Form 990 for tax year 2023
Filed by INSTITUTE FOR LOCAL SELF RELIANCE INC.
Totals
- Total revenue
- $8,192,195
- Total expenses
- $6,645,407
- Contributions and grants received
- $7,405,279
- Grants paid
- $1,653,720
- Program service revenue
- $559,704
- Investment income
- $224,079
- Other revenue
- $3,133
- Total assets, end of year
- $8,383,081
- Total liabilities, end of year
- $1,066,022
- Net assets or fund balances, end of year
- $7,317,059
- Program services expenses (Part IX)
- $6,086,894
- Management and general expenses
- $358,221
- Fundraising expenses
- $200,292
- Program service expenses (Part III)
- $6,086,894
Program services were 91.6% 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.
-
1e · Government grants (contributions)
$277,872
-
1f · All other contributions, gifts and grants
$7,127,407
-
1g · Noncash contributions included above
$623,134
-
2a · Program service revenue: CONTRACT REVENUE
total $381,006 · related or exempt $381,006
-
2b · Program service revenue: HONORARIA AND CONSULTING
total $167,538 · related or exempt $167,538
-
2c · Program service revenue: PROGRAM AND REGISTRATION FEES
total $11,160 · related or exempt $11,160
-
3 · Investment income
total $213,942 · excluded $213,942
-
7a · Gross sales of assets other than inventory
securities $2,471,431
-
7b · Less cost or other basis and sales expenses
securities $2,461,294
-
7c · Gain or loss
securities $10,137
-
7d · Net gain or loss
total $10,137 · excluded $10,137
-
11a · Other revenue: MISCELLANEOUS REVENUE
total $3,133 · related or exempt $3,133
-
11e · Other revenue, total
$3,133
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $1,653,720 · program services $1,653,720
-
5 · Compensation of officers, directors and key employees
total $383,840 · program services $344,034 · management and general $22,440 · fundraising $17,366
-
7 · Other salaries and wages
total $2,340,612 · program services $2,098,204 · management and general $136,744 · fundraising $105,664
-
8 · Pension plan contributions
total $96,016 · program services $86,002 · management and general $5,630 · fundraising $4,384
-
9 · Other employee benefits
total $458,369 · program services $410,562 · management and general $26,876 · fundraising $20,931
-
10 · Payroll taxes
total $218,599 · program services $187,068 · management and general $22,269 · fundraising $9,262
-
11b · Fees: legal
total $6,271 · program services $235 · management and general $6,036
-
11c · Fees: accounting
total $76,810 · program services $2,879 · management and general $73,931
-
13 · Office expenses
total $176,586 · program services $118,063 · management and general $41,568 · fundraising $16,955
-
14 · Information technology
total $49,590 · program services $48,341 · management and general $992 · fundraising $257
-
16 · Occupancy
total $47,211 · program services $40,695 · management and general $4,506 · fundraising $2,010
-
17 · Travel
total $151,776 · program services $147,531 · management and general $2,009 · fundraising $2,236
-
19 · Conferences, conventions and meetings
total $121,571 · program services $99,999 · management and general $1,766 · fundraising $19,806
-
22 · Depreciation, depletion and amortization
total $21,095 · program services $19,682 · management and general $1,149 · fundraising $264
-
23 · Insurance
total $10,864 · program services $5,218 · management and general $5,219 · fundraising $427
-
24a · Other expenses: CONSULTANTS
total $832,477 · program services $824,661 · management and general $7,086 · fundraising $730
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $254,513 · end of year $301,096
-
2 · Savings and temporary cash investments
beginning of year $2,948,418 · end of year $2,639,108
-
3 · Pledges and grants receivable
beginning of year $765,831 · end of year $2,235,222
-
4 · Accounts receivable
beginning of year $503,859 · end of year $518,795
-
9 · Prepaid expenses and deferred charges
beginning of year $41,862 · end of year $72,245
-
10a · Land, buildings and equipment: cost or other basis
$161,486
-
10b · Land, buildings and equipment: accumulated depreciation
$51,445
-
10c · Land, buildings and equipment, net
beginning of year $51,475 · end of year $110,041
-
11 · Investments: publicly traded securities
beginning of year $1,609,530 · end of year $2,459,094
-
15 · Other assets
beginning of year $3,089 · end of year $47,480
-
17 · Accounts payable and accrued expenses
beginning of year $313,661 · end of year $1,012,214
-
25 · Other liabilities
beginning of year $83,516 · end of year $53,808
-
27 · Net assets without donor restrictions
beginning of year $3,036,666 · end of year $2,958,495
-
28 · Net assets with donor restrictions
beginning of year $2,744,734 · end of year $4,358,564
Mission and programs · 2023
Mission
TO PROVIDE THE CONCEPTUAL FRAMEWORK, STRATEGIES, AND INFORMATION TO AID THE CREATION OF ECOLOGICALLY-SOUND AND EQUITABLE COMMUNITIES. TO THAT END, ILSR WORKS WITH CITIZENS, ACTIVISTS, POLICYMAKERS, AND ENTREPRENEURS TO DESIGN SYSTEMS, POLICIES, AND INDUSTRIES THAT MEET LOCAL OR REGIONAL NEEDS; TO MAXIMIZE LOCAL HUMAN, MATERIAL, NATURAL, AND FINANCIAL RESOURCES; AND TO ENSURE THAT THE BENEFITS OF THESE SYSTEMS AND RESOURCES ACCRUE TO ALL LOCAL CITIZENS.
