HAWAII ORGAN PROCUREMENT ORGANIZATION: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- HAWAII ORGAN PROCUREMENT ORGANIZATION (EIN 99-0257883)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-02-11
- IRS object ID
- 201330429349301628
- Schema version
- 2011v1.2
- 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 | 2013-02-11T18:38:31-06:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 990169131 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | N&K CPAS INC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1001 BISHOP ST STE 1700 | AddressLine1 |
| City | HONOLULU | City |
| State | HI | State |
| ZIP Code | 968133696 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 990257883 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HAWAII ORGAN PROCUREMENT ORGANIZATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | HAWA | NameControl |
| Phone | 8085997630 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 405 N KUAKINI STREET NO 810 | AddressLine1 |
| City | HONOLULU | City |
| State | HI | State |
| ZIP Code | 96817 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | STEPHEN A KULA | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 8085997630 | Phone |
| Date Signed | 2013-01-31 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MICHAEL I TANAKA | Name |
| PTIN | P00412914 | PTIN |
| Phone | 8085242255 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
Doing Business As DoingBusinessAs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEGACY OF LIFE HAWAII | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | STEPHEN A KULA | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 405 N KUAKINI STREET NO 810 | AddressLine1 |
| City | HONOLULU | City |
| State | HI | State |
| ZIP Code | 96817 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 5197862 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | N/A | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1987 | YearFormation |
| State Legal Domicile | HI | StateLegalDomicile |
| Activity Or Mission Description | TO PERFORM OR COORDINATE THE PERFORMANCE OF RETRIEVING, PRESERVING, AND TRANSPORTING ORGANS AND TISSUES AND PLACING ORGANS ACCORDING TO NATIONALLY ESTABLISHED CRITERIA. TO CONDUCT PROFESSIONAL AND PUBLIC EDUCATION. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 13 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 13 | NbrIndependentVotingMembers |
| Total Nbr Employees | 45 | TotalNbrEmployees |
| Total Nbr Volunteers | 133 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 49312 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 50024 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 4416302 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 4858274 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 90605 | InvestmentIncomePriorYear |
| Investment Income Current Year | 5997 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 13391 | OtherRevenuePriorYear |
| Other Revenue Current Year | 12120 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 4569610 | TotalRevenuePriorYear |
| Total Revenue Current Year | 4926415 | 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 | 1988989 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 2163668 | 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 | 3353650 | OtherExpensePriorYear |
| Other Expenses Current Year | 2386868 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 5342639 | TotalExpensesPriorYear |
| Total Expenses Current Year | 4550536 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -773029 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 375879 | RevenuesLessExpensesCY |
| Total Assets BOY | 3406476 | TotalAssetsBOY |
| Total Assets EOY | 3859166 | TotalAssetsEOY |
| Total Liabilities BOY | 1788206 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1897592 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 1618270 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 1961574 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO PERFORM OR COORDINATE THE PERFORMANCE OF RETRIEVING, PRESERVING, AND TRANSPORTING ORGANS AND TISSUES AND PLACING ORGANS ACCORDING TO NATIONALLY ESTABLISHED CRITERIA. TO CONDUCT PROFESSIONAL AND PUBLIC EDUCATION. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 3836330 | Expense |
| Revenue | 4870394 | Revenue |
| Description | PROCUREMENT OF ORGANS AND TISSUES FOR TRANSPLANT AND RESEARCH. THE ORGANIZATION RECOVERED ORGANS FROM 46 DONORS RESULTING IN 98 LIFE SAVING TRANSPLANTS; RECOVERED TISSUES FROM 80 DONORS; PARTICIPATED IN 21 HEALTH FAIRS PRESENTED TO 43 DIFFERENT COMMUNITY GROUPS; AND DISTRIBUTED 1,956 PACKETS OF INFORMATION. | Description |
| Total Program Service Expense | 3836330 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 0 | 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 | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | 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 | 0 | 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 | 1 | 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 |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 14 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 45 | 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 |
| Distribution To Donor | 0 | DistributionToDonor |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 13 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 13 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | 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 |
| States Where Copy Of Return Is Filed | HI | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | STEPHEN A KULA | NamePerson |
