Bristol Bay Historical Society Inc (EIN 510174974) - 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

2012

Legal Domicile

Principal Officer

LaRece Egli

Phone

9072466873

Tax Period

2023-01-01 to 2023-12-31

Bristol Bay Historical Society Inc, founded in 2012, is a small nonprofit in the Arts, Culture & Humanities sector that reported $252K in total revenue in fiscal year 2023. Revenue surged 52% from the prior year, signaling strong growth momentum. The organization ran a surplus of $54K, a strong 21% operating margin.

Mission

Preserving and sharing the history, culture, and values of Bristol Bay.

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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 $153,314

Program Service Revenue $11,461

Investment Income $74

Other Revenue $86,754

TOTAL REVENUE $251,603

Expense Breakdown

Grants Paid $0

Salaries & Benefits $101,374

Fundraising Expenses $0

Program Expenses $165,598

Other Expenses $96,208

TOTAL EXPENSES $197,582

Year-over-Year Comparison

	2023	2022	Change
Revenue	$251,603	$165,831	+0.5%
Expenses	$197,582	$156,864	+0.3%
Net Income	$54,021	$8,967	+5.0%

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

$66,284

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LaRece Egli	Executive Dir.	40.00	Officer	$66,284	$0	$66,284
Fred Anderson	President	1.25	Officer Director	$0	$0	$0
David Lax	Vice President	3.00	Officer Director	$0	$0	$0
George Tibbetts	Director	3.00	Director	$0	$0	$0
Tom Ferrazzi	Director	2.00	Director	$0	$0	$0
Trish Brackebush	Director	1.25	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	$251,603	$197,582	$292,935	$54,021
2022	$165,831	$156,864	$233,453	$8,967
2021	$100,277	$87,759	$197,857	$12,518

Bristol Bay Historical Society Inc