Civic Intelligence

Social Venture Circle 4

990 • Fiscal year 2014 • EIN 36-3836645

Jan 01, 2014 to Dec 31, 2014 • Filed on Oct 29, 2015

Organization Profilewww.investorscircle.net
200 N Mangum Street Suite 203Durham, NC 27701

(919) 530-1177

Siviq Scores

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

Liabilities / Assets

89th percentile

0.70x

Higher debt load relative to assets than 89% of similar nonprofits.

2014 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

51st percentile

0.05x

Higher debt load relative to revenue than 51% of similar nonprofits.

2014 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2014

Net Margin

43rd percentile

2.2%

Higher net margin than 43% of similar nonprofits.

2014 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

93rd percentile

$110,728

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 12.7% of source-year revenue.

2014 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2014

Asset Growth

Score unavailable

No value available

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

Source year 2014

Revenue Growth

Score unavailable

No value available

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

Source year 2014

Balance Sheet
Liabilities / Assets89th percentile

Assets

$61,182

No earlier filing loaded for comparison.

Net Assets

$18,409

No earlier filing loaded for comparison.

Liabilities

$42,773

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue51st percentileNet Margin43rd percentile

Revenue

$873,583

No earlier filing loaded for comparison.

Expenses

$854,358

No earlier filing loaded for comparison.

Net Income

$19,225

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$300K$200K$100K$0Assets 2014: $61,182Liabilities 2014: $42,773Net Assets 2014: $18,4092014Assets 2015: $168,729Liabilities 2015: $57,035Net Assets 2015: $111,6942015Assets 2016: $242,973Liabilities 2016: $22,151Net Assets 2016: $220,8222016Assets 2017: $298,282Liabilities 2017: $47,902Net Assets 2017: $250,3802017Assets 2018: $230,072Liabilities 2018: $108,587Net Assets 2018: $121,4852018Assets 2020: $0Liabilities 2020: $0Net Assets 2020: $02020

Highlighted filing

2014

Assets$61,182
Liabilities$42,773
Net Assets$18,409
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.5M$1.0M$500K$0-$500KRevenue 2014: $873,583Expenses 2014: $854,358Net Income 2014: $19,2252014Revenue 2015: $1,029,105Expenses 2015: $930,820Net Income 2015: $98,2852015Revenue 2016: $1,149,181Expenses 2016: $1,040,327Net Income 2016: $108,8542016Revenue 2017: $1,416,421Expenses 2017: $1,380,039Net Income 2017: $36,3822017Revenue 2018: $846,168Expenses 2018: $975,162Net Income 2018: -$128,9942018Revenue 2020: $601Expenses 2020: $270,430Net Income 2020: -$269,8292020

Highlighted filing

2014

Revenue$873,583
Expenses$854,358
Net Income$19,225
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Oct 29, 2015
Return Version
2014v5.0
Gross Receipts
$873,583
Mission and Program Overview

Mission

To provide impact investor and impact entrepreneurial educational services.

To provide impact investor and impact entrepreneur educational services

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$11,363$32,868▲ $21,505
Accounts Receivable$36,023$20,958▼ $15,065
Rtn Earn Endowment Incm Other Fnds$-816$18,409▲ $19,225
Land, Buildings, and Equipment, Net$1,932$7,059▲ $5,127
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$49,318$61,182▲ $11,864
Other Assets Total-$297-
Liabilities
Accounts Payable and Accrued Expenses$23,385$30,273▲ $6,888
Other Liabilities$26,749--
Deferred Revenue$0$12,500▲ $12,500
Total Liabilities$50,134$42,773▼ $7,361
Net Assets / Fund Balance
Total Net Assets Fund Balance$-816$18,409▲ $19,225
Total Liabilities and Net Assets / Fund Balance$49,318$61,182▲ $11,864

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$0$0$0
Other Land Buildings$0$0$0
Land$0-$0
Equipment$7,059$27,157$0
Leasehold Improvements$0$0$0
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Bonny MoellenbrockPresidentFT$110,728$110,728

Board Members and Trustees

NameTitle
Cathy ClarkChair
Tom BalderstonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$662,494
Program Service Revenue
$211,089
Investment Income
$0
Other Revenue
$0
All Other Contributions
$457,327
Change in Net Assets
$19,225
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$574,615
Other Expenses$279,743
Total Fundraising Expense$140,595
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$327,027$60,946$105,055$493,028
Travel$72,989$10,329$3,557$86,875
Payroll Taxes$28,197$5,255$9,058$42,510
Advertising$24,712$1,966$3,389$30,067
Other Employee Benefits$16,421$3,060$5,275$24,756
Occupancy$14,854$2,768$4,772$22,394
Pension Plan Contributions$9,499$1,770$3,052$14,321
Fees for Services Accounting-$13,500-$13,500
Office Expenses$8,055$544$938$9,537
Other Expenses$3,569$1,165$1,148$5,882
Fees for Services Legal-$5,178-$5,178
Insurance$3,150$587$1,012$4,749
Conferences and Meetings$3,716$30$53$3,799
Depreciation Depletion$1,084$202$348$1,634
Fees for Services Other$663$124$213$1,000
Information Technology$497$93$160$750
Total Functional Expenses$604,758$109,005$140,595$854,358
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
In-house lobbying only
Yes
Subject to proxy tax
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
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, Section B, Line 11B

“The Executive Director reviews the 990 and provides a summary to the board of directors.”

Form 990, Part VI, Section B, Line 12C

“This policy is reviewed annually by the Board of Directors”

Form 990, Part VI, Section B, Line 15

“Executive compensation is reviewed by the Board of Directors”

Form 990, Part VI, Section C, Line 19

“documents are available upon request”

Filing and Contact Details

Filer

Filer Name
Investors' Circle
EIN
36-3836645
Phone
9195301177
Address
200 N Mangum Street Suite 203, Durham, NC 27701

Signing Officer

Name
Bonny Moellenbrock
Title
Executive Director
Phone
9195301177
Signed
2015-10-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Bonny Moellenbrock
Formed
1992
Legal Domicile
Il
Voting Board Members
3
Independent Board Members
2
Employees
8
Volunteers
60

