Civic Intelligence

International Service Fellowship USA

990 • Fiscal year 2016 • EIN 23-1644377

Apr 01, 2015 to Mar 31, 2016 • Filed on Nov 10, 2016

7000 Ludlow StreetUpper Darby, PA 19082

(610) 352-0581

Siviq Scores

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

Liabilities / Assets

59th percentile

0.32x

Higher debt load relative to assets than 59% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Liabilities / Revenue

75th percentile

0.80x

Higher debt load relative to revenue than 75% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Net Margin

17th percentile

-11%

Higher net margin than 17% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Top Officer Pay

28th percentile

$117,964

Higher top officer pay than 28% of similar nonprofits.

Top officer pay equals 2.0% of source-year revenue.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Asset Growth

21st percentile

-4.0%

Faster asset growth than 21% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Revenue Growth

25th percentile

-7.3%

Faster revenue growth than 25% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Assets

Down

$14,617,333

Down $601,496 (-4.0%) from 2015

Net Assets

Down

$9,896,583

Down $398,237 (-3.9%) from 2015

Liabilities

Down

$4,720,750

Down $203,259 (-4.1%) from 2015

Revenue

Down

$5,913,742

Down $468,404 (-7.3%) from 2015

Expenses

Up

$6,550,302

Up $96,773 (+1.5%) from 2015

Net Income

Down

-$636,560

Down $565,177 (-792%) from 2015

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$30M$20M$10M$0Assets 2011: $12,953,138Liabilities 2011: $4,254,599Net Assets 2011: $8,698,5392011Assets 2012: $13,043,253Liabilities 2012: $4,413,080Net Assets 2012: $8,630,1732012Assets 2013: $13,369,903Liabilities 2013: $4,433,521Net Assets 2013: $8,936,3822013Assets 2014: $14,550,665Liabilities 2014: $4,788,710Net Assets 2014: $9,761,9552014Assets 2015: $15,218,829Liabilities 2015: $4,924,009Net Assets 2015: $10,294,8202015Assets 2016: $14,617,333Liabilities 2016: $4,720,750Net Assets 2016: $9,896,5832016Assets 2017: $15,150,282Liabilities 2017: $4,844,684Net Assets 2017: $10,305,5982017Assets 2018: $15,959,476Liabilities 2018: $5,075,724Net Assets 2018: $10,883,7522018Assets 2019: $15,735,856Liabilities 2019: $5,167,763Net Assets 2019: $10,568,0932019Assets 2020: $14,953,646Liabilities 2020: $4,966,676Net Assets 2020: $9,986,9702020Assets 2021: $19,298,475Liabilities 2021: $6,590,919Net Assets 2021: $12,707,5562021Assets 2022: $20,365,794Liabilities 2022: $6,166,822Net Assets 2022: $14,198,9722022Assets 2023: $18,637,165Liabilities 2023: $5,606,021Net Assets 2023: $13,031,1442023Assets 2024: $22,909,990Liabilities 2024: $6,441,555Net Assets 2024: $16,468,4352024Assets 2025: $23,675,138Liabilities 2025: $6,612,642Net Assets 2025: $17,062,4962025

Highlighted filing

2016

Assets$14,617,333
Liabilities$4,720,750
Net Assets$9,896,583

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$10M$5.0M$0-$5.0MExpenses 2011: $6,825,2122011Expenses 2012: $6,679,5622012Expenses 2013: $6,428,9132013Revenue 2014: $6,706,412Expenses 2014: $6,710,667Net Income 2014: -$4,2552014Revenue 2015: $6,382,146Expenses 2015: $6,453,529Net Income 2015: -$71,3832015Revenue 2016: $5,913,742Expenses 2016: $6,550,302Net Income 2016: -$636,5602016Revenue 2017: $5,913,555Expenses 2017: $6,078,115Net Income 2017: -$164,5602017Revenue 2018: $5,924,346Expenses 2018: $6,144,110Net Income 2018: -$219,7642018Revenue 2019: $5,635,892Expenses 2019: $6,555,219Net Income 2019: -$919,3272019Revenue 2020: $5,743,229Expenses 2020: $6,067,316Net Income 2020: -$324,0872020Revenue 2021: $6,968,633Expenses 2021: $6,114,348Net Income 2021: $854,2852021Revenue 2022: $7,523,822Expenses 2022: $6,734,324Net Income 2022: $789,4982022Revenue 2023: $6,320,518Expenses 2023: $7,043,088Net Income 2023: -$722,5702023Revenue 2024: $8,066,834Expenses 2024: $7,357,587Net Income 2024: $709,2472024Revenue 2025: $8,442,275Expenses 2025: $8,608,003Net Income 2025: -$165,7282025

