ALOHA FOUNDATION INC: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- ALOHA FOUNDATION INC (EIN 03-6016791)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-03-30
- IRS object ID
- 201130899349300213
- Schema version
- 2010v3.2
- 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 | 2011-03-30T10:58:12-05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TYLER SIMMS & STSAUVEUR CPAS PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19 MORGAN DRIVE | AddressLine1 |
| City | LEBANON | City |
| State | NH | State |
| ZIP Code | 03766 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 036016791 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ALOHA FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ALOH | NameControl |
| Phone | 8023333400 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2968 LAKE MOREY ROAD | AddressLine1 |
| City | FAIRLEE | City |
| State | VT | State |
| ZIP Code | 05045 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JIMMY H ZIEN | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 8023333400 | Phone |
| Date Signed | 2011-03-05 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | W JAY SIMMS | Name |
| Phone | 6036530044 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | JIMMY H ZIEN | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2968 LAKE MOREY ROAD | AddressLine1 |
| City | FAIRLEE | City |
| State | VT | State |
| ZIP Code | 05045 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 12156411 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.ALOHAFOUNDATION.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1968 | YearFormation |
| State Legal Domicile | VT | StateLegalDomicile |
| Activity Or Mission Description | OPERATION OF 4 SUMMER RESIDENT CAMPS, A SUMMER DAY CAMP & A YEAR-ROUND OUTDOOR EDUCATION CENTER. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 21 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 21 | NbrIndependentVotingMembers |
| Total Nbr Employees | 414 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 197800 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 1125884 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 903343 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 5105574 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 5474631 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -571441 | InvestmentIncomePriorYear |
| Investment Income Current Year | 607064 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 146958 | OtherRevenuePriorYear |
| Other Revenue Current Year | 202096 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 5806975 | TotalRevenuePriorYear |
| Total Revenue Current Year | 7187134 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 470098 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 514015 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 2906150 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 3005512 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 138450 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 2659476 | OtherExpensePriorYear |
| Other Expenses Current Year | 2814205 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 6035724 | TotalExpensesPriorYear |
| Total Expenses Current Year | 6333732 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -228749 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 853402 | RevenuesLessExpensesCY |
| Total Assets BOY | 23193320 | TotalAssetsBOY |
| Total Assets EOY | 25095227 | TotalAssetsEOY |
| Total Liabilities BOY | 4113011 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 4575857 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 19080309 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 20519370 | NetAssetsOrFundBalancesEOY |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 3806154 | Expense |
| Grants | 514015 | Grants |
| Revenue | 4696043 | Revenue |
| Description | THREE SUMMER RESIDENT CAMPS AND ONE SUMMER DAY CAMP SERVED A TOTAL OF 1,021 CHILDREN FOR 23,586 CAMPER DAYS. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 302263 | Expense |
| Revenue | 237709 | Revenue |
| Description | ONE SUMMER CAMP SERVICED FAMILIES AND GROUPS FOR A TOTAL OF 1,425 PARTICIPANTS FOR 4,783 CAMPER DAYS. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 650550 | Expense |
| Revenue | 540879 | Revenue |
| Description | A YEAR-ROUND OUTDOOR EDUCATION CENTER SERVED SCHOOLS, INDIVIDUAL CHILDREN, FAMILIES, ELDERS, AND OTHERS FOR A TOTAL OF 4,593 PARTICIPANTS FOR 10,538 CAMPER DAYS. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 4758967 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | 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 | 1 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| 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 | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 51 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 414 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 21 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 21 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | 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 | 0 | 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 | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JANE HUPPEE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 8023333400 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2968 LAKE MOREY RD | AddressLine1 |
| City | FAIRLEE | City |
| State | VT | State |
