Incarnation Catholic School
2911 Bee Ridge Road
Sarasota FL 34239
Mission
Incarnation Catholic School exists to provide an education of excellence while fostering the teaching mission of Jesus Christ to grow in faith, knowledge and love of God.
Leadership
CEO/Executive Director Dr. Ann Davis
Board Chair Mr. Ken Sons
Board Chair Affiliation Community Volunteer
General Info
Organization DBA
DBA
Incarnation Catholic School
Supported Organization Diocese of Venice
Former Names
Tax Exempt Status Public Supported Charity
Incorporation Year 1961
Awarded competitive grant from Community Foundation in the last 5 years?
State Charitable Solicitations Permit Exempt 0
State Registration 0
IRS Letter of Determination
View
Financial Summary
 
 
Projected Revenue $1,750,350.00
Projected Expenses $1,991,625.00
Other Documents
Impact Statement

Incarnation Catholic School celebrated its 50th anniversary in 2011 and the occasion was prominently featured in all its activities and functions, including a Gala attended by more than two hundred parents, alumni, community leaders, members of the Church of the Incarnation Parish, and the Bishop of the Diocese of Venice. 

A fully-accredited member of the Florida Catholic Conference, Incarnation Catholic School exceeds State of Florida Sunshine Standards of educational achievement, and student results in the Iowa Test of Basic Skills showed that Incarnation Catholic School ranked among the highest in the nation.
Needs Statement

As with all schools, we are constantly striving to provide our students with the the most relevant technology to help them succeed. We are in need of updated teaching materials, computers, and professional development opportunities for the faculty and staff.

Background Statement

The Incarnation Catholic School opened its doors for the first time in 1961.  Plans were made, money was raised, teachers and staff were hired, and a new school building welcomed 121 students.

Beginning with grades one through four, by 1965 there were eight grades and 269 pupils. In the years that followed, Incarnation Catholic School continued to grow and flourish. As it did, more teachers were added and the curriculum became more diverse and varied.
 
After an extensive fundraising campaign, a major expansion was begun and completed, including a new building, in 1993. This expansion included the addition of a computer lab, an art studio, and new administrative offices.
 
In 2008, Incarnation Catholic School was recognized as a National Blue Ribbon School of Excellence by the U.S. Department of Education, the first catholic school in Sarasota to attain that distinction.
Areas Served
Areas Served
Area
FL- Sarasota
FL- Manatee
Service Categories
Primary Org Type Education
Secondary Org Type Youth Development
Tertiary Org Type Religion- Related
Keywords
school, education, youth development, religious instruction, Catholic school
Statement from the Board Chair/Board President

The Board of Directors of Incarnation Catholic School is a vital, energetic, and zealous collection of skilled and accomplished individuals all passionately interested in supporting the mission of the teachers and staff while always putting the students at the forefront of our cares and concerns. 

By gathering committed individuals with various areas of expertise, we strive to provide a balanced and informed forum for debate and direction, all in a united effort to best enable the school to attain its goal of offering an academically excellent education of the highest quality, in a Catholic Christian setting, and embodying the principles of Jesus Christ with regard to self, family and community.
Statement from the CEO/Executive Director

The central and paramount purpose of Incarnation Catholic School is to provide an education of excellence grounded in the truths and values taught by Jesus Christ and the Catholic Church to our community of students while recognizing the unique gifts of each child. As co-educators with the family, the entire school community strives to promote in each child a sense of responsibility and respect for all humankind, while providing the skills necessary to meet the challenges of the twenty-first century. We ardently foster the teaching mission of Christ, and all who minister here strive to make God incarnate through faith, knowledge, and love.

Programs
Description Incarnation Catholic School offers a comprehensive education to pupils from kindergarten through the eighth grade, with an emphasis on reading, writing, mathematics, social studies, science and religious instruction.  With an annual budget of close to two million dollars, tuition revenues alone are not sufficient to sustain healthy operations. Fundraising events and appeals to both parents, the parish, and the community are made in order to boost revenues.
Budget $1,991,625
Category Education, General/Other Educational Programs
Program Linked to Organizational Strategy Yes
Population Served Children Only (5 - 14 years) Families
Short Term Success We expect all of our incoming eighth graders to graduate in the 2013/2014 academic year.
Long Term Success 100% of Incarnation Catholic School graduates have gone on to graduate from high school over the last five years, and more than 95% have gone on to graduate from college or other secondary education programs.
Program Success Monitoring Students are continually measured for progress and academic success through testing and teacher evaluation.
Program Success Examples 90% of our most recent eighth grade class graduated with honors.
Comments
Program Comments by Organization

The Board of Directors of Incarnation Catholic School is a vital, energetic, and zealous collection of skilled and accomplished individuals all passionately interested in supporting the mission of the teachers and staff while always putting the students at the forefront of our cares and concerns. By gathering committed individuals with various areas of expertise, we strive to provide a balanced and informed forum for debate and direction, all in a united effort to best enable the school to attain its goal of offering an academically excellent education of the highest quality, in a Catholic Christian setting, and embodying the principles of Jesus Christ with regard to self, family, and community.

