FERNANDINA BEACH MAIN STREET FOUNDATION INC

EIN: 831346245 501(c)(3) Community Improvement

FERNANDINA BEACH, FL

Total Revenue
$280,800
Total Expenses
$217,609
Total Assets
$282,571
Net Assets
$282,319
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2018
Legal Domicile
FL
Principal Officer
LORI HUPPMANN
Phone
9046247147
Tax Period
2023-10-01 to 2024-09-30

FERNANDINA BEACH MAIN STREET FOUNDATION INC, founded in 2018, is a small nonprofit in the Community Improvement sector that reported $281K in total revenue in fiscal year 2023. Revenue grew 10% year-over-year, indicating healthy expansion. The organization ran a surplus of $63K, a strong 23% operating margin.

Mission

FERNANDINA BEACH MAIN STREET FOUNDATION IS COMMITTED TO HISTORICAL PRESERVATION AND ENSURING THE ECONOMIC VITALITY IN DOWNTOWN FERNANDINA BEACH, FLORIDA. FERNANDINA BEACH MAIN STREET FOUNDATION ACCOMPLISHES IT'S GOALS THROUGH FOUR VOLUNTEER LED COUNCILS - DESIGN, ECONOMIC VITALITY, PROMOTIONS, AND ORGANIZATION.

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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 (2023)

Revenue Breakdown

Contributions & Grants $181,391
Program Service Revenue $93,175
Investment Income $5,679
Other Revenue $555
TOTAL REVENUE $280,800

Expense Breakdown

Grants Paid $22,056
Salaries & Benefits $83,380
Fundraising Expenses $0
Program Expenses $85,634
Other Expenses $112,173
TOTAL EXPENSES $217,609

Year-over-Year Comparison

2023 2022 Change
Revenue $280,800 $254,146 +0.1%
Expenses $217,609 $173,269 +0.3%
Net Income $63,191 $80,877 -0.2%
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

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Liquidity & Cash Position

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Governance

Voting Members
12
Independent Members
12
Employees
2
Volunteers
523

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
$10,710
Total Directors
10
$10,710
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
LISA FINKELSTEIN EXECUTIVE DI 40.00
$66,654 $0 $66,654
LORI HUPPMANN EXECUTIVE DI 40.00
Officer Director
$10,710 $0 $10,710
THERESA DUNCAN CHAIR 2.00
Director
$0 $0 $0
MARK GEARIS BOARD MEMBER 1.00
Director
$0 $0 $0
JEREMIAH GLISSON EX-OFFICIO B 1.00
Director
$0 $0 $0
ARTHUR BUDDY JACOBS EX-OFFICIO B 1.00
Director
$0 $0 $0
JONATHAN LASSERRE BOARD MEMBER 1.00
Director
$0 $0 $0
OCTAVIO MARTINEZ BOARD MEMBER 1.00
Director
$0 $0 $0
JOSE MIRANDA BOARD MEMBER 1.00
Director
$0 $0 $0
NOELLE NAJIMY BOARD MEMBER 2.00
Director
$0 $0 $0
RAMONA VIKAN VICE-CHAIR 6.00
Director
$0 $0 $0
MICHAEL BROOKS SECRETARY 5.00
Officer
$0 $0 $0
ROBERT FERREIRA TREASURER 1.00
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 $280,800 $217,609 $282,571 $63,191
2023 $254,146 $173,269 $219,646 $80,877
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