2022-11-15T16:39:10-06:00 2021-12-31 770534410 COMPREHENSIVE FINANCIAL MANAGEMENT 720 University Ave 200 Los Gatos CA 95032 990 2021-01-01 454910317 Hawaii Leadership Forum C/O CFM HAWA 4083583316 720 University Ave 200 Los Gatos CA 95032 Michael G Mohr Pres,Treas,Dir 4083583316 2022-11-15 1 Michael Mohr 999009999 Roger V Hansen P00294980 4083583316 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z Michael G Mohr 720 University 200 Los Gatos CA 95032 2394054 0 X www.hawaiileadershipforum.org X 2012 HI The Hawaii Leadership Forum is a societal change organization dedicated to advancing leadership in and for Hawaii. We seek to cultivate the conditions in which Hawaii thrives. 6 2 7 0 0 0 3981466 2394054 0 0 0 0 0 0 3981466 2394054 22995 70112 0 0 1424762 929206 0 0 0 2369342 1329355 3817099 2328673 164367 65381 1613822 1629789 212191 162777 1401631 1467012 X The Hawaii Leadership Forum is a societal change organization dedicated to advancing leadership in and for Hawaii. We seek to cultivate the conditions in which Hawaii thrives. 1 1 1747761 Omidyar Fellows - In 2021, the Omidyar Fellows Cohorts VII and VIII continued their curriculum. The Omidyar Fellows curriculum and program galvanizes transformative leadership on the individual, organizational, and network levels, using program elements that include executive coaching, peer and cohort learning, leadership conversations, and an individual learning excursion. The Fellows continue after the initial 15-month (extended for Cohorts VII and VIII due to COVID) curriculum as change agents in service to address the most significant problems facing Hawaii as part of the Forum of Fellows network. 18938 9045 Systems Sensing and Impact - Facilitating systems thinking, mapping and other systems practices to gain clarity on complex issues, identify leverage points for systems change, inform strategic intent, create learning and adaption plans, and expand collaborative opportunities. 35671 Live Aloha is a grassroots program started in 1993 that believes in the power of collective individual behaviors to build a strong and respectful society. It is centered around a list of everyday actions that anyone can do and includes bumper stickers and decals with the iconic "Live Aloha" graphic. In 2021, this campaign was digitized for the 21st century, with a new website and social media presence to bring the program back to Hawai'i and audiences worldwide. 61067 61067 Hawaii Data Collaborative (HDC) (FKA Well-being Data Project) - Adapting the Legatum Prosperity model of income and well-being to produce local rigorous societal level data and trends to provide a well-researched understanding and articulation of the current state of prosperity in Hawaii with baseline metrics for a longitudinal study. HDC is working to promote a culture of data-driven decision making in Hawaii by making data for solving our pressing challenges more accessible, relevant, and meaningful. HDC became its own nonprofit organization and transitioned out of Hawaii Leadership Forum in 2021. 61067 61067 1863437 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 5 0 1 7 1 0 0 0 0 0 0 0 0 0 0 X 6 2 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 HI X Michelle Green 4083583316 720 University Ave Ste 200 Los Gatos CA 95032 X Michael Mohr Pres,Treas,Dir 2.31 X X 0 0 0 Kelvin Taketa Director 1.00 X 0 0 0 Jennifer Sabas Director 1.00 X 0 0 0 Pierre Omidyar Director 0.00 X 0 0 0 Cathy Luke Director 1.00 X 0 0 0 Randy Ching Director 5.38 X 0 0 0 William Coy Director, Omidyar Fellows 40.00 X 285207 0 0 Aubrey Yee Network Weaver 40.00 X 119526 0 0 404733 0 0 3 0 1 0 0 2394054 2394054 2394054 0 0 0 X 70112 70112 703301 604299 99002 63041 52905 10136 162864 137271 25593 1663 37 1626 67220 1306 65914 32500 32500 243151 243151 9569 9569 9079 9079 99569 32606 66963 23366 21012 2354 218724 218724 6529 6529 2777 2777 Projects 211261 211261 0 Office CAM Expense 107427 35950 71477 Donations, Grant and Gi 70112 61067 9045 Contract/Temporary Work 54388 54388 0 172020 119348 52672 2328673 1863437 465236 0 1491593 566787 16159 16159 986000 93038 54340 215346 208843 13032 6503 1613822 1629789 211767 162353 424 424 212191 162777 X 461381 438380 940250 1028632 1401631 1467012 1613822 1629789 65381 0 X X 0 1 X 1 0 X 1945000 2227500 2584000 3981466 2394054 13132020 15500 15500 1960500 2227500 2584000 3981466 2394054 13147520 0 0 0 13147520 1960500 2227500 2584000 3981466 2394054 13147520 1.00000 0.99950 0.00000 X Part IV, Section A, Line 6 Hawaii Leadership Forum provided in-kind occupancy support to Civil Beat Law Center for the Public Interest Inc. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 57486 57486 0 43386 40506 2880 114474 110851 3623 6503 Excise Tax Payable 424 424 2610554 216500 216500 2394054 0 2394054 2545173 216500 216500 2328673 0 2328673 1 Civil Beat Law Center 3465 Waialae Avenue Ste 200 Honolulu HI 96816 463490671 501 (c) (4) 0 9045 Fair Market Value In-Kind Occupancy General support Hawaii Data Collaborative 827 Fort Street Mall 2nd Floor Honolulu HI 96813 851297961 501 (c) (3) 0 61067 Fair Market Value Subscriber and Services Donated In Kind General support 1 1 Part I, Line 2: Before making a grant to a grantee in the U.S., Hawaii Leadership Forum (HLF) performs due diligence, including determining the grantee's U.S. tax status, performing anti-terrorism checks and making a formal "pre-grant inquiry", as defined in the federal tax regulations, when required. X X 0 0 0 0 0 0 0 0 0 William Coy Director, Omidyar Fellows 270207 0 15000 0 0 0 0 0 0 0 285207 0 0 0 Form 990, Part III, line 2 Live Aloha is a grassroots program started in 1993 that believes in the power of collective individual behaviors to build a strong and respectful society. It is centered around a list of everyday actions that anyone can do and includes bumper stickers and decals with the iconic "Live Aloha" graphic. In 2021, this campaign was digitized for the 21st century, with a new website and social media presence to bring the program back to Hawai'i and audiences worldwide. Form 990, Part III, line 3 1. Civic Leadership Development - Due to COVID, this program was not pursued in 2021. Developing adaptive leadership models and competencies for Hawaii and vitalizing the practice of citizen leadership through a workshop for the larger leadership and civic community of Hawaii. Form 990, Part VI, Section A, line 2 Michael Mohr, Director, President, and Treasurer is a partner of Comprehensive Financial Management LLC, a company that performs services for Pierre Omidyar, Director. Randy Ching, Director is a partner in UP2398 LLC, of which Pierre Omidyar has a significant investment in. Form 990, Part VI, Section B, line 11b The federal Form 990 is prepared by Comprehensive Financial Management with inputs from Hawaii Leadership Forum staff. A draft of the Form 990 is distibuted to the Hawaii Leadership Forum Chairman and the CEO of Hawaii Community Foundation for review, questions and comments. The draft Form 990 is then edited based on the inputs, and finalized for signature and filing. Form 990, Part VI, Section B, line 12c Hawaii Leadership Forum monitors and enforces its conflict of interest policy by annually reviewing potential conflicts with the trustees, officers, directors and key employees. The policy outlines a process by which Hawaii Leadership Forum evaluates and protects against undue influence by any person who may have a conflict of interest as well as outlines a process if there is a potential violation. The Board reviews the policy on a periodic basis. Form 990, Part VI, Section B, line 15 The process that Hawaii Leadership Forum conducts in determining compensation for officers and key employees (board members are not compensated) includes conducting a compensation benchmark study and analysis for each compensated officer and key employee. The analysis of the study is reviewed for approval of the appropriate compensation. Form 990, Part VI, Section C, line 19 Hawaii Leadership Forum's governing documents, policies and financial statements are available to the public upon request. Form 990, Part IX, line 11g Other Fees: Program service expenses 243,151. Management and