Santa Elena Foundation (EIN 464222074) - 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

2014

Legal Domicile

Principal Officer

Andrew J Beall

Phone

9403671694

Tax Period

2019-01-01 to 2019-12-31

Santa Elena Foundation, founded in 2014, is a small nonprofit that reported $229K in total revenue in fiscal year 2019. Revenue fell 58% from the prior year — a significant decline worth monitoring. Expenses of $405K exceeded revenue, resulting in a 77% operating deficit.

Mission

The strategic vision for Santa Elena Project Foundation is to expand the knowledge of Santa Elena and other 16th Century European settlments in the area of the Port Royal Sound. The vision of the Santa Elena Foundation will be achieved via continual archeological research and through programs at a cultural interpretive center. An interim center opened in 2016 to commemorate the 450th anniversary in 2016 of European colonization near the natural harbors of the Port Royal Sound. A permanent cultural interpretive center opened in 2017. The archeological site and cultural interpretive center will be internationally recognized with broad historical and cultural appeal. The activities of the Santa Elana Foundation will make a sustained, positive contribution to the local economy.

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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 (2019)

Revenue Breakdown

Contributions & Grants $165,739

Program Service Revenue $50,045

Investment Income $2

Other Revenue $13,365

TOTAL REVENUE $229,151

Expense Breakdown

Grants Paid $0

Salaries & Benefits $86,962

Fundraising Expenses $46,874

Program Expenses $263,504

Other Expenses $317,777

TOTAL EXPENSES $404,739

Year-over-Year Comparison

	2019	2018	Change
Revenue	$229,151	$544,385	-0.6%
Expenses	$404,739	$460,472	-0.1%
Net Income	$-175,588	$83,913	-3.1%

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

N/A

Employees

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

$74,250

Total Directors

$74,250

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Megan T Morris	Executive Dir.	40.00	Officer Director	$74,250	$0	$74,250
Christopher Allen	Vice Chairman	4.00	Director	$0	$0	$0
William S Davies Jr	Director	4.00	Director	$0	$0	$0
Lawrence S Rowland	Secretary	6.00	Director	$0	$0	$0
Deborah Dykes	Director	4.00	Director	$0	$0	$0
Martha Moriarty	Director	4.00	Director	$0	$0	$0
Andrew J Beall	Chairman	40.00	Director	$0	$0	$0
Greg Dyson	Treasurer	4.00	Director	$0	$0	$0
Richard Thomas	Director	4.00	Director	$0	$0	$0
John Trask III	Director	4.00	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
2019	$229,151	$404,739	$483,983	$-175,588
2018	$544,385	$460,472	$652,749	$83,913

Santa Elena Foundation