Civic Intelligence

International Community Foundation

990 • Fiscal year 2016 • EIN 33-0457858

Jul 01, 2015 to Jun 30, 2016 • Filed on Mar 28, 2017

2505 N AvenueNational City, CA 91950

(619) 336-2250

Siviq Scores

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

Liabilities / Assets

22nd percentile

0.04x

Higher debt load relative to assets than 22% of similar nonprofits.

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

Liabilities / Revenue

19th percentile

0.07x

Higher debt load relative to revenue than 19% of similar nonprofits.

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

Net Margin

53rd percentile

3.0%

Higher net margin than 53% of similar nonprofits.

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

Top Officer Pay

47th percentile

$166,600

Higher top officer pay than 47% of similar nonprofits.

Top officer pay equals 1.6% of source-year revenue.

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

Asset Growth

47th percentile

1.3%

Faster asset growth than 47% of similar nonprofits.

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

Revenue Growth

55th percentile

4.7%

Faster revenue growth than 55% of similar nonprofits.

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

Assets

Up

$18,317,301

Up $239,167 (+1.3%) from 2015

Net Assets

Up

$17,637,158

Up $262,679 (+1.5%) from 2015

Liabilities

Down

$680,143

Down $23,512 (-3.3%) from 2015

Revenue

Up

$10,459,705

Up $465,096 (+4.7%) from 2015

Expenses

Up

$10,140,880

Up $281,856 (+2.9%) from 2015

Net Income

Up

$318,825

Up $183,240 (+135%) from 2015

Historical Trend

Balance Sheet Trend

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

$40M$30M$20M$10M$0Assets 2012: $13,452,853Liabilities 2012: $1,093,205Net Assets 2012: $12,359,6482012Assets 2013: $15,131,994Liabilities 2013: $1,274,921Net Assets 2013: $13,857,0732013Assets 2014: $19,355,083Liabilities 2014: $1,208,445Net Assets 2014: $18,146,6382014Assets 2015: $18,078,134Liabilities 2015: $703,655Net Assets 2015: $17,374,4792015Assets 2016: $18,317,301Liabilities 2016: $680,143Net Assets 2016: $17,637,1582016Assets 2017: $21,301,773Liabilities 2017: $2,149,830Net Assets 2017: $19,151,9432017Assets 2018: $22,282,538Liabilities 2018: $2,212,257Net Assets 2018: $20,070,2812018Assets 2019: $23,709,873Liabilities 2019: $2,132,625Net Assets 2019: $21,577,2482019Assets 2020: $29,279,922Liabilities 2020: $3,512,403Net Assets 2020: $25,767,5192020Assets 2021: $29,422,268Liabilities 2021: $2,336,746Net Assets 2021: $27,085,5222021Assets 2022: $32,650,875Liabilities 2022: $4,534,092Net Assets 2022: $28,116,7832022Assets 2023: $37,660,690Liabilities 2023: $5,843,276Net Assets 2023: $31,817,4142023Assets 2024: $39,051,493Liabilities 2024: $4,067,677Net Assets 2024: $34,983,8162024

Highlighted filing

2016

Assets$18,317,301
Liabilities$680,143
Net Assets$17,637,158

Operations Trend

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

$30M$20M$10M$0-$10MExpenses 2012: $6,373,5872012Expenses 2013: $6,825,4742013Revenue 2014: $11,442,389Expenses 2014: $8,041,701Net Income 2014: $3,400,6882014Revenue 2015: $9,994,609Expenses 2015: $9,859,024Net Income 2015: $135,5852015Revenue 2016: $10,459,705Expenses 2016: $10,140,880Net Income 2016: $318,8252016Revenue 2017: $12,780,024Expenses 2017: $11,867,287Net Income 2017: $912,7372017Revenue 2018: $14,460,066Expenses 2018: $13,270,048Net Income 2018: $1,190,0182018Revenue 2019: $12,647,611Expenses 2019: $11,603,495Net Income 2019: $1,044,1162019Revenue 2020: $25,762,686Expenses 2020: $21,174,887Net Income 2020: $4,587,7992020Revenue 2021: $13,734,101Expenses 2021: $14,282,531Net Income 2021: -$548,4302021Revenue 2022: $19,429,051Expenses 2022: $15,971,736Net Income 2022: $3,457,3152022Revenue 2023: $20,881,264Expenses 2023: $18,070,745Net Income 2023: $2,810,5192023Revenue 2024: $22,378,390Expenses 2024: $20,360,916Net Income 2024: $2,017,4742024

Highlighted filing

2016

Revenue$10,459,705
Expenses$10,140,880
Net Income$318,825
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Mar 28, 2017
Return Version
2015v3.0
Gross Receipts
$13,204,624
Mission and Program Overview

