Civic Intelligence

Social Venture Circle 4

990 • Fiscal year 2015 • EIN 36-3836645

Jan 01, 2015 to Dec 31, 2015 • Filed on Aug 08, 2016

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

75th percentile

0.34x

Higher debt load relative to assets than 75% of similar nonprofits.

2015 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

38th percentile

0.06x

Higher debt load relative to revenue than 38% of similar nonprofits.

2015 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2015

Net Margin

55th percentile

9.6%

Higher net margin than 55% of similar nonprofits.

2015 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

83rd percentile

$110,000

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 10.7% of source-year revenue.

2015 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2015

Asset Growth

98th percentile

176%

Faster asset growth than 98% of similar nonprofits.

2015 filings • 501(c)4 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

80th percentile

18%

Faster revenue growth than 80% of similar nonprofits.

2015 filings • 501(c)4 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets75th percentile

Assets

Up

$168,729

Up $107,547 (+176%) from 2014

Net Assets

Up

$111,694

Up $93,285 (+507%) from 2014

Liabilities

Up

$57,035

Up $14,262 (+33%) from 2014

Revenue And Expenses
Liabilities / Revenue38th percentileNet Margin55th percentile

Revenue

Up

$1,029,105

Up $155,522 (+18%) from 2014

Expenses

Up

$930,820

Up $76,462 (+8.9%) from 2014

Net Income

Up

$98,285

Up $79,060 (+411%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth98th 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

2015

Assets$168,729
Liabilities$57,035
Net Assets$111,694
Open 2015 Filing

Operations Trend

Revenue Growth80th 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

2015

Revenue$1,029,105
Expenses$930,820
Net Income$98,285
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Aug 8, 2016
Return Version
2015v2.1
Gross Receipts
$1,029,105
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
Accounts Receivable$20,958$124,685▲ $103,727
Rtn Earn Endowment Incm Other Fnds$18,409$111,694▲ $93,285
Cash and Non-Interest-Bearing Accounts$32,868$33,017▲ $149
Land, Buildings, and Equipment, Net$7,059$9,128▲ $2,069
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$61,182$168,729▲ $107,547
Other Assets Total$297$1,899▲ $1,602
Liabilities
Deferred Revenue$12,500$38,000▲ $25,500
Accounts Payable and Accrued Expenses$30,273$19,035▼ $11,238
Total Liabilities$42,773$57,035▲ $14,262
Net Assets / Fund Balance
Total Net Assets Fund Balance$18,409$111,694▲ $93,285
Total Liabilities and Net Assets / Fund Balance$61,182$168,729▲ $107,547

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$0$0$0
Other Land Buildings$0$0$0
Land$0-$0
Equipment$9,128$21,411$0
Leasehold Improvements$0$0$0
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Bonny MoellenbrockPresidentFT$110,000$110,000

Board Members and Trustees

NameTitle
Jim DavidsonChair
Tom BalderstonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$824,238
Program Service Revenue
$204,860
Investment Income
$7
Other Revenue
$0
All Other Contributions
$583,905
Change in Net Assets
$98,285
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$647,997
Other Expenses$282,823
Total Fundraising Expense$138,822
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$394,781$54,228$99,670$548,679
All Other Expenses$125,836$0$0$125,836
Payroll Taxes$33,556$4,609$8,473$46,638
Travel$31,043$2,746$3,054$36,843
Other Employee Benefits$25,974$3,568$6,558$36,100
Occupancy$20,905$2,878$5,278$29,061
Advertising$4,365$20,224$1,602$26,191
Pension Plan Contributions$11,929$1,639$3,012$16,580
Office Expenses$4,739$4,648$1,196$10,583
Information Technology$7,444$1,213$1,878$10,535
Fees for Services Accounting$0$7,922$0$7,922
Insurance$3,646$501$920$5,067
Depreciation Depletion$3,061$420$773$4,254
Fees for Services Legal$0$3,825$0$3,825
Other Expenses$538$584$154$1,276
Conferences and Meetings$509$70$424$1,003
Total Functional Expenses$681,996$110,002$138,822$930,820
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 form, distributes it to the Boarad and presents a summary to the Board of Directors.”

