TRUSTEES OF THE ESTATE OF BERNICE PAUAHI BISHOP DBA KAMEHAMEHA SCHOOLS (EIN 990073480) - 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

1885

Legal Domicile

Principal Officer

LIVINGSTON SM WONG

Phone

8085236200

Tax Period

2024-07-01 to 2025-06-30

TRUSTEES OF THE ESTATE OF BERNICE PAUAHI BISHOP DBA KAMEHAMEHA SCHOOLS, founded in 1885, is a major nonprofit in the Education sector that reported $927.5M in total revenue in fiscal year 2024. Revenue surged 58% from the prior year, signaling strong growth momentum. The organization ran a surplus of $152.4M, a strong 16% operating margin.

Mission

KAMEHAMEHA SCHOOLS' MISSION IS TO FULFILL PAUAHI'S DESIRE TO CREATE EDUCATIONAL OPPORTUNITIES IN PERPETUITY TO IMPROVE THE CAPABILITY AND WELL-BEING OF PEOPLE OF HAWAIIAN ANCESTRY.

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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 $612,408

Program Service Revenue $50,324,217

Investment Income $730,074,852

Other Revenue $146,444,494

TOTAL REVENUE $927,455,971

Expense Breakdown

Grants Paid $106,803,433

Salaries & Benefits $338,688,142

Fundraising Expenses $3,276,691

Program Expenses $478,253,306

Other Expenses $329,548,656

TOTAL EXPENSES $775,040,231

Year-over-Year Comparison

	2024	2023	Change
Revenue	$927,455,971	$588,827,104	+0.6%
Expenses	$775,040,231	$1,408,154,627	-0.4%
Net Income	$152,415,740	$-819,327,523	-1.2%

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

3642

Volunteers

5000

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

$5,481,526

Total Directors

$905,146

Key Employees

$3,868,682

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ELLIOT MILLS	CHAIR/TRUSTEE	10.00	Director	$222,826	$0	$222,826
MICHELLE KA'UHANE	TRUSTEE	10.00	Director	$179,330	$0	$179,330
JENNIFER GOODYEAR-KA'OPUA	TRUSTEE	10.00	Director	$174,330	$0	$174,330
ROBERT NOBRIGA	TRUSTEE	10.00	Director	$166,830	$0	$166,830
CRYSTAL ROSE	TRUSTEE	10.00	Director	$161,830	$0	$161,830
L JACK WONG	CEO	50.00	Officer	$1,554,050	$167,881	$1,721,931
DARREL HOKE	EVP - ADMINISTRATION	50.00	Officer	$549,810	$82,961	$632,771
BENJAMIN SALAZAR	VP OF FINANCE & CFO	50.00	Officer	$448,324	$69,744	$518,068
M NALANI FUJIMORI KAINA	GENERAL COUNSEL & VP	50.00	Officer	$468,134	$44,624	$512,758
T KA'EO DUARTE	VP OF AINA PAUAHI	50.00	Officer	$453,756	$58,353	$512,109
MIA OKINAGA	VP, INTERNAL AUDIT	50.00	Officer	$403,645	$62,702	$466,347
M WAI'ALE'ALE ARROYO	VP-HI'IALO/INT HEAD OF SCHOOL - KSK	50.00	Officer	$354,370	$64,786	$419,156
KEHAU ABAD	VP OF S & E	50.00	Officer	$330,491	$42,220	$372,711
SHELLI KIM	INT VP - HI'IALO FROM 3/25	50.00	Officer	$287,082	$38,593	$325,675
TIMOTHY DONOHUE	CIO	50.00	Key Emp	$2,389,226	$78,068	$2,467,294
TARAN CHUN	HEAD OF SCHOOL - KSK UNTIL 3/25	50.00	Key Emp	$460,219	$69,029	$529,248
M KAHEALANI NAE'OLE-WONG	HEAD OF SCHOOL - BIG ISLAND	50.00	Key Emp	$384,634	$68,439	$453,073
SCOTT PARKER	HEAD OF SCHOOL - MAUI	50.00	Key Emp	$372,594	$46,473	$419,067
BURTON YUEN	MANAGING DIR. - FIN'L ASSETS	50.00	Highest	$1,176,822	$79,064	$1,255,886
CHRISTOPHER PICCIONE	COO, FINANCIAL ASSETS	50.00	Highest	$919,749	$86,336	$1,006,085
JON IWATANI	MANAGING DIR. - FIN'L ASSETS	50.00	Highest	$923,449	$68,379	$991,828
DAVID AMES	MANAGING DIR. - FIN'L ASSETS	50.00	Highest	$844,161	$61,297	$905,458
JEFF HEIDSIECK	MANAGING DIR. - FIN'L ASSETS	50.00	Highest	$817,372	$57,789	$875,161
SABRINA TOMA	FORMER INT GENERAL COUNSEL & VP	50.00		$254,524	$52,737	$307,261
ANDREA KANNO-KALAMA	FORMER INT VP COMM & CCO	50.00		$222,220	$30,130	$252,350
CARRIE SHODA-SUTHERLAND	FORMER INTERIM VP S&T	50.00		$187,075	$49,145	$236,220
WALTER THOEMMES	FMR MAN DIR COMM RE	50.00		$389,359	$66,473	$455,832

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	$927,455,971	$775,040,231	$13,000,665,087	$152,415,740
2024	No data	No data	No data	No data
2023	$594,652,097	$629,784,667	$11,241,089,771	$-35,132,570
2022	$917,042,978	$596,797,807	$11,621,172,512	$320,245,171
2021	$1,626,952,465	$526,306,499	$11,860,305,202	$1,100,645,966
2020	$548,144,717	$533,276,735	$9,328,113,656	$14,867,982
2019	$567,390,988	$544,191,302	$9,532,300,507	$23,199,686
2018	$408,515,723	$601,254,432	$9,460,044,773	$-192,738,709

TRUSTEES OF THE ESTATE OF BERNICE PAUAHI BISHOP DBA KAMEHAMEHA SCHOOLS