KUKIO HOOMANA FUND (EIN 884071920) - 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

2022

Legal Domicile

Principal Officer

SPENCER K WONG

Phone

8083254030

Tax Period

2023-01-01 to 2023-12-31

KUKIO HOOMANA FUND, founded in 2022, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.3M in total revenue in fiscal year 2023. The organization ran a surplus of $971K, a strong 77% operating margin.

Mission

WE ENVISION A FUTURE WHERE OUR INVESTMENTS ARE A CATALYST FOR MEANINGFUL CHANGE IN LOCAL ORGANIZATIONS AND OUR STAFF'S FAMILIES, FOSTERING A THRIVING RESILIENT HAWAI'I ISLAND COMMUNITY.

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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 $1,257,562

Program Service Revenue $0

Investment Income $5,898

Other Revenue $0

TOTAL REVENUE $1,263,460

Expense Breakdown

Grants Paid $219,814

Salaries & Benefits $24,019

Fundraising Expenses $24,737

Program Expenses $224,630

Other Expenses $49,004

TOTAL EXPENSES $292,837

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,263,460	N/A	N/A
Expenses	$292,837	N/A	N/A
Net Income	$970,623	$0	N/A

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	Role	Reportable Comp	Other Comp	Total
FRED UYTENGSU	PRESIDENT	Officer Director	$0	$0	$0
ROBERT DEAN	SECRETARY	Officer Director	$0	$0	$0
CATHERINE BREEN	TREASURER	Officer Director	$0	$0	$0
DARRELL CAVENS	DIRECTOR	Director	$0	$0	$0
BENJY GARFINKLE	DIRECTOR	Director	$0	$0	$0
SPENCER K WONG	CHIEF FINANCIAL OFFICER	Officer	$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	No data	No data	No data	No data
2023	$1,263,460	$292,837	$1,023,325	$970,623

KUKIO HOOMANA FUND