Civic Intelligence

Ilona Foundation

990EZ • Fiscal year 2023 • EIN 93-2011233

Jan 01, 2023 to Dec 31, 2023 • Filed on Mar 29, 2024

19 Silverthorn CourtStafford, VA 22554

(540) 645-2879

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

97th percentile

85%

Higher net margin than 97% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

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.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2023

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2023

Assets

$9,332

No earlier filing loaded for comparison.

Net Assets

$9,332

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

$10,917

No earlier filing loaded for comparison.

Expenses

$1,585

No earlier filing loaded for comparison.

Net Income

$9,332

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$20K$15K$10K$5.0K$0Assets 2023: $9,332Liabilities 2023: $0Net Assets 2023: $9,3322023Assets 2024: $17,132Liabilities 2024: $0Net Assets 2024: $17,1322024

Highlighted filing

2023

Assets$9,332
Liabilities$0
Net Assets$9,332

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$20K$15K$10K$5.0K$0Revenue 2023: $10,917Expenses 2023: $1,585Net Income 2023: $9,3322023Revenue 2024: $19,928Expenses 2024: $12,128Net Income 2024: $7,8002024

Highlighted filing

2023

Revenue$10,917
Expenses$1,585
Net Income$9,332
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Mar 29, 2024
Return Version
2023v5.0
Gross Receipts
$17,788
Mission and Program Overview

Mission

Relief to the distressed. We provide resources and assistance to people who are experiencing grief due to the death of a loved one.

Program Services

DescriptionGrantsExpenses
Provided outreach and books to 8 people grieving the loss of a loved one.$437$437
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Leonard BaileyBoard ChairmanPT$0--
Amy BaileyExecutive OfficerPT$0--
Jakob BaileyVice President-$0--
Maire WhitenackTreasurer-$0--
Rae BaileySecretary-$0--
Laura HolroydCo-Treasurer-$0--
Anacari StormsBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
The Ilona Foundation
EIN
93-2011233
Phone
5406452879
Address
19 Silverthorn Court, Stafford, VA 22554

Signing Officer

Name
Amy Bailey
Title
Executive Director
Phone
5406452879
Signed
2024-03-29
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16

Office expenses, Other marketing expenses, information technology, program expenses

Raw XML Appendix179 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/PhoneNum05406452879
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt019 Silverthorn Ct
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Stafford
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0VA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd022554
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IRS990EZ/ContributionsGiftsGrantsEtcAmt09306
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IRS990EZ/OccupancyRentUtltsAndMaintAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Leonard Bailey
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Amy Bailey
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Jakob Bailey
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Maire Whitenack
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Rae Bailey
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Laura Holroyd
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Anacari Storms
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Board Chairman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Executive Officer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Co-Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Board Member
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt0778
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0Relief to the distressed. We provide resources and assistance to people who are experiencing grief due to the death of a loved one.
IRS990EZ/PrintingPublicationsPostageAmt0370
IRS990EZ/ProgramServiceRevenueAmt00
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0437
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0437
IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt04636
IRS990EZ/SpecialEventsNetIncomeLossAmt0144
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0VA
IRS990EZ/SubjectToProxyTaxInd00
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IRS990EZ/TaxImposedOnOrganizationMgrAmt00
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IRS990EZ/TaxImposedUnderIRC4912Amt00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
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IRS990EZ/TotalRevenueAmt010917
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.TheIlonaFoundation.org
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Ticket sales, Merchandise sold
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Schedule A, Part II, Line 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt09306
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IRS990ScheduleA/PublicSupportTotal170Amt04139
IRS990ScheduleA/SubstantialContributorsTotAmt05167
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt09306
IRS990ScheduleA/TotalSupportAmt017787
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearAmt00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office expenses, Other marketing expenses, information technology, program expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16
ReasonableCauseExplanation/ExplanationTxt0Form 8868 was mailed 5/11/2024 after filing the Request for Reclassification form 8940 on 3/23/2024 to be reclassified as a Public Charity which was granted in a letter dated 9/5/2024. I tried to file 990EZ and it was rejected because Publication 78 Data still had Deductibility Code: PC. Called and spoke with agents #1003836611 Ms. Bruce and #1000195894 Ms. Edwards who apologetically updated Pub 78 to PC but said it will not update on website until February. Was referred to Ms. Shaw #1003555882 who put in ticket #IM626680 on 11/13/2024. I received a voicemail from Crystal (no id number given) on 11/21 that I can resubmit rejected 990EZ.
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Amy Bailey
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Director
ReturnHeader/BusinessOfficerGrp/PhoneNum05406452879
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-03-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE ILONA FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ILON
ReturnHeader/Filer/EIN0932011233
ReturnHeader/Filer/PhoneNum05406452879
ReturnHeader/Filer/USAddress/AddressLine1Txt019 Silverthorn Court
ReturnHeader/Filer/USAddress/CityNm0Stafford
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd022554
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/ReturnTs02024-11-22T09:18:43-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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Filings