HISTORIC HAWAI'I FOUNDATION

EIN: 237441972 501(c)(3) Arts, Culture & Humanities

HONOLULU, HI

Total Revenue
$1,292,089
Total Expenses
$1,279,736
Total Assets
$2,712,577
Net Assets
$2,666,582
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1974
Legal Domicile
HI
Principal Officer
KIERSTEN FAULKNER
Phone
8085232900
Tax Period
2024-01-01 to 2024-12-31

HISTORIC HAWAI'I FOUNDATION, founded in 1974, is a community nonprofit in the Arts, Culture & Humanities sector that reported $1.3M in total revenue in fiscal year 2024. Net assets of $2.7M represent 25 months of operating reserves.

Mission

TO ENCOURAGE THE PRESERVATION OF HISTORIC BUILDINGS AND SITES IN HAWAI'I.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $1,018,905
Program Service Revenue $70,496
Investment Income $80,052
Other Revenue $122,636
TOTAL REVENUE $1,292,089

Expense Breakdown

Grants Paid $616,400
Salaries & Benefits $381,445
Fundraising Expenses $30,898
Program Expenses $1,164,648
Other Expenses $281,891
TOTAL EXPENSES $1,279,736

Year-over-Year Comparison

2024 2023 Change
Revenue $1,292,089 $1,196,864 +0.1%
Expenses $1,279,736 $1,305,491 0.0%
Net Income $12,353 $-108,627 -1.1%
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

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Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
28
Independent Members
28
Employees
5
Volunteers
131

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
9
$137,863
Total Directors
34
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
RICK KIEFER PRESIDENT 1.00
Officer Director
$0 $0 $0
JIM KELLY FIRST VICE PRESIDENT 1.00
Officer Director
$0 $0 $0
JOANNA OSHIRO TREASURER 1.00
Officer Director
$0 $0 $0
TRINETTE KAUI SECRETARY 1.00
Officer Director
$0 $0 $0
LEN ISOTOFF AT LARGE OFFICER 1.00
Officer Director
$0 $0 $0
KAWIKA MCKEAGUE AT LARGE OFFICER 1.00
Officer Director
$0 $0 $0
VINCENT SHIGEKUNI AT LARGE OFFICER 1.00
Officer Director
$0 $0 $0
KATIE STEPHENS AT LARGE OFFICER 1.00
Officer Director
$0 $0 $0
CORD ANDERSON TRUSTEE 1.00
Director
$0 $0 $0
RICKY CHING TRUSTEE 1.00
Director
$0 $0 $0
LINDA CHIU TRUSTEE 1.00
Director
$0 $0 $0
DONNE DAWSON TRUSTEE 1.00
Director
$0 $0 $0
BLAINE GEMENO TRUSTEE 1.00
Director
$0 $0 $0
GREG HACKLER TRUSTEE 1.00
Director
$0 $0 $0
HALLETT HAMMATT TRUSTEE 1.00
Director
$0 $0 $0
ALLEN HOE TRUSTEE 1.00
Director
$0 $0 $0
CHRIS HONG TRUSTEE 1.00
Director
$0 $0 $0
IINIMAIKALANI KAHAKALAU TRUSTEE 1.00
Director
$0 $0 $0
MIKE KRAFT TRUSTEE 1.00
Director
$0 $0 $0
TOM LAMBERT TRUSTEE 1.00
Director
$0 $0 $0
JONATHAN MITCHELL TRUSTEE 1.00
Director
$0 $0 $0
NICOLE OKUNA TRUSTEE 1.00
Director
$0 $0 $0
MIKE ROBINSON TRUSTEE 1.00
Director
$0 $0 $0
BARBARA SHIDELER TRUSTEE 1.00
Director
$0 $0 $0
KENNY STANLEY TRUSTEE 1.00
Director
$0 $0 $0
JAN TENBRUGGENCATE TRUSTEE 1.00
Director
$0 $0 $0
ADRIANE TRULUCK TRUSTEE 1.00
Director
$0 $0 $0
STEPHEN UEDA TRUSTEE 1.00
Director
$0 $0 $0
JEREMY BALDWIN FORMER TRUSTEE 1.00
Director
$0 $0 $0
KEKOA KALUHIWA FORMER TRUSTEE 1.00
Director
$0 $0 $0
WENDIE MCALLASTER FORMER TRUSTEE 1.00
Director
$0 $0 $0
WENDY RICE PETERSON FORMER TRUSTEE 1.00
Director
$0 $0 $0
GREGORY PIETSCH FORMER TRUSTEE 1.00
Director
$0 $0 $0
VERNON WONG FORMER TRUSTEE 1.00
Director
$0 $0 $0
KIERSTEN FAULKNER EXECUTIVE DIRECTOR 40.00
Officer
$123,425 $14,438 $137,863
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
2024 $1,292,089 $1,279,736 $2,712,577 $12,353
2023 $1,196,864 $1,305,491 $2,643,145 $-108,627
2022 $1,345,719 $1,174,666 $2,646,286 $171,053
2021 $1,262,395 $990,202 $2,591,431 $272,193
2020 $1,677,302 $1,060,501 $2,292,676 $616,801
2019 $1,128,758 $837,353 $1,701,018 $291,405
2018 $954,338 $740,430 $1,325,774 $213,908
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