COASTAL PEER REVIEW INC (EIN 852413405) - 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

2020

Legal Domicile

Principal Officer

NIKKI VANN CPA

Phone

4436322325

Tax Period

2024-01-01 to 2024-12-31

COASTAL PEER REVIEW INC, founded in 2020, is a small nonprofit in the Community Improvement sector that reported $453K in total revenue in fiscal year 2024. Revenue grew 15% year-over-year, indicating healthy expansion. Expenses of $410K left a modest 9% surplus.

Mission

ADMINISTER THE AICPA PEER REVIEW PROGRAM FOR CPA FIRMS IN MARYLAND AND NORTH CAROLINA.

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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 $0

Program Service Revenue $452,790

Investment Income $0

Other Revenue $0

TOTAL REVENUE $452,790

Expense Breakdown

Grants Paid $0

Salaries & Benefits $103,582

Fundraising Expenses $0

Other Expenses $306,796

TOTAL EXPENSES $410,378

Year-over-Year Comparison

	2024	2023	Change
Revenue	$452,790	$394,590	+0.1%
Expenses	$410,378	$418,119	0.0%
Net Income	$42,412	$-23,529	-2.8%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SHARON BRYSON	SECRETARY -	0.01	Officer Director	$0	$0	$0
KELLY PURYEAR CPA	DIRECTOR	0.02	Director	$0	$0	$0
KIMBERLY MUSTARD CPA	DIRECTOR	0.04	Director	$0	$0	$0
MAXENE BARDWELL CPA	DIRECTOR	0.02	Director	$0	$0	$0
NIKKI VANN CPA	TREASURER	0.25	Officer Director	$0	$0	$0
REBEKAH OLSON CPA	PRESIDENT	0.04	Officer Director	$0	$0	$0
MARK SOTICHECK	SECRETARY	0.04	Officer 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	$452,790	$410,378	$90,107	$42,412
2023	$394,590	$418,119	$48,622	$-23,529
2022	$429,648	$404,501	$66,753	$25,147
2021	$459,605	$446,470	$22,542	$13,135

COASTAL PEER REVIEW INC