Shoreline Plaza Inc (EIN 820374516) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1977

Legal Domicile

Principal Officer

Julianne Donnelly-Tzul

Phone

2082871065

Tax Period

2023-10-01 to 2024-09-30

Shoreline Plaza Inc, founded in 1977, is a small nonprofit that reported $988K in total revenue in fiscal year 2023. Revenue grew 12% year-over-year, indicating healthy expansion. The organization ran a surplus of $290K, a strong 29% operating margin.

Mission

To develop, construct, own, maintain, and operate low income housing.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $80,619

Program Service Revenue $794,294

Investment Income $112,973

Other Revenue $0

TOTAL REVENUE $987,886

Expense Breakdown

Grants Paid $0

Salaries & Benefits $254,529

Fundraising Expenses $0

Program Expenses $548,180

Other Expenses $443,631

TOTAL EXPENSES $698,160

Year-over-Year Comparison

	2023	2022	Change
Revenue	$987,886	$883,352	+0.1%
Expenses	$698,160	$690,802	+0.0%
Net Income	$289,726	$192,550	+0.5%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

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

$361,088

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Deanna L Watson Secretary	Treasurer, Executive Director	4.40	Officer	$0	$40,636	$192,436
Diana Meo	Finance Director	4.40	Officer	$0	$46,413	$168,652
Julianne Donnelly-Tzul	President/Board Chair	1.00	Officer Director	$0	$0	$0
Katie Vila	Vice President/Board Vice Chair	1.00	Officer Director	$0	$0	$0
Kent Rock	Board Member	1.00	Director	$0	$0	$0
Tim Flaherty	Board Member	1.00	Director	$0	$0	$0
Amanda Ryan	Board Member (Until 11/23)	1.00	Director	$0	$0	$0
Paige Oeding	Board Member (Until 10/23)	1.00	Director	$0	$0	$0
Buffy Jones	Board Member	1.00	Director	$0	$0	$0
Krista Paulsen	Board Member (As of 11/23)	1.00	Director	$0	$0	$0
Martin Jacobs	Board Member (As of 11/23)	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	$987,886	$698,160	$2,346,924	$289,726
2023	$883,352	$690,802	$2,107,590	$192,550
2022	$881,215	$784,106	$1,972,178	$97,109
2021	$797,199	$606,510	$1,903,941	$190,689
2020	$772,094	$578,800	$1,763,195	$193,294
2019	$791,999	$563,165	$1,630,598	$228,834
2018	$767,609	$543,816	$1,448,446	$223,793

Shoreline Plaza Inc