HALE MAHAOLU LAHAINA SURF INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- HALE MAHAOLU LAHAINA SURF INC (EIN 99-0351981)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-09-04
- IRS object ID
- 201222489349300557
- 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 | 2012-09-04T14:30:15-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KAWAHARA & COMPANY CPAS LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 840 ALUA STREET SUITE 203 | AddressLine1 |
| City | WAILUKU | City |
| State | HI | State |
| ZIP Code | 967931482 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 990351981 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HALE MAHAOLU LAHAINA SURF INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | HALE | NameControl |
| Phone | 8088724100 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 HINA AVENUE | AddressLine1 |
| City | KAHULUI | City |
| State | HI | State |
| ZIP Code | 96732 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | WESLEY WONG JR | Name |
| Title | PRESIDENT | Title |
| Phone | 8088724100 | Phone |
| Date Signed | 2012-08-26 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ROBERT S KAWAHARA | Name |
| Phone | 8082445531 | Phone |
| Date Prepared | 2012-08-26 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | WESLEY WONG JR | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 HINA AVENUE | AddressLine1 |
| City | KAHULUI | City |
| State | HI | State |
| ZIP Code | 96732 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 1199465 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.HALEMAHAOLU.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1967 | YearFormation |
| State Legal Domicile | HI | StateLegalDomicile |
| Activity Or Mission Description | 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. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 13 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 13 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 213079 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 224833 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 848988 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 917966 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 2799 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1848 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 55757 | OtherRevenuePriorYear |
| Other Revenue Current Year | 54818 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 1120623 | TotalRevenuePriorYear |
| Total Revenue Current Year | 1199465 | TotalRevenueCurrentYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 414511 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 348092 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 593802 | OtherExpensePriorYear |
| Other Expenses Current Year | 735520 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 1008313 | TotalExpensesPriorYear |
| Total Expenses Current Year | 1083612 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 112310 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 115853 | RevenuesLessExpensesCY |
| Total Assets BOY | 2770100 | TotalAssetsBOY |
| Total Assets EOY | 2808465 | TotalAssetsEOY |
| Total Liabilities BOY | 472551 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 395063 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 2297549 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 2413402 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 951985 | Expense |
| Revenue | 1024495 | Revenue |
| Description | PROVIDED 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. | Description |
| Total Program Service Expense | 951985 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | false | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | true | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 2 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Indoor Tanning Services | false | 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 | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | true | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | false | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | HI | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | HALE MAHAOLU | NamePerson |
| Telephone Number | 8088724100 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 HINA AVENUE | AddressLine1 |
| City | KAHULUI | City |
| State | HI | State |
| ZIP Code | 96732 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (15 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| BROOKS JEAN F | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| BUGARIN GEORGE | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| CORPUZ LOUISE | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| FUJIMOTO TOSHIO | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| HAMASAKI KAZUICHI | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| SHISHIDO KATSUE | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| DULDULAO FLAVINO | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| LU BERNICE | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| KATSUDA ROY | |||||||
| EXECUTIVE DR | 40.00 | 0 | 168080 | 78330 | X | ||
| MATSUNAGA VALERIE | |||||||
| TREASURER | 1.00 | 0 | 0 | 0 | X | ||
| TOMITA PATRICIA | |||||||
| SECRETARY | 1.00 | 0 | 0 | 0 | X | ||
| WONG WESLEY JR | |||||||
| PRESIDENT | 1.00 | 0 | 0 | 0 | X | ||
| NISHIHARA RICHARD | |||||||
| 1ST VICE PRE | 1.00 | 0 | 0 | 0 | X | ||
| REINHARDT EDWARD | |||||||
| 2ND VICE PRE | 1.00 | 0 | 0 | 0 | X | ||
| NAKAO ROBYNE | |||||||
| DEPUTY EXECU | 40.00 | 0 | 102313 | 0 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp Frm Rltd Orgs | 270393 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 78330 | TotalOtherCompensation |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
