2026-05-13T21:46:33-05:00 2025-06-30 261659234 CW ASSOCIATES CPAS 700 BISHOP STREET SUITE 1040 HONOLULU HI 96813 990 2024-07-01 510172774 HAWAII HOSPITAL EDUCATION & RESEARCH FDN HAWA 8085218961 707 RICHARDS STREET PH2 HONOLULU HI 96813 HILTON R RAETHEL PRESIDENT & CEO 8085218961 2026-05-13 1 1 RODNEY M HARANO P00389596 8085311040 2026-05-10 2024 2025-03-06 01:10:19Z HILTON R RAETHEL 707 RICHARDS STREET PH2 HONOLULU HI 96813 5138014 0 X N/A X 1975 HI PROMOTES, SPONSORS & CONDUCTS HEALTH FIELD RESEARCH THROUGH EDUCATIONAL PROGRAMS AND THE ACCUMULATION/DISSEMINATION OF HEALTH INFO; CONDUCTS HOSPITAL PREPAREDNESS EXERCISES FOR PUBLIC HEALTH EMERGENCIES. 13 12 12 11 31219 13313 2326136 3561970 1366032 1532831 -1094 -16738 34014 43213 3725088 5121276 87030 14536 0 0 1459932 1468394 0 0 0 1976986 2754750 3523948 4237680 201140 883596 2784290 4923407 897816 2153337 1886474 2770070 X SEE SCHEDULE O. 0 0 1348517 376286 HOSPITAL EMERGENCY PREPAREDNESS - GRANT TO PLAN, DEVELOP AND MAINTAIN REGIONAL HOSPITAL PLANS FOR STATE OF HAWAII LICENSED HEALTHCARE FACILITIES INCLUDING HOSPITALS, LONG TERM CARE FACILITIES, HOME CARE AND HOSPICE AGENCIES, AND VARIOUS AMBULATORY CARE CLINICS. THESE EFFORTS INCLUDED PLANNING AND PREPAREDNESS ACTIVITIES INVOLVING PERSONNEL, EQUIPMENT, AND SUPPLIES NECESSARY TO CARRY OUT THE US DEPARTMENT OF HEALTH & HUMAN SERVICES HOSPITAL PREPAREDNESS PROGRAM. 404431 10000 451446 VARIOUS EDUCATIONAL OFFERINGS AND CONFERENCE SPONSORSHIPS, INCLUDING JOINT COMMISSION UPDATE PRESENTED BY THE JOINT COMMISSION RESOURCES (JCR). 2268636 4536 717093 THE HEALTHCARE WORKFORCE INITIATIVE WILL ADDRESS THE NEED FOR A STRONGER WORKFORCE PIPELINE FOR HEALTHCARE ORGANIZATIONS ACROSS HAWAII BY BETTER MATCHING THE PROGRAMS, CERTIFICATIONS, AND DEGREES OFFERED BY SECONDARY AND POST-SECONDARY EDUCATIONAL INSTITUTIONS WITH THE NEEDS OF THE HEALTHCARE INDUSTRY. 4021584 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 1 14 0 1 12 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 13 12 0 0 0 0 0 1 0 1 1 0 0 0 1 1 1 1 1 0 0 0 HI X WENDY ODO 8085218961 707 RICHARDS STREET PH2 HONOLULU HI 96813 X HILTON RAETHEL PRESIDENT AND CEO 3.00 37.00 X X 0 627658 12325 KURT AKAMINE DIRECTOR 1.00 X 0 0 0 JAMES BARROS DIRECTOR 1.00 X 0 0 0 TRAVIS CLEGG DIRECTOR 1.00 X 0 0 0 BRONSON HO DIRECTOR 1.00 X 0 0 0 LORI JORDAN DIRECTOR 1.00 X 0 0 0 KURT KOBASHIGAWA DIRECTOR 1.00 X 0 0 0 STEPHANIE MIZUNO DIRECTOR 1.00 X 0 0 0 MATTHEW MOMIYAMA DIRECTOR 1.00 X 0 0 0 GREGG OISHI DIRECTOR 1.00 X 0 0 0 ARTHUR SAMPAGA DIRECTOR 1.00 X 0 0 0 ROB UDZINSKI DIRECTOR 1.00 X 0 0 0 GARY WONG DIRECTOR 1.00 X 0 0 0 KURT AKAMINE DIRECTOR UNTIL DEC 2024 1.00 X 0 0 0 ROB UDZINSKI DIRECTOR UNTIL DEC 2024 1.00 X 0 0 0 ESTEBAN GARCIA DIRECTOR UNTIL JUN 2025 1.00 X 0 0 0 WENDY ODO CFO & COO 4.00 36.00 X 0 