Civic Intelligence

Strozzi Institute for Somatics

EIN 93-4577076 • 501(c)3 • Oakland, CA

Profile

The institute was founded to advance and promote the field of somatics, and to develop transformative leaders and organizations that can meet the challenges of our times, leaving our communities and world more vital than we found it. Somatics helps individuals reconnect with the wisdom of their body, heal their conditioned responses, and take actions aligned with their values, even when under pressure.

490 Lake Park Avenue 10491Oakland, CA 94610

www.strozziinstitute.org

Siviq Scores

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

Liabilities / Assets

97th percentile

1.74x

Higher debt load relative to assets than 97% of similar nonprofits.

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

Liabilities / Revenue

66th percentile

0.20x

Higher debt load relative to revenue than 66% of similar nonprofits.

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

Net Margin

21st percentile

-11%

Higher net margin than 21% of similar nonprofits.

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

Top Officer Pay

82nd percentile

$147,176

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 4.5% of source-year revenue.

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

Asset Growth

85th percentile

30%

Faster asset growth than 85% of similar nonprofits.

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

Revenue Growth

99th percentile

2037%

Faster revenue growth than 99% of similar nonprofits.

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

Assets

Up

$368,801

Up $85,593 (+30%) from 2023

Liabilities

Up

$643,453

Up $444,315 (+223%) from 2023

Net Assets

Down

-$274,652

Down $358,722 (-427%) from 2023

Revenue

Up

$3,253,158

Up $3,100,914 (+2037%) from 2023

Expenses

Up

$3,611,880

Up $3,543,706 (+5198%) from 2023

Net Income

Down

-$358,722

Down $442,792 (-527%) from 2023

Trend Graphs

Balance Sheet Trend

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

$1.0M$500K$0-$500KAssets 2023: $283,208Liabilities 2023: $199,138Net Assets 2023: $84,0702023Assets 2024: $368,801Liabilities 2024: $643,453Net Assets 2024: -$274,6522024

Highlighted filing

2024

Assets$368,801
Liabilities$643,453
Net Assets-$274,652

Operations Trend

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2023: $152,244Expenses 2023: $68,174Net Income 2023: $84,0702023Revenue 2024: $3,253,158Expenses 2024: $3,611,880Net Income 2024: -$358,7222024

Highlighted filing

2024

Revenue$3,253,158
Expenses$3,611,880
Net Income-$358,722

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 12, 2025
Return Version
2024v5.0
Gross Receipts
$3,253,158
Mission and Program Overview

Mission

The institute was founded to advance and promote the field of somatics, and to develop transformative leaders and organizations that can meet the challenges of our times, leaving our communities and world more vital than we found it. Somatics helps individuals reconnect with the wisdom of their body, heal their conditioned responses, and take actions aligned with their values, even when under pressure.

The institute was founded to advance and promote the field of somatics, and to develop transformative leaders and organizations that can meet the challenges of our times, leaving our communities and world more vital than we found it. Somatics helps individuals reconnect with the wisdom of their body, heal their conditioned responses, and take actions aligned with their values, even when under pressure. We further our charitable and educational purposes through three main activities, which are conducted year-round: (1) in-person somatic training classes for organizational leaders, social change leaders, and other individuals; (2) an in-person somatic coach certifcation program; (3) virtual classes and a community forum to provide access to strozzi somatics to a broader audience, and foster connection and community among somatic practitioners. Sis is also actively developing a social & environmental justice leaders train-the-trainer program, that will train these leaders in strozzi somat

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$115,831$279,841▲ $164,010
Prepaid Expenses and Deferred Charges$30,968$30,053▼ $915
Pledges and Grants Receivable-$9,600-
Accounts Receivable$136,409$2,232▼ $134,177
Total Assets$283,208$368,801▲ $85,593
Other Assets Total-$47,075-
Liabilities
Deferred Revenue$136,409$539,241▲ $402,832
Accounts Payable and Accrued Expenses$62,729$104,212▲ $41,483
Total Liabilities$199,138$643,453▲ $444,315
Net Assets / Fund Balance
Net Assets With Donor Restrictions-$57,150-
Net Assets Without Donor Restrictions$84,070$-331,802▼ $415,872
Total Net Assets Fund Balance$84,070$-274,652▼ $358,722
Total Liabilities and Net Assets / Fund Balance$283,208$368,801▲ $85,593

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$47,075--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Margaret WilliamsExecutive DiFT$107,691$39,485$147,176
Richard Strozzi-heckler - SeniorTeacher & AdFT$130,155$15,055$145,210
Denise MaesEnrollment DFT$117,218$16,426$133,644
Stephanie MeuxFaculty TeacFT$115,385$14,808$130,193

