Hale Puna (EIN 811573798) - 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

Phone

8086313455

Tax Period

2024-01-01 to 2024-12-31

Hale Puna, founded in 2016, is a small nonprofit in the Arts, Culture & Humanities sector that reported $197K in total revenue in fiscal year 2024. Revenue decreased 6% compared to the prior year.

Mission

HALE PUNA PERPETUATES THE RICH HISTORY OF KAUAIS WESTSIDE WHILE PROMOTING CULTURAL AND ECONOMIC RESILIENCY WITHIN THE 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 $58,405

Program Service Revenue $48,544

Investment Income $13

Other Revenue $89,829

TOTAL REVENUE $196,791

Expense Breakdown

Grants Paid $0

Salaries & Benefits $108,778

Fundraising Expenses $54

Program Expenses $181,164

Other Expenses $91,167

TOTAL EXPENSES $199,945

Year-over-Year Comparison

	2024	2023	Change
Revenue	$196,791	$209,356	-0.1%
Expenses	$199,945	$228,380	-0.1%
Net Income	$-3,154	$-19,024	-0.8%

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

Total Directors

$21,224

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANNE SUEKO COYLE	Treasurer	15.00	Director	$21,224	$0	$21,224
Fanny Rose Ballantine-Himberg	President	15.00	Director	$0	$0	$0
DIANE FAYE	Director	1.00	Director	$0	$0	$0
MARIE CATHERINE MORI	Director	2.50	Director	$0	$0	$0
DIANNE M SUMIDA	Director	1.00	Director	$0	$0	$0
ARTI MICHELLE CLARK	Director	1.00	Director	$0	$0	$0
MARSHA KIEST	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
2024	$196,791	$199,945	$153,775	$-3,154
2023	$211,756	$230,786	$161,341	$-19,030
2023	$209,356	$228,380	$156,435	$-19,024

Hale Puna