Civic Intelligence

Iona Community New World Foundation

EIN 04-2639942 • 501(c)3 • Bartonsville, PA

Profile

The foundation's mission is to support the work of the iona community, an ecumenical christian community of men and women from different walks of life and different traditions in the christian church that is committed to seeking new ways of living the gospel of jesus christ in today's world.

3199 Route 611Bartonsville, PA 18321

iona.org.uk/ABOUT/OUR-COMMUNITY/NEW-WORLD

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

61st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

95th percentile

77%

Higher net margin than 95% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

93rd percentile

103%

Faster asset growth than 93% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

7th percentile

-87%

Faster revenue growth than 7% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Up

$16,734

Up $1,253 (+8.1%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$16,734

Up $1,253 (+8.1%) from 2023

Revenue

Up

$37,684

Up $6,364 (+20%) from 2023

Expenses

Down

$36,431

Down $19,567 (-35%) from 2023

Net Income

Up

$1,253

Up $25,931 (+105%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$400K$300K$200K$100K$0Assets 2011: $8,531Liabilities 2011: $0Net Assets 2011: $8,5312011Assets 2012: $8,436Liabilities 2012: $63Net Assets 2012: $8,3732012Assets 2013: $16,050Liabilities 2013: $0Net Assets 2013: $16,0502013Assets 2014: $12,268Liabilities 2014: $0Net Assets 2014: $12,2682014Assets 2015: $11,825Liabilities 2015: $0Net Assets 2015: $11,8252015Assets 2016: $17,572Liabilities 2016: $0Net Assets 2016: $17,5722016Assets 2017: $310,404Liabilities 2017: $290,000Net Assets 2017: $20,4042017Assets 2018: $67,319Liabilities 2018: $0Net Assets 2018: $67,3192018Assets 2019: $15,627Liabilities 2019: $0Net Assets 2019: $15,6272019Assets 2020: $9,634Liabilities 2020: $0Net Assets 2020: $9,6342020Assets 2021: $19,755Liabilities 2021: $0Net Assets 2021: $19,7552021Assets 2022: $40,159Liabilities 2022: $0Net Assets 2022: $40,1592022Assets 2023: $15,481Liabilities 2023: $0Net Assets 2023: $15,4812023Assets 2024: $16,734Liabilities 2024: $0Net Assets 2024: $16,7342024

Highlighted filing

2024

Assets$16,734
Liabilities$0
Net Assets$16,734

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$800K$600K$400K$200K$0-$200KExpenses 2011: $38,9222011Expenses 2012: $36,6062012Revenue 2013: $29,213Expenses 2013: $21,536Net Income 2013: $7,6772013Revenue 2014: $24,974Expenses 2014: $28,756Net Income 2014: -$3,7822014Revenue 2015: $27,465Expenses 2015: $27,908Net Income 2015: -$4432015Revenue 2016: $46,794Expenses 2016: $41,047Net Income 2016: $5,7472016Revenue 2017: $612,848Expenses 2017: $610,016Net Income 2017: $2,8322017Revenue 2018: $497,874Expenses 2018: $450,959Net Income 2018: $46,9152018Revenue 2019: $47,148Expenses 2019: $98,840Net Income 2019: -$51,6922019Revenue 2020: $45,799Expenses 2020: $51,792Net Income 2020: -$5,9932020Revenue 2021: $201,819Expenses 2021: $191,698Net Income 2021: $10,1212021Revenue 2022: $26,531Expenses 2022: $6,127Net Income 2022: $20,4042022Revenue 2023: $31,320Expenses 2023: $55,998Net Income 2023: -$24,6782023Revenue 2024: $37,684Expenses 2024: $36,431Net Income 2024: $1,2532024

