Civic Intelligence

Maui United Way

EIN 99-0086524 • 501(c)3 • Wailuku, HI

Profile

To raise funds for various health and welfare agencies.

95 Mahalani Street Suite 24Wailuku, HI 96793

www.mauiunitedway.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

38th percentile

0.02x

Higher debt load relative to assets than 38% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

38th percentile

0.03x

Higher debt load relative to revenue than 38% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2022

Net Margin

24th percentile

-8.8%

Higher net margin than 24% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

9th percentile

-20%

Faster asset growth than 9% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

25th percentile

-7.2%

Faster revenue growth than 25% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets38th percentile

Assets

Up

$26,870,882

Up $24,407,521 (+991%) from 2023

Liabilities

Up

$160,535

Up $53,118 (+49%) from 2023

Net Assets

Up

$26,710,347

Up $24,354,403 (+1034%) from 2023

Operations
Liabilities / Revenue38th percentileNet Margin24th percentile

Revenue

Up

$35,799,837

Up $34,143,777 (+2062%) from 2023

Expenses

Up

$11,594,332

Up $9,767,827 (+535%) from 2023

Net Income

Up

$24,205,505

Up $24,375,950 (+14301%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth9th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$30M$20M$10M$0Assets 2010: $2,676,777Liabilities 2010: $277,865Net Assets 2010: $2,398,9122010Assets 2011: $2,668,255Liabilities 2011: $251,034Net Assets 2011: $2,417,2212011Assets 2012: $2,459,593Liabilities 2012: $224,325Net Assets 2012: $2,235,2682012Assets 2013: $2,411,710Liabilities 2013: $58,084Net Assets 2013: $2,353,6262013Assets 2014: $2,536,963Liabilities 2014: $1,977Net Assets 2014: $2,534,9862014Assets 2015: $2,275,881Liabilities 2015: $37,908Net Assets 2015: $2,237,9732015Assets 2016: $2,240,752Liabilities 2016: $6,897Net Assets 2016: $2,233,8552016Assets 2017: $2,396,583Liabilities 2017: $8,919Net Assets 2017: $2,387,6642017Assets 2018: $2,492,593Liabilities 2018: $15,832Net Assets 2018: $2,476,7612018Assets 2019: $2,458,515Liabilities 2019: $35,624Net Assets 2019: $2,422,8912019Assets 2020: $2,620,432Liabilities 2020: $93,674Net Assets 2020: $2,526,7582020Assets 2021: $3,068,655Liabilities 2021: $104,844Net Assets 2021: $2,963,8112021Assets 2022: $2,459,094Liabilities 2022: $52,292Net Assets 2022: $2,406,8022022Assets 2023: $2,463,361Liabilities 2023: $107,417Net Assets 2023: $2,355,9442023Assets 2024: $26,870,882Liabilities 2024: $160,535Net Assets 2024: $26,710,3472024

Highlighted filing

2024

Assets$26,870,882
Liabilities$160,535
Net Assets$26,710,347
Open 2024 Filing

Operations Trend

Revenue Growth25th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$40M$30M$20M$10M$0-$10MExpenses 2010: $1,010,3082010Expenses 2011: $1,146,4752011Expenses 2012: $1,023,8812012Revenue 2013: $1,153,547Expenses 2013: $1,237,249Net Income 2013: -$83,7022013Revenue 2014: $1,068,602Expenses 2014: $1,039,857Net Income 2014: $28,7452014Revenue 2015: $1,039,684Expenses 2015: $1,071,786Net Income 2015: -$32,1022015Revenue 2016: $952,902Expenses 2016: $909,352Net Income 2016: $43,5502016Revenue 2017: $978,248Expenses 2017: $930,316Net Income 2017: $47,9322017Revenue 2018: $1,097,205Expenses 2018: $1,061,462Net Income 2018: $35,7432018Revenue 2019: $968,967Expenses 2019: $1,099,841Net Income 2019: -$130,8742019Revenue 2020: $1,360,872Expenses 2020: $1,157,306Net Income 2020: $203,5662020Revenue 2021: $1,792,344Expenses 2021: $1,678,801Net Income 2021: $113,5432021Revenue 2022: $1,662,506Expenses 2022: $1,808,387Net Income 2022: -$145,8812022Revenue 2023: $1,656,060Expenses 2023: $1,826,505Net Income 2023: -$170,4452023Revenue 2024: $35,799,837Expenses 2024: $11,594,332Net Income 2024: $24,205,5052024

Highlighted filing

2024

Revenue$35,799,837
Expenses$11,594,332
Net Income$24,205,505
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$26,870,882
Liabilities
$160,535
Net assets
$26,710,347
Revenue
$35,799,837
Expenses
$11,594,332
Net income
$24,205,505
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$26.9$0.16$26.7$35.8$11.6$24.2
2023Detailed filing. Detailed filing data is available for this year.$2.46$0.11$2.36$1.66$1.83$0.17
2022Detailed filing. Detailed filing data is available for this year.$2.46$0.05$2.41$1.66$1.81$0.15
2021Detailed filing. Detailed filing data is available for this year.$3.07$0.10$2.96$1.79$1.68$0.11
2020Detailed filing. Detailed filing data is available for this year.$2.62$0.09$2.53$1.36$1.16$0.20
2019Detailed filing. Detailed filing data is available for this year.$2.46$0.04$2.42$0.97$1.10$0.13
2018Detailed filing. Detailed filing data is available for this year.$2.49$0.02$2.48$1.10$1.06$0.04
2017Detailed filing. Detailed filing data is available for this year.$2.40$0.01$2.39$0.98$0.93$0.05
2016Detailed filing. Detailed filing data is available for this year.$2.24$0.01$2.23$0.95$0.91$0.04
2015Detailed filing. Detailed filing data is available for this year.$2.28$0.04$2.24$1.04$1.07$0.03
2014Detailed filing. Detailed filing data is available for this year.$2.54$0.00$2.53$1.07$1.04$0.03
2013Summary only. Only limited summary data is available for this year.$2.41$0.06$2.35$1.15$1.24$0.08
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.46$0.22$2.24$1.02
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.67$0.25$2.42$1.15
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.68$0.28$2.40$1.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 7, 2025
Return Version
2023v6.0
Gross Receipts
$35,799,837
Mission and Program Overview

Mission

To raise funds for various health and welfare agencies.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,206,506$24,503,769▲ $22,297,263
Cash and Non-Interest-Bearing Accounts$159,610$1,620,113▲ $1,460,503
Savings and Temporary Cash Investments$19,956$730,828▲ $710,872
Prepaid Expenses and Deferred Charges$8,433$8,516▲ $83
Accounts Receivable-$4,750-
Pledges and Grants Receivable$68,856$2,906▼ $65,950
Total Assets$2,463,361$26,870,882▲ $24,407,521
Liabilities
Other Liabilities$90,864$84,733▼ $6,131
Accounts Payable and Accrued Expenses$16,553$75,802▲ $59,249
Total Liabilities$107,417$160,535▲ $53,118
Net Assets / Fund Balance
Net Assets With Donor Restrictions-$22,479,236-
Net Assets Without Donor Restrictions$2,355,944$4,231,111▲ $1,875,167
Total Net Assets Fund Balance$2,355,944$26,710,347▲ $24,354,403
Total Liabilities and Net Assets / Fund Balance$2,463,361$26,870,882▲ $24,407,521

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings-$55,985$55,985
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Nicholas WinfreyFormer CPOFT$54,679$1,440$56,119

Board Members and Trustees

NameTitle
Shanda VangasChairwoman
Simon PooleFormer Chair
Mark KlaschkaVice Chairma
Andrea DemetrasDirector
Chris SmithDirector
Jamie PeacockDirector
Jennifer TakayesuDirector
Lalaine ManlapaoDirector
Mark FornwallDirector
Mary AndersonDirector
Max NovenaDirector
Scott CrockfordDirector
U'ILANI TANIGAWA LUMDirector
Wendy MacahelegDirector
Scott RodriguezCPO
Jennifer SalisburySecretary
Sandy BazTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$34,695,994
Program Service Revenue
$226,481
Investment Income
$851,722
Other Revenue
$25,640
All Other Contributions
$34,057,941
Change in Net Assets
$24,205,505