Preparer

Firm
Elizabeth A Taylor CPA
Address
10 Willowspring Place, Chapel Hill, NC 27517
Preparer
Elizabeth Taylor
Phone
9196052145
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IRS990/Desc0The Social Enterprise Accelerator at Duke (SEAD) is a development lab for scaling innovations in global health. Funded by USAID, the partnership includes CASE at Duke, Innovations in Healthcare, and Investors' Circle. As part of the SEAD initiative, Investors' Circle is working to increase global health deal flow, cultivate a community of investors interested in global health, support the SEAD innovator cohort with capital access assistance, and build the field by sharing emerging trends and best practices in global health investing.
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IRS990/OtherExpensesGrp/Desc1bank processing fees
IRS990/OtherExpensesGrp/Desc2IC Local
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IRS990/ProgSrvcAccomActy2Grp/Desc0The Solutions from Our Country's Entrepreneurs (SOURCE) initiative links entrepreneurs and investors focused on social challenges that affect low-wealth Americans and connects entrepreneurs with the investment capital, mentoring, and support needed to grow their businesses. SOURCE is a partnership of The Hitachi Foundation, Village Capital, and Investors' Circle. As part of the SOURCE initiative, Investors' Circle is engaging investors with the SOURCE entrepreneur cohorts and developing local investor networks, as well as assisting with SOURCE cohort selection and SOURCE events. In 2014, IC developed investors in our Philadelphia, North Carolina, New York, and Bay Area local networks, launched local networks in Boulder-Denver and Boston, and engaged with the SOURCE health cohort in Boston, energy cohort in Denver, and agriculture cohort in Louisville, KY.
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IRS990/ProgSrvcAccomActy3Grp/Desc0Investor Outreach and Education: Investors' Circle provides events for investors and entrepreneurs to raise the visibility of impact investing and entrepreneurial solutions to our social and environmental challenges, learn about impact investing strategies, develop our community of impact investors, and to connect investors with impact entrepreneurs that are raising capital to grow their businesses and impact. In 2014, IC produced four Beyond the Pitch events around the country, that included educational opportunities and showcased leading impact entrepreneurs.
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IRS990/ProgSrvcAccomActyOtherGrp/Desc0Patient Capital Collaborative Investors' Circle cultivates the Patient Capital Collaborative (PCC) fund initiative to make it easier for investors to engage in impact investing and to facilitate the flow of more capital to impact entrepreneurs that present to IC. In 2014, the PCC '13 fund invested in Green Wizard and Jail Education Solutions, conducted due diligence for a 2015 investment in Listen Current, and engaged with existing portfolio companies DR2 and Indow Windows.
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IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt00
IRS990ScheduleD/TotalBookValueLandBuildingsAmt07059
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Executive Director reviews the 990 and provides a summary to the board of directors.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1This policy is reviewed annually by the Board of Directors
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Executive compensation is reviewed by the Board of Directors
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3documents are available upon request
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, Line 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, Line 19
IRS990ScheduleR/IdDisregardedEntitiesGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdDisregardedEntitiesGrp/DisregardedEntityName/BusinessNameLine1Txt0IC PCC LLC
IRS990ScheduleR/IdDisregardedEntitiesGrp/EIN0383919410
IRS990ScheduleR/IdDisregardedEntitiesGrp/EndOfYearAssetsAmt00
IRS990ScheduleR/IdDisregardedEntitiesGrp/LegalDomicileStateCd0DE
IRS990ScheduleR/IdDisregardedEntitiesGrp/PrimaryActivitiesTxt0investment management
IRS990ScheduleR/IdDisregardedEntitiesGrp/TotalIncomeAmt00
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/AddressLine1Txt0200 North Mangum Street
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/AddressLine2Txt0Suite 203
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/CityNm0Durham
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/StateAbbreviationCd0NC
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/ZIPCd027701
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd01
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt049318
IRS990/TotalAssetsEOYAmt061182
IRS990/TotalAssetsGrp/BOYAmt049318
IRS990/TotalAssetsGrp/EOYAmt061182
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0662494
IRS990/TotalEmployeeCnt08
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt0140595
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0109005
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0604758
IRS990/TotalFunctionalExpensesGrp/TotalAmt0854358
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt050134
IRS990/TotalLiabilitiesEOYAmt042773
IRS990/TotalLiabilitiesGrp/BOYAmt050134
IRS990/TotalLiabilitiesGrp/EOYAmt042773
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-816
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt018409
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOtherProgSrvcExpenseAmt057792
IRS990/TotalOtherProgSrvcGrantAmt00
IRS990/TotalOtherProgSrvcRevenueAmt00
IRS990/TotalOthProgramServiceRevGrp/ExclusionAmt00
IRS990/TotalOthProgramServiceRevGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt00
IRS990/TotalOthProgramServiceRevGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalProgramServiceExpensesAmt0604758
IRS990/TotalProgramServiceRevenueAmt0211089
IRS990/TotalReportableCompFromOrgAmt0110728
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0211089
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0873583
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt060
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt049318
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt061182
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/FundraisingAmt03557
IRS990/TravelGrp/ManagementAndGeneralAmt010329
IRS990/TravelGrp/ProgramServicesAmt072989
IRS990/TravelGrp/TotalAmt086875
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0200 N Mangum Street
IRS990/USAddress/AddressLine2Txt0Suite 203
IRS990/USAddress/CityNm0Durham
IRS990/USAddress/StateAbbreviationCd0NC
IRS990/USAddress/ZIPCd027701
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt02
IRS990/WebsiteAddressTxt0www.investorscircle.net
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Bonny Moellenbrock
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Director
ReturnHeader/BusinessOfficerGrp/PhoneNum09195301177
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-10-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Investors' Circle
ReturnHeader/Filer/BusinessNameControlTxt0INVE
ReturnHeader/Filer/EIN0363836645
ReturnHeader/Filer/PhoneNum09195301177
ReturnHeader/Filer/USAddress/AddressLine1Txt0200 N Mangum Street Suite 203
ReturnHeader/Filer/USAddress/CityNm0Durham

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$61,182
Liabilities
$42,773
Net assets
$18,409
Revenue
$873,583
Expenses
$854,358
Net income
$19,225
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.27$0.27
2018Detailed filing. Detailed filing data is available for this year.$0.23$0.11$0.12$0.85$0.98$0.13
2017Detailed filing. Detailed filing data is available for this year.$0.30$0.05$0.25$1.42$1.38$0.04
2016Detailed filing. Detailed filing data is available for this year.$0.24$0.02$0.22$1.15$1.04$0.11
2015Detailed filing. Detailed filing data is available for this year.$0.17$0.06$0.11$1.03$0.93$0.10
2014Detailed filing. Detailed filing data is available for this year.$0.06$0.04$0.02$0.87$0.85$0.02