Kaua'i Medical Clinic (EIN 990326099) - 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

1967

Legal Domicile

Phone

8082451500

Tax Period

2023-07-01 to 2024-06-30

Kaua'i Medical Clinic, founded in 1967, is a mid-sized nonprofit in the Health Care sector that reported $70.2M in total revenue in fiscal year 2023.

Mission

KAUA'I MEDICAL CLINIC, AN AFFLIATE OF HAWAI'I PACIFIC HEALTH, IS A MULTI-SPECIALTY PROVIDER GROUP THAT SERVES HAWAI'I PACIFIC HEALTH THROUGH ACADEMICS, RESEARCH AND CLINICAL CARE, IN PARTNERSHIP WITH KAPI'OLANI MEDICAL CENTER FOR WOMEN AND CHILDREN (KAPI'OLANI), PALI MOMI MEDICAL CENTER (PALI MOMI), STRAUB CLINIC AND HOSPITAL (STRAUB), AND WILCOX MEMORIAL HOSPITAL (WILCOX).

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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 $0

Program Service Revenue $69,911,722

Investment Income $248,631

Other Revenue $0

TOTAL REVENUE $70,160,353

Expense Breakdown

Grants Paid $0

Salaries & Benefits $12,245,340

Fundraising Expenses $0

Program Expenses $68,860,812

Other Expenses $58,078,113

TOTAL EXPENSES $70,323,453

Year-over-Year Comparison

	2023	2022	Change
Revenue	$70,160,353	$68,401,182	+0.0%
Expenses	$70,323,453	$68,551,182	+0.0%
Net Income	$-163,100	$-150,000	+0.1%

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

213

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

$20,869,283

Total Directors

$5,523,218

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Jay Murphy MD	Board of Director, Vice Chair	0.2	Officer Director	$0	$36,312	$465,526
Raymond P Vara Jr	Board of Director, President	2.0	Officer Director	$0	$1,946,467	$4,411,352
Robert Wotring II MD	Board of Director, Chair	0.2	Officer Director	$0	$20,705	$361,462
Denise Roberts	Board of Director	0.2	Director	$0	$0	$0
Eugene Tareshawty	Board of Director	0.2	Director	$0	$24,275	$284,878
Helen Cox	Board of Director	0.2	Director	$0	$0	$0
Mike Murakoshi	Board of Director	0.2	Director	$0	$0	$0
Arthur Gladstone	EVP & CSO	0.0	Officer	$0	$336,892	$1,263,224
Carrie Ann Tsutsui	VP & System Controller	0.1	Officer	$0	$79,120	$386,410
Charles R Ching	EVP, General Counsel & Secretary	0.1	Officer	$0	$294,495	$1,125,301
David Okabe	EVP, CFO & Treasurer	1.0	Officer	$0	$424,421	$1,548,574
David Stumbaugh	VP	1.5	Officer	$0	$95,124	$412,166
Dawn Dunbar	SVP	0.0	Officer	$0	$119,562	$552,162
Dean Tateyama	VP	1.0	Officer	$0	$43,961	$352,598
Douglas Kwock MD	VP	1.0	Officer	$0	$121,002	$654,568
James Lin MD	VP	0.1	Officer	$0	$100,382	$450,848
Jennie Chahanovich	CEO	10.0	Officer	$0	$252,177	$979,068
Jessica Lewis	Assistant Corporate Secretary	2.5	Officer	$0	$45,659	$229,658
John McNamara	SVP & CMO	2.0	Officer	$0	$107,976	$548,928
Katie Shigemitsu	Compliance Officer	0.5	Officer	$0	$33,771	$269,809
Leslie Chun MD	EVP	1.0	Officer	$0	$323,377	$1,204,885
Lorrie-Ann Luke	VP	0.5	Officer	$0	$94,698	$410,482
Louise Fukumoto	VP	0.0	Officer	$0	$81,002	$380,935
Michael Robinson	VP	0.2	Officer	$0	$81,528	$459,528
Peter Lewis	VP & Chief Information Security Officer	0.1	Officer	$0	$25,649	$372,495
Reina France Graves	Privacy Officer	1.5	Officer	$0	$38,898	$185,751
Shilpa Patel MD	SVP & CQO	0.8	Officer	$0	$120,521	$608,878
Steven Robertson	EVP & CIO	0.0	Officer	$0	$314,398	$1,213,737
Sunshine Topping	SVP (part year)	0.5	Officer	$0	$127,928	$621,649
Troy Branstetter	VP	1.0	Officer	$0	$72,299	$390,663
Warren Chaiko	SVP	0.5	Officer	$0	$123,377	$592,404
William Burke	VP	0.0	Officer	$0	$89,507	$416,222
Amithea Love	Psychologist	40.0	Highest	$102,567	$15,201	$117,768
Ashley Shimono	Clinical Supervisor	40.0	Highest	$114,339	$31,959	$146,298
Brandon Wong	Former Officer	0.0		$0	$28,833	$233,668
Geri Young MD	Former Officer	0.0		$0	$9,210	$158,786
Kenneth B Robbins MD	Former Officer	0.0		$0	$27,263	$147,342

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
2025	No data	No data	No data	No data
2024	$70,160,353	$70,323,453	$22,542,787	$-163,100
2023	$68,401,182	$68,551,182	$25,572,554	$-150,000
2022	$66,538,192	$66,688,192	$23,829,432	$-150,000
2021	$63,113,020	$63,263,020	$25,849,919	$-150,000
2020	$52,883,447	$63,229,256	$23,684,775	$-10,345,809
2020	$52,883,447	$63,229,256	$23,684,775	$-10,345,809
2019	$46,661,977	$66,554,976	$19,835,158	$-19,892,999
2018	$46,967,396	$64,161,794	$15,750,780	$-17,194,398

Kaua'i Medical Clinic