Civic Intelligence

Robert Irvine Foundation Inc.

990 • Fiscal year 2022 • EIN 46-5420676

Jan 01, 2022 to Dec 31, 2022 • Filed on Aug 03, 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

59th percentile

0.11x

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

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

45th percentile

0.06x

Higher debt load relative to revenue than 45% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Net Margin

33rd percentile

-0.7%

Higher net margin than 33% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

57th percentile

$75,000

Higher top officer pay than 57% of similar nonprofits.

Top officer pay equals 2.9% of source-year revenue.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Asset Growth

57th percentile

4.1%

Faster asset growth than 57% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

69th percentile

24%

Faster revenue growth than 69% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Assets

Up

$1,380,003

Up $54,909 (+4.1%) from 2021

Net Assets

Down

$1,224,363

Down $17,550 (-1.4%) from 2021

Liabilities

Up

$155,640

Up $72,459 (+87%) from 2021

Revenue

Up

$2,572,790

Up $490,765 (+24%) from 2021

Expenses

Up

$2,590,340

Up $1,183,672 (+84%) from 2021

Net Income

Down

-$17,550

Down $692,907 (-103%) from 2021

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

2022

Assets$1,380,003
Liabilities$155,640
Net Assets$1,224,363

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

2022

Revenue$2,572,790
Expenses$2,590,340
Net Income-$17,550
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Aug 3, 2023
Return Version
2022v5.0
Gross Receipts
$2,586,150
Mission and Program Overview

Mission

The robert irvine foundation is a not-for-profit entity and is tax-exempt under 501(c)(3) of the internal revenue code (irc). The organization 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 community program builds peer support networks for our heroes and their families to uplift one another. New friendships and lasting memories are made through bonding experiences and resiliency-building events. Over 14,540 service members, veterans, first responders, their families, and gold star families attended resiliency experiences which gave them an opportunity to share and bond. Each individual arrived at these experiences alone but walked away with a renewed sense of family. Founder

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$1,007,761$1,101,530▲ $93,769
Prepaid Expenses and Deferred Charges$204,333$174,055▼ $30,278
Pledges and Grants Receivable$113,000$87,500▼ $25,500
Inventories for Sale or Use-$16,918-
Total Assets$1,325,094$1,380,003▲ $54,909
Liabilities
Accounts Payable and Accrued Expenses$78,526$155,640▲ $77,114
Deferred Revenue$3,100--
Other Liabilities$1,555--
Total Liabilities$83,181$155,640▲ $72,459
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,171,913$1,189,363▲ $17,450
Net Assets With Donor Restrictions$70,000$35,000▼ $35,000
Total Net Assets Fund Balance$1,241,913$1,224,363▼ $17,550
Total Liabilities and Net Assets / Fund Balance$1,325,094$1,380,003▲ $54,909
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
David ReidVice PresideFT$75,000$75,000

Board Members and Trustees

NameTitle
Robert IrvineBoard Chairm
Judith OtterPresident
Gail KimDirector
Pam SwanDirector
Scott SonnemakerDirector
Justin LeonardAssistant Tr
David JeffriesCorporate Se
Mark JuneTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Judith Otter Consulting-nonprofitConsulting15 BAY VIEW AVENUE MS, Mattapoisett, MA 02739$157,000
Revenue and Support

Revenue Composition

Contributions and Grants
$2,566,145
Program Service Revenue
$0
Investment Income
$2,478
Other Revenue
$4,167
All Other Contributions
$2,566,145
Change in Net Assets
$-17,550

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 Table5$361,385
Food Inventory2$30,283
Securities Publicly Traded2$7,873
Total Noncash Contributions9$399,541

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,572,790
Total Revenue per Audited Statements
$2,572,790
Total Revenue per Form 990
$2,572,790
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,243,372
Other Expenses$1,218,074
Salaries, Compensation, and Employee Benefits$128,894
Total Fundraising Expense$66,359
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$765,842--$765,842
Fees for Services Other$526,952$47,930$48,860$623,742
Grants to Domestic Orgs$477,530--$477,530
Office Expenses$169,942$25,940$11,479$207,361
Other Salaries and Wages$86,282$29,039$1,779$117,100
Travel$80,512$12,454$1,557$94,523
Advertising$30,938-$1,356$32,294
Fees for Services Accounting-$20,575-$20,575
Information Technology$17,799$758$949$19,506
Payroll Taxes$6,742$2,679$136$9,557
Other Employee Benefits$449$1,788-$2,237
Insurance$1,294$81$243$1,618
Fees for Services Legal-$1,173-$1,173
Other Expenses$175$24,295-$175
All Other Expenses$90--$90
Total Functional Expenses$2,357,269$166,712$66,359$2,590,340

