HAWAII TAPERS HEALTH & WELFARE TRUST (EIN 990213908) - 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

1993

Legal Domicile

Principal Officer

RYDEN VALMOJAMICHAEL MAZ

Phone

8088410491

Tax Period

2023-01-01 to 2023-12-31

HAWAII TAPERS HEALTH & WELFARE TRUST, founded in 1993, is a community nonprofit that reported $5.0M in total revenue in fiscal year 2023. The organization ran a surplus of $828K, a strong 17% operating margin.

Mission

THE ORGANIZATION IS A COLLECTIVELY BARGAINED MULTIEMPLOYER PLAN THAT PROVIDES HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $4,587,022

Investment Income $403,060

Other Revenue $0

TOTAL REVENUE $4,990,082

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $140,048

TOTAL EXPENSES $4,162,277

Year-over-Year Comparison

	2023	2022	Change
Revenue	$4,990,082	$4,794,058	+0.0%
Expenses	$4,162,277	$4,264,050	0.0%
Net Income	$827,805	$530,008	+0.6%

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

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
ANACLETO ALCANTRA	EMP TRUSTEE	0.50	Director	$0	$0	$0
BARBARA KONO	EMP TRUSTEE	0.50	Director	$0	$0	$0
JOHN FRIGILLANA	UNION TRUSTEE	0.50	Director	$0	$0	$0
JOSEPH GONSALVES	UNION TRUSTEE	0.50	Director	$0	$0	$0
MARIO MANRIQUE JR	UNION TRUSTEE	0.50	Director	$0	$0	$0
MICHAEL MAZZONE	EMP TRUSTEE	0.50	Director	$0	$0	$0
RYDEN VALMOJA	UNION TRUSTEE	0.50	Director	$0	$0	$0
VINCENT NIHIPALI	EMP TRUSTEE	0.50	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	No data	No data	No data	No data
2023	$4,990,082	$4,162,277	$13,615,609	$827,805
2022	$4,794,058	$4,264,050	$12,252,876	$530,008
2021	$4,667,377	$4,167,038	$13,470,790	$500,339
2020	$4,660,372	$3,977,466	$12,763,108	$682,906
2019	$4,236,816	$3,845,900	$11,915,559	$390,916
2018	$4,180,400	$4,438,049	$10,839,561	$-257,649

HAWAII TAPERS HEALTH & WELFARE TRUST