HAWAII OBSTETRICS AND GYNECOLOGY RESEARCH AND EDUCATION FOUNDATION: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
HAWAII OBSTETRICS AND GYNECOLOGY RESEARCH AND EDUCATION FOUNDATION (EIN 99-0305156)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-04-25
IRS object ID
201411159349300221
Schema version
2013v3.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2014-04-25T15:13:39-05:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GILBERT LEONG & GREGORY LEE CPAS INCBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1841 BISHOP ST STE 2020AddressLine1
CityHONOLULUCity
StateHIState
ZIP Code968133921ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN990305156EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1HAWAII OBSTETRICS AND GYNECOLOGYBusinessNameLine1
Business Name Line2RESEARCH AND EDUCATION FOUNDATIONBusinessNameLine2
FieldValueIRS element (for citing)
Business Name ControlHAWABusinessNameControlTxt
Phone8082036511PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11319 PUNAHOU STAddressLine1
Address Line2ROOM/SUITE 824AddressLine2
CityHONOLULUCity
StateHIState
ZIP Code96826ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSHARI TASAKAPersonNm
Person TitleSECRETARY-TREASURERPersonTitleTxt
Phone8082036511PhoneNum
Signature2014-04-25SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGREGORY H LEEPreparerPersonNm
PTINP00074917PTIN
Phone8085215051PhoneNum
Preparation2014-04-23PreparationDt
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-11-30 17:44:51ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerSHARI TASAKAPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11319 PUNAHOU ST STE 824AddressLine1
CityHONOLULUCity
StateHIState
ZIP Code96826ZIPCode
FieldValueIRS element (for citing)
Gross Receipts$295,034GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1993FormationYr
Legal Domicile StateHILegalDomicileStateCd
Activity Or MissionSUPPORT AND ENHANCE MEDICAL AND EDUCATIONAL TRAINING OF THE RESIDENTS, FACULTY MEMBERS, MEDICAL STUDENTS AND STAFF OF THE UNIVERSITY OF HAWAII, JOHN A. BURNS SCHOOL OF MEDICINE, DEPARTMENT OF OBSTETRICS, GYNECOLOGY AND WOMEN'S HEALTH.ActivityOrMissionDesc
Voting Members Governing Body3VotingMembersGoverningBodyCnt
Voting Members Independent0VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$437PYContributionsGrantsAmt
CY Contributions Grants$40CYContributionsGrantsAmt
PY Program Service Revenue$18,628PYProgramServiceRevenueAmt
CY Program Service Revenue$36,667CYProgramServiceRevenueAmt
PY Investment Income$53,706PYInvestmentIncomeAmt
CY Investment Income$46,635CYInvestmentIncomeAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$72,771PYTotalRevenueAmt
CY Total Revenue$83,342CYTotalRevenueAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$35,948PYOtherExpensesAmt
CY Other Expenses$47,926CYOtherExpensesAmt
PY Total Expenses$35,948PYTotalExpensesAmt
CY Total Expenses$47,926CYTotalExpensesAmt
PY Revenues Less Expenses$36,823PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$35,416CYRevenuesLessExpensesAmt
Total Assets BOY$1,374,576TotalAssetsBOYAmt
Total Assets EOY$1,456,843TotalAssetsEOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,374,576NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,456,843NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionSUPPORT AND ENHANCE MEDICAL AND EDUCATIONAL TRAINING OF THE RESIDENTS, FACULTY MEMBERS, MEDICAL STUDENTS AND STAFF OF THE UNIVERSITY OF HAWAII, JOHN A. BURNS SCHOOL OF MEDICINE, DEPARTMENT OF OBSTETRICS, GYNECOLOGY AND WOMEN'S HEALTH.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$7,897ExpenseAmt
DescFUNDS USED TO SUBSIDIZE, RESIDENTS AND FACULTY DEVELOPMENT, RESEARCH AND TRAINING.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$30,651ExpenseAmt
Revenue$36,667RevenueAmt
DescCONDUCTED ULTRASOUND CONTINUING MEDICAL EDUCATION CONFERENCE HELD SEPTEMBER 13 AND 14, 2013 FOR MEDICAL STUDENTS AND STAFF OF THE UNIVERSITY OF HAWAII, JOHN A. BURNS SCHOOL OF MEDICINE AND OTHER MEDICAL PROFESSIONALS.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$38,548TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredfalseScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Temp Or Permanent EndowmentsfalseTempOrPermanentEndowmentsInd
Report Land Building EquipmentfalseReportLandBuildingEquipmentInd
Report Investments Other SecYes (true)ReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With Officer EntfalseBusinessRlnWithOfficerEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredfalseScheduleORequiredInd
IRP Document1IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Form8899 FiledindfalseForm8899Filedind
Form1098 C FiledfalseForm1098CFiledInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Governing Body Voting Members3GoverningBodyVotingMembersCnt
Independent Voting Member0IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyfalseForm990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyfalseConflictOfInterestPolicyInd
Whistleblower PolicyfalseWhistleblowerPolicyInd
Document Retention PolicyfalseDocumentRetentionPolicyInd
Compensation Process CEOfalseCompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonSHARI TASAKAPersonNm
Phone8082036511PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11319 PUNAHOU ST STE 824AddressLine1
CityHONOLULUCity
StateHIState
ZIP Code96826ZIPCode
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (3 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
IVICA ZALUD
PRESIDENT/DI1.00Yes (X)Yes (X)$0$0$0
TOD AEBY MD
VICE-PRESIDEYes (X)Yes (X)$0$0$0
SHARI Y TASAKA
SEC-TR/DIREC4.00Yes (X)Yes (X)$0$0$0
FieldValueIRS element (for citing)
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
All Other Contributions$40AllOtherContributionsAmt
Total Contributions$40TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescMEDICAL CONFERENCEDesc
Business611710BusinessCd
Total Revenue Column$36,667TotalRevenueColumnAmt
Related Or Exempt Func Income$36,667RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$36,667TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$43,918TotalRevenueColumnAmt
Exclusion$43,918ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$214,409SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$211,692SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$2,717SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,717TotalRevenueColumnAmt
Related Or Exempt Func Income$2,717RelatedOrExemptFuncIncomeAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$83,342TotalRevenueColumnAmt
Related Or Exempt Func Income$39,384RelatedOrExemptFuncIncomeAmt
Exclusion$43,918ExclusionAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$613TotalAmt
Management And General$613ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$7,798TotalAmt
Management And General$7,798ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$2TotalAmt
Management And General$2ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$30,742TotalAmt
Program Services$30,651ProgramServicesAmt
Management And General$91ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
RESIDENTS EDUCATION & DEV$3,626$3,626
RESIDENTS BENEFITS$2,674$2,674
MEDICAL SUPPLIES$1,597$1,597
INSURANCE$874$874

