Civic Intelligence

Island Foundation Inc.

990PF • Fiscal year 2014 • EIN 04-2670567

Jan 01, 2014 to Dec 31, 2014 • Filed on Mar 22, 2015

Organization Profile
589 Mill StreetMarion, MA 02738

(508) 748-2809

Siviq Scores

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

Liabilities / Assets

16th percentile

0.00x

Higher debt load relative to assets than 16% of similar nonprofits.

2014 filings • $50M-$100M nonprofits • Source year 2014

Liabilities / Revenue

25th percentile

0.09x

Higher debt load relative to revenue than 25% of similar nonprofits.

2014 filings • $50M-$100M nonprofits • Source year 2014

Net Margin

11th percentile

-13%

Higher net margin than 11% of similar nonprofits.

2014 filings • $50M-$100M nonprofits • Source year 2014

Top Officer Pay

17th percentile

$115,000

Higher top officer pay than 17% of similar nonprofits.

Top officer pay equals 3.9% of source-year revenue.

2014 filings • $50M-$100M nonprofits • Source year 2014

Asset Growth

14th percentile

-2.9%

Faster asset growth than 14% of similar nonprofits.

2014 filings • $50M-$100M nonprofits • Annualized from 2013 to 2014

Revenue Growth

6th percentile

-40%

Faster revenue growth than 6% of similar nonprofits.

2014 filings • $50M-$100M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets16th percentile

Assets

Down

$59,898,940

Down $1,816,003 (-2.9%) from 2013

Net Assets

Down

$59,621,994

Down $1,688,455 (-2.8%) from 2013

Liabilities

Down

$276,946

Down $127,548 (-32%) from 2013

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin11th percentile

Revenue

Down

$2,915,426

Down $1,911,566 (-40%) from 2013

Expenses

Up

$3,301,095

Up $116,534 (+3.7%) from 2013

Net Income

Down

-$385,669

Down $2,028,100 (-123%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth14th percentile

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

$80M$60M$40M$20M$0Assets 2010: $40,168,395Liabilities 2010: $77,666Net Assets 2010: $40,090,7292010Assets 2011: $37,120,605Liabilities 2011: $188,395Net Assets 2011: $36,932,2102011Assets 2012: $55,683,827Liabilities 2012: $211,4282012Assets 2013: $61,714,943Liabilities 2013: $404,494Net Assets 2013: $61,310,4492013Assets 2014: $59,898,940Liabilities 2014: $276,946Net Assets 2014: $59,621,9942014Assets 2015: $55,691,534Liabilities 2015: $280,9072015Assets 2019: $57,968,914Liabilities 2019: $210,3632019Assets 2020: $59,942,393Liabilities 2020: $216,058Net Assets 2020: $59,726,3352020Assets 2021: $63,151,787Liabilities 2021: $288,370Net Assets 2021: $62,863,4172021Assets 2022: $51,432,889Liabilities 2022: $107,316Net Assets 2022: $51,325,5732022Assets 2023: $55,360,223Liabilities 2023: $120,870Net Assets 2023: $55,239,3532023Assets 2024: $58,105,623Liabilities 2024: $327,456Net Assets 2024: $57,778,1672024

Highlighted filing

2014

Assets$59,898,940
Liabilities$276,946
Net Assets$59,621,994
Open 2014 Filing

Operations Trend

Revenue Growth6th percentile

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

$20M$10M$0-$10MExpenses 2010: $1,977,4472010Expenses 2011: $1,938,2372011Revenue 2012: $18,743,394Expenses 2012: $3,089,165Net Income 2012: $15,654,2292012Revenue 2013: $4,826,992Expenses 2013: $3,184,561Net Income 2013: $1,642,4312013Revenue 2014: $2,915,426Expenses 2014: $3,301,095Net Income 2014: -$385,6692014Revenue 2015: $2,936,063Expenses 2015: $3,325,050Net Income 2015: -$388,9872015Revenue 2019: $1,728,746Expenses 2019: $3,458,660Net Income 2019: -$1,729,9142019Revenue 2020: $34,015Expenses 2020: $3,109,067Net Income 2020: -$3,075,0522020Revenue 2021: $4,104,206Expenses 2021: $3,204,435Net Income 2021: $899,7712021Revenue 2022: $662,908Expenses 2022: $3,117,233Net Income 2022: -$2,454,3252022Revenue 2023: $2,119,533Expenses 2023: $3,179,035Net Income 2023: -$1,059,5022023Revenue 2024: $2,843,042Expenses 2024: $2,848,408Net Income 2024: -$5,3662024

