Nonprofit · EIN 95-4160758
INSTITUTE OF ADVANCED STUDIES
Tax-exempt · TUSTIN, CA 92781
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $305,984 | $252,600 | $53,384 | $64,791 | $38,329 | $26,462 |
| December 31, 2023 | 990-EZ | $173,857 | $214,556 | -$40,699 | $56,780 | $83,702 | -$26,922 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $676
- Program service revenue
- $305,308
- Investment income
- $0
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $21,000
- Other salaries and wages
- $151,392
- Salaries, compensation and benefits (total)
- $172,392
- Professional fundraising fees
- $0
- Accounting fees
- $2,217
- Occupancy
- $20,204
- Program services (functional)
- $250,942
- Management and general (functional)
- $1,658
Balance sheet and other
- Total assets, start of year
- $56,780
- Total assets, end of year
- $64,791
- Total liabilities, end of year
- $38,329
- Net assets, end of year
- $26,462
- Net assets without donor restrictions
- $26,462
- Gross receipts
- $305,984
- Employees
- 13
- Year formed
- 1987
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BURTON WINER | President & CEO Trustee or director, Officer | 40 | $21,000 |
| ROYCE HUTAIN | Vice President Trustee or director, Officer | 0 | $0 |
| CHARLES ROWELL | Director Trustee or director | 0 | $0 |
| ELAINE COLLINS | Director Trustee or director | 0 | $0 |
| GERALDINE SMITH | Director Trustee or director | 0 | $0 |
| ROY SMITH | Director Trustee or director | 0 | $0 |
| Catherine M O'Brien | Board Member Trustee or director | 0 | $0 |
| Pamela Kaufmann | advisory member Trustee or director | 0 | $0 |
| Ron Becker | advisory member Trustee or director | 0 | $0 |
| Maureen Winer | Advisory Member Trustee or director | 0 | $0 |
| Jane Miller | Advisory Member Trustee or director | 0 | $0 |
990-EZ for the year ended December 31, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BURTON WINER | President & CEO | 40 | $14,700 |
| ROYCE HUTAIN | Vice President | 0 | $0 |
| CHARLES ROWELL | Director | 0 | $0 |
| ELAINE COLLINS | Director | 0 | $0 |
| GERALDINE SMITH | Director | 0 | $0 |
| ROY SMITH | Director | 0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 631, TUSTIN, CA 92781-0631
- In care of
- % BURTON WINER
- Principal officer (990 for 2024)
- BURTON WINER, PO BOX 631, TUSTIN, CA 92781
- Signed the 990
- BURTON WINER, President & CEO
- Phone
- (714) 538-6387
- Return prepared by
- Stamos & Stamos CPA
California records
California keeps its own records of charities and corporations. Search them by EIN 95-4160758 or by the name INSTITUTE OF ADVANCED STUDIES.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
EDUCATION AND TRAINING IN HEALTHCARE
Program accomplishments
- Working with Therapists in training for licensure as LMFT, LPCC or LCSW during graduate school and after getting credit for hours for a license in counseling therapy under supervised experience.Expenses $250,942
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 95-4160758
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1990
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $64,791
- Income (IRS master file)
- $305,984
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $305,984 | $252,600 | $64,791 | IRS |
| 990-EZ | December 2023 | $173,857 | $214,556 | $56,780 | XML |
| 990 | December 2022 | $243,180 | $251,573 | $65,272 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 95-4160758).
Questions about INSTITUTE OF ADVANCED STUDIES
- What is the EIN of INSTITUTE OF ADVANCED STUDIES?
- The employer identification number (EIN) of INSTITUTE OF ADVANCED STUDIES is 95-4160758.
- Is INSTITUTE OF ADVANCED STUDIES tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1990.
- Are donations to INSTITUTE OF ADVANCED STUDIES tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does INSTITUTE OF ADVANCED STUDIES file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of INSTITUTE OF ADVANCED STUDIES due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did INSTITUTE OF ADVANCED STUDIES last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of INSTITUTE OF ADVANCED STUDIES?
- The 990 for the year ended December 31, 2024 names BURTON WINER.
- Who are the officers and directors of INSTITUTE OF ADVANCED STUDIES?
- The 990 for the year ended December 31, 2024 lists 11 people; 1 received compensation from the organization, the highest $21,000 (BURTON WINER, President & CEO).
- How much revenue does INSTITUTE OF ADVANCED STUDIES have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $305,984, expenses of $252,600 and total assets of $64,791 at year end.
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