Highlighted filing

2024

Revenue$37,684
Expenses$36,431
Net Income$1,253

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.17$0.00$0.17$0.38$0.36$0.01
2023Detailed filing. Detailed filing data is available for this year.$0.15$0.00$0.15$0.31$0.56$0.25
2022Detailed filing. Detailed filing data is available for this year.$0.40$0.00$0.40$0.27$0.06$0.20
2021Detailed filing. Detailed filing data is available for this year.$0.20$0.00$0.20$2.02$1.92$0.10
2020Detailed filing. Detailed filing data is available for this year.$0.10$0.00$0.10$0.46$0.52$0.06
2019Detailed filing. Detailed filing data is available for this year.$0.16$0.00$0.16$0.47$0.99$0.52
2018Detailed filing. Detailed filing data is available for this year.$0.67$0.00$0.67$4.98$4.51$0.47
2017Detailed filing. Detailed filing data is available for this year.$3.10$2.90$0.20$6.13$6.10$0.03
2016Detailed filing. Detailed filing data is available for this year.$0.18$0.00$0.18$0.47$0.41$0.06
2015Detailed filing. Detailed filing data is available for this year.$0.12$0.00$0.12$0.27$0.28$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.12$0.00$0.12$0.25$0.29$0.04
2013Detailed filing. Detailed filing data is available for this year.$0.16$0.00$0.16$0.29$0.22$0.08
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.08$0.00$0.08$0.37
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.09$0.00$0.09$0.39
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Mar 12, 2025
Return Version
2024v5.0
Gross Receipts
$37,684
Mission and Program Overview

Mission

The foundation's mission is to support the work of the iona community, an ecumenical christian community of men and women from different walks of life and different traditions in the christian church that is committed to seeking new ways of living the gospel of jesus christ in today's world.

The foundation's mission is to serve as a channel of information about the iona community in the united states and to assist materially in supporting the iona community's work and programs.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments-$16,734-
Cash and Non-Interest-Bearing Accounts$15,481$0▼ $15,481
Total Assets$15,481$16,734▲ $1,253
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$15,481$16,734▲ $1,253
Total Net Assets Fund Balance$15,481$16,734▲ $1,253
Total Liabilities and Net Assets / Fund Balance$15,481$16,734▲ $1,253
Compensation and Service Providers

Board Members and Trustees

NameTitle
John DillonChair
Katharine PrestonTrustee
Phyllis IvesTrustee
William KleinSecretary
Deana LoweTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$37,263
Program Service Revenue
$0
Investment Income
$421
Other Revenue
$0
All Other Contributions
$14,566
Change in Net Assets
$1,253
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$30,000
Other Expenses$6,431
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Foreign Grants$30,000--$30,000
Fees for Services Accounting-$3,240-$3,240
Travel-$1,474-$1,474
Fees for Services Other-$1,373-$1,373
Payments to Affiliates$306--$306
Office Expenses-$38-$38
Total Functional Expenses$30,306$6,125$0$36,431
International Activity

International Summary

Offices
0
Employees
0
Spending
$0

International Compliance

Foreign grant records maintained
No
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 8B

NO COMMITTEES.

Form 990, Part VI, Section B, Line 11B

The foundation provides a draft copy of the form 990 to its officers and trustees for review and approval before the form 990 is filed.

Form 990, Part VI, Section C, Line 18

The foundation's form 1023 and form 990's are available to the public upon request. The form 990's are also available on the internet.

Form 990, Part VI, Section C, Line 19

The foundation's governing documents and financial statements are available to the public upon request.

Form 990, Part VII Contact Addresses for Officers, Directors, Etc

John dillon - 621 golf road, crystal lake, il 60014. Deana lowe - 309 s preston st po box 74, wolfe city, tx 75496. William klein - 2624 forge road, glasgow, va 24555. Phyllis ives - 41 lockhart cove road, pemaquid, me 04558. Katharine preston - 247 christian road, essex, ny 12936.

Filing and Contact Details

Filer

Filer Name
Iona Community New World Foundation
EIN
04-2639942
Phone
5702428317
Address
3199 ROUTE 611, BARTONSVILLE, PA 18321

Signing Officer

Name
John Dillon
Title
Chair
Phone
5702428317
Signed
2025-03-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John Dillon
Formed
1978
Legal Domicile
Ma
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
0

Preparer

Firm
Riley and Company Inc
Address
PO BOX 1049, STROUDSBURG, PA 18360
Preparer
Scott a Miller CPA Cfe Cva
Phone
5704240667
Supplemental Narrative

Additional Explanations

FORM 990, PART X!!, LINE 2C

The foundation's officers and board members assume responsibilty for oversight of its financial statements and selection of an independent accountant.

