Totals
- Total revenue
- $834,850
- Total expenses
- $733,758
- Contributions and grants received
- $815,109
- Grants paid
- $0
- Program service revenue
- $9,711
- Investment income
- $10,030
- Other revenue
- $0
- Total assets, end of year
- $788,051
- Total liabilities, end of year
- $216,535
- Net assets or fund balances, end of year
- $571,516
- Program services expenses (Part IX)
- $639,312
- Management and general expenses
- $51,310
- Fundraising expenses
- $43,136
- Program service expenses (Part III)
- $639,312
Program services were 87.1% 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)
$134,938
-
1f · All other contributions, gifts and grants
$680,171
-
2a · Program service revenue: SPEAKING & RESEARCH REVENUE
total $9,711 · related or exempt $9,711
-
3 · Investment income
total $10,030 · excluded $10,030
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $144,304 · program services $125,545 · management and general $10,101 · fundraising $8,658
-
7 · Other salaries and wages
total $296,722 · program services $258,148 · management and general $20,770 · fundraising $17,804
-
8 · Pension plan contributions
total $7,861 · program services $6,839 · management and general $550 · fundraising $472
-
9 · Other employee benefits
total $36,728 · program services $31,953 · management and general $2,571 · fundraising $2,204
-
10 · Payroll taxes
total $31,747 · program services $27,620 · management and general $2,222 · fundraising $1,905
-
11c · Fees: accounting
total $20,126 · program services $17,509 · management and general $1,409 · fundraising $1,208
-
11g · Fees: other
total $7,456 · program services $6,496 · management and general $522 · fundraising $438
-
13 · Office expenses
total $10,558 · program services $8,337 · management and general $1,647 · fundraising $574
-
14 · Information technology
total $9,018 · program services $7,846 · management and general $631 · fundraising $541
-
16 · Occupancy
total $136,164 · program services $118,463 · management and general $9,531 · fundraising $8,170
-
17 · Travel
total $7,765 · program services $7,765
-
19 · Conferences, conventions and meetings
total $15,582 · program services $14,329 · management and general $675 · fundraising $578
-
22 · Depreciation, depletion and amortization
total $2,200 · program services $1,914 · management and general $154 · fundraising $132
-
23 · Insurance
total $2,028 · program services $1,764 · management and general $142 · fundraising $122
-
24a · Other expenses: DUES & SUBSCRIPTIONS
total $5,499 · program services $4,784 · management and general $385 · fundraising $330
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $203,571
-
2 · Savings and temporary cash investments
beginning of year $158,047 · end of year $470,520
-
3 · Pledges and grants receivable
beginning of year $134,878 · end of year $99,044
-
4 · Accounts receivable
beginning of year $1,254
-
9 · Prepaid expenses and deferred charges
beginning of year $16,887 · end of year $27,425
-
10a · Land, buildings and equipment: cost or other basis
$47,785
-
10b · Land, buildings and equipment: accumulated depreciation
$26,125
-
10c · Land, buildings and equipment, net
beginning of year $8,860 · end of year $21,660
-
15 · Other assets
beginning of year $278,315 · end of year $169,402
-
17 · Accounts payable and accrued expenses
beginning of year $43,146 · end of year $38,641
-
25 · Other liabilities
beginning of year $288,242 · end of year $177,894
-
27 · Net assets without donor restrictions
beginning of year $305,546 · end of year $457,472
-
28 · Net assets with donor restrictions
beginning of year $164,878 · end of year $114,044
Mission and programs · 2023
Mission
TO PROVIDE ACCESSIBLE, RELIABLE DATA AND RESEARCH IN PURSUIT OF SOUND, SUSTAINABLE POLICIES THAT IMPROVE THE LIVES OF ALL TENNESSEANS.
-
THE SYCAMORE INSTITUTE IS AN INDEPENDENT, NONPARTISAN PUBLIC POLICY RESEARCH CENTER THAT EXISTS TO HELP POLICYMAKERS, THE MEDIA, AND THE PUBLIC UNDERSTAND COMPLEX ISSUES THAT AFFECT AND CONNECT TENNESSEANS' HEALTH AND PROSPERITY. CRAFTING PUBLIC POLICY IS A CONTINUOUS, ITERATIVE PROCESS THAT CALLS FOR STAKEHOLDERS WITH DIVERSE VIEWPOINTS TO WORK TOGETHER. THE CONNECTIONS BETWEEN HEALTH, PROSPERITY, AND PUBLIC POLICY ARE COMPLICATED, NUANCED, AND WIDE-RANGING. MOVING THE NEEDLE TOWARD A HEALTHIER AND MORE PROSPEROUS TENNESSEE REQUIRES THOUGHTFUL ANALYSIS AND TAKING THE LONG VIEW. BY PROVIDING RELIABLE INFORMATION AND ENGAGING WITH EVERYONE, SYCAMORE HELPS TENNESSEANS OF ALL POLITICAL STRIPES UNCOVER THE FACTS TO SOLVE PROBLEMS.
Expenses $639,312 · Revenue $9,711
As filed on the 2023 return.
Listed in Part VII
-
Brian StraessleBRIAN STRAESSLE
EXECUTIVE DI
- Total calculated
- $144,304
- From this org
- $129,653
- From related orgs
- $0
- Other
- $14,651
- Hours/week
- 40
-
Amanda SpearsAMANDA SPEARS
DEPUTY DIREC
- Total calculated
- $118,830
- From this org
- $104,762
- From related orgs
- $0
- Other
- $14,068
- Hours/week
- 40
-
Leslie HafnerLESLIE HAFNER
PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
Matthew MarshallMATTHEW MARSHALL
TREASURER (J
- Total calculated
- $0
- Hours/week
- 1
-
Deidre MaloneDEIDRE MALONE
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
Gabe RobertsGABE ROBERTS
TREASURER (J
- Total calculated
- $0
- Hours/week
- 1
-
Jason RogersJASON ROGERS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Brenda GaddBRENDA GADD
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Kerry HayesKERRY HAYES
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Doug OverbeyDOUG OVERBEY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Karen PershingKAREN PERSHING
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Ed RobersonED ROBERSON
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Sheila CallowaySHEILA CALLOWAY
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.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 26 September 2024
- IRS schema version
- 2023v5.0
- Source object
- 202422719349301307
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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