Civic Intelligence

Institute for Public Strategies

EIN 33-0519874 • 501(c)3 • San Diego, CA

Profile

Helping organizations, primarily governmental agencies, develop effective plans for curbing alcohol and drug abuse amongst their citizens. Numbers benefited are unknown as the client organizations provide the direct services.

2615 CAMINO DEL RIO SOUTH No 300San Diego, CA 92108

www.publicstrategies.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

90th percentile

0.78x

Higher debt load relative to assets than 90% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

81st percentile

0.52x

Higher debt load relative to revenue than 81% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

51st percentile

4.8%

Higher net margin than 51% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

90th percentile

$205,382

Higher top officer pay than 90% of similar nonprofits.

Top officer pay equals 4.2% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

66th percentile

10%

Faster asset growth than 66% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

43rd percentile

3.3%

Faster revenue growth than 43% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Down

$1,078,773

Down $1,485 (-0.1%) from 2020

Liabilities

Up

$648,244

Up $9,416 (+1.5%) from 2020

Net Assets

Down

$430,529

Down $10,901 (-2.5%) from 2020

Revenue

Down

$3,327,320

Down $63,697 (-1.9%) from 2020

Expenses

Down

$3,338,221

Down $49,117 (-1.5%) from 2020

Net Income

Down

-$10,901

Down $14,580 (-396%) from 2020

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.5M$1.0M$500K$0Assets 2013: $1,123,244Liabilities 2013: $706,417Net Assets 2013: $416,8272013Assets 2014: $1,190,924Liabilities 2014: $746,568Net Assets 2014: $444,3562014Assets 2015: $1,376,125Liabilities 2015: $931,318Net Assets 2015: $444,8072015Assets 2016: $1,132,801Liabilities 2016: $689,092Net Assets 2016: $443,7092016Assets 2017: $1,169,915Liabilities 2017: $726,958Net Assets 2017: $442,9572017Assets 2018: $1,153,590Liabilities 2018: $716,578Net Assets 2018: $437,0122018Assets 2019: $1,092,310Liabilities 2019: $654,559Net Assets 2019: $437,7512019Assets 2020: $1,080,258Liabilities 2020: $638,828Net Assets 2020: $441,4302020Assets 2021: $1,078,773Liabilities 2021: $648,244Net Assets 2021: $430,5292021

Highlighted filing

2021

Assets$1,078,773
Liabilities$648,244
Net Assets$430,529

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$4.0M$3.0M$2.0M$1.0M$0-$1.0MExpenses 2013: $2,742,8122013Revenue 2014: $3,140,557Expenses 2014: $3,113,028Net Income 2014: $27,5292014Revenue 2015: $3,303,150Expenses 2015: $3,302,699Net Income 2015: $4512015Revenue 2016: $3,053,235Expenses 2016: $3,054,333Net Income 2016: -$1,0982016Revenue 2017: $3,015,228Expenses 2017: $3,015,980Net Income 2017: -$7522017Revenue 2018: $3,271,779Expenses 2018: $3,277,724Net Income 2018: -$5,9452018Revenue 2019: $3,284,703Expenses 2019: $3,283,964Net Income 2019: $7392019Revenue 2020: $3,391,017Expenses 2020: $3,387,338Net Income 2020: $3,6792020Revenue 2021: $3,327,320Expenses 2021: $3,338,221Net Income 2021: -$10,9012021

Highlighted filing

2021

Revenue$3,327,320
Expenses$3,338,221
Net Income-$10,901

Filings

Latest Detailed Filing

The latest 2021 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2016 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Jan 15, 2017
Return Version
2015v3.0
Gross Receipts
$3,053,235
Mission and Program Overview

Mission

Institute of Public Strategies (IPS) is a nonprofit corporation that receives its funding from private foundations and from governmental agencies, primarily located within Southern California but also from agencies located elsewhere. All of IPS' activities are related to its educational purpose. No monies are spent on public fundraising. The purpose of IPS is to serve as an educational training, technical assistance, and operational center on issues of public health, public safety, community planning, and various other issues. IPS provides consulting services to other non-profit organizations and governmental agencies and works on long-term contracts to provide direct services within specified communities.

