THE COASTAL HERITAGE SOCIETY INC (EIN 581246230) - 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

1975

Legal Domicile

Principal Officer

BARRY SHELLEY

Phone

9126516849

Tax Period

2024-01-01 to 2024-12-31

THE COASTAL HERITAGE SOCIETY INC, founded in 1975, is a community nonprofit that reported $3.6M in total revenue in fiscal year 2024. Revenue fell 24% from the prior year — a significant decline worth monitoring.

Mission

THE SOCIETY CONDUCTS PROGRAMS FOR DAYTIME VISITORS, SITE IMPROVEMENTS OF HISTORIC LANDMARKS, PUBLICATIONS AND SPECIAL EVENING PROGRAMS.

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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 $373,457

Program Service Revenue $2,650,465

Investment Income $108,109

Other Revenue $437,374

TOTAL REVENUE $3,569,405

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,579,876

Fundraising Expenses $94,320

Program Expenses $2,970,461

Other Expenses $1,255,456

TOTAL EXPENSES $3,835,332

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,569,405	$4,687,776	-0.2%
Expenses	$3,835,332	$3,918,115	0.0%
Net Income	$-265,927	$769,661	-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

101

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

$111,863

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
NORA LEE	CEO	40.00	Officer	$111,863	$0	$111,863
TERRY KOLLER	DIRECTOR	40.00	Highest	$105,532	$0	$105,532
ERIKA CONLEAY	TRUSTEE	1.00	Director	$0	$0	$0
CAROL COPPOLLA	PAST CHAIR	1.00	Director	$0	$0	$0
KYLE DOYON	TRUSTEE	1.00	Director	$0	$0	$0
TIM ELLIS	TRUSTEE	1.00	Director	$0	$0	$0
DR KRISTA HINCHEY	TRUSTEE	1.00	Director	$0	$0	$0
KRISTIN KING	VICE CHAIR	1.00	Director	$0	$0	$0
RACHEL LESHER	TRUSTEE	1.00	Director	$0	$0	$0
HEATHER LUNDY	TRUSTEE	1.00	Director	$0	$0	$0
KIM LYLE	TRUSTEE	1.00	Director	$0	$0	$0
DEANNE MITCHELL	TRUSTEE	1.00	Director	$0	$0	$0
LISA PUHALA	SECRETARY	1.00	Director	$0	$0	$0
BEN SENGER	TRUSTEE	1.00	Director	$0	$0	$0
RYAN SEWELL	CHAIRMAN	1.00	Director	$0	$0	$0
JOE SHEARHOUSE	TRUSTEE	1.00	Director	$0	$0	$0
BARRY SHELLEY	TREASURER	1.00	Director	$0	$0	$0
WILL WHEAT	TRUSTEE	1.00	Director	$0	$0	$0
DR FRANK WILLIAMS	TRUSTEE	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	$3,569,405	$3,835,332	$4,516,133	$-265,927
2023	$4,687,776	$3,917,365	$4,747,198	$770,411
2022	$4,572,311	$3,921,660	$3,973,997	$650,651
2021	$3,680,449	$2,677,234	$3,223,503	$1,003,215
2020	$2,166,564	$2,739,400	$2,763,251	$-572,836
2019	$3,518,687	$3,270,339	$2,914,959	$248,348
2018	$3,308,894	$3,347,505	$2,641,533	$-38,611

THE COASTAL HERITAGE SOCIETY INC