2026-08-13T15:47:32-05:00 2025-09-30 954557617 Harrington Group CPAs LLP 2698 Mataro Street Pasadena CA 91107 990 2024-10-01 943282858 Prevention Institute PREV 5104447738 221 Oak Street Oakland CA 94607 Dana Serleth COO 5104447738 2026-08-13 1 1 Jason K Stelling EA P02456446 6264036801 2024 2025-03-06 01:10:19Z Rachel Davis 221 Oak Street Oakland CA 94607 7073323 0 X www.preventioninstitute.org X 1997 CA We champion community-driven solutions to ensure that communities are thriving and equitable. 9 8 37 11 0 0 13314750 5686663 1103819 858160 438823 508359 3071 20141 14860463 7073323 0 0 0 0 5026572 4790357 0 0 73812 6180511 3103774 11207083 7894131 3653380 -820808 22473769 20527558 2688836 1406349 19784933 19121209 X Prevention Institute's mission is to build prevention and equity into key policies and actions to ensure that the places where all people live, work, play and learn foster health, safety, and well-being. 0 0 3319596 168000 Community-centered Practice: We work with community collaboratives and networks of community collaboratives to coordinate communities of practice and learning communities; facilitate peer learning; provide coaching and mentoring; support community engagement, planning, and capacity building; build power with communities; and manage grants at the local, regional, state and national levels. Applying this strategy, we work to achieve: community-defined solutions; community-level change across sociocultural, physical and built, educational, and economic environments; shifts in power to communities; stronger upstream prevention efforts; and expanded community engagement. 1687433 290794 Practitioner Knowledge and Skill Development: We partner with practitioners across sectors to provide training and technical assistance; develop actionable tools, guidance documents, and case studies; support framework development; and broadly share learnings and outcomes from community-centered practice and work. Applying this strategy, we work to achieve: applied knowledge and skills; the ability to operationalize equity objectives; a skilled and sustainable workforce; stronger capacity for upstream, community, and population level practice; the ability to partner and collaborate with community collaboratives; sustained stewardship for prevention and health equity; effective multisector collaboration; and community-centered approaches. 680382 50616 Policy & Systems Transformation: We collaborate with policymakers, payers, system influencers, and advocacy partners to champion local, state, and federal policy and systems change rooted in a positive vision and hope for the future; align interconnected priorities across public health, health equity, and racial justice; and elevate community-centered practice and learnings. Applying this strategy, we work to achieve: systems of prevention, health equity, and racial justice; integration of contextual and experiential evidence; embedding and operationalizing equity objectives within systems; expanded definitions of a community health workforce; systems that further equity and resilience; investments in upstream community-level prevention; and strengthened political will. 525059 348750 Momentum Building: We work across sector, philanthropy, and societal influencers to engage in field building; advance advocacy and policy change; emphasize narrative change; bridge building across sectors and issues; and develop partnership, networks, and ecosystems. Applying this strategy, we work to achieve norms rooted in connection, dignity, and interdependence; shifts in fields (e.g., language, funding, partners); asset-based narratives and narrative power; equitable, community-driven policies; maintained advocacy gains with minimal losses; diverse, resilient partnerships; and an ecosystem that advances prevention, health equity, and racial justice. 