Civic Intelligence

George Isaac Foundation

990PF • Fiscal year 2022 • EIN 34-1724575

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 14, 2023

2580 Underhill RdToledo, OH 43615

(419) 654-4150

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

2022 filings • $5M-$10M nonprofits • Source year 2022

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2022

Net Margin

99th percentile

790%

Higher net margin than 99% of similar nonprofits.

2022 filings • $5M-$10M nonprofits • Source year 2022

Top Officer Pay

32nd percentile

$0

Higher top officer pay than 32% of similar nonprofits.

2022 filings • $5M-$10M nonprofits • Source year 2022

Asset Growth

27th percentile

-6.1%

Faster asset growth than 27% of similar nonprofits.

2022 filings • $5M-$10M nonprofits • Annualized from 2021 to 2022

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2021 to 2022

Assets

Down

$8,046,061

Down $526,697 (-6.1%) from 2021

Net Assets

Down

$8,046,061

Down $526,697 (-6.1%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue

Down

-$66,839

Down $2,649,696 (-103%) from 2021

Expenses

Down

$461,465

Down $72,355 (-14%) from 2021

Net Income

Down

-$528,304

Down $2,577,341 (-126%) from 2021

Historical Trend

Balance Sheet Trend

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

$10M$5.0M$0Assets 2010: $2,274,269Liabilities 2010: $0Net Assets 2010: $2,274,2692010Assets 2011: $2,316,950Liabilities 2011: $0Net Assets 2011: $2,316,9502011Assets 2012: $2,352,599Liabilities 2012: $0Net Assets 2012: $2,352,5992012Assets 2013: $2,675,112Liabilities 2013: $0Net Assets 2013: $2,675,1122013Assets 2014: $3,300,097Liabilities 2014: $0Net Assets 2014: $3,300,0972014Assets 2015: $3,672,966Liabilities 2015: $0Net Assets 2015: $3,672,9662015Assets 2016: $3,650,764Liabilities 2016: $0Net Assets 2016: $3,650,7642016Assets 2017: $3,612,210Liabilities 2017: $0Net Assets 2017: $3,612,2102017Assets 2018: $3,574,154Liabilities 2018: $0Net Assets 2018: $3,574,1542018Assets 2019: $3,522,456Liabilities 2019: $0Net Assets 2019: $3,522,4562019Assets 2020: $6,526,591Liabilities 2020: $0Net Assets 2020: $6,526,5912020Assets 2021: $8,572,758Liabilities 2021: $0Net Assets 2021: $8,572,7582021Assets 2022: $8,046,061Liabilities 2022: $0Net Assets 2022: $8,046,0612022Assets 2023: $8,721,464Liabilities 2023: $0Net Assets 2023: $8,721,4642023Assets 2024: $9,074,032Liabilities 2024: $0Net Assets 2024: $9,074,0322024

Highlighted filing

2022

Assets$8,046,061
Liabilities$0
Net Assets$8,046,061

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $158,1162010Expenses 2011: $152,6242011Expenses 2012: $50,5582012Revenue 2013: $404,256Expenses 2013: $81,743Net Income 2013: $322,5132013Revenue 2014: $839,804Expenses 2014: $214,819Net Income 2014: $624,9852014Revenue 2015: $594,622Expenses 2015: $221,753Net Income 2015: $372,8692015Revenue 2016: $114,340Expenses 2016: $136,542Net Income 2016: -$22,2022016Revenue 2017: $137,654Expenses 2017: $176,208Net Income 2017: -$38,5542017Revenue 2018: $167,603Expenses 2018: $205,659Net Income 2018: -$38,0562018Revenue 2019: $154,599Expenses 2019: $202,720Net Income 2019: -$48,1212019Revenue 2020: $4,353,546Expenses 2020: $200,583Net Income 2020: $4,152,9632020Revenue 2021: $2,582,857Expenses 2021: $533,820Net Income 2021: $2,049,0372021Revenue 2022: -$66,839Expenses 2022: $461,465Net Income 2022: -$528,3042022Revenue 2023: $1,252,937Expenses 2023: $519,369Net Income 2023: $733,5682023Revenue 2024: $857,286Expenses 2024: $506,396Net Income 2024: $350,8902024

Highlighted filing

2022

Revenue-$66,839
Expenses$461,465
Net Income-$528,304
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 14, 2023
Return Version
2022v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
GEORGE A ISAAC IIIVice President-$0--
LYNN A ISAACPresident-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantWAUKESHA COUNTY COMMUNITY FOUNDATIONGENERAL SUPPORTPCWAUKESHA, WI, US$30,000
Paid GrantINTERNATIONAL MEDICAL CORPSGENERAL SUPPORTPCLOS ANGELES, CA, US$25,000
Paid GrantSANTA BARBARA COTTAGE HOSPITAL FOUNDATIONGENERAL SUPPORTPCSANTA BARBARA, CA, US$25,000
Paid GrantTOLEDO MUSEUM OF ARTGENERAL SUPPORTPCTOLEDO, OH, US$25,000
Paid GrantUNIVERSITY OF TOLEDO FOUNDATIONGENERAL SUPPORTPCTOLEDO, OH, US$21,000
Paid GrantYMCA OF GREATER TOLEDOGENERAL SUPPORTPCTOLEDO, OH, US$20,000
Paid GrantTHE FIRST TEE OF LAKE ERIEGENERAL SUPPORTPCSYLVANIA, OH, US$15,000
Paid GrantGLOBAL DOWN SYNDROME FOUNDATIONGENERAL SUPPORTPCDENVER, CO, US$11,500
Paid GrantEL MONTECITO PRESBYTERIAN CHURCHGENERAL SUPPORTPCMONTECITO, CA, US$10,000
Paid GrantUCLA JONSSON CANCER CENTER FOUNDATIONGENERAL SUPPORTPCLOS ANGELES, CA, US$10,000
Paid GrantCARPINTERIA ARTS CENTERGENERAL SUPPORTPCCARPINTERIA, CA, US$8,500
Paid GrantHEALTH NETWORK FOUNDATIONGENERAL SUPPORTPCCHAGRIN FALLS, OH, US$7,500
Paid GrantWESTERN RESERVE ACADEMYGENERAL SUPPORTPCHUDSON, OH, US$6,000
Paid GrantTOLEDO NORTHWEST OHIO FOODBANKGENERAL SUPPORTPCTOLEDO, OH, US$5,750
Paid GrantFIVE OAKS AG RESEARCH AND EDUCATIONGENERAL SUPPORTPCDEWITT, AR, US$5,250
Paid GrantALPHA RESOURCES SLING SHOT ART STUDIOGENERAL SUPPORTPCSANTA BARBARA, CA, US$5,000
Paid GrantCANCER FOUNDATION OF SANTA BARBARAGENERAL SUPPORTPCSANTA BARBARA, CA, US$5,000
Paid GrantDIRECT RELIEFGENERAL SUPPORTPCSANTA BARBARA, CA, US$5,000
Paid GrantEASY LIFT TRANSPORTATIONGENERAL SUPPORTPCGOLETA, CA, US$5,000
Paid GrantEVANS SCHOLARS FOUNDATIONGENERAL SUPPORTPCGOLF, IL, US$5,000
Paid GrantOTTAWA HILLS SCHOOLS FOUNDATIONGENERAL SUPPORTPCOTTAWA HILLS, OH, US$5,000
Paid GrantPERRYSBURG ROTARY SERVICE FOUNDATIONGENERAL SUPPORTPCPERRYSBURG, OH, US$5,000
Paid GrantSANATA BARBARA NEIGHBORHOOD CLINICSGENERAL SUPPORTPCSANTA BARBARA, CA, US$5,000
Paid GrantST ANNE'S EPISCOPAL SCHOOLGENERAL SUPPORTPCDENVER, CO, US$5,000
Paid GrantUNIVERSITY OF MICHIGANGENERAL SUPPORTPCANN ARBOR, MI, US$5,000
Paid GrantVNA HEALTH FOUNDATIONGENERAL SUPPORTPCSANTA ANA, CA, US$5,000
Paid GrantWESTMONT COLLEGE MUSEUM OF ARTGENERAL SUPPORTPCSANTA BARBARA, CA, US$5,000
Paid GrantTOLEDO SYMPHONYGENERAL SUPPORTPCTOLEDO, OH, US$4,500
Paid GrantST FRANCIS DESALES HIGH SCHOOLGENERAL SUPPORTPCTOLEDO, OH, US$3,500
Paid GrantBAY HARBOR FOUNDATIONGENERAL SUPPORTPCBAY HARBOR, MI, US$2,500
Paid GrantDEFIANCE COLLEGEGENERAL SUPPORTPCDEFIANCE, OH, US$2,500
Paid GrantFOOD BANK OF SANTA BARBARA COUNTYGENERAL SUPPORTPCSANTA BARBARA, CA, US$2,500
Paid GrantGREAT LAKES CENTER FOR THE ARTSGENERAL SUPPORTPCBAY HARBOR, MI, US$2,500
Paid GrantLOURDES COLLEGEGENERAL SUPPORTPCSYLVANIA, OH, US$2,500
Paid GrantMONTECITO COMMUNITY FOUNDATIONGENERAL SUPPORTPCSANTA BARBARA, CA, US$2,500
Paid GrantSANTA BARBARA BUCKET BRIGADEGENERAL SUPPORTPCSANTA BARBARA, CA, US$2,500
Paid GrantSANTA BARBARA CITY COLLEGEGENERAL SUPPORTPCSANTA BARBARA, CA, US$2,500
Paid GrantSCHOLARSHIP FOUNDATION OF SANTA BARBARAGENERAL SUPPORTPCSANTA BARBARA, CA, US$2,500
Paid GrantSPECIAL OLYMPICS OF SANTA BARBARAGENERAL SUPPORTPCGOLETA, CA, US$2,500
Paid GrantTHE GRANADA THEATREGENERAL SUPPORTPCSANTA BARBARA, CA, US$2,500
Paid GrantUC REGENTSGENERAL SUPPORTPCSANTA BARBARA, CA, US$2,500
Paid GrantUNITED WAY OF SANTA BARBARAGENERAL SUPPORTPCSANTA BARBARA, CA, US$2,500
Paid GrantWOMEN'S FUND OF SANTA BARBARAGENERAL SUPPORTPCSANTA BARBARA, CA, US$2,500
Paid GrantSANTA BARBARA FOUNDATIONGENERAL SUPPORTPCSANTA BARBARA, CA, US$2,000
Paid GrantSTANFORD UNIVERSITYGENERAL SUPPORTPCSTANFORD, CA, US$2,000
Paid GrantBRYAN AREA FOUNDATIONGENERAL SUPPORTPFBRYAN, OH, US$1,500
Paid GrantGOOD GRIEF OF NORTHWEST OHIOGENERAL SUPPORTPCHOLLAND, OH, US$1,500
Paid GrantBAY HARBOR CHURCHGENERAL SUPPORTPCBAY HARBOR, MI, US$1,000
Paid GrantBISHOP GARCIA DIEGO HIGH SCHOOLGENERAL SUPPORTPCSANTA BARBARA, CA, US$1,000
Paid GrantBOYS & GIRLS CLUB OF TOLEDOGENERAL SUPPORTPCTOLEDO, OH, US$1,000
Paid GrantDOWN SYNDROME ASSOCIATION OF SANTA BARBARA COUNTYGENERAL SUPPORTPCGOLETA, CA, US$1,000
Paid GrantDUKE UNIVERSITYGENERAL SUPPORTPCDURHAM, NC, US$1,000
Paid GrantEPWORTH UNITED METHODIST CHURCHGENERAL SUPPORTPCTOLEDO, OH, US$1,000
Paid GrantGOVERNMENT ACCOUNTABILITY INSTITUTEGENERAL SUPPORTPCTALLAHASSEE, FL, US$1,000
Paid GrantHILLSIDE HOUSEGENERAL SUPPORTPCSANTA BARBARA, CA, US$1,000
Paid GrantJUNIOR ACHIEVEMENT OF NORTHWEST OHIOGENERAL SUPPORTPCTOLEDO, OH, US$1,000
Paid GrantNATIONAL DOWN SYNDROME SOCIETYGENERAL SUPPORTPCNEW YORK, NY, US$1,000
Paid GrantOHIO NORTHERN UNIVERSITYGENERAL SUPPORTPCADA, OH, US$1,000
Paid GrantSANSUM CLINIC FOUNDATIONGENERAL SUPPORTPCSANTA BARBARA, CA, US$1,000
Paid GrantST JOHN'S HEALTH CENTER FOUNDATIONGENERAL SUPPORTPCSANTA MONICA, CA, US$1,000
Paid GrantTOLEDO ZOO & AQUARIUMGENERAL SUPPORTPCTOLEDO, OH, US$1,000
Paid GrantUNITED METHODIST COMMITTEEGENERAL SUPPORTPCNEW YORK, NY, US$1,000
Paid GrantUS TOGETHERGENERAL SUPPORTPCTOLEDO, OH, US$1,000
Paid GrantYOUNG AMERICA'S FOUNDATIONGENERAL SUPPORTPCSANTA BARBARA, CA, US$1,000
Paid GrantRONALD MCDONALD HOUSEGENERAL SUPPORTPCWASHINGTON, DC, US$550
Paid GrantBUTLER UNIVERSITYGENERAL SUPPORTPCINDIANAPOLIS, IN, US$500
Paid GrantCLEVELAND BALLETGENERAL SUPPORTPCCLEVELAND, OH, US$500
Paid GrantDEPAUW UNIVERSITYGENERAL SUPPORTPCGREENCASTLE, IN, US$500
Paid GrantEASTERSEALS ARKANSASGENERAL SUPPORTPCLITTLE ROCK, AR, US$500
Paid GrantFEEDING AMERICAGENERAL SUPPORTPCCHICAGO, IL, US$500
Paid GrantKAPPA ALPHA THETA FOUNDATIONGENERAL SUPPORTPCINDIANAPOLIS, IN, US$500
Paid GrantMOM'S HOUSEGENERAL SUPPORTPCTOLEDO, OH, US$500
Paid GrantN STREET VILLAGEGENERAL SUPPORTPCNW WASHINGTON, DC, US$500
Paid GrantSEW HOPEGENERAL SUPPORTPCTOLEDO, OH, US$500
Paid GrantST GEORGE ORTHODOX CATHEDRALGENERAL SUPPORTPCMONCLOVA, OH, US$500
Paid GrantST JUDE'S CHILDREN'S RESEARCH HOSPITALGENERAL SUPPORTPCROYAL OAK, MI, US$500
Paid GrantTOYS FOR TOTS FOUNDATIONGENERAL SUPPORTPCTRIANGLE, VA, US$500
Paid GrantTREVOR PROJECTGENERAL SUPPORTPCWEST HOLLYWOOD, CA, US$500
Paid GrantWOUNDED WARROIRSGENERAL SUPPORTPCSAN DIEGO, CA, US$500
Paid GrantSPECIAL OLYMPICS OF COLUMBIAGENERAL SUPPORTPCIRMO, SC, US$350
Paid GrantWESTERN RIVERS CONSERVANCYGENERAL SUPPORTPCPORTLAND, OR, US$100
Filing and Contact Details

