KONA HOSPITAL FOUNDATION (EIN 990233964) - 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

1984

Legal Domicile

Principal Officer

LEE DOUGLAS GRAHAM MD

Phone

8083224587

Tax Period

2024-01-01 to 2024-12-31

KONA HOSPITAL FOUNDATION, founded in 1984, is a small nonprofit in the Health Care sector that reported $703K in total revenue in fiscal year 2024. Revenue fell 49% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $459K, a strong 65% operating margin.

Mission

DEDICATED TO IMPROVING THE KONA COMMUNITY HOSPITAL FOR THE ENTIRE KONA COMMUNITY BY FUNDING MEDICAL TECHNOLOGY, EXPANDED SERVICES, AND ENHANCED FACILITIES THAT WOULD OTHERWISE BE UNAVAILABLE.

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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 $550,972

Program Service Revenue $0

Investment Income $159,806

Other Revenue $-7,484

TOTAL REVENUE $703,294

Expense Breakdown

Grants Paid $85,427

Salaries & Benefits $90,701

Fundraising Expenses $21,041

Program Expenses $141,866

Other Expenses $68,402

TOTAL EXPENSES $244,530

Year-over-Year Comparison

	2024	2023	Change
Revenue	$703,294	$1,385,311	-0.5%
Expenses	$244,530	$314,757	-0.2%
Net Income	$458,764	$1,070,554	-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

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

$84,256

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LEE DOUGLAS GRAHAM MD	CHAIR	10.00	Officer Director	$0	$0	$0
PETER SR OLSON ESQ	VICE CHAIR	2.00	Officer Director	$0	$0	$0
KAREN ZULKOWSKI	TREASURER	2.00	Officer Director	$0	$0	$0
MARY ANN MEESON	SECRETARY	2.00	Officer Director	$0	$0	$0
JASON IKAIKA HAUANIO	TRUSTEE	2.00	Director	$0	$0	$0
JO ANN IWANE	TRUSTEE	2.00	Director	$0	$0	$0
JUDITH-ANN NAKAMARU	TRUSTEE	2.00	Director	$0	$0	$0
TRISHA BUSKIRK	TRUSTEE	2.00	Director	$0	$0	$0
JOEI FEKE	EXECUTIVE DI	40.00	Officer	$70,092	$14,164	$84,256

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	$703,294	$244,530	$5,329,132	$458,764
2023	$1,385,311	$314,757	$4,846,022	$1,070,554
2022	$320,497	$421,291	$3,761,082	$-100,794
2021	$918,726	$114,520	$4,202,049	$804,206
2020	$304,141	$315,002	$3,219,554	$-10,861
2019	$269,189	$143,188	$2,997,691	$126,001
2018	$215,536	$237,565	$2,738,945	$-22,029

KONA HOSPITAL FOUNDATION