2025-02-10T11:06:04-06:00 2023-12-31 680037990 GILBERT CPAS 2880 GATEWAY OAKS DR STE 100 SACRAMENTO CA 95833 990 2023-01-01 814361691 STEINBERG INSTITUTE STEI 9165534167 1121 L STREET 300 SACRAMENTO CA 95814 KAREN LARSEN CEO 9165534167 2025-02-06 1 1 AMANDA H WILLIAMS P01281212 9166466464 2025-02-06 2023 2025-03-06 01:10:19Z X KAREN LARSEN 1121 L STREET 300 SACRAMENTO CA 95814 3406726 0 X WWW.STEINBERGINSTITUTE.ORG X 2017 CA THE STEINBERG INSTITUTE'S MISSION IS TO TRANSFORM CALIFORNIA'S MENTAL HEALTH AND SUBSTANCE USE CARE SYSTEMS THROUGH EDUCATION, ADVOCACY, ACCOUNTABILITY AND INSPIRED LEADERSHIP. 12 12 8 12 0 0 578160 3402039 0 0 915 4687 0 0 579075 3406726 0 0 0 0 1132769 1179940 21866 10693 10693 371980 541765 1526615 1732398 -947540 1674328 760738 2375329 260574 200837 500164 2174492 OUR MISSION: TRANSFORMING CALIFORNIA'S MENTAL HEALTH AND SUBSTANCE USE CARE SYSTEMS THROUGH EDUCATION, ADVOCACY, ACCOUNTABILITY, AND INSPIRED LEADERSHIP. 0 0 1272373 SINCE OUR FOUNDING IN 2015, THE INSTITUTE HAS HELPED ENACT SWEEPING IMPROVEMENTS IN CALIFORNIA MENTAL HEALTH POLICY, INCLUDING SECURING SIGNIFICANT FUNDING TO PROVIDE PERMANENT SUPPORTIVE HOUSING AND CARE FOR INDIVIDUALS LIVING WITH MENTAL HEALTH AND SUBSTANCE USE CONDITIONS WHO ARE EXPERIENCING HOMELESSNESS, PEER CERTIFICATION, PARITY IN INSURANCE COVERAGE FOR BEHAVIORAL HEALTH CONDITIONS THAT IS COMMENSURATE WITH PHYSICAL HEALTH COVERAGE, AND THE LAUNCHING OF 988. OUR VISION IS THAT CALIFORNIA SETS THE STANDARDS FOR THE NATION IN PREVENTION, TREATMENT, AND RECOVERY, WHERE ALL PEOPLE RECEIVE QUALITY CARE AND SUPPORT WHEN, WHERE, AND FOR AS LONG AS THEY NEED IT. 1272373 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 14 0 1 8 1 0 0 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 1 0 0 CA X ACCOUNTANT 9165534167 1121 L STREET SUITE 300 SACRAMENTO CA 95814 DARRELL STEINBERG FOUNDER 3.00 X X 0 0 0 TINA THOMAS CHAIR 2.00 X X 0 0 0 ANNA BAKAR SECRETARY 1.00 X X 0 0 0 AZIZZA DAVIS GOINES VICE CHAIR 1.00 X X 0 0 0 STEPHANIE GRAVES TREASURER 1.00 X X 0 0 0 KEN ZIMMERMAN DIRECTOR 1.00 X 0 0 0 DAVID BEIER DIRECTOR 1.00 X 0 0 0 TOM INSEL DIRECTOR 1.00 X 0 0 0 KERI THOMAS DIRECTOR 1.00 X 0 0 0 JOHN BOYD DIRECTOR 1.00 X 0 0 0 STEVE FIELDS DIRECTOR 1.00 X 0 0 0 RICH LIEB DIRECTOR 1.00 X 0 0 0 JUAN ACOSTA DIRECTOR 1.00 X 0 0 0 KAREN LARSEN CHIEF EXECUTIVE OFFICER 40.00 X 255000 0 18728 MARGARET MERRITT CHIEF OPERATING OFFICER 40.00 X 175677 0 21999 JASON W SHOULTZ DIRECTOR OF STRATEGIC PARTNERSHIPS 40.00 X 144400 0 19571 TARA GAMBOA-EASTMAN DIRECTOR OF GOVERNMENT AFFAIRS 40.00 X 134900 0 11575 COREY HASHIDA SENIOR RESEARCH ASSOCIATE 40.00 X 118750 0 8607 828727 0 80480 5 0 1 0 OCONNELL RESEARCH INC 1600 DWIGHT WAY BERKELEY CA 94703 RESEARCH SUPPORT 132439 1 3402039 3600 3402039 4687 4687 3406726 0 0 4687 471404 401447 69957 533979 454736 79243 60347 51391 8956 43220 36806 6414 70990 60455 10535 7819 7819 39816 23870 15946 12000 12000 10693 10693 57653 39252 18401 33352 9028 24324 17574 1354 16220 3315 650 2665 120991 15000 105991 7701 3167 4534 5548 5548 748 748 13949 3456 10493 SPECIAL PROJECTS PROGRA 159973 159973 DUES