2024-05-13T18:38:41-05:00 2023-06-30 990169131 N&K CPAS INC 999 BISHOP ST STE 2200 HONOLULU HI 96813 990 2022-07-01 990156407 UNIVERSITY OF HAWAII PROFESSIONAL ASSEMBLY UNIV 8085932157 1017 PALM DRIVE HONOLULU HI 96814 CHRISTIAN FERN EXECUTIVE DIRECTOR 8085932157 2024-05-01 1 CHRISTIAN FERN 999009999 1 WON J LEE P01286148 8085242255 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z CHRISTIAN FERN 1017 PALM DRIVE HONOLULU HI 96814 3712373 0 X WWW.UHPA.ORG X 1974 HI TO SERVE MEMBERS OF BARGAINING UNIT 7 IN MATTERS PERTAINING TO EMPLOYEE REPRESENTATION IN NEGOTIATIONS AND ADMINISTERING THE COLLECTIVE BARGAINING AGREEMENT. 24 22 10 0 0 0 0 0 2777477 2786171 70340 114468 0 0 2847817 2900639 0 0 0 0 1537090 1602913 0 0 0 1231062 993277 2768152 2596190 79665 304449 7470852 7771870 212452 206719 7258400 7565151 TO SERVE MEMBERS OF BARGAINING UNIT 7 IN MATTERS PERTAINING TO EMPLOYEE REPRESENTATION IN NEGOTIATIONS AND ADMINISTERING THE COLLECTIVE BARGAINING AGREEMENT. 0 0 TO SERVE MEMBERS OF BARGAINING UNIT 7 IN MATTERS PERTAINING TO EMPLOYEE REPRESENTATION IN NEGOTIATIONS AND ADMINISTERING THE COLLECTIVE BARGAINING AGREEMENT. 0 0 1 0 0 0 0 0 0 1 0 0 0 0 1 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 1 1 0 0 1 8 0 1 10 1 0 0 0 0 0 0 0 0 X 24 22 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X JOSEPH SAM 8085932157 1017 PALM DRIVE HONOLULU HI 96814 DAVID DUFFY PRESIDENT 4.00 X X 7200 0 0 HAYASHI KARLA VICE PRESIDENT 4.00 X X 0 0 0 RAI SARITA TREASURER 4.00 X X 4800 0 0 OISHI MICHAEL SECRETARY 4.00 X X 0 0 0 AZMAN ROSIANA DIRECTOR 2.00 X 0 0 0 KAMANAMAIKALANI BEAMER DIRECTOR EFF 09/22 2.00 X 0 0 0 GARCIA ALPHIE DIRECTOR 2.00 X 0 0 0 GHORBANI REZA DIRECTOR 2.00 X 0 0 0 GIORDANENGO SAMUEL DIRECTOR UNTIL 12/22 2.00 X 0 0 0 GRAY SARAH DIRECTOR 2.00 X 0 0 0 GUENTNER ERIK DIRECTOR 2.00 X 0 0 0 HALE FRANKIE DIRECTOR 2.00 X 0 0 0 HIGA JASON KENJI DIRECTOR UNTIL 04/23 2.00 X 0 0 0 JAWOROSKI SUSAN DIRECTOR 2.00 X 0 0 0 WU JING DIRECTOR 2.00 X 0 0 0 MEXIA JEFFREY DIRECTOR 2.00 X 0 0 0 NAKAMURA KELLI DIRECTOR 2.00 X 0 0 0 STILL SUSANNE DIRECTOR UNTIL 04/23 2.00 X 0 0 0 SZYMCZAK VICTORIA DIRECTOR 2.00 X 0 0 0 TAKEYA NORMAN DIRECTOR UNTIL 04/23 2.00 X 0 0 0 NUTE KEVIN DIRECTOR 2.00 X 0 0 0 PERRY WENDELL DIRECTOR UNTIL 01/23 2.00 X 0 0 0 BUTLER MARGUERITE DIRECTOR 2.00 X 0 0 0 WHITE PHOEBE DIRECTOR UNTIL 04/23 2.00 X 0 0 0 STEGER MANGRED DIRECTOR 2.00 X 0 0 0 CASKEN JOHN DIRECTOR EFF 04/23 2.00 X 0 0 0 URASAKI LEANNE DIRECTOR EFF 04/23 2.00 