2026-05-08T21:04:22-05:00 2025-06-30 261659234 CW ASSOCIATES CPAS 700 BISHOP STREET SUITE 1040 HONOLULU HI 96813 990 2024-07-01 990173804 ALOHA HOUSE INC ALOH 8085798414 200 IKE DRIVE MAKAWAO HI 96768 RANDOL LEACH PRESIDENT 8085798414 2026-05-08 1 1 RODNEY M HARANO P00389596 8085311040 2026-05-06 2024 2025-03-06 01:10:19Z RANDOL LEACH 200 IKE DRIVE MAKAWAO HI 96768 21218607 0 X WWW.ALOHA-HOUSE.ORG X 1977 HI PROVIDING COMPREHENSIVE BEHAVIORAL HEALTH SERVICES TO INDIVIDUALS AND FAMILIES. 12 12 183 12 0 0 916899 2767009 10353106 11659373 60594 483758 18000 18000 11348599 14928140 0 0 0 0 6938404 9222410 0 0 321752 4770085 5378269 11708489 14600679 -359890 327461 15131024 15601387 1402253 1244812 13728771 14356575 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 5673906 4478947 SERVICES INCLUDE SUB ACUTE, MEDICALLY MONITORED WITHDRAWAL MANAGEMENT, HIGH INTENSITY RESIDENTIAL TREATMENT, OUTPATIENT AND INTENSIVE OUTPATIENT SERVICES, AND A STRUCTURED SOBER LIVING PROGRAM. IN FY2025, ALOHA HOUSE ALSO PARTICIPATED IN SEVERAL DISASTER RELATED RECOVERY PROGRAMS INCLUDING FEDERALLY FUNDED DISASTER CASE MANAGEMENT AND MENTAL HEALTH SERVICES. 7254339 7180426 ALOHA HOUSE PROVIDES A COMPREHENSIVE ARRAY OF MENTAL HEALTH SERVICES, INCLUDING 24/7 CRISIS MOBILE OUTREACH, AN 8 BED LICENSED CRISIS RESIDENTIAL STABILIZATION PROGRAM, LONG TERM CASE MANAGEMENT FOR INDIVIDUALS WITH SEVERE AND PERSISTENT MENTAL ILLNESS, AND OUTPATIENT MENTAL HEALTH SERVICES DESIGNED TO SUPPORT STABILIZATION, RECOVERY, AND COMMUNITY INTEGRATION. 12928245 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 74 0 1 183 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 DR LAURI CALKINS PRESIDENT 0.33 0.67 X X 0 0 0 BRIAN MOTO VICE PRESIDENT 0.33 0.67 X X 0 0 0 MASON WILLIAMS TEASURER 0.33 0.67 X X 0 0 0 DR DAVID ABELSON SECRETARY 0.33 0.67 X X 0 0 0 HEIDI-ANN ALLENCASTRE DIRECTOR 0.33 0.67 X 0 0 0 DAVID JENKINS DIRECTOR 0.33 0.67 X 0 0 0 RANDOL LEACH DIRECTOR 0.33 0.67 X 0 0 0 MAREN MCBARNET DIRECTOR 0.33 0.67 X 0 0 0 KELLI MYERS 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 0.33 0.67 X 0 0 0 NICOLE HOKOANA CHIEF EXECUTIVE OFFICER 13.33 26.67 X 168114 0 48020 PETER DEMICHELE DIRECTOR OF FINANCE - FORMER 13.33 26.67 X 86798 0 11400 LISA PONICHTERA CHIEF CLINICAL OFFICER 13.33 26.67 X 125762 0 20692 TRACI FUJITA CHIEF PERFORMANCE OFFICER 13.33 26.67 X 116315 0 6864 AUDRASHAWN PALAZZOTTO-MCDONALD TEAM LEADER/ BHS 40.00 X 101152 0 5672 TRINKA SAAFIR NURSE 40.00 X 120581 0 8118 718722 0 100766 5 0 1 0 BAHRAM TAGHAVI 415 DAIRY ROAD 409 KAHULUI HI 96732 PSYCHIATRIC SVC 791883 BEHAVIORAL HEALTH SERVICES 1787 WILI PA LOOP 7 WAILUKU HI 96793 MANAGEMENT 769931 KOKUA CONSTRUCTION GROUP LLC 161 WAILEA IKE PL B-101 KIHEI HI 96753 CONSTRUCTION 462890 ELITE FORENSIC NURSE CONSULTANT LLC 26 ULI PLACE LAHAINA HI 96761 NURSING 244806 MAUI COUNSELING MANAGEMENT GROUP LLC 1787 WILI PA LOOP 7 WAILUKU HI 96793 MANAGEMENT 145861 9 15020 1124485 1627504 2767009 INSURANCE REIMBURSEMENTS 624100 6840605 6840605 CONTRACT REVENUES 624100 4551368 4551368 CLIENT PROGRAM FEES 624100 191436 191436 CLIENT SERVICE REVENUES 624100 75964 75964 11659373 373018 373018 18000 0 18000 18000 18000 6401207 6290467 110740 110740 110740 14928140 11659373 0 501758 X 275428 275428 7314639 6699172 440462 175005 159479 159479 682787 646471 24342 11974 790077 702688 74879 12510 710484 710484 38031 38031 34869 34869 2424058 2356927 59377 7754 472729 416048 50719 5962 163265 21710 111878 29677 586684 507144 41753 37787 74653 58258 12472 3923 183103 169417 13686 205112 59760 145352 MEALS 200607 200607 0 0 DIRECT PROGRAM SUPPLIES 196154 175782 1938 18434 HIRING AND TRAINING 88520 44298 25496 18726 14600679 12928245 1350682 321752 752908 1051640 543765 6903 1447079 1663543 36084 33066 6436721 1450704 4434594 4986017 7592301 7433609 118723 184078 205570 242531 15131024 15601387 709918 1060734 573612 0 118723 184078 1402253 1244812 X 13125168 13474150 603603 882425 13728771 14356575 15131024 15601387 327461 300343 0 X 0 1 X 1 1 1 X 2502295 424509 433594 916899 2767009 7044306 2502295 424509 433594 916899 2767009 7044306 1273682 5770624 242941 350143 339153 384316 391018 1707571 48498 15544 64042 8815919 55234847 0.65460 0.56780 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2020 AMOUNT: $ 48,498. 2021 AMOUNT: $ 15,544. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1930969 1930969 3617617 1172377 2445240 73809 65147 8662 814326 213180 601146 4986017 DEFERRED COMPENSATION 184078 184078 X 15047073 300343 132281 432624 14614449 34869 278822 313691 14928140 14698091 132281 132281 14565810 34869 34869 14600679 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, 2025 AND 2024 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 278,822. X X 0 0 0 0 0 0 0 0 0 NICOLE HOKOANA CHIEF EXECUTIVE OFFICER 163614 0 4500 0 0 0 29198 0 18822 0 216134 0 0 0 PART I, LINE 3 THE COMPENSATION REPORTED FOR NICOLE HOKOANA 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 LISA PONICHTERA, TRACI FUJITA, 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 2,351,170. MANAGEMENT AND GENERAL EXPENSES 30,233. FUNDRAISING EXPENSES 7,754. TOTAL EXPENSES 2,389,157. PAYROLL SERVICES: PROGRAM SERVICE EXPENSES 5,757. MANAGEMENT AND GENERAL EXPENSES 29,144. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 34,901. 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