311562 12325 JANNA HOSHIDE VICE PRESIDENT 36.00 4.00 X 244671 0 19965 MARC MORIGUCHI DIRECTOR 40.00 X 103696 0 19965 COLLEEN LEOPOLDINO MANAGER 40.00 X 112652 0 19965 461019 939220 84545 3 0 1 0 G70 111 S KING STREET SUITE 1740 HONOLULU HI 96813 PROFESSIONAL SERVICES 256134 JOINT COMMISSION RESOURCES PO BOX 734506 CHICAGO IL 606734506 SPEAKER FEES - JCR CONFERENCE 165081 SH CONSULTING LLC 20 N VINEYARD BLVD SUITE A-320 HONOLULU HI 96817 PROFESSIONAL SERVICES - CONSULTING 157942 3 2405804 1156166 3561970 PROGRAM FEES 900099 1532831 1532831 1532831 16738 -16738 -16738 -16738 MISCELLANEOUS REVENUE 900099 43213 11994 31219 43213 5121276 1544825 31219 -16738 X 4536 4536 10000 10000 272829 272829 873487 689852 183635 55975 55975 158240 158240 107863 107863 2227 2227 30234 30234 1105389 1105389 29228 29228 112321 112321 121875 121875 375610 375610 51305 51305 97932 97932 118645 118645 18155 18155 UNRELATED BUSINESS INCO 6248 6248 PROGRAM STIPENDS 569000 569000 MISCELLANEOUS 50165 50165 EQUIPMENT AND MAINTENAN 43214 43214 23202 23202 4237680 4021584 216096 0 825451 1224851 686222 1321920 27135 24309 504204 479544 95658 1349466 2994197 2581167 318277 413030 327343 110287 2784290 4923407 578214 1062413 20325 8141 299277 1082783 897816 2153337 X 1864234 2100364 22240 669706 1886474 2770070 2784290 4923407 883596 0 X 0 1 X 1 1 1 X 5492456 1943385 3331314 2326136 3561970 16655261 750676 832280 629382 1366032 1532831 5111201 6243132 2775665 3960696 3692168 5094801 21766462 0 0 0 21766462 18 18 8814 6357 23709 34014 10517 83411 8832 6357 23709 34014 10517 83429 1083 2858 805 11994 16740 6251964 2783105 3987263 3726987 5117312 21866631 0.99540 0.99540 0.00380 0.00430 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2021 AMOUNT: $ 1,083. 2022 AMOUNT: $ 2,858. 2023 AMOUNT: $ 805. 2024 AMOUNT: $ 11,994. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 28668 25997 2671 2925301 2514942 410359 40228 40228 0 413030 OPERATING LEASE LIABILITY 116718 DUE TO AFFILIATE 966065 1082783 X PART X, LINE 2: U.S. GAAP REQUIRES UNCERTAIN TAX POSITIONS TO BE RECOGNIZED IN THE CONSOLIDATED FINANCIAL STATEMENTS IF THEY ARE MORE LIKELY THAN NOT TO FAIL UPON REGULATORY EXAMINATION. MANAGEMENT EVALUATED HAH'S, HHERF'S, AND LAULIMA'S TAX POSITIONS AS OF AND FOR THE YEARS ENDED JUNE 30, 2025 AND 2024, AND DETERMINED THAT THEY HAD NO UNCERTAIN TAX POSITIONS REQUIRED TO BE REPORTED IN ACCORDANCE WITH U.S. GAAP. HAH, HHERF, AND LAULIMA ARE SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS IN PROGRESS FOR ANY OPEN TAX PERIODS. 