Civic Intelligence

Integrated Resources Institute

990 • Fiscal year 2015 • EIN 33-0393201

Jul 01, 2014 to Jun 30, 2015 • Filed on Mar 02, 2016

Organization Profileirimentorworks.org

View Organization Page

23172 Plaza Pointe DriveLaguna Hills, CA 92653

(714) 337-7566

Siviq Scores

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

Liabilities / Assets

47th percentile

0.08x

Higher debt load relative to assets than 47% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

32nd percentile

0.04x

Higher debt load relative to revenue than 32% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Net Margin

63rd percentile

7.8%

Higher net margin than 63% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Asset Growth

81st percentile

19%

Faster asset growth than 81% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

71st percentile

15%

Faster revenue growth than 71% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets47th percentile

Assets

Up

$1,426,898

Up $225,347 (+19%) from 2014

Net Assets

Up

$1,307,736

Up $221,493 (+20%) from 2014

Liabilities

Up

$119,162

Up $3,854 (+3.3%) from 2014

Revenue And Expenses
Liabilities / Revenue32nd percentileNet Margin63rd percentile

Revenue

Up

$2,898,907

Up $374,518 (+15%) from 2014

Expenses

Up

$2,672,512

Up $457,725 (+21%) from 2014

Net Income

Down

$226,395

Down $83,207 (-27%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth81st percentile

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

$15M$10M$5.0M$0Assets 2012: $615,358Liabilities 2012: $0Net Assets 2012: $615,3582012Assets 2013: $741,110Liabilities 2013: $0Net Assets 2013: $741,1102013Assets 2014: $1,201,551Liabilities 2014: $115,308Net Assets 2014: $1,086,2432014Assets 2015: $1,426,898Liabilities 2015: $119,162Net Assets 2015: $1,307,7362015Assets 2016: $2,312,687Liabilities 2016: $140,379Net Assets 2016: $2,172,3082016Assets 2017: $3,099,260Liabilities 2017: $135,595Net Assets 2017: $2,963,6652017Assets 2018: $3,677,103Liabilities 2018: $189,964Net Assets 2018: $3,487,1392018Assets 2019: $3,740,225Liabilities 2019: $174,867Net Assets 2019: $3,565,3582019Assets 2020: $4,734,581Liabilities 2020: $947,647Net Assets 2020: $3,786,9342020Assets 2021: $6,024,686Liabilities 2021: $1,160,932Net Assets 2021: $4,863,7542021Assets 2022: $7,172,106Liabilities 2022: $478,111Net Assets 2022: $6,693,9952022Assets 2023: $9,309,960Liabilities 2023: $755,965Net Assets 2023: $8,553,9952023Assets 2024: $11,426,530Liabilities 2024: $1,671,268Net Assets 2024: $9,755,2622024

Highlighted filing

2015

Assets$1,426,898
Liabilities$119,162
Net Assets$1,307,736
Open 2015 Filing

Operations Trend

Revenue Growth71st percentile

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

$15M$10M$5.0M$0Expenses 2012: $1,277,1662012Expenses 2013: $1,663,6582013Revenue 2014: $2,524,389Expenses 2014: $2,214,787Net Income 2014: $309,6022014Revenue 2015: $2,898,907Expenses 2015: $2,672,512Net Income 2015: $226,3952015Revenue 2016: $3,915,633Expenses 2016: $3,034,394Net Income 2016: $881,2392016Revenue 2017: $4,149,235Expenses 2017: $3,440,323Net Income 2017: $708,9122017Revenue 2018: $4,411,162Expenses 2018: $3,832,057Net Income 2018: $579,1052018Revenue 2019: $4,246,105Expenses 2019: $4,228,404Net Income 2019: $17,7012019Revenue 2020: $5,318,255Expenses 2020: $5,070,868Net Income 2020: $247,3872020Revenue 2021: $5,334,052Expenses 2021: $3,909,530Net Income 2021: $1,424,5222021Revenue 2022: $7,393,368Expenses 2022: $6,382,096Net Income 2022: $1,011,2722022Revenue 2023: $10,247,572Expenses 2023: $8,423,147Net Income 2023: $1,824,4252023Revenue 2024: $12,760,710Expenses 2024: $11,850,954Net Income 2024: $909,7562024

Highlighted filing

2015

Revenue$2,898,907
Expenses$2,672,512
Net Income$226,395
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Mar 2, 2016
Return Version
2014v6.0
Gross Receipts
$2,898,907
Mission and Program Overview

Mission

Consulting and education for rehabiliation field and job placement services for persons with disabilities

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,086,243$1,307,736▲ $221,493
Investments in Publicly Traded Securities$809,525$884,426▲ $74,901
Savings and Temporary Cash Investments$60,246$309,293▲ $249,047
Accounts Receivable$330,085$231,484▼ $98,601
Cash and Non-Interest-Bearing Accounts-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$1,201,551$1,426,898▲ $225,347
Other Assets Total$1,695$1,695→ $0
Liabilities
Accounts Payable and Accrued Expenses$112,072$118,511▲ $6,439
Other Liabilities$3,236$651▼ $2,585
Total Liabilities$115,308$119,162▲ $3,854
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,086,243$1,307,736▲ $221,493
Total Liabilities and Net Assets / Fund Balance$1,201,551$1,426,898▲ $225,347
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Steven ZivolichExecutive Direc
Dan FowlerSecretary
Rex BonnellTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$21
Program Service Revenue
$2,840,784
Investment Income
$58,102
Other Revenue
$0
All Other Contributions
$21
Change in Net Assets
$226,395

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,898,907
Revenue Not Reported on Form 990
$-4,902
Total Revenue per Audited Statements
$2,894,005
Total Revenue per Form 990
$2,898,907
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,159,497
Other Expenses$513,015
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,907,457$100,392-$2,007,849
Travel$310,102--$310,102
Payroll Taxes$144,066$7,582-$151,648
Fees for Services Accounting-$27,500-$27,500
Insurance$15,067--$15,067
All Other Expenses$7,288$6,325-$13,613
Occupancy$3,271$9,811-$13,082
Fees for Services Legal-$10,302-$10,302
Other Expenses$10,271$1,937-$10,271
Office Expenses$1,021$9,188-$10,209
Conferences and Meetings$3,008--$3,008
Interest-$39-$39
Total Functional Expenses$2,499,436$173,076$0$2,672,512

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$2,672,885
Expenses per Audited Statements$2,672,512
Total Expenses per Form 990$2,672,512
Expenses Not Reported on Form 990$373
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Citi Credit Card$651
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
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
No
Other officer compensation reviewed
No
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, Line 11B: Form 990 Review Process

“No review was or will be conducted.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Tax returns are available for public inspection”

Filing and Contact Details

Filer

Filer Name
Integrated Resources Institute
EIN
33-0393201
Phone
7143377566
Address
23172 PLAZA POINTE DRIVE, LAGUNA HILLS, CA 92653

Signing Officer

Name
Steven Zivolich
Title
Executive Director
Signed
2016-03-02
Discuss with paid preparer
Yes

Organization Details

Formed
1990
Legal Domicile
CA
Voting Board Members
3
Independent Board Members
3
Employees
150

Preparer

Firm
Haynie & Company CPAs
Address
4910 Campus Drive, Newport Beach, CA 92660-2119
Preparer
David T Shomaker
Phone
9497241880
Supplemental Narrative

Financial Statement Notes

Part XII, Line 2D: Other expenses and losses per audited F/S

“Depreciation adjustment $373”

