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Nonprofiteer
← STROZZI INSTITUTE FOR SOMATICS

Form 990 for tax year 2024

Filed by STROZZI INSTITUTE FOR SOMATICS.

Totals

Total revenue
$3,253,158
Total expenses
$3,611,880
Contributions and grants received
$1,406,164
Grants paid
$700
Program service revenue
$1,846,250
Investment income
$744
Other revenue
$0
Total assets, end of year
$368,801
Total liabilities, end of year
$643,453
Net assets or fund balances, end of year
-$274,652
Program services expenses (Part IX)
$3,173,571
Management and general expenses
$246,780
Fundraising expenses
$191,529
Program service expenses (Part III)
$3,173,571

Program services were 87.9% 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.

  • 1f · All other contributions, gifts and grants

    $1,406,164

  • 1g · Noncash contributions included above

    $18,300

  • 2a · Program service revenue: PUBLIC COURSE REVENUE

    total $1,836,115 · related or exempt $1,836,115

  • 2b · Program service revenue: COACHING REVENUE

    total $10,135 · related or exempt $10,135

  • 7a · Gross sales of assets other than inventory

    other assets $744

  • 7c · Gain or loss

    other assets $744

  • 7d · Net gain or loss

    total $744 · related or exempt $744

Functional expenses

Part IX, the statement of functional expenses.

  • 2 · Grants to domestic individuals

    total $700 · program services $700

  • 5 · Compensation of officers, directors and key employees

    total $126,843 · program services $88,790 · management and general $12,684 · fundraising $25,369

  • 7 · Other salaries and wages

    total $1,409,837 · program services $1,259,085 · management and general $45,931 · fundraising $104,821

  • 8 · Pension plan contributions

    total $38,320 · program services $33,544 · management and general $1,453 · fundraising $3,323

  • 9 · Other employee benefits

    total $138,706 · program services $120,864 · management and general $5,927 · fundraising $11,915

  • 10 · Payroll taxes

    total $132,087 · program services $115,929 · management and general $5,017 · fundraising $11,141

  • 11b · Fees: legal

    total $50,048 · management and general $50,048

  • 11c · Fees: accounting

    total $84,570 · management and general $84,570

  • 11g · Fees: other

    total $642,613 · program services $621,533 · management and general $7,929 · fundraising $13,151

  • 12 · Advertising and promotion

    total $184,348 · program services $183,192 · management and general $517 · fundraising $639

  • 13 · Office expenses

    total $27,805 · program services $8,047 · management and general $18,863 · fundraising $895

  • 14 · Information technology

    total $2,451 · program services $2,161 · management and general $87 · fundraising $203

  • 16 · Occupancy

    total $116,954 · program services $116,954

  • 17 · Travel

    total $278,669 · program services $268,327 · management and general $88 · fundraising $10,254

  • 19 · Conferences, conventions and meetings

    total $29,703 · program services $19,937 · management and general $7,195 · fundraising $2,571

  • 23 · Insurance

    total $7,279 · program services $5,935 · management and general $559 · fundraising $785

  • 24a · Other expenses: COURSE MATERIALS

    total $198,859 · program services $198,859

  • 24b · Other expenses: BANK AND PROCESSING FEES

    total $59,634 · program services $57,874 · management and general $1,652 · fundraising $108

  • 24c · Other expenses: DUES & SUBSCRIPTIONS

    total $56,808 · program services $48,409 · management and general $3,708 · fundraising $4,691

  • 24d · Other expenses: PAYROLL PROCESSING

    total $15,532 · program services $13,317 · management and general $552 · fundraising $1,663

  • 24e · All other expenses

    total $10,114 · program services $10,114

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $115,831 · end of year $279,841

