Civic Intelligence

Robert Irvine Foundation Inc.

990 • Fiscal year 2023 • EIN 46-5420676

Jan 01, 2023 to Dec 31, 2023 • Filed on Oct 10, 2024

1227 N Franklin StreetTampa, FL 33602

(818) 736-7233

Siviq Scores

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

Liabilities / Assets

62nd percentile

0.14x

Higher debt load relative to assets than 62% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

47th percentile

0.07x

Higher debt load relative to revenue than 47% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

63rd percentile

11%

Higher net margin than 63% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

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.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

87th percentile

41%

Faster asset growth than 87% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

84th percentile

51%

Faster revenue growth than 84% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Assets

Up

$1,942,541

Up $562,538 (+41%) from 2022

Net Assets

Up

$1,661,851

Up $437,488 (+36%) from 2022

Liabilities

Up

$280,690

Up $125,050 (+80%) from 2022

Revenue

Up

$3,893,298

Up $1,320,508 (+51%) from 2022

Expenses

Up

$3,455,810

Up $865,470 (+33%) from 2022

Net Income

Up

$437,488

Up $455,038 (+2593%) from 2022

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

2023

Assets$1,942,541
Liabilities$280,690
Net Assets$1,661,851

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

2023

Revenue$3,893,298
Expenses$3,455,810
Net Income$437,488
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Oct 10, 2024
Return Version
2023v5.0
Gross Receipts
$3,905,633
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

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. Wellness programs our wellness programs support 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 country, and empower them to break through boundaries and fulfill their potential. We provided 9 ibots to wounded heroes and 4 mobility devices to injured veterans to restore mobility and independence. These devices empower our heroes to navigate the challenges of daily life with dignity and h

Balance Sheet Detail
LineBeginningEndChange
Assets
Prepaid Expenses and Deferred Charges$174,055$751,662▲ $577,607
Savings and Temporary Cash Investments-$475,280-
Cash and Non-Interest-Bearing Accounts$1,101,530$368,938▼ $732,592
Pledges and Grants Receivable$87,500$327,500▲ $240,000
Inventories for Sale or Use$16,918$15,931▼ $987
Land, Buildings, and Equipment, Net-$3,230-
Total Assets$1,380,003$1,942,541▲ $562,538
Liabilities
Grants Payable-$180,000-
Accounts Payable and Accrued Expenses$155,640$100,690▼ $54,950
Total Liabilities$155,640$280,690▲ $125,050
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,189,363$1,481,851▲ $292,488
Net Assets With Donor Restrictions$35,000$180,000▲ $145,000
Total Net Assets Fund Balance$1,224,363$1,661,851▲ $437,488
Total Liabilities and Net Assets / Fund Balance$1,380,003$1,942,541▲ $562,538

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$3,230$882$4,112
Compensation and Service Providers

Board Members and Trustees

NameTitle
Robert IrvineBoard Chairm
Judith OtterPresident
Gail KimDirector
Pam SwanDirector
Ramon Colon-lopezDirector
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$157,200
Helm Creative StudioConsulting702 N 3RD ST PMB 918, Philadelphia, PA 19123$106,205
Revenue and Support

Revenue Composition

Contributions and Grants
$3,826,646
Program Service Revenue
$0
Investment Income
$4,702
Other Revenue
$61,950
All Other Contributions
$3,826,646
Change in Net Assets
$437,488

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$929,346
Food Inventory5$59,980
Securities Publicly Traded2$11,349
Total Noncash Contributions12$1,000,675

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,893,298
Total Revenue per Audited Statements
$3,893,298
Total Revenue per Form 990
$3,893,298
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,961,132
Grants and Similar Amounts Paid$1,219,126
Salaries, Compensation, and Employee Benefits$275,552
Total Fundraising Expense$229,126
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$847,799--$847,799
Fees for Services Other$746,096$45,172$53,930$845,198
Travel$424,938$971$51,629$477,538
Office Expenses$302,792$32,549$54,541$389,882
Grants to Domestic Individuals$371,327--$371,327
Other Salaries and Wages$237,670$7,888$7,888$253,446
Fees for Services Accounting-$30,350-$30,350
Information Technology$16,347$3,277$6,310$25,934
Payroll Taxes$18,511$614$614$19,739
Advertising$1,616-$17,586$19,202
Insurance$6,792$424$1,273$8,489
Other Employee Benefits$1,805$281$281$2,367
Depreciation Depletion-$882-$882
Other Expenses$128,522$61$175$61
Total Functional Expenses$3,104,215$122,469$229,126$3,455,810

