Civic Intelligence

Izant Family Foundation

990PF • Fiscal year 2018 • EIN 20-1916094

Jul 01, 2017 to Jun 30, 2018 • Filed on Aug 27, 2018

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.

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

18th percentile

-21%

Higher net margin than 18% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

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.

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

46th percentile

-0.5%

Faster asset growth than 46% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

79th percentile

30%

Faster revenue growth than 79% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Down

$339,964

Down $1,751 (-0.5%) from 2017

Net Assets

Down

$339,964

Down $1,751 (-0.5%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Up

$8,395

Up $1,914 (+30%) from 2017

Expenses

Up

$10,146

Up $10,025 (+8285%) from 2017

Net Income

Down

-$1,751

Down $8,111 (-128%) from 2017

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

2018

Assets$339,964
Liabilities$0
Net Assets$339,964

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

2018

Revenue$8,395
Expenses$10,146
Net Income-$1,751
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Aug 27, 2018
Return Version
2017v2.3
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
2018-08-27
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.

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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/AtSubmissionCreationDeviceId02756F46CB7B68379BC1B2D6390289A6A57B66941
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId072EB1B0193AB985F8DE3D6A5ED45C2550615BD1C
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt054.202.245.124
ReturnHeader/FilingSecurityInformation/IPDt02018-08-27
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm009:05:52
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/PreparationDt02018-08-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARK J MCCANDLESS CPA
ReturnHeader/ReturnTs02018-08-27T10:05:52-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

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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