Mission

Foster charitable giving internationally by u.s. Donors with an emphasis on northwest mexico.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$8,967,721$8,717,115▼ $250,606
Investments Other Securities$5,596,347$5,616,184▲ $19,837
Savings and Temporary Cash Investments$2,877,973$2,741,775▼ $136,198
Accounts Receivable$21,219$634,334▲ $613,115
Land, Buildings, and Equipment, Net$342,491$351,298▲ $8,807
Prepaid Expenses and Deferred Charges$35,259$24,687▼ $10,572
Cash and Non-Interest-Bearing Accounts-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$18,078,134$18,317,301▲ $239,167
Other Assets Total$237,124$231,908▼ $5,216
Liabilities
Grants Payable$515,745$370,477▼ $145,268
Accounts Payable and Accrued Expenses$187,910$309,666▲ $121,756
Total Liabilities$703,655$680,143▼ $23,512
Net Assets / Fund Balance
Unrestricted Net Assets$9,034,585$8,695,054▼ $339,531
Permanently Rstr Net Assets$5,688,154$5,699,754▲ $11,600
Temporarily Rstr Net Assets$2,651,740$3,242,350▲ $590,610
Total Net Assets Fund Balance$17,374,479$17,637,158▲ $262,679
Total Liabilities and Net Assets / Fund Balance$18,078,134$18,317,301▲ $239,167

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$3,083$617-
Land$319,009--
Equipment$29,206$35,592-

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$6,921,827$11,600▲ $129,044$281,154$6,781,317
2014$7,391,347$186,568▲ $195,147$851,235$6,921,827
2013$5,311,368$1,345,550▲ $969,188$234,759$7,391,347
2012$5,000,399$4,900▲ $514,300$208,231$5,311,368
2011$4,985,179$59,172▲ $52,368$96,320$5,000,399
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Anne McenanyPresident & CEOFT$160,400$6,200$166,600

Board Members and Trustees

NameTitle
Alejandra Mier Y TeranChair
Samuel Simon Dychter MdImm. Past Chair
Jacqueline B MeyerVice Chair
Anthony KinningerBoard Member
Cheryl HammondBoard Member
Deborah L Riner PhdBoard Member
Gabriela ManriquezBoard Member
Gustavo a De La FuenteBoard Member
Irma Gigli MdBoard Member
James ClarkBoard Member
Mary L Walshok PhdBoard Member
Richard L RomneyBoard Member
Yuri a CalderonBoard Member
Cathe BurnhamSecretary
Atul PatelTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Moebius Partners LLCProgram Coordinator2832 NW THURMAN ST APT B, Portland, OR 97210-2356$167,867
Revenue and Support

Revenue Composition

Contributions and Grants
$10,184,907
Program Service Revenue
$0
Investment Income
$261,298
Other Revenue
$13,500
All Other Contributions
$10,184,907
Change in Net Assets
$318,825

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported Amount
Securities Miscellaneous4$2,150,457
Total Noncash Contributions4$2,150,457
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$7,797,390
Other Expenses$1,665,131
Salaries, Compensation, and Employee Benefits$678,359
Total Fundraising Expense$171,663
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Foreign Grants$5,482,325--$5,482,325
Grants to Domestic Orgs$2,315,065--$2,315,065
Other Salaries and Wages$256,974$92,992$56,286$406,252
Current Officers, Directors, Trustees, and Key Employees$34,320$85,800$51,480$171,600
Fees for Services Other$8,140$74,522-$82,662
Information Technology-$55,780$5,519$61,299
Payroll Taxes$23,766$14,587$8,792$47,145
Fees for Services Accounting-$46,913-$46,913
Other Employee Benefits$27,750$10,042$6,078$43,870
Travel$19,073$11,706$7,056$37,835
Advertising$11,168$2,234$8,935$22,337
Fees for Services Legal-$12,953$9,130$22,083
Other Expenses$24,377$15,767$8,055$15,767
Insurance-$12,362-$12,362
Pension Plan Contributions$6,004$2,173$1,315$9,492
Depreciation Depletion-$8,692-$8,692
Office Expenses-$4,403-$4,403
Total Functional Expenses$9,483,723$485,494$171,663$10,140,880
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
See AttachmentNational City, CA--$2,315,065

International Summary

Spending
$5,482,325

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
North AmericaGrantmaking-00$4,802,525
Central AmericaGrantmaking-00$347,433
South AmericaGrantmaking-00$332,367
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

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
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
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

The president and ceo review the irs form 990 and it is then sent to the audit committee for approval.the 990 is then made available for review at a board of directors meeting prior to the filing of the return.

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

The international community foundation has a board-approved conflict of interest policy that covers all aspects of its operations and applies to board, staff, and standing board committee members. The conflict of interest policy is signed by all board, staff and standing committee members on an annual basis.

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

The compensation committee obtained compensation summaries on ceo's from council on foundations. The current compensation survey for nonprofits in the southern california region served as a data point for determining executive compensation.

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

The international community foundation has an annual report that shows financial information with a note that complete financials are available on request. Additionally, the form 990 is on the icf webpage at www.icfdn.org/who we are. All of the policies including conflict of interest policy are listed on the webpage at www.icfdn.org/get-involved.

Filing and Contact Details

Filer

Filer Name
International Community Foundation
EIN
33-0457858
Phone
6193362250
Address
2505 N AVENUE, NATIONAL CITY, CA 91950

Signing Officer

Name
Anne Mcenany
Title
President & CEO
Signed
2017-03-28
Discuss with paid preparer
Yes

Organization Details

Formed
1990
Legal Domicile
CA
Voting Board Members
15
Independent Board Members
15
Employees
9
Volunteers
21

Preparer

Firm
West Rhode & Roberts
Address
2741 4th Ave, San Diego, CA 92103
Preparer
Christopher M Roberts
Phone
6196155380
Supplemental Narrative

Financial Statement Notes

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

The foundation has adopted investment and spending policies for endowment assets that attempt to provide a predictable stream of funding to programs supported by its endowment while seeking to maintain the purchasing power of the endowment assets. Endowment assets include those assets of donor-restricted funds that the foundation must hold in perpetuity. Actual returns in any given year may vary.

Part X : FIN48 Footnote

The Foundation and its supporting organization are exempt from income taxes under Section 501(c)(3) of the Internal Revenue Code and Section 23701 (d) of the State Revenue and Taxation Code. The Financial Accounting Standards Board (FASB) issued Accounting Standards Codification (ASC) No. 740-10, Accounting for Uncertainties in Income Tax, which sets a minimum threshold for financial statement recognition of the benefit of a tax position taken or expected to be taken in a tax return. The Foundation has reviewed its positions for all open tax years and has determined that it has no uncertain tax positions requiring accrual or disclosure.

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Desc0THE INTERNATIONAL COMMUNITY FOUNDATION IS THE COMMUNITY FOUNDATION THAT HELPS DONORS BETTER CONNECT WITH THE REGIONS THEY CARE ABOUT BECAUSE ICF HAS UNIQUE KNOWLEDGE OF THE ISSUES, DEEP RELATIONSHIPS WITH NONPROFIT ORGANIZATIONS IN THE BAJA/SEA OF CORTEZ REGION. ICF MAXIMIZES THE IMPACT OF DONATIONS BECAUSE ICF PROVIDES THE RIGHT INVESTMENTS CUSTOMIZED FOR A DONORS AREA OF PHILANTHROPIC INTEREST. ICFS PROFESSIONAL STAFF FOCUS ON HEALTH, EDUCATION, ENVIRONMENT, AND ARTS/CULTURE PROGRAM AREAS. IN FY 16, ICF GRANTED $7.8 MILLION TO 143 ORGANIZATIONS WORKING THROUGHOUT THE AMERICAS. IN FY 16, ICF HOSTED AN EDUCATION FORUM OF ITS GRANTEES BRINGING TOGETHER OVER 40 NONPROFITS TO DISCUSS PHILANTHROPIC EDUCATIONAL INTERVENTIONS IN MEXICO. ICF HELPED JUMPSTART THREE NEW WATERKEEPERS IN THE BAJA CALIFORNIA PENINSULA, ADDING TO THE SEVEN WATER ADVOCACY ORGANIZATIONS ALREADY IN PLACE. ICFS DULCE WIRELESS PROGRAM PUBLISHED THE RESULTS FROM ITS 300-PERSON TRIAL, DEMONSTRATING SIGNIFICANT IMPROVEMENTS IN INSULIN LEVELS POST-INTERVENTION. ICF HOSTED THREE CAPACITY-BUILDING WORKSHOPS FOR LOCAL MEXICAN ORGANIZATIONS. ICF INCUBATED SPECIAL PROJECTS ON FOOD SECURITY, AIR QUALITY, LAND USE/ZONING/URBAN MOBILITY IN LA PAZ, LAND CONSERVATION IN THE GALAPAGOS, DIABETES TREATMENT IN TIJUANA, CERVICAL CANCER DIAGNOSIS IN TIJUANA, SCIENTIFIC EXPLORATIONS IN THE GALAPAGOS AND GULF OF CALIFORNIA, AND ARTS/CULTURAL FESTIVALS THROUGHOUT THE CROSS-BORDER REGION.
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IRS990/Form990PartVIISectionAGrp/TitleTxt14IMM. PAST CHAIR
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IRS990/ProgSrvcAccomActy2Grp/Desc0ICF PROVIDED OPERATIONAL AND PROGRAMMATIC SUPPORT TO THE ICF CENTER FOR CROSS-BORDER PHILANTHROPY (DBA OLIVEWOOD GARDENS & LEARNING CENTER), THE INTERNATIONAL COMMUNITY FOUNDATIONS TYPE 1 SUPPORTING ORGANIZATION THAT CONNECTS AND MOTIVATES STUDENTS AND FAMILIES FROM DIVERSE BACKGROUNDS IN THE SAN DIEGO-BAJA CALIFORNIA BORDER REGION THROUGH ORGANIC GARDENING, ENVIRONMENTAL STEWARDSHIP, AND NUTRITION EDUCATION, WHILE EMPOWERING THEM TO BE HEALTHY AND ACTIVE CITIZENS.
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