HALE MAHAOLU (EIN 990143109) - 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

1967

Legal Domicile

Principal Officer

VALERIE M K MATSUNAGA

Phone

8088724100

Tax Period

2023-01-01 to 2023-12-31

HALE MAHAOLU, founded in 1967, is a mid-sized nonprofit in the Housing & Shelter sector that reported $14.5M in total revenue in fiscal year 2023. Expenses of $12.4M left a modest 14% surplus.

Mission

TO DEVELOP AND MAINTAIN LOW-INCOME AND ELDERLY HOUSING PROJECTS AND OTHER RELATED PROGRAMS TO BENEFIT THE ELDERLY.

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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 $1,361,706

Program Service Revenue $12,455,844

Investment Income $507,213

Other Revenue $142,233

TOTAL REVENUE $14,466,996

Expense Breakdown

Grants Paid $0

Salaries & Benefits $7,456,832

Fundraising Expenses $162,953

Program Expenses $11,724,072

Other Expenses $4,985,140

TOTAL EXPENSES $12,441,972

Year-over-Year Comparison

	2023	2022	Change
Revenue	$14,466,996	$14,284,733	+0.0%
Expenses	$12,441,972	$12,958,847	0.0%
Net Income	$2,025,024	$1,325,886	+0.5%

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

130

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

$330,664

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GERALD HIYAKUMOTO	DIRECTOR	0.08	Director	$0	$0	$0
TERI HAMASAKI	2ND VICE PRESIDENT	0.08	Officer Director	$0	$0	$0
VALERIE MATSUNAGA	TREASURER	0.08	Officer Director	$0	$0	$0
JOYCE TAMORI	DIRECTOR	0.08	Officer Director	$0	$0	$0
TERVOR TOKISHI	1ST VICE PRESIDENT	0.08	Officer Director	$0	$0	$0
GARY WATANABE	DIRECTOR	0.08	Director	$0	$0	$0
TOM WELCH	DIRECTOR	0.08	Director	$0	$0	$0
JERRYBETH DEMELLO	DIRECTOR	0.08	Director	$0	$0	$0
ANDERS LYONS	PRESIDENT	0.08	Officer Director	$0	$0	$0
AIMEE YATSUSHIRO	DIRECTOR	0.08	Director	$0	$0	$0
MANUEL SUGUITAN	DIRECTOR	0.08	Director	$0	$0	$0
DON FUJIMOTO	SECRETARY	0.08	Director	$0	$0	$0
WILLIAM KINAKA	DIRECTOR	0.08	Director	$0	$0	$0
ERIC CHANG	DIRECTOR	0.08	Director	$0	$0	$0
GRANT CHUN	EXECUTIVE DIRECTOR	3.33	Officer	$262,193	$68,471	$330,664
KEHAULANI FEGAI	HOUSING DIRECTOR	3.33	Highest	$103,761	$0	$103,761
CANDIS WILKINSON	CONTROLLER	3.33	Highest	$119,264	$0	$119,264
PAIGE MAMUAD	HR DIRECTOR	3.33	Highest	$122,898	$0	$122,898

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
2024	No data	No data	No data	No data
2023	$14,466,996	$12,441,972	$65,113,266	$2,025,024
2022	$14,284,733	$12,958,847	$61,742,346	$1,325,886
2021	$14,655,033	$12,912,364	$62,797,850	$1,742,669
2020	$19,664,520	$12,987,479	$61,211,386	$6,677,041
2019	$21,494,677	$12,334,227	$55,199,827	$9,160,450
2018	$13,731,932	$11,285,453	$46,315,571	$2,446,479

HALE MAHAOLU