Raw XML Appendix322 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.

Path#Value
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IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THE FOUNDATION'S MISSION IS TO SERVE AS A CHANNEL OF INFORMATION ABOUT THE IONA COMMUNITY IN THE UNITED STATES AND TO ASSIST MATERIALLY IN SUPPORTING THE IONA COMMUNITY'S WORK AND PROGRAMS.
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IRS990/MissionDesc0THE FOUNDATION'S MISSION IS TO SUPPORT THE WORK OF THE IONA COMMUNITY, AN ECUMENICAL CHRISTIAN COMMUNITY OF MEN AND WOMEN FROM DIFFERENT WALKS OF LIFE AND DIFFERENT TRADITIONS IN THE CHRISTIAN CHURCH THAT IS COMMITTED TO SEEKING NEW WAYS OF LIVING THE GOSPEL OF JESUS CHRIST IN TODAY'S WORLD.
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IRS990ScheduleF/GrantsToOrgOutsideUSGrp/PurposeOfGrantTxt0THE FOUNDATION'S MATERIAL SUPPORT ASSISTS WITH THE WORK AND PROGRAMS OF THE IONA COMMUNITY IN SEEKING NEW WAYS OF LIVING THE GOSPEL OF JESUS CHRIST IN TODAY'S WORLD.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NO COMMITTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FOUNDATION PROVIDES A DRAFT COPY OF THE FORM 990 TO ITS OFFICERS AND TRUSTEES FOR REVIEW AND APPROVAL BEFORE THE FORM 990 IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FOUNDATION'S FORM 1023 AND FORM 990'S ARE AVAILABLE TO THE PUBLIC UPON REQUEST. THE FORM 990'S ARE ALSO AVAILABLE ON THE INTERNET.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE FOUNDATION'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4JOHN DILLON - 621 GOLF ROAD, CRYSTAL LAKE, IL 60014. DEANA LOWE - 309 S PRESTON ST PO BOX 74, WOLFE CITY, TX 75496. WILLIAM KLEIN - 2624 FORGE ROAD, GLASGOW, VA 24555. PHYLLIS IVES - 41 LOCKHART COVE ROAD, PEMAQUID, ME 04558. KATHARINE PRESTON - 247 CHRISTIAN ROAD, ESSEX, NY 12936.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE FOUNDATION'S OFFICERS AND BOARD MEMBERS ASSUME RESPONSIBILTY FOR OVERSIGHT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VII CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART X!!, LINE 2C
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0PA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt015481
IRS990/TotalAssetsEOYAmt016734
IRS990/TotalAssetsGrp/BOYAmt015481
IRS990/TotalAssetsGrp/EOYAmt016734
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt037263
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt06125
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt030306
IRS990/TotalFunctionalExpensesGrp/TotalAmt036431
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt015481
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt016734
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt030306
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0421
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt037684
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt015481
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt016734
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt01474
IRS990/TravelGrp/TotalAmt01474
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02226 N 51ST ST
IRS990/USAddress/CityNm0MILWAUKEE
IRS990/USAddress/StateAbbreviationCd0WI
IRS990/USAddress/ZIPCd053208
IRS990/VotingMembersGoverningBodyCnt010
IRS990/VotingMembersIndependentCnt010
IRS990/WebsiteAddressTxt0IONA.ORG.UK/ABOUT/OUR-COMMUNITY/NEW-WORLD
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN DILLON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIR
ReturnHeader/BusinessOfficerGrp/PhoneNum05702428317
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-03-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0IONA COMMUNITY NEW WORLD FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0IONA
ReturnHeader/Filer/EIN0042639942
ReturnHeader/Filer/PhoneNum05702428317
ReturnHeader/Filer/USAddress/AddressLine1Txt03199 ROUTE 611
ReturnHeader/Filer/USAddress/CityNm0BARTONSVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd018321
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0251536892
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RILEY AND COMPANY INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 1049
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0STROUDSBURG
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd018360
ReturnHeader/PreparerPersonGrp/PhoneNum05704240667
ReturnHeader/PreparerPersonGrp/PreparationDt02025-03-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SCOTT A MILLER CPA CFE CVA
ReturnHeader/ReturnTs02025-03-12T13:51:03-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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