2024-11-11T16:27:27-06:00 2023-12-31 770534410 COMPREHENSIVE FINANCIAL MANAGEMENT 720 University Ave 110 Los Gatos CA 95032 990 2023-01-01 454910317 Hawaii Leadership Forum C/O CFM HAWA 4083583316 720 University Ave 110 Los Gatos CA 95032 Avelino J Halagao President 4083583316 2024-11-11 1 0 Dane V Harris P01431614 4083583316 2023 2024-10-15 13:58:12Z X Avelino J Halagao 720 University 110 Los Gatos CA 95032 3075000 0 X www.hawaiileadershipforum.org X 2012 HI The Hawai'i Leadership Forum is dedicated to broad and durable improvements across Hawai'i. 4 2 8 0 0 0 2243000 3075000 0 0 0 0 0 0 2243000 3075000 12115 13150 0 0 824987 1192132 0 0 0 1634016 1473478 2471118 2678760 -228118 396240 1473029 2095367 234135 460233 1238894 1635134 X The Hawai'i Leadership Forum is dedicated to broad and durable improvements across Hawai'i. 0 1 1962407 Omidyar Fellows In 2023, the Omidyar Fellows curriculum was redesigned to a 9-month timeframe in preparation for a Cohort IX launch in 2024. The curriculum develops stronger leaders, more effective organizations, and cross-sector connections that are necessary to collectively create broad and durable improvements in Hawai'i. The Fellows continue after the initial curriculum phase as change agents in service to address the most significant problems facing Hawaii as part of the Forum of Fellows Network. This ongoing and enduring element of the Omidyar Fellows program fosters further collaboration and continues to equip Fellows with skills and supports that enable them to improve the quality of life for Hawai'i's residents. 4732 13150 Systems Sensing and Impact - Facilitating systems thinking, mapping and other systems practices to gain clarity on complex issues, identify leverage points for systems change, inform strategic intent, create learning and adaption plans, and expand collaborative opportunities. 1967139 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 0 1 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 24 0 1 8 1 0 0 0 0 0 0 0 0 0 0 X 4 2 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 HI X Michelle Green 4083583316 720 University Ave Ste 110 Los Gatos CA 95032 X Michael Mohr Pres,Treas,Dir 3.85 X X 0 0 0 Kelvin Taketa Director 1.00 X 0 0 0 Jennifer Sabas Director 1.00 X 0 0 0 Cathy Luke Director 1.00 X 0 0 0 William Coy Senior Coach, Action Learn 40.00 X 195000 0 0 Lisa Leong Producer 40.00 X 153686 0 0 Troy Siruno Project Associate 40.00 X 100100 0 0 Benjamin Trevino Network Coordinator 40.00 X 152667 0 0 601453 0 0 5 0 1 0 0 3075000 3075000 3075000 0 0 0 X 13150 13150 348687 300515 48172 582335 509247 73088 71953 62811 9142 189157 159675 29482 66528 66528 97641 97641 40000 40000 127189 127189 12427 14 12413 11620 11620 86134 28557 57577 44149 43649 500 15195 3705 11490 1574 1574 4075 4075 Seed Funding for Projec 505118 505118 Office CAM Expense 116098 38491 77607 Recruiting Expenses 46773 46773 Learning Supports 37641 37641 261316 137377 123939 2678760 1967139 711621 0 1309398 786005 16159 16159 0 1000000 39107 12822 234431 211988 4932 22443 103433 257938 1473029 2095367 125513 213671 108622 246562 234135 460233 X 256662 627902 982232 1007232 1238894 1635134 1473029 2095367 396240 0 X X 0 1 X 1 0 X 2584000 3981466 2394054 2243000 3075000 14277520 2584000 3981466 2394054 2243000 3075000 14277520 14277520 14277520 1.00000 1.00000 X Part II, Section A, Line 4 Hawaii Leadership Forum provided in-kind occupancy support to Public First Law Center. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 76571 57750 18821 43386 43386 0 114474 110852 3622 22443 Right of Use Asset 257938 257938 Lease Liability 246138 Excise/Sales & Use Tax Payable 424 246562 3203750 128750 128750 3075000 0 3075000 2807510 128750 128750 2678760 0 2678760 1 Public First Law Center 3465 Waialae Avenue Ste 200 Honolulu HI 96816 463490671 501 (c) (4) 0 10300 Fair Market Value In-Kind Occupancy General support Transform Hawaii Government PO Box 1437 Honolulu HI 96813 968061437 501 (c) (3) 0 2850 Fair Market Value In-Kind Grant General support 1 1 Part I, Line 2: Before making a grant to a grantee in the U.S., Hawaii Leadership Forum (HLF) performs due diligence, including determining the grantee's U.S. tax status, performing anti-terrorism checks and making a formal "pre-grant inquiry", as defined in the federal tax regulations, when required. X X 0 0 0 0 0 0 0 0 0 William Coy Senior Coach, Action Learn 180000 0 15000 0 0 0 0 0 0 0 195000 0 0 0 Lisa Leong Producer 143686 0 10000 0 0 0 0 0 0 0 153686 0 0 0 Benjamin Trevino Network Coordinator 142667 0 10000 0 0 0 0 0 0 0 152667 0 0 0 Form 990, Part III, line 3 Live Aloha program was discontinued in 2022. Live Aloha is a grassroots program started in 1993 that believes in the power of collective individual behaviors to build a strong and respectful society. It is centered around a list of everyday actions that anyone can do and includes bumper stickers and decals featuring the iconic "Live Aloha" graphic. In 2022, Live Aloha launched a new website, livealohakakou.org, and held its inaugural "Expressions of Aloha Art Contest" for Hawai'i students with more than 75 art submissions. HLF provided funding for this effort throughout 2022; in 2023, the program will be housed under a different organization. Form 990, Part VI, Section B, line 11b The federal Form 990 is prepared by Comprehensive Financial Management with inputs from Hawaii Leadership Forum staff. A draft of the Form 990 is distibuted to the Hawaii