Audited Revenue Reconciliation

Revenue per Audited Statements
$35,799,837
Total Revenue per Audited Statements
$35,799,837
Total Revenue per Form 990
$35,799,837
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$9,083,949
Other Expenses$1,944,326
Salaries, Compensation, and Employee Benefits$566,057
Total Fundraising Expense$110,734
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$7,901,930--$7,901,930
Grants to Domestic Orgs$1,182,019--$1,182,019
Fees for Services Accounting$98,444$275,644$19,689$393,777
Other Salaries and Wages$253,462$117,958$19,548$390,968
Fees for Services Other$153,312$70,760$11,793$235,865
Other Employee Benefits$56,093$25,889$4,315$86,297
Office Expenses$23,078$33,766$14,727$71,571
Travel$6,438$51,508$6,438$64,384
Current Officers, Directors, Trustees, and Key Employees$35,541$16,404$2,734$54,679
Occupancy$12,045$20,075$8,030$40,150
Payroll Taxes$22,173$10,234$1,706$34,113
Fees for Service Investment Mgmnt Fees-$32,462-$32,462
Conferences and Meetings$3,696$3,080$5,544$12,320
Advertising$10,750--$10,750
Other Expenses$2,086$5,164$1,391$5,164
All Other Expenses$3,776$775$194$4,745
Insurance$116$990$58$1,164
Total Functional Expenses$10,815,413$668,185$110,734$11,594,332