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,590,340
Total Expenses per Audited Statements$2,590,340
Total Expenses per Form 990$2,590,340
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Easter Seals Serving Dc Md VaSilver Springs, MD501c3General Support$50,000
Paws4people IncWilmington, NC501c3General Support$50,000
Military Family Advisory NetworkArlington, VA501c3General Support$30,000
Tragedy Assistance Program for SurvArlington, VA501c3General Support$30,000
Friends of FirefightersBrooklyn, NY501c3General Support$25,000
Gary Sinise FoundationLos Angeles, CA501c3General Support$25,000
Homeland Heroes FoundationSalem, NH501c3General Support$25,000
Liberty HouseManchester, NH501c3General Support$25,000
Veterans Community ProjectKansas City, MO501c3General Support$25,000
Our Community SalutesCherry Hill, NJ501c3General Support$20,000
American Veterans CenterArlington, VA501c3General Support$15,000
Im Able FoundationWyomissing, PA501c3General Support$15,000
Vouchers for VeteransRochester, NH501c3General Support$11,530
Hero Pups IncStratham, NH501c3General Support$11,000
Honor Flight New EnglandHooksett, NH501c3General Support$11,000
The Dan Healy FoundationStratham, NH501c3General Support$11,000
Allied Forces FoundationNe Leesburg, VA501c3General Support$10,000
American Studies CenterArlington, VA501c3General Support$10,000
Building Dreams for MarinesNashua, NH501c3General Support$10,000
Camp ResilienceWest End, NC501c3General Support$10,000
Fort Worth Air Power FoundationFort Worth, TX501c3General Support$10,000
Landstuhl Fisher HouseRockville, MD501c3General Support$10,000
University of Nh Foundation IncDurham, NH501c3General Support$10,000
Veterans Northeast OutreachHaverhill, MA501c3General Support$10,000
World Central Kitchen IncWashington, DC501c3General Support$10,000
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

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
-MembersSupplies, Cos, InvenNo$84,282
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
Yes
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
Yes
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 robert irvine mark june director officer 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 15A

The compensation of the president was determined after the board reviewed comparable data and discussion. The deliberation and decision are documented in the board minutes.

Form 990, Page 6, Part VI, Line 17

Michigan, minnesota, mississippi, new hampshire, new jersey, new mexico, new york, north carolina, north dakota, oregon, pennsylvania, rhode island, south carolina, utah, virginia, west virginia

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
2023-08-03
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
3
Volunteers
110

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 - ORGANIZATION'S MISSION

The robert irvine foundation is a not-for-profit entity and is tax-exempt under 501(c)(3) of the internal revenue code (irc). The organization 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 community program builds peer support networks for our heroes and their families to uplift one another. New friendships and lasting memories are made through bonding experiences and resiliency-building events. Over 14,540 service members, veterans, first responders, their families, and gold star families attended resiliency experiences which gave them an opportunity to share and bond. Each individual arrived at these experiences alone but walked away with a renewed sense of family. Founder, robert irvine and the foundation attended 8 military bases. Beyond having fun, robert makes time for important dialogues on what it means to serve and shares insights on food, nutrition, and fitness. Fewer than 1 in 10 americans serve in the military so the foundation is raising awareness of the ever-changing needs of those who protect our country. 372,840 attended our community education events that inform and inspire communities all across the country. We had 5 ambassadors join a team of veterans, military families, and caregivers to raise awareness and serve as representatives for the foundation. 200+ of our nation's heroes and their families were impacted by our partner program, robert s. Wilson community respite. Program 2 wellness and health programs our wellness program supports the mental and physical well-being of america's injured, wounded, ill, and/or aging heroes and their families. We help heal the visible and invisible wounds they incurred while serving our nation and empower them to break through boundaries and fulfill their potential. We provided 10 life-changing ibots to wounded veterans and 1 freedom mobility all-terrain power wheelchair to injured veterans. These chairs empower veterans, enhance their confidence, and allow them to live fuller lives. We provided 2 trained service dogs to veterans overcoming trauma. These life-saving companions anticipate when their heroes are being triggered by negative thoughts and rush to provide comfort. A career in the military can take a toll on the entire family, affecting their well-being and finances. We supported 3 military families through home renovations to show our appreciation and help ease their everyday life. Program 3 food programs our food programs are personally curated by our founder, robert irvine's career as a veteran, celebrity chef, and long-time supporter of our military and first responder communities. When robert started his career as a cook in the navy, he knew he had found his calling. He witnessed the power of food and its ability to bring people together, nourishing their bodies, mind, and spirit. Through the foundation's breaking bread with heroes program, we served delicious meals to 8,100 service members, veterans, first responders, and their families. In 2021, 1 in 5 military families experienced food insecurity. We brought awareness of this crisis and supported 900 service members & military families through grocery handouts and gift cards. Program 4 financial support military and first responders put their lives on the line every day, which can place strain on their families. When these heroes experience loss, grief, or struggle, we provide scholarships, grants, and support to ease the burdens of financial stress and help them get back on their feet. Through our financial support, we provided 23 community grants to enhance connections, grow impact, and promote hope. 305 gold star families members were impacted by holiday grants. For most, the holidays are a

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

Financial support - see schedule o for full description

Form 990, Part IX, Line 11G

Professional fees 0 12,500 0 consulting fees 2,905 0 0 outside contract services 291,257 35,430 48,860 catering 110,111 0 0 entertainment/talent 34,000 0 0 production fees 88,679 0 0 total 526,952 47,930 48,860

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IRS990/ActivityOrMissionDesc0THE ROBERT IRVINE FOUNDATION IS A NOT-FOR-PROFIT ENTITY AND IS TAX-EXEMPT UNDER 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC). THE ORGANIZATION 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 COMMUNITY PROGRAM BUILDS PEER SUPPORT NETWORKS FOR OUR HEROES AND THEIR FAMILIES TO UPLIFT ONE ANOTHER. NEW FRIENDSHIPS AND LASTING MEMORIES ARE MADE THROUGH BONDING EXPERIENCES AND RESILIENCY-BUILDING EVENTS. OVER 14,540 SERVICE MEMBERS, VETERANS, FIRST RESPONDERS, THEIR FAMILIES, AND GOLD STAR FAMILIES ATTENDED RESILIENCY EXPERIENCES WHICH GAVE THEM AN OPPORTUNITY TO SHARE AND BOND. EACH INDIVIDUAL ARRIVED AT THESE EXPERIENCES ALONE BUT WALKED AWAY WITH A RENEWED SENSE OF FAMILY. FOUNDER
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