Civic Intelligence

Social Venture Circle 4

990 • Fiscal year 2018 • EIN 36-3836645

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 14, 2019

Organization ProfileWWW.SVCIMPACT.ORG
4225 Solano Ave 709Napa, CA 94558

(919) 296-1166

Siviq Scores

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

Liabilities / Assets

84th percentile

0.47x

Higher debt load relative to assets than 84% of similar nonprofits.

2018 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

61st percentile

0.13x

Higher debt load relative to revenue than 61% of similar nonprofits.

2018 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2018

Net Margin

16th percentile

-15%

Higher net margin than 16% of similar nonprofits.

2018 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

94th percentile

$135,613

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 16.0% of source-year revenue.

2018 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2018

Asset Growth

6th percentile

-23%

Faster asset growth than 6% of similar nonprofits.

2018 filings • 501(c)4 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

7th percentile

-40%

Faster revenue growth than 7% of similar nonprofits.

2018 filings • 501(c)4 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets84th percentile

Assets

Down

$230,072

Down $68,210 (-23%) from 2017

Net Assets

Down

$121,485

Down $128,895 (-51%) from 2017

Liabilities

Up

$108,587

Up $60,685 (+127%) from 2017

Revenue And Expenses
Liabilities / Revenue61st percentileNet Margin16th percentile

Revenue

Down

$846,168

Down $570,253 (-40%) from 2017

Expenses

Down

$975,162

Down $404,877 (-29%) from 2017

Net Income

Down

-$128,994

Down $165,376 (-455%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth6th 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

2018

Assets$230,072
Liabilities$108,587
Net Assets$121,485
Open 2018 Filing

Operations Trend

Revenue Growth7th 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

2018

Revenue$846,168
Expenses$975,162
Net Income-$128,994
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 14, 2019
Return Version
2018v3.1
Gross Receipts
$846,168
Mission and Program Overview

Mission

To provide impact investor and impact entrepreneurial educational services.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$250,479$121,485▼ $128,994
Pledges and Grants Receivable$1,129$82,670▲ $81,541
Cash and Non-Interest-Bearing Accounts$132,833$51,320▼ $81,513
Accounts Receivable$158,044$33,046▼ $124,998
Land, Buildings, and Equipment, Net$5,776$2,437▼ $3,339
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$298,381$230,072▼ $68,309
Other Assets Total$599$60,599▲ $60,000
Liabilities
Accounts Payable and Accrued Expenses$41,652$93,720▲ $52,068
Other Liabilities-$14,867-
Deferred Revenue$6,250--
Total Liabilities$47,902$108,587▲ $60,685
Net Assets / Fund Balance
Total Net Assets Fund Balance$250,479$121,485▼ $128,994
Total Liabilities and Net Assets / Fund Balance$298,381$230,072▼ $68,309

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$2,437$15,890$18,327
Other Assets Org$60,100--
Compensation and Service Providers
Top Officer Pay94th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Renata H Gomez-FT$135,613$135,613
Jill Newbold-FT$114,250$114,250
Valerie Red Horse MohlExecutive DirectorFT$78,128$78,128

Board Members and Trustees

NameTitle
Gagan Jared LevyCo-chair
James DavidsonCo-chair
Elissa Sangalli HillaryBoard Member
Heather MasonBoard Member
Mike RowlandsBoard Member
Sherri Pittman HowardBoard Member
Teresa V PahlBoard Member
Maren KeeleySecretary
Tom BalderstonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$570,200
Program Service Revenue
$275,956
Investment Income
$12
Other Revenue
$0
All Other Contributions
$570,200
Change in Net Assets
$-128,994
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$514,916
Other Expenses$460,246
Total Fundraising Expense$56,779
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$357,575$44,697$44,697$446,969
Travel$62,944$4,981-$67,925
Fees for Services Other-$58,799-$58,799
Payroll Taxes$28,008$3,501$3,501$35,010
Fees for Services Accounting-$19,550-$19,550
Fees for Services Legal-$18,985-$18,985
All Other Expenses$10,066$8,157$637$18,860
Pension Plan Contributions$13,884$1,735$1,735$17,354
Occupancy$1,642$13,139$1,642$16,423
Other Employee Benefits$12,467$1,558$1,558$15,583
Advertising$6,630$300$901$7,831
Other Expenses$6,246$391$1,171$7,808
Conferences and Meetings$7,057--$7,057
Insurance$3,843$824$823$5,490
Depreciation Depletion-$3,063-$3,063
Information Technology-$1,692-$1,692
Office Expenses$916$333$114$1,363
Total Functional Expenses$736,678$181,705$56,779$975,162
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
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-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Related Party$14,867
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, Line 11B: Form 990 Review Process

“The executive director reviews the 990 and provides a summary to the board.”