| Telephone Number | 8085997630 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 405 N KUAKINI ST SUITE 810 | AddressLine1 |
| City | HONOLULU | City |
| State | HI | State |
| ZIP Code | 96817 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (20 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| DAVID T HORIO MD | |||||||
| PRESIDENT | 1.00 | X | X | 0 | 0 | 0 | |
| ART GLADSTONE MBA BSN | |||||||
| PRESIDENT-ELECT | 1.00 | X | X | 0 | 0 | 0 | |
| RACHAEL S WONG MPH | |||||||
| VICE-PRESIDENT | 1.00 | X | X | 0 | 0 | 0 | |
| KAREN L SCHULTZ RN MS CARN | |||||||
| SECRETARY | 1.00 | X | X | 0 | 0 | 0 | |
| ROSS SUGIBAYASHI | |||||||
| TREASURER | 1.00 | X | X | 0 | 0 | 0 | |
| FRANCES NELSON | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| SHAW ABELINA MADRID ESQ | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| ELLEN CARSON ESQ | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| WENDY ABE | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| KIMBERLY FRANK ESQ | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| EDWARD ONTAI | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| JULIE A MEIER | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| ALAN CHEUNG MD | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| ROBERT K Y LEE | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| LIVINGSTON WONG MD | |||||||
| HONORARY BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| STEPHEN A KULA | |||||||
| EXECUTIVE DIRECTOR | 40.00 | X | 134309 | 0 | 15462 | ||
| CHRISTINE L BOGEE | |||||||
| ASSISTANT EXECUTIVE DIRECT | 40.00 | 119313 | 0 | 8402 | X | ||
| KATHARINE KICKERTZ | |||||||
| CLINICAL SERVICES DIRECTOR | 40.00 | 116235 | 0 | 14171 | X | ||
| KELLY L KENT | |||||||
| ORGAN PROGRAM MANAGER | 40.00 | 113959 | 0 | 13400 | X | ||
| FELICIA M WELLS-WILLIAMS | |||||||
| FAMILY SERVICES DIRECTOR | 40.00 | 109973 | 0 | 24463 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 593789 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 75898 | TotalOtherCompensation |
| Number Individuals GT100 K | 5 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | 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 |
|---|---|---|---|---|---|
| THE QUEEN'S MEDICAL CENTER | |||||
| 1301 PUNCHBOWL ST 303 | HONOLULU | HI | 96813 | HOSPITAL FEES | 294321 |
| SURGICAL ASSOCIATES INC | |||||
| 550 S BERETANIA ST SUITE 403 | HONOLULU | HI | 96813 | SURGICAL RECOVERY & MEDICAL DIRECTOR FEE | 267944 |
| STRAUB CLINIC AND HOSPITAL INC | |||||
| 888 S KING ST | HONOLULU | HI | 96813 | HOSPITAL FEES | 139243 |
| CLINICAL LABORATORIES OF HAWAII LLP | |||||
| PO BOX 1300 | HONOLULU | HI | 968071300 | LABORATORY FEES | 108462 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 4 | NumberOfContractorsGT100K |
| All Other Contributions | 50024 | AllOtherContributions |
| Total Contributions | 50024 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ORGAN PROCUREMENT | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 4858274 | TotalRevenueColumn |
| Related Or Exempt Function Income | 4858274 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 4858274 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 26794 | TotalRevenueColumn |
| Exclusion | $26,794 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 250650 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 271447 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -20797 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -20797 | TotalRevenueColumn |
| Exclusion | -$20,797 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| RESEARCH INCOME | 900099 | 10200 | 10200 |
| MISC INCOME | 900099 | 1920 | 1920 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 12120 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4926415 | TotalRevenueColumn |
| Related Or Exempt Function Income | 4870394 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $5,997 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 131599 | Total |
| Management And General | 131599 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1630114 | Total |
| Program Services | 1355986 | ProgramServices |
| Management And General | 274128 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 86505 | Total |
| Program Services | 62228 | ProgramServices |
| Management And General | 24277 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 196072 | Total |
| Program Services | 152891 | ProgramServices |
| Management And General | 43181 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 119378 | Total |
| Program Services | 97955 | ProgramServices |
| Management And General | 21423 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 188834 | Total |
| Program Services | 125542 | ProgramServices |
| Management And General | 63292 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 33426 | Total |
| Program Services | 31426 | ProgramServices |
| Management And General | 2000 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 96275 | Total |
| Program Services | 73032 | ProgramServices |
| Management And General | 23243 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 70992 | Total |
| Program Services | 52990 | ProgramServices |
| Management And General | 18002 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 108762 | Total |
| Program Services | 86327 | ProgramServices |
| Management And General | 22435 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10974 | Total |
| Program Services | 7384 | ProgramServices |
| Management And General | 3590 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1907 | Total |
