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← STEINBERG INSTITUTE

Form 990 for tax year 2023

Filed by STEINBERG INSTITUTE.

What the amendment changed

Compared with the return it replaced , filed 10 November 2024. matched by us Only the Part I totals and the names listed in Part VII 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.

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

Totals

Total revenue
$3,406,726
Total expenses
$1,732,398
Contributions and grants received
$3,402,039
Grants paid
$0
Program service revenue
$0
Investment income
$4,687
Other revenue
$0
Total assets, end of year
$2,375,329
Total liabilities, end of year
$200,837
Net assets or fund balances, end of year
$2,174,492
Program services expenses (Part IX)
$1,272,373
Management and general expenses
$449,332
Fundraising expenses
$10,693
Program service expenses (Part III)
$1,272,373

Program services were 73.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • DARRELL STEINBERG

    FOUNDER

    Total calculated
    $0
    Hours/week
    3

  • TINA THOMAS

    CHAIR

    Total calculated
    $0
    Hours/week
    2

  • ANNA BAKAR

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • AZIZZA DAVIS GOINES

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • STEPHANIE GRAVES

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • KEN ZIMMERMAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DAVID BEIER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • TOM INSEL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • KERI THOMAS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JOHN BOYD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • STEVE FIELDS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • RICH LIEB

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JUAN ACOSTA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • KAREN LARSEN

    CHIEF EXECUTIVE OFFICER

    Total calculated
    $273,728
    From this org
    $255,000
    From related orgs
    $0
    Other
    $18,728
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $250,000
    Bonus
    $5,000
    Other
    $0
    Deferred
    $4,667
    Nontaxable benefits
    $14,061
    Filer's total
    $273,728

  • MARGARET MERRITT

    CHIEF OPERATING OFFICER

    Total calculated
    $197,676
    From this org
    $175,677
    From related orgs
    $0
    Other
    $21,999
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $170,677
    Bonus
    $5,000
    Other
    $0
    Deferred
    $7,027
    Nontaxable benefits
    $14,972
    Filer's total
    $197,676

  • JASON W SHOULTZ

    DIRECTOR OF STRATEGIC PARTNERSHIPS

    Total calculated
    $163,971
    From this org
    $144,400
    From related orgs
    $0
    Other
    $19,571
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $139,400
    Bonus
    $5,000
    Other
    $0
    Deferred
    $3,806
    Nontaxable benefits
    $15,765
    Filer's total
    $163,971

  • TARA GAMBOA-EASTMAN

    DIRECTOR OF GOVERNMENT AFFAIRS

    Total calculated
    $146,475
    From this org
    $134,900
    From related orgs
    $0
    Other
    $11,575
    Hours/week
    40

  • COREY HASHIDA

    SENIOR RESEARCH ASSOCIATE

    Total calculated
    $127,357
    From this org
    $118,750
    From related orgs
    $0
    Other
    $8,607
    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
2023
Filed
6 February 2025
IRS schema version
2023v6.0
Source object
202540419349301324

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