Civic Intelligence

The Island School Inc

990 • Fiscal year 2021 • EIN 65-1008401

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 11, 2021

PO Box 1090Boca Grande, FL 33921

(941) 964-8016

Siviq Scores

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

Liabilities / Assets

22nd percentile

0.00x

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

23rd percentile

0.01x

Higher debt load relative to revenue than 23% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

30th percentile

2.3%

Higher net margin than 30% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

28th percentile

0.6%

Faster asset growth than 28% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

22nd percentile

-8.0%

Faster revenue growth than 22% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Assets

Up

$3,646,774

Up $20,401 (+0.6%) from 2020

Net Assets

Up

$3,639,634

Up $20,401 (+0.6%) from 2020

Liabilities

Flat

$7,140

Flat from 2020

Revenue

Down

$1,297,923

Down $112,363 (-8.0%) from 2020

Expenses

Up

$1,267,629

Up $94,276 (+8.0%) from 2020

Net Income

Down

$30,294

Down $206,639 (-87%) from 2020

Historical Trend

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $2,980,581Liabilities 2011: $27,124Net Assets 2011: $2,953,4572011Assets 2012: $2,998,866Liabilities 2012: $14,028Net Assets 2012: $2,984,8382012Assets 2013: $2,924,185Liabilities 2013: $14,529Net Assets 2013: $2,909,6562013Assets 2014: $3,056,266Liabilities 2014: $42,294Net Assets 2014: $3,013,9722014Assets 2015: $3,104,381Liabilities 2015: $56,971Net Assets 2015: $3,047,4102015Assets 2016: $3,088,930Liabilities 2016: $16,729Net Assets 2016: $3,072,2012016Assets 2017: $3,188,456Liabilities 2017: $21,119Net Assets 2017: $3,167,3372017Assets 2018: $3,302,431Liabilities 2018: $17,808Net Assets 2018: $3,284,6232018Assets 2019: $3,400,700Liabilities 2019: $18,174Net Assets 2019: $3,382,5262019Assets 2020: $3,626,373Liabilities 2020: $7,140Net Assets 2020: $3,619,2332020Assets 2021: $3,646,774Liabilities 2021: $7,140Net Assets 2021: $3,639,6342021Assets 2022: $3,796,824Liabilities 2022: $34,432Net Assets 2022: $3,762,3922022Assets 2023: $3,608,521Liabilities 2023: $100,534Net Assets 2023: $3,507,9872023Assets 2024: $3,491,633Liabilities 2024: $376,354Net Assets 2024: $3,115,2792024Assets 2025: $3,622,782Liabilities 2025: $500,616Net Assets 2025: $3,122,1662025

Highlighted filing

2021

Assets$3,646,774
Liabilities$7,140
Net Assets$3,639,634

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $480,738Expenses 2011: $608,458Net Income 2011: -$127,7202011Revenue 2012: $726,184Expenses 2012: $694,803Net Income 2012: $31,3812012Revenue 2013: $562,191Expenses 2013: $640,594Net Income 2013: -$78,4032013Revenue 2014: $900,144Expenses 2014: $802,375Net Income 2014: $97,7692014Revenue 2015: $943,227Expenses 2015: $909,789Net Income 2015: $33,4382015Revenue 2016: $987,755Expenses 2016: $962,964Net Income 2016: $24,7912016Revenue 2017: $1,137,911Expenses 2017: $1,042,776Net Income 2017: $95,1352017Revenue 2018: $1,191,025Expenses 2018: $1,075,960Net Income 2018: $115,0652018Revenue 2019: $1,334,787Expenses 2019: $1,236,884Net Income 2019: $97,9032019Revenue 2020: $1,410,286Expenses 2020: $1,173,353Net Income 2020: $236,9332020Revenue 2021: $1,297,923Expenses 2021: $1,267,629Net Income 2021: $30,2942021Revenue 2022: $1,605,246Expenses 2022: $1,425,290Net Income 2022: $179,9562022Revenue 2023: $1,559,233Expenses 2023: $1,831,918Net Income 2023: -$272,6852023Revenue 2024: $1,730,621Expenses 2024: $2,158,175Net Income 2024: -$427,5542024Revenue 2025: $2,099,359Expenses 2025: $2,127,274Net Income 2025: -$27,9152025

Highlighted filing

2021

Revenue$1,297,923
Expenses$1,267,629
Net Income$30,294
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 11, 2021
Return Version
2020v4.0
Gross Receipts
$1,297,923
Mission and Program Overview

Mission

To provide an educational program with enhanced scholastic momentum with a continuing commitment to high adademic standards and community development.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$2,061,249$2,012,032▼ $49,217
Savings and Temporary Cash Investments$1,138,599$1,141,325▲ $2,726
Cash and Non-Interest-Bearing Accounts$407,630$477,369▲ $69,739
Accounts Receivable$25$13,571▲ $13,546
Prepaid Expenses and Deferred Charges$18,870$2,477▼ $16,393
Total Assets$3,626,373$3,646,774▲ $20,401
Liabilities
Accounts Payable and Accrued Expenses$7,140$7,140→ $0
Total Liabilities$7,140$7,140→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,558,781$3,597,043▲ $38,262
Net Assets With Donor Restrictions$60,452$42,591▼ $17,861
Total Net Assets Fund Balance$3,619,233$3,639,634▲ $20,401
Total Liabilities and Net Assets / Fund Balance$3,626,373$3,646,774▲ $20,401

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$2,012,032$1,189,372$3,201,404
Compensation and Service Providers

Board Members and Trustees

NameTitle
Mary KeevilPresident
Barbara WilsonBoard Member
Christina ReecherBoard Member
Lisa ErdekianBoard Member
Liz VerneyBoard Member
Margo FreemanBoard Member
Sue HeldrichBoard Member
Donna LuttonSecretary
Francis S Branin JrTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,148,210
Program Service Revenue
$13,110
Investment Income
$19,503
Other Revenue
$117,100
All Other Contributions
$651,432
Change in Net Assets
$30,294

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,297,923
Total Revenue per Audited Statements
$1,297,923
Total Revenue per Form 990
$1,297,923
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$884,337
Other Expenses$383,292
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$625,456$93,923-$719,379
Depreciation Depletion$83,000--$83,000
Other Employee Benefits$77,024$2,394-$79,418
Office Expenses$58,759$16,097-$74,856
Fees for Services Other$72,318--$72,318
Occupancy$60,547--$60,547
Payroll Taxes$51,305$7,601-$58,906
Other Expenses$42,895--$42,895
Pension Plan Contributions$18,745$7,889-$26,634
Fees for Services Accounting-$25,734-$25,734
Insurance$3,828$13,280-$17,108
Fees for Service Investment Mgmnt Fees$6,799--$6,799
Travel$35--$35
Total Functional Expenses$1,100,711$166,918$0$1,267,629

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,267,629
Total Expenses per Audited Statements$1,267,629
Total Expenses per Form 990$1,267,629
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$117,100
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$117,100$117,100-$117,100
Total Events$117,100$117,100-$117,100
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
No
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
No
Management duties delegated
No

Governance Explanations

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

Board members review and approve form 990 before submittion.

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

During the first meeting after the annual meeting, all board members and officers are required to review the conflict of interest policy and state if there is a conflict of interest on their part.

Form 990, Page 6, Part VI, Line 19

No documents available to the public

Filing and Contact Details

Filer

Filer Name
The Island School Inc
EIN
65-1008401
Phone
9419648016
Address
PO BOX 1090, BOCA GRANDE, FL 33921

Signing Officer

Name
Francis S Branin Jr
Title
Treasurer
Phone
9419648016
Signed
2021-11-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Francis S Branin Jr
Voting Board Members
9
Independent Board Members
9
Employees
22

Preparer

Firm
Alejandra M Juffe CPA
Address
900 PINE ST STE 126, ENGLEWOOD, FL 34223-4457
Preparer
Alejandra Juffe
Phone
9414757937
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IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt01189372
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt03201404
IRS990ScheduleD/RevenueSubtotalAmt01297923
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IRS990ScheduleD/TotalExpensesPerForm990Amt01267629
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IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
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IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
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IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0THE ISLAND SCHOOL RECEIVES FINANCIAL SUPPORT FROM STATE AND LOCAL GOVERNMENTAL BODIES
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, LINE 6
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0117100
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0117100
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0117100
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0117100
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0117100
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BOARD MEMBERS REVIEW AND APPROVE FORM 990 BEFORE SUBMITTION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DURING THE FIRST MEETING AFTER THE ANNUAL MEETING, ALL BOARD MEMBERS AND OFFICERS ARE REQUIRED TO REVIEW THE CONFLICT OF INTEREST POLICY AND STATE IF THERE IS A CONFLICT OF INTEREST ON THEIR PART.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
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IRS990ScheduleR/AssetSaleToOtherOrgInd0false
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IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0THE ISLAND SCHOOL FOUNDATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0900475575
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501C
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0FL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0FUND RAISI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0PF
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0PO BOX 1505
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0BOCA GRANDE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0FL
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IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
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IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
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IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0305000
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0ACH TRANSFER
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0THE ISLAND SCHOOL FOUNDATION
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0C
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IRS990/SubjectToExcsTaxNetInvstIncInd0false
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IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt03626373
IRS990/TotalAssetsEOYAmt03646774
IRS990/TotalAssetsGrp/BOYAmt03626373
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IRS990/TotalContributionsAmt01148210
IRS990/TotalEmployeeCnt022
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0166918
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01100711
IRS990/TotalFunctionalExpensesGrp/TotalAmt01267629
IRS990/TotalGrossUBIAmt00
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IRS990/TotalLiabilitiesEOYAmt07140
IRS990/TotalLiabilitiesGrp/BOYAmt07140
IRS990/TotalLiabilitiesGrp/EOYAmt07140
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IRS990/TotalProgramServiceExpensesAmt01100711
IRS990/TotalProgramServiceRevenueAmt013110
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IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt013110
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01297923
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03646774
IRS990/TravelGrp/ProgramServicesAmt035
IRS990/TravelGrp/TotalAmt035
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IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
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IRS990/USAddress/CityNm0BOCA GRANDE
IRS990/USAddress/StateAbbreviationCd0FL
IRS990/USAddress/ZIPCd033921
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0HTTP://WWW.TISBOCAGRANDE.ORG/INDEX.HTM
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0FRANCIS S BRANIN JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09419648016
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE ISLAND SCHOOL INC
ReturnHeader/Filer/BusinessNameControlTxt0ISLA
ReturnHeader/Filer/EIN0651008401
ReturnHeader/Filer/PhoneNum09419648016
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1090
ReturnHeader/Filer/USAddress/CityNm0BOCA GRANDE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033921
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0273958690
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ALEJANDRA M JUFFE CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0900 PINE ST STE 126
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ENGLEWOOD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0342234457

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.62$0.50$3.12$2.10$2.13$0.03
2024Detailed filing. Detailed filing data is available for this year.$3.49$0.38$3.12$1.73$2.16$0.43
2023Detailed filing. Detailed filing data is available for this year.$3.61$0.10$3.51$1.56$1.83$0.27
2022Detailed filing. Detailed filing data is available for this year.$3.80$0.03$3.76$1.61$1.43$0.18
2021Detailed filing. Detailed filing data is available for this year.$3.65$0.01$3.64$1.30$1.27$0.03
2020Detailed filing. Detailed filing data is available for this year.$3.63$0.01$3.62$1.41$1.17$0.24
2019Detailed filing. Detailed filing data is available for this year.$3.40$0.02$3.38$1.33$1.24$0.10
2018Detailed filing. Detailed filing data is available for this year.$3.30$0.02$3.28$1.19$1.08$0.12
2017Detailed filing. Detailed filing data is available for this year.$3.19$0.02$3.17$1.14$1.04$0.10
2016Detailed filing. Detailed filing data is available for this year.$3.09$0.02$3.07$0.99$0.96$0.02
2015Detailed filing. Detailed filing data is available for this year.$3.10$0.06$3.05$0.94$0.91$0.03
2014Summary only. Only limited summary data is available for this year.$3.06$0.04$3.01$0.90$0.80$0.10
2013Summary only. Only limited summary data is available for this year.$2.92$0.01$2.91$0.56$0.64$0.08
2012Summary only. Only limited summary data is available for this year.$3.00$0.01$2.98$0.73$0.69$0.03
2011Summary only. Only limited summary data is available for this year.$2.98$0.03$2.95$0.48$0.61$0.13