Skip to content
Nonprofiteer
← INSTITUTE FOR RESEARCH EDUCATION AND TRAINING IN ADDICTION

Form 990 for tax year 2023

Filed by INSTITUTE FOR RESEARCH EDUCATION AND TRAINING IN ADDICTION.

Totals

Total revenue
$1,210,688
Total expenses
$1,176,959
Contributions and grants received
$1,196,295
Grants paid
$0
Program service revenue
$0
Investment income
$14,393
Other revenue
$0
Total assets, end of year
$1,343,213
Total liabilities, end of year
$114,061
Net assets or fund balances, end of year
$1,229,152
Program services expenses (Part IX)
$911,907
Management and general expenses
$265,052
Fundraising expenses
$0
Program service expenses (Part III)
$911,907

Program services were 77.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $1,196,295

  • 4 · Income from investment of tax-exempt bond proceeds

    total $14,393 · excluded $14,393

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $305,270 · program services $261,303 · management and general $43,967

  • 7 · Other salaries and wages

    total $383,513 · program services $379,492 · management and general $4,021

  • 9 · Other employee benefits

    total $78,004 · program services $63,535 · management and general $14,469

  • 10 · Payroll taxes

    total $51,661 · program services $41,329 · management and general $10,332

  • 11c · Fees: accounting

    total $20,675 · management and general $20,675

  • 11g · Fees: other

    total $2,426 · management and general $2,426

  • 13 · Office expenses

    total $10,033 · program services $5,591 · management and general $4,442

  • 16 · Occupancy

    total $70,570 · management and general $70,570

  • 17 · Travel

    total $57,649 · program services $21,429 · management and general $36,220

  • 24a · Other expenses: CONSULTING

    total $110,250 · program services $47,005 · management and general $63,245

  • 24b · Other expenses: EVENTS

    total $39,135 · program services $39,135

  • 24c · Other expenses: PRINTING AND MAILING

    total $14,502 · program services $2,958 · management and general $11,544

  • 24d · Other expenses: STIPENDS

    total $13,581 · program services $13,325 · management and general $256

  • 24e · All other expenses

    total $19,690 · program services $36,805 · management and general -$17,115

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $586,766 · end of year $581,531

  • 2 · Savings and temporary cash investments

    beginning of year $441,226 · end of year $455,466

  • 3 · Pledges and grants receivable

    beginning of year $190,945 · end of year $240,774

  • 9 · Prepaid expenses and deferred charges

    beginning of year $5,901 · end of year $368

  • 15 · Other assets

    beginning of year $140,923 · end of year $65,074

  • 17 · Accounts payable and accrued expenses

    beginning of year $64,427 · end of year $47,714

  • 25 · Other liabilities

    beginning of year $143,175 · end of year $66,347

  • 27 · Net assets without donor restrictions

    beginning of year $1,132,423 · end of year $1,160,933

  • 28 · Net assets with donor restrictions

    beginning of year $25,736 · end of year $68,219

Mission and programs · 2023

Mission

THE INSTITUTE FOR RESEARCH, EDUCATION, AND TRAINING IN ADDICTIONS (IRETA) IS A 501(C)(3) ORGANIZATION THAT IS HELPING PEOPLE RESPOND EFFECTIVELY TO SUBSTANCE USE AND RELATED PROBLEMS.

Activities or mission (Part I)

HELPING PEOPLE RESPOND EFFECTIVELY TO SUBSTANCE USE AND RELATED PROBLEMS.

  • SOUTHWEST BEHAVIORAL HEALTH MANAGEMENT INC. - TECHNICAL ASSISTANCE

    Expenses $367,907 · Revenue $433,067

  • RENEWAL INC.- TECHNICAL ASSISTANCE

    Expenses $280,000 · Revenue $280,000

  • CAPITAL AREA BEHAVIORAL HEALTH - IRETA IS TO ASSIST THE PROVIDER (DISCOVERY HOUSE METHADONE CLINIC) THROUGHOUT THEIR TRANSITION TO A PERSON CENTRIC AND RECOVERY-ORIENTED PROGRAM.

    Expenses $264,000 · Revenue $264,000

As filed on the 2023 return.

Listed in Part VII

  • Peter Luongo PhD LCSW-C

    EXECUTIVE DIRECTOR

    Total calculated
    $208,307
    From this org
    $199,407
    From related orgs
    $0
    Other
    $8,900
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $199,407
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $8,900
    Filer's total
    $208,307
  • Eric Hulsey Drph

    CHAIRPERSON

    Total calculated
    $0
    Hours/week
    6
  • Jesse D Scheck

    TREASURER

    Total calculated
    $0
    Hours/week
    5
  • Janet K Astle Pharmedd

    SECRETARY

    Total calculated
    $0
    Hours/week
    2
  • Hannah Cawoski

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2
  • David C McAdoo MBA

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2
  • Jeanne Minnicks MBA CFRE

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2
  • Gary Seech

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2
  • Alex Perla

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2
  • Dawn Lindsy PhD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2
  • Julius Habjanetz

    CFO

    Total calculated
    $105,863
    From this org
    $105,863
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Written employment contract
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2023
Filed
25 April 2025
IRS schema version
2023v6.0
Source object
202521159349301442

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.