HAWAII HEALTH CONNECTOR: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- HAWAII HEALTH CONNECTOR (EIN 45-3084351)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-05-08
- IRS object ID
- 201421289349300202
- Schema version
- 2012v2.1
- 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) |
|---|---|---|
| Timestamp | 2014-05-08T00:48:27-05:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 261659234 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CW ASSOCIATES CPAS | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 BISHOP STREET SUITE 1040 | AddressLine1 |
| City | HONOLULU | City |
| State | HI | State |
| ZIP Code | 96813 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 453084351 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HAWAII HEALTH CONNECTOR | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | HAWA | NameControl |
| Phone | 8083124400 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 MERCHANT STREET NO 1810 | AddressLine1 |
| City | HONOLULU | City |
| State | HI | State |
| ZIP Code | 96813 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | TOM MATSUDA | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 8083124400 | Phone |
| Date Signed | 2014-05-07 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARK A HAYES | Name |
| PTIN | P00085205 | PTIN |
| Phone | 8085311040 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | TOM MATSUDA | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 MERCHANT STREET NO 1810 | AddressLine1 |
| City | HONOLULU | City |
| State | HI | State |
| ZIP Code | 96813 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 34283557 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.HAWAIIHEALTHCONNECTOR.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 2011 | YearFormation |
| State Legal Domicile | HI | StateLegalDomicile |
| Activity Or Mission Description | SEE SCHEDULE O | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 15 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 15 | NbrIndependentVotingMembers |
| Total Nbr Employees | 20 | TotalNbrEmployees |
| Total Nbr Volunteers | 15 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 1483633 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 34281554 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 0 | InvestmentIncomePriorYear |
| Investment Income Current Year | 0 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 2003 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 1483633 | TotalRevenuePriorYear |
| Total Revenue Current Year | 34283557 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 226274 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 2646314 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 1176700 | OtherExpensePriorYear |
| Other Expenses Current Year | 12292274 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 1402974 | TotalExpensesPriorYear |
| Total Expenses Current Year | 14938588 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 80659 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 19344969 | RevenuesLessExpensesCY |
| Total Assets BOY | 1046160 | TotalAssetsBOY |
| Total Assets EOY | 37730126 | TotalAssetsEOY |
| Total Liabilities BOY | 965501 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 18304498 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 80659 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 19425628 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | TO HELP THE PEOPLE OF HAWAII LIVE HAPPIER & HEALTHIER LIVES BY MAKING QUALITY HEALTH INSURANCE ACCESSIBLE TO ALL, MAKING THE ACQUISITION OF HEALTH INSURANCE AFFORDABLE AND SIMPLER, AND BY IMPROVING THE INTEGRATION BETWEEN PUBLIC AND PRIVATE HEALTH INSURANCE PLANS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 11017896 | Expense |
| Revenue | 2003 | Revenue |