Board Members and Trustees

NameTitle
Tesfaye TekeluBoard Chair
Anthonine PierreBoard Member
Braeden LentzBoard Member
Lisa MelvinCo-director
Kathleen WoodSecretary
Peg BirkTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Authentic Presence INCDigital Educati3655 CONIFER CT, Boulder, CO 80304$175,718
Revenue and Support

Revenue Composition

Contributions and Grants
$1,406,164
Program Service Revenue
$1,846,250
Investment Income
$744
Other Revenue
$0
All Other Contributions
$1,406,164
Change in Net Assets
$-358,722

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,253,158
Total Revenue per Audited Statements
$3,253,158
Total Revenue per Form 990
$3,253,158
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,845,793
Other Expenses$1,765,387
Total Fundraising Expense$191,529
Grants and Similar Amounts Paid$700
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,259,085$45,931$104,821$1,409,837
Fees for Services Other$621,533$7,929$13,151$642,613
Travel$268,327$88$10,254$278,669
Advertising$183,192$517$639$184,348
Other Employee Benefits$120,864$5,927$11,915$138,706
Payroll Taxes$115,929$5,017$11,141$132,087
Current Officers, Directors, Trustees, and Key Employees$88,790$12,684$25,369$126,843
Occupancy$116,954--$116,954
Fees for Services Accounting-$84,570-$84,570
Fees for Services Legal-$50,048-$50,048
Pension Plan Contributions$33,544$1,453$3,323$38,320
Conferences and Meetings$19,937$7,195$2,571$29,703
Office Expenses$8,047$18,863$895$27,805
Other Expenses$13,317$552$1,663$15,532
All Other Expenses$10,114--$10,114
Insurance$5,935$559$785$7,279
Information Technology$2,161$87$203$2,451
Grants to Domestic Individuals$700--$700
Total Functional Expenses$3,173,571$246,780$191,529$3,611,880

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$3,611,880
Total Expenses per Audited Statements$3,611,880
Total Expenses per Form 990$3,611,880
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
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
No
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, Page 6, Part VI, Line 11B

Once the 990 tax return is completed by the professional tax preparer, it is forwarded to the operations director and the outsourced accountant of the organization for their review. All questions are then posed to the preparer and once these questions are answered, the 990 tax return is then forwarded to the executive director for her review. Once the executive director is satisfied with the contents of the 990 tax return, it is forwarded to the board members for their review. The board is provided a period of time to ask questions that they may have. After all questions, if any are answered, the board provides approval to the executive director to execute the 990 tax return and to file it with the internal revenue service

Form 990, Page 6, Part VI, Line 12C

Annually the members board addresses conflict of interest. They are required to disclose whether they are aware of any situations that could give rise to a conflict of interest. In the event there is a conflict of interest during the year, the board member is required to recuse themselves from the discussion and vote.

Form 990, Page 6, Part VI, Line 15A

The compensation of the executive director is reviewed annually by the board of directors to ensure reasonable compensation.

Form 990, Page 6, Part VI, Line 18

The 990 tax return is available upon request from the organization and it is also available on guide star

Form 990, Page 6, Part VI, Line 19

Governing documents are available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Strozzi Institute for Somatics
EIN
93-4577076
Phone
5104441232
Address
490 LAKE PARK AVENUE 10491, OAKLAND, CA 94610

Signing Officer

Name
Margaret Williams
Title
Executive Director
Phone
5104441232
Signed
2025-11-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Margaret Williams
Formed
2023
Legal Domicile
De
Voting Board Members
6
Independent Board Members
5
Employees
29
Volunteers
5

Preparer

Firm
Kendall Prebola and Jones LLC
Address
PO BOX 259, BEDFORD, PA 15522-0259
Preparer
Richard M Jones CPA
Phone
8146231880
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

The institute was founded to advance and promote the field of somatics, and to develop transformative leaders and organizations that can meet the challenges of our times, leaving our communities and world more vital than we found it. Somatics helps individuals reconnect with the wisdom of their body, heal their conditioned responses, and take actions aligned with their values, even when under pressure.