  • 3 · Pledges and grants receivable

    end of year $9,600

  • 4 · Accounts receivable

    beginning of year $136,409 · end of year $2,232

  • 9 · Prepaid expenses and deferred charges

    beginning of year $30,968 · end of year $30,053

  • 15 · Other assets

    end of year $47,075

  • 17 · Accounts payable and accrued expenses

    beginning of year $62,729 · end of year $104,212

  • 19 · Deferred revenue

    beginning of year $136,409 · end of year $539,241

  • 27 · Net assets without donor restrictions

    beginning of year $84,070 · end of year -$331,802

  • 28 · Net assets with donor restrictions

    end of year $57,150

Mission and programs · 2024

Mission

THE INSTITUTE WAS FOUNDED TO ADVANCE AND PROMOTE THE FIELD OF SOMATICS, AND TO DEVELOP TRANSFORMATIVE LEADERS AND ORGANIZATIONS THAT CAN MEET THE CHALLENGES OF OUR TIMES, LEAVING OUR COMMUNITIES AND WORLD MORE VITAL THAN WE FOUND IT. SOMATICS HELPS INDIVIDUALS RECONNECT WITH THE WISDOM OF THEIR BODY, HEAL THEIR CONDITIONED RESPONSES, AND TAKE ACTIONS ALIGNED WITH THEIR VALUES, EVEN WHEN UNDER PRESSURE.

Activities or mission (Part I)

THE INSTITUTE WAS FOUNDED TO ADVANCE AND PROMOTE THE FIELD OF SOMATICS, AND TO DEVELOP TRANSFORMATIVE LEADERS AND ORGANIZATIONS THAT CAN MEET THE CHALLENGES OF OUR TIMES, LEAVING OUR COMMUNITIES AND WORLD MORE VITAL THAN WE FOUND IT. SOMATICS HELPS INDIVIDUALS RECONNECT WITH THE WISDOM OF THEIR BODY, HEAL THEIR CONDITIONED RESPONSES, AND TAKE ACTIONS ALIGNED WITH THEIR VALUES, EVEN WHEN UNDER PRESSURE. WE FURTHER OUR CHARITABLE AND EDUCATIONAL PURPOSES THROUGH THREE MAIN ACTIVITIES, WHICH ARE CONDUCTED YEAR-ROUND: (1) IN-PERSON SOMATIC TRAINING CLASSES FOR ORGANIZATIONAL LEADERS, SOCIAL CHANGE LEADERS, AND OTHER INDIVIDUALS; (2) AN IN-PERSON SOMATIC COACH CERTIFCATION PROGRAM; (3) VIRTUAL CLASSES AND A COMMUNITY FORUM TO PROVIDE ACCESS TO STROZZI SOMATICS TO A BROADER AUDIENCE, AND FOSTER CONNECTION AND COMMUNITY AMONG SOMATIC PRACTITIONERS. SIS IS ALSO ACTIVELY DEVELOPING A SOCIAL & ENVIRONMENTAL JUSTICE LEADERS TRAIN-THE-TRAINER PROGRAM, THAT WILL TRAIN THESE LEADERS IN STROZZI SOMAT

