ALOHA UNITED WAY INC (EIN 990073494) - 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

1938

Legal Domicile

Principal Officer

MICHELLE BARTELL

Phone

8085361951

Tax Period

2024-01-01 to 2024-12-31

ALOHA UNITED WAY INC, founded in 1938, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $20.9M in total revenue in fiscal year 2024. Revenue decreased 15% compared to the prior year.

Mission

AUW ADVANCES THE HEALTH, EDUCATION, & FINANCIAL STABILITY OF EVERY PERSON IN OUR 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 (2024)

Revenue Breakdown

Contributions & Grants $17,527,812

Program Service Revenue $0

Investment Income $749,084

Other Revenue $2,578,360

TOTAL REVENUE $20,855,256

Expense Breakdown

Grants Paid $14,352,285

Salaries & Benefits $4,957,052

Fundraising Expenses $1,533,387

Program Expenses $17,456,932

Other Expenses $2,045,217

TOTAL EXPENSES $21,354,554

Year-over-Year Comparison

	2024	2023	Change
Revenue	$20,855,256	$24,465,127	-0.1%
Expenses	$21,354,554	$24,349,236	-0.1%
Net Income	$-499,298	$115,891	-5.3%

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

Volunteers

904

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

$561,893

Total Directors

Key Employees

$168,072

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRIAN BOWERS	DIRECTOR/CHAIR	1.00	Officer Director	$0	$0	$0
SU SHIN	DIRECTOR/VICE CHAIR	1.00	Officer Director	$0	$0	$0
GUY CHURCHILL	DIRECTOR/TREASURER	1.00	Officer Director	$0	$0	$0
JIM ALBERTS	DIRECTOR/SECRETARY	1.00	Officer Director	$0	$0	$0
BILL WEESHOFF	DIRECTOR	1.00	Director	$0	$0	$0
CARRIE ANN TSUTSUI	DIRECTOR	1.00	Director	$0	$0	$0
COLBERT SETO	DIRECTOR	1.00	Director	$0	$0	$0
DANE TERUYA	DIRECTOR	1.00	Director	$0	$0	$0
DANIEL ARITA	DIRECTOR	1.00	Director	$0	$0	$0
DANIEL CHUN	DIRECTOR	1.00	Director	$0	$0	$0
DOUG JOHNSTONE	DIRECTOR	1.00	Director	$0	$0	$0
GLEN KANESHIGE	DIRECTOR	1.00	Director	$0	$0	$0
GREG CARLSON	DIRECTOR	1.00	Director	$0	$0	$0
JASON HAGIWARA	DIRECTOR	1.00	Director	$0	$0	$0
JASON ITO	DIRECTOR	1.00	Director	$0	$0	$0
JAY ANA	DIRECTOR	1.00	Director	$0	$0	$0
KISAN JO	DIRECTOR	1.00	Director	$0	$0	$0
KRISTI O'HERON	DIRECTOR	1.00	Director	$0	$0	$0
MICHELLE KIRK	DIRECTOR	1.00	Director	$0	$0	$0
MICHELLLE STOFLE	DIRECTOR	1.00	Director	$0	$0	$0
PETER HIRANO	DIRECTOR	1.00	Director	$0	$0	$0
RICK HOPFER	DIRECTOR	1.00	Director	$0	$0	$0
ROWENA BUFFET TIMMS	DIRECTOR	1.00	Director	$0	$0	$0
SHEILA-ANNE EBERT	DIRECTOR	1.00	Director	$0	$0	$0
JOHN FINK	PRESIDENT/CEO	40.00	Officer	$251,251	$11,949	$263,200
SUZANNE SKJOLD	COO	40.00	Officer	$157,977	$5,246	$163,223
VICTORIA FISHER	VP FINANCE & ACCOUNTING	40.00	Officer	$126,910	$8,560	$135,470
EMMALY CALIBRARO	VP RESOURCE DEVELOPMENT	40.00	Key Emp	$159,252	$8,820	$168,072

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	$20,855,256	$21,354,554	$23,539,068	$-499,298
2023	$24,465,127	$24,349,236	$23,207,018	$115,891
2022	$19,036,532	$20,044,667	$21,608,441	$-1,008,135
2021	$26,147,621	$27,029,895	$24,242,649	$-882,274
2020	$42,755,517	$45,803,711	$26,512,053	$-3,048,194
2019	$15,515,938	$17,861,534	$20,247,220	$-2,345,596
2018	$15,168,574	$17,039,370	$20,637,449	$-1,870,796

ALOHA UNITED WAY INC