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← INSTITUTE FOR STRATEGIC POLICY SOLUTIONS

Form 990 for tax year 2023

Filed by INSTITUTE FOR STRATEGIC POLICY SOLUTIONS.

This return was superseded by a later amendment. matched by us It is kept because history is preserved rather than replaced.

What the amendment changed

Compared with the latest return for 2023 , filed 24 January 2025. matched by us Only the return's totals, a 990-PF's accounting method and the names listed in Part VII (Part VIII on a 990-PF) are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.

Those are the same on the two returns, so the amendment changed something else.

Totals

Total revenue
$682,524
Total expenses
$602,468
Contributions and grants received
$9,025
Grants paid
$0
Program service revenue
$0
Investment income
$673,499
Other revenue
$0
Total assets, end of year
$15,569,127
Total liabilities, end of year
$128,489
Net assets or fund balances, end of year
$15,440,638
Program services expenses (Part IX)
$224,821
Management and general expenses
$339,130
Fundraising expenses
$38,517
Program service expenses (Part III)
$224,821

Program services were 37.3% 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

    $9,025

  • 3 · Investment income

    total $413,181 · excluded $413,181

  • 7a · Gross sales of assets other than inventory

    securities $7,457,362

  • 7b · Less cost or other basis and sales expenses

    securities $7,197,044

  • 7c · Gain or loss

    securities $260,318

  • 7d · Net gain or loss

    total $260,318 · excluded $260,318

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $111,581 · program services $41,781 · management and general $58,980 · fundraising $10,820

  • 7 · Other salaries and wages

    total $199,997 · program services $74,889 · management and general $105,715 · fundraising $19,393

  • 8 · Pension plan contributions

    total $20,786 · program services $7,782 · management and general $10,989 · fundraising $2,015

  • 9 · Other employee benefits

    total $41,213 · program services $15,432 · management and general $21,785 · fundraising $3,996

  • 10 · Payroll taxes

    total $21,105 · program services $7,903 · management and general $11,156 · fundraising $2,046

  • 11c · Fees: accounting

    total $25,455 · program services $3,795 · management and general $21,660

  • 11f · Fees: investment management

    total $81,196 · management and general $81,196

  • 11g · Fees: other

    total $14,919 · program services $11,018 · management and general $3,901

  • 12 · Advertising and promotion

    total $20,323 · program services $12,000 · management and general $8,323

  • 13 · Office expenses

    total $4,018 · program services $1,982 · management and general $2,036

  • 16 · Occupancy

    total $7,047 · management and general $7,047

  • 17 · Travel

    total $34,791 · program services $34,779 · management and general $12

  • 24a · Other expenses: HONORIA FEES

    total $7,500 · program services $7,500

  • 24b · Other expenses: FOOD

    total $6,056 · program services $5,581 · management and general $475

  • 24c · Other expenses: OTHER EXPENSES

    total $4,224 · program services $328 · management and general $3,649 · fundraising $247

  • 24d · Other expenses: OTHER SERVICES

    total $1,840 · management and general $1,840

  • 24e · All other expenses

    total $417 · program services $51 · management and general $366

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $714,407 · end of year $181,626

  • 2 · Savings and temporary cash investments

    beginning of year $451,687 · end of year $74,892

  • 11 · Investments: publicly traded securities

    beginning of year $3,778,812 · end of year $4,956,876

  • 12 · Investments: other securities

    beginning of year $9,368,115 · end of year $10,355,733

  • 17 · Accounts payable and accrued expenses

    beginning of year $8,522 · end of year $9,128

  • 25 · Other liabilities

    beginning of year $143,544 · end of year $119,361

  • 27 · Net assets without donor restrictions

    beginning of year $14,160,708 · end of year $15,440,638

  • 28 · Net assets with donor restrictions

    beginning of year $247 · end of year $0

Mission and programs · 2023

Mission

TO ENRICH THE EDUCATION EXPERIENCE, ENGAGE WITH LOCAL GOVERNMENT TO PROMOTE UNITY AND EFFICIENCY, FACILITATE ECONOMIC ACTIVITY, AND INVOLVE CITIZENS IN THEIR COLLEGE AND GOVERNMENT. IN RECOGNITION OF LATE CONGRESSMAN C.W. BILL YOUNG'S LEADERSHIP IN WASHINGTON AND TALLAHASSEE AS WELL AS HIS COMMITMENT TO EDUCATIONAL AND ECONOMIC DEVELOPMENT INITIATIVES.

