Civic Intelligence

International Documentary Association Inc.

990 • Fiscal year 2015 • EIN 95-3911227

Jul 01, 2014 to Jun 30, 2015 • Filed on May 04, 2016

3470 Wilshire Blvd Suite 980Los Angeles, CA 90010

(213) 232-1660

Siviq Scores

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

Liabilities / Assets

32nd percentile

0.06x

Higher debt load relative to assets than 32% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Liabilities / Revenue

10th percentile

0.01x

Higher debt load relative to revenue than 10% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Net Margin

47th percentile

1.8%

Higher net margin than 47% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Top Officer Pay

58th percentile

$137,249

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 1.5% of source-year revenue.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Asset Growth

72nd percentile

8.3%

Faster asset growth than 72% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2014 to 2015

Revenue Growth

96th percentile

165%

Faster revenue growth than 96% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2014 to 2015

Assets

Up

$1,412,672

Up $108,648 (+8.3%) from 2014

Net Assets

Up

$1,327,703

Up $135,551 (+11%) from 2014

Liabilities

Down

$84,969

Down $26,903 (-24%) from 2014

Revenue

Up

$8,960,690

Up $5,579,243 (+165%) from 2014

Expenses

Up

$8,795,866

Up $4,984,778 (+131%) from 2014

Net Income

Up

$164,824

Up $594,465 (+138%) from 2014

Historical Trend

Balance Sheet Trend

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

$10M$5.0M$0Assets 2010: $1,231,980Liabilities 2010: $189,318Net Assets 2010: $1,042,6622010Assets 2011: $1,326,961Liabilities 2011: $85,097Net Assets 2011: $1,241,8642011Assets 2012: $1,579,752Liabilities 2012: $160,821Net Assets 2012: $1,418,9312012Assets 2013: $1,816,024Liabilities 2013: $209,059Net Assets 2013: $1,606,9652013Assets 2014: $1,304,024Liabilities 2014: $111,872Net Assets 2014: $1,192,1522014Assets 2015: $1,412,672Liabilities 2015: $84,969Net Assets 2015: $1,327,7032015Assets 2016: $1,984,163Liabilities 2016: $228,421Net Assets 2016: $1,755,7422016Assets 2017: $6,121,670Liabilities 2017: $182,564Net Assets 2017: $5,939,1062017Assets 2018: $6,256,191Liabilities 2018: $304,184Net Assets 2018: $5,952,0072018Assets 2019: $5,271,131Liabilities 2019: $205,197Net Assets 2019: $5,065,9342019Assets 2020: $4,973,057Liabilities 2020: $473,639Net Assets 2020: $4,499,4182020Assets 2021: $8,634,221Liabilities 2021: $244,746Net Assets 2021: $8,389,4752021Assets 2022: $8,198,815Liabilities 2022: $371,124Net Assets 2022: $7,827,6912022Assets 2023: $9,778,720Liabilities 2023: $2,613,905Net Assets 2023: $7,164,8152023Assets 2024: $9,630,830Liabilities 2024: $2,506,674Net Assets 2024: $7,124,1562024

Highlighted filing

2015

Assets$1,412,672
Liabilities$84,969
Net Assets$1,327,703

Operations Trend

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

$20M$15M$10M$5.0M$0-$5.0MRevenue 2010: $4,225,407Expenses 2010: $4,018,910Net Income 2010: $206,4972010Expenses 2011: $4,714,6022011Expenses 2012: $6,443,3652012Revenue 2013: $7,543,476Expenses 2013: $7,356,777Net Income 2013: $186,6992013Revenue 2014: $3,381,447Expenses 2014: $3,811,088Net Income 2014: -$429,6412014Revenue 2015: $8,960,690Expenses 2015: $8,795,866Net Income 2015: $164,8242015Revenue 2016: $9,658,915Expenses 2016: $9,216,014Net Income 2016: $442,9012016Revenue 2017: $15,254,763Expenses 2017: $11,099,946Net Income 2017: $4,154,8172017Revenue 2018: $12,383,303Expenses 2018: $12,368,531Net Income 2018: $14,7722018Revenue 2019: $11,558,055Expenses 2019: $12,460,959Net Income 2019: -$902,9042019Revenue 2020: $12,310,225Expenses 2020: $12,839,745Net Income 2020: -$529,5202020Revenue 2021: $14,566,021Expenses 2021: $10,779,184Net Income 2021: $3,786,8372021Revenue 2022: $12,252,709Expenses 2022: $12,676,121Net Income 2022: -$423,4122022Revenue 2023: $14,226,333Expenses 2023: $14,885,483Net Income 2023: -$659,1502023Revenue 2024: $12,821,550Expenses 2024: $12,858,359Net Income 2024: -$36,8092024

Highlighted filing

2015

Revenue$8,960,690
Expenses$8,795,866
Net Income$164,824
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
May 4, 2016
Return Version
2014v6.0
Gross Receipts
$8,960,690
Mission and Program Overview

Mission

Documentary storytelling expands our understanding of shared human experience, fostering an informed, compassionate, and connected world. The International Documentary Association (IDA) is dedicated to building and serving the needs of a thriving documentary culture. Through its programs, IDA provides resources, creates community, and defends rights and freedoms for documentary artists, activists, and journalists.

The International Documentary Association is dedicated to building and serving the needs of a thriving documentary culture.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$627,426$711,353▲ $83,927
Cash and Non-Interest-Bearing Accounts$442,225$536,999▲ $94,774
Accounts Receivable$133,703$59,810▼ $73,893
Land, Buildings, and Equipment, Net$37,859$28,465▼ $9,394
Prepaid Expenses and Deferred Charges$3,523$16,918▲ $13,395
Total Assets$1,304,024$1,412,672▲ $108,648
Other Assets Total$59,288$59,127▼ $161
Liabilities
Accounts Payable and Accrued Expenses$90,417$56,850▼ $33,567
Deferred Revenue$13,733$25,234▲ $11,501
Grants Payable$7,722$2,885▼ $4,837
Total Liabilities$111,872$84,969▼ $26,903
Net Assets / Fund Balance
Temporarily Rstr Net Assets$1,081,676$1,537,256▲ $455,580
Unrestricted Net Assets$110,476$-209,553▼ $320,029
Total Net Assets Fund Balance$1,192,152$1,327,703▲ $135,551
Total Liabilities and Net Assets / Fund Balance$1,304,024$1,412,672▲ $108,648

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$19,228$54,657$73,885
Equipment$9,237$13,611$22,848
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lumpkin MichaelExecutive DirectorFT$127,402$9,847$137,249

Board Members and Trustees

NameTitle
Safinia MarjanPresident
Schag Laurie AnnVice-President
Ackerman JamesDirector
Bird ElizabethDirector
Brasch GildaDirector
Costa JamesDirector
Erikson DavidDirector
Iwashina KevinDirector
Kheshgi SenainDirector
Laurie A KamanDirector
Lerner JackDirector
Lexton LaurenDirector
Libresco CarolineDirector
Nemeth StephanDirector
Velez MoisesCFO/Treasurer
Chapnick AdamMember-at-Large
Hori KarenMember-at-Large
Berosini FondaSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$8,320,849
Program Service Revenue
$614,800
Investment Income
$23,699
Other Revenue
$1,342
All Other Contributions
$8,216,149
Change in Net Assets
$164,824

Audited Revenue Reconciliation

Revenue per Audited Statements
$8,960,690
Revenue Not Reported on Form 990
$-29,273
Total Revenue per Audited Statements
$8,931,417
Total Revenue per Form 990
$8,960,690
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$6,852,930
Other Expenses$1,143,825
Salaries, Compensation, and Employee Benefits$799,111
Total Fundraising Expense$147,544
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$6,531,960--$6,531,960
Other Salaries and Wages$484,247$74,552$98,194$656,993
Grants to Domestic Individuals$265,763--$265,763
All Other Expenses$180,424$28,306$10,779$219,509
Occupancy$75,845$22,909$5,761$104,515
Travel$84,810$13,182$1,961$99,953
Insurance$68,207$18,901$8,046$95,154
Other Expenses$73,734$9,639$5,317$83,373
Current Officers, Directors, Trustees, and Key Employees$58,571$9,019$11,872$79,462
Payroll Taxes$44,008$13,214$5,434$62,656
Foreign Grants$55,207--$55,207
Fees for Services Other-$34,600-$34,600
Depreciation Depletion-$28,001-$28,001
Advertising$22,723$850$180$23,753
Fees for Services Accounting-$11,172-$11,172
Fees for Services Legal-$5,000-$5,000
Total Functional Expenses$8,378,977$269,345$147,544$8,795,866

