HAWAII COUNCIL ON ECONOMIC EDUCATI… - 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

2000

Legal Domicile

Principal Officer

JIM DIXON

Phone

8085857220

Tax Period

2017-08-01 to 2018-07-31

HAWAII COUNCIL ON ECONOMIC EDUCATION, founded in 2000, is a small nonprofit in the Social Science sector that reported $136K in total revenue in fiscal year 2017. Revenue fell 20% from the prior year — a significant decline worth monitoring. Expenses of $165K exceeded revenue, resulting in a 21% operating deficit.

Mission

TO PROMOTE AND IMPROVE THE TEACHING OF ECONOMICS IN HAWAII'S PUBLIC AND PRIVATE SCHOOLS AND INCREASE THE ECONOMIC AND FINANCIAL LITERACY OF HAWAII'S STUDENTS AND RESIDENTS.

Program Service Accomplishments

Program 1

Expenses: $61,756 Revenue: $480

HCEE WORKS TO ACHIEVE ITS MISSION BY PROMOTING AND IMPROVING THE TEACHING OF ECONOMIC AND FINANCIAL CONCEPTS IN HAWAII'S PUBLIC, PRIVATE, AND CHARTER SCHOOLS THROUGH TEACHER WORKSHOPS AND STUDENT...

HCEE WORKS TO ACHIEVE ITS MISSION BY PROMOTING AND IMPROVING THE TEACHING OF ECONOMIC AND FINANCIAL CONCEPTS IN HAWAII'S PUBLIC, PRIVATE, AND CHARTER SCHOOLS THROUGH TEACHER WORKSHOPS AND STUDENT PROGRAMS. HCEE IMPROVES THE QUALITY OF ECONOMIC AND FINANCIAL LITERACY EDUCATION IN THE STATE OF HAWAII BY TRAINING EDUCATORS WHO IN TURN CAN ADVOCATE AND IMPLEMENT PROGRAMS AND CURRICULUM IN HAWAII SCHOOLS. THESE PROGRAMS INCLUDE WORKSHOPS, STOCK MARKET SIMULATION, ECONOMICS THROUGH THE EYES OF CHILDREN, AND ECONOMICS CHALLENGE. DURING THE LAST TEN YEARS, THE HCEE HAS TRAINED MORE THAN 1,000 HAWAII EDUCATORS IN ITS PROGRAMS. EACH SCHOOL YEAR, IF ONE TRAINED TEACHER TEACHES ONE CLASS OF 30 STUDENTS, APPROXIMATELY 30,000 STUDENTS WOULD HAVE BENEFITED FROM SUCH EDUCATOR TRAINING. EACH YEAR, NEARLY 7,000 STUDENTS PARTICIPATE IN THE STOCK MARKET SIMULATION, ECONOMICS CHALLENGE, AND ECONOMICS THROUGH THE EYES OF CHILDREN PROGRAMS.

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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 (2017)

Revenue Breakdown

Contributions & Grants $75,626

Program Service Revenue $480

Investment Income $32

Other Revenue $60,129

TOTAL REVENUE $136,267

Expense Breakdown

Grants Paid $0

Salaries & Benefits $102,618

Fundraising Expenses $21,226

Program Expenses $61,756

Other Expenses $62,802

TOTAL EXPENSES $165,420

Year-over-Year Comparison

	2017	2016	Change
Revenue	$136,267	$171,384	-0.2%
Expenses	$165,420	$178,229	-0.1%
Net Income	$-29,153	$-6,845	+3.3%

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

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

$70,541

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JIM DIXON	CHAIR	1.00	Officer Director	$0	$0	$0
JACK WONG	VICE CHAIR	1.00	Officer Director	$0	$0	$0
BILL KAWASHIMA	SECRETARY	1.00	Officer Director	$0	$0	$0
PETER HANASHIRO	TREASURER	1.00	Officer Director	$0	$0	$0
JEFFREY BUCK	DIRECTOR	0.30	Director	$0	$0	$0
STANFORD CARR	DIRECTOR	0.30	Director	$0	$0	$0
ED CHAR	DIRECTOR	0.30	Director	$0	$0	$0
PAUL CHATTERGY	DIRECTOR	0.30	Director	$0	$0	$0
SUZANNE CHUN OAKLAND	DIRECTOR	0.30	Director	$0	$0	$0
JOHN FINK	DIRECTOR	0.30	Director	$0	$0	$0
SANDRA AU FONG	DIRECTOR	0.30	Director	$0	$0	$0
SHERYL KOZUMA	DIRECTOR	0.30	Director	$0	$0	$0
ASH MATAR	DIRECTOR	0.30	Director	$0	$0	$0
DAVID MORIMOTO	DIRECTOR	0.30	Director	$0	$0	$0
MYRON NAKATA	DIRECTOR	0.30	Director	$0	$0	$0
DARREN OTA	DIRECTOR	0.30	Director	$0	$0	$0
LANCE SUZUKI	DIRECTOR	0.30	Director	$0	$0	$0
RJ RODRIGUEZ	DIRECTOR	0.30	Director	$0	$0	$0
ROBERT SARACCO	DIRECTOR	0.30	Director	$0	$0	$0
JEANNE UNEMORI SKOG	DIRECTOR	0.30	Director	$0	$0	$0
MIKE ZANE	DIRECTOR	0.30	Director	$0	$0	$0
DENISE ESPOSITO	EXECUTIVE DIRECTOR	40.00	Officer	$65,000	$5,541	$70,541

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
2018	$136,267	$165,420	$58,319	$-29,153

HAWAII COUNCIL ON ECONOMIC EDUCATION