AKAULA SCHOOL (EIN 562393609) - 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

Formation Year

2003

Legal Domicile

Principal Officer

Dara L Lukonen

Phone

8085676981

Tax Period

2022-07-01 to 2023-06-30

AKAULA SCHOOL, founded in 2003, is a small nonprofit in the Education sector that reported $237K in total revenue in fiscal year 2022.

Mission

Aka`ula's mission is to offer a quality, multi-age, transitional environment for Molokai students in grades 5 through 12. The school believes in educating the whole child through a balanced curriculum that celebrates multiple intelligences and meets the needs of a heterogeneous learning community.

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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 (2022)

Revenue Breakdown

Contributions & Grants $144,900

Program Service Revenue $91,925

Investment Income $0

Other Revenue $0

TOTAL REVENUE $236,825

Expense Breakdown

Grants Paid $0

Salaries & Benefits $173,403

Fundraising Expenses $0

Program Expenses $175,734

Other Expenses $64,077

TOTAL EXPENSES $237,480

Year-over-Year Comparison

	2022	2021	Change
Revenue	$236,825	$242,818	0.0%
Expenses	$237,480	$265,852	-0.1%
Net Income	$-655	$-23,034	-1.0%

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

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

$70,000

Total Directors

$70,000

Key Employees

$140,000

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Victoria J Newberry	Staff Director/Middle School Principal	50	Director Key Emp Highest	$35,000	$35,000	$70,000
Dara Lukonen	Head of School/Treasurer	50	Officer Key Emp Highest	$35,000	$35,000	$70,000
Julia Peterson	Chairperson	0.5	Officer	$0	$0	$0
Awapuhimele O'Brien-Napoleon	Secretary	0.5	Officer	$0	$0	$0
Keshia Adolpho	Vice chair	0.5	Officer	$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	$236,825	$237,480	$106,777	$-655
2022	$242,818	$265,852	$106,213	$-23,034
2021	$261,914	$291,002	$111,220	$-29,088

AKAULA SCHOOL