HANA RETREAT

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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

2002

Legal Domicile

Principal Officer

KAUI KANAKAOLE

Phone

8082487841

Tax Period

2023-01-01 to 2023-12-31

HANA RETREAT, founded in 2002, is a small nonprofit in the Education sector that reported $419K in total revenue in fiscal year 2023. Revenue surged 38% from the prior year, signaling strong growth momentum. Expenses of $378K left a modest 10% surplus.

Mission

THE ORGANIZATION OFFERS PROGRAMS IN WELLNESS, SPIRITUAL, MENTAL, EMOTIONAL AND PHYSICAL HEALTH STUDIES AND PRACTICES FROM AROUND THE WORLD.

Program Service Accomplishments

Program 1

Expenses: $233,100 Revenue: $182,415

THE ORGANIZATION HELD PROGRAMS WHICH SERVED APPROXIMATELY 2000 PROGRAM PARTICIPANTS.

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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 $237,459

Program Service Revenue $182,415

Investment Income $0

Other Revenue $-1,063

TOTAL REVENUE $418,811

Expense Breakdown

Grants Paid $0

Salaries & Benefits $208,190

Fundraising Expenses $0

Program Expenses $233,486

Other Expenses $169,576

TOTAL EXPENSES $377,766

Year-over-Year Comparison

	2023	2022	Change
Revenue	$418,811	$303,088	+0.4%
Expenses	$377,766	$280,471	+0.3%
Net Income	$41,045	$22,617	+0.8%

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

116

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
KATHLEEN M SPALDING	MEMBER	N/A	Director	$0	$0	$0
RICK RUTIZ	MEMBER	N/A	Director	$0	$0	$0
MOANI AIONA	SECRETARY	N/A	Officer Director	$0	$0	$0
PHILLIP O'CONNOR	TREASURER	N/A	Officer Director	$0	$0	$0
ROZITTA HOOPAI	PRESIDENT	N/A	Officer Director	$0	$0	$0
KAUI KANAKAOLE	EXECUTIVE DI	N/A	Officer	$0	$0	$0
JAMES FREUDENBERG-PU	VICE PRESIDE	N/A	Officer Director	$0	$0	$0
JAMIL D NEWIRTH	MEMBER	N/A	Director	$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	$418,811	$377,766	$352,271	$41,045
2022	$303,088	$280,471	$306,531	$22,617
2021	$343,734	$235,017	$288,994	$108,717
2020	$215,292	$158,156	$182,630	$57,136
2019	$367,631	$371,829	$114,460	$-4,198
2018	$327,653	$307,971	$120,785	$19,682