Civic Intelligence

Izant Family Foundation

990PF • Fiscal year 2017 • EIN 20-1916094

Jul 01, 2016 to Jun 30, 2017 • Filed on Jul 27, 2017

37 Ensis RoadHilton Head Island, SC 29928

(843) 689-5435

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.

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

98th percentile

98%

Higher net margin than 98% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

52nd percentile

1.9%

Faster asset growth than 52% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

6th percentile

-66%

Faster revenue growth than 6% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$341,715

Up $6,360 (+1.9%) from 2016

Net Assets

Up

$341,715

Up $6,360 (+1.9%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Down

$6,481

Down $12,485 (-66%) from 2016

Expenses

Down

$121

Down $7,004 (-98%) from 2016

Net Income

Down

$6,360

Down $5,481 (-46%) from 2016

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2012: $351,969Liabilities 2012: $12012Assets 2013: $344,387Liabilities 2013: $0Net Assets 2013: $344,3872013Assets 2014: $337,248Liabilities 2014: $0Net Assets 2014: $337,2482014Assets 2015: $323,514Liabilities 2015: $0Net Assets 2015: $323,5142015Assets 2016: $335,355Liabilities 2016: $0Net Assets 2016: $335,3552016Assets 2017: $341,715Liabilities 2017: $0Net Assets 2017: $341,7152017Assets 2018: $339,964Liabilities 2018: $0Net Assets 2018: $339,9642018Assets 2019: $331,955Liabilities 2019: $0Net Assets 2019: $331,9552019Assets 2020: $330,038Liabilities 2020: $0Net Assets 2020: $330,0382020Assets 2021: $316,489Liabilities 2021: $0Net Assets 2021: $316,4892021Assets 2022: $320,594Liabilities 2022: $0Net Assets 2022: $320,5942022Assets 2023: $294,982Liabilities 2023: $0Net Assets 2023: $294,9822023Assets 2024: $283,532Liabilities 2024: $0Net Assets 2024: $283,5322024Assets 2025: $263,770Liabilities 2025: $0Net Assets 2025: $263,7702025

Highlighted filing

2017

Assets$341,715
Liabilities$0
Net Assets$341,715

Operations Trend

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

$60K$40K$20K$0-$20K-$40KRevenue 2012: $4,742Expenses 2012: $19,126Net Income 2012: -$14,3842012Expenses 2013: $18,1002013Revenue 2014: $18,829Expenses 2014: $25,800Net Income 2014: -$6,9712014Revenue 2015: $38,335Expenses 2015: $52,069Net Income 2015: -$13,7342015Revenue 2016: $18,966Expenses 2016: $7,125Net Income 2016: $11,8412016Revenue 2017: $6,481Expenses 2017: $121Net Income 2017: $6,3602017Revenue 2018: $8,395Expenses 2018: $10,146Net Income 2018: -$1,7512018Revenue 2019: $9,567Expenses 2019: $17,576Net Income 2019: -$8,0092019Revenue 2020: $18,572Expenses 2020: $20,489Net Income 2020: -$1,9172020Revenue 2021: $6,931Expenses 2021: $20,480Net Income 2021: -$13,5492021Revenue 2022: $24,544Expenses 2022: $20,439Net Income 2022: $4,1052022Revenue 2023: $113Expenses 2023: $25,725Net Income 2023: -$25,6122023Revenue 2024: $11,254Expenses 2024: $22,704Net Income 2024: -$11,4502024Revenue 2025: $9,773Expenses 2025: $29,535Net Income 2025: -$19,7622025

Highlighted filing

2017

Revenue$6,481
Expenses$121
Net Income$6,360
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Jul 27, 2017
Return Version
2016v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
NATALIE M IZANTPresident-$0--
ROBERT IZANTDirector-$0--
CYNTHIA REYNOLDSDirector-$0--
Filing and Contact Details

Filer

Filer Name
Izant Family Foundation
EIN
20-1916094
Phone
8436895435
Address
37 ENSIS ROAD, HILTON HEAD ISLAND, SC 29928

Signing Officer

Name
Natalie M Izant
Title
President
Phone
8436895435
Signed
2017-07-27
Discuss with paid preparer
Yes