| Description | DURING THE FISCAL YEAR ENDED JUNE 30, 2013, THE CONNECTOR EXPENDED APPROXIMATELY $30 MILLION DOLLARS OF PROGRAM FUNDING FOR $19 MILLION OF LONG TERM ASSETS AND $11 MILLION OF PROGRAM EXPENSES IN ORDER TO DESIGN, DEVELOP AND BEGIN IMPLEMENTATION OF A HEALTH INSURANCE EXCHANGE (HIX) FOR HAWAII. THESE EXPENDITURES INCLUDE COSTS FOR INFORMATION TECHNOLOGY DEVELOPMENT, PURCHASE OF LICENSING RIGHTS, PROJECT MANAGEMENT, AND PERSONNEL AND ADMINISTRATIVE COSTS ASSOCIATED WITH THE DEVELOPMENT OF THE INFRASTRUCTURE FOR THE OPERATING COMPANY. THE CONNECTOR'S HIX BEGAN OPERATIONS IN OCTOBER 2013. THE CONNECTOR PLANS TO LEVERAGE THE INTEGRATED ELIGIBILITY SYSTEM THAT DHS IS BUILDING, WHICH WILL DETERMINE ELIGIBILITY FOR ALL INSURANCE AFFORDABILITY PROGRAMS. THIS APPROACH WILL CONSOLIDATE HEALTH INSURANCE SELECTION AND BE SUPPORTED BY EFFECTIVE COMMUNICATION AND REPORTING ACROSS THE CONNECTOR AND DHS.THROUGH THIS ONE-STOP WEB PORTAL, CONSUMERS MAY SUBMIT A SINGLE QUERY AND LEARN IF THEIR INCOME POTENTIALLY QUALIFIES THEM FOR MEDICAID OR WHETHER THEY ARE ELIGIBLE FOR PREMIUM SUBSIDIES TO PURCHASE HEALTH INSURANCE, AND BE GUIDED THROUGH A MARKETPLACE TO CHOOSE A HEALTH PLAN. | Description |
| Total Program Service Expense | 11017896 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Info In Schedule O Part V | X | InfoInScheduleOPartV |
| Number Forms Transmitted With1096 | 13 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 20 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 15 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 15 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 1 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DIANE REICH CFO | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 8083124418 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 MERCHANT STREET NO 1810 | AddressLine1 |
| City | HONOLULU | City |
| State | HI | State |
| ZIP Code | 96813 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (23 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| HARDY SPOEHR | ||||||
| CHAIR | 4.00 | X | X | 0 | 0 | 0 |
| SHERRY MENOR-MCNAMARA | ||||||
| VICE CHAIR | 4.00 | X | X | 0 | 0 | 0 |
| CLIFFORD ALAKAI | ||||||
| TREASURER & DIRECTOR | 4.00 | X | X | 0 | 0 | 0 |
| GWEN K RULONA | ||||||
| SECRETARY | 4.00 | X | X | 0 | 0 | 0 |
| CLEMENTINA CERIA-ULEP | ||||||
| DIRECTOR | 4.00 | X | 0 | 0 | 0 | |
| JOAN DANIELEY | ||||||
| DIRECTOR | 4.00 | X | 0 | 0 | 0 | |
| JENNIFER DIESMAN | ||||||
| DIRECTOR | 4.00 | X | 0 | 0 | 0 | |
| LORETTA FUDDY | ||||||
| DIRECTOR | 4.00 | X | 0 | 0 | 0 | |
| MICHAEL GLEASON | ||||||
| DIRECTOR | 4.00 | X | 0 | 0 | 0 | |
| ROBERT HIROKAWA | ||||||
| DIRECTOR | 4.00 | X | 0 | 0 | 0 | |
| FAYE KURREN | ||||||
| DIRECTOR | 4.00 | X | 0 | 0 | 0 | |
| KEALI'I LOPEZ | ||||||
| DIRECTOR | 4.00 | X | 0 | 0 | 0 | |
| PATRICIA MCMANAMAN | ||||||
| DIRECTOR | 4.00 | X | 0 | 0 | 0 | |
| CHRISTINE MAI'I SAKUDA | ||||||
| DIRECTOR | 4.00 | X | 0 | 0 | 0 | |
| DWIGHT TAKAMINE | ||||||
| DIRECTOR | 4.00 | X | 0 | 0 | 0 | |
| BETH GEISTING | ||||||
| FORMER DIRECTOR | 4.00 | X | 0 | 0 | 0 | |
| CORAL T ANDREWS | ||||||
| EXECUTIVE DIRECTOR | 40.00 | X | 153808 | 0 | 0 | |
| JAMES S DIXON | ||||||
| CHIEF LEGAL OFFICER | 40.00 | X | 18460 | 0 | 0 | |
| KEVIN RANDALL HAUSE | ||||||
| CHIEF OPERATING OFFICER | 40.00 | X | 92419 | 0 | 0 | |
| RICHARD R BUDAR | ||||||
| CHIEF MARKETING OFFICER | 40.00 | X | 0 | 0 | 0 | |
| JENNIFER L SCHEMBER-LANG | ||||||
| STRATEGIC DEVELOPMENT OFFICER | 40.00 | X | 0 | 0 | 0 | |
| DIANE REICH | ||||||
| CHIEF FINANCIAL OFFICER | 40.00 | X | 0 | 0 | 0 | |
| RESTITUTO J CRUZ | ||||||
| FORMER FISCAL SERVICES/ACCOUNTING DIRECTOR | 40.00 | X | 61275 | 0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 325962 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (4 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| GOODSILL ANDERSON QUINN & STIFEL | |||||
| FIRST HAWAIIAN CENTER SUITE 600 | HONOLULU | HI | 96813 | LEGAL SERVICES | 1050548 |
| PUBLIC CONSULTING GROUP | |||||
| PO BOX 845308 | BOSTON | MA | 022845308 | IT PROJECT MANAGEMENT SERVICES | 361984 |
| GREENBERG TRAURIG | |||||
| 2101 L ST NW SUITE 1000 | WASHINGTON | DC | 20037 | LEGAL SERVICES | 204723 |
| JULIE MAULDIN | |||||