  • IN-PERSON STROZZI SOMATICS TRAINING CLASSES SIS OFFERS IN-PERSON COURSES THAT FOLLOW A CAREFULLY DESIGNED CURRICULUM THAT BEGINS WITH THE FOUNDATIONAL "EMBODIED TRANSFORMATION" COURSE AND CONTINUES WITH ADVANCED COURSES. A.EMBODIED TRANSFORMATION THE 4-DAY, IN-PERSON EMBODIED TRANSFORMATION COURSE PROVIDES THE FOUNDATIONAL INTRODUCTION TO STROZZI SOMATICS. THIS COURSE SERVES COMMUNITY AND SOCIAL CHANGE LEADERS WHO RECOGNIZE THE NEED FOR MORE CONNECTION AND COLLABORATION AS THEY WORK TOWARDS SOCIAL AND ENVIRONMENTAL CHANGE; AND OTHERS WANTING TO BECOME MORE CENTERED AS THEY SUPPORT THEIR COMMUNITIES. WE PROJECT THAT OVER 300 INDIVIDUALS WILL COMPLETE THIS COURSE IN 2024 IN CALIFORNIA, WASHINGTON, DC, NEW YORK, AND EUROPE. B.SOMATIC BODYWORK SIS OFFERS ADVANCED COURSEWORK IN SOMATIC BODYWORK, WHICH INCORPORATES BREATH, MOVEMENT, TOUCH, ENERGY AND THE PHYSICAL BODY. THIS COURSE BUILDS OFF OF THE FOUNDATION OF EMBODIED TRANSFORMATION AND SUPPORTS THERAPEUTIC HEALING TO ENABLE PARTICIPANTS TO LEAD THEIR LIVES AND ORGANIZATIONS IN MORE IMPACTFUL WAYS. THIS COURSE IS A 5-DAY COURSE OFFERED THREE TIMES PER YEAR IN PETALUMA, CALIFORNIA. WE PROJECT THAT 50 TO 80 PEOPLE WILL COMPLETE THIS COURSE IN 2024. C.SOMATICS, TRAUMA, AND RESILIENCE SOMATICS, TRAUMA & RESILIENCE IS AN ADVANCED-LEVEL COURSE DESIGNED AND LED BY STACI K. HAINES, AUTHOR OF THE POLITICS OF TRAUMA: SOMATICS, HEALING AND SOCIAL JUSTICE. OVER FOUR DAYS, PARTICIPANTS ARE GUIDED THROUGH ADDRESSING EXISTING TRAUMAS AND PRACTICING TRANSFORMATIVE TOOLS FOR HEALING AND RESILIENCE. PARTICIPANTS ARE LED TO DEEPLY EXPLORE THE SHORT AND LONG-TERM IMPACTS OF TRAUMA ON THE MIND, BODY, EMOTIONS, AND RELATIONSHIPS, REGENERATE A SENSE OF SAFETY FROM THE INSIDE OUT. THIS COURSE ALSO TEACHES PARTICIPANTS HOW TO ASSESS THEIR OWN COMPETENCE WITH HEALING TRAUMA - TO CON?DENTLY KNOW WHEN TO ENGAGE FURTHER SUPPORT OR REFER A CLIENT OR TEAM MEMBER TO A TRAUMA SPECIALIST. THIS COURSE IS A 4-DAY COURSE OFFERED ONCE PER YEAR IN OAKLAND, CALIFORNIA. WE PROJECT THAT 30 TO 40 INDIVIDUALS WILL COMPLETE THIS COURSE IN 2024. D.EMBODIED LEADERSHIP PATHWAY THE SIS EMBODIED LEADERSHIP PATHWAY (ELP) IS AN 8-MONTH, LEADERSHIP TRANSFORMATION PROGRAM THAT BLENDS IN-PERSON AND ONLINE LEARNING, INCLUDING THREE, 4-DAY IN-PERSON WORKSHOPS, FOUR VIRTUAL GROUP COACHING SESSIONS, AND FOUR VIRTUAL LEARNING SESSIONS. ELP IS OFFERED ONCE PER YEAR IN PETALUMA, CALIFORNIA. WE ANTICIPATE THAT 20 PARTICIPANTS WILL ATTEND THIS PROGRAM IN 2024. E.STROZZI INSTITUTE SOMATIC COACH ("SISC") CERTIFICATION PROGRAM SIS CONDUCTS A SOMATIC COACH CERTI?CATION PROGRAM ("SISC"), WHICH IS ACCREDITED BY THE INTERNATIONAL COACHING FEDERATION (ICF). SISC TRAINS COACHES TO SUPPORT INDIVIDUALS TO FUL?LL THEIR COMMITMENTS MORE EFFECTIVELY, TO WORK MORE SKILLFULLY WITH OTHERS, AND TO EMBODY NEW, GENERATIVE WAYS OF BEING WITH GREATER PURPOSE AND DEEPER IMPACT. SISC CERTI?CATION CONSISTS FOUR 4-DAY IN-PERSON SESSIONS AND INCLUDES AN INTRODUCTION TO SOMATIC BODYWORK, ONE-ON-ONE MENTOR COACHING, MENTORING GROUPS, WEBINARS, AND ONLINE LEARNING. TRAINING TAKES PLACE OVER 8 MONTHS, FOLLOWED BY SIX MONTHS OF VIRTUAL COACHING AND MENTORSHIP. SISC CERTIFICATION INCLUDES MORE THAN 150 CONTACT HOURS. IN 2024, WE WILL BE HOSTING THE SISC PROGRAM IN CALIFORNIA AND IN ROME, ITALY, AND WE WILL ALSO BE LAUNCHING A WASHINGTON, DC-BASED COHORT IN JUNE 2024. WE PROJECT THAT 72 INDIVIDUALS WILL BEGIN THE PROGRAM IN 2024. F.TRAIN-THE-TRAINER/SOCIAL & ENVIRONMENTAL JUSTICE LEADERS INITIATIVE SIS WILL BE LAUNCHING A TRAIN-THE-TRAINER (TTT) PROGRAM TO SUPPORT SOCIAL AND ENVIRONMENTAL JUSTICE LEADERS WHO WISH TO LEAD GROUPS THROUGH PORTIONS OF OUR CURRICULUM IN WAYS THAT ARE TAILORED TO THE CONTEXTS AND WITH THE COMMUNITIES THAT THEY SERVE. THIS PROGRAM FACILITATES SYSTEMIC CHANGE BY TEACHING OTHERS TO TEACH SOMATIC AWARENESS, SOMATIC PRACTICES, RESILIENCE, EFFECTIVE COLLABORATION, AND HEALING TOWARDS MORE EMPATHETIC RELATIONSHIPS. THROUGH INDIVIDUAL AND GROUP SOMATIC PRACTICES AND EMBODIED COMMUNICATION, TTT GRADUATES WILL CREATE MORE COMPASSIONATE AND POWERFUL COMMUNITIES, FACILITATE HEALING SOCIAL DYNAMICS AND CREATE POSITIVE SYSTEMIC TRANSFORMATION. AFTER SUCCESSFULLY COMPLETING THIS TRAINING, THESE LEADERS BECOME AN EXTENSION OF THE SIS COMMUNITY. TTT WILL RUN OVER 18 MONTHS WITH 4 IN-PERSON MODULES, MENTORING, COACHING AND ONLINE LEARNING SESSIONS. WE ANTICIPATE 20 LEADERS WILL JOIN IN JANUARY 2025. G.SITT (STROZZI INSTITUTE TEACHER TRAINING) THE STROZZI INSTITUTE TEACHER TRAINING PROGRAM PREPARES SOMATIC TEACHERS TO LEAD STROZZI TRAINING CLASSES FOR MULTI SECTORAL GROUPS OF CHANGE MAKERS, AS WELL AS BRING THE METHODOLOGY INTO ORGANIZATIONS. THIS MULTI-YEAR PROGRAM DEVELOPS TEACHERS IN THE THEORY, SOMATIC PROCESSES, AND EMBODIED PRACTICES OF HOLISTIC CHANGE AND DEVELOPMENT.