X 0 0 0 PORT DANIEL DIRECTOR EFF 04/23 2.00 X 0 0 0 PAULL ROBERT DIRECTOR EFF 04/23 2.00 X 0 0 0 AUMAN ANN DIRECTOR EFF 04/23 2.00 X 0 0 0 FERN CHRISTIAN EXECUTIVE DIRECTOR 50.00 X 239849 0 62090 TAKENO DWIGHT ASSOCIATE EXEC. DIRECTOR 50.00 X 188251 0 56888 SAM JOSEPH ASSOCIATE EXEC. DIRECTOR/COMPTROLLER 50.00 X 188251 0 53521 KARDASH JAMES ASSOCIATE EXEC. DIRECTOR 50.00 X 188251 0 45305 HARTMANN DEBORAH ASSOCIATE EXEC. DIRECTOR 50.00 X 120680 0 22240 937282 0 240044 5 0 1 0 GILL ZUKERAN & SGAN 707 RICHARDS ST 100 HONOLULU HI 96813 LEGAL SERVICES 176542 CYBERCOM INC PO BOX 240596 HONOLULU HI 968240596 COMPUTER CONSULTANT 155380 2 MEMBERSHIP DUES 561000 2786171 2786171 2786171 100326 100326 825876 811734 14142 14142 14142 2900639 2786171 0 114468 301939 948947 131332 137866 82829 203671 53133 11413 14151 68478 185563 RIGHTS MAINT/CONTRACT E 282116 COMMUNICATIONS & PUBLIC 82749 MISCELLANEOUS 58279 RESEARCH/DATA PROC. 33724 2596190 2230661 2624260 842074 72152 115071 116537 40944 54450 4077312 2053088 2021059 2024224 2189369 2879747 31674 500 7470852 7771870 212452 206719 212452 206719 X 7244757 7554331 13643 10820 7258400 7565151 7470852 7771870 X 304449 79777 -77475 X X 0 1 X 1 0 UH PROFESSIONAL ASSEMBLY - PAC 1017 PALM DRIVE HONOLULU HI 96814 460618834 77723 987415 987415 1402140 1054978 347162 1489902 807666 682236 197855 190444 7411 2024224 X 2968032 79777 -12384 67393 2900639 0 2900639 2661281 77475 77475 2583806 12384 12384 2596190 PART X, LINE 2: THE UNIVERSITY OF HAWAII PROFESSIONAL ASSEMBLY (UHPA) IS RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS AN EXEMPT ORGANIZATION UNDER SECTION 501(C)(5) OF THE INTERNAL REVENUE CODE. UHPA RECOGNIZES THE FINANCIAL STATEMENT EFFECTS FROM A TAX POSITION ONLY AFTER DETERMINING THAT THE RELEVANT TAX AUTHORITY WOULD MORE LIKELY THAN NOT SUSTAIN THE POSITION AFTER AN AUDIT BASED ON THE TECHNICAL MERITS OF THE POSITION. UHPA HAS NOT IDENTIFIED ANY UNCERTAIN TAX POSITIONS IN FILED RETURNS THAT REQUIRE DISCLOSURE IN THE ACCOMPANYING FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: INVESTMENT FEES -12,384. PART XII, LINE 2D - OTHER ADJUSTMENTS: UH PROFESSIONAL ASSEMBLY PAC EXPENSES 77,475. PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT FEES 12,384. X 0 0 0 FERN CHRISTIAN EXECUTIVE DIRECTOR 239849 0 0 0 0 0 36014 0 26076 0 301939 0 0 0 TAKENO DWIGHT ASSOCIATE EXEC. DIRECTOR 188251 0 0 0 0 0 28238 0 28650 0 245139 0 0 0 SAM JOSEPH ASSOCIATE EXEC. DIRECTOR/COMPTROLLER 188251 