HALE MAHAOLU LAHAINA SURF INC: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- HALE MAHAOLU LAHAINA SURF INC (EIN 99-0351981)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-15
- IRS object ID
- 202403209349327005
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-15T18:48:41-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 943108253 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NOVOGRADAC & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3780 KILROY AIRPORT WAY SUITE 330 | AddressLine1Txt |
| City | LONG BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90806 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 990351981 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HALE MAHAOLU LAHAINA SURF INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HALE | BusinessNameControlTxt |
| Phone | 8088724100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 HINA AVENUE | AddressLine1Txt |
| City | KAHULUI | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 96732 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | VALERIE M K MATSUNAGA | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 8088724100 | PhoneNum |
| Signature | 2024-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRENT PARKER | PreparerPersonNm |
| PTIN | P01298561 | PTIN |
| Phone | 5624329482 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | VALERIE M K MATSUNAGA | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 HINA AVENUE | AddressLine1Txt |
| City | KAHULUI | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 96732 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,050,673 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.HALEMAHAOLU.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1967 | FormationYr |
| Legal Domicile State | HI | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE VERY LOW, LOW, AND MODERATE INCOME FAMILIES AND/OR INDIVIDUALS, ON A NONPROFIT BASIS, RENTAL HOUSING AND RELATED FACILITIES AND SERVICES SPECIFICALLY DESIGNED TO MEET THEIR PHYSICAL, SOCIAL AND PSYCHOLOGICAL NEEDS AND TO CONTRIBUTE TO THEIR HEALTH, SECURITY, HAPPINESS AND USEFULNESS IN LONGER LIVING. | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,542,436 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $936,321 | CYProgramServiceRevenueAmt |
| PY Investment Income | $979 | PYInvestmentIncomeAmt |
| CY Investment Income | $100,379 | CYInvestmentIncomeAmt |
| PY Other Revenue | $16,789 | PYOtherRevenueAmt |
| CY Other Revenue | $13,973 | CYOtherRevenueAmt |
| PY Total Revenue | $1,560,204 | PYTotalRevenueAmt |
| CY Total Revenue | $1,050,673 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $365,780 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $318,030 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $678,888 | PYOtherExpensesAmt |
| CY Other Expenses | $542,453 | CYOtherExpensesAmt |
| PY Total Expenses | $1,044,668 | PYTotalExpensesAmt |
| CY Total Expenses | $860,483 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $515,536 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $190,190 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $5,008,669 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,131,337 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $153,332 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $85,810 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $4,855,337 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $5,045,527 | NetAssetsOrFundBalancesEOYAmt |
| Mission | SEE SCHEDULE O | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $738,761 | ExpenseAmt |
| Revenue | $936,321 | RevenueAmt |
| Desc | TO PROVIDE VERY LOW, LOW, AND MODERATE INCOME FAMILIES AND/OR INDIVIDUALS, ONA NONPROFIT BASIS, RENTAL HOUSING AND RELATED FACILITIES AND SERVICESSPECIFICALLY DESIGNED TO MEET THEIR PHYSICAL, SOCIAL AND PSYCHOLOGICALNEEDS. | Desc |
| Total Program Service Expenses | $738,761 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 4 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HALE MAHAOLU | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8088724100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 HINA AVENUE | AddressLine1Txt |
| City | KAHULUI | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 96732 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (18 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| GERALD HIYAKUMOTO | ||||||||
| DIRECTOR | 0.08 | 0.92 | Yes (X) | $0 | $0 | $0 | ||
| TERI HAMASAKI | ||||||||
| 2ND VICE PRESIDENT | 0.08 | 0.92 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| VALERIE MATSUNAGA | ||||||||
| TREASURER | 0.08 | 0.92 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| JOYCE TAMORI | ||||||||
| DIRECTOR | 0.08 | 0.92 | Yes (X) | $0 | $0 | $0 | ||
| TERVOR TOKISHI | ||||||||
| 1ST VICE PRESIDENT | 0.08 | 0.92 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| GARY WATANABE | ||||||||
| DIRECTOR | 0.08 | 0.92 | Yes (X) | $0 | $0 | $0 | ||
| TOM WELCH | ||||||||
| DIRECTOR | 0.08 | 0.92 | Yes (X) | $0 | $0 | $0 | ||
| ANDERS LYONS | ||||||||
| PRESIDENT | 0.08 | 0.92 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| JERRYBETH DEMELLO | ||||||||
| DIRECTOR | 0.08 | 0.92 | Yes (X) | $0 | $0 | $0 | ||
| AIMEE YATSUSHIRO | ||||||||
| DIRECTOR | 0.08 | 0.92 | Yes (X) | $0 | $0 | $0 | ||
| MANUEL SUGUITAN | ||||||||
| DIRECTOR | 0.08 | 0.92 | Yes (X) | $0 | $0 | $0 | ||
| DON FUJIMOTO | ||||||||
| SECRETARY | 0.08 | 0.92 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| WILLIAM KINAKA | ||||||||
| DIRECTOR | 0.08 | 0.92 | Yes (X) | $0 | $0 | $0 | ||
| ERIC CHANG | ||||||||
| DIRECTOR | 0.08 | 0.92 | Yes (X) | $0 | $0 | $0 | ||
| GRANT CHUN | ||||||||
| EXECUTIVE DIRECTOR | 3.33 | 36.67 | $0 | $262,193 | $68,471 | Yes (X) | ||
| KEHAULANI FEGAI | ||||||||
| HOUSING DIRECTOR | 3.33 | 36.67 | $0 | $103,761 | $0 | Yes (X) | ||
| CANDIS WILKINSON | ||||||||
