Civic Intelligence

Institute for Field Research

990 • Fiscal year 2023 • EIN 27-5556305

Nov 01, 2022 to Oct 31, 2023 • Filed on Aug 22, 2024

1855 Industrial St 106Los Angeles, CA 90021

(424) 209-1173

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

94th percentile

0.95x

Higher debt load relative to assets than 94% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

76th percentile

0.19x

Higher debt load relative to revenue than 76% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Net Margin

32nd percentile

-4.1%

Higher net margin than 32% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Asset Growth

14th percentile

-15%

Faster asset growth than 14% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

12th percentile

-31%

Faster revenue growth than 12% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Assets

Down

$185,691

Down $32,635 (-15%) from 2022

Net Assets

Down

$9,360

Down $4,091 (-30%) from 2022

Liabilities

Down

$176,331

Down $28,544 (-14%) from 2022

Revenue

Down

$912,477

Down $408,496 (-31%) from 2022

Expenses

Down

$949,531

Down $218,092 (-19%) from 2022

Net Income

Down

-$37,054

Down $190,404 (-124%) from 2022

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.0M$500K$0-$500KAssets 2012: $11,689Liabilities 2012: $76,200Net Assets 2012: -$64,5112012Assets 2013: $66,860Liabilities 2013: $120,592Net Assets 2013: -$53,7322013Assets 2016: $112,460Liabilities 2016: $154,458Net Assets 2016: -$41,9982016Assets 2017: $54,989Liabilities 2017: $161,975Net Assets 2017: -$106,9862017Assets 2018: $73,186Liabilities 2018: $210,905Net Assets 2018: -$137,7192018Assets 2019: $72,453Liabilities 2019: $156,139Net Assets 2019: -$83,6862019Assets 2020: $593,354Liabilities 2020: $938,333Net Assets 2020: -$344,9792020Assets 2021: $236,010Liabilities 2021: $375,909Net Assets 2021: -$139,8992021Assets 2022: $218,326Liabilities 2022: $204,875Net Assets 2022: $13,4512022Assets 2023: $185,691Liabilities 2023: $176,331Net Assets 2023: $9,3602023Assets 2024: $436,251Liabilities 2024: $163,419Net Assets 2024: $272,8322024

Highlighted filing

2023

Assets$185,691
Liabilities$176,331
Net Assets$9,360

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$2.0M$1.0M$0-$1.0MExpenses 2012: $327,4252012Expenses 2013: $677,8002013Revenue 2016: $1,071,788Expenses 2016: $961,418Net Income 2016: $110,3702016Revenue 2017: $1,095,254Expenses 2017: $1,160,242Net Income 2017: -$64,9882017Revenue 2018: $1,490,735Expenses 2018: $1,521,468Net Income 2018: -$30,7332018Revenue 2019: $1,848,100Expenses 2019: $1,794,067Net Income 2019: $54,0332019Revenue 2020: $229,438Expenses 2020: $490,731Net Income 2020: -$261,2932020Revenue 2021: $872,205Expenses 2021: $667,125Net Income 2021: $205,0802021Revenue 2022: $1,320,973Expenses 2022: $1,167,623Net Income 2022: $153,3502022Revenue 2023: $912,477Expenses 2023: $949,531Net Income 2023: -$37,0542023Revenue 2024: $1,674,927Expenses 2024: $1,411,445Net Income 2024: $263,4822024

Highlighted filing

2023

Revenue$912,477
Expenses$949,531
Net Income-$37,054
Jump To
Filing Snapshot
Filing Period
Nov 1, 2022 to Oct 31, 2023
Signed
Aug 22, 2024
Return Version
2022v5.0
Gross Receipts
$912,477
Mission and Program Overview

Mission

To provide, promote and support educational opportunities in social science (archaeology) field training.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$166,272$113,626▼ $52,646
Savings and Temporary Cash Investments$52,054$72,065▲ $20,011
Total Assets$218,326$185,691▼ $32,635
Liabilities
Unsecured Notes Loans Payable$151,888$150,665▼ $1,223
Accounts Payable and Accrued Expenses$50,000$25,666▼ $24,334
Other Liabilities$2,987$0▼ $2,987
Total Liabilities$204,875$176,331▼ $28,544
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$13,451$9,360▼ $4,091
Total Net Assets Fund Balance$13,451$9,360▼ $4,091
Total Liabilities and Net Assets / Fund Balance$218,326$185,691▼ $32,635
Compensation and Service Providers

