Civic Intelligence

The IC Foundation Inc

990 • Fiscal year 2014 • EIN 74-3034115

Jan 01, 2014 to Dec 31, 2014 • Filed on Oct 29, 2015

Organization Profilewww.investorscircle.net
200 North Mangum Street Suite 203Durham, NC 27701

(919) 296-1166

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

83rd percentile

28%

Higher net margin than 83% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

96th percentile

285%

Faster asset growth than 96% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

97th percentile

302%

Faster revenue growth than 97% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$146,865

Up $108,707 (+285%) from 2013

Net Assets

$146,865

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin83rd percentile

Revenue

Up

$385,657

Up $289,728 (+302%) from 2013

Expenses

Up

$276,949

Up $173,766 (+168%) from 2013

Net Income

Up

$108,708

Up $115,962 (+1599%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth96th percentile

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

$3.0M$2.0M$1.0M$0Assets 2010: $262,770Liabilities 2010: $0Net Assets 2010: $262,7702010Assets 2011: $76,055Liabilities 2011: $0Net Assets 2011: $76,0552011Assets 2012: $45,412Liabilities 2012: $02012Assets 2013: $38,158Liabilities 2013: $02013Assets 2014: $146,865Liabilities 2014: $0Net Assets 2014: $146,8652014Assets 2015: $72,222Liabilities 2015: $0Net Assets 2015: $72,2222015Assets 2016: $2,647,215Liabilities 2016: $334Net Assets 2016: $2,646,8812016Assets 2017: $1,927,646Liabilities 2017: $127,834Net Assets 2017: $1,799,8122017Assets 2018: $1,257,874Liabilities 2018: $2,600Net Assets 2018: $1,255,2742018Assets 2019: $0Net Assets 2019: $02019

Highlighted filing

2014

Assets$146,865
Liabilities$0
Net Assets$146,865
Open 2014 Filing

Operations Trend

Revenue Growth97th percentile

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

$4.0M$2.0M$0-$2.0MRevenue 2010: $250,611Expenses 2010: $90,087Net Income 2010: $160,5242010Revenue 2011: $500,789Expenses 2011: $61,336Net Income 2011: $439,4532011Revenue 2012: $94,378Expenses 2012: $125,522Net Income 2012: -$31,1442012Revenue 2013: $95,929Expenses 2013: $103,183Net Income 2013: -$7,2542013Revenue 2014: $385,657Expenses 2014: $276,949Net Income 2014: $108,7082014Revenue 2015: $257,471Expenses 2015: $332,114Net Income 2015: -$74,6432015Revenue 2016: $3,005,408Expenses 2016: $430,749Net Income 2016: $2,574,6592016Revenue 2017: $19,485Expenses 2017: $866,554Net Income 2017: -$847,0692017Revenue 2018: $28,092Expenses 2018: $572,630Net Income 2018: -$544,5382018Revenue 2019: $14,768Expenses 2019: $1,270,042Net Income 2019: -$1,255,2742019

Highlighted filing

2014

Revenue$385,657
Expenses$276,949
Net Income$108,708
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Oct 29, 2015
Return Version
2014v5.0
Gross Receipts
$385,657
Mission and Program Overview

Mission

To educate the public about impact investing

To educate the public about impact investing.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$36,657$146,865▲ $110,208
Land, Buildings, and Equipment, Net$1,500--
Total Assets$38,157$146,865▲ $108,708
Liabilities
Other Liabilities-$0-
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$38,157$80,198▲ $42,041
Temporarily Rstr Net Assets$0$66,667▲ $66,667
Permanently Rstr Net Assets$0$0→ $0
Total Net Assets Fund Balance$38,157$146,865▲ $108,708
Total Liabilities and Net Assets / Fund Balance$38,157$146,865▲ $108,708
Compensation and Service Providers
Top Officer Pay74th percentile

Board Members and Trustees

NameTitle
Cathy ClarkChair
Bonny MoellenbrockExecutive Director
Amit BouriAt-Large
David SharpAt-Large
James DavidsonAt-Large
John MooreAt-Large
Ken MerrittAt-Large
Beth RichardsonSecretary
Tom BalderstonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$385,500
Program Service Revenue
$0
Investment Income
$157
Other Revenue
$0
All Other Contributions
$385,500
Change in Net Assets
$108,708

Audited Revenue Reconciliation

Revenue per Audited Statements
$318,990
Revenue Not Reported on Financial Statements
$66,667
Revenue Not Reported on Form 990
$0
Other Revenue Adjustments
$66,667
Total Revenue per Audited Statements
$318,990
Total Revenue per Form 990
$385,657
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$276,949
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
Fees for Services Other$275,000--$275,000
Depreciation Depletion-$1,500-$1,500
Office Expenses-$449-$449
Total Functional Expenses$275,000$1,949$0$276,949

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$276,949
Total Expenses per Audited Statements$276,949
Total Expenses per Form 990$276,949
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Other Expense Adjustments$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
Lobbying 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
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
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 B, Line 11B

“990 is not reviewed and approved by the entire board. The Executive Director reviews it and summarizes the filing in a board report.”

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

“Policies are reviewed annually by the board of directors.”

