NA KALAI WA'A (EIN 990304846) - 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

1993

Legal Domicile

Principal Officer

BRANDI BEAUDET

Phone

8088859500

Tax Period

2023-01-01 to 2023-12-31

NA KALAI WA'A, founded in 1993, is a small nonprofit in the Arts, Culture & Humanities sector that reported $713K in total revenue in fiscal year 2023. Revenue fell 33% from the prior year — a significant decline worth monitoring. Expenses of $690K left a modest 3% surplus.

Mission

NA KALAI WAA PROVIDES CULTURAL EDUCATIONAL EXPERIENCES UTILIZING HAWAIIAN VOYAGING CANOES. THE PROGRAMS FOCUS ON REVIVING AND TEACHING THE WAYFINDING TRADITIONS OF THE HAWAIIAN PEOPLE TO INSTILL PRIDE, BUILD SELF-ESTEEM, AND DEEPEN HAWAIIAN SCIENTIFIC AND CULTURAL KNOWLEDGE TO ALL INTERESTED LEARNERS, BOTH YOUNG AND OLD.

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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 $673,500

Program Service Revenue $38,694

Investment Income $32

Other Revenue $967

TOTAL REVENUE $713,193

Expense Breakdown

Grants Paid $0

Salaries & Benefits $346,960

Fundraising Expenses $25,642

Program Expenses $596,227

Other Expenses $343,414

TOTAL EXPENSES $690,374

Year-over-Year Comparison

	2023	2022	Change
Revenue	$713,193	$1,062,532	-0.3%
Expenses	$690,374	$628,866	+0.1%
Net Income	$22,819	$433,666	-0.9%

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

N/A

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
DEEDEE BERTELMANN	DIRECTOR	5.00	Director	$0	$0	$0
BONNIE KAHAPEA-TANNER	DIRECTOR	5.00	Director	$0	$0	$0
DAMIEN KAIMANA BARCARSE	SECRETARY	5.00	Officer Director	$0	$0	$0
BRANDI BEAUDET	TREASURER	5.00	Officer Director	$0	$0	$0
MAULILI DICKSON	VICE PRESIDENT	16.00	Officer Director	$0	$0	$0
MILTON BERTELMANN	VICE PRESIDENT	16.00	Officer Director	$0	$0	$0
POMAI BERTELMANN	PRESIDENT	5.00	Officer Director	$0	$0	$0
CHADD PAISHON	EXECUTIVE DIRECTOR/SENIOR CAPTAIN	40.00	Key Emp	$0	$0	$0
LEHUA AH SAM	BUSINESS MANAGER	30.00	Key Emp	$0	$0	$0
LEIMANA SPENCER	EXECUTIVE ASSISTANT	40.00	Key Emp	$0	$0	$0
KEALI'I MAIELUA	VESSEL MAINT. MANAGER/CAPTAIN	40.00	Key Emp	$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	$713,193	$690,374	$1,924,764	$22,819
2022	$1,062,532	$628,866	$1,895,109	$433,666
2022	$1,222,761	$627,954	$2,056,251	$594,807
2021	$620,027	$597,694	$1,544,654	$22,333
2020	$413,076	$477,261	$1,534,488	$-64,185

NA KALAI WA'A