NEW BUFFALO SHORELINE ALLIANCE (EIN 815338498) - 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

2017

Legal Domicile

Principal Officer

KEITH KUDLA

Phone

3123431815

Tax Period

2023-01-01 to 2023-12-31

NEW BUFFALO SHORELINE ALLIANCE, founded in 2017, is a micro nonprofit in the Environment sector that reported $8K in total revenue in fiscal year 2023. Revenue fell 75% from the prior year — a significant decline worth monitoring. Expenses of $22K exceeded revenue, resulting in a 155% operating deficit.

Mission

ASSIST IN COORDINATION AND CONSOLIDATION OF NEIGHBORING LAKEFRONT PROPERTY OWNERS TO HELP PROTECT, NOURISH, PROMOTE AND STABILIZE THE BEACHES LOCATED SOUTH OF NEW BUFFALO HARBOR AND TO FIND A PERMANENT SOLUTION TO THE SIGNIFICANT EROSION OF THE SHORELINE.

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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 $5,750

Program Service Revenue $0

Investment Income $2,732

Other Revenue $0

TOTAL REVENUE $8,482

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $21,665

TOTAL EXPENSES $21,665

Year-over-Year Comparison

	2023	2022	Change
Revenue	$8,482	$34,482	-0.8%
Expenses	$21,665	$31,900	-0.3%
Net Income	$-13,183	$2,582	-6.1%

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	Role	Reportable Comp	Other Comp	Total
REBECCA MORRISSEY	DIRECTOR	Director	$0	$0	$0
JIM HINER	DIRECTOR	Director	$0	$0	$0
DON LIEBENTRITT	DIRECTOR	Director	$0	$0	$0
JOE GALETTO	DIRECTOR	Director	$0	$0	$0
PAUL JOHNSON	DIRECTOR	Director	$0	$0	$0
ED OLDIS	DIRECTOR	Director	$0	$0	$0
STEVEN ROEDER	DIRECTOR	Director	$0	$0	$0
TED GRZYWACZ	PRESIDENT	Officer	$0	$0	$0
RON WATSON	VICE PRESIDENT & SECRETARY	Officer	$0	$0	$0
KEITH KUDLA	TREASURER	Officer	$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
2023	$8,482	$21,665	$276,101	$-13,183
2022	$34,482	$31,900	$289,284	$2,582
2021	$213,422	$92,998	$286,702	$120,424

NEW BUFFALO SHORELINE ALLIANCE