SAVE PONTE VEDRA BEACH INC

EIN: 823358814 501(c)(3) Environment

PONTE VEDRA BEACH, FL

Total Revenue
$6,077
Total Expenses
$1,096
Total Assets
$59,778
Net Assets
$59,778
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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
FL
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 RESTORE AND PRESERVE THE ENVIRONMENTALLY SENSITIVE AND SEVERELY ERODED COASTLINE OF PONTE VEDRA BEACH, FLORIDA

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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%)

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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

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Governance

Voting Members
3
Independent Members
3
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
3
$0
Total Directors
4
$0
Key Employees
0
$0
Highest Compensated
0
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
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