1 SCHOLARSHIPS 7 10000 PART I, LINE 2: SCHOLARSHIPS ARE AWARDED BASED ON PREDETERMINED CRITERIA. PAYMENTS ARE MADE DIRECTLY TO THE EDUCATIONAL INSTITUTION. GRANTS ARE AWARDED BASED ON RECEIPTS PROVIDED FOR DOCUMENTATION OF USE OF FUNDS. X 1 1 X 0 0 0 0 0 0 0 0 0 HILTON RAETHEL PRESIDENT AND CEO 0 507359 0 98632 0 21667 0 0 0 12325 0 639983 0 0 WENDY ODO CFO & COO 0 262030 0 38653 0 10879 0 0 0 12325 0 323887 0 0 JANNA HOSHIDE VICE PRESIDENT 218795 0 21488 0 4388 0 0 0 19965 0 264636 0 0 0 PART I, LINE 1A THE ORGANIZATION PAYS FOR THE PRESIDENT AND CEO'S DUES TO A SOCIAL CLUB. MEMBERSHIP IS USED FOR BUSINESS MEETINGS AND DINING PURPOSES. FORM 990, PART III, LINE 1: TO PROMOTE, SPONSOR, & CONDUCT RESEARCH IN THE HEALTH FIELD FOR ALL PHASES OF HOSPITAL OPERATIONS AND HEALTH CARE AND TO DISSEMINATE SUCH KNOWLEDGE THROUGH EDUCATIONAL PROGRAMS AND FOSTERING THE ACCUMULATION AND DISSEMINATION OF HEALTH INFORMATION; TO CONDUCT HOSPITAL PREPAREDNESS FOR PUBLIC HEALTH EMERGENCIES. FORM 990, PART VI, SECTION A, LINE 7A THE GOVERNING BODY IS MADE UP OF REPRESENTATIVES FROM REGULAR MEMBERS OF THE HEALTHCARE ASSOCIATION OF HAWAII AND VOTED IN BY THE REGULAR MEMBERS OF THE HEALTHCARE ASSOCIATION OF HAWAII. EFF 11/29/18, THE GOVERNING BOARD INCLUDED DIRECTORS WHO ARE KNOWLEDGE EXPERTS IN EMERGENCY AND DISASTER PREPAREDNESS AND WHO CAN PROVIDE APPROPRIATE OVERSIGHT AND GUIDANCE OF THE HAWAII HEALTHCARE EMERGENCY MANAGEMENT GROUP. FORM 990, PART VI, SECTION B, LINE 11B ALL 990 REPORTING WAS REVIEWED INTERNALLY BY SENIOR MANAGEMENT. ALL QUESTIONS AND CHANGES WERE ADDRESSED PRIOR TO FILING OF THE 990. FORM 990, PART VI, SECTION B, LINE 12C EACH DIRECTOR, OFFICER AND MANAGEMENT EMPLOYEE SHALL ANNUALLY SIGN A STATEMENT, WHICH AFFIRMS SUCH PERSON HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY, HAS READ AND UNDERSTANDS THE POLICY, AND AGREES TO COMPLY WITH THE POLICY. A CONFLICTING INTEREST WITH A PARTY OR A TRANSACTION SHALL BE FULLY DISCLOSED AS SOON AS RECOGNIZED. THE BOARD SHALL DETERMINE WHETHER A CONFLICT EXISTS. IF SO, THE CONFLICTED PARTY IS EXCLUDED FROM THE DISCUSSION AND/OR APPROVAL OF A TRANSACTION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VII, SECTION A, LINE 1A: THE ORGANIZATION'S PAYROLL WAS ADMINISTERED BY ANOTHER ORGANIZATION. FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 1,105,389. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,105,389. FORM 990, PART IX, LINE 5: THE ORGANIZATION DOES NOT HAVE ANY EMPLOYEES. AMOUNTS REPORTED FOR OFFICER COMPENSATION REPRESENTS REIMBURSEMENTS TO ANOTHER ORGANIZATION FOR AN ALLOCATED PORTION OF THE SHARED EMPLOYEE'S TIME. HEALTHCARE ASSOCIATION OF HAWAII 707 RICHARDS ST PH2 HONOLULU HI 96813 990105817 ADVOCACY HI 501(C)(6) N/A N/A 0 LAULIMA DATA ALLIANCE 707 RICHARDS ST PH2 HONOLULU HI 96813 821726643 DATA ANALYTICS AND REPORTING HI 501(C)(3) LINE 10 HEALTHCARE ASSOCIATION OF HAWAII 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 HEALTHCARE ASSOCIATION OF HAWAII O 183635 ACTUAL AMOUNT HEALTHCARE ASSOCIATION OF HAWAII Q 944130 ACTUAL AMOUNT