Wilcox Health Foundation

EIN: 990204242 501(c)(3)

LIHUE, HI

Total Revenue
$984,774
Total Expenses
$1,826,724
Total Assets
$8,461,119
Net Assets
$7,996,168
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1981
Legal Domicile
HI
Phone
8082451157
Tax Period
2022-07-01 to 2023-06-30

Wilcox Health Foundation, founded in 1981, is a small nonprofit that reported $985K in total revenue in fiscal year 2022. Revenue fell 73% from the prior year — a significant decline worth monitoring. Expenses of $1.8M exceeded revenue, resulting in a 85% operating deficit.

Mission

THE MISSION OF WILCOX HEALTH FOUNDATION IS TO CREATE A HEALTHIER HAWAI'I.

Program Service Accomplishments

Program 1
Expenses: $1,238,842 Revenue: $0

WILCOX MEDICAL CENTER (WILCOX) IS A NOT-FOR-PROFIT MEDICAL CENTER DEDICATED TO THE HEALTH AND WELL-BEING OF KAUA'I RESIDENTS. WILCOX, LOCATED IN LIHUE, IS THE LARGEST MEDICAL FACILITY ON KAUA'I...

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WILCOX MEDICAL CENTER (WILCOX) IS A NOT-FOR-PROFIT MEDICAL CENTER DEDICATED TO THE HEALTH AND WELL-BEING OF KAUA'I RESIDENTS. WILCOX, LOCATED IN LIHUE, IS THE LARGEST MEDICAL FACILITY ON KAUA'I, PROVIDING THE KAUA'I COMMUNITY WITH ACCESSIBLE, QUALITY HEALTH CARE. WILCOX IS PART OF HAWAI'I PACIFIC HEALTH, ONE OF THE STATE'S LARGEST HEALTH CARE SYSTEMS. AS A NOT-FOR-PROFIT MEDICAL CENTER, WILCOX RELIES ON PHILANTHROPIC SUPPORT FROM THE COMMUNITY TO FULFILL ITS MISSION AND CARE FOR PATIENTS REGARDLESS OF THEIR ABILITY TO PAY. CONTRIBUTIONS, BOTH UNRESTRICTED AND DESIGNATED, HELP THE MEDICAL CENTER PROVIDE EXCEPTIONAL MEDICAL CARE IN HAWAI'I. GENEROUS DONATIONS ASSIST AND ARE NOT LIMITED TO THESE AREAS: PATIENT AND SPECIALTY CARE, CAPITAL IMPROVEMENTS, EDUCATION AND RESEARCH, COMMUNITY HEALTH AND UNCOMPENSATED CARE. CAPITAL IMPROVEMENTS EMERGENCY AND TRAUMA PROGRAMS THE WILCOX EMERGENCY DEPARTMENT REQUIRES ONGOING SUPPORT AS TRAUMA CASES HAVE INCREASED. MAJOR GIFTS AND ANNUAL DONATIONS CONTINUE TO FUND UPGRADES TO THE EMERGENCY DEPARTMENT. OVERALL IMPROVEMENTS INCLUDE CREATING TRAUMA RESUSCITATION SUITES AS WELL AS RENOVATING SPECIALTY SPACES FOR BEHAVIORAL HEALTH, INFECTIOUS CONTROL, PEDIATRIC ROOMS, AND OB-GYN CARE. SINCE WILCOX HAS LIMITED ACCESS TO BEHAVIORAL HEALTH SERVICES FOR ACUTE EMERGENCY PATIENTS, DONATIONS WILL SUPPORT KAUAI'S FIRST EMERGENCY MEDICINE TELEMEDICINE PROGRAM FOR BEHAVIORAL HEALTH. IMAGING SERVICES MAJOR GIFTS AND CAPITAL FUNDING HELPED TO PURCHASE A NEW CT SCANNER THAT REPLACES AN EXISTING MODEL INSTALLED IN 1999. EQUIPPED WITH ADVANCED FEATURES AND RELIABILITY, THE NEW CT SCANNER WILL HELP TO DETECT AND MONITOR DISEASES AND CONDITIONS, SUCH AS CANCER AND HEART DISEASE. THE NEW SCANNER REQUIRES A LOWER DOSE OF RADIATION AND IS EQUIPPED WITH SOFTWARE CAPABLE OF RECONSTRUCTING AND REFORMATTING IMAGES POST SCANNING. THIS IMAGING TECHNOLOGY WILL SUPPORT EMERGENCY AND TRAUMA CASES. GRANTS, MAJOR GIFTS AND CAPITAL FUNDING WERE SECURED TO BEGIN THE RENNOVATION OF THE NUCLEAR MEDICINE LAB. THE UPGRADED LAB WILL INCLUDE A NEW STATE OF THE ART NUCLEAR MEDICINE CAMERA AND ADJOINING HOT LAB. THE UPGRADED LAB WILL IMPROVE TREATMENT FOR CRITICALLY ILL PATIENTS ON KAUA'I. THE NEW CAMERA WILL PROVIDE CARE TO PATIENTS ON KAUA'I THAT CAN HELP ELIMINATE THE NEED FOR THEM TO TRAVEL TO O'AHU FOR NUCLEAR MEDICINE EVALUATIONS AND TREATMENT. EDUCATION AND RESEARCH SIMULATION LAB THE WILCOX SIMULATION LAB INCLUDES HIGH-TECH MANIKINS THAT THE MEDICAL STAFF USE TO PRACTICE PROCEDURES THAT THEY RARELY SEE. THE LAB OFFERS A REALISTIC AND RISK-FREE ENVIRONMENT. A STATE-OF-THE-ART TRAINING SYSTEM ALLOWS NURSE EDUCATORS TO CREATE SCENARIOS WHERE THE MANAKINS EXHIBIT VARIOUS CONDITIONS AND CARE RESPONSES. CLINICAL EDUCATION TRAINING PROGRAM WILCOX PARTNERS WITH THE DEPARTMENT OF EDUCATION TO PROVIDE HIGH SCHOOL STUDENTS THE OPPORTUNITY TO TRAIN AS CLINICAL NURSE AIDES AS PART OF THEIR HIGH SCHOOL CURRICULUM. THESE PROGRAMS ARE A STARTING POINT IN THE MEDICAL FIELD THAT ALLOW STUDENTS TO EARN MONEY WHILE EXPLORING THE HEALTH CARE INDUSTRY AND FURTHERING THEIR EDUCATION. MAJOR GIFTS AND CAPITAL INVESTMENTS SUPPORT THE PROGRAM BY FUNDING THE INSTRUCTOR POSITION AS WELL AS MEDICAL EQUIPMENT NEEDED TO TURN CLASSROOMS INTO REALISTIC CLINICAL TRAINING FACILITIES. IN ADDITION, ALL STUDENTS WHO SUCCESSFULLY COMPLETE A CLINICAL TRAINING FOR TEENS PROGRAM ARE GUARANTEED AN INTERVIEW FOR HIRE AT A HAWAI'I PACIFIC HEALTH MEDICAL CENTER OR CLINIC. COMMUNITY HEALTH AND UNCOMPENSATED CARE PATIENT ASSISTANCE FUND: MALAMA FUND THE PURPOSE OF THE PATIENT ASSISTANCE FUND IS TO ASSIST MEDICAL CENTER PATIENTS AND/OR THEIR SUPPORT SYSTEM RECEIVING SERVICES, INCLUDING EMERGENCY ROOM AND OUTPATIENT SERVICES AT THIS FACILITY. THE MANAGEMENT AND DISBURSEMENT OF THE PATIENT ASSISTANCE FUND, OR MALAMA FUND, IS LEFT TO THE DISCRETION OF THIS FACILITY TO MEET SPECIFIC PATIENT CARE NEEDS. THE FUNDS MAY BE USED FOR PATIENTS AND/OR THEIR SUPPORT SYSTEM THAT HAVE FINANCIAL BARRIERS AND NEED CONTINUED MEDICAL OR PSYCHOSOCIAL SUPPORT OR TO FACILITATE DISCHARGE.

