Kodiak Historical Society (EIN 926002560) - 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

1957

Legal Domicile

Principal Officer

Kristin O'Lear

Phone

9074865908

Tax Period

2024-07-01 to 2025-06-30

Kodiak Historical Society, founded in 1957, is a small nonprofit in the Arts, Culture & Humanities sector that reported $418K in total revenue in fiscal year 2024. Revenue fell 49% from the prior year — a significant decline worth monitoring. Expenses of $548K exceeded revenue, resulting in a 31% operating deficit.

Mission

Our mission is to facilitate exploration of the natural, cultural, and artistic heritage of Kodiak Island and surrounding communities to create opportunities for the public to discover, share, and exchange knowledge using the collections and resources made available through the operation of the Kodiak History Museum.

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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 (2024)

Revenue Breakdown

Contributions & Grants $82,022

Program Service Revenue $226,230

Investment Income $96,068

Other Revenue $14,113

TOTAL REVENUE $418,433

Expense Breakdown

Grants Paid $0

Salaries & Benefits $426,835

Fundraising Expenses $22,746

Program Expenses $434,297

Other Expenses $120,871

TOTAL EXPENSES $547,706

Year-over-Year Comparison

	2024	2023	Change
Revenue	$418,433	$819,191	-0.5%
Expenses	$547,706	$488,508	+0.1%
Net Income	$-129,273	$330,683	-1.4%

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

$55,164

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Kristin O'Lear	Executive Director	40.00	Officer	$52,044	$3,120	$55,164
Michael Bach	President	1.00	Officer Director	$0	$0	$0
Mary Toughas	Vice President	1.00	Officer Director	$0	$0	$0
Teri Mahle	Treasurer	1.00	Officer Director	$0	$0	$0
Candace Branson	Secretary	1.00	Officer Director	$0	$0	$0
Roberta Austring	Director	1.00	Director	$0	$0	$0
Sarah Simeonoff	Director	1.00	Director	$0	$0	$0
Amanda Lancaster	Director	1.00	Director	$0	$0	$0
Toby Sullivan	Director	1.00	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
2025	$418,433	$547,706	$3,230,529	$-129,273
2024	$819,191	$488,508	$3,192,440	$330,683
2023	$422,338	$473,754	$2,665,908	$-51,416
2022	$267,155	$354,381	$2,604,958	$-87,226
2021	$1,521,632	$282,154	$3,002,329	$1,239,478
2020	$279,724	$391,530	$1,501,102	$-111,806
2019	$525,909	$749,850	$1,588,270	$-223,941
2018	$225,074	$284,762	$1,648,927	$-59,688

Kodiak Historical Society