THE FERNANDINA BEACH HIGH SCHOOL FOUNDATION INC (EIN 592844098) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1988

Legal Domicile

Principal Officer

STEPHANIE LUNT

Phone

9047533161

Tax Period

2023-01-01 to 2023-12-31

THE FERNANDINA BEACH HIGH SCHOOL FOUNDATION INC, founded in 1988, is a small nonprofit that reported $133K in total revenue in fiscal year 2023. The organization ran a surplus of $24K, a strong 18% operating margin.

Mission

TO SUPPORT EDUCATION AT FERNANDINA BEACH HIGH SCHOOL

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $25,863

Program Service Revenue $0

Investment Income $30,612

Other Revenue $76,280

TOTAL REVENUE $132,755

Expense Breakdown

Grants Paid $73,223

Salaries & Benefits $0

Fundraising Expenses $4,133

Program Expenses $101,080

Other Expenses $35,165

TOTAL EXPENSES $108,388

Year-over-Year Comparison

	2023	2022	Change
Revenue	$132,755	$139,355	0.0%
Expenses	$108,388	$99,132	+0.1%
Net Income	$24,367	$40,223	-0.4%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JON LASSERRE	HONORARY MEMBER	2.00	Director	$0	$0	$0
CHRIS WEBBER	HONORARY MEMBER	2.00	Director	$0	$0	$0
RANDY BELL	PAST PRESIDENT	2.00	Director	$0	$0	$0
LISA BOURQUIN	TRUSTEE	2.00	Director	$0	$0	$0
RLARAE BROWN	TRUSTEE	2.00	Director	$0	$0	$0
MATT ENTRIKEN	TRUSTEE	2.00	Director	$0	$0	$0
BRIAN FLICK	TRUSTEE	2.00	Director	$0	$0	$0
NICK GILLETTE	TRUSTEE	2.00	Director	$0	$0	$0
MARK HOMANS	TRUSTEE	2.00	Director	$0	$0	$0
STEPHEN JOHNS	TRUSTEE	2.00	Director	$0	$0	$0
JENNIFER LASSERRE	TRUSTEE	2.00	Director	$0	$0	$0
AGNES LYDEN	TRUSTEE	2.00	Director	$0	$0	$0
MATT MILLAR	TRUSTEE	2.00	Director	$0	$0	$0
ROGER MORENC	TRUSTEE	2.00	Director	$0	$0	$0
BRANDI PERKINS	TRUSTEE	2.00	Director	$0	$0	$0
ANGELA PIERSON	TRUSTEE	2.00	Director	$0	$0	$0
RHETT ROGERS	TRUSTEE	2.00	Director	$0	$0	$0
MICHELLE VALLE	TRUSTEE	2.00	Director	$0	$0	$0
AMY WILKING	TRUSTEE	2.00	Director	$0	$0	$0
SHAUN WOLESHIN	TRUSTEE	2.00	Director	$0	$0	$0
STEPHANIE LUNT	PRESIDENT	2.00	Officer	$0	$0	$0
JOSHUA MATTOX	VICE-PRESIDENT	2.00	Officer	$0	$0	$0
MARISSA CHENOWETH	TREASURER	2.00	Officer	$0	$0	$0
EMILY PATILLO	SECRETARY	2.00	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
2024	No data	No data	No data	No data
2023	$132,755	$108,388	$1,470,959	$24,367
2022	$139,355	$99,132	$1,290,534	$40,223
2021	$97,397	$130,216	$1,495,529	$-32,819
2020	$115,671	$63,811	$586,376	$51,860
2019	$155,545	$92,137	$529,415	$63,408
2018	$99,389	$66,778	$1,024,465	$32,611

THE FERNANDINA BEACH HIGH SCHOOL FOUNDATION INC