KUALI'I FOUNDATION (EIN 990329344) - 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

1996

Legal Domicile

Principal Officer

SCOTT B POWER

Phone

8089881287

Tax Period

2023-01-01 to 2023-12-31

KUALI'I FOUNDATION, founded in 1996, is a mid-sized nonprofit in the Arts, Culture & Humanities sector that reported $13.3M in total revenue in fiscal year 2023. Revenue surged 1284% from the prior year, signaling strong growth momentum. The organization ran a surplus of $12.7M, a strong 95% operating margin.

Mission

THE KUALI'I FOUNDATION'S MISSION IS TO SUPPORT THE PURPOSES AND FUNCTIONS OF MANOA HERITAGE CENTER BY OWNING, PRESERVING AND MAINTAINING AN HISTORIC PROPERTY TO BENEFIT THE PUBLIC AND PROMOTE AN UNDERSTANDING OF HAWAII'S CULTURAL AND NATURAL HERITAGE.

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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 $5,574,734

Program Service Revenue $0

Investment Income $7,741,877

Other Revenue $0

TOTAL REVENUE $13,316,611

Expense Breakdown

Grants Paid $268,235

Salaries & Benefits $0

Fundraising Expenses $12,801

Program Expenses $432,269

Other Expenses $373,422

TOTAL EXPENSES $641,657

Year-over-Year Comparison

	2023	2022	Change
Revenue	$13,316,611	$962,193	+12.8%
Expenses	$641,657	$254,926	+1.5%
Net Income	$12,674,954	$707,267	+16.9%

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

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
SCOTT B POWER	PRESIDENT	1.00	Officer Director	$0	$0	$0
DAVID LEE	TREASURER	1.00	Officer Director	$0	$0	$0
HELEN NAKANO	SECRETARY	1.00	Officer Director	$0	$0	$0
CATHERINE L COOKE	DIRECTOR	1.00	Director	$0	$0	$0
BERYL B BLAICH	DIRECTOR	1.00	Director	$0	$0	$0
LYNNE JOHNSON	DIRECTOR	1.00	Director	$0	$0	$0
IAN FITZ-PATRICK	FORMER VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
MAENETTE BENHAM	FORMER DIRECTOR	1.00	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	$13,316,611	$641,657	$37,195,768	$12,674,954
2022	$962,193	$254,926	$23,231,902	$707,267
2021	$1,808,004	$197,179	$26,843,976	$1,610,825
2020	$1,919,200	$172,356	$21,602,783	$1,746,844
2019	$2,358,450	$168,882	$18,181,114	$2,189,568
2018	$605,616	$251,696	$13,499,080	$353,920

KUALI'I FOUNDATION