Civic Intelligence

Social Venture Circle 4

990 • Fiscal year 2017 • EIN 36-3836645

Jan 01, 2017 to Dec 31, 2017 • Filed on Aug 03, 2018

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

63rd percentile

0.16x

Higher debt load relative to assets than 63% of similar nonprofits.

2017 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

36th percentile

0.03x

Higher debt load relative to revenue than 36% of similar nonprofits.

2017 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2017

Net Margin

40th percentile

2.6%

Higher net margin than 40% of similar nonprofits.

2017 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

86th percentile

$130,101

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 9.2% of source-year revenue.

2017 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2017

Asset Growth

87th percentile

23%

Faster asset growth than 87% of similar nonprofits.

2017 filings • 501(c)4 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

80th percentile

23%

Faster revenue growth than 80% of similar nonprofits.

2017 filings • 501(c)4 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Up

$298,282

Up $55,309 (+23%) from 2016

Net Assets

Up

$250,380

Up $29,558 (+13%) from 2016

Liabilities

Up

$47,902

Up $25,751 (+116%) from 2016

Revenue And Expenses
Liabilities / Revenue36th percentileNet Margin40th percentile

Revenue

Up

$1,416,421

Up $267,240 (+23%) from 2016

Expenses

Up

$1,380,039

Up $339,712 (+33%) from 2016

Net Income

Down

$36,382

Down $72,472 (-67%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth87th 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

2017

Assets$298,282
Liabilities$47,902
Net Assets$250,380
Open 2017 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

2017

Revenue$1,416,421
Expenses$1,380,039
Net Income$36,382
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Aug 3, 2018
Return Version
2017v2.0
Gross Receipts
$1,416,421
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$220,822$250,380▲ $29,558
Accounts Receivable$101,958$158,045▲ $56,087
Cash and Non-Interest-Bearing Accounts$131,566$132,833▲ $1,267
Land, Buildings, and Equipment, Net$7,550$5,776▼ $1,774
Prepaid Expenses and Deferred Charges-$1,129-
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$242,973$298,282▲ $55,309
Other Assets Total$1,899$499▼ $1,400
Liabilities
Accounts Payable and Accrued Expenses$9,651$41,652▲ $32,001
Deferred Revenue$12,500$6,250▼ $6,250
Total Liabilities$22,151$47,902▲ $25,751
Net Assets / Fund Balance
Total Net Assets Fund Balance$220,822$250,380▲ $29,558
Total Liabilities and Net Assets / Fund Balance$242,973$298,282▲ $55,309

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$0$0$0
Other Land Buildings$0$0$0
Land$0-$0
Equipment$5,776$12,827$0
Leasehold Improvements$0$0$0
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Renata GomezDirector of Entrepreneur ProgramsFT$130,101$130,101
Bonny MoellenbrockPresidentFT$124,209$124,209
Justin DesrosiersDirector of InvestmentsFT$107,949$107,949
Alexandra LaforgePresidentFT$103,167$103,167
Jill NewboldDirector of Business DevelopmentFT$100,459$100,459

Board Members and Trustees

NameTitle
Jim DavidsonChair
John MooreAt Large
Shaula MassenaAt Large
Ken MerrittSecretary
Tom BalderstonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,270,738
Program Service Revenue
$145,674
Investment Income
$9
Other Revenue
$0
All Other Contributions
$1,033,863
Change in Net Assets
$36,382
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$910,516
Other Expenses$469,523
Total Fundraising Expense$201,523
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$480,391$170,527$132,601$783,519
Fees for Services Other$69,756$24,010$18,081$111,847
Travel$80,669$21,939$1,627$104,235
Advertising$48,939$15,299$11,838$76,076
Payroll Taxes$37,536$13,324$10,361$61,221
Occupancy$27,653$9,816$7,633$45,102
Other Employee Benefits$25,931$9,205$7,157$42,293
Fees for Services Legal$10,000$13,795-$23,795
Pension Plan Contributions$14,398$5,111$3,974$23,483
Fees for Services Accounting-$11,398-$11,398
Office Expenses$4,733$1,569$942$7,244
Insurance$2,713$963$749$4,425
Depreciation Depletion$2,697$957$745$4,399
Other Expenses$2,325$825$642$3,792
Information Technology$1,563$512$399$2,474
Total Functional Expenses$879,238$299,278$201,523$1,380,039
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
No
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 A, Line 6

“Investors' Circle has members.”

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

“Board members are required to disclose this information once per year.”

Form 990, Part VI, Section B, Line 15

“The board approves the salaries presented in the budget.”

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
Valerie Red-Horse Mohl
Title
Executive Director
Phone
8183894714
Signed
2018-08-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Valerie Red-Horse Mohl
Formed
1992
Legal Domicile
Il
Voting Board Members
5
Independent Board Members
5
Employees
11
Volunteers
25

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 11G

“Strategic planning consultants and program consultant ($4,250) and recruiting ($757)”

Form 990, Part XI, Line 9

“bad debt expense”

Raw XML AppendixShowing 400 of 482 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/OtherSalariesAndWagesGrp/FundraisingAmt0132601
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0170527
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0480391
IRS990/OtherSalariesAndWagesGrp/TotalAmt0783519
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/FundraisingAmt010361
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt013324
IRS990/PayrollTaxesGrp/ProgramServicesAmt037536
IRS990/PayrollTaxesGrp/TotalAmt061221
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/FundraisingAmt03974
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt05111
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt014398
IRS990/PensionPlanContributionsGrp/TotalAmt023483
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01129
IRS990/PrincipalOfficerNm0Valerie Red-Horse Mohl
IRS990/PriorPeriodAdjustmentsAmt0-14324
IRS990/ProfessionalFundraisingInd00
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 2017, 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.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0650260
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0117583
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 2017, the PCC '13 fund made follow on investments in 1 companies continued to monitor the activities all of the nine impact enterprises in its portfolio. PCC '15 conducted due diligence and invested in 2 new impact companies
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0127002
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt01809
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0708375
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt010
IRS990/PYOtherExpensesAmt0278992
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0440796
IRS990/PYRevenuesLessExpensesAmt0108854
IRS990/PYSalariesCompEmpBnftPaidAmt0761335
IRS990/PYTotalExpensesAmt01040327
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01149181
IRS990/ReconcilationRevenueExpnssAmt036382
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/RevenueAmt099932
IRS990/RoyaltiesRevenueGrp/ExclusionAmt00
IRS990/RoyaltiesRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RoyaltiesRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0220822
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0250380
IRS990/ScheduleBRequiredInd00
IRS990ScheduleC/AgreeCarryoverPriorYearInd00
IRS990ScheduleC/OnlyInHouseLobbyingInd00
IRS990ScheduleC/SubstantiallyAllDuesNondedInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt00
IRS990ScheduleD/BuildingsGrp/DepreciationAmt00
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt00
IRS990ScheduleD/EquipmentGrp/BookValueAmt05776
IRS990ScheduleD/EquipmentGrp/DepreciationAmt012827
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt018603
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/TotalBookValueLandBuildingsAmt05776
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Investors' Circle has members.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The Executive Director reviews the 990 and provides a summary to the Board of Directors.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Board members are required to disclose this information once per year.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The board approves the salaries presented in the budget.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4All documents are available upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Strategic planning consultants and program consultant ($4,250) and recruiting ($757)
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6bad debt expense
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, Line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section B, Line 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section C, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part IX, Line 11g
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part XI, Line 9
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

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$298,282
Liabilities
$47,902
Net assets
$250,380
Revenue
$1,416,421
Expenses
$1,380,039
Net income
$36,382
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