MAUI UNITED WAY (EIN 990086524) - 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

1944

Legal Domicile

Principal Officer

SHANDA VANGAS

Phone

8082448787

Tax Period

2023-07-01 to 2024-06-30

MAUI UNITED WAY, founded in 1944, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $35.8M in total revenue in fiscal year 2023. Revenue surged 2062% from the prior year, signaling strong growth momentum. The organization ran a surplus of $24.2M, a strong 68% operating margin.

Mission

TO RAISE FUNDS FOR VARIOUS HEALTH AND WELFARE AGENCIES.

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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 $34,695,994

Program Service Revenue $226,481

Investment Income $851,722

Other Revenue $25,640

TOTAL REVENUE $35,799,837

Expense Breakdown

Grants Paid $9,083,949

Salaries & Benefits $566,057

Fundraising Expenses $110,734

Program Expenses $10,815,413

Other Expenses $1,944,326

TOTAL EXPENSES $11,594,332

Year-over-Year Comparison

	2023	2022	Change
Revenue	$35,799,837	$1,656,060	+20.6%
Expenses	$11,594,332	$1,826,505	+5.3%
Net Income	$24,205,505	$-170,445	-143.0%

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

1100

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

$56,119

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
NICHOLAS WINFREY	FORMER CPO	40.00	Officer	$54,679	$1,440	$56,119
MARY ANDERSON	DIRECTOR	1.00	Director	$0	$0	$0
SANDY BAZ	TREASURER	2.00	Officer Director	$0	$0	$0
SCOTT CROCKFORD	DIRECTOR	1.00	Director	$0	$0	$0
ANDREA DEMETRAS	DIRECTOR	1.00	Director	$0	$0	$0
MARK FORNWALL	DIRECTOR	1.00	Director	$0	$0	$0
MARK KLASCHKA	VICE CHAIRMA	2.00	Officer Director	$0	$0	$0
U'ILANI TANIGAWA LUM	DIRECTOR	1.00	Director	$0	$0	$0
WENDY MACAHELEG	DIRECTOR	1.00	Director	$0	$0	$0
LALAINE MANLAPAO	DIRECTOR	1.00	Director	$0	$0	$0
MAX NOVENA	DIRECTOR	1.00	Director	$0	$0	$0
JAMIE PEACOCK	DIRECTOR	1.00	Director	$0	$0	$0
SIMON POOLE	FORMER CHAIR	N/A	Officer Director	$0	$0	$0
JENNIFER SALISBURY	SECRETARY	2.00	Officer Director	$0	$0	$0
CHRIS SMITH	DIRECTOR	1.00	Director	$0	$0	$0
JENNIFER TAKAYESU	DIRECTOR	1.00	Director	$0	$0	$0
SHANDA VANGAS	CHAIRWOMAN	2.00	Officer Director	$0	$0	$0
SCOTT RODRIGUEZ	CPO	40.00	Officer	$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	$35,799,837	$11,594,332	$26,870,882	$24,205,505
2023	$1,656,060	$1,826,505	$2,463,361	$-170,445
2022	$1,662,506	$1,808,387	$2,459,094	$-145,881
2021	$1,792,344	$1,678,801	$3,068,655	$113,543
2020	$1,360,872	$1,157,306	$2,620,432	$203,566
2019	$968,967	$1,099,841	$2,458,515	$-130,874
2018	$1,097,205	$1,061,462	$2,492,593	$35,743

MAUI UNITED WAY