LUCY K HENRIQUES TRUST C/O THE QUE… - Form 990 Financial Data

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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

1933

Legal Domicile

Principal Officer

THE QUEEN'S HEALTH SYSTEM

Phone

8086915975

Tax Period

2023-10-01 to 2024-09-30

LUCY K HENRIQUES TRUST C/O THE QUEEN'S HEALTH SYSTEMS, founded in 1933, is a small nonprofit that reported $149K in total revenue in fiscal year 2023. Revenue surged 68% from the prior year, signaling strong growth momentum. The organization ran a surplus of $44K, a strong 30% operating margin.

Mission

TO PROVIDE SUPPORT FOR THE CHARITABLE PURPOSES AND PROGRAMS OF THE QUEEN'S NORTH HAWAII COMMUNITY HOSPITAL.

Program Service Accomplishments

Program 1

Expenses: $100,624

TO PROVIDE SUPPORT FOR THE CHARITABLE PURPOSES AND PROGRAMS OF THE QUEEN'S NORTH HAWAII COMMUNITY HOSPITAL.

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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 $0

Investment Income $149,270

Other Revenue $0

TOTAL REVENUE $149,270

Expense Breakdown

Grants Paid $96,000

Salaries & Benefits $1,400

Fundraising Expenses $0

Program Expenses $100,624

Other Expenses $7,616

TOTAL EXPENSES $105,016

Year-over-Year Comparison

	2023	2022	Change
Revenue	$149,270	$89,085	+0.7%
Expenses	$105,016	$118,328	-0.1%
Net Income	$44,254	$-29,243	-2.5%

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

$1,400

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PATRICIA RICHARD GILES	CO-TRUSTEE	0.20	Director	$1,400	$0	$1,400
N/A	CO-TRUSTEE	1.00		$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	$149,270	$105,016	$2,138,097	$44,254
2023	$89,085	$118,328	$2,093,843	$-29,243
2022	$122,770	$119,859	$2,123,086	$2,911
2021	$95,806	$65,069	$2,120,175	$30,737
2020	$68,298	$105,116	$2,089,438	$-36,818
2019	$56,990	$94,501	$2,126,256	$-37,511
2018	$52,551	$113,666	$2,163,767	$-61,115

LUCY K HENRIQUES TRUST C/O THE QUEEN'S HEALTH SYSTEMS