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-CPETER 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 DrphERIC HULSEY DRPH
CHAIRPERSON
- Total calculated
- $0
- Hours/week
- 6
-
Jesse D ScheckJESSE D SCHECK
TREASURER
- Total calculated
- $0
- Hours/week
- 5
-
Janet K Astle PharmeddJANET K ASTLE PHARMEDD
SECRETARY
- Total calculated
- $0
- Hours/week
- 2
-
Hannah CawoskiHANNAH CAWOSKI
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
David C McAdoo MBADAVID C MCADOO MBA
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Jeanne Minnicks MBA CFREJEANNE MINNICKS MBA CFRE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Gary SeechGARY SEECH
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Alex PerlaALEX PERLA
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Dawn Lindsy PhDDAWN LINDSY PHD
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Julius HabjanetzJULIUS 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
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