Civic Intelligence

Intercultural Development Research

990 • Fiscal year 2020 • EIN 46-3099736

Sep 01, 2019 to Aug 31, 2020 • Filed on Jun 23, 2021

Organization ProfileN/A
5815 Callaghan Rd No 101San Antonio, TX 78228

(210) 444-1710

Siviq Scores

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

Liabilities / Assets

44th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

45th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2020

Net Margin

84th percentile

36%

Higher net margin than 84% of similar nonprofits.

2020 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

72nd percentile

$14,408

Higher top officer pay than 72% of similar nonprofits.

Top officer pay equals 14.7% of source-year revenue.

2020 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2020

Asset Growth

54th percentile

7.3%

Faster asset growth than 54% of similar nonprofits.

2020 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

93rd percentile

50%

Faster revenue growth than 93% of similar nonprofits.

2020 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets44th percentile

Assets

Up

$2,482,631

Up $167,856 (+7.3%) from 2019

Net Assets

Up

$2,482,631

Up $167,856 (+7.3%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue45th percentileNet Margin84th percentile

Revenue

Up

$97,827

Up $32,820 (+50%) from 2019

Expenses

Down

$62,311

Down $2,225 (-3.4%) from 2019

Net Income

Up

$35,516

Up $35,045 (+7441%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth54th percentile

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

$3.0M$2.0M$1.0M$0Assets 2013: $410,325Liabilities 2013: $0Net Assets 2013: $410,3252013Assets 2014: $1,848,658Liabilities 2014: $1,319Net Assets 2014: $1,847,3392014Assets 2015: $1,822,952Liabilities 2015: $2,151Net Assets 2015: $1,820,8012015Assets 2016: $2,416,993Liabilities 2016: $7,231Net Assets 2016: $2,409,7622016Assets 2017: $2,433,762Liabilities 2017: $1,880Net Assets 2017: $2,431,8822017Assets 2018: $2,299,064Liabilities 2018: $410,445Net Assets 2018: $1,888,6192018Assets 2019: $2,314,775Liabilities 2019: $0Net Assets 2019: $2,314,7752019Assets 2020: $2,482,631Liabilities 2020: $0Net Assets 2020: $2,482,6312020Assets 2021: $2,777,652Liabilities 2021: $0Net Assets 2021: $2,777,6522021Assets 2022: $2,435,600Liabilities 2022: $0Net Assets 2022: $2,435,6002022Assets 2023: $2,509,456Liabilities 2023: $0Net Assets 2023: $2,509,4562023Assets 2024: $2,746,321Liabilities 2024: $0Net Assets 2024: $2,746,3212024

Highlighted filing

2020

Assets$2,482,631
Liabilities$0
Net Assets$2,482,631
Open 2020 Filing

Operations Trend

Revenue Growth93rd percentile

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

$600K$400K$200K$0-$200KRevenue 2013: $402,300Expenses 2013: $1,395Net Income 2013: $400,9052013Revenue 2014: $339,016Expenses 2014: $37,837Net Income 2014: $301,1792014Revenue 2015: $277,401Expenses 2015: $32,014Net Income 2015: $245,3872015Revenue 2016: $261,173Expenses 2016: $48,059Net Income 2016: $213,1142016Revenue 2017: $340,359Expenses 2017: $55,332Net Income 2017: $285,0272017Revenue 2018: $344,402Expenses 2018: $57,599Net Income 2018: $286,8032018Revenue 2019: $65,007Expenses 2019: $64,536Net Income 2019: $4712019Revenue 2020: $97,827Expenses 2020: $62,311Net Income 2020: $35,5162020Revenue 2021: $204,493Expenses 2021: $61,629Net Income 2021: $142,8642021Revenue 2022: $110,387Expenses 2022: $63,164Net Income 2022: $47,2232022Revenue 2023: $71,407Expenses 2023: $78,156Net Income 2023: -$6,7492023Revenue 2024: $198,096Expenses 2024: $78,877Net Income 2024: $119,2192024

Highlighted filing

2020

Revenue$97,827
Expenses$62,311
Net Income$35,516
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2019 to Aug 31, 2020
Signed
Jun 23, 2021
Return Version
2019v5.2
Gross Receipts
$1,634,804
Mission and Program Overview

Mission

To provide additional health premium reimbursement options to eligible retirees of the sponsoring employer, intercultural development research association.

