Civic Intelligence

Institute of Internal Auditors San Antonio

EIN 74-1867971 • 501(c)6 • San Antonio, TX

Profile

We offer opportunity for continuing education and leadership related to the internal audit profession

PO Box 171162San Antonio, TX 78217

www.theiia.org/en/chapters/united-states/texas/san-antonio

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

49th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)6 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

51st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)6 • <$500k nonprofits • Source year 2025

Net Margin

15th percentile

-34%

Higher net margin than 15% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2025

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

501(c)6 • <$500k nonprofits • Source year 2025

Asset Growth

27th percentile

-19%

Faster asset growth than 27% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

87th percentile

39%

Faster revenue growth than 87% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets49th percentile

Assets

Down

$148,156

Down $34,851 (-19%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$148,156

Down $34,851 (-19%) from 2024

Operations
Liabilities / Revenue51st percentileNet Margin15th percentile

Revenue

Up

$103,039

Up $28,798 (+39%) from 2024

Expenses

Up

$137,890

Up $26,400 (+24%) from 2024

Net Income

Up

-$34,851

Up $2,398 (+6.4%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth27th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300K$200K$100K$0Assets 2011: $42,137Liabilities 2011: $02011Assets 2012: $43,317Liabilities 2012: $02012Assets 2013: $45,652Liabilities 2013: $02013Assets 2014: $46,157Liabilities 2014: $02014Assets 2015: $53,427Liabilities 2015: $02015Assets 2016: $62,085Net Assets 2016: $62,0852016Assets 2017: $89,682Liabilities 2017: $02017Assets 2018: $110,069Liabilities 2018: $0Net Assets 2018: $110,0702018Assets 2019: $72,100Liabilities 2019: $0Net Assets 2019: $72,1002019Assets 2020: $124,843Liabilities 2020: $02020Assets 2021: $159,578Liabilities 2021: $02021Assets 2022: $189,624Liabilities 2022: $0Net Assets 2022: $189,6242022Assets 2023: $220,256Liabilities 2023: $0Net Assets 2023: $220,2562023Assets 2024: $183,007Liabilities 2024: $0Net Assets 2024: $183,0072024Assets 2025: $148,156Liabilities 2025: $0Net Assets 2025: $148,1562025

Highlighted filing

2025

Assets$148,156
Liabilities$0
Net Assets$148,156
Open 2025 Filing

Operations Trend

Revenue Growth87th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200K$100K$0-$100KRevenue 2011: $67,825Expenses 2011: $59,456Net Income 2011: $8,3692011Revenue 2012: $57,840Expenses 2012: $56,660Net Income 2012: $1,1802012Revenue 2013: $72,909Expenses 2013: $70,574Net Income 2013: $2,3352013Revenue 2014: $65,465Expenses 2014: $64,960Net Income 2014: $5052014Revenue 2015: $130,080Expenses 2015: $122,809Net Income 2015: $7,2712015Revenue 2016: $133,905Expenses 2016: $125,248Net Income 2016: $8,6572016Revenue 2017: $189,556Expenses 2017: $161,959Net Income 2017: $27,5972017Revenue 2018: $181,834Expenses 2018: $161,446Net Income 2018: $20,3882018Revenue 2019: $153,047Expenses 2019: $191,017Net Income 2019: -$37,9702019Revenue 2020: $126,810Expenses 2020: $74,066Net Income 2020: $52,7442020Revenue 2021: $24,526Expenses 2021: -$10,208Net Income 2021: $34,7342021Revenue 2022: $86,938Expenses 2022: $56,891Net Income 2022: $30,0472022Revenue 2023: $106,349Expenses 2023: $75,703Net Income 2023: $30,6462023Revenue 2024: $74,241Expenses 2024: $111,490Net Income 2024: -$37,2492024Revenue 2025: $103,039Expenses 2025: $137,890Net Income 2025: -$34,8512025

Highlighted filing

2025

Revenue$103,039
Expenses$137,890
Net Income-$34,851
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$148,156
Liabilities
$0
Net assets
$148,156
Revenue
$103,039
Expenses
$137,890
Net income
-$34,851
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.48$0.00$1.48$1.03$1.38$0.35
2024Detailed filing. Detailed filing data is available for this year.$1.83$0.00$1.83$0.74$1.11$0.37
2023Detailed filing. Detailed filing data is available for this year.$2.20$0.00$2.20$1.06$0.76$0.31
2022Detailed filing. Detailed filing data is available for this year.$1.90$0.00$1.90$0.87$0.57$0.30
2021Summary only. Only limited summary data is available for this year.$1.60$0.00$0.25$0.10$0.35
2020Summary only. Only limited summary data is available for this year.$1.25$0.00$1.27$0.74$0.53
2019Detailed filing. Detailed filing data is available for this year.$0.72$0.00$0.72$1.53$1.91$0.38
2018Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$1.82$1.61$0.20
2017Summary only. Only limited summary data is available for this year.$0.90$0.00$1.90$1.62$0.28
2016Detailed filing. Detailed filing data is available for this year.$0.62$0.62$1.34$1.25$0.09
2015Summary only. Only limited summary data is available for this year.$0.53$0.00$1.30$1.23$0.07
2014Summary only. Only limited summary data is available for this year.$0.46$0.00$0.65$0.65$0.01
2013Summary only. Only limited summary data is available for this year.$0.46$0.00$0.73$0.71$0.02
2012Summary only. Only limited summary data is available for this year.$0.43$0.00$0.58$0.57$0.01
2011Summary only. Only limited summary data is available for this year.$0.42$0.00$0.68$0.59$0.08
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jun 1, 2024 to May 31, 2025
Signed
Oct 14, 2025
Return Version
2024v5.0
Gross Receipts
$103,039
Mission and Program Overview