| 360 H ST NE APT 626 | WASHINGTON | DC | 20002 | IT SERVICES | 141600 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 4 | NumberOfContractorsGT100K |
| Government Grants | 34281554 | GovernmentGrants |
| Total Contributions | 34281554 | TotalContributions |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER REVENUE | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 2003 | TotalRevenueColumn |
| Related Or Exempt Function Income | 2003 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 2003 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 34283557 | TotalRevenueColumn |
| Related Or Exempt Function Income | 2003 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 575682 | Total |
| Program Services | 285467 | ProgramServices |
| Management And General | 290215 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1639141 | Total |
| Program Services | 1247247 | ProgramServices |
| Management And General | 391894 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 273147 | Total |
| Program Services | 187879 | ProgramServices |
| Management And General | 85268 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 158344 | Total |
| Program Services | 106685 | ProgramServices |
| Management And General | 51659 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2196737 | Total |
| Management And General | 2196737 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 172565 | Total |
| Management And General | 172565 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 587932 | Total |
| Management And General | 587932 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 40151 | Total |
| Program Services | 28106 | ProgramServices |
| Management And General | 12045 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7646060 | Total |
| Program Services | 7646060 | ProgramServices |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 208887 | Total |
| Program Services | 141332 | ProgramServices |
| Management And General | 67555 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 165835 | Total |
| Program Services | 165835 | ProgramServices |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 28103 | Total |
| Program Services | 28103 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 63444 | Total |
| Program Services | 44411 | ProgramServices |
| Management And General | 19033 | ManagementAndGeneral |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| PUBLIC RELATIONS/OUTREA | 1029936 | 1029936 | |
| SUPPLIES/MAINT/REPAIRS | 92446 | 64712 | 27734 |
| OTHER EXPENSES | 60178 | 42123 | 18055 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14938588 | Total |
| Program Services | 11017896 | ProgramServices |
| Management And General | 3920692 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 24580 | BOY |
| EOY | 10444 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 955443 | BOY |
| EOY | 18309976 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 478 | BOY |
| EOY | 7949 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11291 | BOY |
| EOY | 41306 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 562542 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 64484 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 43720 | BOY |
| EOY | 498058 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1191 | BOY |
| EOY | 18846579 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9457 | BOY |
| EOY | 15814 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1046160 | BOY |
| EOY | 37730126 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 965501 | BOY |
| EOY | 18304498 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 965501 | BOY |
| EOY | 18304498 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 80659 | BOY |
| EOY | 19425628 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 80659 | BOY |
| EOY | 19425628 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1046160 | BOY |
| EOY | 37730126 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 19344969 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | 1483633 | CurrentTaxYearMinus1Year |
| Current Tax Year | 34281554 | CurrentTaxYear |