Form 990, Page 1, Part I, Line 6

Volunteers represent the board of directors who served during the year

Form 990, Page 2, Part III, Line 4A

In-person strozzi somatics training classes sis offers in-person courses that follow a carefully designed curriculum that begins with the foundational "embodied transformation" course and continues with advanced courses. A.embodied transformation the 4-day, in-person embodied transformation course provides the foundational introduction to strozzi somatics. This course serves community and social change leaders who recognize the need for more connection and collaboration as they work towards social and environmental change; and others wanting to become more centered as they support their communities. We project that over 300 individuals will complete this course in 2024 in california, washington, dc, new york, and europe. B.somatic bodywork sis offers advanced coursework in somatic bodywork, which incorporates breath, movement, touch, energy and the physical body. This course builds off of the foundation of embodied transformation and supports therapeutic healing to enable participants to lead their lives and organizations in more impactful ways. This course is a 5-day course offered three times per year in petaluma, california. We project that 50 to 80 people will complete this course in 2024. C.somatics, trauma, and resilience somatics, trauma & resilience is an advanced-level course designed and led by staci k. Haines, author of the politics of trauma: somatics, healing and social justice. Over four days, participants are guided through addressing existing traumas and practicing transformative tools for healing and resilience. Participants are led to deeply explore the short and long-term impacts of trauma on the mind, body, emotions, and relationships, regenerate a sense of safety from the inside out. This course also teaches participants how to assess their own competence with healing trauma - to con?dently know when to engage further support or refer a client or team member to a trauma specialist. This course is a 4-day course offered once per year in oakland, california. We project that 30 to 40 individuals will complete this course in 2024. D.embodied leadership pathway the sis embodied leadership pathway (elp) is an 8-month, leadership transformation program that blends in-person and online learning, including three, 4-day in-person workshops, four virtual group coaching sessions, and four virtual learning sessions. Elp is offered once per year in petaluma, california. We anticipate that 20 participants will attend this program in 2024. E.strozzi institute somatic coach ("sisc") certification program sis conducts a somatic coach certi?cation program ("sisc"), which is accredited by the international coaching federation (icf). Sisc trains coaches to support individuals to ful?ll their commitments more effectively, to work more skillfully with others, and to embody new, generative ways of being with greater purpose and deeper impact. Sisc certi?cation consists four 4-day in-person sessions and includes an introduction to somatic bodywork, one-on-one mentor coaching, mentoring groups, webinars, and online learning. Training takes place over 8 months, followed by six months of virtual coaching and mentorship. Sisc certification includes more than 150 contact hours. In 2024, we will be hosting the sisc program in california and in rome, italy, and we will also be launching a washington, dc-based cohort in june 2024. We project that 72 individuals will begin the program in 2024. F.train-the-trainer/social & environmental justice leaders initiative sis will be launching a train-the-trainer (ttt) program to support social and environmental justice leaders who wish to lead groups through portions of our curriculum in ways that are tailored to the contexts and with the communities that they serve. This program facilitates systemic change by teaching others to teach somatic awareness, somatic practices, resilience, effective collaboration, and healing towards more empathetic relationships. Through individual and group somatic pra

Form 990, Page 2, Part III, Line 4B

Virtual programs sis provides the following virtual programs to educate the public about somatics, provide free and low-cost access to somatic training, and to help build community among our students and others interested in learning more about strozzi somatics. A.community dojo the community dojo is a free monthly online 1-hour session with experienced strozzi teachers. The online community dojo focuses on the fundamentals of the somatic method, and provides a welcoming community designed to accommodate all practice levels. In each session, strozzi teachers lead practices and introduce a new somatic application for participants' growth and development. To date, approximately 100 people have joined these sessions each month. We record each monthly session and make them available for free on our website. B.free online webinars every quarter, we offer free online webinars with speci?c topics such as how somatic practice can assist changemaker leaders to have more impact, harnessing somatics to overcome fear, and using somatics to navigate change and build resilience, among others. We offer selected webinars as recordings for free on our website. C.return to center: a weekly practice online subscription for graduates of our in-person courses, we offer a low-cost subscription to a weekly one-hour practice session, to support people in their arc of transformation. An additional bipoc-only practice session once a month is included. These sessions are led by experienced strozzi somatics teachers. We currently have 100 subscribers. D.self-paced learning online learning (evergreen) our website offers low-cost self-paced virtual learning, as modular courses and as shorter workshops, at low cost, to support greater access to strozzi somatics. E.embodying equity to support our commitment to sourcing from the transformative power of somatics to reckon with the wounds of systemic oppression, especially racism, patriarchy, and power-over we run an application based scholarship program for all our training classes, monthly race-based caucus spaces for staff and teachers, and integrate to our teacher training embodying power with and undoing the harm of systemic oppression. F.la (embodied leadership assessment) the ela-4 is a beta version of this, and is a unique, reliable and statistically-normed and calibrated instrument that measures embodied leadership ability. It gives users insight into their capabilities relative to peers, their leadership performance, the perception others have of them, and ways to take action immediately. The assessment and full report are completely free of charge.

