UKULELE FESTIVAL HAWAII (EIN 200748495) - 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

2004

Legal Domicile

Principal Officer

ROY SAKUMA

Phone

8084860546

Tax Period

2023-01-01 to 2023-12-31

UKULELE FESTIVAL HAWAII, founded in 2004, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $10K in total revenue in fiscal year 2023. Revenue fell 90% from the prior year — a significant decline worth monitoring. Expenses of $36K exceeded revenue, resulting in a 266% operating deficit.

Mission

TO PRODUCE, PROMOTE, ARRANGE FREE ANNUAL UKULELE FESTIVALS, AND TO BRING "LAUGHTER, LOVE AND HOPE TO CHILDREN AND ADULTS THROUGHOUT HAWAII AND THE WORLD THROUGH THE MUSIC OF THE UKULELE.

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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 $35,344

Program Service Revenue $0

Investment Income $0

Other Revenue $-25,434

TOTAL REVENUE $9,910

Expense Breakdown

Grants Paid $4,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $25,249

Other Expenses $32,229

TOTAL EXPENSES $36,229

Year-over-Year Comparison

	2023	2022	Change
Revenue	$9,910	$103,462	-0.9%
Expenses	$36,229	$85,960	-0.6%
Net Income	$-26,319	$17,502	-2.5%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROY SAKUMA	PRESIDENT	10.00	Officer Director	$0	$0	$0
CHERYL TAMURA	VP/SECRETARY	10.00	Officer Director	$0	$0	$0
JAN MCEWAN	DIRECTOR	10.00	Director	$0	$0	$0
LAUREN BABA	DIRECTOR	10.00	Director	$0	$0	$0
HERB OHTA JR	DIRECTOR	10.00	Director	$0	$0	$0
JAKE SHIMABUKURO	DIRECTOR	10.00	Director	$0	$0	$0
LEE TERAOKA	DIRECTOR	10.00	Director	$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
2023	$9,910	$36,229	$123,915	$-26,319
2022	$103,462	$85,960	$155,195	$17,502
2021	$101,893	$63,418	$137,743	$38,475
2020	$72,193	$112,600	$97,747	$-40,407
2019	$196,946	$217,189	$138,154	$-20,243
2018	$158,684	$174,761	$158,397	$-16,077

UKULELE FESTIVAL HAWAII