Civic Intelligence

Robert Irvine Foundation Inc.

990 • Fiscal year 2021 • EIN 46-5420676

Jan 01, 2021 to Dec 31, 2021 • Filed on Jul 19, 2023

1227 N Franklin StreetTampa, FL 33602

(843) 842-6500

Siviq Scores

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

Liabilities / Assets

49th percentile

0.06x

Higher debt load relative to assets than 49% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

38th percentile

0.04x

Higher debt load relative to revenue than 38% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

76th percentile

32%

Higher net margin than 76% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

95th percentile

129%

Faster asset growth than 95% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

88th percentile

109%

Faster revenue growth than 88% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Assets

Up

$1,325,094

Up $747,303 (+129%) from 2020

Net Assets

Up

$1,241,913

Up $674,122 (+119%) from 2020

Liabilities

Up

$83,181

Up $73,181 (+732%) from 2020

Revenue

Up

$2,082,025

Up $1,085,822 (+109%) from 2020

Expenses

Up

$1,406,668

Up $509,690 (+57%) from 2020

Net Income

Up

$675,357

Up $576,132 (+581%) from 2020

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2015: $4,563Liabilities 2015: $1,214Net Assets 2015: $3,3492015Assets 2016: $3,346Liabilities 2016: $0Net Assets 2016: $3,3462016Assets 2017: $17,080Liabilities 2017: $0Net Assets 2017: $17,0802017Assets 2018: $78,137Liabilities 2018: $0Net Assets 2018: $78,1372018Assets 2019: $471,219Liabilities 2019: $2,653Net Assets 2019: $468,5662019Assets 2020: $577,791Liabilities 2020: $10,000Net Assets 2020: $567,7912020Assets 2021: $1,325,094Liabilities 2021: $83,181Net Assets 2021: $1,241,9132021Assets 2022: $1,380,003Liabilities 2022: $155,640Net Assets 2022: $1,224,3632022Assets 2023: $1,942,541Liabilities 2023: $280,690Net Assets 2023: $1,661,8512023Assets 2024: $2,119,021Liabilities 2024: $241,758Net Assets 2024: $1,877,2632024

Highlighted filing

2021

Assets$1,325,094
Liabilities$83,181
Net Assets$1,241,913

Operations Trend

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2015: $138,734Expenses 2015: $146,385Net Income 2015: -$7,6512015Revenue 2016: $227,247Expenses 2016: $227,251Net Income 2016: -$42016Revenue 2017: $85,064Expenses 2017: $71,330Net Income 2017: $13,7342017Revenue 2018: $295,777Expenses 2018: $234,720Net Income 2018: $61,0572018Revenue 2019: $575,336Expenses 2019: $184,907Net Income 2019: $390,4292019Revenue 2020: $996,203Expenses 2020: $896,978Net Income 2020: $99,2252020Revenue 2021: $2,082,025Expenses 2021: $1,406,668Net Income 2021: $675,3572021Revenue 2022: $2,572,790Expenses 2022: $2,590,340Net Income 2022: -$17,5502022Revenue 2023: $3,893,298Expenses 2023: $3,455,810Net Income 2023: $437,4882023Revenue 2024: $3,848,355Expenses 2024: $3,632,943Net Income 2024: $215,4122024

Highlighted filing

2021

Revenue$2,082,025
Expenses$1,406,668
Net Income$675,357
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Jul 19, 2023
Return Version
2021v4.0
Gross Receipts
$2,086,853
Mission and Program Overview

Mission

The robert irvine foundation supports and strengthens the physical and mental well-being of our service members, veterans, first responders, and their families. We provide these heroes with life-changing opportunities that unlock the potential in their personal and professional lives through food, wellness, community, and financial support. Program 1 empowerment and community programs our empowerment and community programs build peer support networks for our heroes and their loved ones. At our resiliency events, we hosted 1,917 veterans and gold star families where they had an opportunity to share and bond. Robert brought a sense of home when he visited 3,550 service members on military bases. Beyond having fun, he makes time for important dialogue about what it means to serve and shares insights on food, nutrition, and fitness. 965 individuals attended our community education events where we raise awareness about the ever-changing needs of our nation's heroes. These events inform and