Form 990, Part IX, Line 11G

Teacher coaches & speakers 195,158 0 0 other consulting 346,898 7,929 13,151 course production 79,477 0 0 total 621,533 7,929 13,151

Financial Statement Notes

Schedule D, Page 3, Part X

Accounting principles generally accepted in the united states of america provide consistent guidance for the accounting for uncertainty in income taxes recognized in the institute's financial statements and prescribe a threshold of "more likely than not" for recognition of tax positions taken or expected to be taken in a tax return. The institute performed an evaluation of uncertain tax positions for the year ended december 31, 2024, and determined that there were no matters that would require recognition in the financial statements or that may have any effect on its tax-exempt status. As of december 31, 2024, the statute of limitations for the tax year 2023 remains open with the u.s. Federal jurisdiction or the various states and local jurisdictions in which the institute files tax returns. It is the institute's policy to recognize interest and/or penalties related to uncertain tax positions, if any, in income tax expense. As of december 31, 2024, the institute had no accruals for interest and/or penalties.

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IRS990/ActivityOrMissionDesc0THE INSTITUTE WAS FOUNDED TO ADVANCE AND PROMOTE THE FIELD OF SOMATICS, AND TO DEVELOP TRANSFORMATIVE LEADERS AND ORGANIZATIONS THAT CAN MEET THE CHALLENGES OF OUR TIMES, LEAVING OUR COMMUNITIES AND WORLD MORE VITAL THAN WE FOUND IT. SOMATICS HELPS INDIVIDUALS RECONNECT WITH THE WISDOM OF THEIR BODY, HEAL THEIR CONDITIONED RESPONSES, AND TAKE ACTIONS ALIGNED WITH THEIR VALUES, EVEN WHEN UNDER PRESSURE. WE FURTHER OUR CHARITABLE AND EDUCATIONAL PURPOSES THROUGH THREE MAIN ACTIVITIES, WHICH ARE CONDUCTED YEAR-ROUND: (1) IN-PERSON SOMATIC TRAINING CLASSES FOR ORGANIZATIONAL LEADERS, SOCIAL CHANGE LEADERS, AND OTHER INDIVIDUALS; (2) AN IN-PERSON SOMATIC COACH CERTIFCATION PROGRAM; (3) VIRTUAL CLASSES AND A COMMUNITY FORUM TO PROVIDE ACCESS TO STROZZI SOMATICS TO A BROADER AUDIENCE, AND FOSTER CONNECTION AND COMMUNITY AMONG SOMATIC PRACTITIONERS. SIS IS ALSO ACTIVELY DEVELOPING A SOCIAL & ENVIRONMENTAL JUSTICE LEADERS TRAIN-THE-TRAINER PROGRAM, THAT WILL TRAIN THESE LEADERS IN STROZZI SOMAT
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IRS990/MissionDesc0THE INSTITUTE WAS FOUNDED TO ADVANCE AND PROMOTE THE FIELD OF SOMATICS, AND TO DEVELOP TRANSFORMATIVE LEADERS AND ORGANIZATIONS THAT CAN MEET THE CHALLENGES OF OUR TIMES, LEAVING OUR COMMUNITIES AND WORLD MORE VITAL THAN WE FOUND IT. SOMATICS HELPS INDIVIDUALS RECONNECT WITH THE WISDOM OF THEIR BODY, HEAL THEIR CONDITIONED RESPONSES, AND TAKE ACTIONS ALIGNED WITH THEIR VALUES, EVEN WHEN UNDER PRESSURE.
