ISLANDWOOD (EIN 311654076) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1999

Legal Domicile

Principal Officer

MEGAN KARCH

Phone

2068554300

Tax Period

2024-07-01 to 2025-06-30

ISLANDWOOD, founded in 1999, is a mid-sized nonprofit in the Environment sector that reported $13.3M in total revenue in fiscal year 2024. Revenue surged 41% from the prior year, signaling strong growth momentum. Expenses of $12.2M left a modest 8% surplus.

Mission

TO PROVIDE EXCEPTIONAL LEARNING EXPERIENCES & INSPIRE LIFELONG ENVIRONMENTAL & COMMUNITY STEWARDSHIP

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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%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $5,888,294

Program Service Revenue $4,794,626

Investment Income $1,030,446

Other Revenue $1,549,668

TOTAL REVENUE $13,263,034

Expense Breakdown

Grants Paid $226,065

Salaries & Benefits $7,146,494

Fundraising Expenses $1,770,392

Program Expenses $9,341,827

Other Expenses $4,836,122

TOTAL EXPENSES $12,208,681

Year-over-Year Comparison

	2024	2023	Change
Revenue	$13,263,034	$9,430,727	+0.4%
Expenses	$12,208,681	$11,408,286	+0.1%
Net Income	$1,054,353	$-1,977,559	-1.5%

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

Governance

Voting Members

Independent Members

Employees

204

Volunteers

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

$350,537

Total Directors

Key Employees

$170,308

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ELLIE FIELDS	CHAIR	2.00	Officer Director	$0	$0	$0
LESLIE GORDON	TREASURER	2.00	Officer Director	$0	$0	$0
AUDREY HABERMAN	SECRETARY	2.00	Officer Director	$0	$0	$0
CHASTITY MALATESTA	CHAIR ELECT	2.00	Officer Director	$0	$0	$0
DAVID GOLDBERG	VICE PRESIDENT AT LARGE	2.00	Officer Director	$0	$0	$0
MARGUERITE KONDRACKE	VICE PRESIDENT AT LARGE	2.00	Officer Director	$0	$0	$0
LAURA CLISE	DIRECTOR	2.00	Director	$0	$0	$0
ALLISON DAVY	DIRECTOR	2.00	Director	$0	$0	$0
LOIS HARTMAN	DIRECTOR	2.00	Director	$0	$0	$0
DR DAN MEYER	DIRECTOR	2.00	Director	$0	$0	$0
SARA MOOREHEAD	DIRECTOR	2.00	Director	$0	$0	$0
BEN NIMMERGUT	DIRECTOR	2.00	Director	$0	$0	$0
JAMES OPPENHEIMER	DIRECTOR	2.00	Director	$0	$0	$0
SARA OTEPKA	DIRECTOR	2.00	Director	$0	$0	$0
STACEY STURGESS	DIRECTOR	2.00	Director	$0	$0	$0
KELVIN WASHINGTON JR	DIRECTOR	2.00	Director	$0	$0	$0
DAVID WU	DIRECTOR	2.00	Director	$0	$0	$0
BISI AKINOLA	DIRECTOR THRU 06/25	2.00	Director	$0	$0	$0
SKYLER BROWN	DIRECTOR THRU 06/25	2.00	Director	$0	$0	$0
FRED KLEISNER	DIRECTOR THRU 06/25	2.00	Director	$0	$0	$0
MEGAN KARCH	CEO	40.00	Officer	$249,520	$17,651	$267,171
KATHY KALSTRUP	COO	40.00	Officer	$77,043	$6,323	$83,366
JENNIFER KIM	VP OF PHILANTHROPY	40.00	Key Emp	$152,522	$17,786	$170,308
DARREN KERBS	DIRECTOR OF PHILANTHROPY	40.00	Highest	$113,947	$16,075	$130,022
ELIZABETH BARNICK	DIRECTOR OF PEOPLE & CULTURE	40.00	Highest	$116,583	$5,462	$122,045
JAMES WHITE	DIRECTOR OF FOOD & BEVERAGE	40.00	Highest	$104,536	$15,858	$120,394
AMANDA AUGER	DIRECTOR OF FINANCE	40.00	Highest	$115,401	$4,154	$119,555
ALISON DAWSON	SR. PHILANTHROPY OFFICER	40.00	Highest	$105,490	$4,015	$109,505

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
2025	$13,263,034	$12,208,681	$50,781,998	$1,054,353
2024	$9,430,727	$11,408,286	$48,277,800	$-1,977,559
2023	$9,533,686	$10,850,928	$49,349,403	$-1,317,242
2022	$9,580,029	$9,187,334	$49,374,081	$392,695
2021	$6,015,327	$6,347,432	$52,850,323	$-332,105
2020	$6,123,638	$8,499,759	$50,540,724	$-2,376,121
2019	$8,598,566	$9,993,710	$52,469,303	$-1,395,144
2018	$9,733,721	$10,230,827	$53,742,546	$-497,106

ISLANDWOOD