Civic Intelligence

Phil and Milla Isaacson Charitable Foundation

990PF • Fiscal year 2017 • EIN 46-4345795

Jan 01, 2017 to Dec 31, 2017 • Filed on Jun 06, 2018

Organization Profile
50 S 6th St No 1500Minneapolis, MN 55402-1498

(952) 474-3031

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

53rd percentile

4.1%

Higher net margin than 53% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

51st percentile

1.6%

Faster asset growth than 51% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

99th percentile

1211%

Faster revenue growth than 99% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$216,462

Up $3,343 (+1.6%) from 2016

Net Assets

Up

$216,462

Up $3,343 (+1.6%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin53rd percentile

Revenue

Up

$33,061

Up $30,539 (+1211%) from 2016

Expenses

Up

$31,711

Up $5,711 (+22%) from 2016

Net Income

Up

$1,350

Up $24,828 (+106%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth51st percentile

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

$800K$600K$400K$200K$0Assets 2013: $613,140Liabilities 2013: $02013Assets 2014: $398,955Liabilities 2014: $02014Assets 2015: $302,483Liabilities 2015: $0Net Assets 2015: $302,4832015Assets 2016: $213,119Liabilities 2016: $0Net Assets 2016: $213,1192016Assets 2017: $216,462Liabilities 2017: $0Net Assets 2017: $216,4622017Assets 2018: $191,164Liabilities 2018: $0Net Assets 2018: $191,1642018Assets 2019: $652,750Liabilities 2019: $20,000Net Assets 2019: $632,7502019Assets 2020: $536,741Liabilities 2020: $0Net Assets 2020: $536,7412020Assets 2021: $356,339Liabilities 2021: $0Net Assets 2021: $356,3392021Assets 2022: $248,409Liabilities 2022: $0Net Assets 2022: $248,4092022Assets 2023: $249,238Liabilities 2023: $0Net Assets 2023: $249,2382023Assets 2024: $260,248Liabilities 2024: $0Net Assets 2024: $260,2482024

Highlighted filing

2017

Assets$216,462
Liabilities$0
Net Assets$216,462
Open 2017 Filing

Operations Trend

Revenue Growth99th percentile

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

$800K$600K$400K$200K$0-$200KRevenue 2013: $602,621Expenses 2013: $1,500Net Income 2013: $601,1212013Revenue 2014: $4,385Expenses 2014: $40,000Net Income 2014: -$35,6152014Revenue 2015: $207,494Expenses 2015: $32,690Net Income 2015: $174,8042015Revenue 2016: $2,522Expenses 2016: $26,000Net Income 2016: -$23,4782016Revenue 2017: $33,061Expenses 2017: $31,711Net Income 2017: $1,3502017Revenue 2018: $40,092Expenses 2018: $37,058Net Income 2018: $3,0342018Revenue 2019: $441,794Expenses 2019: $20,025Net Income 2019: $421,7692019Revenue 2020: $38,643Expenses 2020: $23,572Net Income 2020: $15,0712020Revenue 2021: $9,125Expenses 2021: $39,773Net Income 2021: -$30,6482021Revenue 2022: $4,313Expenses 2022: $10,159Net Income 2022: -$5,8462022Revenue 2023: $33,878Expenses 2023: $56,346Net Income 2023: -$22,4682023Revenue 2024: $67,360Expenses 2024: $55,004Net Income 2024: $12,3562024

Highlighted filing

2017

Revenue$33,061
Expenses$31,711
Net Income$1,350
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Jun 6, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PHILIP ISAACSONDirector-$0--
LUDMILLA ISAACSONDirector-$0--
Filing and Contact Details

Filer

Filer Name
Phil and Milla Isaacson
EIN
46-4345795
Phone
9524743031
Address
50 S 6TH ST NO 1500, MINNEAPOLIS, MN 55402-1498

Signing Officer

Name
Philip Isaacson
Title
Director
Phone
9524743031
Signed
2018-06-06
Discuss with paid preparer
Yes

Preparer

Firm
Olsen Thielen & Co Ltd
Address
300 PRAIRIE CENTER DRIVE SUITE 300, EDEN PRAIRIE, MN 55344-7908
Preparer
Ryan Vettrus CPA
Phone
9529419242
Raw XML Appendix348 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.

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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1THE MINNESOTA OPERA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0480 CEDAR STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1620 NORTH FIRST STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0ST PAUL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1MINNEAPOLIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd055101
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd155401
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt027000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt010546
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt010546
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt013328
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt016381
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt015047
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0424
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt065185
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt020005
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt013328
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt016381
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt015047
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0424
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt030551
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt020005
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt065185
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt045180
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0PHILIP AND LUDMILLA ISAACSON
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt06633 HORSESHOE CURVE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0CHANHASSEN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0MN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd0553179526
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt029812
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0STATE FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MISCELLANEOUS
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt075
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt110
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01993
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0ADJUSTMENT TO FAIR MARKET VALUE
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0PHILIP LUDMILLA ISAACSON
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt06633 HORSESHOE CURVE
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0CHANHASSEN
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0MN
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd0553179526
TaxesSchedule/TaxesDetail/Amt01075
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PHILIP ISAACSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum09524743031
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-06-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PHIL AND MILLA ISAACSON
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0PHIL
ReturnHeader/Filer/EIN0464345795
ReturnHeader/Filer/PhoneNum09524743031
ReturnHeader/Filer/USAddress/AddressLine1Txt050 S 6TH ST NO 1500
ReturnHeader/Filer/USAddress/CityNm0MINNEAPOLIS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd0554021498
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0F7339322C2341C02E526558EBA35B89257BCE232
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0848F52965C9E4150FF15E08B0BF2C6C057B8FAD7
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt066.162.54.114
ReturnHeader/FilingSecurityInformation/IPDt02018-06-06
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm014:52:53
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0411360831
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0OLSEN THIELEN & CO LTD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0300 PRAIRIE CENTER DRIVE SUITE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0EDEN PRAIRIE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0553447908
ReturnHeader/PreparerPersonGrp/PhoneNum09529419242
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RYAN VETTRUS CPA
ReturnHeader/ReturnTs02018-07-17T11:24:46-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$216,462
Liabilities
$0
Net assets
$216,462
Revenue
$33,061
Expenses
$31,711
Net income
$1,350
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.60$0.00$2.60$0.67$0.55$0.12
2023Detailed filing. Detailed filing data is available for this year.$2.49$0.00$2.49$0.34$0.56$0.22
2022Detailed filing. Detailed filing data is available for this year.$2.48$0.00$2.48$0.04$0.10$0.06
2021Detailed filing. Detailed filing data is available for this year.$3.56$0.00$3.56$0.09$0.40$0.31
2020Detailed filing. Detailed filing data is available for this year.$5.37$0.00$5.37$0.39$0.24$0.15
2019Detailed filing. Detailed filing data is available for this year.$6.53$0.20$6.33$4.42$0.20$4.22
2018Detailed filing. Detailed filing data is available for this year.$1.91$0.00$1.91$0.40$0.37$0.03
2017Detailed filing. Detailed filing data is available for this year.$2.16$0.00$2.16$0.33$0.32$0.01
2016Detailed filing. Detailed filing data is available for this year.$2.13$0.00$2.13$0.03$0.26$0.23
2015Detailed filing. Detailed filing data is available for this year.$3.02$0.00$3.02$2.07$0.33$1.75
2014Summary only. Only limited summary data is available for this year.$3.99$0.00$0.04$0.40$0.36
2013Summary only. Only limited summary data is available for this year.$6.13$0.00$6.03$0.02$6.01