Form 990 for tax year 2023

Filed by SONORAN INSTITUTE INC.

Totals

Total revenue: $3,986,346
Total expenses: $4,335,766
Contributions and grants received: $2,484,527
Grants paid: $72,500
Program services expenses (Part IX): $3,568,930
Management and general expenses: $460,724
Fundraising expenses: $306,112
Program service expenses (Part III): $3,568,930

Program services were 82.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

MICHAEL ZELLNER

CEO

Total calculated

$156,786

From this org

$146,696

From related orgs

$0

Other

$10,090

Hours/week

40

Schedule J breakdown matched by us

Base

$146,696

Bonus

not reported

Other

not reported

Deferred

$2,944

Nontaxable benefits

$7,146

Filer's total

$156,786
KIM EGITA

CFAO

Total calculated

$118,028

From this org

$108,481

From related orgs

$0

Other

$9,547

Hours/week

40
DAVID BAUMGARTEN

DIRECTOR

Total calculated

$0

Hours/week

1.75
ALAN DENNIS

DIRECTOR

Total calculated

$0

Hours/week

1.75
ALLISON GREEN

DIRECTOR

Total calculated

$0

Hours/week

1.75
BARBARA GREEN

DIRECTOR

Total calculated

$0

Hours/week

1.75
JOE KALT

VICE CHAIR

Total calculated

$0

Hours/week

1.75
DAN KIMBALL

CHAIR

Total calculated

$0

Hours/week

1.75
LEE LEACHMAN

DIRECTOR

Total calculated

$0

Hours/week

1.75
ANNA MURVEIT

DIRECTOR

Total calculated

$0

Hours/week

1.75
LAURINDA OSWALD

SECRETARY

Total calculated

$0

Hours/week

1.75
LORETTA PINEDA

DIRECTOR

Total calculated

$0

Hours/week

0.3
ANNA HILL PRICE

DIRECTOR

Total calculated

$0

Hours/week

1.75
TIM QUINN

DIRECTOR

Total calculated

$0

Hours/week

0.3
ROBERTO SALMON

DIRECTOR

Total calculated

$0

Hours/week

0.3
RICHARD SCHAEFER

DIRECTOR

Total calculated

$0

Hours/week

1.75
MATT TEETERS

TREASURER

Total calculated

$0

Hours/week

1.75
DAVID WEGNER

DIRECTOR

Total calculated

$0

Hours/week

1.75

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 — 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 · 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

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.

THE SONORAN INSTITUTE MEXICO AC

501CE · CONSERVE

Directly controlled by NA
SANTA LUCIA CONSERVANCY

501C3 · CONSERVE · CA

Provenance

Return type: form_990
Tax year: 2023
Filed: 2 April 2025
IRS schema version: 2023v6.0
Source object: 202521019349301322

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