Civic Intelligence

The IC Foundation Inc

990 • Fiscal year 2018 • EIN 74-3034115

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

Organization ProfileWWW.SVCIMPACT.ORG
4225 Solano Ave 709Napa, CA 94558

(919) 296-1166

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

Higher debt load relative to assets than 19% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

50th percentile

0.09x

Higher debt load relative to revenue than 50% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

1st percentile

-1938%

Higher net margin than 1% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

57th percentile

$78,128

Higher top officer pay than 57% of similar nonprofits.

Top officer pay equals 278.1% of source-year revenue.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

3rd percentile

-35%

Faster asset growth than 3% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

86th percentile

44%

Faster revenue growth than 86% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets19th percentile

Assets

Down

$1,257,874

Down $669,772 (-35%) from 2017

Net Assets

Down

$1,255,274

Down $544,538 (-30%) from 2017

Liabilities

Down

$2,600

Down $125,234 (-98%) from 2017

Revenue And Expenses
Liabilities / Revenue50th percentileNet Margin1st percentile

Revenue

Up

$28,092

Up $8,607 (+44%) from 2017

Expenses

Down

$572,630

Down $293,924 (-34%) from 2017

Net Income

Up

-$544,538

Up $302,531 (+36%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth3rd 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

2018

Assets$1,257,874
Liabilities$2,600
Net Assets$1,255,274
Open 2018 Filing

Operations Trend

Revenue Growth86th 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

2018

Revenue$28,092
Expenses$572,630
Net Income-$544,538
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
$28,092
Mission and Program Overview

Mission

To educate the public about impact investing

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$1,927,646$1,257,874▼ $669,772
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
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-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$1,927,646$1,257,874▼ $669,772
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$127,834$2,600▼ $125,234
Total Liabilities$127,834$2,600▼ $125,234
Net Assets / Fund Balance
Unrestricted Net Assets$1,799,812$1,255,274▼ $544,538
Total Net Assets Fund Balance$1,799,812$1,255,274▼ $544,538
Total Liabilities and Net Assets / Fund Balance$1,927,646$1,257,874▼ $669,772
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleOtherTotal
Valerie Red-horse MohlExecutive Director$78,128$78,128

Board Members and Trustees

NameTitle
Gagan Jared LevyCo-chair
James DavidsonCo-chair
Elissa Sangalli HillaryBoard Member
Heather MasonBoard Member
Mike RowlandsBoard Member
Sherri Pittman HowardBoard Member
Teresa V PahlBoard Member
Maren KeeleySecretary
Tom BalderstonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$3,000
Program Service Revenue
$0
Investment Income
$25,092
Other Revenue
$0
All Other Contributions
$3,000
Change in Net Assets
$-544,538
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$562,500
Other Expenses$10,130
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$562,500--$562,500
Fees for Services Accounting-$10,100-$10,100
Other Expenses-$30-$30
Total Functional Expenses$562,500$10,130$0$572,630
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Investors CircleDurham, NC501(c) (4)Strategic Planning$562,500
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
Yes
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
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, Line 11B: Form 990 Review Process

“The executive director reviews the 990 and provides a summary to the board of directors.”

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

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

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

“All documents are available upon request”

Filing and Contact Details

Filer

Filer Name
The Ic Foundation Inc
EIN
74-3034115
Phone
9192961166
Address
4225 SOLANO AVE 709, NAPA, CA 94558

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
2002
Legal Domicile
Ma
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
Supplemental Narrative

Additional Explanations

Sch O Statement 1

“Extension was filed and granted”

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IRS990ScheduleA/FactsAndCircumstancesTestTxt0Prior Year Facts and Circumstances: THE 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/CurrentTaxYearAmt03000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt03500
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0503750
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0257250
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0385500
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01153000
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt025092
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt015985
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt01658
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0221
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt010
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt042966
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.14790
IRS990ScheduleA/PublicSupportPY170Pct00.10040
IRS990ScheduleA/PublicSupportTotal170Amt0176919
IRS990ScheduleA/SubstantialContributorsTotAmt0976081
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TenPctFactsCrcmstncsTestCYInd0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt03000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt03500
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0503750
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0257250
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0385500
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01153000
IRS990ScheduleA/TotalSupportAmt01195966
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt0562500
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(c) (4)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0STRATEGIC PLANNING
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0INVESTORS CIRCLE
IRS990ScheduleI/RecipientTable/RecipientEIN0363836645
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0PO BOX 3612
IRS990ScheduleI/RecipientTable/USAddress/CityNm0DURHAM
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0NC
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd027702
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0CASH VALUE
IRS990ScheduleI/Total501c3OrgCnt00
IRS990ScheduleI/TotalOtherOrgCnt01
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE EXECUTIVE DIRECTOR REVIEWS THE 990 AND PROVIDES A SUMMARY TO THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1POLICIES ARE REVIEWED ANNUALLY BY THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ALL DOCUMENTS ARE AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3EXTENSION WAS FILED AND GRANTED
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3SCH O STATEMENT 1
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0true
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0INVESTORS CIRCLE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0363836645
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(c) (4)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0NC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0SUPPORTED ORGANIZATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0501(c) (4)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0PO BOX 3612
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0DURHAM
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0NC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd027702
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0562500
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0CASH
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0INVESTORS CIRCLE
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0b
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01927646
IRS990/TotalAssetsEOYAmt01257874
IRS990/TotalAssetsGrp/BOYAmt01927646
IRS990/TotalAssetsGrp/EOYAmt01257874
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt03000
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt010130
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0562500
IRS990/TotalFunctionalExpensesGrp/TotalAmt0572630
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0127834
IRS990/TotalLiabilitiesEOYAmt02600
IRS990/TotalLiabilitiesGrp/BOYAmt0127834

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,257,874
Liabilities
$2,600
Net assets
$1,255,274
Revenue
$28,092
Expenses
$572,630
Net income
-$544,538
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