Integrative Development Initiative

Nonprofit profile at a glance

EIN
474821127
IRS 990 coverage
2022–2023
Forms available
Form 990 2023, Form 990-N 2021
Location
Pomona, CA, USA
Phone
9095210129
Rating
64
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Community Improvement, Capacity Building N.E.C.

Reported finances

Revenue
$205,875
Expenses
$176,475
Assets
$117,490
Liabilities
$16,193

Source: IRS Form 990. Selected filing: tax year 2023. Amounts in USD.

Leadership & pay

3 people listed

Highest reported compensation

  • Andrew Felix (2023 CFO & Food Cycle Collective Co-coordinator): $2,581 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2023. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

IDI provides access to resources, services & education that holistically promote healthy, equitable, and sustainable development for people, communities, and our planet. IDI's most active initiatives the ECOFARM initiative, Pomona Community Farmer Alliance (PCFA) and Food Cycle Collective (FCC) center actively building and supporting ecological food systems & healthy community relationships through activities such as community scale composting, farming & food distribution, nutrition education, and community building.

What it reported doing in 2023

The Pomona Community Farmer Alliance (PCFA) offered 50 weeks of community programming through the Pomona community market which is a collaborative between community volunteers and local and regional farmers oriented towards bringing higher quality foods into low-income communities through intentionality and relationships (as opposed to conventional market mechanisms, which we have observed do not work to bring high quality food into underserved communities). We supported 10+ local and regional farmers to distribute their organic and chemical free fresh foods directly to low income and underserved community members in Pomona. As a result of our efforts we have been able to create access at our local farmers market to a greater diversity and higher quality of food, grown using regenerative & ecological methods, including pasture raised meats, chemical free mushrooms, heirloom beans & grains, organic almonds, olives/oils, fruits, and seasonal hyper-locally grown vegetables, with these items selling 30-80% of their typical retail costs. We also supported a food access booth distributing produce at no cost as well as supported weekly food security bag deliveries to vulnerable community members, such as those with disabilities and significant health challenges, elderly individuals & limited support networks. In 2023, our food access programming continued to reach over 1000 people with approximately 250 individuals receiving food each week through the PCFA's community market programming.

Operating model

Revenue model
Other-operating. 99% of the money available for current operations came from other operating revenue.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

SUPPORTED - The filed numbers largely add up and a large share of available resources goes toward mission work. Some filing-based governance responses are negative or unanswered and program spending has declined or grown slowly.

Rating breakdown

  • Financial Efficiency: 60
  • Transparency & Controls: 81
  • Accountability: 50
  • Sustainability: 48
  • Growth: 60

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 63.7%; rating input score 64
  • Program expense ratio: 74.3%; rating input score 74
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 90%; rating input score 90; 8th percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Limited
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 66.7%; rating input score 67; 18th percentile among comparable filings
  • Governance controls: 2 of 8 controls in place; rating input score 25
    • Conflict-of-interest policy: Fail
    • Whistleblower policy: Fail
    • Document-retention policy: Fail
    • CEO compensation review process: NotApplicable
    • Other executive compensation review process: Fail
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Missing
    • Independent financial-statement audit: Fail

Sustainability

  • Operating margin: 14.3%; rating input score 68; 68th percentile among comparable filings
  • Total-asset coverage ratio: 0.67; rating input score 30; 30th percentile among comparable filings
  • Liabilities to assets ratio: 0.14; rating input score 24; 24th percentile among comparable filings
  • Officer compensation ratio: 1.5%; rating input score 37; 37th percentile among comparable filings

Growth

  • Program expense growth: -6.6% per year; rating input score 0; 16th percentile among comparable filings
  • Revenue growth: 0.8% per year; rating input score 100; 31st percentile among comparable filings
  • Asset growth: 28.7% per year; rating input score 100; 90th percentile among comparable filings

Details

  • Where the money goes: 63.7% of revenue deployed · 74.3% of spending went to programs
  • Governance: 2 of 3 board members independent · 2 of 8 filing controls reported
  • Programs: 3 filed program accomplishments · $124K in reported program spending
  • Leadership: top reported pay $3K · 3 people listed
  • Consistency: 17 of 18 current checks pass · 1 finding to review
  • Schedules: 2 filed schedules
  • Filing history: 2 filing years from 2022 to 2023
  • Contacts: How to reach this organization
  • Money network: 1 filed money-flow record
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Accountability: Governance controls: 5 of 7 not reported.
  • High — Growth: Program expense growth scored 0/100.
  • Moderate — Transparency & Controls: Schedule A contributions reconciliation did not reconcile in the filed values.
  • Moderate — Sustainability: Total-asset coverage ratio scored 30/100.
  • High — Sustainability: Liabilities to assets ratio scored 24/100.
  • Moderate — Sustainability: Officer compensation ratio scored 37/100.