2024-11-11T17:39:43-06:00 2024-06-30 941481988 BOWMAN & COMPANY LLP 10100 TRINITY PARKWAYSTE 310 STOCKTON CA 95219 990 2023-07-01 205325361 HOUSING AND LAND ENTERPRISE OF MAUI HOUS 8082446110 190 NORTH CHURCH STREET WAILUKU HI 96793 DAWN DEREGO PRESIDENT 8082446110 2024-11-04 1 0 TARA EASTWOOD P00539129 2094731040 2024-10-30 2023 2024-10-15 13:58:12Z NA HALE O MAUI DAWN DEREGO 190 NORTH CHURCH STREET WAILUKU HI 96793 4937175 0 X WWW.NAHALEOMAUI.ORG X 2006 HI TO SECURE AND PRESERVE A PERMANENT SUPPLY OF AFFORDABLE HOUSING ALTERNATIVES FOR LOW AND MODERATE INCOME HOUSEHOLDS IN MAUI COUNTY. 10 10 6 13 0 0 502267 4808263 26511 48227 56519 64976 70040 15709 655337 4937175 0 0 0 0 267022 243009 0 0 26503 76235 134160 343257 377169 312080 4560006 10422825 14978750 38048 33967 10384777 14944783 TO SECURE AND PRESERVE A PERMANENT SUPPLY OF AFFORDABLE HOUSING ALTERNATIVES FOR LOW AND MODERATE INCOME HOUSEHOLDS IN MAUI COUNTY. 0 0 270412 48227 THE GOAL OF THE ORGANIZATION IS TO PROVIDE OPPORTUNITIES AND TO PRESERVE THE QUALITY AND AFFORDABILITY OF HOUSING FOR LOW TO MODERATE INCOME PERSONS. THE ORGANIZATION ACQUIRES AND REHABILITATES ABANDONED AND FORECLOSED SINGLE FAMILY HOMES AND BUILDS NEW SINGLE FAMILY HOMES FOR QUALIFIED LOW AND MODERATE INCOME HOUSEHOLDS. 270412 1 1 0 0 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 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 5 0 1 6 1 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 HI X X CASSANDRA J ABDUL 8082446110 190 NORTH CHURCH STREET WAILUKU HI 96793 CASSANDRA ADBUL EXECUTIVE DIRECTOR 40.00 X X 138930 0 14823 DAWN DEREGO PRESIDENT 1.00 X X 0 0 0 DAVID DELEON VICE PRESIDENT 1.00 X X 0 0 0 DAVE WARD TREASURER 1.00 X X 0 0 0 CHERYL REITZ SECRETARY 1.00 X X 0 0 0 LAVY SISOUVONG DIRECTOR 1.00 X 0 0 0 CARRIE DEMOTT DIRECTOR 1.00 X 0 0 0 MICHAEL TROTTO DIRECTOR 1.00 X 0 0 0 NICOLE SPALDING SMITH DIRECTOR 1.00 X 0 0 0 HONORATO MARTINEZ DIRECTOR 1.00 X 0 0 0 138930 0 14823 1 0 0 0 0 432 1008618 3799213 3664100 4808263 COMMISSIONS 532000 28125 28125 GROUND LEASE FEES 532000 20102 20102 48227 64976 64976 MISCELLANEOUS REVENUE 900099 15709 15709 15709 4937175 48227 0 80685 161752 115137 34162 12453 54937 41021 11017 2899 2862 1047 908 907 23458 17517 4703 1238 23200 12686 8411 2103 10204 5580 3699 925 396 396 12090 8736 2304 1050 3724 3089 579 56 5981 2394 2665 922 444 368 69 7 1064 1038 24 2 10570 5285 2643 2642 27257 20923 5544 790 LAHAINA FIRE SUPPORT FU 32900 32900 TAX AND LICENSE 6330 2295 3526 509 377169 270412 80254 26503 131149 75569 2008386 1761708 94079 89078 460314 1195719 5445 8832 11948507 100663 7723452 11847844 10422825 14978750 38048 33967 38048 33967 X 10384777 14928783 16000 10384777 14944783 10422825 14978750 4560006 0 X X 0 1 X 0 0 X 1066755 736749 621996 502267 4808263 7736030 1066755 736749 621996 502267 4808263 7736030 7736030 806 3489 56519 64976 125790 17045 24874 25364 26511 15709 109503 7971323 0.97050 0.95740 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: LEASE FEES - 2019 AMOUNT: $ 16,580. 