2014-05-15T11:03:38-05:00 2013-12-31 020476956 TYLER SIMMS & STSAUVEUR CPAS PC 19 MORGAN DRIVE LEBANON NH 03766 990 2013-01-01 036016791 THE ALOHA FOUNDATION INC ALOH 8023333400 2968 LAKE MOREY ROAD FAIRLEE VT 05045 JIMMY H ZIEN EXECUTIVE DIRECTOR 8023333400 2014-05-15 1 JAMES N GODFREY CPA P00913422 6036530044 2014-05-13 2013 2015-11-30 17:44:51Z JIMMY H ZIEN 2968 LAKE MOREY ROAD FAIRLEE VT 05045 9522421 0 X WWW.ALOHAFOUNDATION.ORG X 1968 VT OPERATION OF 4 SUMMER RESIDENT CAMPS, A SUMMER DAY CAMP & A YEAR-ROUND OUTDOOR EDUCATION CENTER. 22 22 457 0 349533 -66686 1499315 2407830 6023974 6146782 1446635 525859 215456 350158 9185380 9430629 550303 590064 0 0 3273534 3487970 0 0 223640 3105038 3168103 6928875 7246137 2256505 2184492 28439605 32613601 5146570 4985886 23293035 27627715 THE ALOHA FOUNDATION, INC. IS A NON-PROFIT EDUCATIONAL INSTITUTION WITH THE OBJECTIVES OF FOSTERING PERSONAL GROWTH, SELF-RELIANCE, SELF-CONFIDENCE, COOPERATION, AND A SENSE OF COMMUNITY IN PEOPLE OF ALL AGES AND BACKGROUNDS. 0 0 4399495 564915 5223418 THREE SUMMER RESIDENT CAMPS AND ONE SUMMER DAY CAMP SERVED A TOTAL OF 1,102 CHILDREN FOR 24,795 CAMPER DAYS. 411061 407854 ONE SUMMER CAMP SERVICED FAMILIES AND GROUPS FOR A TOTAL OF 1,600 PARTICIPANTS FOR 5,877 CAMPER DAYS. 674143 25149 515510 A YEAR-ROUND OUTDOOR EDUCATION CENTER SERVED SCHOOLS, INDIVIDUAL CHILDREN, FAMILIES, ELDERS, AND OTHERS FOR A TOTAL OF 4,839 PARTICIPANTS FOR 10,566 CAMPER DAYS. 5484699 1 1 0 0 0 0 0 0 0 1 1 1 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 55 0 1 457 1 1 1 0 0 0 0 0 0 0 0 0 X 22 22 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X JANE HUPPEE 8023333400 2968 LAKE MOREY RD FAIRLEE VT 05045 BENDER JARVIS JEAN H TRUSTEE 1.00 X 0 0 0 DOBRONYI JR JOSEPH B TREASURER 1.00 X X 0 0 0 FISHER KATHLEEN TRUSTEE 1.00 X 0 0 0 FRAZIER LINDSAY A MD TRUSTEE 1.00 X 0 0 0 GAILLARD PETER W PRESIDENT 1.00 X X 0 0 0 GLOCKER RUDOLPH K TRUSTEE 1.00 X 0 0 0 HARVARD KATHLEEN W TRUSTEE 1.00 X 0 0 0 HERRICK JR JOHN F TRUSTEE 1.00 X 0 0 0 ALDERSON-SMITH LEIGH TRUSTEE 1.00 X 0 0 0 JUSTER ANNE C VICE PRESIDENT 1.00 X X 0 0 0 MANN ROBERT G TRUSTEE 1.00 X 0 0 0 SCHULZINGER ELIZABETH TRUSTEE 1.00 X 0 0 0 MICHAELSON PATRICIA A TRUSTEE 1.00 X 0 0 0 RICHARDSON GEORGE P TRUSTEE 1.00 X 0 0 0 ROSENFELD FRAN W TRUSTEE 1.00 X 0 0 0 VENTLING EMELIE R SECRETARY 1.00 X X 0 0 0 STREETER DEBORAH W TRUSTEE 1.00 X 0 0 0 ZIPF JR STEPHEN A TRUSTEE 1.00 X 0 0 0 SLAUGHTER MATTHEW TRUSTEE 1.00 X 0 0 0 CLEARWATER SUSAN B TRUSTEE 1.00 X 0 0 0 PUGHE CHARLES W TRUSTEE 1.00 X 0 0 0 OVERTREE CHRISTOPHER TRUSTEE 1.00 X 0 0 0 ZIEN JIMMY H EXECUTIVE DIRECTOR 40.00 X 134951 0 12153 HUPPEE JANE P CFO 40.00 X 103210 0 6451 238161 0 18604 2 0 0 0 0 2407830 40590 2407830 TUITION 611710 5812722 5812722 OTHER PROGRAM FEES 611710 334060 334060 6146782 376752 376752 94495 91792 2703 2703 2078 625 148607 500 0 0 148607 500 149107 149107 FACILITY RENTAL 532000 347455 347455 347455 9430629 6146782 349533 526484 590064 590064 256765 183213 73552 2525721 1773900 706286 45535 96434 53137 40293 3004 343876 205700 121546 16630 265174 129631 127348 8195 1033 1033 27550 27550 29520 29520 162501 78441 54045 30015 37634 36691 596 347 411743 255285 134218 22240 48937 5811 40445 2681 505218 505218 160509 131783 15347 13379 -32994 -32994 548945 548945 150079 150079 FOOD EXPENSE 474960 474960 OUTSIDE CONTRACTORS 175010 171838 514 2658 EQUIPMENT 91280 80840 10440 STAFF DEVELOPMENT 90593 49997 40305 291 285585 242379 38093 5113 7246137 5484699 1537798 