ASSATEAGUE COASTAL TRUST INC (EIN 521250849) - 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

1972

Legal Domicile

Principal Officer

ERIC VINSON

Phone

4105291538

Tax Period

2023-01-01 to 2023-12-31

ASSATEAGUE COASTAL TRUST INC, founded in 1972, is a small nonprofit in the Environment sector that reported $229K in total revenue in fiscal year 2023. Revenue fell 50% from the prior year — a significant decline worth monitoring. Expenses of $346K exceeded revenue, resulting in a 51% operating deficit.

Mission

TO PRESERVE ASSATEAGUE ISLAND AND LIVING RESOURCES OF THE COASTAL BAYS

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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 $160,961

Program Service Revenue $38,391

Investment Income $29,887

Other Revenue $0

TOTAL REVENUE $229,239

Expense Breakdown

Grants Paid $0

Salaries & Benefits $219,757

Fundraising Expenses $12,056

Program Expenses $152,183

Other Expenses $126,111

TOTAL EXPENSES $345,868

Year-over-Year Comparison

	2023	2022	Change
Revenue	$229,239	$457,580	-0.5%
Expenses	$345,868	$407,225	-0.2%
Net Income	$-116,629	$50,355	-3.3%

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
Eric Vinson	President	2.00	Director	$0	$0	$0
Wyatt Harrison	Vice - President	2.00	Director	$0	$0	$0
Eric Vinson	Treasurer	2.00	Director	$0	$0	$0
Fred Stiehl	Secretary	2.00	Director	$0	$0	$0
Monica Brooks	Director	1.00	Director	$0	$0	$0
Charles Brown	Director	1.00	Director	$0	$0	$0
Lisa Tossey	Director	1.00	Director	$0	$0	$0
John Bulkeley	Director	1.00	Director	$0	$0	$0
Brenda Davis	Executive Director	40.00	Highest	$67,000	$0	$67,000
Susan Emond	Director	1.00	Director	$0	$0	$0
Peter Gibson	Director	1.00	Director	$0	$0	$0
Chris Seymour	Director	1.00	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	No data	No data	No data	No data
2023	$229,239	$345,868	$396,518	$-116,629
2022	$457,580	$407,225	$497,257	$50,355
2021	$499,648	$369,530	$725,149	$130,118
2021	$499,648	$369,530	$725,149	$130,118
2020	$395,095	$322,545	$906,271	$72,550
2019	$359,424	$342,701	$887,293	$16,723
2018	$280,812	$291,182	$283,183	$-10,370

ASSATEAGUE COASTAL TRUST INC