CHARITABLE FOUNDATION OF THE ISLANDS INC

EIN: 274027791 501(c)(3) Community Improvement

SANIBEL, FL

Total Revenue
$2,986,403
Total Expenses
$1,028,709
Total Assets
$7,182,453
Net Assets
$7,182,371
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2010
Legal Domicile
FL
Principal Officer
CHARLES G ROACH
Phone
2394722223
Tax Period
2023-01-01 to 2023-12-31

CHARITABLE FOUNDATION OF THE ISLANDS INC, founded in 2010, is a community nonprofit in the Community Improvement sector that reported $3.0M in total revenue in fiscal year 2023. Revenue surged 229% from the prior year, signaling strong growth momentum. The organization ran a surplus of $2.0M, a strong 66% operating margin.

Mission

MISSION - TO PROVIDE MONETARY ASSISTANCE TO NEEDY ORGANIZATIONS AND INDIVIDUALS PRIMARILY ON THE ISLANDS OF SANIBEL AND CAPTIVA.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $2,800,486
Program Service Revenue $21,717
Investment Income $164,200
Other Revenue $0
TOTAL REVENUE $2,986,403

Expense Breakdown

Grants Paid $758,665
Salaries & Benefits $117,757
Fundraising Expenses $0
Program Expenses $941,882
Other Expenses $152,287
TOTAL EXPENSES $1,028,709

Year-over-Year Comparison

2023 2022 Change
Revenue $2,986,403 $908,198 +2.3%
Expenses $1,028,709 $949,886 +0.1%
Net Income $1,957,694 $-41,688 -48.0%
Key Indicators
✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✓ Donor Advised Fund ✓ Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
14
Independent Members
14
Employees
1
Volunteers
N/A

Governance Policies

✗ Conflict of Interest Policy
✗ Whistleblower Policy
✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
✗ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✓ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
4
$0
Total Directors
14
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
CHARLES G ROACH BOARD CHAIR N/A
Officer Director
$0 $0 $0
MELISSA CONGRESS VICE-CHAIR N/A
Officer Director
$0 $0 $0
DOUG J CONGRESS TREASURER N/A
Officer Director
$0 $0 $0
LISA RIORDAN SECRETARY N/A
Officer Director
$0 $0 $0
MIKE BENNETT DIRECTOR N/A
Director
$0 $0 $0
SUSAN S BOREN DIRECTOR N/A
Director
$0 $0 $0
BOB WIESEMANN DIRECTOR N/A
Director
$0 $0 $0
RACHEL PIERCE DIRECTOR N/A
Director
$0 $0 $0
TONY LAPI DIRECTOR N/A
Director
$0 $0 $0
TOM LIBONATE DIRECTOR N/A
Director
$0 $0 $0
JOHN MORSE DIRECTOR N/A
Director
$0 $0 $0
JEFF MUDDELL DIRECTOR N/A
Director
$0 $0 $0
JANE MAJESKI DIRECTOR N/A
Director
$0 $0 $0
ERIC PFEIFER DIRECTOR N/A
Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 No data No data No data No data
2023 $2,986,403 $1,028,709 $7,182,453 $1,957,694
2022 $908,198 $949,886 $4,515,631 $-41,688
2021 $1,822,997 $969,879 $5,501,865 $853,118
2020 $2,261,759 $376,650 $4,648,610 $1,885,109
2019 $1,179,263 $586,085 $2,761,140 $593,178
2018 $1,042,533 $461,320 $2,177,959 $581,213
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