Civic Intelligence

Alphamundi Foundation Inc.

990EZ • Fiscal year 2017 • EIN 81-1764879

Jan 01, 2017 to Dec 31, 2017 • Filed on Mar 22, 2018

641 S St NW Fl 3Washington, DC 20001

(262) 960-5145

Siviq Scores

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

Liabilities / Assets

75th percentile

0.07x

Higher debt load relative to assets than 75% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

62nd percentile

0.01x

Higher debt load relative to revenue than 62% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

19th percentile

-15%

Higher net margin than 19% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

89th percentile

$40,000

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 47.6% of source-year revenue.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

6th percentile

-64%

Faster asset growth than 6% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

67th percentile

14%

Faster revenue growth than 67% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

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

Historical Trend

Balance Sheet Trend

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

2017

Assets$8,417
Liabilities$612
Net Assets$7,805

Operations Trend

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

2017

Revenue$84,000
Expenses$96,228
Net Income-$12,228
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Mar 22, 2018
Return Version
2017v2.0
Gross Receipts
$84,000
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.$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
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lisa Scheible WillemsManaging DirectorPT$40,000-$40,000
Tim RadjyTreasurer-$0--
Tenke ZoltaniSecretary-$0--
Dipa SharifDirector-$0--
Jessica HutchinsDirector-$0--
Filing and Contact Details

Filer

Filer Name
Alphamundi Foundation Inc
EIN
81-1764879
Phone
2629605145
Address
641 S St NW Fl 3, Washington, DC 20001

Signing Officer

Name
Lisa Willems
Title
President
Phone
2629605145
Signed
2018-03-22
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 10

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.

Form 990-EZ, Part I, Line 16

Payroll taxes $3123, Travel $100, Staff Development $329.84, Software $3331.95, Bank Fees $220

Form 990-EZ, Part II, Line 26

DC Payroll liability paid just after the end of the year

Raw XML Appendix171 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/PrimaryExemptPurposeTxt0The 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.
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1In 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.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt015,000 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/ExplanationTxt1Payroll taxes $3123, Travel $100, Staff Development $329.84, Software $3331.95, Bank Fees $220
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DC Payroll liability paid just after the end of the year
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part II, Line 26
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Lisa Willems
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum02629605145
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-03-22
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ReturnHeader/Filer/BusinessNameControlTxt0ALPH
ReturnHeader/Filer/EIN0811764879
ReturnHeader/Filer/PhoneNum02629605145
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ReturnHeader/Filer/USAddress/CityNm0Washington
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ReturnHeader/Filer/USAddress/ZIPCd020001
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ReturnHeader/ReturnTs02018-04-03T14:29:29-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

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