Alcohol and drug abuse education

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$356,632$498,505▲ $141,873
Savings and Temporary Cash Investments$281,399$284,884▲ $3,485
Accounts Receivable$439,163$256,581▼ $182,582
Prepaid Expenses and Deferred Charges$76,267$65,638▼ $10,629
Receivables From Officers Etc-$9,000-
Total Assets$1,376,125$1,132,801▼ $243,324
Other Assets Total$222,664$18,193▼ $204,471
Liabilities
Other Liabilities$740,006$503,089▼ $236,917
Accounts Payable and Accrued Expenses$191,312$186,003▼ $5,309
Total Liabilities$931,318$689,092▼ $242,226
Net Assets / Fund Balance
Unrestricted Net Assets$444,807$443,709▼ $1,098
Total Net Assets Fund Balance$444,807$443,709▼ $1,098
Total Liabilities and Net Assets / Fund Balance$1,376,125$1,132,801▼ $243,324
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sheri NeilsonEmployeeFT$92,800$70,970$163,770
Dan SkilesEmployeeFT$114,525$46,977$161,502
Brenda SimmonsEmployeeFT$95,000$56,978$151,978

Board Members and Trustees

NameTitle
James BakerPresident
Marilyn WexlerVice President
Carlos Uriel Garcia SantiagoDirector
Gary TitusDirector
Gehry OateyDirector
Hector HernandezDirector
Jorge Rosario AragonDirector
Kevin GroarkDirector
Linda HaskellDirector
Mimi MalmedDirector
RICHARD YOAST PhDDirector
Richard MalmedDirector
Robert VoasDirector
Sam BecknelDirector
Silddy AtilanoDirector
Vicki LuquetteDirector
David HallSecretary/treasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Marian NovakConsulting13753 RECUERDO DR, Del Mar, CA 92014$154,250
James BakerConsulting2615 CAMINO DEL RIO SOUTH NO300, San Diego, CA 92108$134,500
Jeffery TufenkianConsulting2615 CAMINO DEL RIO SOUTH NO300, San Diego, CA 92108$130,098
Revenue and Support

Revenue Composition

Contributions and Grants
$250
Program Service Revenue
$3,052,034
Investment Income
$951
Other Revenue
$0
All Other Contributions
$250
Change in Net Assets
$-1,098

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,053,235
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$3,053,235
Total Revenue per Form 990
$3,053,235
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,957,207
Other Expenses$1,097,126
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$748,024$132,964-$880,988
Current Officers, Directors, Trustees, and Key Employees$499,970$88,230-$588,200
Pension Plan Contributions$310,679$54,969-$365,648
Occupancy$180,885$30,639-$211,524
All Other Expenses$108,474$22,993-$131,467
Payroll Taxes$104,559$17,812-$122,371
Travel$35,164$30,091-$65,255
Office Expenses$27,835$4,348-$32,183
Other Expenses$14,168$15,535-$29,703
Insurance$10,297$5,163-$15,460
Total Functional Expenses$2,509,460$544,873$0$3,054,333

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$3,054,333
Total Expenses per Audited Statements$3,054,333
Total Expenses per Form 990$3,054,333
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Officers, Directors, Trustees, and Key Employees-$9,000-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Accrued Time-off/illness Benefit$264,621
Deferred Benefits$155,798
Wages and Payroll Taxes Payable$82,670
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, line 2

Directors richard and mimi malmed are husband and wife.

Form 990, Part VI, Section B, line 11

The return is reviewed by the president of the institution. The board members are given a copy of the audited financial statements, which are prepared after the filing date of the tax return.

Form 990, Part VI, Section B, line 12C

All employees, including officers, must read the organization's conflict of interest policy and sign off that they have understood and will comply.

Form 990, Part VI, Section B, line 15

Compensation for officers and employees are reviewed and approved by the board of directors at least annually.

Form 990, Part VI, Section C, line 19

The documents are available for inspection at the main office of the institute.

Filing and Contact Details

Filer

Filer Name
Institute for Public Strategies
EIN
33-0519874
Phone
6194769100
Address
2615 CAMINO DEL RIO SOUTH No 300, SAN DIEGO, CA 92108

Signing Officer

Name
James Baker
Title
President
Phone
6194769100
Signed
2017-01-15

Organization Details

Principal Officer
James Baker
Formed
1992
Legal Domicile
CA
Voting Board Members
17
Independent Board Members
12
Employees
39
Volunteers
0

Preparer

Firm
Roger S Gordon & Co CPA
Address
1679 E MAIN ST STE 105, EL CAJON, CA 92021
Preparer
Roger S Gordon
Phone
6195171488
Raw XML AppendixShowing 400 of 580 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
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IRS990/MissionDesc0HELPING ORGANIZATIONS, PRIMARILY GOVERNMENTAL AGENCIES, DEVELOP EFFECTIVE PLANS FOR CURBING ALCOHOL AND DRUG ABUSE AMONGST THEIR CITIZENS. NUMBERS BENEFITED ARE UNKNOWN AS THE CLIENT ORGANIZATIONS PROVIDE THE DIRECT SERVICES.
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IRS990/OfficeExpensesGrp/ProgramServicesAmt027835
IRS990/OfficeExpensesGrp/TotalAmt032183
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IRS990/OtherExpensesGrp/TotalAmt146863
IRS990/OtherExpensesGrp/TotalAmt241084
IRS990/OtherExpensesGrp/TotalAmt329703
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt015198246
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00

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