PUAKEA FOUNDATION OF HAWAII INC (EIN 205395153) - 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

MARK KALEHELE

Tax Period

2021-01-01 to 2021-12-31

PUAKEA FOUNDATION OF HAWAII INC, founded in 2003, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $2K in total revenue in fiscal year 2021. Revenue fell 64% from the prior year — a significant decline worth monitoring. Expenses of $10K exceeded revenue, resulting in a 346% operating deficit.

Mission

THE FOUNDATION WAS FORMED TO PERPETUATE THE TEACHING, RESTORATION, BUILDING AND RACING OF HAWAIIAN KOA WOOD CANOES

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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 (2021)

Revenue Breakdown

Contributions & Grants $1,531

Program Service Revenue $685

Investment Income $0

Other Revenue $0

TOTAL REVENUE $2,216

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $2,000

Other Expenses $9,888

TOTAL EXPENSES $9,888

Year-over-Year Comparison

	2021	2020	Change
Revenue	$2,216	$6,074	-0.6%
Expenses	$9,888	$5,734	+0.7%
Net Income	$-7,672	$340	-23.6%

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	Role	Reportable Comp	Other Comp	Total
HOVEY LAMBERT	DIRECTOR	Director	$0	$0	$0
ALICIA SITAN	DIRECTOR	Director	$0	$0	$0
DOROTHY MACK	TREASURER	Officer	$0	$0	$0
MARK KALEHELE	PRESIDENT	Officer	$0	$0	$0
LYNDA MURAKAMI	VICE PRESIDENT	Officer	$0	$0	$0
NOE PUNIWAI	SECRETARY	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
2021	$2,216	$9,888	$84,499	$-7,672
2020	$6,074	$5,734	$92,171	$340
2019	$65,441	$60,677	$93,069	$4,764
2018	$132,665	$180,603	$87,560	$-47,938

PUAKEA FOUNDATION OF HAWAII INC