Civic Intelligence

Matrona Foundation

990 • Fiscal year 2020 • EIN 05-0601551

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 15, 2021

33 Nancy StAsheville, NC 28806

(828) 242-2488

Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

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

2020 filings • NTEE B • <$500k nonprofits • Source year 2020

Liabilities / Revenue

63rd percentile

0.00x

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

2020 filings • NTEE B • <$500k nonprofits • Source year 2020

Net Margin

93rd percentile

50%

Higher net margin than 93% of similar nonprofits.

2020 filings • NTEE B60 • <$500k nonprofits • Source year 2020

Top Officer Pay

83rd percentile

$15,861

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 6.0% of source-year revenue.

2020 filings • NTEE B60 • <$500k nonprofits • Source year 2020

Asset Growth

100th percentile

1666%

Faster asset growth than 100% of similar nonprofits.

2020 filings • NTEE B60 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

96th percentile

218%

Faster revenue growth than 96% of similar nonprofits.

2020 filings • NTEE B • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Up

$141,513

Up $133,499 (+1666%) from 2019

Net Assets

$141,513

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2019

Revenue

Up

$266,556

Up $182,724 (+218%) from 2019

Expenses

Up

$133,057

Up $43,315 (+48%) from 2019

Net Income

Up

$133,499

Up $139,409 (+2359%) from 2019

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2016: $12,911Liabilities 2016: $5,1402016Assets 2017: $7,733Liabilities 2017: $1812017Assets 2018: $13,924Liabilities 2018: $02018Assets 2019: $8,014Liabilities 2019: $02019Assets 2020: $141,513Liabilities 2020: $0Net Assets 2020: $141,5132020Assets 2021: $302,513Liabilities 2021: $0Net Assets 2021: $302,5132021Assets 2022: $402,754Liabilities 2022: $0Net Assets 2022: $402,7542022Assets 2023: $235,136Liabilities 2023: $0Net Assets 2023: $235,1362023Assets 2024: $225,728Liabilities 2024: $0Net Assets 2024: $225,7282024

Highlighted filing

2020

Assets$141,513
Liabilities$0
Net Assets$141,513

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2016: $87,819Expenses 2016: $80,541Net Income 2016: $7,2782016Revenue 2017: $68,772Expenses 2017: $68,991Net Income 2017: -$2192017Revenue 2018: $76,451Expenses 2018: $70,079Net Income 2018: $6,3722018Revenue 2019: $83,832Expenses 2019: $89,742Net Income 2019: -$5,9102019Revenue 2020: $266,556Expenses 2020: $133,057Net Income 2020: $133,4992020Revenue 2021: $428,335Expenses 2021: $267,335Net Income 2021: $161,0002021Revenue 2022: $443,291Expenses 2022: $343,050Net Income 2022: $100,2412022Revenue 2023: $38,470Expenses 2023: $206,088Net Income 2023: -$167,6182023Revenue 2024: $3,300Expenses 2024: $12,708Net Income 2024: -$9,4082024

Highlighted filing

2020

Revenue$266,556
Expenses$133,057
Net Income$133,499
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 15, 2021
Return Version
2020v4.0
Gross Receipts
$266,556
Mission and Program Overview

Mission

The Matrona Foundation is an educational non-profit open to all people. We believe all birthing families deserve a safe, successful and transformative birth experience. We provide authentic and physiologic information to train and mentor doulas, birth consultants and advocates to support mothers and families in the childbirth continuum.