Raw XML Appendix400 raw XML fields

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/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt058102
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt050733
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt016847
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt020064
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt013788
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0159534
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt010458
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt011706
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt022164
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt058102
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt050733
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt016847
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt020064
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt013788
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0159534
IRS990ScheduleA/InvestmentIncomeCYPct00.01620
IRS990ScheduleA/InvestmentIncomePYPct00.01390
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.98380
IRS990ScheduleA/PublicSupportPY509Pct00.98610
IRS990ScheduleA/PublicSupportTotal509Amt09697562
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt02840805
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt02473656
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt01770863
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt01461421
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt01150817
IRS990ScheduleA/Total509Grp/TotalAmt09697562
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt02898907
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt02524389
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt01787710
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt01481485
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt01164605
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt09857096
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesNotReportedAmt0373
IRS990ScheduleD/ExpensesSubtotalAmt02672512
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-4902
IRS990ScheduleD/OtherExpensesIncludedAmt0373
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0651
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CITI CREDIT CARD
IRS990ScheduleD/RevenueNotReportedAmt0-4902
IRS990ScheduleD/RevenueSubtotalAmt02898907
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0DEPRECIATION ADJUSTMENT $373
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part XII, Line 2d: Other expenses and losses per audited F/S
IRS990ScheduleD/TotalExpensesPerForm990Amt02672512
IRS990ScheduleD/TotalLiabilityAmt0651
IRS990ScheduleD/TotalRevenuePerForm990Amt02898907
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02894005
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02672885
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0No review was or will be conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TAX RETURNS ARE AVAILABLE FOR PUBLIC INSPECTION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01201551
IRS990/TotalAssetsEOYAmt01426898
IRS990/TotalAssetsGrp/BOYAmt01201551
IRS990/TotalAssetsGrp/EOYAmt01426898
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt021
IRS990/TotalEmployeeCnt0150
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0173076
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt02499436
IRS990/TotalFunctionalExpensesGrp/TotalAmt02672512
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0115308
IRS990/TotalLiabilitiesEOYAmt0119162
IRS990/TotalLiabilitiesGrp/BOYAmt0115308
IRS990/TotalLiabilitiesGrp/EOYAmt0119162
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01086243
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01307736
IRS990/TotalProgramServiceExpensesAmt02499436
IRS990/TotalProgramServiceRevenueAmt02840784
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt02898886
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02898907
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01201551
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01426898
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/ProgramServicesAmt0310102
IRS990/TravelGrp/TotalAmt0310102
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0irimentorworks.org
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0STEVEN ZIVOLICH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-03-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0INTEGRATED RESOURCES INSTITUTE
ReturnHeader/Filer/BusinessNameControlTxt0INTE
ReturnHeader/Filer/EIN0330393201
ReturnHeader/Filer/PhoneNum07143377566
ReturnHeader/Filer/USAddress/AddressLine1Txt023172 PLAZA POINTE DRIVE
ReturnHeader/Filer/USAddress/CityNm0LAGUNA HILLS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092653
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Haynie & Company CPAs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04910 Campus Drive
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Newport Beach
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0926602119
ReturnHeader/PreparerPersonGrp/PhoneNum09497241880
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0David T Shomaker
ReturnHeader/ReturnTs02016-03-02T19:25:24-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,426,898
Liabilities
$119,162
Net assets
$1,307,736
Revenue
$2,898,907
Expenses
$2,672,512
Net income
$226,395
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.4$1.67$9.76$12.8$11.9$0.91
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.31$0.76$8.55$10.2$8.42$1.82
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.17$0.48$6.69$7.39$6.38$1.01
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.02$1.16$4.86$5.33$3.91$1.42
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.73$0.95$3.79$5.32$5.07$0.25
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.74$0.17$3.57$4.25$4.23$0.02
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.68$0.19$3.49$4.41$3.83$0.58
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.10$0.14$2.96$4.15$3.44$0.71
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.31$0.14$2.17$3.92$3.03$0.88
2015Detailed filing. Detailed filing data is available for this year.$1.43$0.12$1.31$2.90$2.67$0.23
2014Detailed filing. Detailed filing data is available for this year.$1.20$0.12$1.09$2.52$2.21$0.31
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.74$0.00$0.74$1.66
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.62$0.00$0.62$1.28