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$47,926TotalAmt
Program Services$38,548ProgramServicesAmt
Management And General$9,378ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$5,197BOYAmt
EOY$6,276EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$43,475BOYAmt
EOY$52,399EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$347,239BOYAmt
EOY$282,579EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$978,665BOYAmt
EOY$1,115,589EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,374,576BOYAmt
EOY$1,456,843EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,374,576BOYAmt
EOY$1,456,843EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,374,576BOYAmt
EOY$1,456,843EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,374,576BOYAmt
EOY$1,456,843EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$35,416ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$46,851NetUnrlzdGainsLossesInvstAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedfalseFSAuditedInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
College OrganizationYes (X)CollegeOrganizationInd

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$16,600CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus2 Years$12,825CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$437CurrentTaxYearMinus1YearAmt
Current Tax Year$40CurrentTaxYearAmt
Total$29,902TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$16,600CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus2 Years$12,825CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$437CurrentTaxYearMinus1YearAmt
Current Tax Year$40CurrentTaxYearAmt
Total$29,902TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$29,902PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$35,397CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$31,252CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$62,168CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$53,706CurrentTaxYearMinus1YearAmt
Current Tax Year$42,918CurrentTaxYearAmt
Total$225,441TotalAmt
FieldValueIRS element (for citing)
Total Support$255,343TotalSupportAmt
Gross Receipts Rltd Activities$36,667GrossReceiptsRltdActivitiesAmt
Public Support CY1700.11710PublicSupportCY170Pct
Public Support PY1700.11280PublicSupportPY170Pct
Ten Pct Facts Crcmstncs Test CYYes (X)TenPctFactsCrcmstncsTestCYInd
Facts And Circumstances TestTHE ORGANIZATION IS PUBLICLY SUPPORTED EXCEPT FOR INCOME FROM INTEREST AND DIVIDENDS WHICH ARE USED TO FUND PROGRAM EXPENSESFactsAndCircumstancesTestTxt

Form990 Schedule A Part IV Form990ScheduleAPartIVGrp

FieldValueIRS element (for citing)
Form And Line ReferencePART II, LINE 17AFormAndLineReferenceDesc
ExplanationTHE ORGANIZATION IS PUBLICLY SUPPORTED EXCEPT FOR INCOME FROM INTEREST AND DIVIDENDS WHICH ARE USED TO FUND PROGRAM EXPENSESExplanationTxt

Schedule D IRS990ScheduleD

Other Securities OtherSecuritiesGrp (3 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
EQUITY MUTUAL FUNDS$560,274F
CORPORATE BONDS$512,315F
MUNICIPAL OBLIGATIONS$43,000F
FieldValueIRS element (for citing)
Total Book Value Securities$1,115,589TotalBookValueSecuritiesAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990 - ORGANIZATION'S MISSIONSUPPORT AND ENHANCE MEDICAL AND EDUCATIONAL TRAINING OF THE RESIDENTS, FACULTY MEMBERS, MEDICAL STUDENTS AND STAFF OF THE UNIVERSITY OF HAWAII, JOHN A. BURNS SCHOOL OF MEDICINE, DEPARTMENT OF OBSTETRICS, GYNECOLOGY AND WOMEN'S HEALTH.
FORM 990, PAGE 6, PART VI, LINE 11BNO REVIEW WAS OR WILL BE CONDUCTED.
FORM 990, PAGE 6, PART VI, LINE 19NO DOCUMENTS AVAILABLE TO THE PUBLIC

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