KAPALUA MAUI CHARITIES INC

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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

1999

Legal Domicile

Principal Officer

KARIN BERNARDO SAGAR

Phone

8086697733

Tax Period

2023-04-01 to 2024-03-31

KAPALUA MAUI CHARITIES INC, founded in 1999, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $192K in total revenue in fiscal year 2023. Revenue fell 21% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $61K, a strong 32% operating margin.

Mission

ESTABLISHED FOR THE PURPOSE OF MAKING CONTRIBUTIONS TO CHARITABLE ORGANIZATIONS AND OTHER COMMUNITY PROJECTS AS APPROVED BY THE BOARD OF DIRECTORS.

Program Service Accomplishments

Program 1

Expenses: $120,752

DONATIONS TO TAX EXEMPT ENTITIES TO SUPPORT CHARITABLE ACTIVITIES.

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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 $138,442

Program Service Revenue $0

Investment Income $1

Other Revenue $53,180

TOTAL REVENUE $191,623

Expense Breakdown

Grants Paid $29,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $120,752

Other Expenses $101,946

TOTAL EXPENSES $130,946

Year-over-Year Comparison

	2023	2022	Change
Revenue	$191,623	$243,633	-0.2%
Expenses	$130,946	$15,269	+7.6%
Net Income	$60,677	$228,364	-0.7%

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
ALEX NAKAJIMA	PRESIDENT	0.10	Officer Director	$0	$0	$0
ASHLEY LEAHEY	VICE PRESIDE	0.10	Officer Director	$0	$0	$0
KARIN BERNARDO SAGAR	TREASURER	0.10	Officer Director	$0	$0	$0
CHAD BEVAN	SECRETARY	0.10	Officer 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
2025	No data	No data	No data	No data
2024	$191,623	$130,946	$335,580	$60,677
2023	$243,633	$15,269	$259,903	$228,364
2022	$151,989	$13,338	$81,539	$138,651
2021	No data	$33,088	$44,958	No data