Form 990 for tax year 2022
Filed by IMPERIAL VALLEY COMMUNITY FOUNDATION.
What the amendment changed
Compared with the return it replaced , filed 9 November 2023. matched by us Only the Part I totals and the names listed in Part VII are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.
Both are the same on the two returns, so the amendment changed something else.
Totals
- Total revenue
- $939,561
- Total expenses
- $395,705
- Contributions and grants received
- $750,677
- Grants paid
- $205,764
- Program service revenue
- $0
- Investment income
- $131,321
- Other revenue
- $57,563
- Total assets, end of year
- $5,138,378
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $5,138,378
- Program services expenses (Part IX)
- $295,122
- Management and general expenses
- $91,383
- Fundraising expenses
- $9,200
- Program service expenses (Part III)
- $295,122
Program services were 74.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1f · All other contributions, gifts and grants
$750,677
-
3 · Investment income
total $131,321 · related or exempt $131,321
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6d · Net rental income or loss
total $0
-
7d · Net gain or loss
total $0
-
8a · Fundraising events: gross income
$93,220
-
8b · Fundraising events: direct expenses
$35,657
-
8c · Net income from fundraising events
total $57,563
-
9c · Net income from gaming
total $0
-
10c · Net income from sales of inventory
total $0
-
11e · Other revenue, total
$0
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $205,764 · program services $205,764
-
2 · Grants to domestic individuals
total $0
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $80,000 · program services $64,000 · management and general $8,000 · fundraising $8,000
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $0
-
8 · Pension plan contributions
total $0
-
9 · Other employee benefits
total $0
-
10 · Payroll taxes
total $6,274 · program services $5,020 · management and general $627 · fundraising $627
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $0
-
11c · Fees: accounting
total $1,600 · management and general $1,600
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $78,018 · management and general $78,018
-
11g · Fees: other
total $0
-
12 · Advertising and promotion
total $1,398 · program services $1,119 · management and general $140 · fundraising $139
-
13 · Office expenses
total $4,319 · program services $3,455 · management and general $432 · fundraising $432
-
14 · Information technology
total $229 · management and general $229
-
15 · Royalties
total $0
-
16 · Occupancy
total $7,406 · program services $6,665 · management and general $741
-
17 · Travel
total $952 · program services $952
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $0
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $0
-
23 · Insurance
total $3,245 · program services $2,921 · management and general $324
-
24a · Other expenses: Dues and Subscriptions
total $3,901 · program services $3,901
-
24b · Other expenses: Development Activities
total $707 · program services $707
-
24c · Other expenses: Payroll Processing Charges
total $500 · management and general $500
-
24d · Other expenses: Dividend Withholding
total $428 · management and general $428
-
24e · All other expenses
total $964 · program services $618 · management and general $344 · fundraising $2
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $515,208 · end of year $617,442
-
2 · Savings and temporary cash investments
end of year $0
-
3 · Pledges and grants receivable
end of year $0
-
4 · Accounts receivable
end of year $0
-
5 · Loans and receivables from officers and key people
end of year $0
-
6 · Loans and receivables from disqualified persons
end of year $0
-
7 · Other notes and loans receivable
end of year $0
-
8 · Inventories for sale or use
end of year $0
-
9 · Prepaid expenses and deferred charges
end of year $0
-
10a · Land, buildings and equipment: cost or other basis
$1,540
-
10b · Land, buildings and equipment: accumulated depreciation
$1,540
-
10c · Land, buildings and equipment, net
end of year $0
-
11 · Investments: publicly traded securities
beginning of year $3,847,794 · end of year $4,520,936
-
12 · Investments: other securities
end of year $0
-
13 · Investments: program-related
end of year $0
-
14 · Intangible assets
end of year $0
-
15 · Other assets
end of year $0
-
27 · Net assets without donor restrictions
beginning of year $2,301,583 · end of year $3,076,959
-
28 · Net assets with donor restrictions
beginning of year $2,061,419 · end of year $2,061,419
Mission and programs · 2022
Mission
To Champion local philanthropy to benefit the Imperial Valley community by helping donors fulfill their philanthropic goals while preserving enduring charitable assets forever.
-
Grants and charitable contributions.
Expenses $295,122 · Grants $205,764
As filed on the 2022 return.
Listed in Part VII
-
Robert M Brock
President & CEO
- Total calculated
- $80,000
- From this org
- $80,000
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
-
Paul Cameron
Director
- Total calculated
- $0
- Hours/week
- 1
-
Aaron Popejoy
Immed PastChair
- Total calculated
- $0
- Hours/week
- 1
-
Anne Irigoyen
Chairwoman
- Total calculated
- $0
- Hours/week
- 1
-
Lupita Islas
Secretary
- Total calculated
- $0
- Hours/week
- 1
-
Cliff Caldwell
Director
- Total calculated
- $0
- Hours/week
- 1
-
Chris Herring
Director
- Total calculated
- $0
- Hours/week
- 1
-
Mark Allegranza
Treasurer
- Total calculated
- $0
- Hours/week
- 1
-
Herman Garcia
Director
- Total calculated
- $0
- Hours/week
- 1
-
Margarita Magallanes
Director
- Total calculated
- $0
- Hours/week
- 1
-
Patrcia Ojeda
Director
- Total calculated
- $0
- Hours/week
- 1
-
Natalie Castillo-Erickson
Director
- Total calculated
- $0
- Hours/week
- 1
-
Cindy Elmore
Vice Chair
- Total calculated
- $0
- Hours/week
- 1
-
Cesar Rodriguez
Director
- Total calculated
- $0
- Hours/week
- 1
-
Robert Rubio
Director
- Total calculated
- $0
- Hours/week
- 1
-
Joe Servin
Director
- Total calculated
- $0
- Hours/week
- 1
-
Drew Williams
Director
- Total calculated
- $0
- Hours/week
- 1
-
Betty Trimm
Director
- Total calculated
- $0
- Hours/week
- 1
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.
Grants on this return
-
$32,365
Building Fund and General Support
-
$24,979
For General Support
-
$18,433
For General Support
-
Republic Services #467
$18,418
Clean up of community
-
Imperial Unified School Distr
$10,000
Educational (Tigerbotics)
-
For General Support
-
$5,900
Scholarship
-
San Diego State University
$5,300
Scholarships
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 9 November 2023
- IRS schema version
- 2022v5.0
- Source object
- 202543219349320689
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