-
INDEPENDENT BUSINESS - THE INDEPENDENT BUSINESS INITIATIVE CHAMPIONS LOCALLY OWNED BUSINESSES, LEADS EFFORTS TO FIGHT THE UNCHECKED POWER OF CORPORATE GIANTS LIKE WALMART AND AMAZON, AND SEEKS TO REVERSE THE GOVERNMENT POLICIES THAT WORK AGAINST THESE SMALL, INDEPENDENT BUSINESSES.
Expenses $1,029,207 · Grants $133,490 · Revenue $8,600
-
COMMUNICATIONS - ILSRS COMMUNICATIONS OUTREACH PROGRAM BUILDS RELATIONSHIPS WITH REPORTERS, MEDIA OUTLETS, AND OTHER ALLIES TO GAIN WIDESPREAD COVERAGE OF OUR REPORTS, ACTIVITIES, AND PERSPECTIVES ON CRITICAL POLICY ISSUES. OUR COMMUNICATIONS TEAM IS RESPONSIBLE FOR OUR WEB SITE, SOCIAL MEDIA NETWORKS AND DELIVERING CONTENT VIA ILSRS VARIOUS NEWSLETTERS AND PODCASTS, INCLUDING OUR FLAGSHIP CHANNEL,BUILDING LOCAL POWER, WHICH CONTINUES TO LIFT UP SUCCESSFUL GRASSROOTS CAMPAIGNS AND POPULARIZE UNDERSTANDING OF ANTI-MONOPOLY STRATEGY AND POLICY ACROSS A RANGE OF ECONOMIC SECTORS. OUR COMMUNICATIONS PROGRAM ALSO HOLDS PASS- THROUGH GRANT FUNDS FROM A NUMBER OF FOUNDATIONS THAT ARE DISTRIBUTED TO A NETWORK OF GRASSROOTS ORGANIZATIONS THAT ARE PART OF THE ATHENA COALITION
Expenses $1,427,919 · Grants $947,712
-
COMMUNITY BROADBAND NETWORKS - THE COMMUNITY BROADBAND NETWORK INITIATIVE PROMOTES LOCALLY ROOTED, DEMOCRATICALLY ACCOUNTABLE BROADBAND NETWORKS THAT PROVIDE FAST, AFFORDABLE AND RELIABLE INTERNET ACCESS TO ALL AMERICANS.
Expenses $1,599,981 · Revenue $398,409
-
ENERGY DEMOCRACY - OUR ENERGY DEMOCRACY INITIATIVE EMPOWERS HOUSEHOLDS AND COMMUNITIES TO PRODUCE THEIR OWN LOCAL, CLEAN, AND RENEWABLE ENERGY AND OPPOSE THE EXCESSIVE POWER OF MONOPOLY UTILITIES. THE PUBLIC GOOD - THIS INITIATIVE WORKS TO CHANGE THE NARRATIVE THAT CURRENTLY VIEWS THE PRIVATE SECTOR AS SACRED AND THE PUBLIC SECTOR AS INHERENTLY HARMFUL. THE PROGRAM IDENTIFIES RESEARCH THAT CHALLENGES THIS NARRATIVE AND EDUCATES THE GENERAL PUBLIC ABOUT THE BENEFITS OF PUBLIC GOODS AND THE RISKS ATTENDENT TO A CULTURE PROVIDING IMMENSE SUBSIDIES TO PRIVATIZATION IN ALL SECTORS. COMPOSTING FOR COMMUNITY - OUR COMPOSTING FOR COMMUNITY INITIATIVE IS ADVANCING LOCAL COMPOSTING TO CUT FOOD LOSS, ENHANCE SOILS, PROTECT THE CLIMATE, AND CREATE JOBS THROUGH ADVOCACY, TRAINING, RESEARCH, EDUCATION, AND COALITION BUILDING. WASTE TO WEALTH - THE WASTE TO WEALTH INITIATIVE PROVIDES HANDS-ON TECHNICAL ASSISTANCE, AS WELL AS VITAL RESEARCH, TO HELP COMMUNITY ORGANIZATIONS, GOVERNMENT AGENCIES, AND PRIVATE BUSINESSES CONVERT DISCARDED MATERIALS FROM ENVIRONMENTAL AND ECONOMIC LIABILITIES INTO VALUABLE RESOURCES THAT ADD VALUE TO THE LOCAL ECONOMY WHILE ENHANCING COMMUNITY RESILIENCE AND DEVELOPMENT OPPORTUNITIES.
