Civic Intelligence

International Alliance for Invitational Education

EIN 58-1456972 • 501(c)3 • Nicholasville, KY

Profile

Creates and maintains welcoming relationships and environments that enhance lifelong learning, promote positive organizational change, cultivate personal and professional growth, and enrich people's lives through a theory of practice called invitational education

PO Box 594Nicholasville, KY 40340

www.invitationaleducation.net

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

7th percentile

-195%

Higher net margin than 7% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

87th percentile

$17,325

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 71.5% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

15th percentile

-71%

Faster asset growth than 15% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

8th percentile

-85%

Faster revenue growth than 8% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Down

$19,064

Down $47,204 (-71%) from 2019

Liabilities

Flat

$0

Flat from 2019

Net Assets

Down

$19,064

Down $47,204 (-71%) from 2019

Revenue

Down

$24,222

Down $137,617 (-85%) from 2019

Expenses

Down

$71,426

Down $107,952 (-60%) from 2019

Net Income

Down

-$47,204

Down $29,665 (-169%) from 2019

Trend Graphs

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2010: $60,930Liabilities 2010: $0Net Assets 2010: $60,9302010Assets 2011: $55,922Liabilities 2011: $0Net Assets 2011: $55,9222011Assets 2012: $51,558Liabilities 2012: $0Net Assets 2012: $51,5582012Assets 2013: $78,184Liabilities 2013: $0Net Assets 2013: $78,1842013Assets 2014: $67,713Liabilities 2014: $0Net Assets 2014: $67,7132014Assets 2015: $85,664Liabilities 2015: $0Net Assets 2015: $85,6642015Assets 2016: $111,214Liabilities 2016: $0Net Assets 2016: $111,2142016Assets 2017: $134,485Liabilities 2017: $0Net Assets 2017: $134,4852017Assets 2018: $83,807Liabilities 2018: $0Net Assets 2018: $83,8072018Assets 2019: $66,268Liabilities 2019: $0Net Assets 2019: $66,2682019Assets 2020: $19,064Liabilities 2020: $0Net Assets 2020: $19,0642020

Highlighted filing

2020

Assets$19,064
Liabilities$0
Net Assets$19,064

Operations Trend

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

$400K$300K$200K$100K$0-$100KRevenue 2010: $141,343Expenses 2010: $140,024Net Income 2010: $1,3192010Revenue 2011: $101,039Expenses 2011: $106,047Net Income 2011: -$5,0082011Revenue 2012: $56,657Expenses 2012: $61,021Net Income 2012: -$4,3642012Revenue 2013: $265,387Expenses 2013: $230,649Net Income 2013: $34,7382013Revenue 2014: $223,999Expenses 2014: $234,470Net Income 2014: -$10,4712014Revenue 2015: $238,130Expenses 2015: $220,179Net Income 2015: $17,9512015Revenue 2016: $299,720Expenses 2016: $274,170Net Income 2016: $25,5502016Revenue 2017: $331,867Expenses 2017: $308,596Net Income 2017: $23,2712017Revenue 2018: $283,839Expenses 2018: $334,517Net Income 2018: -$50,6782018Revenue 2019: $161,839Expenses 2019: $179,378Net Income 2019: -$17,5392019Revenue 2020: $24,222Expenses 2020: $71,426Net Income 2020: -$47,2042020

Highlighted filing

2020

Revenue$24,222
Expenses$71,426
Net Income-$47,204

Filings

Latest Detailed Filing

The latest 2020 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2017 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 14, 2018
Return Version
2017v2.3
Gross Receipts
$331,867
Mission and Program Overview

Mission

Create and maintain welcoming relationships and environments that enhance lifelong learning, promote positive organizational change, cultivate personal and professional growth and enrich people's lives through a theory of practice called invitational education.

Creates and maintains welcoming relationships and environments that enhance lifelong learning, promote positive organizational change, cultivate personal and professional growth, and enrich people's lives through a theory of practice called invitational education

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$111,214$134,485▲ $23,271
Total Assets$111,214$134,485▲ $23,271
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$111,214$134,485▲ $23,271
Total Net Assets Fund Balance$111,214$134,485▲ $23,271
Total Liabilities and Net Assets / Fund Balance$111,214$134,485▲ $23,271
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Kathy FieldsExecutive DirectorPT$25,575$25,575
Joan FretzExecutive Director Until February 2017PT$10,250$10,250

Board Members and Trustees

NameTitle
Allyson SchoenleinChair of Trustees
Angela MillerTrustee
Betty SiegelTrustee
Jeffrey CastleTrustee
John NovakTrustee
Kim ArringtonTrustee
Robert LockwoodTrustee
Vickie WilsonTrustee
William PurkeyTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$28,424
Program Service Revenue
$303,443
Investment Income
$0
Other Revenue
$0
All Other Contributions
$75
Change in Net Assets
$23,271
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$272,771
Salaries, Compensation, and Employee Benefits$35,825
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$52,087--$52,087
Current Officers, Directors, Trustees, and Key Employees$30,451$5,374-$35,825
Fees for Services Accounting-$10,000-$10,000
Office Expenses$2,267$4,452-$6,719
Information Technology-$1,693-$1,693
Fees for Services Other$600$828-$1,428
Other Expenses$784--$784
Total Functional Expenses$286,249$22,347$0$308,596
International Activity

International Summary

Offices
0
Employees
0
Spending
$194,233

International Compliance

Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
ChinaProgram ServicesTraining & Visits00$194,233
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

IAIE HAS MEMBERS.

Form 990, Part VI, Section A, Line 7A

The general membership elects the trustees.

Form 990, Part VI, Section B, Line 11B

The board of trustees chair and treasurer review the 990 before filing.

Form 990, Part VI, Section C, Line 19

The bylaws of iaie are posted on the association's website. Financial reports are available to all members and the public upon request.

Filing and Contact Details

Filer

Filer Name
International Alliance for Invitational
EIN
58-1456972
Phone
8593383123
Address
PO BOX 594, NICHOLASVILLE, KY 40340

Signing Officer

Name
Allyson Schoenlein
Title
Board of Trustees Chair
Phone
8593383123
Signed
2018-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Allyson Schoenlein
Formed
1981
Legal Domicile
Nc
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
50

Preparer

Firm
James Moore & Co Pl
Address
2477 TIM GAMBLE PLACE SUITE 200, TALLAHASSEE, FL 32308-4386
Preparer
Mark Payne
Phone
8503866184
Raw XML AppendixShowing 400 of 418 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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IRS990/Form990PartVIISectionAGrp/TitleTxt10EXECUTIVE DIRECTOR UNTIL FEBRUARY 2017
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IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt01379604
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0331867
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0320221
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0238130
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0223999
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0265387
IRS990ScheduleA/Total509Grp/TotalAmt01379604
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0331867
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0320221
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0238130
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0223999
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0265387
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01379604
IRS990/ScheduleBRequiredInd00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt0194233
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt0CHINA
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/SpecificServicesProvidedTxt0TRAINING & VISITS
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt0PROGRAM SERVICES
IRS990ScheduleF/BoycottCountriesInd00
IRS990ScheduleF/ContinuationSpentAmt00
IRS990ScheduleF/ContinuationTotalEmployeeCnt00
IRS990ScheduleF/ContinuationTotalOfficeCnt00
IRS990ScheduleF/ForeignCorpOwnershipInd00
IRS990ScheduleF/ForeignPartnershipInd00
IRS990ScheduleF/InterestInForeignTrustInd00
IRS990ScheduleF/PassiveForeignInvestmestCoInd00
IRS990ScheduleF/SubtotalEmployeesCnt00
IRS990ScheduleF/SubtotalOfficesCnt00
IRS990ScheduleF/SubtotalSpentAmt0194233
IRS990ScheduleF/TotalEmployeeCnt00
IRS990ScheduleF/TotalOfficeCnt00
IRS990ScheduleF/TotalSpentAmt0194233
IRS990ScheduleF/TransferToForeignCorpInd00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0IAIE HAS MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE GENERAL MEMBERSHIP ELECTS THE TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD OF TRUSTEES CHAIR AND TREASURER REVIEW THE 990 BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE BYLAWS OF IAIE ARE POSTED ON THE ASSOCIATION'S WEBSITE. FINANCIAL REPORTS ARE AVAILABLE TO ALL MEMBERS AND THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0111214
IRS990/TotalAssetsEOYAmt0134485
IRS990/TotalAssetsGrp/BOYAmt0111214
IRS990/TotalAssetsGrp/EOYAmt0134485
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt028424
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt022347
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0286249
IRS990/TotalFunctionalExpensesGrp/TotalAmt0308596
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0111214
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0134485
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOthProgramServiceRevGrp/RelatedOrExemptFuncIncomeAmt0179
IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt0179
IRS990/TotalProgramServiceExpensesAmt0286249
IRS990/TotalProgramServiceRevenueAmt0303443
IRS990/TotalReportableCompFromOrgAmt035825
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0303443
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0331867
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt050
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0111214
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0134485
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0111214
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0134485
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt044 ROYAL OAKS
IRS990/USAddress/CityNm0BARBOURSVILLE
IRS990/USAddress/StateAbbreviationCd0WV
IRS990/USAddress/ZIPCd025504
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0WWW.INVITATIONALEDUCATION.NET
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ALLYSON SCHOENLEIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0BOARD OF TRUSTEES CHAIR
ReturnHeader/BusinessOfficerGrp/PhoneNum08593383123
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0INTERNATIONAL ALLIANCE FOR INVITATIONAL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0EDUCATION
ReturnHeader/Filer/BusinessNameControlTxt0INTE
ReturnHeader/Filer/EIN0581456972
ReturnHeader/Filer/PhoneNum08593383123
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 594
ReturnHeader/Filer/USAddress/CityNm0NICHOLASVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KY
ReturnHeader/Filer/USAddress/ZIPCd040340
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId06122C6DF3B8CFA582F50997A4BE56EDE39C58512
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId03FAFFB3CAD669F84049C8B91622ACA1304EDFC11
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P

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