NA LEI ALOHA 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

2003

Legal Domicile

Principal Officer

CHIEKO STEELE

Phone

8089421848

Tax Period

2023-01-01 to 2023-12-31

NA LEI ALOHA FOUNDATION, founded in 2003, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.4M in total revenue in fiscal year 2023. The organization ran a surplus of $617K, a strong 44% operating margin.

Mission

NA LEI ALOHA FOUNDATION'S MISSION AND GOALS ARE TO ENCOURAGE HARMONY IN DIVERSITY TO BUILD CARING COMMUNITIES THAT VALUE AND LIVE THE ALOHA SPIRIT, BE A CONVENER AND CATALYST THROUGH PROVIDING EXPERIENCES TO EFFECT POSITIVE ACTION, CULTIVATE KNOWLEDGE OF OUR INTERCONNECTEDNESS THAT RESULTS IN PEOPLE FEELING A DEEP SENSE OF RESPONSIBILITY, BELONGING, AND CARING FOR ONE ANOTHER, AND TO SUPPORT SHINNYO-EN HAWAII IN WORKING FOR THE GENERAL WELFARE AND PROSPERITY OF ALL PEOPLE.

Program Service Accomplishments

Program 1

Expenses: $364,409

DIRECT CONTRIBUTIONS TO VARIOUS CHARITABLE ORGANIZATIONS

Program 2

EDUCATIONAL AWARDS TO DESERVING INDIVIDUALS AND ORGANIZATIONS

Program 3

Expenses: $184,951

TO ENCOURAGE HARMONY IN DIVERSITY TO BUILD CARING COMMUNITIES THAT VALUE AND LIVE THE ALOHA SPIRIT, BE A CONVENER AND CATALYST THROUGH PROVIDING EXPERIENCES TO EFFECT POSITIVE ACTION, CULTIVATE...

TO ENCOURAGE HARMONY IN DIVERSITY TO BUILD CARING COMMUNITIES THAT VALUE AND LIVE THE ALOHA SPIRIT, BE A CONVENER AND CATALYST THROUGH PROVIDING EXPERIENCES TO EFFECT POSITIVE ACTION, CULTIVATE KNOWLEDGE OF OUR INTERCONNECTEDNESS THAT RESULTS IN PEOPLE FEELING A DEEP SENSE OF RESPONSIBILITY, BELONGING, AND CARING FOR ONE ANOTHER, AND TO SUPPORT SHINNYO-EN HAWAII IN WORKING FOR THE GENERAL WELFARE AND PROSPERITY OF ALL PEOPLE.

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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 $1,003,912

Program Service Revenue $0

Investment Income $398,698

Other Revenue $0

TOTAL REVENUE $1,402,610

Expense Breakdown

Grants Paid $320,200

Salaries & Benefits $222,258

Fundraising Expenses $0

Program Expenses $549,360

Other Expenses $242,658

TOTAL EXPENSES $785,116

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,402,610	$1,405,501	0.0%
Expenses	$785,116	$813,399	0.0%
Net Income	$617,494	$592,102	+0.0%

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

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

$147,392

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHARLENE FLANTER	CO-EXEC DIRE	40.00	Officer	$73,696	$0	$73,696
CHIEKO STEELE	CO-EXEC DIRE	40.00	Officer	$73,696	$0	$73,696
MASAHARU FUKAI	DIRECTOR	N/A	Director	$0	$0	$0
HIROKUNI MASUDA	DIRECTOR	N/A	Director	$0	$0	$0
ATSUSHI MATSUNAGA	PRESIDENT	N/A	Officer Director	$0	$0	$0
YOSHIE TAKASUGI	DIRECTOR	N/A	Director	$0	$0	$0
CRAIG YAMAMOTO	SECRETARY/TR	N/A	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	No data	No data	No data	No data
2023	$1,402,610	$785,116	$9,696,752	$617,494
2022	$1,405,501	$813,399	$8,302,837	$592,102
2021	$1,874,207	$1,012,227	$9,094,113	$861,980
2020	$1,220,619	$870,053	$7,869,541	$350,566