Civic Intelligence

The Broach School of Jax

EIN 59-2036651 • 501(c)3 • Fleming Island, FL

Profile

Full time education of 318 special needs students in grades k-12 including speech and occupational therapy.

4729 US Highway 17 Suite 201Fleming Island, FL 32003

www.broachschool.com

Siviq Scores

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

Liabilities / Assets

63rd percentile

0.15x

Higher debt load relative to assets than 63% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

57th percentile

0.12x

Higher debt load relative to revenue than 57% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

22nd percentile

-9.9%

Higher net margin than 22% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

75th percentile

$123,600

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 4.2% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Asset Growth

22nd percentile

-6.2%

Faster asset growth than 22% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

27th percentile

-6.2%

Faster revenue growth than 27% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Assets

Down

$2,211,017

Down $145,484 (-6.2%) from 2024

Liabilities

Up

$340,593

Up $62,001 (+22%) from 2024

Net Assets

Down

$1,870,424

Down $207,485 (-10.0%) from 2024

Revenue

Down

$2,908,870

Down $190,638 (-6.2%) from 2024

Expenses

Down

$3,195,876

Down $4,268 (-0.1%) from 2024

Net Income

Down

-$287,006

Down $186,370 (-185%) from 2024

Trend Graphs

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2011: $2,041,593Liabilities 2011: $935,779Net Assets 2011: $1,105,8142011Assets 2012: $1,925,953Liabilities 2012: $967,622Net Assets 2012: $958,3312012Assets 2013: $1,873,020Liabilities 2013: $866,735Net Assets 2013: $1,006,2852013Assets 2014: $2,305,994Liabilities 2014: $1,461,858Net Assets 2014: $844,1362014Assets 2015: $2,211,652Liabilities 2015: $1,303,401Net Assets 2015: $908,2512015Assets 2016: $2,392,080Liabilities 2016: $1,088,619Net Assets 2016: $1,303,4612016Assets 2017: $2,474,430Liabilities 2017: $1,020,874Net Assets 2017: $1,453,5562017Assets 2018: $2,604,425Liabilities 2018: $963,298Net Assets 2018: $1,641,1272018Assets 2019: $1,979,034Liabilities 2019: $545,401Net Assets 2019: $1,433,6332019Assets 2020: $2,048,867Liabilities 2020: $492,257Net Assets 2020: $1,556,6102020Assets 2021: $2,624,500Liabilities 2021: $438,751Net Assets 2021: $2,185,7492021Assets 2022: $2,498,423Liabilities 2022: $437,329Net Assets 2022: $2,061,0942022Assets 2023: $2,462,467Liabilities 2023: $334,747Net Assets 2023: $2,127,7202023Assets 2024: $2,356,501Liabilities 2024: $278,592Net Assets 2024: $2,077,9092024Assets 2025: $2,211,017Liabilities 2025: $340,593Net Assets 2025: $1,870,4242025

Highlighted filing

2025

Assets$2,211,017
Liabilities$340,593
Net Assets$1,870,424

Operations Trend

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

$4.0M$2.0M$0-$2.0MExpenses 2011: $2,980,4962011Expenses 2012: $2,628,3172012Expenses 2013: $2,399,9232013Revenue 2014: $1,747,045Expenses 2014: $1,909,195Net Income 2014: -$162,1502014Revenue 2015: $1,994,301Expenses 2015: $1,931,926Net Income 2015: $62,3752015Revenue 2016: $2,672,376Expenses 2016: $2,277,163Net Income 2016: $395,2132016Revenue 2017: $2,910,003Expenses 2017: $2,759,904Net Income 2017: $150,0992017Revenue 2018: $3,248,695Expenses 2018: $3,061,124Net Income 2018: $187,5712018Revenue 2019: $3,089,026Expenses 2019: $3,296,520Net Income 2019: -$207,4942019Revenue 2020: $3,595,098Expenses 2020: $3,472,121Net Income 2020: $122,9772020Revenue 2021: $3,828,451Expenses 2021: $3,239,851Net Income 2021: $588,6002021Revenue 2022: $3,217,502Expenses 2022: $3,221,509Net Income 2022: -$4,0072022Revenue 2023: $3,084,500Expenses 2023: $3,088,508Net Income 2023: -$4,0082023Revenue 2024: $3,099,508Expenses 2024: $3,200,144Net Income 2024: -$100,6362024Revenue 2025: $2,908,870Expenses 2025: $3,195,876Net Income 2025: -$287,0062025

Highlighted filing

2025

Revenue$2,908,870
Expenses$3,195,876
Net Income-$287,006

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.21$0.34$1.87$2.91$3.20$0.29
2024Detailed filing. Detailed filing data is available for this year.$2.36$0.28$2.08$3.10$3.20$0.10
2023Detailed filing. Detailed filing data is available for this year.$2.46$0.33$2.13$3.08$3.09$0.00
2022Detailed filing. Detailed filing data is available for this year.$2.50$0.44$2.06$3.22$3.22$0.00
2021Detailed filing. Detailed filing data is available for this year.$2.62$0.44$2.19$3.83$3.24$0.59
2020Detailed filing. Detailed filing data is available for this year.$2.05$0.49$1.56$3.60$3.47$0.12
2019Detailed filing. Detailed filing data is available for this year.$1.98$0.55$1.43$3.09$3.30$0.21
2018Detailed filing. Detailed filing data is available for this year.$2.60$0.96$1.64$3.25$3.06$0.19
2017Detailed filing. Detailed filing data is available for this year.$2.47$1.02$1.45$2.91$2.76$0.15
2016Detailed filing. Detailed filing data is available for this year.$2.39$1.09$1.30$2.67$2.28$0.40
2015Detailed filing. Detailed filing data is available for this year.$2.21$1.30$0.91$1.99$1.93$0.06
2014Detailed filing. Detailed filing data is available for this year.$2.31$1.46$0.84$1.75$1.91$0.16
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.87$0.87$1.01$2.40
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.93$0.97$0.96$2.63
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.04$0.94$1.11$2.98
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 6, 2025
Return Version
2024v5.0
Gross Receipts
$3,366,007
Mission and Program Overview

Mission

Full time education of 384 special needs students in grades k-12 including speech and occupational therapy.

Full time education of 299 special needs students in grades k-12 including speech and occupational therapy.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$2,077,909$1,870,424▼ $207,485
Land, Buildings, and Equipment, Net$1,467,628$1,394,339▼ $73,289
Savings and Temporary Cash Investments$732,575$711,936▼ $20,639
Cash and Non-Interest-Bearing Accounts$46,732--
Intangible Assets$9,280$4,456▼ $4,824
Other Notes and Loans Receivable, Net$6$6→ $0
Total Assets$2,356,501$2,211,017▼ $145,484
Other Assets Total$100,280$100,280→ $0
Liabilities
Mortgage Notes Payable Secured by Investment Property$255,268$196,104▼ $59,164
Unsecured Notes Loans Payable-$130,000-
Other Liabilities$23,324$14,489▼ $8,835
Total Liabilities$278,592$340,593▲ $62,001
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,077,909$1,870,424▼ $207,485
Total Liabilities and Net Assets / Fund Balance$2,356,501$2,211,017▼ $145,484

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$943,874$542,125$1,485,999
Equipment$52,328$443,721$496,049
Leasehold Improvements$283,137$138,075$421,212
Land$115,000-$115,000
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Kathryn FosterPresident/trFT$123,600$123,600
Shelley MccrayDirectorFT$60,000$60,000
Stephen MooreDirectorFT$45,000$45,000

Board Members and Trustees

NameTitle
Chuck McleodDirector
Ciro CamachoDirector
Lauren DarmDirector
Nancy UlrichDirector
Richard SchoenbeckSecretary
Kathy ShukeVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$2,884,330
Investment Income
$-7,344
Other Revenue
$31,884
Change in Net Assets
$-287,006
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,622,812
Other Expenses$1,573,064
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,276,030--$1,276,030
Occupancy$858,602$17,523-$876,125
Current Officers, Directors, Trustees, and Key Employees$105,000$123,600-$228,600
Payroll Taxes$103,037$9,222-$112,259
Insurance$76,663$25,555-$102,218
All Other Expenses$82,568$13,230-$95,798
Depreciation Depletion$81,341--$81,341
Office Expenses$16,080$12,634-$28,714
Other Expenses$21,941$3,299-$25,240
Advertising$17,860--$17,860
Interest$6,622$6,622-$13,244
Fees for Services Accounting-$10,455-$10,455
Other Employee Benefits-$5,923-$5,923
Travel$4,357--$4,357
Fees for Services Legal-$362-$362
Total Functional Expenses$2,967,451$228,425$0$3,195,876
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$3,907
Fundraising Gross Income$2,221
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Credit Cards Payable$12,026
Other Liabilities Payable$2,463
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 7A

The business of the school is managed and controlled by a board of trustees who are elected by the members of the board.

Form 990, Page 6, Part VI, Line 7B

The business of the school is managed and controlled by the board of trustees.

Form 990, Page 6, Part VI, Line 11B

Form 990 is provided to officers and directors upon request and at directors' meetings.

Form 990, Page 6, Part VI, Line 12C

Conflicts of interest are addressed in our employment handbook and at directors' meetings.

Form 990, Page 6, Part VI, Line 19

Documents are made available to the public upon written request.

Filing and Contact Details

Filer

Filer Name
The Broach School of Jax
EIN
59-2036651
Phone
9046370300
Address
4729 US HIGHWAY 17 SUITE 201, FLEMING ISLAND, FL 32003

Signing Officer

Name
Kathryn Foster
Title
President/treasurer
Phone
9046370300
Signed
2025-11-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kathryn Foster
Formed
1980
Legal Domicile
Fl
Voting Board Members
9
Independent Board Members
6
Employees
64

Preparer

Firm
The Mcinnis Company Cpas
Address
1845 EAST WEST PARKWAY UNIT 19, FLEMING ISLAND, FL 32003
Preparer
Susan B Mcinnis CPA
Phone
9046448227
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

Change in value of investments 79,521

Raw XML AppendixShowing 400 of 421 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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IRS990/OtherExpensesGrp/Desc0CONTRACT LABOR
IRS990/OtherExpensesGrp/Desc1TRANSPORTATION
IRS990/OtherExpensesGrp/Desc2STUDENT EXPENSE
IRS990/OtherExpensesGrp/Desc3TECHNOLOGY
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IRS990/OtherExpensesGrp/ProgramServicesAmt0231041
IRS990/OtherExpensesGrp/ProgramServicesAmt154162
IRS990/OtherExpensesGrp/ProgramServicesAmt232147
IRS990/OtherExpensesGrp/ProgramServicesAmt321941
IRS990/OtherExpensesGrp/TotalAmt0231041
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IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt113256
IRS990/OtherRevenueTotalAmt033570
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01276030
IRS990/OtherSalariesAndWagesGrp/TotalAmt01276030
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt06
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt06
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt09222
IRS990/PayrollTaxesGrp/ProgramServicesAmt0103037
IRS990/PayrollTaxesGrp/TotalAmt0112259
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0KATHRYN FOSTER
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt124658
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt124658
IRS990/ProgSrvcAccomActy2Grp/Desc0TRANSPORTING SPECIAL NEEDS STUDENTS TO AND FROM SCHOOL.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt054162
IRS990/ProgSrvcAccomActy3Grp/Desc0PROVIDING SPEECH AND OCCUPATIONAL THERAPY TO SPECIAL NEEDS STUDENTS IN GRADES K-12.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt09475
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IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt015055
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IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt02884330
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IRS990ScheduleD/BuildingsGrp/DepreciationAmt0542125
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IRS990ScheduleD/EquipmentGrp/BookValueAmt052328
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0443721
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0496049
IRS990ScheduleD/LandGrp/BookValueAmt0115000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0115000
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IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0138075
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0421212
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt012026
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt12463
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CREDIT CARDS PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1OTHER LIABILITIES PAYABLE
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01394339
IRS990ScheduleD/TotalLiabilityAmt014489
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
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IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
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IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0OUR NON-DISCRIMINATORY POLICY IS PUBLISHED IN ALL LITERATURE USED TO SOLICIT ALL APPLICANTS, AND IT IS WELL KNOWN THROUGHOUT THE COMMUNITY THAT WE SOLICIT STUDENTS OF ALL RACES, BACKGROUNDS, AND NEEDS.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, LINE 3
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BUSINESS OF THE SCHOOL IS MANAGED AND CONTROLLED BY A BOARD OF TRUSTEES WHO ARE ELECTED BY THE MEMBERS OF THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BUSINESS OF THE SCHOOL IS MANAGED AND CONTROLLED BY THE BOARD OF TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FORM 990 IS PROVIDED TO OFFICERS AND DIRECTORS UPON REQUEST AND AT DIRECTORS' MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CONFLICTS OF INTEREST ARE ADDRESSED IN OUR EMPLOYMENT HANDBOOK AND AT DIRECTORS' MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5CHANGE IN VALUE OF INVESTMENTS 79,521
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XI, LINE 9
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IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt02356501
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IRS990/TotalAssetsGrp/BOYAmt02356501
IRS990/TotalAssetsGrp/EOYAmt02211017
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IRS990/TotalEmployeeCnt064
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt02967451
IRS990/TotalFunctionalExpensesGrp/TotalAmt03195876
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IRS990/TotalLiabilitiesEOYAmt0340593
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IRS990/TotalProgramServiceExpensesAmt02967451
IRS990/TotalProgramServiceRevenueAmt02884330
IRS990/TotalReportableCompFromOrgAmt0228600
IRS990/TotalRevenueGrp/ExclusionAmt0-9030
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt02917900
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02908870
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02356501
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02211017
IRS990/TravelGrp/ProgramServicesAmt04357
IRS990/TravelGrp/TotalAmt04357
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt0130000
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt04729 US HWY 17 STE 201
IRS990/USAddress/CityNm0FLEMING ISLAND
IRS990/USAddress/StateAbbreviationCd0FL
IRS990/USAddress/ZIPCd032003
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0WWW.BROACHSCHOOL.COM
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KATHRYN FOSTER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT/TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09046370300
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE BROACH SCHOOL OF JAX
ReturnHeader/Filer/BusinessNameControlTxt0BROA

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