| Government Grants | 224833 | GovernmentGrants |
| Total Contributions | 224833 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | RENTAL INCOME | Description |
| Total Revenue Column | 917966 | TotalRevenueColumn |
| Exclusion | $917,966 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 917966 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1848 | TotalRevenueColumn |
| Exclusion | $1,848 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount |
|---|---|---|
| LAUNDRY AND VENDING | 30643 | $30,643 |
| TENANT CHARGES | 15129 | $15,129 |
| MISCELLANEOUS | 9046 | $9,046 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 54818 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1199465 | TotalRevenueColumn |
| Exclusion | $974,632 | ExclusionAmount |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 270113 | Total |
| Program Services | 270113 | ProgramServices |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18908 | Total |
| Program Services | 18908 | ProgramServices |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 36787 | Total |
| Program Services | 36787 | ProgramServices |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22284 | Total |
| Program Services | 22284 | ProgramServices |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 87738 | Total |
| Management And General | 87738 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7259 | Total |
| Program Services | 7259 | ProgramServices |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 50677 | Total |
| Program Services | 6788 | ProgramServices |
| Management And General | 43889 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 818 | Total |
| Program Services | 818 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15593 | Total |
| Program Services | 15593 | ProgramServices |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 114473 | Total |
| Program Services | 114473 | ProgramServices |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1502 | Total |
| Program Services | 1502 | ProgramServices |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19200 | Total |
| Program Services | 19200 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 92593 | Total |
| Program Services | 92593 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 32868 | Total |
| Program Services | 32868 | ProgramServices |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices |
|---|---|---|
| OPERATIONS AND MAINTENANC | 302242 | 302242 |
| MISCELLANEOUS ADMIN EXP | 4800 | 4800 |
| BAD DEBTS | 4311 | 4311 |
| MORTGAGE INSURANCE PREMIU | 1371 | 1371 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 75 | Total |
| Program Services | 75 | ProgramServices |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1083612 | Total |
| Program Services | 951985 | ProgramServices |
| Management And General | 131627 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 83667 | BOY |
| EOY | 30955 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 24405 | BOY |
| EOY | 49997 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 29812 | BOY |
| EOY | 28259 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 3378992 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 2396682 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 931189 | BOY |
| EOY | 982310 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1701027 | BOY |
| EOY | 1716944 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2770100 | BOY |
| EOY | 2808465 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 53982 | BOY |
| EOY | 150531 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3119 | BOY |
| EOY | 2750 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 355553 | BOY |
| EOY | 175974 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 59897 | BOY |
| EOY | 65808 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 472551 | BOY |
| EOY | 395063 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2297549 | BOY |
| EOY | 2413402 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2297549 | BOY |
| EOY | 2413402 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2770100 | BOY |
| EOY | 2808465 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 115853 | ReconcilationRevenueExpenses |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Both | X | FinancialStatementBoth |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
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 Minus4 Years | 184694 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 179445 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 188033 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 213079 | CurrentTaxYearMinus1Year |
| Current Tax Year | 224833 | CurrentTaxYear |
| Total | 990084 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 184694 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 179445 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 188033 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 213079 | CurrentTaxYearMinus1Year |
| Current Tax Year | 224833 | CurrentTaxYear |
| Total | 990084 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 990084 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 75251 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 46821 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 11065 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2799 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1848 | CurrentTaxYear |
| Total | 137784 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 37286 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 53903 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 63658 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 55757 | CurrentTaxYearMinus1Year |
| Current Tax Year | 47620 | CurrentTaxYear |
