ALASKA WHALE FOUNDATION (EIN 814740105) - 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

2016

Legal Domicile

Phone

6504000250

Tax Period

2023-01-01 to 2023-12-31

ALASKA WHALE FOUNDATION, founded in 2016, is a small nonprofit in the Environment sector that reported $243K in total revenue in fiscal year 2023. Revenue decreased 18% compared to the prior year. Expenses of $312K exceeded revenue, resulting in a 28% operating deficit.

Mission

Alaska Whale Foundation strives to understand protect and inspire appreciation for whales and their marine habitat through ecological monitoring research mentorship community-building and global engagement.

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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 $211,955

Program Service Revenue $31,200

Investment Income $0

Other Revenue $0

TOTAL REVENUE $243,155

Expense Breakdown

Grants Paid $0

Salaries & Benefits $92,850

Fundraising Expenses $27,500

Program Expenses $252,123

Other Expenses $218,843

TOTAL EXPENSES $311,693

Year-over-Year Comparison

	2023	2022	Change
Revenue	$243,155	$297,328	-0.2%
Expenses	$311,693	$278,465	+0.1%
Net Income	$-68,538	$18,863	-4.6%

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

$85,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Andy Szabo	Executive Director	40.00	Officer	$85,000	$0	$85,000
Jim Nahmens	President	6.00	Director	$0	$0	$0
Lauren Eckert	Vice-President	6.00	Director	$0	$0	$0
Jim Brennan	Secretary	1.00	Director	$0	$0	$0
Don Holmes	Treasurer	4.00	Director	$0	$0	$0
Pat Sharpe	Director	1.00	Director	$0	$0	$0
Fred Sharpe	Director	1.00	Director	$0	$0	$0
Grant Riewe	Director	2.00	Director	$0	$0	$0
Buffy Redsecker	Director	1.00	Director	$0	$0	$0
Steve Morello	Director	1.00	Director	$0	$0	$0
Madison Kosma	Director	3.00	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	$243,155	$311,693	$478,760	$-68,538
2022	$297,328	$278,465	$547,298	$18,863
2021	$124,814	$212,102	$528,435	$-87,288
2020	$350,390	$145,465	$615,723	$204,925
2019	$206,857	$197,468	$413,838	$9,389

ALASKA WHALE FOUNDATION