Ohana Institute Foundation

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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

2017

Legal Domicile

Principal Officer

Elizabeth L Burgtorf

Phone

8502311140

Tax Period

2023-01-01 to 2023-12-31

Ohana Institute Foundation, founded in 2017, is a small nonprofit in the Education sector that reported $181K in total revenue in fiscal year 2023. Revenue surged 77% from the prior year, signaling strong growth momentum. Expenses of $206K exceeded revenue, resulting in a 14% operating deficit.

Mission

The Ohana Institute Foundation (OIF) was formed in order to meet and exceed the financial needs that student tuition cannot cover. The OIF believes in the mission and vision of Ohana and as such, is motivated to commit their time and resources to funding Ohana in its educational and growth pursuits. These efforts include funding new student programs, travel experiences, scholarships and specialty personnel costs. Additionally, the OIF intends to provide funding support for a new facility with the build-out of a state-of-the-art learning environment.

Program Service Accomplishments

Program 1

Expenses: $75,164

The organization provides financial support to the Ohana Institute, including, without limitation, funding new student programs, travel experiences, scholarships and specialty personnel costs...

The organization provides financial support to the Ohana Institute, including, without limitation, funding new student programs, travel experiences, scholarships and specialty personnel costs. Additionally, the OIF intends to provide funding support for a new facility with the build a new state-of-the-art learning facility to be located near the facilities of the Institute.

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $180,648

Investment Income $0

Other Revenue $0

TOTAL REVENUE $180,648

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $130,525

Program Expenses $75,164

Other Expenses $205,689

TOTAL EXPENSES $205,689

Year-over-Year Comparison

	2023	2022	Change
Revenue	$180,648	$102,089	+0.8%
Expenses	$205,689	$163,013	+0.3%
Net Income	$-25,041	$-60,924	-0.6%

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
Elizabeth L Burgtorf	Director	0.00	Director	$0	$0	$0
Jane Solomon	Director	0.00	Director	$0	$0	$0
Julie Martin	Director	0.00	Director	$0	$0	$0
Jeff Martin	Director	0.00	Director	$0	$0	$0
Cyndi Wilkenson	Director	0.00	Director	$0	$0	$0
Elizabeth L Burgtorf	Director	5.00		$0	$0	$0
Jane Solomon	Trustee	5.00		$0	$0	$0
Julie Martin	Trustee	5.00		$0	$0	$0
Jeff Martin	Trustee	5.00		$0	$0	$0
Cyndi Wilkenson	Trustee	5.00		$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
2023	$180,648	$205,689	$1,448,445	$-25,041
2021	$181,553	$128,763	$1,564,811	$52,790
2020	$8,818	$98,156	$1,571,139	$-89,338
2019	$110,618	$170,209	$1,632,312	$-59,591
2018	$352,302	$242,531	$1,704,472	$109,771