SEE SCHEDULE O

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,246,421$2,430,449▲ $184,028
Savings and Temporary Cash Investments$68,354$52,182▼ $16,172
Total Assets$2,314,775$2,482,631▲ $167,856
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,314,775$2,482,631▲ $167,856
Total Net Assets Fund Balance$2,314,775$2,482,631▲ $167,856
Total Liabilities and Net Assets / Fund Balance$2,314,775$2,482,631▲ $167,856
Compensation and Service Providers
Top Officer Pay72nd percentile

Employees

NameTitleBaseTotal
-Trustee$14,408$14,408

Board Members and Trustees

NameTitle
Dr Sally AndradeBoard Member
Mr Juventino GuerraBoard Member
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$97,827
Other Revenue
$0
Change in Net Assets
$35,516

Audited Revenue Reconciliation

Revenue per Audited Statements
$97,827
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$132,340
Total Revenue per Audited Statements
$230,167
Total Revenue per Form 990
$97,827
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$23,345
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$38,966
Fees for Service Investment Mgmnt Fees---$14,408
Fees for Services Accounting---$8,937
Total Functional Expenses$0$0$0$62,311

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$62,311
Total Expenses per Audited Statements$62,311
Total Expenses per Form 990$62,311
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
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
No
Other officer compensation reviewed
No
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 8B

“Documentation of meetings by committees no contemporaneous documentation was kept for meetings by committees because the intercultural development research association retiree welfare benefit plan does not have committees.”

Form 990, Part VI, Section B, Line 11B

“Form 990 review process idra's veba annual form 990 undergoes a number of internal and external reviews. The return is prepared by the organization's business office manager with review by the president. In preparing this return, the business manager relies on the organization's audited financial statements, which are prepared by independent outside auditors. The return is then reviewed by an independent public accounting firm. The final version of the form 990 is provided to each member of the board of directors for review, discussion and approval before it is filed with the irs.”

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

“Conflict of interest policy, whistleblower policy, and document retention and destruction policy on june 19, 2020, the board of the intercultural development research association retiree welfare benefit plan resolved to follow the conflict of interest, whistleblower and document retention and destruction policies of the plan sponsor, intercultural development research association.”

Form 990, Part VI, Section B, Line 15

“Process for determining compensation the filing organization is a veba set up to serve retirees of the sponsoring organization, intercultural development research association. As such, the veba itself has no employees or required compensation policies.”

Form 990, Part VI, Section C, Line 19

“How documents are made available to the public the organization makes the governing documents and financial statements available to the public to the extent required by law.”

Filing and Contact Details

Filer

Filer Name
Intercultural Development Research
EIN
46-3099736
Phone
2104441710
Address
5815 CALLAGHAN RD NO 101, SAN ANTONIO, TX 78228

Signing Officer

Name
Juventino Guerra
Title
Director
Phone
2104441710
Signed
2021-06-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mr Juventino Guerra
Formed
2013
Legal Domicile
TX
Voting Board Members
2
Independent Board Members
2
Employees
0
Volunteers
2

Preparer

Firm
Grant Thornton Llp
Address
1000 WILSON BOULEVARD SUITE 1400, ARLINGTON, VA 22209
Preparer
Mary Torretta
Phone
7038477500
Supplemental Narrative

Additional Explanations

FORM 990, PART I, LINE 1:

“Description of organization's mission to provide additional health premium reimbursement options to eligible retirees of the sponsoring employer, intercultural development research association.”

Financial Statement Notes

PART X, LINE 2:

“Accounting principles generally accepted in the united states of america require plan management to evaluate tax positions taken by the plan and recognize a tax liability (or asset) if the plan has taken an uncertain position that could be challenged upon examination by the internal revenue service. The plan directors and sponsors have analyzed the tax positions taken by the plan, and have concluded that as of august 31, 2020 there are no uncertain tax positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the financial statements. The plan may be subject to routine audits by taxing jurisdictions. As of august 31, 2020, the years that remain subject to examination by taxing authorities begin with august 31, 2017.”

