2025-08-13T14:24:30-05:00 2024-09-30 954557617 Harrington Group CPAs LLP 2698 Mataro Street Pasadena CA 91107 990 2023-10-01 943282858 Prevention Institute PREV 5104447738 221 Oak Street Oakland CA 94607 Dana Serleth COO 5104447738 2025-08-13 1 1 Oswaldo D Torres CPA P02465082 6264036801 2023 2025-03-06 01:10:19Z Rachel Davis 221 Oak Street Oakland CA 94607 14860463 0 X www.preventioninstitute.org X 1997 CA We foster health, safety, and wellbeing for all by advancing prevention and health equity. 11 10 45 10 0 0 4996393 13314750 1772673 1103819 205579 438823 5686 3071 6980331 14860463 0 0 0 0 4680633 5026572 0 0 85045 2019482 6180511 6700115 11207083 280216 3653380 17199239 22473769 1748933 2688836 15450306 19784933 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, safety, and well-being. 0 0 4844340 521000 Community-centered Practice: Partnering with communities in support of community-driven change. Working with community collaboratives and networks, we coordinate communities of practice and learning communities; facilitate peer learning; provide coaching and mentoring; support community engagement, planning, and community collaborative capacity building; build power with communities; and manage grants to participating community collaboratives at the local, regional, state and national levels. Applying this strategy, we work to achieve community-defined solutions; community-level change across the sociocultural, physical and built, and educational and economic environments; shifts in power to communities; shifts to upstream prevention efforts; and expanded community engagement. 2862328 312294 Practitioner Knowledge and Skill Development: Strengthening practitioner capacity to achieve equitable health, safety, and wellbeing. Working with practitioners across multiple sectors, we provide training and technical assistance; develop actionable tools, guidance documents, and case studies; engage in framework development; and widely share learnings and outcomes from community-centered action. Applying this strategy, we work to achieve applied knowledge and skills; the ability to operationalize equity objectives; a sustainable and sustained workforce; the capacity to work upstream and at the population level; the capacity to partner, collaborate, and engage with community collaboratives; sustainable stewardship to advance prevention and health equity; effective multisector engagement and collaboration; and community-centered approaches. 1450748 259299 Policy & Systems Transformation: Changing policies and systems to produce equitable health, safety, and wellbeing. Working with policymakers, payers, system influencers, and advocacy partners, we champion local, statewide, and federal policy and systems change rooted in a positive vision and hope for the future; partner to advance the interconnected priorities across public health, health equity, and racial justice; and harness community-centered practice and learnings. Applying this strategy, we work to achieve systems of prevention, health equity, and racial justice; the integration of contextual and experiential evidence; the embedding of equity within systems; expanded definitions of a community health workforce; systems that further equity and resilience; investments in upstream community-level prevention; and political will. 163601 11226 Momentum Building: Strengthening a prevention and health equity ecosystem while shifting fields, norms, and narratives. Working across fields and with philanthropy and societal influencers, we engage in field building; advocacy and policy change; narrative change; bridge building across sectors and issues; partnership development; ecosystem development; and network development. Applying this strategy, we work to achieve norms that are rooted in connection, dignity, and interdependence; field shifts (e.g., language, funding, partners); asset-driven narratives and narrative power; equitable policies rooted in community-driven approaches; maintained advocacy gains with minimal losses; diverse, strong partnerships; and an ecosystem advancing prevention, health equity, and racial justice. 