Highlighted filing

2014

Revenue$2,915,426
Expenses$3,301,095
Net Income-$385,669
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Mar 22, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay17th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DENISE PORCHEAsst Clerk/Exec DirectoeFT$100,000$15,000$115,000
HANNAH MOOREDirectorPT$0--
DOUGLAS WATSONDirectorPT$0--
CHARLES FAYERWEATHERClerkPT$0--
KATHARINE CLARKVice PresidentPT$0--
KIM CLARKDirectorPT$0--
WILLIAM CLARKDirectorPT$0--
DAVID CLARKDirectorPT$0--
CHRISTOPHER MOOREDirectorPT$0--
MICHAEL MOOREDirectorPT$0--
OLIVER MOORETreasurerPT$0--
SAMUEL MOOREDirectorPT$0--
HANNAH NESBEDAPresidentPT$0--
JOANN WATSONDirectorPT$0--
HELEN TUPPERDirectorPT$0--
Filing and Contact Details

Filer

Filer Name
Island Foundation Inc
EIN
04-2670567
Phone
5087482809
Address
589 MILL STREET, MARION, MA 02738

Signing Officer

Name
Oliver Moore
Title
Treasurer
Phone
5087482809
Signed
2015-03-22
Discuss with paid preparer
Yes

Preparer

Firm
Gregory M Eliasen CPA Pc
Address
271 MAIN STREET, STONEHAM, MA 02180
Phone
7814383700
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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/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0101
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IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt01391
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt01391
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt01123954
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt02849781
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt013653
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt01517
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt015170
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt061496
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt06833
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt068329
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt029533
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt03282
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt032815
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt04560
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt028951
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt033511
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt080328
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt08915
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt089153
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt012056
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt01340
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt015838
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt08003
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt03271395
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt065645
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt03301095
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt02915426
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt02915426
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt08003
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0309955
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt065645
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0386655
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt012130
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt012830
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0211976
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt156216
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt23521467
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt073674
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-1796
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt21052076
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt073674
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-1796
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt21052076
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0285650
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt154420
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt24573543
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0CHARLES SCHWAB 78812090 LONG TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CHARLES SCHWAB 46486556 SHORT TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2CHARLES SCHWAB 46486556 LONG TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt01123954
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0-1796
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-385669
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt01302786
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt060924780
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt061310449
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt059621994
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt02960590
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt02960590
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt02960590
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt02989088
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt028498
IRS990PF/DistributableAmountGrp/TotalTaxAmt028498
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt07130
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt095240
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt028498
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt066742
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt059612
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt028498
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt028498
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt095240
IRS990PF/FMVAssetsEOYAmt059898940
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt024295
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt022996
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableBOYAmt0152000
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableEOYAmt0105000
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt0162593
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt0332423
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt0155495
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt0169830
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt0169830
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt066742
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt066742
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt061290982
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt059262807
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt059262807
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt0228199
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt0148950
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0268466
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0399561
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0399561
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt061714943
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt059898940
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt059898940
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt0404494
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt0276946
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt061714943
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt059898940
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt061310449
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt059621994
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt061310449
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt059621994
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt060692139
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt014720
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt060677419
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0910382
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt02989088
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt059781757
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt060692139
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00

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Filings

Displayed year

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

Open filing
Assets
$59,898,940
Liabilities
$276,946
Net assets
$59,621,994
Revenue
$2,915,426
Expenses
$3,301,095
Net income
-$385,669
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$58.1$0.33$57.8$2.84$2.85$0.01
2023Detailed filing. Detailed filing data is available for this year.$55.4$0.12$55.2$2.12$3.18$1.06
2022Detailed filing. Detailed filing data is available for this year.$51.4$0.11$51.3$0.66$3.12$2.45
2021Detailed filing. Detailed filing data is available for this year.$63.2$0.29$62.9$4.10$3.20$0.90
2020Detailed filing. Detailed filing data is available for this year.$59.9$0.22$59.7$0.03$3.11$3.08
2019Summary only. Only limited summary data is available for this year.$58.0$0.21$1.73$3.46$1.73
2015Summary only. Only limited summary data is available for this year.$55.7$0.28$2.94$3.33$0.39
2014Detailed filing. Detailed filing data is available for this year.$59.9$0.28$59.6$2.92$3.30$0.39
2013Detailed filing. Detailed filing data is available for this year.$61.7$0.40$61.3$4.83$3.18$1.64
2012Summary only. Only limited summary data is available for this year.$55.7$0.21$18.7$3.09$15.7
2011Detailed filing. Detailed filing data is available for this year.$37.1$0.19$36.9$1.94
2010Detailed filing. Detailed filing data is available for this year.$40.2$0.08$40.1$1.98