Civic Intelligence

Autism Research Institute

990 • Fiscal year 2016 • EIN 95-2548452

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 15, 2017

4182 Adams AvenueSan Diego, CA 92116

(619) 281-7165

Siviq Scores

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

Liabilities / Assets

28th percentile

0.01x

Higher debt load relative to assets than 28% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

39th percentile

0.06x

Higher debt load relative to revenue than 39% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

7th percentile

-51%

Higher net margin than 7% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

87th percentile

$175,425

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 22.7% of source-year revenue.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

15th percentile

-8.2%

Faster asset growth than 15% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

18th percentile

-16%

Faster revenue growth than 18% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Assets

Down

$3,125,137

Down $278,699 (-8.2%) from 2015

Net Assets

Down

$3,079,329

Down $275,125 (-8.2%) from 2015

Liabilities

Down

$45,808

Down $3,574 (-7.2%) from 2015

Revenue

Down

$774,458

Down $149,285 (-16%) from 2015

Expenses

Down

$1,172,369

Down $97,093 (-7.6%) from 2015

Net Income

Down

-$397,911

Down $52,192 (-15%) from 2015

Historical Trend

Balance Sheet Trend

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $4,201,171Liabilities 2010: $107,214Net Assets 2010: $4,093,9572010Assets 2011: $4,484,889Liabilities 2011: $112,970Net Assets 2011: $4,371,9192011Assets 2012: $4,051,240Liabilities 2012: $188,186Net Assets 2012: $3,863,0542012Assets 2013: $4,053,676Liabilities 2013: $51,890Net Assets 2013: $4,001,7862013Assets 2014: $3,852,224Liabilities 2014: $50,366Net Assets 2014: $3,801,8582014Assets 2015: $3,403,836Liabilities 2015: $49,382Net Assets 2015: $3,354,4542015Assets 2016: $3,125,137Liabilities 2016: $45,808Net Assets 2016: $3,079,3292016Assets 2017: $3,177,635Liabilities 2017: $33,384Net Assets 2017: $3,144,2512017Assets 2018: $2,916,150Liabilities 2018: $33,682Net Assets 2018: $2,882,4682018Assets 2019: $3,602,198Liabilities 2019: $59,853Net Assets 2019: $3,542,3452019Assets 2020: $4,081,783Liabilities 2020: $57,731Net Assets 2020: $4,024,0522020Assets 2021: $4,820,529Liabilities 2021: $201,762Net Assets 2021: $4,618,7672021Assets 2022: $4,008,738Liabilities 2022: $150,156Net Assets 2022: $3,858,5822022Assets 2023: $4,740,780Liabilities 2023: $64,710Net Assets 2023: $4,676,0702023Assets 2024: $6,015,807Liabilities 2024: $587,050Net Assets 2024: $5,428,7572024Assets 2025: $5,489,630Liabilities 2025: $194,446Net Assets 2025: $5,295,1842025

Highlighted filing

2016

Assets$3,125,137
Liabilities$45,808
Net Assets$3,079,329

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $2,804,5892010Expenses 2011: $2,149,8402011Revenue 2012: $1,754,803Expenses 2012: $2,258,847Net Income 2012: -$504,0442012Revenue 2013: $1,649,861Expenses 2013: $1,521,292Net Income 2013: $128,5692013Revenue 2014: $1,316,837Expenses 2014: $1,529,362Net Income 2014: -$212,5252014Revenue 2015: $923,743Expenses 2015: $1,269,462Net Income 2015: -$345,7192015Revenue 2016: $774,458Expenses 2016: $1,172,369Net Income 2016: -$397,9112016Revenue 2017: $760,075Expenses 2017: $917,850Net Income 2017: -$157,7752017Revenue 2018: $840,834Expenses 2018: $952,076Net Income 2018: -$111,2422018Revenue 2019: $1,213,743Expenses 2019: $982,719Net Income 2019: $231,0242019Revenue 2020: $957,798Expenses 2020: $938,206Net Income 2020: $19,5922020Revenue 2021: $1,537,877Expenses 2021: $943,162Net Income 2021: $594,7152021Revenue 2022: $1,092,707Expenses 2022: $1,367,299Net Income 2022: -$274,5922022Revenue 2023: $1,775,271Expenses 2023: $1,428,445Net Income 2023: $346,8262023Revenue 2024: $2,385,458Expenses 2024: $1,894,321Net Income 2024: $491,1372024Revenue 2025: $255,113Expenses 2025: $632,454Net Income 2025: -$377,3412025

