Civic Intelligence

The IC Foundation Inc

990 • Fiscal year 2015 • EIN 74-3034115

Jan 01, 2015 to Dec 31, 2015 • Filed on Aug 04, 2016

Organization Profilewww.investorscircle.net
PO Box 3612Durham, NC 27702

(919) 296-1166

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

12th percentile

-29%

Higher net margin than 12% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

8th percentile

-51%

Faster asset growth than 8% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

15th percentile

-33%

Faster revenue growth than 15% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets55th percentile

Assets

Down

$72,222

Down $74,643 (-51%) from 2014

Net Assets

Down

$72,222

Down $74,643 (-51%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin12th percentile

Revenue

Down

$257,471

Down $128,186 (-33%) from 2014

Expenses

Up

$332,114

Up $55,165 (+20%) from 2014

Net Income

Down

-$74,643

Down $183,351 (-169%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth8th 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

2015

Assets$72,222
Liabilities$0
Net Assets$72,222
Open 2015 Filing

Operations Trend

Revenue Growth15th 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

2015

Revenue$257,471
Expenses$332,114
Net Income-$74,643
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Aug 4, 2016
Return Version
2015v2.1
Gross Receipts
$257,471
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$146,865$69,222▼ $77,643
Accounts Receivable-$3,000-
Total Assets$146,865$72,222▼ $74,643
Liabilities
Other Liabilities$0--
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$80,198$38,888▼ $41,310
Temporarily Rstr Net Assets$66,667$33,334▼ $33,333
Permanently Rstr Net Assets$0$0→ $0
Total Net Assets Fund Balance$146,865$72,222▼ $74,643
Total Liabilities and Net Assets / Fund Balance$146,865$72,222▼ $74,643
Compensation and Service Providers
Top Officer Pay75th percentile

Board Members and Trustees

NameTitle
James DavidsonChair
Bonny MoellenbrockExecutive Director
Cathy ClarkAt Large
David SharpAt-Large
John MooreAt-Large
Ken MerrittAt-Large
Beth RichardsonSecretary
Tom BalderstonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$257,250
Program Service Revenue
$0
Investment Income
$221
Other Revenue
$0
All Other Contributions
$257,250
Change in Net Assets
$-74,643

Audited Revenue Reconciliation

Revenue per Audited Statements
$257,471
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$33,334
Other Revenue Adjustments
$0
Total Revenue per Audited Statements
$290,805
Total Revenue per Form 990
$257,471
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$332,114
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$322,500$0-$322,500
Fees for Services Accounting-$8,848-$8,848
Office Expenses-$766-$766
Total Functional Expenses$322,500$9,614$0$332,114

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$332,114
Total Expenses per Audited Statements$332,114
Total Expenses per Form 990$332,114
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
Yes
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

“Form 990, Part VI, Section B, Line 11b - 990 is not approved by the entire board. The Executive Director reviews it, distributes it to the Board for review and provides a summary to the Board.”

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

“Form 990, Part VI, Section B, Line 12c - Policies are reviewed annually by the board of directors.”

Form 990, Part VI, Section B, Line 15

“There is no paid staff in the organization.”

Form 990, Part VI, Section C, Line 19

“Board documents are available upon request”

Filing and Contact Details

Filer

Filer Name
The IC Foundation Inc
EIN
74-3034115
Phone
9192961166
Address
PO Box 3612, Durham, NC 27702

Signing Officer

Name
Bonny Moellenbrock
Title
Exectuive Director
Phone
9192961166
Signed
2016-08-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Bonny Moellenbrock
Formed
2002
Legal Domicile
Ma
Voting Board Members
8
Independent Board Members
7
Employees
0
Volunteers
8

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

“$5000 - Support for Impact Economy Landscape Study $317,500 - Service Agreement Fees paid to Investors' Circle for SOURCE project and to support strategic growth.”

