HALE ULU HOI III (EIN 990336743) - 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

1998

Legal Domicile

Principal Officer

ROBERT EFFORD JR

Phone

8089358534

Tax Period

2024-07-01 to 2025-06-30

HALE ULU HOI III, founded in 1998, is a small nonprofit in the Housing & Shelter sector that reported $297K in total revenue in fiscal year 2024. Revenue surged 54% from the prior year, signaling strong growth momentum. The organization ran a surplus of $70K, a strong 24% operating margin.

Mission

PROVIDE INDEPENDENT LIVING OPTIONS FOR PERSONS WITH LOW INCOME.

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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 (2024)

Revenue Breakdown

Contributions & Grants $75,000

Program Service Revenue $217,383

Investment Income $23

Other Revenue $4,999

TOTAL REVENUE $297,405

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $327

Program Expenses $219,980

Other Expenses $227,445

TOTAL EXPENSES $227,445

Year-over-Year Comparison

	2024	2023	Change
Revenue	$297,405	$193,570	+0.5%
Expenses	$227,445	$184,558	+0.2%
Net Income	$69,960	$9,012	+6.8%

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

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

$121,238

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JUDI MELON	BOARD CHAIR	1.00	Officer Director	$0	$0	$0
GEOLI NG	DIRECTOR	1.00	Director	$0	$0	$0
LARA SONODA	DIRECTOR	1.00	Director	$0	$0	$0
WILLIAM HORACE FARR	DIRECTOR	1.00	Director	$0	$0	$0
SUE R HOWELL	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT EFFORD JR	PRESIDENT AN	2.00	Officer	$0	$13,238	$121,238

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	$297,405	$227,445	$774,293	$69,960
2024	No data	No data	No data	No data
2023	$173,655	$190,073	$750,335	$-16,418
2022	$153,922	$204,004	$779,262	$-50,082
2021	$125,489	$175,201	$859,983	$-49,712
2020	$140,953	$170,981	$912,956	$-30,028
2019	$121,129	$155,873	$942,721	$-34,744
2018	$125,119	$164,268	$989,027	$-39,149

HALE ULU HOI III