Leadership Forum Chairman and the CEO of Hawaii Community Foundation for review, questions and comments. The draft Form 990 is then edited based on the inputs, and finalized for signature and filing. Form 990, Part VI, Section B, line 12c Hawaii Leadership Forum monitors and enforces its conflict of interest policy by annually reviewing potential conflicts with the trustees, officers, directors and key employees. The policy outlines a process by which Hawaii Leadership Forum evaluates and protects against undue influence by any person who may have a conflict of interest as well as outlines a process if there is a potential violation. The Board reviews the policy on a periodic basis. Form 990, Part VI, Section B, line 15 The process that Hawaii Leadership Forum conducts in determining compensation for officers and key employees (board members are not compensated) includes conducting a compensation benchmark study and analysis for each compensated officer and key employee. The analysis of the study is reviewed for approval of the appropriate compensation. Form 990, Part VI, Section C, line 19 Hawaii Leadership Forum's governing documents, policies and financial statements are available to the public upon request. Form 990, Part IX, line 24e Contract/Temporary Workers: Program service expenses 0. Management and general expenses 32,000. Fundraising expenses 0. Total expenses 32,000. Office Parking: Program service expenses 23,792. Management and general expenses 7,415. Fundraising expenses 0. Total expenses 31,207. Research: Program service expenses 0. Management and general expenses 27,200. Fundraising expenses 0. Total expenses 27,200. Gifts and appreciation: Program service expenses 18,950. Management and general expenses 406. Fundraising expenses 0. Total expenses 19,356. Identity, Communications and Public Relations: Program service expenses 17,762. Management and general expenses 1,535. Fundraising expenses 0. Total expenses 19,297. Online Connection, Services & Hosting: Program service expenses 16,094. Management and general expenses 2,702. Fundraising expenses 0. Total expenses 18,796. Housing Allowance: Program service expenses 17,100. Management and general expenses 900. Fundraising expenses 0. Total expenses 18,000. Program-Event Food & Beverage: Program service expenses 14,481. Management and general expenses 0. Fundraising expenses 0. Total expenses 14,481. Telephone - Office: Program service expenses 4,881. Management and general expenses 9,041. Fundraising expenses 0. Total expenses 13,922. Computer Hardware & Devices: Program service expenses 4,034. Management and general expenses 4,103. Fundraising expenses 0. Total expenses 8,137. Venue Rental: Program service expenses 7,038. Management and general expenses 0. Fundraising expenses 0. Total expenses 7,038. Impact Experiences: Program service expenses 6,635. Management and general expenses 0. Fundraising expenses 0. Total expenses 6,635. Repairs and Maintenance: Program service expenses 0. Management and general expenses 5,812. Fundraising expenses 0. Total expenses 5,812. Excise Tax: Program service expenses 1,693. Management and general expenses 3,413. Fundraising expenses 0. Total expenses 5,106. Miscellaneous Expenses: Program service expenses 0. Management and general expenses 5,000. Fundraising expenses 0. Total expenses 5,000. Printing and Reproduction: Program service expenses 352. Management and general expenses 4,409. Fundraising expenses 0. Total expenses 4,761. Office Furnishings: Program service expenses 0. Management and general expenses 4,125. Fundraising expenses 0. Total expenses 4,125. Telephone - Cellular & Data: Program service expenses 0. Management and general expenses 3,921. Fundraising expenses 0. Total expenses 3,921. Meals - Meetings: Program service expenses 2,453. Management and general expenses 365. Fundraising expenses 0. Total expenses 2,818. Membership and Dues: Program service expenses 1,055. Management and general expenses 1,598. Fundraising expenses 0. Total expenses 2,653. Computer Software: Program service expenses 0. Management and general expenses 2,556. Fundraising expenses 0. Total expenses 2,556. Meetings and Events: Program service expenses 0. Management and general expenses 2,494. Fundraising expenses 0. Total expenses 2,494. Bank/Broker Fees: Program service expenses 0. Management and general expenses 1,713. Fundraising expenses 0. Total expenses 1,713. Books, Publications and Subscriptions: Program service expenses 0. Management and general expenses 1,627. Fundraising expenses 0. Total expenses 1,627. Office Security/Building Patrol: Program service expenses 775. Management and general expenses 0. Fundraising expenses 0. Total expenses 775. Computer Supplies and Technology - Other: Program service expenses 0. Management and general expenses 674. Fundraising expenses 0. Total expenses 674. Postage and Delivery: Program service expenses 0. Management and general expenses 451. Fundraising expenses 0. Total expenses 451. License and Fees: Program service expenses 0. Management and general expenses 350. Fundraising expenses 0. Total expenses 350. Air Conditioning: Program service expenses 78. Management and general expenses 129. Fundraising expenses 0. Total expenses 207. Curriculum Materials: Program service expenses 204. Management and general expenses 0. Fundraising expenses 0. Total expenses 204. Part XII, Line 2c The process for review has not changed from prior year.