KONA HISTORICAL SOCIETY

EIN: 990167275 501(c)(3) Arts, Culture & Humanities

CAPTAIN COOK, HI

Total Revenue
$459,661
Total Expenses
$356,700
Total Assets
$1,678,933
Net Assets
$1,467,573
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1976
Legal Domicile
HI
Principal Officer
LISA GREENWELL HUMMEL
Phone
8083233222
Tax Period
2024-01-01 to 2024-12-31

KONA HISTORICAL SOCIETY, founded in 1976, is a small nonprofit in the Arts, Culture & Humanities sector that reported $460K in total revenue in fiscal year 2024. Revenue surged 29% from the prior year, signaling strong growth momentum. The organization ran a surplus of $103K, a strong 22% operating margin.

Mission

THE KONA HISTORICAL SOCIETY PRESERVES THE HISTORY OF KONA TO ENRICH, INSPIRE, AND INFORM OUR COMMUNITY AND VISITORS. WE DO THIS THROUGH COLLECTING, PRESERVING, RESEARCHING, INTERPRETING, AND DISSEMINATING THE HISTORY OF KONA, WITH SPECIAL EMPHASIS ON THE PERIOD FROM 1830 TO THE PRESENT. THE KONA HISTORICAL SOCIETY CONNECTS PAST, CURRENT, AND FUTURE GENERATIONS TO KONA AND HAWAII'S HISTORY, AND INSPIRES AN APPRECIATION OF ITS HERITAGE.

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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 (2024)

Revenue Breakdown

Contributions & Grants $332,982
Program Service Revenue $113,548
Investment Income $3,596
Other Revenue $9,535
TOTAL REVENUE $459,661

Expense Breakdown

Grants Paid $0
Salaries & Benefits $250,798
Fundraising Expenses $0
Program Expenses $311,258
Other Expenses $105,902
TOTAL EXPENSES $356,700

Year-over-Year Comparison

2024 2023 Change
Revenue $459,661 $355,843 +0.3%
Expenses $356,700 $369,616 0.0%
Net Income $102,961 $-13,773 -8.5%
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

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Liquidity & Cash Position

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Governance

Voting Members
11
Independent Members
11
Employees
15
Volunteers
20

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
5
$50,375
Total Directors
11
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
LISA GREENWELL HUMMEL PRESIDENT 10.00
Officer Director
$0 $0 $0
DYLAN NONAKA VICE PRESIDE 0.30
Officer Director
$0 $0 $0
KEHELELANI ALOHIKEA-SMITH SECRETARY 0.30
Officer Director
$0 $0 $0
MORGAN TAYLOR SECRETARY 0.30
Officer Director
$0 $0 $0
HUDSON COWELL DIRECTOR 0.30
Director
$0 $0 $0
HANNAH SPRINGER DIRECTOR 0.30
Director
$0 $0 $0
MIKE VITOUSEK DIRECTOR 0.30
Director
$0 $0 $0
JULIANA KAILIHIWA DIRECTOR 0.30
Director
$0 $0 $0
ALENA GRIFFEY DIRECTOR 0.30
Director
$0 $0 $0
SHANE AKONI NELSEN DIRECTOR 0.30
Director
$0 $0 $0
LAYSAN UNGER DIRECTOR 3.00
Director
$0 $0 $0
MICHELLE ROMO EXECUTIVE DI 40.00
Officer
$43,053 $7,322 $50,375
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 $459,661 $356,700 $1,678,933 $102,961
2023 $355,843 $369,616 $1,583,610 $-13,773
2022 $463,246 $488,427 $1,541,624 $-25,181
2021 $517,927 $472,531 $1,671,075 $45,396
2020 $227,653 $540,014 $1,596,953 $-312,361
2019 $465,170 $685,150 $1,730,023 $-219,980
2018 $884,251 $730,089 $1,893,474 $154,162
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