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← INSTITUTE FOR LOCAL SELF RELIANCE INC

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 Marckwald

    CHAIR - OUTG

    Total calculated
    $0
    Hours/week
    1
  • Andy Reicher

    SECRETARY/TR

    Total calculated
    $0
    Hours/week
    1
  • Nora Goldstein

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Chris Lewis

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Roy Priest

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Gina Schaefer

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • David Morris

    BOARD MEMBER

    Total calculated
    $41,980
    From this org
    $41,372
    From related orgs
    $0
    Other
    $608
    Hours/week
    1
  • Stacy 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 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 Su

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • John Bailey

    DEVELOPMENT

    Total calculated
    $146,346
    From this org
    $118,296
    From related orgs
    $0
    Other
    $28,050
    Hours/week
    40
  • Brenda Platt

    COMPOSTING D

    Total calculated
    $146,229
    From this org
    $118,201
    From related orgs
    $0
    Other
    $28,028
    Hours/week
    40
  • Christopher Mitchell

    BROADBAND DI

    Total calculated
    $142,824
    From this org
    $115,449
    From related orgs
    $0
    Other
    $27,375
    Hours/week
    40
  • India Gorden

    OPERATIONS D

    Total calculated
    $136,899
    From this org
    $110,660
    From related orgs
    $0
    Other
    $26,239
    Hours/week
    40
  • Reginald Rucker

    COMMS DIRECT

    Total calculated
    $133,210
    From this org
    $107,678
    From related orgs
    $0
    Other
    $25,532
    Hours/week
    40
  • Amy 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

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

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