We are improving birthing outcomes through education.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$8,014$141,513▲ $133,499
Rtn Earn Endowment Incm Other Fnds$8,014$141,513▲ $133,499
Savings and Temporary Cash Investments$0$0→ $0
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Land, Buildings, and Equipment, Net$0--
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$8,014$141,513▲ $133,499
Other Assets Total$0$0→ $0
Liabilities
Deferred Revenue-$0-
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$8,014$141,513▲ $133,499
Total Liabilities and Net Assets / Fund Balance$8,014$141,513▲ $133,499
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Diane BartlettHeadmistress, DirectorFT$15,861$15,861

Board Members and Trustees

NameTitle
Kim LandonBoard Member
Lisa FarrellBoard member
Muneera FountaineBoard member
Tolewa OyewolaBoard member
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$266,556
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$133,499
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$102,928
Salaries, Compensation, and Employee Benefits$15,861
Grants and Similar Amounts Paid$14,268
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$32,722$0$0$32,722
Fees for Services Management$23,000$8,804$0$31,804
Occupancy-$15,967-$15,967
Current Officers, Directors, Trustees, and Key Employees$15,861$0$0$15,861
Foreign Grants$7,169--$7,169
Grants to Domestic Individuals$7,099--$7,099
Travel$6,520$0$0$6,520
Information Technology$3,583$521$0$4,104
Fees for Services Accounting$0$3,500$0$3,500
Advertising$1,203$0$0$1,203
Office Expenses$531$230$0$761
Other Expenses$0$490$0$490
All Other Expenses$0$178-$178
Total Functional Expenses$103,027$30,030$0$133,057
International Activity

International Summary

Offices
0
Employees
0
Spending
$7,169

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

International Activities

RegionActivityServicesOfficesEmployeesSpending
North America (including Canada and Mexico, but not the United States)Program ServicesOpen Hearts Fund, birth center and clinic in Mexico00$7,169
North America (including Canada and Mexico, but not the United States)Program ServicesHolistic Doula Canada00$0
Europe (including Iceland and Greenland)Program ServicesHolistic Doula Program, translated and taught in France00$0
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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 8A

No board meetings were held in 2020. This was due to COVID restrictions and our inability to achieve quorum using on-line technology. Because our revenue quadrupled in 2020 due to the popularity of our on-line Birthkeepers Cohort program, we saw the need for a governing body capable of steering the organizing through this time of unprecedented growth. To achieve that, the 2020 board of directors elected by email a new slate of directors and board meetings are now held on ZOOM. The new board plans to revise bylaws and develop specific oversight documents (COI, etc.) in 2022.

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

There are no committees

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

The 2021 board was emailed a copy of this return. It was discussed at the November 12, 2021 board meeting.

Form 990, Part VI, Section C, Line 19

All documents are available by request to the headmistress or administrator by email. This can be found under "contact" on our website. The 990 filing for each year is available at the IRS website and our incorporation documents are available at the website of the NC Secretary of State.

Filing and Contact Details

Filer

Filer Name
Matrona Foundation
EIN
05-0601551
Phone
8282422488
Address
33 Nancy St, Asheville, NC 28806

Signing Officer

Name
Diane Bartlett
Title
Headmistress, Director
Phone
8282802085
Signed
2021-11-15

Organization Details

Principal Officer
Diane Bartlett
Formed
2004
Legal Domicile
Nc
Voting Board Members
5
Independent Board Members
4
Employees
0
Volunteers
0
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 2

We have a new program called the Open Hearts Fund. There is no new activity but our consistent support of Beti Flores and the birthing center and clinic in Chiapas Mexico has been folded into this official program. We intend to support Beti and the village of Partysana for at least the next 5 years. This program is also the umbrella for our domestic small grant giving. There is no set amount allocated for the individual grants. They are approved on a case by case basis. The Birthkeepers Cohort is a new program in structure, delivery method and name but not in content. It conveys the Matrona's distilled wisdom from decades of teaching to doulas, aspiring midwives and the community.

Form 990, Part III, Line 3

The Holistic Doula Program now includes all of the in-person seminars and programs. Currently we only offer the Birth Doula and Post-partum Doula programs but if we revive any of our past in-person programs or create new ones, they will be managed under this heading. Scholarships totaling $28,000 (for Birthkeepers and Holistic Doula combined) were granted in 2020 but not categorized as expenses. The tuition was basically discounted. Next year, these will be managed under the Open Hearts Fund. We will begin paying royalties on all birth wisdom curricula and will allocate the scholarships through that fund.