general expenses 0. Fundraising expenses 0. Total expenses 243,151. Form 990, Part IX, line 24e Office Parking: Program service expenses 17,406. Management and general expenses 3,837. Fundraising expenses 0. Total expenses 21,243. Learning Supports: Program service expenses 18,935. Management and general expenses 0. Fundraising expenses 0. Total expenses 18,935. Telephone - Office: Program service expenses 6,068. Management and general expenses 12,609. Fundraising expenses 0. Total expenses 18,677. Housing Allowance: Program service expenses 14,400. Management and general expenses 3,600. Fundraising expenses 0. Total expenses 18,000. Identity, Communications and Public Relations: Program service expenses 15,940. Management and general expenses 1,703. Fundraising expenses 0. Total expenses 17,643. Online Connection, Services & Hosting: Program service expenses 13,539. Management and general expenses 2,524. Fundraising expenses 0. Total expenses 16,063. Computer Hardware & Devices: Program service expenses 9,661. Management and general expenses 5,021. Fundraising expenses 0. Total expenses 14,682. Curriculum Materials: Program service expenses 8,924. Management and general expenses 0. Fundraising expenses 0. Total expenses 8,924. Equipment Rental: Program service expenses 0. Management and general expenses 5,655. Fundraising expenses 0. Total expenses 5,655. Excise Tax: Program service expenses 1,508. Management and general expenses 3,283. Fundraising expenses 0. Total expenses 4,791. Conferences, Seminars & Workshops: Program service expenses 3,563. Management and general expenses 664. Fundraising expenses 0. Total expenses 4,227. Telephone - Cellular & Data: Program service expenses 3,415. Management and general expenses 685. Fundraising expenses 0. Total expenses 4,100. Professional Development and Education: Program service expenses 2,468. Management and general expenses 460. Fundraising expenses 0. Total expenses 2,928. Gifts and appreciation: Program service expenses 1,506. Management and general expenses 1,026. Fundraising expenses 0. Total expenses 2,532. Computer Software: Program service expenses 0. Management and general expenses 2,430. Fundraising expenses 0. Total expenses 2,430. Meeting and Events - Meals and Entertainment: Program service expenses 143. Management and general expenses 1,726. Fundraising expenses 0. Total expenses 1,869. Meals - Meetings: Program service expenses 1,468. Management and general expenses 151. Fundraising expenses 0. Total expenses 1,619. Office Furnishings: Program service expenses 0. Management and general expenses 1,505. Fundraising expenses 0. Total expenses 1,505. Computer Supplies and Technology - Other: Program service expenses 0. Management and general expenses 1,331. Fundraising expenses 0. Total expenses 1,331. Bank/Broker Fees: Program service expenses 0. Management and general expenses 1,066. Fundraising expenses 0. Total expenses 1,066. Printing and Reproduction: Program service expenses 0. Management and general expenses 1,064. Fundraising expenses 0. Total expenses 1,064. Books, Publications and Subscriptions: Program service expenses 0. Management and general expenses 671. Fundraising expenses 0. Total expenses 671. Postage and Delivery: Program service expenses 0. Management and general expenses 609. Fundraising expenses 0. Total expenses 609. Repairs and Maintenance: Program service expenses 0. Management and general expenses 476. Fundraising expenses 0. Total expenses 476. License and Fees: Program service expenses 0. Management and general expenses 350. Fundraising expenses 0. Total expenses 350. Office Security/Building Patrol: Program service expenses 111. Management and general expenses 226. Fundraising expenses 0. Total expenses 337. Meetings and Events: Program service expenses 192. Management and general expenses 0. Fundraising expenses 0. Total expenses 192. Program-Event Food & Beverage: Program service expenses 101. Management and general expenses 0. Fundraising expenses 0. Total expenses 101. Part XII, Line 2c The process for review has not changed from prior year.