Civic Intelligence

Iea Research & Education Foundation

990EZ • Fiscal year 2017 • EIN 81-1925084

Jan 01, 2017 to Dec 31, 2017 • Filed on Sep 18, 2018

Organization Profileiea-sd.com
1330 Orange AvenueCoronado, CA 92118

(619) 922-7200

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

Higher debt load relative to assets than 58% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

63rd percentile

0.01x

Higher debt load relative to revenue than 63% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

94th percentile

62%

Higher net margin than 94% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

69th percentile

16%

Faster asset growth than 69% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

4th percentile

-78%

Faster revenue growth than 4% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$11,811

Up $1,669 (+16%) from 2016

Net Assets

Up

$11,781

Up $2,139 (+22%) from 2016

Liabilities

Down

$30

Down $470 (-94%) from 2016

Revenue And Expenses
Liabilities / Revenue63rd percentileNet Margin94th percentile

Revenue

Down

$3,451

Down $12,239 (-78%) from 2016

Expenses

Down

$1,312

Down $4,736 (-78%) from 2016

Net Income

Down

$2,139

Down $7,503 (-78%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth69th percentile

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

$30K$20K$10K$0Assets 2015: $1Liabilities 2015: $02015Assets 2016: $10,142Liabilities 2016: $500Net Assets 2016: $9,6422016Assets 2017: $11,811Liabilities 2017: $30Net Assets 2017: $11,7812017Assets 2018: $21,303Liabilities 2018: $0Net Assets 2018: $21,3032018Assets 2019: $19,340Liabilities 2019: $0Net Assets 2019: $19,3402019Assets 2020: $16,516Liabilities 2020: $0Net Assets 2020: $16,5162020Assets 2021: $9,938Liabilities 2021: $0Net Assets 2021: $9,9382021Assets 2022: $1,871Liabilities 2022: $0Net Assets 2022: $1,8712022Assets 2023: $1,096Liabilities 2023: $0Net Assets 2023: $1,0962023Assets 2024: $2,342Net Assets 2024: $2,3422024Assets 2025: $251Liabilities 2025: $104Net Assets 2025: $1472025

Highlighted filing

2017

Assets$11,811
Liabilities$30
Net Assets$11,781
Open 2017 Filing

Operations Trend

Revenue Growth4th percentile

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

$20K$10K$0-$10KRevenue 2015: $0Expenses 2015: $0Net Income 2015: $02015Revenue 2016: $15,690Expenses 2016: $6,048Net Income 2016: $9,6422016Revenue 2017: $3,451Expenses 2017: $1,312Net Income 2017: $2,1392017Revenue 2018: $16,112Expenses 2018: $6,590Net Income 2018: $9,5222018Revenue 2019: $0Expenses 2019: $1,963Net Income 2019: -$1,9632019Revenue 2020: $0Expenses 2020: $2,824Net Income 2020: -$2,8242020Revenue 2021: $0Expenses 2021: $6,578Net Income 2021: -$6,5782021Revenue 2022: $0Expenses 2022: $8,067Net Income 2022: -$8,0672022Revenue 2023: $458Expenses 2023: $1,233Net Income 2023: -$7752023Revenue 2024: $1,2462024Revenue 2025: $0Expenses 2025: $2,195Net Income 2025: -$2,1952025

Highlighted filing

2017

Revenue$3,451
Expenses$1,312
Net Income$2,139
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Sep 18, 2018
Return Version
2017v2.2
Gross Receipts
$3,451
Mission and Program Overview

Mission

Perform research and educate the general public about environmental issues.

