Nonprofit · EIN 51-0138569
THE URSA INSTITUTE
Tax-exempt (reinstated) · SAN FRANCISCO, CA 94107
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $1,470,481 | $1,464,306 | $6,175 | $817,157 | $70,528 | $746,629 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $1,470,481
- of which government grants
- $753,776
- Program service revenue
- $0
- Investment income
- $0
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $135,095
- Other salaries and wages
- $330,336
- Salaries, compensation and benefits (total)
- $571,642
- Professional fundraising fees
- $0
- Occupancy
- $15,336
- Travel
- $90,597
- Program services (functional)
- $1,164,375
- Management and general (functional)
- $299,931
Balance sheet and other
- Total assets, start of year
- $909,950
- Total assets, end of year
- $817,157
- Total liabilities, end of year
- $70,528
- Net assets, end of year
- $746,629
- Net assets without donor restrictions
- $746,630
- Gross receipts
- $1,470,481
- Employees
- 11
- Volunteers
- 0
- Year formed
- 1975
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Carol McGruder | EXECUTIVE DIRECTOR Key employee | 40 | $135,095 |
| Michael Jang | PRESIDENT Trustee or director | 0 | $0 |
| Ernie Fazio | SECRETARY Trustee or director | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 1278 INDIANA ST UNIT 200, SAN FRANCISCO, CA 94107-7436
- In care of
- % JOAN TAYLOR
- Principal officer (990 for 2025)
- JOAN TAYLOR, 1796 18th Street Suite C, San Francisco, CA 94107
- Signed the 990
- Joan Taylor, Chief Financial Officer
- Phone
- (888) 881-6619
Mission
To work collectively in love unity and cultural humility to educate empower and engage our communities to end commercial tobacco use. We believe the elimination of commercial tobacco use is necessary for the health and prosperity of the Black community. We will work towards a tobacco free California where the tobacco industry no longer has influence over our leaders organizations communities and families.
Program accomplishments
- CALIFORNIA DEPT OF PUBLIC HEALTH: TOBACCO CONTROL CONTRACTS IMPLEMENT and EVALUATE POLICY SYSTEMS and ENVIRONMENTAL CHANGE EFFORTS AIMED AT PREVENTING and REDUCING TOBACCO USE AMONG POPULATION GROUPS WITH HIGH RATES OF SMOKINGExpenses $512,825 · grants $597,353
- CAMPAIGN for TOBACCO FREE KIDS: ENGAGE AFRICAN AMERICAN LEADERSHIP WITH EDUCATION OUTREACH; URGE SUPPORT FOR FEDERAL LEGISLATION THAT WOULD PROHIBIT FLAVORED TOBACCO PRODUCTS: CAMPAIGN SUPPORT AT THE LOCAL LEVEL TO RESTRICT THE SALE OF FLAVORED TOBACCO PRODUCTS.Expenses $185,868 · grants $225,000
- ROBERT WOODS JOHNSON FOUNDATION OPERATIONAL SUPPORT OF POLICY SYSTEMS and ENVIRONMENTAL CHANGE EFFORTS. STRENGTHEN ORGANIZATIONAL CAPACITY. ADVANCE WORK ON NATIONAL LOCAL LEVELS. CREATE and IMPLEMENT LEADERSHIP DEVELOPMENT INITIATIVE.Expenses $252,411 · grants $310,415
- The Los Angeles Department of Public Health $156,423 -- The Center for Black Health & Equity $101,201 -- Chessen Family Trust $50,000 -- Kaiser Foundation $10,725 -- NCTOH Sponsors $15,360 -- other donations $4,004. These funds have been instrumental in enabling us to advance our mission of promoting health and equity within our community. We have been able to develop and implement critical initiatives that address disparities and improve health outcomes. We have been strategic in providing services that ensure that we can continue making a meaningful impact in the community.Expenses $213,271 · grants $337,713
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 51-0138569
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2023
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Civil rights, social action and advocacy (R01)
- Assets (IRS master file)
- $817,157
- Income (IRS master file)
- $1,470,481
Revocation and reinstatement
- Exemption revoked
- May 15, 2023
- Posted by the IRS
- August 14, 2023
- Reinstated
- Effective May 15, 2023
From the IRS automatic revocation list: organizations that did not file a required return or e-Postcard for three consecutive years.
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | – | – | – | IRS |
| 990 | December 2024 | – | – | – | IRS |
| 990 | December 2023 | $1,545,464 | $1,490,997 | $998,810 | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS.
Questions about THE URSA INSTITUTE
- What is the EIN of THE URSA INSTITUTE?
- The employer identification number (EIN) of THE URSA INSTITUTE is 51-0138569.
- Is THE URSA INSTITUTE tax-exempt?
- Yes. The IRS revoked its exemption on May 15, 2023 and reinstated it effective May 15, 2023.
- Are donations to THE URSA INSTITUTE tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does THE URSA INSTITUTE file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of THE URSA INSTITUTE due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE URSA INSTITUTE last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of THE URSA INSTITUTE?
- The 990 for the year ended December 31, 2025 names JOAN TAYLOR.
- Who are the officers and directors of THE URSA INSTITUTE?
- The 990 for the year ended December 31, 2025 lists 3 people; 1 received compensation from the organization, the highest $135,095 (Carol McGruder, EXECUTIVE DIRECTOR).
- How much revenue does THE URSA INSTITUTE have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $1,470,481, expenses of $1,464,306 and total assets of $817,157 at year end.
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