Civic Intelligence

Alphamundi Foundation Inc.

990EZ • Fiscal year 2016 • EIN 81-1764879

Jan 01, 2016 to Dec 31, 2016 • Filed on Apr 12, 2017

Organization Profilewww.alphamundifoundation.org
1715 15th St NW Unit 10Washington, DC 20009

(262) 960-5145

Siviq Scores

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

Liabilities / Assets

80th percentile

0.15x

Higher debt load relative to assets than 80% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

76th percentile

0.05x

Higher debt load relative to revenue than 76% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

83rd percentile

27%

Higher net margin than 83% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

83rd percentile

$20,000

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 27.2% of source-year revenue.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Balance Sheet
Liabilities / Assets80th percentile

Assets

$23,610

No earlier filing loaded for comparison.

Net Assets

$20,033

No earlier filing loaded for comparison.

Liabilities

$3,577

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue76th percentileNet Margin83rd percentile

Revenue

$73,500

No earlier filing loaded for comparison.

Expenses

$53,467

No earlier filing loaded for comparison.

Net Income

$20,033

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$1.5M$1.0M$500K$0Assets 2016: $23,610Liabilities 2016: $3,577Net Assets 2016: $20,0332016Assets 2017: $8,417Liabilities 2017: $612Net Assets 2017: $7,8052017Assets 2018: $113,125Liabilities 2018: $0Net Assets 2018: $113,1252018Assets 2019: $334,495Liabilities 2019: $3,998Net Assets 2019: $330,4972019Assets 2020: $564,724Liabilities 2020: $33,350Net Assets 2020: $531,3742020Assets 2021: $1,224,994Liabilities 2021: $456,166Net Assets 2021: $768,8282021Assets 2022: $490,868Liabilities 2022: $107,122Net Assets 2022: $383,7462022Assets 2023: $691,854Liabilities 2023: $258,916Net Assets 2023: $432,9382023Assets 2024: $309,797Liabilities 2024: $159,510Net Assets 2024: $150,2872024

Highlighted filing

2016

Assets$23,610
Liabilities$3,577
Net Assets$20,033
Open 2016 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.5M$1.0M$500K$0-$500KRevenue 2016: $73,500Expenses 2016: $53,467Net Income 2016: $20,0332016Revenue 2017: $84,000Expenses 2017: $96,228Net Income 2017: -$12,2282017Revenue 2018: $505,907Expenses 2018: $401,199Net Income 2018: $104,7082018Revenue 2019: $903,118Expenses 2019: $689,519Net Income 2019: $213,5992019Revenue 2020: $1,475,162Expenses 2020: $1,274,285Net Income 2020: $200,8772020Revenue 2021: $971,527Expenses 2021: $734,073Net Income 2021: $237,4542021Revenue 2022: $520,511Expenses 2022: $905,593Net Income 2022: -$385,0822022Revenue 2023: $1,030,756Expenses 2023: $1,090,155Net Income 2023: -$59,3992023Revenue 2024: $537,461Expenses 2024: $820,112Net Income 2024: -$282,6512024

Highlighted filing

2016

Revenue$73,500
Expenses$53,467
Net Income$20,033
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Apr 12, 2017
Return Version
2016v3.0
Gross Receipts
$73,500
Mission and Program Overview

Mission

The Foundation is a recently-formed non-profit that aims to help alleviate the world of extreme poverty. Its mission is to catalyze and scale investment in social enterprises that seek to improve the lives of the poor. The Foundation intends to pursue this mission by providing technical support to social enterprises, assisting social enterprises with impact measurement practices including outcomes-based products and assessments, and speaking at and sponsoring events to further the field of impact investing through knowledge and best practice dissemination and public advocacy.

