2025-05-14T13:59:46-05:00 2024-06-30 261659234 CW ASSOCIATES CPAS 700 BISHOP STREET SUITE 1040 HONOLULU HI 96813 990 2023-07-01 990173804 ALOHA HOUSE INC ALOH 8085798414 200 IKE DRIVE MAKAWAO HI 96768 DR LAURI CALKINS PRESIDENT 8085798414 2025-05-14 1 0 RODNEY M HARANO P00389596 8085311040 2025-05-13 2023 2025-03-06 01:10:19Z DR LAURI CALKINS 200 IKE DRIVE MAKAWAO HI 96768 21263064 0 X WWW.ALOHA-HOUSE.ORG X 1977 HI PROVIDING COMPREHENSIVE BEHAVIORAL HEALTH SERVICES TO INDIVIDUALS AND FAMILIES. 12 12 184 20 0 0 433594 916899 10918628 10353106 208106 60594 18000 18000 11578328 11348599 0 0 0 0 6949674 6938404 0 0 443895 4501412 4770085 11451086 11708489 127242 -359890 14633022 15131024 1219462 1402253 13413560 13728771 PROMOTING RECOVERY AND HEALTHY LIFESTYLES TO INDIVIDUALS AND FAMILIES BY PROVIDING COMPASSIONATE, EFFECTIVE AND COMPREHENSIVE BEHAVIORAL HEALTH SERVICES WITH THE SPIRIT OF ALOHA. 0 0 5580875 6041558 MENTAL HEALTH AND SOCIAL SERVICES/CHILD AND ADOLESCENT MENTAL HEALTH PROGRAM-HELPED CHILDREN WITH EMOTIONAL AND BEHAVIORAL IMPAIRMENTS ACHIEVE OPTIMAL FUNCTIONING IN THEIR SCHOOLS, IN THEIR HOMES, AND IN THE COMMUNITY. 5280380 4311548 SUBSTANCE ABUSE DIVISION PROGRAM-ASSISTED PERSONS ADDICTED TO DRUGS AND/OR ALCOHOL TO ACHIEVE AND MAINTAIN A HEALTHY AND SOBER LIFESTYLE. 10861255 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 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 0 0 1 0 0 0 1 54 0 1 184 1 0 0 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 HI X X ALOHA HOUSE INC 8085798414 200 IKE DRIVE MAKAWAO HI 96768 X KELLI MYERS PRESIDENT 0.33 0.67 X X 0 0 0 DR LAURI CALKINS VICE PRESIDENT 0.33 0.67 X X 0 0 0 BRIAN MOTO TREASURER 0.33 0.67 X X 0 0 0 MAREN MCBARNET SECRETARY 0.33 0.67 X X 0 0 0 DR DAVID ABELSON DIRECTOR 0.33 0.67 X 0 0 0 HEIDI-ANN ALLENCASTRE DIRECTOR 0.33 0.67 X 0 0 0 DAVID JENKINS DIRECTOR 13.33 26.67 X 0 0 0 RANDOL LEACH DIRECTOR 0.33 0.67 X 0 0 0 LESTER NAKAMOTO DIRECTOR 0.33 0.67 X 0 0 0 JERRY WELCH DIRECTOR 0.33 0.67 X 0 0 0 BONNIE WEST-BAKER DIRECTOR 13.33 26.67 X 0 0 0 MASON WILLIAMS DIRECTOR 0.33 0.67 X 0 0 0 PETER DEMICHELE DIRECTOR OF FINANCE 13.33 26.67 X 84050 0 3734 NICOLE HOKOANA CEO 13.33 26.67 X 135930 0 13914 LISA PONICHTERA CHIEF CLINICAL OFFICER 40.00 X 105543 0 5618 JUD CUNNINGHAM FORMER CEO 13.33 26.67 X 131605 0 7335 457128 0 30601 3 1 0 0 BEHAVIORAL HEALTH SERVICES 1787 WILI PA LOOP 7 WAILUKU HI 96793 MANAGEMENT 817005 BAHRAM TAGHAVI 415 DAIRY ROAD 409 KAHULUI HI 96732 PSYCHIATRIC SVC 599514 SHARILYN J BUTTELINGELITE FORENSIC NUR 26 ULI PLACE LAHAINA HI 96761 NURSING 201379 AHUPUAA COUNSELING SRVS LLC PO BOX 852 MAKAWAO HI 96768 COUNSELING SERVICES 103774 4 17050 155145 744704 916899 INSURANCE REIMBURSEMENTS 624100 6232789 6232789 CONTRACT REVENUES 624100 3851282 3851282 CLIENT PROGRAM FEES 624100 202431 202431 CLIENT SERVICE REVENUES 624100 66604 66604 10353106 366316 366316 18000 0 18000 18000 18000 9608743 9914465 -305722 -305722 -305722 11348599 10353106 0 78594 X 281718 265831 4045 11842 5438708 5132007 78082 228619 115952 83599 32353 491797 464074 6464 21259 610229 577559 8629 24041 883756 883756 1155 1155 30358 30358 32382 32382 2001365 1998583 712 2070 410460 366634 28354 15472 158678 107666 3535 47477 493605 335039 129524 29042 43430 26358 792 16280 171747 151312 19749 686 157399 151423 1596 4380 MEALS 196600 196600 HIRING AND TRAINING 112154 65486 4392 42276 DIRECT PROGRAM SUPPLIES 76996 55328 21217 451 11708489 10861255 403339 443895 838727 752908 746527 543765 1186690 1447079 7814 0 42331 36084 5701117 1266523 4309002 4434594 6918845 7592301 360346 118723 222740 205570 14633022 15131024 646976 709918 212140 573612 360346 118723 1219462 1402253 X 13171420 13125168 242140 603603 13413560 13728771 14633022 15131024 -359890 675101 0 X 0 1 X 1 1 1 X 262621 2502295 424509 433594 916899 4539918 262621 2502295 424509 433594 916899 4539918 1028854 3511064 255968 242941 350143 339153 384316 1572521 7115 48498 15544 71157 6183596 54258251 0.56780 0.51200 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2019 AMOUNT: $ 7,115. 