Civic Intelligence

Isaacson Foundation

990PF • Fiscal year 2023 • EIN 93-3773993

Jan 01, 2023 to Dec 31, 2023 • Filed on Oct 17, 2024

Organization Profile
1175 Nashville PkGallatin, TN 37066

(615) 461-8780

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

29th percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Net Margin

98th percentile

99%

Higher net margin than 98% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2023

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2023

Balance Sheet
Liabilities / Assets31st percentile

Assets

$3,289,643

No earlier filing loaded for comparison.

Net Assets

$3,289,643

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin98th percentile

Revenue

$4,668,661

No earlier filing loaded for comparison.

Expenses

$25,810

No earlier filing loaded for comparison.

Net Income

$4,642,851

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$15M$10M$5.0M$0Assets 2023: $3,289,643Liabilities 2023: $0Net Assets 2023: $3,289,6432023Assets 2024: $11,785,929Liabilities 2024: $0Net Assets 2024: $11,785,9292024

Highlighted filing

2023

Assets$3,289,643
Liabilities$0
Net Assets$3,289,643
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$15M$10M$5.0M$0Revenue 2023: $4,668,661Expenses 2023: $25,810Net Income 2023: $4,642,8512023Revenue 2024: $10,872,582Expenses 2024: $2,420,170Net Income 2024: $8,452,4122024

Highlighted filing

2023

Revenue$4,668,661
Expenses$25,810
Net Income$4,642,851
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Oct 17, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Richard Allen IsaacsonTrustee-$0--
Kristine Lynn IsaacsonTrustee-$0--
Christian IsaacsonTrustee-$0--
Michael IsaacsonTrustee-$0--
Allison Lynn Isaacson BeahmTrustee-$0--
Alexander IsaacsonTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Isaacson Foundation
EIN
93-3773993
Phone
6154618780
Address
1175 Nashville Pk, Gallatin, TN 37066

Signing Officer

Name
Richard Isaacson
Title
Trustee
Phone
6154618780
Signed
2024-10-17
Discuss with paid preparer
Yes

Preparer

Firm
Aprio LLP
Address
2002 Summit Boulevard Suite 120, Atlanta, GA 30319
Preparer
Stacy Cullen
Phone
4048929651
Raw XML Appendix371 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Richard Allen Isaacson
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Kristine Lynn Isaacson
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Christian Isaacson
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Michael Isaacson
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4Allison Lynn Isaacson Beahm
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5Alexander Isaacson
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IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0Richard Allen Isaacson
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt00
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/AppliedToCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0Richard Allen Isaacson
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt1Richard Allen Isaacson
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt2Michael Isaacson
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt3Christian Isaacson
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorNum23
IRS990ScheduleB/ContributorInformationGrp/ContributorNum34
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt01175 Nashville Pike
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt11175 Nashville Pike
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt21175 Nashville Pike
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt31175 Nashville Pike
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Gallatin
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1Gallatin
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm2Gallatin
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm3Gallatin
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0TN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1TN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd2TN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd3TN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd037066
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd137066
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd237066
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd337066
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd2X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd2X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd3X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt01430189
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt11639808
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt21465393
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt324581
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum12
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum23
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt01430189
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt11630357
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt21461149
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0Securities
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc1Securities
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc2Securities
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02023-11-07
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt12023-12-28
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt22023-12-28
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01353208
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Unrealized Gain on Stock Contribution
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Office Expenses
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Information Technology
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Meetings
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt02508
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1300
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2282
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0300
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Investment Management
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0300
TaxesSchedule/TaxesDetail/Amt013445
TaxesSchedule/TaxesDetail/CategoryTxt0Payroll Taxes
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Richard Isaacson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum06154618780
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Isaacson Foundation
ReturnHeader/Filer/BusinessNameControlTxt0ISAA
ReturnHeader/Filer/EIN0933773993
ReturnHeader/Filer/PhoneNum06154618780
ReturnHeader/Filer/USAddress/AddressLine1Txt01175 Nashville Pk
ReturnHeader/Filer/USAddress/CityNm0Gallatin
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
ReturnHeader/Filer/USAddress/ZIPCd037066
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0571157523
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Aprio LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02002 Summit Boulevard Suite 120
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Atlanta
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd030319
ReturnHeader/PreparerPersonGrp/PhoneNum04048929651
ReturnHeader/PreparerPersonGrp/PreparationDt02024-10-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Stacy Cullen
ReturnHeader/ReturnTs02024-10-17T07:02:49-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,289,643
Liabilities
$0
Net assets
$3,289,643
Revenue
$4,668,661
Expenses
$25,810
Net income
$4,642,851
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$11.8$0.00$11.8$10.9$2.42$8.45
2023Detailed filing. Detailed filing data is available for this year.$3.29$0.00$3.29$4.67$0.03$4.64