STRATEGY STUDIO / NONPROFIT PEOPLE SEARCH

IMPERIAL VALLEY COMMUNITY FOUNDATION DAF sponsor

2024 · Form 990 · revenue $661K · expenses $676K · assets $5.8M

EIN
33-0681176
Address
1000 BROADWAY, EL CENTRO, CA 92243-2310
Website
www.ivcommunityfoundation.org
NTEE code
T99
Subsection
501(c)(3)
Ruling year
2021
Donor-advised funds
Sponsor: its returns say it maintains donor-advised funds (latest tax year 2024). Figures by year
Cross-check
ProPublica Nonprofit Explorer

Mission

To Champion local philanthropy to benefit the Imperial Valley community by helping donors fulfill their philanthropic goals while preserving enduring charitable assets forever.

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

1 person paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.

NameLatest titleYearsLatest year payTotal pay from hereOrganizations
Robert M Brock President & CEO2013-2024 $80,000$703,941 1
Unpaid officers and directors · 43 people
NameLatest titleYearsOrganizations
Anne Irigoyen Immed PastChair2014-2024 4
Lupita Islas Secretary2020-2024 1
Chris Herring Exec Committee2022-2024 1
Mark Allegranza Treasurer2020-2024 1
Herman Garcia Director2022-2024 2
Patrcia Ojeda Director2022-2024 1
Valentina Estes Director2023-2024 1
Cindy Elmore Chair2016-2024 1
Cami Sturdevant Director2023-2024 1
Patti Wilson Director2023-2024 1
Jaymee Chan Director2023-2024 1
Joe Servin Vice Chair2020-2024 1
Robert Bobby Benavidez Director2024 1
Clifford Caldwell Exec Committee2016-2024 1
Paul Cameron (former) Past Chair2013-2023 2
Bobby Benavidez (former) Director2023 1
Cliff Caldwell (former) Director2013-2023 1
Margarita Magallanes (former) Director2022-2023 1
Robert Rubio (former) Director2013-2023 1
Drew Williams (former) Director2020-2023 2
Aaron Popejoy (former) Immed PastChair2013-2022 1
Natalie Castillo-Erickson (former) Director2020-2022 1
Cesar Rodriguez (former) Director2020-2022 1
Betty Trimm (former) Director2020-2022 1
Patricia Ojeda (former) Director2020-2021 1
Julie Hamilton (former) Director2020 2
Cherisse Alford (former) Director2016-2020 1
Dr Richard Gutierrez (former) Director2013-2020 3
Fidel Gonzalez (former) Treasurer2014-2016 4
Jaime Honold (former) Imm Past Chairm2013-2016 4
Timothy E Kelley (former) Director2013-2016 3
John Kennerson (former) Secretary2013-2016 1
Dr Theodore Affue (former) Director2013-2016 1
Gustavo Beltran (former) Director2013-2016 1
Eleanor Kussman (former) Director2013-2016 1
Richard Preciado (former) Director2014-2016 1
Rudy Seanez (former) Director2013-2016 1
Greg Smith (former) Director2013-2015 2
Leigh Humphrey (former) Secretary2013-2015 1
Jack Tyler (former) Director2013-2015 1
Gary Wyatt (former) Director2013-2015 1
Todd Finnell (former) Director2013 1
Jack Vessey (former) Director2013 1

