Civic Intelligence

Social Venture Network Inc

990 • Fiscal year 2018 • EIN 65-0055983

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

Organization ProfileWWW.SVN.ORG

View Organization Page

PO Box 29221San Francisco, CA 94129

(415) 561-6501

Siviq Scores

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

Liabilities / Assets

94th percentile

1.04x

Higher debt load relative to assets than 94% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

87th percentile

0.64x

Higher debt load relative to revenue than 87% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Net Margin

10th percentile

-28%

Higher net margin than 10% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

80th percentile

$78,128

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 12.6% of source-year revenue.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Asset Growth

32nd percentile

-3.4%

Faster asset growth than 32% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

19th percentile

-15%

Faster revenue growth than 19% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets94th percentile

Assets

Down

$382,678

Down $13,594 (-3.4%) from 2017

Net Assets

Down

-$14,538

Down $167,805 (-109%) from 2017

Liabilities

Up

$397,216

Up $154,211 (+63%) from 2017

Revenue And Expenses
Liabilities / Revenue87th percentileNet Margin10th percentile

Revenue

Down

$619,917

Down $112,344 (-15%) from 2017

Expenses

Up

$793,298

Up $208,039 (+36%) from 2017

Net Income

Down

-$173,381

Down $320,383 (-218%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth32nd percentile

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

$1.0M$500K$0-$500KAssets 2012: $432,791Liabilities 2012: $162,153Net Assets 2012: $270,6382012Assets 2013: $399,649Liabilities 2013: $111,331Net Assets 2013: $288,3182013Assets 2014: $319,912Liabilities 2014: $224,217Net Assets 2014: $95,6952014Assets 2015: $270,448Liabilities 2015: $266,262Net Assets 2015: $4,1862015Assets 2016: $197,979Liabilities 2016: $213,873Net Assets 2016: -$15,8942016Assets 2017: $396,272Liabilities 2017: $243,005Net Assets 2017: $153,2672017Assets 2018: $382,678Liabilities 2018: $397,216Net Assets 2018: -$14,5382018Assets 2019: $790,840Liabilities 2019: $566,753Net Assets 2019: $224,0872019Assets 2020: $362,493Liabilities 2020: $124,049Net Assets 2020: $238,4442020Assets 2021: $100,000Liabilities 2021: $0Net Assets 2021: $100,0002021Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2018

Assets$382,678
Liabilities$397,216
Net Assets-$14,538
Open 2018 Filing

Operations Trend

Revenue Growth19th percentile

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

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2012: $1,591,500Expenses 2012: $1,457,685Net Income 2012: $133,8152012Revenue 2013: $1,221,921Expenses 2013: $1,204,241Net Income 2013: $17,6802013Revenue 2014: $1,262,902Expenses 2014: $1,306,862Net Income 2014: -$43,9602014Revenue 2015: $1,248,715Expenses 2015: $1,337,463Net Income 2015: -$88,7482015Revenue 2016: $943,224Expenses 2016: $967,161Net Income 2016: -$23,9372016Revenue 2017: $732,261Expenses 2017: $585,259Net Income 2017: $147,0022017Revenue 2018: $619,917Expenses 2018: $793,298Net Income 2018: -$173,3812018Revenue 2019: $1,443,596Expenses 2019: $1,176,139Net Income 2019: $267,4572019Revenue 2020: $900,706Expenses 2020: $899,892Net Income 2020: $8142020Revenue 2021: $300,000Expenses 2021: $300,000Net Income 2021: $02021Revenue 2023: $0Expenses 2023: $0Net Income 2023: $02023

Highlighted filing

2018

Revenue$619,917
Expenses$793,298
Net Income-$173,381
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
$619,917
Mission and Program Overview

