Civic Intelligence

Iona Charitable Trust

990PF • Fiscal year 2019 • EIN 47-5340662

Jan 01, 2019 to Dec 31, 2019 • Filed on Oct 08, 2020

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

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

80th percentile

25%

Higher net margin than 80% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

51st percentile

1.2%

Faster asset growth than 51% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

56th percentile

3.9%

Faster revenue growth than 56% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$184,547

Up $2,110 (+1.2%) from 2018

Net Assets

Up

$184,547

Up $2,110 (+1.2%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin80th percentile

Revenue

Up

$8,389

Up $315 (+3.9%) from 2018

Expenses

Up

$6,279

Up $2,298 (+58%) from 2018

Net Income

Down

$2,110

Down $1,983 (-48%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth51st 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

2019

Assets$184,547
Liabilities$0
Net Assets$184,547
Open 2019 Filing

Operations Trend

Revenue Growth56th 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

2019

Revenue$8,389
Expenses$6,279
Net Income$2,110
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Oct 8, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Greta B PetersTrustee-$0--
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 B Peters
Title
trustee
Phone
8008391754
Signed
2020-10-08
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
Raw XML Appendix284 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.

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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt015406
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt013294
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt02112
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02017
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02016
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02015
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt05625
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt015406
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt020169
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Administrative Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt05625
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt05625
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0506
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Investment Management Services
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0506
TaxesSchedule/TaxesDetail/Amt0148
TaxesSchedule/TaxesDetail/CategoryTxt0990-PF Excise Tax for 2018
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GRETA B PETERS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum08008391754
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-10-08
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/AtSubmissionCreationDeviceId02E580382B6EC9A3FAB9C3255FF56957C9676C3F6
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0384717C1FADDEF7B1C9CB58DAC69F19ED4566B5B
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId006391520203025000044
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02020-10-28
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt067.82.234.252
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/ReturnTs02020-10-28T15:56:04-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$184,547
Liabilities
$0
Net assets
$184,547
Revenue
$8,389
Expenses
$6,279
Net income
$2,110
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
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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