    Expenses $2,605,958 · Revenue $1,846,250

  • VIRTUAL PROGRAMS SIS PROVIDES THE FOLLOWING VIRTUAL PROGRAMS TO EDUCATE THE PUBLIC ABOUT SOMATICS, PROVIDE FREE AND LOW-COST ACCESS TO SOMATIC TRAINING, AND TO HELP BUILD COMMUNITY AMONG OUR STUDENTS AND OTHERS INTERESTED IN LEARNING MORE ABOUT STROZZI SOMATICS. A.COMMUNITY DOJO THE COMMUNITY DOJO IS A FREE MONTHLY ONLINE 1-HOUR SESSION WITH EXPERIENCED STROZZI TEACHERS. THE ONLINE COMMUNITY DOJO FOCUSES ON THE FUNDAMENTALS OF THE SOMATIC METHOD, AND PROVIDES A WELCOMING COMMUNITY DESIGNED TO ACCOMMODATE ALL PRACTICE LEVELS. IN EACH SESSION, STROZZI TEACHERS LEAD PRACTICES AND INTRODUCE A NEW SOMATIC APPLICATION FOR PARTICIPANTS' GROWTH AND DEVELOPMENT. TO DATE, APPROXIMATELY 100 PEOPLE HAVE JOINED THESE SESSIONS EACH MONTH. WE RECORD EACH MONTHLY SESSION AND MAKE THEM AVAILABLE FOR FREE ON OUR WEBSITE. B.FREE ONLINE WEBINARS EVERY QUARTER, WE OFFER FREE ONLINE WEBINARS WITH SPECI?C TOPICS SUCH AS HOW SOMATIC PRACTICE CAN ASSIST CHANGEMAKER LEADERS TO HAVE MORE IMPACT, HARNESSING SOMATICS TO OVERCOME FEAR, AND USING SOMATICS TO NAVIGATE CHANGE AND BUILD RESILIENCE, AMONG OTHERS. WE OFFER SELECTED WEBINARS AS RECORDINGS FOR FREE ON OUR WEBSITE. C.RETURN TO CENTER: A WEEKLY PRACTICE ONLINE SUBSCRIPTION FOR GRADUATES OF OUR IN-PERSON COURSES, WE OFFER A LOW-COST SUBSCRIPTION TO A WEEKLY ONE-HOUR PRACTICE SESSION, TO SUPPORT PEOPLE IN THEIR ARC OF TRANSFORMATION. AN ADDITIONAL BIPOC-ONLY PRACTICE SESSION ONCE A MONTH IS INCLUDED. THESE SESSIONS ARE LED BY EXPERIENCED STROZZI SOMATICS TEACHERS. WE CURRENTLY HAVE 100 SUBSCRIBERS. D.SELF-PACED LEARNING ONLINE LEARNING (EVERGREEN) OUR WEBSITE OFFERS LOW-COST SELF-PACED VIRTUAL LEARNING, AS MODULAR COURSES AND AS SHORTER WORKSHOPS, AT LOW COST, TO SUPPORT GREATER ACCESS TO STROZZI SOMATICS. E.EMBODYING EQUITY TO SUPPORT OUR COMMITMENT TO SOURCING FROM THE TRANSFORMATIVE POWER OF SOMATICS TO RECKON WITH THE WOUNDS OF SYSTEMIC OPPRESSION, ESPECIALLY RACISM, PATRIARCHY, AND POWER-OVER WE RUN AN APPLICATION BASED SCHOLARSHIP PROGRAM FOR ALL OUR TRAINING CLASSES, MONTHLY RACE-BASED CAUCUS SPACES FOR STAFF AND TEACHERS, AND INTEGRATE TO OUR TEACHER TRAINING EMBODYING POWER WITH AND UNDOING THE HARM OF SYSTEMIC OPPRESSION. F.LA (EMBODIED LEADERSHIP ASSESSMENT) THE ELA-4 IS A BETA VERSION OF THIS, AND IS A UNIQUE, RELIABLE AND STATISTICALLY-NORMED AND CALIBRATED INSTRUMENT THAT MEASURES EMBODIED LEADERSHIP ABILITY. IT GIVES USERS INSIGHT INTO THEIR CAPABILITIES RELATIVE TO PEERS, THEIR LEADERSHIP PERFORMANCE, THE PERCEPTION OTHERS HAVE OF THEM, AND WAYS TO TAKE ACTION IMMEDIATELY. THE ASSESSMENT AND FULL REPORT ARE COMPLETELY FREE OF CHARGE.

