Civic Intelligence

Iona Charitable Trust

990PF • Fiscal year 2022 • EIN 47-5340662

Jan 01, 2022 to Dec 31, 2022 • Filed on May 04, 2023

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.

2022 filings • <$500k nonprofits • Source year 2022

Liabilities / Revenue

59th percentile

0.00x

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

2022 filings • <$500k nonprofits • Source year 2022

Net Margin

80th percentile

31%

Higher net margin than 80% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • <$500k nonprofits • Source year 2022

Asset Growth

54th percentile

1.2%

Faster asset growth than 54% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

7th percentile

-78%

Faster revenue growth than 7% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$223,502

Up $2,618 (+1.2%) from 2021

Net Assets

Up

$223,502

Up $2,618 (+1.2%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin80th percentile

Revenue

Down

$8,336

Down $29,068 (-78%) from 2021

Expenses

Up

$5,718

Up $1,639 (+40%) from 2021

Net Income

Down

$2,618

Down $30,707 (-92%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth54th 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

2022

Assets$223,502
Liabilities$0
Net Assets$223,502
Open 2022 Filing

Operations Trend

Revenue Growth7th 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

2022

Revenue$8,336
Expenses$5,718
Net Income$2,618
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 4, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay78th 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 peters
Title
trustee
Phone
8008391754
Signed
2023-05-04
Discuss with paid preparer
Yes

Preparer

Firm
Foundation Source
Address
3333 New Hyde Park Rd Ste 406, New Hyde Park, NY 11042
Preparer
Jeffrey D Haskell
Phone
8008391754
Raw XML Appendix260 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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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Foundation Source
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03333 New Hyde Park Rd Ste 406
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0New Hyde Park
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011042
ReturnHeader/PreparerPersonGrp/PhoneNum08008391754
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jeffrey D Haskell
ReturnHeader/ReturnTs02023-05-05T13:55:41-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0greta
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0peters
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$223,502
Liabilities
$0
Net assets
$223,502
Revenue
$8,336
Expenses
$5,718
Net income
$2,618
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2022 filings • <$500k nonprofits