2025-11-17T12:08:11-06:00 2024-12-31 943108253 NOVOGRADAC & COMPANY LLP 3780 KILROY AIRPORT WAY SUITE 330 LONG BEACH CA 90806 990 2024-01-01 990351979 HALE MAHAOLU AKAHI INC HALE 8088724100 200 HINA AVENUE KAHULUI HI 96732 VALERIE M K MATSUNAGA TREASURER 8088724100 2025-11-17 1 1 BRENT PARKER P01298561 5624329482 2024 2025-03-06 01:10:19Z VALERIE M K MATSUNAGA 200 HINA AVENUE KAHULUI HI 96732 1245674 0 X WWW.HALEMAHAOLU.ORG X 2006 HI TO PROVIDE LOW INCOME HOUSING TO THE ELDERLY. IT IS OPERATED UNDER SECTION 202 OF THE NATIONAL HOUSING ACT AND IS REGULATED BY THE U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT. 11 11 0 0 0 0 0 0 1195778 1218641 535 1359 224432 25674 1420745 1245674 0 0 0 0 546432 464235 0 0 0 503407 616785 1049839 1081020 370906 164654 2265988 2459813 144154 173325 2121834 2286488 TO PROVIDE LOW INCOME HOUSING TO THE ELDERLY. IT IS OPERATED UNDER SECTION 202 OF THE NATIONAL HOUSING ACT AND IS REGULATED BY THE U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT. 0 0 959156 1218641 PROVIDED LOW INCOME HOUSING TO THE ELDERLY. 959156 1 0 0 0 0 0 0 0 0 0 1 0 0 1 1 0 1 1 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 4 0 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X X HALE MAHAOLU 8088724100 200 HINA AVENUE KAHULUI HI 96732 GERALD HIYAKUMOTO DIRECTOR 0.08 0.92 X 0 0 0 TERVOR TOKISHI PRESIDENT 0.08 0.92 X X 0 0 0 VALERIE MATSUNAGA TREASURER 0.08 0.92 X X 0 0 0 JERRYBETH DEMELLO DIRECTOR 0.08 0.92 X 0 0 0 JOYCE TAMORI DIRECTOR 0.08 0.92 X 0 0 0 GARY WATANABE DIRECTOR 0.08 0.92 X 0 0 0 AIMEE YATSUSHIRO DIRECTOR 0.08 0.92 X 0 0 0 MANUEL SUGUITAN DIRECTOR 0.08 0.92 X 0 0 0 DON FUJIMOTO SECRETARY 0.08 0.92 X X 0 0 0 WILLIAM KINAKA DIRECTOR 0.08 0.92 X 0 0 0 ERIC CHANG VICE PRESIDENT 0.08 0.92 X X 0 0 0 ANDERS LYONS EXECUTIVE DIRECTOR 3.33 3.36 X 0 74490 7945 CANDIS WILKINSON CONTROLLER 3.33 36.67 X 0 150705 0 KEHAULANI FEGAI HOUSING DIRECTOR 3.33 36.67 X 0 118551 0 PAIGE MAMUAD HR DIRECTOR 3.33 36.67 X 0 134428 0 GRANT CHUN FRM EXECUTIVE DIRECTOR 3.33 36.67 X 0 232489 51808 0 710663 59753 0 0 1 0 0 RENTAL INCOME 531110 1218641 1218641 1218641 1359 1359 LAUNDRY & VENDING 531110 13513 13513 DAMAGE AND CLEANING FE 531110 11785 11785 TENANT CHARGES 531110 200 200 176 176 25674 1245674 1218641 0 27033 357819 357819 18750 18750 59434 59434 28232 28232 121864 121864 19188 19188 242 242 18790 18790 100575 100575 54724 54724 167453 167453 MAINTENANCE SUPPLIES 65506 65506 CONTRACT SERVICES 50583 50583 REPAIR CONTRACT 12208 12208 TELEPHONE 3172 3172 2480 2480 1081020 959156 121864 0 62919 97591 16225 22734 80125 24788 3757098 2481641 1300039 1275457 806680 1039243 2265988 2459813 62656 89406 81498 83919 144154 173325 X 2121834 2286488 2121834 2286488 2265988 2459813 164654 0 X 0 1 X 1 0 X 1021321 1020567 1093051 1195778 1218641 5549358 13275 12609 11124 10943 13513 61464 1034596 1033176 1104175 1206721 1232154 5610822 0 0 0 5610822 596 259 201 535 1359 2950 596 259 201 535 1359 2950 151852 3315 5422 213489 12161 386239 1187044 1036750 1109798 1420745 1245674 6000011 0.93510 0.93160 0.00050 