    Expenses $384,357 · Grants $700

  • ORGANIZATION WORK AND PARTNERSHIP TRAININGS A.THROUGH SOMATICS TRAINING AGREEMENTS, SPONSORS INTERESTED IN ENGAGING SIS TO CONDUCT A SOMATICS TRAINING COURSE INTERNATIONALLY MAY DO SO. SIS PROVIDES THE CURRICULUM AND QUALIFIED TEACHERS, WHILE THE SPONSOR PRODUCES THE TRAINING. B.THROUGH BESPOKE TRAINING AGREEMENTS, SIS MAY DESIGN BESPOKE CURRICULUM AND TRAINING CLASSES TO SUPPORT ORGANIZATIONS INTERNALLY, USING THE SAME FOUNDATIONAL METHODOLOGY BEHIND THE PUBLIC BASIC PROGRAMS.

    Expenses $183,256

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Tesfaye Tekelu

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    2
  • Peg Birk

    TREASURER

    Total calculated
    $0
    Hours/week
    2
  • Kathleen Wood

    SECRETARY

    Total calculated
    $0
    Hours/week
    2
  • Braeden Lentz

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2
  • Anthonine Pierre

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2
  • Margaret Williams

    EXECUTIVE DI

    Total calculated
    $147,176
    From this org
    $107,691
    From related orgs
    $0
    Other
    $39,485
    Hours/week
    40
  • Lisa Melvin

    CO-DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Richard Strozzi-Heckler - Senior

    TEACHER & AD

    Total calculated
    $145,210
    From this org
    $130,155
    From related orgs
    $0
    Other
    $15,055
    Hours/week
    40
  • Denise Maes

    ENROLLMENT D

    Total calculated
    $133,644
    From this org
    $117,218
    From related orgs
    $0
    Other
    $16,426
    Hours/week
    40
  • Stephanie Meux

    FACULTY TEAC

    Total calculated
    $130,193
    From this org
    $115,385
    From related orgs
    $0
    Other
    $14,808
    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
2024
Filed
12 November 2025
IRS schema version
2024v5.0
Source object
202543179349309569

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