| Total | 35765187 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | 1483633 | CurrentTaxYearMinus1Year |
| Current Tax Year | 34281554 | CurrentTaxYear |
| Total | 35765187 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 35765187 | PublicSupportTotal170 |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | 2003 | CurrentTaxYear |
| Total | 2003 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 35767190 | TotalSupport |
| First5 Years170 | X | First5Years170 |
| General Explanation | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER REVENUE - 2012 AMOUNT: $ 2,003. | GeneralExplanation |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 48883 | OtherCostOrOtherBasis |
| Depreciation | 8793 | Depreciation |
| Book Value | 40090 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 513659 | OtherCostOrOtherBasis |
| Depreciation | 55691 | Depreciation |
| Book Value | 457968 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 498058 | TotalOfBookValueLandBuildings |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 34283557 | TotRevenueEtcAuditedFinclStmt |
| Revenue Not Rptd F990 | 0 | RevenueNotRptdF990 |
| Revenue Subtotal | 34283557 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 34283557 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 14938588 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 14938588 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 14938588 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | Identifier |
| Return Reference | PART X, LINE 2: | ReturnReference |
| Explanation | ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE UNCERTAIN TAX POSITIONS TO BE RECOGNIZED IN THE FINANCIAL STATEMENTS IF THEY ARE MORE LIKELY THAN NOT TO FAIL UPON REGULATORY EXAMINATION. MANAGEMENT HAS EVALUATED THE CONNECTOR'S TAX POSITIONS AS OF JUNE 30, 2013 AND 2012 AND FOR THE PERIODS THEN ENDED BY REVIEWING ITS INCOME TAX RETURNS AND CONFERRING WITH ITS TAX ADVISORS, AND DETERMINED THAT THE CONNECTOR HAD NO UNCERTAIN TAX POSITIONS REQUIRED TO BE REPORTED IN ACCORDANCE WITH SUCH GENERALLY ACCEPTED ACCOUNTING PRINCIPLES. THE INCOME TAX RETURNS ARE OPEN FOR EXAMINATION BY TAXING AUTHORITIES UNTIL THEIR RESPECTIVE STATUTES OF LIMITATION EXPIRE. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | CORAL T ANDREWS | NamePerson |
| Title | EXECUTIVE DIRECTOR | Title |
| Base Compensation Filing Org | 153808 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 0 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 0 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 0 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 153808 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| FORM 990, PART I, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: | HAWAII HEALTH CONNECTOR (THE "CONNECTOR") IS A NOT-FOR-PROFIT CORPORATION ESTABLISHED IN JULY 2011. THE CONNECTOR'S MISSION IS TO HELP THE PEOPLE OF HAWAII LIVE HAPPIER AND HEALTHIER LIVES BY MAKING QUALITY HEALTH INSURANCE ACCESSIBLE TO ALL, MAKING THE ACQUISITION OF HEALTH INSURANCE AFFORDABLE AND SIMPLER, AND BY IMPROVING THE INTEGRATION BETWEEN PUBLIC AND PRIVATE HEALTH PLANS. THE CONNECTOR WAS ESTABLISHED BY THE HAWAII STATE LEGISLATURE'S ENACTMENT OF ACT 205 ("ACT 205") TO BE HAWAII'S HEALTH INSURANCE EXCHANGE, AS MANDATED BY THE FEDERAL PATIENT PROTECTION AND AFFORDABLE CARE ACT OF 2010 ("ACA"). THE CONNECTOR SEEKS TO PROVIDE THE PEOPLE OF HAWAII THE ABILITY TO PERUSE A WIDE RANGE OF HEALTH INSURANCE COVERAGE OPTIONS THROUGH A "ONE-STOP" MARKETPLACE EXPERIENCE WHERE INDIVIDUALS AND BUSINESSES CAN EFFICIENTLY AND CAREFULLY CONSIDER THE HEALTH INSURANCE CHOICES AVAILABLE TO THEM. THROUGH THIS SERVICE, THE CONNECTOR ULTIMATELY SEEKS TO IMPROVE PUBLIC ACCESS TO AFFORDABLE HEALTH CARE COVERAGE IN HAWAII. SECTION 1311 OF THE ACA REQUIRES EACH STATE TO ESTABLISH A HEALTH INSURANCE EXCHANGE FOR INDIVIDUAL AND SMALL EMPLOYER GROUP HEALTH INSURANCE PLAN PURCHASES. IN HAWAII, THE STATE LEGISLATURE DETERMINED IT TO BE IN THE BEST INTEREST OF THE STATE TO ESTABLISH ITS EXCHANGE AS A PRIVATE NONPROFIT ORGANIZATION, IN LIEU OF HOUSING IT WITHIN A STATE AGENCY OR ALLOWING THE FEDERAL GOVERNMENT TO ESTABLISH AN EXCHANGE IN HAWAII, THEREBY LESSENING THE BURDEN OF THE FEDERAL AND STATE GOVERNMENTS. THE CONNECTOR'S APPLICATION FOR TAX-EXEMPT STATUS UNDER SECTION 501(C)(3) OF THE U.S. INTERNAL REVENUE CODE WAS APPROVED BY THE INTERNAL REVENUE SERVICE IN FEBRUARY 2014, AND IS EFFECTIVE AS OF AUGUST 25, 2011. |
