Form 990 for tax year 2023
Filed by INSTITUTE FOR STATE POLICY LEADERS.
Totals
- Total revenue
- $751,071
- Total expenses
- $855,038
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $751,071
- Investment income
- $0
- Other revenue
- $0
- Total assets, end of year
- $122,530
- Total liabilities, end of year
- $299,786
- Net assets or fund balances, end of year
- -$177,256
- Program services expenses (Part IX)
- $664,021
- Management and general expenses
- $178,841
- Fundraising expenses
- $12,176
- Program service expenses (Part III)
- $664,021
Program services were 77.7% 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.
-
2a · Program service revenue: CONFERENCES
total $751,071 · related or exempt $751,071
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 $0
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $243,511 · program services $206,984 · management and general $24,351 · fundraising $12,176
-
8 · Pension plan contributions
total $0
-
9 · Other employee benefits
total $0
-
10 · Payroll taxes
total $0
-
11a · Fees: management
total $140,000 · management and general $140,000
-
11b · Fees: legal
total $248 · management and general $248
-
11c · Fees: accounting
total $0
-
11d · Fees: lobbying
total $0
-
11f · Fees: investment management
total $0
-
11g · Fees: other
total $8,000 · program services $8,000
-
12 · Advertising and promotion
total $0
-
13 · Office expenses
total $14,242 · management and general $14,242
-
14 · Information technology
total $0
-
15 · Royalties
total $0
-
16 · Occupancy
total $0
-
17 · Travel
total $69,293 · program services $69,293
-
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 $0
-
24a · Other expenses: MISCELLANEOUS
total $28,365 · program services $28,365
-
24b · Other expenses: EVENTS EXPENSES
total $351,379 · program services $351,379
-
24e · All other expenses
total $0
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $53,749 · end of year $36,530
-
4 · Accounts receivable
beginning of year $10,000 · end of year $86,000
-
17 · Accounts payable and accrued expenses
beginning of year $137,038 · end of year $299,786
-
27 · Net assets without donor restrictions
beginning of year -$73,289 · end of year -$177,256
Mission and programs · 2023
Mission
THE INSTITUTE FOR STATE POLICY LEADERS WAS CREATED TO ASSIST STATE POLICYMAKERS IN MAKING INFORMED POLICY DECISIONS BY CONDUCTING NONPARTISAN EDUCATIONAL PROGRAMMING. CONTINUED ON SCH O
Activities or mission (Part I)
THE INSTITUTE FOR STATE POLICY LEADERS WAS CREATED TO ASSIST STATE POLICYMAKERS IN MAKING INFORMED POLICY DECISIONS BY CONDUCTING NONPARTISAN EDUCATIONAL PROGRAMMING.CONTINUED ON SCH O
-
CABLE BROADBAND ACADEMY THIS POLICY SEMINAR IN DENVER, CO FROM OCTOBER 16-18 PROVIDES A BALANCED PROGRAM ACROSS A BROAD RANGE OF TOPICS AND FEATURES THE MOST IMPORTANT VOICES IN THE CABLE AND BROADBAND WORLD. THE TWO-AND-A-HALF-DAY PROGRAM EQUIPS POLICYMAKERS WITH THE KNOWLEDGE TO TACKLE IMPORTANT DEVELOPING COMMUNICATIONS AND TECHNOLOGY CHALLENGES AND PROVIDES ATTENDEES A FORUM TO SHARE BEST PRACTICES WITH THEIR COLLEAGUES FROM ACROSS THE COUNTRY FOR HOW TO ENHANCE ACCESS TO THESE SERVICES FOR THEIR CONSTITUENTS.
Expenses $136,692 · Revenue $200,000
-
AUTO INNOVATION ACADEMY, ELECTRIC VEHICLE SEMINAR THE SEMINAR WAS A TWO-AND-A-HALF-DAY POLICY ACADEMY IN COLUMBUS, OHIO FROM SEPTEMBER 17-20, 2023 EXCLUSIVELY FOR STATE LEGISLATIVE LEADERS TO LEARN ABOUT THE FUNDAMENTALS OF ELECTRIC VEHICLE POLICY AND HOW TO BUILD A COMPREHENSIVE STATE ECOSYSTEM FOR AN ELECTRIFIED FUTURE. THE EV SEMINAR PROVIDED A BALANCED PROGRAM COVERING A BROAD RANGE OF ISSUES AND FEATURED SOME OF THE MOST IMPORTANT VOICES IN THE ELECTRIFICATION ARENA. THIS FACE-TO-FACE SEMINAR ENABLED LEGISLATORS TO EQUIP THEMSELVES WITH THE INFORMATION NEEDED TO TACKLE IMPORTANT DEVELOPING POLICY ISSUES, EMPOWER POLICYMAKERS TO SHARE BEST PRACTICES AND PROVIDE A FORUM FOR OFFICIALS TO ASK ALL THE IMPORTANT QUESTIONS - INCLUDING PERHAPS WHERE DO I EVEN BEGIN
Expenses $227,056 · Revenue $250,071
-
TAX ACADEMY POLICY SEMINARS IN 2023, THE INSTITUTE HELD TWO TAX ACADEMY POLICY SEMINARS JUNE 22-23, 2023 AND NOVEMBER 17-18, 2023 IN ARLINGTON, VA AND AMELIA ISLAND, FL, RESPECTIVELY AS PART OF THE INSTITUTES NEW INITIATIVE TO EDUCATE STATE LEGISLATORS ABOUT THE INTRICACIES OF TAX POLICY. AS TAX POLICY IS AN INTEGRAL PART OF GOVERNMENT BECAUSE THEY NOT ONLY INFLUENCE BEHAVIOR, THEY FUND THE GOVERNMENT ITSELF. AND JUST AS THE 21ST CENTURY HAS POSED THE CHALLENGES IN OTHER AREAS OF GOVERNMENT, STATES ARE NOW GRAPPLING WITH HOW TO ADAPT THEIR TAX SYSTEMS IN THE EVER CONNECTED NATIONAL AND GLOBAL ECONOMIES. WHILE MUCH DEBATE REMAINS ON WHAT TO TAX AND HOW TO TAX IT, POLICYMAKERS AGREE THAT OUR TAX SYSTEMS SHOULD NOT SERVE AS AN IMPEDIMENT TO ECONOMIC GROWTH AND THE REMITTANCE AND COLLECTION OF TAXES SHOULD BE SEAMLESS FOR TAXPAYERS. CONT. ON SCH. O
Expenses $300,273 · Revenue $301,000
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Steve RauschenbergerSTEVE RAUSCHENBERGER
PRESIDENT
- Total calculated
- $0
- Hours/week
- 3
-
Deb PetersDEB PETERS
SECRETARY-TRASURER
- Total calculated
- $0
- Hours/week
- 3
-
Felix OrtizFELIX ORTIZ
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
William MurphyWILLIAM MURPHY
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Leticia Van De PutteLETICIA VAN DE PUTTE
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Tonya ShuitmakerTONYA SHUITMAKER
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Neal OstenNEAL OSTEN
EXECUTIVE DIRECTOR
- Total calculated
- $0
- Hours/week
- 40
-
Max BehlkeMAX BEHLKE
DEPUTY EXECUTIVE DIRECTOR
- Total calculated
- $0
- Hours/week
- 40
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
- 13 November 2024
- IRS schema version
- 2023v5.1
- Source object
- 202433189349302528
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