Mission

The organization supports, connects and empowers diverse, innovative business leaders and social entrepreneurs to create a just and sustainable economy.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$123,963$129,676▲ $5,713
Accounts Receivable$24,477$103,512▲ $79,035
Prepaid Expenses and Deferred Charges$13,697$65,801▲ $52,104
Cash and Non-Interest-Bearing Accounts$152,504$39,066▼ $113,438
Savings and Temporary Cash Investments$81,631$31,648▼ $49,983
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$396,272$382,678▼ $13,594
Other Assets Total-$12,975-
Liabilities
Deferred Revenue$215,562$281,395▲ $65,833
Accounts Payable and Accrued Expenses$27,443$115,821▲ $88,378
Total Liabilities$243,005$397,216▲ $154,211
Net Assets / Fund Balance
Permanently Rstr Net Assets$123,963$129,676▲ $5,713
Unrestricted Net Assets$29,304$-144,214▼ $173,518
Total Net Assets Fund Balance$153,267$-14,538▼ $167,805
Total Liabilities and Net Assets / Fund Balance$396,272$382,678▼ $13,594
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeOtherTotal
Valerie Red-horse MohlExecutive DirectorFT$78,128$78,128

Board Members and Trustees

NameTitle
Jared LevyCo-board Chair
Jim DavidsonCo-board Chair
Maren KeeleyBoard Secretary
Tom BalderstonBoard Treasurer
Elissa Sangalli HillaryDirector
Heather MasonDirector
Mike RowlandsDirector
Sherri PittmanDirector
Teresa PahlDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$14,385
Program Service Revenue
$605,357
Investment Income
$175
Other Revenue
$0
All Other Contributions
$14,385
Change in Net Assets
$-173,381
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$493,857
Salaries, Compensation, and Employee Benefits$299,441
Total Fundraising Expense$49,054
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$235,724$13,096$13,096$261,916
Fees for Services Accounting-$72,165-$72,165
Advertising$26,786--$26,786
Travel$23,277--$23,277
Payroll Taxes$18,077$1,004$1,004$20,085
Other Employee Benefits$15,696$872$872$17,440
Office Expenses-$5,336-$5,336
Other Expenses$15,790$1,740$34,082$1,740
All Other Expenses-$546-$546
Total Functional Expenses$642,088$102,156$49,054$793,298
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
Lobbying 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-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
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
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 8: Explanation of No Contemporaneously Documentation of Meetings

“There are subcommittees but they do not act on behalf of the board of directors. They make recommendations to the full board of directors. The executive committee can act on behalf of the board of directors.”

Form 990, Part VI, Line 11B: Form 990 Review Process

“A subcommittee of the board of directors, along with senior management staff, reviewed the form 990 prior to filing. Comments and questions were then provided to the organization's cpa.”

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

“Upon joining the board of directors, each board member fills out and signs the conflict of interest policy. The organization's bylaws futher require an annual statement of transactions for an transaction involving more than $50,000 between the corporation and its directors or officers.”

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“Performance reviews of the Organization's Executive Director are conducted every three years by the Executive Committee (a subcommittee of the Board of Directors). As part of the review, compensation of the Executive Director is considered. The subcommittee conducts a comparability survey using publicly available salary surveys and by consulting with comparable organizations on their compensation packages. A recommendation for any compensation changes is then made to the full Board of Directors and requires majority approval.”

Form 990, Part VI, Line 18: Explanation of Other Means Forms Available For Public Inspection

“The organization posts its form 990 on guidestar. Governing documents including the conflict of interest policy are available upon request.”

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

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Social Venture Network Inc
EIN
65-0055983
Phone
4155616501
Address
PO BOX 29221, SAN FRANCISCO, CA 94129

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
1994
Legal Domicile
CA
Voting Board Members
10
Independent Board Members
9
Employees
0

Preparer

Firm
Bregante Company LLP CPAs
Address
301 Battery St 2 Mezzanine, San Francisco, CA 94111
Preparer
Jennifer L Ruth
Phone
4157771001
Raw XML AppendixShowing 400 of 506 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.

