Civic Intelligence

Isoel

990EZ • Fiscal year 2014 • EIN 46-0598286

Aug 01, 2013 to Jul 31, 2014 • Filed on Nov 17, 2014

Organization ProfileWWW.ISOEL.ORG
11805 Northcreek Pkwy No 101AKenmore, WA 98011

(206) 465-7772

Siviq Scores

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

Liabilities / Assets

79th percentile

0.14x

Higher debt load relative to assets than 79% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

65th percentile

0.01x

Higher debt load relative to revenue than 65% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

13th percentile

-27%

Higher net margin than 13% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

85th percentile

$27,168

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 20.0% of source-year revenue.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

4th percentile

-73%

Faster asset growth than 4% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

17th percentile

-29%

Faster revenue growth than 17% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets79th percentile

Assets

Down

$12,395

Down $34,244 (-73%) from 2013

Net Assets

Down

$10,615

Down $36,024 (-77%) from 2013

Liabilities

Up

$1,780

Up $1,780 from 2013

Revenue And Expenses
Liabilities / Revenue65th percentileNet Margin13th percentile

Revenue

Down

$135,544

Down $54,125 (-29%) from 2013

Expenses

Up

$171,568

Up $28,538 (+20%) from 2013

Net Income

Down

-$36,024

Down $82,663 (-177%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth4th percentile

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

$60K$40K$20K$0Assets 2013: $46,639Liabilities 2013: $0Net Assets 2013: $46,6392013Assets 2014: $12,395Liabilities 2014: $1,780Net Assets 2014: $10,6152014Assets 2015: $2,555Liabilities 2015: $0Net Assets 2015: $2,5552015

Highlighted filing

2014

Assets$12,395
Liabilities$1,780
Net Assets$10,615
Open 2014 Filing

Operations Trend

Revenue Growth17th percentile

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

$200K$100K$0-$100KRevenue 2013: $189,669Expenses 2013: $143,030Net Income 2013: $46,6392013Revenue 2014: $135,544Expenses 2014: $171,568Net Income 2014: -$36,0242014Revenue 2015: $28,307Expenses 2015: $36,367Net Income 2015: -$8,0602015

Highlighted filing

2014

Revenue$135,544
Expenses$171,568
Net Income-$36,024
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2013 to Jul 31, 2014
Signed
Nov 17, 2014
Return Version
2013v3.0
Gross Receipts
$135,544
Mission and Program Overview

Mission

Isoel is a nonprofit organization dedicated to the continuing education, development, and training of servant oriented, socially responsible entrepreneurial business leaders.

Program Services

DescriptionGrantsExpenses
ISOEL IS AN OPPORTUNITY TO LEARN HOW TO THINK ABOUT AND SEE CREATIVE BUSINESS IDEAS FROM REAL, PRACTICING ENTREPRENEURS. ISOEL IS ABOUT UNLOCKING THE UNIQUE DESIGN OF EACH ENTREPRENEUR SO THAT THEY CAN CREATE VALUE FOR THEIR COMPANY, CUSTOMERS AND COUNTRY. CLASSES ARE TAUGHT BY A TEAM OF BUSINESS PROFESSIONALS MONDAY THROUGH SATURDAY. THERE ARE SIX COURSES TAUGHT OVER THREE SEPARATE WEEKS. WE TEACH CLASSES 1 & 2 THE FIRST WEEK, AND TAKE A BREAK (GENERALLY 6 TO 8 WEEKS) AND RETURN TO TEACH CLASSES 3 & 4, FOLLOWED BY ANOTHER BREAK BEFORE THE FINAL WEEK OF CLASSES 5 & 6. AFTER THE SIX COURSES ARE COMPLETED WE HAVE A BUSINESS CONFERENCE ON THE FINAL SATURDAY OF THE LAST WEEK TO PRESENT THE BUSINESS IDEAS AND GRADUATE THE STUDENTS.$0$170,997
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JON SWEENPresidentFT$27,168-$27,168
DAVID CARLSONChief Development Officer-$18,149-$18,149
GLENN REPH JRCOOFT$18,149-$18,149
JAMES JOHNSONChairmanPT$0--
ALLEN GILBERTTreasurer-$0--
Filing and Contact Details

Filer

EIN
46-0598286
Phone
2064657772

Signing Officer

Name
Jim Johnson
Title
Chairman
Phone
2064657772
Signed
2014-11-17

Preparer

Preparer
Allen Gilbert CPA
Phone
4252506100
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: interest income. Amount: 10.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: travel. Amount: 29577. Description: payroll taxes. Amount: 31289. Description: fundraising expense. Amount: 1749. Description: office expenses. Amount: 2586. Total to form 990-ez, line 16: 65201.”