223640 X 98980 53000 31351 510744 3681779 3607457 11088 9379 61129 65494 15489181 6673866 8717910 8815315 15524741 19194181 39527 41931 273100 316100 28439605 32613601 197364 229035 4381844 4302213 567362 454638 5146570 4985886 X 13714367 14457685 2096905 4219940 7481763 8950090 23293035 27627715 28439605 32613601 X 2184492 2084661 65527 X 0 1 X 1 0 X 1125884 903343 1346627 1499315 2407830 7282999 5105576 5474631 5839956 6023974 6146782 28590919 6231460 6377974 7186583 7523289 8554612 35873918 267706 177605 447233 839398 1035342 2767284 0 267706 177605 447233 839398 1035342 2767284 33106634 355807 269675 256448 333768 387192 1602890 355807 269675 256448 333768 387192 1602890 6587267 6647649 7443031 7857057 8941804 37476808 0.88340 0.88990 0.04280 0.04340 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 12218625 1421509 2924916 428625 -94847 16231272 9960803 834118 1759514 371889 -36079 12218625 8195882 2418840 -325548 328371 9960803 7396589 353573 793995 348275 8195882 6873982 661049 358569 497011 7396589 0.31460 0.55140 0.13400 0 0 9192668 4202806 4989862 2237885 1725244 512641 4058628 745816 3312812 8815315 11163120 2084661 2084661 9078459 352170 352170 9430629 6894465 0 6894465 351672 351672 7246137 PART V, LINE 4: THE ENDOWMENT FUNDS ARE USED FOR SCHOLARSHIPS AND FOR THE UPKEEP OF THE PROPERTY. PART XI, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT MANAGEMENT FEES 29,520. RENTAL EXPENSES -91,793. SCHOLARSHIPS AND DISCOUNTS 413,944. GAIN ON SALE OF FIXED ASSETS 500. ROUNDING -1. PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT MANAGEMENT FEES 29,520. SCHOLARSHIPS & DISCOUNTS 413,944. RENTAL EXPENSES -91,793. ROUNDING 1. 1 FINANCIAL AID/SCHOLARSHIPS 135 590064 FMV FINANCIAL AID/SCHOLARSHIPS AWARDED TO INDIVIDUAL CAMPERS. SCHEDULE I PART I CAMPERSHIP APPLICANTS APPLY FOR FINANCIAL AID BY SUBMITTING AN APPLICATION AND COPIES OF THEIR MOST RECENT TAX RETURN. THE APPLICATION AND TAX RETURN ARE REVIEWED BY A COMMITTEE, WHICH RECOMMENDS INDIVIDUALS FOR CAMPERSHIPS. THE ALOHA FOUNDATION KEEPS A LIST OF THE RECIPIENTS AND THEIR ASSOCIATED AWARDS, AS WELL AS A FILE WITH THEIR APPLICATION AND TAX INFORMATION, IN THE BUSINESS OFFICE. X 18 40590 0 0 1 PART I, LINE 32B: IN 2013, THE FOUNDATION USED VANGUARD ASSET MANAGEMENT SERVICES TO PROCESS AND SELL ALL GIFTS OF STOCK UPON RECEIPT. FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS REVIEWED BEFORE FILING BY THE AUDIT AND FINANCE COMMITTEE OF THE BOARD OF TRUSTEES. IT IS AVAILABLE TO ALL BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 12C THE ALOHA FOUNDATION, INC. MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY BY HAVING TRUSTEES SIGN STATEMENTS YEARLY INDICATING ANY CONFLICTS AND USING THIS INFORMATION WHEN DECISIONS ARISE THAT COULD PRODUCE CONFLICTS. FORM 990, PART VI, SECTION B, LINE 15 THE ALOHA FOUNDATION, INC. USES ABBOTT LANGER NON-PROFIT SURVEY INFORMATION AS A BASIS FOR RECOMMENDATIONS TO THE BOARD OF TRUSTEES' PERSONNEL COMMITTEE FOR THE EXECUTIVE DIRECTOR'S SALARY. FOR KEY EMPLOYEES THE SAME SURVEY IS USED. SOMETIMES OTHER CAMPS ARE SURVEYED TO LOOK AT SALARY RANGES FOR KEY POSITIONS. FORM 990, PART VI, SECTION C, LINE 18 FORMS 990 AND 990-T ARE AVAILABLE UPON REQUEST OR THROUGH GUIDESTAR FORM 990, PART VI, SECTION C, LINE 19 CURRENTLY, THE ALOHA FOUNDATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, OR FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. FORM 990, PART XI, LINE 9: ROUNDING 2. GAIN/LOSS ON INVOLUNTARY CONVERSION 65,525.