Wilcox Health Foundation (EIN 990204242) - 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

1981

Legal Domicile

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.

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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 (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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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

$5,106,599

Total Directors

$4,234,001

Key Employees

Highest Compensated

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

Wilcox Health Foundation