Liabilities / Assets
75th percentile
Higher debt load relative to assets than 75% of similar nonprofits.
990EZ • Fiscal year 2017 • EIN 81-1764879
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
75th percentile
Higher debt load relative to assets than 75% of similar nonprofits.
Liabilities / Revenue
62nd percentile
Higher debt load relative to revenue than 62% of similar nonprofits.
Net Margin
19th percentile
Higher net margin than 19% of similar nonprofits.
Top Officer Pay
89th percentile
Higher top officer pay than 89% of similar nonprofits.
Top officer pay equals 47.6% of source-year revenue.
Asset Growth
6th percentile
Faster asset growth than 6% of similar nonprofits.
Revenue Growth
67th percentile
Faster revenue growth than 67% of similar nonprofits.
Assets
Down$8,417
Down $15,193 (-64%) from 2016
Net Assets
Down$7,805
Down $12,228 (-61%) from 2016
Liabilities
Down$612
Down $2,965 (-83%) from 2016
Revenue
Up$84,000
Up $10,500 (+14%) from 2016
Expenses
Up$96,228
Up $42,761 (+80%) from 2016
Net Income
Down-$12,228
Down $32,261 (-161%) from 2016
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.
| Description | Grants | Expenses |
|---|---|---|
| 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. | $35,000 | $0 |
| In 2017, AlphaMundi Foundation was primarily raising funds for future programs. Three grants were made to organizations to support the third pillar of our mission, field building of the impact investing industry. These grants included: 1) Sponsorship of Toniic's T-100 report, "Insights from the Frontier of Impact Investing"; 2) A donation to a social enterprise in Mexico that won the UBS Visionares competition; and 3) Sponsorship of The Good Capital Project, a 2-year initiative that will use design thinking and engage stakeholders to help global capital markets allocate more capital to socially conscious investments. | $35,000 | $0 |
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Lisa Scheible Willems | Managing Director | PT | $40,000 | - | $40,000 |
| Tim Radjy | Treasurer | - | $0 | - | - |
| Tenke Zoltani | Secretary | - | $0 | - | - |
| Dipa Sharif | Director | - | $0 | - | - |
| Jessica Hutchins | Director | - | $0 | - | - |
“15,000 grant to UBS Visionares Winner, Sonrisas Sin Fronteras Sapi De Cv. 15,000 grant to Toniic, a nonprofit global action community for impact investors. 5,000 sponsorship of The Good Capital Project, paid by Lisa Willems and reimbursed.”
“Payroll taxes $3123, Travel $100, Staff Development $329.84, Software $3331.95, Bank Fees $220”
“DC Payroll liability paid just after the end of the year”
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
| IRS990EZ/ActivitiesNotPreviouslyRptInd | 0 | 0 |
| IRS990EZ/AddressChangeInd | 0 | X |
| IRS990EZ/BenefitsPaidToOrForMembersAmt | 0 | 0 |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | Lisa Willems |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 2629605145 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 641 S St NW Fl 3 |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | Washington |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | DC |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 20001 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 23125 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 8417 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | 0 |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 84000 |
| IRS990EZ/CostOfGoodsSoldAmt | 0 | 0 |
| IRS990EZ/CostOrOtherBasisExpenseSaleAmt | 0 | 0 |
| IRS990EZ/DirectIndirectPltclExpendAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | 0 |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | 0 |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -12228 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 7937 |
| IRS990EZ/FiledScheduleAInd | 0 | 1 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | 0 |
| IRS990EZ/ForeignOfficeInd | 0 | 0 |
| IRS990EZ/Form1120PolFiledInd | 0 | 0 |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 23610 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 8417 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 0 |
| IRS990EZ/GainOrLossFromSaleOfAssetsAmt | 0 | 0 |
| IRS990EZ/GamingGrossIncomeAmt | 0 | 0 |
| IRS990EZ/GrantsAndSimilarAmountsPaidAmt | 0 | 35000 |
| IRS990EZ/GrossProfitLossSlsOfInvntryAmt | 0 | 0 |
| IRS990EZ/GrossReceiptsAmt | 0 | 84000 |
| IRS990EZ/GrossSalesOfInventoryAmt | 0 | 0 |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 0 |
| IRS990EZ/LandAndBuildingsGrp/BOYAmt | 0 | 0 |
| IRS990EZ/LandAndBuildingsGrp/EOYAmt | 0 | 0 |
| IRS990EZ/LobbyingActivitiesInd | 0 | 0 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | 0 |
| IRS990EZ/MembershipDuesAmt | 0 | 0 |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 20033 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 7805 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 20033 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 7805 |
| IRS990EZ/OccupancyRentUtltsAndMaintAmt | 0 | 6186 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 20 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 1 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 1 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 1 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 1 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 40000 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | Lisa Scheible Willems |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | Tim Radjy |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | Tenke Zoltani |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | Dipa Sharif |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | Jessica Hutchins |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | Managing Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | Treasurer |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | Secretary |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | Director |
| IRS990EZ/OperateHospitalInd | 0 | 0 |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | 0 |
