ALOHACARE (EIN 990309519) - 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

1994

Legal Domicile

Principal Officer

JOEL LUPER

Phone

8089731650

Tax Period

2023-01-01 to 2023-12-31

ALOHACARE, founded in 1994, is a major nonprofit that reported $468.3M in total revenue in fiscal year 2023. Revenue decreased 9% compared to the prior year.

Mission

TO PROVIDE MANAGED HEALTHCARE IN ACCORDANCE WITH QUEST, MEDICARE, AND MEDICAID.

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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 $31,000

Program Service Revenue $463,853,473

Investment Income $4,350,893

Other Revenue $102,228

TOTAL REVENUE $468,337,594

Expense Breakdown

Grants Paid $1,998,818

Salaries & Benefits $30,316,397

Fundraising Expenses $0

Program Expenses $431,826,507

Other Expenses $440,299,699

TOTAL EXPENSES $472,614,914

Year-over-Year Comparison

	2023	2022	Change
Revenue	$468,337,594	$514,831,208	-0.1%
Expenses	$472,614,914	$506,405,372	-0.1%
Net Income	$-4,277,320	$8,425,836	-1.5%

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

326

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

$1,774,825

Total Directors

Key Employees

$2,656,436

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BETTY JANE OTT	BOARD MEMBER	1.00	Director	$0	$0	$0
CATHY MARQUETTE	BOARD MEMBER	1.00	Director	$0	$0	$0
CINDY FIGUERRES	BOARD MEMBER	1.00	Director	$0	$0	$0
DEAN SHIGEMURA	BOARD MEMBER	1.00	Director	$0	$0	$0
DEBORAH ZYSMAN	BOARD MEMBER	1.00	Director	$0	$0	$0
EMMANUEL KINTU	BOARD MEMBER	1.00	Director	$0	$0	$0
GIDGET RUSCETTA	BOARD MEMBER	1.00	Director	$0	$0	$0
NICHOLAS HUGHEY	BOARD MEMBER	1.00	Director	$0	$0	$0
PHYLLIS DENDLE	BOARD MEMBER	1.00	Director	$0	$0	$0
SHANNA WILLING	BOARD MEMBER	1.00	Director	$0	$0	$0
DAVID DERAUF	IMMEDIATE PAST PRESIDENT	1.00	Officer Director	$0	$0	$0
MARY ONEHA	PRESIDENT	1.00	Officer Director	$0	$0	$0
GERALD AKAKA	SECRETARY	1.00	Officer Director	$0	$0	$0
RICHARD TAAFFE	TREASURER	1.00	Officer Director	$0	$0	$0
CHERYL VASCONCELLOS	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
JOHN VAZ	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
FRANCOISE CULLEY-TROTMAN	CHIEF EXECUTIVE OFFICER	40.00	Officer	$538,355	$39,538	$577,893
JOEL LUPER	CHIEF FINANCIAL OFFICER	40.00	Officer	$250,576	$37,097	$287,673
DR GARY OKAMOTO	CHIEF MEDICAL DIRECTOR	40.00	Officer	$466,678	$32,460	$499,138
TODD MORGAN	CHIEF INFORMATION OFFICER	40.00	Officer	$368,344	$41,777	$410,121
MICHAEL HAIGHT	SENIOR MEDICAL DIRECTOR	40.00	Key Emp	$397,021	$39,011	$436,032
PATRICK BRENNAN	VP PLAN OPERATIONS	40.00	Key Emp	$292,495	$31,941	$324,436
SAMRA A BRODERICK	VICE PRESIDENT HEALTH SERVICES	40.00	Key Emp	$285,786	$18,105	$303,891
JUNE MELLOR	SENIOR VICE PRESIDENT COMPLIANCE/QUALITY	40.00	Key Emp	$268,858	$34,213	$303,071
HANH BANNISTER	SENIOR DIRECTOR OF PHARMACY	40.00	Key Emp	$264,763	$26,527	$291,290
ANDREAS CRAVALHO	VICE PRESIDENT PRODUCT, SALES & MARKETING	40.00	Key Emp	$252,199	$25,925	$278,124
PAULA ARCENA	VP EXTERNAL AFFAIRS	40.00	Key Emp	$252,363	$17,030	$269,393
VICKI BORRELL	POPULATION HEALTH OFFICER	40.00	Key Emp	$235,105	$15,839	$250,944
VALERIE SONODA	SENIOR DIRECTOR OF PROVIDER OPERATIONS	40.00	Key Emp	$165,263	$33,992	$199,255
JEROME JANICEK	SENIOR DIRECTOR OF PLAN OPERATIONS	40.00	Highest	$226,549	$9,041	$235,590
RYAN MAU	SENIOR DIRECTOR OF BUSINESS SUPPORT SERVICES	40.00	Highest	$190,906	$34,975	$225,881
NILA PATEL	DIRECTOR OF APPLICATION DEVELOPMENT	40.00	Highest	$175,411	$24,821	$200,232
EVELYN CHOCK	SENIOR PHARMACY MANAGER	40.00	Highest	$174,398	$6,947	$181,345
KRIS LUM	DIRECTOR OF PLANNING & ANALYSIS	40.00	Highest	$164,691	$29,854	$194,545

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	$468,337,594	$472,614,914	$180,384,185	$-4,277,320
2022	$514,831,208	$506,405,372	$214,764,820	$8,425,836
2021	$508,376,761	$501,079,270	$178,821,617	$7,297,491
2020	$449,101,903	$448,135,920	$145,058,426	$965,983
2019	$389,986,394	$418,868,261	$153,281,702	$-28,881,867
2018	$374,547,469	$371,971,538	$165,933,475	$2,575,931

ALOHACARE