KA HULI O HALOA (EIN 753115246) - 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

Shelly Tokunaga May

Phone

8082556665

Tax Period

2024-07-01 to 2025-06-30

KA HULI O HALOA, founded in 2003, is a micro nonprofit in the Human Services sector that reported $78K in total revenue in fiscal year 2024.

Mission

Provides support and assistance to community based educational initiatives and community charter schools. Support and assist in providing learning experiences which integrates Hawaiian culture and practices with students in contemporary context to perpetuate Hawaiian arts.

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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 $78,074

Program Service Revenue $0

Investment Income $77

Other Revenue $0

TOTAL REVENUE $78,151

Expense Breakdown

Grants Paid $66,348

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $74,348

Other Expenses $18,153

TOTAL EXPENSES $84,501

Year-over-Year Comparison

	2024	2023	Change
Revenue	$78,151	$72,577	+0.1%
Expenses	$84,501	$79,584	+0.1%
Net Income	$-6,350	$-7,007	-0.1%

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
Shelly Tokunaga-May	Chairperson	2.00	Director	$0	$0	$0
Katherine Tibbetts	Secretary and Treasurer	2.00	Director	$0	$0	$0
Charlene Hoe	Co- Chairperson	2.00	Director	$0	$0	$0
Leinaala Cruz	Director	1.00	Director	$0	$0	$0
Kehaulani Lum	Director	1.00	Director	$0	$0	$0
Calvin Hoe	Director	1.00	Director	$0	$0	$0
Julian Ako	Director	1.00	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
2025	$78,151	$84,501	$414,820	$-6,350
2024	$72,577	$79,584	$354,821	$-7,007
2023	$51,158	$119,837	$293,429	$-68,679
2022	$202,884	$178,131	$371,946	$24,753
2021	$131,881	$146,878	$362,584	$-14,997
2019	$242,491	$226,122	$382,591	$16,369

KA HULI O HALOA