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

“Policies are reviewed annually by the board of directors”

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

“All documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
Investors Circle
EIN
36-3836645
Phone
9192961166
Address
4225 SOLANO AVE 709, NAPA, CA 94558

Signing Officer

Name
Valerie Red Horse Mohl
Title
Executive Director
Signed
2019-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Valerie Red Horse Mohl
Formed
1992
Legal Domicile
Il
Voting Board Members
10
Independent Board Members
9
Employees
12

Preparer

Firm
Bregante Company LLP CPAs
Address
301 Battery St 2 Mezzanine, San Francisco, CA 94111
Preparer
Jennifer L Ruth
Phone
4157771001
Supplemental Narrative

Additional Explanations

Sch O Statement 1

“Extension was filed and granted”

Raw XML AppendixShowing 400 of 530 raw XML fields

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/OfficeExpensesGrp/ProgramServicesAmt0916
IRS990/OfficeExpensesGrp/TotalAmt01363
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/BOYAmt0599
IRS990/OtherAssetsTotalGrp/EOYAmt060599
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt01558
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt01558
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt012467
IRS990/OtherEmployeeBenefitsGrp/TotalAmt015583
IRS990/OtherExpensesGrp/Desc0CONSULTING
IRS990/OtherExpensesGrp/Desc1PUBLIC RELATIONS
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS PROGRAM EXP.
IRS990/OtherExpensesGrp/Desc3COMMUNICATIONS
IRS990/OtherExpensesGrp/FundraisingAmt01171
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0391
IRS990/OtherExpensesGrp/ProgramServicesAmt0155826
IRS990/OtherExpensesGrp/ProgramServicesAmt154565
IRS990/OtherExpensesGrp/ProgramServicesAmt215009
IRS990/OtherExpensesGrp/ProgramServicesAmt36246
IRS990/OtherExpensesGrp/TotalAmt0155826
IRS990/OtherExpensesGrp/TotalAmt154565
IRS990/OtherExpensesGrp/TotalAmt215009
IRS990/OtherExpensesGrp/TotalAmt37808
IRS990/OtherLiabilitiesGrp/EOYAmt014867
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt044697
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt044697
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0357575
IRS990/OtherSalariesAndWagesGrp/TotalAmt0446969
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/FundraisingAmt03501
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt03501
IRS990/PayrollTaxesGrp/ProgramServicesAmt028008
IRS990/PayrollTaxesGrp/TotalAmt035010
IRS990/PensionPlanContributionsGrp/FundraisingAmt01735
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt01735
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt013884
IRS990/PensionPlanContributionsGrp/TotalAmt017354
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt01129
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt082670
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0VALERIE RED HORSE MOHL
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0EVENTS
IRS990/ProgramServiceRevenueGrp/Desc1MEMBERSHIPS
IRS990/ProgramServiceRevenueGrp/Desc2OTHER
IRS990/ProgramServiceRevenueGrp/Desc3PCC FUND INITIATIVE
IRS990/ProgramServiceRevenueGrp/Desc4SPONSORSHIPS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt03775
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1106000
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt21896
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt338005
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt4126280
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt03775
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1106000
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt21896
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt338005
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt4126280
IRS990/ProgSrvcAccomActy2Grp/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.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0103135
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt038005
IRS990/ProgSrvcAccomActy3Grp/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.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt07367
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt03775
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt01033916
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt09
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0463836
IRS990/PYProgramServiceRevenueAmt0377380
IRS990/PYRevenuesLessExpensesAmt031266
IRS990/PYSalariesCompEmpBnftPaidAmt0916203
IRS990/PYTotalExpensesAmt01380039
IRS990/PYTotalRevenueAmt01411305
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-128994
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0234176
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0250479
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0121485
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/EquipmentGrp/BookValueAmt02437
IRS990ScheduleD/EquipmentGrp/DepreciationAmt015890
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt018327
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0499
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt160100
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0DEPOSITS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1OTHER
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt014867
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO RELATED PARTY
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02437
IRS990ScheduleD/TotalBookValueOtherAssetsAmt060599
IRS990ScheduleD/TotalLiabilityAmt014867
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE EXECUTIVE DIRECTOR REVIEWS THE 990 AND PROVIDES A SUMMARY TO THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1POLICIES ARE REVIEWED ANNUALLY BY THE BOARD OF DIRECTORS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ALL DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3EXTENSION WAS FILED AND GRANTED
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3SCH O STATEMENT 1
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0true

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$230,072
Liabilities
$108,587
Net assets
$121,485
Revenue
$846,168
Expenses
$975,162
Net income
-$128,994
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