'IOLANI SCHOOL (EIN 990073502) - 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

1942

Legal Domicile

Principal Officer

REID GUSHIKEN

Phone

8089495355

Tax Period

2023-07-01 to 2024-06-30

'IOLANI SCHOOL, founded in 1942, is a major nonprofit in the Education sector that reported $104.9M in total revenue in fiscal year 2023. Expenses of $94.3M left a modest 10% surplus.

Mission

TO DEVELOP EDUCATED, WELL-ROUNDED INDIVIDUALS WHO ARE WELL PREPARED FOR COLLEGE.

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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 $18,658,298

Program Service Revenue $70,767,744

Investment Income $15,206,674

Other Revenue $297,886

TOTAL REVENUE $104,930,602

Expense Breakdown

Grants Paid $8,090,580

Salaries & Benefits $57,940,910

Fundraising Expenses $2,816,102

Program Expenses $81,603,077

Other Expenses $28,255,057

TOTAL EXPENSES $94,286,547

Year-over-Year Comparison

	2023	2022	Change
Revenue	$104,930,602	$99,292,108	+0.1%
Expenses	$94,286,547	$87,484,359	+0.1%
Net Income	$10,644,055	$11,807,749	-0.1%

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

1365

Volunteers

7274

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

$970,046

Total Directors

$972,686

Key Employees

$357,339

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TIMOTHY R COTTRELL	HEAD OF SCHOOL, EX OFFICIO	40.00	Officer Director	$643,573	$326,473	$970,046
ASTER CHIN	DEAN OF UPPER SCHOOL	40.00	Highest	$289,634	$76,225	$365,859
REID GUSHIKEN	CHIEF FINANCIAL OFFICER	40.00	Key Emp	$290,316	$67,023	$357,339
KIMBERLY HAGI	EXECUTIVE DIR. OF ADVANCEMENT	40.00	Highest	$257,855	$44,749	$302,604
MICHAEL F LOMUSCIO	DEAN OF STUDIES	40.00	Highest	$221,839	$74,181	$296,020
MELANIE PFINGSTEN	DEAN OF LOWER SCHOOL	40.00	Highest	$217,218	$73,923	$291,141
BURL BROWN	DEAN OF OPERATIONAL PROGRAMS	40.00	Highest	$238,722	$28,848	$267,570
STEPHEN ENOS THRU 63024	EX OFFICIO MBR BOARD OF GOV	1.00	Director	$2,640	$0	$2,640
MELVIN KANESHIGE	MEMBER OF BOARD OF GOVERNORS	1.00	Officer Director	$0	$0	$0
MARK M MUGIISHI	BOARD OF GOVERNORS CHAIR	1.00	Officer Director	$0	$0	$0
LISA MK SAKAMOTO	MEMBER OF BOARD OF GOVERNORS	1.00	Officer Director	$0	$0	$0
MARK H YAMAKAWA	BOARD OF GOVERNORS SECRETARY	1.00	Officer Director	$0	$0	$0
JOHN C DEAN JR	MEMBER OF BOARD OF GOVERNORS	1.00	Director	$0	$0	$0
MATTHEW KM EMERSON	MEMBER OF BOARD OF GOVERNORS	1.00	Director	$0	$0	$0
RIGHT REV ROBERT L FITZPATRICK	EX OFFICIO MBR BOARD OF GOV	1.00	Director	$0	$0	$0
THOMAS A JERMOLUK THRU 63024	MEMBER OF BOARD OF GOVERNORS	1.00	Director	$0	$0	$0
WHITNEY LIMM	MEMBER OF BOARD OF GOVERNORS	1.00	Director	$0	$0	$0
EUN JOO MILKEN	MEMBER OF BOARD OF GOVERNORS	1.00	Director	$0	$0	$0
BILL D MILLS THRU 63024	MEMBER OF BOARD OF GOVERNORS	1.00	Director	$0	$0	$0
CALVIN S OISHI	MEMBER OF BOARD OF GOVERNORS	1.00	Director	$0	$0	$0
RAYMOND ONO	MEMBER OF BOARD OF GOVERNORS	1.00	Director	$0	$0	$0
JILL A OTAKE	MEMBER OF BOARD OF GOVERNORS	1.00	Director	$0	$0	$0
JONATHAN K POE	MEMBER OF BOARD OF GOVERNORS	1.00	Director	$0	$0	$0
TAKESHI SAEKI	BOARD OF GOVERNORS TREASURER	1.00	Director	$0	$0	$0
MICHELE SAITO	MEMBER OF BOARD OF GOVERNORS	1.00	Director	$0	$0	$0
EMELDA WONG TRAINOR	MEMBER OF BOARD OF GOVERNORS	1.00	Director	$0	$0	$0
KENT TSUKAMOTO	MEMBER OF BOARD OF GOVERNORS	1.00	Director	$0	$0	$0
ROBERT W WO	MEMBER OF BOARD OF GOVERNORS	1.00	Director	$0	$0	$0
REUBEN WONG	MEMBER OF BOARD OF GOVERNORS	1.00	Director	$0	$0	$0
JODI SHIN YAMAMOTO	MEMBER OF BOARD OF GOVERNORS	1.00	Director	$0	$0	$0
RUSSELL YAMAMOTO	BOARD OF GOVERNORS VICE CHAIR	1.00	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	No data	No data	No data	No data
2024	$104,930,602	$94,286,547	$449,841,490	$10,644,055
2023	$99,292,108	$87,484,359	$419,655,758	$11,807,749
2022	$95,433,531	$80,466,054	$353,549,094	$14,967,477
2021	$96,713,611	$75,252,375	$388,589,856	$21,461,236
2020	$76,001,363	$71,715,310	$352,851,321	$4,286,053
2019	$72,048,337	$64,623,022	$341,578,035	$7,425,315
2018	$70,416,955	$60,523,295	$311,825,102	$9,893,660

'IOLANI SCHOOL