HAWAII SHOPMENS' HEALTH & WELFARE TRUST FUND: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- HAWAII SHOPMENS' HEALTH & WELFARE TRUST FUND (EIN 99-6018519)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-10-31
- IRS object ID
- 201203059349301550
- Schema version
- 2011v1.2
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-10-31T19:39:15-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 990155373 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEMKE CHINEN & TANAKA CPA INC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 WARD AVENUE SUITE 336 | AddressLine1 |
| City | HONOLULU | City |
| State | HI | State |
| ZIP Code | 968144012 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 996018519 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HAWAII SHOPMENS' HEALTH & WELFARE TRUST FUND | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | HAWA | NameControl |
| Phone | 8085239411 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 222 SOUTH VINEYARD STREET NO PH 4 | AddressLine1 |
| City | HONOLULU | City |
| State | HI | State |
| ZIP Code | 96813 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DARIN YOSHIZUMI-UNION TRUSTEE | Name |
| Title | T KAWIKA CHUN-EMPLR TRUSTEE | Title |
| Phone | 8085239411 | Phone |
| Date Signed | 2012-10-15 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DIANE HOSOKAWA | Name |
| PTIN | P00922102 | PTIN |
| Phone | 8085336254 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | DARIN YOSHIZUMI | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 91-1009 HANAPAA STREET | AddressLine1 |
| City | KAPOLEI | City |
| State | HI | State |
| ZIP Code | 96707 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 1577445 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | N/A | WebSite |
| Type Of Organization Trust | X | TypeOfOrganizationTrust |
| Year Formation | 1968 | YearFormation |
| State Legal Domicile | HI | StateLegalDomicile |
| Activity Or Mission Description | THE FUND PROVIDES HEALTH & WELFARE BENEFITS TO PARTICIPATING EMPLOYEES AND OTHER BENEFICIARIES OF EMPLOYERS WHO CONTRIBUTE TO THE FUND | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 8 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 8 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 0 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 46912 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 37741 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -937 | InvestmentIncomePriorYear |
| Investment Income Current Year | -4486 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 4769 | OtherRevenuePriorYear |
| Other Revenue Current Year | 7964 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 50744 | TotalRevenuePriorYear |
| Total Revenue Current Year | 41219 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 190727 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 5492 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 191885 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 141110 | OtherExpensePriorYear |
| Other Expenses Current Year | 153408 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 337329 | TotalExpensesPriorYear |
| Total Expenses Current Year | 345293 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -286585 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -304074 | RevenuesLessExpensesCY |
| Total Assets BOY | 766325 | TotalAssetsBOY |
| Total Assets EOY | 471851 | TotalAssetsEOY |
| Total Liabilities BOY | 2510 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 12110 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 763815 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 459741 | NetAssetsOrFundBalancesEOY |
| Mission Description | THE FUND PROVIDES HEALTH & WELFARE BENEFITS TO PARTICIPATING EMPLOYEES AND OTHER BENEFICIARIES OF EMPLOYERS WHO CONTRIBUTE TO THE FUND | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 165893 | Expense |
| Description | PLAN PROVIDES MEDICAL BENEFITS (MEDICAL,HOSPITAL, MAJOR MEDICAL,SURGICAL,VISION,& PRESCRIPTION DRUGS) FOR ELIGIBLE EMPLOYEES OF EMPLOYERS SIGNATORY TO THE COLLECTIVE BARGAINING AGREEMENT. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 12295 | Expense |
| Description | PLAN PROVIDES LIFE INSURANCE BENEFITS FOR ELIGIBLE EMPLOYEES OF EMPLOYERS SIGNATORY TO THE COLLECTIVE BARGAINING AGREEMENT. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 7497 | Expense |
| Description | PLAN PROVIDES DENTAL BENEFITS FOR ELIGIBLE EMPLOYEES OF EMPLOYERS SIGNATORY TO THE COLLECTIVE BARGAINING AGREEMENT. (GROSS PAYMENT OF $13,695 - SURPLUS REIMBURSMENT OF $6,198 = $7,497) | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 185685 | TotalProgramServiceExpense |
| Described In501 C3 | 0 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 0 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 4 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 8 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 8 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 1 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GROUP PLAN ADMINISTRATORS INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 8085239411 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 222 S VINEYARD ST PH4 | AddressLine1 |
| City | HONOLULU | City |
| State | HI | State |
| ZIP Code | 96813 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (8 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|
| DANIEL WOO | |||||
| EMPLOYER TRUSTEE | 0.50 | X | 0 | 0 | 0 |
| T KAWIKA CHUN | |||||
| EMPLOYER TRUSTEE | 0.50 | X | 0 | 0 | 0 |
| TODD KIMURA | |||||
| EMPLOYER TRUSTEE | 0.50 | X | 0 | 0 | 0 |
| CHRISTOPHER CHUN | |||||
| EMPLOYER TRUSTEE | 0.50 | X | 0 | 0 | 0 |
| EUGENE PARIS | |||||
| UNION TRUSTEE | 0.50 | X | 0 | 0 | 0 |
| DARIN YOSHIZUMI | |||||
| UNION TRUSTEE | 0.50 | X | 600 | 1200 | 0 |
| JOHN KAOPUA III | |||||
| UNION TRUSTEE | 0.50 | X | 5100 | 0 | 0 |
| TAUAO'O TALAEAI | |||||
| UNION TRUSTEE | 0.50 | X | 600 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 6300 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 1200 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | EMPLOYEES CONTRIBUTION | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 37741 | TotalRevenueColumn |
