2025-10-24T18:59:25-05:00 2024-12-31 261659234 CW ASSOCIATES CPAS 700 BISHOP STREET SUITE 1040 HONOLULU HI 96813 990 2024-01-01 990203930 HOSPICE HAWAII INC HOSP 8089249255 680 IWILEI ROAD HONOLULU HI 968175018 DAN HAIRE PRESIDENT & CEO 8089249255 2025-10-24 1 0 RODNEY M HARANO P00389596 8085311040 2025-10-24 2024 2025-03-06 01:10:19Z NAVIAN HAWAII DAN HAIRE 680 IWILEI ROAD HONOLULU HI 968175018 38280050 0 X WWW.NAVIANHAWAII.ORG X 1979 HI BRING HOPE, REDUCE FEARS, AND IMPACT LIVES TO IMPROVE THE QUALITY OF LIFE FOR PERSONS FACING LIFE-LIMITING ILLNESSES AND FOR THEIR FAMILIES. TO IMPROVE THE QUALITY OF LIFE FOR PERSONS FACING LIFE-LIMITING ILLNESSES AND FOR THEIR FAMILIES THROUGH DIRECT HOSPICE SERVICES 24 HOURS A DAY, SEVEN DAYS A WEEK WHEREVER THE PATIENT RESIDES AND THROUGH COMMUNITY EDUCATION ON THE ISLANDS OF OAHU, MOLOKAI AND LANAI. 13 13 145 53 0 0 1077422 5332931 8400857 13458039 271738 390398 -13778 -49603 9736239 19131765 50100 198034 0 0 7162857 8310656 0 0 136541 3752090 5728869 10965047 14237559 -1228808 4894206 10543312 16476772 2033712 2695320 8509600 13781452 X TO PROMOTE THE QUALITY OF LIFE FOR PERSONS FACING LIFE-LIMITING ILLNESSES AND FOR THEIR FAMILIES. 0 0 11103695 198034 13459814 DIRECT HOSPICE SERVICES: HOSPICE HAWAII DBA NAVIAN HAWAII PROVIDES EXPERT MEDICAL, EMOTIONAL, PRACTICAL, PSYCHO-SOCIAL, AND SPIRITUAL CARE TO PERSONS FACING LIFE-LIMITING ILLNESSES AND TO THEIR FAMILIES 24 HOURS A DAY, SEVEN DAYS A WEEK BY QUALIFIED PHYSICIANS, NURSES, HOSPICE AIDES, SOCIAL WORKERS, NON-DENOMINATIONAL CHAPLAINS, AND OTHER PROFESSIONALS ON THE ISLANDS OF OAHU, MOLOKAI, AND LANAI. PATIENTS MAY RECEIVE OUR CARE IN THEIR OWN HOMES AND IN NURSING FACILITIES AND CARE HOMES WHERE THEY RESIDE. IN 2024, HOSPICE HAWAII, INC. SERVED 655 PATIENTS ON THE ISLAND OF OAHU AND HAD 49,554 PATIENT DAYS OF CARE. OF THOSE PATIENT DAYS OF CARE, 5,958 DAYS WERE FOR PEDIATRIC CARE IN OUR PEDIATRIC CONCURRENT CARE PROGRAM, THE FIRST IN HAWAII. HOSPICE HAWAII, INC. DBA NAVIAN HAWAII ALSO PROVIDED UNCOMPENSATED AND CHARITY CARE IN 2024 AT AN ESTIMATED COST OF $198,034. HOSPICE HAWAII, INC. DBA NAVIAN HAWAII VOLUNTEER SERVICES TO PATIENTS AND THEIR FAMILIES IN 2024 WERE ENRICHED BY OUR VOLUNTEER TRAINING THAT EDUCATED 53 HOSPICE HAWAII VOLUNTEERS IN 4 FORMAL TRAINING SESSIONS AND 26 ADDITIONAL ONBOARDING SESSIONS. COMMUNITY BEREAVEMENT SUPPORT GROUPS MEET MONTHLY VIA ZOOM MEETINGS. IN 2024, THERE WERE A TOTAL OF 21 SUPPORT GROUP PARTICIPANTS. INPATIENT HOSPICE SERVICES: THE KAILUA HOME ON THE ISLAND OF OAHU PROVIDES RESIDENTIAL CARE 24 HOURS A DAY, SEVEN DAYS A WEEK TO OUR HOSPICE PATIENTS THAT CANNOT BE ADEQUATELY PROVIDED CARE IN THEIR OWN HOMES. PATIENTS RECEIVE EXPERT, COMPASSIONATE CARE AND AROUND THE CLOCK MONITORING TO BE KEPT AS SYMPTOM FREE AND COMFORTABLE AS POSSIBLE IN OUR FIVE-BED HOMELIKE RESIDENTIAL FACILITY. IN 2024, THE KAILUA HOME SERVED 75 PATIENTS AND PROVIDED 1,788 DAYS OF