NEAR SOUTH PLANNING BOARD (EIN 363083180) - 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

1995

Legal Domicile

Phone

3129871980

Tax Period

2023-08-01 to 2024-07-31

NEAR SOUTH PLANNING BOARD, founded in 1995, is a small nonprofit in the Community Improvement sector that reported $768K in total revenue in fiscal year 2023. Revenue surged 25% from the prior year, signaling strong growth momentum. Expenses of $908K exceeded revenue, resulting in a 18% operating deficit.

Mission

To assist civic and cultural associations, institutions, hospitals, universities, private owners and residents in the development, redevelopment, renovation, rehabilitation and other acitvities related to the maintenance and promotion of the Near South area of Chicago.

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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 (2023)

Revenue Breakdown

Contributions & Grants $317,865

Program Service Revenue $448,530

Investment Income $1,380

Other Revenue $0

TOTAL REVENUE $767,775

Expense Breakdown

Grants Paid $0

Salaries & Benefits $424,934

Fundraising Expenses $0

Program Expenses $512,089

Other Expenses $483,404

TOTAL EXPENSES $908,338

Year-over-Year Comparison

	2023	2022	Change
Revenue	$767,775	$616,447	+0.2%
Expenses	$908,338	$740,577	+0.2%
Net Income	$-140,563	$-124,130	+0.1%

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

Employees

Volunteers

100

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

$153,075

Total Directors

$153,075

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Bonita Sanchez-Carlson	President	40.00	Officer Director	$153,075	$0	$153,075
Ernest Wong	Director	1.00	Officer Director	$0	$0	$0
Steven Smutny	Chairman	5.00	Officer Director	$0	$0	$0
Jennifer Wolf	Secretary	0.00	Director	$0	$0	$0
Larita Clark	Treasurer	0.00	Director	$0	$0	$0
Ty Andrews	Director	0.00	Director	$0	$0	$0
Dr Dillon Bannis	Director	0.00	Director	$0	$0	$0
Stan Bochnowski	Director	0.00	Director	$0	$0	$0
Alicia Bunton	Director	0.00	Director	$0	$0	$0
Peter Cacciatore	Director	0.00	Director	$0	$0	$0
Wayne Caplan	Director	0.00	Director	$0	$0	$0
Dr Mark Colip	Director	0.00	Director	$0	$0	$0
Mimi Cowan PHD	Director	0.00	Director	$0	$0	$0
Robert Dunn	Director	0.00	Director	$0	$0	$0
Dr Kaori Ema	Director	0.00	Director	$0	$0	$0
Raquel Fields	Director	0.00	Director	$0	$0	$0
Brian Gill	Director	0.00	Director	$0	$0	$0
Holly Hacker	Director	0.00	Director	$0	$0	$0
Helen Hopton	Director	0.00	Director	$0	$0	$0
Michael Hayford	Director	0.00	Director	$0	$0	$0
Kummar Kintala	Director	0.00	Director	$0	$0	$0
Scott Goodman	Director	0.00	Director	$0	$0	$0
Jimmy Lee	Director	0.00	Director	$0	$0	$0
Maggie Morales	Director	0.00	Director	$0	$0	$0
Tim O'Neal	Director	0.00	Director	$0	$0	$0
Matthew O'Malley	Director	0.00	Director	$0	$0	$0
Ed Polich	Director	0.00	Director	$0	$0	$0
Donna Pugh	Director	0.00	Director	$0	$0	$0
Rafal Rak	Director	0.00	Director	$0	$0	$0
Anamaria Spiteri	Director	0.00	Director	$0	$0	$0
Thomas Shanabruch	Director	0.00	Director	$0	$0	$0
Amanda Thompson	Director	0.00	Director	$0	$0	$0
Michael Tobin	Director	0.00	Director	$0	$0	$0
Alan Weel	Director	0.00	Director	$0	$0	$0
Matt Walsh	Director	0.00	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
2024	$767,775	$908,338	$293,416	$-140,563
2023	$616,447	$740,577	$281,844	$-124,130
2019	$746,780	$641,632	$139,670	$105,148
2018	$369,955	$402,014	$40,466	$-32,059

NEAR SOUTH PLANNING BOARD