HAWAII ROTARY YOUTH FOUNDATION (EIN 990170090) - 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

1976

Legal Domicile

Principal Officer

DAVE HAMIL

Phone

8087351073

Tax Period

2024-07-01 to 2025-06-30

HAWAII ROTARY YOUTH FOUNDATION, founded in 1976, is a small nonprofit in the Education sector that reported $902K in total revenue in fiscal year 2024. Revenue surged 54% from the prior year, signaling strong growth momentum. The organization ran a surplus of $563K, a strong 62% operating margin.

Mission

TO PROVIDE SCHOLARSHIPS TO HIGH SCHOOL SENIORS TO ATTEND A FOUR-YEAR COLLEGE OF THEIR CHOICE.

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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 $170,781

Program Service Revenue $1,410

Investment Income $729,380

Other Revenue $21

TOTAL REVENUE $901,592

Expense Breakdown

Grants Paid $245,000

Salaries & Benefits $22,618

Fundraising Expenses $0

Program Expenses $250,603

Other Expenses $70,662

TOTAL EXPENSES $338,280

Year-over-Year Comparison

	2024	2023	Change
Revenue	$901,592	$583,875	+0.5%
Expenses	$338,280	$351,357	0.0%
Net Income	$563,312	$232,518	+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

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
TRACY HARGRAVE	AT LARGE - OAHU	4.00	Director	$0	$0	$0
SUSAN GOYA	AT LARGE - OAHU	4.00	Director	$0	$0	$0
RICHARD CUNNINGHAM	AT LARGE - HAWAII EAST	4.00	Director	$0	$0	$0
VERN LOWERY	AT LARGE HAWAII WEST	4.00	Director	$0	$0	$0
DAVID LISTER	AT LARGE - KAUAI	4.00	Director	$0	$0	$0
JOANNE LAIRD	AT LARGE - MAUI	4.00	Director	$0	$0	$0
MARK MERRIAM	PAST DISTRICT GOVERNOR	4.00	Director	$0	$0	$0
BENSON MEDINA	DISTRICT GOVERNOR ELECT	4.00	Director	$0	$0	$0
RICH PROCTOR	DISTRICT GOVERNOR NOMINEE	4.00	Director	$0	$0	$0
TED FAIGLE	PAST DISTRICT GOVERNOR	4.00	Director	$0	$0	$0
NANCY CABRAL	DISTRICT GOVERNOR	4.00	Director	$0	$0	$0
PAUL NAKACHI	FINANCE COMMITTEE ADVISOR	4.00	Director	$0	$0	$0
LAURA STEELQUIST	PAST DISTRICT GOVERNOR	4.00	Director	$0	$0	$0
KITTY WO	CHAIRMAN	4.00	Officer	$0	$0	$0
GEOFFREY HORVATH	VICE CHAIR PRESIDENT	4.00	Officer	$0	$0	$0
NITI VILLINGER	VICE PRESIDENT	4.00	Officer	$0	$0	$0
CRYSTAL BOSSOLA	ASSISTANT VP FUNDRAISING	4.00	Officer	$0	$0	$0
JAMES ODA	ASSISTANT VP SCHOLARSHIPS	4.00	Officer	$0	$0	$0
LEI'A HAFF	ASSISTANT VP PUBLIC RELATIONS	4.00	Officer	$0	$0	$0
CYNDIE SMITH	SECRETARY	4.00	Officer	$0	$0	$0
DAVE HAMIL	TREASURER	4.00	Officer	$0	$0	$0
STEVE DYER	PAST PRESIDENT	4.00	Officer	$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	$901,592	$338,280	$8,096,399	$563,312
2024	No data	No data	No data	No data
2023	$436,208	$345,321	$6,836,165	$90,887
2022	$511,540	$344,282	$6,479,423	$167,258
2021	$314,174	$337,088	$7,237,655	$-22,914
2020	$304,583	$333,407	$6,194,904	$-28,824
2019	$429,336	$318,007	$6,370,233	$111,329

HAWAII ROTARY YOUTH FOUNDATION