Financial Statement Notes

Schedule D, Part XI, Line 2D

“Release of temporarily restricted funds released during tax year”

Raw XML AppendixShowing 400 of 409 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/AccountantCompileOrReviewInd00
IRS990/AccountsReceivableGrp/EOYAmt03000
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0To educate the public about impact investing.
IRS990/AddressChangeInd0X
IRS990/AllOtherContributionsAmt0257250
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/PersonNm0Bonny Moellenbrock
IRS990/BooksInCareOfDetail/PhoneNum09192961166
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO Box 3612
IRS990/BooksInCareOfDetail/USAddress/CityNm0Durham
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990/BooksInCareOfDetail/USAddress/ZIPCd027702
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0146865
IRS990/CashNonInterestBearingGrp/EOYAmt069222
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContriRptFundraisingEventAmt00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0257250
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0221
IRS990/CYOtherExpensesAmt0332114
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-74643
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0332114
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0257471
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
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.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonatedServicesAndUseFcltsAmt00
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0250000
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FederatedCampaignsAmt00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt08848
IRS990/FeesForServicesAccountingGrp/TotalAmt08848
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt00
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt0322500
IRS990/FeesForServicesOtherGrp/TotalAmt0322500
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form1098CFiledInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form8899Filedind00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt01
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt45
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71
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/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
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/PersonNm0Tom Balderston
IRS990/Form990PartVIISectionAGrp/PersonNm1Cathy Clark
IRS990/Form990PartVIISectionAGrp/PersonNm2James Davidson
IRS990/Form990PartVIISectionAGrp/PersonNm3Ken Merritt
IRS990/Form990PartVIISectionAGrp/PersonNm4Bonny Moellenbrock
IRS990/Form990PartVIISectionAGrp/PersonNm5John Moore
IRS990/Form990PartVIISectionAGrp/PersonNm6Beth Richardson
IRS990/Form990PartVIISectionAGrp/PersonNm7David Sharp
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/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/TitleTxt0Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt1At Large
IRS990/Form990PartVIISectionAGrp/TitleTxt2Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt3At-Large
IRS990/Form990PartVIISectionAGrp/TitleTxt4Executive Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5At-Large
IRS990/Form990PartVIISectionAGrp/TitleTxt6Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt7At-Large
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr02002
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/FundraisingAmt00
IRS990/GainOrLossGrp/OtherAmt00
IRS990/GainOrLossGrp/SecuritiesAmt00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GovernmentGrantsAmt00
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0257471
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IncmFromInvestBondProceedsGrp/ExclusionAmt00
IRS990/IncmFromInvestBondProceedsGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IncmFromInvestBondProceedsGrp/UnrelatedBusinessRevenueAmt00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt07
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentExpenseAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt00
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0221
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0221
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt00
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0MA
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0To educate the public about impact investing.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0146865
IRS990/NetAssetsOrFundBalancesEOYAmt072222
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0766
IRS990/OfficeExpensesGrp/TotalAmt0766
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherRevenueTotalAmt00
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt00
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0Bonny Moellenbrock
IRS990/PriorPeriodAdjustmentsAmt00
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0Support Investors' Circle operations and growth strategy.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt067500
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt07250
IRS990/ProgSrvcAccomActy3Grp/Desc0Support the Pennsylvania Impact Economy Landscape study
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt05000
IRS990/ProgSrvcAccomActy3Grp/GrantAmt00
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0385500
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0157
IRS990/PYOtherExpensesAmt0276949
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0108708
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0276949
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0385657
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-74643
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt00
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0250000
IRS990/RoyaltiesRevenueGrp/ExclusionAmt00
IRS990/RoyaltiesRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RoyaltiesRevenueGrp/UnrelatedBusinessRevenueAmt00
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.
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0257250
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0385500
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt095926
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt094363
