UNIVERSITY OF HAWAII FOUNDATION (EIN 990085260) - 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

1955

Legal Domicile

Principal Officer

JOHN HAN

Phone

8089568700

Tax Period

2024-07-01 to 2025-06-30

UNIVERSITY OF HAWAII FOUNDATION, founded in 1955, is a major nonprofit in the Education sector that reported $178.3M in total revenue in fiscal year 2024. Revenue surged 59% from the prior year, signaling strong growth momentum. The organization ran a surplus of $86.8M, a strong 49% operating margin.

Mission

TO UNITE DONORS' PASSIONS WITH THE UNIVERSITY OF HAWAI'I'S (UH) ASPIRATIONS BY RAISING PHILANTHROPIC SUPPORT AND MANAGING INVESTMENTS TO BENEFIT UH, THE PEOPLE OF HAWAI'I AND OUR FUTURE GENERATIONS.

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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 $141,423,061

Program Service Revenue $0

Investment Income $35,034,832

Other Revenue $1,850,423

TOTAL REVENUE $178,308,316

Expense Breakdown

Grants Paid $20,208,422

Salaries & Benefits $13,355,737

Fundraising Expenses $10,809,066

Program Expenses $71,965,703

Other Expenses $57,905,357

TOTAL EXPENSES $91,469,516

Year-over-Year Comparison

	2024	2023	Change
Revenue	$178,308,316	$112,036,932	+0.6%
Expenses	$91,469,516	$79,586,473	+0.1%
Net Income	$86,838,800	$32,450,459	+1.7%

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

225

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

$1,689,423

Total Directors

Key Employees

$1,675,534

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TIM DOLAN	PRESIDENT/CEO	40.00	Officer	$636,544	$100,424	$736,968
JOHN HAN	COO/CFO	40.00	Officer	$356,763	$72,381	$429,144
KARLA ZARATE-RAMIREZ	ASSOCIATE VP - MAJOR GIFTS	40.00	Key Emp	$301,995	$58,491	$360,486
CHRISTINE KOO	ASST TREASURER/VP	40.00	Officer	$268,936	$71,773	$340,709
ALLISON OHANIAN	SENIOR EXECUTIVE DIRECTOR	40.00	Key Emp	$247,601	$65,840	$313,441
MARGOT SCHRIRE	ASSOCIATE VICE PRESIDENT	40.00	Key Emp	$223,053	$69,985	$293,038
JULIE INOUYE	EXEC DIRECTOR OF DEVELOPMENT	40.00	Key Emp	$201,052	$36,470	$237,522
MARCELO HANZA	SENIOR EXECUTIVE DIRECTOR	40.00	Key Emp	$192,500	$43,225	$235,725
MAILE AU	ASSOCIATE VP	40.00	Key Emp	$198,937	$36,385	$235,322
ERIZA BARENG	SENIOR DIRECTOR OF DEVELOPMENT	40.00	Highest	$138,977	$49,526	$188,503
KARA SHIBATA	ASST TREASURER/CONTROLLER	40.00	Officer	$140,241	$42,361	$182,602
SUZANNE BISHOP	DIRECTOR OF PROSPECT RESEARCH	40.00	Highest	$128,313	$44,204	$172,517
JOCELYN ROMERO DEMIRBAG	SENIOR DIRECTOR OF DEVELOPMENT	40.00	Highest	$123,380	$30,252	$153,632
TRINH NGUYEN	DIRECTOR OF DEVELOPMENT	40.00	Highest	$125,519	$25,062	$150,581
JENNIFER NICKEL	DIRECTOR OF DEVELOPMENT	40.00	Highest	$118,674	$30,524	$149,198
C SCOTT WO	CHAIRMAN	0.50	Officer Director	$0	$0	$0
RANDOLPH G MOORE	VICE CHAIR	0.50	Officer Director	$0	$0	$0
RICHARD F WACKER	VICE CHAIR	0.50	Officer Director	$0	$0	$0
ROBYNNE D DALY	TREASURER	0.50	Officer Director	$0	$0	$0
LORI TERANISHI	SECRETARY	0.50	Officer Director	$0	$0	$0
JOHN COUCH	TRUSTEE	0.50	Director	$0	$0	$0
TIMOTHY M DONOHUE	TRUSTEE	0.50	Director	$0	$0	$0
PETER FUKUNAGA	TRUSTEE	0.50	Director	$0	$0	$0
PETER N GROSSMAN	TRUSTEE	0.50	Director	$0	$0	$0
MICHAEL K HIRAI	TRUSTEE	0.50	Director	$0	$0	$0
GUY KAWASAKI	TRUSTEE	0.50	Director	$0	$0	$0
JAMES H Q LEE	TRUSTEE	0.50	Director	$0	$0	$0
JACKSON NAKASONE	TRUSTEE	0.50	Director	$0	$0	$0
TED PETTIT	TRUSTEE	0.50	Director	$0	$0	$0
SEAN K SUGAI	TRUSTEE	0.50	Director	$0	$0	$0
JASON TAYLOR	TRUSTEE	0.50	Director	$0	$0	$0
GINNY TIU	TRUSTEE	0.50	Director	$0	$0	$0
SUTANTO WIDJAJA	TRUSTEE	0.50	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	$178,308,316	$91,469,516	$1,106,917,390	$86,838,800
2024	No data	No data	No data	No data
2023	$123,081,542	$68,484,452	$893,522,101	$54,597,090
2022	$182,685,209	$64,301,701	$828,996,748	$118,383,508
2021	$108,431,875	$57,246,813	$719,332,132	$51,185,062
2020	$76,733,850	$61,348,887	$548,406,506	$15,384,963
2019	$67,544,540	$60,243,863	$543,347,710	$7,300,677
2018	$67,365,941	$60,949,778	$595,960,196	$6,416,163

UNIVERSITY OF HAWAII FOUNDATION