HALE LOKAHI AKAHI (EIN 990259573) - 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

1987

Legal Domicile

Principal Officer

REGINA S THIEMAN

Phone

8082425761

Tax Period

2023-07-01 to 2024-06-30

HALE LOKAHI AKAHI, founded in 1987, is a small nonprofit in the Housing & Shelter sector that reported $295K in total revenue in fiscal year 2023. Revenue decreased 10% compared to the prior year.

Mission

TO PROVIDE THE PHYSICALLY CHALLENGED WITH HOUSING FACILITIES AND SERVICES SPECIFICALLY DESIGNED TO MEET THEIR PHYSICAL, SOCIAL, AND PSYCHOLOGICAL NEEDS.

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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 $227,739

Program Service Revenue $66,505

Investment Income $11

Other Revenue $592

TOTAL REVENUE $294,847

Expense Breakdown

Grants Paid $0

Salaries & Benefits $31,905

Fundraising Expenses $0

Program Expenses $263,867

Other Expenses $287,916

TOTAL EXPENSES $319,821

Year-over-Year Comparison

	2023	2022	Change
Revenue	$294,847	$327,207	-0.1%
Expenses	$319,821	$322,096	0.0%
Net Income	$-24,974	$5,111	-5.9%

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

$85,916

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARK D RECK	CHAIRMAN	0.12	Officer Director	$0	$0	$0
VIOLA MUNDRICK-WICHMAN	VICE CHAIR	0.12	Officer Director	$0	$0	$0
SCOTT HALL SMITH PA-C	SECRETARY	0.12	Officer Director	$0	$0	$0
GREG KNUE	TREASURER	0.12	Officer Director	$0	$0	$0
REYNOLD BUTCH M GIMA	DIRECTOR	0.12	Director	$0	$0	$0
KLAUS SIMMER	DIRECTOR	0.12	Director	$0	$0	$0
RYAN FUKUSHIMA	DIRECTOR	0.12	Director	$0	$0	$0
REGINA S THIEMAN	EXECUTIVE DI	3.00	Officer	$0	$0	$85,916

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	$294,847	$319,821	$827,711	$-24,974
2023	$327,207	$322,096	$878,920	$5,111
2022	$335,428	$326,185	$906,306	$9,243
2021	$331,786	$313,267	$924,670	$18,519
2020	$335,896	$391,322	$932,775	$-55,426
2019	$314,890	$304,747	$1,007,832	$10,143
2018	$314,089	$305,403	$1,029,826	$8,686

HALE LOKAHI AKAHI