Civic Intelligence

Institute of Advanced Studies

EIN 95-4160758 • 501(c)3 • Tustin, CA

Profile

Education and training in healthcare

PO Box 631Tustin, CA 92781

www.instituteofadvancedstudies.org

Siviq Scores

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

Liabilities / Assets

89th percentile

0.59x

Higher debt load relative to assets than 89% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

84th percentile

0.13x

Higher debt load relative to revenue than 84% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

72nd percentile

17%

Higher net margin than 72% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

91st percentile

$21,000

Higher top officer pay than 91% of similar nonprofits.

Top officer pay equals 6.9% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

72nd percentile

14%

Faster asset growth than 72% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

89th percentile

76%

Faster revenue growth than 89% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets89th percentile

Assets

Up

$64,791

Up $8,011 (+14%) from 2023

Liabilities

Down

$38,329

Down $45,373 (-54%) from 2023

Net Assets

$26,462

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue84th percentileNet Margin72nd percentile

Revenue

Up

$305,984

Up $132,127 (+76%) from 2023

Expenses

Up

$252,600

Up $38,044 (+18%) from 2023

Net Income

Up

$53,384

Up $94,083 (+231%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth72nd percentile

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

$100K$50K$0Assets 2010: $23,087Liabilities 2010: $0Net Assets 2010: $23,0872010Assets 2011: $29,869Liabilities 2011: $1,744Net Assets 2011: $28,1252011Assets 2012: $45,513Liabilities 2012: $0Net Assets 2012: $45,5132012Assets 2013: $78,384Liabilities 2013: $0Net Assets 2013: $78,3842013Assets 2014: $51,662Liabilities 2014: $0Net Assets 2014: $51,6622014Assets 2015: $41,704Liabilities 2015: $0Net Assets 2015: $41,7042015Assets 2016: $40,942Liabilities 2016: $876Net Assets 2016: $40,0662016Assets 2017: $32,801Liabilities 2017: $16,769Net Assets 2017: $16,0322017Assets 2018: $66,092Liabilities 2018: $49,468Net Assets 2018: $16,6242018Assets 2019: $63,291Liabilities 2019: $47,736Net Assets 2019: $15,5552019Assets 2020: $62,250Liabilities 2020: $48,352Net Assets 2020: $13,8982020Assets 2021: $72,051Liabilities 2021: $49,881Net Assets 2021: $22,1702021Assets 2022: $65,272Liabilities 2022: $51,495Net Assets 2022: $13,7772022Assets 2023: $56,780Liabilities 2023: $83,7022023Assets 2024: $64,791Liabilities 2024: $38,329Net Assets 2024: $26,4622024

Highlighted filing

2024

Assets$64,791
Liabilities$38,329
Net Assets$26,462
Open 2024 Filing

Operations Trend

Revenue Growth89th percentile

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

$800K$600K$400K$200K$0-$200KExpenses 2010: $408,4002010Expenses 2011: $332,7702011Revenue 2012: $445,046Expenses 2012: $427,658Net Income 2012: $17,3882012Revenue 2013: $641,797Expenses 2013: $608,926Net Income 2013: $32,8712013Revenue 2014: $563,689Expenses 2014: $590,411Net Income 2014: -$26,7222014Revenue 2015: $544,568Expenses 2015: $554,526Net Income 2015: -$9,9582015Revenue 2016: $605,826Expenses 2016: $607,517Net Income 2016: -$1,6912016Revenue 2017: $524,659Expenses 2017: $548,695Net Income 2017: -$24,0362017Revenue 2018: $496,266Expenses 2018: $525,853Net Income 2018: -$29,5872018Revenue 2019: $458,368Expenses 2019: $511,342Net Income 2019: -$52,9742019Revenue 2020: $269,434Expenses 2020: $262,724Net Income 2020: $6,7102020Revenue 2021: $332,613Expenses 2021: $194,361Net Income 2021: $138,2522021Revenue 2022: $243,180Expenses 2022: $251,573Net Income 2022: -$8,3932022Revenue 2023: $173,857Expenses 2023: $214,556Net Income 2023: -$40,6992023Revenue 2024: $305,984Expenses 2024: $252,600Net Income 2024: $53,3842024

Highlighted filing

2024

Revenue$305,984
Expenses$252,600
Net Income$53,384
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$64,791
Liabilities
$38,329
Net assets
$26,462
Revenue
$305,984
Expenses
$252,600
Net income
$53,384
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.65$0.38$0.26$3.06$2.53$0.53
2023Summary only. Only limited summary data is available for this year.$0.57$0.84$1.74$2.15$0.41
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.65$0.51$0.14$2.43$2.52$0.08
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.72$0.50$0.22$3.33$1.94$1.38
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.62$0.48$0.14$2.69$2.63$0.07
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.63$0.48$0.16$4.58$5.11$0.53
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.66$0.49$0.17$4.96$5.26$0.30
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.33$0.17$0.16$5.25$5.49$0.24
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.41$0.01$0.40$6.06$6.08$0.02
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.42$0.00$0.42$5.45$5.55$0.10
2014Detailed filing. Detailed filing data is available for this year.$0.52$0.00$0.52$5.64$5.90$0.27
2013Detailed filing. Detailed filing data is available for this year.$0.78$0.00$0.78$6.42$6.09$0.33
2012Summary only. Only limited summary data is available for this year.$0.46$0.00$0.46$4.45$4.28$0.17
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.30$0.02$0.28$3.33
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.23$0.00$0.23$4.08
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 15, 2025
Return Version
2024v5.1
Gross Receipts
$305,984
Mission and Program Overview