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$388,009$1,007,761▲ $619,752
Prepaid Expenses and Deferred Charges$123,512$204,333▲ $80,821
Pledges and Grants Receivable$66,250$113,000▲ $46,750
Other Notes and Loans Receivable, Net$20--
Total Assets$577,791$1,325,094▲ $747,303
Liabilities
Accounts Payable and Accrued Expenses-$78,526-
Unsecured Notes Loans Payable$10,000--
Deferred Revenue-$3,100-
Other Liabilities-$1,555-
Total Liabilities$10,000$83,181▲ $73,181
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$567,791$1,171,913▲ $604,122
Net Assets With Donor Restrictions-$70,000-
Total Net Assets Fund Balance$567,791$1,241,913▲ $674,122
Total Liabilities and Net Assets / Fund Balance$577,791$1,325,094▲ $747,303
Compensation and Service Providers

Board Members and Trustees

NameTitle
Robert IrvineBoard Chairm
Judith OtterPresident
Gail KimDirector
Pam SwanDirector
Scott SonnemakerDirector
Justin LeonardAssistant Tr
David JeffriesCorporate Se
Revenue and Support

Revenue Composition

Contributions and Grants
$2,082,135
Program Service Revenue
$0
Investment Income
$-110
Other Revenue
$0
All Other Contributions
$2,066,510
Change in Net Assets
$675,357

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported Amount
Other Non Cash Contri Table10$259,162
Food Inventory4$29,118
Securities Publicly Traded1$4,828
Total Noncash Contributions15$293,108

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,082,025
Total Revenue per Audited Statements
$2,082,025
Total Revenue per Form 990
$2,082,025
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$733,746
Grants and Similar Amounts Paid$591,866
Total Fundraising Expense$115,000
Salaries, Compensation, and Employee Benefits$81,056
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$424,172--$424,172
Fees for Services Other$268,464$18,000$107,704$394,168
Grants to Domestic Individuals$167,694--$167,694
Travel$149,860$4,013$6,057$159,930
Other Salaries and Wages$75,319--$75,319
Advertising$59,354$62$295$59,711
Office Expenses$35,197$16,388$854$52,439
Fees for Services Legal-$12,100-$12,100
Other Expenses$45,401$8,197-$8,197
Payroll Taxes$5,737--$5,737
Insurance$1,440$270$90$1,800
Total Functional Expenses$1,232,638$59,030$115,000$1,406,668

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,406,668
Total Expenses per Audited Statements$1,406,668
Total Expenses per Form 990$1,406,668
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Folds of HonorTulsa, OK501c3General Support$50,000
Uso of MetroFort Myers, VA501c3General Support$40,000
Warrior Reunion FoundationCockeysville, MD-General Support$40,000
Tragedy Assistance Program for SurvArlington, VA501c3General Support$30,000
Catholic Charities of NhManchester, NH501c3General Support$25,000
Easter Seals Serving Dc Md VaSilver Springs, MD501c3General Support$25,000
Homeland Heroes FoundationSalem, NH501c3General Support$25,000
Landstuhl Fisher HouseRockville, MD501c3General Support$25,000
Massachusetts General HospitalSomerville, MA501c3General Support$25,000
Friends of FirefightersBrooklyn, NY501c3General Support$20,000
Valor Service DogsTampa, FL501c3General Support$20,000
Concussion Legacy FoundationBoston, MA501c3General Support$15,000
Tropicana Las VegasLas Vegas, NV501c3Salute to the Troops$15,000
Freedom Mobility FoundationSouthlake, TX501c3General Support$12,463
Hero Pups IncStratham, NH501c3General Support$10,000
Honor Flight New EnglandHooksett, NH501c3General Support$10,000
Im Able FoundationWyomissing, PA501c3General Support$10,000
Veterans Northeast OutreachHaverhill, MA501c3General Support$10,000
Vouchers for VeteransRochester, NH501c3General Support$6,359
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll Liabilities$1,555
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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, Page 6, Part VI, Line 2

Robert irvine gail kim director director spouses robert irvine justin leonard director director business relationship robert irvine david jeffries director director business relationship

Form 990, Page 6, Part VI, Line 11B

The board of directors reviews the form 990 prior to signing.

Form 990, Page 6, Part VI, Line 12C

Verbal inquiry and communication.

Form 990, Page 6, Part VI, Line 19

Documents made available on website and/or upon request.

