KAI LOA INC (EIN 201632545) - 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

IVY K KELLING

Phone

8082359175

Tax Period

2023-07-01 to 2024-06-30

KAI LOA INC, founded in 2004, is a small nonprofit in the Education sector that reported $708K in total revenue in fiscal year 2023. Revenue fell 55% from the prior year — a significant decline worth monitoring. Expenses of $844K exceeded revenue, resulting in a 19% operating deficit.

Mission

TO BUILD NA KULA `O KAMAKAU'S SUCCESS TO ADVANCE AND SUSTAIN THE HAWAIIAN LANGUAGE AND 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 (2023)

Revenue Breakdown

Contributions & Grants $495,866

Program Service Revenue $190,092

Investment Income $13,812

Other Revenue $8,320

TOTAL REVENUE $708,090

Expense Breakdown

Grants Paid $212,630

Salaries & Benefits $83,950

Fundraising Expenses $0

Program Expenses $783,748

Other Expenses $547,158

TOTAL EXPENSES $843,738

Year-over-Year Comparison

	2023	2022	Change
Revenue	$708,090	$1,560,186	-0.5%
Expenses	$843,738	$1,153,822	-0.3%
Net Income	$-135,648	$406,364	-1.3%

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

300

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

$168,690

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROBERT DOMING	CHAIRMAN	1.00	Officer Director	$0	$0	$0
MARCI W ARROYO	VICE CHAIR	1.00	Officer Director	$0	$0	$0
ELIZABETH AULSEBROOK	SECRETARY	1.00	Officer Director	$0	$0	$0
KURT KLEIN	DIRECTOR	1.00	Director	$0	$0	$0
ILIMA SHIMA	DIRECTOR	1.00	Director	$0	$0	$0
IVY K KELLING	EXECUTIVE DI	10.00	Officer	$19,948	$28,896	$168,690

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	$708,090	$843,738	$4,578,266	$-135,648
2023	$1,560,186	$1,153,822	$4,956,331	$406,364
2022	$789,115	$909,555	$4,540,494	$-120,440
2021	$646,489	$791,632	$4,485,183	$-145,143
2020	$817,602	$973,901	$4,788,303	$-156,299
2019	$899,805	$965,449	$5,116,994	$-65,644

KAI LOA INC