MAUI HISTORICAL SOCIETY

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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

1956

Legal Domicile

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.

Program Service Accomplishments

Program 1

Expenses: $167,467 Revenue: $30,747

HALE HO'IKE'IKE AT BAILEY HOUSE WAS FORMED TO PRESERVE HAWAIIAN ARITIFACTS AND HISTORICAL DOCUMENTS PERTAINING TO HAWAIIAN HISTORY, INCLUDING PLANTATION HISTORY, AND TO DISPLAY AND INTERPRET MAUI'S EARLY CULTURE. THE MUSEUM ALSO CELEBRATES LEI DAY BY HOSTING A LEI DAY HERITAGE FESTIVAL TO PROMOTE COMMUNITY AWARENESS INTO THE TRADION AND HISTORY OF HAWAIIAN LEIS AND THE CELEBRATION OF LEI DAY. IT'S VARIOUS WORKSHOPS INCLUDE HAWAIIAN MUSIC, LANGUAGE, FEATHER ARTS, HULA,CHANT, KALO, AND FARMING.

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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 (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

Governance

Voting Members

Independent Members

Employees

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

$35,400

Total Directors

Key Employees

Highest Compensated

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