2020 AMOUNT: $ 24,874. 2021 AMOUNT: $ 25,364. 2022 AMOUNT: $ 26,511. OTHER - 2019 AMOUNT: $ 465. 2023 AMOUNT: $ 15,709. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 11650290 11650290 287172 90601 196571 11045 10062 983 11847844 X 4937175 0 4937175 0 4937175 377169 0 377169 0 377169 PART X, LINE 2: THE ORGANIZATION HAS BEEN GRANTED TAX-EXEMPT STATUS BY THE INTERNAL REVENUE SERVICE UNDER IRC SECTION 501(C)(3). THE ORGANIZATION IS CLASSIFIED BY THE INTERNAL REVENUE SERVICE AS AN OTHER-THAN-PRIVATE FOUNDATION. ACCORDINGLY, NO PROVISION FOR FEDERAL AND STATE INCOME TAXES HAS BEEN MADE IN THE ACCOMPANYING FINANCIAL STATEMENT. THE ORGANIZATION'S FORM 990, RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, ARE SUBJECT TO EXAMINATION BY THE IRS, GENERALLY FOR THREE YEARS AFTER THEY WERE FILED. X 1 3664100 FMV 0 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE MEMBERSHIP IS MADE UP OF HOMEOWNERS WHO PURCHASE HOMES ON THE LAND HELD IN THE TRUST AND OF INDIVIDUALS WHO PAY THE MEMBERSHIP FEES. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERSHIP ELECTS THE BOARD OF DIRECTORS. THE BOARD OF DIRECTORS ELECT THE EXECUTIVE COMMITTEE OF THE BOARD. FORM 990, PART VI, SECTION A, LINE 7B THE MEMBERSHIP APPROVES THE SALE OF ANY LAND HELD IN THE TRUST, THEY ESTABLISH AND CAN ALTER THE RESALE FORMULA OF THE HOMES, AND THEY MUST APPROVE THE DISSOLUTION OF THE CORPORATION. FORM 990, PART VI, SECTION B, LINE 11B REVIEW PROCESS FOR THE 990 REQUIRES THE 990 BE DISTRIBUTED TO THE PRESIDENT, OFFICERS, AND DIRECTORS FOR REVIEW PRIOR TO FILING RETURN WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C A BOARD MEMBER MUST IMMEDIATELY DISCLOSE ANY CONFLICT OF INTEREST TO THE BOARD, AS OUTLINED IN THE GOVERNING DOCUMENTS. ANY CONFLICTS ARE DISCUSSED AT THE BOARD LEVEL. THE ORGANIZATION REQUIRES THAT ALL BOARD MEMBERS ANSWER AN ANNUAL DISCLOSURE QUESTIONNAIRE, WHICH IS KEPT ON FILE. FORM 990, PART VI, SECTION B, LINE 15A ON A YEARLY BASIS THE COMMITTEE REVIEWS COMPARABLE LOCAL NON-PROFIT EXECUTIVE SALARIES. THE COMMITTEE REVIEWS THE PERFORMANCE OF THE EXECUTIVE DIRECTOR AND ORGANIZATION IN TERMS OF ACCOMPLISHING THE MISSION OF THE ORGANIZATION, AND SETS THE EXECUTIVE DIRECTOR'S SALARY. THE EXECUTIVE DIRECTOR REVIEWS AND SETS ADMINISTRATIVE PERSONNEL SALARIES. THE BOARD THEN APPROVES THE BUDGET, WHICH INCLUDES THE ADMINISTRATIVE SALARIES. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS ARE MADE AVAILABLE FOR REVIEW AT THE ORGANIZATION'S OFFICE DURING NORMAL BUSINESS HOURS. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS NOT CHANGED EITHER ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR.