HALE MAHAOLU HOME PUMEHANA II INC (EIN 990330585) - 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

1995

Legal Domicile

Principal Officer

VALERIE M K MATSUNAGA

Phone

8088724100

Tax Period

2023-01-01 to 2023-12-31

HALE MAHAOLU HOME PUMEHANA II INC, founded in 1995, is a community nonprofit in the Housing & Shelter sector that reported $1.6M in total revenue in fiscal year 2023. Revenue grew 11% year-over-year, indicating healthy expansion. The organization ran a surplus of $429K, a strong 26% operating margin.

Mission

TO PROVIDE LOW INCOME HOUSING FOR THE ELDERLY. IT IS OPERATED UNDER SECTION 202 OF THE NATIONAL HOUSING ACT AND REGULATED BY HUD.

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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 $1,538,154

Investment Income $75,388

Other Revenue $15,072

TOTAL REVENUE $1,628,614

Expense Breakdown

Grants Paid $0

Salaries & Benefits $576,154

Fundraising Expenses $0

Program Expenses $1,134,473

Other Expenses $623,747

TOTAL EXPENSES $1,199,901

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,628,614	$1,464,387	+0.1%
Expenses	$1,199,901	$1,220,631	0.0%
Net Income	$428,713	$243,756	+0.8%

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

$330,664

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GERALD HIYAKUMOTO	DIRECTOR	0.08	Director	$0	$0	$0
JOYCE TAMORI	DIRECTOR	0.08	Director	$0	$0	$0
TERI HAMASAKI	2ND VICE PRESIDENT	0.08	Officer Director	$0	$0	$0
VALERIE MATSUNAGA	TREASURER	0.08	Officer Director	$0	$0	$0
TERVOR TOKISHI	1ST VICE PRESIDENT	0.08	Officer Director	$0	$0	$0
GARY WATANABE	DIRECTOR	0.08	Director	$0	$0	$0
TOM WELCH	DIRECTOR	0.08	Director	$0	$0	$0
ANDERS LYONS	PRESIDENT	0.08	Officer Director	$0	$0	$0
JERRYBETH DEMELLO	DIRECTOR	0.08	Director	$0	$0	$0
AIMEE YATSUSHIRO	DIRECTOR	0.08	Director	$0	$0	$0
MANUEL SUGUITAN	DIRECTOR	0.08	Director	$0	$0	$0
DON FUJIMOTO	SECRETARY	0.08	Officer Director	$0	$0	$0
WILLIAM KINAKA	DIRECTOR	0.08	Director	$0	$0	$0
ERIC CHANG	DIRECTOR	0.08	Director	$0	$0	$0
GRANT CHUN	EXECUTIVE DIRECTOR	3.33	Officer	$0	$68,471	$330,664
CANDIS WILKINSON	CONTROLLER	3.33	Highest	$0	$0	$119,264
PAIGE MAMUAD	HR DIRECTOR	3.33	Highest	$0	$0	$122,898
KEHAULANI FEGAI	HOUSING DIRECTOR	3.33	Highest	$0	$0	$103,761

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	$1,628,614	$1,199,901	$5,926,506	$428,713
2022	$1,464,387	$1,220,631	$5,582,227	$243,756
2021	$1,477,473	$1,199,270	$5,345,818	$278,203
2020	$1,478,658	$1,348,330	$5,090,071	$130,328
2019	$1,417,748	$1,323,027	$5,243,616	$94,721
2018	$1,406,455	$1,353,912	$5,365,210	$52,543

HALE MAHAOLU HOME PUMEHANA II INC