O'HANA HERITAGE FOUNDATION INC (EIN 371523448) - 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

TIEAL BISHOP

Phone

5742358899

Tax Period

2023-01-01 to 2023-12-31

O'HANA HERITAGE FOUNDATION INC, founded in 2003, is a community nonprofit in the Health Care sector that reported $2.5M in total revenue in fiscal year 2023. Revenue surged 53% from the prior year, signaling strong growth momentum. The organization ran a surplus of $694K, a strong 28% operating margin.

Mission

WE CREATE A WORLD OF "YES" FOR MEDICALLY FRAGILE CHILDREN AND THEIR FAMILIES, AND WE WON'T QUIT. TO PROVIDE FISCAL SUPPORT AND PROMOTE COMMUNITY AWARENESS AND INVOLVEMENT TO FULFILL THE MISSION OF A ROSIE PLACE FOR CHILDREN. IN A SAFE AND NURTURING ENVIRONMENT, A ROSIE PLACE FOR CHILDREN PROVIDES A HAVEN FOR MEDICALLY FRAGILE CHILDREN WHILE GIVING FAMILY MEMBERS PERIODS OF RELIEF FROM THE DEMANDS OF PROVIDING TWENTY-FOUR HOUR CARE.

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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 $1,983,021

Program Service Revenue $403,104

Investment Income $85,807

Other Revenue $-15,893

TOTAL REVENUE $2,456,039

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,402,037

Fundraising Expenses $133,749

Program Expenses $1,078,570

Other Expenses $359,963

TOTAL EXPENSES $1,762,000

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,456,039	$1,600,594	+0.5%
Expenses	$1,762,000	$1,275,440	+0.4%
Net Income	$694,039	$325,154	+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

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

438

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

$136,654

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JENNIFER MARTELL	BOARD MEMBER	0.50	Director	$0	$0	$0
TONY BOMBACINO	BOARD MEMBER	0.50	Director	$0	$0	$0
KAVITA VENKATESH	BOARD MEMBER	0.50	Director	$0	$0	$0
KARLEY WALZ	BOARD MEMBER	0.50	Director	$0	$0	$0
MYRA SWINTZ	BOARD MEMBER	0.50	Director	$0	$0	$0
LISA HAINES	BOARD MEMBER	0.50	Director	$0	$0	$0
BARB WHITE	BOARD MEMBER	0.50	Director	$0	$0	$0
PAUL CAFIERO	BOARD MEMBER	0.50	Director	$0	$0	$0
MATT LYNN	BOARD MEMBER	0.50	Director	$0	$0	$0
SHERRY ROUSSARIE	BOARD MEMBER	0.50	Director	$0	$0	$0
JIM MARTINDALE	TREASURER	0.75	Officer Director	$0	$0	$0
BILL COUGHLIN	VICE PRESIDENT	0.75	Officer Director	$0	$0	$0
LENORE TRACY	PRESIDENT	0.75	Officer Director	$0	$0	$0
TIEAL BISHOP	CEO	40.00	Officer	$136,654	$0	$136,654
MICHAELEEN CONLEE	ADMINISTRATOR	40.00	Highest	$127,098	$0	$127,098

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	$2,456,039	$1,762,000	$4,733,253	$694,039
2022	$1,600,594	$1,275,440	$4,043,005	$325,154
2021	$2,389,664	$1,181,034	$3,709,478	$1,208,630
2020	$1,322,119	$1,059,384	$2,473,069	$262,735
2019	$1,042,852	$1,099,295	$2,428,588	$-56,443
2018	$803,744	$917,845	$2,265,176	$-114,101

O'HANA HERITAGE FOUNDATION INC