HAWAII ELECTRICIANS PREPAID LEGAL FUND (EIN 990163849) - 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

1975

Legal Domicile

Principal Officer

TRACY HAYASHI AL ITAMOT

Phone

8088416169

Tax Period

2018-10-01 to 2019-09-30

HAWAII ELECTRICIANS PREPAID LEGAL FUND, founded in 1975, is a micro nonprofit that reported $7K in total revenue in fiscal year 2018. Revenue fell 97% from the prior year — a significant decline worth monitoring. Expenses of $50K exceeded revenue, resulting in a 597% operating deficit.

Mission

TO PROVIDE LEGAL BENEFITS TO ELIGIBLE PARTICIPANTS AND ELIGIBLE DEPENDENTS IN ACCORDANCE WITH PLAN RULES AND REGULATIONS. THE PLAN IS A MULTIEMPLOYER PLAN.

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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 (2018)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $7,194

Other Revenue $0

TOTAL REVENUE $7,194

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $11,366

Other Expenses $38,786

TOTAL EXPENSES $50,152

Year-over-Year Comparison

	2018	2017	Change
Revenue	$7,194	$274,842	-1.0%
Expenses	$50,152	$64,894	-0.2%
Net Income	$-42,958	$209,948	-1.2%

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

N/A

Employees

N/A

Volunteers

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JODY HANAMOTO	EMPLOYER TRUSTEE	0.50	Director	$0	$0	$0
STEVEN TANAKA	EMPLOYER TRUSTEE	0.50	Director	$0	$0	$0
RODNEY CHUN	EMPLOYER TRUSTEE	0.50	Director	$0	$0	$0
AL ITAMOTO	EMPLOYER TRUSTEE (ALT.)	0.50	Director	$0	$0	$0
TRACY HAYASHI	UNION TRUSTEE	0.50	Director	$0	$0	$0
DENNIS KALOI	UNION TRUSTEE	0.50	Director	$0	$0	$0
DAMIEN TK KIM	UNION TRUSTEE	0.50	Director	$0	$0	$0
JOSH NASH	UNION TRUSTEE (ALT.)	0.50	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
2019	$7,194	$50,152	$343,623	$-42,958
2018	$274,842	$64,894	$380,883	$209,948

HAWAII ELECTRICIANS PREPAID LEGAL FUND