Board Members and Trustees

NameTitle
Anthony GraeschAcademic Chair
Julie SteinChair, External
Lynn DoddChair, Internal
Fred LimpBoard Member
Scott TayloeBoard Member
Willeke WendrichBoard Member
Yuval Bar-zemerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$193,310
Program Service Revenue
$719,001
Investment Income
$166
Other Revenue
$0
All Other Contributions
$193,310
Change in Net Assets
$-37,054
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$719,014
Salaries, Compensation, and Employee Benefits$203,782
Total Fundraising Expense$27,970
Grants and Similar Amounts Paid$26,735
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$143,834$22,750$22,750$189,334
Insurance$53,361$1,804$1,804$56,969
Travel$21,680$16,074$108$37,862
Advertising$31,048--$31,048
Grants to Domestic Individuals$26,735--$26,735
Information Technology$16,075$7,061-$23,136
Fees for Services Other$2,871$13,286$454$16,611
Payroll Taxes$10,976$1,736$1,736$14,448
Office Expenses$7,853$4,352$245$12,450
Conferences and Meetings$10,739--$10,739
Fees for Services Accounting-$9,773-$9,773
Interest$5,522$873$873$7,268
Other Expenses$4,824$3,803-$3,803
Total Functional Expenses$840,049$81,512$27,970$949,531
International Activity

International Summary

Offices
0
Employees
2
Spending
$451,758

International Compliance

Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
Europe (including Iceland & Greenland)Program ServicesField School01$403,665
South AmericaProgram ServicesField School01$48,093
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

An independent accounting firm will prepare the tax returns. A copy will be provided for the board to review and approve before filing.

Form 990, Part VI, Section B, Line 12C

At the annual meeting, each board member is required to state whether he or she has a conflict of interest with ifr in their position on the board of directors. Any disclosed matters are discussed and documented in writing in the minutes of the board meeting, as well as any action taken to mitigate or eliminate conflict. In addition, as service on the board is unpaid, the executive director monitors all cash activity to ensure that no payments are made to board members other than receipted and authorized travel reimbursements. The board's treasurer will also review payments made to the executive director for appropriateness, adequate documentation, and substantiation.

Form 990, Part VI, Section B, Line 15

The board of directors determines the salaries for all employees. The executive director will determine the salaries of other key employees.

Form 990, Part VI, Section C, Line 19

The organization makes its filings available for public inspection upon request.

Filing and Contact Details

Filer

Filer Name
Institute for Field Research
EIN
27-5556305
Phone
4242091173
Address
1855 INDUSTRIAL ST 106, LOS ANGELES, CA 90021

Signing Officer

Name
Mary Lou Forward
Title
Executive Director
Phone
4242091173
Signed
2024-08-22

Organization Details

Principal Officer
Mary Lou Forward
Formed
2011
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
7
Employees
2
Volunteers
7

Preparer

Firm
Quigley & Miron
Address
3550 WILSHIRE BLVD 1660, LOS ANGELES, CA 90010
Preparer
Armen Grigorian
Phone
2136393550
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleA/PublicSupportCY509Pct00.95160
IRS990ScheduleA/PublicSupportPY509Pct00.99990
IRS990ScheduleA/PublicSupportTotal509Amt04932142
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt071055
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt020000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt065000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt094772
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt0250827
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearAmt014045
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt014045
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0912311
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt01320915
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0872205
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0229438
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt01848100
IRS990ScheduleA/Total509Grp/TotalAmt05182969
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0912477
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt01320973
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0872205
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0229438
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt01848100
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt05183193
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt01
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt11
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt10
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt0403665
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt148093
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt0EUROPE (INCLUDING ICELAND & GREENLAND)
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt1SOUTH AMERICA
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/SpecificServicesProvidedTxt0FIELD SCHOOL
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/SpecificServicesProvidedTxt1FIELD SCHOOL
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt0PROGRAM SERVICES
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt1PROGRAM SERVICES
IRS990ScheduleF/BoycottCountriesInd00
IRS990ScheduleF/ContinuationSpentAmt00
IRS990ScheduleF/ContinuationTotalEmployeeCnt00
IRS990ScheduleF/ContinuationTotalOfficeCnt00
IRS990ScheduleF/ForeignCorpOwnershipInd00
IRS990ScheduleF/ForeignPartnershipInd00
IRS990ScheduleF/InterestInForeignTrustInd00
IRS990ScheduleF/PassiveForeignInvestmestCoInd00
IRS990ScheduleF/SubtotalEmployeesCnt02
IRS990ScheduleF/SubtotalOfficesCnt00
IRS990ScheduleF/SubtotalSpentAmt0451758
IRS990ScheduleF/SupplementalInformationDetail/FormAndLineReferenceDesc0PART III ACCOUNTING METHOD:
IRS990ScheduleF/TotalEmployeeCnt02
IRS990ScheduleF/TotalOfficeCnt00
IRS990ScheduleF/TotalSpentAmt0451758
IRS990ScheduleF/TransferToForeignCorpInd00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt026735
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt019
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0FOR OUR SCHOLARSHIPS, WE ADVERTISE SCHOLARSHIPS AND CREATE THE CRITERIA. SOME ARE LIMITED TO CERTAIN PROGRAMS OR CERTAIN GEOGRAPHIC AREAS, FOR EXAMPLE, IF DONATED FUNDS ARE RESTRICTED. WE THEN HAVE AN APPLICATION PROCESS FOR EACH TYPE OF SCHOLARSHIP WITH QUESTIONS BASED ON THE SELECTION CRITERIA. ALL HAVE FINANCIAL NEED AS ONE OF THE CRITERIA, SOME SCHOLARSHIPS ALSO HAVE OTHER CRITERIA, SUCH AS A CERTAIN GPA AND AN ESSAY OUTLINING HOW THE EXPERIENCE WILL CONTRIBUTE TO THEIR GOALS. WE HAVE COMMITTEES REVIEW THE SCHOLARSHIPS AND DISTRIBUTE RANKING SHEETS TO COMMITTEE MEMBERS BASED ON THE DEFINED CRITERIA. WE GATHER THE RANKINGS AND MAKE FINAL DECISIONS IN A SCHOLARSHIP COMMITTEE, WHICH IS GENERALLY COMPOSED OF STAFF, ACADEMIC ADVISORS AND FACULTY. WE KEEP THESE RANKING SHEETS AND FINAL DECISIONS IN OUR FILES.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0AN INDEPENDENT ACCOUNTING FIRM WILL PREPARE THE TAX RETURNS. A COPY WILL BE PROVIDED FOR THE BOARD TO REVIEW AND APPROVE BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AT THE ANNUAL MEETING, EACH BOARD MEMBER IS REQUIRED TO STATE WHETHER HE OR SHE HAS A CONFLICT OF INTEREST WITH IFR IN THEIR POSITION ON THE BOARD OF DIRECTORS. ANY DISCLOSED MATTERS ARE DISCUSSED AND DOCUMENTED IN WRITING IN THE MINUTES OF THE BOARD MEETING, AS WELL AS ANY ACTION TAKEN TO MITIGATE OR ELIMINATE CONFLICT. IN ADDITION, AS SERVICE ON THE BOARD IS UNPAID, THE EXECUTIVE DIRECTOR MONITORS ALL CASH ACTIVITY TO ENSURE THAT NO PAYMENTS ARE MADE TO BOARD MEMBERS OTHER THAN RECEIPTED AND AUTHORIZED TRAVEL REIMBURSEMENTS. THE BOARD'S TREASURER WILL ALSO REVIEW PAYMENTS MADE TO THE EXECUTIVE DIRECTOR FOR APPROPRIATENESS, ADEQUATE DOCUMENTATION, AND SUBSTANTIATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD OF DIRECTORS DETERMINES THE SALARIES FOR ALL EMPLOYEES. THE EXECUTIVE DIRECTOR WILL DETERMINE THE SALARIES OF OTHER KEY EMPLOYEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION MAKES ITS FILINGS AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0218326
IRS990/TotalAssetsEOYAmt0185691
IRS990/TotalAssetsGrp/BOYAmt0218326
IRS990/TotalAssetsGrp/EOYAmt0185691
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0193310
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt027970
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt081512
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0840049
IRS990/TotalFunctionalExpensesGrp/TotalAmt0949531
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0204875
IRS990/TotalLiabilitiesEOYAmt0176331
IRS990/TotalLiabilitiesGrp/BOYAmt0204875
IRS990/TotalLiabilitiesGrp/EOYAmt0176331
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt013451
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt09360
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0840049
IRS990/TotalProgramServiceRevenueAmt0719001
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0166
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0719001
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0912477
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt07
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0218326
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0185691
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/FundraisingAmt0108
IRS990/TravelGrp/ManagementAndGeneralAmt016074
IRS990/TravelGrp/ProgramServicesAmt021680
IRS990/TravelGrp/TotalAmt037862
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt0151888
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt0150665
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01855 INDUSTRIAL ST 106
IRS990/USAddress/CityNm0LOS ANGELES

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