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IRS990/ProgSrvcAccomActy2Grp/Desc0VIRTUAL PROGRAMS SIS PROVIDES THE FOLLOWING VIRTUAL PROGRAMS TO EDUCATE THE PUBLIC ABOUT SOMATICS, PROVIDE FREE AND LOW-COST ACCESS TO SOMATIC TRAINING, AND TO HELP BUILD COMMUNITY AMONG OUR STUDENTS AND OTHERS INTERESTED IN LEARNING MORE ABOUT STROZZI SOMATICS. A.COMMUNITY DOJO THE COMMUNITY DOJO IS A FREE MONTHLY ONLINE 1-HOUR SESSION WITH EXPERIENCED STROZZI TEACHERS. THE ONLINE COMMUNITY DOJO FOCUSES ON THE FUNDAMENTALS OF THE SOMATIC METHOD, AND PROVIDES A WELCOMING COMMUNITY DESIGNED TO ACCOMMODATE ALL PRACTICE LEVELS. IN EACH SESSION, STROZZI TEACHERS LEAD PRACTICES AND INTRODUCE A NEW SOMATIC APPLICATION FOR PARTICIPANTS' GROWTH AND DEVELOPMENT. TO DATE, APPROXIMATELY 100 PEOPLE HAVE JOINED THESE SESSIONS EACH MONTH. WE RECORD EACH MONTHLY SESSION AND MAKE THEM AVAILABLE FOR FREE ON OUR WEBSITE. B.FREE ONLINE WEBINARS EVERY QUARTER, WE OFFER FREE ONLINE WEBINARS WITH SPECI?C TOPICS SUCH AS HOW SOMATIC PRACTICE CAN ASSIST CHANGEMAKER LEADERS TO HAVE MORE IMPACT, HARNESSING SOMATICS TO OVERCOME FEAR, AND USING SOMATICS TO NAVIGATE CHANGE AND BUILD RESILIENCE, AMONG OTHERS. WE OFFER SELECTED WEBINARS AS RECORDINGS FOR FREE ON OUR WEBSITE. C.RETURN TO CENTER: A WEEKLY PRACTICE ONLINE SUBSCRIPTION FOR GRADUATES OF OUR IN-PERSON COURSES, WE OFFER A LOW-COST SUBSCRIPTION TO A WEEKLY ONE-HOUR PRACTICE SESSION, TO SUPPORT PEOPLE IN THEIR ARC OF TRANSFORMATION. AN ADDITIONAL BIPOC-ONLY PRACTICE SESSION ONCE A MONTH IS INCLUDED. THESE SESSIONS ARE LED BY EXPERIENCED STROZZI SOMATICS TEACHERS. WE CURRENTLY HAVE 100 SUBSCRIBERS. D.SELF-PACED LEARNING ONLINE LEARNING (EVERGREEN) OUR WEBSITE OFFERS LOW-COST SELF-PACED VIRTUAL LEARNING, AS MODULAR COURSES AND AS SHORTER WORKSHOPS, AT LOW COST, TO SUPPORT GREATER ACCESS TO STROZZI SOMATICS. E.EMBODYING EQUITY TO SUPPORT OUR COMMITMENT TO SOURCING FROM THE TRANSFORMATIVE POWER OF SOMATICS TO RECKON WITH THE WOUNDS OF SYSTEMIC OPPRESSION, ESPECIALLY RACISM, PATRIARCHY, AND POWER-OVER WE RUN AN APPLICATION BASED SCHOLARSHIP PROGRAM FOR ALL OUR TRAINING CLASSES, MONTHLY RACE-BASED CAUCUS SPACES FOR STAFF AND TEACHERS, AND INTEGRATE TO OUR TEACHER TRAINING EMBODYING POWER WITH AND UNDOING THE HARM OF SYSTEMIC OPPRESSION. F.LA (EMBODIED LEADERSHIP ASSESSMENT) THE ELA-4 IS A BETA VERSION OF THIS, AND IS A UNIQUE, RELIABLE AND STATISTICALLY-NORMED AND CALIBRATED INSTRUMENT THAT MEASURES EMBODIED LEADERSHIP ABILITY. IT GIVES USERS INSIGHT INTO THEIR CAPABILITIES RELATIVE TO PEERS, THEIR LEADERSHIP PERFORMANCE, THE PERCEPTION OTHERS HAVE OF THEM, AND WAYS TO TAKE ACTION IMMEDIATELY. THE ASSESSMENT AND FULL REPORT ARE COMPLETELY FREE OF CHARGE.
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA PROVIDE CONSISTENT GUIDANCE FOR THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN THE INSTITUTE'S FINANCIAL STATEMENTS AND PRESCRIBE A THRESHOLD OF "MORE LIKELY THAN NOT" FOR RECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE INSTITUTE PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS FOR THE YEAR ENDED DECEMBER 31, 2024, AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS OR THAT MAY HAVE ANY EFFECT ON ITS TAX-EXEMPT STATUS. AS OF DECEMBER 31, 2024, THE STATUTE OF LIMITATIONS FOR THE TAX YEAR 2023 REMAINS OPEN WITH THE U.S. FEDERAL JURISDICTION OR THE VARIOUS STATES AND LOCAL JURISDICTIONS IN WHICH THE INSTITUTE FILES TAX RETURNS. IT IS THE INSTITUTE'S POLICY TO RECOGNIZE INTEREST AND/OR PENALTIES RELATED TO UNCERTAIN TAX POSITIONS, IF ANY, IN INCOME TAX EXPENSE. AS OF DECEMBER 31, 2024, THE INSTITUTE HAD NO ACCRUALS FOR INTEREST AND/OR PENALTIES.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