People by year

2024 · 15 people listed · 1 paid, $80K · 1 employee · 40 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Robert M Brock President & CEO40 $80,000$0$0 $80,0001
Robert Bobby Benavidez Director1 $0$0$0 $01
Anne Irigoyen Immed PastChair1 $0$0$0 $04
Lupita Islas Secretary1 $0$0$0 $01
Clifford Caldwell Exec Committee1 $0$0$0 $01
Chris Herring Exec Committee1 $0$0$0 $01
Mark Allegranza Treasurer1 $0$0$0 $01
Herman Garcia Director1 $0$0$0 $02
Patrcia Ojeda Director1 $0$0$0 $01
Valentina Estes Director1 $0$0$0 $01
Cindy Elmore Chair1 $0$0$0 $01
Cami Sturdevant Director1 $0$0$0 $01
Patti Wilson Director1 $0$0$0 $01
Jaymee Chan Director1 $0$0$0 $01
Joe Servin Vice Chair1 $0$0$0 $01
2023 · 19 people listed · 1 paid, $80K · 1 employee · 40 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Robert M Brock President & CEO40 $80,000$0$0 $80,0001
Paul Cameron Past Chair1 $0$0$0 $02
Bobby Benavidez Director1 $0$0$0 $01
Anne Irigoyen Immed PastChair1 $0$0$0 $04
Lupita Islas Secretary1 $0$0$0 $01
Cliff Caldwell Director1 $0$0$0 $01
Chris Herring Director1 $0$0$0 $01
Mark Allegranza Treasurer1 $0$0$0 $01
Herman Garcia Director1 $0$0$0 $02
Margarita Magallanes Director1 $0$0$0 $01
Patrcia Ojeda Director1 $0$0$0 $01
Valentina Estes Director1 $0$0$0 $01
Cindy Elmore Chair1 $0$0$0 $01
Cami Sturdevant Director1 $0$0$0 $01
Patti Wilson Director1 $0$0$0 $01
Jaymee Chan Director1 $0$0$0 $01
Robert Rubio Director1 $0$0$0 $01
Joe Servin Vice Chair1 $0$0$0 $01
Drew Williams Director1 $0$0$0 $02
2022 · 18 people listed · 1 paid, $80K · 1 employee · 40 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Robert M Brock President & CEO40 $80,000$0$0 $80,0001
Paul Cameron Director1 $0$0$0 $02
Aaron Popejoy Immed PastChair1 $0$0$0 $01
Anne Irigoyen Chairwoman1 $0$0$0 $04
Lupita Islas Secretary1 $0$0$0 $01
Cliff Caldwell Director1 $0$0$0 $01
Chris Herring Director1 $0$0$0 $01
Mark Allegranza Treasurer1 $0$0$0 $01
Herman Garcia Director1 $0$0$0 $02
Margarita Magallanes Director1 $0$0$0 $01
Patrcia Ojeda Director1 $0$0$0 $01
Natalie Castillo-Erickson Director1 $0$0$0 $01
Cindy Elmore Vice Chair1 $0$0$0 $01
Cesar Rodriguez Director1 $0$0$0 $01
Robert Rubio Director1 $0$0$0 $01
Joe Servin Director1 $0$0$0 $01
Drew Williams Director1 $0$0$0 $02
Betty Trimm Director1 $0$0$0 $01
2021 · 15 people listed · 1 paid, $86K · 1 employee · 40 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Robert M Brock President & CEO40 $86,274$0$0 $86,2741
Paul Cameron Past Chairman0 $0$0$0 $02
Aaron Popejoy Immed PastChair0 $0$0$0 $01
Anne Irigoyen Chairwoman1 $0$0$0 $04
Lupita Islas Secretary1 $0$0$0 $01
Cliff Caldwell Director0 $0$0$0 $01
Mark Allegranza Treasurer1 $0$0$0 $01
Natalie Castillo-Erickson Director0 $0$0$0 $01
Cindy Elmore Vice Chair1 $0$0$0 $01
Patricia Ojeda Director0 $0$0$0 $01
Robert Rubio Director1 $0$0$0 $01
Joe Servin Director0 $0$0$0 $01
Cesar Rodriguez Director0 $0$0$0 $01
Drew Williams Director0 $0$0$0 $02
Betty Trimm Director0 $0$0$0 $01
2020 · 18 people listed · 1 paid, $87K · 1 employee · 40 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Robert M Brock President & CEO40 $86,667$0$0 $86,6671
Paul Cameron Past Chairman1 $0$0$0 $02
Aaron Popejoy Chairman1 $0$0$0 $01
Anne Irigoyen Vice Chairwoman1 $0$0$0 $04
Lupita Islas Secretary0 $0$0$0 $01
Cliff Caldwell Director0 $0$0$0 $01
Julie Hamilton Director0 $0$0$0 $02
Mark Allegranza Treasurer0 $0$0$0 $01
Cherisse Alford Director1 $0$0$0 $01
Natalie Castillo-Erickson Director0 $0$0$0 $01
Cindy Elmore Director1 $0$0$0 $01