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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%)

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Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $888,891
Program Service Revenue $0
Investment Income $95,883
Other Revenue $0
TOTAL REVENUE $984,774

Expense Breakdown

Grants Paid $987,452
Salaries & Benefits $0
Fundraising Expenses $248,232
Program Expenses $1,238,842
Other Expenses $839,272
TOTAL EXPENSES $1,826,724

Year-over-Year Comparison

2022 2021 Change
Revenue $984,774 $3,692,144 -0.7%
Expenses $1,826,724 $1,263,926 +0.4%
Net Income $-841,950 $2,428,218 -1.3%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
7
Independent Members
6
Employees
N/A
Volunteers
13

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
8
$5,106,599
Total Directors
7
$4,234,001
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
N/A Board of Director, Chair 0.2
Officer Director
$0 $0 $0
N/A Board of Director, Vice Chair 0.2
Officer Director
$0 $0 $0
N/A Board of Director 0.2
Director
$0 $0 $0
N/A Board of Director 0.2
Director
$0 $0 $0
N/A Board of Director 0.2
Director
$0 $1,366,459 $4,234,001
N/A Board of Director 0.2
Director
$0 $0 $0
N/A Board of Director 0.2
Director
$0 $0 $0
N/A Assistant Treasurer 0.1
Officer
$0 $81,513 $380,182
N/A Secretary 0.1
Officer
$0 $277,063 $1,241,693
N/A Treasurer 0.1
Officer
$0 $393,579 $1,641,504
N/A Vice President 5.0
Officer
$0 $120,296 $547,462
N/A President 3.0
Officer
$0 $223,586 $1,080,179
N/A Assistant Secretary 0.5
Officer
$0 $44,093 $215,579
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 No data No data No data No data
2024 No data No data No data No data
2023 $984,774 $1,826,724 $8,461,119 $-841,950
2022 $3,692,144 $1,263,926 $10,028,799 $2,428,218
2021 $1,258,741 $1,464,024 $6,915,379 $-205,283
2020 $3,920,247 $1,218,208 $6,822,164 $2,702,039
2020 $3,920,247 $1,218,208 $6,822,164 $2,702,039
2019 $1,301,618 $1,785,179 $4,222,901 $-483,561
2018 $956,780 $1,359,595 $3,987,151 $-402,815
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