Hale Halawai Ohana O Hanalei (EIN 990304903) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1993

Legal Domicile

Principal Officer

Blake Conant

Phone

8088261011

Tax Period

2024-01-01 to 2024-12-31

Hale Halawai Ohana O Hanalei, founded in 1993, is a community nonprofit in the Human Services sector that reported $7.2M in total revenue in fiscal year 2024. Revenue surged 1562% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.9M, a strong 27% operating margin.

Mission

Our mission is to create and sustain a gathering place for cultural education and for community engagement and actions to support social, civic and recreation events that perpetuate the value of aloha and the betterment of our community.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $7,025,252

Program Service Revenue $113,591

Investment Income $704

Other Revenue $36,100

TOTAL REVENUE $7,175,647

Expense Breakdown

Grants Paid $4,764,800

Salaries & Benefits $360,879

Fundraising Expenses $20,187

Program Expenses $5,206,382

Other Expenses $147,352

TOTAL EXPENSES $5,273,031

Year-over-Year Comparison

	2024	2023	Change
Revenue	$7,175,647	$431,635	+15.6%
Expenses	$5,273,031	$523,513	+9.1%
Net Income	$1,902,616	$-91,878	-21.7%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$91,159

Total Directors

$92,159

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Kathleen Conant	Executive Dir.	40.00	Officer Director	$91,159	$0	$91,159
Naomi Yokotake	Director	0.58	Director	$1,000	$0	$1,000
Blake Conant	President	0.58	Officer Director	$0	$0	$0
Gaylord Wilcox	Treasurer	0.58	Officer Director	$0	$0	$0
Wicki Van De Veer	Secretary	0.58	Officer Director	$0	$0	$0
Charlie Cowden	Vice President	0.58	Officer Director	$0	$0	$0
Keith Nitta	Director	0.58	Director	$0	$0	$0
Marau Beck	Director	0.58	Director	$0	$0	$0
Presley Wann	Director	0.58	Director	$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	$7,175,647	$5,273,031	$4,699,596	$1,902,616
2023	$431,635	$523,513	$2,810,684	$-91,878
2022	$692,878	$458,123	$3,137,012	$234,755
2021	$391,397	$274,293	$2,896,522	$117,104
2020	$102,452	$197,792	$2,810,041	$-95,340
2019	$237,848	$220,552	$2,875,629	$17,296
2018	$572,944	$545,186	$2,858,316	$27,758

Hale Halawai Ohana O Hanalei