DAUFUSKIE ISLAND INDEPENDENT SCHOOL (EIN 921738638) - 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

2022

Legal Domicile

Principal Officer

Kimberly Lundgren

Phone

4122150062

Tax Period

2024-07-01 to 2025-06-30

DAUFUSKIE ISLAND INDEPENDENT SCHOOL, founded in 2022, is a small nonprofit in the Education sector that reported $276K in total revenue in fiscal year 2024. Revenue surged 91% from the prior year, signaling strong growth momentum. The organization ran a surplus of $50K, a strong 18% operating margin.

Mission

Provide access to education for middle school students and others in a remote location.

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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 $216,685

Program Service Revenue $59,327

Investment Income $0

Other Revenue $0

TOTAL REVENUE $276,012

Expense Breakdown

Grants Paid $27,700

Salaries & Benefits $124,612

Fundraising Expenses $10,007

Program Expenses $170,238

Other Expenses $73,916

TOTAL EXPENSES $226,228

Year-over-Year Comparison

	2024	2023	Change
Revenue	$276,012	$144,574	+0.9%
Expenses	$226,228	$129,941	+0.7%
Net Income	$49,784	$14,633	+2.4%

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

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

Total Directors

Key Employees

$55,000

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Justin Dacanay	Co-Founder/Board Member	2.00	Director	$0	$0	$0
Dr Tennille Scheriff	Principal/Teacher	29.00	Key Emp Highest	$55,000	$0	$55,000
Kimberly Lundgren	Co-Founder/Board Member/Executive Director	50.00	Director	$0	$0	$0
Robert Lesan	Legal Counsel/Board Member	1.00	Director	$0	$0	$0
Erin Quinn	Treasurer / Board Member	12.00	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
2025	$276,012	$226,228	$75,663	$49,784

DAUFUSKIE ISLAND INDEPENDENT SCHOOL