Civic Intelligence

The Isabel Foundation

990PF • Fiscal year 2018 • EIN 38-2853004

Jul 01, 2017 to Jun 30, 2018 • Filed on Apr 25, 2019

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

18th percentile

0.01x

Higher debt load relative to assets than 18% of similar nonprofits.

2018 filings • $50M-$100M nonprofits • Source year 2018

Liabilities / Revenue

41st percentile

0.24x

Higher debt load relative to revenue than 41% of similar nonprofits.

2018 filings • $50M-$100M nonprofits • Source year 2018

Net Margin

23rd percentile

-1.8%

Higher net margin than 23% of similar nonprofits.

2018 filings • $50M-$100M nonprofits • Source year 2018

Top Officer Pay

14th percentile

$52,941

Higher top officer pay than 14% of similar nonprofits.

Top officer pay equals 1.7% of source-year revenue.

2018 filings • $50M-$100M nonprofits • Source year 2018

Asset Growth

93rd percentile

29%

Faster asset growth than 93% of similar nonprofits.

2018 filings • $50M-$100M nonprofits • Annualized from 2017 to 2018

Revenue Growth

20th percentile

-5.0%

Faster revenue growth than 20% of similar nonprofits.

2018 filings • $50M-$100M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets18th percentile

Assets

Up

$68,009,798

Up $15,368,867 (+29%) from 2017

Net Assets

Up

$67,263,294

Up $15,452,337 (+30%) from 2017

Liabilities

Down

$746,504

Down $83,470 (-10%) from 2017

Revenue And Expenses
Liabilities / Revenue41st percentileNet Margin23rd percentile

Revenue

Down

$3,148,371

Down $164,606 (-5.0%) from 2017

Expenses

Down

$3,203,648

Down $249,202 (-7.2%) from 2017

Net Income

Up

-$55,277

Up $84,596 (+60%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth93rd 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

2018

Assets$68,009,798
Liabilities$746,504
Net Assets$67,263,294
Open 2018 Filing

Operations Trend

Revenue Growth20th 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

2018

Revenue$3,148,371
Expenses$3,203,648
Net Income-$55,277
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Apr 25, 2019
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay14th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TIFFANY W LOVETTPresidentPT$38,333$14,608$52,941
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
2019-04-25
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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0ALPHABET INC/CA-CL C, 175.00 SHS.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1APPLE INC, 970 SHS.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2BLACKROCK INC, 575 SHS.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3CBOE GLOBAL MARKETS INC, 1500 SHS.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4CISCO SYSTEMS INC, 7300 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5CME GROUP INC, 1950 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6COCA-COLA COMPANY (THE), 5200.00 SHS.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7COSTCO WHSL CORP NEW, 950 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8DOWDUPONT INC, 2300 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9DUNKIN BRANDS GROUP INC 3500.00 SHS.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10GOLDMAN SACHS GROUP INC, 1050 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11JP MORGAN CHASE & CO, 1700 SHS.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12LOWES COS INC COM 2600.00 SHS.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13MONDELEZ INTERNATIONAL, 5150 SHS.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14NORFOLK SOUTHERN CORPORATION, 1250.00 SHS.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15PAYPAL HOLDINGS, INC 3500 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16PEPSICO, INC., 1950.00 SHS.
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20SCHLUMBERGER LIMITED, 2050.00 SHS.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21TARGA RESOURCES CORP, 3750 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22THE KRAFT HEINZ CO, 2100 SHS
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25UNITED TECHNOLOGIES CORPORATION, 1850.00 SHS.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26VAIL RESORTS INC, 375 SHS
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29VERIZON COMMUNICATIONS INC., 3600.00 SHS.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30VISA INC CLA A SHS, 1550 SHS.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31WALT DINSEY CO/THE, 1350 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32WASTE MANAGEMENT INC., 2900 SHS.
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12INSTRUCTURE INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13NEXTERA ENERGY PARTNERS 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 CAELUS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt25ANRP DEBT HOLDINGS AIV, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt26ANRP EXPRESS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt27ANRP INTERNATIONAL HOLDINGS LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt28ANRP JUPITER RESOURCES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt29ANRP TALOS ENERGY
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IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsNetInvstIncmAmt06916
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsRevAndExpnssAmt06916
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt011378960
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt0365
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IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt0365
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt01944126
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt02779088
IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLossAmt04326
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt0146
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IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt014608
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0525348
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02015-03-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12013-07-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22014-09-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32015-01-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42014-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52013-09-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62013-06-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72013-08-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82010-01-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92009-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102008-07-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112008-08-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122011-09-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132010-02-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142010-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152010-05-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162009-10-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172009-10-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182009-11-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192009-09-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202009-07-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212009-08-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222008-09-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232009-07-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242018-03-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252015-09-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262016-02-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272017-01-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282012-10-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292014-01-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302013-03-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312013-08-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322014-12-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt332013-02-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt342015-11-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt352014-03-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt362015-03-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt372014-09-03

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$68,009,798
Liabilities
$746,504
Net assets
$67,263,294
Revenue
$3,148,371
Expenses
$3,203,648
Net income
-$55,277
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