HUALALAI OHANA FOUNDATION (EIN 810570716) - 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

2002

Legal Domicile

Principal Officer

NICOLE SCHNITZLER-VERISSIMO

Phone

8083254701

Tax Period

2024-01-01 to 2024-12-31

HUALALAI OHANA FOUNDATION, founded in 2002, is a community nonprofit in the Education sector that reported $2.2M in total revenue in fiscal year 2024. Expenses of $1.9M left a modest 13% surplus.

Mission

TO PROVIDE EDUCATIONAL SCHOLARSHIPS, EDUCATIONAL OPPORTUNITIES AND MEDICAL AWARDS TO THE IMMEDIATE FAMILIES OF EMPLOYEES IN THE HUALALAI 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 (2024)

Revenue Breakdown

Contributions & Grants $1,542,862

Program Service Revenue $0

Investment Income $164,972

Other Revenue $446,923

TOTAL REVENUE $2,154,757

Expense Breakdown

Grants Paid $1,299,994

Salaries & Benefits $397,474

Fundraising Expenses $96,065

Program Expenses $1,626,577

Other Expenses $175,328

TOTAL EXPENSES $1,872,796

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,154,757	$2,119,253	+0.0%
Expenses	$1,872,796	$1,802,447	+0.0%
Net Income	$281,961	$316,806	-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

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

$198,072

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ED MUELLER	PAST PRESIDE	2.00	Officer Director	$0	$0	$0
BRADLEY CHIPPS	PRESIDENT	2.00	Officer Director	$0	$0	$0
LARRY KELLEY	VICE PRESIDE	2.00	Officer Director	$0	$0	$0
DEAN MCPHAIL	TREASURER	2.00	Officer Director	$0	$0	$0
EMILY SPENCER	SECRETARY	0.50	Officer Director	$0	$0	$0
TERESA SCHNEIDER	EDUCATION CH	0.50	Director	$0	$0	$0
LILIAN MURRAY	INVESTMENT C	1.00	Director	$0	$0	$0
KATHY FERGUSON	EVENTS CHAIR	1.00	Director	$0	$0	$0
JULIE HILL	DIRECTOR	0.50	Director	$0	$0	$0
STELLA ZAMARRIPA	DIRECTOR	1.00	Director	$0	$0	$0
PAM KRUG	DIRECTOR	0.50	Director	$0	$0	$0
JOHN MOUER	DIRECTOR	0.50	Director	$0	$0	$0
SUSAN MENDELSON	DIRECTOR	1.00	Director	$0	$0	$0
NICOLE SCHNITZLER-VERISSIMO	EXECUTIVE DI	40.00	Officer	$190,077	$7,995	$198,072

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	$2,154,757	$1,872,796	$8,710,941	$281,961
2023	$2,119,253	$1,802,447	$7,673,869	$316,806
2022	$1,269,672	$1,450,677	$6,459,747	$-181,005
2021	$1,675,337	$1,446,691	$7,629,138	$228,646
2020	$2,174,094	$1,418,463	$6,625,293	$755,631
2019	$1,233,620	$1,009,272	$5,310,162	$224,348
2018	$945,391	$1,020,583	$4,384,204	$-75,192

HUALALAI OHANA FOUNDATION