Ohana Institute Inc (EIN 800728987) - 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

2011

Legal Domicile

Principal Officer

Elizabeth Burgtorf

Phone

8502573990

Tax Period

2024-07-01 to 2025-06-30

Ohana Institute Inc, founded in 2011, is a community nonprofit that reported $4.7M in total revenue in fiscal year 2024. Revenue surged 30% from the prior year, signaling strong growth momentum. Expenses of $4.2M left a modest 9% surplus.

Mission

To offer a student-centered blended education model in order to provide a personalized learning path that transforms education and discovers individual talents.

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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 $1,806,930

Program Service Revenue $3,015,240

Investment Income $-170,932

Other Revenue $0

TOTAL REVENUE $4,651,238

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,668,973

Fundraising Expenses $0

Program Expenses $4,219,498

Other Expenses $1,550,525

TOTAL EXPENSES $4,219,498

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,651,238	$3,574,981	+0.3%
Expenses	$4,219,498	$4,059,109	+0.0%
Net Income	$431,740	$-484,128	-1.9%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Elizabeth Burgtorf	Chairman	5.00	Director	$0	$0	$0
Allen Burgtorf	Secretary	5.00	Director	$0	$0	$0
Matthew Lawrence	Vice Chairman	2.00	Director	$0	$0	$0
Nikki Nickerson	Finance Directo	2.00	Director	$0	$0	$0
Jordan Corchis	Board Member	2.00	Director	$0	$0	$0
Elizabeth Brown	Director	2.00	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	$4,651,238	$4,219,498	No data	$431,740
2024	$3,574,981	$4,059,109	$1,945,347	$-484,128
2023	$4,247,862	$4,683,638	$188,928	$-435,776
2022	$3,127,152	$3,935,768	$253,381	$-808,616
2021	$3,263,326	$3,145,994	$356,287	$117,332
2020	$2,707,880	$2,441,771	$343,980	$266,109
2019	$2,327,027	$2,579,529	$272,977	$-252,502
2018	$2,057,121	$2,248,280	$133,750	$-191,159

Ohana Institute Inc