AND SUBSCRIPTIONS 28942 28942 MISCELLANEOUS 18734 18734 INTERNSHIP 9000 9000 4650 2788 1862 1732398 1272373 449332 10693 90797 827116 398510 415228 1013472 66667 30450 26541 23105 6624 6402 970 222 177253 65736 760738 2375329 81308 133261 179266 67576 260574 200837 X 500164 435559 1738933 500164 2174492 760738 2375329 1674328 0 X X 0 1 X 1 0 X 1024424 598061 584365 578160 3402039 6187049 1024424 598061 584365 578160 3402039 6187049 351984 5835065 6091 1540 100 915 4687 13333 6200382 0.94110 0.81090 X SCHEDULE A, PART VI, LIST OF UNUSUAL GRANTS: DESCRIPTION: CHARITABLE GRANT DATE: 12/31/20 AMOUNT: 1500000. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6703 113008 119711 1611940 1731651 236583 59146 0 0 148600 188373 226265 236583 799821 1199732 86460 164252 74109 119711 444532 37150 47093 56566 59146 199955 299933 39855 45947 3854 6703 96359 6624 6402 222 222 OPERATING LEASE LIABILITY 67576 67576 X 3421726 15000 15000 3406726 0 3406726 1747398 15000 15000 1732398 0 1732398 PART X, LINE 2: THE INSTITUTE HAS APPLIED THE ACCOUNTING PRINCIPLES RELATED TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES AND HAS DETERMINED THAT THERE IS NO MATERIAL IMPACT ON THE FINANCIAL STATEMENTS. 1 MELISSA FONDAKOWKSI 1121 L STREET 300 SACRAMENTO CA 95814 FUNDRAISING CONSULTANT 0 0 10693 -10693 10693 -10693 CA X X X 0 0 0 0 0 0 0 0 0 KAREN LARSEN CHIEF EXECUTIVE OFFICER 250000 0 5000 0 0 0 4667 0 14061 0 273728 0 0 0 MARGARET MERRITT CHIEF OPERATING OFFICER 170677 0 5000 0 0 0 7027 0 14972 0 197676 0 0 0 JASON W SHOULTZ DIRECTOR OF STRATEGIC PARTNERSHIPS 139400 0 5000 0 0 0 3806 0 15765 0 163971 0 0 0 FORM 990, PAGE 1, ITEM B AMENDED RETURN EXPLANATION: FORM 990 IS BEING AMENDED TO CORRECT AND PROPERLY REPORT THE OFFICERS AND HIGHLY COMPENSATED INDIVIDUALS COMPENSATION. THE ORIGINAL RETURN INADVERTANTLY DID NOT MATCH TOTAL W-2 COMPENSATION AND THE RETURN IS BEING AMENDED TO CORRECT THIS. FORM 990, PART VII, SECTION A, LINE 1A HAS BEEN CHANGED TO REPORT THE CORRECT COMPENSATION IN COLUMN (D). FORM 990, PART IX, STATEMENT OF FUNCTIONAL EXPENSES HAS BEEN CORRECTED ON LINE 5 OFFICER COMPENSATION HAS BEEN CORRECTED TO CORRECT THIS COMPENSATION, AS WELL AS LINE 7 OTHER SALARIES AND WAGES. FORM 990, SCHEDULE J, PART II, COLUMN (B)(I) HAS BEEN CORRECTED FOR THIS CORRECTION OF COMPENSATION AS WELL. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE CEO, CFO AND LEGAL COUNSEL PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C DIRECTORS ARE REQUIRED TO NOTIFY THE BOARD OF ANY POSSIBLE CONFLICT AT THE BEGINNING OF EACH YEAR. FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION FOR MANAGEMENT IS VOTED ON BY THE BOARD OF DIRECTORS. THE BOARD TAKES INTO ACCOUNT THE PAY OF OTHER EXECUTIVES OF SIMILARLY SIZED NON PROFITS AS WELL AS THE PERFORMANCE OF THE EXECUTIVE. THIS PROCESS WAS LAST UNDERTAKEN IN 2022. FORM 990, PART VI, SECTION C, LINE 19 THE BOARD MAKES ITS GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST AND APPROVAL OF THE BOARD. FORM 990, PART XII, LINE 2C: THIS IS THE FIRST YEAR STEINBERG INSTITUTE'S FINANCIAL STATEMENTS WERE AUDITED BY AN INDEPENDENT ACCOUNTANT.