ISLES COMMUNITY FOUNDATION INC

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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

2001

Legal Domicile

Principal Officer

SEAN JACKSON

Phone

6093414700

Tax Period

2023-01-01 to 2023-12-31

Mission

THE FOUNDATION ACTS AS A SUPPORTING ORGANIZATION FOR ISLES, INC. AS DESCRIBED IN SECTION 509 (A)(3) OF THE INTERNAL REVENUE CODE. THE FOUNDATION MANAGES THE INVESTMENT ACTIVITES OF ISLES, INC.

Program Service Accomplishments

Program 1

Expenses: $1,489

MANAGEMENT OF THE INVESTMENT ACTIVITIES OF ISLES, INC.

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $0

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,489

Other Expenses $1,489

TOTAL EXPENSES $1,489

Year-over-Year Comparison

	2023	2022	Change
Revenue	N/A	$1,250	-1.0%
Expenses	$1,489	$31	+47.0%
Net Income	N/A	$1,219	N/A

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

N/A

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

$570,717

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KAREN MCGUINNESS	VICE PRESIDENT	0.50	Officer Director	$0	$0	$0
GARY GRAY	SECRETARY	0.50	Officer Director	$0	$0	$0
RICHARD SIMKUS	TRUSTEE	0.50	Director	$0	$0	$0
SEAN JACKSON	CHAIRMAN AND PRESIDENT	1.00	Officer	$0	$14,396	$149,412
JOHN HART	TREASURER	1.00	Officer	$0	$20,039	$139,882
MARTIN JOHNSON	FOUNDER/ ADVISOR	0.50	Officer	$0	$13,481	$73,260
MICHAEL NORDQUIST	MANAGING DIRECTOR	0.50	Officer	$0	$9,756	$100,981
PETER ROSE	MANAGING DIRECTOR	0.50	Officer	$0	$17,499	$107,182

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	No data	$1,489	$2,702,499	No data
2022	$1,250	$31	$2,703,988	$1,219
2021	No data	$33	$2,702,769	No data
2020	No data	$56	$2,702,802	No data
2019	No data	$30	$2,702,858	No data
2018	No data	No data	$2,702,888	No data