THE QUEENS HEALTH SYSTEMS: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- THE QUEENS HEALTH SYSTEMS (EIN 99-0238120)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-05-13
- IRS object ID
- 201141339349305364
- Schema version
- 2009v1.7
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule J
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-13T19:02:20-05:00 | Timestamp |
| Tax Period End Date | 2010-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Deloitte Tax LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1132 BISHOP STREET SUITE 1200 | 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 | 2009-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 990238120 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE QUEEN'S HEALTH SYSTEMS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | QUEE | NameControl |
| Phone | 8085326116 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1099 ALAKEA STREET STE 1100 | AddressLine1 |
| City | HONOLULU | City |
| State | HI | State |
| ZIP Code | 96813 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RICHARD C KEENE | Name |
| Title | Treasurer | Title |
| Date Signed | 2011-05-13 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Lori Taira | Name |
| Phone | 8085430700 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 597469565 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | N/A | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1985 | YearFormation |
| State Legal Domicile | HI | StateLegalDomicile |
| Activity Or Mission Description | TO SUPPORT, PROMOTE AND MAINTAIN THE SUBSIDIARY AND AFFILIATE CORPORATIONS OF THE QUEEN'S HEALTH SYSTEMS AND TO PROMOTE, SUPERVISE, SUPPORT AND OTHERWISE CONTRIBUTE TO HEALTH CARE-RELATED ACTIVITIES | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 24 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 17 | NbrIndependentVotingMembers |
| Total Nbr Employees | 56 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | -93082 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -202398 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 2094089 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1841494 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 17511900 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 19253451 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -7024775 | InvestmentIncomePriorYear |
| Investment Income Current Year | 4152518 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 12581214 | TotalRevenuePriorYear |
| Total Revenue Current Year | 25247463 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 52974 | 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 | 12274806 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 13493594 | 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 | 5857027 | OtherExpensePriorYear |
| Other Expenses Current Year | 6099894 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 18184807 | TotalExpensesPriorYear |
| Total Expenses Current Year | 19593488 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -5603593 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 5653975 | RevenuesLessExpensesCY |
| Total Assets BOY | 56686039 | TotalAssetsBOY |
| Total Assets EOY | 64019066 | TotalAssetsEOY |
| Total Liabilities BOY | 27808688 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 29772083 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 28877351 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 34246983 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO SUPPORT, PROMOTE AND MAINTAIN THE SUBSIDIARY AND AFFILIATE CORPORATIONS OF THE QUEEN'S HEALTH SYSTEMS AND TO PROMOTE, SUPERVISE, SUPPORT AND OTHERWISE CONTRIBUTE TO HEALTH CARE-RELATED ACTIVITIES. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 19593488 | Expense |
| Revenue | 19253451 | Revenue |
| Description | THE QUEEN'S HEALTH SYSTEM IS THE PARENT OF THE QUEEN'S MEDICAL CENTER, THE QUEEN EMMA LAND COMPANY, THE QUEEN'S DEVELOPMENT CORPORATION, AND OTHER VARIOUS HEALTHCARE RELATED ENTITIES. QHS PROVIDES LONG RANGE PLANNING, MANAGEMENT AND SUPPORT SERVICES, AND COORDINATES POLICY MAKING FOR THESE ENTITIES. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | THE QUEEN'S HEALTH SYSTEM PROVIDES VARIOUS COMMUNITY BENEFIT PROGRAMS TO FULFILL ITS TAX EXEMPT PURPOSE AS A CHARITABLE HEALTHCARE SYSTEM. FOR THE YEAR ENDED 06/30/10, THE QUEEN'S HEALTH SYSTEM PROVIDED COMMUNITY BENEFITS TOTALING APPROXIMATELY $83.8 MILLION, ON A SYSTEM-WIDE BASIS. SEE LINE 4C (SCHEDULE O ATTACHMENT 3) FOR A DETAILED EXPLANATION. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | The Queen's Health Systems ("QHS") is the parent company of The Queen's Medical Center ("QMC"), Queen Emma Land Company, Queen's Development Corporation, Molokai General Hospital ("MGH"), and various other healthcare related entities (collectively referred to as "Queen's"). The mission of Queen's is to fulfill the intent of Queen Emma and King Kamehameha IV to provide in perpetuity quality health care services to improve the well-being of Native Hawaiians and all of the people of Hawaii. To support the Queen's mission and to fulfill the tax exempt purpose as a charitable hospital, Queen's provided the following community benefits, totaling approximately $83.8 million on a system-wide basis, for the year ended June 30, 2010. The Queen's Medical Center ("QMC") supports Native Hawaiian Health initiatives through many of its programs and services, particularly its Native Hawaiian Health Program (NHH). The focus areas of NHH include improvements in clinical