CARE. COMMUNITY EDUCATION: HOSPICE HAWAII, INC. DBA NAVIAN HAWAII GIVES PRESENTATIONS TO HEALTHCARE AGENCIES AND TO THE COMMUNITY ON THE ISLANDS OF OAHU, MOLOKAI, AND LANAI WITH REGARDS TO LIFE-LIMITING ILLNESSES TO INFORM AND EDUCATE THE PUBLIC. IN 2024, HOSPICE HAWAII EMPLOYEES EDUCATED THE PUBLIC ON HOSPICE SERVICES, HOSPICE MYTHS, PALLIATIVE CARE, HISTORY & PHILOSOPHY OF HOSPICE AND PALLIATIVE CARE, END OF LIFE CARE ISSUES, ADVANCE CARE PLANNING, SPIRITUALITY, AND DEALING WITH GRIEF DURING THE HOLIDAY. ADDITIONALLY, HOSPICE HAWAII PARTNERS WITH OTHER HOSPICE AND PALLIATIVE CARE ORGANIZATIONS TO INFORM THE COMMUNITY ON END-OF-LIFE MATTERS. IN 2024, HOSPICE HAWAII EMPLOYEES MADE 13 PRESENTATIONS TO VARIOUS GROUPS ON THE PREVIOUSLY MENTIONED TOPICS. 11103695 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 66 0 1 145 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 HI X THE ORGANIZATION 8089249255 680 IWILEI ROAD HONOLULU HI 968175018 JENNIFER WALKER CHAIR 2.00 X X 0 0 0 SUZANNE EUGENIO VICE CHAIR 2.00 X X 0 0 0 ERIN TAKAMINE TREASURER 1.00 X X 0 0 0 NORMAN CHENG SECRETARY 1.00 X X 0 0 0 MIKE YANI PAST CHAIR 1.00 X 0 0 0 KIMARIE MATTHEWS DIRECTOR 1.00 X 0 0 0 ALEXANDRA WROE DIRECTOR 1.00 X 0 0 0 MATHEW LOUGHLIN DIRECTOR 1.00 X 0 0 0 ARTHUR MALLET DIRECTOR 1.00 X 0 0 0 PATRICK DUARTE DIRECTOR 1.00 X 0 0 0 UNYOUNG NAKATA DIRECTOR 1.00 X 0 0 0 JILL KOBAYASHI DIRECTOR 1.00 X 0 0 0 ROBERT ODA DIRECTOR 1.00 X 0 0 0 DANIEL R HAIRE PRESIDENT AND CEO 40.00 X 140590 0 1941 KENNETH ZERI FORMER PRESIDENT AND CEO 40.00 X 105851 0 250 COLLEEN FOLSCH CLINICAL DIRECTOR 40.00 X 166375 0 2354 HEATHER K GRAY DIRECTOR OF BUSINESS DEVELOPMENT 40.00 X 145011 0 14207 WENDI PIERRE DIRECTOR OF HUMAN RESOURCES 40.00 X 146922 0 778 SHANTELL M CRUZ ADMISSIONS MANAGER 40.00 X 140380 0 2096 DAVID NGUYEN DIRECTOR OF STRATEGIC INITIATIVES 40.00 X 127817 0 2096 TIFFANY MERRICK PATIENT CARE MANAGER 40.00 X 125139 0 5174 1098085 0 28896 11 0 1 0 STAT MEDICAL INC 1804 HAU STREET HONOLULU HI 96819 DURABLE MEDICAL EQUIPMENT PROVIDER 467951 HALE NANI REHAB & NURSING 1677 PENSACOLA STREET HONOLULU HI 96822 NURSING HOME ROOM & BOARD 293972 HALE HO ALOHA INC 2670 PACIFIC HEIGHTS ROAD HONOLULU HI 96813 NURSING HOME ROOM & BOARD 256953 PALOLO CHINESE HOME 2459 10TH AVE HONOLULU HI 96816 NURSING HOME ROOM & BOARD 247617 JAMES ATKISSON MD 2717 60TH ST NW GIG HARBOR WA 98335 CONTRACTED MEDICAL DIRECTOR LABOR 243917 17 38960 155475 5138496 4195832 5332931 PATIENT SERVICE REVENUE 621610 13458039 13458039 13458039 277280 277280 19185438 19072320 113118 113118 113118 24587 155475 75965 -51378 -51378 OTHER INCOME 621610 1775 1775 1775 19131765 13459814 0 339020 198034 198034 417361 276172 79031 62158 6118673 4394243 1724430 46423 33175 12814 434 1071198 765918 296289 8991 657001 469863 180951 6187 12754 12754 45973 45973 46838 46838 793067 602126 188841 2100 131628 131628 215542 154944 44982 15616 142839 101455 26935 14449 357231 276487 