THE FLORIDA BLUEBERRY FESTIVAL 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

2010

Legal Domicile

Principal Officer

MICHAEL HEARD

Phone

3527544173

Tax Period

2018-07-01 to 2019-06-30

THE FLORIDA BLUEBERRY FESTIVAL INC, founded in 2010, is a small nonprofit that reported $362K in total revenue in fiscal year 2018. Revenue surged 945% from the prior year, signaling strong growth momentum.

Mission

WE ARE A COMMUNITY DEVELOPMENT INITIATIVE CREATED TO ATTRACT ADDITIONAL FUNDING FOR THE RURAL/ENTERPRISE ZONE AREAS WITHIN THE CITY OF KISSIMMEE FL LOCATED IN OSCEOLA COUNTY.

Program Service Accomplishments

Program 1

Expenses: $335,737 Revenue: $282,347

THE FLORIDA BLUEBERRY FESTIVAL SUCCESSFULLY PROMOTED BLUEBERRIES DURING THE FLORIDA HARVEST WHILE SUPPORTING LOCAL CHARITIES. THE FESTIVAL BROUGHT RECOGNITION TO BROOKSVILLE, A SMALL ICONIC CITY...

THE FLORIDA BLUEBERRY FESTIVAL SUCCESSFULLY PROMOTED BLUEBERRIES DURING THE FLORIDA HARVEST WHILE SUPPORTING LOCAL CHARITIES. THE FESTIVAL BROUGHT RECOGNITION TO BROOKSVILLE, A SMALL ICONIC CITY, ADDING ECONOMIC IMPACT TO THE COMMUNITY. IN ADDITION THE FESTIVAL DEVELOPED SIGNIFICANT RECOGNITION TO THE BLUEBERRY GROWERS AND THE STATE OF FLORIDA BY PROMOTING ONE OF ITS SPECIALTY CROPS.

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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 (2018)

Revenue Breakdown

Contributions & Grants $79,500

Program Service Revenue $279,695

Investment Income $2,652

Other Revenue $0

TOTAL REVENUE $361,847

Expense Breakdown

Grants Paid $4,990

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $335,737

Other Expenses $377,412

TOTAL EXPENSES $382,402

Year-over-Year Comparison

	2018	2017	Change
Revenue	$361,847	$34,617	+9.5%
Expenses	$382,402	$78,036	+3.9%
Net Income	$-20,555	$-43,419	-0.5%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LINDSAY A MORGAN	SECRETARY	20.00	Officer Director	$0	$0	$0
MICHAEL HEARD	PRESIDENT	25.00	Officer	$0	$0	$0
KEN PATTERSON	VICE PRESIDENT	0.00	Officer	$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
2019	$361,847	$382,402	$17,616	$-20,555
2019	$-7,890	$9,726	No data	$-17,616
2018	$34,617	$78,036	$38,171	$-43,419