outcomes, healthcare training, research, access and outreach. NHH conducts ongoing assessment and development of QMC programs and services focused on Native Hawaiians, including specific clinical programs in areas such as cardiology, oncology and behavioral health. QMC collaborates and partners to provide healthcare training and education opportunities to Native Hawaiian students and those committed to serving Native Hawaiian communities, for example, the Ulu Kukui Project, which is a pre-college science education program at Stevenson Middle School to promote excellence in science education and the pursuit of biomedical careers by Native Hawaiians and Pacific Islanders. In addition, NHH programs focus on quality improvement and increased access for Native Hawaiians to QMC and collaborate with the Native Hawaiian community in education, research, and community outreach. Through each of these areas of focus, NHH works to provide a framework for the development, implementation and evaluation of clinical initiatives that aim to enhance the ola pono (well being) of Native Hawaiians. In addition to NHH, many of QMC's program services described below provide benefits to Native Hawaiians, including components of charity care and uncompensated care provided to our patients. 1. Uncompensated care - QMC provides medical services to patients who do not have the ability to pay (patients are not billed charity care) and patients who refuse to pay (bad debts). For the year ended June 30, 2010, the estimated losses from providing charity care and for services that were bad debts was $2,628,000 and $12,200,000 respectively. 2. Behavioral Health - QMC provides inpatient and outpatient behavioral health services that are necessary and in certain instances, not generally available in the State of Hawaii. The estimated losses from operations resulting from behavioral health services were $8,640,000 for the year ended June 30, 2010. 3. Queen Emma Clinics - QMC provides outpatient services to indigent patients and others though the Queen Emma Clinics. The losses from operations from the Queen Emma Clinics were approximately $3,843,000 for the year ended June 30, 2010. 4. On call physician compensation - QMC maintains the only Level II trauma center in the State of Hawaii. In order to provide Level II trauma coverage, the Medical Center incurred approximately $5,776,000 in on call physician coverage during the year ended June 30, 2010. 5. Resident and Intern Costs - QMC incurred costs in excess of reimbursement of approximately $4,491,000 during the year ended June 30, 2010 related to resident and intern programs. As a teaching facility, the Medical Center participates in and shares the costs of the Hawaii Residency Program. 6. Hawaii Medical Library - QMC maintains a medical library that benefits healthcare professionals in the State of Hawaii. The operating losses of the Hawaii Medical Library for the year ended June 30, 2010 were $975,000. 7. Transfer Hotline - QMC maintains a cardiac transfer hotline and a referral hotline to assist patients and other healthcare providers with the transfer and/or referral of patients to appropriate healthcare services. The operating losses of providing these services for the year ended June 30, 2010 were $1,259,000. 8. Transportation Services - QMC provides transportation to and from the Medical Center to patients who require assistance. The cost of providing these services was $155,000 for the year ended June 30, 2010. 9. Health and Wellness Education - QMC provides health and wellness education to the community in an effort to promote healthy lifestyles. For the year ended June 30, 2010, losses of providing health and wellness education were $404,000. 10. Research Losses - QMC employs staff and incurs unfunded costs for medical research. For the year ended June 30, 2010, research costs were $1,029,000. 11. Charitable Contributions - QMC makes contributions to outside charitable organizations. For the year ended June 30, 2010, contributions to outside charitable organizations were $859,000. 12. Emergency Preparedness - QMC is the only Level II trauma center in the State of Hawaii. QMC allocated resources to plan and test its readiness for community emergencies, including trauma, terrorist attacks and conditions resulting from hazardous material spills. For the year ended June 30, 2010, the costs of emergency preparedness were $237,000. 13. Electrical Generator Project - In order to maintain necessary life support, diagnostic and operating systems, in the event of an emergency, QMC significantly upgraded its power plant by adding two new generators that are capable of providing electrical power for the medical center. For the year ended June 30, 2010, costs incurred for the electrical generator project were $4,969,000. Total project costs incurred as of June 30, 2010 were approximately $33,669,000. 14. Medicaid Shortfall in Payments - QMC provides inpatient and outpatient services to Medicaid patients in the State of Hawaii. QMC incurred costs in excess of reimbursement of approximately $28,398,000 during the year ended June 30, 2010. 15. Medicare Shortfall in Payments - QMC provides inpatient and outpatient services to Medicare patients in the State of Hawaii. QMC incurred costs in excess of reimbursement based on Medicare Cost reports of approximately $2,949,000 during the year ended June 30, 2010. Consistent with cost report requirements, there are amounts that are excluded from the costs above. 