Civic Intelligence

Integrated Resources Institute

990 • Fiscal year 2019 • EIN 33-0393201

Jul 01, 2018 to Jun 30, 2019 • Filed on Apr 14, 2020

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.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

36th percentile

0.04x

Higher debt load relative to revenue than 36% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

41st percentile

0.4%

Higher net margin than 41% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

36th percentile

$0

Higher top officer pay than 36% of similar nonprofits.

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

46th percentile

1.7%

Faster asset growth than 46% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

31st percentile

-3.7%

Faster revenue growth than 31% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Up

$3,740,225

Up $63,122 (+1.7%) from 2018

Net Assets

Up

$3,565,358

Up $78,219 (+2.2%) from 2018

Liabilities

Down

$174,867

Down $15,097 (-7.9%) from 2018

Revenue And Expenses
Liabilities / Revenue36th percentileNet Margin41st percentile

Revenue

Down

$4,246,105

Down $165,057 (-3.7%) from 2018

Expenses

Up

$4,228,404

Up $396,347 (+10%) from 2018

Net Income

Down

$17,701

Down $561,404 (-97%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth46th 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

2019

Assets$3,740,225
Liabilities$174,867
Net Assets$3,565,358
Open 2019 Filing

Operations Trend

Revenue Growth31st 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

2019

Revenue$4,246,105
Expenses$4,228,404
Net Income$17,701
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Apr 14, 2020
Return Version
2018v3.1
Gross Receipts
$4,246,105
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$3,487,139$3,565,358▲ $78,219
Investments in Publicly Traded Securities$2,390,591$1,507,765▼ $882,826
Savings and Temporary Cash Investments$759,726$999,636▲ $239,910
Investments Other Securities$61,977$808,979▲ $747,002
Accounts Receivable$463,114$422,150▼ $40,964
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$3,677,103$3,740,225▲ $63,122
Other Assets Total$1,695$1,695→ $0
Liabilities
Accounts Payable and Accrued Expenses$173,093$174,386▲ $1,293
Other Liabilities$16,871$481▼ $16,390
Total Liabilities$189,964$174,867▼ $15,097
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,487,139$3,565,358▲ $78,219
Total Liabilities and Net Assets / Fund Balance$3,677,103$3,740,225▲ $63,122
Compensation and Service Providers
Top Officer Pay36th percentile

Board Members and Trustees

NameTitle
Steven ZivolichExecutive Direc
Dan FowlerSecretary
Rex BonnellTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$157
Program Service Revenue
$4,132,179
Investment Income
$113,769
Other Revenue
$0
All Other Contributions
$157
Change in Net Assets
$17,701

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,246,105
Revenue Not Reported on Form 990
$60,518
Total Revenue per Audited Statements
$4,306,623
Total Revenue per Form 990
$4,246,105
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$4,122,854
Other Expenses$105,550
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$3,803,982$200,210-$4,004,192
Payroll Taxes$112,729$5,933-$118,662
Fees for Services Accounting-$26,600-$26,600
Occupancy$5,131$15,393-$20,524
Insurance$18,911--$18,911
Office Expenses$527$4,746-$5,273
Travel$2,328--$2,328
Other Expenses$655$19,494-$655
Fees for Services Other-$629-$629
All Other Expenses$-12,232--$-12,232
Total Functional Expenses$3,955,399$273,005$0$4,228,404

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$4,228,404
Total Expenses per Audited Statements$4,228,404
Total Expenses per Form 990$4,228,404
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$481
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
2020-04-14
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
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/CurrentTaxYearMinus3YearsAmt070388
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt058102
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0634283
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0113769
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0253380
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0138644
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt070388
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt058102
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0634283
IRS990ScheduleA/InvestmentIncomeCYPct00.03240
IRS990ScheduleA/InvestmentIncomePYPct00.03200
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.96760
IRS990ScheduleA/PublicSupportPY509Pct00.96800
IRS990ScheduleA/PublicSupportTotal509Amt018964981
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt04132179
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt04136240
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt04010539
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt03845218
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt02840805
IRS990ScheduleA/Total509Grp/TotalAmt018964981
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt04245948
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt04389620
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt04149183
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt03915606
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt02898907
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt019599264
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesSubtotalAmt04228404
IRS990ScheduleD/NetUnrealizedGainsInvstAmt060518
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0481
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CITI CREDIT CARD
IRS990ScheduleD/RevenueNotReportedAmt060518
IRS990ScheduleD/RevenueSubtotalAmt04246105
IRS990ScheduleD/TotalBookValueSecuritiesAmt0808979
IRS990ScheduleD/TotalExpensesPerForm990Amt04228404
IRS990ScheduleD/TotalLiabilityAmt0481
IRS990ScheduleD/TotalRevenuePerForm990Amt04246105
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt04306623
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt04228404
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/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt03677103
IRS990/TotalAssetsEOYAmt03740225
IRS990/TotalAssetsGrp/BOYAmt03677103
IRS990/TotalAssetsGrp/EOYAmt03740225
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0157
IRS990/TotalEmployeeCnt0122
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0273005
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt03955399
IRS990/TotalFunctionalExpensesGrp/TotalAmt04228404
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0189964
IRS990/TotalLiabilitiesEOYAmt0174867
IRS990/TotalLiabilitiesGrp/BOYAmt0189964
IRS990/TotalLiabilitiesGrp/EOYAmt0174867
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03487139
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt03565358
IRS990/TotalProgramServiceExpensesAmt03955399
IRS990/TotalProgramServiceRevenueAmt04132179
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt04245948
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt04246105
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03677103
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03740225
IRS990/TravelGrp/ProgramServicesAmt02328
IRS990/TravelGrp/TotalAmt02328
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/USAddress/AddressLine1Txt02133 SCHAEFFER ROAD
IRS990/USAddress/CityNm0SEBASTAPOL
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd095472
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0irimentorworks.org
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0STEVEN ZIVOLICH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-04-14
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/ReturnTs02020-04-14T14:04:55-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,740,225
Liabilities
$174,867
Net assets
$3,565,358
Revenue
$4,246,105
Expenses
$4,228,404
Net income
$17,701
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
2019Detailed filing. Detailed filing data is available for this year.$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