Program Comments by Foundation
CEO/Executive Director
CEO/Executive Director Dr. Ann Davis
CEO Term Start July 2014
CEO/Executive Director Email adavis@incarnationschool.edu
Experience
Dr. Davis has been in Catholic education for 31 years; 10 years as a teacher and 21 years as a principal in St. Louis, MO.  She is now the principal of Incarnation Catholic School in Sarasota, FL.
 
Her degrees are the following: Ph.D. with an emphasis in Education from St. Louis University (1995) in St. Louis, MO; MA with an emphasis in Educational Administration from the University of Missouri-St. Louis (1990) in St. Louis, MO; BS with an emphasis in Elementary Education from the Quincy University (1983) in Quincy, IL.
 
Dr. Davis is a member of many professional organizations.  They include:  National Catholic Educational Association (NCEA); Association for Middle Level Education (AMLE); Association of Supervision and Curriculum Development (ASCD); Phi Delta Kappan (PDK); International Society for Technology in Education (ISTE).
 
Dr. Davis has served on many boards and committees in her previous position as principal of St. Gabriel the Archangel School in St. Louis, MO.  Here at Incarnation School she is responsible for the overall curriculum and supervision of faculty and students, school liturgy planning and preparation, confirmation preparation, and eighth grade graduation.  Dr. Davis is serving as Co-Chair of the Language Arts Curriculum
Former CEOs/Executive Directors
NameTerm
Sister Monica Paul Fraser Aug 1989 - July
Sister Helen Murphy Aug 1967 - July 1989
Senior Staff
NameTitle
Mrs. Barbara Duncan Bookkeeper
Ms. Cynthia Pflug Media Specialist/Librarian
Mrs. Carol Roane Administrator
Staff & Volunteer Statistics
Full Time Staff 26
Part Time Staff 9
Staff Retention Rate % 98
Professional Development Yes
Contractors 0
Volunteers 210
Management Reports to Board Yes
CEO/Executive Director Formal Evaluation Yes
Senior Management Formal Evaluation Yes
Non-Management Formal Evaluation Yes
Collaborations
Incarnation Catholic School is intrinsically related to, and affiliated with, the Church of the Incarnation, which is a Parish of the Catholic Diocese of Venice.
Affiliations
AffiliationYear
External Assessments and Accreditations
Assessment/AccreditationYear
Awards & Recognition
Award/RecognitionOrganizationYear
Blue Ribbon School of ExcellenceU.S. Departmment of Education2008
Risk Management Provisions
Government Licenses
Organization Licensed by the Government No
Plans
Fundraising Plan No
Communication Plan No
Strategic Plan No
Strategic Plan Years
Strategic Plan Adopted 0
Management Succession Plan No
Policies and Procedures No
Continuity of Operations Plan No
Policies
Nondiscrimination Policy No
Whistle Blower Policy No
Document Destruction Policy Yes
Directors and Officers Insurance Policy No
Comments
Management Comments by Organization
The central and paramount purpose of Incarnation Catholic School is to provide an education of excellence grounded in the truths and values taught by Jesus Christ and the Catholic Church to our community of students while recognizing the unique gifts of each child.
 
