LONG BEACH HERITAGE COALITION

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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

1987

Legal Domicile

Principal Officer

CHERYL PERRY

Phone

5627150804

Tax Period

2017-08-01 to 2018-07-31

LONG BEACH HERITAGE COALITION, founded in 1987, is a small nonprofit that reported $237K in total revenue in fiscal year 2017. Revenue surged 177% from the prior year, signaling strong growth momentum. The organization ran a surplus of $105K, a strong 44% operating margin.

Mission

TO PROMOTE PRESERVATION AND PUBLIC KNOWLEDGE.

Program Service Accomplishments

Program 1

Expenses: $62,031 Revenue: $64,796

THE PROMOTION OF PUBLIC AWARENESS OF HISTORICAL ARCHITECTURAL ACHIEVEMENTS THROUGH HISTORIC HOME TOURS, WALKING TOURS OF HISTORIC DISTRICTS, RESTORATION PROJECTS, INFORMATION SEMINARS AND NEWSLETTERS...

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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 (2017)

Revenue Breakdown

Contributions & Grants $159,570

Program Service Revenue $64,796

Investment Income $46

Other Revenue $12,855

TOTAL REVENUE $237,267

Expense Breakdown

Grants Paid $0

Salaries & Benefits $39,005

Fundraising Expenses $0

Program Expenses $62,031

Other Expenses $92,836

TOTAL EXPENSES $131,841

Year-over-Year Comparison

	2017	2016	Change
Revenue	$237,267	$85,545	+1.8%
Expenses	$131,841	$99,898	+0.3%
Net Income	$105,426	$-14,353	-8.3%

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

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

$36,400

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHERYL PERRY	PRESIDENT	10.00	Officer	$0	$0	$0
BOBBI BURKET	SECRETARY	2.00	Officer	$0	$0	$0
BETTY MCKINNEY	TREASURER	5.00	Officer	$0	$0	$0
MAY KAY NOTTAGE	EXECUTIVE DIRECTOR	20.00	Officer	$32,500	$0	$32,500
CHRIS HOGAN	VICE PRESIDENT - BEMBRIDGE	10.00	Officer	$0	$0	$0
RICK SEELEY	VICE PRESIDENT - FUND DEV	2.00	Officer	$0	$0	$0
JULIE NEMECHEK	VICE PRESIDENT - PUB AWARENESS	2.00	Officer	$0	$0	$0
TAMI DOWGEIWICZ	VICE PRESIDENT - ADVOCACY	2.00	Officer	$0	$0	$0
JACQUELINE CASE	VICE PRESIDENT - MEMBER DEV	2.00	Officer	$0	$0	$0
SAM DRAGGA	VICE PRESIDENT - EDUCATION	2.00	Officer	$0	$0	$0
MARY ELLEN MITCHELL	DIRECTOR OF FINANCE	5.00	Officer	$3,900	$0	$3,900

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
2018	$237,267	$131,841	$580,393	$105,426