ROMERO INSTITUTE

EIN: 953527131 501(c)(3)

SANTA CRUZ, CA

Total Revenue
$2,310,390
Total Expenses
$2,647,278
Total Assets
$1,547,668
Net Assets
$1,332,179
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1980
Legal Domicile
CA
Principal Officer
SARA NELSON
Phone
8314596135
Tax Period
2023-01-01 to 2023-12-31

ROMERO INSTITUTE, founded in 1980, is a community nonprofit that reported $2.3M in total revenue in fiscal year 2023. Revenue surged 23% from the prior year, signaling strong growth momentum. Expenses of $2.6M exceeded revenue, resulting in a 15% operating deficit.

Mission

EXPOSE SYSTEMIC INJUSTICE AND IMPLEMENT STRATEGIC SOLUTIONS FOR GLOBAL WARMING, ECONOMIC INEQUALITY, HUMAN AND INDIGENOUS RIGHTS. INTERFAITH LAW AND POLICY CENTER USING IMPACT LITIGATION, INVESTIGATION, GRASSROOTS ORGANIZING, AND PUBLIC EDUCATION TO ACHIEVE SUSTAINABLE GOALS.

Program Service Accomplishments

Program 1
Expenses: $916,585

THE LAKOTA PEOPLE'S LAW PROJECT CONTINUED TO ADVOCATE FOR THE RIGHTS AND SOVEREIGNTY OF THE LAKOTA SIOUX PEOPLE. OUR FIVE RESPECTED LAKOTA LEADERS SET PRIORITIES AND WORKED COLLABORATIVELY WITH OUR...

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THE LAKOTA PEOPLE'S LAW PROJECT CONTINUED TO ADVOCATE FOR THE RIGHTS AND SOVEREIGNTY OF THE LAKOTA SIOUX PEOPLE. OUR FIVE RESPECTED LAKOTA LEADERS SET PRIORITIES AND WORKED COLLABORATIVELY WITH OUR CALIFORNIA TEAM. OUR DOMINANT PROJECT IN 2023 WAS OUR WORK ON BEHALF OF THE STANDING ROCK SIOUX TRIBE, FOR WHOM WE PROVIDED TECHNICAL SUPPORT IN RELATION TO ITS ONGOING EFFORT TO RESIST THE DAKOTA ACCESS PIPELINE. WE MANAGED THE TRIBE'S COMMUNICATION FLOW, INCLUDING THEIR E-BLASTS, VIDEO PRODUCTION, FUNDRAISING, WEBSITE DEVELOPMENT, AND PRESS RELEASES. AT STANDING ROCK WE ALSO OPERATED OUR KINSHIP CARE HOME, WHERE 3 CHILDREN WERE HOUSED THROUGHOUT THE YEAR, AND WE MADE STRIDES IN DEVELOPING OUR "NODAPL" ARCHIVE WHICH, WHEN EVENTUALLY LAUNCHED IN COLLABORATION WITH SITTING BULL COLLEGE AND LOYOLA UNIVERSITY CHICAGO, WILL PROVIDE AN ENORMOUS AMOUNT OF FREE MEDIA ABOUT TRIBALLY-LED OIL PIPELINE FIGHTS TO EDUCATORS, JOURNALISTS, LAWYERS, AND OTHERS ACROSS THE WORLD. WE ALSO WORKED DURING 2023 CLOSELY WITH STANDING ROCK AND THE 8 OTHER SIOUX TRIBES IN SOUTH DAKOTA TO PURSUE "SOLAR FOR ALL" FUNDING, I.E. MONIES AVAILABLE THROUGH THE INFLATION REDUCTION ACT TO SUPPORT THE CREATION OF RENEWABLE ENERGY INFRASTRUCTURE IN UNDER-DEVELOPED REGIONS. WE COORDINATED NEARLY ALL OF THE SOUTH DAKOTA TRIBES INTO A PARTNERSHIP WITH OWEESTA, A NATIVE-LED COMMUNITY DEVELOPMENT FINANCIAL INSTITUTION (CDFI), TO $150 MILLION IN FUNDING, A PORTION OF WHICH WAS TO BE DIRECTED TO SIOUX COMMUNITIES. LASTLY, WE PURSUED SEPARATE FUNDING THROUGH ANOTHER SECTION OF THE INFLATION REDUCTION ACT IN COLLABORATION WITH THE UNIVERSITY OF NORTH DAKOTA LAW SCHOOL WITH THE GOAL OF DEVELOPING A ROVING WATER STANDARDS LAW GROUP TO ADVISE TRIBES ALONG THE MISSOURI RIVER ABOUT THE DEVELOPMENT OF WATER CODES THAT SYNC WITH ENVIRONMENTAL PROTECTION AGENCY POLICY.

Program 2
Expenses: $466,815

LET'S GREEN CALIFORNIA - IN 2021 THE GREENPOWER PROGRAM BECAME LET'S GREEN CALIFORNIA AND DEVELOPED PLANS AND POLICIES FOR CALIFORNIA TO ACHIEVE CLOSE TO ZERO CARBON EMISSIONS IN 10 YEARS. AS THE...