Activities or mission (Part I)

A FORUM AND CENTER FOR LEARNING AND SCHOLARLY PUBLIC DISCOURSE ON KEY CIVIC MATTERS WHICH MAY BE LOCAL, REGIONAL, OR INTERNATIONAL IN SCOPE AND IMPACT.

  • IN 2023, THE INSTITUTE FOCUSED ON ORGANIZATIONAL GOVERNANCE, STATEWIDE IMPACT, AND MEASURING OUTCOMES. THE INSTITUTE, IN ITS THIRD YEAR OF THE THREE-YEAR STRATEGIC PLAN (2022-2025), FOCUSED ON BRANDING, CONTENT DEVELOPMENT, AND STATEWIDE IMPACT. IN ACCORDANCE WITH THAT PLAN, AND TO ACHIEVE THE COMMITMENT TO STATEWIDE IMPACT, THE INSTITUTE COLLABORATED WITH FOUR FLORIDA STATE COLLEGES FOR THE ANNUAL GRAND DEBATE, (EASTERN FLORIDA STATE COLLEGE, HILLSBOROUGH COMMUNITY COLLEGE, MIAMI-DADE COLLEGE AND POLK COMMUNITY COLLEGE), HELD PROGRAMS AT HILLSBOROUGH COMMUNITY COLLEGE AND PASCO-HERNANDO STATE COLLEGE, AND CONNECTED WITH THE ASSOCIATION OF FLORIDA COLLEGES (AFC) AND THE FLORIDA COLLEGE SYSTEM ACTIVITIES ASSOCIATION (FCSAA). THIS PAST YEAR, THE INSTITUTE ENGAGED WITH 52 COMMUNITY SPEAKERS, COLLABORATED WITH 16 PARTNERS, HAD 31 PRESS MENTIONS, AND INCREASED WEBSITE USERS TO 10,600 AND NEWSLETTER SUBSCRIBERS TO 7,000. THE INSTITUTE PRODUCED A DOCUMENTARY ON CONGRESSMAN BILL YOUNG, INTERVIEWING SEVERAL OF THE CONGRESSMAN'S COLLEAGUES AND PERSONS INSTRUMENTAL TO THE CREATION OF THE INSTITUTE. THE INSTITUTE'S OUTREACH EFFORTS INCREASED IN STRENGTH FROM THE CONTINUED EFFORTS OF THE STATEWIDE COORDINATOR ROLE TO EXPAND THE INSTITUTE'S PRESENCE IN FLORIDA. ADMINISTRATIVELY, THE INSTITUTE ACQUIRED GENERAL LIABILITY AND DIRECTORS, OFFICERS & ORGANIZATION LIABILITY POLICIES, ENHANCED TRANSPARENCY WITH FIRM POLICIES AND FINANCIAL CONTROLS, AND CULTIVATED PRIVATE SUPPORT AND FUNDRAISING. THE INSTITUTE'S INVESTMENT POLICY PROVED ROBUST AND YIELDED SIGNIFICANT GAINS OVER THE PAST YEAR.

    Expenses $224,821

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Jo-Lynn Brown

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Alysen Heil

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Adam David Johnson

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Brett Bina

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Daniel Mageras

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Elizabeth Sembler

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Gershom Faulker

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Jeff Johnson

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Mark Strickland

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Nikki Gaskin-Capehart

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Tom Furlong

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Michelle Grimsley

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Kimberly Jackson

    SECRETARY/EXCEC. DIRECTOR

    Total calculated
    $109,280
    From this org
    $0
    From related orgs
    $96,733
    Other
    $12,547
    Hours/week
    40

  • Mike Meigs

    TREASURER

    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.

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.

Provenance

Return type
form_990
Tax year
2023
Filed
3 September 2024
IRS schema version
2023v5.1
Source object
202422509349300422

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