LEGACY OF ALOHA FOUNDATION INC

EIN: 842416349 501(c)(3) Human Services

SOLANA BEACH, CA

Total Revenue
$262,512
Total Expenses
$226,111
Total Assets
$85,536
Net Assets
$85,536
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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
CA
Principal Officer
JACQUELINE REED
Phone
8587202395
Tax Period
2024-01-01 to 2024-12-31

LEGACY OF ALOHA FOUNDATION INC, founded in 2019, is a small nonprofit in the Human Services sector that reported $263K in total revenue in fiscal year 2024. Revenue fell 87% from the prior year — a significant decline worth monitoring. Expenses of $226K left a modest 14% surplus.

Mission

TO PROVIDE CHARITABLE SUPPORT FOR THE COMMUNITIES IN WHICH T S RESTAURANTS ARE LOCATED.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $262,512
Program Service Revenue $0
Investment Income $0
Other Revenue $0
TOTAL REVENUE $262,512

Expense Breakdown

Grants Paid $212,000
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $212,000
Other Expenses $14,111
TOTAL EXPENSES $226,111

Year-over-Year Comparison

2024 2023 Change
Revenue $262,512 $1,953,317 -0.9%
Expenses $226,111 $1,913,550 -0.9%
Net Income $36,401 $39,767 -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

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Governance

Voting Members
3
Independent Members
3
Employees
N/A
Volunteers
3

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
2
$0
Total Directors
3
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
SUSANNE SAXTEN BOARD CHAIR, PRESIDENT/CEO 2.00
Officer Director
$0 $0 $0
JACQUELINE RENE REED DIRECTOR, CFO/TREASURER/SE 0.50
Officer Director
$0 $0 $0
JAMES ROBERT THIBAUT DIRECTOR 0.25
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 $262,512 $226,111 $85,536 $36,401
2023 $1,953,317 $1,913,550 $154,135 $39,767
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