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LET'S GREEN CALIFORNIA - IN 2021 THE GREENPOWER PROGRAM BECAME LET'S GREEN CALIFORNIA AND DEVELOPED PLANS AND POLICIES FOR CALIFORNIA TO ACHIEVE CLOSE TO ZERO CARBON EMISSIONS IN 10 YEARS. AS THE FIFTH LARGEST ECONOMY IN THE WORLD AND A HISTORIC ENVIRONMENTAL LEADER, CALIFORNIA IS UNIQUELY POSITIONED TO CREATE A MODEL OF EQUITABLE CLIMATE ACTION THAT CAN BE REPLICATED WORLDWIDE. IN 2023 THE LGCA TEAM AND OUR ALLIES FOCUSED ON PROMOTING OUR SECOND LEGISLATIVE BILL IN THE SACRAMENTO ASSEMBLY SESSION. THE BILL WAS DESIGNED TO PUT ELECTRIC CHARGERS INTO LOW AND MODERATE INCOME COMMUNITIES. WE WORKED WITH LABOR LEADERS, ENVIRONMENTALISTS, ENVIRONMENTAL JUSTICE LEADERS, AND PRESSED FOR THE PASSAGE OF LABOR STANDARDS IN THE COMMUNITY CHOICE ENERGY AGENCIES. IN PARISHES IN THE MONTEREY DIOCESE WE HELD EDUCATIONAL EVENTS ON WHY ELECTRIC KITCHENS AND CARS ARE MORE HEALTHY FOR FAMILIES AND COMMUNITIES.

Program 3
Expenses: $368,211

THE NEW PARADIGM INSTITUTE WAS LAUNCHED IN 2023 AFTER THREE WHISTLEBLOWERS PUBLICLY TESTIFIED TO CONGRESS THAT OUR GOVERNMENT HAS CAPTURED NONHUMAN SPACE CRAFT AND NONHUMAN BODIES IN CRASH...

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THE NEW PARADIGM INSTITUTE WAS LAUNCHED IN 2023 AFTER THREE WHISTLEBLOWERS PUBLICLY TESTIFIED TO CONGRESS THAT OUR GOVERNMENT HAS CAPTURED NONHUMAN SPACE CRAFT AND NONHUMAN BODIES IN CRASH RETRIEVALS, AND THAT NAVY PILOTS ON BOTH COASTS OF OUR COUNTRY SEE NONHUMAN SPACECRAFT EVERY DAY. AFTER OPENING A D.C. OFFICE ACROSS FROM THE SENATE, AND HIRING PROFESSIONAL TEAMS, OUR INITIATIVE BEGAN TO DEVELOP POLICY AND MOBILIZE CITIZENS FOR DISCLOSURE OF THE INFORMATION HIDDEN FROM CITIZENS AND OUR ELECTED LEADERS FOR 80 YEARS. WITH THE PASSAGE OF LEGISLATION IN DECEMBER, 2023, "DISCLOSURE HAS BEGUN".

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Trantor Score

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

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $2,353,513
Program Service Revenue $0
Investment Income $-44,806
Other Revenue $1,683
TOTAL REVENUE $2,310,390

Expense Breakdown

Grants Paid $105,660
Salaries & Benefits $1,559,426
Fundraising Expenses $180,176
Program Expenses $2,145,144
Other Expenses $982,192
TOTAL EXPENSES $2,647,278

Year-over-Year Comparison

2023 2022 Change
Revenue $2,310,390 $1,876,523 +0.2%
Expenses $2,647,278 $3,188,901 -0.2%
Net Income $-336,888 $-1,312,378 -0.7%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Liquidity & Cash Position

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Governance

Voting Members
7
Independent Members
3
Employees
26
Volunteers
23

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
3
$347,334
Total Directors
7
$432,206
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
MARKELL BROOKS BOARD MEMBER 1.00
Director
$0 $0 $0
GWENDOLYN GRACE BOARD MEMBER 1.00
Director
$0 $0 $0
CHASE IRON EYES CODIRECTOR OF LPLP 40.00
Director
$84,872 $0 $84,872
DANIEL SHEEHAN PRESIDENT 50.00
Officer Director
$125,888 $1,061 $126,949
SARA NELSON VICE PRESIDENT 50.00
Officer Director
$125,887 $1,061 $126,948
DANIEL PAUL NELSON SECRETARY/TREASURER 50.00
Officer Director
$84,872 $8,565 $93,437
ERIC THIERMANN AUDIT COMMITTEE CHAIR 3.00
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
2024 No data No data No data No data
2023 $2,310,390 $2,647,278 $1,547,668 $-336,888
2022 $1,876,523 $3,188,901 $1,722,675 $-1,312,378
2021 $4,211,706 $2,734,632 $3,321,846 $1,477,074
2020 $3,012,582 $2,017,667 $1,830,139 $994,915
2019 $1,651,432 $1,742,912 $525,848 $-91,480
2018 $1,746,706 $1,846,793 $526,588 $-100,087
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