16. Lease Pricing Below Fair Market Value - QMC extended lease rates to the University of Hawaii that are below fair market value. For the year ended June 30, 2010, revenues foregone from lease rates that were below fair market value were $84,000. 17. Programs That Improve Access to Healthcare - QMC improves the community's access to healthcare by helping patients qualify for Medicaid and other types of insurance. For the year ended June 30, 2010, these program costs totaled $1,029,000. 18. Molokai General Hospital - Queen's supports MGH in providing healthcare services to the island of Molokai. For the year ended June 30, 2010, MGH's loss from operations was $2,000,000. 19. Native Hawaiian Health at QMC - Queen's supports a Native Hawaiian Health program at QMC. For the year ended June 30, 2010, expenses totaled approximately $790,000. 20. Kinau Street Off-ramp Improvement Project - In order to improve access to its Emergency Department and hospital, QMC, in conjunction with the state Department of Transportation and City Department of Transportation Services, began construction to the Kinau Street off-ramp. For the year ended June 30, 2010, costs incurred for the improvement project were $337,000. 21. Dental Clinic - QMC provides dental services to indigent patients and others though its Dental Clinic. The losses from operations from the Queen Emma Clinics were approximately $71,000 for the year ended June 30, 2010. 22. Donated Use of Conference Rooms - QMC allows physicians and teachers from the John A. Burns School of Medicine of the University of Hawaii, various governmental agencies including the Department of Health, and other nonprofit agencies the free use of its facilities at The Queen's Conference Center. For the year ended June 30, 2010, costs incurred for the use of the center were $100,000. 23. Job Shadowing Program - QMC sponsors a job shadowing program for students in the state of Hawaii. For the year ended June 30, 2010, costs incurred for the program were $8,000. 24. Community Health Improvement - Queen's sponsors health fairs on neighbor islands. For the year ended June 30, 2010, non-marketing costs incurred related to the health fairs were $38,000. 25. QMC Nursing Program - QMC provides nursing internships and nurse training that help address the continued need for skilled nurses in the islands. For the year ended June 30, 2010, these costs totaled $584,000. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 19593488 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | true | LobbyingActivities |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | false | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | true | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | false | 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 | true | 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 | true | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 1208 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 56 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | true | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Nbr Voting Governing Body Members | 24 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 17 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | 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 | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | RICHARD C KEENE | NamePerson |
| Telephone Number | 8085326117 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1099 ALAKEA ST SUITE 1100 | AddressLine1 |
| City | HONOLULU | City |
| State | HI | State |
| ZIP Code | 96813 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (35 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 | FormerFormer |
|---|---|---|---|---|---|---|---|---|
| Naleen N Andrade MD | ||||||||
| CHAIR/TRUSTEE | 4.0 | X | 0 | 0 | 0 | |||
| Paul S Aoki | ||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | 0 | |||
| Evelyn J Black | ||||||||
| VC/TRUSTEE | 2.0 | X | 0 | 0 | 0 | |||
| Han P Ching | ||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | 0 | |||
| Norman T S Chong | ||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | 0 | |||
| Neil J Hannahs | ||||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | |||
| Lance M Dunbar | ||||||||
| Trustee | 2.0 | X | 0 | 0 | 0 | |||
| Ernest Fukeda Jr | ||||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | |||
| David C Hulihee | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| Noreen Mokuau DSW | ||||||||
| VC/Trustee | 3.0 | X | 0 | 0 | 0 | |||
| William G Obana MD | ||||||||
| Trustee | 2.0 | X | 0 | 87848 | 0 | |||
| Caroline Ward Oda | ||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | 0 | |||
| Robb K Ohtani MD | ||||||||
| Trustee | 2.0 | X | 0 | 42238 | 0 | |||
| Randolph P Perreira | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| Andrew Schwartz MD | ||||||||
| Trustee | 2.0 | X | 0 | 0 | 0 | |||
| Garrett K Serikawa | ||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | 0 | |||
| Donna Tanoue | ||||||||
| Trustee | 2.0 | X | 0 | 0 | 0 | |||
| William L Thomas Jr MD | ||||||||
| Trustee | 1.0 | X | 0 | 255343 | 27512 | |||
| R Brian Tsujimura | ||||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | |||
| Arthur A Ushijima | ||||||||
| President & CEO/Trustee | 65.0 | X | 632384 | 0 | 705434 | X | ||
| J D Watumull | ||||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | |||
| Eric K Yeaman | ||||||||
| VC/Trustee | 2.0 | X | 0 | 0 | 0 | |||
| Julia Wo | ||||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | |||
| James L Grobe Jr MD | ||||||||
| Trustee | 1.0 | X | 0 | 57591 | 0 | |||
| Janice Kalanihuia | ||||||||
| Vice President | 55.0 | 0 | 210284 | 53866 | X | |||
