Civic Intelligence

Integrated Resources Institute

990 • Fiscal year 2018 • EIN 33-0393201

Jul 01, 2017 to Jun 30, 2018 • Filed on May 06, 2019

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

0.05x

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

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

35th percentile

0.04x

Higher debt load relative to revenue than 35% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

70th percentile

13%

Higher net margin than 70% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

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.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

81st percentile

19%

Faster asset growth than 81% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

56th percentile

6.3%

Faster revenue growth than 56% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Up

$3,677,103

Up $577,843 (+19%) from 2017

Net Assets

Up

$3,487,139

Up $523,474 (+18%) from 2017

Liabilities

Up

$189,964

Up $54,369 (+40%) from 2017

Revenue And Expenses
Liabilities / Revenue35th percentileNet Margin70th percentile

Revenue

Up

$4,411,162

Up $261,927 (+6.3%) from 2017

Expenses

Up

$3,832,057

Up $391,734 (+11%) from 2017

Net Income

Down

$579,105

Down $129,807 (-18%) from 2017

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

2018

Assets$3,677,103
Liabilities$189,964
Net Assets$3,487,139
Open 2018 Filing

Operations Trend

Revenue Growth56th 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

2018

Revenue$4,411,162
Expenses$3,832,057
Net Income$579,105
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
May 6, 2019
Return Version
2017v2.2
Gross Receipts
$4,411,162
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$2,963,665$3,487,139▲ $523,474
Investments in Publicly Traded Securities$2,391,114$2,390,591▼ $523
Savings and Temporary Cash Investments$177,259$759,726▲ $582,467
Accounts Receivable$349,263$463,114▲ $113,851
Investments Other Securities$179,929$61,977▼ $117,952
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 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$3,099,260$3,677,103▲ $577,843
Other Assets Total$1,695$1,695→ $0
Liabilities
Accounts Payable and Accrued Expenses$134,218$173,093▲ $38,875
Other Liabilities$1,377$16,871▲ $15,494
Total Liabilities$135,595$189,964▲ $54,369
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,963,665$3,487,139▲ $523,474
Total Liabilities and Net Assets / Fund Balance$3,099,260$3,677,103▲ $577,843
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
$21,542
Program Service Revenue
$4,136,240
Investment Income
$253,380
Other Revenue
$0
All Other Contributions
$21,542
Change in Net Assets
$579,105

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,411,162
Revenue Not Reported on Form 990
$-55,631
Total Revenue per Audited Statements
$4,355,531
Total Revenue per Form 990
$4,411,162
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,241,213
Other Expenses$590,844
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,877,519$151,448-$3,028,967
Travel$298,576--$298,576
Payroll Taxes$201,634$10,612-$212,246
All Other Expenses$24,835--$24,835
Fees for Services Accounting-$18,000-$18,000
Occupancy$4,349$13,045-$17,394
Insurance$16,744--$16,744
Other Expenses$18,480$15,309-$15,309
Office Expenses$628$5,653-$6,281
Fees for Services Legal-$20-$20
Total Functional Expenses$3,612,951$219,106$0$3,832,057

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$3,832,173
Expenses per Audited Statements$3,832,057
Total Expenses per Form 990$3,832,057
Expenses Not Reported on Form 990$116
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$16,871
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
2019-05-06
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 $116”

