PREVENTION (OPIOID)

• LEGAL ACTION OF WISCONSIN

  $362,267

  OVERDOSE PREVENTION (OPIOID)

• DISABILITY RIGHTS NORTH CAROLINA

  $330,000

  OVERDOSE PREVENTION (OPIOID)

• VOICES OF HOPE - LEXINGTON INC

  $323,758

  OVERDOSE PREVENTION (OPIOID)

• LEGAL ACTION CENTER OF THE CITY OF NEW YORK INC

  $302,940

  OVERDOSE PREVENTION (OPIOID)

• THE UNITED NATIONS POPULATION FUND

  $286,524

  DATA FOR HEALTH

• REMEDY ALLIANCE INC

  $277,463

  OVERDOSE PREVENTION (OPIOID)

• DREAM CORPSDREAMORG

  $270,796

  OVERDOSE PREVENTION (OPIOID)

• NEWARK COMMUNITY STREET TEAM INC

  $260,368

  OVERDOSE PREVENTION (OPIOID)

The 10 largest by cash amount. The API serves every itemized grant.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

• FONDS DE DOTATION VITAL STRATEGIES

  501(C)(3) · PARTNERSHIP DEVELOPMENT & FUNDRAISING IN EUROPE FOR STRATEGIC PROJECTS · FR · controlled entity

  Directly controlled by VITAL STRATEGIES INC

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Provenance

Return type

form_990

Tax year

2023

Filed

13 November 2024

IRS schema version

2023v5.1

Source object

202403199349311895

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.