2025-11-17T19:30:29-06:00 2024-12-31 943108253 NOVOGRADAC & COMPANY LLP 3780 KILROY AIRPORT WAY SUITE 330 LONG BEACH CA 90806 990 2024-01-01 990143109 HALE MAHAOLU 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 14385264 0 X WWW.HALEMAHAOLU.ORG X 1967 HI TO DEVELOP AND MAINTAIN LOW-INCOME AND ELDERLY HOUSING PROJECTS AND OTHER RELATED PROGRAMS TO BENEFIT THE ELDERLY. 11 11 120 0 0 0 1361706 1274732 12455844 12208172 507213 755312 142233 147048 14466996 14385264 0 0 0 0 7456832 7389100 0 0 156852 4985140 5384392 12441972 12773492 2025024 1611772 65113266 96846776 10588138 39524477 54525128 57322299 X TO DEVELOP AND MAINTAIN LOW-INCOME AND ELDERLY HOUSING PROJECTS AND OTHER RELATED PROGRAMS TO BENEFIT THE ELDERLY. 0 0 3144230 5243141 TO PROVIDE RENTAL HOUSING TO LOW INCOME AND ELDERLY INDIVIDUALS. 799128 51361 TO PROVIDE ASSISTANCE AND FINANCIAL AID TO THE ELDERLY AND TO ENABLE THEM TO PURCHASE IN-HOME PERSONAL CARE ATTENDANT SERVICE. 748013 2285180 TO PROVIDE MEALS TO ELDERLY INDIVIDUALS. 7338005 4628490 HALE MAHAOLU - PROVIDED SUPPORT FOR ALL PROGRAMS INCLUDING ITS OTHER AFFILIATED AGENCIES NOT INCLUDED IN THIS FORM 990. 7338005 4628490 12029376 1 1 0 0 0 0 0 0 0 0 1 0 1 1 1 0 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 1 1 0 0 0 1 40 0 1 120 1 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 1 1 X X HALE MAHAOLU 8088724100 200 HINA AVENUE KAHULUI HI 96732 GERALD HIYAKUMOTO DIRECTOR 0.08 0.92 X 0 0 0 VALERIE MATSUNAGA TREASURER 0.08 0.92 X X 0 0 0 JOYCE TAMORI DIRECTOR 0.08 0.92 X 0 0 0 TERVOR TOKISHI PRESIDENT 0.08 0.92 X X 0 0 0 GARY WATANABE DIRECTOR 0.08 0.92 X 0 0 0 JERRYBETH DEMELLO 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 36.67 X 74490 0 7945 KEHAULANI FEGAI HOUSING DIRECTOR 3.33 36.67 X 118551 0 0 GRANT CHUN FRM EXECUTIVE DIRECTOR 3.33 36.67 X 232489 0 51808 CANDIS WILKINSON CONTROLLER 3.33 36.67 X 150705 0 0 PAIGE MAMUAD HR DIRECTOR 3.33 36.67 X 134428 0 0 710663 0 59753 4 0 1 0 0 1123051 151681 1274732 LOW INCOME/ELDERLY HOUSING 531110 9489845 9489845 SUPPORT SERVICES 624100 2285180 2285180 MEALS 624210 433147 433147 12208172 755312 755312 TENANT CHARGES 531390 86214 86214 LAUNDRY & VENDING 531390 60834 60834 147048 14385264 12208172 0 902360 306979 70604 230236 6139 5257065 5125803 26120 105142 313706 279702 27731 6273 1074936 970883 82555 21498 436414 394169 33517 8728 42104 36293 5811 87800 72803 14997 886154 790137 96017 12468 6347 6121 339960 313826 22233 3901 620381 617933 2448 18068 7726 5171 5171 566541 566541 484088 480216 3872 861003 853943 7060 MEALS 1011347 1011347 MAINTENANCE SUPPLIES 342587 342587 DEVELOPMENT EXPENSE 60000 36625 23375 BAD DEBT 34679 34679 17212 17212 12773492 12029376 587264 156852 4873766 3987064 3675690 3794502 180724 203169 512937 1251642 10773639 10939673 48255 47889 140737 355485 35831185 21271702 14846008 14559483 14069426 15557916 15992084 46149953 65113266 96846776 1474910 1811054 8652861 8140209 460367 29573214 10588138 39524477 X 54358422 57155593 166706 166706 54525128 57322299 65113266 96846776 1611772 1185399 0 X 0 1 X 1 0 X 6095814 873247 826660 1361706 1274732 10432159 10903417 13273361 13169311 12455844 12208172 62010105 57050 53865 47107 57073 60834 275929 17056281 14200473 14043078 13874623 13543738 72718193 0 0 0 72718193 559983 362941 463755 507213 755312 2649204 559983 362941 463755 507213 755312 2649204 91274 91633 97670 85160 86214 451951 17707538 14655047 14604503 14466996 14385264 75819348 0.95910 0.96530 0.03490 0.02920 X PART III, LINE 12 - OTHER INCOME DETAIL TENANT CHARGES: $417,393 MISCELLANEOUS: $34,558 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5823018 5823018 28089230 20273912 7815318 1918937 997790 921147 14559483 INVESTMENTS 15501144 F INVESTMENTS-457(B) DEF COMP PLAN 56772 F 15557916 RESERVES 37502709 INVESTMENT IN HALE MAHAOLU LLC 2858792 ESCROW DEPOSITS 607500 SECURITY DEPOSITS 147381 LOAN COSTS, NET OF AMORTIZATION 8136 MISCELLANEOUS ASSETS 7000 INVESTMENT IN LOKENANI HALE 5000000 ROU ASSETS 18435 46149953 OTHER DEPOSITS 243943 DEPOSITS 147380 DEFERRED COMPENSATION LIABILITY 56772 ROU LIABILITY 18435 DUE TO LAHAINA SURF 29106684 29573214 52899662 1185399 559104 36769895 38514398 14385264 0 14385264 18392312 559104 5059716 5618820 12773492 0 12773492 PART XI, LINE 2D - OTHER ADJUSTMENTS: REVENUE REPORTED SEPERATELY FOR TAX PURPOSES PART XII, LINE 2D - OTHER ADJUSTMENTS: EXPENSES REPORTED SEPERATELY FOR TAX PURPOSES X X X X 0 0 0 0 0 0 0 0 0 GRANT CHUN FRM EXECUTIVE DIRECTOR 232489 0 0 0 0 0 0 0 51808 0 284297 0 0 0 CANDIS WILKINSON CONTROLLER 150705 0 0 0 0 0 0 0 0 0 150705 0 0 0 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 COMPENSATION COMMITTEE REVIEWS THE EXECUTIVE DIRECTOR'S COMPENSATION ANNUALLY. 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. 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