HAWAII TEAMSTERS AND ALLIED WORKER… - Form 990 Financial Data

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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

1986

Legal Domicile

Principal Officer

KEVIN HOLU GLORIA LI

Phone

8085230199

Tax Period

2022-07-01 to 2023-06-30

HAWAII TEAMSTERS AND ALLIED WORKERS LOCAL 996 LEGAL SERVICE PLAN, founded in 1986, is a small nonprofit that reported $162K in total revenue in fiscal year 2022. The organization ran a surplus of $36K, a strong 22% operating margin.

Mission

TO PROVIDE LEGAL SERVICES TO ELIGIBLE MEMBERS OF THE PLAN IN ACCORDANCE WITH LEGAL MATTERS LISTED IN THE PLAN DOCUMENT.

Program Service Accomplishments

Program 1

Expenses: $11,563

LEGAL SERVICES WERE PROVIDED TO ELIGIBLE PARTICIPANTS IN ACCORDANCE WITH PLAN RULES AND REGULATIONS AND THE TRUST AGREEMENT.

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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 $0

Program Service Revenue $142,647

Investment Income $16,668

Other Revenue $2,740

TOTAL REVENUE $162,055

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $11,563

Other Expenses $114,495

TOTAL EXPENSES $126,058

Year-over-Year Comparison

	2022	2021	Change
Revenue	$162,055	$160,378	+0.0%
Expenses	$126,058	$86,401	+0.5%
Net Income	$35,997	$73,977	-0.5%

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

N/A

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
GLORIA LI	EMPLOYER TRUSTEE	0.50	Director	$0	$0	$0
KEVIN HOLU	UNION TRUSTEE	0.50	Director	$0	$0	$0
JOELLE HUSSEY ALT	UNION 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
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$162,055	$126,058	$749,757	$35,997
2022	$160,378	$86,401	$669,233	$73,977
2021	$158,682	$106,436	$706,070	$52,246
2020	$153,779	$78,559	$556,828	$75,220
2019	$159,824	$97,204	$471,637	$62,620
2018	$156,255	$100,011	$391,560	$56,244

HAWAII TEAMSTERS AND ALLIED WORKERS LOCAL 996 LEGAL SERVICE PLAN