2025-11-15T19:23:58-06:00 2024-12-31 393984182 ACCUITY ADVISORS LLC 999 BISHOP STREET SUITE 2300 HONOLULU HI 96813 990 2024-01-01 990073494 ALOHA UNITED WAY INC ALOH 8085361951 200 N VINEYARD 700 HONOLULU HI 968173938 MICHELLE BARTELL PRESIDENT & CEO 8085432202 2025-11-14 1 1 JOAN FUJITA P00235894 8085313400 2024 2025-03-06 01:10:19Z MICHELLE BARTELL 200 N VINEYARD BLVD 700 HON HI 96817 37396369 0 X WWW.AUW.ORG X 1938 HI AUW ADVANCES THE HEALTH, EDUCATION, & FINANCIAL STABILITY OF EVERY PERSON IN OUR COMMUNITY. 23 23 74 904 0 0 21500915 17527812 0 0 681980 749084 2282232 2578360 24465127 20855256 17296306 14352285 0 0 4743881 4957052 0 0 1533387 2309049 2045217 24349236 21354554 115891 -499298 23207018 23539068 4866294 5169821 18340724 18369247 X ALOHA UNITED WAY ADVANCES THE HEALTH, EDUCATION, AND FINANCIAL STABILITY OF EVERY PERSON IN OUR COMMUNITY BY BRINGING TOGETHER RESOURCES, ORGANIZATIONS, AND PEOPLE. 0 0 10088388 9189530 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. 5280189 5162755 CONTINUUM OF CARE:ALOHA UNITED WAY IS THE RECIPIENT OF VARIOUS CONTINUUM OF CARE ("COC") GRANTS FUNDED BY THE U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT ("HUD"). THE COC PROGRAM IS DESIGNED TO ASSIST OUR COMMUNITY'S HOMELESS POPULATION AND TO OPTIMIZE SELF-SUFFICIENCY. ALOHA UNITED WAY HAS BEEN AWARDED FOUR GRANTS UNDER HUD INCLUDING: PERMANENT SUPPORTIVE HOUSING, COC PLANNING ACTIVITIES, HOMELESS MANAGEMENT INFORMATION SYSTEM, AND THE COORDINATED ENTRY SYSTEM. 2088355 2071036 211 PROGRAM:211 IS A FREE, CONFIDENTIAL SERVICE OFFERED STATEWIDE FOR PEOPLE WHO NEED HELP. 211 PROVIDES INFORMATION ON A BROAD RANGE OF HEALTH AND HUMAN SERVICES FOR THE WHOLE COMMUNITY INCLUDING JOB PLACEMENT, CHILD CARE, SUBSTANCE USE DISORDER SUPPORT, AS WELL AS BASIC FOOD, SHELTER, CRISIS AND OTHER NEEDS. AUW 211 IS USED BY NUMEROUS GOVERNMENT AGENCIES TO CONNECT RESIDENTS TO SERVICE INFORMATION FOR CRISIS OR DISASTER RESPONSE. 211 IS ALSO THE NUMBER TO CALL WHEN PEOPLE WANT TO DONATE GOODS OR VOLUNTEER IN THE COMMUNITY. IN 2024, THE 211 PROGRAM RESPONDED TO MORE THAN 47,000 REQUESTS TO ITS STATEWIDE RESOURCE HELPLINE. 17456932 1 1 0 1 0 1 0 0 0 1 1 1 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 29 0 74 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 23 23 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 HI X X VICTORIA FISHER 8085361951 200 N VINEYARD BLVD STE 700 HONOLULU HI 96817 BRIAN BOWERS DIRECTOR/CHAIR 1.00 X X 0 0 0 SU SHIN DIRECTOR/VICE CHAIR 1.00 X X 0 0 0 GUY CHURCHILL DIRECTOR/TREASURER 1.00 X X 0 0 0 JIM ALBERTS DIRECTOR/SECRETARY 1.00 X X 0 0 0 BILL WEESHOFF DIRECTOR 1.00 X 0 0 0 CARRIE ANN TSUTSUI DIRECTOR 1.00 X 0 0 0 COLBERT SETO DIRECTOR 1.00 X 0 0 0 DANE TERUYA DIRECTOR 1.00 X 0 0 0 DANIEL ARITA DIRECTOR 1.00 X 0 0 0 DANIEL CHUN DIRECTOR 1.00 X 0 0 0 DOUG JOHNSTONE DIRECTOR 1.00 X 0 0 0 GLEN KANESHIGE DIRECTOR 1.00 X 0 0 0 GREG CARLSON DIRECTOR 1.00 X 0 0 0 JASON HAGIWARA DIRECTOR 1.00 X 0 0 0 JASON ITO DIRECTOR 1.00 X 0 0 0 JAY ANA DIRECTOR 1.00 X 0 0 0 KISAN JO DIRECTOR 1.00 X 0 0 0 KRISTI O'HERON DIRECTOR 1.00 X 0 0 0 MICHELLE KIRK DIRECTOR 1.00 X 0 0 0 MICHELLLE STOFLE DIRECTOR 1.00 X 0 0 0 PETER HIRANO DIRECTOR 1.00 X 0 0 0 RICK HOPFER DIRECTOR 1.00 X 0 0 0 ROWENA BUFFET TIMMS DIRECTOR 1.00 X 0 0 0 SHEILA-ANNE EBERT DIRECTOR 1.00 X 0 0 0 JOHN FINK PRESIDENT/CEO 40.00 X 