Civic Intelligence

Institute of Advanced Studies

990 • Fiscal year 2016 • EIN 95-4160758

Jan 01, 2016 to Dec 31, 2016 • Filed on Apr 19, 2017

Organization ProfileWWW.INSTITUTEOFADVANCEDSTUDIES.ORG
112 E Chapman Ave A5Orange, CA 92866

(714) 921-1383

Siviq Scores

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

Liabilities / Assets

44th percentile

0.02x

Higher debt load relative to assets than 44% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

28th percentile

0.00x

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

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Net Margin

39th percentile

-0.3%

Higher net margin than 39% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

58th percentile

$33,000

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 5.4% of source-year revenue.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Asset Growth

36th percentile

-1.8%

Faster asset growth than 36% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

65th percentile

11%

Faster revenue growth than 65% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets44th percentile

Assets

Down

$40,942

Down $762 (-1.8%) from 2015

Net Assets

Down

$40,066

Down $1,638 (-3.9%) from 2015

Liabilities

Up

$876

Up $876 from 2015

Revenue And Expenses
Liabilities / Revenue28th percentileNet Margin39th percentile

Revenue

Up

$605,826

Up $61,258 (+11%) from 2015

Expenses

Up

$607,517

Up $52,991 (+9.6%) from 2015

Net Income

Up

-$1,691

Up $8,267 (+83%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth36th percentile

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

$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

2016

Assets$40,942
Liabilities$876
Net Assets$40,066
Open 2016 Filing

Operations Trend

Revenue Growth65th percentile

Revenue, expenses, and net income across loaded years, with this 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

2016

Revenue$605,826
Expenses$607,517
Net Income-$1,691
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Apr 19, 2017
Return Version
2016v3.0
Gross Receipts
$605,826
Mission and Program Overview

Mission

Education and training in healthcare

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$41,704$40,942▼ $762
Total Assets$41,704$40,942▼ $762
Liabilities
Accounts Payable and Accrued Expenses-$876-
Total Liabilities$0$876▲ $876
Net Assets / Fund Balance
Unrestricted Net Assets$41,704$40,066▼ $1,638
Permanently Rstr Net Assets$0$0→ $0
Temporarily Rstr Net Assets$0$0→ $0
Total Net Assets Fund Balance$41,704$40,066▼ $1,638
Total Liabilities and Net Assets / Fund Balance$41,704$40,942▼ $762
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Burton N Winer Mba PhdPresidentPT$33,000$33,000

Board Members and Trustees

NameTitle
Royce Hutain MdVice President
Charles a Rowell MaDirector
Elaine CollinsDirector
Geraldine M Smith RnDirector
Jim Brodsky Pharm BDirector
Roy L Smith PhdDirector
Cathleen BrodskySecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$210
Program Service Revenue
$605,616
Investment Income
$0
Other Revenue
$0
All Other Contributions
$210
Change in Net Assets
$-1,691
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$399,867
Other Expenses$207,650
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$283,180$50,612-$333,792
Occupancy$97,571--$97,571
Fees for Services Management$45,204$2,400-$47,604
Payroll Taxes$28,060$5,015-$33,075
Current Officers, Directors, Trustees, and Key Employees-$33,000-$33,000
Travel$28,340--$28,340
Insurance$12,021--$12,021
Office Expenses-$2,583-$2,583
Conferences and Meetings$318--$318
Interest$304--$304
Other Expenses$0$285$0$285
Total Functional Expenses$513,622$93,895$0$607,517
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
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
No
Other officer compensation reviewed
No
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

“The board receives a copy of the draft 990 for comment and review before filing.”

Form 990, Part VI, Section C, Line 19

“Documents are made available upon request”

Filing and Contact Details

Filer

Filer Name
Institute of Advanced Studies
EIN
95-4160758
Phone
7149211383
Address
112 E CHAPMAN AVE A5, ORANGE, CA 92866

Signing Officer

Name
Burton N Winer Mba Phd
Title
President
Phone
7149211383
Signed
2017-04-19

Organization Details

Principal Officer
Burton N Winer Mba Phd
Formed
1987
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
7
Employees
79
Volunteers
26
Raw XML Appendix391 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/TitleTxt0VICE PRESIDENT
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0641797
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0445046
IRS990ScheduleA/Total509Grp/TotalAmt02801608
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0605826
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0544568
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0564371
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0641797
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0445046
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt02801608
IRS990/ScheduleBRequiredInd00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BOARD RECEIVES A COPY OF THE DRAFT 990 FOR COMMENT AND REVIEW BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DOCUMENTS ARE MADE AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, Line 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt00
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt041704
IRS990/TotalAssetsEOYAmt040942
IRS990/TotalAssetsGrp/BOYAmt041704
IRS990/TotalAssetsGrp/EOYAmt040942
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0210
IRS990/TotalEmployeeCnt079
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt093895
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0513622
IRS990/TotalFunctionalExpensesGrp/TotalAmt0607517
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt0876
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt0876
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt041704
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt040066
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOtherProgSrvcExpenseAmt00
IRS990/TotalOtherProgSrvcGrantAmt00
IRS990/TotalOtherProgSrvcRevenueAmt00
IRS990/TotalOthProgramServiceRevGrp/ExclusionAmt00
IRS990/TotalOthProgramServiceRevGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt00
IRS990/TotalOthProgramServiceRevGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalProgramServiceExpensesAmt0513622
IRS990/TotalProgramServiceRevenueAmt0605616
IRS990/TotalReportableCompFromOrgAmt033000
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0605616
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0605826
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt026
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt041704
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt040942
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt028340
IRS990/TravelGrp/TotalAmt028340
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt041704
IRS990/UnrestrictedNetAssetsGrp/EOYAmt040066
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0112 E CHAPMAN AVE A5
IRS990/USAddress/CityNm0ORANGE
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd092866
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0WWW.INSTITUTEOFADVANCEDSTUDIES.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0BURTON N WINER MBA PHD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07149211383
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-04-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0INSTITUTE OF ADVANCED STUDIES
ReturnHeader/Filer/BusinessNameControlTxt0INST
ReturnHeader/Filer/EIN0954160758
ReturnHeader/Filer/PhoneNum07149211383
ReturnHeader/Filer/USAddress/AddressLine1Txt0112 E CHAPMAN AVE A5
ReturnHeader/Filer/USAddress/CityNm0ORANGE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092866
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt024.152.143.120
ReturnHeader/ReturnTs02017-04-19T12:00:50-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$40,942
Liabilities
$876
Net assets
$40,066
Revenue
$605,826
Expenses
$607,517
Net income
-$1,691
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
2016Detailed filing. Detailed filing data is available for this year.$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