Path#Value
IRS990/AccountantCompileOrReviewInd0true
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt027443
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0115821
IRS990/AccountsReceivableGrp/BOYAmt024477
IRS990/AccountsReceivableGrp/EOYAmt0103512
IRS990/AcctCompileOrReviewBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0THE ORGANIZATION SUPPORTS, CONNECTS AND EMPOWERS DIVERSE, INNOVATIVE BUSINESS LEADERS AND SOCIAL ENTREPRENEURS TO CREATE A JUST AND SUSTAINABLE ECONOMY.
IRS990/AdvertisingGrp/ProgramServicesAmt026786
IRS990/AdvertisingGrp/TotalAmt026786
IRS990/AllAffiliatesIncludedInd0false
IRS990/AllOtherContributionsAmt014385
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt0546
IRS990/AllOtherExpensesGrp/TotalAmt0546
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0false
IRS990/BackupWthldComplianceInd0false
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0KASSIE KOONTZ
IRS990/BooksInCareOfDetail/PhoneNum04155616501
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 29221
IRS990/BooksInCareOfDetail/USAddress/CityNm0SAN FRANCISCO
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd0941290221
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0152504
IRS990/CashNonInterestBearingGrp/EOYAmt039066
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt014385
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0175
IRS990/CYOtherExpensesAmt0493857
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0605357
IRS990/CYRevenuesLessExpensesAmt0-173381
IRS990/CYSalariesCompEmpBnftPaidAmt0299441
IRS990/CYTotalExpensesAmt0793298
IRS990/CYTotalFundraisingExpenseAmt049054
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0619917
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt0215562
IRS990/DeferredRevenueGrp/EOYAmt0281395
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0Social Venture Network (SVN) supports and inspires the people who are re-imaging business to serve the greater good, creating business models that respond to the challenges of the 21st century. SVN believes business plays a critical role in solving the worlds problems, but can do so only if its bottom line is more than profit. Business guided by a larger social mission is the only real solution to the mounting inequalities that threaten our country and our world.SVN is the leading source for education and information about the social venture movement. Our programming covers a range of needs: platforms for seasoned leaders to exchange ideas and advice; practical tips for growth for newer enterprises; resources for intrapreneurs; and updates on cutting edge developments that guide every social venture stakeholder.We connect and inspire leaders to use our community in the following ways:Support leaders to meet the people and attain resources to help achieve goals of greater social impact.Convene small Peer Circles groups for monthly meetings to learn from each other, and ultimately become a group of trusted advisors.Host regional events with unique topic-specific conversations that provide education and local networking for leaders to enhance their business collaboration and impact.Hold annual conferences to learn, network and inspire leaders to expand their missions of creating positive social change through business.Provide an online directory to connect leaders across geography, industry and generations.SVN is committed to supporting the worlds brightest and most innovative entrepreneurs from under-represented groups through our Bridge Initiative. These entrepreneurs may be people of color, women or young people, and may also represent under-represented geographic areas. This work is critical to our vision of advancing the next generation of sustainable, community- oriented business models. Bridge Programs include: The Innovation Entrepreneurs Program The Ambassador Program, and Bridge Entrepreneur Scholarships
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EmploymentTaxReturnsFiledInd0false
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountInd0false
IRS990/ExpenseAmt0335350
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt072165
IRS990/FeesForServicesAccountingGrp/TotalAmt072165
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt940.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt05.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt15.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt25.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt35.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt45.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt55.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt65.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt75.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt85.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt940.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/PersonNm0JARED LEVY
IRS990/Form990PartVIISectionAGrp/PersonNm1HEATHER MASON
IRS990/Form990PartVIISectionAGrp/PersonNm2TERESA PAHL
IRS990/Form990PartVIISectionAGrp/PersonNm3SHERRI PITTMAN
