Totals
- Total revenue
- $1,196,864
- Total expenses
- $1,305,491
- Contributions and grants received
- $928,846
- Grants paid
- $743,564
- Program service revenue
- $80,261
- Investment income
- $94,890
- Other revenue
- $92,867
- Total assets, end of year
- $2,643,145
- Total liabilities, end of year
- $69,066
- Net assets or fund balances, end of year
- $2,574,079
- Program services expenses (Part IX)
- $1,203,138
- Management and general expenses
- $75,160
- Fundraising expenses
- $27,193
- Program service expenses (Part III)
- $1,203,138
Program services were 92.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1b · Membership dues
$97,388
-
1c · Fundraising events
$83,646
-
1e · Government grants (contributions)
$79,706
-
1f · All other contributions, gifts and grants
$668,106
-
1g · Noncash contributions included above
$49,438
-
2a · Program service revenue: TECHNICAL ASSISTANCE
total $79,436 · related or exempt $79,436
-
2b · Program service revenue: PUBLIC EDUCATION
total $825 · related or exempt $825
-
3 · Investment income
total $72,970 · excluded $72,970
-
7a · Gross sales of assets other than inventory
securities $3,159,016
-
7b · Less cost or other basis and sales expenses
securities $3,137,096
-
7c · Gain or loss
securities $21,920
-
7d · Net gain or loss
total $21,920 · excluded $21,920
-
8a · Fundraising events: gross income
$253,615
-
8a · Fundraising events: contributions included on line 1c
$83,646
-
8b · Fundraising events: direct expenses
$160,816
-
8c · Net income from fundraising events
total $92,799 · excluded $92,799
-
10a · Gross sales of inventory
$68
-
10b · Cost of goods sold
$0
-
10c · Net income from sales of inventory
total $68 · related or exempt $68
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $706,255 · program services $706,255
-
2 · Grants to domestic individuals
total $37,309 · program services $37,309
-
5 · Compensation of officers, directors and key employees
total $132,747 · program services $108,853 · management and general $14,602 · fundraising $9,292
-
7 · Other salaries and wages
total $206,748 · program services $190,847 · management and general $9,717 · fundraising $6,184
-
8 · Pension plan contributions
total $2,371 · program services $1,944 · management and general $261 · fundraising $166
-
9 · Other employee benefits
total $21,966 · program services $18,012 · management and general $2,416 · fundraising $1,538
-
11c · Fees: accounting
total $35,366 · management and general $35,366
-
11f · Fees: investment management
total $1,807 · management and general $1,807
-
11g · Fees: other
total $48,848 · program services $45,681 · management and general $1,936 · fundraising $1,231
-
13 · Office expenses
total $35,636 · program services $26,770 · management and general $3,571 · fundraising $5,295
-
16 · Occupancy
total $25,198 · program services $21,725 · management and general $2,123 · fundraising $1,350
-
19 · Conferences, conventions and meetings
total $5,880 · program services $5,880
-
22 · Depreciation, depletion and amortization
total $2,643 · program services $2,167 · management and general $291 · fundraising $185
-
23 · Insurance
total $7,919 · program services $6,494 · management and general $871 · fundraising $554
-
24a · Other expenses: PRESERVATION COSTS
total $34,067 · program services $30,602 · management and general $2,118 · fundraising $1,347
-
24b · Other expenses: OTHER EXPENSES
total $731 · program services $599 · management and general $81 · fundraising $51
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $9,330 · end of year $12,812
-
2 · Savings and temporary cash investments
beginning of year $329,618 · end of year $847,542
-
3 · Pledges and grants receivable
beginning of year $55,000
-
4 · Accounts receivable
beginning of year $3,786 · end of year $9,882
-
9 · Prepaid expenses and deferred charges
beginning of year $6,582 · end of year $6,541
-
10a · Land, buildings and equipment: cost or other basis
$75,886
-
10b · Land, buildings and equipment: accumulated depreciation
$68,158
-
10c · Land, buildings and equipment, net
beginning of year $9,044 · end of year $7,728
-
11 · Investments: publicly traded securities
beginning of year $2,232,851 · end of year $1,758,565
-
15 · Other assets
beginning of year $75 · end of year $75
-
17 · Accounts payable and accrued expenses
beginning of year $27,798 · end of year $29,566
-
18 · Grants payable
end of year $39,500
-
27 · Net assets without donor restrictions
beginning of year $648,630 · end of year $796,270
-
28 · Net assets with donor restrictions
beginning of year $1,969,858 · end of year $1,777,809
Mission and programs · 2023
Mission
TO PRESERVE AND ENCOURAGE THE PRESERVATION OF HISTORIC BUILDINGS, OBJECTS, AND SITES RELATING TO THE HISTORY OF HAWAII; TO PROMOTE AN AWARENESS OF AND RESPECT FOR ALL THAT IS HISTORICALLY SIGNIFICANT AND ARCHITECTURALLY DISTINCTIVE IN OUR STATE; AND THROUGH THESE EFFORTS, TO KEEP ALIVE AND INTACT FOR THE ENRICHMENT OF PRESENT AND FUTURE GENERATIONS THE INHERENT BEAUTY OF THE HAWAIIAN ISLANDS AND THE UNIQUE HISTORIC ROLE OF THE ISLANDS IN THE DEVELOPMENT OF THE PACIFIC BASIN.
