HAWAII YOGA INSTITUTE

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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

2013

Legal Domicile

Principal Officer

SHARON BURCH

Phone

8708677337

Tax Period

2019-01-01 to 2019-12-31

HAWAII YOGA INSTITUTE, founded in 2013, is a small nonprofit in the Education sector that reported $147K in total revenue in fiscal year 2019. Revenue decreased 17% compared to the prior year. The organization ran a surplus of $28K, a strong 19% operating margin.

Mission

PROVIDE ACCREDITED INSTRUCTION FOR INDIVIDUALS TO BECOME SERVICE BASED EDUCATORS IN THE MEDITATION, SPIRITUAL, AND PHYSICAL ASPECTS OF YOGA.

Program Service Accomplishments

Program 1

Expenses: $119,786 Revenue: $147,200

INSTRUCTION FOR INDIVIDUALS TO BECOME SERVICE BASED EDUCATORS IN THE MEDITATION, SPIRITUAL, AND PHYSICAL ASPECTS OF YOGA.

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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 (2019)

Revenue Breakdown

Contributions & Grants $257

Program Service Revenue $147,200

Investment Income $0

Other Revenue $0

TOTAL REVENUE $147,457

Expense Breakdown

Grants Paid $18,065

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $119,786

Other Expenses $101,721

TOTAL EXPENSES $119,786

Year-over-Year Comparison

	2019	2018	Change
Revenue	$147,457	$178,732	-0.2%
Expenses	$119,786	$160,576	-0.3%
Net Income	$27,671	$18,156	+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

Governance

Voting Members

Independent Members

Employees

N/A

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
ADRIA PICKETT	FOUNDER	N/A		$43,626	$0	$43,626
SHARON BURCH	PRESIDENT	8.00	Officer Director	$0	$0	$0
KAY DEEVER	SECRETARY	0.10	Officer Director	$0	$0	$0
LANA HAAS	DIRECTOR	0.10	Director	$0	$0	$0
JULIE YASTE	DIRECTOR	0.10	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
2019	$147,457	$119,786	$22,208	$27,671
2019	$147,457	$119,786	$22,208	$27,671