MAUI HISTORICAL SOCIETY

EIN: 990091143 501(c)(3) Arts, Culture & Humanities

WAILUKU, HI

Total Revenue
$257,562
Total Expenses
$223,753
Total Assets
$815,431
Net Assets
$807,263
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1956
Legal Domicile
HI
Principal Officer
KAYLA SHAW
Phone
8082443326
Tax Period
2022-07-01 to 2023-06-30

MAUI HISTORICAL SOCIETY, founded in 1956, is a small nonprofit in the Arts, Culture & Humanities sector that reported $258K in total revenue in fiscal year 2022. Revenue surged 67% from the prior year, signaling strong growth momentum. Expenses of $224K left a modest 13% surplus.

Mission

TO PRESERVE HAWAIIAN ARTIFACTS AND HISTORIC DOCUMENTS PERTAINING TO HAWAIIAN HISTORY AND TO DISPLAY AND INTERPRET MAUI'S EARLY CULTURE.

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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%)

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Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $201,762
Program Service Revenue $30,747
Investment Income $1,823
Other Revenue $23,230
TOTAL REVENUE $257,562

Expense Breakdown

Grants Paid $0
Salaries & Benefits $119,270
Fundraising Expenses $21,394
Program Expenses $167,467
Other Expenses $104,483
TOTAL EXPENSES $223,753

Year-over-Year Comparison

2022 2021 Change
Revenue $257,562 $154,193 +0.7%
Expenses $223,753 $237,015 -0.1%
Net Income $33,809 $-82,822 -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

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Governance

Voting Members
10
Independent Members
10
Employees
5
Volunteers
35

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
6
$35,400
Total Directors
10
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
NAOMI SISSY LAKE FARM EXECUTIVE DI 40.00
Officer
$35,400 $0 $35,400
KAYLA SHAW PRESIDENT 2.00
Officer Director
$0 $0 $0
TORI HO'OPI'I VICE PRESIDE 2.00
Officer Director
$0 $0 $0
ANNALISE KEHLER SECRETARY 2.00
Officer Director
$0 $0 $0
SCOTT KEOLAHOU HINAU TREASURER 2.00
Officer Director
$0 $0 $0
TERRI GAVAGAN PAST-PRESIDE 1.00
Officer Director
$0 $0 $0
ELIZABETH TOMOSO TRUSTEE 1.00
Director
$0 $0 $0
ANDREE-MICHELLE CONLEY-KAPOI TRUSTEE 1.00
Director
$0 $0 $0
KAUANOE BATANGAN TRUSTEE 1.00
Director
$0 $0 $0
CINDY LAWRENCE TRUSTEE 1.00
Director
$0 $0 $0
WALLETTE PELLEGRINO 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 $257,562 $223,753 $815,431 $33,809
2022 $154,193 $237,015 $772,233 $-82,822
2021 $148,703 $147,375 $882,073 $1,328
2020 $175,338 $191,071 $879,418 $-15,733
2019 $284,077 $206,603 $859,525 $77,474
2018 $169,045 $188,526 $795,585 $-19,481
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