2023-11-15T20:08:07-06:00 2022-12-31 943108253 NOVOGRADAC & COMPANY LLP 211 E OCEAN BLVD 6TH FLOOR LONG BEACH CA 90802 990 2022-01-01 990143109 HALE MAHAOLU HALE 8088724100 200 HINA AVENUE KAHULUI HI 96732 VALERIE M K MATSUNAGA TREASURER 8088724100 2023-11-15 1 VALERIE K MATSUNAGA 999009999 0 BRENT PARKER P01298561 5624329482 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z VALERIE M K MATSUNAGA 200 HINA AVENUE KAHULUI HI 96732 14284733 0 X WWW.HALEMAHAOLU.ORG X 1967 HI TO DEVELOP AND MAINTAIN LOW-INCOME AND ELDERLY HOUSING PROJECTS AND OTHER RELATED PROGRAMS TO BENEFIT THE ELDERLY. 15 15 124 1 0 0 873247 862660 13273361 12815541 362941 463755 145484 142777 14655033 14284733 0 0 0 0 7720909 7619237 0 0 159578 5191455 5339610 12912364 12958847 1742669 1325886 62797850 61742346 11221585 10713326 51576265 51029020 X TO DEVELOP AND MAINTAIN LOW-INCOME AND ELDERLY HOUSING PROJECTS AND OTHER RELATED PROGRAMS TO BENEFIT THE ELDERLY. 0 0 3212382 4994702 TO PROVIDE RENTAL HOUSING TO LOW INCOME AND ELDERLY INDIVIDUALS. 816449 76055 TO PROVIDE ASSISTANCE AND FINANCIAL AID TO THE ELDERLY AND TO ENABLE THEM TO PURCHASE IN-HOME PERSONAL CARE ATTENDANT SERVICE. 764227 2372998 TO PROVIDE MEALS TO ELDERLY INDIVIDUALS. 7497058 5371786 HALE MAHAOLU - PROVIDED SUPPORT FOR ALL PROGRAMS INCLUDING ITS OTHER AFFILIATED AGENCIES NOT INCLUDED IN THIS FORM 990. 7497058 5371786 12290116 1 1 0 0 0 0 0 0 0 0 1 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 34 0 1 124 1 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 1 1 X X HALE MAHAOLU 8088724100 200 HINA AVENUE KAHULUI HI 96732 GERALD HIYAKUMOTO DIRECTOR 0.08 0.92 X 0 0 0 TERI HAMASAKI 2ND VICE PRESIDENT 0.08 0.92 X 0 0 0 VALERIE MATSUNAGA TREASURER 0.08 0.92 X X 0 0 0 PATRICIA TOMITA DIRECTOR 0.08 0.92 X X 0 0 0 BERNICE LU DIRECTOR 0.08 0.92 X X 0 0 0 TERVOR TOKISHI 1ST VICE PRESIDENT 0.08 0.92 X X 0 0 0 GARY WATANABE DIRECTOR 0.08 0.92 X 0 0 0 TOM WELCH DIRECTOR 0.08 0.92 X 0 0 0 JERRYBETH DEMELLO DIRECTOR 0.08 0.92 X 0 0 0 ANDERS LYONS PRESIDENT 0.08 0.92 X X 0 0 0 AIMEE YATSUSHIRO DIRECTOR 0.08 0.92 X 0 0 0 MANUEL SUGUITAN DIRECTOR 0.08 0.92 X 0 0 0 DON FUJIMOTO SECRETARY 0.08 0.92 X 0 0 0 WILLIAM KINAKA DIRECTOR 0.08 0.92 X 0 0 0 ERIC CHANG DIRECTOR 0.08 0.92 X 0 0 0 GRANT CHUN EXECUTIVE DIRECTOR 3.33 36.67 X 255227 0 64000 BRANDON HIGASHI HOUSING DIRECTOR 3.33 36.67 X 120140 0 0 CANDIS WILKINSON CONTROLLER 3.33 36.67 X 144551 0 0 PAIGE MAMUAD HR DIRECTOR 3.33 36.67 X 133520 0 0 653438 0 64000 4 0 1 0 0 803685 58975 862660 LOW INCOME/ELDERLY HOUSING 531110 10111690 10111690 SUPPORT SERVICES 624100 2372998 2372998 MEALS 624210 330853 330853 12815541 463755 463755 TENANT CHARGES 531390 97670 97670 LAUNDRY & VENDING 531390 45107 45107 142777 14284733 12815541 0 606532 255227 58702 191421 5104 5566747 5427753 27658 111336 337115 300573 29801 6741 983143 887975 75505 19663 477005 430831 36634 9540 27911 24059 3852 77250 64055 13195 784460 699461 84999 9390 4780 4610 374087 345327 24465 4295 526145 524069 2076 10129 4331 2899 2899 1096713 1096713 680161 674720 5441 347591 344741 2850 MEALS 980038 980038 MAINTENANCE SUPPLIES 345955 345955 BAD DEBT 44474 44474 MISC. TAX, LISCENSES, P 24758 24758 10548 6801 3747 12958847 12290116 509153 159578 2860844 3796243 3370196 3407104 147949 188913 797135 579179 10509604 10649161 18474 40988 176430 221348 35555848 20270471 15687205 15285377 14257611 12535975 14972402 15038058 62797850 61742346 1245735 1247576 9588344 9134841 