MAUNA LANI RESORT ASSOCIATION (EIN 990227306) - 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

1982

Legal Domicile

Principal Officer

PATRICK FITZGERALD

Phone

8088859888

Tax Period

2023-01-01 to 2023-12-31

MAUNA LANI RESORT ASSOCIATION, founded in 1982, is a community nonprofit that reported $5.0M in total revenue in fiscal year 2023. Revenue surged 40% from the prior year, signaling strong growth momentum.

Mission

THE MAUNA LANI RESORT ASSOCAITON(THE "MLRA- OR THE "ASSOCIATION") IS A HAWAII NON-PROFIT CORPORATION, ESTABLISHED ON JULY 7, 1982 TO EXCERCISE THE POWERS AND PRIVILEGES AND PERFORM ALL OF THE DUTIES AND OBLIGATIONS OF THE ASSOCIATION AS SET FORTH IN MLRA'S DECLARATION OF COVENANTS AND RESTRICTIONS (THE "DC&R"). THE PURPOSE OF THE MLRA DC&R "...IS TO CREATE AND KEEP THE COMMUNITY DESIRABLE, ATTRACTIVE, BENEFICIAL AND SUITABLE IN ARCHITECTURAL DESIGN, MATERIALS, AND APPEARANCE; AND TO ENHANCE THE NATURAL BEAUTY AND PROTECTION OF OWNERS WITHIN THE COMMUNITY AREA'.

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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 $3,375,687

Program Service Revenue $0

Investment Income $116,810

Other Revenue $1,550,936

TOTAL REVENUE $5,043,433

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $4,160,828

Other Expenses $5,043,433

TOTAL EXPENSES $5,043,433

Year-over-Year Comparison

	2023	2022	Change
Revenue	$5,043,433	$3,610,583	+0.4%
Expenses	$5,043,433	$3,610,583	+0.4%
Net Income	$0	N/A	N/A

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
PATRICK FITZGERALD	PRESIDENT	N/A	Officer Director	$0	$0	$0
MITCHELL GREEN	VICE PRESIDE	N/A	Officer Director	$0	$0	$0
DAVID GROSS	SECRETARY/TR	N/A	Officer Director	$0	$0	$0
ALAN PINN	DIRECTOR	N/A	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	$5,043,433	$5,043,433	$3,169,694	No data
2022	$3,610,583	$3,610,583	$4,345,298	No data
2021	$3,519,354	$3,510,976	$3,965,841	$8,378
2020	$3,523,227	$3,669,529	$3,827,275	$-146,302

MAUNA LANI RESORT ASSOCIATION