As co-educators with the family, the entire school community strives to promote in each child a sense of responsibility and respect for all humankind, while providing the vital skills necessary to meet the growing challenges of the twenty-first century. We ardently foster the teaching mission of Christ, and all who minister here strive to make God incarnate through faith, knowledge, and love.
Management Comments by Foundation
Board Chair
Board Chair Mr. Ken Sons
Company Affiliation Community Volunteer
Board Term June 2013 to June 2015
Board Chair Email ken@kensonsfilms.com
Board Members
Board Members
NameAffiliation
Mr. Terry Blagden Community Volunteer
Mrs. Maureen Bradley Community Volunteer
Dr. Ann Davis Incarnation Catholic School
Mr. Brian Kennelly Community Volunteer
Mrs. Gretchen Kennelly Community Volunteer
Father Jacek Mazur Church of the Incarnation
Mr. Dale Ream Community Volunteer
Mr. Robert Rowan Community Volunteer
Mr. Kenneth Sons Community Volunteer
Student serving on the board through Community Youth Development? No
Board Demographics - Ethnicity
African American/Black 0
Asian American/Pacific Islander 0
Caucasian 9
Hispanic/Latino 0
Native American/American Indian 0
Other 0
Board Demographics - Gender
Male 6
Female 3
Unspecified 0
Governance
Board Term Lengths 3
Board Term Limits 1
Board Orientation Yes
Number of Full Board Meetings Annually 11
Board Meeting Attendance % 87
Board Self-Evaluation Yes
Written Board Selection Criteria No
Written Conflict of Interest Policy Yes
% of Board Making Monetary Contributions 100
% of Board Making In-Kind Contributions 100
Constituency Includes Client Representation Yes
Standing Committees
Marketing
Special Events (Golf Tournament, Walk / Run, Silent Auction, Dinner / Gala)
Development / Fund Development / Fund Raising / Grant Writing / Major Gifts
Comments
Governance Comments by Organization The chief challenge for the Board of Directors of Incarnation Catholic School continues to be increasing enrollment and amplifying our presence in the Parish, in neighboring parishes, and in the community at large.
Governance Comments by Foundation
Fiscal Year Projections
Fiscal Year Begins 2015
Fiscal Year Ends 2016
Projected Revenue $1,750,350.00
Projected Expenses $1,991,625.00
Endowment Value $3,114,767.00
Endowment Spending Policy Percentage
Endowment Spending Policy % 5
Capital Campaign
In a Capital Campaign No
Campaign Purpose We have planned a renovation and transformation of the school and updates needed to take us through the next 10 years.
Campaign Goal
Campaign Dates 0 to 0
Amount Raised To Date 0 as of 0
Capital Campaign Anticipated in Next 5 Years? Yes
Historical Financial Review
Expense Allocation
Fiscal Year201420132012
Program Expense--$1,232,258$3,857,478
Administration Expense--$689,152$653,001
Fundraising Expense--$46,054$56,029
Payments to Affiliates--$0$0
Total Revenue/Total Expenses--1.010.39
Program Expense/Total Expenses--63%84%
Fundraising Expense/Contributed Revenue--4%6%
Assets and Liabilities
Fiscal Year201420132012
Total Assets$3,739,451$808,797$531,483
Current Assets$3,209,378$244,257$180,498
Long-Term Liabilities$0$0$0
Current Liabilities$56,929$77,091$76,302
Total Net Assets$3,682,522$731,706$455,181
Top Funding Sources
Fiscal Year201420132012
Top Funding Source & Dollar Amount --Tuition $638,269Tuition $556,114
Second Highest Funding Source & Dollar Amount --Foundation Support $469,643Foundation Support $488,801
Third Highest Funding Source & Dollar Amount --Fundraising $342,272Fundraising $300,391
CEO/Executive Director Compensation $75,001 - $100,000
Co-CEO/Executive Director Compensation
Tax Credits No
Solvency
Short Term Solvency
Fiscal Year201420132012
Current Ratio: Current Assets/Current Liabilities56.383.172.37
Long Term Solvency
Fiscal Year201420132012
Long-Term Liabilities/Total Assets0%0%0%
Financials Comments
Financial Comments by Organization In April of 2012, Incarnation Catholic School hired an experienced marketing and development director, whose task is to increase enrollment and acquire gifts, donations, and grants.  The school has never had a development component in the past, and we feel that this hiring is an opportunity to professionally address the challenge of balancing our budget.
Financial Comments by Foundation Financial figures were taken from the unaudited financial statements (compilations). For 2014, only the balance sheet has been provided; accordingly, no profit and loss information is reported at this time.
Nonprofit Incarnation Catholic School
Address 2911 Bee Ridge Road
Sarasota, FL 34239
Primary Phone 941 924-8588

THE COMMUNITY FOUNDATION OF SARASOTA COUNTY, INC. IS A REGISTERED 501(C)(3) NON-PROFIT CORPORATION. A COPY OF THE OFFICIAL REGISTRATION AND FINANCIAL INFORMATION MAY BE OBTAINED FROM THE DIVISION OF CONSUMER SERVICES BY CALLING TOLL-FREE WITHIN THE STATE (1-800-HELP-FLA) OR FROM THE WEBSITE: WWW.FRESHFROMFLORIDA.COM. REGISTRATION DOES NOT IMPLY ENDORSEMENT, APPROVAL, OR RECOMMENDATION BY THE STATE. ONE HUNDRED PERCENT (100%) OF EACH CONTRIBUTION IS RECEIVED BY THE COMMUNITY FOUNDATION OF SARASOTA COUNTY. REGISTRATION #SC-02471.