| Management And General | 1907 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 68053 | Total |
| Management And General | 68053 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 41372 | Total |
| Program Services | 39376 | ProgramServices |
| Management And General | 1996 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| RECOVERY & PROCUREMENT | 1327109 | 1327109 | |
| ANSWERING SERVICE | 183177 | 183177 | |
| COMPUTER ON-LINE | 63166 | 63166 | |
| EDUCATION | 53891 | 52040 | 1851 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 138930 | Total |
| Program Services | 125701 | ProgramServices |
| Management And General | 13229 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4550536 | Total |
| Program Services | 3836330 | ProgramServices |
| Management And General | 714206 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 300211 | BOY |
| EOY | 465344 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 136397 | BOY |
| EOY | 115594 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 498770 | BOY |
| EOY | 786910 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 92974 | BOY |
| EOY | 82727 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 1750702 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 317563 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1501193 | BOY |
| EOY | 1433139 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 810274 | BOY |
| EOY | 807441 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 66657 | BOY |
| EOY | 168011 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3406476 | BOY |
| EOY | 3859166 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 712512 | BOY |
| EOY | 792753 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1054212 | BOY |
| EOY | 1032537 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21482 | BOY |
| EOY | 72302 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1788206 | BOY |
| EOY | 1897592 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1618270 | BOY |
| EOY | 1961574 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1618270 | BOY |
| EOY | 1961574 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3406476 | BOY |
| EOY | 3859166 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 375879 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -32575 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 94123 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 162773 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 58900 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 49312 | CurrentTaxYearMinus1Year |
| Current Tax Year | 50024 | CurrentTaxYear |
| Total | 415132 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3227246 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3562721 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 4159862 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4416302 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4858274 | CurrentTaxYear |
| Total | 20224405 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3321369 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3725494 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 4218762 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4465614 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4908298 | CurrentTaxYear |
| Total | 20639537 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 50000 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 182400 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 45000 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 10000 | CurrentTaxYearMinus1Year |
| Total | 287400 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 50000 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 182400 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 45000 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 10000 | CurrentTaxYearMinus1Year |
| Total | 287400 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 20352137 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 27915 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 24413 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 23147 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 22548 | CurrentTaxYearMinus1Year |
| Current Tax Year | 26794 | CurrentTaxYear |
| Total | 124817 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 27915 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 24413 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 23147 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 22548 | CurrentTaxYearMinus1Year |
| Current Tax Year | 26794 | CurrentTaxYear |
| Total | 124817 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 13465 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 9827 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1811 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 13391 | CurrentTaxYearMinus1Year |
| Current Tax Year | 12120 | CurrentTaxYear |
| Total | 50614 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3362749 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3759734 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 4243720 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4501553 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4947212 | CurrentTaxYear |
| Total | 20814968 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.97780 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.97170 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.00600 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.00710 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
