HAWAII OBSTETRICS AND GYNECOLOGY RESEARCH AND EDUCATION FOUNDATION (EIN 990305156) - 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

Principal Officer

IVICA ZALUD MD PHD

Phone

8082036576

Tax Period

2023-01-01 to 2023-12-31

HAWAII OBSTETRICS AND GYNECOLOGY RESEARCH AND EDUCATION FOUNDATION, founded in 1993, is a micro nonprofit in the Medical Research sector that reported $85K in total revenue in fiscal year 2023. Revenue surged 124% from the prior year, signaling strong growth momentum. The organization ran a surplus of $18K, a strong 21% operating margin.

Mission

PROVIDE SUPPORT AND ENHANCE MEDICAL EDUCATION, RESEARCH AND TRAINING OF THE MEDICAL STUDENTS, RESIDENTS AND FACULTY OF THE UNIVERSITY OF HAWAII, JOHN A BURNS SCHOOL OF MEDICINE, DEPT OF OBSTETRICS, GYNECOLOGY AND WOMEN'S HEALTH

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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 $4,776

Program Service Revenue $20,120

Investment Income $60,513

Other Revenue $0

TOTAL REVENUE $85,409

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $54,561

Other Expenses $67,675

TOTAL EXPENSES $67,675

Year-over-Year Comparison

	2023	2022	Change
Revenue	$85,409	$38,131	+1.2%
Expenses	$67,675	$15,971	+3.2%
Net Income	$17,734	$22,160	-0.2%

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

N/A

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
THAO NGUYEN	TREASURER	N/A	Officer	$0	$0	$0
IVICA ZALUD MD PHD	CHAIR	N/A	Officer	$0	$0	$0
KRYSTEN KAWAMATA	ASSISTANT SE	N/A	Officer	$0	$0	$0
KEITH TERADA MD	DIRECTOR	N/A	Director	$0	$0	$0
THOMAS KOSASA MD	DIRECTOR	N/A	Director	$0	$0	$0
ANGELA PRATT MD	DIRECTOR	N/A	Director	$0	$0	$0
JOHN GUERRI CFTA	DIRECTOR	N/A	Director	$0	$0	$0
ANN CHANG MD	DIRECTOR	N/A	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	No data	No data	No data	No data
2023	$85,409	$67,675	$1,818,109	$17,734
2022	$38,131	$15,971	$1,663,995	$22,160
2021	$106,638	$46,048	$1,957,560	$60,590
2020	$57,504	$39,608	$1,860,130	$17,896
2019	$59,528	$50,076	$1,702,610	$9,452
2018	$88,218	$98,047	$1,498,406	$-9,829

HAWAII OBSTETRICS AND GYNECOLOGY RESEARCH AND EDUCATION FOUNDATION