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$11,594,332
Total Expenses per Audited Statements$11,594,332
Total Expenses per Form 990$11,594,332
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Hawaii 3rsHonolulu, HI501c3Playground Project$178,000
KupuHonolulu, HI501c3Academic Support$99,687
Hawaii Land TrustHonolulu, HI501c3Land Preservation$99,683
Hale MahaoluKahului, HI501c3Program Support$27,718
Maui Youth and Family ServicesPaia, HI501c3Program Support$20,922
Habitat for Humanity MauiWailuku, HI501c3Disaster Relief$20,000
Hale MahaoluKahului, HI501c3Disaster Relief$20,000
Housing and Land Enterprise of MauiWailuku, HI501c3Disaster Relief$20,000
Lahaina Arts GuildLahaina, HI501c3Disaster Relief$20,000
Maui Family Support ServicesWailuku, HI501c3Disaster Relief$20,000
Na Keiki O EmaliaWailuku, HI501c3Disaster Relief$20,000
Parents and Children TogetherHonolulu, HI501c3Disaster Relief$20,000
Players Philanthropy FundTowson, MD501c3Disaster Relief$20,000
J Walter Cameron CenterWailuku, HI501c3Disaster Relief$19,300
Malama Family Recovery CenterPaia, HI501c3Program Support$18,163
Maui Adult Day Care CenterKahului, HI501c3Program Support$18,146
Pacific Birth CollectiveHaiku, HI501c3Disaster Relief$18,000
Aloha HousePaia, HI501c3Program Support$17,429
Women Helping WomenWailuku, HI501c3Program Support$16,952
Salvation ArmyKihei, HI501c3Program Support$16,933
Boys and Girls Clubs of MauiWailuku, HI501c3Program Support$16,762
Maui FarmMakawao, HI501c3Program Support$16,463
Child and Family ServicesKahului, HI501c3Program Support$16,196
Planned ParenthoodHonolulu, HI501c3Program Support$16,170
Big Brothersbig SistersWailuku, HI501c3Program Support$15,673
KupuHonolulu, HI501c3Program Support$15,254
Lahaina Arts GuildLahaina, HI501c3Program Support$14,981
Common Ground CollectiveHaiku, HI501c3Program Support$14,897
American National Red CrossWashington, DC501c3Program Support$14,829
Hana ArtsHana, HI501cProgram Support$14,068
Pacific Cancer FoundationWailuku, HI501c3Program Support$10,937
Alano Club of LahainaLahaina, HI501c3Disaster Relief$10,000
American National Red CrossWashington, DC501c3Disaster Relief$10,000
Arc of Maui CountyWailuku, HI501c3Disaster Relief$10,000
Big Brothers Big Sisters HawaiiHonolulu, HI501c3Disaster Relief$10,000
Cajun Relief FoundationLafayette, LA501c3Disaster Relief$10,000
Common Ground CollectiveHaiku, HI501c3Disaster Relief$10,000
FRIENDS OF THE CHILDREN'S JUSTICEWailuku, HI501c3Disaster Relief$10,000
Haiku Baldwin CenterMakawao, HI501c3Disaster Relief$10,000
Hawaii Pet NetworkPuunene, HI501c3Disaster Relief$10,000
Honolulu Ki SocietyHonolulu, HI501c3Disaster Relief$10,000
Hua Momona FoundationLahaina, HI501c3Disaster Relief$10,000
Hui No Ke Ola PonoWailuku, HI501c3Disaster Relief$10,000
Hui NoeauMakawao, HI501c3Disaster Relief$10,000
Ka Hale a Ke Ola Homeless ResourceWailuku, HI501c3Disaster Relief$10,000
Ka Lima O MauiWailuku, HI501c3Disaster Relief$10,000
Maui Economic OpportunityKahului, HI501c3Disaster Relief$10,000
Maui Preparatory AcademyLahaina, HI501c3Disaster Relief$10,000
Mental Health KokuaHonolulu, HI501c3Disaster Relief$10,000
Na Hoaloha MauiWailuku, HI501c3Disaster Relief$10,000
Pacific Whale FoundationWailuku, HI501c3Disaster Relief$10,000
Salvation ArmyKihei, HI501c3Disaster Relief$10,000
The Underdog FoundationKahului, HI501c3Disaster Relief$10,000
Vernon Patao MissionKahului, HI501c3Disaster Relief$10,000
Village of Hope MauiKihei, HI501c3Disaster Relief$10,000
Molokai Child Abuse PreventionKaunakakai, HI501c3Program Support$8,500
Na Hoaloha Volunteer CaregiversWailuku, HI501c3Program Support$8,144
Habitat for HumanityWailuku, HI501c3Program Support$7,216
Parents and Children TogetherHonolulu, HI501c3Program Support$5,025
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$25,640
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Annual Event$25,640$25,640-$25,640
Total Events$25,640$25,640-$25,640
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Fiscal Sponsorship Payable$79,310
Payroll Liabilities$3,353
Agency Dues$2,070
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“Organization's process to review form 990 time permitting, the return is reviewed by the finance committee for approval at which point the return is provided to the board of directors.”

Form 990, Page 6, Part VI, Line 12C

“Conflict of interest is monitored when new employees are hired and when new board members join the organization. The conflict of interest statement is signed by employees and board members on an annual basis.”

Form 990, Page 6, Part VI, Line 15A

“The executive committee of the board of directors conducts the salary review and determines the salary for key employees.”

Form 990, Page 6, Part VI, Line 15B

“The executive committee of the board of directors conducts the salary review and determines the salary for the key employee.”

Form 990, Page 6, Part VI, Line 19

“The organization's governing documents are available online and by request. Documents are contained in the public document binder in the office.”

Filing and Contact Details

Filer

Filer Name
Maui United Way
EIN
99-0086524
Phone
8082448787
Address
95 MAHALANI STREET SUITE 24, WAILUKU, HI 96793

Signing Officer

Name
Sandy Baz
Title
Treasurer
Phone
8082448787
Signed
2025-05-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Shanda Vangas
Formed
1944
Legal Domicile
Hi
Voting Board Members
16
Independent Board Members
16
Employees
10
Volunteers
1,100

Preparer

Firm
Barbara J Querry LLC
Address
411 HUKU LII PL STE 202, KIHEI, HI 96753
Preparer
Barbara J Querry CPA
Phone
8088568137
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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