Straub Foundation (EIN 990109350) - 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

1962

Legal Domicile

Phone

8085357434

Tax Period

2024-07-01 to 2025-06-30

Straub Foundation, founded in 1962, is a community nonprofit in the Medical Research sector that reported $6.8M in total revenue in fiscal year 2024. Revenue fell 27% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $4.1M, a strong 60% operating margin.

Mission

THE MISSION OF STRAUB FOUNDATION IS TO CREATE A HEALTHIER HAWAI'I.

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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 $6,028,804

Program Service Revenue $0

Investment Income $775,739

Other Revenue $0

TOTAL REVENUE $6,804,543

Expense Breakdown

Grants Paid $1,558,040

Salaries & Benefits $0

Fundraising Expenses $445,556

Program Expenses $1,716,060

Other Expenses $1,145,758

TOTAL EXPENSES $2,703,798

Year-over-Year Comparison

	2024	2023	Change
Revenue	$6,804,543	$9,259,452	-0.3%
Expenses	$2,703,798	$1,979,860	+0.4%
Net Income	$4,100,745	$7,279,592	-0.4%

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

N/A

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

$4,340,608

Total Directors

$6,426,997

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Adelia Chung	Board of Director, Vice Chair	0.1	Officer Director	$0	$0	$0
Jon Snook	Board of Director, Chair	0.1	Officer Director	$0	$0	$0
Carol Ai-May	Board of Director (part year)	0.1	Director	$0	$0	$0
D Matthew Pakkala	Board of Director (part year)	0.1	Director	$0	$0	$0
Edward Weldon MD	Board of Director	0.1	Director	$0	$38,634	$981,171
Kenji MD Yamazaki	Board of Director	0.1	Director	$0	$0	$0
Kenton Eldridge	Board of Director	0.1	Director	$0	$0	$0
Peter Dames	Board of Director	0.1	Director	$0	$0	$0
Raymond P Vara Jr	Board of Director	0.1	Director	$0	$2,402,439	$5,445,826
Sandy Fong	Board of Director	0.1	Director	$0	$0	$0
Carrie Ann Tsutsui	Assistant Treasurer	0.1	Officer	$0	$88,491	$414,074
Charles R Ching	Secretary	0.1	Officer	$0	$397,894	$1,220,638
David Okabe	Treasurer	0.1	Officer	$0	$568,803	$1,874,387
Dawn Dunbar	President	15.0	Officer	$0	$133,114	$592,692
Jessica Lewis	Assistant Secretary	0.5	Officer	$0	$47,962	$238,817

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	$6,804,543	$2,703,798	$44,169,748	$4,100,745
2024	No data	No data	No data	No data
2023	$5,130,216	$2,507,306	$29,971,973	$2,622,910
2022	$14,587,144	$2,163,708	$26,564,863	$12,423,436
2021	$4,202,945	$2,244,763	$15,015,264	$1,958,182
2020	$2,705,317	$2,743,409	$12,029,631	$-38,092
2020	$2,705,317	$2,743,409	$12,029,631	$-38,092
2019	$4,933,170	$1,480,813	$11,324,690	$3,452,357
2018	$1,038,290	$1,730,380	$7,387,955	$-692,090

Straub Foundation