WING LUKE MEMORIAL FOUNDATION (EIN 916067431) - 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

1966

Legal Domicile

Principal Officer

KAMAHANAHOKULANI FARRAR

Phone

2066235124

Tax Period

2024-07-01 to 2025-06-30

WING LUKE MEMORIAL FOUNDATION, founded in 1966, is a community nonprofit that reported $5.1M in total revenue in fiscal year 2024. Expenses of $6.9M exceeded revenue, resulting in a 36% operating deficit.

Mission

WE CONNECT EVERYONE TO THE DYNAMIC HISTORY, CULTURES, AND ART OF ASIAN AMERICANS, NATIVE HAWAIIANS, AND PACIFIC ISLANDERS THROUGH VIVID STORYTELLING AND INSPIRING EXPERIENCES TO ADVANCE RACIAL AND SOCIAL EQUITY.

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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 $4,437,267

Program Service Revenue $337,914

Investment Income $381,552

Other Revenue $-72,502

TOTAL REVENUE $5,084,231

Expense Breakdown

Grants Paid $1,227,131

Salaries & Benefits $3,892,048

Fundraising Expenses $384,774

Program Expenses $5,383,040

Other Expenses $1,756,939

TOTAL EXPENSES $6,899,868

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,084,231	$5,247,200	0.0%
Expenses	$6,899,868	$5,816,827	+0.2%
Net Income	$-1,815,637	$-569,627	+2.2%

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

234

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

$774,498

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOL B TAN	EXEC. DIRECT	40.00	Officer	$329,823	$8,446	$338,269
KAMAHANAHOKULANI FARRAR	INTERIM EXEC	40.00	Officer	$158,412	$14,546	$172,958
CASSANDRA CHINN	DEPUTY EXEC	40.00	Officer	$148,031	$7,518	$155,549
STEPHEN MCLEAN	DIR. STRATEG	40.00	Highest	$141,975	$13,118	$155,093
CHRISTINE JOHNSON	DIR. OF ADVA	40.00	Highest	$141,609	$7,260	$148,869
MONICA DAY	FINANCE DIRE	40.00	Officer	$107,722	$0	$107,722
KATHERINE WHEELER	COMM ENGAGEM	40.00	Highest	$102,380	$10,040	$112,420
ELLEN FERGUSON	PRESIDENT	6.00	Officer Director	$0	$0	$0
DIANE SUGIMURA	VICE PRESIDE	10.00	Officer Director	$0	$0	$0
MIMI GAN	SECRETARY	5.00	Officer Director	$0	$0	$0
SAI CHALEUNPHONH	TREASURER	6.00	Officer Director	$0	$0	$0
CHERA AMLAG	TRUSTEE	2.00	Director	$0	$0	$0
NANETTE FOK	TRUSTEE	6.00	Director	$0	$0	$0
JAMIE FORD	TRUSTEE	2.00	Director	$0	$0	$0
RACHAEL KITAGAWA	TRUSTEE	2.00	Director	$0	$0	$0
SHANNON LEE	TRUSTEE	2.00	Director	$0	$0	$0
GLORIA LUNG WAKAYAMA	TRUSTEE	6.00	Director	$0	$0	$0
PAT NORIKANE LOGERWELL	TRUSTEE	2.00	Director	$0	$0	$0
JULIEN LOH	TRUSTEE	2.00	Director	$0	$0	$0
MIDORI MATSUI	TRUSTEE (END	5.00	Director	$0	$0	$0
MAYA MENDOZA-EXSTROM	TRUSTEE	5.00	Director	$0	$0	$0
MICHAEL MYINT	TRUSTEE	3.00	Director	$0	$0	$0
MARK TAKAGI	TRUSTEE	2.00	Director	$0	$0	$0
ADRIEL TAM	TRUSTEE	5.00	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
2025	$5,084,231	$6,899,868	$10,300,859	$-1,815,637
2024	$5,247,200	$5,816,827	$11,664,560	$-569,627
2023	$4,317,996	$4,696,740	$11,420,468	$-378,744
2022	$7,171,734	$5,998,071	$11,081,938	$1,173,663
2021	$11,490,156	$3,097,060	$11,076,869	$8,393,096
2020	$3,427,975	$2,784,047	$2,376,922	$643,928
2019	$2,049,020	$2,633,415	$1,345,999	$-584,395

WING LUKE MEMORIAL FOUNDATION