2020 AMOUNT: $ 48,498. 2021 AMOUNT: $ 15,544. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1930969 1930969 3076078 1022709 2053369 73809 57740 16069 620261 186074 434187 4434594 DEFERRED COMPENSATION 118723 118723 X 11778719 675101 148864 823965 10954754 32382 361463 393845 11348599 11824971 148864 148864 11676107 32382 32382 11708489 PART X, LINE 2: U.S. GAAP REQUIRES UNCERTAIN TAX POSITIONS TO BE RECOGNIZED IN THE COMBINED FINANCIAL STATEMENTS IF THEY ARE MORE LIKELY THAN NOT TO FAIL UPON REGULATORY EXAMINATION. MANAGEMENT HAS EVALUATED TAX POSITIONS OF AHI, MYFS, AND MALAMA AS OF JUNE 30, 2024 AND 2023 AND FOR THE YEARS THEN ENDED, AND DETERMINED AHI, MYFS, AND MALAMA HAD NO UNCERTAIN TAX POSITIONS REQUIRED TO BE REPORTED IN ACCORDANCE WITH U.S. GAAP. AHI, MYFS, AND MALAMA ARE SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS IN PROGRESS FOR ANY OPEN TAX PERIODS. PART XI, LINE 4B - OTHER ADJUSTMENTS: INCREASE (DECREASE) IN NET ASSETS WITH DONOR RESTRICTIONS 361,463. X X 0 0 0 0 0 0 0 0 0 JUD CUNNINGHAM FORMER CEO 131605 0 0 0 0 0 7335 0 0 0 138940 0 0 0 PART I, LINE 3 THE COMPENSATION REPORTED FOR JUD CUNNINGHAM IS THE TOTAL AMOUNT PAID FOR SERVICES PROVIDED TO ALOHA HOUSE, MALAMA NA MAKUA A KEIKI, AND MAUI YOUTH AND FAMILY SERVICES. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 WILL BE PROVIDED TO THE BOARD OF DIRECTORS FOR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION HAS A CONFLICT OF INTEREST POLICY FOR THE BOARD OF DIRECTORS. IT IS THE RESPONSIBILITY OF EACH MEMBER TO DISCLOSE CONFLICTS OF INTEREST ON AN ONGOING BASIS AND DETERMINE THE PROPER COURSE OF ACTION. ALL CONFLICTS OF INTEREST ARE REVIEWED BY THE BOARD OF DIRECTORS, EXECUTIVE COMMITTEE AND HUMAN RESOURCES. FORM 990, PART VI, SECTION B, LINE 15A THE COMPENSATION OF THE CEO IS REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS. IT IS THE BOARD'S RESPONSIBILITY TO RESEARCH AND CONDUCT COMPARABILITY STUDIES OF ORGANIZATIONS WITHIN HAWAII THAT PROVIDE SIMILAR SERVICES, SIMILAR SIZE OF AGENCY AND SIMILAR QUALIFICATIONS OF THE CEO. THE RESULTS AND PROCESS IS DOCUMENTED IN PERSONNEL RECORDS AND BOARD MINUTES. THIS PROCESS IS UNDERTAKEN ANNUALLY AND TOOK PLACE IN 2022. FOR STAFF MEMBERS, HUMAN RESOURCES CHECKS WITH OTHER ORGANIZATIONS THAT DO SIMILAR SERVICES. STAFF ARE PAID COMPARABLE COMPENSATION ACCORDING TO INDUSTRY STANDARD. 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. FORM 990, PART VII, LINE 1A: THE COMPENSATION REPORTED FOR JUD CUNNINGHAM, PETER DEMICHELE, AND NICOLE HOKOANA IS THE TOTAL AMOUNT PAID FOR SERVICES PROVIDED TO ALOHA HOUSE, MALAMA NA MAKUA A KEIKI, AND MAUI YOUTH AND FAMILY SERVICES. COMPENSATION IS PAID BY ALOHA HOUSE ONLY; NO ADDITIONAL COMPENSATION IS PAID BY THE RELATED ORGANIZATIONS, MALAMA NA MAKUA A KEIKI, AND MAUI YOUTH AND FAMILY SERVICES. FORM 990, PART IX, LINE 11G CONTRACTUAL - PROGRAM DELIVERY: PROGRAM SERVICE EXPENSES 1,962,421. MANAGEMENT AND GENERAL EXPENSES 265. FUNDRAISING EXPENSES 805. TOTAL EXPENSES 1,963,491. PAYROLL SERVICES: PROGRAM SERVICE EXPENSES 36,162. MANAGEMENT AND GENERAL EXPENSES 447. FUNDRAISING EXPENSES 1,265. TOTAL EXPENSES 37,874. MALAMA NA MAKUA A KEIKI INC 200 IKE DRIVE MAKAWAO HI 96768 990293044 TREATMENT HI 501(C)(3) LINE 7 N/A 0 MAUI YOUTH AND FAMILY SERVICES INC 200 IKE DRIVE MAKAWAO HI 96768 990221127 TREATMENT HI 501(C)(3) LINE 7 N/A 0 0 0 0 0 0 0 0 0 0 1 1 1 1 1 1 1 1 0 0 NO REPORTABLE TRANSACTIONS