Sleeping Bear Forever DBA Preserve Historic Sleeping Bear (EIN 383486616) - 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

1998

Legal Domicile

Principal Officer

Doug Kohlbeck

Phone

2313346103

Tax Period

2024-10-01 to 2025-09-30

Sleeping Bear Forever DBA Preserve Historic Sleeping Bear, founded in 1998, is a small nonprofit in the Environment sector that reported $246K in total revenue in fiscal year 2024. Revenue grew 13% year-over-year, indicating healthy expansion. The organization ran a surplus of $68K, a strong 28% operating margin.

Mission

We preserve, revitalize, and create connections to Sleeping Bear Dunes nationally significant historic sites, landscapes and stories as a philanthropic national park partner. This is accomplished through preservation projects, exhibits, publications, oral history, operating the Port Oneida Heritage Center, experiential programs, and events.

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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 (2024)

Revenue Breakdown

Contributions & Grants $209,362

Program Service Revenue $5,346

Investment Income $2,199

Other Revenue $28,775

TOTAL REVENUE $245,682

Expense Breakdown

Grants Paid $0

Salaries & Benefits $96,663

Fundraising Expenses $0

Program Expenses $33,435

Other Expenses $81,288

TOTAL EXPENSES $177,951

Year-over-Year Comparison

	2024	2023	Change
Revenue	$245,682	$216,955	+0.1%
Expenses	$177,951	$175,031	+0.0%
Net Income	$67,731	$41,924	+0.6%

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

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
Susan Pocklington	Executive Director	65.00		$43,846	$0	$43,846
Tom Whitaker	Chairman	2.00	Officer Director	$0	$0	$0
Caitlin Phillips	Director	1.00	Director	$0	$0	$0
Jim Duntley	Director	1.00	Director	$0	$0	$0
Camille Czarny	Director	1.00	Director	$0	$0	$0
Curtis Fahlberg	Secretary	1.00	Officer Director	$0	$0	$0
Mark Bartell	Director	1.00	Director	$0	$0	$0
Bill Herd	Director	1.00	Director	$0	$0	$0
Jean Jenkins	Director	1.00	Director	$0	$0	$0
Sandy Zubik	Director	1.00	Director	$0	$0	$0
Doug Kohlbeck	Treasurer	1.00	Officer 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
2025	$245,682	$177,951	$317,013	$67,731
2024	$216,955	$175,031	$250,875	$41,924

Sleeping Bear Forever DBA Preserve Historic Sleeping Bear