IRS990/Form990PartVIISectionAGrp/PersonNm4MIKE ROWLANDS
IRS990/Form990PartVIISectionAGrp/PersonNm5MAREN KEELEY
IRS990/Form990PartVIISectionAGrp/PersonNm6JIM DAVIDSON
IRS990/Form990PartVIISectionAGrp/PersonNm7TOM BALDERSTON
IRS990/Form990PartVIISectionAGrp/PersonNm8ELISSA SANGALLI HILLARY
IRS990/Form990PartVIISectionAGrp/PersonNm9VALERIE RED-HORSE MOHL
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt978128
IRS990/Form990PartVIISectionAGrp/TitleTxt0CO-BOARD CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt6CO-BOARD CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9EXECUTIVE DIR.
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/Form990TFiledInd0false
IRS990/FormationYr01994
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt010
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0619917
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt09
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt0175
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0175
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0123963
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0129676
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0CA
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THE ORGANIZATION SUPPORTS, CONNECTS AND EMPOWERS DIVERSE, INNOVATIVE BUSINESS LEADERS AND SOCIAL ENTREPRENEURS TO CREATE A JUST AND SUSTAINABLE ECONOMY.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0153267
IRS990/NetAssetsOrFundBalancesEOYAmt0-14538
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt05576
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt05336
IRS990/OfficeExpensesGrp/TotalAmt05336
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/EOYAmt012975
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt0872
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0872
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt015696
IRS990/OtherEmployeeBenefitsGrp/TotalAmt017440
IRS990/OtherExpensesGrp/Desc0EVENT VENUE & PROGRAM
IRS990/OtherExpensesGrp/Desc1WEBSITE MAINTENANCE
IRS990/OtherExpensesGrp/Desc2CREDIT CARD PROCESSING
IRS990/OtherExpensesGrp/Desc3SUPPLIES
IRS990/OtherExpensesGrp/FundraisingAmt034082
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt07397
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11740
IRS990/OtherExpensesGrp/ProgramServicesAmt0306738
IRS990/OtherExpensesGrp/ProgramServicesAmt115790
IRS990/OtherExpensesGrp/TotalAmt0340820
IRS990/OtherExpensesGrp/TotalAmt115790
IRS990/OtherExpensesGrp/TotalAmt27397
IRS990/OtherExpensesGrp/TotalAmt31740
IRS990/OtherInd0X
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt013096
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt013096
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0235724
IRS990/OtherSalariesAndWagesGrp/TotalAmt0261916
IRS990/OtherWebsiteInd0X
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt01004
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01004
IRS990/PayrollTaxesGrp/ProgramServicesAmt018077
IRS990/PayrollTaxesGrp/TotalAmt020085
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0123963
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0129676
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt013697
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt065801
IRS990/PrincipalOfficerNm0VALERIE RED-HORSE MOHL
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0CONFERENCES
IRS990/ProgramServiceRevenueGrp/Desc1MEMBERSHIP DUES
IRS990/ProgramServiceRevenueGrp/Desc2OTHER
IRS990/ProgramServiceRevenueGrp/Desc3SPONSORSHIPS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0295096
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1260262
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt21094
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt348905
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0295096
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1260262
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt21094
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt348905
IRS990/ProgSrvcAccomActy2Grp/Desc0CONFERENCES & MEMBER EVENTSIN 2018, THE ORGANIZATION SUPPORTED AND CONNECTED OVER 400 MISSION-DRIVEN LEADERS AT LOCAL EVENTS THROUGHOUT THE US AND CANADA. THE ORGANIZATION ALSO SUPPORTED, EDUCATED AND CONNECTED OVER 300 MISSION-DRIVEN LEADERS AT THER SPRING CONFERENCE IN SAN DIEGO, CA, AD OVER 300 MISSION-DRIVEN LEADERS AT THEIR FALL CONFERENCE IN BALTIMORE, MD.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0306738
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0295096
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt067434
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt01485
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0450768
IRS990/PYOtherRevenueAmt03850
IRS990/PYProgramServiceRevenueAmt0659492
IRS990/PYRevenuesLessExpensesAmt0147002
IRS990/PYSalariesCompEmpBnftPaidAmt0134491
IRS990/PYTotalExpensesAmt0585259
IRS990/PYTotalRevenueAmt0732261
IRS990/QuidProQuoContributionsInd0true
IRS990/QuidProQuoContriDisclInd0true
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-173381