Dr Richard Gutierrez Director1 $0$0$0 $03
Robert Rubio Director1 $0$0$0 $01
Joe Servin Director0 $0$0$0 $01
Cesar Rodriguez Director0 $0$0$0 $01
Drew Williams Director0 $0$0$0 $02
Patricia Ojeda Director0 $0$0$0 $01
Betty Trimm Director0 $0$0$0 $01
2016 · 18 people listed · 1 paid, $75K · 1 employee · 40 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Robert M Brock President & CEO40 $75,000$0$0 $75,0001
Paul Cameron Chairman1 $0$0$0 $02
Aaron Popejoy VICE CHAIRMAN1 $0$0$0 $01
Anne Irigoyen VC-ELECT1 $0$0$0 $04
John Kennerson Secretary1 $0$0$0 $01
Fidel Gonzalez Treasurer1 $0$0$0 $04
Jaime Honold Imm Past Chairm1 $0$0$0 $04
Timothy Kelley Director1 $0$0$0 $03
Dr Theodore Affue Director1 $0$0$0 $01
Cherisse Alford Director1 $0$0$0 $01
Gustavo Beltran Director1 $0$0$0 $01
Clifford Caldwell Director1 $0$0$0 $01
Cindy Elmore Director1 $0$0$0 $01
Dr Richard Gutierrez Director1 $0$0$0 $03
Eleanor Kussman Director1 $0$0$0 $01
Richard Preciado Director1 $0$0$0 $01
Robert Rubio Director1 $0$0$0 $01
Rudy Seanez Director1 $0$0$0 $01
2015 · 20 people listed · 1 paid, $72K · 2 employees · 40 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Robert M Brock President & CEO40 $72,000$0$0 $72,0001
Greg Smith Director1 $0$0$0 $02
Timothy E Kelley Past Chairman10 $0$0$0 $03
Eleanor Kussman Director1 $0$0$0 $01
Jaime Honold Chairman10 $0$0$0 $04
Gustavo Beltran Director1 $0$0$0 $01
Aaron Popejoy Vice Chair Elec10 $0$0$0 $01
Leigh Humphrey Secretary10 $0$0$0 $01
Paul Cameron Vice Chair10 $0$0$0 $02
John Kennerson Director1 $0$0$0 $01
Jack Tyler Director1 $0$0$0 $01
Rudy Seanez Director1 $0$0$0 $01
Cliff Caldwell Director1 $0$0$0 $01
Fidel Gonzalez Treasurer1 $0$0$0 $04
Robert Rubio Director1 $0$0$0 $01
Theodore Affue Director1 $0$0$0 $01
Anne Irigoyen Director1 $0$0$0 $04
Gary Wyatt Director1 $0$0$0 $01
Richard Gutierrez Director1 $0$0$0 $03
Richard Preciado Director1 $0$0$0 $01
2014 · 20 people listed · 1 paid, $72K · 2 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Robert M Brock President & CEO40 $72,000$0$0 $72,0001
Greg Smith Past Chairman10 $0$0$0 $02
Timothy E Kelley Past Chairman10 $0$0$0 $03
Eleanor Kussman Director1 $0$0$0 $01
Jaime Honold Chairman10 $0$0$0 $04
Gustavo Beltran Director1 $0$0$0 $01
Aaron Popejoy Vice Chair Elec10 $0$0$0 $01
Leigh Humphrey Secretary10 $0$0$0 $01
Paul Cameron Vice Chair10 $0$0$0 $02
John Kennerson Director1 $0$0$0 $01
Jack Tyler Director1 $0$0$0 $01
Rudy Seanez Director1 $0$0$0 $01
Cliff Caldwell Director1 $0$0$0 $01
Fidel Gonzalez Treasurer1 $0$0$0 $04
Robert Rubio Director1 $0$0$0 $01
Theodore Affue Director1 $0$0$0 $01
Anne Irigoyen Director1 $0$0$0 $04
Gary Wyatt Director1 $0$0$0 $01
Richard Gutierrez Director1 $0$0$0 $03
Richard Preciado Director1 $0$0$0 $01
2013 · 19 people listed · 1 paid, $72K · 2 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Robert M Brock President & CEO40 $72,000$0$0 $72,0001
Richard Gutierrez Director1 $0$0$0 $03
Greg Smith Past Chairman10 $0$0$0 $02
Timothy E Kelley Chairman10 $0$0$0 $03
Eleanor Kussman Director1 $0$0$0 $01
Jaime Honold Chair-Elect10 $0$0$0 $04
Gustavo Beltran Director1 $0$0$0 $01
Aaron Popejoy Treasurer10 $0$0$0 $01
Leigh Humphrey Secretary10 $0$0$0 $01
Paul Cameron Vice Chair-Elec10 $0$0$0 $02
John Kennerson Director1 $0$0$0 $01
Jack Tyler Director1 $0$0$0 $01
Rudy Seanez Director1 $0$0$0 $01
Cliff Caldwell Director1 $0$0$0 $01
Todd Finnell Director1 $0$0$0 $01
Robert Rubio Director1 $0$0$0 $01
Theodore Affue Director1 $0$0$0 $01
Jack Vessey Director1 $0$0$0 $01
Gary Wyatt Director1 $0$0$0 $01