Raw XML Appendix296 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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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT COULD BE CHALLENGED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE PLAN DIRECTORS AND SPONSORS HAVE ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN, AND HAVE CONCLUDED THAT AS OF AUGUST 31, 2020 THERE ARE NO UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE PLAN MAY BE SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS. AS OF AUGUST 31, 2020, THE YEARS THAT REMAIN SUBJECT TO EXAMINATION BY TAXING AUTHORITIES BEGIN WITH AUGUST 31, 2017.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION OF ORGANIZATION'S MISSION TO PROVIDE ADDITIONAL HEALTH PREMIUM REIMBURSEMENT OPTIONS TO ELIGIBLE RETIREES OF THE SPONSORING EMPLOYER, INTERCULTURAL DEVELOPMENT RESEARCH ASSOCIATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DOCUMENTATION OF MEETINGS BY COMMITTEES NO CONTEMPORANEOUS DOCUMENTATION WAS KEPT FOR MEETINGS BY COMMITTEES BECAUSE THE INTERCULTURAL DEVELOPMENT RESEARCH ASSOCIATION RETIREE WELFARE BENEFIT PLAN DOES NOT HAVE COMMITTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FORM 990 REVIEW PROCESS IDRA'S VEBA ANNUAL FORM 990 UNDERGOES A NUMBER OF INTERNAL AND EXTERNAL REVIEWS. THE RETURN IS PREPARED BY THE ORGANIZATION'S BUSINESS OFFICE MANAGER WITH REVIEW BY THE PRESIDENT. IN PREPARING THIS RETURN, THE BUSINESS MANAGER RELIES ON THE ORGANIZATION'S AUDITED FINANCIAL STATEMENTS, WHICH ARE PREPARED BY INDEPENDENT OUTSIDE AUDITORS. THE RETURN IS THEN REVIEWED BY AN INDEPENDENT PUBLIC ACCOUNTING FIRM. THE FINAL VERSION OF THE FORM 990 IS PROVIDED TO EACH MEMBER OF THE BOARD OF DIRECTORS FOR REVIEW, DISCUSSION AND APPROVAL BEFORE IT IS FILED WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CONFLICT OF INTEREST POLICY, WHISTLEBLOWER POLICY, AND DOCUMENT RETENTION AND DESTRUCTION POLICY ON JUNE 19, 2020, THE BOARD OF THE INTERCULTURAL DEVELOPMENT RESEARCH ASSOCIATION RETIREE WELFARE BENEFIT PLAN RESOLVED TO FOLLOW THE CONFLICT OF INTEREST, WHISTLEBLOWER AND DOCUMENT RETENTION AND DESTRUCTION POLICIES OF THE PLAN SPONSOR, INTERCULTURAL DEVELOPMENT RESEARCH ASSOCIATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PROCESS FOR DETERMINING COMPENSATION THE FILING ORGANIZATION IS A VEBA SET UP TO SERVE RETIREES OF THE SPONSORING ORGANIZATION, INTERCULTURAL DEVELOPMENT RESEARCH ASSOCIATION. AS SUCH, THE VEBA ITSELF HAS NO EMPLOYEES OR REQUIRED COMPENSATION POLICIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5HOW DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC THE ORGANIZATION MAKES THE GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC TO THE EXTENT REQUIRED BY LAW.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART I, LINE 1:
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
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IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt02314775
IRS990/TotalAssetsEOYAmt02482631
IRS990/TotalAssetsGrp/BOYAmt02314775
IRS990/TotalAssetsGrp/EOYAmt02482631
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt062311
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02314775
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02482631
IRS990/TotalOtherCompensationAmt00
IRS990/TotalReportableCompFromOrgAmt014408
IRS990/TotalRevenueGrp/ExclusionAmt097827
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt097827
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt02
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02314775
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02482631
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt05815 CALLAGHAN RD NO 101
IRS990/USAddress/CityNm0SAN ANTONIO
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd078228
IRS990/VotingMembersGoverningBodyCnt02
IRS990/VotingMembersIndependentCnt02
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JUVENTINO GUERRA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum02104441710
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-06-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0INTERCULTURAL DEVELOPMENT RESEARCH
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ASSOCIATION RETIREE WELFARE BENEFIT PLAN
ReturnHeader/Filer/BusinessNameControlTxt0INTE
ReturnHeader/Filer/EIN0463099736
ReturnHeader/Filer/PhoneNum02104441710
ReturnHeader/Filer/USAddress/AddressLine1Txt05815 CALLAGHAN RD NO 101
ReturnHeader/Filer/USAddress/CityNm0SAN ANTONIO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd078228
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0366055558
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GRANT THORNTON LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01000 WILSON BOULEVARD SUITE 1400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ARLINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd022209
ReturnHeader/PreparerPersonGrp/PhoneNum07038477500
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARY TORRETTA
ReturnHeader/ReturnTs02021-06-25T13:30:47-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-09-01
ReturnHeader/TaxPeriodEndDt02020-08-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,482,631
Liabilities
$0
Net assets
$2,482,631
Revenue
$97,827
Expenses
$62,311
Net income
$35,516
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.75$0.00$2.75$0.20$0.08$0.12
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.51$0.00$2.51$0.07$0.08$0.01
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.44$0.00$2.44$0.11$0.06$0.05
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.78$0.00$2.78$0.20$0.06$0.14
2020Detailed filing. Detailed filing data is available for this year.$2.48$0.00$2.48$0.10$0.06$0.04
2019Summary only. Only limited summary data is available for this year.$2.31$0.00$2.31$0.07$0.06$0.00
2018Summary only. Only limited summary data is available for this year.$2.30$0.41$1.89$0.34$0.06$0.29
2017Summary only. Only limited summary data is available for this year.$2.43$0.00$2.43$0.34$0.06$0.29
2016Summary only. Only limited summary data is available for this year.$2.42$0.01$2.41$0.26$0.05$0.21
2015Summary only. Only limited summary data is available for this year.$1.82$0.00$1.82$0.28$0.03$0.25
2014Summary only. Only limited summary data is available for this year.$1.85$0.00$1.85$0.34$0.04$0.30
2013Summary only. Only limited summary data is available for this year.$0.41$0.00$0.41$0.40$0.00$0.40