HAWAII ISLAND UNITED WAY INC (EIN 996012257) - 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

1967

Legal Domicile

Principal Officer

JESSICA THOMPSON

Phone

8089356393

Tax Period

2024-07-01 to 2025-06-30

HAWAII ISLAND UNITED WAY INC, founded in 1967, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $433K in total revenue in fiscal year 2024. Revenue decreased 11% compared to the prior year. Expenses of $614K exceeded revenue, resulting in a 42% operating deficit.

Mission

TO UNITE PEOPLE, ORGANIZATIONS, AND RESOURCES TO BUILD A HEALTHIER COMMUNITY.

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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 $353,402

Program Service Revenue $687

Investment Income $28,525

Other Revenue $50,691

TOTAL REVENUE $433,305

Expense Breakdown

Grants Paid $233,853

Salaries & Benefits $231,494

Fundraising Expenses $110,394

Program Expenses $262,595

Other Expenses $148,263

TOTAL EXPENSES $613,610

Year-over-Year Comparison

	2024	2023	Change
Revenue	$433,305	$486,621	-0.1%
Expenses	$613,610	$730,955	-0.2%
Net Income	$-180,305	$-244,334	-0.3%

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

$100,272

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DWIGHT MATSUMOTO	CHAIR	2.00	Officer Director	$0	$0	$0
ALLEN GILES	VICE CHAIR	2.00	Officer Director	$0	$0	$0
JESICA CARRIAGA	SECRETARY	3.00	Officer Director	$0	$0	$0
KAI STEUER	TREASURER	2.00	Officer Director	$0	$0	$0
TANYA AYNESSAZIAN YAMANAKA	ASST. TREASURER	2.00	Officer Director	$0	$0	$0
CYRUS JOHNASSEN	DIRECTOR	2.00	Director	$0	$0	$0
MATTHEW GAUGHEN	DIRECTOR	1.00	Director	$0	$0	$0
KRISTEN THARIO	DIRECTOR	1.00	Director	$0	$0	$0
KAREN DAVIS	PRESIDENT & CHIEF PROFESSI	50.00	Officer	$81,942	$18,330	$100,272

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	$433,305	$613,610	$1,204,541	$-180,305
2024	No data	No data	No data	No data
2023	$885,756	$745,448	$1,501,944	$140,308
2022	$716,001	$695,517	$1,346,777	$20,484
2021	$862,509	$674,092	$1,491,385	$188,417
2020	$824,646	$956,188	$1,314,648	$-131,542
2020	$778,646	$954,603	$1,186,329	$-175,957
2019	$748,473	$994,774	$1,489,067	$-246,301
2018	$936,448	$919,586	$1,684,227	$16,862

HAWAII ISLAND UNITED WAY INC