Filing and Contact Details

Filer

Filer Name
Robert Irvine Foundation Inc
EIN
46-5420676
Address
1227 N FRANKLIN STREET, TAMPA, FL 33602

Signing Officer

Name
Judith Otter
Title
President
Signed
2023-07-19
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert Irvine
Formed
2014
Legal Domicile
Fl
Voting Board Members
6
Independent Board Members
6
Employees
1
Volunteers
55

Preparer

Firm
Junecpa
Address
99 MAIN STREET, HILTON HEAD ISLAND, SC 29926
Preparer
Mark N June CPA
Phone
8438426500
Supplemental Narrative

Additional Explanations

Form 990, Page 1, Item B

Amend return to correct responses to form 990, part xii, questions 2b and 2c.

FORM 990 - ORGANIZATION'S MISSION

The robert irvine foundation supports and strengthens the physical and mental well-being of our service members, veterans, first responders, and their families. We provide these heroes with life-changing opportunities that unlock the potential in their personal and professional lives through food, wellness, community, and financial support. Program 1 empowerment and community programs our empowerment and community programs build peer support networks for our heroes and their loved ones. At our resiliency events, we hosted 1,917 veterans and gold star families where they had an opportunity to share and bond. Robert brought a sense of home when he visited 3,550 service members on military bases. Beyond having fun, he makes time for important dialogue about what it means to serve and shares insights on food, nutrition, and fitness. 965 individuals attended our community education events where we raise awareness about the ever-changing needs of our nation's heroes. These events inform and inspire local communities to become ongoing supporters of our heroes. Program 2 wellness and health programs our wellness and health programs support the mental and physical well-being of america's injured, wounded, ill, and/or aging heroes and their families. We provided four ibots and two freedom mobility all-terrain power wheelchairs to injured veterans. These mobility devices empower our heroes, give them a newfound sense of confidence, and allow them to live fuller lives. We provided one service dog to a veteran overcoming trauma. These life-saving companions anticipate when their heroes are triggered and rush to provide comfort for their new best friend. A career in the military can affect the entire family's mental well-being and finances. We provided two military families with well-deserved home makeovers to help ease their everyday life. Program 3 food programs our food programs show our heroes love by bringing them together to share the power food has on our bodies, mind, and spirit. Through our breaking bread with heroes, we've served 1,800 of our nation's heroes with delicious meals. We also brought awareness to the food insecurity crisis military families are struggling with. Program 4 financial support our financial support programs are designed to ease the burdens of financial stress when our heroes experience loss, grief, or struggle. We have distributed two scholarships to children of military families to alleviate their financial stress which allowed them to focus on learning and studying. The holiday season can be painful for gold star families grieving their loss. We provided 50 grants to gold star families to keep spirits up and help ring in the new year with optimism.

Form 990, Page 2, Part III, Line 4D

FINANCIAL SUPPORT

Form 990, Part IX, Line 11G

Outside contract services 268,464 18,000 28,200 fundraising event expenses 0 0 79,504 total 268,464 18,000 107,704

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IRS990/MissionDesc0THE ROBERT IRVINE FOUNDATION SUPPORTS AND STRENGTHENS THE PHYSICAL AND MENTAL WELL-BEING OF OUR SERVICE MEMBERS, VETERANS, FIRST RESPONDERS, AND THEIR FAMILIES. WE PROVIDE THESE HEROES WITH LIFE-CHANGING OPPORTUNITIES THAT UNLOCK THE POTENTIAL IN THEIR PERSONAL AND PROFESSIONAL LIVES THROUGH FOOD, WELLNESS, COMMUNITY, AND FINANCIAL SUPPORT. PROGRAM 1 EMPOWERMENT AND COMMUNITY PROGRAMS OUR EMPOWERMENT AND COMMUNITY PROGRAMS BUILD PEER SUPPORT NETWORKS FOR OUR HEROES AND THEIR LOVED ONES. AT OUR RESILIENCY EVENTS, WE HOSTED 1,917 VETERANS AND GOLD STAR FAMILIES WHERE THEY HAD AN OPPORTUNITY TO SHARE AND BOND. ROBERT BROUGHT A SENSE OF HOME WHEN HE VISITED 3,550 SERVICE MEMBERS ON MILITARY BASES. BEYOND HAVING FUN, HE MAKES TIME FOR IMPORTANT DIALOGUE ABOUT WHAT IT MEANS TO SERVE AND SHARES INSIGHTS ON FOOD, NUTRITION, AND FITNESS. 965 INDIVIDUALS ATTENDED OUR COMMUNITY EDUCATION EVENTS WHERE WE RAISE AWARENESS ABOUT THE EVER-CHANGING NEEDS OF OUR NATION'S HEROES. THESE EVENTS INFORM AND
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