Raw XML Appendix396 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.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0134218
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0173093
IRS990/AccountsReceivableGrp/BOYAmt0349263
IRS990/AccountsReceivableGrp/EOYAmt0463114
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0CONSULTING AND EDUCATION FOR REHABILIATION FIELD AND JOB PLACEMENT SERVICES FOR PERSONS WITH DISABILITIES
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllAffiliatesIncludedInd0false
IRS990/AllOtherContributionsAmt021542
IRS990/AllOtherExpensesGrp/ProgramServicesAmt024835
IRS990/AllOtherExpensesGrp/TotalAmt024835
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0false
IRS990/BackupWthldComplianceInd0false
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0STEVEN ZIVOLICH
IRS990/BooksInCareOfDetail/PhoneNum07143377566
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt02133 SCHAEFFER ROAD
IRS990/BooksInCareOfDetail/USAddress/CityNm0SEBASTAPOL
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd095472
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/EOYAmt00
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt021542
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0253380
IRS990/CYOtherExpensesAmt0590844
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt04136240
IRS990/CYRevenuesLessExpensesAmt0579105
IRS990/CYSalariesCompEmpBnftPaidAmt03241213
IRS990/CYTotalExpensesAmt03832057
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt04411162
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0PROVIDE EMPLOYMENT DEVELOPMENT AND PLACEMENT FOR DISABLED ADULTS.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt0122
IRS990/EmploymentTaxReturnsFiledInd0false
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountInd0false
IRS990/ExpenseAmt03612951
IRS990/FamilyOrBusinessRlnInd0true
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt018000
IRS990/FeesForServicesAccountingGrp/TotalAmt018000
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt020
IRS990/FeesForServicesLegalGrp/TotalAmt020
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt05.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt15.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt25.00
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/PersonNm0DAN FOWLER
IRS990/Form990PartVIISectionAGrp/PersonNm1REX BONNELL
IRS990/Form990PartVIISectionAGrp/PersonNm2STEVEN ZIVOLICH
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/TitleTxt0Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt1Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt2Executive Direc
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/Form990TFiledInd0false
IRS990/FormationYr01990
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt0183123
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0183123
IRS990/GrossReceiptsAmt04411162
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt03
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/ProgramServicesAmt016744
IRS990/InsuranceGrp/TotalAmt016744
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt070257
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt070257
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0179929
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt061977
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt02391114
IRS990/InvestmentsPubTradedSecGrp/EOYAmt02390591
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0CA
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0CONSULTING AND EDUCATION FOR REHABILIATION FIELD AND JOB PLACEMENT SERVICES FOR PERSONS WITH DISABILITIES
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt02963665
IRS990/NetAssetsOrFundBalancesEOYAmt03487139
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0183123
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0183123
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-55631
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt013045
IRS990/OccupancyGrp/ProgramServicesAmt04349
IRS990/OccupancyGrp/TotalAmt017394
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt05653
IRS990/OfficeExpensesGrp/ProgramServicesAmt0628
IRS990/OfficeExpensesGrp/TotalAmt06281
IRS990/OfficerMailingAddressInd0true
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/BOYAmt01695
IRS990/OtherAssetsTotalGrp/EOYAmt01695
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0WORKERS COMP
IRS990/OtherExpensesGrp/Desc1HEALTH INSURANCE
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc3TECHNOLOGY
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt05019
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt115309
IRS990/OtherExpensesGrp/ProgramServicesAmt095365
IRS990/OtherExpensesGrp/ProgramServicesAmt174821
IRS990/OtherExpensesGrp/ProgramServicesAmt218480
IRS990/OtherExpensesGrp/TotalAmt0100384
IRS990/OtherExpensesGrp/TotalAmt174821
IRS990/OtherExpensesGrp/TotalAmt218480
IRS990/OtherExpensesGrp/TotalAmt315309
IRS990/OtherLiabilitiesGrp/BOYAmt01377
IRS990/OtherLiabilitiesGrp/EOYAmt016871
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0151448
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt02877519
IRS990/OtherSalariesAndWagesGrp/TotalAmt03028967
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt010612
IRS990/PayrollTaxesGrp/ProgramServicesAmt0201634
IRS990/PayrollTaxesGrp/TotalAmt0212246
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0PROGRAM FOR DISABLED
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt04136240
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt04136240
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt052
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0138644
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0707965
IRS990/PYProgramServiceRevenueAmt04010539
IRS990/PYRevenuesLessExpensesAmt0708912
IRS990/PYSalariesCompEmpBnftPaidAmt02732358
IRS990/PYTotalExpensesAmt03440323
IRS990/PYTotalRevenueAmt04149235
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0579105
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt02963665
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt03487139
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0177259
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0759726
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt04136240
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt04010539
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt03845218
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt02840805
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt02473656
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt017306458
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0253380
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0138644
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt070388
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt058102
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt050733
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0571247
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0253380
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0138644
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt070388
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt058102
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt050733
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0571247
IRS990ScheduleA/InvestmentIncomeCYPct00.03200
IRS990ScheduleA/InvestmentIncomePYPct00.01710
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.96800
IRS990ScheduleA/PublicSupportPY509Pct00.97810
IRS990ScheduleA/PublicSupportTotal509Amt017306458
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt04136240
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt04010539
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt03845218
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt02840805
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt02473656
IRS990ScheduleA/Total509Grp/TotalAmt017306458
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt04389620
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt04149183
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt03915606
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt02898907
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt02524389
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt017877705
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesNotReportedAmt0116
IRS990ScheduleD/ExpensesSubtotalAmt03832057
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-55631
IRS990ScheduleD/OtherExpensesIncludedAmt0116
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt016871
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CITI CREDIT CARD
IRS990ScheduleD/RevenueNotReportedAmt0-55631
IRS990ScheduleD/RevenueSubtotalAmt04411162
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0DEPRECIATION ADJUSTMENT $116
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part XII, Line 2d: Other expenses and losses per audited F/S
IRS990ScheduleD/TotalExpensesPerForm990Amt03832057
IRS990ScheduleD/TotalLiabilityAmt016871
IRS990ScheduleD/TotalRevenuePerForm990Amt04411162
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt04355531
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt03832173
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/TotalAssetsBOYAmt03099260
IRS990/TotalAssetsEOYAmt03677103
IRS990/TotalAssetsGrp/BOYAmt03099260
IRS990/TotalAssetsGrp/EOYAmt03677103
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt021542
IRS990/TotalEmployeeCnt0122
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0219106
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt03612951
IRS990/TotalFunctionalExpensesGrp/TotalAmt03832057
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0135595
IRS990/TotalLiabilitiesEOYAmt0189964
IRS990/TotalLiabilitiesGrp/BOYAmt0135595
IRS990/TotalLiabilitiesGrp/EOYAmt0189964
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02963665
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt03487139
IRS990/TotalProgramServiceExpensesAmt03612951
IRS990/TotalProgramServiceRevenueAmt04136240
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt04389620
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt04411162
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03099260
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03677103
IRS990/TravelGrp/ProgramServicesAmt0298576
IRS990/TravelGrp/TotalAmt0298576
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0irimentorworks.org
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0STEVEN ZIVOLICH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-06
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/PreparerFirmEIN0330541034
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/ReturnTs02019-05-06T15:49:39-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,677,103
Liabilities
$189,964
Net assets
$3,487,139
Revenue
$4,411,162
Expenses
$3,832,057
Net income
$579,105
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
2018Detailed filing. Detailed filing data is available for this year.$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