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$8,795,866
Total Expenses per Audited Statements$8,795,866
Total Expenses per Form 990$8,795,866
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
See Statement 1Statement, 1, Aq-Fiscal Sponsorship Pare Lorentz$6,531,960

International Compliance

Foreign grant records maintained
Yes
Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal income taxes-
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
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 is presented to the Board of Directors prior to filing.

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

IDA has a conflict of interest policy which is annually signed by each director, principal officer, voting members and member of a committee with Board delegated powers. IDAs executive committee regularly and consistently monitors and enforces compliance with this policy by reviewing annual statements and taking such other action as are necessary for effective oversight.

Form 990, Part VI, Section B, Line 15A

The process of determining the salary of the Executive Director is based on a complete performance review against strategic goals set for the organization and is in line with the prevailing industry rates and his work experience.

Form 990, Part VI, Section C, Line 19

IDAs governing documents are posted on the organization website www.documentary.org and on www.guidestar.org. They are also available to the public upon request during normal business hours at the IDA office.

Filing and Contact Details

Filer

Filer Name
International Documentary Fdn Inc
EIN
95-3911227
Phone
2132321660
Address
3470 Wilshire Blvd Suite 980, Los Angeles, CA 90010
Doing Business As
International Documentary Association

Signing Officer

Name
Simon Kilmurry
Title
Executive Director
Signed
2016-05-04
Discuss with paid preparer
Yes

Organization Details

Formed
1982
Legal Domicile
CA
Voting Board Members
18
Independent Board Members
18
Employees
14
Volunteers
150

Preparer

Firm
Zuehls Legaspi & Company
Address
350 S Figueroa St Ste 437, Los Angeles, CA 90071
Preparer
Susan R Legaspi
Phone
2139724033
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4C

www. Documentary.org-IDAs website is a vital portal into the industry that provides up-to-date information and opportunities to connect with the documentary film world. During the fiscal year 2014-15 the site was viewed by 441,642 unique visitors and there were 981,033 page views.

Form 990, Part III, Line 4C

Pare Lorentz Documentary Fund provides production support for the creation of original independent documentary films that illuminate pressing issues in the United States. In fiscal year 2014-2015 IDA received a grant of 222,000 from the New York Community Trust. IDA awarded grants ranging from 15,000 to 25,000 to five 5 film projects totalling 95,000.

Form 990, Part III, Line 4D

Other Program Services - Education Advocacy Expenses 448,702 Revenue263,172 Doc U is the IDAs series of educational seminars, workshops and master classes for aspiring and experienced documentary filmmakers. Taught by industry experts, participants receive vital training and insight on various topics including crowdfunding, storytelling, using sound and music, using graphics, fair use and foundation support. During fiscal year 2014-15, two 2 Doc U events provided educational training to filmakers in Los Angeles and four 4 were held in San Francisco. A total of nine 9 Master Classes were held at the IDA offices in Los Angeles. Also in the fiscal year, entertaining and informative conversations were held with prominent documentary filmakers Nick Broomfield, Brett Morgan and Ondi Timoner.

Form 990, Part III, Line 4D

IDA co-hosted Getting Real- Documentary File Conference along with the Academy of Motion Picture Arts Sciences September 30-October 2, 2014. Attended by approximately 575 filmakers and other industry professionals, the purpose of the conference was to ignite what is desperately needed in the documentary community a frank public conversation about the state of the industry that will lead to action and change.

Form 990, Part III, Line 4D

ID Co-presented a Documentary Preservation Summit in New York March 31-April 1, 2015 along with DOC NYC. The event gathered approximately 180 filmmakers, preservation experts and others to address the risks of important documentary films being lost and strategies for ensuring their future.

Form 990, Part III, Line 4D

Advocacy - In July 2014, IDA filed comment on the Net Neutrality issue with the FCC, following up on work started in 2010 on this issue. In February 2015 IDA was happy to see the FCC pass new regulations to protect the free flow of content on the internet.