Program Services

DescriptionGrantsExpenses
PERFORM RESEARCH AND EDUCATE THE GENERAL PUBLIC ABOUT ENVIRONMENTAL ISSUES.$1,313-
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MERIDITH MARQUISDirector-$0--
ED OTHMERDirector-$0--
NADINE SPERTUSDirector-$0--
RANDY SKOWDirector-$0--
Albert Jackson Monger JrExecutive Director-$0--
Rick MoffettDirector-$0--
Filing and Contact Details

Filer

Filer Name
IEA Research & Education Foundation
EIN
81-1925084
Phone
6199227200
Address
1330 Orange Avenue, Coronado, CA 92118

Signing Officer

Name
Albert Jackson Monger Jr
Title
Executive Director
Signed
2018-09-18
Discuss with paid preparer
Yes

Preparer

Firm
McRea Woodson & Associates Inc
Address
8274 La Mesa Blvd, La Mesa, CA 91942
Preparer
Lynn R McRea Woodson
Phone
6194621900
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $1164”

Other Expenses.1

“Meals & entertainment $115”

Other Expenses.2

“EVENT EXPENSE $20”

Other Expenses.3

“MISCELLANEOUS $10”

Other Expenses.4

“BANK FEES $3”

Other Assets.1009

“Notes and Loans Receivable - Beginning $0 Notes and Loans Receivable - Ending $1161”

Total Liabilities.1

“DUE TO IEA - Beginning $500 DUE TO IEA - Ending $30”

Raw XML Appendix151 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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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Coronado
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MERIDITH MARQUIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ED OTHMER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2NADINE SPERTUS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3RANDY SKOW
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Rick Moffett
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Executive Dir.
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/EOYAmt01161
IRS990EZ/OtherExpensesTotalAmt01312
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PERFORM RESEARCH AND EDUCATE THE GENERAL PUBLIC ABOUT ENVIRONMENTAL ISSUES.
IRS990EZ/ProgramServiceRevenueAmt01361
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PERFORM RESEARCH AND EDUCATE THE GENERAL PUBLIC ABOUT ENVIRONMENTAL ISSUES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt01313
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0500
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt030
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt01312
IRS990EZ/TotalProgramServiceExpensesAmt01313
IRS990EZ/TotalRevenueAmt03451
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0iea-sd.com
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt02090
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt010000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt012090
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IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt01361
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt05690
IRS990ScheduleA/OtherIncome170Grp/TotalAmt07051
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportTotal170Amt012090
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt02090
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt010000
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt012090
IRS990ScheduleA/TotalSupportAmt019141
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $1164
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MEALS & ENTERTAINMENT $115
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EVENT EXPENSE $20
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MISCELLANEOUS $10
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4BANK FEES $3
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Notes and Loans Receivable - Beginning $0 Notes and Loans Receivable - Ending $1161
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6DUE TO IEA - Beginning $500 DUE TO IEA - Ending $30
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Total Liabilities.1
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ALBERT JACKSON MONGER JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Dir.
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-09-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0IEA Research & Education Foundation
ReturnHeader/Filer/BusinessNameControlTxt0IEAR
ReturnHeader/Filer/EIN0811925084
ReturnHeader/Filer/PhoneNum06199227200
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ReturnHeader/Filer/USAddress/CityNm0Coronado
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092118
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0330947129
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08274 La Mesa Blvd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0La Mesa
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091942
ReturnHeader/PreparerPersonGrp/PhoneNum06194621900
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Lynn R McRea Woodson
ReturnHeader/ReturnTs02018-09-18T09:29:26-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,811
Liabilities
$30
Net assets
$11,781
Revenue
$3,451
Expenses
$1,312
Net income
$2,139
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.25$0.10$0.15$0.00$2.20$2.20
2024Detailed filing. Detailed filing data is available for this year.$2.34$2.34$1.25
2023Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.46$1.23$0.78
2022Detailed filing. Detailed filing data is available for this year.$1.87$0.00$1.87$0.00$8.07$8.07
2021Detailed filing. Detailed filing data is available for this year.$9.94$0.00$9.94$0.00$6.58$6.58
2020Detailed filing. Detailed filing data is available for this year.$16.5$0.00$16.5$0.00$2.82$2.82
2019Detailed filing. Detailed filing data is available for this year.$19.3$0.00$19.3$0.00$1.96$1.96
2018Detailed filing. Detailed filing data is available for this year.$21.3$0.00$21.3$16.1$6.59$9.52
2017Detailed filing. Detailed filing data is available for this year.$11.8$0.03$11.8$3.45$1.31$2.14
2016Detailed filing. Detailed filing data is available for this year.$10.1$0.50$9.64$15.7$6.05$9.64
2015Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00