| Related Or Exempt Function Income | 37741 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 37741 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 18233 | TotalRevenueColumn |
| Exclusion | $18,233 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1513507 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1536226 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -22719 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -22719 | TotalRevenueColumn |
| Exclusion | -$22,719 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount |
|---|---|---|---|
| UNREALIZED APPRECIATIO | 900001 | 7491 | $7,491 |
| OTHER INCOME | 900099 | 473 | $473 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 7964 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 41219 | TotalRevenueColumn |
| Related Or Exempt Function Income | 37741 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $3,478 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 185685 | Total |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6200 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13665 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23037 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2842 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1054 | Total |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5127 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7834 | Total |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 859 | Total |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal |
|---|---|
| ADMINISTRATIVE FEES | 61470 |
| CONSULTANT FEES | 36680 |
| DUES AND SUBSCRIPTION | 740 |
| PAYROLL AUDIT FEES | 70 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 30 | Total |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 345293 | Total |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 152301 | BOY |
| EOY | 160158 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6432 | BOY |
| EOY | 9004 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2946 | BOY |
| EOY | 2753 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 604646 | BOY |
| EOY | 299936 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 766325 | BOY |
| EOY | 471851 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2510 | BOY |
| EOY | 12110 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2510 | BOY |
| EOY | 12110 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Do Not Follow SFAS117 | X | DoNotFollowSFAS117 |
Cap Stck Trst Prin Current Funds CapStckTrstPrinCurrentFunds
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 763815 | BOY |
| EOY | 459741 | EOY |
Paid In Cap Srpls Land Bldg Eqp Fund PaidInCapSrplsLandBldgEqpFund
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 763815 | BOY |
| EOY | 459741 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 766325 | BOY |
| EOY | 471851 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | -304074 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
| Total Revenue | 41219 | TotalRevenue |
| Total Expenses | 345293 | TotalExpenses |
| Excess Or Deficit For Year | -304074 | ExcessOrDeficitForYear |
| Excess Or Deficit Per FS | -304074 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 38377 | TotRevenueEtcAuditedFinclStmt |
| Revenue Not Rptd F990 | 0 | RevenueNotRptdF990 |
| Revenue Subtotal | 38377 | RevenueSubtotal |
| Investment Expenses Not Included | 2842 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 2842 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 41219 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 342451 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 342451 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 2842 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 2842 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 345293 | TotalExpensesPerForm990 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | T. KAWIKA CHUN (EMPLOYER TRUSTEE), TODD KIMURA (EMPLOYER TRUSTEE) AND CHRISTOPHER CHUN (EMPLOYER TRUSTEE) ALL WORK FOR THE SAME EMPLOYER. EMPLOYER TRUSTEE T. KAWIKA CHUN IS EMPLOYER TRUSTEE CHRISTOPHER CHUN'S UNCLE. | |
| FORM 990, PART VI, SECTION B, LINE 11 | ALL DOCUMENTS ARE REVIEWED BY APPROPRIATE INDIVIDUALS PRIOR TO SIGNING AND FILING. | |
| FORM 990, PART VI, SECTION B, LINE 12C | POLICY IS REVIEWED BY THE BOARD OF TRUSTEES ANNUALLY. | |
| FORM 990, PART VI, SECTION C, LINE 18 | FORM 990 IS MADE AVAILABLE UPON REQUEST. | |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST. | |
| FORM 990, PART VII | DANIEL WOO - 1320 KALANI STREET #202, HONOLULU, HI 96817. T. KAWIKA CHUN - 2846 UALENA STREET #5, HONOLULU, HI 96819. TODD KIMURA - 2846 UALENA STREET #5, HONOLULU, HI 96819. CHRISTOPHER CHUN - 2846 UALENA STREET #5, HONOLULU, HI 96819. EUGENE PARIS - 94-497 UKEE STREET, WAIPAHU, HI 96797. DARIN YOSHIZUMI - 91-1009 HANAPAA STREET, KAPOLEI, HI 96707. JOHN KAOPUA III - 89-621 HALEAKALA AVENUE, NANAKULI, HI 96792. TAUAO'O TALAEAI - 91-1774 NIULELO PLACE, EWA BEACH, HI 96706. | CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC |
| FORM 990, PART XI, LINE 2C: | BOARD OF TRUSTEES SELECTS THE INDEPENDENT AUDITOR AND APPOINTS THE ADMINISTRATOR TO REVIEW THE FINANCIAL STATEMENTS. PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Direct Controlling Entity NADirectControllingEntityNA | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|
| HAWAII SHOPMENS APPRENTICESHIP AND TRAINING TRUST | |||||||||
| 222 S VINEYARD STREET PH-4 | HONOLULU | HI | 96813 | 996018518 | TO TRAIN AND RETRAIN APPRENTICES AND JOURNEYMEN IN THE STEEL INDUSTRY. | HI | 501(C)(5) | N/A | 0 |
| HAWAII SHOPMENS VACATION AND HOLIDAY TRUST FUND | |||||||||
| 222 S VINEYARD STREET PH-4 | HONOLULU | HI | 96813 | 996032460 | TO PROVIDE VACATION AND HOLIDAY BENEFITS TO ELIGIBLE EMPLOYEES. | HI | 501(C)(9) | N/A | 0 |
| HAWAII SHOPMENS LOCAL 803 ANNUITY | |||||||||
| 222 S VINEYARD STREET PH-4 | HONOLULU | HI | 96813 | 990205868 | TO PROVIDE ANNUITY BENEFITS TO ELIGIBLE EMPLOYEES | HI | 401(A) | N/A | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
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