Preparer

Firm
Pathfinder Wealth Advisors LLC
Address
6100 OAK TREE BLVD STE 200, INDEPENDENCE, OH 44131-6914
Preparer
Mark J Mccandless CPA
Phone
2166436779
Raw XML Appendix247 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
ExplnOfNonFilingWithAGStmt/ExplanationTxt0OHIO ONLINE REPORTING DOES NOT REQUIRE SUBMISSION OF FORM 990PF
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt02016-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt12016-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc0FIDELITY GLOBAL BOND
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc1TEMPLETON GLOBAL BOND
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt011717
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt111401
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt010846
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt111470
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt0PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt1PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt02017-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt12016-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt0-871
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt169
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0324637
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0352735
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0DOMESTIC MUTUAL FUNDS
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/RelatedOrExemptFunctionIncmAmt06445
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt034
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/RelatedOrExemptFunctionIncmAmt02
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt06481
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt06481
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt06447
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0836
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt06445
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt06445
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt06445
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt06360
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt023152
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt02
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt02
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt02
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt034
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt07283
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0121
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt06447
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0121
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt07283
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt06481
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0121
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0836
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt06360
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0341715
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0335355
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0341715
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt017219
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt017219
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt017219
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt017365
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0146
IRS990PF/DistributableAmountGrp/TotalTaxAmt0146
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0146
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0146
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0146
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0146
IRS990PF/FMVAssetsEOYAmt0369813
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0335355
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt017078
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt017078
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0324637
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0352735
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0335355
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0341715
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0335355
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0341715
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0369813
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0335355
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0341715
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0335355
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0341715
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0352585
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt017078
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0335507
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt05289
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt017365
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0347296
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0352585
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.25
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0NATALIE M IZANT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ROBERT IZANT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2CYNTHIA REYNOLDS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt037 ENSIS ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt137 ENSIS ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt237 ENSIS ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0HILTON HEAD ISLAND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1HILTON HEAD ISLAND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2HILTON HEAD ISLAND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0SC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1SC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2SC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd029928
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd129928
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd229928
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt021939
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt022012
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt05000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt050000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt025700
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt017794
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt018926
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.063171
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.015317
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.136604
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.065701
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.047230
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.051003
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt073
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0347296
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0326425
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0366022
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0391169
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0376750
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0371079
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.315855
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0false
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0NATALIE M IZANT
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt037 ENSIS ROAD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0HILTON HEAD ISLAND
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0SC
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd029928
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0OH
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum08436895435
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0NATALIE M IZANT
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum08436895435
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt037 ENSIS ROAD
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0HILTON HEAD ISLAND
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0SC
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd029928
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt017219
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt08857
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt08857
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt08857
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt08857
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt08362
TaxesSchedule/TaxesDetail/Amt021
TaxesSchedule/TaxesDetail/Amt1100
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX
TaxesSchedule/TaxesDetail/CategoryTxt1OHIO FEE
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0NATALIE M IZANT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08436895435
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-07-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0IZANT FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0IZAN
ReturnHeader/Filer/EIN0201916094
ReturnHeader/Filer/PhoneNum08436895435
ReturnHeader/Filer/USAddress/AddressLine1Txt037 ENSIS ROAD
ReturnHeader/Filer/USAddress/CityNm0HILTON HEAD ISLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0SC
ReturnHeader/Filer/USAddress/ZIPCd029928
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DE2E25D73DC1CE2ED13E9A18CDBD6A830F4FDB8F
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0CF8FBE586A307871BB5D1A30535AE96236370FDD
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0472098858
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PATHFINDER WEALTH ADVISORS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06100 OAK TREE BLVD STE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0INDEPENDENCE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0441316914
ReturnHeader/PreparerPersonGrp/PhoneNum02166436779
ReturnHeader/PreparerPersonGrp/PreparationDt02017-07-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARK J MCCANDLESS CPA
ReturnHeader/ReturnTs02017-07-28T14:46:13-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.64$0.00$2.64$0.10$0.30$0.20
2024Detailed filing. Detailed filing data is available for this year.$2.84$0.00$2.84$0.11$0.23$0.11
2023Detailed filing. Detailed filing data is available for this year.$2.95$0.00$2.95$0.00$0.26$0.26
2022Detailed filing. Detailed filing data is available for this year.$3.21$0.00$3.21$0.25$0.20$0.04
2021Detailed filing. Detailed filing data is available for this year.$3.16$0.00$3.16$0.07$0.20$0.14
2020Detailed filing. Detailed filing data is available for this year.$3.30$0.00$3.30$0.19$0.20$0.02
2019Detailed filing. Detailed filing data is available for this year.$3.32$0.00$3.32$0.10$0.18$0.08
2018Detailed filing. Detailed filing data is available for this year.$3.40$0.00$3.40$0.08$0.10$0.02
2017Detailed filing. Detailed filing data is available for this year.$3.42$0.00$3.42$0.06$0.00$0.06
2016Detailed filing. Detailed filing data is available for this year.$3.35$0.00$3.35$0.19$0.07$0.12
2015Detailed filing. Detailed filing data is available for this year.$3.24$0.00$3.24$0.38$0.52$0.14
2014Detailed filing. Detailed filing data is available for this year.$3.37$0.00$3.37$0.19$0.26$0.07
2013Detailed filing. Detailed filing data is available for this year.$3.44$0.00$3.44$0.18
2012Summary only. Only limited summary data is available for this year.$3.52$0.00$0.05$0.19$0.14