Mission

Education and training in healthcare

Balance Sheet Detail
LineBeginningEndChange
Assets
Intangible Assets$49,881$49,881→ $0
Cash and Non-Interest-Bearing Accounts$5,853$13,863▲ $8,010
Prepaid Expenses and Deferred Charges$1,046$1,046→ $0
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Inventories for Sale or Use-$0-
Total Assets$56,780$64,791▲ $8,011
Other Assets Total-$1-
Liabilities
Mortgage Notes Payable Secured by Investment Property$83,702$38,329▼ $45,373
Total Liabilities$83,702$38,329▼ $45,373
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$-26,922$26,462▲ $53,384
Total Net Assets Fund Balance$-26,922$26,462▲ $53,384
Total Liabilities and Net Assets / Fund Balance$56,780$64,791▲ $8,011
Compensation and Service Providers
Top Officer Pay91st percentile

Employees

NameTitleFull / Part TimeBaseTotal
Burton WinerPresident & CEOFT$21,000$21,000

Board Members and Trustees

NameTitle
Royce HutainVice President
Catherine M O'BrienBoard Member
Charles RowellDirector
Elaine CollinsDirector
Geraldine SmithDirector
Roy SmithDirector
Jane MillerAdvisory Member
Maureen WinerAdvisory Member
Pamela Kaufmannadvisory member
Ron Beckeradvisory member
Revenue and Support

Revenue Composition

Contributions and Grants
$676
Program Service Revenue
$305,308
Investment Income
$0
Other Revenue
$0
All Other Contributions
$676
Change in Net Assets
$53,384
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$172,392
Other Expenses$80,208
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$151,392--$151,392
Current Officers, Directors, Trustees, and Key Employees$21,000--$21,000
Occupancy$20,204--$20,204
Fees for Services Other-$11,420-$11,420
Other Expenses$14,185$9,928-$9,928
Fees for Services Accounting-$2,217-$2,217
All Other Expenses$1,813$-32,127-$-30,314
Total Functional Expenses$250,942$1,658$0$252,600
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

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
Business relationship with 35% controlled entity
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
Yes
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“A copy of the Form 990 will be sent to Board members for review prior to the e-filing of the Form 990”

Form 990, Part VI, Section B, Line 12C

“A copy of the Form 990 will be sent to Board members for review prior to the e-filing of the Form 990”

Form 990, Part VI, Section C, Line 19

“These documents are available to the public on request.”

Filing and Contact Details

Filer

Filer Name
Institute of Advanced Studies
EIN
95-4160758
Phone
7145386387
Address
PO BOX 631, TUSTIN, CA 92781

Signing Officer

Name
Burton Winer
Title
President & CEO
Signed
2025-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Burton Winer
Formed
1987
Legal Domicile
CA
Voting Board Members
11
Independent Board Members
0
Employees
13

Preparer

Firm
Stamos & Stamos CPA
Address
3111 N Tustin St Ste 230, Orange, CA 92865
Preparer
Chris Stamos
Phone
7149980311
Raw XML AppendixShowing 400 of 404 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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IRS990/Form990PartVIISectionAGrp/TitleTxt0President & CEO
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IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
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IRS990/OtherExpensesGrp/Desc2Insurance Exp
IRS990/OtherExpensesGrp/Desc3Credit Card fees
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt19928
IRS990/OtherExpensesGrp/ProgramServicesAmt042348
IRS990/OtherExpensesGrp/ProgramServicesAmt114185
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IRS990/OtherExpensesGrp/TotalAmt114185
IRS990/OtherExpensesGrp/TotalAmt210220
IRS990/OtherExpensesGrp/TotalAmt39928
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IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
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IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt01046
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IRS990/PrincipalOfficerNm0BURTON WINER
IRS990/ProfessionalFundraisingInd0false
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0305308
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0305308
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0186
IRS990/PYExcessBenefitTransInd0false
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IRS990/PYOtherExpensesAmt068912
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IRS990/PYRevenuesLessExpensesAmt0-40699
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IRS990/PYTotalExpensesAmt0214556
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IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0false
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule E, Line 3 - Racially Nondiscriminatory Policy Publicized
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1Schedule E, Line 4 - Explanation of Records and Materials Not Maintained
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc2Schedule E, Line 5 - Explanation of Organization Discrimination by Race
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A copy of the Form 990 will be sent to Board members for review prior to the e-filing of the Form 990
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A copy of the Form 990 will be sent to Board members for review prior to the e-filing of the Form 990
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2These documents are available to the public on request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, Line 19
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IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalCompGreaterThan150KInd0false
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IRS990/TotalLiabilitiesGrp/BOYAmt083702
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt026462
IRS990/TotalProgramServiceExpensesAmt0250942
IRS990/TotalProgramServiceRevenueAmt0305308
IRS990/TotalReportableCompFromOrgAmt021000
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0305308
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0305984
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt056780
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IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 631
IRS990/USAddress/CityNm0TUSTIN
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd092781
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0https://instituteofadvancedstudies.org/
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BURTON WINER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President & CEO
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0INSTITUTE OF ADVANCED STUDIES
ReturnHeader/Filer/BusinessNameControlTxt0INST
ReturnHeader/Filer/EIN0954160758
ReturnHeader/Filer/PhoneNum07145386387
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 631
ReturnHeader/Filer/USAddress/CityNm0TUSTIN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092781
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0861097025
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Stamos & Stamos CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03111 N Tustin St Ste 230
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Orange
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092865
ReturnHeader/PreparerPersonGrp/PhoneNum07149980311
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRIS STAMOS
ReturnHeader/ReturnTs02025-05-15T16:51:35-07:00

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