New Coast Foundation (EIN 813920621) - 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

2016

Legal Domicile

Principal Officer

Richard A Ross

Phone

8479179830

Tax Period

2019-01-01 to 2019-12-31

New Coast Foundation, founded in 2016, is a small nonprofit that reported $373K in total revenue in fiscal year 2018. Revenue surged 59% from the prior year, signaling strong growth momentum. The organization ran a surplus of $104K, a strong 28% operating margin.

Mission

Provide grants to organizations that promote economic advancement for individuals and communities

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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 (2019)

Revenue Breakdown

Contributions & Grants $231,185

Program Service Revenue $0

Investment Income $45

Other Revenue $0

TOTAL REVENUE $231,230

Expense Breakdown

Grants Paid $150,000

Salaries & Benefits $184,408

Fundraising Expenses $59,220

Program Expenses $261,267

Other Expenses $94,792

TOTAL EXPENSES $429,200

Year-over-Year Comparison

	2019	2018	Change
Revenue	$231,230	$372,690	-0.4%
Expenses	$429,200	$268,621	+0.6%
Net Income	$-197,970	$104,069	-2.9%

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

$131,564

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Alex Ross	Chairman	10.00	Officer Director	$0	$0	$0
Nick Cromydas	Member	2.00	Director	$0	$0	$0
Dan Gibbons	Member	2.00	Director	$0	$0	$0
William Heard	Member	2.00	Director	$0	$0	$0
Jim Herbison	Member	2.00	Director	$0	$0	$0
Lynn Jareth	Member	2.00	Director	$0	$0	$0
Nivine Megahed	Member	2.00	Director	$0	$0	$0
Jeremy Schlee	Member	2.00	Director	$0	$0	$0
Suzanne Yoon	Member	2.00	Director	$0	$0	$0
Dick Ross	Member	2.00	Director	$0	$0	$0
Nathan Baldwin	Member	2.00	Director	$0	$0	$0
Bill Bax	Member	2.00	Director	$0	$0	$0
Julie Hoffmann	Chief Executive Officer	40.00	Officer	$126,764	$4,800	$131,564

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
2019	$231,230	$429,200	No data	$-197,970
2018	$372,690	$268,621	$210,921	$104,069

New Coast Foundation