INSTITUTE FOR LOCAL SELF RELIANCE

EIN: 237394104 501(c)(3) Community Improvement

WASHINGTON, DC

Total Revenue
$8,192,195
Total Expenses
$6,645,407
Total Assets
$8,383,081
Net Assets
$7,317,059
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1974
Legal Domicile
DC
Principal Officer
JOHN FARRELL
Phone
2028981610
Tax Period
2023-07-01 to 2024-06-30

INSTITUTE FOR LOCAL SELF RELIANCE, founded in 1974, is a community nonprofit in the Community Improvement sector that reported $8.2M in total revenue in fiscal year 2023. Revenue surged 102% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.5M, a strong 19% operating margin.

Mission

TO PROVIDE THE CONCEPTUAL FRAMEWORK, STRATEGIES, AND INFORMATION TO AID THE CREATION OF ECOLOGICALLY-SOUND AND EQUITABLE COMMUNITIES. TO THAT END, ILSR WORKS WITH CITIZENS, ACTIVISTS, POLICYMAKERS, AND ENTREPRENEURS TO DESIGN SYSTEMS, POLICIES, AND INDUSTRIES THAT MEET LOCAL OR REGIONAL NEEDS; TO MAXIMIZE LOCAL HUMAN, MATERIAL, NATURAL, AND FINANCIAL RESOURCES; AND TO ENSURE THAT THE BENEFITS OF THESE SYSTEMS AND RESOURCES ACCRUE TO ALL LOCAL CITIZENS.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $7,405,279
Program Service Revenue $559,704
Investment Income $224,079
Other Revenue $3,133
TOTAL REVENUE $8,192,195

Expense Breakdown

Grants Paid $1,653,720
Salaries & Benefits $3,497,436
Fundraising Expenses $200,292
Program Expenses $6,086,894
Other Expenses $1,494,251
TOTAL EXPENSES $6,645,407

Year-over-Year Comparison

2023 2022 Change
Revenue $8,192,195 $4,057,441 +1.0%
Expenses $6,645,407 $5,311,961 +0.3%
Net Income $1,546,788 $-1,254,520 -2.2%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
9
Independent Members
8
Employees
38
Volunteers
7

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
4
$323,923
Total Directors
9
$41,980
Key Employees
0
$0
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
KIRK MARCKWALD CHAIR - OUTG 1.00
Officer Director
$0 $0 $0
ANDY REICHER SECRETARY/TR 1.00
Officer Director
$0 $0 $0
NORA GOLDSTEIN BOARD MEMBER 1.00
Director
$0 $0 $0
CHRIS LEWIS BOARD MEMBER 1.00
Director
$0 $0 $0
ROY PRIEST BOARD MEMBER 1.00
Director
$0 $0 $0
GINA SCHAEFER BOARD MEMBER 1.00
Director
$0 $0 $0
DAVID MORRIS BOARD MEMBER 1.00
Director
$41,372 $608 $41,980
STACY MITCHELL CO-DIRECTOR 40.00
Officer
$133,050 $33,742 $166,792
JOHN FARRELL CO-DIRECTOR 40.00
Officer
$122,252 $34,879 $157,131
JEAN SU BOARD MEMBER 1.00
Director
$0 $0 $0
JOHN BAILEY DEVELOPMENT 40.00
Highest
$118,296 $28,050 $146,346
BRENDA PLATT COMPOSTING D 40.00
Highest
$118,201 $28,028 $146,229
CHRISTOPHER MITCHELL BROADBAND DI 40.00
Highest
$115,449 $27,375 $142,824
INDIA GORDEN OPERATIONS D 40.00
Highest
$110,660 $26,239 $136,899
REGINALD RUCKER COMMS DIRECT 40.00
Highest
$107,678 $25,532 $133,210
AMY HARTZLER BOARD MEMBER 1.00
Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 No data No data No data No data
2024 $8,192,195 $6,645,407 $8,383,081 $1,546,788
2023 $4,057,441 $5,311,961 $6,178,577 $-1,254,520
2022 $5,615,395 $4,285,177 $7,355,502 $1,330,218
2021 $5,562,125 $2,905,521 $5,924,611 $2,656,604
2021 $5,562,125 $2,905,521 $5,924,611 $2,656,604
2020 $3,548,568 $1,996,919 $3,208,709 $1,551,649
2019 $1,357,871 $1,595,789 $1,638,349 $-237,918
2018 $2,255,315 $1,487,852 $1,900,124 $767,463
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