73403 7341 131594 131594 49956 22656 26504 796 25559 19782 5252 525 112513 87082 23119 2312 238816 184837 49072 4907 PATIENT SERVICES & SUPP 3338558 3338558 MISCELLANEOUS 70564 31332 28507 10725 BAD DEBT EXPENSE 15437 15437 14237559 11103695 2997323 136541 966 770 2241231 4408925 15432 9882 1042495 2020592 30362 85266 64921 136320 2742523 1353832 1345664 1388691 5237729 7998069 564512 428257 10543312 16476772 508631 1333912 939346 917133 585735 444275 2033712 2695320 X 8334698 9352680 174902 4428772 8509600 13781452 10543312 16476772 4894206 385646 -8000 0 X 0 1 X 1 0 X 1279688 2548520 1029388 1077422 1137099 7072117 1279688 2548520 1029388 1077422 1137099 7072117 2728739 4343378 125697 188387 127484 286413 277280 1005261 1415 1484 1261 743 1775 6678 8084056 56028084 0.53730 0.56520 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2020 AMOUNT: $ 1,415. 2021 AMOUNT: $ 1,484. 2022 AMOUNT: $ 1,261. 2023 AMOUNT: $ 743. 2024 AMOUNT: $ 1,775. SCHEDULE A, PART VI, LIST OF UNUSUAL GRANTS: DESCRIPTION: BEQUEST DATE: 12/31/22 AMOUNT: 466657. DESCRIPTION: DONATION OF MARKETABLE SECURITIES DATE: 04/11/25 AMOUNT: 4195832. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 11103695 11103695 705185 176296 0 0 675020 580837 612016 705185 2573058 3859587 383 383 168755 145209 153004 176296 643264 964896 750000 4456 754456 750000 20258 20258 750000 0.00000 0.00000 0.00000 1317932 124669 1193263 352115 324721 27394 993068 904442 88626 79408 79408 1388691 CHARITABLE GIFT ANNUITY 27449 OPERATING LEASE LIABILITY 416826 444275 X 14831684 16064 16064 14815620 46838 4269307 4316145 19131765 14175284 0 14175284 46838 15437 62275 14237559 PART V, LINE 4: ENDOWMENT FUND IS PERMANENTLY RESTRICTED BY THE DONOR OF THE FUNDS TO 1) PROVIDE CARE FOR INDIGENT TERMINALLY ILL PATIENTS AND THEIR FAMILIES AND 2) PROVIDE RESPITE CARE FOR FAMILIES WHO CANNOT AFFORD HOME HEALTHCARE SERVICES AND WHOSE FINANCIAL RESOURCES ARE LESS THAN THE FINANCIAL RESOURCES OF FIFTY PERCENT OF THE INDIVIDUALS IN THIS COMMUNITY. ONLY THE EARNINGS OF THE ENDOWMENT ARE AVAILABLE FOR USE TOWARD THIS CHARITABLE PURPOSE. IN JUNE 2021, THE HARRY AND JEANETTE WEINBERG FOUNDATION, IN A SUPPLEMENTAL AGREEMENT, GRANTED NAVIAN HAWAII IMMEDIATE RELEASE FROM REPORTING REQUIREMENTS, AND THE RESTRICTIONS ON INVESTMENT AND USE, SET FORTH IN THE ORIGINAL AGREEMENT OF THE $750,000 ENDOWMENT. PART X, LINE 2: U.S. GAAP REQUIRES UNCERTAIN TAX POSITIONS TO BE RECOGNIZED IN THE FINANCIAL STATEMENTS IF THEY ARE MORE LIKELY THAN NOT TO FAIL UPON REGULATORY EXAMINATION. MANAGEMENT HAS EVALUATED NAVIAN HAWAII'S TAX POSITIONS AS OF DECEMBER 31, 2024 AND 2023 AND FOR THE YEARS THEN ENDED, AND DETERMINED THAT THERE WERE NO UNCERTAIN TAX POSITIONS REQUIRED TO BE REPORTED IN ACCORDANCE WITH U.S. GAAP. NAVIAN HAWAII IS 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 4,253,870. BAD DEBT EXPENSE 15,437. PART XII, LINE 4B - OTHER ADJUSTMENTS: BAD DEBT EXPENSE 15,437. NA