Form 990 for tax year 2023
Filed by INSTITUTE FOR PUBLIC STRATEGIES.
Totals
- Total revenue
- $4,877,902
- Total expenses
- $4,645,726
- Contributions and grants received
- $4,872,294
- Grants paid
- $0
- Program service revenue
- $0
- Investment income
- $4,857
- Other revenue
- $751
- Total assets, end of year
- $3,249,015
- Total liabilities, end of year
- $2,524,487
- Net assets or fund balances, end of year
- $724,528
- Program services expenses (Part IX)
- $3,842,645
- Management and general expenses
- $803,081
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $3,842,645
Program services were 82.7% 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)
$4,592,098
-
1f · All other contributions, gifts and grants
$280,196
-
3 · Investment income
total $4,857 · excluded $4,857
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6d · Net rental income or loss
total $0
-
7d · Net gain or loss
total $0
-
8c · Net income from fundraising events
total $0
-
9c · Net income from gaming
total $0
-
10c · Net income from sales of inventory
total $0
-
11a · Other revenue: OTHER INCOME
total $751 · related or exempt $751
-
11e · Other revenue, total
$751
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 $385,824 · program services $289,368 · management and general $96,456
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $2,189,556 · program services $1,952,169 · management and general $237,387
-
8 · Pension plan contributions
total $0
-
9 · Other employee benefits
total $579,456 · program services $505,909 · management and general $73,547
-
10 · Payroll taxes
total $217,090 · program services $187,944 · management and general $29,146
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $0
-
11c · Fees: accounting
total $0
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $0
-
11g · Fees: other
total $0
-
12 · Advertising and promotion
total $21,306 · program services $18,919 · management and general $2,387
-
13 · Office expenses
total $0
-
14 · Information technology
total $0
-
15 · Royalties
total $0
-
16 · Occupancy
total $338,083 · program services $251,595 · management and general $86,488
-
17 · Travel
total $230,631 · program services $178,061 · management and general $52,570
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $0
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $0
-
23 · Insurance
total $22,742 · program services $20,087 · management and general $2,655
-
24a · Other expenses: CONTRACTED SERVICES
total $424,596 · program services $265,298 · management and general $159,298
-
24b · Other expenses: COMMUNICATIONS
total $56,266 · program services $49,490 · management and general $6,776
-
24c · Other expenses: EQUIPMENT
total $44,801 · program services $39,306 · management and general $5,495
-
24d · Other expenses: DUES & SUBSCRIPTIONS
total $39,942 · program services $22,822 · management and general $17,120
-
24e · All other expenses
total $95,433 · program services $61,677 · management and general $33,756
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $78,481 · end of year $15,106
-
2 · Savings and temporary cash investments
beginning of year $462,765 · end of year $1,397,341
-
3 · Pledges and grants receivable
beginning of year $1,293,256 · end of year $873,121
-
4 · Accounts receivable
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 $49,653 · end of year $42,236
-
10c · Land, buildings and equipment, net
end of year $0
-
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
end of year $0
-
15 · Other assets
beginning of year $1,064,160 · end of year $921,211
-
17 · Accounts payable and accrued expenses
beginning of year $988,348 · end of year $911,118
-
19 · Deferred revenue
beginning of year $174,194 · end of year $702,068
-
23 · Secured mortgages and notes payable
beginning of year $250,000
-
25 · Other liabilities
beginning of year $1,043,421 · end of year $911,301
-
27 · Net assets without donor restrictions
beginning of year $492,352 · end of year $724,528
Mission and programs · 2023
Mission
Institute of Public Strategies (IPS) is a nonprofit corporation that receives its funding from local and federal governmental agencies and private foundations, through long-term grants or contracts to provide community-level services within specified regions or communities. IPS helps community partners prevent problems by focusing on the community conditions (the social determinants of health) that negatively influence population-level health outcomes.IPS vision is safe, secure, vibrant, and healthy communities where everyone can thrive. The mission of IPS is to work alongside communities to build power, challenge systems of injustice, protect health, and improve quality of life. IPS accomplishes this by providing community partners and youth with training, technical assistance, and tools to impact public health, public safety, equity, and social justice through systems change.IPS corporate office is in San Diego, California and we have four additional offices located throughout Southe
Activities or mission (Part I)
to work alongside communities to build power, challenge systems of injustice, protect health, and improve quality of life.
