2013-04-02T12:49:30-05:00 2012-12-31 020476956 TYLER SIMMS & STSAUVEUR CPAS PC 19 MORGAN DRIVE LEBANON NH 03766 990 2012-01-01 036016791 THE ALOHA FOUNDATION INC ALOH 8023333400 2968 LAKE MOREY ROAD FAIRLEE VT 05045 JIMMY H ZIEN 8023333400 2013-03-22 1 JAMES N GODFREY CPA P00913422 6036530044 2013-03-16 2012 2016-02-25 16:41:14Z JIMMY H ZIEN 2968 LAKE MOREY ROAD FAIRLEE VT 05045 9288395 0 X WWW.ALOHAFOUNDATION.ORG X 1968 VT OPERATION OF 4 SUMMER RESIDENT CAMPS, A SUMMER DAY CAMP & A YEAR-ROUND OUTDOOR EDUCATION CENTER. 21 21 433 0 211293 0 1346627 1499315 5839956 6023974 643483 1446635 153836 215456 7983902 9185380 506652 550303 0 0 3243940 3273534 0 0 196925 2942714 3105038 6693306 6928875 1290596 2256505 25500646 28439605 4992697 5146570 20507949 23293035 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 4001087 541504 5126037 THREE SUMMER RESIDENT CAMPS AND ONE SUMMER DAY CAMP SERVED A TOTAL OF 1,073 CHILDREN FOR 24,581 CAMPER DAYS. 384075 345259 ONE SUMMER CAMP SERVICED FAMILIES AND GROUPS FOR A TOTAL OF 1,526 PARTICIPANTS FOR 5,518 CAMPER DAYS. 707839 8799 552678 A YEAR-ROUND OUTDOOR EDUCATION CENTER SERVED SCHOOLS, INDIVIDUAL CHILDREN, FAMILIES, ELDERS, AND OTHERS FOR A TOTAL OF 4,329 PARTICIPANTS FOR 10,821 CAMPER DAYS. 5093001 1 1 0 0 0 0 0 0 0 1 1 0 0 0 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 48 0 1 433 1 1 1 0 0 0 0 0 0 0 0 0 X 21 21 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 1.00 X 0 0 0 DOBRONYI JR JOSEPH B 1.00 X 0 0 0 FISHER KATHLEEN 1.00 X 0 0 0 FRAZIER LINDSAY A MD 1.00 X 0 0 0 GAILLARD PETER W 1.00 X X 0 0 0 GLOCKER RUDOLPH K 1.00 X 0 0 0 HARVARD KATHLEEN W 1.00 X 0 0 0 HERRICK JR JOHN F 1.00 X X 0 0 0 COATES JANIS L 1.00 X 0 0 0 JUSTER ANNE C 1.00 X 0 0 0 MANN ROBERT G 1.00 X 0 0 0 SCHULZINGER ELIZABETH 1.00 X 0 0 0 MICHAELSON PATRICIA A 1.00 X 0 0 0 RICHARDSON GEORGE P 1.00 X 0 0 0 ROSENFELD FRAN W 1.00 X 0 0 0 VENTLING EMELIE R 1.00 X X 0 0 0 STREETER DEBORAH W 1.00 X 0 0 0 ZIPF JR STEPHEN A 1.00 X 0 0 0 SLAUGHTER MATTHEW 1.00 X 0 0 0 CLEARWATER SUSAN B 1.00 X 0 0 0 PUGHE CHARLES W 1.00 X 0 0 0 ZIEN JIMMY H 40.00 X 134521 0 11908 134521 0 11908 1 0 0 0 0 1499315 48605 1499315 TUITION 611710 5684677 5684677 OTHER PROGRAM FEES 611710 339297 339297 6023974 319368 319368 89140 103015 -13875 -13875 -18038 4163 1127267 0 1127267 1127267 1127267 FACILITY RENTAL 532000 229331 229331 229331 9185380 6023974 211293 1450798 550303 550303 146429 131786 14643 2477960 1653323 751181 73456 94147 47033 42270 4844 315562 171783 128761 15018 239436 117537 115631 6268 19285 19285 36878 36878 117455 12608 61347 43500 43024 40941 1744 339 423231 274636 127051 21544 54349 9726 42570 2053 432250 432250 134361 115230 12878 6253 88134 88134 520548 520548 143767 143767 FOOD EXPENSE 435910 435910 OUTSIDE CONTRACTORS 227641 216904 5067 5670 EQUIPMENT RENTAL 83723 74231 9492 PLACEMENT FEES 70705 70565 140 273777 205706 64734 3337 6928875 5093001 1638949 196925 X 165676 98980 78310 31351 3296340 3681779 9532 11088 58288 61129 14891628 6173718 8704434 8717910 12682478 15524741 37128 39527 468460 273100 25500646 28439605 239840 197364 4185495 4381844 567362 567362 4992697 5146570 X 12045305 13714367 1798292 2096905 6664352 7481763 20507949 23293035 25500646 28439605 X 2256505 475830 52752 X 0 1 X 1 0 X 2429246 1125884 903343 1346627 1499315 7304415 5187181 5105576 5474631 5839956 6023974 27631318 7616427 6231460 6377974 7186583 7523289 34935733 700864 267706 177605 447233 839398 2432806 0 700864 267706 177605 447233 839398 2432806 32502927 370950 355807 269675 256448 333768 1586648 370950 355807 269675 256448 333768 1586648 7987377 6587267 6647649 7443031 7857057 36522381 0.88990 0.88900 0.04340 0.05030 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 9960803 834118 1759514 371889 -36079 12218625 8195882 2418840 -325548 328371 9960803 7396589 353573 793995 348275 8195882 6873982 661049 358569 497011 7396589 9256569 464099 -2367953 478733 6873982 0.33970 0.61230 0.04800 0 0 8809706 3879014 4930692 2153484 1603704 549780 3928438 691000 3237438 8717910 9350422 475830 475830 8874592 310788 310788 9185380 6618088 0 6618088 310787 310787 6928875 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: 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 36,878. RENTAL EXPENSES -103,015. SCHOLARSHIPS AND DISCOUNTS 376,924. ROUNDING 1. PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT MANAGEMENT FEES 36,878. SCHOLARSHIPS & DISCOUNTS 376,924. RENTAL EXPENSES -103,015. 1 FINANCIAL AID/SCHOLARSHIPS 130 550303 FMV FINANCIAL AID/SCHOLARSHIPS AWARDED TO INDIVIDUAL CAMPERS. 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 19 48605 0 0 1 THIRD PARTY USE: PART I, LINE 32B: IN 2012, THE FOUNDATION USED OLD NORTH ADVISORS, LLC AND 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 9: ROUNDING GAIN/LOSS ON INVOLUNTARY CONVERSION 52,752.