Form 990, Part VI, Section C, Line 19

“Organizational documents are available upon request”

Filing and Contact Details

Filer

Filer Name
The IC Foundation Inc
EIN
74-3034115
Phone
9192961166
Address
200 North Mangum Street Suite 203, Durham, NC 27701

Signing Officer

Name
Bonny Moellenbrock
Title
Executive Director
Phone
9194239530
Signed
2015-10-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Bonny Moellenbrock
Formed
2002
Legal Domicile
Ma
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
9

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

“Service Agreement fees paid to Investors' Circle for SOURCE project and strategic growth”

Financial Statement Notes

Schedule D, Part X, Line 2

“Uncertain Tax Positions - The Foundation is exempt from income tax under Section 501(c)(3) of the Internal Revenue Code. Management has evaluated the effect of the guidance provided by U S Generally Accepted Accounting Principles on Accounting for Uncertainty in Income Taxes. Management believes that the Foundation continues to satisfy the requirements of a tax-exempt organization at December 31, 2014. Management has evaluated all other tax positions that could have a significant effect on the financial statements and determined the Foundation had no significant uncertain income tax positions at December 31, 2014.”

Schedule D, Part XI, Line 4B

“temporary restricted grants not yet released.”

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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/Desc0To provide leadership and engagement with SOURCE - Solutions from Our Country's Entrepreneurs. The project will connect entrepreneurs building market based solutions to issues affecting low-wealth Americans with investment capital, mentoring and support needed to grow their businesses.
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IRS990ScheduleA/FactsAndCircumstancesTestTxt0The IC Foundation, Inc continually solicits contributions from the general public and other public charities through its website, speaking engagements and outreach programs. The board is comprised of representatives from the public, private and educational sectors and promotes the benefits of socially responsible investing to the general public. Facts and circumstances qualify this organization to be a public charity.
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IRS990ScheduleD/OtherRevenueAmt00
IRS990ScheduleD/OtherRevenuesNotIncludedAmt066667
IRS990ScheduleD/PriorYearAdjustmentsAmt00
IRS990ScheduleD/RecoveriesPriorYearGrantsAmt00
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt066667
IRS990ScheduleD/RevenueSubtotalAmt0318990
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Uncertain Tax Positions - The Foundation is exempt from income tax under Section 501(c)(3) of the Internal Revenue Code. Management has evaluated the effect of the guidance provided by U S Generally Accepted Accounting Principles on Accounting for Uncertainty in Income Taxes. Management believes that the Foundation continues to satisfy the requirements of a tax-exempt organization at December 31, 2014. Management has evaluated all other tax positions that could have a significant effect on the financial statements and determined the Foundation had no significant uncertain income tax positions at December 31, 2014.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1temporary restricted grants not yet released.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule D, Part X, Line 2
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Schedule D, Part XI, Line 4b
IRS990ScheduleD/TotalExpensesPerForm990Amt0276949
IRS990ScheduleD/TotalLiabilityAmt00
IRS990ScheduleD/TotalRevenuePerForm990Amt0385657
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0318990
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0276949
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0990 is not reviewed and approved by the entire board. The Executive Director reviews it and summarizes the filing in a board report.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Policies are reviewed annually by the board of directors.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Organizational documents are available upon request
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Service Agreement fees paid to Investors' Circle for SOURCE project and strategic growth
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 C, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part IX, Line 11g
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0Sustainable Jobs Development Corporation
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0562263535
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(c)3
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0NC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0Social entrepreneurs assistance
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt07
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0200 North Mangum Street
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine2Txt0Suite 203
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0Durham
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0NC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd027701
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd01
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt04572
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0Neither organization have paid staff or office space. A non related entity donates a small portion of staff time and overhead. The amount is considered immaterial to the financial statements.
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0Sustainable Jobs Development Corporation
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0n
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt00
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt066667
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt038157
IRS990/TotalAssetsEOYAmt0146865
IRS990/TotalAssetsGrp/BOYAmt038157
IRS990/TotalAssetsGrp/EOYAmt0146865
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0385500
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt01949
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0275000
IRS990/TotalFunctionalExpensesGrp/TotalAmt0276949
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt038157
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0146865
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOtherProgSrvcExpenseAmt00
IRS990/TotalOtherProgSrvcGrantAmt00
IRS990/TotalOtherProgSrvcRevenueAmt00
IRS990/TotalProgramServiceExpensesAmt0275000
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0157
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0385657
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt09
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt038157
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0146865
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt038157
IRS990/UnrestrictedNetAssetsGrp/EOYAmt080198
IRS990/USAddress/AddressLine1Txt0200 North Mangum Street

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$146,865
Liabilities
$0
Net assets
$146,865
Revenue
$385,657
Expenses
$276,949
Net income
$108,708
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.01$1.27$1.26
2018Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$0.03$0.57$0.54
2017Detailed filing. Detailed filing data is available for this year.$1.93$0.13$1.80$0.02$0.87$0.85
2016Detailed filing. Detailed filing data is available for this year.$2.65$0.00$2.65$3.01$0.43$2.57
2015Detailed filing. Detailed filing data is available for this year.$0.07$0.00$0.07$0.26$0.33$0.07
2014Detailed filing. Detailed filing data is available for this year.$0.15$0.00$0.15$0.39$0.28$0.11
2013Summary only. Only limited summary data is available for this year.$0.04$0.00$0.10$0.10$0.01
2012Summary only. Only limited summary data is available for this year.$0.05$0.00$0.09$0.13$0.03
2011Summary only. Only limited summary data is available for this year.$0.08$0.00$0.08$0.50$0.06$0.44
2010Summary only. Only limited summary data is available for this year.$0.26$0.00$0.26$0.25$0.09$0.16