2012-03-15T09:51:47-05:00 2011-12-31 020476956 TYLER SIMMS & STSAUVEUR CPAS PC 19 MORGAN DRIVE LEBANON NH 03766 990 2011-01-01 036016791 THE ALOHA FOUNDATION INC ALOH 8023333400 2968 LAKE MOREY ROAD FAIRLEE VT 05045 JIMMY H ZIEN 8023333400 2012-03-05 1 JAMES N GODFREY CPA P00913422 6036530044 2011 2016-02-24 21:20:13Z JIMMY H ZIEN 2968 LAKE MOREY ROAD FAIRLEE VT 05045 10716621 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 21 424 0 149978 0 903343 1346627 5474631 5839956 607064 643483 202096 153836 7187134 7983902 514015 506652 0 0 3005512 3243940 0 0 144231 2814205 2942714 6333732 6693306 853402 1290596 25095227 25500646 4575857 4830742 20519370 20669904 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 3897283 500665 5014587 THREE SUMMER RESIDENT CAMPS AND ONE SUMMER DAY CAMP SERVED A TOTAL OF 1,071 CHILDREN FOR 24,487 CAMPER DAYS. 370744 291721 ONE SUMMER CAMP SERVICED FAMILIES AND GROUPS FOR A TOTAL OF 1,293 PARTICIPANTS FOR 5,174 CAMPER DAYS. 713058 5987 533648 A YEAR-ROUND OUTDOOR EDUCATION CENTER SERVED SCHOOLS, INDIVIDUAL CHILDREN, FAMILIES, ELDERS, AND OTHERS FOR A TOTAL OF 4,618 PARTICIPANTS FOR 10,041 CAMPER DAYS. 4981085 1 1 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 0 1 46 0 1 424 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 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 REID SALLY C 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 ZVONKOVIC MARK 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 132202 0 11763 132202 0 11763 1 0 0 0 0 1346627 50879 1346627 TUITION 611710 5501714 5501714 OTHER PROGRAM FEES 611710 338242 338242 5839956 242048 242048 89390 100749 -11359 -11359 -15217 3858 3030225 3180 2631970 398255 3180 401435 401435 FACILITY RENTAL 532000 165195 165195 165195 7983902 5839956 149978 647341 506652 506652 143965 129569 14396 2481305 1641641 770344 69320 94433 46402 43192 4839 291812 164825 113778 13209 232425 115071 111078 6276 18154 18154 46184 46184 87547 11401 76146 38618 37139 852 627 380838 245951 114400 20487 58348 18036 37986 2326 476987 476987 128041 105392 18279 4370 20489 20489 502829 502829 136014 136014 FOOD EXPENSE 422620 422620 OUTSIDE CONTRACTORS 229128 218327 4576 6225 EQUIPMENT RENTAL 92386 82611 9775 STAFF DEVELOPMENT 58061 41032 16941 88 246470 208155 36247 2068 6693306 4981085 1567990 144231 X 368637 165676 122718 78310 3285021 3296340 8571 9532 58531 58288 14487962 5783528 8764956 8704434 12219191 12682478 34727 37128 232875 468460 25095227 25500646 226984 239840 3886801 4185495 462072 405407 4575857 4830742 X 12484483 12207260 2056106 1798292 5978781 6664352 20519370 20669904 25095227 25500646 X 1290596 -1140062 X 0 1 1 X 0 X 1549978 2429246 1125884 903343 1346627 7355078 4581184 5187181 5105576 5474631 5839956 26188528 6131162 7616427 6231460 6377974 7186583 33543606 550071 700864 267706 177605 447233 2143479 0 550071 700864 267706 177605 447233 2143479 31400127 525335 370950 355807 269675 256448 1778215 525335 370950 355807 269675 256448 1778215 6656497 7987377 6587267 6647649 7443031 35321821 0.88900 0.85400 0.05030 0.05620 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 8195882 2418840 -325548 328371 9960803 7396589 353573 793995 348275 8195882 6873982 661049 358569 497011 7396589 9256569 464099 -2367953 478733 6873982 0.30320 0.66910 0.02770 0 0 8534890 3582599 4952291 2013634 1492181 521453 3939438 708748 3230690 8704434 7983902 6693306 1290596 -1140061 -1 -1140062 150534 6565794 -1140061 -1140061 7705855 278047 278047 7983902 6415260 0 6415260 278046 278046 6693306 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 8 - OTHER ADJUSTMENTS: ROUNDING -1. PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT MANAGEMENT FEES 46,184. RENTAL EXPENSES -100,750. SCHOLARSHIPS AND DISCOUNTS 332,612. ROUNDING 1. PART XIII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT MANAGEMENT FEES 46,184. SCHOLARSHIPS & DISCOUNTS 332,612. RENTAL EXPENSES -100,750. 1 FINANCIAL AID/SCHOLARSHIPS 123 506652 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 22 50879 0 0 1 THIRD PARTY USE: PART I, LINE 32B: THE FOUNDATION USES OLD NORTH ADVISORS, LLC 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 5: NET UNREALIZED LOSSES ON INVESTMENTS: -1,140,061. ROUNDING -1. TOTAL TO FORM 990, PART XI, LINE 5: -1,140,062.