COMMUNITY ASSOCIATIONS INSTITUTE - HAWAII CHAPTER (EIN 990252198) - 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

1985

Legal Domicile

Principal Officer

TERRY SCHULZE

Phone

8084881133

Tax Period

2023-01-01 to 2023-12-31

COMMUNITY ASSOCIATIONS INSTITUTE - HAWAII CHAPTER, founded in 1985, is a small nonprofit that reported $159K in total revenue in fiscal year 2023. Expenses of $184K exceeded revenue, resulting in a 16% operating deficit.

Mission

PROVIDE EDUCATIONAL SERVICES FOR HOMEOWNERS' ASSOCIATIONS.

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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 $24,083

Program Service Revenue $131,064

Investment Income $4,189

Other Revenue $0

TOTAL REVENUE $159,336

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $184,367

TOTAL EXPENSES $184,367

Year-over-Year Comparison

	2023	2022	Change
Revenue	$159,336	$155,147	+0.0%
Expenses	$184,367	$174,089	+0.1%
Net Income	$-25,031	$-18,942	+0.3%

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

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
KANANI KAOPUA	PRESIDENT	2.00	Officer Director	$0	$0	$0
MELANIE OYAMA	PRESIDENT -	2.00	Officer Director	$0	$0	$0
TERRY SCHULZE	SECRETARY	2.00	Officer Director	$0	$0	$0
RANDY AU	TREASURER	2.00	Officer Director	$0	$0	$0
MIKE AYSON	DIRECTOR	2.00	Director	$0	$0	$0
ROY DELA CRUZ	DIRECTOR	2.00	Director	$0	$0	$0
CHRISTOPHER GOODWIN	DIRECTOR	2.00	Director	$0	$0	$0
KEVEN WHALEN	DIRECTOR	2.00	Director	$0	$0	$0
PAULI WONG	DIRECTOR	2.00	Director	$0	$0	$0
LINDSAY GREEN OYAMA	EXECUTIVE DI	42.00	Officer	$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	$159,336	$184,367	$251,569	$-25,031
2022	$155,147	$174,089	$274,403	$-18,942
2021	$131,279	$161,741	$313,706	$-30,462
2020	$183,638	$181,882	$358,410	$1,756
2019	$214,705	$232,443	$327,820	$-17,738
2018	$267,770	$232,382	$342,334	$35,388

COMMUNITY ASSOCIATIONS INSTITUTE - HAWAII CHAPTER