Highest-paid independent contractors

No independent contractors reported.

Who the money went to

Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.

2024 · 16 grants to organizations · $360K

Listed grants add up to $359,837; the return's “grants paid” expense line says $454,661. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2023 · 10 grants to organizations · $181K

Listed grants add up to $180,806; the return's “grants paid” expense line says $249,737. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2022 · 8 grants to organizations · $123K

Listed grants add up to $122,995; the return's “grants paid” expense line says $205,764. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2021 · 5 grants to organizations · $57K

Listed grants add up to $56,682; the return's “grants paid” expense line says $184,230. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2020 · 5 grants to organizations · $75K

Listed grants add up to $75,338; the return's “grants paid” expense line says $172,383. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2014 · 4 grants to organizations · $56K

Listed grants add up to $55,881; the return's “grants paid” expense line says $70,881. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2013 · 9 grants to organizations · $116K

Listed grants add up to $115,808; the return's “grants paid” expense line says $142,789. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.

Who gave

Contributor names are not public for this form type.

Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.

Grants received from DAF sponsors and foundations

21 grants to this organization reported by other filers, $571,186 in all. Schedule I grants are matched by the EIN the grantor reported; 990-PF grants list no EIN, so those are matched by exact name and state. Grantor type: private foundation (990-PF), DAF sponsor (answered yes to maintaining donor-advised funds that year), or other public charity. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