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IRS990ScheduleD/TotalRevenuePerForm990Amt03253158
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt03253158
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt03611880
IRS990/ScheduleJRequiredInd0false
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE INSTITUTE WAS FOUNDED TO ADVANCE AND PROMOTE THE FIELD OF SOMATICS, AND TO DEVELOP TRANSFORMATIVE LEADERS AND ORGANIZATIONS THAT CAN MEET THE CHALLENGES OF OUR TIMES, LEAVING OUR COMMUNITIES AND WORLD MORE VITAL THAN WE FOUND IT. SOMATICS HELPS INDIVIDUALS RECONNECT WITH THE WISDOM OF THEIR BODY, HEAL THEIR CONDITIONED RESPONSES, AND TAKE ACTIONS ALIGNED WITH THEIR VALUES, EVEN WHEN UNDER PRESSURE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1VOLUNTEERS REPRESENT THE BOARD OF DIRECTORS WHO SERVED DURING THE YEAR
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2IN-PERSON STROZZI SOMATICS TRAINING CLASSES SIS OFFERS IN-PERSON COURSES THAT FOLLOW A CAREFULLY DESIGNED CURRICULUM THAT BEGINS WITH THE FOUNDATIONAL "EMBODIED TRANSFORMATION" COURSE AND CONTINUES WITH ADVANCED COURSES. A.EMBODIED TRANSFORMATION THE 4-DAY, IN-PERSON EMBODIED TRANSFORMATION COURSE PROVIDES THE FOUNDATIONAL INTRODUCTION TO STROZZI SOMATICS. THIS COURSE SERVES COMMUNITY AND SOCIAL CHANGE LEADERS WHO RECOGNIZE THE NEED FOR MORE CONNECTION AND COLLABORATION AS THEY WORK TOWARDS SOCIAL AND ENVIRONMENTAL CHANGE; AND OTHERS WANTING TO BECOME MORE CENTERED AS THEY SUPPORT THEIR COMMUNITIES. WE PROJECT THAT OVER 300 INDIVIDUALS WILL COMPLETE THIS COURSE IN 2024 IN CALIFORNIA, WASHINGTON, DC, NEW YORK, AND EUROPE. B.SOMATIC BODYWORK SIS OFFERS ADVANCED COURSEWORK IN SOMATIC BODYWORK, WHICH INCORPORATES BREATH, MOVEMENT, TOUCH, ENERGY AND THE PHYSICAL BODY. THIS COURSE BUILDS OFF OF THE FOUNDATION OF EMBODIED TRANSFORMATION AND SUPPORTS THERAPEUTIC HEALING TO ENABLE PARTICIPANTS TO LEAD THEIR LIVES AND ORGANIZATIONS IN MORE IMPACTFUL WAYS. THIS COURSE IS A 5-DAY COURSE OFFERED THREE TIMES PER YEAR IN PETALUMA, CALIFORNIA. WE PROJECT THAT 50 TO 80 PEOPLE WILL COMPLETE THIS COURSE IN 2024. C.SOMATICS, TRAUMA, AND RESILIENCE SOMATICS, TRAUMA & RESILIENCE IS AN ADVANCED-LEVEL COURSE DESIGNED AND LED BY STACI K. HAINES, AUTHOR OF THE POLITICS OF TRAUMA: SOMATICS, HEALING AND SOCIAL JUSTICE. OVER FOUR DAYS, PARTICIPANTS ARE GUIDED THROUGH ADDRESSING EXISTING TRAUMAS AND PRACTICING TRANSFORMATIVE TOOLS FOR HEALING AND RESILIENCE. PARTICIPANTS ARE LED TO DEEPLY EXPLORE THE SHORT AND LONG-TERM IMPACTS OF TRAUMA ON THE MIND, BODY, EMOTIONS, AND RELATIONSHIPS, REGENERATE A SENSE OF SAFETY FROM THE INSIDE OUT. THIS COURSE ALSO TEACHES PARTICIPANTS HOW TO ASSESS THEIR OWN COMPETENCE WITH HEALING TRAUMA - TO CON?DENTLY KNOW WHEN TO ENGAGE FURTHER SUPPORT OR REFER A CLIENT OR TEAM MEMBER TO A TRAUMA SPECIALIST. THIS COURSE IS A 4-DAY COURSE OFFERED ONCE PER YEAR IN OAKLAND, CALIFORNIA. WE PROJECT THAT 30 TO 40 INDIVIDUALS WILL COMPLETE THIS COURSE IN 2024. D.EMBODIED LEADERSHIP PATHWAY THE SIS EMBODIED LEADERSHIP PATHWAY (ELP) IS AN 8-MONTH, LEADERSHIP TRANSFORMATION PROGRAM THAT BLENDS IN-PERSON AND ONLINE LEARNING, INCLUDING THREE, 4-DAY IN-PERSON WORKSHOPS, FOUR VIRTUAL GROUP COACHING SESSIONS, AND FOUR