Civic Intelligence

Island Sunrise Foundation Inc

EIN 38-3351882 • Middleburg, VA

PO Box 1850Middleburg, VA 20118
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

24th percentile

0.00x

Higher debt load relative to assets than 24% of similar nonprofits.

$5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

22nd percentile

0.00x

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

$5M-$10M nonprofits • Source year 2023

Net Margin

25th percentile

-8.3%

Higher net margin than 25% of similar nonprofits.

$5M-$10M nonprofits • Source year 2023

Top Officer Pay

64th percentile

$0

Higher top officer pay than 64% of similar nonprofits.

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

$5M-$10M nonprofits • Source year 2013

Asset Growth

75th percentile

14%

Faster asset growth than 75% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

98th percentile

579%

Faster revenue growth than 98% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets24th percentile

Using 2024 Form 990PF data because the latest 2025 filing does not report standard financial totals.

Assets

Up

$8,732,984

Up $510,734 (+6.2%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

Up

$8,732,984

Up $510,734 (+6.2%) from 2023

Operations
Liabilities / Revenue22nd percentileNet Margin25th percentile

Revenue

Up

$1,386,773

Up $685,480 (+98%) from 2023

Expenses

Up

$880,918

Up $121,727 (+16%) from 2023

Net Income

Up

$505,855

Up $563,753 (+974%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth75th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$10M$5.0M$0Assets 2011: $520,740Liabilities 2011: $12011Assets 2012: $579,735Liabilities 2012: $0Net Assets 2012: $579,7352012Assets 2013: $605,962Liabilities 2013: $1Net Assets 2013: $605,9622013Assets 2014: $635,179Liabilities 2014: $1Net Assets 2014: $635,1792014Assets 2015: $597,499Liabilities 2015: $1Net Assets 2015: $597,4992015Assets 2016: $603,080Liabilities 2016: $0Net Assets 2016: $603,0802016Assets 2017: $581,294Liabilities 2017: $0Net Assets 2017: $581,2942017Assets 2018: $627,450Liabilities 2018: $0Net Assets 2018: $627,4502018Assets 2019: $1,143,189Liabilities 2019: $1Net Assets 2019: $1,143,1892019Assets 2020: $1,221,645Liabilities 2020: $1Net Assets 2020: $1,221,6452020Assets 2021: $7,803,592Liabilities 2021: $1Net Assets 2021: $7,803,5922021Assets 2022: $7,209,219Liabilities 2022: $1Net Assets 2022: $7,209,2192022Assets 2023: $8,222,250Liabilities 2023: $1Net Assets 2023: $8,222,2502023Assets 2024: $8,732,984Liabilities 2024: $0Net Assets 2024: $8,732,9842024

Latest loaded filing

2024

Assets$8,732,984
Liabilities$0
Net Assets$8,732,984
Open 2024 Filing

Operations Trend

Revenue Growth98th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.5M$1.0M$500K$0-$500K-$1.0MRevenue 2011: $22,870Expenses 2011: $79,995Net Income 2011: -$57,1252011Expenses 2012: $113,6132012Revenue 2013: $127,620Expenses 2013: $101,393Net Income 2013: $26,2272013Revenue 2014: $150,321Expenses 2014: $121,104Net Income 2014: $29,2172014Revenue 2015: $111,264Expenses 2015: $148,944Net Income 2015: -$37,6802015Revenue 2016: $146,201Expenses 2016: $140,620Net Income 2016: $5,5812016Revenue 2017: $727,766Expenses 2017: $204,703Net Income 2017: $523,0632017Revenue 2018: $201,824Expenses 2018: $155,668Net Income 2018: $46,1562018Revenue 2019: $695,795Expenses 2019: $180,056Net Income 2019: $515,7392019Revenue 2020: $499,099Expenses 2020: $217,967Net Income 2020: $281,1322020Revenue 2021: $997,979Expenses 2021: $318,508Net Income 2021: $679,4712021Revenue 2022: $103,227Expenses 2022: $706,987Net Income 2022: -$603,7602022Revenue 2023: $701,293Expenses 2023: $759,191Net Income 2023: -$57,8982023Revenue 2024: $1,386,773Expenses 2024: $880,918Net Income 2024: $505,8552024

Latest loaded filing

2024

Revenue$1,386,773
Expenses$880,918
Net Income$505,855
Open 2024 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$8.73$0.00$8.73$1.39$0.88$0.51
2023Detailed filing. Detailed filing data is available for this year.$8.22$0.00$8.22$0.70$0.76$0.06
2022Detailed filing. Detailed filing data is available for this year.$7.21$0.00$7.21$0.10$0.71$0.60
2021Detailed filing. Detailed filing data is available for this year.$7.80$0.00$7.80$1.00$0.32$0.68
2020Detailed filing. Detailed filing data is available for this year.$1.22$0.00$1.22$0.50$0.22$0.28
2019Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.70$0.18$0.52
2018Detailed filing. Detailed filing data is available for this year.$0.63$0.00$0.63$0.20$0.16$0.05
2017Detailed filing. Detailed filing data is available for this year.$0.58$0.00$0.58$0.73$0.20$0.52
2016Detailed filing. Detailed filing data is available for this year.$0.60$0.00$0.60$0.15$0.14$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.60$0.00$0.60$0.11$0.15$0.04
2014Detailed filing. Detailed filing data is available for this year.$0.64$0.00$0.64$0.15$0.12$0.03
2013Detailed filing. Detailed filing data is available for this year.$0.61$0.00$0.61$0.13$0.10$0.03
2012Detailed filing. Detailed filing data is available for this year.$0.58$0.00$0.58$0.11
2011Summary only. Only limited summary data is available for this year.$0.52$0.00$0.02$0.08$0.06
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Mar 10, 2026
Return Version
2025v4.0
Compensation and Service Providers
Top Officer Pay64th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Magalen C WebertPresidentPT$0--
James W WebertVice PresidentPT$0--
Philip S LawrenceTreasurer-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-Charitable Donation-Various, VA, US$703,500
Filing and Contact Details

Filer

Filer Name
Island Sunrise Foundation Inc
EIN
38-3351882
Phone
5406878884
Address
PO Box 1850, Middleburg, VA 20118

Signing Officer

Name
Philip S Lawrence
Title
Treasurer
Signed
2026-03-10
Discuss with paid preparer
Yes

Preparer

Firm
Birkhill Associates LLC
Address
PO BOX 1850, MIDDLEBURG, VA 20118
Preparer
Robert N Wiles
Phone
5406878884
Raw XML Appendix304 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/PersonNm0Magalen C Webert
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1James W Webert
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Philip S Lawrence
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Vice President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Treasurer
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt16521 SE Harbor Circle
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2101 Park Avenue Suite 3100
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Stuart
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Stuart
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2New York
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd034996
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd134996
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd210178
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IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0703500
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0703500
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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0101 Park Avenue Suite 3100
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0New York
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NY
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IRS990PF/StatementsRegardingActyGrp/PhoneNum02122072100
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IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0Magalen C Webert
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1James W Webert
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0703500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Charitable Donation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusCd0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0See Schedule
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0None
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IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0153773
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0549727
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0881701
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0703500
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0727928
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0549727
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Penalties and Interest
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt020
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Recoveries of Distributions
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt018000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt010664
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt189147
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Custody fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1Investment fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt010664
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt189147
TaxesSchedule/TaxesDetail/Amt016
TaxesSchedule/TaxesDetail/Amt137754
TaxesSchedule/TaxesDetail/CategoryTxt0Adjustment for Int income and Penalty
TaxesSchedule/TaxesDetail/CategoryTxt1Federal Excise Taxes - Form 990
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Philip S Lawrence
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-03-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Island Sunrise Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt0ISLA
ReturnHeader/Filer/EIN0383351882
ReturnHeader/Filer/PhoneNum05406878884
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 1850
ReturnHeader/Filer/USAddress/CityNm0Middleburg
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd020118
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0454046657
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BIRKHILL ASSOCIATES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 1850
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MIDDLEBURG
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd020118
ReturnHeader/PreparerPersonGrp/PhoneNum05406878884
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Robert N Wiles
ReturnHeader/ReturnTs02026-03-10T08:00:00-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02025-01-01
ReturnHeader/TaxPeriodEndDt02025-12-31
ReturnHeader/TaxYr02025

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