Civic Intelligence

Iona Charitable Trust

990PF • Fiscal year 2016 • EIN 47-5340662

Jan 01, 2016 to Dec 31, 2016 • Filed on Jun 19, 2017

Organization Profile
Foundation Source 501 Silverside RdWilmington, DE 19809-1377

(800) 839-1754

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

56th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

6th percentile

-137%

Higher net margin than 6% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2016

Asset Growth

32nd percentile

-6.4%

Faster asset growth than 32% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

2nd percentile

-96%

Faster revenue growth than 2% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$179,131

Down $12,264 (-6.4%) from 2015

Net Assets

$179,131

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin6th percentile

Revenue

Down

$8,929

Down $201,876 (-96%) from 2015

Expenses

Up

$21,193

Up $1,783 (+9.2%) from 2015

Net Income

Down

-$12,264

Down $203,659 (-106%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth32nd percentile

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

$300K$200K$100K$0Assets 2015: $191,395Liabilities 2015: $02015Assets 2016: $179,131Liabilities 2016: $0Net Assets 2016: $179,1312016Assets 2017: $178,344Liabilities 2017: $0Net Assets 2017: $178,3442017Assets 2018: $182,437Liabilities 2018: $0Net Assets 2018: $182,4372018Assets 2019: $184,547Liabilities 2019: $0Net Assets 2019: $184,5472019Assets 2020: $187,559Liabilities 2020: $0Net Assets 2020: $187,5592020Assets 2021: $220,884Liabilities 2021: $0Net Assets 2021: $220,8842021Assets 2022: $223,502Liabilities 2022: $0Net Assets 2022: $223,5022022Assets 2023: $215,061Liabilities 2023: $0Net Assets 2023: $215,0612023Assets 2024: $216,412Liabilities 2024: $0Net Assets 2024: $216,4122024

Highlighted filing

2016

Assets$179,131
Liabilities$0
Net Assets$179,131
Open 2016 Filing

Operations Trend

Revenue Growth2nd percentile

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

$300K$200K$100K$0-$100KRevenue 2015: $210,805Expenses 2015: $19,410Net Income 2015: $191,3952015Revenue 2016: $8,929Expenses 2016: $21,193Net Income 2016: -$12,2642016Revenue 2017: $5,736Expenses 2017: $6,523Net Income 2017: -$7872017Revenue 2018: $8,074Expenses 2018: $3,981Net Income 2018: $4,0932018Revenue 2019: $8,389Expenses 2019: $6,279Net Income 2019: $2,1102019Revenue 2020: $8,397Expenses 2020: $5,385Net Income 2020: $3,0122020Revenue 2021: $37,404Expenses 2021: $4,079Net Income 2021: $33,3252021Revenue 2022: $8,336Expenses 2022: $5,718Net Income 2022: $2,6182022Revenue 2023: $3,147Expenses 2023: $11,588Net Income 2023: -$8,4412023Revenue 2024: $13,048Expenses 2024: $11,697Net Income 2024: $1,3512024

Highlighted filing

2016

Revenue$8,929
Expenses$21,193
Net Income-$12,264
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jun 19, 2017
Return Version
2016v3.1
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Greta B PetersTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSECOND PRESBYTERIAN CHURCHGeneral & UnrestrictedPCRICHMOND, VA, US$16,000
Paid GrantSECOND PRESBYTERIAN CHURCHMusic ProgramPCRICHMOND, VA, US$1,000
Filing and Contact Details

Filer

Filer Name
Iona Charitable Trust
EIN
47-5340662
In Care Of
% Foundation Source
Phone
8008391754
Address
Foundation Source 501 Silverside Rd, Wilmington, DE 19809-1377

Signing Officer

Name
Greta Peters
Title
trustee
Phone
8008391754
Signed
2017-06-19
Discuss with paid preparer
Yes

Preparer

Firm
Foundation Source
Address
One Hollow Ln Ste 212, Lake Success, NY 11042
Preparer
Jeffrey D Haskell
Phone
8008391754
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd023219
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd123219
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt017000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt07436
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt07436
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt018729
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt032023
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt013294
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt018729
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02014
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02013
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02012
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt020730
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt013294
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt032023
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt018729
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Administrative Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Bank Charges
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt03730
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt017
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt03730
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt117
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0426
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Investment Management Services
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0426
TaxesSchedule/TaxesDetail/Amt020
TaxesSchedule/TaxesDetail/CategoryTxt0Foreign Tax Paid
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt020
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GRETA PETERS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum08008391754
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-06-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Iona Charitable Trust
ReturnHeader/Filer/BusinessNameControlTxt0IONA
ReturnHeader/Filer/EIN0475340662
ReturnHeader/Filer/InCareOfNm0% Foundation Source
ReturnHeader/Filer/PhoneNum08008391754
ReturnHeader/Filer/USAddress/AddressLine1Txt0Foundation Source 501 Silverside Rd
ReturnHeader/Filer/USAddress/CityNm0Wilmington
ReturnHeader/Filer/USAddress/StateAbbreviationCd0DE
ReturnHeader/Filer/USAddress/ZIPCd0198091377
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0BC971FC33BAF52379132A0473611089A0DAEC697
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0259C731B7C7CCB55DA46458F0098BC0D5A2501CB
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId006391520171885000016
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02017-07-07
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt024.187.244.114
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Foundation Source
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0One Hollow Ln Ste 212
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Lake Success
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011042
ReturnHeader/PreparerPersonGrp/PhoneNum08008391754
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jeffrey D Haskell
ReturnHeader/ReturnTs02017-07-07T12:51:06-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$179,131
Liabilities
$0
Net assets
$179,131
Revenue
$8,929
Expenses
$21,193
Net income
-$12,264
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.16$0.00$2.16$0.13$0.12$0.01
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.15$0.00$2.15$0.03$0.12$0.08
2022Detailed filing. Detailed filing data is available for this year.$2.24$0.00$2.24$0.08$0.06$0.03
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.21$0.00$2.21$0.37$0.04$0.33
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.88$0.00$1.88$0.08$0.05$0.03
2019Detailed filing. Detailed filing data is available for this year.$1.85$0.00$1.85$0.08$0.06$0.02
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.82$0.00$1.82$0.08$0.04$0.04
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.78$0.00$1.78$0.06$0.07$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.79$0.00$1.79$0.09$0.21$0.12
2015Summary only. Only limited summary data is available for this year.$1.91$0.00$2.11$0.19$1.91