HOA MALAMA 180062 155475 24587 32183 1250 42532 180062 155475 24587 32183 1250 42532 75965 -51378 1 CHARITY ROUTINE CARE & ROOM & BOARD 42 198034 ACTUAL COST UNBILLED SERVICES PART I, LINE 2: IN ORDER TO QUALIFY FOR CHARITY CARE, EACH PATIENT MUST COMPLETE A FINANCIAL AID APPLICATION LISTING THEIR ASSETS, REVENUE, AND EXPENSES. THE STAFF WILL ASSIST THE PATIENT/FAMILY IN COMPLETION OF THE APPLICATION ALONG WITH A RECOMMENDATION TO THE COO OR CEO WHO WILL REVIEW AND APPROVE OR DENY THE APPLICATION. X X X X 0 0 0 0 0 0 0 0 0 COLLEEN FOLSCH CLINICAL DIRECTOR 156375 0 10000 0 0 0 0 0 2354 0 168729 0 0 0 HEATHER K GRAY DIRECTOR OF BUSINESS DEVELOPMENT 115391 0 29620 0 0 0 0 0 14207 0 159218 0 0 0 X 1 4195832 FAIR MARKET VALUE 0 0 1 0 PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS RECEIVED. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PREPARED BY A CERTIFIED PUBLIC ACCOUNTING FIRM AND IS REVIEWED BY ITS PRESIDENT/CHIEF EXECUTIVE OFFICER WHO SIGNS THE RETURN. THE RETURN IS DISTRIBUTED IN DRAFT FORM TO ALL MEMBERS OF THE FINANCE AND EXECUTIVE COMMITTEES OF THE BOARD OF DIRECTORS AND RECOMMENDATIONS FOR MODIFICATION OR CORRECTION OF THE RETURN, IF ANY, ARE MADE PRIOR TO FILING. THE FINAL FORM 990 IS OFFERED FOR DISTRIBUTION TO ALL MEMBERS OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C ALL MEMBERS OF THE BOARD OF DIRECTORS AND STAFF ARE REQUIRED TO ANNUALLY SIGN A CONFLICT OF INTEREST STATEMENT AFFIRMING THAT THEY UNDERSTAND AND AGREE TO COMPLY WITH THE POLICY BY REPORTING ANY ACTUAL OR POTENTIAL CONFLICT OF INTEREST. DISCLOSURE STATEMENTS, IF ANY, ARE RECEIVED AND REVIEWED BY THE BOARD OF DIRECTORS OR A COMMITTEE OF THE BOARD BY DISCLOSURE OF THE EXISTENCE OF THE INTEREST AND ALL MATERIAL FACTS AND TO THE BOARD OF COMMITTEE. AFTER EXERCISING DUE DILIGENCE, THE BOARD OR COMMITTEE DETERMINES WHETHER A CONFLICT OF INTEREST EXISTS AND BY MAJORITY VOTE OF THE DISINTERESTED DIRECTORS WHETHER TO ENTER INTO THE TRANSACTION OR ARRANGEMENT. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS REVIEWS THE COMPENSATION OF THE PRESIDENT/CHIEF EXECUTIVE OFFICER EVERY TWO YEARS. COMPENSATION IS CONSISTENT WITH COMMUNITY STANDARDS AS STUDIED AND EVALUATED BY EXECUTIVES ON THE BOARD OF DIRECTORS OF HOSPICE HAWAII ON A VOLUNTEER BASIS AT NO COST. THE COMPENSATION OF ALL STAFF IS EVALUATED AND MEASURED AGAINST COMMUNITY STANDARDS ANNUALLY BY HUMAN RESOURCE MANAGEMENT AND REVIEWED BY THE PRESIDENT. DOCUMENTATION OF THE PROCESS AND FINDINGS IS RETAINED IN COMPANY RECORDS. THE PROCESS WAS LAST UNDERTAKEN IN 2023. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS FORM 990, GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND AUDITED FINANCIAL STATEMENTS AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST. BECAUSE HOSPICE HAWAII FILED ITS FORM 1023 PRIOR TO JULY 15, 1987, THE ORGANIZATION IS EXEMPT FROM THE REQUIREMENT OF SUPPLYING A COPY OF THE FORM 1023 FOR PUBLIC INSPECTION.