387506 330909 11221585 10713326 X 51538040 50866010 38225 163010 51576265 51029020 62797850 61742346 1325886 -1873131 0 X 0 1 X 1 0 X 2740460 9307294 6095814 873247 826660 19843475 10197145 11513873 10903417 13273361 13169311 59057107 61262 54889 57050 53865 47107 274173 12998867 20876056 17056281 14200473 14043078 79174755 0 0 0 79174755 519237 525052 559983 362941 463755 2430968 519237 525052 559983 362941 463755 2430968 213828 93569 91274 91633 97670 587974 13731932 21494677 17707538 14655047 14604503 82193697 0.96330 0.96500 0.02960 0.02760 X PART III, LINE 12 - OTHER INCOME DETAIL TENANT CHARGES: $543,015 MISCELLANEOUS: $44,959 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5823018 5823018 27811694 19412350 8399344 1921136 858121 1063015 15285377 INVESTMENTS 12400168 F INVESTMENTS-457(B) DEF COMP PLAN 135807 F 12535975 RESERVES 6794129 INVESTMENT IN HALE MAHAOLU LLC 2858824 ESCROW DEPOSITS 206842 SECURITY DEPOSITS 141399 LOAN COSTS, NET OF AMORTIZATION 9996 MISCELLANEOUS ASSETS 7971 INVESTMENT IN LOKENANI HALE 5000000 ROU ASSETS 18897 15038058 OTHER DEPOSITS 34806 DEPOSITS 141399 DEFERRED COMPENSATION LIABILITY 135807 ROU LIABILITY 18897 330909 16639607 2354874 2354874 14284733 0 14284733 18500754 1873131 3668776 5541907 12958847 0 12958847 PART XI, LINE 2D - OTHER ADJUSTMENTS: REVENUE REPORTED SEPERATELY FOR TAX PURPOSES PART XII, LINE 2D - OTHER ADJUSTMENTS: EXPENSES REPORTED SEPERATELY FOR TAX PURPOSES X X X X 0 0 0 0 0 0 0 0 0 GRANT CHUN EXECUTIVE DIRECTOR 255227 0 0 0 0 0 0 0 64000 0 319227 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B ORGANIZATION'S PROCESS TO REVIEW FORM 990 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. FORM 990, PART VI, SECTION B, LINE 12C ENFORCEMENT OF CONFLICTS POLICY 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. FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION PROCESS FOR TOP OFFICIAL THE COMPENSATION COMMITTEE REVIEWS THE EXECUTIVE DIRECTOR'S COMPENSATION ANNUALLY. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. HM EHIKU LLC 200 HINA AVENUE KAHULUI HI 96732 202731996 HOUSING HI 15 2359408 N/A HALE MAHAOLU AKAHI INC 200 HINA AVENUE KAHULUI HI 96732 990351979 HOUSING HI 501C 10 N/A 0 HALE MAHAOLU EKOLU INC 200 HINA AVENUE KAHULUI HI 96732 990266121 HOUSING HI 501C 10 N/A 0 HALE MAHAOLU EHA INC 200 HINA AVENUE KAHULUI HI 96732 990302883 HOUSING HI 501C 10 N/A 0 HALE MAHAOLU ELIMA INC 200 HINA AVENUE KAHULUI HI 96732 990312168 HOUSING HI 501C 10 N/A 0 HALE MAHAOLU HOME PUMEHANA II INC 200 HINA AVENUE KAHULUI HI 96732 990330585 HOUSING HI 501C 10 N/A 0 HALE MAHAOLU LAHAINA SURF INC 200 HINA AVENUE KAHULUI HI 96732 990351981 HOUSING HI 501C 10 N/A 0 HALE MAHAOLU EHIKU INC 200 HINA AVENUE KAHULUI HI 96732 990330582 HOUSING HI 501C 10 N/A 0 HALE MAHAOLU EHIKU II INC 200 HINA AVENUE KAHULUI HI 96732 020675730 HOUSING HI 501C 10 N/A 0 HALE MAHAOLU EONO (5) INC 200 HINA AVENUE KAHULUI HI 96732 990351982 HOUSING HI 501C 10 N/A 0 HALE MAHAOLU EONO INC 200 HINA AVENUE KAHULUI HI 96732 990330583 HOUSING HI 501C 10 N/A 0 HALE MAHAOLU EWALU INC 200 HINA AVENUE KAHULUI HI 96732 463161865 HOUSING HI 501C 10 N/A 0 HALE MAHAOLU EWALU II INC 200 HINA AVENUE KAHULUI HI 96732 463215790 HOUSING HI 501C 10 N/A 0 TRI-ISLE PERSONAL CARE INC 200 HINA AVENUE KAHULUI HI 96732 134341854 PERSONAL CARE HI 501C 10 N/A 0 HALE MAHAOLU HOME PUMEHANA I INC 200 HINA AVENUE KAHULUI HI 96732 813504058 HOUSING HI 501C 10 N/A 0 0 1 0 1 0 0 0 0 0 0 0 1 0 1 1 0 1 0 0