Form 990, Part IX, Line 11G

A high proportion of our program expenses is paid to independent contractors. $32,722 total "other expenses" for line 11g includes: ($9,500) Teaching and mentoring of the Birthkeepers Cohort, ($20,500) Videography for Birthkeepers and Holistic Doula. ($2,722) Web presence management and social media.

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IRS990/MissionDesc0The Matrona Foundation is an educational non-profit open to all people. We believe all birthing families deserve a safe, successful and transformative birth experience. We provide authentic and physiologic information to train and mentor doulas, birth consultants and advocates to support mothers and families in the childbirth continuum.
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IRS990/OtherExpensesGrp/ProgramServicesAmt21896
IRS990/OtherExpensesGrp/ProgramServicesAmt30
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IRS990/OtherExpensesGrp/TotalAmt12919
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IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
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IRS990/PaymentsToAffiliatesGrp/ManagementAndGeneralAmt00
IRS990/PaymentsToAffiliatesGrp/ProgramServicesAmt00
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/FundraisingAmt00
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IRS990/PayrollTaxesGrp/ProgramServicesAmt00
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IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
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IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0Diane Bartlett
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IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0Birthkeepers Cohort
IRS990/ProgramServiceRevenueGrp/Desc1Holistic Doula
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IRS990/ProgramServiceRevenueGrp/ExclusionAmt10
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt190642
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IRS990/ProgSrvcAccomActy2Grp/Desc0BIRTHKEEPERS ONLINE COHORTS The Matrona Foundation offers a year-long mentorship program for anyone who wishes a deeper understanding of the physiology and psychology of birth. Our Birthkeepers program provides a basic entry-level midwifery education with more attention to the academic and practical aspects of birth than the average doula or mother may have. Many doulas and caregivers wish to enhance their education with our program and learn more about the organic physiology of the childbirth continuum so the can become better consultants and advocates for families. This program does not train, certify, accredit or license anyone to practice medicine or midwifery. It is designed as an educational program to enhance knowledge and provide the basis for consulting with and informing families. Consultants and advocates do not manage care or make medical decisions. nor do they have the intention to do so. Because we are non-profit, the Matrona is able to offer this program significantly below market value. Scholarships are also provided to improve community equity. In 2020 we granted 6 full and 3 partial scholarships.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt041715
IRS990/ProgSrvcAccomActy2Grp/GrantAmt00
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0175914
IRS990/ProgSrvcAccomActy3Grp/Desc0OPEN HEARTS GRANTMAKING FUND The Matrona believes that healthy families and communities contribute to positive outcomes in birthing. When people lack resources, the stress or privation diminishes health. As a remedy for this the Open Hearts Fund supports a clinic and birthing center in Partysana, Chiapas Mexico. Grants go directly to Beti Flores, a midwife and only health provider for an isolated village of 90 families. This year at the center were 18 births, over 200 pre/post natal visits, 71 general health visits including minor emergencies. Ten emergencies including 5 obstetric were transported to the distant hospital. Beti reports that lives were saved. The center also provides contraception, pregnancy tests and deworming. It distributes diapers, blankets, clothing, birth and postpartum supplies and equipment for a young disabled boy so that he is not bed-bound. We will continue to support this community in the coming years. The Open Hearts Fund also makes small one-time grants to alleviate temporary hardships. This year grantees needed support for funeral costs, dental work, pandemic relief and recovery from a house fire.
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IRS990/ProgSrvcAccomActy3Grp/GrantAmt014268
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IRS990/PYOtherRevenueAmt00
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt068772
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt087819
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IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt10
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt20
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IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt27169
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt0Europe (including Iceland and Greenland)
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt1North America (including Canada and Mexico, but not the United States)
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt2North America (including Canada and Mexico, but not the United States)
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/SpecificServicesProvidedTxt0Holistic Doula Program, translated and taught in France
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/SpecificServicesProvidedTxt1Holistic Doula Canada
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/SpecificServicesProvidedTxt2Open Hearts Fund, birth center and clinic in Mexico

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