The Southeast Conference

EIN: 920089028

Juneau, AK

Total Revenue
$6,114,583
Total Expenses
$5,615,723
Total Assets
$9,977,641
Net Assets
$7,490,471
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1982
Legal Domicile
AK
Principal Officer
Robert Venables
Phone
9075863445
Tax Period
2023-07-01 to 2024-06-30

The Southeast Conference, founded in 1982, is a community nonprofit that reported $6.1M in total revenue in fiscal year 2023. Revenue fell 28% from the prior year — a significant decline worth monitoring. Expenses of $5.6M left a modest 8% surplus.

Mission

The mission of Southeast Conference is to undertake and support activities that promote strong economies, healthy communities, and a quality environment in southeast Alaska.

Program Service Accomplishments

Program 1
Expenses: $5,015,682

Southeast Conference is a designated economic development district (EDD) through the US Economic Development Administration (EDA) and an Alaska regional development organization (ARDOR) through the...

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Southeast Conference is a designated economic development district (EDD) through the US Economic Development Administration (EDA) and an Alaska regional development organization (ARDOR) through the state of Alaska. We are a membership organization, our members include municipalities, federally recognized tribes, businesses, native corporations, government agencies, organizations, and individuals located or doing business in southeast Alaska that support the mission of Southeast Conference. We coordinate with our members throughout the region to develop a comprehensive economic development strategy (CEDS) for southeast Alaska. A strategic plan was designed to identify regional priorities for economic and community development. The process is strategy-driven and developed by a diverse workgroup of local representatives from private, public, and nonprofit sectors. By continued involvement with our members through committee and general membership meetings we assist the various groups and communities to use the regional plan as a guidebook and incorporate it into their individual strategic planning process. We also assist in the implementation of the plans by collaborating between different groups, cities and governments.

Program 2

Southeast Conference has spent more than 50 years advocating for the ferry system and is working on a multi-phase approach that will identify structural changes to improve the operability and...

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Southeast Conference has spent more than 50 years advocating for the ferry system and is working on a multi-phase approach that will identify structural changes to improve the operability and financial health of the state ferry system in its public service mission. Progress in May 2016, the Governor signed a MOU with Southeast Conference in support of these goals and tasked the conference with leading this statewide effort. Phase I mission goals and governance recommendations was complete in December 2016. Phase 2 was completed in November 2017 with the release of the strategic operating business plan. Public outreach and implementation phases continued in 2018. It identified alternative governance structures that could help the AMHS achieve financial sustainability. The report included a high-level examination of six basic ferry governance models to assess their suitability for Alaska's unique geography, markets and transportation needs. Detailed case studies were examined with three ferry systems identified with ideas and lessons applicable to AMHS. Phase II: Twenty-five-year ferry system operating plan was developed January 2017 through December 2017. Phase II included a fleet renewal plan and explored potential partnerships with the private sector and revenue opportunities to allow forward funding of operations and greater fiscal certainty.

Program 3

Goal: The majority of energy consumption and costs paid by most residents, business and residences goes towards diesel space heat. Provide diesel displacement through improved incremental delivery of...

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Goal: The majority of energy consumption and costs paid by most residents, business and residences goes towards diesel space heat. Provide diesel displacement through improved incremental delivery of energy efficiency measures. Educate people regarding energy use. Progress: Southeast Conference has worked with the USDA rural development to promote and conduct energy audits for businesses in southeast Alaska. Over 50 businesses participated in the energy audits. Significant technical work continues to progress on a few district heating system concepts that seek place-based solutions to yield non-energy benefits in addition to lower costs and improved efficiencies. Many of the energy-related projects happening in the region rely upon programs and expertise throughout the region and state, with Southeast Conference playing an integral role. Despite depressed oil prices, the region continued strong efforts toward implementation of fuel conservation and efficiency measures.

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $5,907,562
Program Service Revenue $112,053
Investment Income $13,945
Other Revenue $81,023
TOTAL REVENUE $6,114,583

Expense Breakdown

Grants Paid $0
Salaries & Benefits $1,120,987
Fundraising Expenses $91,949
Program Expenses $5,015,682
Other Expenses $4,494,736
TOTAL EXPENSES $5,615,723

Year-over-Year Comparison

2023 2022 Change
Revenue $6,114,583 $8,506,225 -0.3%
Expenses $5,615,723 $2,296,968 +1.4%
Net Income $498,860 $6,209,257 -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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Governance

Voting Members
12
Independent Members
12
Employees
23
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
3
$0
Total Directors
12
$0
Key Employees
1
$103,009
Highest Compensated
1
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Zakary Kirkpatrick Board 1st Vice President 4.00
Officer Director
$0 $0 $0
Katie Koester Board 2nd Vice President 4.00
Officer Director
$0 $0 $0
Kaitlyn Jared President 4.00
Officer Director
$0 $0 $0
Gracia O'Connell Director 1.00
Director
$0 $0 $0
Dennis Gray Jr Director 1.00
Director
$0 $0 $0
Chelsea Goucher Director 1.00
Director
$0 $0 $0
Mark Scheer Director 1.00
Director
$0 $0 $0
Jan Hill Director 1.00
Director
$0 $0 $0
KC Hostetler Director 4.00
Director
$0 $0 $0
Liz Cabrera Director 1.00
Director
$0 $0 $0
Jason Custer Director 1.00
Director
$0 $0 $0
Alec Mesdag Director 1.00
Director
$0 $0 $0
Daniel Lesh Deputy Director 40.00
Key Emp
$103,009 $0 $103,009
Robert Venables Executive Director 40.00
Highest
$123,739 $0 $123,739
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
2025 No data No data No data No data
2024 $6,114,583 $5,615,723 $9,977,641 $498,860
2023 $8,506,225 $2,296,968 $8,108,145 $6,209,257
2022 $1,280,823 $1,074,090 $980,245 $206,733
2021 $767,000 $554,289 $710,618 $212,711
2020 $716,983 $521,565 $529,171 $195,418
2019 $663,083 $556,257 $222,748 $106,826
2018 $693,799 $660,408 $78,931 $33,391
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