251251 0 11949 SUZANNE SKJOLD COO 40.00 X 157977 0 5246 VICTORIA FISHER VP FINANCE & ACCOUNTING 40.00 X 126910 0 8560 EMMALY CALIBRARO VP RESOURCE DEVELOPMENT 40.00 X 159252 0 8820 695390 0 34575 4 0 1 0 HIEMPLOYMENT 745 FORT ST STE 124 HONOLULU HI 96813 TEMP STAFFING SERVICES 105896 1 249874 5248843 12029095 161346 17527812 744248 744248 1789836 1195842 593994 593994 593994 15215240 15210404 4836 4836 4836 48197 249874 134867 -86670 -86670 PROGRAM CONTRACT SERVICES 561499 2060659 2060659 10377 10377 2071036 20855256 2071036 0 1256408 14352285 14352285 729965 49087 563228 117650 3121973 1650117 871732 600124 81405 47999 19048 14358 703108 327699 228416 146993 320601 143419 118081 59101 5653 4966 687 83533 21990 61543 69408 69408 826420 449632 183605 193183 132605 34870 751 96984 264595 80522 41799 142274 166778 118763 40779 7236 18339 10101 5437 2801 109498 42499 32665 34334 171726 78747 66061 26918 73678 25121 25023 23534 12366 7502 2927 1937 EQUIPMENT RENTAL, MAINT 27394 8520 14459 4415 SUBSCRIPTIONS AND DUES 10668 7884 243 2541 72556 175 14064 58317 21354554 17456932 2364235 1533387 3279000 3643227 637457 301407 2488781 2622988 1834167 2135389 56491 126051 240755 13247795 10491601 2435863 2756194 7023401 7197681 3020300 3233968 2361998 1350968 23207018 23539068 1746041 1882774 2798194 2932662 289203 326303 32856 28082 4866294 5169821 X 8494267 8585212 9846457 9784035 18340724 18369247 23207018 23539068 X -499298 -168876 696697 X X 0 1 X 1 1 1 X 41028773 24138529 16743620 21197657 17527812 120636391 41028773 24138529 16743620 21197657 17527812 120636391 5512364 115124027 2350771 1887109 1950217 2271802 2534084 10993983 417458 1102786 1452270 1746707 2071036 6790257 138420631 0.83170 0.86040 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 305 1807 2112 17456932 17459044 1000000 250000 0 0 1000000 969619 1000000 1000000 3969619 5954429 6160 3308 1096 2112 12676 250000 242405 250000 250000 992405 1488608 3650 305 3955 1 108695 92500 403931 0 0 2164815 1392 54505 54505 2166207 2054427 110388 30411 30411 2164815 1954427 100000 30403 30403 2054427 1718407 236020 30402 30402 1954427 1718407 30487 30487 1718407 1.00000 1 0 191000 191000 12364150 9855500 2508650 692645 636101 56544 2756194 CASH 54704 C RESTRICTED CERTIFICATE OF DEPOSIT 1000000 C MUTUAL AND FIXED INCOME FUNDS 2179264 C 3233968 BENEFICIAL INTEREST IN TRUST 1138970 OTHER ASSETS 211998 1350968 ANNUITIES PAYABLE 28082 28082 X 17180937 -168876 638361 469485 16711452 4143804 4143804 20855256 17152414 134867 134867 17017547 4337007 4337007 21354554 PART X, LINE 2: ALOHA UNITED WAY EVALUATES UNCERTAIN TAX POSITIONS UTILIZING A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. AT DECEMBER 31, 2024 AND 2023, MANAGEMENT BELIEVES THERE WERE NO SIGNIFICANT UNCERTAIN TAX POSITIONS AND THERE WERE NO PENDING FEDERAL OR STATE INCOME TAX AUDITS. THE FEDERAL STATUTE OF LIMITATIONS REMAINS OPEN FOR ALOHA UNITED WAY FOR THE YEARS ENDED DECEMBER 31, 2021 THROUGH 2023. PART XI, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSE 134,867. BENEFICIAL INTEREST IN TRUST 503,494. PART XI, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATIONS 4,143,804. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSE 134,867. PART XII, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATIONS 4,337,007. PART I, LINE 1 ALOHA UNITED WAY IS REPORTING A QUASI-ENDOWED FUND. AS SUCH, THERE IS NO SPECIFIC DONOR TO ADVISE OF THE EXECUTIVE LEGAL CONTROL OVER THE ASSETS IN THE FUND. THE FUNDS HAVE BEEN EARMARKED BY THE BOARD OF DIRECTORS FOR USE FOR CHARITABLE PURPOSES. WOMEN UNITED C4 254050 226924 27126 1541 49936 800 65952 SYL GOLF 44021 22950 21071 10735 345 5558 298071 249874 48197 12276 50281 800 71510 134867 -86670 1 808 CLEANUPS PO BOX 240341 HONOLULU HI 96824 473528201 501(C) (3) 13511 0 GENERAL OPERATING GRANT ACCESSURF HAWAII INC PO BOX 15152 HONOLULU HI 96830 204420646 501(C) (3) 20045 0 GENERAL OPERATING GRANT ADULT FRIENDS FOR YOUTH 3375 KOAPAKA ST STE B290 HONOLULU HI 968191876 990254581 501(C) (3) 8949 0 GENERAL OPERATING GRANT AFTER-SCHOOL ALL-STARS HAWAII 1523 KALAKAUA AVENUE SUITE 202 HONOLULU HI 96826 274604870 501(C) (3) 14827 0 GENERAL OPERATING GRANT ALOHA HARVEST 3599 WAIALAE AVE 23 HONOLULU HI 968162759 990344209 501(C) (3) 41410 0 GENERAL OPERATING GRANT ALZHEIMER'S DISEASE AND RELATED DISORDERS ASSOCIATION INC 677 ALA MOANA BOULEVARD SUITE 301 HONOLULU HI 96813 133039601 501(C) (3) 78137 0 GENERAL OPERATING GRANT AMERICAN CANCER SOCIETY INC 2370 NUUANU AVENUE HONOLULU HI 96817 131788491 501(C) (3) 31699 0 GENERAL OPERATING 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501(C) (3) 317432 0 CONTINUUM OF CARE GRANT FEED THE HUNGER FUND 1050 BISHOP STREET 387 HONOLULU HI 96813 262975093 501(C) (3) 100955 0 GENERAL OPERATING GRANT FINLEY FORT FOUNDATION 600 QUEEN ST APT 2704 HONOLULU HI 96813 871292886 501(C) (3) 11875 0 GENERAL OPERATING GRANT FOUNDATION FOR MARYKNOLL SCHOOL 1526 ALEXANDER STREET HONOLULU HI 96822 990110569 501(C) (3) 10531 0 GENERAL OPERATING GRANT FRIENDLY ISLE UNITED FUND PO BOX 2047 KAUNAKAKAI HI 96748 237426312 501(C) (3) 7439 0 GENERAL OPERATING GRANT FRIENDS OF THE CHILDRENS JUSTICE CENTER OF OAHU 3019 PALI HWY HONOLULU HI 96817 273663109 501(C) (3) 6550 0 GENERAL OPERATING GRANT FRIENDS OF THE UNIVERSITY OF HAWAII CANCER CENTER PO BOX 61962 HONOLULU HI 96839 990207313 501(C) (3) 6347 0 GENERAL OPERATING GRANT FRIENDS OF WAIPAHU HIGH SCHOOL PO BOX 971363 WAIPAHU HI 96797 821691368 501(C) (3) 6000 0 GENERAL OPERATING GRANT FUR-ANGEL FOUNDATION 590 FARRINGON HWY KAPOLEI HI 96707 474033399 501(C) (3) 7775 0 GENERAL OPERATING GRANT 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GENERAL OPERATING GRANT HONOLULU MUSEUM OF ART 900 S BERETANIA ST HONOLULU HI 968141429 990079713 501(C) (3) 19796 0 GENERAL OPERATING GRANT HONOLULU THEATRE FOR YOUTH 1164 BISHOP STREET HONOLULU HI 96813 990107563 501(C) (3) 7808 0 GENERAL OPERATING GRANT HONOLULU ZOOLOGICAL SOCIETY 151 KAPAHULU AVE HONOLULU HI 968154011 237057714 501(C) (3) 12222 0 GENERAL OPERATING GRANT HONPA HONGWANJI MISSION OF HAWAII 1728 PALI HWY HONOLULU HI 96813 990073500 501(C) (3) 6115 0 GENERAL OPERATING GRANT HUA MOMONA FOUNDATION 246 KEOAWA ST LAHAINA HI 96761 871337204 501(C) (3) 20000 0 FISCAL-SPONSORED GRANT, WEINBERG HUGS (HELP UNDERSTANDING & GROUP SUPPORT) 3636 KILAUEA AVE HONOLULU HI 968162318 990213594 501(C) (3) 45849 0 GENERAL OPERATING GRANT HUI MALAMA I KE ALA ULILI PO BOX 6 PAAULIO HI 96776 371799081 501(C) (3) 500300 0 FISCAL-SPONSORED GRANT, WEINBERG IHS THE INSTITUTE FOR HUMAN SERVICES INC 546 KAAAHI ST HONOLULU HI 96817 990199107 501(C) (3) 1763000 0 CONTINUUM OF CARE GRANT INSTITUTE FOR 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