| ZIP Code | 05045 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (22 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| COATES JANIS L | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| DOBRONYI JR JOSEPH B | ||||||
| TRUSTEE | 1.00 | 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 | ||||||
| VICE PRESIDENT/TREASURER | 1.00 | X | 0 | 0 | 0 | X |
| GLOCKER RUDOLPH K | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| HARVARD KATHLEEN W | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| HERRICK JR JOHN F | ||||||
| PRESIDENT | 1.00 | X | 0 | 0 | 0 | X |
| JOHNSON RANDALL | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| JUSTER ANNE C | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| MANN ROBERT G | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| MERRITT KATE | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| MICHAELSON PATRICIA A | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| REID SALLY C | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| ROSENFELD FRAN W | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| VENTLING EMELIE R | ||||||
| SECRETARY | 1.00 | X | 0 | 0 | 0 | X |
| STREETER DEBORAH W | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| ZIPFJR STEPHEN A | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| ZVONKOVIC MARK | ||||||
| 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 | |
| JIMMY H ZIEN | ||||||
| EXECUTIVE DIRECTOR | 40.00 | 131443 | 0 | 9609 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 131443 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 9609 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| All Other Contributions | 903343 | AllOtherContributions |
| Noncash Contributions | 50615 | NoncashContributions |
| Total Contributions | 903343 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| TUITION | 611710 | 5119223 | 5119223 |
| OTHER PROGRAM FEES | 611710 | 355408 | 355408 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 5474631 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 254475 | TotalRevenueColumn |
| Exclusion | $254,475 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 97230 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 97736 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -506 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -506 | TotalRevenueColumn |
| Unrelated Business Revenue | -4802 | UnrelatedBusinessRevenue |
| Exclusion | $4,296 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 5223930 | Securities |
| Other | 200 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 4871541 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 352389 | Securities |
| Other | 200 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 352589 | TotalRevenueColumn |
| Exclusion | $352,589 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | FACILITY RENTAL | Description |
| Business Code | 532000 | BusinessCode |
| Total Revenue Column | 202602 | TotalRevenueColumn |
| Unrelated Business Revenue | 202602 | UnrelatedBusinessRevenue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 202602 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 7187134 | TotalRevenueColumn |
| Related Or Exempt Function Income | 5474631 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 197800 | UnrelatedBusinessRevenue |
| Exclusion | $611,360 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 514015 | Total |
| Program Services | 514015 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 141052 | Total |
| Management And General | 126947 | ManagementAndGeneral |
| Fundraising | 14105 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2295482 | Total |
| Program Services | 1556517 | ProgramServices |
| Management And General | 670065 | ManagementAndGeneral |
| Fundraising | 68900 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 91376 | Total |
| Program Services | 44541 | ProgramServices |
| Management And General | 41284 | ManagementAndGeneral |
| Fundraising | 5551 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 284624 | Total |
| Program Services | 151079 | ProgramServices |
| Management And General | 122251 | ManagementAndGeneral |
| Fundraising | 11294 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 192978 | Total |
| Program Services | 89870 | ProgramServices |
| Management And General | 97029 | ManagementAndGeneral |
| Fundraising | 6079 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 26351 | Total |
| Management And General | 26351 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 42017 | Total |
| Management And General | 42017 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 93033 | Total |
| Program Services | 23397 | ProgramServices |
| Management And General | 69636 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 32162 | Total |
| Program Services | 31314 | ProgramServices |
| Management And General | 488 | ManagementAndGeneral |
| Fundraising | 360 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 385037 | Total |
| Program Services | 240704 | ProgramServices |
| Management And General | 126365 | ManagementAndGeneral |
| Fundraising | 17968 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 49877 | Total |
| Program Services | 8512 | ProgramServices |
| Management And General | 39075 | ManagementAndGeneral |
| Fundraising | 2290 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 468128 | Total |
| Program Services | 468128 | ProgramServices |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 104040 | Total |
| Program Services | 88111 | ProgramServices |
| Management And General | 10160 | ManagementAndGeneral |