0 0 0 0 0 28238 0 25283 0 241772 0 0 0 KARDASH JAMES ASSOCIATE EXEC. DIRECTOR 188251 0 0 0 0 0 28238 0 17067 0 233556 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS ACTIVE MEMBERS WITH VOTING PRIVILEGES. ACTIVE MEMBERS ARE UNIVERISTY OF HAWAII FACULTY MEMBERS ELIGIBLE FOR COVERAGE UNDER BARGAINING UNIT 07 PURSUANT TO CHAPTER 89 OF THE HAWAII REVISED STATUTES. FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF DIRECTORS ARE ELECTED BY THE ACTIVE MEMBERS OF THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11B THE EXECUTIVE DIRECTOR AND COMPTROLLER REVIEW THE FORM 990 PRIOR TO FILING WITH THE IRS. ADDITIONALLY, THE FORM 990 IS POSTED ON THE ORGANIZATION'S WEBSITE AND AN EMAIL IS SENT TO ALL DIRECTORS ENCOURAGING THEM TO REVIEW THE FORM. FORM 990, PART VI, SECTION B, LINE 12C ANY ACTUAL OR POTENTIAL CONFLICT IS DIRECTED TO THE BOARD VIA THE PRESIDENT OR THE SECRETARY. THE RESPONSIBLE PERSON WITH THE CONFLICT SHALL NOT PARTICIPATE IN ANY DISCUSSIONS RELEVANT TO DETERMINING IF A CONFLICT OF INTEREST EXISTS AND, IF SO, HOW IT WILL BE ADDRESSED. SUCH PERSON MAY, HOWEVER, MAKE A PRESENTATION TO THE BOARD OR RELEVANT BOARD COMMITTEE MEETING TO DISCLOSE THE CONFLICT AND ANSWER ANY QUESTIONS RELEVANT THERETO, BUT, AFTER SUCH PRESENTATION HE/SHE WILL LEAVE THE MEETING DURING THE DISCUSSION OF AND THE VOTE BY THE REMAINING DIRECTORS OR COMMITTEE MEMBERS ON WHETHER THE TRANSACTION OR ARRANGEMENT RESULTS IN THE CONFLICT OF INTEREST. IF IT APPEARS THAT A CONFLICT OF INTREST EXISTS, THE BOARD OR THE CHAIR OF THE RELEVANT BOARD COMMITTEE SHALL, IF APPROPRIATE, APPOINT A DISINTERESTED PERSON OR A BOARD COMMITTEE TO INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT. THE BOARD, OR COMMITTEE THEREOF, SHALL TAKE ALL ACTIONS NECESSARY AND APPROPRIATE TO DEMONSTRATE AND DOCUMENT THE FAIRNESS AND REASONABLENESS OF THE TRANSACTION. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE POSTED ON OUR WEBSITE FOR MEMBERS TO REVIEW. THESE DOCUMENTS ARE NOT AVAILABLE TO THE GENERAL PUBLIC. FORM 990, PART XI, LINE 9: CHANGE IN NET ASSETS OF UH PROFESSIONAL ASSEMBLY - PAC -77,475. FROM 990, PART XII, LINE 2C: THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. UH PROFESSIONAL ASSEMBLY - PAC 1017 PALM DRIVE HONOLULU HI 96814 460618834 POLITICAL EXPENDITURES HI 527 N/A UNIVERSITY OF HAWAII PROFESSIONAL ASSEMBLY 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 0 UH PROFESSIONAL ASSEMBLY - PAC R 77723 AMOUNT TRANSFERRED TO REL. PARTY