Totals
- Total revenue
- $1,042,651
- Total expenses
- $2,108,211
- Contributions and grants received
- $1,038,470
- Grants paid
- $0
- Program service revenue
- $0
- Investment income
- $4,083
- Other revenue
- $98
- Total assets, end of year
- $1,609,922
- Total liabilities, end of year
- $500,990
- Net assets or fund balances, end of year
- $1,108,932
- Program services expenses (Part IX)
- $1,609,667
- Management and general expenses
- $497,820
- Fundraising expenses
- $724
- Program service expenses (Part III)
- $1,609,667
Program services were 76.4% 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
$1,038,470
-
1g · Noncash contributions included above
$318
-
3 · Investment income
total $4,083 · excluded $4,083
-
11a · Other revenue: OTHER INCOME
total $98 · related or exempt $98
-
11e · Other revenue, total
$98
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $427,158 · program services $395,214 · management and general $31,944
-
7 · Other salaries and wages
total $873,643 · program services $808,309 · management and general $65,334
-
8 · Pension plan contributions
total $70,764 · program services $65,472 · management and general $5,292
-
9 · Other employee benefits
total $63,508 · program services $58,759 · management and general $4,749
-
10 · Payroll taxes
total $93,336 · program services $86,356 · management and general $6,980
-
11b · Fees: legal
total $7,082 · management and general $7,082
-
11c · Fees: accounting
total $64,813 · program services $34,909 · management and general $29,904
-
11d · Fees: lobbying
total $14,058 · management and general $14,058
-
11e · Fees: professional fundraising services
total $724 · fundraising $724
-
11g · Fees: other
total $163,264 · program services $91,751 · management and general $71,513
-
12 · Advertising and promotion
total $38,795 · program services $2,510 · management and general $36,285
-
13 · Office expenses
total $21,175 · program services $765 · management and general $20,410
-
14 · Information technology
total $6,187 · program services $1,548 · management and general $4,639
-
16 · Occupancy
total $128,984 · management and general $128,984
-
17 · Travel
total $11,346 · program services $1,075 · management and general $10,271
-
19 · Conferences, conventions and meetings
total $3,552 · management and general $3,552
-
22 · Depreciation, depletion and amortization
total $222 · management and general $222
-
23 · Insurance
total $14,050 · program services $3,760 · management and general $10,290
-
24a · Other expenses: SPECIAL PROJECTS PROGRA
total $41,511 · program services $41,511
-
24b · Other expenses: MISCELLANEOUS
total $32,288 · program services $3,734 · management and general $28,554
-
24c · Other expenses: DUES AND SUBSCRIPTIONS
total $19,199 · program services $2,156 · management and general $17,043
-
24d · Other expenses: STAFF DEVELOPMENT
total $9,552 · program services $8,838 · management and general $714
-
24e · All other expenses
total $3,000 · program services $3,000
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $827,116 · end of year $675,364
-
2 · Savings and temporary cash investments
beginning of year $415,228 · end of year $466,840
-
3 · Pledges and grants receivable
beginning of year $1,013,472 · end of year $15,000
-
4 · Accounts receivable
beginning of year $30,450 · end of year $35,000
-
9 · Prepaid expenses and deferred charges
beginning of year $23,105 · end of year $89,860
-
10a · Land, buildings and equipment: cost or other basis
$6,624
-
10b · Land, buildings and equipment: accumulated depreciation
$6,624
-
10c · Land, buildings and equipment, net
beginning of year $222 · end of year $0
-
15 · Other assets
beginning of year $65,736 · end of year $327,858
-
17 · Accounts payable and accrued expenses
beginning of year $133,261 · end of year $145,617
-
19 · Deferred revenue
end of year $51,000
-
25 · Other liabilities
beginning of year $67,576 · end of year $304,373
-
27 · Net assets without donor restrictions
beginning of year $435,559 · end of year $197,201
-
28 · Net assets with donor restrictions
beginning of year $1,738,933 · end of year $911,731
Mission and programs · 2024
Mission
OUR MISSION: TRANSFORMING CALIFORNIA'S MENTAL HEALTH AND SUBSTANCE USE CARE SYSTEMS THROUGH EDUCATION, ADVOCACY, ACCOUNTABILITY, AND INSPIRED LEADERSHIP.
