The Southeast Conference (EIN 920089028) - 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

1982

Legal Domicile

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

To undertake and support activities that promote strong economies, healthy communities, and a quality environment in southeast Alaska.

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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 $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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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

Total Directors

Key Employees

$103,009

Highest Compensated

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

The Southeast Conference