2020-11-16T10:24:49-06:00 2019-12-31 770534410 COMPREHENSIVE FINANCIAL MANAGEMENT 720 University Ave 200 Los Gatos CA 95032 990 2019-01-01 454910317 Hawaii Leadership Forum C/O CFM HAWA 4083583316 720 University Ave No 200 Los Gatos CA 95032 Michael G Mohr Pres,Treas,Dir 4083583316 2020-11-16 1 Roger V Hansen P00294980 4083583316 50.79.212.98 2020-11-16 10:24:44 PS P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 8192282A0DA05EC08378104E24977D32638A0653 2019 2021-01-29 14:40:06Z Michael G Mohr 720 University 200 Los Gatos CA 95032 2584000 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 3 6 0 0 0 2227500 2584000 0 0 0 0 0 0 2227500 2584000 15120 15740 0 0 864926 949937 0 0 0 1217356 1580858 2097402 2546535 130098 37465 1300952 1396881 101153 159617 1199799 1237264 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. 0 0 1724355 Omidyar Fellows - In 2019, the Omidyar Fellows sixth cohort complete their curriculum phase. Cohort VII was selected in June and started their curriculum in October. 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 curriculum as change agents in service to address the most significant problems facing Hawaii as part of the Forum of Fellows network. 305553 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 makes data more accessible, relevant, and meaningful by elevating critical data to address Hawaii's most pressing challenges and focusing on the role that data analysis can play in improving the well-being of families and communities in Hawaii. 71032 15740 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.Civic Leadership Development - 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. 2100940 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 36 0 1 6 1 0 0 0 0 0 0 0 0 0 0 0 0 X 6 3 1 0 0 0 0 0 0 1 1 1 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 1.00 X X 0 0 0 Kelvin Taketa Director 1.00 X 0 0 0 Richard Gushman II Director 1.00 X 0 0 0 Jennifer Sabas Director 1.00 1.00 X 0 0 0 Pierre Omidyar Director 0.50 X 0 0 0 Cathy Luke Director 1.00 X 0 0 0 William Coy Director, Omidyar Fellows 40.00 X 281449 0 21734 Aubrey Yee Network Weaver 40.00 X 122346 0 8750 403795 0 30484 3 0 1 0 Duesenberg Investment Co LLC PO Box 511337 Los Angeles CA 900517892 Office Space 200783 David Viotti 336 Lexington Drive Menlo Park CA 94025 Consulting 106500 2 2584000 2584000 2584000 0 0 0 X 15740 15740 281449 225159 56290 461111 383570 77541 55221 46086 9135 152156 128065 24091 1429 1429 89857 1262 88595 600 600 16999 15964 1035 17376 2093 15283 252455 120000 132455 72046 67246 4800 598456 596369 2087 11568 11568 2870 2870 Support for Non-Fellow 321999 321999 Executive Coaches 141499 141499 Presenters 12405 12405 Online Services 11647 9776 1871 29652 12278 17374 2546535 2100940 445595 0 1214338 404234 15687 15687 3261 909000 38682 44259 215346 191645 28984 23701 1300952 1396881 100729 159193 424 424 101153 159617 X 399799 328264 800000 909000 1199799 1237264 1300952 1396881 37465 0 X 0 1 X 1 0 X 1262000 2706250 1945000 2227500 2584000 10724750 15500 15500 1262000 2706250 1960500 2227500 2584000 10740250 0 6500 6500 6500 6500 10733750 1262000 2706250 1960500 2227500 2584000 10740250 0.99940 0.99440 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., Collaborative Leaders Network of Hawaii Inc., and to Collaborative Support Services, Inc. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 57486 57393 93 43386 35656 7730 114474 98596 15878 23701 Excise Tax Payable 424 424 2725800 141800 141800 2584000 0 2584000 2688335 141800 141800 2546535 0 2546535 1 Civil Beat Law Center 3465 Waialae Avenue Ste 200 Honolulu HI 96816 463490671 501 (c) (4) 9390 Fair Market Value In-Kind Occupancy General support Collaborative Leaders Network of Hawaii Inc 3465 Waialae Avenue Ste 200 Honolulu HI 96816 274662010 501 (c) (3) 3175 Fair Market Value In-Kind Occupancy General support Collaborative Support Services Inc 3465 Waialae Avenue Ste 200 Honolulu HI 96816 830599239 501 (c) (3) 3175 Fair Market Value In-Kind Occupancy General support 2 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 266449 0 15000 0 0 0 21734 0 0 0 303183 0 0 0 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. 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 24e Copier Maintenance: Program service expenses 0. Management and general expenses 7,783. Fundraising expenses 0. Total expenses 7,783. Staff Meals: Program service expenses 4,531. Management and general expenses 1,692. Fundraising expenses 0. Total expenses 6,223. Continuing Coaching: Program service expenses 4,615. Management and general expenses 0. Fundraising expenses 0. Total expenses 4,615. Dues & Memberships: Program service expenses 0. Management and general expenses 3,256. Fundraising expenses 0. Total expenses 3,256. Subscriptions: Program service expenses 0. Management and general expenses 2,122. Fundraising expenses 0. Total expenses 2,122. Printing & Publications: Program service expenses 1,634. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,634. Tech Support: Program service expenses 0. Management and general expenses 1,440. Fundraising expenses 0. Total expenses 1,440. Equipment Rental: Program service expenses 1,391. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,391. Postage & Shipping: Program service expenses 107. Management and general expenses 699. Fundraising expenses 0. Total expenses 806. Gifts: Program service expenses 0. Management and general expenses 262. Fundraising expenses 0. Total expenses 262. Bank Fees: Program service expenses 0. Management and general expenses 120. Fundraising expenses 0. Total expenses 120.