Hualalai Ohana Foundation
- Assets
- $7.7m
- Revenue
- $2.1m
- Investments
- $5.2m
- Employees
- 4
- Location
- Kailuakona, HI
- Founding
- 11/2002
- Data as of
- 12/2023
- EIN
- 81-0570716
Organization Overview
Hualalai Ohana Foundation is located in Kailuakona, HI. The organization was established in 2002. According to its NTEE Classification (B82) the organization is classified as: Scholarships & Student Financial Aid, under the broad grouping of Education and related organizations. As of 12/2023, Hualalai Ohana Foundation employed 4 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Hualalai Ohana Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2023, Hualalai Ohana Foundation generated $2.1m in total revenue. This represents relatively stable growth, over the past 9 years the organization has increased revenue by an average of 2.1% each year. All expenses for the organization totaled $1.8m during the year ending 12/2023. While expenses have increased by 10.7% per year over the past 9 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2023
Describe the Organization's Mission:
Part 3 - Line 1
TO PROVIDE EDUCATIONAL SCHOLARSHIPS, EDUCATIONAL OPPORTUNITIES AND MEDICAL AWARDS TO THE IMMEDIATE FAMILIES OF THE EMPLOYEES IN THE HUALALAI COMMUNITY.
Describe the Organization's Program Activity:
Part 3 - Line 4a
EDUCATIONAL AWARDS AND PROGRAMS - IN 2023 THERE WERE 73 SCHOLARSHIPS FOR PRE-K THROUGH 12TH GRADE, 55 SCHOLARSHIPS FOR HIGHER EDUCATION, AND 95 COURSEWORK/TUTORING AWARDS.EDUCATIONAL PROGRAMS INCLUDED: KEIKI LITERACY AND LEARNING PROGRAM - DISTRIBUTES BOOKS EACH MONTH TO CHILDREN OF HUALALAI RESORT WORKFORCE AND ORGANIZES AN ANNUAL CHILD LITERACY BOOK FAIR FOR FAMILIES AND CHILDREN TO INSPIRE A LOVE FOR LITERACY AND LEARNING AMONG CHILDREN (237 AWARDS IN 2023). HONOR ROLL - RECOGNIZES AND AWARDS HUALALAI EMPLOYEE CHILDREN IN GRADES 6-12 (88 IN 2023). WORK FOR COLLEGE MATCH - AWARDS STUDENTS FOR SUMMER EMPLOYMENT EARNINGS WITH A CASH MATCH FOR HOURS WORKED TOTALING UP TO $1,500 (29 AWARDS IN 2023).ACADEMIC MERIT AWARDS - RECOGNIZES STUDENT ACADEMIC ACHIEVEMENT WITH GOOD GRADES (20 AWARDS IN 2023). TECHNOLOGY FOR EDUCATION - AWARDS GRANTED IN 2023 INCLUDED 15 AWARDS TO SUPPORT THE REMOTE LEARNING NEEDS OF FAMILIES IN SUPPORT OF PURCHASING A LAPTOP, COMPUTER, PRINTER, ROUTER OR HEADSET.
SUMMER MICROSCHOOL PILOT PROGRAM : HALAU LAMAKU AT KALAEMANO. IN JULY 2023, 40 KEIKI PARTICIPATED IN A TWO-WEEK EDUCATIONAL SUMMER ENRICHMENT PROGRAM COORDINATED IN PARTNERSHIP WITH THE UNIVERSITY OF HAWAII 'IMILOA CENTER. LAMA SIGNIFIES "LIGHT OR "ENLIGHTENMENT"- EVOKING LEARNING, KNOWLEDGE AND UNDERSTANDING. HALAU LAMAKU HONORS THE LAMA TREE, A NATIVE DRY FOREST TREE THAT GROWS IN HAWAI'I AND NOWHERE ELSE IN THE WORLD. THIS INFORMAL SCIENCE EDUCATION PROGRAM / MICROSCHOOL OFFERED PLACE-BASED ENRICHMENT LEARNING FOR KEIKI, WELCOMING YOUNG EXPLORERS IN GRADES 1-6 TO DISCOVER HAWAI'I AND STRENGTHEN THEIR CONNECTIONS TO THEIR ISLAND HOME, AND TO THE AHUPUA'A (LAND) OF KA'UPULEHU (WHERE HUALALAI RESORT IS LOCATED). EXPLORERS ENGAGED IN HANDS-ON ACTIVITIES, CRAFTS, GAMES, OUTDOOR EXPLORATION, ART AND OBSERVATION GROUNDED IN HAWAIIAN CULTURE, SCIENCE, MATH, AND ART. EXPLORERS VOYAGED FROM DEEP OCEAN TO DEEP SPACE AND EVERYTHING IN BETWEEN. THE PROGRAM WAS CUSTOM DESIGNED TO PROVIDE SOCIAL AND ACADEMIC STIMULATION FOR LOCAL CHILDREN IN A SAFE ENVIRONMENT, INSPIRING PRIDE, CONNECTION AND RELEVANCE HERE AT HUALALAI WHERE THEIR PARENTS ARE EMPLOYED. THE THEME FOR THE 2023 CAMP WAS "LIFE ON THE REEF".
MEDICAL FINANCIAL ASSISTANCE AWARDS INCLUDED 202 AWARDS TO SUPPORT HEALTH AND WELL-BEING OF FAMILIES STRUGGLING WITH EMERGENT MEDICAL CRISIS AND SERIOUS MEDICAL NEEDS.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Ed Mueller President | OfficerTrustee | 2 | $0 |
Rob Kildow Vice President | OfficerTrustee | 2 | $0 |
Dean Mcphail Treasurer | OfficerTrustee | 2 | $0 |
Teresa Schneider Secretary | OfficerTrustee | 0.5 | $0 |
Rick Kimball Investment Committee Chair | Trustee | 1 | $0 |
Bradley Chipps Medical Committee Chair | Trustee | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $1,064,973 |
| Noncash contributions included in lines 1a–1f | $23,209 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $1,064,973 |
| Total Program Service Revenue | $0 |
| Investment income | $106,456 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $947,824 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $2,119,253 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $1,255,297 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $158,226 |
| Compensation of current officers, directors, key employees. | $47,468 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $126,130 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $22,393 |
| Payroll taxes | $41,184 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $13,647 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $0 |
| Advertising and promotion | $10,941 |
| Office expenses | $16,817 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $0 |
| Travel | $1,406 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $4,800 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $739 |
| Insurance | $3,812 |
| All other expenses | $1,511 |
| Total functional expenses | $1,802,447 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $2,293,753 |
| Savings and temporary cash investments | $0 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $154,500 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Land, buildings, and equipment | $482 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $5,225,134 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $7,673,869 |
| Accounts payable and accrued expenses | $31,244 |
| Grants payable | $190,681 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $221,925 |
| Net assets without donor restrictions | $7,451,944 |
| Net assets with donor restrictions | $0 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $7,673,869 |