HOSPICE OF KONA FOUNDATION (EIN 843414418) - 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

LAURA VARNEY

Phone

8083247700

Tax Period

2024-01-01 to 2024-12-31

HOSPICE OF KONA FOUNDATION, founded in 2019, is a small nonprofit in the Human Services sector that reported $470K in total revenue in fiscal year 2024. Expenses of $1.0M exceeded revenue, resulting in a 116% operating deficit.

Mission

HOSPICE OF KONA FOUNDATION WORKS TO RAISE COMMUNITY AWARENESS AND FUNDING IN SUPPORT OF HOSPICE OF KONA INC.'S SERVICES, PROGRAMS AND MISSION TO PROVIDE FAMILY-CENTERED SUPPORT, EDUCATION, AND CARE FOR THOSE APPROACHING END OF LIFE.

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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 $233,070

Program Service Revenue $52,719

Investment Income $43,974

Other Revenue $140,030

TOTAL REVENUE $469,793

Expense Breakdown

Grants Paid $598,900

Salaries & Benefits $135,407

Fundraising Expenses $103,094

Program Expenses $837,583

Other Expenses $278,493

TOTAL EXPENSES $1,012,800

Year-over-Year Comparison

	2024	2023	Change
Revenue	$469,793	$470,880	0.0%
Expenses	$1,012,800	$803,882	+0.3%
Net Income	$-543,007	$-333,002	+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

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

$206,539

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SUSANA BULLARD	BOARD CHAIR	1.00	Officer Director	$0	$0	$0
LYNN REINERT	BOARD VICE CHAIR	1.00	Officer Director	$0	$0	$0
WILLIAM MEHL	BOARD TREASURER	1.00	Officer Director	$0	$0	$0
KOA WOOLLEY	BOARD CO-SECRETARY	1.00	Officer Director	$0	$0	$0
JENNIFER SHIMADA	BOARD CO-SECRETARY	1.00	Officer Director	$0	$0	$0
LEO BONOMY	BOARD DIRECTOR	1.00	Director	$0	$0	$0
KEVIN SHAW	BOARD DIRECTOR	1.00	Director	$0	$0	$0
SCOTT AST	BOARD DIRECTOR	1.00	Director	$0	$0	$0
DIANDRA DICKENSON	BOARD DIRECTOR	1.00	Director	$0	$0	$0
SARA LEBRUN SCOTT	BOARD DIRECTOR	1.00	Director	$0	$0	$0
DARL GLEED	BOARD DIRECTOR	1.00	Director	$0	$0	$0
LAURA VARNEY	CEO	20.00	Officer	$0	$18,482	$206,539

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	$469,793	$1,012,800	$392,283	$-543,007
2023	$470,880	$803,882	$1,640,686	$-333,002
2022	$2,013,242	$777,937	$2,894,429	$1,235,305
2021	$1,958,107	$608,410	$1,399,697	$1,349,697
2020	$295,196	$469,202	$33,251	$-174,006

HOSPICE OF KONA FOUNDATION