2022-11-15T18:59:23-06:00 2021-12-31 943108253 NOVOGRADAC & COMPANY LLP 211 E OCEAN BLVD 6TH FLOOR LONG BEACH CA 90802 990 2021-01-01 990351981 HALE MAHAOLU LAHAINA SURF INC HALE 8088724100 200 HINA AVENUE KAHULUI HI 96732 VALERIE M K MATSUNAGA TREASURER 8088724100 2022-11-15 1 VALERIE K MATSUNAGA 999009999 BRENT PARKER P01298561 5624329482 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z VALERIE M K MATSUNAGA 200 HINA AVENUE KAHULUI HI 96732 1623051 0 X WWW.HALEMAHAOLU.ORG X 1967 HI 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. 15 15 0 0 0 0 0 0 1496884 1496853 1862 884 279279 125314 1778025 1623051 0 0 0 0 482494 492286 0 0 0 715796 730726 1198290 1223012 579735 400039 4100908 4548534 161146 208733 3939762 4339801 SEE SCHEDULE O 0 0 1028607 1496853 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. 1028607 1 0 0 0 0 0 0 0 0 0 1 0 0 1 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 4 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X X HALE MAHAOLU 8088724100 200 HINA AVENUE KAHULUI HI 96732 GERALD HIYAKUMOTO DIRECTOR 0.08 0.92 X 0 0 0 BERNICE LU PRESIDENT 0.08 0.92 X X 0 0 0 TERI HAMASAKI DIRECTOR 0.08 0.92 X 0 0 0 VALERIE MATSUNAGA TREASURER 0.08 0.92 X X 0 0 0 PATRICIA TOMITA SECRETARY 0.08 0.92 X X 0 0 0 TERVOR TOKISHI 2ND VICE PRESIDENT 0.08 0.92 X X 0 0 0 GARY WATANABE DIRECTOR 0.08 0.92 X 0 0 0 TOM WELCH DIRECTOR 0.08 0.92 X 0 0 0 ANDERS LYONS 1ST VICE PRESIDENT 0.08 0.92 X X 0 0 0 JERRYBETH DEMELLO DIRECTOR 0.08 0.92 X 0 0 0 LYDIA FUROMOTO DIRECTOR 0.08 0.92 X 0 0 0 MANUEL SUGUITAN DIRECTOR 0.08 0.92 X 0 0 0 DON FUJIMOTO DIRECTOR 0.08 0.92 X 0 0 0 WILLIAM KINAKA DIRECTOR 0.08 0.92 X 0 0 0 ERIC CHANG DIRECTOR 0.08 0.92 X 0 0 0 GRANT CHUN EXECUTIVE DIRECTOR 3.33 36.67 X 0 247130 45992 BRANDON HIGASHI HOUSING DIRECTOR 3.33 36.67 X 0 117665 0 CANDIS WILKINSON CONTROLLER 3.33 36.67 X 0 135531 0 PAIGE MAMUAD HR DIRECTOR 3.33 36.67 X 0 126191 0 0 626517 45992 0 0 1 0 0 RENTAL INCOME 531110 1496853 1496853 1496853 884 884 MISC REVENUES 531110 108601 108601 LAUNDRY & VENDING 531110 15257 15257 TENANT CHARGES 531110 1456 1456 125314 1623051 1496853 0 126198 373666 373666 22027 22027 65915 65915 30678 30678 194405 194405 9453 9453 35928 35928 393 393 26605 26605 160701 160701 696 696 986 986 86159 86159 38154 38154 MAINTENANCE SUPPLIES 103135 103135 CONTRACT SERVICES 41900 41900 BAD DEBTS 13059 13059 REPAIR CONTRACT 12778 12778 6374 6374 1223012 1028607 194405 0 402938 535225 17762 12694 34871 86585 4776114 3058255 1700341 1717859 1944996 2196171 4100908 4548534 89069 63297 0 66804 72077 78632 161146 208733 X 3939762 4339801 3939762 4339801 4100908 4548534 400039 0 X 0 1 X 1 0 X 185384 185384 1210703 1244042 1365677 1496884 1496853 6814159 33680 17099 14444 16051 15257 96531 1429767 1261141 1380121 1512935 1512110 7096074 0 0 0 7096074 605 2736 4454 1862 884 10541 605 2736 4454 1862 884 10541 4485 9932 10309 263228 110057 398011 1434857 1273809 1394884 1778025 1623051 7504626 0.94560 0.95700 0.00140 0.00140 X PART III, LINE 12 - OTHER INCOME DETAIL TENANT CHARGES $1,456 MISC REVENUE $108,601 431200 431200 4175667 2943461 1232206 169247 114794 54453 1717859 RESERVE FOR REPLACEMENTS 2050969 TENANT SECURITY DEPOSITS 78588 ESCROW DEPOSITS 36614 PAYROLL DEPOSIT 30000 2196171 TENANT SECURITY DEPOSITS 78632 78632 1623051 0 1623051 0 1623051 1223012 0 1223012 0 1223012 X X X 0 0 0 0 0 0 0 0 0 GRANT CHUN EXECUTIVE DIRECTOR 0 247130 0 0 0 0 0 0 0 45992 0 293122 0 0 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. 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 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 0