| CONTROLLER | 3.33 | 36.67 | $0 | $119,264 | $0 | Yes (X) | ||
| PAIGE MAMUAD | ||||||||
| HR DIRECTOR | 3.33 | 36.67 | $0 | $122,898 | $0 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $608,116 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $68,471 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RENTAL INCOME | Desc |
| Business | 531110 | BusinessCd |
| Total Revenue Column | $936,321 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $936,321 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $936,321 | TotalProgramServiceRevenueAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $100,379 | TotalRevenueColumnAmt |
| Exclusion | $100,379 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| LAUNDRY & VENDING | 531110 | $13,728 | $13,728 |
| TENANT CHARGES | 531110 | $155 | $155 |
| MISC REVENUES | 531110 | $90 | $90 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $13,973 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,050,673 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $936,321 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $114,352 | ExclusionAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $239,136 | TotalAmt |
| Program Services | $239,136 | ProgramServicesAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,623 | TotalAmt |
| Program Services | $16,623 | ProgramServicesAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,510 | TotalAmt |
| Program Services | $40,510 | ProgramServicesAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,761 | TotalAmt |
| Program Services | $21,761 | ProgramServicesAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $121,722 | TotalAmt |
| Management And General | $121,722 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,156 | TotalAmt |
| Program Services | $33,156 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $269 | TotalAmt |
| Program Services | $269 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,564 | TotalAmt |
| Program Services | $20,564 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $125,133 | TotalAmt |
| Program Services | $125,133 | ProgramServicesAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,912 | TotalAmt |
| Program Services | $1,912 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,656 | TotalAmt |
| Program Services | $52,656 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,407 | TotalAmt |
| Program Services | $41,407 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| BAD DEBTS | $77,438 | $77,438 |
| MAINTENANCE SUPPLIES | $31,090 | $31,090 |
| CONTRACT SERVICES | $24,915 | $24,915 |
| REPAIR CONTRACT | $9,148 | $9,148 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,043 | TotalAmt |
| Program Services | $3,043 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $860,483 | TotalAmt |
| Program Services | $738,761 | ProgramServicesAmt |
| Management And General | $121,722 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $759,019 | BOYAmt |
| EOY | $206,927 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,902 | BOYAmt |
| EOY | $9,039 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $116,666 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $431,200 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $0 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,654,135 | BOYAmt |
| EOY | $431,200 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,437,947 | BOYAmt |
| EOY | $4,484,171 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,008,669 | BOYAmt |
| EOY | $5,131,337 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $69,719 | BOYAmt |
| EOY | $22,177 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,897 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $78,716 | BOYAmt |
| EOY | $63,633 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $153,332 | BOYAmt |
| EOY | $85,810 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,855,337 | BOYAmt |
| EOY | $5,045,527 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,855,337 | BOYAmt |
| EOY | $5,045,527 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,008,669 | BOYAmt |
| EOY | $5,131,337 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $190,190 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,365,677 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,496,884 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,496,853 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,542,436 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $936,321 | CurrentTaxYearAmt |
| Total | $6,838,171 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $14,444 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $16,051 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,257 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14,262 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $13,728 | CurrentTaxYearAmt |
| Total | $73,742 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,380,121 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,512,935 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,512,110 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,556,698 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $950,049 | CurrentTaxYearAmt |
| Total | $6,911,913 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $6,911,913 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,454 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,862 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $884 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $979 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $100,379 | CurrentTaxYearAmt |
| Total | $108,558 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,454 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,862 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $884 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $979 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $100,379 | CurrentTaxYearAmt |