Filer

Filer Name
George Isaac Foundation
EIN
34-1724575
Phone
4196544150
Address
2580 UNDERHILL RD, TOLEDO, OH 43615

Signing Officer

Name
Lynn a Isacc
Title
President
Phone
4196544150
Signed
2023-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Cliftonlarsonallen Llp
Address
1785 INDIAN WOOD CIRCLE, MAUMEE, OH 43537
Preparer
Kevin M Gilmore CPA Cva
Phone
4197942000
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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
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ExplnOfNonFilingWithAGStmt/ExplanationTxt0PURSUANT TO THE RULES ESTABLISHED BY THE STATE OF OHIO'S OFFICE OF THE ATTORNEY GENERAL, THE FOUNDATION HAS COMPLIED WITH THE ONLINE SUBMISSION OF THE ANNUAL FINANCIAL REPORT TO THE STATE OF THE OHIO'S ATTORNEY GENERAL OFFICE IN LIEU OF A COPY OF THE FEDERAL FORM 990.
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3721515
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt37316678
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3747915
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3751268
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3761634
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3772134
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3781611
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3791849
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3802485
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt38110135
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3822175

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.07$0.00$9.07$0.86$0.51$0.35
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.72$0.00$8.72$1.25$0.52$0.73
2022Detailed filing. Detailed filing data is available for this year.$8.05$0.00$8.05$0.07$0.46$0.53
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.57$0.00$8.57$2.58$0.53$2.05
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.53$0.00$6.53$4.35$0.20$4.15
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.52$0.00$3.52$0.15$0.20$0.05
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.57$0.00$3.57$0.17$0.21$0.04
2017Detailed filing. Detailed filing data is available for this year.$3.61$0.00$3.61$0.14$0.18$0.04
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.65$0.00$3.65$0.11$0.14$0.02
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.67$0.00$3.67$0.59$0.22$0.37
2014Detailed filing. Detailed filing data is available for this year.$3.30$0.00$3.30$0.84$0.21$0.62
2013Detailed filing. Detailed filing data is available for this year.$2.68$0.00$2.68$0.40$0.08$0.32
2012Detailed filing. Detailed filing data is available for this year.$2.35$0.00$2.35$0.05
2011Detailed filing. Detailed filing data is available for this year.$2.32$0.00$2.32$0.15
2010Detailed filing. Detailed filing data is available for this year.$2.27$0.00$2.27$0.16