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0329420
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01162459
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0221
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt010
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt05
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt018
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0254
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt06009
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.16466
IRS990ScheduleA/PublicSupportPY170Pct00.19389
IRS990ScheduleA/PublicSupportTotal170Amt0191456
IRS990ScheduleA/SubstantialContributorsTotAmt0971003
IRS990ScheduleA/TenPctFactsCrcmstncsTestPYInd0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0257250
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0385500
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt095926
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt094363
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0329420
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01162459
IRS990ScheduleA/TotalSupportAmt01162713
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/ScheduleBRequiredInd01
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt00
IRS990ScheduleD/DonatedServicesUseFcltsAmt00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0332114
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt00
IRS990ScheduleD/InvestmentExpensesNotIncldAmt00
IRS990ScheduleD/LossesReportedAmt00
IRS990ScheduleD/NetUnrealizedGainsInvstAmt00
IRS990ScheduleD/OtherExpensesIncludedAmt00
IRS990ScheduleD/OtherExpensesNotIncludedAmt00
IRS990ScheduleD/OtherRevenueAmt033334
IRS990ScheduleD/OtherRevenuesNotIncludedAmt00
IRS990ScheduleD/PriorYearAdjustmentsAmt00
IRS990ScheduleD/RecoveriesPriorYearGrantsAmt00
IRS990ScheduleD/RevenueNotReportedAmt033334
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0257471
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Release of temporarily restricted funds released during tax year
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule D, Part XI, Line 2d
IRS990ScheduleD/TotalExpensesPerForm990Amt0332114
IRS990ScheduleD/TotalRevenuePerForm990Amt0257471
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0290805
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0332114
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Form 990, Part VI, Section B, Line 11b - 990 is not approved by the entire board. The Executive Director reviews it, distributes it to the Board for review and provides a summary to the Board.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Form 990, Part VI, Section B, Line 12c - Policies are reviewed annually by the board of directors.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2There is no paid staff in the organization.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Board documents are available upon request
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4$5000 - Support for Impact Economy Landscape Study $317,500 - Service Agreement Fees paid to Investors' Circle for SOURCE project and to support 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 B, Line 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part IX, Line 11g
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt066667
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt033334
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0146865
IRS990/TotalAssetsEOYAmt072222
IRS990/TotalAssetsGrp/BOYAmt0146865
IRS990/TotalAssetsGrp/EOYAmt072222
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0257250
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt09614
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0322500
IRS990/TotalFunctionalExpensesGrp/TotalAmt0332114
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0146865
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt072222
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOtherProgSrvcExpenseAmt00
IRS990/TotalOtherProgSrvcGrantAmt00
IRS990/TotalOtherProgSrvcRevenueAmt00
IRS990/TotalOthProgramServiceRevGrp/ExclusionAmt00
IRS990/TotalOthProgramServiceRevGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt00
IRS990/TotalOthProgramServiceRevGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalProgramServiceExpensesAmt0322500
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0221
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0257471
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt08
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0146865
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt072222
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt080198
IRS990/UnrestrictedNetAssetsGrp/EOYAmt038888
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO Box 3612
IRS990/USAddress/CityNm0Durham
IRS990/USAddress/StateAbbreviationCd0NC
IRS990/USAddress/ZIPCd027702
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0www.investorscircle.net
IRS990/WhistleblowerPolicyInd01
ReasonableCauseExplanation/ExplanationTxt0extension of time to file was granted
ReturnHeader/BuildTS02016-12-15 16:53:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Bonny Moellenbrock
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Exectuive Director
ReturnHeader/BusinessOfficerGrp/PhoneNum09192961166
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-08-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The IC Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt0ICFO
ReturnHeader/Filer/EIN0743034115
ReturnHeader/Filer/PhoneNum09192961166
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 3612
ReturnHeader/Filer/USAddress/CityNm0Durham
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027702
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0058443294
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Elizabeth A Taylor CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010 Willowspring Place
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Chapel Hill
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd027517

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$72,222
Liabilities
$0
Net assets
$72,222
Revenue
$257,471
Expenses
$332,114
Net income
-$74,643
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