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

“These statements are reviewed and updated annually.”

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

“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
Bonny Moellenbrock
Title
Executive Director
Phone
9194239530
Signed
2016-08-08
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
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E

“Direct program expenses”

Raw XML AppendixShowing 400 of 469 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/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/ProgramServiceRevenueGrp/Desc0conferences and venture pitch events
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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 2015, IC produced national Beyond the Pitch events in Houston, Denver, and Philadelphia; cultivated local investor networks in Philadelphia, North Carolina, New York, Colorado, and Boston with pitch meetings and educational sessions; launched a new local network in Washington, DC; and helped produce SOURCE Healthcare Forums in Philadelphia, PA and Raleigh-Durham, NC.
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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 2015, the PCC '13 fund conducted due diligence and invested in five impact enterprises - Listen Current, Rezzcard, Aunt Bertha, OtoSense and Querium - in addition to continuing to monitor the four other impact enterprises in its portfolio. The initiative also launched the PCC '15 fund and conducted due diligence for a 2016 investment in United by Blue.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt097157
IRS990/ProgSrvcAccomActy3Grp/GrantAmt00
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt025658
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0662494
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt00
IRS990/PymtTravelEntrtnmntPubOfclGrp/FundraisingAmt00
IRS990/PymtTravelEntrtnmntPubOfclGrp/ManagementAndGeneralAmt00
IRS990/PymtTravelEntrtnmntPubOfclGrp/ProgramServicesAmt00
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0279743
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0211089
IRS990/PYRevenuesLessExpensesAmt019225
IRS990/PYSalariesCompEmpBnftPaidAmt0574615
IRS990/PYTotalExpensesAmt0854358
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0873583
IRS990/ReconcilationRevenueExpnssAmt098285
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt00
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0196588
IRS990/RoyaltiesGrp/FundraisingAmt00
IRS990/RoyaltiesGrp/ManagementAndGeneralAmt00
IRS990/RoyaltiesGrp/ProgramServicesAmt00
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/ExclusionAmt00
IRS990/RoyaltiesRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RoyaltiesRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt018409
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0111694
IRS990/ScheduleBRequiredInd00
IRS990ScheduleC/AgreeCarryoverPriorYearInd00
IRS990ScheduleC/OnlyInHouseLobbyingInd01
IRS990ScheduleC/SubstantiallyAllDuesNondedInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt00
IRS990ScheduleD/BuildingsGrp/DepreciationAmt00
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt00
IRS990ScheduleD/EquipmentGrp/BookValueAmt09128
IRS990ScheduleD/EquipmentGrp/DepreciationAmt021411
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt030539
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt00
IRS990ScheduleD/LandGrp/BookValueAmt00
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt00
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/TotalBookValueLandBuildingsAmt09128
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Executive Director reviews the form, distributes it to the Boarad and presents a summary to the Board of Directors.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1These statements are reviewed and updated annually.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Executive compensation is reviewed by the Board of Directors
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3All documents are available upon request
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Direct program expenses
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part IX, Line 24e
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/TotalAssetsBOYAmt061182
IRS990/TotalAssetsEOYAmt0168729
IRS990/TotalAssetsGrp/BOYAmt061182
IRS990/TotalAssetsGrp/EOYAmt0168729
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0824238
IRS990/TotalEmployeeCnt08
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt0138822
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0110002
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0681996
IRS990/TotalFunctionalExpensesGrp/TotalAmt0930820
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt042773

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$168,729
Liabilities
$57,035
Net assets
$111,694
Revenue
$1,029,105
Expenses
$930,820
Net income
$98,285
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