HAWAII TEAMSTERS AND ALLIED WORKERS UNION LOCAL 996 (EIN 990077386) - 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

1963

Legal Domicile

Principal Officer

KEVIN HOLU

Phone

8088476633

Tax Period

2023-01-01 to 2023-12-31

HAWAII TEAMSTERS AND ALLIED WORKERS UNION LOCAL 996, founded in 1963, is a community nonprofit that reported $5.1M in total revenue in fiscal year 2023.

Mission

TO ORGANIZE ALL WORKERS AND SECURE IMPROVED COMPENSATION AND WORKING CONDITIONS THROUGH COLLECTIVE BARGAINING.

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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 $0

Program Service Revenue $5,063,203

Investment Income $43,183

Other Revenue $5,812

TOTAL REVENUE $5,112,198

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,081,245

Fundraising Expenses $0

Program Expenses $4,683,759

Other Expenses $2,897,969

TOTAL EXPENSES $5,042,431

Year-over-Year Comparison

	2023	2022	Change
Revenue	$5,112,198	$4,741,941	+0.1%
Expenses	$5,042,431	$4,351,149	+0.2%
Net Income	$69,767	$390,792	-0.8%

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

N/A

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

$450,043

Total Directors

$258,537

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
FELIPE DEJESUS ANGUIANO	TRUSTEE	40.00	Director	$83,617	$35,458	$119,075
BEVERLY TUSI	TRUSTEE	40.00	Director	$21,636	$0	$21,636
JONATHAN LEO REED	TRUSTEE	40.00	Director	$82,367	$35,459	$117,826
KEVIN K HOLU	PRESIDENT AND PRINCIPAL EX	40.00	Officer	$130,129	$35,458	$165,587
TAVESI AUGAFA	RECORDING SECRETARY	40.00	Officer	$83,992	$35,458	$119,450
JOELLE FP HUSSEY	SECRETARY-TREASURER	40.00	Officer	$120,334	$35,458	$155,792
WALTER FOX III	VICE PRESIDENT	40.00	Officer	$9,214	$0	$9,214

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	No data	No data	No data	No data
2023	$5,112,198	$5,042,431	$5,791,870	$69,767
2022	$4,741,941	$4,351,149	$5,722,890	$390,792
2021	$4,481,825	$4,243,958	$5,330,538	$237,867
2020	$4,428,923	$4,219,301	$5,118,415	$209,622
2019	$4,495,367	$4,426,566	$4,902,059	$68,801
2018	$4,216,437	$4,186,352	$4,940,496	$30,085

HAWAII TEAMSTERS AND ALLIED WORKERS UNION LOCAL 996