Aloha Wine Foundation

Nonprofit profile at a glance

EIN
861768590
IRS 990-EZ coverage
2021–2024
Forms available
Form 990-EZ 2024
Location
Honolulu, HI, USA
Rating
49
Verdict
MIXED
Rating confidence
Moderate
Sector
Food, Agriculture, and Nutrition N.E.C.

Reported finances

Revenue
$59,583
Expenses
$43,076
Assets
$78,012

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

Leadership & pay

6 people listed

Executive titles in this filing

  • Patrick Okubo (President and Director)
  • David Yoshida (Vice President Secretay Director)

People named in this filing

  • Patrick Okubo (President and Director)
  • David Yoshida (Vice President Secretay Director)
  • Sang Hyun Mun (Treasurer and Director)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

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

Overview

Mission

Aloha Wine Foundation seeks to provide hospitality professionals scholarship opportunities to grow within the food and beverage industry. "Coming together as one. To unite educate and inspire the Hawaii sommelier community."

What it reported doing in 2024

Aloha Wine Foundation was able to award hospitality professionals within the Hawaii community scholarshipopportunities for beverage examinations to further their professional goals.

Operating model

Revenue model
Donor-supported. 96% of the money available for current operations came from contributions and gifts.
Distribution model
Transfer-based 990-EZ. The 990-EZ reports grants or member benefits, but it does not separate enough spending to show the nonprofit’s full delivery mix.

The verdict

MIXED - The filed numbers largely add up and revenue comfortably covers expenses. A relatively small share of available resources goes toward mission work and program spending has declined or grown slowly.

Rating breakdown

  • Financial Efficiency: 5
  • Transparency & Controls: 100
  • Sustainability: 63
  • Growth: 60

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 8.2%; rating input score 8
  • Program expense ratio: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100

Sustainability

  • Operating margin: 27.7%; rating input score 80; 80th percentile among comparable filings
  • Total-asset coverage ratio: 1.81; rating input score 63; 63rd percentile among comparable filings
  • Liabilities to assets ratio: Limited
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: -150% per year; rating input score 0; 1st percentile among comparable filings
  • Revenue growth: 45.4% per year; rating input score 100; 96th percentile among comparable filings
  • Asset growth: 43.4% per year; rating input score 100; 95th percentile among comparable filings

Details

  • Where the money goes: 8.2% of revenue deployed
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment
  • Leadership: top reported pay $0 · 6 people listed
  • Consistency: 6 of 6 current checks pass
  • Schedules: 3 filed schedules
  • Filing history: 4 filing years from 2021 to 2024
  • Contacts: How to reach this organization
  • 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.

  • High — Financial Efficiency: Mission deployment rate scored 8/100.
  • High — Growth: Program expense growth scored 0/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.