PACIFIC HISTORIC PARKS (EIN 990194501) - 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

1979

Legal Domicile

Principal Officer

AILEEN UTTERDYKE

Phone

8089548777

Tax Period

2023-10-01 to 2024-09-30

PACIFIC HISTORIC PARKS, founded in 1979, is a community nonprofit that reported $9.7M in total revenue in fiscal year 2023. The organization ran a surplus of $2.0M, a strong 20% operating margin.

Mission

TO SUPPORT THE NATIONAL PARK SERVICE AND HAWAII'S DEPARTMENT OF LAND AND NATURAL RESOURCES, THROUGH RESEARCH, PRESERVATION, RESTORATION, FUND DEVELOPMENT, EDUCATION, AND INTERPRETIVE PROGRAMS OF WORLD WAR II IN THE PACIFIC AND OTHER PACIFIC HISTORIC SITES.

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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 $588,663

Program Service Revenue $2,849,203

Investment Income $665,633

Other Revenue $5,604,957

TOTAL REVENUE $9,708,456

Expense Breakdown

Grants Paid $718,167

Salaries & Benefits $3,703,386

Fundraising Expenses $181,550

Program Expenses $6,218,544

Other Expenses $3,312,572

TOTAL EXPENSES $7,734,125

Year-over-Year Comparison

	2023	2022	Change
Revenue	$9,708,456	$9,115,339	+0.1%
Expenses	$7,734,125	$6,655,853	+0.2%
Net Income	$1,974,331	$2,459,486	-0.2%

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

875

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

$231,262

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JEFF BELL	CHAIRMAN	10.00	Officer Director	$0	$0	$0
ALMA GROCKI	VICE CHAIRMAN	10.00	Officer Director	$0	$0	$0
MICHAEL SWEDE OLSON	SECRETARY	4.00	Officer Director	$0	$0	$0
ALAN MATTSON	TREASURER	4.00	Officer Director	$0	$0	$0
JAMES M BOERSEMA	DIRECTOR	4.00	Director	$0	$0	$0
NOEL W BRAGG	DIRECTOR	4.00	Director	$0	$0	$0
ALAN HAYASHI	DIRECTOR	4.00	Director	$0	$0	$0
DEAN I HAZAMA	DIRECTOR	4.00	Director	$0	$0	$0
PATRICIA A LUCAS	DIRECTOR	4.00	Director	$0	$0	$0
EDWARD J LYNCH	DIRECTOR	4.00	Director	$0	$0	$0
MARK Y MATSUNAGA	DIRECTOR	4.00	Director	$0	$0	$0
DR ED H NOH	DIRECTOR	4.00	Director	$0	$0	$0
THEODORE TED PECK	DIRECTOR	4.00	Director	$0	$0	$0
CLIF PURKISER	DIRECTOR	4.00	Director	$0	$0	$0
ALBY L SAUNDERS	DIRECTOR	4.00	Director	$0	$0	$0
AILEEN UTTERDYKE	PRESIDENT AND CEO	40.00	Officer	$217,488	$13,774	$231,262
THOMAS GERRISH	DIR. OF INFO AND TECH	40.00	Highest	$127,990	$21,398	$149,388
JAMES MCCOY	DIR. OF COMMUNICATIONS	40.00	Highest	$113,400	$14,369	$127,769
LEE COLLINS	DIR. OF SALES & MARKETING	40.00	Highest	$105,864	$6,910	$112,774

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	$9,708,456	$7,734,125	$28,252,973	$1,974,331
2023	$9,115,339	$6,655,853	$24,971,208	$2,459,486
2022	$9,056,934	$5,340,458	$21,570,403	$3,716,476
2021	$6,271,869	$3,721,639	$20,682,625	$2,550,230
2020	$4,440,631	$4,942,478	$16,680,796	$-501,847
2019	$7,830,656	$6,971,786	$17,166,718	$858,870
2018	$7,725,293	$7,182,620	$15,680,686	$542,673

PACIFIC HISTORIC PARKS