HAWAII MASONS' VACATION & HOLIDAY TRUST FUND (EIN 990174790) - 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

PETER IRIARTE MICHAEL MA

Phone

8088453901

Tax Period

2024-03-01 to 2025-02-28

HAWAII MASONS' VACATION & HOLIDAY TRUST FUND, founded in 1976, is a community nonprofit that reported $7.5M in total revenue in fiscal year 2024.

Mission

TO PROVIDE VACATION AND HOLIDAY BENEFITS TO ELIGIBLE MEMBERS

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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 $0

Program Service Revenue $7,145,174

Investment Income $325,228

Other Revenue $2,826

TOTAL REVENUE $7,473,228

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $274,911

TOTAL EXPENSES $7,524,716

Year-over-Year Comparison

	2024	2023	Change
Revenue	$7,473,228	$7,350,565	+0.0%
Expenses	$7,524,716	$7,019,201	+0.1%
Net Income	$-51,488	$331,364	-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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PETER T IRIARTE	UNION TRUSTEE	1.00	Director	$0	$0	$0
GLEN KANESHIGE	EMPLOYER TRUSTEE	1.00	Director	$0	$0	$0
CLAUDE MATSUMOTO	EMPLOYER TRUSTEE	1.00	Director	$0	$0	$0
MICHAEL MAZZONE	EMPLOYER TRUSTEE	1.00	Director	$0	$0	$0
AARON TAMPOS	EMPLOYER TRUSTEE	1.00	Director	$0	$0	$0
PATRICK CORONAS	UNION TRUSTEE	1.00	Director	$0	$0	$0
MAXCIMO MANIPON	UNION TRUSTEE	1.00	Director	$0	$0	$0
JEFFREY ORNELLAS	UNION TRUSTEE	1.00	Director	$0	$0	$0
IKAIKA CASTILLO EFFECTIVE MAY 2024	UNION TRUSTEE (ALTERNATE)	1.00	Director	$0	$0	$0
WILLIAM GILES	EMPLOYER TRUSTEE	1.00	Director	$0	$0	$0
PETER J IRIARTE	UNION TRUSTEE	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
2025	$7,473,228	$7,524,716	$4,443,660	$-51,488
2024	$7,350,565	$7,219,807	$7,488,571	$130,758
2024	$7,350,565	$7,019,201	$7,480,183	$331,364
2023	$7,172,522	$7,262,976	$7,338,878	$-90,454
2022	$7,343,347	$7,239,215	$7,375,803	$104,132
2021	$6,802,058	$6,832,599	$6,923,171	$-30,541
2020	$7,029,263	$6,840,428	$6,926,581	$188,835
2019	$7,407,512	$7,045,503	$6,993,051	$362,009
2018	$9,817,636	$9,649,535	$6,557,485	$168,101

HAWAII MASONS' VACATION & HOLIDAY TRUST FUND