Aloha United Way Inc

Nonprofit profile at a glance

EIN
990073494
IRS 990 coverage
2012–2024
Forms available
Form 990 2024, Form 990-T 2024
Location
Honolulu, HI, USA
Phone
8085361951
Rating
78
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Federated Giving Programs

Official website

Reported finances

Revenue
$20,855,256
Expenses
$21,354,554
Assets
$23,539,068
Liabilities
$5,169,821

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

28 people listed

Executive titles in this filing

  • JOHN FINK (PRESIDENT/CEO)

Highest reported compensation

  • JOHN FINK (PRESIDENT/CEO): $263,200 total reported compensation
  • EMMALY CALIBRARO (VP RESOURCE DEVELOPMENT): $168,072 total reported compensation
  • SUZANNE SKJOLD (COO): $163,223 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Aloha united way advances the health, education, and financial stability of every person in our community by bringing together resources, organizations, and people.

What it reported doing in 2024

Community support: we address the greatest needs of our community, offer hope, and provide opportunities to improve the quality of life for families in Hawaii. Through community-wide fundraising, we help amplify the power of each gift to make a difference. Aloha united way (auw) has long supported disaster, crisis, food, shelter and emergency support services through the safety net fund, and established the alice (asset limited income constrained employed) fund to tackle the issues that cause financial instability for individuals and families. The alice reports also provide data that are increasingly informing government policy and business response to address financial stability and housing. Through transformative initiatives that bring together people, resources and sustainable solutions, the alice initiative strives to enhance financial stability to make our community stronger and more resilient. Auw supported over 500 independent nonprofit agencies, supporting health and human service services across the state.

Operating model

Revenue model
Mixed. Its operating money came from several sources; no one source provided a clear majority.
Distribution model
Grant intermediary. The nonprofit sent 82% of its reported program spending out as grants.
  • Includes noncash contributions: Reported contributions include donated property or goods.

The verdict

SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. Fundraising costs are high for each dollar raised and expenses are high relative to revenue.

Rating breakdown

  • Financial Efficiency: 79
  • Transparency & Controls: 73
  • Accountability: 95
  • Sustainability: 36
  • Growth: 80

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 84.3%; rating input score 84
  • Program expense ratio: 81.7%; rating input score 82
  • Fundraising efficiency: $11.43 raised per $1 spent on fundraising; rating input score 42; 42nd percentile among comparable filings

Transparency & Controls

  • Consistency checks: 94.7%; rating input score 95; 24th percentile among comparable filings
  • Pay-setting controls: 1 of 6 controls in place; rating input score 17
    • Compensation committee: Missing
    • Independent consultant: Missing
    • Other Form 990s reviewed: Missing
    • Written employment contract: Missing
    • Compensation survey or study: Missing
    • Board or committee approval: Pass
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 97.4%; rating input score 97; 28th percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 66th percentile among comparable filings
  • Governance controls: 8 of 9 controls in place; rating input score 89
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Pass
    • Other executive compensation review process: Fail
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: -2.4%; rating input score 22; 22nd percentile among comparable filings
  • Total-asset coverage ratio: 1.1; rating input score 39; 39th percentile among comparable filings
  • Liabilities to assets ratio: 0.22; rating input score 56; 56th percentile among comparable filings
  • Officer compensation ratio: 3.4%; rating input score 65; 65th percentile among comparable filings

Growth

  • Program expense growth: 4.6% per year; rating input score 100; 38th percentile among comparable filings
  • Revenue growth: 5.4% per year; rating input score 100; 47th percentile among comparable filings
  • Asset growth: -0.7% per year; rating input score 0; 8th percentile among comparable filings

Details

  • Where the money goes: 84.3% of revenue deployed · 81.7% of spending went to programs
  • Governance: 23 of 23 board members independent · 8 of 9 filing controls reported
  • Programs: 3 filed program accomplishments · $17.5M in reported program spending
  • Leadership: top reported pay $263K · 28 people listed · 1 of 6 pay-setting controls reported
  • Highest-paid contractors: 1 contractor listed · $106K reported
  • Consistency: 39 of 40 current checks pass · 1 finding to review
  • Schedules: 9 filed schedules · includes major donors, grants, and executive pay
  • Filing history: 12 filing years from 2012 to 2024
  • Contacts: How to reach this organization
  • Money network: 179 filed money-flow records
  • Related organizations: 175 filed related-organization links
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Moderate — Financial Efficiency: Fundraising efficiency scored 42/100.
  • High — Sustainability: Operating margin scored 22/100.
  • High — Growth: Asset growth scored 0/100.
  • Review — Accountability: Governance controls: Other executive compensation review process not reported.
  • Moderate — Sustainability: Total-asset coverage ratio scored 39/100.
  • Review — Transparency & Controls: Domestic grant itemization did not reconcile in the filed values.
  • Review — Sustainability: Liabilities to assets ratio scored 56/100.