Civic Intelligence

Imperial Valley Community Foundation

990 • Fiscal year 2021 • EIN 33-0681176

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 15, 2021

Organization Profilewww.ivcommunityfoundation.org
PO Box 2739El Centro, CA 92244

(760) 336-0055

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

17th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

83rd percentile

42%

Higher net margin than 83% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

64th percentile

$86,667

Higher top officer pay than 64% of similar nonprofits.

Top officer pay equals 13.5% of source-year revenue.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2021

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2021

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$4,333,036

Up $1,487,274 (+52%) from 2017

Net Assets

Up

$4,333,036

Up $1,487,274 (+52%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin83rd percentile

Revenue

Up

$640,210

Up $368,033 (+135%) from 2017

Expenses

Up

$370,738

Up $81,346 (+28%) from 2017

Net Income

Up

$269,472

Up $286,687 (+1665%) from 2017

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$6.0M$4.0M$2.0M$0Assets 2014: $2,897,281Liabilities 2014: $117Net Assets 2014: $2,897,1642014Assets 2015: $2,896,811Liabilities 2015: $107Net Assets 2015: $2,896,7042015Assets 2016: $2,862,977Liabilities 2016: $0Net Assets 2016: $2,862,9772016Assets 2017: $2,845,762Liabilities 2017: $0Net Assets 2017: $2,845,7622017Assets 2021: $4,333,036Liabilities 2021: $0Net Assets 2021: $4,333,0362021Assets 2022: $4,363,002Liabilities 2022: $0Net Assets 2022: $4,363,0022022Assets 2023: $5,138,378Liabilities 2023: $0Net Assets 2023: $5,138,3782023Assets 2024: $5,515,844Liabilities 2024: $938Net Assets 2024: $5,514,9062024Assets 2025: $5,781,950Liabilities 2025: $926Net Assets 2025: $5,781,0242025

Highlighted filing

2021

Assets$4,333,036
Liabilities$0
Net Assets$4,333,036
Open 2021 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2014: $2,264,560Expenses 2014: $315,195Net Income 2014: $1,949,3652014Revenue 2015: $334,738Expenses 2015: $335,198Net Income 2015: -$4602015Revenue 2016: $350,730Expenses 2016: $384,457Net Income 2016: -$33,7272016Revenue 2017: $272,177Expenses 2017: $289,392Net Income 2017: -$17,2152017Revenue 2021: $640,210Expenses 2021: $370,738Net Income 2021: $269,4722021Revenue 2022: $834,202Expenses 2022: $369,018Net Income 2022: $465,1842022Revenue 2023: $939,561Expenses 2023: $395,705Net Income 2023: $543,8562023Revenue 2024: $635,492Expenses 2024: $466,898Net Income 2024: $168,5942024Revenue 2025: $660,735Expenses 2025: $676,014Net Income 2025: -$15,2792025

Highlighted filing

2021

Revenue$640,210
Expenses$370,738
Net Income$269,472
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 15, 2021
Return Version
2020v4.0
Gross Receipts
$654,675
Mission and Program Overview

Mission

To Champion local philanthropy to benefit the Imperial Valley community by helping donors fulfill their philanthropic goals while preserving enduring charitable assets forever.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$3,096,895$3,791,836▲ $694,941
Cash and Non-Interest-Bearing Accounts$419,045$541,200▲ $122,155
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$3,515,940$4,333,036▲ $817,096
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$16,186--
Total Liabilities$16,186$0▼ $16,186
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,438,335$2,271,617▲ $833,282
Net Assets With Donor Restrictions$2,061,419$2,061,419→ $0
Total Net Assets Fund Balance$3,499,754$4,333,036▲ $833,282
Total Liabilities and Net Assets / Fund Balance$3,515,940$4,333,036▲ $817,096

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$1,540$1,540

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$3,513,145$235,461▲ $841,159-$4,309,121
2019$3,536,656$176,798▲ $74,418-$3,513,138
2018$3,159,353$529,005▲ $207,383-$3,536,656
2017$3,080,479$192,367▲ $178,738-$3,159,353
2016$2,878,622$177,555▲ $299,174-$3,080,479
Compensation and Service Providers
Top Officer Pay64th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Robert M BrockPresident & CEOFT$86,667$86,667

Board Members and Trustees

NameTitle
Aaron PopejoyChairman
Paul CameronPast Chairman
Anne IrigoyenVice Chairwoman
Betty TrimmDirector
Cesar RodriguezDirector
Cherisse AlfordDirector
Cindy ElmoreDirector
Cliff CaldwellDirector
Dr Richard GutierrezDirector
Drew WilliamsDirector
Joe ServinDirector
Julie HamiltonDirector
Natalie Castillo-EricksonDirector
Patricia OjedaDirector
Robert RubioDirector
Lupita IslasSecretary
Mark AllegranzaTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$328,481
Program Service Revenue
$0
Investment Income
$247,339
Other Revenue
$64,390
All Other Contributions
$328,481
Change in Net Assets
$269,472
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$172,383
Other Expenses$104,904
Salaries, Compensation, and Employee Benefits$93,451
Total Fundraising Expense$10,253
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$172,383--$172,383
Current Officers, Directors, Trustees, and Key Employees$74,761$9,345$9,345$93,451
Fees for Service Investment Mgmnt Fees-$70,504-$70,504
Fees for Services Accounting-$9,000-$9,000
Office Expenses$6,203$775$776$7,754
Insurance$5,517$613-$6,130
Occupancy$3,758$417-$4,175
Advertising$1,067$133$132$1,332
Other Expenses$1,106$741-$741
All Other Expenses-$712-$712
Information Technology-$154-$154
Total Functional Expenses$267,236$93,249$10,253$370,738
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Republic Services #467Phoenix, AZ-Clean up of community$31,971
Pacific Coast Conservation AlPaso Robles, CA501 (c)For General Support$17,076
IV College FoundationImperial, CA501 (c)Schoolarship Contribution$9,931
Boys & Girls Club of IVBrawley, CA501 (c)Literacy Program$8,860
Mom-SenseEl Cnetro, CA501 (c)For General Support$7,500
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$78,855
Fundraising Direct Expenses$14,465
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
IVCF Golf Tournament$67,105$67,105$13,757$53,348
National Philanthropy Day - IV$11,750$11,750$270$11,480
Total Events$78,855$78,855$14,027$64,828
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
No
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
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
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

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

“Form 990 is reviewed by the President/CEO and the Board of Directors.”

Form 990, Part VI, Line 18: Explanation of Other Means Forms Available For Public Inspection

“Upon Request and also avaliable at certian web sites.”

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

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Imperial Valley Community Foundation
EIN
33-0681176
Phone
7603360055
Address
PO Box 2739, El Centro, CA 92244

Signing Officer

Name
Robert M Brock
Title
President & CEO
Signed
2021-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert M Brock
Legal Domicile
CA
Voting Board Members
17
Independent Board Members
17
Employees
1
Volunteers
40

Preparer

Firm
Roger Tubach CPA
Address
2421 W Hamilton Ave, El Centro, CA 92243
Preparer
Roger Tubach
Phone
7605624574
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IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
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IRS990/Form990PartVIISectionAGrp/TitleTxt15Director
IRS990/Form990PartVIISectionAGrp/TitleTxt16Director
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IRS990/PoliticalCampaignActyInd0false
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Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,333,036
Liabilities
$0
Net assets
$4,333,036
Revenue
$640,210
Expenses
$370,738
Net income
$269,472
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.78$0.00$5.78$0.66$0.68$0.02
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.52$0.00$5.51$0.64$0.47$0.17
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.14$0.00$5.14$0.94$0.40$0.54
2022Detailed filing. Detailed filing data is available for this year.$4.36$0.00$4.36$0.83$0.37$0.47
2021Detailed filing. Detailed filing data is available for this year.$4.33$0.00$4.33$0.64$0.37$0.27
2017Detailed filing. Detailed filing data is available for this year.$2.85$0.00$2.85$0.27$0.29$0.02
2016Detailed filing. Detailed filing data is available for this year.$2.86$0.00$2.86$0.35$0.38$0.03
2015Detailed filing. Detailed filing data is available for this year.$2.90$0.00$2.90$0.33$0.34$0.00
2014Detailed filing. Detailed filing data is available for this year.$2.90$0.00$2.90$2.26$0.32$1.95