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0310261
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt081631
IRS990/SavingsAndTempCashInvstGrp/EOYAmt031648
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt014385
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt067434
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt097571
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0232550
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0187904
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0599844
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0175
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt01485
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt01364
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt01216
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt02373
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt06613
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt04073781
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt03850
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt046000
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt042300
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt034650
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0126800
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.37320
IRS990ScheduleA/PublicSupportPY170Pct00.47100
IRS990ScheduleA/PublicSupportTotal170Amt0273638
IRS990ScheduleA/SubstantialContributorsTotAmt0326206
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt014385
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt067434
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt097571
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0232550
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0187904
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0599844
IRS990ScheduleA/TotalSupportAmt0733257
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
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
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THERE ARE SUBCOMMITTEES BUT THEY DO NOT ACT ON BEHALF OF THE BOARD OF DIRECTORS. THEY MAKE RECOMMENDATIONS TO THE FULL BOARD OF DIRECTORS. THE EXECUTIVE COMMITTEE CAN ACT ON BEHALF OF THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A SUBCOMMITTEE OF THE BOARD OF DIRECTORS, ALONG WITH SENIOR MANAGEMENT STAFF, REVIEWED THE FORM 990 PRIOR TO FILING. COMMENTS AND QUESTIONS WERE THEN PROVIDED TO THE ORGANIZATION'S CPA.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UPON JOINING THE BOARD OF DIRECTORS, EACH BOARD MEMBER FILLS OUT AND SIGNS THE CONFLICT OF INTEREST POLICY. THE ORGANIZATION'S BYLAWS FUTHER REQUIRE AN ANNUAL STATEMENT OF TRANSACTIONS FOR AN TRANSACTION INVOLVING MORE THAN $50,000 BETWEEN THE CORPORATION AND ITS DIRECTORS OR OFFICERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Performance reviews of the Organization's Executive Director are conducted every three years by the Executive Committee (a subcommittee of the Board of Directors). As part of the review, compensation of the Executive Director is considered. The subcommittee conducts a comparability survey using publicly available salary surveys and by consulting with comparable organizations on their compensation packages. A recommendation for any compensation changes is then made to the full Board of Directors and requires majority approval.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION POSTS ITS FORM 990 ON GUIDESTAR. GOVERNING DOCUMENTS INCLUDING THE CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 8: Explanation of No Contemporaneously Documentation of Meetings
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Line 18: Explanation of Other Means Forms Available For Public Inspection
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0na
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0INVESTORS CIRCLE

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$382,678
Liabilities
$397,216
Net assets
-$14,538
Revenue
$619,917
Expenses
$793,298
Net income
-$173,381
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2021Summary only. Only limited summary data is available for this year.$0.10$0.00$0.10$0.30$0.30$0.00
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.36$0.12$0.24$0.90$0.90$0.00
2019Summary only. Only limited summary data is available for this year.$0.79$0.57$0.22$1.44$1.18$0.27
2018Detailed filing. Detailed filing data is available for this year.$0.38$0.40$0.01$0.62$0.79$0.17
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.40$0.24$0.15$0.73$0.59$0.15
2016Summary only. Only limited summary data is available for this year.$0.20$0.21$0.02$0.94$0.97$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.27$0.27$0.00$1.25$1.34$0.09
2014Detailed filing. Detailed filing data is available for this year.$0.32$0.22$0.10$1.26$1.31$0.04
2013Summary only. Only limited summary data is available for this year.$0.40$0.11$0.29$1.22$1.20$0.02
2012Summary only. Only limited summary data is available for this year.$0.43$0.16$0.27$1.59$1.46$0.13