KALEVA HISTORICAL SOCIETY (EIN 382133617) - 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

1969

Legal Domicile

Principal Officer

CYNTHIA ASIALA

Phone

6164031564

Tax Period

2022-01-01 to 2022-12-31

KALEVA HISTORICAL SOCIETY, founded in 1969, is a small nonprofit in the Arts, Culture & Humanities sector that reported $289K in total revenue in fiscal year 2022. Revenue surged 903% from the prior year, signaling strong growth momentum. The organization ran a surplus of $273K, a strong 94% operating margin.

Mission

TO PRESERVE THE HERTIGAE AND HISTORY OF FAMILY, CHURCH AND COMMUNITY OF KALEVA MI

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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 (2022)

Revenue Breakdown

Contributions & Grants $289,419

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $289,419

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $16,524

TOTAL EXPENSES $16,524

Year-over-Year Comparison

	2022	2021	Change
Revenue	$289,419	$28,857	+9.0%
Expenses	$16,524	N/A	N/A
Net Income	$272,895	$28,857	+8.5%

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

N/A

Independent Members

N/A

Employees

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CYNTHIA ASIALA	PRESIDENT	N/A	Officer	$0	$0	$0
SANDRA ASIALA	TREASURER	N/A	Officer	$0	$0	$0
GEORGIA BROWN	SECRETARY	N/A	Officer	$0	$0	$0
KRISTINE FLAHERTY	VICE PRESIDENT	N/A	Officer	$0	$0	$0
PAMELA BAGLEY	TRUSTEE	N/A	Director	$0	$0	$0
DENNIS RISSER	TRUSTEE	N/A	Director	$0	$0	$0
ALIN KUUTTILA	TRUSTEE	N/A	Director	$0	$0	$0
MARGARET JOHNSON	TRUSTEE	N/A	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
2022	$289,419	$16,524	$406,036	$272,895

KALEVA HISTORICAL SOCIETY