| Fundraising | 5769 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23350 | Total |
| Management And General | 23350 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 496724 | Total |
| Program Services | 496724 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 141226 | Total |
| Program Services | 141226 | ProgramServices |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| FOOD EXPENSE | 387520 | 387520 | ||
| OUTSIDE CONTRACTORS | 212660 | 207673 | 835 | 4152 |
| EQUIPMENT RENTAL | 88215 | 78549 | 9666 | |
| PLACEMENT FEES | 55972 | 55832 | 140 | |
| LAUNDRY | 49121 | 49121 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 158772 | Total |
| Program Services | 126134 | ProgramServices |
| Management And General | 30656 | ManagementAndGeneral |
| Fundraising | 1982 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6333732 | Total |
| Program Services | 4758967 | ProgramServices |
| Management And General | 1436315 | ManagementAndGeneral |
| Fundraising | 138450 | Fundraising |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Joint Costs | X | JointCosts |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 396709 | BOY |
| EOY | 368637 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 493169 | BOY |
| EOY | 122718 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2822084 | BOY |
| EOY | 3285021 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9984 | BOY |
| EOY | 8571 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 59396 | BOY |
| EOY | 58531 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 14084970 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 5320014 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8834642 | BOY |
| EOY | 8764956 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10329267 | BOY |
| EOY | 12219191 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 32344 | BOY |
| EOY | 34727 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 215725 | BOY |
| EOY | 232875 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23193320 | BOY |
| EOY | 25095227 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 174507 | BOY |
| EOY | 226984 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3422490 | BOY |
| EOY | 3886801 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 516014 | BOY |
| EOY | 462072 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4113011 | BOY |
| EOY | 4575857 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11720215 | BOY |
| EOY | 12484483 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1701297 | BOY |
| EOY | 2056106 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5658797 | BOY |
| EOY | 5978781 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19080309 | BOY |
| EOY | 20519370 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23193320 | BOY |
| EOY | 25095227 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 853402 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 585659 | 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 A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1993038 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1549978 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2429246 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1125884 | CurrentTaxYearMinus1Year |
| Current Tax Year | 903343 | CurrentTaxYear |
| Total | 8001489 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4445942 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4581184 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 5187181 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 5105576 | CurrentTaxYearMinus1Year |
| Current Tax Year | 5474631 | CurrentTaxYear |
| Total | 24794514 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 6438980 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 6131162 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 7616427 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 6231460 | CurrentTaxYearMinus1Year |
| Current Tax Year | 6377974 | CurrentTaxYear |
| Total | 32796003 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1425693 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 550071 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 700864 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 267706 | CurrentTaxYearMinus1Year |
| Current Tax Year | 177605 | CurrentTaxYear |
| Total | 3121939 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1425693 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 550071 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 700864 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 267706 | CurrentTaxYearMinus1Year |
| Current Tax Year | 177605 | CurrentTaxYear |
| Total | 3121939 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 29674064 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 430222 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 525335 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 370950 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 355807 | CurrentTaxYearMinus1Year |
| Current Tax Year | 269675 | CurrentTaxYear |
| Total | 1951989 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 430222 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 525335 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 370950 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 355807 | CurrentTaxYearMinus1Year |
| Current Tax Year | 269675 | CurrentTaxYear |
| Total | 1951989 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 6869202 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 6656497 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 7987377 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 6587267 | CurrentTaxYearMinus1Year |
