HO'OLA LAHUI HAWAII (EIN 990250542) - 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

1986

Legal Domicile

Principal Officer

DAVID PETERS

Phone

8082400100

Tax Period

2023-10-01 to 2024-09-30

HO'OLA LAHUI HAWAII, founded in 1986, is a mid-sized nonprofit in the Human Services sector that reported $14.1M in total revenue in fiscal year 2023. Revenue surged 34% from the prior year, signaling strong growth momentum. The organization ran a surplus of $2.3M, a strong 16% operating margin.

Mission

TO IMPROVE THE HEALTH AND WELL-BEING OF OUR COMMUNITY.

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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 $6,728,556

Program Service Revenue $7,124,278

Investment Income $296,386

Other Revenue $0

TOTAL REVENUE $14,149,220

Expense Breakdown

Grants Paid $0

Salaries & Benefits $7,790,539

Fundraising Expenses $124,589

Program Expenses $9,951,681

Other Expenses $4,063,216

TOTAL EXPENSES $11,853,755

Year-over-Year Comparison

	2023	2022	Change
Revenue	$14,149,220	$10,565,610	+0.3%
Expenses	$11,853,755	$9,718,398	+0.2%
Net Income	$2,295,465	$847,212	+1.7%

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

$732,346

Total Directors

Key Employees

$500,523

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SAGUM SCOTT	BOD - CHAIR	2.00	Officer Director	$0	$0	$0
HORNER PAUL	BOD - VICE CHAIR	2.00	Officer Director	$0	$0	$0
SOKEI-ABREU CINDY	BOD - TREASURER	2.00	Officer Director	$0	$0	$0
SAIKI GINGER	BOD - SECRETARY	2.00	Officer Director	$0	$0	$0
VAUGHAN KILIPAKI	BOD - MEMBER	2.00	Director	$0	$0	$0
ISRAELSEN KARL	BOD - MEMBER	2.00	Director	$0	$0	$0
CHOCK ALBERT CHUCKY BOY	BOD - MEMBER	2.00	Director	$0	$0	$0
HENTON DEBRA	BOD - MEMBER	2.00	Director	$0	$0	$0
CASTILLO KAUI	BOD - MEMBER	2.00	Director	$0	$0	$0
LIEN-FUA CHERYL	BOD - MEMBER	2.00	Director	$0	$0	$0
ASHBY JULIE	HR MANAGER	40.00	Officer	$119,946	$16,279	$136,225
PETERS DAVID	CHIEF EXECUTIVE OFFICER	40.00	Officer	$270,430	$20,590	$291,020
PIMENTAL ROCHELLE	DIRECTOR OF NURSING	40.00	Officer	$129,463	$16,394	$145,857
PREM TINA	CONTROLLER	40.00	Officer	$142,674	$16,570	$159,244
BUNDSCHUH LAUREN	DENTAL DIRECTOR	40.00	Key Emp	$195,109	$18,337	$213,446
CHONG-HANNSEN DAMIEN	MEDICAL DIRECTOR	40.00	Key Emp	$287,077	$0	$287,077
BRUCE ADRIANN	PHYSICIAN	40.00	Highest	$221,855	$15,792	$237,647
HAYASHI ANOLANI	PHYSICIAN	40.00	Highest	$217,687	$13,707	$231,394
LAU GARRETT	DIRECTOR OF PHARMACY	40.00	Highest	$180,806	$17,696	$198,502
LIN JAMES	DENTIST	40.00	Highest	$184,637	$16,772	$201,409
MUANA OWEN	PHYSICIAN	40.00	Highest	$243,288	$46,636	$289,924

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	$14,149,220	$11,853,755	$10,267,512	$2,295,465
2023	$10,565,610	$9,718,398	$7,303,988	$847,212
2022	$10,178,044	$9,029,102	$6,158,767	$1,148,942
2021	$9,754,999	$8,216,696	$5,116,991	$1,538,303
2020	$7,984,787	$7,419,300	$3,867,915	$565,487
2019	$7,965,138	$7,200,893	$2,830,169	$764,245
2018	$6,967,418	$7,017,130	$1,951,811	$-49,712

HO'OLA LAHUI HAWAII