| Richard C Keene | ||||||||
| EVP & CFO/Treasurer | 55.0 | 478951 | 0 | 66039 | X | |||
| Kanoe Margol | ||||||||
| VP/Assistant Treasurer | 55.0 | 245069 | 0 | 59074 | X | |||
| Sharlene K Tsuda | ||||||||
| VP/Secretary | 55.0 | 209934 | 0 | 54261 | X | |||
| Mark H Yamakawa | ||||||||
| Executive VP & COO | 55.0 | 535219 | 0 | 119739 | X | |||
| Bert T Kido | ||||||||
| VP - Human Resources | 55.0 | 333682 | 0 | 60981 | X | |||
| David Starr | ||||||||
| VP - Info Tech & CIO | 55.0 | 331151 | 0 | 29711 | X | |||
| John Nitao | ||||||||
| VP - General Counsel | 55.0 | 332297 | 0 | 61274 | X | |||
| Leslie Chinen | ||||||||
| VP - Corporate Development | 55.0 | 274220 | 0 | 80714 | X | |||
| Jeffrey Yu | ||||||||
| CTO | 55.0 | 316536 | 0 | 27373 | X | |||
| Richard Griffith | ||||||||
| Former President & CEO | 0.0 | 131584 | 0 | 0 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 3821027 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 653304 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 1345978 | TotalOtherCompensation |
| Number Individuals GT100 K | 22 | NumberIndividualsGT100K |
| Formers Listed | true | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| ON POINT LLC - JOSEPH ZACCAGNINO | |||||
| 19 WALL STREET | MADISON | CT | 06443 | CONSULTING FEES | 190000 |
| DELOITTE AND TOUCHE LLP | |||||
| 1132 Bishop Street Suite 1200 | HONOLULU | HI | 96813 | AUDIT SERVICES | 689986 |
| GROUP 70 INTERNATIONAL | |||||
| 925 BETHEL STREET 5TH FLOOR | HONOLULU | HI | 96813 | CONSULTING FEES | 243005 |
| DELOITTE TAX LLP | |||||
| 1132 Bishop Street Suite 1200 | HONOLULU | HI | 96813 | TAX SERVICES | 207398 |
| SG2 LLC | |||||
| 35347 EAGLE WAY | CHICAGO | IL | 606781353 | CONSULTING FEES | 166893 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 7 | NumberOfContractorsGT100K |
| Related Organizations | 1841494 | RelatedOrganizations |
| Total Contributions | 1841494 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | SUPPORT SERVICES | Description |
| Business Code | 561000 | BusinessCode |
| Total Revenue Column | 19253451 | TotalRevenueColumn |
| Related Or Exempt Function Income | 19253451 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 19253451 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 701310 | TotalRevenueColumn |
| Unrelated Business Revenue | -93082 | UnrelatedBusinessRevenue |
| Exclusion | $794,392 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 575673310 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 572222102 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 3451208 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3451208 | TotalRevenueColumn |
| Exclusion | $3,451,208 | ExclusionAmount |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 0 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 25247463 | TotalRevenueColumn |
| Related Or Exempt Function Income | 19253451 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | -93082 | UnrelatedBusinessRevenue |
| Exclusion | $4,245,600 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2143463 | Total |
| Program Services | 2143463 | ProgramServices |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8196243 | Total |
| Program Services | 8196243 | ProgramServices |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 564722 | Total |
| Program Services | 564722 | ProgramServices |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2174011 | Total |
| Program Services | 2174011 | ProgramServices |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 415155 | Total |
| Program Services | 415155 | ProgramServices |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 169184 | Total |
| Program Services | 169184 | ProgramServices |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 351563 | Total |
| Program Services | 351563 | ProgramServices |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8950 | Total |
| Program Services | 8950 | ProgramServices |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1781306 | Total |
| Program Services | 1781306 | ProgramServices |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 34515 | Total |
| Program Services | 34515 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25097 | Total |
| Program Services | 25097 | ProgramServices |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 102238 | Total |
| Program Services | 102238 | ProgramServices |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 522115 | Total |
| Program Services | 522115 | ProgramServices |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 91896 | Total |
| Program Services | 91896 | ProgramServices |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 145011 | Total |
| Program Services | 145011 | ProgramServices |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17349 | Total |
| Program Services | 17349 | ProgramServices |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 718549 | Total |
| Program Services | 718549 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 683138 | Total |
| Program Services | 683138 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 218595 | Total |
| Program Services | 218595 | ProgramServices |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| BOOKS, DUES AND SUBSCRIPTIONS | 126718 | 126718 | 0 | 0 |
| EQUIPMENT RENTAL & MAINTENANCE | 600270 | 600270 | 0 | 0 |
| AMORTIZATION | 1015 | 1015 | 0 | 0 |
| ENTERTAINMENT | 49549 | 49549 | 0 | 0 |
| GENERAL EXCISE TAX | 28977 | 28977 | 0 | 0 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 423859 | Total |
