HAWAII FOREST INSTITUTE

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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

2003

Legal Domicile

Principal Officer

HEATHER GALLO SIMMONS

Phone

8089339411

Tax Period

2023-01-01 to 2023-12-31

HAWAII FOREST INSTITUTE, founded in 2003, is a small nonprofit in the Environment sector that reported $246K in total revenue in fiscal year 2023. Revenue grew 17% year-over-year, indicating healthy expansion. Expenses of $213K left a modest 14% surplus.

Mission

THE PURPOSE OF HAWAII FOREST INSTITUTE IS TO IMPROVE AND PROMOTE THE HEALTH AND PRODUCTIVITY OF HAWAII'S FORESTS THROUGH FOREST RESTORATION, EDUCATIONAL PROGRAMS, INFORMATION DISSEMINATION, AND SUPPORT FOR SCIENTIFIC RESEARCH IN FORESTRY, REFORESTATION, FOREST SPECIES, FOREST HABITATS AND FOREST PRODUCTS.

Program Service Accomplishments

Program 1

Expenses: $34,906

DRYLAND KAUPULEHU: PROVIDE SERVICES FOR THE DRYLAND FOREST RESTORATION AT KAUPULEHU

Program 2

Expenses: $28,993

HAWAII ISLAND TREE PLANTING 2022 - PLANT 5,000 SEEDLINGS ON HAWAII ISLAND AT KAUPULEHU DRYLAND FOREST, KEAUHOU BIRD CONSERVATION CENTER DISCOVERY FOREST AND HOLOA AINA. NEW PARTNER HALOA AINA IS A...

HAWAII ISLAND TREE PLANTING 2022 - PLANT 5,000 SEEDLINGS ON HAWAII ISLAND AT KAUPULEHU DRYLAND FOREST, KEAUHOU BIRD CONSERVATION CENTER DISCOVERY FOREST AND HOLOA AINA. NEW PARTNER HALOA AINA IS A NATIVE HAWAIIAN FORESTRY AND EDUCATION ORGANIZATION LOCATED IN SOUTH KONA.

Program 3

Expenses: $15,920

HAWAII WOODSHOW - TO PROVIDE MEMBERS AND THE GENERAL PUBLIC WITH OPPORTUNITIES FOR EDUCATION, DIALOGUE, ADVANCEMENT AND IMPROVEMENT IN ALL ASPECTS OF THE HAWAII FOREST INDUSTRY.

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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 $232,467

Program Service Revenue $13,838

Investment Income $0

Other Revenue $0

TOTAL REVENUE $246,305

Expense Breakdown

Grants Paid $10,000

Salaries & Benefits $0

Fundraising Expenses $37,725

Program Expenses $140,620

Other Expenses $171,253

TOTAL EXPENSES $212,824

Year-over-Year Comparison

	2023	2022	Change
Revenue	$246,305	$210,347	+0.2%
Expenses	$212,824	$224,867	-0.1%
Net Income	$33,481	$-14,520	-3.3%

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

3006

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

$25,848

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
HEATHER GALLO SIMMONS	EXECUTIVE DI	20.00	Director	$0	$0	$25,848
JB FRIDAY	DIRECTOR	4.00	Director	$0	$0	$0
TRAVIS IDOL	PRESIDENT	4.00	Officer Director	$0	$0	$0
NICHOLAS KOCH	DIRECTOR	4.00	Director	$0	$0	$0
WADE LEE	VICE PRESIDE	4.00	Officer Director	$0	$0	$0
PETER D SIMMONS	SECRETARY	4.00	Officer Director	$0	$0	$0
WILLIAM YUEN	TREASURER	4.00	Officer 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	No data	No data	No data	No data
2023	$246,305	$212,824	$159,932	$33,481
2022	$210,347	$224,867	$121,617	$-14,520
2021	$144,015	$156,635	$137,955	$-12,620
2020	$227,374	$222,155	$151,340	$5,219
2019	$307,120	$273,663	$155,959	$33,457
2018	$269,371	$271,072	$109,281	$-1,701