VIRTUAL LEARNING SESSIONS. ELP IS OFFERED ONCE PER YEAR IN PETALUMA, CALIFORNIA. WE ANTICIPATE THAT 20 PARTICIPANTS WILL ATTEND THIS PROGRAM IN 2024. E.STROZZI INSTITUTE SOMATIC COACH ("SISC") CERTIFICATION PROGRAM SIS CONDUCTS A SOMATIC COACH CERTI?CATION PROGRAM ("SISC"), WHICH IS ACCREDITED BY THE INTERNATIONAL COACHING FEDERATION (ICF). SISC TRAINS COACHES TO SUPPORT INDIVIDUALS TO FUL?LL THEIR COMMITMENTS MORE EFFECTIVELY, TO WORK MORE SKILLFULLY WITH OTHERS, AND TO EMBODY NEW, GENERATIVE WAYS OF BEING WITH GREATER PURPOSE AND DEEPER IMPACT. SISC CERTI?CATION CONSISTS FOUR 4-DAY IN-PERSON SESSIONS AND INCLUDES AN INTRODUCTION TO SOMATIC BODYWORK, ONE-ON-ONE MENTOR COACHING, MENTORING GROUPS, WEBINARS, AND ONLINE LEARNING. TRAINING TAKES PLACE OVER 8 MONTHS, FOLLOWED BY SIX MONTHS OF VIRTUAL COACHING AND MENTORSHIP. SISC CERTIFICATION INCLUDES MORE THAN 150 CONTACT HOURS. IN 2024, WE WILL BE HOSTING THE SISC PROGRAM IN CALIFORNIA AND IN ROME, ITALY, AND WE WILL ALSO BE LAUNCHING A WASHINGTON, DC-BASED COHORT IN JUNE 2024. WE PROJECT THAT 72 INDIVIDUALS WILL BEGIN THE PROGRAM IN 2024. F.TRAIN-THE-TRAINER/SOCIAL & ENVIRONMENTAL JUSTICE LEADERS INITIATIVE SIS WILL BE LAUNCHING A TRAIN-THE-TRAINER (TTT) PROGRAM TO SUPPORT SOCIAL AND ENVIRONMENTAL JUSTICE LEADERS WHO WISH TO LEAD GROUPS THROUGH PORTIONS OF OUR CURRICULUM IN WAYS THAT ARE TAILORED TO THE CONTEXTS AND WITH THE COMMUNITIES THAT THEY SERVE. THIS PROGRAM FACILITATES SYSTEMIC CHANGE BY TEACHING OTHERS TO TEACH SOMATIC AWARENESS, SOMATIC PRACTICES, RESILIENCE, EFFECTIVE COLLABORATION, AND HEALING TOWARDS MORE EMPATHETIC RELATIONSHIPS. THROUGH INDIVIDUAL AND GROUP SOMATIC PRA
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3VIRTUAL PROGRAMS SIS PROVIDES THE FOLLOWING VIRTUAL PROGRAMS TO EDUCATE THE PUBLIC ABOUT SOMATICS, PROVIDE FREE AND LOW-COST ACCESS TO SOMATIC TRAINING, AND TO HELP BUILD COMMUNITY AMONG OUR STUDENTS AND OTHERS INTERESTED IN LEARNING MORE ABOUT STROZZI SOMATICS. A.COMMUNITY DOJO THE COMMUNITY DOJO IS A FREE MONTHLY ONLINE 1-HOUR SESSION WITH EXPERIENCED STROZZI TEACHERS. THE ONLINE COMMUNITY DOJO FOCUSES ON THE FUNDAMENTALS OF THE SOMATIC METHOD, AND PROVIDES A WELCOMING COMMUNITY DESIGNED TO ACCOMMODATE ALL PRACTICE LEVELS. IN EACH SESSION, STROZZI TEACHERS LEAD PRACTICES AND INTRODUCE A NEW SOMATIC APPLICATION FOR PARTICIPANTS' GROWTH AND DEVELOPMENT. TO DATE, APPROXIMATELY 100 PEOPLE HAVE JOINED THESE SESSIONS EACH MONTH. WE RECORD EACH MONTHLY SESSION AND MAKE THEM AVAILABLE FOR FREE ON OUR WEBSITE. B.FREE ONLINE WEBINARS EVERY QUARTER, WE OFFER FREE ONLINE WEBINARS WITH SPECI?C TOPICS SUCH AS HOW SOMATIC PRACTICE CAN ASSIST CHANGEMAKER LEADERS TO HAVE MORE IMPACT, HARNESSING SOMATICS TO OVERCOME FEAR, AND USING SOMATICS TO NAVIGATE CHANGE AND BUILD RESILIENCE, AMONG OTHERS. WE OFFER SELECTED WEBINARS AS RECORDINGS FOR FREE ON OUR WEBSITE. C.RETURN TO CENTER: A WEEKLY PRACTICE ONLINE SUBSCRIPTION FOR GRADUATES OF OUR IN-PERSON COURSES, WE OFFER A LOW-COST SUBSCRIPTION TO A WEEKLY ONE-HOUR PRACTICE SESSION, TO SUPPORT PEOPLE IN THEIR ARC OF TRANSFORMATION. AN ADDITIONAL BIPOC-ONLY PRACTICE SESSION ONCE A MONTH IS INCLUDED. THESE SESSIONS ARE LED BY EXPERIENCED STROZZI SOMATICS TEACHERS. WE CURRENTLY