| Total | 258224 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 1386092 | TotalSupport |
| Gross Receipts From Admissions Etc | 4092694 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.71430 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.68060 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Disclosed Orgs Legal Control | false | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | false | DisclosedForCharitablePurposes |
| Written Policy Monitoring | false | WrittenPolicyMonitoring |
| Sect170h Requirements Satisfied | false | Sect170hRequirementsSatisfied |
| Solicited Assets For Sale | false | SolicitedAssetsForSale |
| Agent Trustee Etc | false | AgentTrusteeEtc |
| Included On FS | false | IncludedOnFS |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | false | AreRelatedOrgsListedScheduleR |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 431200 | OtherCostOrOtherBasis |
| Book Value | 431200 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2816617 | OtherCostOrOtherBasis |
| Depreciation | 2323865 | Depreciation |
| Book Value | 492752 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 131175 | OtherCostOrOtherBasis |
| Depreciation | 72817 | Depreciation |
| Book Value | 58358 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 982310 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (6 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| RESERVE FOR REPLACEMENTS | 1431716 |
| OTHER RESERVES | 125692 |
| TENANT SECURITY DEPOSITS | 65808 |
| ESCROW DEPOSITS | 38090 |
| RESIDUAL RECEIPTS | 35638 |
| MISCELLANEOUS OTHER ASSET | 20000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 1716944 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | TENANT SECURITY DEPOSITS | Description |
| Amount | $65,808 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 65808 | TotalOfAmounts |
| Total Revenue | 1199465 | TotalRevenue |
| Total Expenses | 1083612 | TotalExpenses |
| Excess Or Deficit For Year | 115853 | ExcessOrDeficitForYear |
| Excess Or Deficit Per FS | 115853 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 1199465 | TotRevenueEtcAuditedFinclStmt |
| Revenue Subtotal | 1199465 | RevenueSubtotal |
| Total Revenue Per Form990 | 1199465 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 1083612 | TotExpensesEtcAuditedFinclStmt |
| Expenses Subtotal | 1083612 | ExpensesSubtotal |
| Total Expenses Per Form990 | 1083612 | TotalExpensesPerForm990 |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | KATSUDA ROY | NamePerson |
| Comp Based On Related Orgs | 168080 | CompBasedOnRelatedOrgs |
| Deferred Comp Related Orgs | 19131 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Related Orgs | 59199 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Related Orgs | 246410 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Related Orgs | 245025 | CompReportPrior990RelatedOrgs |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| ORGANIZATION'S MISSION | FORM 990 - ORGANIZATION'S 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. |
| MANAGEMENT DELEGATED | FORM 990, PAGE 6, PART VI, LINE 3 | THE ORGANIZATION CONTRACTS WITH HALE MAHAOLU AS THE MANAGING AGENT FOR THE HOUSING PROJECT. THE ORGANIZATION AND HALE MAHAOLU SHARE THE SAME BOARD OF DIRECTORS. |
| ORGANIZATION'S PROCESS USED TO REVIEW FORM 990 | FORM 990, PAGE 6, PART VI, LINE 11B | 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. |
| ENFORCEMENT OF CONFLICTS POLICY | FORM 990, PAGE 6, PART VI, LINE 12C | 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. |
| COMPENSATION PROCESS FOR TOP OFFICIAL | FORM 990, PAGE 6, PART VI, LINE 15A | THE PERSONNEL COMMITTEE REVIEWS THE EXECUTIVE DIRECTOR'S COMPENSATION ANNUALLY. |
| GOVERNING DOCUMENTS DISCLOSURE EXPLANATION | FORM 990, PAGE 6, PART VI, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (10 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Direct Controlling Entity NADirectControllingEntityNA | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| HALE MAHAOLU | ||||||||||
| 200 HINA AVENUE | KAHULUI | HI | 96732 | 990143109 | HOUSING | HI | 501(C) | 7 | N/A | false |
| HALE MAHAOLU AKAHI INC | ||||||||||
| 200 HINA AVENUE | KAHULUI | HI | 96732 | 990351979 | HOUSIN | HI | 501(C) | 7 | N/A | false |
| HALE MAHAOLU EKOLU INC | ||||||||||
| 200 HINA AVENUE | KAHULUI | HI | 96732 | 990266121 | HOUSING | HI | 501(C) | 7 | N/A | false |
| HALE MAHAOLU EHA INC | ||||||||||
| 200 HINA AVENUE | KAHULUI | HI | 96732 | 990302883 | HOUSING | HI | 501(C) | 7 | N/A | false |
| HALE MAHAOLU ELIMA INC | ||||||||||
| 200 HINA AVENUE | KAHULUI | HI | 96732 | 990312168 | HOUSING | HI | 501(C) | 7 | N/A | false |
| HALE MAHAOLU HOME PUMEHANA II INC | ||||||||||
| 200 HINA AVENUE | KAHULUI | HI | 96732 | 990330585 | HOUSING | HI | 501(C) | 7 | N/A | false |
| HALE MAHAOLU EHIKU INC | ||||||||||
| 200 HINA AVENUE | KAHULUI | HI | 96732 | 990330582 | HOUSING | HI | 501(C) | 7 | N/A | false |
| HALE MAHAOLU EHIKU II INC | ||||||||||
| 200 HINA AVENUE | KAHULUI | HI | 96732 | 020675730 | HOUSING | HI | 501(C) | 7 | N/A | false |
| HALE MAHAOLU EONO (5) INC | ||||||||||
| 200 HINA AVENUE | KAHULUI | HI | 96732 | 990351982 | HOUSING | HI | 501(C) | 7 | N/A | false |
| HALE MAHAOLU EONO INC | ||||||||||
| 200 HINA AVENUE | KAHULUI | HI | 96732 | 990330583 | HOUSING | HI | 501(C) | 7 | N/A | false |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | true | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | true | SharingOfFacilities |
| Sharing Of Paid Employees | true | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | true | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (3 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| HALE MAHAOLU | ||
| K | 131627 | ACTUAL COST |
| HALE MAHAOLU | ||
| N | 408902 | ACTUAL COST |
| HALE MAHAOLU | ||
| P | 227275 | ACTUAL COST |