KONA HISTORICAL SOCIETY

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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

1976

Legal Domicile

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.

Program Service Accomplishments

Program 1

Expenses: $121,392 Revenue: $48,003

KONA COFFEE LIVING HISTORY FARM. PATRONS AND STUDENTS ARE INSPIRED BY THE LIVES OF PIONEER COFFEE FARMERS. COSTUMED INTERPRETERS DEMONSTRATE JAPANESE COOKING USING TRADITIONAL IMPLEMENTS AND A...

KONA COFFEE LIVING HISTORY FARM. PATRONS AND STUDENTS ARE INSPIRED BY THE LIVES OF PIONEER COFFEE FARMERS. COSTUMED INTERPRETERS DEMONSTRATE JAPANESE COOKING USING TRADITIONAL IMPLEMENTS AND A WOOD-BURNING STOVE, AND DEMONSTRATE HOW COFFEE IS PICKED AND PROCESSED, WHILE EXPLAINING THE ROLE OF THE DONKEY IN COFFEE FARMING. VISITORS LEAVE THE SITE WITH AN APPRECIATION OF THE CRITICAL ROLE OF CHILDREN IN THE SUCCESS OF THE COFFEE FARM, AND THE CONTRAST BETWEEN THEIR OWN MODERN LIFE AND THE FAMILY OF 1920'S KONA MAUKA. JAPANESE AMERICAN AND LOCAL IMMIGRANT CULTURE, IN PARTICULAR, IS EMPHASIZED IN PROGRAM PERFORMANCES AND CULTURAL CRAFT FAIR ACTIVITIES.

Program 2

Expenses: $56,026 Revenue: $22,155

H.N. GREENWELL STORE MUSEUM. VISITORS ENTER THE STONE BUILDING CONSTRUCTED CA. 1870, WHERE IMPORTED AND EXPORTED GOODS FORM THE LATE 19TH CENTURY ARE DISPLAYED AND EXPLAINED, WITH OPPORTUNITIES FOR VISITORS TO TOUCH AND EXPERIENCE THE OBJECTS. TRAINED AND COSTUMED INTERPRETERS DISCUSS SUBJECTS INCLUDING RANCHING, DAIRYING, LAND USE, ETHNIC GROUPS, AND TRADE WITH THE OUTSIDE WORLD.

Program 3

Expenses: $9,337 Revenue: $3,692

PORTUGUESE STONE OVEN. PARTICIPANTS VISITING ON THURSDAYS PARTICIPATE IN ROLLING AND PANNING THE DOUGH AS PART OF THE AUTHENTIC BREAD-BAKING PROGRAM. AN IMPORTANT LEARNING OUTCOME IS A BETTER...

PORTUGUESE STONE OVEN. PARTICIPANTS VISITING ON THURSDAYS PARTICIPATE IN ROLLING AND PANNING THE DOUGH AS PART OF THE AUTHENTIC BREAD-BAKING PROGRAM. AN IMPORTANT LEARNING OUTCOME IS A BETTER UNDERSTANDING OF PORTUGUESE TRADITIONS, INCLUDING HOW SWEETBREAD BECOME PART OF HAWAII'S CULTURE. ABOUT 100 LOAVES OF BREAD ARE BAKED AND SOLD EACH WEEK TO A STEADY STREAM OF CUSTOMERS, FURTHERING THEIR APPRECIATION OF KONA'S CULTURE.

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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 $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

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

$50,375

Total Directors

Key Employees

Highest Compensated

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