TACOMA HISTORICAL SOCIETY (EIN 943146516) - 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

1999

Legal Domicile

Principal Officer

JAMES CATALINICH

Phone

2534723738

Tax Period

2025-01-01 to 2025-12-31

TACOMA HISTORICAL SOCIETY, founded in 1999, is a small nonprofit that reported $268K in total revenue in fiscal year 2025. Revenue surged 138% from the prior year, signaling strong growth momentum. The organization ran a surplus of $83K, a strong 31% operating margin.

Mission

COLLECT, DOCUMENT, SHARE THE UNIQUE HISTORY OF TACOMA, WA

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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 (2025)

Revenue Breakdown

Contributions & Grants $265,870

Program Service Revenue $1,804

Investment Income $1

Other Revenue $0

TOTAL REVENUE $267,675

Expense Breakdown

Grants Paid $0

Salaries & Benefits $108,317

Fundraising Expenses $0

Program Expenses $124,445

Other Expenses $76,248

TOTAL EXPENSES $184,565

Year-over-Year Comparison

	2025	2024	Change
Revenue	$267,675	$112,262	+1.4%
Expenses	$184,565	$180,103	+0.0%
Net Income	$83,110	$-67,841	-2.2%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAMES CATALINI	PRESIDENT	4	Officer Director	$0	$0	$0
DOUG ANDERSON	VICE PRESIDENT	2	Officer Director	$0	$0	$0
GENIE JEFFERSO	VICE PRESIDENT	2	Officer Director	$0	$0	$0
ANDREW KOUKLIS	TREASURER	8	Officer Director	$0	$0	$0
DAVID SHAW	MEMBER	2	Director	$0	$0	$0
DEBBIE WINSKIL	MEMBER	1	Director	$0	$0	$0
SURB-OCONNELL	MEMBER	1	Director	$0	$0	$0
ELAINE HILTON	MEMBER	1	Director	$0	$0	$0
BN SKIFFINGTON	MEMBER	1	Director	$0	$0	$0
BRIAN EBERSOLE	MEMBER	1	Director	$0	$0	$0
RICHARD WALLAC	MEMBER	1	Director	$0	$0	$0
KAREN LARKIN	MEMBER	0	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	$267,675	$184,565	$131,636	$83,110
2019	$208,877	$163,330	$274,131	$45,547
2018	$196,888	$172,584	$226,717	$24,304

TACOMA HISTORICAL SOCIETY