HALE MAKUA FOUNDATION (EIN 990302635) - 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

1992

Legal Domicile

Principal Officer

WESLEY P LO

Phone

8088772761

Tax Period

2023-01-01 to 2023-12-31

HALE MAKUA FOUNDATION, founded in 1992, is a small nonprofit that reported $224K in total revenue in fiscal year 2023. Revenue surged 159% from the prior year, signaling strong growth momentum. Expenses of $594K exceeded revenue, resulting in a 165% operating deficit.

Mission

HALE MAKUA FOUNDATION MANAGES ALL OF HALE MAKUA FOUNDATION'S INVESTMENTS AND PROVIDES SUPPORT TO HALE MAKUA HEALTH SERVICES. THE MAJORITY OF HALE MAKUA HEALTH SERVICE RESIDENTS ARE MEDICAID RECIPIENTS, WHICH IS A FEDERAL PROGRAM TO AID THE AGED, BLIND, AND DISABLED WITH MEDICAL ASSISTANCE.

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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 $30,000

Program Service Revenue $0

Investment Income $193,884

Other Revenue $0

TOTAL REVENUE $223,884

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $593,785

TOTAL EXPENSES $593,785

Year-over-Year Comparison

	2023	2022	Change
Revenue	$223,884	$86,438	+1.6%
Expenses	$593,785	$22,797	+25.0%
Net Income	$-369,901	$63,641	-6.8%

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
GREG KNUE	TREASURER/SE	1.00	Officer Director	$0	$0	$0
WESLEY P LO	C.E.O.	1.00	Officer Director	$0	$0	$0
MARVIN MONIZ	CHAIRMAN OF	2.00	Officer Director	$0	$0	$0
ALAN NAKAMOTO	VICE CHAIR	1.00	Officer Director	$0	$0	$0
PAUL UEOKA	TRUSTEE	1.00	Director	$0	$0	$0
SUANNE MORIKUNI	C.F.O.	1.00	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	$223,884	$593,785	$4,971,971	$-369,901
2022	$86,438	$22,797	$5,304,704	$63,641
2021	$654,792	$18,502	$5,530,128	$636,290
2020	$138,386	$23,690	$5,509,455	$114,696
2019	$229,270	$202,755	$5,293,242	$26,515
2019	$229,270	$202,755	$5,293,242	$26,515
2018	$249,123	$348,212	$5,025,084	$-99,089

HALE MAKUA FOUNDATION