Expenses $2,029,787 · Grants $572,518 · Revenue $152,695
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Kirk MarckwaldKIRK MARCKWALD
CHAIR - OUTG
- Total calculated
- $0
- Hours/week
- 1
-
Andy ReicherANDY REICHER
SECRETARY/TR
- Total calculated
- $0
- Hours/week
- 1
-
Nora GoldsteinNORA GOLDSTEIN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Chris LewisCHRIS LEWIS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Roy PriestROY PRIEST
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Gina SchaeferGINA SCHAEFER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
David MorrisDAVID MORRIS
BOARD MEMBER
- Total calculated
- $41,980
- From this org
- $41,372
- From related orgs
- $0
- Other
- $608
- Hours/week
- 1
-
Stacy MitchellSTACY MITCHELL
CO-DIRECTOR
- Total calculated
- $166,792
- From this org
- $133,050
- From related orgs
- $0
- Other
- $33,742
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $133,050
- Bonus
- not reported
- Other
- not reported
- Deferred
- $9,314
- Nontaxable benefits
- $24,428
- Filer's total
- $166,792
-
John FarrellJOHN FARRELL
CO-DIRECTOR
- Total calculated
- $157,131
- From this org
- $122,252
- From related orgs
- $0
- Other
- $34,879
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $122,252
- Bonus
- not reported
- Other
- not reported
- Deferred
- $8,558
- Nontaxable benefits
- $26,321
- Filer's total
- $157,131
-
Jean SuJEAN SU
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
John BaileyJOHN BAILEY
DEVELOPMENT
- Total calculated
- $146,346
- From this org
- $118,296
- From related orgs
- $0
- Other
- $28,050
- Hours/week
- 40
-
Brenda PlattBRENDA PLATT
COMPOSTING D
- Total calculated
- $146,229
- From this org
- $118,201
- From related orgs
- $0
- Other
- $28,028
- Hours/week
- 40
-
Christopher MitchellCHRISTOPHER MITCHELL
BROADBAND DI
- Total calculated
- $142,824
- From this org
- $115,449
- From related orgs
- $0
- Other
- $27,375
- Hours/week
- 40
-
India GordenINDIA GORDEN
OPERATIONS D
- Total calculated
- $136,899
- From this org
- $110,660
- From related orgs
- $0
- Other
- $26,239
- Hours/week
- 40
-
Reginald RuckerREGINALD RUCKER
COMMS DIRECT
- Total calculated
- $133,210
- From this org
- $107,678
- From related orgs
- $0
- Other
- $25,532
- Hours/week
- 40
-
Amy HartzlerAMY HARTZLER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
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 · Written employment contract
- 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
-
$625,000
OUR EXEMPT PURPOSE
-
$159,018
OUR EXEMPT PURPOSE
-
RECAST CITY LLC
$133,490
OUR EXEMPT PURPOSE
-
$131,000
OUR EXEMPT PURPOSE
-
$102,000
OUR EXEMPT PURPOSE
-
COMPOST POWER
$92,500
OUR EXEMPT PURPOSE
-
$52,000
OUR EXEMPT PURPOSE
-
$50,000
OUR EXEMPT PURPOSE
-
$25,000
OUR EXEMPT PURPOSE
-
$23,000
OUR EXEMPT PURPOSE
The 10 largest by cash amount. The API serves every itemized grant.
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 25 April 2025
- IRS schema version
- 2023v6.0
- Source object
- 202501329349302100
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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