| Program Services | 423859 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19593488 | Total |
| Program Services | 19593488 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 198 | BOY |
| EOY | 222 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4165393 | BOY |
| EOY | 4170451 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 456325 | BOY |
| EOY | 137352 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 54848 | BOY |
| EOY | 117949 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 10070754 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 7084863 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2272963 | BOY |
| EOY | 2985891 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 38964193 | BOY |
| EOY | 43415641 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5454027 | BOY |
| EOY | 5895833 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5318092 | BOY |
| EOY | 7295727 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 56686039 | BOY |
| EOY | 64019066 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19762597 | BOY |
| EOY | 21233883 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2941355 | BOY |
| EOY | 2941355 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5104736 | BOY |
| EOY | 5596845 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 27808688 | BOY |
| EOY | 29772083 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28877351 | BOY |
| EOY | 34246983 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28877351 | BOY |
| EOY | 34246983 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 56686039 | BOY |
| EOY | 64019066 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | true | FederalGrantAuditRequired |
| Federal Grant Audit Performed | true | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | X | SupportingOrganization509a3 |
| Supporting Org509a3 Type1 | X | SupportingOrg509a3Type1 |
| Certification Checkbox | X | CertificationCheckbox |
| Written IRS Determination | X | WrittenIRSDetermination |
| Contrib By Controlling Individual | false | ContribByControllingIndividual |
| Contribution By Related Party | false | ContributionByRelatedParty |
| Contrib By35 Controlled Entity | false | ContribBy35ControlledEntity |
Supported Org Information SupportedOrgInformation (3 entries)
| EINEIN | Type Of OrganizationTypeOfOrganization | Listed In Governing DocListedInGoverningDoc | Supported Organization NotifiedSupportedOrganizationNotified | Organized In USOrganizedInUS | AmountAmount |
|---|---|---|---|---|---|
| THE QUEEN'S MEDICAL CENTER | |||||
| 990073524 | 03 | true | true | true | $0 |
| MOLOKAI GENERAL HOSPITAL | |||||
| 990251372 | 03 | true | true | true | $0 |
| QUEEN EMMA LAND COMPANY | |||||
| 980183769 | 03 | true | true | true | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Supported Orgs | 3 | TotalNumberOfSupportedOrgs |
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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Belongs To Affiliated Group | X | OrgBelongsToAffiliatedGroup |
Total Grassroots Lobbying TotalGrassrootsLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
| Affiliated Group Totals | 0 | AffiliatedGroupTotals |
Total Direct Lobbying TotalDirectLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 8950 | FilingOrganizationsTotals |
| Affiliated Group Totals | 31942 | AffiliatedGroupTotals |
Total Lobbying Expenditures TotalLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 8950 | FilingOrganizationsTotals |
| Affiliated Group Totals | 31942 | AffiliatedGroupTotals |
Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 19584538 | FilingOrganizationsTotals |
| Affiliated Group Totals | 660088389 | AffiliatedGroupTotals |
Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 19593488 | FilingOrganizationsTotals |
| Affiliated Group Totals | 660120331 | AffiliatedGroupTotals |
Lobbying Nontaxable LobbyingNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 1000000 | FilingOrganizationsTotals |
| Affiliated Group Totals | 1000000 | AffiliatedGroupTotals |
Grassroots Nontaxable GrassrootsNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 250000 | FilingOrganizationsTotals |
| Affiliated Group Totals | 250000 | AffiliatedGroupTotals |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Lobbying Grassroot Minus Non Tx | TotLobbyingGrassrootMinusNonTx | |
| Tot Lobby Expend Mns Lobbying Nontx | TotLobbyExpendMnsLobbyingNontx | |
| Form4720 Filed | false | Form4720Filed |
Lobbying Nontaxable Amount2 LobbyingNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 1000000 | CurrentYearMinus3 |
| Current Year Minus2 | 1000000 | CurrentYearMinus2 |
| Current Year Minus1 | 1000000 | CurrentYearMinus1 |
| Current Year | 1000000 | CurrentYear |
| Total | 4000000 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmount |
Total Lobbying Expenditures2 TotalLobbyingExpenditures2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 352614 | CurrentYearMinus3 |
| Current Year Minus2 | 244324 | CurrentYearMinus2 |
| Current Year Minus1 | 134730 | CurrentYearMinus1 |
| Current Year | 31942 | CurrentYear |
| Total | 763610 | Total |
Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 250000 | CurrentYearMinus3 |
| Current Year Minus2 | 250000 | CurrentYearMinus2 |
| Current Year Minus1 | 250000 | CurrentYearMinus1 |
| Current Year | 250000 | CurrentYear |
| Total | 1000000 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmount |
Grassroots Lobbying Expenditures GrassrootsLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 0 | CurrentYearMinus3 |
| Current Year Minus2 | 0 | CurrentYearMinus2 |
| Current Year Minus1 | 0 | CurrentYearMinus1 |
| Current Year | 0 | CurrentYear |
| Total | 0 | Total |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 40104 | OtherCostOrOtherBasis |
| Book Value | 40104 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1512386 | OtherCostOrOtherBasis |
| Depreciation | 1392958 | Depreciation |
| Book Value | 119428 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovements |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 8336576 | OtherCostOrOtherBasis |
| Depreciation | 5691905 | Depreciation |
| Book Value | 2644671 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 181688 | OtherCostOrOtherBasis |
| Book Value | 181688 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 2985891 | TotalOfBookValueLandBuildings |
| Financial Derivatives | FinancialDerivatives | |
| Closely Held Equity Interests | CloselyHeldEquityInterests |
Other Securities OtherSecurities (2 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| QUEEN'S INSURANCE EXCHANGE INC | 3462507 | C |
| QUEEN'S DEVELOPMENT CORP | 2433326 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 5895833 | TotalOfBookValueSecurities |
Other Assets OtherAssets (3 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| DUE FROM AFFILIATES | 4008575 |
| FIRST TRUST ASSET | 1530595 |
| RABBI TRUST ASSET | 1756557 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 7295727 | TotalBookValueOtherAssets |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DUE TO AFFILIATES | Description |
| Amount | $5,596,845 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 5596845 | TotalOfAmounts |
| Total Revenue | 25247463 | TotalRevenue |
| Total Expenses | 19593488 | TotalExpenses |
| Excess Or Deficit For Year | 5653975 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 300058 | NetUnrealizedGLOnInvestments |
| Other | -$584,401 | OtherAmount |
| Total Adjustments | -284343 | TotalAdjustments |
| Excess Or Deficit Per FS | 5369632 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 19248678 | TotRevenueEtcAuditedFinclStmt |
| Revenue Subtotal | 19248678 | RevenueSubtotal |
| Other Revenues Not Included | 5998785 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 5998785 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 25247463 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 19579387 | TotExpensesEtcAuditedFinclStmt |
| Expenses Subtotal | 19579387 | ExpensesSubtotal |
| Other Expenses Not Included | 14101 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 14101 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 19593488 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| RECONCILIATION OF CHANGE IN NET ASSETS | SCH D PART XI LINE 8 | ADJUSTMENT TO MINIMUM PENSION LIABILITY <$584,401> |
| REVENUE BOOK TO TAX RECONCILIATION | SCH D PART XII LINE 4B | FUNDS TRANSFERRED FROM AFFILIATES $1,846,267 INVESTMENT GAIN - UNRESTRICTED $4,152,518 |
| EXPENSES BOOK TO TAX RECONCILIATION | SCH D PART XIII LINE 4B | NON-OPERATING EXPENSE $14,101 |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Discretionary Spending Account | X | DiscretionarySpendingAccount |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | false | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | true | SeverancePayment |
| Supplemental Nonqual Retire Plan | true | 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 | true | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | true | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | true | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (13 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Janice Kalanihuia | |||||||||||||
| 0 | 161948 | 0 | 25920 | 0 | 22416 | 0 | 29414 | 0 | 24452 | 0 | 264150 | 0 | 0 |
| Richard C Keene | |||||||||||||
| 397770 | 0 | 64957 | 0 | 16224 | 0 | 24215 | 0 | 41824 | 0 | 544990 | 0 | 0 | 0 |
| Kanoe Margol | |||||||||||||
| 205749 | 0 | 28400 | 0 | 10920 | 0 | 30574 | 0 | 28500 | 0 | 304143 | 0 | 0 | 0 |
| William L Thomas Jr MD | |||||||||||||
| 0 | 247354 | 0 | 6070 | 0 | 1919 | 0 | 20482 | 0 | 7030 | 0 | 282855 | 0 | 0 |
| Sharlene K Tsuda | |||||||||||||
| 167681 | 0 | 24723 | 0 | 17530 | 0 | 30121 | 0 | 24140 | 0 | 264195 | 0 | 0 | 0 |
| Arthur A Ushijima | |||||||||||||
| 585105 | 0 | 0 | 0 | 47279 | 0 | 629284 | 0 | 76150 | 0 | 1337818 | 0 | 0 | 0 |
| Mark H Yamakawa | |||||||||||||
| 422305 | 0 | 80239 | 0 | 32675 | 0 | 68802 | 0 | 50937 | 0 | 654958 | 0 | 0 | 0 |
| Richard Griffith | |||||||||||||
| 0 | 0 | 0 | 0 | 131584 | 0 | 0 | 0 | 0 | 0 | 131584 | 0 | 131584 | 0 |
| Bert T Kido | |||||||||||||
| 261636 | 0 | 44949 | 0 | 27097 | 0 | 26124 | 0 | 34857 | 0 | 394663 | 0 | 0 | 0 |
| David Starr | |||||||||||||
| 164704 | 0 | 0 | 0 | 166447 | 0 | 0 | 0 | 29711 | 0 | 360862 | 0 | 0 | 0 |
| John Nitao | |||||||||||||
| 274196 | 0 | 38898 | 0 | 19203 | 0 | 22741 | 0 | 38533 | 0 | 393571 | 0 | 0 | 0 |
| Leslie Chinen | |||||||||||||
| 227567 | 0 | 29019 | 0 | 17634 | 0 | 45097 | 0 | 35617 | 0 | 354934 | 0 | 0 | 0 |
| Jeffrey Yu | |||||||||||||
| 306876 | 0 | 9000 | 0 | 660 | 0 | 13417 | 0 | 13956 | 0 | 343909 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (10 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| COMPENSATION COMMITTEE | SCHEDULE J, PART I, LINE 3 | Compensation committee refers to a committee of the organization's governing body responsible for determining the top management official's compensation package, whether or not the committee has been delegated the authority to make an employment agreement with the top management official on behalf of the organization. The compensation committee may also have other duties. |
| Arthur A Ushijima | Form 990 Part VII | Arthur A Ushijima AVERAGE HOURS PER WEEK: 6 hours per week - QHS PARENT COMPANY 2 hours per week - QHS Trustee 65 hrs per week - QHS & affiliates Mr. Ushijima serves as a Trustee for The Queen's Health Systems (parent company) and several other Queen's related affiliates. He is a volunteer Trustee and is not compensated for those services. His hours served as a trustee for QHS is 2 hrs per week. Mr. Ushijima also serves as the President & Chief Executive Officer of The Queen's Health Systems (parent company) and as the President of QMC. The compensation listed on Form 990 Part VII is his total compensation for his various services and the hours listed on Form 990 Part VII are his hours for his QHS roles (parent company only) and also all affiliates combined. |
| Mark Yamakawa | Form 990 Part VII | Mark Yamakawa AVERAGE HOURS PER WEEK: 8 hours per week - QHS PARENT COMPANY 55 hrs per week - QHS & affiliates Mr. Yamakawa serves as QHS EVP & COO (parent company), QMC VP, President of QDC and President of QEL. He is not separately compensated for these various services. The compensation listed on Form 990 Part VII is his total compensation for his various services and the hours listed on Form 990 Part VII are his hours for his QHS roles (parent company only) and also all affiliates combined. |
| Janice Kalanihuia | Form 990 Part VII | Janice Kalanihuia AVERAGE HOURS PER WEEK: 1 HR PER WEEK - QHS PARENT COMPANY 55 HRS PER WEEK - QHS & AFFILIATES Ms. Kalanihuia serves as VP for Queen's Health Systems (parent company) and President for MGH. She is not separately compensated for these VARIOUS services. The compensation listed on Form 990 Part VII is her total compensation for her various services and the hours listed on Form 990 Part VII are her hours for her QHS roles (parent company only) and also all affiliates combined. |
| Richard C. Keene | Form 990 Part VII | Richard C. Keene AVERAGE HOURS PER WEEK: 28 hrs per week - QHS PARENT COMPANY 55 hrs per week - QHS & affiliates Mr. Keene serves as EVP/CFO and Treasurer for Queen's Health Systems (parent company), QEL Treasurer, QMC Treasurer and MGH Treasurer. He is not separately compensated for these services. The compensation listed on Form 990 Part VII is his total compensation for his various services and the hours listed on Form 990 Part VII are his hours for his QHS roles (parent company only) and also all affiliates combined. |
| Sharlene Tsuda | Form 990 Part VII | Sharlene Tsuda AVERAGE HOURS PER WEEK: 53 hrs per week - QHS PARENT COMPANY 55 hrs per week - QHS & affiliates Ms. Tsuda serves as QHS VP/Secretary (parent company) and QMC Secretary. She is not separately compensated for these various services. The compensation listed on Form 990 Part VII is her total compensation for her various services and the hours listed on Form 990 Part VII are her hours for her QHS roles (parent company only) and also all affiliates combined. |
| John S. Nitao | Form 990 Part VII | John S. Nitao AVERAGE HOURS PER WEEK: 54 hour per week - QHS parent company 55 hrs per week - QHS & affiliates Mr. Nitao serves as QHS VP/General Counsel and QEL secretary. The compensation listed on Form 990 Part VII is his total compensation for his various services. |
| Discretionary spending account | SCHEDULE J, PART I, LINE 1a | Discretionary spending account payments are made to certain executives of QHS in lieu of reimbursement for expenses and are included in taxable income of the recipient. The following individuals received discretionary spending account payments in 2009: Mark Yamakawa - $15,000 Richard C. Keene - $15,000 Kanoe Margol - $8,000 Sharlene Tsuda - $8,000 Arthur A. Ushijima - $20,000 Bert Kido - $8,000 David Starr - $4,293 John Nitao - $8,000 Leslie Chinen - $8,000 |
| Severance payments | SCHEDULE J, PART I, LINE 4a | The following individual of QHS received severance payments in 2009: David Starr - $ 125,649 |
| Supplemental non-qualified deferred compensation plan | SCHEDULE J, PART I, LINE 4b | The following individuals of QHS and related organizations received supplemental non-qualified deferred compensation plan benefits in 2009: Arthur A. Ushijima - $452,752 Mark Yamakawa - $19,459 John Nitao - $2,727 The following individual of QHS and related organizations received supplemental non-qualified deferred compensation plan payments in 2009: Richard Griffith - $131,584 |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Donna Tanoue | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | Trustee of QHS | Relationship |
| Amount Of Transaction | 102073 | AmountOfTransaction |
| Description Of Transaction | see schedule o for description | DescriptionOfTransaction |
| Sharing Of Revenues | false | SharingOfRevenues |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| FORM 990, PT VI, SECTION A, LINE 7A | The Board of Trustees of QHS elects all of the board members. | |
| FORM 990, PT VI, SECTION A, LINE 11A | The Form 990 for The Queen's Health System (QHS) and the separate forms for each of the not-for-profit subsidiaries of QHS were reviewed by the governing body of QHS prior to the filing of the returns. The QHS Finance Committee, which is comprised of members of the QHS Board of Trustees, was delegated the responsibility to review the returns prior to their filing. The returns were presented to the Committee by management and by the independent public accounting firm that prepared the returns. In addition, compensation related disclosures in the returns were reviewed by the Chairperson of the QHS Compensation Committee prior to filing the returns. Also, a copy of the QHS returns was made available to each of the members of the Board of Trustees prior to the returns being filed with the Internal Revenue Service. | |
| FORM 990, PT VI, SECTION B, LINE 12C | All QHS companies are subject to a written Conflict of Interest Policy. All trustees, officers, designated employees and contractors are required to complete an annual disclosure form. The designated employees are those selected by Executives in the organization who identify those employees (typically manager level and above) who may be in a position to select or influence the selection of a vendor. Disclosures are summarized and maintained by each company's corporate secretary. The contracts management department and legal department have the conflict summaries and check for conflicts of interest at the beginning of the contract process. Any conflict of interest involving a trustee is presented to the Board of Trustees. Any transaction involving a disqualified person is subject to the process of establishing a rebuttable presumption of reasonableness. Any trustee with a conflict of interest is excused for the portion of the meeting where the subject matter is discussed and voted on. | |
| FORM 990, PT VI, SECTION B, LINE 15B | A committee of the Board of Trustees called the Compensation Committee meets regularly to review compensation of all executives of all companies within QHS. Executive compensation is reviewed annually. All decisions regarding executive compensation are made in conformity with the procedures required to establish a rebuttable presumption of reasonableness. Any adjustment to compensation is subject to the process of performance reviews and comparison to comparable compensation data prepared by a nationally recognized independent compensation consultant. Outside counsel assists with the review process and documents the decisions of the committee. | |
| FORM 990, PT VI, SECTION C, LINE 19 | QHS does not make its governing documents, conflict of interest policy or financial statements available to the public. | |
| Business Transactions Involving Interested Person | Donna Tanoue is an officer of a financial institution with which the organization has a banking relationship. During the year, the organization paid bank fees to this financial institution totaling $102,073. | Schedule L, Part IV, (d) Description of Transaction: |
| FORM 990 PART V Line 4b | AUSTRALIA, AUSTRIA, BELGIUM, BRAZIL, CANADA, FRANCE, GERMANY, HONG KONG, ITALY, JAPAN, NETHERLANDS, NORWAY, SINGAPORE, SPAIN, SWEDEN, SWITZERLAND, AND UNITED KINGDOM. | FINANCIAL ACCOUNTS IN FOREIGN COUNTRIES |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|
| THE QUEEN'S MEDICAL CENTER | |||||||||
| 1301 PUNCHBOWL STREET | HONOLULU | HI | 96813 | 990073524 | MEDICAL SVCS | HI | 501(c)(3) | 3 | QHS |
| QUEEN EMMA LAND COMPANY | |||||||||
| 1099 ALAKEA STREET SUITE 1100 | HONOLULU | HI | 96813 | 990183769 | SUPPORT SVCS | HI | 501(c)(3) | 11 TYPE II | QHS |
| MOLOKAI GENERAL HOSPITAL | |||||||||
| PO BOX 408 | KAUNAKAKAI | HI | 96748 | 990251372 | HEALTH CARE | HI | 501(c)(3) | 3 | QHS |
Form990 Schedule R Part III Form990ScheduleRPartIII
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HAMQUEEN'S PET | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1301 PUNCHBOWL | AddressLine1 |
| City | HON | City |
| State | HI | State |
| ZIP Code | 96813 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 943266916 | EIN |
| Primary Activity | PET IMAGING | PrimaryActivity |
| Legal Domicile State | HI | LegalDomicileState |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Predominant Income Type | N/A | PredominantIncomeType |
| Disproportionate Allocations | false | DisproportionateAllocations |
| General Or Managing Partner | false | GeneralOrManagingPartner |
Form990 Schedule R Part IV Form990ScheduleRPartIV (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Type Of EntityTypeOfEntity | Share Of Total IncomeShareOfTotalIncome | Share Of EOY AssetsShareOfEOYAssets | Percentage OwnershipPercentageOwnership |
|---|---|---|---|---|---|---|---|---|---|---|---|
| THE QUEEN'S DEVELOPMENT CORP & SUBS | |||||||||||
| 1099 ALAKEA STREET SUITE 1100 | HONOLULU | HI | 96813 | 990240109 | DEVELOPMENT | HI | QHS | C CORP | 100125074 | 108997335 | 1.00000 |
| QUEEN'S INSURANCE EXCHANGE INC | |||||||||||
| 1099 ALAKEA STREET SUITE 1100 | HONOLULU | HI | 96813 | 911913839 | INSURANCE | HI | QHS | INSURANCE CORP | 5380155 | 19061418 | 1.00000 |
| DIAGNOSTIC LABORATORY SERVICES INC | |||||||||||
| 650 Iwilei Road suite 300 | HONOLULU | HI | 96817 | 990240499 | MEDICAL LAB SVCS | HI | SUB OF QDC | C CORP | |||
| 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 | true | 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 | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | false | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | true | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | true | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (9 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved |
|---|---|
| QUEEN EMMA LAND COMPANY | |
| C | 10938 |
| QUEEN'S MEDICAL CENTER | |
| C | 1830556 |
| QUEEN'S MEDICAL CENTER | |
| O | 468078 |
| THE QUEEN'S DEVELOPMENT CORP & SUBS | |
| O | 471 |
| THE QUEEN'S DEVELOPMENT CORP & SUBS | |
| P | 1374685 |
| QUEEN'S INSURANCE EXCHANGE INC | |
| P | 272417 |
| QUEEN'S MEDICAL CENTER | |
| p | 13835728 |
| MOLOKAI GENERAL HOSPITAL | |
| p | 315506 |
| QUEEN EMMA LAND COMPANY | |
| p | 3412370 |