YearGrantorGrantor typeAmountPurposeMatched byFiling
2023THE SAN DIEGO FOUNDATIONDAF sponsor $30,727FOR GENERAL SUPPORTein view
2023AMAZONSMILE FOUNDATIONPrivate foundation $19GENERAL SUPPORTname and state view
2022BERKSHIRE HATHAWAY ENERGY FOUNDATIONPrivate foundation $75,000General Supportname and state view
2022BERKSHIRE HATHAWAY ENERGY FOUNDATIONPrivate foundation $25,000General Supportname and state view
2022AMAZONSMILE FOUNDATIONPrivate foundation $52GENERAL SUPPORTname and state view
2021THE SAN DIEGO FOUNDATIONDAF sponsor $15,179FOR GENERAL SUPPORTein view
2021AMAZONSMILE FOUNDATIONPrivate foundation $70GENERAL SUPPORTname and state view
2020AMAZONSMILE FOUNDATIONPrivate foundation $14GENERAL SUPPORTname and state view
2019THE SAN DIEGO FOUNDATIONDAF sponsor $24,249FOR GENERAL SUPPORTein view
2018ALLIANCE HEALTHCARE FOUNDATIONPrivate foundation $25,0002019 MISSION SUPPORT GRANTname and state view
2018THE SAN DIEGO FOUNDATIONDAF sponsor $23,576FOR GENERAL OPERATING SUPPORTein view
2017THE SAN DIEGO FOUNDATIONDAF sponsor $26,014PHILANTHROPY, VOLUNTARISM & GRANTMAKING FOUNDATIONSein view
2016THE SAN DIEGO FOUNDATIONDAF sponsor $7,948Philanthropy, Voluntarism & Grantmaking Foundationsein view
2014THE SAN DIEGO FOUNDATIONDAF sponsor $50,239GENERAL SUPPORTein view
2013JAMES IRVINE FOUNDATIONPrivate foundation $50,000For core supportname and state view
2013JAMES IRVINE FOUNDATIONPrivate foundation $19,442For capacity buildingname and state view
2012JAMES IRVINE FOUNDATIONPrivate foundation $55,558To mobilize philanthropic assetsname and state view
2012THE SAN DIEGO FOUNDATIONDAF sponsor $11,920CIVIL SOCIETYein view
2011JAMES IRVINE FOUNDATIONPrivate foundation $75,000To mobilize philanthropic assets.name and state view
2011THE SAN DIEGO FOUNDATIONDAF sponsor $16,179CIVIL SOCIETYein view
2010JAMES IRVINE FOUNDATIONPrivate foundation $40,000For core operating supportname and state view

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2024 · Form 990 period ending 2025-06-30 · view filing · original 990 ↗
$660,735$676,014 $5,781,950$5,781,024 $393,341$0 $80,000140
2023 · Form 990 period ending 2024-06-30 · amended · view filing · original 990 ↗
$635,492$466,898 $5,515,844$5,514,906 $398,941$0 $80,000140
2023 · Form 990 period ending 2024-06-30 · superseded · view filing · original 990 ↗
$635,492$466,898 $5,515,844$5,514,906 $398,941$0 $80,000140
2022 · Form 990 period ending 2023-06-30 · amended · view filing · original 990 ↗
$939,561$395,705 $5,138,378$5,138,378 $750,677$0 $80,000140
2022 · Form 990 period ending 2023-06-30 · superseded · view filing · original 990 ↗
$939,561$395,705 $5,138,378$5,138,378 $750,677$0 $80,000140
2021 · Form 990 period ending 2022-06-30 · view filing · original 990 ↗
$834,202$369,018 $4,363,002$4,363,002 $755,701$0 $86,274140
2020 · Form 990 period ending 2021-06-30 · view filing · original 990 ↗
$640,210$370,738 $4,333,036$4,333,036 $328,481$0 $93,451140
2016 · Form 990 period ending 2017-06-30 · view filing · original 990 ↗
$272,177$289,392 $2,845,762$2,845,762 $253,448$0 $82,125140
2015 · Form 990 period ending 2016-06-30 · view filing · original 990 ↗
$350,730$384,457 $2,862,977$2,862,977 $324,239$0 $77,809240
2014 · Form 990 period ending 2015-06-30 · view filing · original 990 ↗
$334,738$335,198 $2,896,811$2,896,704 $315,443$0 $72,0002-
2013 · Form 990 period ending 2014-06-30 · view filing · original 990 ↗
$2,264,560$315,195 $2,897,281$2,897,164 $2,179,873$0 $72,0002-

