KOHALA INSTITUTE (EIN 811160416) - 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

2016

Legal Domicile

Principal Officer

JASON FUJIMOTO

Phone

8088895151

Tax Period

2022-01-01 to 2022-12-31

KOHALA INSTITUTE, founded in 2016, is a community nonprofit that reported $4.0M in total revenue in fiscal year 2022. Revenue surged 933% from the prior year, signaling strong growth momentum. The organization ran a surplus of $3.3M, a strong 82% operating margin.

Mission

WE PROTECT AND PRESERVE THE NATURAL LANDSCAPE AND CULTURAL ASSETS OF THE AHUPUA'A OF 'IOLE. WE INSPIRE COLLABORATION, LEADERSHIP, AND MINDSET SHIFTS THROUGH A DEEP CONNECTION WITH THE LAND, PLACE-BASED EDUCATION, AND A PU'UHONUA RETREAT. WE MODEL AND PIONEER SUSTAINABLE PRACTICES TO SERVE OUR HAWAII COMMUNITY AND THE WORLD.

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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 $3,666,536

Program Service Revenue $155,823

Investment Income $0

Other Revenue $179,717

TOTAL REVENUE $4,002,076

Expense Breakdown

Grants Paid $0

Salaries & Benefits $95,779

Fundraising Expenses $26,620

Program Expenses $50,911

Other Expenses $610,634

TOTAL EXPENSES $706,413

Year-over-Year Comparison

	2022	2021	Change
Revenue	$4,002,076	$387,485	+9.3%
Expenses	$706,413	$1,065,303	-0.3%
Net Income	$3,295,663	$-677,818	-5.9%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JASON FUJIMOTO	PRESIDENT	5.00	Officer Director	$0	$0	$0
BRANDON KURISU	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
MICHAEL FUJIMOTO	SECRETARY	5.00	Officer Director	$0	$0	$0
DAVID MORIMOTO	TREASURER	1.00	Officer Director	$0	$0	$0
JASON FUJITA	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
2022	$4,002,076	$706,413	No data	$3,295,663
2021	$387,485	$1,065,303	$1,754,953	$-677,818
2020	$419,720	$1,424,195	$2,100,682	$-1,004,475
2019	$868,751	$1,246,982	$2,037,830	$-378,231
2018	$513,029	$1,227,521	$2,234,500	$-714,492

KOHALA INSTITUTE