PUNAHOU SCHOOL (EIN 990073523) - 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

1853

Legal Domicile

Principal Officer

SUNNY DONENFELD

Phone

8089445711

Tax Period

2022-07-01 to 2023-06-30

PUNAHOU SCHOOL, founded in 1853, is a major nonprofit in the Education sector that reported $146.4M in total revenue in fiscal year 2022. Expenses of $139.4M left a modest 5% surplus.

Mission

PUNAHOU SCHOOL IS A PRIMARY AND SECONDARY SCHOOL THAT IS RECOGNIZED FOR ITS ACADEMIC EXCELLENCE, ATHLETICS, AND EXTRACURRICULAR ACTIVITIES FOR MORE THAN 3750 STUDENTS IN GRADES K-12.

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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 (2022)

Revenue Breakdown

Contributions & Grants $18,093,921

Program Service Revenue $121,684,641

Investment Income $4,745,682

Other Revenue $1,849,737

TOTAL REVENUE $146,373,981

Expense Breakdown

Grants Paid $9,905,992

Salaries & Benefits $92,176,200

Fundraising Expenses $6,216,627

Program Expenses $111,133,916

Other Expenses $37,315,014

TOTAL EXPENSES $139,414,869

Year-over-Year Comparison

	2022	2021	Change
Revenue	$146,373,981	$143,107,481	+0.0%
Expenses	$139,414,869	$126,208,239	+0.1%
Net Income	$6,959,112	$16,899,242	-0.6%

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

1894

Volunteers

3480

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

$1,764,504

Total Directors

Key Employees

$739,946

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MICHAEL E LATHAM	PRESIDENT	40.00	Officer	$537,990	$173,587	$711,577
SUNNY DONENFELD	VP - FIN. & OPS AND TREASURER	40.00	Officer	$469,893	$40,595	$510,488
NOELEHUA LL ARCHAMBAULT	VP - INST. ADVANCEMENT	40.00	Officer	$248,604	$89,003	$337,607
JAMES LACLAIR	CHIEF INFORMATION OFFICER	40.00	Highest	$295,477	$21,271	$316,748
TODD CHOW-HOY	PRINCIPAL - JR SCHOOL	40.00	Key Emp	$199,467	$110,345	$309,812
ROBERT GELBER	DIRECTOR OF COMMUNICATIONS	40.00	Highest	$185,202	$71,536	$256,738
RAQUEL KELLY HICKS	CHIEF HR OFFICER	40.00	Highest	$218,615	$34,330	$252,945
GUSTAVO CARRERA	PRINCIPAL -ACADEMY (FROM 7/22)	40.00	Key Emp	$222,071	$17,271	$239,342
VIRGINIA LOO	DIR - ANALYTICS & PLANNING	40.00	Highest	$181,898	$55,502	$237,400
MAILE UOHARA	DIR - ENROLLMENT MGMT & ADMISSION	40.00	Highest	$218,300	$14,851	$233,151
DENISE SA HOKE	ASST. TREASURER & CONTROLLER	40.00	Officer	$185,580	$19,252	$204,832
EMILY MCCARREN	PRINCIPAL - ACAD. (UNTIL 6.22)	40.00	Key Emp	$151,816	$38,976	$190,792
W DAVID CAREY III	SECOND VICE CHAIR, FINANCE	1.00	Officer Director	$0	$0	$0
MARGARET COLE	ASSISTANT SECRETARY	1.00	Officer Director	$0	$0	$0
WENDY CRABB	FIRST VICE CHAIR	1.00	Officer Director	$0	$0	$0
CONSTANCE LAU	CHAIR OF THE BOARD	1.00	Officer Director	$0	$0	$0
KATHLEEN SULLIVAN WO	SECRETARY	1.00	Officer Director	$0	$0	$0
ETHAN ABBOTT	TRUSTEE	1.00	Director	$0	$0	$0
DEBORAH BERGER	TRUSTEE	1.00	Director	$0	$0	$0
GREGORY DICKHENS	TRUSTEE	1.00	Director	$0	$0	$0
MARK FUKUNAGA	TRUSTEE	1.00	Director	$0	$0	$0
PETER HO	TRUSTEE	1.00	Director	$0	$0	$0
DUANE KURISU	TRUSTEE	1.00	Director	$0	$0	$0
DOUGLAS KWOCK	TRUSTEE	1.00	Director	$0	$0	$0
JOHN MORGAN	TRUSTEE	1.00	Director	$0	$0	$0
WILLIAM PRICE III	TRUSTEE	1.00	Director	$0	$0	$0
EMILY REBER PORTER	TRUSTEE	1.00	Director	$0	$0	$0
ANN TERANISHI	TRUSTEE	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	No data	No data	No data	No data
2023	$146,373,981	$139,414,869	$644,434,222	$6,959,112
2022	$143,107,481	$126,208,239	$624,153,689	$16,899,242
2021	$122,251,506	$167,104,735	$664,536,262	$-44,853,229
2020	$122,666,099	$127,139,542	$545,732,654	$-4,473,443
2019	$128,568,177	$121,895,905	$506,477,883	$6,672,272
2018	$121,573,272	$117,204,068	$473,773,839	$4,369,204

PUNAHOU SCHOOL