2023-06-30T16:13:20-07:00 2022-12-31 990 2022-01-01 814611816 HAWAII INVESTMENT READY HAWA 8083421037 44-527 A Kaneohe Bay Drive Kaneohe HI 96744 Keoni Lee CEO 4083161922 2023-06-30 1 1 11 1 AAL2 2022 2023-04-26 12:10:37Z Lisa Kleissner PO box 218 Big Sur CA 93920 1054408 0 X www.hiready.net X 2017 HI Education and capacity building for social for profits and nonprofits, and for government, philanthropy, and the private sector addressing social and environmental challenges in Hawaii. 3 0 0 6 0 0 838700 1027518 0 0 500 500 34625 26390 873825 1054408 58798 287613 0 0 317702 472727 0 0 0 222647 287758 599147 1048098 274678 6310 855471 811781 199900 149900 655571 661881 Education and capacity building for both the entrepreneurs and funders (philanthropy, government, and private) that are collectively addressing social and environmental challenges in Hawaii. 0 0 555602 201316 13990 Hawaii Investment Ready Cohort Program. Capacity building and technical assistance through direct and virtual engagement and teaching in a cohort setting for Hawaii for profit and nonprofit social enterprises working to solve social and environmental challenges. Business coaching for cohort and program alumni post-program, year round. 255000 341250 0 Farm Link Hawaii - in support of Farm Link's Equitable Access & Supply Building Program expenses. 89042 30000 0 Kukulu - Online Collaborative Researching platform that provides an aggregated view on community needs statewide, enabling strategic decision-making, optimally leveraged capital resources and catalytic impact. It facilities between philanthropy and community, allowing resources to be deployed efficiently. 82323 454952 12400 The remaining programs include Debt Fund Management, Hawaii Food Systems Captial Scan (a research project looking at the supply and demand of capital in Hawaii's food systems, Technical Assistance Services provided to social for profits and nonprofit , Unrestricted Funds which are used to offset grant shortfalls in the programs area and Operations. 82323 454952 12400 981967 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 13 0 0 0 0 0 0 0 0 0 0 X 3 0 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 HI X Margaret Peebles 8083421037 44-527A Kaneohe Bay Drive Kaneohe HI 96744 Keoni Lee CEO/Director 40 X X X 158500 0 0 Miwa Tamanaha Communications Manager 40 0 X 75708 0 0 Margaret Peebles Program Manager 40 0 X 58422 0 0 Maria-Elena Caprio Program Manager 40 0 X 56647 0 0 Chloe Hartwell Communications Manager 40 0 X 48467 0 0 Lisa Kleissner President 30 0 X 0 0 0 Neil Hannahs Secretary/Treasurer 1 0 X 0 0 0 397744 0 0 1 0 1 0 0 0 0 0 0 0 1027518 0 1027518 0 0 0 0 0 500 500 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Fees for coaching social enterprises 611430 26390 26390 0 0 0 0 0 0 26390 1054408 26890 0 0 X 287613 287613 402106 349415 52691 27652 27652 42969 42969 5600 5600 126108 122508 3600 13135 10635 2500 296 296 12089 12089 79075 79055 20 1929 1929 Subscriptions 5712 2193 3519 0 Program Supplies 26974 26655 319 0 Business Fees 1141 533 608 Professional Development 15699 15050 649 0 1048098 981967 66131 0 596713 556316 7583 7542 251175 247923 855471 811781 0 0 0 0 0 0 0 0 0 0 199900 149900 199900 149900 X 405947 505223 249624 156658 655571 661881 855471 811781 X 6310 0 0 0 0 0 X 0 0 0 X 268425 330500 696500 838700 1027518 3161643 0 0 0 0 0 0 0 0 0 0 268425 330500 696500 838700 1027518 3161643 3161643 0 0 167 500 500 1167 0 0 0 0 0 0 0 0 0 0 3162810 0.99963 0.99972 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 Hui Makaainana o Makana PO Box 1225 Hanalei HI 96714 990344133 10000 Pilot program for education and training to diversify their revenue resources with a focus on earned revenue streams. To provide technical assistance to develop investment opportunity for each organization. Hui Malama i Ke Ala Ulili PO Box 6 Paauilo HI 96776 371799081 10000 Pilot program for education and training to diversify their revenue resources with a focus on earned revenue streams. To provide technical assistance to develop investment opportunity for each organization. IWIKUA PO Box 851 Waimea HI 96796 475593452 10000 Pilot program for education and training to diversify their revenue resources with a focus on earned revenue streams. To provide technical assistance to develop investment opportunity for each organization. Farm Link Hawaii Inc PO Box 384 Waialua HI 96791 883077553 255000 In support of Farm Link's Equitable Access & Supply Building Program. 3 3 Schedule I, Part I, Line 2 Schedule I, Part I, Line 2 - Financial reporting as agreed to in contract. X 0 0 0 0 0 0 0 0 0 Keoni Lee CEO/Director 158500 0 0 0 0 0 0 0 0 0 158500 0 130831 0 Form 990, Part VI, Section A, Line 2 Form 990, Part VI, Section A, Line 2 - Margaret Peebles, Program Manager is the sister of a board member. Form 990, Part VI, Section B, Line 11b Form 990, Part VI, Section B, Line 11b - Draft of tax return is provided at a special meeting of the board of directors electronically. Board of Directors reviews and votes to approve the document according to the organization's bylaws as documented by approval via email. All board members must approve. Form 990, Part VI, Section B, Line 12c Form 990, Part VI, Section B, Line 12c - A board member may feel that, he, she or another board member may have actual or perceived conflict of interest regarding any one or more topics of discussion (via email, conference call, or in person) and/or decision discussion and/or decision making. Otherwise, a decision will be reached by all the other board member(s) under question, as to making. In such case, any board member(s) with actual or perceived conflict of interest shall disclose this, and recuse themselves from whether or not such a board member(s) should be excused from discussion making for this (these) agenda item(s). Form 990, Part VI, Section B, Line 15 Form 990, Part VI, Section B, Line 15 - CEO/Director Keoni Lee was compensated $158500 in wages for 2022. Amount was based on average non profit CEO compensation determined through market research. Form 990, Part VI, Section C, Line 19 Form 990, Part VI, Section C, Line 19 - The organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year upon request. Form 990, Part IX, Line 11g Form 990, Part IX, Line 11g - Coaches -Consultants: 66870k Contractors: 59238k Form 990, Part XI, Line 9 Form 990, Part XI, Line 9 On 7/31/2020 Ceres Trust signed a (2PRI) with Hawaii Investment Ready to further it's charitable interests, under the revenue code 1986 , as amended (the code). Principle balance due on May 31, 2024. On November 16, 2022 Ceres Trust converted the loan (2PRI) to an unrestricted grant