Form 990, Part III, Line 4D

In November, IDA filed petition with the Copyright Office, requesting a second renewal of the Digital Millennium Copyright Act exemption for documentary filmamakers, allowing filmmakers to make full use of their fair-use rights to copyrighted materials locked behind digital encryption. This landmark work was started by IDA in 2010 and IDA continues to advocate on behalf of documentary filmmakers every three years when the exemption expires, expanding new petitions to include new technologies that are critical to documentary filmmsking. In February 2015, additional comments were filed and IDA gave testimony on this case to the United States Copyright Office. In October 2015 the petition was successfully approved including updated uses for Documentary Filmmakers.

Form 990, Part III, Line 4D

In October 2014, IDA included education, community discussion and workshop groups about advocacy issues affecting documentary filmmakers at the Getting Real Conference.

Form 990, Part III, Line 4D

In November 2014 IDA filed an Amicus brief in the case of Garcia vs. Google, a Ninth Circuit case where the court ordered Google to remove copies of the film Innocence of Muslims from You Tube based on the claim that one of the actors in the film had a copyright interest in her performance. The potential ramifications of this case could have created a dangerously unworkable situation for documentary filmmakers, who often cant obtain express releases from every person in a shot. Together with other arguments made in the case, IDA was relieved to hear in May 2015 that the Ninth Circuit Court of Appeals rescinded their original opinion.

Form 990, Part III, Line 4D

In the first half of 2015, IDA also spent time creating a strategic plan for our Advocacy work, including the cultivation of potential supporters and donors specifically for this arena of work.

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IRS990/ProgSrvcAccomActy3Grp/Desc0Filmmaker Services IDA provides the essential information, services, tools, and grants required by documentary filmmakers to successfully engage in their art. Filmmaker services include IDA Membership - As of6/30/2015, more than 1,700 members in the United States and 37 countries around the world received valuable benefits and opportunities including discounts to IDA events and subscription to Documentary Magazine. Documentary Magazine Continued on Schedule O - this quarterly publication that offer essential information keeping readers on track with the industry. Each issue is sent to all IDA members and more than 250 other individuals and organizations in the United States and 18 countries around the world. Another approximately 1,600 copies are distributed via newsstands and bookstores and other venues in the United States and Canada including documentary festivals in Durham NC, Toronto Ontario, Washington DC and Silver Spring MD.
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IRS990ScheduleA/FactsAndCircumstancesTestTxt0Part II Section A Line 1, 7, 8,10 2014 reflects an 18-month total due to a change in accounting period from calendar year to a fiscal year ending June 30. The total is for January 1 - June 30, 2014 and July 1, 2014 - June 30, 2015.
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Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.63$2.51$7.12$12.8$12.9$0.04
2023Detailed filing. Detailed filing data is available for this year.$9.78$2.61$7.16$14.2$14.9$0.66
2022Detailed filing. Detailed filing data is available for this year.$8.20$0.37$7.83$12.3$12.7$0.42
2021Detailed filing. Detailed filing data is available for this year.$8.63$0.24$8.39$14.6$10.8$3.79
2020Detailed filing. Detailed filing data is available for this year.$4.97$0.47$4.50$12.3$12.8$0.53
2019Detailed filing. Detailed filing data is available for this year.$5.27$0.21$5.07$11.6$12.5$0.90
2018Detailed filing. Detailed filing data is available for this year.$6.26$0.30$5.95$12.4$12.4$0.01
2017Detailed filing. Detailed filing data is available for this year.$6.12$0.18$5.94$15.3$11.1$4.15
2016Detailed filing. Detailed filing data is available for this year.$1.98$0.23$1.76$9.66$9.22$0.44
2015Detailed filing. Detailed filing data is available for this year.$1.41$0.08$1.33$8.96$8.80$0.16
2014Summary only. Only limited summary data is available for this year.$1.30$0.11$1.19$3.38$3.81$0.43
2013Detailed filing. Detailed filing data is available for this year.$1.82$0.21$1.61$7.54$7.36$0.19
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.58$0.16$1.42$6.44
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.33$0.09$1.24$4.71
2010Summary only. Only limited summary data is available for this year.$1.23$0.19$1.04$4.23$4.02$0.21