| Current Tax Year | 6647649 | CurrentTaxYear |
| Total | 34747992 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.85400 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.80350 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.05620 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.05790 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 7396590 | BeginningOfYearBalance |
| Contributions | 353573 | Contributions |
| Investment Earnings Or Losses | 793995 | InvestmentEarningsOrLosses |
| Other Expenditures | 348275 | OtherExpenditures |
| End Of Year Balance | 8195883 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 6873986 | BeginningOfYearBalance |
| Contributions | 661049 | Contributions |
| Investment Earnings Or Losses | 358569 | InvestmentEarningsOrLosses |
| Other Expenditures | 497011 | OtherExpenditures |
| End Of Year Balance | 7396593 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 9256573 | BeginningOfYearBalance |
| Contributions | 464099 | Contributions |
| Investment Earnings Or Losses | -2367953 | InvestmentEarningsOrLosses |
| Other Expenditures | 478733 | OtherExpenditures |
| End Of Year Balance | 6873986 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.18330 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.81670 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 8312451 | OtherCostOrOtherBasis |
| Depreciation | 3296277 | Depreciation |
| Book Value | 5016174 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3817827 | OtherCostOrOtherBasis |
| Depreciation | 591932 | Depreciation |
| Book Value | 3225895 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1886576 | OtherCostOrOtherBasis |
| Depreciation | 1375042 | Depreciation |
| Book Value | 511534 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 68116 | OtherCostOrOtherBasis |
| Depreciation | 56763 | Depreciation |
| Book Value | 11353 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 8764956 | TotalOfBookValueLandBuildings |
| Total Revenue | 7187134 | TotalRevenue |
| Total Expenses | 6333732 | TotalExpenses |
| Excess Or Deficit For Year | 853402 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 548842 | NetUnrealizedGLOnInvestments |
| Other | $36,817 | OtherAmount |
| Total Adjustments | 585659 | TotalAdjustments |
| Excess Or Deficit Per FS | 1439061 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 7475601 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 548842 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 548842 | RevenueNotRptdF990 |
| Revenue Subtotal | 6926759 | RevenueSubtotal |
| Other Revenues Not Included | 260375 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 260375 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 7187134 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 6073357 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 6073357 | ExpensesSubtotal |
| Other Expenses Not Included | 260375 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 260375 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 6333732 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| 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: | GAIN ON INVOLUNTARY CONVERISON | |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | INVESTMENT MANAGEMENT FEES RENTAL EXPENSES SCHOLARSHIPS AND DISCOUNTS | |
| PART XIII, LINE 4B - OTHER ADJUSTMENTS: | INVESTMENT MANAGEMENT FEES SCHOLARSHIPS & DISCOUNTS RENTAL EXPENSES |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | FINANCIAL AID/SCHOLARSHIPS | TypeOfGrant |
| Number Of Recipients | 115 | NumberOfRecipients |
| Amount Of Non Cash Assistance | 514015 | AmountOfNonCashAssistance |
| Method Of Valuation | FMV | MethodOfValuation |
| Description Of Non Cash Assistance | FINANCIAL AID/SCHOLARSHIPS AWARDED TO INDIVIDUAL CAMPERS. | DescriptionOfNonCashAssistance |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | OTHER INFORMATION: | Identifier |
| Return Reference | PART IV: | ReturnReference |
| Explanation | 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. | Explanation |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 29 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 50615 | NoncashContribsRptdF990 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 1 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | THIRD PARTY USE: | Identifier |
| Return Reference | PART I, LINE 32B: | ReturnReference |
| Explanation | THE FOUNDATION USES OLD NORTH ADVISORS, LLC TO PROCESS AND SELL ALL GIFTS OF STOCK UPON RECEIPT. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 IS REVIEWED BEFORE FILING BY THE FINANCE COMMITTEE OF THE BOARD OF TRUSTEES. IT IS AVAILABLE TO ALL BOARD MEMBERS. | |
| 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 12C | |
| 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 B, LINE 15 | |
| CURRENTLY, THE ALOHA FOUNDATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, OR FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. | FORM 990, PART VI, SECTION C, LINE 19 | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | NET UNREALIZED GAINS ON INVESTMENTS: 548,842. GAIN ON INVOLUNTARY CONVERISON 36,817. TOTAL TO FORM 990, PART XI, LINE 5: 585,659. | FORM 990, PART XI, LINE 5: |
| AUDIT OVERSIGHT | THE FOUNDATION HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. | FORM 990, PART XII, LINE 2C |
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