JOHNSON OHANA FOUNDATION C/O HIGH NOTE MANAGEMENT INC (EIN 262089828) - 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

2008

Legal Domicile

Principal Officer

JULIE RENE'

Phone

4156108200

Tax Period

2023-01-01 to 2023-12-31

JOHNSON OHANA FOUNDATION C/O HIGH NOTE MANAGEMENT INC, founded in 2008, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $1.4M in total revenue in fiscal year 2023. Revenue fell 245% from the prior year — a significant decline worth monitoring.

Mission

TO PROMOTE ENVIRONMENTAL AWARENESS, ENVIRONMENTAL PRESERVATION AND ART AND MUSIC PROGRAMS FOR CHILDREN THROUGHOUT THE WORLD.

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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 $327,874

Program Service Revenue $0

Investment Income $-1,683,635

Other Revenue $0

TOTAL REVENUE $-1,355,761

Expense Breakdown

Grants Paid $795,750

Salaries & Benefits $41,076

Fundraising Expenses $0

Program Expenses $880,180

Other Expenses $117,976

TOTAL EXPENSES $954,802

Year-over-Year Comparison

	2023	2022	Change
Revenue	$-1,355,761	$936,575	-2.4%
Expenses	$954,802	$1,102,214	-0.1%
Net Income	$-2,310,563	$-165,639	+12.9%

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

N/A

Employees

Volunteers

N/A

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
JACK JOHNSON	PRESIDENT / DIRECTOR	3.00	Officer Director	$0	$0	$0
LISA PIKE SHEEHY	DIRECTOR	1.00	Director	$0	$0	$0
KIM JOHNSON	VICE PRES / SECTY / DIRECT	5.00	Officer Director	$0	$0	$0
HILARY HAUSER	DIRECTOR	1.00	Director	$0	$0	$0
ERIC CARDENAS	DIRECTOR	1.00	Director	$0	$0	$0
KYLE DATTA	DIRECTOR	1.00	Director	$0	$0	$0
NATALIE MCKINNEY	DIRECTOR	1.00	Director	$0	$0	$0
JULIE RENE	TREASURER	5.00	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
2024	No data	No data	No data	No data
2023	$-1,355,761	$954,802	$15,081,110	$-2,310,563
2022	$936,575	$1,102,214	$17,391,673	$-165,639
2021	$4,588,989	$581,350	$17,557,312	$4,007,639
2020	$927,608	$542,352	$13,549,673	$385,256
2019	$1,234,242	$486,239	$13,164,413	$748,003
2018	$1,021,867	$715,704	$12,416,410	$306,163

JOHNSON OHANA FOUNDATION C/O HIGH NOTE MANAGEMENT INC