-
Alcohol and Drug Prevention:IPS provides community-based, population-level, environmental prevention services related to alcohol, tobacco and other drugs in three counties and more than a dozen cities across Southern California. Through community-driven policy change at institutional and municipal levels, IPS strives to reduce underage and binge drinking and substance use disorders, as well as eliminate exposure to second-hand smoke in multi-unit housing complexes and in open areas such as parks, beaches, and festivals. The goal is to create lasting social, cultural, physical, legal, and/or political changes in communities with a focus on policies, systems, and environmental factors that will prevent and reduce ATOD problems.
Expenses $3,179,785
-
Youth Leadership DevelopmentIPS facilitates Youth in Action, a coalition of immigrant youth ages 16-20 disproportionately impacted by the War on Drugs, and a #SanDiegoVibes campaign created for youth by youth. Youth are trained in leadership, Youth-led Participatory Action Research, and advocacy. They explore historical divestment in their communities and select and champion policy, systems, and environmental changes to create more equitable neighborhoods. In addition, IPS enhances behavioral health literacy, reduces stigma, and promotes help-seeking behavior in the Latine community of San Diego County's Border Region. Rooted in Social Justice Youth Development, our approach centers on the co-creation of a digital mental health platform that integrates youth-crafted mental health contentvisuals, storytelling, music, and creative arts. We are establishing a culturally resonant and scalable online community for Latin youth and a blueprint for positive change in mental health education and support.
Expenses $387,452
-
Health EquityTo support health equity and reduce health disparities, IPS is part of a California Statewide Trusted Messenger Network that builds trust with communities through on-the-ground engagement. IPS also advances health equity in communities to prevent behavioral health disparities in underage drinking rates, substance use disorders, and death related to opioid and meth use. By reflecting the language and culture of the communities we serve, IPS has authentic community interactions to provide accurate information and resources on critical issues. Health and behavioral health problems are more common in certain communities based on historical divestment, socio-economic status, and other demographic characteristics. Therefore, the program focuses on making community conditions more equitable so all communities can thrive.
Expenses $275,408
As filed on the 2023 return.
Listed in Part VII
-
Brenda Simmons
CEO
- Total calculated
- $205,382
- From this org
- $146,352
- From related orgs
- $0
- Other
- $59,030
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $146,352
- Bonus
- not reported
- Other
- not reported
- Deferred
- $50,501
- Nontaxable benefits
- $8,529
- Filer's total
- $205,382
-
Terri L HoweyTERRI L HOWEY
COO
- Total calculated
- $180,442
- From this org
- $134,452
- From related orgs
- $0
- Other
- $45,990
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $134,452
- Bonus
- not reported
- Other
- not reported
- Deferred
- $45,471
- Nontaxable benefits
- $519
- Filer's total
- $180,442
-
Sarah BlanchSARAH BLANCH
CSO
- Total calculated
- $158,386
- From this org
- $109,598
- From related orgs
- $0
- Other
- $48,788
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $109,598
- Bonus
- not reported
- Other
- not reported
- Deferred
- $39,615
- Nontaxable benefits
- $9,173
- Filer's total
- $158,386
-
Eric CollinsERIC COLLINS
VP PROGRAMS
- Total calculated
- $153,617
- From this org
- $105,737
- From related orgs
- $0
- Other
- $47,880
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $105,737
- Bonus
- not reported
- Other
- not reported
- Deferred
- $38,039
- Nontaxable benefits
- $9,841
- Filer's total
- $153,617
-
Marilyn Wexler
Chairperson
- Total calculated
- $0
- Hours/week
- 1
-
Dana Sherrod
Director
- Total calculated
- $0
- Hours/week
- 1
-
Sam BecknelSAM BECKNEL
Secretary
- Total calculated
- $0
- Hours/week
- 1
-
Richard Yoast
President
- Total calculated
- $0
- Hours/week
- 1
-
Sara Cooley BroschartSARA COOLEY BROSCHART
Director
- Total calculated
- $0
- Hours/week
- 1
-
Vicki Luquette
Treasurer
- Total calculated
- $0
- Hours/week
- 1
-
Kathy Smith-Wenning
Director
- 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 · 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.
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.
-
Global Institute for Public Strategies
501c3 · PROMOTE SAFE COMMUNITIIES · CA
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 17 April 2025
- IRS schema version
- 2023v6.0
- Source object
- 202501079349300935
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