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2024 · Form 990 · $676,014 spent · pay $86,232 · grants $454,661 · events $37,498
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $454,661$454,661-- 67.3%
Fees: investment management $91,200-$91,200- 13.5%
Pay: officers, directors, trustees, key employees $80,000$64,000$8,000$8,000 11.8%
Other (as described)OWCF Cleanup $9,495$9,495-- 1.4%
Office expenses $9,262$7,410$926$926 1.4%
Occupancy $8,335$7,502$833- 1.2%
Payroll taxes $6,232$4,986$623$623 0.9%
Other (as described)Dues and Subscriptions $4,969$4,969-- 0.7%
Insurance $4,308$3,877$431- 0.6%
Fees: accounting $2,000-$2,000- 0.3%
Advertising and promotion $1,718$1,374$172$172 0.3%
Other (as described)IV Nonprofit Board Leadership $1,624$1,624-- 0.2%
All other expenses $997$571$426- 0.1%
Other (as described)Mileage Reimbursement $746$746-- 0.1%
Travel $434$434-- 0.1%
Information technology $33-$33- 0.0%
Fundraising events Eventdirect expenses; gross income $105,870$37,498reported apart
Total$676,014100%

View the filing

2023 · Form 990 · $466,898 spent · pay $86,316 · grants $249,737 · events $35,614
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $249,737$249,737-- 53.5%
Fees: investment management $85,222-$85,222- 18.3%
Pay: officers, directors, trustees, key employees $80,000$64,000$8,000$8,000 17.1%
Office expenses $11,460$9,168$1,146$1,146 2.5%
Other (as described)OWCF Cleanup $11,098$11,098-- 2.4%
Occupancy $7,526$6,773$753- 1.6%
Payroll taxes $6,316$5,053$632$631 1.4%
Other (as described)Dues and Subscriptions $4,827$4,827-- 1.0%
Insurance $3,783$3,405$378- 0.8%
Advertising and promotion $1,677$1,342$168$167 0.4%
Fees: accounting $1,600-$1,600- 0.3%
Other (as described)Mileage Reimbursement $1,487$1,487-- 0.3%
All other expenses $1,109$382$727- 0.2%
Other (as described)Dividend Withholding $581-$581- 0.1%
Information technology $445-$445- 0.1%
Travel $30$30-- 0.0%
Fundraising events Eventdirect expenses; gross income $105,538$35,614reported apart
Total$466,898100%

View the filing

2022 · Form 990 · $395,705 spent · pay $86,274 · grants $205,764 · events $35,657
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $205,764$205,764-- 52.0%
Pay: officers, directors, trustees, key employees $80,000$64,000$8,000$8,000 20.2%
Fees: investment management $78,018-$78,018- 19.7%
Occupancy $7,406$6,665$741- 1.9%
Payroll taxes $6,274$5,020$627$627 1.6%
Office expenses $4,319$3,455$432$432 1.1%
Other (as described)Dues and Subscriptions $3,901$3,901-- 1.0%
Insurance $3,245$2,921$324- 0.8%
Fees: accounting $1,600-$1,600- 0.4%
Advertising and promotion $1,398$1,119$140$139 0.4%
All other expenses $964$618$344$2 0.2%
Travel $952$952-- 0.2%
Other (as described)Development Activities $707$707-- 0.2%
Other (as described)Payroll Processing Charges $500-$500- 0.1%
Other (as described)Dividend Withholding $428-$428- 0.1%
Information technology $229-$229- 0.1%
Fundraising events Eventdirect expenses; gross income $93,220$35,657reported apart
Total$395,705100%

