2024-06-17T08:37:02-05:00 2022-12-31 454084437 WARREN AVERETT LLC 2500 ACTON ROAD BIRMINGHAM AL 35243 990 2022-01-01 274710855 HUI HULIAU HUIH 4129990937 4017 W MARTIN LUTHER KING JR BLVD TAMPA FL 33614 CARTER JOHNSON CHIEF FINANCIAL OFFICER 4129990937 2023-11-15 1 CARTER JOHNSON 999009999 1 MEGAN RANDOLPH P00989558 2059794100 2024-06-14 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z X X CARTER JOHNSON 4017 W MARTIN LUTHER KING JR BLVD TAMPA FL 33614 34363952 0 X WWW.HUIHULIAU.COM X 2010 HI OUR MISSION IS TO STRENGTHEN OUR COMMUNITIES, MAKE A POSITIVE IMPACT ON THE LIVES WE TOUCH, AND PROVIDE A BRIGHTER FUTURE FOR THE NATIVE HAWAIIAN PEOPLE THROUGH EDUCATION, ECONOMIC OPPORTUNITIES, AND THE PRESERVATION OF THE HAWAIIAN LANGUAGE AND CULTURE. 3 0 0 50 25912236 25557986 0 5232011 0 28638117 0 -2720635 -1626131 -6176 -1626131 31143317 0 493141 0 0 0 0 0 0 0 925239 4566154 925239 5059295 -2551370 26084022 5290398 18581882 5830565 7704697 -540167 10877185 X OUR MISSION IS TO STRENGTHEN OUR COMMUNITIES, MAKE A POSITIVE IMPACT ON THE LIVES WE TOUCH, AND PROVIDE A BRIGHTER FUTURE FOR THE NATIVE HAWAIIAN PEOPLE THROUGH EDUCATION, ECONOMIC OPPORTUNITIES, AND THE PRESERVATION OF THE HAWAIIAN LANGUAGE AND CULTURE. 1 0 4804295 238141 25911306 HUI HULIAU LEASED 2.5 ACRES IN WAIANAE IN FEBRUARY 2022 AND BEGAN BUILDING A LEARNING CENTER WITH CLASSROOMS AND AN IT LAB, AN AQUAPONICS FARMING SYSTEM, VARIED FRUIT TREES, AND A NATIVE PLANT NURSERY TO SERVE MULTIPLE NEEDS IN THE WAIANAE COMMUNITY. THIS FACILITY WILL HOST FREE TECHNOLOGY COURSES FOR YOUNG PEOPLE IN SUPPORT OF HAWAII'S WORKFORCE DEVELOPMENT PROGRAM, OFFER INTERACTIVE CULTURAL EXPERIENCES FOR GRADE SCHOOL CHILDREN, AND GROW FOOD FOR THOSE IN NEED. IN 2022 HUI HULIAU INVESTED $273K ESTABLISHING THIS LEARNING CENTER. 149000 149000 0 HUI HULIAU MADE MULTIPLE CASH DONATIONS TO NONPROFIT ORGANIZATIONS THAT SERVE NATIVE HAWAIIANS ALONG THE WAIANAE COAST WHICH DIRECTLY SUPPORT KEIKI (YOUTH) PROGRAMS, EDUCATIONAL PROGRAMS, FINANCIAL AWARDS/SCHOLARSHIPS, KUPUNA (ELDER) SUPPORT, KOA KAHIKO (VETERANS) SUPPORT, AND OTHER PROJECTS AND PROGRAMS THAT PRESERVE THE RICH HAWAIIAN CULTURE. IN 2022 HUI HULIAU MADE $149K IN CONTRIBUTIONS TO OTHER NONPROFIT ORGANIZATIONS. 106000 106000 0 HUI HULIAU ESTABLISHED A GRANT PROGRAM FOR HUI HULIAU HOU TO PROVIDE ONGOING SUPPORT OF HUI HULIAU HOU'S EFFORTS IN ESTABLISHING VOCATIONAL TRAINING PROGRAMS FOR UNDERPRIVILEGED YOUTH IN THE WAIANAE COMMUNITY. IN 2022 HUI HULIAU CONTRIBUTED $106K IN GRANTS TO HUI HULIAU HOU. 5059295 1 1 0 0 0 0 0 0 0 0 1 0 1 0 1 1 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 1 1 1 0 0 1 1 0 1 0 1 1 0 0 0 0 0 0 0 0 0 X 3 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 0 0 0 0 0 X ROBYN ORTOLANO 4129990937 4017 W DR MARTIN LUTHER KING JR TAMPA FL 33614 ADRIAN NAKEA SILVA BOARD CHAIRMAN 20.00 20.00 X X 0 536841 9945 MICHAEL O'CONNELL BOARD MEMBER 20.00 