Highlighted filing

2016

Revenue$774,458
Expenses$1,172,369
Net Income-$397,911
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 15, 2017
Return Version
2016v3.0
Gross Receipts
$841,475
Mission and Program Overview

Mission

The mission of the autism research institute is to advance the health of autistic people through biomedical research and free education.

The Autism Research Institute was founded in 1967 to meet the needs of the autism community by sponsoring research; networking with researchers, clinicians, and parents; and disseminating information with regard to individuals of all ages on the autism spectrum.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,316,545$2,457,344▲ $140,799
Cash and Non-Interest-Bearing Accounts$404,340$378,780▼ $25,560
Savings and Temporary Cash Investments$658,329$233,020▼ $425,309
Land, Buildings, and Equipment, Net$18,781$16,415▼ $2,366
Pledges and Grants Receivable-$10,081-
Prepaid Expenses and Deferred Charges$957$9,552▲ $8,595
Inventories for Sale or Use$4,884$4,732▼ $152
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Total Assets$3,403,836$3,125,137▼ $278,699
Other Assets Total-$15,213-
Liabilities
Other Liabilities$37,781$41,216▲ $3,435
Accounts Payable and Accrued Expenses$11,601$4,592▼ $7,009
Total Liabilities$49,382$45,808▼ $3,574
Net Assets / Fund Balance
Unrestricted Net Assets$3,199,484$3,032,059▼ $167,425
Temporarily Rstr Net Assets$154,970$47,270▼ $107,700
Total Net Assets Fund Balance$3,354,454$3,079,329▼ $275,125
Total Liabilities and Net Assets / Fund Balance$3,403,836$3,125,137▼ $278,699

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$4,491$163,664$168,155
Leasehold Improvements$13,718$4,300$18,018
Other Land Buildings$-1,794$1,794-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Stephen M EdelsonExecutive DirectorFT$160,425$15,000$175,425

Board Members and Trustees

NameTitle
Dr Paul HardyPresident
Genevieve AthensBoard Member
Jane JohnsonBoard Member
Kimberly TaylorBoard Member
Christopher FlynnTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$644,830
Program Service Revenue
$7,670
Investment Income
$57,223
Other Revenue
$64,735
All Other Contributions
$644,830
Change in Net Assets
$-397,911

Audited Revenue Reconciliation

Revenue per Audited Statements
$755,169
Revenue Not Reported on Financial Statements
$19,289
Revenue Not Reported on Form 990
$122,938
Other Revenue Adjustments
$19,289
Total Revenue per Audited Statements
$878,107
Total Revenue per Form 990
$774,458
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$429,235
Salaries, Compensation, and Employee Benefits$388,184
Other Expenses$354,950
Total Fundraising Expense$39,747
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$429,235--$429,235
Other Salaries and Wages$150,174$24,971$3,715$178,860
Current Officers, Directors, Trustees, and Key Employees$140,340$17,543$17,542$175,425
All Other Expenses$35,209$8,490$13,914$57,613
Fees for Services Accounting-$31,318-$31,318
Information Technology$30,536--$30,536
Occupancy$24,994$3,658$1,829$30,481
Payroll Taxes$20,710$3,031$1,515$25,256
Fees for Services Legal-$19,271-$19,271
Other Expenses$18,794--$18,794
Office Expenses$11,909$1,140$571$13,620
Travel$13,283--$13,283
Other Employee Benefits$7,087$1,037$519$8,643
Insurance-$5,726-$5,726
Conferences and Meetings$4,000--$4,000
Depreciation Depletion$1,940$284$142$2,366
Total Functional Expenses$1,016,153$116,469$39,747$1,172,369