0.00040 X PART III, LINE 12 - OTHER INCOME DETAIL TENANT CHARGES $200 DAMAGE & CLEANING FEES $11,785 MISCELLANEOUS REVENUE $176 175000 175000 3513510 2453291 1060219 33788 28350 5438 34800 34800 1275457 RESERVE FOR REPLACEMENT 747824 TENANT SECURITY DEPOSITS 83919 OTHER RESERVES 30000 ESCROW DEPOSITS 137500 PAYROLL DEPOSIT 40000 1039243 TENANT SECURITY DEPOSITS 83919 83919 1245674 0 1245674 0 1245674 1081020 0 1081020 0 1081020 X X X 0 0 0 0 0 0 0 0 0 GRANT CHUN FRM EXECUTIVE DIRECTOR 0 232489 0 0 0 0 0 0 0 51808 0 284297 0 0 CANDIS WILKINSON CONTROLLER 0 150705 0 0 0 0 0 0 0 0 0 150705 0 0 FORM 990, PART VI, SECTION A, LINE 3 THE ORGANIZATION CONTRACTS WITH HALE MAHAOLU AS THE MANAGING AGENT FOR THE HOUSING PROJECT. THE ORGANIZATION AND HALE MAHAOLU SHARE THE SAME BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B ORGANIZATION'S PROCESS TO REVIEW FORM 990 FORM 990 WILL BE PROVIDED TO THE BOARD OF DIRECTORS FOR REVIEW PRIOR TO FILING. FORM 990 WILL BE FILED ONCE APPROVED BY THE BOARD OF DIRECTORS FORM 990, PART VI, SECTION B, LINE 12C ENFORCEMENT OF CONFLICTS POLICY THE ORGANIZATION REGULARLY EVALUATES WHETHER ANY CONFLICTS OF INTERESTS EXIST. CONFLICT OF INTEREST MONITORING IS ALSO A REQUIREMENT OF SEVERAL GOVERNMENT AGENCIES PROVIDING FUNDING TO VARIOUS PROGRAMS. IF A CONFLICT ARISES, THE EXECUTIVE DIRECTOR AND THE BOARD OF DIRECTORS WILL EVALUATE THE SITUATION FOR FURTHER CONSIDERATION. FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION PROCESS FOR TOP OFFICIAL THE PERSONNEL COMMITTEE REVIEWS THE EXECUTIVE DIRECTOR'S COMPENSATION ANNUALLY. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS DISCLOSURE EXPLANATION THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. HALE MAHAOLU 200 HINA AVENUE KAHULUI HI 96732 990143109 HOUSING HI 501C 10 N/A 0 HALE MAHAOLU EKOLU INC 200 HINA AVENUE KAHULUI HI 96732 990266121 HOUSING HI 501C 10 N/A 0 HALE MAHAOLU EHA INC 200 HINA AVENUE KAHULUI HI 96732 990302883 HOUSING HI 501C 10 N/A 0 HALE MAHAOLU ELIMA INC 200 HINA AVENUE KAHULUI HI 96732 990312168 HOUSING HI 501C 10 N/A 0 HALE MAHAOLU HOME PUMEHANA II INC 200 HINA AVENUE KAHULUI HI 96732 990330585 HOUSING HI 501C 10 N/A 0 HALE MAHAOLU LAHAINA SURF INC 200 HINA AVENUE KAHULUI HI 96732 990351981 HOUSING HI 501C 10 N/A 0 HALE MAHAOLU EHIKU INC 200 HINA AVENUE KAHULUI HI 96732 990330582 HOUSING HI 501C 10 N/A 0 HALE MAHAOLU EHIKU II INC 200 HINA AVENUE KAHULUI HI 96732 020675730 HOUSING HI 501C 10 N/A 0 HALE MAHAOLU EONO (5) INC 200 HINA AVENUE KAHULUI HI 96732 990351982 HOUSING HI 501C 10 N/A 0 HALE MAHAOLU EONO INC 200 HINA AVENUE KAHULUI HI 96732 990330583 HOUSING HI 501C 10 N/A 0 HALE MAHAOLU EWALU INC 200 HINA AVENUE KAHULUI HI 96732 463161865 HOUSING HI 501C 10 N/A 0 HALE MAHAOLU EWALU II INC 200 HINA AVENUE KAHULUI HI 96732 463215790 HOUSING HI 501C 10 N/A 0 TRI-ISLE PERSONAL CARE INC 200 HINA AVENUE KAHULUI HI 96732 134341854 PERSONAL CARE HI 501C 10 N/A 0 HALE MAHAOLU HOME PUMEHANA I INC 200 HINA AVENUE KAHULUI HI 96732 813504058 HOUSING HI 501C 10 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 0