NORTH SHORE EXCHANGE NFP (EIN 460869560) - 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

2012

Legal Domicile

Principal Officer

WENDY SERRINO

Phone

8478350026

Tax Period

2024-07-01 to 2025-06-30

NORTH SHORE EXCHANGE NFP, founded in 2012, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $7.0M in total revenue in fiscal year 2024. Revenue surged 32% from the prior year, signaling strong growth momentum. Expenses of $6.5M left a modest 6% surplus.

Mission

NORTH SHORE EXCHANGE IS A NONPROFIT ORGANIZATION THAT PRIMARILY SUPPORTS CHICAGOLAND CHARITIES SERVING CHILDREN AND FAMILIES LIVING IN POVERTY THROUGH A UNIQUE COMBINATION OF LUXURY CONSIGNMENT, DESIGNER SHOPPING, AND VOLUNTEERISM.

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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 $63,153

Program Service Revenue $6,909,220

Investment Income $0

Other Revenue $0

TOTAL REVENUE $6,972,373

Expense Breakdown

Grants Paid $600,000

Salaries & Benefits $1,144,830

Fundraising Expenses $0

Program Expenses $6,312,205

Other Expenses $4,785,229

TOTAL EXPENSES $6,530,059

Year-over-Year Comparison

	2024	2023	Change
Revenue	$6,972,373	$5,268,641	+0.3%
Expenses	$6,530,059	$5,077,310	+0.3%
Net Income	$442,314	$191,331	+1.3%

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
WENDY SERRINO	FOUNDER	50.00	Officer Director	$0	$0	$0
MARTHA KIRTLEY	DIRECTOR	40.00	Director	$0	$0	$0
MARK MICHAELS	DIRECTOR	3.00	Director	$0	$0	$0
NICOLE HAYEK	SECRETARY	60.00	Officer Director	$0	$0	$0
ASHLEY PRASAD	DIRECTOR	3.00	Director	$0	$0	$0
EMILY BURGER	DIRECTOR	3.00	Director	$0	$0	$0
AIMEE NOLAN	DIRECTOR	3.00	Director	$0	$0	$0
WENDY KRITT	CHAIR	15.00	Officer Director	$0	$0	$0
SHERRI HLAVACEK	TREASURER	15.00	Officer Director	$0	$0	$0
MARILYN LISSNER	DIRECTOR	3.00	Director	$0	$0	$0
SUSAN SHOLL	DIRECTOR	3.00	Director	$0	$0	$0
MAXINE WINER	DIRECTOR	3.00	Director	$0	$0	$0
JENNY HAMILTON	DIRECTOR	3.00	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
2025	$6,972,373	$6,530,059	$3,371,339	$442,314
2024	No data	No data	No data	No data
2023	$4,596,625	$4,486,451	$2,370,562	$110,174
2022	$4,150,868	$4,083,569	$1,959,858	$67,299
2021	$3,300,533	$3,123,139	$1,099,098	$177,394
2020	$2,195,305	$2,195,581	$437,107	$-276
2019	$2,159,699	$2,158,523	$506,486	$1,176

NORTH SHORE EXCHANGE NFP