Hawaii Leadership Forum C/O CFM

EIN: 454910317 501(c)(3) Human Services

Los Gatos, CA

Total Revenue
$4,000,000
Total Expenses
$3,806,108
Total Assets
$2,211,806
Net Assets
$1,829,026
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2012
Legal Domicile
HI
Principal Officer
Avelino J Halagao
Phone
4083583316
Tax Period
2024-01-01 to 2024-12-31

Hawaii Leadership Forum C/O CFM, founded in 2012, is a community nonprofit in the Human Services sector that reported $4.0M in total revenue in fiscal year 2024. Revenue surged 30% from the prior year, signaling strong growth momentum. Expenses of $3.8M left a modest 5% surplus.

Mission

The Hawaii Leadership Forum is dedicated to developing, engaging, and inspiring leaders to drive impact and catalyze positive change.

Program Service Accomplishments

Program 1
Expenses: $2,356,586

Omidyar Fellows - In 2024, sixteen Omidyar Fellows were selected for Cohort IX and their 9-month curriculum kicked off in September. The curriculum develops stronger leaders, more effective...

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Omidyar Fellows - In 2024, sixteen Omidyar Fellows were selected for Cohort IX and their 9-month curriculum kicked off in September. The curriculum develops stronger leaders, more effective organizations, and cross-sector connections that are necessary to collectively create broad and durable improvements in Hawaii. Fellows continue with 3 Practicum sessions after the initial curriculum phase as change agents in service to address the most significant problems facing Hawaii as part of the Forum of Fellows Network. This ongoing and enduring element of the Omidyar Fellows program fosters further collaboration and continues to equip Fellows with the skills and supports that enable them to improve the quality of life for Hawaii's residents.

Program 2
Expenses: $128,876

Leaders Lab - Leaders Lab is a new initiative started in 2024 that provides a more accessible way for emerging leaders to further their leadership skills to meet the challenges of today. The 2024...

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Leaders Lab - Leaders Lab is a new initiative started in 2024 that provides a more accessible way for emerging leaders to further their leadership skills to meet the challenges of today. The 2024 Labs were organized into five thematic groups that convened on Oahu as part of one-day, annual intensives over three years: Community Organizers & Nonprofit Leaders; Educators & Academic Leaders; Health, Science, and Technology Leaders; Entrepreneurs, Business, and Labor Leaders; and Public Officials and Government Leaders. The five Labs had 99 participants in total and were each co-facilitated by 3 Omidyar Fellows.

Program 3
Expenses: $18,409

Systems Sensing and Impact - Facilitated systems thinking, mapping, and other systems practices to gain clarity on complex issues, identify leverage points for systems change, inform strategic...

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Systems Sensing and Impact - Facilitated systems thinking, mapping, and other systems practices to gain clarity on complex issues, identify leverage points for systems change, inform strategic intent, create learning and adaption plans, and expand collaborative opportunities.

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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 $4,000,000
Program Service Revenue $0
Investment Income $0
Other Revenue $0
TOTAL REVENUE $4,000,000

Expense Breakdown

Grants Paid $14,745
Salaries & Benefits $1,606,479
Fundraising Expenses $0
Program Expenses $2,503,871
Other Expenses $2,184,884
TOTAL EXPENSES $3,806,108

Year-over-Year Comparison

2024 2023 Change
Revenue $4,000,000 $3,075,000 +0.3%
Expenses $3,806,108 $2,678,760 +0.4%
Net Income $193,892 $396,240 -0.5%
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

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Governance

Voting Members
4
Independent Members
4
Employees
8
Volunteers
4

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
4
$573,089
Total Directors
5
$0
Key Employees
0
$0
Highest Compensated
3
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Michael Mohr President, Director 1.92
Officer Director
$0 $0 $0
Kelvin Taketa Director 1.00
Director
$0 $0 $0
Jennifer Sabas Director 1.00
Director
$0 $0 $0
Cathy Luke Director 1.00
Director
$0 $0 $0
Sunshine Topping Director, Treasurer 40.00
Officer Director
$0 $0 $0
Lisa Leong Secretary, Treasurer 40.00
Officer
$173,089 $0 $173,089
AJ Halagao President 40.00
Officer
$400,000 $0 $400,000
William Coy Senior Coach, Action Learn 40.00
Highest
$140,280 $0 $140,280
Troy Siruno Project Associate 40.00
Highest
$107,850 $0 $107,850
Benjamin Trevino Network Coordinator 40.00
Highest
$210,835 $0 $210,835
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 $4,000,000 $3,806,108 $2,211,806 $193,892
2023 $3,075,000 $2,678,760 $2,095,367 $396,240
2022 $2,243,000 $2,471,118 $1,473,029 $-228,118
2021 $2,394,054 $2,328,673 $1,629,789 $65,381
2020 $3,981,466 $3,817,099 $1,613,822 $164,367
2019 $2,584,000 $2,546,535 $1,396,881 $37,465
2018 $2,227,500 $2,097,402 $1,300,952 $130,098
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