| Total | $108,558 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,309 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $263,228 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $110,057 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,527 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $245 | CurrentTaxYearAmt |
| Total | $386,366 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,394,884 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,778,025 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,623,051 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,560,204 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,050,673 | CurrentTaxYearAmt |
| Total | $7,406,837 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.93320 | PublicSupportCY509Pct |
| Public Support PY509 | 0.94670 | PublicSupportPY509Pct |
| Investment Income CY | 0.01470 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00140 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART III, LINE 12 - OTHER INCOME DETAIL | FormAndLineReferenceDesc |
| Explanation | TENANT CHARGES $155 MISC REVENUE $90 | ExplanationTxt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $431,200 | OtherCostOrOtherBasisAmt |
| Book Value | $431,200 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $431,200 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (5 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| RESERVE FOR REPLACEMENTS | $3,192,327 |
| TENANT SECURITY DEPOSITS | $65,150 |
| ESCROW DEPOSITS | $26,415 |
| PAYROLL DEPOSIT | $30,000 |
| A/R INSURANCE PROCEEDS | $1,170,279 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $4,484,171 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TENANT SECURITY DEPOSITS | Desc |
| Amt | $63,633 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $63,633 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $1,050,673 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,050,673 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $1,050,673 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $860,483 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $860,483 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $860,483 | TotalExpensesPerForm990Amt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GRANT CHUN | PersonNm |
| Title | EXECUTIVE DIRECTOR | TitleTxt |
| Base Compensation Filing Org | $0 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $262,193 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $0 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $0 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $68,471 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $0 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $330,664 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 3 | MANAGEMENT DELEGATED THE ORGANIZATION CONTRACTS WITH HALE MAHAOLU AS THE MANAGING AGENT FOR THE HOUSING PROJECT. THE ORGANIZATION AND HALE MAHAOLU SHARE THE SAME BOARD DIRECTORS. |
| FORM 990, PART VI, SECTION B, LINE 11B | ORGANIZATION'S PROCESS TO REVIEW FORM 990 FORM 990 WILL BE PROVIDED TO THE BOARD OF DIRECTORS FOR REVIEW PRIOR TO FILING. FORM 990 WILL BE FILED ONCE APPROVED BY THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION B, LINE 12C | ENFORCEMENT OF CONFLICTS POLICY THE ORGANIZATION REGULARLY EVALUATES WHETHER ANY CONFLICTS OF INTERESTS EXIST. CONFLICT OF INTEREST MONITORING IS ALSO A REQUIREMENT OF SEVERAL GOVERNMENT AGENCIES PROVIDING FUNDING TO VARIOUS PROGRAMS. IF A CONFLICT ARISES, THE EXECUTIVE DIRECTOR AND THE BOARD OF DIRECTORS WILL EVALUATE THE SITUATION FOR FURTHER CONSIDERATION. |
| FORM 990, PART VI, SECTION B, LINE 15A | COMPENSATION PROCESS FOR TOP OFFICIAL THE COMPENSATION COMMITTEE REVIEWS THE EXECUTIVE DIRECTOR'S COMPENSATION ANNUALLY. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS DISCLOSURE EXPLANATION THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (14 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| HALE MAHAOLU | ||||||||||
| 200 HINA AVENUE | KAHULUI | HI | 96732 | 990143109 | HOUSING | HI | 501C | 10 | N/A | 0 |
| HALE MAHAOLU AKAHI INC | ||||||||||
| 200 HINA AVENUE | KAHULUI | HI | 96732 | 990351979 | HOUSING | HI | 501C | 10 | N/A | 0 |
| HALE MAHAOLU EKOLU INC | ||||||||||
| 200 HINA AVENUE | KAHULUI | HI | 96732 | 990266121 | HOUSING | HI | 501C | 10 | N/A | 0 |
| HALE MAHAOLU EHA INC | ||||||||||
| 200 HINA AVENUE | KAHULUI | HI | 96732 | 990302883 | HOUSING | HI | 501C | 10 | N/A | 0 |
| HALE MAHAOLU ELIMA INC | ||||||||||
| 200 HINA AVENUE | KAHULUI | HI | 96732 | 990312168 | HOUSING | HI | 501C | 10 | N/A | 0 |
| HALE MAHAOLU HOME PUMEHANA II INC | ||||||||||
| 200 HINA AVENUE | KAHULUI | HI | 96732 | 990330585 | HOUSING | HI | 501C | 10 | N/A | 0 |
| HALE MAHAOLU EHIKU INC | ||||||||||
| 200 HINA AVENUE | KAHULUI | HI | 96732 | 990330582 | HOUSING | HI | 501C | 10 | N/A | 0 |
| HALE MAHAOLU EHIKU II INC | ||||||||||
| 200 HINA AVENUE | KAHULUI | HI | 96732 | 020675730 | HOUSING | HI | 501C | 10 | N/A | 0 |
| HALE MAHAOLU EONO (5) INC | ||||||||||
| 200 HINA AVENUE | KAHULUI | HI | 96732 | 990351982 | HOUSING | HI | 501C | 10 | N/A | 0 |
| HALE MAHAOLU EONO INC | ||||||||||
| 200 HINA AVENUE | KAHULUI | HI | 96732 | 990330583 | HOUSING | HI | 501C | 10 | N/A | 0 |
| HALE MAHAOLU EWALU INC | ||||||||||
| 200 HINA AVENUE | KAHULUI | HI | 96732 | 463161865 | HOUSING | HI | 501C | 10 | N/A | 0 |
| HALE MAHAOLU EWALU II INC | ||||||||||
| 200 HINA AVENUE | KAHULUI | HI | 96732 | 463215790 | HOUSING | HI | 501C | 10 | N/A | 0 |
| TRI-ISLE PERSONAL CARE INC | ||||||||||
| 200 HINA AVENUE | KAHULUI | HI | 96732 | 134341854 | PERSONAL CARE | HI | 501C | 10 | N/A | 0 |
| HALE MAHAOLU HOME PUMEHANA I INC | ||||||||||
| 200 HINA AVENUE | KAHULUI | HI | 96732 | 813504058 | HOUSING | HI | 501C | 10 | N/A | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |