2024-08-14T13:48:14-05:00 2023-09-30 954557617 Harrington Group CPAs LLP 2698 Mataro Street Pasadena CA 91107 990 2022-10-01 943282858 Prevention Institute PREV 5104447738 221 Oak Street Oakland CA 94607 Dana Serleth COO 5104447738 2024-08-14 1 1 Oswaldo D Torres CPA P02465082 6264036801 2022 2024-08-08 14:25:15Z Rachel Davis 221 Oak Street Oakland CA 94607 6980331 0 X www.preventioninstitute.org X 1997 CA Through a health equity and racial justice lens, we partner with communities, local government entities, foundations, multiple sectors, and public health agencies to bring cutting-edge research, practice, strategy, and analysis to advance equitable health, safety, and wellbeing. We apply our approach to healthy equitable communities, land use, safety, systems of prevention and health equity, equitable recovery from the Covid pandemic, substance misuse prevention, and mental health and wellbeing, among other issues. 11 10 45 13 0 0 8887572 4996393 1448988 1772673 169706 205579 17757 5686 10524023 6980331 0 0 0 0 4276992 4680633 0 0 90449 1581486 2019482 5858478 6700115 4665545 280216 17045393 17199239 2157820 1748933 14887573 15450306 X Prevention Institute's mission is to build prevention and equity into key policies and practices to ensure that the places where all people live, work, play and learn foster health and safety, including mental health and well-being. 0 0 2609158 Community-centered Practice: Our vision is that all people experience their full potential for health, safety, and wellbeing across the life course through thriving, equitable communities. Communities have deep knowledge, assets, intuition, culture, and skills and those closest to the problem have the solutions. That's why we partner with communities in support of community-driven change. We work with individual communities as well as local, regional, statewide, and national learning communities. We hold up the community-driven solutions, and they inform actions across all our work. Accomplishments include facilitating a national learning community of partners advancing park equity; supporting community-led collaboratives promoting mental health and wellbeing; centering community power and healing to prevent domestic violence and advance health equity in communities; and launching an initiative focused on sustaining BIPOC leaders at the intersection of social justice and systems change. 1073390 297261 Momentum Building: We focus on strengthening a prevention and health equity ecosystem while shifting fields, norms, and narratives in support of enduring change. To achieve this, we engage in field building; advocacy and policy change; narrative change work; bridge building across sectors, issues, and movements; and partnership, ecosystem, and network development. Across these activities, our approach emphasizes equity and racial justice, community-level transformation, and upstream prevention. Accomplishments include: exploring and strengthening the connections between public health practice and social justice movements through a timeline of resistance; working with philanthropy to spur transformation and accelerate health equity; co-hosting Young Minds Matter, a conference focused on Transforming Our Communities Collectively; advancing field building and narrative change to elevate park and land use equity; building momentum for upstream prevention in health systems and the frontline workforce; and elevating community voice in framing for public health approaches to community safety. 907432 706829 Knowledge and Skill Development: We strengthen practitioner capacity to achieve equitable health, safety, and wellbeing. Our approach emphasizes knowledge and skills in advancing equity and racial justice, community-level transformation, and upstream prevention. We provide training and technical assistance; develop tools, frameworks, and guidance documents; and produce and disseminate case studies and other information that emerges in our projects. We focus on practitioners across multiple sectors including state and local health departments, public health professionals, community-based organizations, and practitioners in land use and the built environment, mental and behavioral health, violence prevention, and other governmental sectors. Accomplishments include accelerating implementation of equity approaches in a public health ecosystem; partnering with CDC on a resource to advance the implementation of equitable transportation and land use policies; developing online community safety modules for CDC grantees and partners to integrate health equity and racial justice into practices and programming; strengthening capacity to advance upstream approaches to the opioid epidemic and rehabilitation; elevating upstream strategies to advance safety through trainings and webinars; and publishing a book chapter on inclusive community engagement. 633500 768582 Systems & Policy Transformation: Our mission is to build prevention and health equity into key federal, state, local, and organizational policies, practices and actions to ensure that the places where all people live, work, play and learn foster health, safety, and wellbeing. An essential element of achieving this is our focus on changing systems and policies to produce equitable health, safety, and wellbeing. Across our systems and policy change work, we emphasize advancing equity and racial justice, community-level transformation, and upstream prevention. Accomplishments include advocating for policies and supporting activities that advance health equity and racial justice in California; partnering with CDC to develop a toolkit of Health Equity Indicators; launching a statewide partnership to explore long-term, durable funding for prevention and health equity; nurturing policy partnerships to emphasize the intersections between public health and racial justice; strengthening state and federal policies for equitable and upstream approaches to mental health; and providing strategic planning to local governmental agencies leading systems change efforts. 633500 768582 5223480 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 98 0 1 45 1 0 0 0 0 0 0 0 0 0 0 0 0 X 11 10 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X Dana Serleth 5104447738 221 Oak Street Oakland CA 94607 Kalahn Taylor-Clark President (end 4/23) 1.00 X X 0 0 0 Howard Pinderhughes Vice President 1.00 X X 0 0 0 Kitty Hsu Dana Treasurer/President (trans. 4/23) 1.00 X X 0 0 0 Sharon M Burney Board Member (end 12/22) 1.00 X 0 0 0 Sean Haley PhD Board Member (start 11/22) 1.00 X 0 0 0 Barbara Krimgold Board Member (end 8/23) 1.00 X 0 0 0 Jason Lacsamana Board Member 1.00 X 0 0 0 Mariko Lockhart Board Member 1.00 X 0 0 0 Reggie Moore Board Member 1.00 X 0 0 0 Emma Sanchez-Vaznaugh Board Member 1.00 X 0 0 0 Katie Sellers Board Member (start 11/22) 1.00 X 0 0 0 Lisa Cacari Stone Board Member 1.00 X 0 0 0 Natoya J Walker-Minor Board Member 1.00 X 0 0 0 Rachel A Davis Executive Director 40.00 X X 250771 0 35427 Manal Aboelata Deputy Exec. Dir. (end 2/23) 40.00 X 176699 0 41002 Dana Serleth Chief Operating Officer 40.00 X 166508 0 41226 Sheila Savannah Managing Director 40.00 X 177866 0 38322 Sana Chehimi Director of Policy and Advocacy 40.00 X 151986 0 20023 Lisa Parks Associate Program Director 40.00 X 127676 0 18325 Ruben Cantu Associate Program Director 40.00 X 115947 0 21830 Dana Fields-Johnson Associate Program Director 40.00 X 129455 0 46430 Katie Miller Associate Program Director 40.00 X 101304 0 11422 1398212 0 274007 9 0 1 0 Parachute 2010 Crow Canyon Place Suite 260 San Ramon CA 94583 IT 140633 Spitfire Strategies 2300 N Street NW Suite 610 Washington DC 20037 Strategic communications 128484 Public Health Institute 555 12th Street Suite 600 Oakland CA 94607 Public health initiatives 105000 3 769901 4226492 4996393 Program fees 900099 1772673 1772673 1772673 205579 205579 Other income 900099 5686 5686 5686 6980331 1772673 0 211265 X 837169 664903 157508 14758 2818888 2184382 585613 48893 220512 153287 63750 3475 534763 374263 151982 8518 269301 210155 54505 4641 3960 3960 113667 113667 17795 17795 934907 913056 21617 234 63632 60916 1256 1460 133633 104457 26891 2285 120340 91774 26456 2110 127288 89067 38221 206285 196196 10089 49936 37959 11126 851 187985 129437 55651 2897 11951 11951 Other expenses 27027 27027 Dues & subscriptions 21076 13628 7121 327 6700115 5223480 1386186 90449 7524794 2662002 1640345 5808029 140538 484295 169876 452779 331390 319879 96375 110851 6126387 2393127 3890376 3733260 3249599 3608115 2100 20029 17045393 17199239 467071 498852 1084509 1044484 606240 205597 2157820 1748933 X 12351319 13249228 2536254 2201078 14887573 15450306 17045393 17199239 280216 282517 0 X 0 1 X 1 1 1 X 2887229 4189467 7024511 8887572 4996393 27985172 2887229 4189467 7024511 8887572 4996393 27985172 9070244 18914928 139644 200465 156450 232586 205579 934724 31090 10016 3931 1737 5686 52460 28972356 4005463 0.65290 0.61470 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7503 5593 13096 6687019 6700115 485006 121252 0 0 415913 442544 442924 485006 1786387 2679581 5293 8044 6212 13096 32645 103978 110636 110731 121252 446597 669896 865 1041 283 7503 9692 1978859 1978859 4006726 2311976 1694750 138802 81151 57651 2000 2000 3733260 Partner payables 187500 Lease liabilities - operating leases 18097 205597 X 7245053 282517 282517 6962536 17795 17795 6980331 6682320 0 6682320 17795 17795 6700115 Part X, Line 2: Prevention Institute is exempt from taxation under Internal Revenue Code Section 501(c)(3) and California Revenue and Taxation Code Section 23701d. Generally accepted accounting principles provide accounting and disclosure guidance about positions taken by an organization in its tax returns that might be uncertain. Management has considered its tax positions and believes that all of the positions taken by Prevention Institute in its federal and state exempt organization tax returns are more likely than not to be sustained upon examination. Prevention Institute's returns are subject to examination by federal and state taxing authorities, generally for three and four years, respectively, after they are filed. X X 0 0 0 0 0 0 0 0 0 Rachel A Davis Executive Director 250771 0 0 0 0 0 18061 0 17366 0 286198 0 0 0 Manal Aboelata Deputy Exec. Dir. (end 2/23) 176699 0 0 0 0 0 12994 0 28008 0 217701 0 0 0 Sheila Savannah Managing Director 177866 0 0 0 0 0 12451 0 25871 0 216188 0 0 0 Dana Serleth Chief Operating Officer 166508 0 0 0 0 0 12209 0 29017 0 207734 0 0 0 Dana Fields-Johnson Associate Program Director 129455 0 0 0 0 0 9180 0 37250 0 175885 0 0 0 Sana Chehimi Director of Policy and Advocacy 151986 0 0 0 0 0 10104 0 9919 0 172009 0 0 0 Form 990, Part VI, Section B, line 11b A final copy of the Form 990 is provided electronically to all of the members of the Board of Directors prior to filing with the IRS. The 990 was prepared with the help of our auditing firm and reviewed, in detail, by the Finance Manager and the COO. Form 990, Part VI, Section B, line 12c Board members are asked to review and re-sign the COI policy every year. Conflicts are disclosed/discussed at the time of the annual review, and board members are reminded to disclose any conflict that arises during the year. Form 990, Part VI, Section B, line 15 The Board of Directors is responsible for periodically reviewing and establishing wages for the Executive Director. The organization periodically conducts wage surveys with similar non-profit organizations to ensure that wages stay in line with industry standards, in addition to consulting available published wage surveys. Form 990, Part VI, Line 15b - Compensation Review & Approval Process - Officers & Key Employees: The organization periodically conducts wage surveys with similar non-profit organizations to ensure that wages stay in line with industry standards, in addition to consulting available published wage surveys. Form 990, Part VI, Section C, line 19 These forms are uploaded to Guidestar and to the State of California Registry of Charitable Trusts. All other governing documents are available upon request. Form 990, Part IX, line 11g Consulting: Program service expenses 872,231. Total expenses 872,231. Fees for service: Program service expenses 40,825. Management and general expenses 21,617. Fundraising expenses 234. Total expenses 62,676.