KAULUAKALANA (EIN 833612121) - 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

2019

Legal Domicile

Principal Officer

MAYA SAFFERY

Phone

8089613462

Tax Period

2024-01-01 to 2024-12-31

KAULUAKALANA, founded in 2019, is a small nonprofit in the Community Improvement sector that reported $861K in total revenue in fiscal year 2024. Expenses of $831K left a modest 4% surplus.

Mission

OUR MISSION IS TO RESTORE AND GROW HEALTHY RELATIONSHIPS BETWEEN PEOPLE AND PLACE THROUGH THE ALOHA 'AINA PRACTICES OF RETELLING OUR KAILUA-SPECIFIC STORIES, REPLANTING AND EATING OUR ANCESTRAL FOODS, AND CARING FOR THE SACRED SITES, LANDS, AND WATERS OF OUR BELOVED AHUPUA'A OF KAILUA.

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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 $667,960

Program Service Revenue $175,271

Investment Income $21,885

Other Revenue $-3,686

TOTAL REVENUE $861,430

Expense Breakdown

Grants Paid $0

Salaries & Benefits $508,438

Fundraising Expenses $21,162

Program Expenses $558,202

Other Expenses $322,787

TOTAL EXPENSES $831,225

Year-over-Year Comparison

	2024	2023	Change
Revenue	$861,430	$826,391	+0.0%
Expenses	$831,225	$424,641	+1.0%
Net Income	$30,205	$401,750	-0.9%

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

5000

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

$114,526

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BERT KALEO WONG	EXECUTIVE DIRECTOR	40.00	Officer	$105,200	$9,326	$114,526
MAYA SAFFERY	PRESIDENT	15.00	Officer Director	$0	$0	$0
DAWN MAHI	CO-VICE PRESIDENT	10.00	Officer Director	$0	$0	$0
KIANA FRANK	CO-VICE PRESIDENT	10.00	Officer Director	$0	$0	$0
JULIE KAOMEA	SECRETARY	10.00	Officer Director	$0	$0	$0
JOEL PERALTO	TREASURER	10.00	Officer Director	$0	$0	$0
KAHIKINA DE SILVA	DIRECTOR	5.00	Director	$0	$0	$0
HEIDI GUTH	DIRECTOR	5.00	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	$861,430	$831,225	$870,055	$30,205
2023	$826,391	$424,641	$784,815	$401,750
2022	$534,020	$332,866	$391,980	$201,154
2021	$320,153	$248,863	$180,117	$71,290
2020	$343,096	$242,757	$138,091	$100,339

KAULUAKALANA