COASTAL FOODSHED (EIN 824559064) - 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

2018

Legal Domicile

Principal Officer

STEPHANIE PERKS

Phone

5082592647

Tax Period

2023-01-01 to 2023-12-31

COASTAL FOODSHED, founded in 2018, is a small nonprofit in the Food, Agriculture & Nutrition sector that reported $930K in total revenue in fiscal year 2023. Revenue surged 58% from the prior year, signaling strong growth momentum. Expenses of $827K left a modest 11% surplus.

Mission

A PUBLIC HEALTH INITIATIVE WORKING TO MAKE HEALTHY LOCAL FOODS MORE AVAILABLE, MORE ACCESSIBLE, AND MORE FAMILIAR BY CONNECTING LOCAL GROWERS WITH LOCAL CONSUMERS AS WELL AS PROVIDING EDUCATION AROUND LOCAL FOOD, NUTRITION, AND REGENERATIVE AGRICULTURE.

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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 $879,803

Program Service Revenue $8,050

Investment Income $0

Other Revenue $42,340

TOTAL REVENUE $930,193

Expense Breakdown

Grants Paid $0

Salaries & Benefits $373,392

Fundraising Expenses $42,869

Program Expenses $604,532

Other Expenses $453,316

TOTAL EXPENSES $826,708

Year-over-Year Comparison

	2023	2022	Change
Revenue	$930,193	$587,849	+0.6%
Expenses	$826,708	$420,999	+1.0%
Net Income	$103,485	$166,850	-0.4%

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

$72,070

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KAREN SCHWALBE	PRESIDENT	0.50	Officer Director	$0	$0	$0
JOSEPH TAVARES	TREASURER	0.50	Officer Director	$0	$0	$0
SARAH COGSWELL	DIRECTOR	0.50	Director	$0	$0	$0
MICHELLE RODIRGUEZ	DIRECTOR	0.50	Director	$0	$0	$0
JUSTIN SHEPARD	DIRECTOR	0.50	Director	$0	$0	$0
STEPHANIE PERKS	EXECUTIVE DIRECTOR	40.00	Officer	$69,971	$2,099	$72,070

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	No data	No data	No data	No data
2023	$930,193	$826,708	$573,586	$103,485
2022	$587,849	$420,999	$650,906	$166,850
2021	$400,172	$392,957	$195,987	$7,215
2020	$733,212	$665,052	$215,587	$68,160
2020	$733,212	$665,051	$215,587	$68,161
2019	$343,028	$278,937	$105,050	$64,091
2019	$343,028	$278,937	$105,050	$64,091

COASTAL FOODSHED