| IRS990EZ/OrganizationHadUBIInd | 0 | 0 |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 485 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 0 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 7105 |
| IRS990EZ/OtherRevenueTotalAmt | 0 | 0 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | 0 |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | 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. |
| IRS990EZ/PrintingPublicationsPostageAmt | 0 | 0 |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | 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. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 1 | In 2017, AlphaMundi Foundation was primarily raising funds for future programs. Three grants were made to organizations to support the third pillar of our mission, field building of the impact investing industry. These grants included: 1) Sponsorship of Toniic's T-100 report, "Insights from the Frontier of Impact Investing"; 2) A donation to a social enterprise in Mexico that won the UBS Visionares competition; and 3) Sponsorship of The Good Capital Project, a 2-year initiative that will use design thinking and engage stakeholders to help global capital markets allocate more capital to socially conscious investments. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ForeignGrantsInd | 0 | X |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ForeignGrantsInd | 1 | X |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 35000 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 1 | 35000 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 1 | 0 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990EZ/SalariesOtherCompEmplBnftAmt | 0 | 40000 |
| IRS990EZ/SaleOfAssetsGrossAmt | 0 | 0 |
| IRS990EZ/SchoolOperatingInd | 0 | 0 |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 0 |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | 0 |
| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 0 | DC |
| IRS990EZ/SubjectToProxyTaxInd | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 3577 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 612 |
| IRS990EZ/TanningServicesProvidedInd | 0 | 0 |
| IRS990EZ/TaxImposedOnOrganizationMgrAmt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4911Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4912Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4955Amt | 0 | 0 |
| IRS990EZ/TaxReimbursedByOrganizationAmt | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 96228 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 0 |
| IRS990EZ/TotalRevenueAmt | 0 | 84000 |
| IRS990EZ/TransactionWithControlEntInd | 0 | 0 |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | 0 |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | www.alphamundifoundation.org |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt | 0 | 84000 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt | 0 | 73500 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt | 0 | 157500 |
| IRS990ScheduleA/InvestmentIncomeCYPct | 0 | 0 |
| IRS990ScheduleA/InvestmentIncomePYPct | 0 | 0 |
| IRS990ScheduleA/PubliclySupportedOrg509a2Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY509Pct | 0 | 1 |
| IRS990ScheduleA/PublicSupportPY509Pct | 0 | 1 |
| IRS990ScheduleA/PublicSupportTotal509Amt | 0 | 157500 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsPY509Ind | 0 | X |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt | 0 | 84000 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt | 0 | 73500 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 0 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 0 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 0 |
| IRS990ScheduleA/Total509Grp/TotalAmt | 0 | 157500 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt | 0 | 84000 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt | 0 | 73500 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt | 0 | 0 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt | 0 | 0 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt | 0 | 0 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt | 0 | 157500 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | 15,000 grant to UBS Visionares Winner, Sonrisas Sin Fronteras Sapi De Cv. 15,000 grant to Toniic, a nonprofit global action community for impact investors. 5,000 sponsorship of The Good Capital Project, paid by Lisa Willems and reimbursed. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | Payroll taxes $3123, Travel $100, Staff Development $329.84, Software $3331.95, Bank Fees $220 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | DC Payroll liability paid just after the end of the year |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Form 990-EZ, Part I, Line 10 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Form 990-EZ, Part I, Line 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Form 990-EZ, Part II, Line 26 |
| ReturnHeader/BuildTS | 0 | 2018-06-14 16:35:46Z |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | Lisa Willems |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | President |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 2629605145 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2018-03-22 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | ALPHAMUNDI FOUNDATION INC |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | ALPH |
| ReturnHeader/Filer/EIN | 0 | 811764879 |
| ReturnHeader/Filer/PhoneNum | 0 | 2629605145 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 641 S St NW Fl 3 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | Washington |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | DC |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 20001 |
| ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt | 0 | 73.163.96.144 |
| ReturnHeader/ReturnTs | 0 | 2018-04-03T14:29:29-07:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2017-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2017-12-31 |
| ReturnHeader/TaxYr | 0 | 2017 |
No mirrored PDF or thumbnail assets are attached yet.
Displayed year
2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.