View the filing

2021 · Form 990 · $369,018 spent · pay $86,274 · grants $184,230 · events $26,877
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $184,230$184,230-- 49.9%
Pay: officers, directors, trustees, key employees $86,274$69,019$8,627$8,628 23.4%
Fees: investment management $75,999-$75,999- 20.6%
Occupancy $6,193$5,574$619- 1.7%
Office expenses $6,086$4,869$609$608 1.6%
Other (as described)Dues and Subscriptions $3,059$3,059-- 0.8%
Insurance $2,654$2,389$265- 0.7%
Fees: accounting $1,500-$1,500- 0.4%
Advertising and promotion $1,398$1,119$140$139 0.4%
Other (as described)Dividend Withholding $873-$873- 0.2%
Other (as described)Mileage Reimbursement $844$844-- 0.2%
Other (as described)Payroll Processing Charges $500-$500- 0.1%
Information technology $187-$187- 0.1%
All other expenses -$779$41-$823$3 -0.2%
Fundraising events Eventdirect expenses; gross income $95,255$26,877reported apart
Total$369,018100%

View the filing

2020 · Form 990 · $370,738 spent · pay $93,451 · grants $172,383 · events $14,465
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $172,383$172,383-- 46.5%
Pay: officers, directors, trustees, key employees $93,451$74,761$9,345$9,345 25.2%
Fees: investment management $70,504-$70,504- 19.0%
Fees: accounting $9,000-$9,000- 2.4%
Office expenses $7,754$6,203$775$776 2.1%
Insurance $6,130$5,517$613- 1.7%
Occupancy $4,175$3,758$417- 1.1%
Other (as described)Dues and Subscriptions $2,441$2,441-- 0.7%
Advertising and promotion $1,332$1,067$133$132 0.4%
Other (as described)Mileage Reimbursement $1,106$1,106-- 0.3%
Other (as described)Business Registration Fees $855-$855- 0.2%
Other (as described)Dividend Withholding $741-$741- 0.2%
All other expenses $712-$712- 0.2%
Information technology $154-$154- 0.0%
Fundraising events Eventdirect expenses; gross income $78,855$14,465reported apart
Total$370,738100%

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2016 · Form 990 · $289,392 spent · pay $82,125 · grants $171,839 · events $113,452
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $171,839$171,839-- 59.4%
Pay: officers, directors, trustees, key employees $82,125$65,700$8,213$8,212 28.4%
Fees: accounting $7,000-$7,000- 2.4%
Office expenses $6,631$5,305$663$663 2.3%
Other (as described)Development Activities $4,611$4,611-- 1.6%
Occupancy $4,186$3,767$419- 1.4%
Other (as described)Dues and Subscriptions $3,453$3,453-- 1.2%
Other (as described)Return of Unused Grants $3,430$3,430-- 1.2%
Insurance $2,358$2,358-- 0.8%
Advertising and promotion $1,476$1,181$148$147 0.5%
Other (as described)Mileage Reimbursement $1,215-$1,215- 0.4%
Travel $440$440-- 0.2%
Depreciation and depletion $295-$295- 0.1%
All other expenses $271-$1$272- 0.1%
Information technology $62-$62- 0.0%
Fundraising events Eventdirect expenses; gross income $132,084$113,452reported apart
Total$289,392100%

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2015 · Form 990 · $384,457 spent · pay $78,540 · grants $249,508 · events $26,703
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $249,508$249,508-- 64.9%
Pay: officers, directors, trustees, key employees $77,809$62,247$7,781$7,781 20.2%
Other (as described) EventSpecial & Strategic Events $26,703--$26,703 6.9%
Fees: accounting $7,000-$7,000- 1.8%
Occupancy $4,085$3,676$409- 1.1%
All other expenses $3,543$2,762$694$87 0.9%
Advertising and promotion $3,196$2,557$320$319 0.8%
Insurance $3,129$1,408$1,721- 0.8%
Other (as described)OTHER EXPENSES $2,993$2,694$269$30 0.8%
Other (as described)Printing and Publications $2,567$2,054$513- 0.7%
Other (as described)Dues and Subscriptions $2,314$1,736$578- 0.6%
Depreciation and depletion $492$246$246- 0.1%
Other salaries and wages $388$311$39$38 0.1%
Travel $387$348$39- 0.1%
Other employee benefits $343$275$34$34 0.1%
Fundraising events Eventdirect expenses; gross income $26,398-reported apart
Total$384,457100%

