LOWER NEUSE BASIN ASSOCIATION (EIN 561884095) - 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

1994

Legal Domicile

Principal Officer

CHUCK SMITHWICK

Phone

9197968049

Tax Period

2023-07-01 to 2024-06-30

LOWER NEUSE BASIN ASSOCIATION, founded in 1994, is a small nonprofit in the Environment sector that reported $160K in total revenue in fiscal year 2023. Expenses of $152K left a modest 5% surplus.

Mission

TO IMPROVE THE WATER QUALITY IN THE NEUSE RIVER THROUGH INNOVATIVE AND COST EFFECTIVE WASTEWATER TREATMENT AND REDUCTION STRATEGIES

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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 $154,804

Program Service Revenue $0

Investment Income $5,483

Other Revenue $0

TOTAL REVENUE $160,287

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $115,404

Other Expenses $152,051

TOTAL EXPENSES $152,051

Year-over-Year Comparison

	2023	2022	Change
Revenue	$160,287	$154,640	+0.0%
Expenses	$152,051	$134,382	+0.1%
Net Income	$8,236	$20,258	-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

N/A

Volunteers

N/A

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
MICHAEL DEATON	DIRECTOR	1.000	Director	$0	$0	$0
MIKE WAGNER	DIRECTOR	1.000	Director	$0	$0	$0
KENNETH STEVENS	SECRETARY	1.000	Officer Director	$0	$0	$0
JORDAN HUGHES	DIRECTOR	1.000	Director	$0	$0	$0
CHUCK SMITHWICK	CHAIR	1.000	Officer Director	$0	$0	$0
KIM PICKETT	DIRECTOR	1.000	Director	$0	$0	$0
JOSH BAIRD	DIRECTOR	1.000	Director	$0	$0	$0
JONATHAN BULLA	DIRECTOR	1.000	Director	$0	$0	$0
DAVID HODGKINS	DIRECTOR	1.000	Director	$0	$0	$0
DAVID SUGGS	DIRECTOR	1.000	Director	$0	$0	$0
ROBERT SHERMAN	DIRECTOR	1.000	Director	$0	$0	$0
RICK DAY	DIRECTOR	1.000	Director	$0	$0	$0
PHILLIP SMITH	DIRECTOR	1.000	Director	$0	$0	$0
MIKE GRAHAM	DIRECTOR	1.000	Director	$0	$0	$0
SHAWN CONDON	DIRECTOR	1.000	Director	$0	$0	$0
DRAKE ROBART	DIRECTOR	1.000	Director	$0	$0	$0
DAN WALL	DIRECTOR	1.000	Director	$0	$0	$0
JIMMY PRIDGEN	TREASURER	1.000	Officer Director	$0	$0	$0
EDWARD BUCHAN	VICECHAIR	1.000	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	No data	No data	No data	No data
2024	$160,287	$152,051	$613,862	$8,236
2023	$154,640	$134,382	$605,626	$20,258
2022	$153,105	$132,815	$585,368	$20,290
2021	$153,738	$127,329	$565,079	$26,409

LOWER NEUSE BASIN ASSOCIATION