Highlighted filing

2016

Revenue$5,913,742
Expenses$6,550,302
Net Income-$636,560
Jump To
Filing Snapshot
Filing Period
Apr 1, 2015 to Mar 31, 2016
Signed
Nov 10, 2016
Return Version
2015v2.0
Gross Receipts
$10,868,345
Mission and Program Overview

Mission

Interserve USA recruits, sends, and supports Christian professionals from America who live and work long term, generally among the poor, in places which need their expertise; especially in medicine, development, education, English as a second language, computer literacy, and agriculture. Funds transferred to other organizations by Interserve USA are either for ministry projects supervised by Interserve USA employees on site, who are directly accountable to Interserve USA, or they are given to organizations which in turn provide evidence of appropriate supervision and accountability.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$14,245,084$13,671,662▼ $573,422
Cash and Non-Interest-Bearing Accounts$475,303$454,750▼ $20,553
Land, Buildings, and Equipment, Net$300,925$301,683▲ $758
Inventories for Sale or Use$27,047$23,234▼ $3,813
Prepaid Expenses and Deferred Charges$39,348$16,715▼ $22,633
Accounts Receivable-$8,047-
Pledges and Grants Receivable$6,004$0▼ $6,004
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Total Assets$15,218,829$14,617,333▼ $601,496
Other Assets Total$125,118$141,242▲ $16,124
Liabilities
Other Liabilities$4,863,355$4,663,638▼ $199,717
Accounts Payable and Accrued Expenses$53,987$52,945▼ $1,042
Unsecured Notes Loans Payable$6,667$4,167▼ $2,500
Total Liabilities$4,924,009$4,720,750▼ $203,259
Net Assets / Fund Balance
Permanently Rstr Net Assets$8,221,832$7,838,611▼ $383,221
Unrestricted Net Assets$995,711$1,169,739▲ $174,028
Temporarily Rstr Net Assets$1,077,277$888,233▼ $189,044
Total Net Assets Fund Balance$10,294,820$9,896,583▼ $398,237
Total Liabilities and Net Assets / Fund Balance$15,218,829$14,617,333▼ $601,496

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$240,699$384,252-
Land$12,000--
Equipment$48,984$172,191-

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$8,221,832$28,565▲ $12,450$424,236$7,838,611
2014$7,866,553$56,180▲ $668,253$369,154$8,221,832
2013$7,131,592$17,755▲ $1,001,918$284,712$7,866,553
2012$6,912,509$19,255▲ $451,116$251,288$7,131,592
2011$6,942,564$34,490▲ $247,951$312,496$6,912,509
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Pat KrayerExecutive DirectorFT$94,587$23,377$117,964
John KennedyAssoc Exec DirectorFT$79,205$8,463$87,668
Robert F DolanFinance DirectorFT$65,499$13,783$79,282

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$5,665,608
Program Service Revenue
$0
Investment Income
$-213,322
Other Revenue
$461,456
All Other Contributions
$5,665,608
Change in Net Assets
$-636,560