20.00 X X 0 535154 9745 DERYL WRIGHT CHIEF EXECUTIVE OFFICER 20.00 20.00 X X 0 537390 13200 TERRY CLARK PRESIDENT 20.00 20.00 X 0 459570 1528 HOWARD RUSSELL CFO 20.00 20.00 X 0 448032 18587 MARK BAINES COO 20.00 20.00 X 0 369911 1324 JIN HARVILLA CAO 20.00 20.00 X 0 187280 2088 0 3074178 56417 0 0 1 0 0 5232011 5232011 PASSTHROUGH INCOME - TELECOMMUNIC 517000 29445192 29445192 PASSTHROUGH INCOME - CONSUMER CRE 541990 2664516 2664516 PASSTHROUGH INCOME - EMPLOYMENT S 561300 -1688422 -1688422 PASSTHROUGH INCOME - CONSTRUCTION 236110 -1783169 -1783169 28638117 500000 3220635 -2720635 -2720635 -2720635 OTHER INCOME 900099 -930 -930 PASSTHROUGH INCOME - OTHER 900099 -5246 -5246 -6176 31143317 -930 25912236 0 493141 493141 244056 244056 31385 31385 2692 2692 516 516 8781 8781 TAXES 4124148 4124148 OTHER EXPENSES 130919 130919 DUES AND SUBSCRIPTIONS 20288 20288 TRAINING EXPENSES 2419 2419 950 950 5059295 5059295 0 0 573803 4860241 0 610300 1303623 1303623 417985 2063 1032 415922 11391796 3411940 5290398 18581882 631369 2213719 2000000 2000000 3199196 3490978 5830565 7704697 X -540167 10877185 -540167 10877185 5290398 18581882 X 26084022 -527915 -14138755 X X 1 X 0 1 0 X 50766 5232011 5282777 50766 5232011 5282777 4110948 1171829 23033476 23033476 28316253 0.04140 0.50240 X PART II, SECTION B, LINE 9 HUI HULIAU IS A NATIVE HAWAIIAN ORGANIZATION (NHO) FOUNDED IN 2010. NHO'S ARE NONPROFIT COMMUNITY SERVICE ENTITIES WHICH SUPPORT THE NATIVE HAWAIIAN COMMUNITY AS DEFINED BY THE SMALL BUSINESS ADMINISTRATION (SBA). DEEPLY ROOTED IN FEDERAL LAW, AN NHO'S PURPOSE IS TO PROVIDE SUPPORT FOR THE NATIVE HAWAIIAN COMMUNITY THROUGH ITS MAJORITY OWNERSHIP AND OPERATION OF ONE OR MORE SMALL BUSINESS 8(A) FOR-PROFIT ENTITIES. THE NHO'S ABILITY TO ACHIEVE ITS CONGRESSIONAL MANDATE IS, THEREFORE, DIRECTLY IMPACTED BY THE SUCCESS OF ITS SMALL BUSINESS 8(A) ENTITIES. THROUGH INVESTMENTS IN THE FOR-PROFIT ENTITIES, HUI HULIAU SUPPORTS KEIKI (YOUTH) PROGRAMS, EDUCATIONAL PROGRAMS, FINANCIAL AWARDS/SCHOLARHSIPS, KUPUNA (ELDER) SUPPORT, KOA KAHIKO (VETERANS) SUPPORT, AND OTHER PROJECTS AND PROGRAMS THAT PRESERVE THE RICH HAWAIIAN CULTURE. IN 2022, HUI HULIAU'S FOR PROFIT INVESTMENTS WERE AWARDED SEVERAL LARGE CONTRACTS AT THE END OF THE YEAR. THESE AWARDS ALLOW HUI HULIAU TO PROVIDE GREATER SUPPORT FOR ITS MISSION BUT DUE TO TIMING OF THE AWARD, THE FOR PROFIT ENTITIES WERE UNABLE TO MAKE RELATIVE CHARITABLE GIFTS TO THE ORGANIZATION BEFORE YEAR END. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 159634 2063 157571 258351 258351 415922 INVESTMENT - PONO AINA MANAGEMENT, LLC 362274 F INVESTMENT IN JOINT VENTURE 100000 F INVESTMENT - HUI HULIAU TECHNOLOGY SERVICES, INC, 1190255 F INVESTMENT - ADVANCED C4 SOLUTIONS, INC. 13902122 F INVESTMENT - INTERNATIONAL CONSTRUCTION, INC. -1639695 F INVESTMENT - 4P MANAGEMENT COMPANY, LLC -67248 F INVESTMENT - HUI HULIAU DEFENSE SYSTEMS, LLC -158702 F