| FORM 990, PART V, LINE 2A, DESCRIPTION OF EMPLOYEES: | THE CONNECTOR HAS A CO-EMPLOYMENT ARRANGEMENT WITH BISHOP & CO., WHO IS THE OUTSOURCED HUMAN RESOURCE/PAYROLL PROVIDER AND THE EMPLOYER OF RECORD. THE CONNECTOR IS THE WORKSITE EMPLOYER. |
| FORM 990, PART VI, SECTION A, LINE 4 | THE CONNECTOR ADOPTED AMENDED BYLAWS ON JANUARY 18, 2013 AND SIGNIFICANT CHANGES WERE MADE TO THE FOLLOWING: COMPOSITION OF THE BOARD OF DIRECTORS, MEETINGS OF THE BOARD OF DIRECTORS, ATTENDANCE AT MEETINGS, OFFICERS AND MANAGEMENT, COMMITTEES OF THE BOARD, CONFLICT OF INTEREST, AND FINANCIAL MATTERS. THE CONNECTOR ADOPTED AMENDED ARTICLES ON APRIL 12, 2013 AND SIGNIFICANT CHANGES WERE MADE TO THE FOLLOWING: CORPORATE PURPOSES, CORPORATE POWERS, DURATION OF CORPORATION, MEMBERSHIP, DIRECTORS AND OFFICERS, LIABILITY OF OFFICERS AND DIRECTORS, CORPORATE LIABILITY, CORPORATE DISSOLUTION, BYLAWS, AND AMENDMENTS. |
| FORM 990, PART VI, SECTION A, LINE 7A | MEMBERS OF THE BOARD SHALL BE APPOINTED BY THE GOVERNOR OF THE STATE OF HAWAII AND WITH THE ADVICE AND CONSENT OF THE SENATE PURSUANT TO HAWAII REVISED STATUTES SECTION 26-34 AND ACT 205, 2010 SESSION LAWS ("ACT 205"). DIRECTORS OF STATE AGENCIES ENTITLED TO A SEAT ON THE BOARD PURSUANT TO ACT 205 MAY NAME A PERMITTED DESIGNEE TO THE BOARD TO SERVE IN HIS OR HER PLACE AS PROVIDED BY ACT 205, AS WELL AS ANY SUCCESSOR DESIGNEE IN THE CASE OF A VACANCY RESULTING FROM THE RESIGNATION, DEATH, DISABILITY OR TERMINATION OF EMPLOYMENT BY SUCH DIRECTOR'S RESPECTIVE STATE AGENCY BY DELIVERING WRITTEN NOTICE THEREOF TO THE BOARD. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE CFO REVIEWS THE FORM 990 WITH THE IN-HOUSE LEGAL COUNSEL AND EXECUTIVE DIRECTOR PRIOR TO SIGNING. THE FORM 990 IS ALSO PROVIDED TO ALL BOARD MEMBERS FOR REVIEW AND APPROVAL PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE CONNECTOR'S BOARD ADOPTED A CONFLICT OF INTEREST POLICY ON MAY 11, 2012. DIRECTORS, OFFICERS AND EMPLOYEES OF THE ORGANIZATION MUST DISCLOSE TO THE INDEPENDENT DIRECTORS OF THE BOARD ALL FACTS THAT ARE MATERIAL TO WHETHER OR NOT A CONFLICT OF INTEREST EXISTS. IF IT IS DETERMINED THAT AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST EXISTS, SUCH INTERESTED PERSON SHALL BE SO NOTIFIED, AND SHALL RECUSE HIM OR HERSELF FROM PARTICIPATING IN THE DISCUSSION, VOTE, OR OTHER PART OF THE DECISION-MAKING PROCESS INVOLVING AN OFFICIAL ACTION ON THE MATTER IN WHICH THE INTERESTED PERSON HAS A FINANCIAL INVOLVEMENT OR CONFLICT OF INTEREST. |
| FORM 990, PART VI, SECTION B, LINE 15 | DURING FY 2013, THE CONNECTOR ESTABLISHED A HUMAN RESOURCES COMMITTEE (HRC) WHICH ENCOMPASSES MEMBERS OF THE CONNECTOR BOD. THE HRC ESTABLISHED SALARY RANGES BASED ON GRADE BANDS FOR THE MANAGEMENT AND EMPLOYEES OF THE CONNECTOR BASED UPON COMPENSATION STUDIES PREPARED BY A THIRD-PARTY ORGANIZATION. THIS PROCESS WAS USED FOR ALL PERSONNEL INCLUDING OFFICERS, MANAGEMENT AND OTHER POSITIONS. THE CONNECTOR'S COMPENSATION STUDY WAS COMPILED BY AN INDEPENDENT CONSULTANT USING DATA FROM HAWAII COMPENSATION SURVEYS, THE ECONOMIC RESEARCH INSTITUTE EXECUTIVE COMPENSATION DATABASE, PUBLISHED NON-PROFIT COMPENSATION REPORTS AND OTHER NATIONAL PUBLISHED HUMAN RESOURCE CONSULTING DATABASES. THE HRC REVIEWS AND APPROVES THE COMPENSATION AND THIS PROCESS IS DOCUMENTED IN THE MINUTES. IT WAS LAST UNDERTAKEN IN JANUARY 2013 FOR EXECUTIVE AND MANAGEMENT AND IN DECEMBER 2013 FOR OTHER EMPLOYEES. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS, AS WELL AS MINUTES OF MEETINGS, ARE AVAILABLE FOR PUBLIC VIEWING ON THE ORGANIZATION'S WEBSITE AT HTTP://WWW.HAWAIIHEALTHCONNECTOR.COM/CONNECTOR-DOCUMENTS-2/. |