Civic Intelligence

The Isabel Foundation

990PF • Fiscal year 2017 • EIN 38-2853004

Jul 01, 2016 to Jun 30, 2017 • Filed on May 11, 2018

Organization Profile
111 East Court Street No 3DFlint, MI 48502-1649

(810) 767-0136

Siviq Scores

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

Liabilities / Assets

19th percentile

0.02x

Higher debt load relative to assets than 19% of similar nonprofits.

2017 filings • $50M-$100M nonprofits • Source year 2017

Liabilities / Revenue

40th percentile

0.25x

Higher debt load relative to revenue than 40% of similar nonprofits.

2017 filings • $50M-$100M nonprofits • Source year 2017

Net Margin

20th percentile

-4.2%

Higher net margin than 20% of similar nonprofits.

2017 filings • $50M-$100M nonprofits • Source year 2017

Top Officer Pay

14th percentile

$45,176

Higher top officer pay than 14% of similar nonprofits.

Top officer pay equals 1.4% of source-year revenue.

2017 filings • $50M-$100M nonprofits • Source year 2017

Asset Growth

20th percentile

-1.1%

Faster asset growth than 20% of similar nonprofits.

2017 filings • $50M-$100M nonprofits • Annualized from 2016 to 2017

Revenue Growth

88th percentile

51%

Faster revenue growth than 88% of similar nonprofits.

2017 filings • $50M-$100M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets19th percentile

Assets

Down

$52,640,931

Down $564,137 (-1.1%) from 2016

Net Assets

Down

$51,810,957

Down $139,873 (-0.3%) from 2016

Liabilities

Down

$829,974

Down $424,264 (-34%) from 2016

Revenue And Expenses
Liabilities / Revenue40th percentileNet Margin20th percentile

Revenue

Up

$3,312,977

Up $1,117,153 (+51%) from 2016

Expenses

Down

$3,452,850

Down $143,819 (-4.0%) from 2016

Net Income

Up

-$139,873

Up $1,260,972 (+90%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth20th percentile

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

$100M$50M$0Assets 2010: $53,284,057Liabilities 2010: $848,500Net Assets 2010: $52,435,5572010Assets 2011: $53,863,567Liabilities 2011: $527,692Net Assets 2011: $53,335,8752011Assets 2012: $53,429,491Liabilities 2012: $887,770Net Assets 2012: $52,541,7212012Assets 2013: $53,460,991Liabilities 2013: $1,256,724Net Assets 2013: $52,204,2672013Assets 2014: $54,629,130Liabilities 2014: $2,207,979Net Assets 2014: $52,421,1512014Assets 2015: $55,403,628Liabilities 2015: $2,147,753Net Assets 2015: $53,255,8752015Assets 2016: $53,205,068Liabilities 2016: $1,254,238Net Assets 2016: $51,950,8302016Assets 2017: $52,640,931Liabilities 2017: $829,974Net Assets 2017: $51,810,9572017Assets 2018: $68,009,798Liabilities 2018: $746,504Net Assets 2018: $67,263,2942018Assets 2019: $67,860,040Liabilities 2019: $599,565Net Assets 2019: $67,260,4752019Assets 2020: $63,044,783Liabilities 2020: $543,671Net Assets 2020: $62,501,1122020Assets 2021: $83,824,276Liabilities 2021: $432,020Net Assets 2021: $83,392,2562021Assets 2022: $72,323,225Liabilities 2022: $380,520Net Assets 2022: $71,942,7052022Assets 2023: $75,052,548Liabilities 2023: $1Net Assets 2023: $75,052,5482023Assets 2024: $83,250,442Liabilities 2024: $1Net Assets 2024: $83,250,4422024Assets 2025: $88,312,914Liabilities 2025: $0Net Assets 2025: $88,312,9142025

Highlighted filing

2017

Assets$52,640,931
Liabilities$829,974
Net Assets$51,810,957
Open 2017 Filing

Operations Trend

Revenue Growth88th percentile

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

$10M$5.0M$0-$5.0MExpenses 2010: $2,807,3272010Expenses 2011: $3,014,4822011Expenses 2012: $3,203,4122012Revenue 2013: $2,774,987Expenses 2013: $3,112,441Net Income 2013: -$337,4542013Revenue 2014: $3,586,847Expenses 2014: $3,369,963Net Income 2014: $216,8842014Revenue 2015: $4,776,896Expenses 2015: $3,634,172Net Income 2015: $1,142,7242015Revenue 2016: $2,195,824Expenses 2016: $3,596,669Net Income 2016: -$1,400,8452016Revenue 2017: $3,312,977Expenses 2017: $3,452,850Net Income 2017: -$139,8732017Revenue 2018: $3,148,371Expenses 2018: $3,203,648Net Income 2018: -$55,2772018Revenue 2019: $3,427,832Expenses 2019: $3,157,972Net Income 2019: $269,8602019Revenue 2020: $918,924Expenses 2020: $2,998,794Net Income 2020: -$2,079,8702020Revenue 2021: $1,795,770Expenses 2021: $2,963,770Net Income 2021: -$1,168,0002021Revenue 2022: $7,661,922Expenses 2022: $3,316,513Net Income 2022: $4,345,4092022Revenue 2023: $5,413,358Expenses 2023: $3,345,476Net Income 2023: $2,067,8822023Revenue 2024: $8,221,417Expenses 2024: $4,044,385Net Income 2024: $4,177,0322024Revenue 2025: $3,551,710Expenses 2025: $3,987,069Net Income 2025: -$435,3592025