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2014 · Form 990 · $335,198 spent · pay $95,588 · grants $70,881 · events $15,806
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)Grants $93,364$93,364-- 27.9%
Pay: officers, directors, trustees, key employees $72,000$57,600$7,200$7,200 21.5%
Grants to US organizations and governments $70,881$70,881-- 21.1%
All other expenses $20,115$16,121$3,015$979 6.0%
Other salaries and wages $16,236$12,989$1,624$1,623 4.8%
Other (as described) EventSpecial & Strategic Events $15,806-$1,580$14,226 4.7%
Occupancy $11,595$11,595-- 3.5%
Fees: accounting $7,500-$7,500- 2.2%
Payroll taxes $7,352$5,882$735$735 2.2%
Other (as described)TSDF Investment Fee $6,109$6,109-- 1.8%
Other (as described)IVCF Foundation Support Fee $5,000$5,000-- 1.5%
Insurance $3,964$1,785$1,964$215 1.2%
Advertising and promotion $3,273$2,618$328$327 1.0%
Travel $1,592$1,433$159- 0.5%
Depreciation and depletion $308$154$154- 0.1%
Information technology $103$77$10$16 0.0%
Fundraising events Eventdirect expenses; gross income $15,967-reported apart
Total$335,198100%

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2013 · Form 990 · $315,195 spent · pay $96,940 · grants $142,789 · events $17,722
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $142,789$142,789-- 45.3%
Pay: officers, directors, trustees, key employees $72,000$57,600$7,200$7,200 22.8%
Other (as described) EventSpecial & Strategic Events $17,722-$1,772$15,950 5.6%
Other salaries and wages $17,640$14,112$1,764$1,764 5.6%
All other expenses $14,614$11,319$2,591$704 4.6%
Occupancy $11,161$11,161-- 3.5%
Other (as described)IVCF Foundation Support Fee $7,380$7,380-- 2.3%
Payroll taxes $7,300$5,839$731$730 2.3%
Other (as described)TSDF Investment Fee $5,291$5,291-- 1.7%
Insurance $5,252$2,249$2,794$209 1.7%
Other (as described)NPD $4,905$4,905-- 1.6%
Fees: accounting $3,750-$3,750- 1.2%
Advertising and promotion $3,206$2,565$320$321 1.0%
Travel $2,144$1,930$214- 0.7%
Fees: management $41$33$4$4 0.0%
Total$315,195100%

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Donor-advised funds

Donors to individual donor-advised funds are not public. These filings show what the sponsor reports, not who gave.

As reported on Schedule D Part I (and the Form 990 Part IV question “did the organization maintain donor advised funds”). Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

Maintains DAFsDAFs heldContributionsGrantsValue at year endOther funds heldOther contributionsOther grantsOther value at year end
2024 · Form 990 view filing
Yes 2--$141,922 47$296,820$454,661$5,569,326
2023 · Form 990 view filing
Yes 2--$236,123 47$336,729$249,737$5,152,559
2022 · Form 990 view filing
Yes 2-$4,000$217,926 40$685,831$201,764$4,856,811
2021 · Form 990 view filing
Yes 2--$209,392 37$656,061$184,230$4,085,139
2020 · Form 990 view filing
Yes 2--$239,158 35$234,297$172,383$4,069,963
2014 · Form 990 view filing
Yes 3$13,669-$183,940 ----
2013 · Form 990 view filing
Yes 3$12,201-$188,579 ----