HALE MAKUA HEALTH SERVICES

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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

1954

Legal Domicile

Principal Officer

WESLEY LO

Phone

8088772761

Tax Period

2023-01-01 to 2023-12-31

HALE MAKUA HEALTH SERVICES, founded in 1954, is a mid-sized nonprofit in the Health Care sector that reported $51.4M in total revenue in fiscal year 2023.

Mission

THE MISSION OF HALE MAKUA HEALTH IS TO IMPROVE THE WELL-BEING OF THOSE IN OUR CARE THROUGH COMPASSIONATE PERSONALIZED HEALTH SERVICES IN OUR HOME AND YOURS.

Program Service Accomplishments

Program 1

Expenses: $46,182,942 Revenue: $47,894,413

HALE MAKUA NURSING HOMES PROVIDED AROUND THE CLOCK HEALTHCARE FOR 77,646 PATIENT DAYS AT ITS KAHULUI LOCATION OF 254 BEDS AND FOR 26,775 PATIENT DAYS AT ITS WAILUKU LOCATION OF 90 BEDS; HOME HEALTH BY HALE MAKUA PROVIDED IN-HOME SKILLED NURSING AND THERAPY SERVICES TO 378 (PRO-RATA) CLIENTS WITH 7,585 VISITS MADE; ADULT DAY HEALTH BY HALE MAKUA PROVIDED 2,467 DAYS OF CARE FOR CLIENTS WHO CURRENTLY LIVE IN THE COMMUNITY, AND CARE HOMES BY HALE MAKUA PROVIDED AROUND THE CLOCK HEALTHCARE FOR 3,885 PATIENT DAYS AT ITS WAILUKU LOCATION OF 22 BEDS.

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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 $3,161,130

Program Service Revenue $47,951,548

Investment Income $268,966

Other Revenue $53,686

TOTAL REVENUE $51,435,330

Expense Breakdown

Grants Paid $84,424

Salaries & Benefits $28,642,811

Fundraising Expenses $1,807,963

Program Expenses $46,182,942

Other Expenses $24,336,558

TOTAL EXPENSES $53,063,793

Year-over-Year Comparison

	2023	2022	Change
Revenue	$51,435,330	$52,427,896	0.0%
Expenses	$53,063,793	$48,068,420	+0.1%
Net Income	$-1,628,463	$4,359,476	-1.4%

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

496

Volunteers

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
EDWARD ROMSON	BOARD PRESIDENT	2.00	Director	$0	$0	$0
ROY SAKAMOTO	BOARD VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
ALEC MCBARNET	BOARD SECRETARY	1.00	Officer Director	$0	$0	$0
WESLEY LO	CHIEF EXECUTIVE OFFICER	40.00	Officer Director	$0	$0	$0
RICHARD KISHABA	BOARD DIRECTOR	1.00	Director	$0	$0	$0
EILEEN WACHI	BOARD DIRECTOR	1.00	Director	$0	$0	$0
KAREN OURA	BOARD DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL MUNEKIYO	BOARD DIRECTOR	1.00	Director	$0	$0	$0
GRANT CHUN	BOARD DIRECTOR	1.00	Director	$0	$0	$0
JOSIAH NISHITA	BOARD DIRECTOR	1.00	Director	$0	$0	$0
SUANNE MORIKUNI	CHIEF FINANCIAL OFFICER	40.00	Officer	$0	$0	$0
ELOY ESPINO	STAFF NURSE RN	40.00	Highest	$199,641	$3,249	$202,890
TEANA KAHOOHANOHANO	ADMINISTRATOR	40.00	Highest	$185,199	$4,276	$189,475
ANGELINA SAIKI	STAFF NURSE RN	40.00	Highest	$160,620	$11,698	$172,318
PAUL MATTFELD	WAILUKU ADMINISTRATOR	40.00	Highest	$169,741	$1,581	$171,322
TRACI NUNOKAWA	ADMINISTRATIVE DIRECTOR	40.00	Highest	$142,046	$30,316	$172,362

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	$51,435,330	$53,063,793	$23,541,034	$-1,628,463
2022	$52,427,896	$48,068,420	$24,548,452	$4,359,476
2021	$51,634,286	$46,013,507	$22,121,147	$5,620,779
2020	$42,554,365	$46,122,470	$22,034,774	$-3,568,105
2019	$40,541,548	$43,709,035	$20,247,992	$-3,167,487
2019	$40,542,141	$43,016,826	$21,875,932	$-2,474,685
2018	$38,734,752	$39,329,402	$22,568,285	$-594,650