HAVE 100 SUBSCRIBERS. D.SELF-PACED LEARNING ONLINE LEARNING (EVERGREEN) OUR WEBSITE OFFERS LOW-COST SELF-PACED VIRTUAL LEARNING, AS MODULAR COURSES AND AS SHORTER WORKSHOPS, AT LOW COST, TO SUPPORT GREATER ACCESS TO STROZZI SOMATICS. E.EMBODYING EQUITY TO SUPPORT OUR COMMITMENT TO SOURCING FROM THE TRANSFORMATIVE POWER OF SOMATICS TO RECKON WITH THE WOUNDS OF SYSTEMIC OPPRESSION, ESPECIALLY RACISM, PATRIARCHY, AND POWER-OVER WE RUN AN APPLICATION BASED SCHOLARSHIP PROGRAM FOR ALL OUR TRAINING CLASSES, MONTHLY RACE-BASED CAUCUS SPACES FOR STAFF AND TEACHERS, AND INTEGRATE TO OUR TEACHER TRAINING EMBODYING POWER WITH AND UNDOING THE HARM OF SYSTEMIC OPPRESSION. F.LA (EMBODIED LEADERSHIP ASSESSMENT) THE ELA-4 IS A BETA VERSION OF THIS, AND IS A UNIQUE, RELIABLE AND STATISTICALLY-NORMED AND CALIBRATED INSTRUMENT THAT MEASURES EMBODIED LEADERSHIP ABILITY. IT GIVES USERS INSIGHT INTO THEIR CAPABILITIES RELATIVE TO PEERS, THEIR LEADERSHIP PERFORMANCE, THE PERCEPTION OTHERS HAVE OF THEM, AND WAYS TO TAKE ACTION IMMEDIATELY. THE ASSESSMENT AND FULL REPORT ARE COMPLETELY FREE OF CHARGE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ONCE THE 990 TAX RETURN IS COMPLETED BY THE PROFESSIONAL TAX PREPARER, IT IS FORWARDED TO THE OPERATIONS DIRECTOR AND THE OUTSOURCED ACCOUNTANT OF THE ORGANIZATION FOR THEIR REVIEW. ALL QUESTIONS ARE THEN POSED TO THE PREPARER AND ONCE THESE QUESTIONS ARE ANSWERED, THE 990 TAX RETURN IS THEN FORWARDED TO THE EXECUTIVE DIRECTOR FOR HER REVIEW. ONCE THE EXECUTIVE DIRECTOR IS SATISFIED WITH THE CONTENTS OF THE 990 TAX RETURN, IT IS FORWARDED TO THE BOARD MEMBERS FOR THEIR REVIEW. THE BOARD IS PROVIDED A PERIOD OF TIME TO ASK QUESTIONS THAT THEY MAY HAVE. AFTER ALL QUESTIONS, IF ANY ARE ANSWERED, THE BOARD PROVIDES APPROVAL TO THE EXECUTIVE DIRECTOR TO EXECUTE THE 990 TAX RETURN AND TO FILE IT WITH THE INTERNAL REVENUE SERVICE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ANNUALLY THE MEMBERS BOARD ADDRESSES CONFLICT OF INTEREST. THEY ARE REQUIRED TO DISCLOSE WHETHER THEY ARE AWARE OF ANY SITUATIONS THAT COULD GIVE RISE TO A CONFLICT OF INTEREST. IN THE EVENT THERE IS A CONFLICT OF INTEREST DURING THE YEAR, THE BOARD MEMBER IS REQUIRED TO RECUSE THEMSELVES FROM THE DISCUSSION AND VOTE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE COMPENSATION OF THE EXECUTIVE DIRECTOR IS REVIEWED ANNUALLY BY THE BOARD OF DIRECTORS TO ENSURE REASONABLE COMPENSATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7THE 990 TAX RETURN IS AVAILABLE UPON REQUEST FROM THE ORGANIZATION AND IT IS ALSO AVAILABLE ON GUIDE STAR
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8GOVERNING DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9TEACHER COACHES & SPEAKERS 195,158 0 0 OTHER CONSULTING 346,898 7,929 13,151 COURSE PRODUCTION 79,477 0 0 TOTAL 621,533 7,929 13,151
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 1, PART I, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 2, PART III, LINE 4A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 2, PART III, LINE 4B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PAGE 6, PART VI, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9FORM 990, PART IX, LINE 11G
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