ROBERT IRVINE FOUNDATION INC

EIN: 465420676 501(c)(3) Human Services

TAMPA, FL

Total Revenue
$3,848,355
Total Expenses
$3,632,943
Total Assets
$2,119,021
Net Assets
$1,877,263
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Financial Trends

Organization Details

Formation Year
2014
Legal Domicile
FL
Principal Officer
ROBERT IRVINE
Phone
8187367233
Tax Period
2024-01-01 to 2024-12-31

ROBERT IRVINE FOUNDATION INC, founded in 2014, is a community nonprofit in the Human Services sector that reported $3.8M in total revenue in fiscal year 2024. Expenses of $3.6M left a modest 6% surplus.

Mission

THE ROBERT IRVINE FOUNDATION IS A NOT-FOR-PROFIT ENTITY AND IS TAX EXEMPT UNDER 501(C) (3) OF THE INTERNAL REVENUE CODE (IRC). THE ORGANIZATION SUPPORTS AND STRENGTHENS THE PHYSICAL AND MENTAL WELL-BEING OF OUR SERVICE MEMBERS, VETERANS, FIRST RESPONDERS, AND THEIR FAMILIES. WE PROVIDE THESE HEROES WITH LIFE-CHANGING OPPORTUNITIES THAT UNLOCK THE POTENTIAL IN THEIR PERSONAL AND PROFESSIONAL LIVES THROUGH FOOD, WELLNESS, COMMUNITY, AND FINANCIAL SUPPORT. PROGRAM 1. WELLNESS PROGRAMS OUR WELLNESS PROGRAMS SUPPORT THE MENTAL AND PHYSICAL WELL-BEING OF AMERICA'S INJURED, ILL, AGING, AND WOUNDED HEROES AND THEIR FAMILIES. THESE PROGRAMS ADDRESS BOTH VISIBLE AND INVISIBLE WOUNDS OF SERVICE, HELPING INDIVIDUALS HEAL, REGAIN INDEPENDENCE, AND CONNECT WITH OTHERS WHO UNDERSTAND THEIR EXPERIENCES. WE PROVIDED 5 MOBILITY DEVICES TO SEVERELY INJURED VETERANS, HELPING RESTORE THEIR INDEPENDENCE, DIGNITY, AND MENTAL WELL-BEING BY ENABLING THEM TO OVERCOME PHYSICAL BARRIERS AND NAVIGATE DAILY LIFE WI

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $3,772,150
Program Service Revenue $0
Investment Income $14,044
Other Revenue $62,161
TOTAL REVENUE $3,848,355

Expense Breakdown

Grants Paid $759,353
Salaries & Benefits $278,216
Fundraising Expenses $206,892
Program Expenses $3,267,295
Other Expenses $2,595,374
TOTAL EXPENSES $3,632,943

Year-over-Year Comparison

2024 2023 Change
Revenue $3,848,355 $3,893,298 0.0%
Expenses $3,632,943 $3,455,810 +0.1%
Net Income $215,412 $437,488 -0.5%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
8
Independent Members
8
Employees
3
Volunteers
452

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
5
$0
Total Directors
8
$0
Key Employees
0
$0
Highest Compensated
1
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
ROBERT IRVINE BOARD CHAIRM 10.00
Officer Director
$0 $0 $0
GAIL KIM DIRECTOR 5.00
Director
$0 $0 $0
DAVID JEFFRIES CORPORATE SE 5.00
Officer Director
$0 $0 $0
JUSTIN LEONARD ASSISTANT TR 10.00
Officer Director
$0 $0 $0
SCOTT SONNEMAKER DIRECTOR 5.00
Director
$0 $0 $0
JUDITH OTTER PRESIDENT 55.00
Officer
$0 $0 $0
MARK JUNE TREASURER 1.00
Officer
$0 $0 $0
RAMON COLON-LOPEZ DIRECTOR 5.00
Director
$0 $0 $0
JOANNE BASS DIRECTOR 5.00
Director
$0 $0 $0
SAMUEL SCHRAER DIRECTOR 5.00
Director
$0 $0 $0
CHARLES WILLIAMS VP DIR OF PR 40.00
Highest
$130,000 $0 $130,000
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 $3,848,355 $3,632,943 $2,119,021 $215,412
2023 $3,893,298 $3,455,810 $1,942,541 $437,488
2022 $2,572,790 $2,590,340 $1,380,003 $-17,550
2021 $2,082,025 $1,406,668 $1,325,094 $675,357
2021 $2,082,025 $1,406,668 $1,325,094 $675,357
2020 $996,203 $896,978 $577,791 $99,225
2019 $575,336 $184,907 $471,219 $390,429
2018 $295,777 $234,720 $78,137 $61,057
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