| General Explanation | SCHEDULE A, PART IV, SUPPLEMENTAL INFORMATION: SCHEDULE A, PART III, LINE 12, EXPLANATION FOR OTHER INCOME: RESEARCH INCOME MISCELLANEOUS INCOME | GeneralExplanation |
Schedule D IRS990ScheduleD
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1484871 | OtherCostOrOtherBasis |
| Depreciation | 73959 | Depreciation |
| Book Value | 1410912 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 265831 | OtherCostOrOtherBasis |
| Depreciation | 243604 | Depreciation |
| Book Value | 22227 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 1433139 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (2 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| MUTUAL FUNDS | 628706 | F |
| STOCKS | 178735 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 807441 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DUE TO MEDICARE | Description |
| Amount | $72,302 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 72302 | TotalOfAmounts |
| Total Revenue | 4926415 | TotalRevenue |
| Total Expenses | 4550536 | TotalExpenses |
| Excess Or Deficit For Year | 375879 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -32575 | NetUnrealizedGLOnInvestments |
| Total Adjustments | -32575 | TotalAdjustments |
| Excess Or Deficit Per FS | 343304 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 4893840 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -32575 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | -32575 | RevenueNotRptdF990 |
| Revenue Subtotal | 4926415 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 4926415 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 4550536 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 4550536 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 4550536 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | Identifier |
| Return Reference | PART X: | ReturnReference |
| Explanation | LEGACY OF LIFE HAWAII (LLH) IS RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS AN EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. LLH HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A) OF THE INTERNAL REVENUE CODE. LLH RECOGNIZES THE FINANCIAL STATEMENT EFFECTS FROM A TAX POSITION ONLY AFTER DETERMINING THAT THE RELEVANT TAX AUTHORITY WOULD MORE LIKELY THAN NOT SUSTAIN THE POSITION AFTER AN AUDIT BASED ON THE TECHNICAL MERITS OF THE POSITION. LLH HAS NOT IDENTIFIED ANY UNCERTAIN TAX POSITIONS IN FILED RETURNS THAT REQUIRE DISCLOSURE IN THE ACCOMPANYING FINANCIAL STATEMENTS. LLH IS NOT SUBJECT TO INCOME TAXES IN THE U.S. FEDERAL JURISDICTION AND THE STATE. TAX REGULATIONS WITHIN EACH JURISDICTION ARE SUBJECT TO INTERPRETATION OF THE RELATED TAX LAWS AND REGULATIONS AND REQUIRE SIGNIFICANT JUDGMENT TO APPLY. WITH FEW EXCEPTIONS, LLH IS NO LONGER SUBJECT TO U.S. FEDERAL AND STATE EXAMINATIONS BY TAX AUTHORITIES FOR THE FISCAL YEARS ENDED JUNE 30, 2008 AND PRIOR. | Explanation |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STRAUB CLINIC & HOSPITAL | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | PRESIDENT-ELECT/DIRECTOR ART GLADSTONE IS CHIEF OPERATING OFFICER OF STRAUB | Relationship |
| Amount Of Transaction | 139243 | AmountOfTransaction |
| Description Of Transaction | INDEPENDENT CONTRACTOR ARRANGEMENT | DescriptionOfTransaction |
| Sharing Of Revenues | 0 | SharingOfRevenues |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | A DRAFT OF THE FORM 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR, BOARD PRESIDENT, BOARD TREASURER AND FINANCE COMMITTEE. AFTER THE DRAFT IS APPROVED, THE RETURN IS PLACED ON A PASSWORD-PROTECTED WEBSITE FOR WEB ACCESS FOR THE BOARD TO REVIEW AND COMMENT. THE FORM 990 IS THEN FINALIZED AND FILED. | |
| FORM 990, PART VI, SECTION B, LINE 12C | THE CONFLICT OF INTEREST POLICY CONSIDERS ALL DIRECTORS, OFFICERS AND MEMBERS OF A COMMITTEE WITH BOARD DELEGATED POWERS WHO HAVE A DIRECT OR INDIRECT FINANCIAL INTEREST AS AN INTERESTED PERSON. INTERESTED PERSONS MUST COMPLETE A DISCLOSURE FORM ANNUALLY AND ANYTIME ACTUAL OR POSSIBLE CONFLICTS OF INTEREST MAY OCCUR. INTERESTED PERSONS MUST DISCLOSE THE EXISTENCE OF HIS OR HER FINANCIAL INTEREST AND ALL MATERIAL FACTS TO THE BOARD OF DIRECTORS AND MEMBERS OF COMMITTEES WITH BOARD DELEGATED POWERS. AFTER DISCLOSURE BY THE INTERESTED PERSON, THE DETERMINATION OF A CONFLICT IS DISCUSSED AND VOTED ON. IF A CONFLICT OF INTEREST EXISTS THE INTERESTED PERSON MAY MAKE A PRESENTATION REGARDING THE TRANSACTION OR THE CHAIRPERSON MAY APPOINT A DISINTERESTED PERSON TO INVESTIGATE ALTERNATIVES TO THE TRANSACTION. | |
| FORM 990, PART VI, SECTION B, LINE 15 | ANNUALLY, THE MANAGEMENT STAFF AND EXECUTIVE COMMITTEE EVALUATE THE EXECUTIVE DIRECTOR. THE EXECUTIVE COMMITTEE USES A NATIONAL SALARY SURVEY THAT IS COMPLETED BY ALL ORGAN PROCUREMENT ORGANIZATIONS TO DETERMINE SALARY RANGES FOR THE INDUSTRY. COMPENSATION GRADES AND RANGES ARE DETERMINED BY USING LOCAL AND NATIONAL SALARY SURVEYS AS WELL AS THE ANNUAL AOPO SURVEY AND REFLECT EXPERIENCE, TRAINING AND SCOPE OF JOB AND ORGANIZATIONAL RESPONSIBILITIES. A RECOMMENDATION IS MADE TO THE FULL BOARD WHO DETERMINES THE EXECUTIVE DIRECTOR'S COMPENSATION. THE EXECUTIVE DIRECTOR IS RESPONSIBLE FOR PERFORMING ANNUAL EVALUATIONS AND APPROVING COMPENSATION FOR ALL EMPLOYEES. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST AT THE ORGANIZATION'S OFFICE. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -32,575. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART XII, LINE 2C | THIS PROCESS HAS NOT CHANGED FROM PRIOR YEAR. |