Civic Intelligence

Imperial Valley Community Foundation

990 • Fiscal year 2024 • EIN 33-0681176

Jul 01, 2023 to Jun 30, 2024 • Filed on Nov 15, 2024

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

(760) 336-0055

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$5,515,844

Flat from 2024

Net Assets

Flat

$5,514,906

Flat from 2024

Liabilities

Flat

$938

Flat from 2024

Revenue And Expenses

Revenue

Flat

$635,492

Flat from 2024

Expenses

Flat

$466,898

Flat from 2024

Net Income

Flat

$168,594

Flat from 2024

Historical Trend

Balance Sheet Trend

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 2024: $5,515,844Liabilities 2024: $938Net Assets 2024: $5,514,9062024Assets 2025: $5,781,950Liabilities 2025: $926Net Assets 2025: $5,781,0242025

Highlighted filing

2024

Assets$5,515,844
Liabilities$938
Net Assets$5,514,906
Open 2024 Filing

Operations Trend

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 2024: $635,492Expenses 2024: $466,898Net Income 2024: $168,5942024Revenue 2025: $660,735Expenses 2025: $676,014Net Income 2025: -$15,2792025

Highlighted filing

2024

Revenue$635,492
Expenses$466,898
Net Income$168,594
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 15, 2024
Return Version
2023v5.1
Gross Receipts
$671,106
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$4,520,936$4,789,814▲ $268,878
Cash and Non-Interest-Bearing Accounts$617,442$723,780▲ $106,338
Accounts Receivable-$2,250-
Savings and Temporary Cash Investments-$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$5,138,378$5,515,844▲ $377,466
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses-$938-
Total Liabilities$0$938▲ $938
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,076,959$3,453,487▲ $376,528
Net Assets With Donor Restrictions$2,061,419$2,061,419→ $0
Total Net Assets Fund Balance$5,138,378$5,514,906▲ $376,528
Total Liabilities and Net Assets / Fund Balance$5,138,378$5,515,844▲ $377,466

Asset Categories

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

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$5,074,737$336,729▲ $374,551-$5,388,682
2022$4,294,531$685,831▲ $362,844-$5,074,737
2021$4,309,121$656,061▼ $425,044-$4,294,531
2020$3,513,145$235,461▲ $841,159-$4,309,121
2019$3,536,656$176,798▲ $74,418-$3,513,138
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Robert M BrockPresident & CEOFT$80,000$80,000

Board Members and Trustees

NameTitle
Cindy ElmoreChair
Anne IrigoyenImmed PastChair
Paul CameronPast Chair
Joe ServinVice Chair
Bobby BenavidezDirector
Cami SturdevantDirector
Chris HerringDirector
Cliff CaldwellDirector
Drew WilliamsDirector
Herman GarciaDirector
Jaymee ChanDirector
Margarita MagallanesDirector
Patrcia OjedaDirector
Patti WilsonDirector
Robert RubioDirector
Valentina EstesDirector
Lupita IslasSecretary
Mark AllegranzaTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$398,941
Program Service Revenue
$0
Investment Income
$166,627
Other Revenue
$69,924
All Other Contributions
$398,941
Change in Net Assets
$168,594
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$249,737
Other Expenses$130,845
Salaries, Compensation, and Employee Benefits$86,316
Total Fundraising Expense$9,944
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$249,737--$249,737
Fees for Service Investment Mgmnt Fees-$85,222-$85,222
Current Officers, Directors, Trustees, and Key Employees$64,000$8,000$8,000$80,000
Office Expenses$9,168$1,146$1,146$11,460
Occupancy$6,773$753-$7,526
Payroll Taxes$5,053$632$631$6,316
Insurance$3,405$378-$3,783
Advertising$1,342$168$167$1,677
Fees for Services Accounting-$1,600-$1,600
All Other Expenses$382$727-$1,109
Other Expenses$1,487$581-$581
Information Technology-$445-$445
Travel$30--$30
Total Functional Expenses$357,302$99,652$9,944$466,898
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Calipatria Unified School DisCalipatria, CAPublic Education InsEducation$60,000
Calipatria High SchoolCalipatria, CAPublic Education InsEducation$42,735
Pacific Coast Conservation AlPaso Robles, CA501(c)(3)Conservation Easement Management$17,343
Republic Services #467Phoenix, AZ501(c)(3)Community Cleanup$10,407
Imperial Valley Trails & LandPaso Robles, CA501(c)(3)Conservation Easement Management$10,321
Imperial County SELPA CoFEl Centro, CA170(c)Education/Youth Services-Special Ed$10,000
Soroptimist International ofEl Centro, CA-Education Teen and Woman Services$10,000
Grand Canyon UniversityPhoenix, AZ501(c)(3)Schloorships$8,000
Best Step Forward Calip PALCalipatria, CA501(c)(3)Education / Youth Services$6,000
CASA of Imperial CountyEl Centro, CA501(c)(3)Education / Youth Services$6,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$105,538
Fundraising Direct Expenses$35,614
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
IVCF Golf Tournament$82,023$82,023$22,250$59,773
National Philanthropy Day - IV$23,515$23,515$13,364$10,151
Total Events$105,538$105,538$35,614$69,924
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, Section B, Line 11B

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

Form 990, Part VI, Section C, Line 18

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

Form 990, Part VI, Section C, Line 19

“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
2024-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert M Brock
Formed
1995
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/TitleTxt4Secretary
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IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt13Director
IRS990/Form990PartVIISectionAGrp/TitleTxt14Director
IRS990/Form990PartVIISectionAGrp/TitleTxt15Director
IRS990/Form990PartVIISectionAGrp/TitleTxt16Director
IRS990/Form990PartVIISectionAGrp/TitleTxt17Vice Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt18Director
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Document Assets

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Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,515,844
Liabilities
$938
Net assets
$5,514,906
Revenue
$635,492
Expenses
$466,898
Net income
$168,594
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
2024Detailed filing. Detailed filing data is available for this year.$5.52$0.00$5.51$0.64$0.47$0.17
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