Highlighted filing

2017

Revenue$3,312,977
Expenses$3,452,850
Net Income-$139,873
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 11, 2018
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay14th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TIFFANY W LOVETTPresidentPT$30,000$15,176$45,176
WILLIAM S WHITEVice President & Secretary-$0--
RIDGWAY H WHITETreasurer-$0--
Filing and Contact Details

Filer

Filer Name
The Isabel Foundation
EIN
38-2853004
Phone
8107670136
Address
111 EAST COURT STREET NO 3D, FLINT, MI 48502-1649

Signing Officer

Name
Ridgway H White
Title
Treasurer/trustee
Phone
8107670136
Signed
2018-05-11
Discuss with paid preparer
Yes

Preparer

Firm
Mfo Efiling Services Co
Address
111 E COURT STREET SUITE 3D, FLINT, MI 48502-1649
Preparer
Paul Valacak
Phone
8107670136
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10ELLIOTT INTERNATIONAL LIMITED
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11GOLDMAN SACHS MLP ENERGY INFASTRUCTURE FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12HG VORA SPECIAL OPPORTUNITIES FUND, LTD CLASS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13IMPACT VENTURES III, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14OTTER CREEK LONG/SHORT OPPORTUNITY FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15PERSHING SQUARE HOLDINGS LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16TRP CAPITAL PARTNERS, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17WEXFORD OFFSHORE SPECTRUM C-0000-E
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18WILLIAMS COMPANIES DEL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19YORK CREDIT OPPTN - A/8 SERIES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20APOLLO NATURAL RESOURCE PARTNERS LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt21ANRP (AIV II) LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt22ANRP (EPE AIV) LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt23ANRP APEX ENERGY/ANRP DOUBLE EAGLE ENERGY HOLDING/ANRP DE HOLDINGS AIV, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt24ANRP DEBT HOLDINGS AIV, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt25ANRP EXPRESS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt26ANRP INTERNATIONAL HOLDINGS LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt27ANRP JUPITER RESOURCES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt28ANRP TALOS ENERGY
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IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsNetInvstIncmAmt06340
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsRevAndExpnssAmt06340
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt014356945
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IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt02220
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt02320436
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt02953606
IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLossAmt03750
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt01085
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IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt050000
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt050000
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt04156
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0204827
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0208983
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt081
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt081
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IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt0759
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt015176
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubDsbrsChrtblAmt0650
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt05991
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt018760
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0192023
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt02926173
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0359371
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt03452850
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt03312977
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0359371
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0652950
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt010923
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt0435
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt011358
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02013-11-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12014-01-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22013-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32015-03-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42014-04-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52014-12-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62014-12-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72015-09-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82015-03-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92014-04-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102014-04-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112006-12-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122015-08-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132015-07-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142012-06-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152012-11-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162009-08-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172006-08-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182012-09-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192014-10-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202016-06-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212016-08-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222016-01-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232016-01-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242015-09-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252016-06-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262013-11-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272014-12-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282008-10-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292016-03-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302013-06-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312014-03-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322014-06-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt332014-12-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt342015-09-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt352008-07-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt362013-08-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt372016-02-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt382016-04-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt392016-04-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt402013-01-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt412008-03-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt422016-01-06

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$52,640,931
Liabilities
$829,974
Net assets
$51,810,957
Revenue
$3,312,977
Expenses
$3,452,850
Net income
-$139,873
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$88.3$0.00$88.3$3.55$3.99$0.44
2024Detailed filing. Detailed filing data is available for this year.$83.3$0.00$83.3$8.22$4.04$4.18
2023Detailed filing. Detailed filing data is available for this year.$75.1$0.00$75.1$5.41$3.35$2.07
2022Detailed filing. Detailed filing data is available for this year.$72.3$0.38$71.9$7.66$3.32$4.35
2021Detailed filing. Detailed filing data is available for this year.$83.8$0.43$83.4$1.80$2.96$1.17
2020Detailed filing. Detailed filing data is available for this year.$63.0$0.54$62.5$0.92$3.00$2.08
2019Detailed filing. Detailed filing data is available for this year.$67.9$0.60$67.3$3.43$3.16$0.27
2018Detailed filing. Detailed filing data is available for this year.$68.0$0.75$67.3$3.15$3.20$0.06
2017Detailed filing. Detailed filing data is available for this year.$52.6$0.83$51.8$3.31$3.45$0.14
2016Detailed filing. Detailed filing data is available for this year.$53.2$1.25$52.0$2.20$3.60$1.40
2015Detailed filing. Detailed filing data is available for this year.$55.4$2.15$53.3$4.78$3.63$1.14
2014Detailed filing. Detailed filing data is available for this year.$54.6$2.21$52.4$3.59$3.37$0.22
2013Detailed filing. Detailed filing data is available for this year.$53.5$1.26$52.2$2.77$3.11$0.34
2012Detailed filing. Detailed filing data is available for this year.$53.4$0.89$52.5$3.20
2011Detailed filing. Detailed filing data is available for this year.$53.9$0.53$53.3$3.01
2010Detailed filing. Detailed filing data is available for this year.$53.3$0.85$52.4$2.81