163601 11226 9321017 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 1 0 0 0 0 0 0 0 0 0 1 49 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 Kitty Hsu Dana President 1.00 X X 0 0 0 Emma Sanchez-Vaznaugh Vice Chair 1.00 X X 0 0 0 Mariko Lockhart Treasurer 1.00 X X 0 0 0 Sean Haley PhD Board Member 1.00 X 0 0 0 Jason Lacsamana Board Member 1.00 X 0 0 0 Reggie Moore Board Member 1.00 X 0 0 0 Howard Pinderhughes Board Member 1.00 X 0 0 0 Katie Sellers Board Member 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 254968 0 39581 Dana Serleth Chief Operating Officer 40.00 X 177293 0 40605 Sheila Savannah Managing Director 32.00 X 150169 0 37840 Sana Chehimi Director of Policy and Advocacy 40.00 X 158479 0 21907 Lisa Parks Associate Program Director 40.00 X 130863 0 20236 Ruben Cantu Director 40.00 X 128219 0 25642 Dana Fields-Johnson Director 40.00 X 126859 0 53045 Ben Graff Finance Director 40.00 X 139909 0 29766 1266759 0 268622 12 0 1 0 National Compadres Network 1550 The Alameda Suite 320 San Jose CA 95126 Capacity building and technical assistan 248000 Cities United PO Box 889385 Los Angeles CA 900889385 Capacity building and technical assistan 248000 We-Collab LLC 7331 W Hearthstone Green Dr Houston TX 77034 Capacity building and technical assistan 240000 Yanonis Enterprises 2424 Gundry Ave Signal Hill CA 90755 Restoration and repair services for wate 188266 ChangeLab Solutions 2201 Broadway Suite 701 Oakland CA 94612 Capacity building and technical assistan 175000 14 2765437 10549313 13314750 Program fees 900099 1103819 1103819 1103819 438823 438823 Other income 900099 3071 3071 3071 14860463 1103819 0 441894 X 762044 386504 324006 51534 3168454 2392345 765344 10765 296788 216280 78640 1868 510053 375644 130956 3453 289233 205580 79531 4122 990 990 73705 73705 19987 19987 5072931 5017091 53898 1942 160562 99122 59621 1819 209382 160525 45456 3401 93051 61843 30062 1146 200461 156165 44207 89 51595 36812 14045 738 195519 138714 54024 2781 34801 8979 25642 180 Other expenses 48815 52382 -4534 967 Dues & subscriptions 18712 13031 5441 240 11207083 9321017 1801021 85045 2662002 3209448 5808029 4812473 484295 5895646 452779 22975 319879 307810 110851 132161 6269308 2587546 3733260 3681762 3608115 4408913 20029 2581 17199239 22473769 498852 618897 1044484 957958 205597 1111981 1748933 2688836 X 13249228 12011901 2201078 7773032 15450306 19784933 17199239 22473769 3653380 681247 0 X 0 1 X 1 1 1 X 4189467 7024511 8887572 4996393 13314750 38412693 4189467 7024511 8887572 4996393 13314750 38412693 12016786 26395907 200465 156450 232586 205579 438823 1233903 10016 3931 1737 5686 3071 24441 39671037 5109282 0.66540 0.65290 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 659 2109 2768 11204315 11207083 710354 177589 0 0 442544 442924 485006 710354 2080828 3121242 8044 6212 13096 2768 30120 110636 110731 121252 177589 520208 780312 1041 283 7503 659 9486 1978859 1978859 4100839 2473623 1627216 187610 113923 73687 2000 2000 3681762 Partner payables 1111500 Lease liabilities - operating leases 481 1111981 X 15521723 681247 681247 14840476 19987 19987 14860463 11187096 0 11187096 19987 19987 11207083 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 1 0 Rachel A Davis Executive Director 253968 0 1000 0 0 0 18314 0 21267 0 294549 0 0 0 Dana Serleth Chief Operating Officer 176293 0 1000 0 0 0 12917 0 27688 0 217898 0 0 0 Sheila Savannah Managing Director 149169 0 1000 0 0 0 10875 0 26965 0 188009 0 0 0 Sana Chehimi Director of Policy and Advocacy 157479 0 1000 0 0 0 10509 0 11398 0 180386 0 0 0 Dana Fields-Johnson Director 125859 0 1000 0 0 0 9675 0 43370 0 179904 0 0 0 Ben Graff Finance Director 138909 0 1000 0 0 0 10107 0 19659 0 169675 0 0 0 Ruben Cantu Director 127219 0 1000 0 0 0 9262 0 16380 0 153861 0 0 0 Lisa Parks Associate Program Director 129863 0 1000 0 0 0 9160 0 11076 0 151099 0 0 0 Part I, Line 7 Staff employed at least three months receive a pro-rated bonus. Staff employed over six months receive a full bonus. Frontline LLC Company owned by Board Member, Reggie Moore 105000 Independent contractor arrangement 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 4,919,697. Total expenses 4,919,697. Fees for service: Program service expenses 97,394. Management and general expenses 53,898. Fundraising expenses 1,942. Total expenses 153,234.