TRI-ISLE PERSONAL CARE INC (EIN 134341854) - 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

2006

Legal Domicile

Principal Officer

VALERIE M K MATSUNAGA

Phone

8088724100

Tax Period

2023-01-01 to 2023-12-31

TRI-ISLE PERSONAL CARE INC, founded in 2006, is a small nonprofit in the Employment sector that reported $349K in total revenue in fiscal year 2023.

Mission

TO PROVIDE IN-HOME PERSONAL CARE SERVICES TO THE ELDERLY AND DISABLED.

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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 $0

Program Service Revenue $348,599

Investment Income $0

Other Revenue $0

TOTAL REVENUE $348,599

Expense Breakdown

Grants Paid $0

Salaries & Benefits $310,385

Fundraising Expenses $0

Program Expenses $323,364

Other Expenses $38,214

TOTAL EXPENSES $348,599

Year-over-Year Comparison

	2023	2022	Change
Revenue	$348,599	$351,956	0.0%
Expenses	$348,599	$351,956	0.0%
Net Income	$0	$0	N/A

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

N/A

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

$330,664

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TERVOR TOKISHI	1ST VICE PRESIDENT	0.08	Officer Director	$0	$0	$0
VALERIE MATSUNAGA	TREASURER	0.08	Officer Director	$0	$0	$0
DON FUJIMOTO	SECRETARY	0.08	Officer Director	$0	$0	$0
TERI HAMASAKI	2ND VICE PRESIDENT	0.08	Officer Director	$0	$0	$0
ANDERS LYONS	PRESIDENT	0.08	Officer Director	$0	$0	$0
GRANT CHUN	EXECUTIVE DIRECTOR	3.33	Officer	$0	$68,471	$330,664
CANDIS WILKINSON	CONTROLLER	3.33	Highest	$0	$0	$119,264
PAIGE MAMUAD	HR DIRECTOR	3.33	Highest	$0	$0	$122,898
KEHAULANI FEGAI	HOUSING DIRECTOR	3.33	Highest	$0	$0	$103,761

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	No data	No data	No data	No data
2023	$348,599	$348,599	$90,602	No data
2022	$351,956	$351,956	$88,685	No data
2021	$406,281	$406,281	$91,147	No data
2020	$467,646	$467,648	$93,981	$-2
2019	$446,164	$446,362	$62,273	$-198
2018	$466,605	$465,603	$57,794	$1,002

TRI-ISLE PERSONAL CARE INC