Form 990 for tax year 2024
Filed by INSTITUTE FOR SOUTHERN STUDIES INC.
What the amendment changed
Compared with the return it replaced , filed 14 November 2025. matched by us Only the return's totals, a 990-PF's accounting method and the names listed in Part VII (Part VIII on a 990-PF) are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.
Those are the same on the two returns, so the amendment changed something else.
Totals
- Total revenue
- $277,758
- Total expenses
- $704,575
- Contributions and grants received
- $278,604
- Grants paid
- $0
- Program service revenue
- $0
- Investment income
- -$846
- Other revenue
- $0
- Total assets, end of year
- $1,378,336
- Total liabilities, end of year
- $413,286
- Net assets or fund balances, end of year
- $965,050
- Program services expenses (Part IX)
- $204,375
- Management and general expenses
- $451,482
- Fundraising expenses
- $48,718
- Program service expenses (Part III)
- $204,375
Program services were 29.0% 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.
Revenue
Part VIII, the statement of revenue.
-
1f · All other contributions, gifts and grants
$278,604
-
1g · Noncash contributions included above
$72
-
3 · Investment income
total $96 · excluded $96
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6d · Net rental income or loss
total $0
-
7b · Less cost or other basis and sales expenses
other assets $942
-
7c · Gain or loss
other assets -$942
-
7d · Net gain or loss
total -$942 · excluded -$942
-
8c · Net income from fundraising events
total $0
-
9c · Net income from gaming
total $0
-
10c · Net income from sales of inventory
total $0
-
11e · Other revenue, total
$0
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $0
-
2 · Grants to domestic individuals
total $0
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $166,598 · program services $29,105 · management and general $125,488 · fundraising $12,005
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $178,535 · program services $61,861 · management and general $106,552 · fundraising $10,122
-
8 · Pension plan contributions
total $0
-
9 · Other employee benefits
total $16,290 · program services $7,107 · management and general $8,125 · fundraising $1,058
-
10 · Payroll taxes
total $26,191 · program services $7,147 · management and general $17,387 · fundraising $1,657
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $0
-
11c · Fees: accounting
total $35,453 · management and general $35,453
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $0
-
11g · Fees: other
total $129,204 · program services $45,498 · management and general $78,907 · fundraising $4,799
-
12 · Advertising and promotion
total $0
-
13 · Office expenses
total $15,887 · program services $3,108 · management and general $7,939 · fundraising $4,840
-
14 · Information technology
total $30,763 · program services $9,276 · management and general $13,505 · fundraising $7,982
-
15 · Royalties
total $0
-
16 · Occupancy
total $69,742 · program services $26,358 · management and general $39,571 · fundraising $3,813
-
17 · Travel
total $9,527 · program services $5,043 · management and general $4,286 · fundraising $198
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $1,452 · program services $483 · management and general $900 · fundraising $69
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $17,416 · program services $6,832 · management and general $9,654 · fundraising $930
-
23 · Insurance
total $2,652 · program services $598 · management and general $1,970 · fundraising $84
-
24a · Other expenses: Staff Training & Development
total $1,135 · program services $375 · management and general $760
-
24b · Other expenses: Publications Purchased for Use
total $1,123 · program services $1,123
-
24c · Other expenses: Direct Benefits To Donors
total $1,070 · fundraising $1,070
-
24d · Other expenses: Dues, Licenses & Fees
total $860 · program services $61 · management and general $715 · fundraising $84
-
24e · All other expenses
total $677 · program services $400 · management and general $270 · fundraising $7
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $1,910 · end of year $500
-
2 · Savings and temporary cash investments
beginning of year $1,145,543 · end of year $837,171
-
3 · Pledges and grants receivable
beginning of year $200,000 · end of year $100,000
-
4 · Accounts receivable
beginning of year $17 · end of year $0
-
5 · Loans and receivables from officers and key people
end of year $0
-
6 · Loans and receivables from disqualified persons
end of year $0
-
7 · Other notes and loans receivable
end of year $0
-
8 · Inventories for sale or use
end of year $0
-
9 · Prepaid expenses and deferred charges
beginning of year $3,722 · end of year $12,465
-
10a · Land, buildings and equipment: cost or other basis
$37,837
-
10b · Land, buildings and equipment: accumulated depreciation
$24,228
-
10c · Land, buildings and equipment, net
beginning of year $21,530 · end of year $13,609
-
11 · Investments: publicly traded securities
end of year $0
-
12 · Investments: other securities
end of year $0
-
13 · Investments: program-related
end of year $0
-
14 · Intangible assets
beginning of year $36,415 · end of year $30,921
-
15 · Other assets
beginning of year $449,522 · end of year $383,670
-
17 · Accounts payable and accrued expenses
beginning of year $19,399 · end of year $25,603
-
25 · Other liabilities
beginning of year $447,393 · end of year $387,683
-
27 · Net assets without donor restrictions
beginning of year $1,191,647 · end of year $854,830
-
28 · Net assets with donor restrictions
beginning of year $200,220 · end of year $110,220
Mission and programs · 2024
Mission
The Institute for Southern Studies is a nonprofit research and media center that exposes injustice, strengthens democracy and builds a community for change in the South. Through research, education, and outreach programs, the Institute draws attention to key trends and issues in the South, the growing importance of the region and innovative work for lasting change.
Activities or mission (Part I)
The Institute for Southern Studies uses research, media and education to promote a more just, democratic and sustainable future in the South.
-
Research, Reporting and Education: 2024 projects and accomplishments included: 1) Facing South online, which published reporting and analysis at the www.facingsouth.org website and delivered email newsletters to changemakers in the South and nationally reaching more than 15,000 readers; 2) The Democracy Program, which tracked threats to voting rights, fair elections, and good government, and provided ongoing research and analysis to advocates and policymakers on best practices to strengthen democracy in North Carolina and the South; and, 3) The Workers Rights Program, providing research and analysis to support efforts of worker-led organizations to improve working conditions and improve the lives of working families.
Expenses $204,375
As filed on the 2024 return.
Listed in Part VII
-
Christopher Kromm
Executive Dir.
- Total calculated
- $167,793
- From this org
- $135,000
- From related orgs
- $0
- Other
- $32,793
- Hours/week
- 45
Schedule J breakdown matched by us
- Base
- $135,000
- Bonus
- not reported
- Other
- not reported
- Deferred
- not reported
- Nontaxable benefits
- $32,793
- Filer's total
- $167,793
-
Lisa Abbott
Director
- Total calculated
- $0
- Hours/week
- 0.25
-
Cynthia Greenlee
Director
- Total calculated
- $0
- Hours/week
- 0.25
-
Paul Cuadros
Chair
- Total calculated
- $0
- Hours/week
- 0.25
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
Answered yes
- 3 · Form 990 of other organizations
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
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
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 11 February 2026
- IRS schema version
- 2024v5.2
- Source object
- 202630429349300408
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