KOKUA HAWAII FOUNDATION C/O HIGH NOTE MANAGEMENTINC (EIN 200315475) - 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

2003

Legal Domicile

Principal Officer

JULIE RENE'

Phone

4156108200

Tax Period

2023-07-01 to 2024-06-30

KOKUA HAWAII FOUNDATION C/O HIGH NOTE MANAGEMENTINC, founded in 2003, is a community nonprofit in the Environment sector that reported $2.4M in total revenue in fiscal year 2023. Revenue surged 68% from the prior year, signaling strong growth momentum. The organization ran a surplus of $571K, a strong 24% operating margin.

Mission

TO SUPPORT ENVIRONMENTAL EDUCATION IN THE SCHOOLS AND COMMUNITIES OF HAWAII.

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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 $1,578,178

Program Service Revenue $313,938

Investment Income $473,437

Other Revenue $0

TOTAL REVENUE $2,365,553

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,050,686

Fundraising Expenses $59,677

Program Expenses $1,513,373

Other Expenses $743,769

TOTAL EXPENSES $1,794,455

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,365,553	$1,410,136	+0.7%
Expenses	$1,794,455	$1,649,662	+0.1%
Net Income	$571,098	$-239,526	-3.4%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JACK HODY JOHNSON	VP AND SECRETARY	5.00	Officer	$0	$0	$0
KIMBERLY BAKER JOHNSON	PRESIDENT	15.00	Officer	$0	$0	$0
JULIE RENE'	TREASURER	5.00	Officer	$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	No data	No data	No data	No data
2024	$2,365,553	$1,794,455	$18,574,620	$571,098
2023	$1,410,136	$1,649,662	$18,003,522	$-239,526
2022	$1,347,052	$1,227,547	$18,243,048	$119,505
2021	$1,266,399	$850,676	$18,123,826	$415,723
2020	$744,832	$1,000,919	$17,799,512	$-256,087
2019	$986,536	$993,634	$17,963,907	$-7,098
2018	$760,193	$858,965	$17,971,005	$-98,772

KOKUA HAWAII FOUNDATION C/O HIGH NOTE MANAGEMENTINC