Program Services

DescriptionGrantsExpenses
Sponsorship of the Toniic Impact Portfolio Project. Overview: The lack of compelling quantitative and qualitative data points, case studies, and meaningful impact stories have been cited as the primary reasons impact investors and non-impact investors stay on the sidelines. In addition, many financial advisory firms and product providers don't yet see a business case for the development of impact-related products and services, nor has enough of the financial research community become meaningfully engaged. This multi-year study of select Toniic 100% Impact Network members represents $1.65 billion committed to impact investments, with $1.14 billion already deployed. By publishing this analysis Toniic seeks to:Inspire and enable others to explore and accelerate their impact investing journeys; Demonstrate to financial advisory firms and product providers that there is a significant and growing market for impact products and services; and Empower the research community with access to data to start exploring systemic issues such as ESG risk factors, the availability and accessibility of specific impact themes within each asset class, and how best to incorporate externality pricing into security valuation and analysis. AlphaMundi Foundation committed to supporting this initiative with $30,000, the first installment of which was paid in FY 2016.$15,000$0
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lisa Scheible WillemsManaging DirectorPT$20,000-$20,000
Tim RadjyTreasurer-$0--
Tenke ZoltaniSecretary-$0--
Joy SunDirector-$0--
Jessica HutchinsDirector-$0--
Filing and Contact Details

Filer

Filer Name
Alphamundi Foundation Inc
EIN
81-1764879
Phone
2629605145
Address
1715 15th St NW Unit 10, Washington, DC 20009

Signing Officer

Name
Lisa Willems
Title
President
Phone
2629605145
Signed
2017-04-12
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 10

“Grant to TONIIC - a global action community for impact investors.”

Form 990-EZ, Part I, Line 16

“Payroll Taxes: 1,791 Travel: 242.29 Staff Development: 150.1 Software: 2356.44 Bank Service Fees:248.4”

Form 990-EZ, Part II, Line 24

“Undeposited cash”

Form 990-EZ, Part II, Line 26

“Payroll tax liabilities as of 12/31/16”

Raw XML Appendix168 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Managing Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
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IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Sponsorship of the Toniic Impact Portfolio Project. Overview: The lack of compelling quantitative and qualitative data points, case studies, and meaningful impact stories have been cited as the primary reasons impact investors and non-impact investors stay on the sidelines. In addition, many financial advisory firms and product providers don't yet see a business case for the development of impact-related products and services, nor has enough of the financial research community become meaningfully engaged. This multi-year study of select Toniic 100% Impact Network members represents $1.65 billion committed to impact investments, with $1.14 billion already deployed. By publishing this analysis Toniic seeks to:Inspire and enable others to explore and accelerate their impact investing journeys; Demonstrate to financial advisory firms and product providers that there is a significant and growing market for impact products and services; and Empower the research community with access to data to start exploring systemic issues such as ESG risk factors, the availability and accessibility of specific impact themes within each asset class, and how best to incorporate externality pricing into security valuation and analysis. AlphaMundi Foundation committed to supporting this initiative with $30,000, the first installment of which was paid in FY 2016.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt015000
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Grant to TONIIC - a global action community for impact investors.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Payroll Taxes: 1,791 Travel: 242.29 Staff Development: 150.1 Software: 2356.44 Bank Service Fees:248.4
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Undeposited cash
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Payroll tax liabilities as of 12/31/16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part II, Line 26
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Lisa Willems
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum02629605145
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-04-12
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ReturnHeader/Filer/BusinessNameControlTxt0ALPH
ReturnHeader/Filer/EIN0811764879
ReturnHeader/Filer/PhoneNum02629605145
ReturnHeader/Filer/USAddress/AddressLine1Txt01715 15th St NW Unit 10
ReturnHeader/Filer/USAddress/CityNm0Washington
ReturnHeader/Filer/USAddress/StateAbbreviationCd0DC
ReturnHeader/Filer/USAddress/ZIPCd020009
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt050.232.177.30
ReturnHeader/ReturnTs02017-04-12T11:32:29-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$23,610
Liabilities
$3,577
Net assets
$20,033
Revenue
$73,500
Expenses
$53,467
Net income
$20,033
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.31$0.16$0.15$0.54$0.82$0.28
2023Detailed filing. Detailed filing data is available for this year.$0.69$0.26$0.43$1.03$1.09$0.06
2022Detailed filing. Detailed filing data is available for this year.$0.49$0.11$0.38$0.52$0.91$0.39
2021Detailed filing. Detailed filing data is available for this year.$1.22$0.46$0.77$0.97$0.73$0.24
2020Detailed filing. Detailed filing data is available for this year.$0.56$0.03$0.53$1.48$1.27$0.20
2019Detailed filing. Detailed filing data is available for this year.$0.33$0.00$0.33$0.90$0.69$0.21
2018Detailed filing. Detailed filing data is available for this year.$0.11$0.00$0.11$0.51$0.40$0.10
2017Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.08$0.10$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$0.07$0.05$0.02