Civic Intelligence

Ivna Foundation

990EZ • Fiscal year 2011 • EIN 54-1479846

Jan 01, 2011 to Dec 31, 2011 • Filed on Nov 15, 2012

Organization ProfileWWW.IVNA.ORG
5008 Monument Avenue23230
Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

1st percentile

-250000%

Higher net margin than 1% of similar nonprofits.

2011 filings • 501(c)3 • <$500k nonprofits • Source year 2011

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2011

Asset Growth

4th percentile

-83%

Faster asset growth than 4% of similar nonprofits.

2011 filings • 501(c)3 • <$500k nonprofits • Annualized from 2010 to 2011

Revenue Growth

1st percentile

-100%

Faster revenue growth than 1% of similar nonprofits.

2011 filings • 501(c)3 • <$500k nonprofits • Annualized from 2010 to 2011

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$40,994

Down $194,304 (-83%) from 2010

Net Assets

$40,994

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin1st percentile

Revenue

Down

$10

Down $169,827 (-100%) from 2010

Expenses

Down

$25,010

Down $248,419 (-91%) from 2010

Net Income

Up

-$25,000

Up $78,592 (+76%) from 2010

Historical Trend

Balance Sheet Trend

Asset Growth4th percentile

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

$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

2011

Assets$40,994
Liabilities-
Net Assets$40,994
Open 2011 Filing

Operations Trend

Revenue Growth1st percentile

Revenue, expenses, and net income across loaded years, with this 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

2011

Revenue$10
Expenses$25,010
Net Income-$25,000
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Nov 15, 2012
Return Version
2011v1.2
Mission and Program Overview

Mission

To hold and manage donor restricted and board designated assets.

