Civic Intelligence

The Isabel Foundation

990PF • Fiscal year 2019 • EIN 38-2853004

Jul 01, 2018 to Jun 30, 2019 • Filed on Apr 23, 2020

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

22nd percentile

0.01x

Higher debt load relative to assets than 22% of similar nonprofits.

2019 filings • $50M-$100M nonprofits • Source year 2019

Liabilities / Revenue

38th percentile

0.17x

Higher debt load relative to revenue than 38% of similar nonprofits.

2019 filings • $50M-$100M nonprofits • Source year 2019

Net Margin

59th percentile

7.9%

Higher net margin than 59% of similar nonprofits.

2019 filings • $50M-$100M nonprofits • Source year 2019

Top Officer Pay

17th percentile

$82,990

Higher top officer pay than 17% of similar nonprofits.

Top officer pay equals 2.4% of source-year revenue.

2019 filings • $50M-$100M nonprofits • Source year 2019

Asset Growth

26th percentile

-0.2%

Faster asset growth than 26% of similar nonprofits.

2019 filings • $50M-$100M nonprofits • Annualized from 2018 to 2019

Revenue Growth

67th percentile

8.9%

Faster revenue growth than 67% of similar nonprofits.

2019 filings • $50M-$100M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets22nd percentile

Assets

Down

$67,860,040

Down $149,758 (-0.2%) from 2018

Net Assets

Down

$67,260,475

Down $2,819 (-0.0%) from 2018

Liabilities

Down

$599,565

Down $146,939 (-20%) from 2018

Revenue And Expenses
Liabilities / Revenue38th percentileNet Margin59th percentile

Revenue

Up

$3,427,832

Up $279,461 (+8.9%) from 2018

Expenses

Down

$3,157,972

Down $45,676 (-1.4%) from 2018

Net Income

Up

$269,860

Up $325,137 (+588%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth26th 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

2019

Assets$67,860,040
Liabilities$599,565
Net Assets$67,260,475
Open 2019 Filing

Operations Trend

Revenue Growth67th 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

2019

Revenue$3,427,832
Expenses$3,157,972
Net Income$269,860
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Apr 23, 2020
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay17th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TIFFANY W LOVETTPresidentPT$70,000$12,990$82,990
WILLIAM S WHITE DECEASED 102019Vice 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
VP/trustee
Phone
8107670136
Signed
2020-04-23
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 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1APPLE INC, 970 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2BLACKROCK INC, 475 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3CBOE GLOBAL MARKETS INC, 3000 SHS
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9DUPONT DE NUMOURS INC, 766 SHS
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13MONDELEZ INTERNATIONAL, 5150 SHS
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8ELLIOTT INTERNATIONAL LIMITED
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9GOLDMAN SACHS MLP ENERGY INFASTRUCTURE FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10HG VORA SPECIAL OPPORTUNITIES FUND, LTD CLASS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11IMPACT VENTURES III, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12NEXTERA ENERGY PARTNERS LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13OTTER CREEK LONG/SHORT OPPORTUNITY FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14PERSHING SQUARE HOLDINGS LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15TRP CAPITAL PARTNERS, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16WEXFORD OFFSHORE SPECTRUM C-0000-E
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17WILLIAMS COMPANIES DEL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18YORK CREDIT OPPTN - A/8 SERIES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19APOLLO NATURAL RESOURCE PARTNERS LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20ANRP (AIV II) LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt21ANRP (EPE AIV) LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt22ANRP APEX ENERGY/ANRP DOUBLE EAGLE ENERGY HOLDING/ANRP DE HOLDINGS AIV, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt23ANRP CAELUS
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/DeprecAndDpltnRevAndExpnssAmt02590
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt01421449
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0269860
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsNetInvstIncmAmt06916
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsRevAndExpnssAmt06916
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt013692841
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt06898
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt06898
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt01999467
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt02993114
IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLossAmt04326
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt060000
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt060000
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt04211
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0168899
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0173110
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt09750
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0546394
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02015-03-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12015-03-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22014-10-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32012-09-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42015-11-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52015-03-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62015-11-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72017-08-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82017-05-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92018-09-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102012-05-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112014-12-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122017-09-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132014-12-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142014-12-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152016-04-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162016-02-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172013-08-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182013-08-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192016-05-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202014-01-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212018-01-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222018-03-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232012-08-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242011-10-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252013-12-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262011-12-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272016-05-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282006-08-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292008-09-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302008-09-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312013-09-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322013-09-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt332010-12-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt342012-12-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt352009-12-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt362012-09-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt372012-09-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt382010-09-01

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$67,860,040
Liabilities
$599,565
Net assets
$67,260,475
Revenue
$3,427,832
Expenses
$3,157,972
Net income
$269,860
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