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,913,742
Revenue Not Reported on Form 990
$242,136
Total Revenue per Audited Statements
$6,155,878
Total Revenue per Form 990
$5,913,742
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,760,821
Other Expenses$1,675,033
Grants and Similar Amounts Paid$1,114,448
Total Fundraising Expense$136,634
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,807,665$260,464$8,365$2,076,494
Foreign Grants$1,050,984--$1,050,984
Other Employee Benefits$708,040$115,058-$823,098
Payroll Taxes$285,557$40,526-$326,083
Current Officers, Directors, Trustees, and Key Employees$90,000$169,497$24,462$283,959
Pension Plan Contributions$210,525$23,400-$233,925
Other Expenses$107,980$-372,683$44,954$107,980
Office Expenses-$54,244$14,316$68,560
Travel$34,245$29,979-$64,224
Grants to Domestic Individuals$63,464--$63,464
Advertising-$16,637$44,537$61,174
Conferences and Meetings-$60,210-$60,210
Fees for Service Investment Mgmnt Fees-$56,706-$56,706
Information Technology-$55,166-$55,166
Fees for Services Other-$53,070-$53,070
Fees for Services Legal-$51,436-$51,436
Occupancy-$34,500-$34,500
Depreciation Depletion-$30,384-$30,384
Comp Disqual Persons-$17,262-$17,262
Insurance-$11,203-$11,203
Fees for Services Accounting-$10,250-$10,250
Interest-$184-$184
Total Functional Expenses$5,696,175$717,493$136,634$6,550,302

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$6,554,115
Expenses per Audited Statements$6,550,302
Total Expenses per Form 990$6,550,302
Expenses Not Reported on Form 990$3,813
International Activity

International Summary

Offices
15
Employees
90
Spending
$1,114,524

International Compliance

Foreign grant records maintained
Yes
Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
South AsiaProgram servicesOperations Work120$523,219
EuropeProgram servicesOperations Work48$218,286
North AmericaProgram servicesOperations Work20$164,792
East Asia & PacificProgram servicesOperations Work727$131,520
Russia & New Indep StatesProgram servicesOperations Work018$68,885
Middle East & N AfricaProgram servicesOperations Work017$4,431
South AmericaProgram servicesOperations Work10$3,391
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
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Charles Krissboard memberLegal servicesNo$42,029

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Accrued defined contribution benefits$3,749,875
Accrued education benefits$350,421
Accrued retirement$306,305
Annuity obligations$131,680
Accrued payroll, vacation, and taxes$82,722
Due to International Council$42,634
Rounding$1
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
Yes
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

A copy of Form 990 is electronically sent to the board to be reviewed.

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

A copy of the Conflict of Interest policy is provided to each member of the Board of Trustees annually at the March meeting. Members are requested to review the policy, sign it, and note any exceptions they may have.

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

The salary for the Executive Director is set by the board. Other salaries are set by the Executive Director with approval of the board executive committee. All salaries are compared to similar positions in comparable Organizations.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

International Service Fellowship is a member of ECFA (Evangelical Council for Financial Accountability) and as such provides our audit report to anyone upon request. Our web site includes a financial summary for the prior year and offers our complete audit to anyone upon request. We are committed to full disclosure, so if anyone asks for our original tax documents we will provide the material requested. In addition, the last three years of the 990 are readily available to anyone who comes to the office and would like to review those documents.

Filing and Contact Details

Filer

Filer Name
International Service Fellowship
EIN
23-1644377
Phone
6103520581
Address
7000 LUDLOW STREET, UPPER DARBY, PA 19082

Signing Officer

Name
Robert F Dolan
Title
Finance Director
Signed
2016-11-10
Discuss with paid preparer
Yes

Organization Details

Formed
1964
Legal Domicile
Pa
Voting Board Members
15
Independent Board Members
15
Employees
94

Preparer

Firm
Morey Nee Buck & Oswald LLC
Address
2571 BAGLYOS CIR STE B20, BETHLEHEM, PA 18020-8046
Preparer
William C Oswald
Phone
6108821000
Supplemental Narrative

Financial Statement Notes

Part V, Line 4: Intended uses of the endowment fund.

The endowment fund assets to be held indefinitely, the income from the assets can be used to support the Organization's general activities.