Activities or mission (Part I)
THE STEINBERG INSTITUTE'S MISSION IS TO TRANSFORM CALIFORNIA'S MENTAL HEALTH AND SUBSTANCE USE CARE SYSTEMS THROUGH EDUCATION, ADVOCACY, ACCOUNTABILITY AND INSPIRED LEADERSHIP.
-
SINCE OUR FOUNDING IN 2015, THE INSTITUTE HAS HELPED ENACT SWEEPING IMPROVEMENTS IN CALIFORNIA MENTAL HEALTH POLICY, INCLUDING SECURING SIGNIFICANT FUNDING TO PROVIDE PERMANENT SUPPORTIVE HOUSING AND CARE FOR INDIVIDUALS LIVING WITH MENTAL HEALTH AND SUBSTANCE USE CONDITIONS WHO ARE EXPERIENCING HOMELESSNESS, PEER CERTIFICATION, PARITY IN INSURANCE COVERAGE FOR BEHAVIORAL HEALTH CONDITIONS THAT IS COMMENSURATE WITH PHYSICAL HEALTH COVERAGE, AND THE LAUNCHING OF 988. OUR VISION IS THAT CALIFORNIA SETS THE STANDARDS FOR THE NATION IN PREVENTION, TREATMENT, AND RECOVERY, WHERE ALL PEOPLE RECEIVE QUALITY CARE AND SUPPORT WHEN, WHERE, AND FOR AS LONG AS THEY NEED IT.
Expenses $1,609,667
As filed on the 2024 return.
Listed in Part VII
-
Darrell SteinbergDARRELL STEINBERG
FOUNDER
- Total calculated
- $0
- Hours/week
- 3
-
Stephanie GravesSTEPHANIE GRAVES
CHAIR
- Total calculated
- $0
- Hours/week
- 2
-
Anna BakarANNA BAKAR
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
David BeierDAVID BEIER
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Margot KushelMARGOT KUSHEL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Alfred RowlettALFRED ROWLETT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Ken ZimmermanKEN ZIMMERMAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jonathan SherinJONATHAN SHERIN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Lisa Stone PritzkerLISA STONE PRITZKER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
John BoydJOHN BOYD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Rich LiebRICH LIEB
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Juan AcostaJUAN ACOSTA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Karen LarsenKAREN LARSEN
CHIEF EXECUTIVE OFFICER
- Total calculated
- $279,750
- From this org
- $255,000
- From related orgs
- $0
- Other
- $24,750
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $250,000
- Bonus
- $5,000
- Other
- $0
- Deferred
- $10,000
- Nontaxable benefits
- $14,750
- Filer's total
- $279,750
-
Margaret MerrittMARGARET MERRITT
CHIEF OPERATING OFFICER
- Total calculated
- $147,408
- From this org
- $126,760
- From related orgs
- $0
- Other
- $20,648
- Hours/week
- 40
-
Jason W ShoultzJASON W SHOULTZ
DIRECTOR OF STRATEGIC PARTNERSHIPS
- Total calculated
- $185,613
- From this org
- $170,448
- From related orgs
- $0
- Other
- $15,165
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $165,448
- Bonus
- $5,000
- Other
- $0
- Deferred
- $5,760
- Nontaxable benefits
- $9,405
- Filer's total
- $185,613
-
Tara Gamboa-EastmanTARA GAMBOA-EASTMAN
DIRECTOR OF GOVERNMENT AFFAIRS
- Total calculated
- $168,337
- From this org
- $150,250
- From related orgs
- $0
- Other
- $18,087
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $145,250
- Bonus
- $5,000
- Other
- $0
- Deferred
- $5,810
- Nontaxable benefits
- $12,277
- Filer's total
- $168,337
-
Corey HashidaCOREY HASHIDA
SENIOR RESEARCH ASSOCIATE
- Total calculated
- $139,744
- From this org
- $128,600
- From related orgs
- $0
- Other
- $11,144
- Hours/week
- 40
-
John W DrebingerJOHN W DREBINGER
ASSOCIATE DIRECTOR OF PARTNERSHIPS
- Total calculated
- $133,321
- From this org
- $125,591
- From related orgs
- $0
- Other
- $7,730
- Hours/week
- 40
-
Carmen MarceloCARMEN MARCELO
DIRECTOR OF ADMINISTRATION
- Total calculated
- $112,120
- From this org
- $108,000
- From related orgs
- $0
- Other
- $4,120
- 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. 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 · Form 990 of other organizations
- 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
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 30 October 2025
- IRS schema version
- 2024v5.2
- Source object
- 202533049349302208
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