Civic Intelligence

Institute of Advanced Studies

990 • Fiscal year 2017 • EIN 95-4160758

Jan 01, 2017 to Dec 31, 2017 • Filed on May 11, 2018

112 E CHAPMAN AVE Ste A5Orange, CA 92866

(714) 921-1383

Siviq Scores

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

Liabilities / Assets

85th percentile

0.51x

Higher debt load relative to assets than 85% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

49th percentile

0.03x

Higher debt load relative to revenue than 49% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Net Margin

28th percentile

-4.6%

Higher net margin than 28% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

58th percentile

$33,000

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 6.3% of source-year revenue.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Asset Growth

9th percentile

-20%

Faster asset growth than 9% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

19th percentile

-13%

Faster revenue growth than 19% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Assets

Down

$32,801

Down $8,141 (-20%) from 2016

Net Assets

Down

$16,032

Down $24,034 (-60%) from 2016

Liabilities

Up

$16,769

Up $15,893 (+1814%) from 2016

Revenue

Down

$524,659

Down $81,167 (-13%) from 2016

Expenses

Down

$548,695

Down $58,822 (-9.7%) from 2016

Net Income

Down

-$24,036

Down $22,345 (-1321%) from 2016

Historical Trend

Balance Sheet Trend

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

2017

Assets$32,801
Liabilities$16,769
Net Assets$16,032

Operations Trend

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

2017

Revenue$524,659
Expenses$548,695
Net Income-$24,036
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 11, 2018
Return Version
2017v2.3
Gross Receipts
$524,659
Mission and Program Overview

Mission

Education and training in healthcare

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$40,942$32,801▼ $8,141
Total Assets$40,942$32,801▼ $8,141
Liabilities
Accounts Payable and Accrued Expenses$876$16,769▲ $15,893
Total Liabilities$876$16,769▲ $15,893
Net Assets / Fund Balance
Unrestricted Net Assets$40,066$16,032▼ $24,034
Total Net Assets Fund Balance$40,066$16,032▼ $24,034
Total Liabilities and Net Assets / Fund Balance$40,942$32,801▼ $8,141
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Burton WinerPresidentPT$33,000$33,000

Board Members and Trustees

NameTitle
Royce HutainVice President
Charles RowellDirector
Elaine CollinsDirector
Geraldine SmithDirector
Jim BrodskyDirector
Roy SmithDirector
Cathleen BrodskySecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$244
Program Service Revenue
$524,403
Investment Income
$12
Other Revenue
$0
All Other Contributions
$244
Change in Net Assets
$-24,036
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$348,131
Other Expenses$200,564
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$245,123$46,665-$291,788
Occupancy$85,573--$85,573
Fees for Services Management$42,147$2,400-$44,547
Current Officers, Directors, Trustees, and Key Employees-$33,000-$33,000
Payroll Taxes$19,610$3,733-$23,343
Travel$17,975--$17,975
Insurance$17,624--$17,624
Other Expenses$17,112--$17,112
Office Expenses-$2,358-$2,358
Interest-$2-$2
Total Functional Expenses$460,537$88,158$0$548,695
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
Annual disclosure for covered persons
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
No
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

Part VI Line 11B

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

Part VI Line 12C

Discussion during board meetings.

Part VI Line 19

Governing documents are made available upon request.

Filing and Contact Details

Filer

Filer Name
Institute of Advanced Studies
EIN
95-4160758
In Care Of
% BURTON WINER
Phone
7149211383
Address
112 E CHAPMAN AVE Ste A5, ORANGE, CA 92866

Signing Officer

Name
Burton Winer
Title
President
Phone
7149211383
Signed
2018-05-11

Organization Details

Principal Officer
Burton Winer
Formed
1987
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
7
Employees
83
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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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BOARD RECEIVES A COPY OF THE 990 FOR COMMENT AND REVIEW BEFORE FILING.
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ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

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
2017Detailed filing. Detailed filing data is available for this year.$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