Coastside Land Trust (EIN 943290067) - 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

1997

Legal Domicile

Principal Officer

Barbara Lohman

Phone

6507265056

Tax Period

2023-01-01 to 2023-12-31

Coastside Land Trust, founded in 1997, is a small nonprofit in the Environment sector that reported $535K in total revenue in fiscal year 2023. Revenue fell 35% from the prior year — a significant decline worth monitoring. Expenses of $495K left a modest 8% surplus.

Mission

Preserved additional acreage for permanent open space, protected and maintained prior acquisitions held regular workdays at properties, and held educational outreach workshops and walks for the community.

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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 $531,309

Program Service Revenue $0

Investment Income $0

Other Revenue $3,741

TOTAL REVENUE $535,050

Expense Breakdown

Grants Paid $0

Salaries & Benefits $248,131

Fundraising Expenses $20,672

Program Expenses $398,155

Other Expenses $246,643

TOTAL EXPENSES $494,774

Year-over-Year Comparison

	2023	2022	Change
Revenue	$535,050	$828,114	-0.4%
Expenses	$494,774	$461,460	+0.1%
Net Income	$40,276	$366,654	-0.9%

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

200

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

$160,475

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Jo Chamberlain	ED until June	35.00	Officer	$108,018	$0	$108,018
Bob Rogers	ED from July	35.00	Officer	$52,457	$0	$52,457
Barbara Lohman	President&Chair	1.00	Officer Director	$0	$0	$0
Sara Polgar	Develop. Chair	1.00	Officer Director	$0	$0	$0
Bob Buffin	Treasurer	1.00	Officer Director	$0	$0	$0
Susan Dunn	Secretary	1.00	Officer Director	$0	$0	$0
Patrick J Ryan	Director	1.00	Director	$0	$0	$0
Terry Sweeney	Director	1.00	Director	$0	$0	$0
Paul Reidl	Director	1.00	Director	$0	$0	$0
Robin Kirby	Vice President	1.00	Officer Director	$0	$0	$0
Jack McCarthy	Director	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	No data	No data	No data	No data
2023	$535,050	$494,774	$9,295,543	$40,276
2022	$828,114	$461,460	$9,218,765	$366,654
2021	$691,285	$371,593	$8,814,488	$319,692
2020	$422,045	$364,402	$8,487,835	$57,643
2019	$4,093,621	$366,060	$8,354,223	$3,727,561
2018	$673,710	$435,050	$4,635,212	$238,660

Coastside Land Trust