Hualalai Ohana Foundation
EIN: 810570716 · Kailua Kona, HI · NTEE: B82
| Metric | Value |
|---|---|
| Total Revenue | $2.3M |
| Total Expenses | $1.8M |
| Net Assets | $7.5M |
Is Hualalai Ohana Foundation Legit?
Insufficient Data
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
About Hualalai Ohana Foundation
Hualalai Ohana Foundation (EIN: 810570716) is a nonprofit organization based in Kailua Kona, HI, classified under NTEE code B82. The organization reported total revenue of $2.3M and total assets of $8.7M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Hualalai Ohana Foundation's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Hualalai Ohana Foundation is a mid-size nonprofit that has been operating for 24 years, with 13 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 7.1%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $2.1M |
| Total Expenses | $1.8M |
| Surplus / Deficit | +$317K |
| Total Assets | $7.7M |
| Total Liabilities | $222K |
| Net Assets | $7.5M |
| Operating Margin | 14.9% |
| Debt-to-Asset Ratio | 2.9% |
| Months of Reserves | 51.1 months |
Financial Health Grade: A
In 2023, Hualalai Ohana Foundation reported a surplus of $317K with revenue exceeding expenses, holds 51.1 months of operating reserves (strong position), has a debt-to-asset ratio of 2.9% (very low leverage).
Financial Trends
Over 13 years of filings (2011–2023), Hualalai Ohana Foundation's revenue has grown at a compound annual growth rate (CAGR) of 7.1%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | +66.9% | +24.2% | +18.8% |
| 2022 | -24.2% | +0.3% | -15.3% |
| 2021 | -22.9% | +2.0% | +15.2% |
| 2020 | +76.2% | +40.5% | +24.8% |
| 2019 | +30.5% | -1.1% | +21.1% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1200 |
| IRS Ruling Date | 2002 |
Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.
AI Analysis Pending
AI enrichment for Hualalai Ohana Foundation has not yet been completed. Basic IRS 990 data is shown below. Check back later for a full transparency report including a Mission Score, spending breakdown, executive compensation analysis, and red flags assessment.
Mission Effectiveness Score
NonprofitSpending's AI analysis rates Hualalai Ohana Foundation with a Mission Score of 0 out of 100 (Very Poor). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
- The organization reported a surplus of $317K, with revenue exceeding expenses.
- Debt-to-asset ratio: 2.9%.
Frequently Asked Questions about Hualalai Ohana Foundation
Is Hualalai Ohana Foundation a legitimate charity?
Based on AI analysis of IRS 990 filings, Hualalai Ohana Foundation (EIN: 810570716) insufficient data. 0 red flags identified, 0 strengths noted.
How does Hualalai Ohana Foundation spend its money?
Detailed spending breakdown data is not yet available for Hualalai Ohana Foundation. Check back for updated IRS 990 analysis.
Are donations to Hualalai Ohana Foundation tax-deductible?
Hualalai Ohana Foundation is registered as a tax-exempt nonprofit (EIN: 810570716). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
Where is Hualalai Ohana Foundation located?
Hualalai Ohana Foundation is headquartered in Kailua Kona, Hawaii and files with the IRS under EIN 810570716. It is classified under NTEE code B82.
How many years of IRS 990 filings does Hualalai Ohana Foundation have?
Hualalai Ohana Foundation has 13 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends. The most recent filing shows $2.3M in total revenue.
Filing History
IRS 990 filing history for Hualalai Ohana Foundation showing financial trends over 13 years of public records:
Over 13 years of IRS 990 filings (2011–2023), Hualalai Ohana Foundation's revenue has grown by 127.2%, moving from $933K to $2.1M. Total assets increased by 485.1% over the same period, from $1.3M to $7.7M. Total functional expenses rose by 123.3%, from $807K to $1.8M. In its most recent filing year (2023), Hualalai Ohana Foundation reported a surplus of $317K, with revenue exceeding expenses. The organization holds $222K in liabilities against $7.7M in assets (debt-to-asset ratio: 2.9%), resulting in net assets of $7.5M.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $2.1M | $1.8M | $7.7M | $222K | — | — |
| 2022 | $1.3M | $1.5M | $6.5M | $134K | — | View 990 |
| 2021 | $1.7M | $1.4M | $7.6M | $134K | — | View 990 |
| 2020 | $2.2M | $1.4M | $6.6M | $84K | — | — |
| 2019 | $1.2M | $1.0M | $5.3M | $86K | — | View 990 |
| 2018 | $945K | $1.0M | $4.4M | $51K | — | View 990 |
| 2017 | $1.3M | $1.0M | $4.9M | $140K | — | — |
| 2016 | $1.3M | $862K | $4.0M | $37K | — | View 990 |
| 2015 | $1.8M | $722K | $3.3M | $55K | — | View 990 |
| 2014 | $1.1M | $665K | $2.3M | $39K | — | View 990 |
| 2013 | $798K | $561K | $1.9M | $52K | — | View 990 |
| 2012 | $707K | $505K | $1.6M | $35K | — | View 990 |
| 2011 | $933K | $807K | $1.3M | $37K | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $2.1M, expenses of $1.8M, and assets of $7.7M (revenue +66.9% year-over-year).
- 2022: Revenue of $1.3M, expenses of $1.5M, and assets of $6.5M (revenue -24.2% year-over-year).
- 2021: Revenue of $1.7M, expenses of $1.4M, and assets of $7.6M (revenue -22.9% year-over-year).
- 2020: Revenue of $2.2M, expenses of $1.4M, and assets of $6.6M (revenue +76.2% year-over-year).
- 2019: Revenue of $1.2M, expenses of $1.0M, and assets of $5.3M (revenue +30.5% year-over-year).
- 2018: Revenue of $945K, expenses of $1.0M, and assets of $4.4M (revenue -29.0% year-over-year).
- 2017: Revenue of $1.3M, expenses of $1.0M, and assets of $4.9M (revenue +0.2% year-over-year).
- 2016: Revenue of $1.3M, expenses of $862K, and assets of $4.0M (revenue -24.3% year-over-year).
- 2015: Revenue of $1.8M, expenses of $722K, and assets of $3.3M (revenue +60.9% year-over-year).
- 2014: Revenue of $1.1M, expenses of $665K, and assets of $2.3M (revenue +36.8% year-over-year).
- 2013: Revenue of $798K, expenses of $561K, and assets of $1.9M (revenue +12.8% year-over-year).
- 2012: Revenue of $707K, expenses of $505K, and assets of $1.6M (revenue -24.2% year-over-year).
- 2011: Revenue of $933K, expenses of $807K, and assets of $1.3M.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Hualalai Ohana Foundation:
Data Sources and Methodology
This transparency report for Hualalai Ohana Foundation is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.
IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.
Disclaimer
AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.