JACK HALL KONA MEMORIAL (EIN 990168454) - 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

1974

Legal Domicile

Principal Officer

Tracy Takano

Phone

8089494111

Tax Period

2024-01-01 to 2024-12-31

JACK HALL KONA MEMORIAL, founded in 1974, is a community nonprofit that reported $1.1M in total revenue in fiscal year 2024. Expenses of $1.0M left a modest 11% surplus.

Mission

HOUSING FOR LOWER INCOME AND DISPLACED FAMILIES.

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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 $755,110

Program Service Revenue $373,760

Investment Income $1,243

Other Revenue $0

TOTAL REVENUE $1,130,113

Expense Breakdown

Grants Paid $0

Salaries & Benefits $191,231

Fundraising Expenses $0

Program Expenses $1,005,050

Other Expenses $813,819

TOTAL EXPENSES $1,005,050

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,130,113	$1,172,826	0.0%
Expenses	$1,005,050	$1,042,366	0.0%
Net Income	$125,063	$130,460	0.0%

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

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
Ronette Kawakami	PRESIDENT	1.00	Officer Director	$0	$0	$0
Andie Hoshijo	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
TRACY TAKANO	SECRETARY, Treasurer	1.00	Officer Director	$0	$0	$0
Jennifer Dang	Director	1.00	Director	$0	$0	$0
Vernon Pico	Director	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
2024	$1,130,113	$1,005,050	$4,619,163	$125,063
2023	$1,172,826	$1,042,366	$4,442,078	$130,460
2022	$1,171,672	$945,585	$4,288,937	$226,087
2021	$1,134,605	$958,643	$4,080,971	$175,962
2020	$1,075,853	$933,061	$3,957,325	$142,792
2019	$1,108,370	$883,120	$3,898,330	$225,250

JACK HALL KONA MEMORIAL