Civic Intelligence

Ivna Foundation

EIN 54-1479846 • 501(c)3 • Richmond, VA

Profile

To hold and manage donor restricted and board designated assets.

5008 Monument AvenueRichmond, VA 23230-3663

www.ivna.org

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2014

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2014

Net Margin

43rd percentile

-1.0%

Higher net margin than 43% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

Score unavailable

No value available

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

Asset Growth

91st percentile

84%

Faster asset growth than 91% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

50th percentile

-1.0%

Faster revenue growth than 50% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$87,553

Up $39,887 (+84%) from 2013

Liabilities

Flat

$0

Flat from 2013

Net Assets

$87,553

No earlier filing loaded for comparison.

Operations
Liabilities / RevenueScore unavailableNet Margin43rd percentile

Revenue

Down

$172,286

Down $1,691 (-1.0%) from 2013

Expenses

Flat

$173,975

Flat from 2013

Net Income

Down

-$1,689

Down $1,691 (-84550%) from 2013

Trend Graphs

Balance Sheet Trend

Asset Growth91st percentile

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

$300K$200K$100K$0Assets 2010: $235,298Liabilities 2010: $166,3992010Assets 2011: $40,994Net Assets 2011: $40,9942011Assets 2012: $42,529Liabilities 2012: $02012Assets 2013: $47,666Liabilities 2013: $02013Assets 2014: $87,553Liabilities 2014: $0Net Assets 2014: $87,5532014

Highlighted filing

2014

Assets$87,553
Liabilities$0
Net Assets$87,553
Open 2014 Filing

Operations Trend

Revenue Growth50th percentile

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

$300K$200K$100K$0-$100K-$200KRevenue 2010: $169,837Expenses 2010: $273,429Net Income 2010: -$103,5922010Revenue 2011: $10Expenses 2011: $25,010Net Income 2011: -$25,0002011Revenue 2012: $169,174Expenses 2012: $169,168Net Income 2012: $62012Revenue 2013: $173,977Expenses 2013: $173,975Net Income 2013: $22013Revenue 2014: $172,286Expenses 2014: $173,975Net Income 2014: -$1,6892014

Highlighted filing

2014

Revenue$172,286
Expenses$173,975
Net Income-$1,689
Open 2014 Filing

Filings

Most recent year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$87,553
Liabilities
$0
Net assets
$87,553
Revenue
$172,286
Expenses
$173,975
Net income
-$1,689
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2014Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$1.72$1.74$0.02
2013Summary only. Only limited summary data is available for this year.$0.48$0.00$1.74$1.74$0.00
2012Summary only. Only limited summary data is available for this year.$0.43$0.00$1.69$1.69$0.00
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.41$0.41$0.00$0.25$0.25
2010Summary only. Only limited summary data is available for this year.$2.35$1.66$1.70$2.73$1.04
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Sep 28, 2015
Return Version
2014v5.0
Gross Receipts
$172,286
Mission and Program Overview

Mission

To hold and manage donor restricted and board designated assets.

Program Services

DescriptionGrantsExpenses
THE IVNA FOUNDATION EXISTS TO ENABLE THE FINANCIAL SUPPORT AND SUSTAINABILITY OF INSTRUCTIVE VISITING NURSE ASSOCIATION AND IVNA HEALTH SERVICES.--
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES BECKNERPresident-$112,724$11,901$124,625
JEFFREY WILTVice Chair-$0--
DIANE REYNOLDS CANETrustee-$0--
LYNN IVEYTreasurer-$0--
RODNEY ADAMSChair-$0--
MAUREEN DENLEATrustee-$0--
ELSIE ROSETrustee-$0--
ROSANN BOCCIARELLITrustee-$0--
ROBERT B JONESSecretary-$0--
SUE SCHUTTTrustee-$0--
WILLIAM SPARROWTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Ivna Foundation
EIN
54-1479846
Phone
8043557100
Address
5008 MONUMENT AVENUE, RICHMOND, VA 23230-3663

Signing Officer

Name
Sue Speese
Title
Chief Executive Officer
Phone
8043557100
Signed
2015-09-28
Discuss with paid preparer
Yes

Preparer

Firm
Wellscoleman
Address
3800 PATTERSON AVE, RICHMOND, VA 23221-2034
Preparer
Rebecca J Tres
Phone
8043581150
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses donor life insurance prem 173,975 total 173,975”

Form 990-ez, Part I, Line 20

“Transfer from affiliate 41,576”

Form 990-ez, Part II, Line 24

“Pledges receivable 43,368 0 total 43,368 0”

Form 990-ez, Part III

“To hold and manage donor restricted and board designated assets.”

Raw XML Appendix176 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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IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt05008 MONUMENT AVENUE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0RICHMOND
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0VA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd023230
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IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-1689
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IRS990EZ/InfoInScheduleOPartIIIInd0X
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IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt047666
IRS990EZ/NetAssetsOrFundBalancesEOYAmt087553
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt087553
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt8000.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt0112724
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt011901
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JAMES BECKNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JEFFREY WILT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DIANE REYNOLDS CANE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LYNN IVEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4RODNEY ADAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MAUREEN DENLEA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6ELSIE ROSE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7ROSANN BOCCIARELLI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8ROBERT B JONES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9SUE SCHUTT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10WILLIAM SPARROW
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10TRUSTEE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt043368
IRS990EZ/OtherChangesInNetAssetsAmt041576
IRS990EZ/OtherExpensesTotalAmt0173975
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO HOLD AND MANAGE DONOR RESTRICTED AND BOARD DESIGNATED ASSETS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE IVNA FOUNDATION EXISTS TO ENABLE THE FINANCIAL SUPPORT AND SUSTAINABILITY OF INSTRUCTIVE VISITING NURSE ASSOCIATION AND IVNA HEALTH SERVICES.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0173975
IRS990EZ/TotalRevenueAmt0172286
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.IVNA.ORG
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/MajorityDirTrstSupportedOrgInd0true
IRS990ScheduleA/SupportedOrganizationsCnt02
IRS990ScheduleA/SupportedOrganizationsTotalCnt02
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0541479847
IRS990ScheduleA/SupportedOrgInformationGrp/EIN1621396840
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd1true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc09
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc111
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0IVNA HEALTH SERVICES
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1INSTRUCTIVE VISITING NURSE ASSOCATION
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType2Ind0X
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES DONOR LIFE INSURANCE PREM 173,975 TOTAL 173,975
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TRANSFER FROM AFFILIATE 41,576
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PLEDGES RECEIVABLE 43,368 0 TOTAL 43,368 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TO HOLD AND MANAGE DONOR RESTRICTED AND BOARD DESIGNATED ASSETS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SUE SPEESE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHIEF EXECUTIVE OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum08043557100
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-09-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0IVNA FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0IVNA
ReturnHeader/Filer/EIN0541479846
ReturnHeader/Filer/PhoneNum08043557100
ReturnHeader/Filer/USAddress/AddressLine1Txt05008 MONUMENT AVENUE
ReturnHeader/Filer/USAddress/CityNm0RICHMOND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd0232303663
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0540593442
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WELLSCOLEMAN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03800 PATTERSON AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0RICHMOND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0232212034
ReturnHeader/PreparerPersonGrp/PhoneNum08043581150
ReturnHeader/PreparerPersonGrp/PreparationDt02015-09-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0REBECCA J TRES
ReturnHeader/ReturnTs02015-10-02T17:15:01-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

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