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,172,369
Total Expenses per Audited Statements$1,153,232
Expenses per Audited Statements$1,153,080
Expenses Not Reported on Financial Statements$19,289
Other Expense Adjustments$19,289
Expenses Not Reported on Form 990$152
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Autism Research InstituteSan Diego, CA-Research$229,740
Autism RsrchresourcesPortland, OH-Research$76,845
UcsdLa Jolla, CA-Research$30,000
Mass General HospitalBoston, MA-Research$27,000
Cleveland ClinicCleveland, OH-Research$25,650
Arkansas Childrens HospitalLittle Rock, AR-Research$20,000
University of South CarolinaGreensville, SC-Research$20,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$109,545
Fundraising Direct Expenses$65,430
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Phoenix Zoo Walk$109,545$109,545$23,191$86,354
Total Events$109,545$109,545$65,430$44,115
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Accrued Payroll$18,408
Accrued Payroll Taxes$11,505
Credit Card Payable$11,286
Sales Tax Payable$17
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 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, Part VI, Line 11B: Form 990 Review Process

Completed tax return is mailed to the executive director for review and signature prior to filing the return. The board of directors are provided a copy for review prior to filing the return.

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

Board addresses conflicts as they arise, along with reviewing the policy on an annual basis.

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

A subcommittee was formed to investigate compensation for the same post at comparable institutions, weighed the performance and expertise of dr. Edelson, and achieved consensus on an appropriate salary.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

Documentation provided upon request.

Form 990, Part VI, Section A, Line 2

See schedule l for all family and business relationships.

Filing and Contact Details

Filer

Filer Name
Autism Research Institute
EIN
95-2548452
Phone
6192817165
Address
4182 Adams Avenue, San Diego, CA 92116

Signing Officer

Name
Stephen Edelson Phd
Title
Executive Director
Signed
2017-11-15
Discuss with paid preparer
Yes

Organization Details

Formed
1967
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
5
Employees
6
Volunteers
50

Preparer

Firm
Lang & Brown Cpas Acctcy Corp
Address
3910 Chapman Street Suite B, San Diego, CA 92110
Preparer
Marc W Brown CPA
Phone
6192241050
Supplemental Narrative

Financial Statement Notes

Part XI, Line 2D: Other revenue amounts included in F/S but not included on form 990

COST OF GOODS SOLD $152

Part XI, Line 4B: Other revenue amounts included on 990 but not included in F/S

Unused grant funds returned $19289

Part XII, Line 2D: Other expenses and losses per audited F/S

COST OF GOODS SOLD $152

Part XII, Line 4B: Other revenue amounts included on 990 but not included in F/S

Unused grant funds returned $19289

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Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$5.49$0.19$5.30$0.26$0.63$0.38
2024Detailed filing. Detailed filing data is available for this year.$6.02$0.59$5.43$2.39$1.89$0.49
2023Detailed filing. Detailed filing data is available for this year.$4.74$0.06$4.68$1.78$1.43$0.35
2022Detailed filing. Detailed filing data is available for this year.$4.01$0.15$3.86$1.09$1.37$0.27
2021Detailed filing. Detailed filing data is available for this year.$4.82$0.20$4.62$1.54$0.94$0.59
2020Detailed filing. Detailed filing data is available for this year.$4.08$0.06$4.02$0.96$0.94$0.02
2019Detailed filing. Detailed filing data is available for this year.$3.60$0.06$3.54$1.21$0.98$0.23
2018Detailed filing. Detailed filing data is available for this year.$2.92$0.03$2.88$0.84$0.95$0.11
2017Summary only. Only limited summary data is available for this year.$3.18$0.03$3.14$0.76$0.92$0.16
2016Detailed filing. Detailed filing data is available for this year.$3.13$0.05$3.08$0.77$1.17$0.40
2015Detailed filing. Detailed filing data is available for this year.$3.40$0.05$3.35$0.92$1.27$0.35
2014Detailed filing. Detailed filing data is available for this year.$3.85$0.05$3.80$1.32$1.53$0.21
2013Detailed filing. Detailed filing data is available for this year.$4.05$0.05$4.00$1.65$1.52$0.13
2012Summary only. Only limited summary data is available for this year.$4.05$0.19$3.86$1.75$2.26$0.50
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.48$0.11$4.37$2.15
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.20$0.11$4.09$2.80