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$3,455,810
Total Expenses per Audited Statements$3,455,810
Total Expenses per Form 990$3,455,810
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
PSTA SURVIVOR'S FUNDTampa, FL501c3Education Expenses$200,000
Nam-pows IncWatkinsville, GA501c3General Support$100,000
Patriot Resilient Leader InstituteWilmington, NC501c3General Support$75,000
Erie Police Athletic LeagueTampa Bay, FL501c3General Support$53,630
Building Dreams for MarinesSilver Springs, MD501c3General Support$50,000
Special Operations Warrior FoundatiArlington, VA501c3General Support$30,000
Hero Pups IncSalem, NH501c3General Support$25,000
Liberty HouseCamp Pendleton, CA501c19General Support$25,000
Tragedy Assistance Program for SurvMt Vernon, ME501c3General Support$25,000
Challenge Unliminted IncManchester, NH501c3General Support$20,000
Easter Seals Serving Dc Md VaErie, PA501c3General Support$20,000
Feeding Tampa BayNashville, TN501c3General Support$20,000
Vouchers for VeteransArlington, VA-General Support$20,000
Travis Mills FoundationFort Myers, VA501c3General Support$16,133
Allied Forces FoundationNe Leesburg, VA501c3General Support$15,000
American Legion PostArlington, VA501c3General Support$15,000
Uso of MetroHaverhill, MA501c3General Support$12,578
American Veterans CenterNashua, NH501c3General Support$10,000
Gary Sinise FoundationStratham, NH501c3General Support$10,000
Homeland Heroes FoundationHooksett, NH501c3General Support$10,000
Honor Flight New EnglandAndover, MA501c3General Support$10,000
Marine Corps Community ServicesMelbourne, FL501c3General Support$10,000
Navy Supply Corps Foundation IncGilford, NH501c3General Support$10,000
Paws4people IncHarrisburg, PA501c3General Support$10,000
Vets IncRochester, NH-General Support$7,168
Veterans Northeast OutreachSouthlake, TX501c3General Support$6,500
Women in Military Service for Ameri----
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$61,200
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Events$61,200$61,200-$61,200
Total Events$61,200$61,200-$61,200
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$45,875
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 7A

Ramon colon-lopez became a board member as of 12/18/23.

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

Massachusetts, maryland, maine, michigan, minnesota, missouri, mississippi, north carolina, north dakota, new hampshire, new jersey, new mexico, nevada, new york, ohio, oklahoma, oregon, pennsylvania, rhode island, south carolina, tennessee, utah, virginia, washington, wisconsin, 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
Phone
8187367233
Address
1227 N FRANKLIN STREET, TAMPA, FL 33602

Signing Officer

Name
Judith Otter
Title
President
Phone
8187367233
Signed
2024-10-10
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
150

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. Wellness programs our wellness programs support 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 country, and empower them to break through boundaries and fulfill their potential. We provided 9 ibots to wounded heroes and 4 mobility devices to injured veterans to restore mobility and independence. These devices empower our heroes to navigate the challenges of daily life with dignity and help improve their overall mental well-being. We provided 3 trained service dogs to veterans overcoming trauma. These loyal companions provide comfort during times of distress and mitigate symptoms of ptsd and anxiety. We reconnected 2,200 veteran, military families, and gold star families through reuniting the brave. These gatherings provide a safe space for veterans from the same unit to share their stories, process trauma, grieve together, and find solidarity among peers who understand their struggles firsthand. Through the medevac podcast, we interviewed 44 veterans, service members, and civilians. Each person was invited to share their unique experiences of service, injury, recovery, resiliency, success, and failure, helping to reduce the feelings of isolation and the stigma associated with mental health issues. Program 2. 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 40,320+ delicious meals to service members, veterans, first responders, and their families. In 2023, 1 in 5 military families experienced food insecurity. 200+ military families received support for their thanksgiving meal to help during the holiday season and we distributed 1 grant to help combat the ongoing crisis. Program 3. Community programs our community programs build 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 17,860 heroes and their families attended resiliency experiences where we offer opportunities for healing, connection, and personal growth. Our heroes may arrive feeling alone, but they walk away with a renewed sense of family. When robert irvine visits military bases, he brings a sense of home. Beyond creating memorable experiences and sparking joy, robert always makes time for important dialogues about what it means to serve, sharing his insights on food, nutrition, and fitness which in turn inspires service members to persevere through challenges. We visited over 32,730 service members and military families at 17 different military bases. The foundation is raising awareness of the ever-changing needs of our nation's heroes. 334,156+ heroes and civilians attended community education events that informed and inspired communities all across the country. 6 ambassadors curate an outstanding team of veterans, military families, and caregivers to raise awareness about our mission. As foundation representatives, they provide program updates and share their stories at speaking engagements and events. Program 4

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 14,070 0 consulting fees 237,847 3,499 6,683 outside contract services 291,505 27,603 31,823 catering 97,785 0 0 entertainment/talent 20,000 0 7,000 production fees 98,959 0 8,424 total 746,096 45,172 53,930

Financial Statement Notes

Schedule D, Page 3, Part X

The organization follows generally accepted accounting standards relating to the uncertainty of income tax positions. As a result of this adoption management assessed whether there were any uncertain tax positions that may give rise to income tax liabilities and determined that there were no such matters requiring recognition in the accompanying financial statements.

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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. WELLNESS PROGRAMS OUR WELLNESS PROGRAMS SUPPORT 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 COUNTRY, AND EMPOWER THEM TO BREAK THROUGH BOUNDARIES AND FULFILL THEIR POTENTIAL. WE PROVIDED 9 IBOTS TO WOUNDED HEROES AND 4 MOBILITY DEVICES TO INJURED VETERANS TO RESTORE MOBILITY AND INDEPENDENCE. THESE DEVICES EMPOWER OUR HEROES TO NAVIGATE THE CHALLENGES OF DAILY LIFE WITH DIGNITY AND H
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IRS990/ProgSrvcAccomActy3Grp/Desc0EMPOWERMENT AND COMMUNITY PROGRAMS - SEE SCHEDULE O FOR FULL DESCRIPTION
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION FOLLOWS GENERALLY ACCEPTED ACCOUNTING STANDARDS RELATING TO THE UNCERTAINTY OF INCOME TAX POSITIONS. AS A RESULT OF THIS ADOPTION MANAGEMENT ASSESSED WHETHER THERE WERE ANY UNCERTAIN TAX POSITIONS THAT MAY GIVE RISE TO INCOME TAX LIABILITIES AND DETERMINED THAT THERE WERE NO SUCH MATTERS REQUIRING RECOGNITION IN THE ACCOMPANYING FINANCIAL STATEMENTS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
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