Part X : FIN48 Footnote

The preparation of the financial statements in conformity with accounting principles generally accepted in the United States of America requires the Organization to report information regarding its exposure to various tax positions taken. Management has performed their evaluation and believes there are no unrecognized tax positions that are required to be disclosed.The Organization is subject to routine audits by taxing jurisdictions; however, there are currently no audits for tax periods in progress. The Organizations policy is to classify income tax related interest and penalties, if any,in interest expense and other expenses, respectively.

Part XI, Line 2D: Other revenue amounts included in F/S but not included on form 990

cost of goods sold $3813

Part XII, Line 2D: Other expenses and losses per audited F/S

cost of goods sold reported on pg 9 $3813

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IRS990/Form990PartVIISectionAGrp/PersonNm0David L Evans Esq
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IRS990/Form990PartVIISectionAGrp/PersonNm2Scott Lee
IRS990/Form990PartVIISectionAGrp/PersonNm3Alex Shih
IRS990/Form990PartVIISectionAGrp/PersonNm4David Vreeland
IRS990/Form990PartVIISectionAGrp/PersonNm5Grace Dyrness
IRS990/Form990PartVIISectionAGrp/PersonNm6Charles Kriss Esq
IRS990/Form990PartVIISectionAGrp/PersonNm7Joe Lemaster
IRS990/Form990PartVIISectionAGrp/PersonNm8Kenneth Wozniak
IRS990/Form990PartVIISectionAGrp/PersonNm9Susan Obenschain
IRS990/Form990PartVIISectionAGrp/PersonNm10Dennis Mathew
IRS990/Form990PartVIISectionAGrp/PersonNm11Robert Drysdale
IRS990/Form990PartVIISectionAGrp/PersonNm12Eva Peters
IRS990/Form990PartVIISectionAGrp/PersonNm13Phillip Thomas
IRS990/Form990PartVIISectionAGrp/PersonNm14Selina Lin MD
IRS990/Form990PartVIISectionAGrp/PersonNm15Donald Jones
IRS990/Form990PartVIISectionAGrp/PersonNm16Pat Krayer
IRS990/Form990PartVIISectionAGrp/PersonNm17John Kennedy
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IRS990/Form990PartVIISectionAGrp/TitleTxt14trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt15trustee
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IRS990/MissionDesc0Interserve USA recruits, sends, and supports Christian professionals from America who live and work long term, generally among the poor, in places which need their expertise; especially in medicine, development, education, English as a second language, computer literacy, and agriculture. Funds transferred to other organizations by Interserve USA are either for ministry projects supervised by Interserve USA employees on site, who are directly accountable to Interserve USA, or they are given to organizations which in turn provide evidence of appropriate supervision and accountability.
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$23.7$6.61$17.1$8.44$8.61$0.17
2024Detailed filing. Detailed filing data is available for this year.$22.9$6.44$16.5$8.07$7.36$0.71
2023Detailed filing. Detailed filing data is available for this year.$18.6$5.61$13.0$6.32$7.04$0.72
2022Detailed filing. Detailed filing data is available for this year.$20.4$6.17$14.2$7.52$6.73$0.79
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$19.3$6.59$12.7$6.97$6.11$0.85
2020Detailed filing. Detailed filing data is available for this year.$15.0$4.97$9.99$5.74$6.07$0.32
2019Detailed filing. Detailed filing data is available for this year.$15.7$5.17$10.6$5.64$6.56$0.92
2018Detailed filing. Detailed filing data is available for this year.$16.0$5.08$10.9$5.92$6.14$0.22
2017Detailed filing. Detailed filing data is available for this year.$15.2$4.84$10.3$5.91$6.08$0.16
2016Detailed filing. Detailed filing data is available for this year.$14.6$4.72$9.90$5.91$6.55$0.64
2015Detailed filing. Detailed filing data is available for this year.$15.2$4.92$10.3$6.38$6.45$0.07
2014Detailed filing. Detailed filing data is available for this year.$14.6$4.79$9.76$6.71$6.71$0.00
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.4$4.43$8.94$6.43
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.0$4.41$8.63$6.68
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.0$4.25$8.70$6.83
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)3 • $10M-$25M nonprofits