INVESTMENT - HUI HULIAU STAFFING, INC, -1926712 F INVESTMENT - CEDAR INTERNATIONAL SERVICES, LLC -370498 F 11391796 DUE TO RELATED PARTY 2250258 CASH IN TRANSIT 1240720 3490978 X PART X, LINE 2: HUI HULIAU AND ITS SUBSIDIARIES FILE INCOME TAX RETURNS IN THE U.S. FEDERAL JURISDICTION AND IN VARIOUS STATE JURISDICTIONS. AS OF DECEMBER 31, 2022, MANAGEMENT ASSESSED WHETHER THERE WERE ANY UNCERTAIN TAX POSITIONS THAT MAY GIVE RISE TO INCOME TAX LIABILITIES AND DETERMINED THAT THERE WERE NO SUCH MATTERS REQUIRING RECOGNITION IN THE ACCOMPANY CONSOLIDATED FINANCIAL STATEMENTS. HUI HULIAU AND ITS SUBSIDIARIES HAVE FILED THEIR TAX RETURNS THROUGH DECEMBER 31, 2021. THE TAX RETURNS FOR THE YEARS ENDED DECEMBER 31, 2018, AND THEREAFTER, ARE SUBJECT TO AUDIT BY TAXING AUTHORITIES. 1 BOYS AND GIRLS CLUBS 13070 N MACDILL AVE TAMPA FL 36607 590624368 501(C)(3) 10000 0 N/A N/A GENERAL SUPPORT FEEDING AMERICA TAMPA BAY INC 4702 TRANSPORT DRIVE BUILDING 6 TAMPA FL 36605 592116576 501(C)(3) 10000 0 N/A N/A GENERAL SUPPORT FISHER HOUSE - BAY PINES 10000 BAY PINES BOULEVARD ST PETERSBURG FL 33708 593206683 20000 0 N/A N/A GENERAL SUPPORT FISHER HOUSE FOUNDATION INC 12300 TWINBROOK PKWY 410 ROCKVILLE MD 20852 113158401 501(C)(3) 20000 0 N/A N/A GENERAL SUPPORT GARY SINISE FOUNDATION PO BOX 40726 NASHVILLE TN 37204 800587086 501(C)(3) 20000 0 N/A N/A GENERAL SUPPORT GLOBAL SPECIAL OPERATIONS FORCES FOUNDATION CORPORATION 3690 W GANDY BLVD 140 TAMPA HI 96797 463930409 501(C)(3) 10000 0 N/A N/A GENERAL SUPPORT KAPPA SCHOLARSHIP ENDOWMENT FUND OF WESTERN PA PO BOX 5013 PITTSBURGH PA 15206 251672589 501(C)(3) 21800 0 N/A N/A YOUTH KIDS R FIRST 1855 SAINT FRANCIS STREET NO 711 RESTON VA 20190 541905551 501(C)(3) 10000 0 N/A N/A GENERAL SUPPORT LIBERTY MANOR FOR VETERANS INC PO BOX 274081 TAMPA FL 336884081 020775720 501(C)(3) 10000 0 N/A N/A GENERAL SUPPORT MAUKA TO MAKAI MAKAHA FOUNDATION INC PO BOX 1006 WAIANAE HI 96792 861745283 501(C)(3) 20000 0 N/A N/A GENERAL SUPPORT METRO MINISTRIES 2001 FREDERICK AVE BALTIMORE MD 21223 582052017 501(C)(3) 10000 0 N/A N/A GENERAL SUPPORT NANAKULI HIGH & INTERMEDIATE SCHOOL 89-980 NANAKULI AVENUE WAIANAE HI 96792 990266482 115 22000 0 N/A N/A GENERAL SUPPORT NATIVE HAWAIIAN CHAMBER PO BOX 597 HONOLULU HI 96809 990207564 501(C)(6) 5500 0 N/A N/A GENERAL SUPPORT AMERICAN LEGION DEPT OF OKLA INC 2401 NW 23RD ST OKLAHOMA CITY OK 73107 730126645 501(C)(19) 20000 0 N/A N/A GENERAL SUPPORT ROLLINS COLLEGE 1000 HOLT AVE - CB 2715 WINTER PARK FL 32789 590624440 501(C)(3) 10000 0 N/A N/A YOUTH SEARIDER PRODUCTIONS FOUNDATION 87-370 MAKAHA VALLEY ROAD WAIANAE HI 96792 452594819 501(C)(3) 25000 0 N/A N/A GENERAL SUPPORT TAMPA HOMELESS OUTREACH INC PO BOX 448 LARGO FL 33778 455069789 501(C)(3) 10000 0 N/A N/A GENERAL SUPPORT WAIANAE HAWAIIAN CIVIC CLUB PO BOX 687 WAIANAE HI 96792 912108389 501(C)(3) 20000 0 N/A N/A GENERAL SUPPORT WAIANAE PROTESTANT CHURCH PO BOX 