SAVE PONTE VEDRA BEACH 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

2017

Legal Domicile

Principal Officer

LORI MOFFETT

Phone

9177634887

Tax Period

2019-01-01 to 2019-12-31

SAVE PONTE VEDRA BEACH INC, founded in 2017, is a micro nonprofit in the Environment sector that reported $6K in total revenue in fiscal year 2019. Revenue fell 97% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $5K, a strong 82% operating margin.

Mission

RESTORE AND PRESERVE THE ENVIRONMENTALLY SENSITIVE AND SEVERELY ERODED COASTLINE OF PONTE VEDRA BEACH, FLORIDA

Program Service Accomplishments

Program 1

Expenses: $0 Revenue: $0

DURING 2018, ITS FIRST YEAR, THE ORGANIZATION WAS A CATALYST FOR AND A SIGNIFICANT PARTY IN BUILDING PUBLIC AWARENESS OF THE BEACH AND DUNES EROSION OF THE PONTE VEDRA BEACH AREA SHORE LINE. THE...

DURING 2018, ITS FIRST YEAR, THE ORGANIZATION WAS A CATALYST FOR AND A SIGNIFICANT PARTY IN BUILDING PUBLIC AWARENESS OF THE BEACH AND DUNES EROSION OF THE PONTE VEDRA BEACH AREA SHORE LINE. THE ORGANIZATION DOCUMENTED THE ISSUE AND THE IMPORTANT EFFECTS ON THE PUBLIC, RESULTING IN DECISIVE EARLY STAGE PLANS FOR BEACH RESTORATION. FOLLOWING THE BUILD UP OF PUBLIC SUPPORT ST JOHNS COUNTY HIRED A COASTAL ENGINEERING COMPANY, DEDICATED AN INITIAL AND ONGOING LONG TERM FOUNDING SOURCE TO RESTORE THE BEACH. REFURBISHMENT IS NOW EXPECTED TO BEGIN IN 2021.

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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 $6,050

Program Service Revenue $0

Investment Income $27

Other Revenue $0

TOTAL REVENUE $6,077

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $1,096

TOTAL EXPENSES $1,096

Year-over-Year Comparison

	2019	2018	Change
Revenue	$6,077	$219,449	-1.0%
Expenses	$1,096	$165,152	-1.0%
Net Income	$4,981	$54,297	-0.9%

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

250

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
LORI MOFFETT	PRESIDENT	5.00	Officer Director	$0	$0	$0
FREDRIK ELIASSON	CHAIRMAN	2.00	Officer Director	$0	$0	$0
JOHN W SPIEGEL	TREASURER	2.00	Officer Director	$0	$0	$0
THOMAS DODSON	DIRECTOR	2.00	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	$6,077	$1,096	$59,778	$4,981