Civic Intelligence

Integrated Resources Institute

990 • Fiscal year 2016 • EIN 33-0393201

Jul 01, 2015 to Jun 30, 2016 • Filed on May 10, 2017

Organization Profileirimentorworks.org

View Organization Page

2133 Schaeffer RoadSebastapol, CA 95472

(714) 337-7566

Siviq Scores

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

Liabilities / Assets

43rd percentile

0.06x

Higher debt load relative to assets than 43% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

31st percentile

0.04x

Higher debt load relative to revenue than 31% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

82nd percentile

23%

Higher net margin than 82% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

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.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

93rd percentile

62%

Faster asset growth than 93% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

85th percentile

35%

Faster revenue growth than 85% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Up

$2,312,687

Up $885,789 (+62%) from 2015

Net Assets

Up

$2,172,308

Up $864,572 (+66%) from 2015

Liabilities

Up

$140,379

Up $21,217 (+18%) from 2015

Revenue And Expenses
Liabilities / Revenue31st percentileNet Margin82nd percentile

Revenue

Up

$3,915,633

Up $1,016,726 (+35%) from 2015

Expenses

Up

$3,034,394

Up $361,882 (+14%) from 2015

Net Income

Up

$881,239

Up $654,844 (+289%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth93rd 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

2016

Assets$2,312,687
Liabilities$140,379
Net Assets$2,172,308
Open 2016 Filing

Operations Trend

Revenue Growth85th 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

2016

Revenue$3,915,633
Expenses$3,034,394
Net Income$881,239
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
May 10, 2017
Return Version
2015v3.0
Gross Receipts
$3,915,633
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$1,307,736$2,172,308▲ $864,572
Investments in Publicly Traded Securities$884,426$1,796,472▲ $912,046
Accounts Receivable$231,484$366,105▲ $134,621
Savings and Temporary Cash Investments$309,293$148,415▼ $160,878
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$1,426,898$2,312,687▲ $885,789
Other Assets Total$1,695$1,695→ $0
Liabilities
Accounts Payable and Accrued Expenses$118,511$128,454▲ $9,943
Other Liabilities$651$11,925▲ $11,274
Total Liabilities$119,162$140,379▲ $21,217
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,307,736$2,172,308▲ $864,572
Total Liabilities and Net Assets / Fund Balance$1,426,898$2,312,687▲ $885,789
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
$27
Program Service Revenue
$3,845,218
Investment Income
$70,388
Other Revenue
$0
All Other Contributions
$27
Change in Net Assets
$881,239

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,915,633
Revenue Not Reported on Form 990
$-16,667
Total Revenue per Audited Statements
$3,898,966
Total Revenue per Form 990
$3,915,633
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,379,577
Other Expenses$654,817
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,099,529$110,502-$2,210,031
Travel$351,793--$351,793
Payroll Taxes$161,069$8,477-$169,546
Insurance$20,127--$20,127
Fees for Services Accounting-$16,500-$16,500
Occupancy$3,367$10,099-$13,466
Other Expenses$26,205$10,371-$10,371
Office Expenses$789$7,104-$7,893
Fees for Services Legal-$700-$700
All Other Expenses$-15,884$105-$-15,779
Total Functional Expenses$2,863,177$171,217$0$3,034,394

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$3,034,644
Expenses per Audited Statements$3,034,394
Total Expenses per Form 990$3,034,394
Expenses Not Reported on Form 990$250
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$11,925
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
2133 SCHAEFFER ROAD, SEBASTAPOL, CA 95472

Signing Officer

Name
Steven Zivolich
Title
Executive Director
Signed
2017-05-10
Discuss with paid preparer
Yes

Organization Details

Formed
1990
Legal Domicile
CA
Voting Board Members
3
Independent Board Members
3
Employees
122

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 $250”

Raw XML Appendix398 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/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt058102
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt050733
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt016847
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt020064
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0216134
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt010458
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt010458
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt070388
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt058102
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt050733
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt016847
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt020064
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0216134
IRS990ScheduleA/InvestmentIncomeCYPct00.01710
IRS990ScheduleA/InvestmentIncomePYPct00.01620
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.98290
IRS990ScheduleA/PublicSupportPY509Pct00.98380
IRS990ScheduleA/PublicSupportTotal509Amt012391963
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt03845218
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt02840805
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt02473656
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt01770863
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt01461421
IRS990ScheduleA/Total509Grp/TotalAmt012391963
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt03915606
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt02898907
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt02524389
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt01787710
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt01481485
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt012608097
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesNotReportedAmt0250
IRS990ScheduleD/ExpensesSubtotalAmt03034394
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-16667
IRS990ScheduleD/OtherExpensesIncludedAmt0250
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt011925
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CITI CREDIT CARD
IRS990ScheduleD/RevenueNotReportedAmt0-16667
IRS990ScheduleD/RevenueSubtotalAmt03915633
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0DEPRECIATION ADJUSTMENT $250
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part XII, Line 2d: Other expenses and losses per audited F/S
IRS990ScheduleD/TotalExpensesPerForm990Amt03034394
IRS990ScheduleD/TotalLiabilityAmt011925
IRS990ScheduleD/TotalRevenuePerForm990Amt03915633
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt03898966
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt03034644
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/TotalAssetsBOYAmt01426898
IRS990/TotalAssetsEOYAmt02312687
IRS990/TotalAssetsGrp/BOYAmt01426898
IRS990/TotalAssetsGrp/EOYAmt02312687
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt027
IRS990/TotalEmployeeCnt0122
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0171217
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt02863177
IRS990/TotalFunctionalExpensesGrp/TotalAmt03034394
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0119162
IRS990/TotalLiabilitiesEOYAmt0140379
IRS990/TotalLiabilitiesGrp/BOYAmt0119162
IRS990/TotalLiabilitiesGrp/EOYAmt0140379
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01307736
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02172308
IRS990/TotalProgramServiceExpensesAmt02863177
IRS990/TotalProgramServiceRevenueAmt03845218
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt03915606
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt03915633
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01426898
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02312687
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/ProgramServicesAmt0351793
IRS990/TravelGrp/TotalAmt0351793
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0irimentorworks.org
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0STEVEN ZIVOLICH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0INTEGRATED RESOURCES INSTITUTE
ReturnHeader/Filer/BusinessNameControlTxt0INTE
ReturnHeader/Filer/EIN0330393201
ReturnHeader/Filer/PhoneNum07143377566
ReturnHeader/Filer/USAddress/AddressLine1Txt02133 SCHAEFFER ROAD
ReturnHeader/Filer/USAddress/CityNm0SEBASTAPOL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095472
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/ReturnTs02017-05-10T14:54:09-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,312,687
Liabilities
$140,379
Net assets
$2,172,308
Revenue
$3,915,633
Expenses
$3,034,394
Net income
$881,239
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
2016Detailed filing. Detailed filing data is available for this year.$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