HAWAII STATE BAR FOUNDATION

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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

2012

Legal Domicile

Principal Officer

MATTHEW WINTER

Phone

8087927345

Tax Period

2023-01-01 to 2023-12-31

HAWAII STATE BAR FOUNDATION, founded in 2012, is a small nonprofit in the Community Improvement sector that reported $230K in total revenue in fiscal year 2023. Revenue surged 139% from the prior year, signaling strong growth momentum. The organization ran a surplus of $50K, a strong 22% operating margin.

Mission

(1) TO PROMOTE JUSTICE THROUGH PROGRAMS SUCH AS ACCESS TO JUSTICE FOR PERSONS IN NEED OF LEGAL SERVICES, CIVICS EDUCATION, AND OTHER PUBLIC SERVICE PROGRAMS AND PROJECTS, INCLUDING PROGRAMS AND PROJECTS OF THE HAWAII STATE BAR ASSOCIATION; (2) TO IMPROVE THE ADMINISTRATION OF JUSTICE THROUGH THE CREATION, DEVELOPMENT, FUNDING, AND DELIVERY OF CONTINUING PROFESSIONAL AND LEGAL EDUCATION, AND LEADERSHIP, MENTORING AND OTHER PROGRAMS FOR THE LEGAL PROFESSION; AND (3) TO SUPPORT THE CHARITABLE, SCIENTIFIC, LITERARY, RELIGIOUS, OR EDUCATIONAL PURPOSES WITHING THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (OR THE CORRESPONDING PROVISION OF ANY FUTURE UNITED STATES INTERNAL REVENUE LAW) (THE "CODE").

Program Service Accomplishments

Program 1

Expenses: $111,071

AS THE SUPPORTING ORGANIZATION OF THE HAWAII STATE BAR ASSOCIATION (HSBA), GRANTS ARE MADE TO SUPPORT THE CHARITABLE AND EDUCATIONAL MISSION OF THE HSBA, A 501(C)(6) ORGANIZATION, TO FUND PUBLIC...

AS THE SUPPORTING ORGANIZATION OF THE HAWAII STATE BAR ASSOCIATION (HSBA), GRANTS ARE MADE TO SUPPORT THE CHARITABLE AND EDUCATIONAL MISSION OF THE HSBA, A 501(C)(6) ORGANIZATION, TO FUND PUBLIC SERVICE PROJECTS SUCH AS THE SELF HELP CENTERS IN THE COURTS FOR PRO SE PARTIES AND THE JUDICIARY'S COURTS IN THE COMMUNITY, BRINGING SUPREME COURT ARGUMENTS TO HAWAII PUBLIC HIGH SCHOOLS.

Program 2

Expenses: $53,750

GRANTS TO DESERVING PROGRAMS AND NONPROFIT ORGANIZATIONS THAT FURTHER HSBF'S MISSION, INCLUDING IMPROVING DELIVERY OF LEGAL SERVICES TO THOSE IN NEED, FACILITATING ACCESS TO JUSTICE AND INCREASING...

GRANTS TO DESERVING PROGRAMS AND NONPROFIT ORGANIZATIONS THAT FURTHER HSBF'S MISSION, INCLUDING IMPROVING DELIVERY OF LEGAL SERVICES TO THOSE IN NEED, FACILITATING ACCESS TO JUSTICE AND INCREASING PUBLIC UNDERSTANDING OF THE LAW IN HAWAII COMMUNITIES.

Program 3

OUR FELLOWS PROGRAM ACCEPTS DONATIONS FROM INDIVIDUALS WHO ARE DESIGNATED AS FOLLOWS: FOUNDING LIFE FELLOW - PLEDGE 1,000/YEAR FOR 5 YEARS AND CONTINUING EACH YEAR FOUNDING FELLOW - PLEDGE 1,000...

OUR FELLOWS PROGRAM ACCEPTS DONATIONS FROM INDIVIDUALS WHO ARE DESIGNATED AS FOLLOWS: FOUNDING LIFE FELLOW - PLEDGE 1,000/YEAR FOR 5 YEARS AND CONTINUING EACH YEAR FOUNDING FELLOW - PLEDGE 1,000 (250/YEAR FOR 4 YEARS) AND CONTINUING EACH YEAR ASSOCIATE FOUNDING FELLOW - 100 PER YEAR WHILE ELIGIBLE TO BE A MEMBER OF THE YOUNG LAWYERS DIVISION THESE DONATIONS TO HSBF ARE USED TO FURTHER HSBF'S TAX-EXEMPT PURPOSE, IN GENERAL, AND THE SPECIFIED PROGRAM SERVICE ACCOMPLISHMENTS LISTED ABOVE.

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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 $150,127

Program Service Revenue $0

Investment Income $0

Other Revenue $79,474

TOTAL REVENUE $229,601

Expense Breakdown

Grants Paid $164,821

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $169,369

Other Expenses $14,727

TOTAL EXPENSES $179,548

Year-over-Year Comparison

	2023	2022	Change
Revenue	$229,601	$96,065	+1.4%
Expenses	$179,548	$57,672	+2.1%
Net Income	$50,053	$38,393	+0.3%

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

N/A

Volunteers

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
NELISA ASATO	DIRECTOR	1.00	Director	$0	$0	$0
JAN BOIVIN	DIRECTOR	2.00	Director	$0	$0	$0
LANCE COLLINS	DIRECTOR	1.00	Director	$0	$0	$0
GREGORY FREY	DIRECTOR	1.00	Director	$0	$0	$0
KIMI IDE-FOSTER	DIRECTOR	1.00	Director	$0	$0	$0
CAROL KITAOKA	SECRETARY	1.00	Officer Director	$0	$0	$0
DANIEL LAM	DIRECTOR	2.00	Director	$0	$0	$0
MARISSA MACHIDA	DIRECTOR	1.00	Director	$0	$0	$0
DIANE ONO	TREASURER	2.00	Officer Director	$0	$0	$0
WILLIAM KEONI SCHULTZ	DIRECTOR	1.00	Director	$0	$0	$0
BOBBY SENAHA	DIRECTOR	1.00	Director	$0	$0	$0
ILANA WAXMAN	DIRECTOR	2.00	Director	$0	$0	$0
MATTHEW WINTER	PRESIDENT	2.00	Officer 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
2023	$229,601	$179,548	$225,650	$50,053
2022	$96,065	$57,672	$175,597	$38,393
2021	$113,127	$177,533	$137,204	$-64,406
2020	$63,065	$94,527	$201,610	$-31,462
2019	$117,023	$116,165	$233,072	$858
2018	$117,005	$47,473	$232,214	$69,532