Filing and Contact Details

Filer

EIN
54-1479846
Raw XML Appendix181 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
CompensationExplanation/Compensation/PersonName0JAMES BECKNER
CompensationExplanation/Compensation/PersonName1JEFFREY WILT
CompensationExplanation/Compensation/PersonName2CATHY POND
CompensationExplanation/Compensation/PersonName3LYNN IVEY
CompensationExplanation/Compensation/PersonName4RODNEY ADAMS
CompensationExplanation/Compensation/PersonName5MARCIA PENN
CompensationExplanation/Compensation/PersonName6ELSIE ROSE
IRS990EZ/ActivitiesNotPreviouslyRpt0false
IRS990EZ/CashSavingsAndInvestments/BOY0195689
IRS990EZ/CashSavingsAndInvestments/EOY04290
IRS990EZ/DidOrgFileForm1120POLThisYear0false
IRS990EZ/DoesOrgHaveHospital0false
IRS990EZ/EngagedInExcessBenefitTrans0false
IRS990EZ/EngageInLobbyingActivities0false
IRS990EZ/EngagePoliticalCmpgnActivities0false
IRS990EZ/ExcessOrDeficitForYear0-25000
IRS990EZ/FiledScheduleA0true
IRS990EZ/ForeignFinancialAccount0false
IRS990EZ/ForeignOffice0false
IRS990EZ/GrantsAndSimilarAmountsPaid024975
IRS990EZ/GrossReceipts010
IRS990EZ/InfoInScheduleOPartI0X
IRS990EZ/InfoInScheduleOPartII0X
IRS990EZ/InfoInScheduleOPartIII0X
IRS990EZ/InvestmentIncome010
IRS990EZ/MadeChangesToOrgnzngEtcDoc0false
IRS990EZ/MadeLoansToFromOfficers0false
IRS990EZ/MaintainAnyDonorAdvisedFunds0false
IRS990EZ/MethodOfAccountingAccrual0X
IRS990EZ/NetAssetsOrFundBalances/BOY068899
IRS990EZ/NetAssetsOrFundBalancesBOY068899
IRS990EZ/NetAssetsOrFundBalances/EOY040994
IRS990EZ/NetAssetsOrFundBalancesEOY040994
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine105008 MONUMENT AVENUE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine115008 MONUMENT AVENUE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine125008 MONUMENT AVENUE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine135008 MONUMENT AVENUE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine145800 MONUMENT AVENUE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine155800 MONUMENT AVENUE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine165800 MONUMENT AVENUE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City0RICHMOND
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City1RICHMOND
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City2RICHMOND
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City3RICHMOND
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City4RICHMOND
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City5RICHMOND
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City6RICHMOND
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State0VA
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State1VA
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State2VA
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State3VA
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State4VA
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State5VA
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State6VA
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode023230
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode123230
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode223230
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode323230
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode423230
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode523230
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode623230
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition040.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition13.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition23.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition33.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition43.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition53.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition63.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation0121297
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation30
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation40
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation50
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation60
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName0JAMES BECKNER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName1JEFFREY WILT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName2CATHY POND
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName3LYNN IVEY
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName4RODNEY ADAMS
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName5MARCIA PENN
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName6ELSIE ROSE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title1CHAIR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title2VICE CHAIR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title3TREASURER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title4TRUSTEE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title5VICE CHAIR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title6TRUSTEE
IRS990EZ/OperatingSchool0false
IRS990EZ/Organization501c30X
IRS990EZ/OrganizationDissolvedEtc0false
IRS990EZ/OrganizationHadUBI0false
IRS990EZ/OtherAssetsTotal/BOY039609
IRS990EZ/OtherAssetsTotal/EOY036704
IRS990EZ/OtherChangesInNetAssets0-2905
IRS990EZ/OtherExpensesTotal035
IRS990EZ/PartVIAHghstPaidCntrctProfSer0NONE
IRS990EZ/PartVIOfCompOfHighestPaidEmpl0NONE
IRS990EZ/PrimaryExemptPurpose0TO HOLD AND MANAGE DONOR RESTRICTED AND BOARD DESIGNATED ASSETS.
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom0THE IVNA FOUNDATION EXISTS TO ENABLE THE FINANCIAL SUPPORT AND SUSTAINABILITY OF INSTRUCTIVE VISITING NURSE ASSOCIATION AND IVNA HEALTH SERVICES.
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses024975
IRS990EZ/ProhibitedTaxShelterTrans0false
IRS990EZ/RelatedOrgControlledEntity0false
IRS990EZ/ScheduleBNotRequired0X
IRS990EZ/SubjectToProxyTax0false
IRS990EZ/SumOfTotalLiabilities/BOY0166399
IRS990EZ/TanningServicesProvided0false
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine105008 MONUMENT AVENUE
IRS990EZ/TheBooksAreInCareOf/AddressUS/City0RICHMOND
IRS990EZ/TheBooksAreInCareOf/AddressUS/State0VA
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode023230
IRS990EZ/TheBooksAreInCareOf/NamePerson0INSTRUCTIVE VISITING NURSE ASSOC
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber08043557100
IRS990EZ/TotalAssets/BOY0235298
IRS990EZ/TotalAssets/EOY040994
IRS990EZ/TotalExpenses025010
IRS990EZ/TotalProgramServiceExpenses024975
IRS990EZ/TotalRevenue010
IRS990EZ/TrnsfrsExemptNonCharRelatedOrg0false
IRS990EZ/WebSite0WWW.IVNA.ORG
IRS990ScheduleA/CertificationCheckbox0X
IRS990ScheduleA/ContribBy35ControlledEntity0false
IRS990ScheduleA/ContribByControllingIndividual0false
IRS990ScheduleA/ContributionByRelatedParty0false
IRS990ScheduleA/SumOfAmounts024975
IRS990ScheduleA/SupportedOrgInformation/Amount024975
IRS990ScheduleA/SupportedOrgInformation/EIN0621396840
IRS990ScheduleA/SupportedOrgInformation/ListedInGoverningDoc0true
IRS990ScheduleA/SupportedOrgInformation/Name/BusinessNameLine10INSTRUCTIVE VISITING NURSE ASSOCIATION
IRS990ScheduleA/SupportedOrgInformation/OrganizedInUS0true
IRS990ScheduleA/SupportedOrgInformation/SupportedOrganizationNotified0true
IRS990ScheduleA/SupportedOrgInformation/TypeOfOrganization09
IRS990ScheduleA/SupportingOrg509a3Type10X
IRS990ScheduleA/SupportingOrganization509a30X
IRS990ScheduleA/TotalNumberOfSupportedOrgs03
IRS990ScheduleO/GeneralExplanation/Explanation0IVNA HOME HEALTH CARE SUPPORT 24,975 5008 MONUMENT AVENUE RICHMOND VA 23230
IRS990ScheduleO/GeneralExplanation/Explanation1EXPENSES BANK CHARGES 35 TOTAL 35
IRS990ScheduleO/GeneralExplanation/Explanation2UNREALIZED LOSS IN BENEFICIAL TRUST MARKET VALUE -2,905
IRS990ScheduleO/GeneralExplanation/Explanation3BENEFICIAL INTEREST PERPETUAL TRUSTS 39,609 36,704 TOTAL 39,609 36,704
IRS990ScheduleO/GeneralExplanation/Explanation4ACCOUNTS PAYABLE AND ACCRUED EXPENSES 166,399 0
IRS990ScheduleO/GeneralExplanation/Explanation5TO HOLD AND MANAGE DONOR RESTRICTED AND BOARD DESIGNATED ASSETS.
IRS990ScheduleO/GeneralExplanation/Identifier0PAYMENTS TO AFFILIATES
IRS990ScheduleO/GeneralExplanation/Identifier1OTHER EXPENSES
IRS990ScheduleO/GeneralExplanation/Identifier2OTHER CHANGES IN NET ASSETS OR FUND BALANCES
IRS990ScheduleO/GeneralExplanation/Identifier3OTHER ASSETS
IRS990ScheduleO/GeneralExplanation/Identifier4OTHER LIABILITIES
IRS990ScheduleO/GeneralExplanation/Identifier5PRIMARY EXEMPT PURPOSE
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/GeneralExplanation/ReturnReference4FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/GeneralExplanation/ReturnReference5FORM 990-EZ, PART III
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/Filer/EIN0541479846
ReturnHeader/Filer/Name/BusinessNameLine10IVNA FOUNDATION
ReturnHeader/Filer/NameControl0IVNA
ReturnHeader/Filer/Phone08043557100
ReturnHeader/Filer/USAddress/AddressLine105008 MONUMENT AVENUE
ReturnHeader/Filer/USAddress/City0RICHMOND
ReturnHeader/Filer/USAddress/State0VA
ReturnHeader/Filer/USAddress/ZIPCode023230
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02012-11-15
ReturnHeader/Officer/Name0JAMES G BECKNER
ReturnHeader/Officer/Phone08043557100
ReturnHeader/Officer/Title0PRESIDENT
ReturnHeader/Preparer/DatePrepared02012-11-15
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10WELLS COLEMAN & COMPANY LLP
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine103800 PATTERSON AVE
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0RICHMOND
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0VA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0232212034
ReturnHeader/Preparer/Name0REBECCA J TRES
ReturnHeader/Preparer/Phone08043581150
ReturnHeader/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-11-15T10:59:48-06:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2011 • Form 990EZFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$40,994
Liabilities
-
Net assets
$40,994
Revenue
$10
Expenses
$25,010
Net income
-$25,000
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