HOLISTIC HONU WELLNESS CENTER (EIN 201846091) - 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

Leslie Susan Ko

Tax Period

2020-01-01 to 2020-12-31

HOLISTIC HONU WELLNESS CENTER, founded in 2004, is a small nonprofit that reported $172K in total revenue in fiscal year 2020. Revenue surged 390% from the prior year, signaling strong growth momentum. The organization ran a surplus of $55K, a strong 32% operating margin.

Mission

HHWC is dedicated to preserving & perpetuating the Hawaiian culture through education and healing. HHWC provides free to low fee, culturally appropriate traditional healing, COVID 19 assistance, palliative care, education, and general outreach services to more than 4000 persons annually.

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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 (2020)

Revenue Breakdown

Contributions & Grants $147,807

Program Service Revenue $24,632

Investment Income $0

Other Revenue $0

TOTAL REVENUE $172,439

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $12,879

Program Expenses $59,759

Other Expenses $117,836

TOTAL EXPENSES $117,836

Year-over-Year Comparison

	2020	2019	Change
Revenue	$172,439	$35,210	+3.9%
Expenses	$117,836	N/A	N/A
Net Income	$54,603	$35,210	+0.6%

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
Leslie Susan Ko	Executive Director	40.00	Officer	$0	$0	$0
Jasan Shawn Winship Senior	Secretary-Treasurer	10.00	Officer	$0	$0	$0
Jenny Lynn Kidder	Director, Animal Services	5.00	Officer	$0	$0	$0
Michael Timothy MacDougall	Deputy Director	5.00	Officer	$0	$0	$0
Christina Guerrero	Director, Clinical Services	10.00	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
2020	$172,439	$117,836	$1,489	$54,603

HOLISTIC HONU WELLNESS CENTER