525059 348750 6212470 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 57 0 1 37 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 8 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/ Treasurer (trans 4/25) 1.00 X X 0 0 0 Emma Sanchez-Vaznaugh Vice Chair 1.00 X X 0 0 0 Mariko Lockhart Treasurer/President (trans 4/25) 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 Rachel A Davis Executive Director 40.00 X X 264627 0 30797 Dana Serleth Chief Operating Officer 40.00 X 207692 0 35620 Sheila Savannah Managing Director 32.00 X 175541 0 39242 Sana Chehimi Director of Policy and Advocacy 40.00 X 159662 0 11461 Sandra Viera Director 40.00 X 144577 0 28870 Ruben Cantu Director 40.00 X 144186 0 30438 Dana Fields-Johnson Director 40.00 X 144518 0 51281 Ben Graff Finance Director 40.00 X 154828 0 30741 1395631 0 258450 15 0 1 0 Centro para la Reconstruccion del Habita 116 Calle Manuel Domenech Unit 644 San Juan PR 00918 Community planning services 380000 Imperial Valley Equipment and Justice 237 Rockwood Ave 50 Calexico CA 92231 Capacity building and technical assistan 250000 On The Move 780 Lincoln Ave Napa CA 94558 Capacity building and technical assistan 250000 The Kennedy Commission 17701 Cowan Ave suite 200 Irvine CA 92614 Capacity building and technical assistan 250000 South Bronx Unite 127 Lincoln Ave Bronx NY 10454 Capacity building and technical assistan 200000 12 1280684 4405979 5686663 Program fees 900099 858160 858160 858160 508359 508359 Other income 900099 20141 20141 20141 7073323 858160 0 528500 X 710181 378711 280975 50495 3115033 2345784 763201 6048 202589 155524 46150 915 485380 362956 119753 2671 277174 199510 73965 3699 4343 4343 68432 22624 45808 22137 22137 2137464 2114951 22402 111 34518 23714 9823 981 131390 94570 35084 1736 98643 69849 27499 1295 97440 62789 34034 617 154782 150522 3331 929 50704 36423 13606 675 221888 158605 60342 2941 36426 23470 12521 435 Other expenses 27458 27458 Dues & subscriptions 18149 12468 5417 264 7894131 6212470 1607849 73812 3209448 108664 4812473 10027483 5895646 1650708 22975 47734 307810 295154 132161 87014 6395302 2808334 3681762 3586968 4408913 4721364 2581 2469 22473769 20527558 618897 539240 957958 866740 1111981 369 2688836 1406349 X 12011901 13953452 7773032 5167757 19784933 19121209 22473769 20527558 -820808 157084 0 X 0 1 X 1 1 1 X 7024511 8887572 4996393 13314750 5686663 39909889 7024511 8887572 4996393 13314750 5686663 39909889 10737883 29172006 156450 232586 205579 438823 508359 1541797 3931 1737 5686 3071 20141 34566 41486252 5967442 0.70320 0.66540 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 867 4287 5154 7888977 7894131 544707 136177 0 0 442924 485006 710354 544707 2182991 3274487 6212 13096 2768 5154 27230 110731 121252 177589 136177 545749 818624 283 7503 659 867 9312 1978859 1978859 4109752 2637221 1472531 304691 171113 133578 2000 2000 3586968 Lease liabilities - operating leases 369 369 X 7208270 157084 157084 7051186 22137 22137 7073323 7871994 0 7871994 22137 22137 7894131 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 263427 0 0 0 1200 0 10585 0 20212 0 295424 0 0 0 Dana Serleth Chief Operating Officer 206672 0 0 0 1020 0 14538 0 21082 0 243312 0 0 0 Sheila Savannah Managing Director 174670 0 0 0 871 0 12288 0 26954 0 214783 0 0 0 Dana Fields-Johnson Director 143565 0 0 0 953 0 10116 0 41165 0 195799 0 0 0 Ben Graff Finance Director 153742 0 0 0 1086 0 10838 0 19903 0 185569 0 0 0 Ruben Cantu Director 143389 0 0 0 797 0 10093 0 20345 0 174624 0 0 0 Sandra Viera Director 143743 0 0 0 834 0 10120 0 18750 0 173447 0 0 0 Sana Chehimi Director of Policy and Advocacy 158464 0 0 0 1198 0 11176 0 285 0 171123 0 0 0 Frontline LLC Company owned by Board Member, Reggie Moore 61500 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 Candid 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 1,142,783. Total expenses 1,142,783. Fees for service: Program service expenses 972,168. Management and general expenses 22,402. Fundraising expenses 111. Total expenses 994,681.