Civic Intelligence

Integrated Resources Institute

990 • Fiscal year 2021 • EIN 33-0393201

Jul 01, 2020 to Jun 30, 2021 • Filed on May 16, 2022

Organization ProfileWWW.IRIOC.ORG

View Organization Page

29222 Rancho Viejo Road 122FSan Juan Capistrano, CA 92675

(949) 232-1172

Siviq Scores

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

Liabilities / Assets

59th percentile

0.19x

Higher debt load relative to assets than 59% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

57th percentile

0.22x

Higher debt load relative to revenue than 57% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Net Margin

71st percentile

27%

Higher net margin than 71% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Top Officer Pay

22nd percentile

$0

Higher top officer pay than 22% of similar nonprofits.

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

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Asset Growth

78th percentile

27%

Faster asset growth than 78% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Revenue Growth

31st percentile

0.3%

Faster revenue growth than 31% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$6,024,686

Up $1,290,105 (+27%) from 2020

Net Assets

Up

$4,863,754

Up $1,076,820 (+28%) from 2020

Liabilities

Up

$1,160,932

Up $213,285 (+23%) from 2020

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin71st percentile

Revenue

Up

$5,334,052

Up $15,797 (+0.3%) from 2020

Expenses

Down

$3,909,530

Down $1,161,338 (-23%) from 2020

Net Income

Up

$1,424,522

Up $1,177,135 (+476%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth78th 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

2021

Assets$6,024,686
Liabilities$1,160,932
Net Assets$4,863,754
Open 2021 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

2021

Revenue$5,334,052
Expenses$3,909,530
Net Income$1,424,522
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
May 16, 2022
Return Version
2020v4.0
Gross Receipts
$5,334,052
Mission and Program Overview

Mission

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

Training and education for rehabiliation field and job placement servies for persons with disabilities

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,365,815$5,008,272▲ $2,642,457
Accounts Receivable$589,291$589,291→ $0
Cash and Non-Interest-Bearing Accounts$1,746,919$390,123▼ $1,356,796
Prepaid Expenses and Deferred Charges$32,556$37,000▲ $4,444
Savings and Temporary Cash Investments-$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-
Total Assets$4,734,581$6,024,686▲ $1,290,105
Other Assets Total-$0-
Liabilities
Other Liabilities$765,120$765,120→ $0
Accounts Payable and Accrued Expenses$182,527$246,912▲ $64,385
Mortgage Notes Payable Secured by Investment Property-$148,900-
Total Liabilities$947,647$1,160,932▲ $213,285
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,786,934$4,863,754▲ $1,076,820
Total Net Assets Fund Balance$3,786,934$4,863,754▲ $1,076,820
Total Liabilities and Net Assets / Fund Balance$4,734,581$6,024,686▲ $1,290,105

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings-$1,865$1,865
Compensation and Service Providers
Top Officer Pay22nd percentile

Board Members and Trustees

NameTitle
Steve ZivolichPresident & CEO
Cody ChesterBoard Member
Rex BonnellBoard Member
Jan WeinerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$65,659
Program Service Revenue
$5,161,523
Investment Income
$106,870
Other Revenue
$0
Change in Net Assets
$1,424,522

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,334,052
Total Revenue per Audited Statements
$5,334,052
Total Revenue per Form 990
$5,334,052
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,440,071
Other Expenses$469,459
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,542,880$460,435-$3,003,315
Payroll Taxes$194,750$33,793-$228,543
Other Employee Benefits$131,185$335-$131,520
Current Officers, Directors, Trustees, and Key Employees$38,347$38,346-$76,693
Fees for Services Other$65,710--$65,710
Other Expenses$44,053--$44,053
Occupancy$36,474--$36,474
Office Expenses$6,152--$6,152
Travel$782--$782
Total Functional Expenses$3,376,621$532,909$0$3,909,530

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$3,909,530
Total Expenses per Audited Statements$3,909,530
Total Expenses per Form 990$3,909,530
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
Ppp Refundable Advance$765,120
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
No
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
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

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Integrated Resources Institute
EIN
33-0393201
Phone
9492321172
Address
29222 Rancho Viejo Road 122F, San Juan Capistrano, CA 92675

Signing Officer

Name
Steve Zivolich
Title
President & CEO
Signed
2022-05-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Steve Zivolich
Formed
1994
Legal Domicile
CA
Voting Board Members
3
Independent Board Members
3
Employees
122

Preparer

Firm
YSR CPA Group PC
Address
2529 Foothill Blvd Suite 212, La Crescenta, CA 91214
Preparer
Emin Shahbazian CPA
Phone
8183309752
Raw XML Appendix392 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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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0STEVE ZIVOLICH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President & CEO
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0INTEGRATED RESOURCES INSTITUTE
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ReturnHeader/Filer/PhoneNum09492321172
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0La Crescenta
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091214
ReturnHeader/PreparerPersonGrp/PhoneNum08183309752
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0EMIN SHAHBAZIAN CPA
ReturnHeader/ReturnTs02022-05-16T19:27:55-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0STEVE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ZIVOLICH
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,024,686
Liabilities
$1,160,932
Net assets
$4,863,754
Revenue
$5,334,052
Expenses
$3,909,530
Net income
$1,424,522
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
2021Detailed filing. Detailed filing data is available for this year.$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