Civic Intelligence

Social Venture Circle 4

990 • Fiscal year 2016 • EIN 36-3836645

Jan 01, 2016 to Dec 31, 2016 • Filed on Sep 15, 2017

Organization Profilewww.investorscircle.net
PO Box 3612Durham, NC 27702

(919) 296-1166

Siviq Scores

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

Liabilities / Assets

53rd percentile

0.09x

Higher debt load relative to assets than 53% of similar nonprofits.

2016 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

32nd percentile

0.02x

Higher debt load relative to revenue than 32% of similar nonprofits.

2016 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2016

Net Margin

55th percentile

9.5%

Higher net margin than 55% of similar nonprofits.

2016 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

87th percentile

$126,064

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 11.0% of source-year revenue.

2016 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2016

Asset Growth

94th percentile

44%

Faster asset growth than 94% of similar nonprofits.

2016 filings • 501(c)4 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

73rd percentile

12%

Faster revenue growth than 73% of similar nonprofits.

2016 filings • 501(c)4 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets53rd percentile

Assets

Up

$242,973

Up $74,244 (+44%) from 2015

Net Assets

Up

$220,822

Up $109,128 (+98%) from 2015

Liabilities

Down

$22,151

Down $34,884 (-61%) from 2015

Revenue And Expenses
Liabilities / Revenue32nd percentileNet Margin55th percentile

Revenue

Up

$1,149,181

Up $120,076 (+12%) from 2015

Expenses

Up

$1,040,327

Up $109,507 (+12%) from 2015

Net Income

Up

$108,854

Up $10,569 (+11%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth94th percentile

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

2016

Assets$242,973
Liabilities$22,151
Net Assets$220,822
Open 2016 Filing

Operations Trend

Revenue Growth73rd percentile

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

2016

Revenue$1,149,181
Expenses$1,040,327
Net Income$108,854
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Sep 15, 2017
Return Version
2016v3.0
Gross Receipts
$1,149,181
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
Rtn Earn Endowment Incm Other Fnds$111,694$220,822▲ $109,128
Cash and Non-Interest-Bearing Accounts$33,017$131,566▲ $98,549
Accounts Receivable$124,685$101,958▼ $22,727
Land, Buildings, and Equipment, Net$9,128$7,550▼ $1,578
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$168,729$242,973▲ $74,244
Other Assets Total$1,899$1,899→ $0
Liabilities
Deferred Revenue$38,000$12,500▼ $25,500
Accounts Payable and Accrued Expenses$19,035$9,651▼ $9,384
Total Liabilities$57,035$22,151▼ $34,884
Net Assets / Fund Balance
Total Net Assets Fund Balance$111,694$220,822▲ $109,128
Total Liabilities and Net Assets / Fund Balance$168,729$242,973▲ $74,244

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$0$0$0
Other Land Buildings$0$0$0
Land$0-$0
Equipment$7,550$25,884$0
Leasehold Improvements$0$0$0
Compensation and Service Providers
Top Officer Pay87th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Bonny MoellenbrockPresidentFT$126,064$126,064

Board Members and Trustees

NameTitle
Jim DavidsonChair
Tom BalderstonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$708,375
Program Service Revenue
$440,796
Investment Income
$10
Other Revenue
$0
All Other Contributions
$418,000
Change in Net Assets
$108,854
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$761,335
Other Expenses$278,992
Total Fundraising Expense$167,503
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$455,900$72,436$122,166$650,502
Travel$77,181$16,009$4,827$98,017
Payroll Taxes$37,241$5,917$9,979$53,137
Other Employee Benefits$26,991$4,288$7,233$38,512
Occupancy$22,840$3,629$6,120$32,589
Advertising$23,686$2,966$4,640$31,292
Pension Plan Contributions$13,445$2,136$3,603$19,184
Conferences and Meetings$10,346$171$290$10,807
Office Expenses$4,800$1,983$1,241$8,024
Fees for Services Accounting-$7,686-$7,686
Insurance$3,488$554$935$4,977
Depreciation Depletion$3,135$498$840$4,473
Other Expenses$2,322$365$617$3,304
Fees for Services Legal-$2,280-$2,280
Information Technology$1,119$177$300$1,596
Total Functional Expenses$751,729$121,095$167,503$1,040,327
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.”

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

“The statements are reviewed and updated annually.”

Form 990, Part VI, Section B, Line 15

“Executive compensation is determined and reviewed by the Board of Directors.”

Form 990, Part VI, Section C, Line 19

“All documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
Investors' Circle
EIN
36-3836645
Phone
9192961166
Address
PO Box 3612, Durham, NC 27702

Signing Officer

Name
Alexandra LaForge
Title
Interim Executive Director
Phone
5023867046
Signed
2017-09-15
Discuss with paid preparer
Yes

Organization Details

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

Preparer

Firm
self employed
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/ProgSrvcAccomActy2Grp/Desc0BTP and IC Local: Investors' Circle educates impact investors and facilitates investment in impact enterprises through national Beyond the Pitch events and local network cultivation. In 2016, IC produced national Beyond the Pitch events in Boston and San Francisco and cultivated local investor networks in Philadelphia, North Carolina, New York, Colorado, Washington, DC and Boston with pitch meetings and educational sessions.
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IRS990/ProgSrvcAccomActy3Grp/Desc0Patient Capital Collaborative:Investors' Circle cultivates the Patient Capital Collaborative (PCC) fund initiative to facilitate the flow of more capital to impact entrepreneurs that engage with IC. In 2016, the PCC '13 fund made follow on investments in 5 companies continued to monitor the activities all of the nine impact enterprises in its portfolio. PCC '15 conducted due diligence and invested in 6 impact companies
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IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt00
IRS990ScheduleD/TotalBookValueLandBuildingsAmt07550
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Executive Director reviews the 990 and provides a summary to the Board.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The statements are reviewed and updated annually.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Executive compensation is determined and reviewed by the Board of Directors.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3All documents 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/AddressLine1Txt0PO Box 3612
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/TotalAssetsBOYAmt0168729
IRS990/TotalAssetsEOYAmt0242973
IRS990/TotalAssetsGrp/BOYAmt0168729
IRS990/TotalAssetsGrp/EOYAmt0242973
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0708375
IRS990/TotalEmployeeCnt08
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt0167503
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0121095
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0751729
IRS990/TotalFunctionalExpensesGrp/TotalAmt01040327
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt057035
IRS990/TotalLiabilitiesEOYAmt022151
IRS990/TotalLiabilitiesGrp/BOYAmt057035
IRS990/TotalLiabilitiesGrp/EOYAmt022151
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0111694
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0220822
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOtherProgSrvcExpenseAmt00
IRS990/TotalOtherProgSrvcGrantAmt00
IRS990/TotalOtherProgSrvcRevenueAmt00
IRS990/TotalOthProgramServiceRevGrp/ExclusionAmt00
IRS990/TotalOthProgramServiceRevGrp/RelatedOrExemptFuncIncomeAmt0440796
IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt0440796
IRS990/TotalOthProgramServiceRevGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalProgramServiceExpensesAmt0751729
IRS990/TotalProgramServiceRevenueAmt0440796
IRS990/TotalReportableCompFromOrgAmt0126064
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0440806
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01149181
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt060
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0168729
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0242973
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/FundraisingAmt04827
IRS990/TravelGrp/ManagementAndGeneralAmt016009
IRS990/TravelGrp/ProgramServicesAmt077181
IRS990/TravelGrp/TotalAmt098017
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO Box 3612
IRS990/USAddress/CityNm0Durham
IRS990/USAddress/StateAbbreviationCd0NC
IRS990/USAddress/ZIPCd027702
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt02
IRS990/WebsiteAddressTxt0www.investorscircle.net
IRS990/WhistleblowerPolicyInd01
ReasonableCauseExplanation/ExplanationTxt0An extension was filed and granted
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Alexandra LaForge
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Interim Executive Director
ReturnHeader/BusinessOfficerGrp/PhoneNum05023867046
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-09-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Investors' Circle
ReturnHeader/Filer/BusinessNameControlTxt0INVE
ReturnHeader/Filer/EIN0363836645
ReturnHeader/Filer/PhoneNum09192961166
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 3612
ReturnHeader/Filer/USAddress/CityNm0Durham
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027702
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt098.101.181.226
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0058443294

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$242,973
Liabilities
$22,151
Net assets
$220,822
Revenue
$1,149,181
Expenses
$1,040,327
Net income
$108,854
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