Mission

We offer opportunities for continuing professional education CPE credit at an affordable price to our members

We offer opportunity for continuing education and leadership related to the internal audit profession

Program Services

DescriptionGrantsExpenses
0--
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Alejandro CasanovaPresidentPT$0--
Linden ReedPresident ElectPT$0--
Marissa NicholasTreasurerPT$0--
Allison SchlegelProgram ChairPT$0--
Mario CanalesSecretaryPT$0--
Tacora MitchellMembership ChairPT$0--
Alexandra DayCertification ChairPT$0--
Krista HarrisChief Technology OfficerPT$0--
Antonio RamseyChapter Advocacy ChairPT$0--
Larry WallisGovernor-$0--
Glenn ProchnowGovernor-$0--
Kevin BartholdGovernor-$0--
Stacey IsenbergGovernor-$0--
Melissa GarrettGovernor-$0--
Christina BaumgardnerGovernor-$0--
Filing and Contact Details

Filer

Filer Name
Institute of Internal Auditors
EIN
74-1867971
Phone
0000000000
Address
PO BOX 171162, SAN ANTONIO, TX 78217

Signing Officer

Name
Marissa Nicholas
Title
0
Phone
0000000000
Signed
2025-10-14
Supplemental Narrative

Additional Explanations

Schedule O:

“Other Revenue contains revenue for marketing another related conference. Other Expenses contains expenses for the Board, bank/PayPal fees, software licenses/fees, and travel costs.”

Raw XML Appendix189 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.

Path#Value
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IRS990EZ/BenefitsPaidToOrForMembersAmt00
IRS990EZ/BooksInCareOfDetail/PersonNm0Marissa Nicholas
IRS990EZ/BooksInCareOfDetail/PhoneNum02103867041
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt015658 Robin Ridge
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0San Antonio
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd078248
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0183007
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0148156
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-34851
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0119844
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0183007
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0148156
IRS990EZ/FundraisingGrossIncomeAmt00
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IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt0103039
IRS990EZ/GrossSalesOfInventoryAmt00
IRS990EZ/InvestmentIncomeAmt04170
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt06839
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0183007
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0148156
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0183007
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0148156
IRS990EZ/OccupancyRentUtltsAndMaintAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt120
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt130
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt140
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt100
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt140
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Alejandro Casanova
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Linden Reed
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Marissa Nicholas
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Allison Schlegel
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Mario Canales
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Tacora Mitchell
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Alexandra Day
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Krista Harris
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Antonio Ramsey
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Larry Wallis
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10Glenn Prochnow
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11Kevin Barthold
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm12Stacey Isenberg
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm13Melissa Garrett
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm14Christina Baumgardner
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President Elect
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Program Chair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Membership Chair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Certification Chair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Chief Technology Officer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Chapter Advocacy Chair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Governor
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10Governor
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11Governor
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12Governor
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt13Governor
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt14Governor
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt018047
IRS990EZ/OtherRevenueTotalAmt0100
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0We offer opportunity for continuing education and leadership related to the internal audit profession
IRS990EZ/PrintingPublicationsPostageAmt00
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IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0137890
IRS990EZ/TotalProgramServiceExpensesAmt00
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IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Other Revenue contains revenue for marketing another related conference. Other Expenses contains expenses for the Board, bank/PayPal fees, software licenses/fees, and travel costs.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule O:
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Marissa Nicholas
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt00
ReturnHeader/BusinessOfficerGrp/PhoneNum00000000000
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0INSTITUTE OF INTERNAL AUDITORS
ReturnHeader/Filer/BusinessNameControlTxt0INST
ReturnHeader/Filer/EIN0741867971
ReturnHeader/Filer/PhoneNum00000000000
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 171162
ReturnHeader/Filer/USAddress/CityNm0SAN ANTONIO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd078217
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/ReturnTs02025-10-14T23:30:02Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-06-01
ReturnHeader/TaxPeriodEndDt02025-05-31
ReturnHeader/TaxYr02024

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