ULU A E LEARNING CENTER (EIN 465123215) - 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

Principal Officer

MIKI'ALA LIDSTONE

Phone

8087223036

Tax Period

2024-01-01 to 2024-12-31

ULU A E LEARNING CENTER is a small nonprofit in the Community Improvement sector that reported $718K in total revenue in fiscal year 2024. Revenue grew 14% year-over-year, indicating healthy expansion. Expenses of $618K left a modest 14% surplus.

Mission

TO EMPOWER AND ENRICH LIVES THROUGH PROGRAMS THAT DEVELOP SKILLS, BUILD CONFIDENCE AND PROMOTE HEALTHY RELATIONSHIPS BASED ON HAWAIIAN VALUES AND CUSTOMS.

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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 (2024)

Revenue Breakdown

Contributions & Grants $604,430

Program Service Revenue $107,913

Investment Income $5,767

Other Revenue $0

TOTAL REVENUE $718,110

Expense Breakdown

Grants Paid $0

Salaries & Benefits $241,897

Fundraising Expenses $0

Program Expenses $617,518

Other Expenses $375,621

TOTAL EXPENSES $617,518

Year-over-Year Comparison

	2024	2023	Change
Revenue	$718,110	$628,089	+0.1%
Expenses	$617,518	$573,574	+0.1%
Net Income	$100,592	$54,515	+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

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

$77,359

Total Directors

$77,359

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MIKI'ALA LIDSTONE	EXECUTIVE DI	40.00	Officer Director	$77,359	$0	$77,359
KELLY KITASHIMA	PRESIDENT	1.00	Officer Director	$0	$0	$0
LOEA AKIONA	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
JAMIE BARUT	TREASURER	1.00	Officer Director	$0	$0	$0
MONTE MCCOMBER	SECRETARY	1.00	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
2024	$718,110	$617,518	$767,112	$100,592
2023	$628,089	$573,574	$567,163	$54,515
2022	$707,898	$588,074	$481,815	$119,824
2021	$578,229	$479,607	$369,353	$98,622
2020	$296,164	$330,159	$28,977	$-33,995

ULU A E LEARNING CENTER