Civic Intelligence

Innisfree Foundation

EIN 23-2810871 • Conshohocken, PA

PO Box 322Conshohocken, PA 19428
Siviq Scores

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

Liabilities / Assets

43rd percentile

0.00x

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

$500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

44th percentile

0.00x

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

$500k-$1M nonprofits • Source year 2025

Net Margin

48th percentile

3.3%

Higher net margin than 48% of similar nonprofits.

$500k-$1M nonprofits • Source year 2025

Top Officer Pay

58th percentile

$0

Higher top officer pay than 58% of similar nonprofits.

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

$500k-$1M nonprofits • Source year 2025

Asset Growth

43rd percentile

0.1%

Faster asset growth than 43% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2024 to 2025

Revenue Growth

23rd percentile

-12%

Faster revenue growth than 23% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Up

$808,013

Up $926 (+0.1%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$808,013

Up $926 (+0.1%) from 2024

Operations
Liabilities / Revenue44th percentileNet Margin48th percentile

Revenue

Down

$28,021

Down $3,699 (-12%) from 2024

Expenses

Up

$27,095

Up $10,506 (+63%) from 2024

Net Income

Down

$926

Down $14,205 (-94%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth43rd percentile

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

$1.5M$1.0M$500K$0Assets 2012: $1,223,169Liabilities 2012: $02012Assets 2013: $1,210,224Liabilities 2013: $02013Assets 2014: $918,664Liabilities 2014: $02014Assets 2015: $488,624Liabilities 2015: $02015Assets 2017: $681,447Liabilities 2017: $0Net Assets 2017: $681,4472017Assets 2018: $844,778Liabilities 2018: $0Net Assets 2018: $844,7782018Assets 2019: $746,885Liabilities 2019: $0Net Assets 2019: $746,8852019Assets 2020: $684,781Liabilities 2020: $0Net Assets 2020: $684,7812020Assets 2021: $919,792Liabilities 2021: $0Net Assets 2021: $919,7922021Assets 2022: $873,282Liabilities 2022: $0Net Assets 2022: $873,2822022Assets 2023: $896,498Liabilities 2023: $0Net Assets 2023: $896,4982023Assets 2024: $807,087Liabilities 2024: $0Net Assets 2024: $807,0872024Assets 2025: $808,013Liabilities 2025: $0Net Assets 2025: $808,0132025

Highlighted filing

2025

Assets$808,013
Liabilities$0
Net Assets$808,013
Open 2025 Filing

Operations Trend

Revenue Growth23rd percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2012: $1,193,151Expenses 2012: $502,107Net Income 2012: $691,0442012Revenue 2013: $341,702Expenses 2013: $354,647Net Income 2013: -$12,9452013Revenue 2014: $254,378Expenses 2014: $545,938Net Income 2014: -$291,5602014Revenue 2015: $282,286Expenses 2015: $712,326Net Income 2015: -$430,0402015Revenue 2017: $603,795Expenses 2017: $384,895Net Income 2017: $218,9002017Revenue 2018: $315,348Expenses 2018: $152,017Net Income 2018: $163,3312018Revenue 2019: $197,117Expenses 2019: $295,010Net Income 2019: -$97,8932019Revenue 2020: $446,059Expenses 2020: $508,163Net Income 2020: -$62,1042020Revenue 2021: $350,418Expenses 2021: $115,407Net Income 2021: $235,0112021Revenue 2022: $2,196Expenses 2022: $48,706Net Income 2022: -$46,5102022Revenue 2023: $23,811Expenses 2023: $595Net Income 2023: $23,2162023Revenue 2024: $31,720Expenses 2024: $16,589Net Income 2024: $15,1312024Revenue 2025: $28,021Expenses 2025: $27,095Net Income 2025: $9262025

Highlighted filing

2025

Revenue$28,021
Expenses$27,095
Net Income$926
Open 2025 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$808,013
Liabilities
$0
Net assets
$808,013
Revenue
$28,021
Expenses
$27,095
Net income
$926
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.81$0.03$0.03$0.00
2024Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.81$0.03$0.02$0.02
2023Detailed filing. Detailed filing data is available for this year.$0.90$0.00$0.90$0.02$0.00$0.02
2022Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$0.00$0.05$0.05
2021Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.35$0.12$0.24
2020Detailed filing. Detailed filing data is available for this year.$0.68$0.00$0.68$0.45$0.51$0.06
2019Detailed filing. Detailed filing data is available for this year.$0.75$0.00$0.75$0.20$0.30$0.10
2018Detailed filing. Detailed filing data is available for this year.$0.84$0.00$0.84$0.32$0.15$0.16
2017Detailed filing. Detailed filing data is available for this year.$0.68$0.00$0.68$0.60$0.38$0.22
2015Summary only. Only limited summary data is available for this year.$0.49$0.00$0.28$0.71$0.43
2014Summary only. Only limited summary data is available for this year.$0.92$0.00$0.25$0.55$0.29
2013Summary only. Only limited summary data is available for this year.$1.21$0.00$0.34$0.35$0.01
2012Summary only. Only limited summary data is available for this year.$1.22$0.00$1.19$0.50$0.69
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2024 to Sep 30, 2025
Signed
Feb 3, 2026
Return Version
2024v5.5
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ADELE K SCHAEFFERPresident-$0--
ANTHONY L SCHAEFFERTreasurer-$0--
JAMES R SCHAEFFERVice President-$0--
ROBERT D SCHAEFFERSecretary-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantUNIVERSITY OF PENNSYLVANIAGENERAL FUNDPCPHILADELPHIA, PA, US$10,000
Paid GrantSEAL HARBOR VILLAGEGENERAL FUNDPCSEAL HARBOR, ME, US$9,000
Paid GrantBALLETXGENERAL FUNDPCPHILADELPHIA, PA, US$6,000
Filing and Contact Details

Filer

Filer Name
Innisfree Foundation
EIN
23-2810871
Phone
4845336670
Address
PO BOX 322, CONSHOHOCKEN, PA 19428

Signing Officer

Name
Adele Schaeffer
Title
Director
Phone
4845336670
Signed
2026-02-03
Discuss with paid preparer
Yes

Preparer

Firm
Isdaner & Company LLC
Address
ONE BALA PLAZA SUITE 502, BALA CYNWYD, PA 19004
Preparer
Jonathan Hoffman CPA
Phone
6106684200
Raw XML Appendix303 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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IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0ADELE K SCHAEFFER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt09000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt110000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt26000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL FUND
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1UNIVERSITY OF PENNSYLVANIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2BALLETX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1SUITE 300 2929 WALNUT STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21923 WASHINGTON AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SEAL HARBOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1PHILADELPHIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2PHILADELPHIA
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd004675
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd119104
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd219146
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt025000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt026047
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt052040
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt025993
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt03154
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt032399
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt025993
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt06406
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt03154
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt03154
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt026047
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt09560
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt035553
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0235
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0235
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0470
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ADELE SCHAEFFER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum04845336670
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-02-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0INNISFREE FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O CENTER BRIDGE GROUP INC
ReturnHeader/Filer/BusinessNameControlTxt0INNI
ReturnHeader/Filer/EIN0232810871
ReturnHeader/Filer/PhoneNum04845336670
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 322
ReturnHeader/Filer/USAddress/CityNm0CONSHOHOCKEN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019428
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0236410283
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ISDANER & COMPANY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0ONE BALA PLAZA SUITE 502
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BALA CYNWYD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019004
ReturnHeader/PreparerPersonGrp/PhoneNum06106684200
ReturnHeader/PreparerPersonGrp/PreparationDt02026-02-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JONATHAN HOFFMAN CPA
ReturnHeader/ReturnTs02026-02-12T15:49:23-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-10-01
ReturnHeader/TaxPeriodEndDt02025-09-30
ReturnHeader/TaxYr02024

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