2011-03-30T10:58:12-05:00 2010-12-31 TYLER SIMMS & STSAUVEUR CPAS PC 19 MORGAN DRIVE LEBANON NH 03766 990 2010-01-01 036016791 THE ALOHA FOUNDATION INC ALOH 8023333400 2968 LAKE MOREY ROAD FAIRLEE VT 05045 JIMMY H ZIEN 8023333400 2011-03-05 1 W JAY SIMMS 6036530044 2010 2016-02-24 21:20:13Z JIMMY H ZIEN 2968 LAKE MOREY ROAD FAIRLEE VT 05045 12156411 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 21 414 0 197800 0 1125884 903343 5105574 5474631 -571441 607064 146958 202096 5806975 7187134 470098 514015 0 0 2906150 3005512 0 0 138450 2659476 2814205 6035724 6333732 -228749 853402 23193320 25095227 4113011 4575857 19080309 20519370 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 3806154 514015 4696043 THREE SUMMER RESIDENT CAMPS AND ONE SUMMER DAY CAMP SERVED A TOTAL OF 1,021 CHILDREN FOR 23,586 CAMPER DAYS. 302263 237709 ONE SUMMER CAMP SERVICED FAMILIES AND GROUPS FOR A TOTAL OF 1,425 PARTICIPANTS FOR 4,783 CAMPER DAYS. 650550 540879 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. 4758967 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 51 0 1 414 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 COATES JANIS L 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 JOHNSON RANDALL 1.00 X 0 0 0 JUSTER ANNE C 1.00 X 0 0 0 MANN ROBERT G 1.00 X 0 0 0 MERRITT KATE 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 ZIPFJR 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 JIMMY H ZIEN 40.00 X 131443 0 9609 131443 0 9609 1 0 0 0 0 903343 50615 903343 TUITION 611710 5119223 5119223 OTHER PROGRAM FEES 611710 355408 355408 5474631 254475 254475 97230 97736 -506 -506 -4802 4296 5223930 200 4871541 352389 200 352589 352589 FACILITY RENTAL 532000 202602 202602 202602 7187134 5474631 197800 611360 514015 514015 141052 126947 14105 2295482 1556517 670065 68900 91376 44541 41284 5551 284624 151079 122251 11294 192978 89870 97029 6079 26351 26351 42017 42017 93033 23397 69636 32162 31314 488 360 385037 240704 126365 17968 49877 8512 39075 2290 468128 468128 104040 88111 10160 5769 23350 23350 496724 496724 141226 141226 FOOD EXPENSE 387520 387520 OUTSIDE CONTRACTORS 212660 207673 835 4152 EQUIPMENT RENTAL 88215 78549 9666 PLACEMENT FEES 55972 55832 140 LAUNDRY 49121 49121 158772 126134 30656 1982 6333732 4758967 1436315 138450 X 396709 368637 493169 122718 2822084 3285021 9984 8571 59396 58531 14084970 5320014 8834642 8764956 10329267 12219191 32344 34727 215725 232875 23193320 25095227 174507 226984 3422490 3886801 516014 462072 4113011 4575857 X 11720215 12484483 1701297 2056106 5658797 5978781 19080309 20519370 23193320 25095227 X 853402 585659 X X 0 1 1 X 0 X 1993038 1549978 2429246 1125884 903343 8001489 4445942 4581184 5187181 5105576 5474631 24794514 6438980 6131162 7616427 6231460 6377974 32796003 1425693 550071 700864 267706 177605 3121939 0 1425693 550071 700864 267706 177605 3121939 29674064 430222 525335 370950 355807 269675 1951989 430222 525335 370950 355807 269675 1951989 6869202 6656497 7987377 6587267 6647649 34747992 0.85400 0.80350 0.05620 0.05790 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7396590 353573 793995 348275 8195883 6873986 661049 358569 497011 7396593 9256573 464099 -2367953 478733 6873986 0.18330 0.81670 0 0 8312451 3296277 5016174 3817827 591932 3225895 1886576 1375042 511534 68116 56763 11353 8764956 7187134 6333732 853402 548842 36817 585659 1439061 7475601 548842 548842 6926759 260375 260375 7187134 6073357 0 6073357 260375 260375 6333732 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 1 FINANCIAL AID/SCHOLARSHIPS 115 514015 FMV FINANCIAL AID/SCHOLARSHIPS AWARDED TO INDIVIDUAL CAMPERS. OTHER INFORMATION: PART IV: 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 29 50615 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 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 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 GAINS ON INVESTMENTS: 548,842. GAIN ON INVOLUNTARY CONVERISON 36,817. TOTAL TO FORM 990, PART XI, LINE 5: 585,659. AUDIT OVERSIGHT FORM 990, PART XII, LINE 2C THE FOUNDATION HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT.