NORTH HAWAII HERITAGE 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

2020

Legal Domicile

Principal Officer

ROSS STEPHENSON

Phone

5305190602

Tax Period

2025-01-01 to 2025-12-31

NORTH HAWAII HERITAGE FOUNDATION, founded in 2020, is a small nonprofit in the Arts, Culture & Humanities sector that reported $481K in total revenue in fiscal year 2025. Revenue surged 61% from the prior year, signaling strong growth momentum. The organization ran a surplus of $266K, a strong 55% operating margin.

Mission

THE MISSION OF THE HONOKA'A HERITAGE CENTER IS TO COLLECT, RESEARCH, PRESERVE, CELEBRATE AND SHARE THE UNIQUE HISTORY AND HERITAGE OF THE PEOPLE AND CULTURES OF HONOKA'A AND SURROUNDINGS.

Program Service Accomplishments

Program 1

Expenses: $91,579

WE OFFER EDUCATIONAL EXHIBITS AND CULTURAL PROGRAMMING, ALONG WITH ACCESS TO AN EXTENSIVE COMMUNITY ARCHIVE, INCLUDING ORAL HISTORY TRANSCRIPTS, PHOTOGRAPHS AND OTHER IMAGES, AND A LIBRARY OF...

WE OFFER EDUCATIONAL EXHIBITS AND CULTURAL PROGRAMMING, ALONG WITH ACCESS TO AN EXTENSIVE COMMUNITY ARCHIVE, INCLUDING ORAL HISTORY TRANSCRIPTS, PHOTOGRAPHS AND OTHER IMAGES, AND A LIBRARY OF HISTORICAL RECORDS. WE ALSO SERVE AS A VISITOR CENTER FOR THE AREA, WORKING WITH LOCAL BUSINESSES TO PROVIDE INFORMATION ON LOCAL SIGHTS, SELLING LOCAL PRODUCTS IN OUR MISSION-RELATED GIFT SHOP, AND PROMOTING HONOKA'A AS A DESTINATION. PERMANENT EXHIBITSOUR PERMANENT EXHIBITS PROVIDE OUR LOCAL COMMUNITY AND VISITORS WITH HISTORICAL AND CULTURAL INFORMATION ON THE NORTH HAMAKUA AREA OF HAWAII ISLAND. WE ARE OPEN TO THE PUBLIC 5 DAYS A WEEK AND WITH NO CHARGE. OUR VOLUNTEERS ARE AVAILABLE FOR QUESTIONS.EDUCATIONAL PROGRAMSWE OFFER RESOURCES TO RESEARCHERS INCLUDING OUR BODY OF ARCHIVAL DOCUMENTS AND ASSISTANCE IN LOCATING ADDITIONAL RESOURCES. WE HOST FIELD TRIPS TO ALL LOCAL SCHOOLS (K-12 AND UNIVERSITY). WE OFFER PROGRAMMING SUCH AS GUEST SERVICES AND WORKSHOPS. VISITOR CENTERWE OFFER GUESTS/VISITORS INFORMATION ON THE LOCAL AREA ATTRACTIONS, DIRECTIONS, AND RECOMMENDATIONS. THERE WERE 5,712 VISITORS IN 2025. OUR VOLUNTEERS ARE AVAILABLE FOR QUESTIONS.

Program 2

Expenses: $37,813

YEAR-LONG CULTURAL PROGRAM (MAY 2025-FEBRUARY 2026) HONORING HAWAII ISLAND'S PLANTATION HERITAGE AND DIVERSE COMMUNITIES. ACTIVITIES INCLUDE CULTURAL HISTORY NIGHTS FEATURING TRADITIONAL FOOD, MUSIC, AND STORYTELLING, AND THE ANNUAL FAIR AND PARADE IN HONOKAA WITH LOCAL ENTERTAINMENT, EXHIBITS, AND FAMILY EVENTS. PROMOTES CULTURAL PRESERVATION, COMMUNITY ENGAGEMENT, AND APPRECIATION OF HAWAII'S MULTICULTURAL HISTORY. THERE WERE 4,350 ATTENDEES IN 2025.

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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 (2025)

Revenue Breakdown

Contributions & Grants $282,952

Program Service Revenue $30,935

Investment Income $165,189

Other Revenue $1,488

TOTAL REVENUE $480,564

Expense Breakdown

Grants Paid $0

Salaries & Benefits $109,174

Fundraising Expenses $26,565

Program Expenses $129,392

Other Expenses $105,788

TOTAL EXPENSES $214,962

Year-over-Year Comparison

	2025	2024	Change
Revenue	$480,564	$298,274	+0.6%
Expenses	$214,962	$223,001	0.0%
Net Income	$265,602	$75,273	+2.5%

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

$77,165

Total Directors

$26,165

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SANDY TAKAHASHI	SECRETARY	3.00	Officer Director	$26,165	$0	$26,165
ROSS STEPHENSON	PRESIDENT	4.00	Officer Director	$0	$0	$0
MARGARET SHIBA	VICE PRESIDENT	7.00	Officer Director	$0	$0	$0
STACY AURWAY	TREASURER	2.00	Officer Director	$0	$0	$0
MARISSA ROWELL	MEMBER	2.00	Director	$0	$0	$0
BERNI BOTELHO	MEMBER	2.00	Director	$0	$0	$0
NICOLE GARCIA	EXECUTIVE DIRECTOR	40.00	Officer	$51,000	$0	$51,000

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
2025	$480,564	$214,962	$748,813	$265,602
2024	No data	No data	No data	No data
2023	$524,994	$124,226	$407,302	$400,768