4038 WAIANAE HI 96792 996005319 501(C)(3) 20000 0 N/A N/A GENERAL SUPPORT WARRIORS ETHOS 801 ROBERT FULTON DRIVE ROOM 440 RESTON VA 20191 462693628 501(C)(3) 10000 0 N/A N/A GENERAL SUPPORT HUI HULIAU HOU PO BOX 587 WAIANAE HI 96792 874184159 501(C)(3) 106262 0 N/A N/A GENERAL SUPPORT 17 4 PART I, LINE 2: THE AMOUNTS WERE SUBSTANTIATED AND APPROVED BY SENIOR MANAGEMENT TO ELIGIBLE ORGANIZATIONS WHICH WERE DEEMED APPROPRIATE. IN ADDITION, HUI HULIAU HOU PROVIDES THE FOLLOWING INFORMATION FOR THE ORGANIZATION TO MONITOR THE USE OF THE FUNDS: - UNAUDITED FINANCIALS - PROGRAMMATIC UPDATES, BOARD REPORTS, AND BUDGETS AS NECESSARY - COPIES OF IRS FORM 990 ONCE COMPLETED AND ANY PERTINENT REPORTS 0 0 0 0 0 0 0 0 0 ADRIAN NAKEA SILVA BOARD CHAIRMAN 0 536841 0 0 0 0 0 9945 0 0 0 546786 0 0 MICHAEL O'CONNELL BOARD MEMBER 0 535154 0 0 0 0 0 9745 0 0 0 544899 0 0 DERYL WRIGHT CHIEF EXECUTIVE OFFICER 0 537390 0 0 0 0 0 13200 0 0 0 550590 0 0 TERRY CLARK PRESIDENT 0 459570 0 0 0 0 0 1528 0 0 0 461098 0 0 HOWARD RUSSELL CFO 0 448032 0 0 0 0 0 18587 0 0 0 466619 0 0 MARK BAINES COO 0 369911 0 0 0 0 0 1324 0 0 0 371235 0 0 JIN HARVILLA CAO 0 187280 0 0 0 0 0 2088 0 0 0 189368 0 0 PART I, LINE 3 THE BOARD OF HUI HULIAU STAFFING, INC., A RELATED ORGANIZATION, AND THE BOARD OF HUI HULIAU REVIEWS AND APPROVES THE COMPENSATION OF THE CEO. FORM 990, PART III, LINE 2 HUI HULIAU LEASED 2.5 ACRES IN WAIANAE IN FEBRUARY 2022 AND BEGAN BUILDING A LEARNING CENTER WITH CLASSROOMS AND AN IT LAB, AN AQUAPONICS FARMING SYSTEM, VARIED FRUIT TREES, AND A NATIVE PLANT NURSERY TO SERVE MULTIPLE NEEDS IN THE WAIANAE COMMUNITY. THIS FACILITY WILL HOST FREE TECHNOLOGY COURSES FOR YOUNG PEOPLE IN SUPPORT OF HAWAII'S WORKFORCE DEVELOPMENT PROGRAM, OFFER INTERACTIVE CULTURAL EXPERIENCES FOR GRADE SCHOOL CHILDREN, AND GROW FOOD FOR THOSE IN NEED. IN 2022 HUI HULIAU INVESTED $273K ESTABLISHING THIS LEARNING CENTER. FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B ALL MEMBERS ARE PROVIDED A DRAFT COPY OF THE 990 PREPARED BY A THIRD PARTY ACCOUNTANT. THE FORM 990 IS FILED AFTER BOARD REVIEW AND APPROVAL. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD MONITORS ANY CHANGES THAT COULD GIVE RISE TO CONFLICTS. FORM 990, PART VI, SECTION C, LINE 19 HUI HULIAU WOULD MAKE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICIES, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: BOOK/TAX DIFFERENCES -14,138,755. FORM 990, PART XII, LINE 1 THE ACCOUNTING METHOD IS "OTHER" FOR MODIFIED ACCRUAL BASIS AS SOME OF THE S-CORPORATIONS ARE REPORTED ON AN ACCRUAL BASIS WHILE OTHERS ARE REPORTED ON A CASH BASIS. FORM 990, PART XII, LINE 2C THE ORGANIZATION HAS NOT CHANGED EITHER ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR. AMENDED RETURN EXPLANATION RETURN IS BEING AMENDED TO ACCOUNT FOR CHANGES TO FLOWTHROUGH INCOME FROM AMENDED K-1S RECEIVED. 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