Form 990-ez, Part II, Line 26 - Other Liabilities

“Description: payroll liabilities. Beg. Of year amount: 0. End of year amount: 1780.”

Raw XML Appendix167 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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/USAddress/City0WOODINVILLE
IRS990EZ/BooksInCareOfDetail/USAddress/State0WA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode098072
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JAMES JOHNSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DAVID CARLSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JON SWEEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3GLENN REPH JR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ALLEN GILBERT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHAIRMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CHIEF DEVELOPMENT OFFICER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3COO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt065201
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0ISOEL IS A NONPROFIT ORGANIZATION DEDICATED TO THE CONTINUING EDUCATION, DEVELOPMENT, AND TRAINING OF SERVANT ORIENTED, SOCIALLY RESPONSIBLE ENTREPRENEURIAL BUSINESS LEADERS.
IRS990EZ/PrintingPublicationsPostageAmt0687
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ISOEL IS AN OPPORTUNITY TO LEARN HOW TO THINK ABOUT AND SEE CREATIVE BUSINESS IDEAS FROM REAL, PRACTICING ENTREPRENEURS. ISOEL IS ABOUT UNLOCKING THE UNIQUE DESIGN OF EACH ENTREPRENEUR SO THAT THEY CAN CREATE VALUE FOR THEIR COMPANY, CUSTOMERS AND COUNTRY. CLASSES ARE TAUGHT BY A TEAM OF BUSINESS PROFESSIONALS MONDAY THROUGH SATURDAY. THERE ARE SIX COURSES TAUGHT OVER THREE SEPARATE WEEKS. WE TEACH CLASSES 1 & 2 THE FIRST WEEK, AND TAKE A BREAK (GENERALLY 6 TO 8 WEEKS) AND RETURN TO TEACH CLASSES 3 & 4, FOLLOWED BY ANOTHER BREAK BEFORE THE FINAL WEEK OF CLASSES 5 & 6. AFTER THE SIX COURSES ARE COMPLETED WE HAVE A BUSINESS CONFERENCE ON THE FINAL SATURDAY OF THE LAST WEEK TO PRESENT THE BUSINESS IDEAS AND GRADUATE THE STUDENTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0170997
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt0104345
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt01780
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0171568
IRS990EZ/TotalProgramServiceExpensesAmt0170997
IRS990EZ/TotalRevenueAmt0135544
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.ISOEL.ORG
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt011775
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt04690
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt016465
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0135534
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0189644
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0325178
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt010
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt025
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt010
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IRS990ScheduleA/InvestmentIncomePYPct00.00010
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0325213
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 10.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: TRAVEL. AMOUNT: 29577. DESCRIPTION: PAYROLL TAXES. AMOUNT: 31289. DESCRIPTION: FUNDRAISING EXPENSE. AMOUNT: 1749. DESCRIPTION: OFFICE EXPENSES. AMOUNT: 2586. TOTAL TO FORM 990-EZ, LINE 16: 65201.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: PAYROLL LIABILITIES. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 1780.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JIM JOHNSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum02064657772
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-17
ReturnHeader/Filer/BusinessName/BusinessNameLine10ISOEL
ReturnHeader/Filer/BusinessNameControlTxt0ISOE
ReturnHeader/Filer/EIN0460598286
ReturnHeader/Filer/PhoneNum02064657772
ReturnHeader/Filer/USAddress/AddressLine1011805 NORTHCREEK PKWY NO 101A
ReturnHeader/Filer/USAddress/City0BOTHELL
ReturnHeader/Filer/USAddress/State0WA
ReturnHeader/Filer/USAddress/ZIPCode098011
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0410746749
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10CLIFTONLARSONALLEN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine103000 NORTHUP WAY SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0BELLEVUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode098004
ReturnHeader/PreparerPersonGrp/PhoneNum04252506100
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALLEN GILBERT CPA
ReturnHeader/ReturnTs02014-11-17T17:44:41-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-08-01
ReturnHeader/TaxPeriodEndDt02014-07-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,395
Liabilities
$1,780
Net assets
$10,615
Revenue
$135,544
Expenses
$171,568
Net income
-$36,024
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2015Detailed filing. Detailed filing data is available for this year.$0.03$0.00$0.03$0.28$0.36$0.08
2014Detailed filing. Detailed filing data is available for this year.$0.12$0.02$0.11$1.36$1.72$0.36
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.47$0.00$0.47$1.90$1.43$0.47