Activities or mission (Part I)
TO ENCOURAGE THE PRESERVATION OF HISTORIC BUILDINGS AND SITES IN HAWAI'I.
-
PRESERVATION PROJECTS AND TECHNICAL ASSISTANCE: FIELD SERVICES FOR ON-SITE PRESERVATION ASSISTANCE, INCLUDING INFORMATION ABOUT STANDARDS AND GUIDELINES, BEST PRACTICES, AND PROFESSIONAL AND FUNDING RESOURCES; REVIEW OF DEVELOPMENT PROPOSALS TO RECOMMEND MEASURES TO AVOID, MINIMIZE AND MITIGATE ADVERSE EFFECTS TO HISTORIC PROPERTIES; INTEGRATING PRESERVATION INTO SIGNIFICANT URBAN PLANNING AND RURAL DEVELOPMENT LONG-RANGE PLANS. PROGRAM SERVICES INCLUDED GRANT ADMINISTRATION FOR 22 PRESERVATION GRANTS TO OTHERS, RESPONDING TO 735 INQUIRIES AT 225 HISTORIC SITES STATEWIDE, ANNUAL MONITORING OF THREE PRESERVATION EASEMENTS, AND SERVING ON ADVISORY GROUPS.
Expenses $936,586 · Grants $743,564 · Revenue $79,436
-
PUBLIC EDUCATION: DEVELOP A COMMUNITY ETHIC OF PRESERVATION THROUGH TOURS, LECTURES, SEMINARS AND WORKSHOPS, PUBLICATIONS, AND HISTORIC SITE RESEARCH. PROGRAM SERVICES INCLUDED 12 PUBLIC PRESENTATIONS AND WALKING TOURS; 4 VIRTUAL WEBINARS AND IN-PERSON TRAININGS ON PRESERVATION PROCESSES AND BEST PRACTICES; ONE FIELD SCHOOL FOR TRADITIONAL TRADES TRAINING FOR PRESERVING HISTORIC BUILDINGS; FILMS AND PUBLICATIONS ON HISTORIC SITES, ARCHITECTURE AND DESIGN.
Expenses $174,639 · Revenue $893
-
PUBLIC OUTREACH AND ADVOCACY: PROMOTE PRESERVATION OF HAWAII'S HERITAGE THROUGH POLICY DEVELOPMENT AND ADVOCACY FOR FEDERAL, STATE AND LOCAL LAWS AND REGULATIONS, ECONOMIC INCENTIVE PROGRAMS, PUBLIC PLANS, COMMISSIONS AND ADVISORY GROUPS; LEADING AND FACILITATING PUBLIC AWARENESS EFFORTS; AND BUILDING COALITIONS OF HISTORIC PRESERVATION ALLIANCES. PROGRAM SERVICES INCLUDE MONITORING AND RESPONDING TO PROPOSED LEGISLATION RELATED TO PRESERVATION, PLANNING, ENVIRONMENT AND RELATED TOPICS, SUBMITTING TESTIMONY OR COMMENTS ON EFFECTS TO HISTORIC PROPERTIES FROM PROPOSED ACTIONS AND SIGNING AS A CONCURRING PARTY TO 3 NATIONAL HISTORIC PRESERVATION ACT SECTION 106 AGREEMENTS.
Expenses $91,913
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
RICK KIEFER
PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
JIM KELLY
FIRST VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
LEN ISOTOFF
SECOND VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
JOANNA OSHIRO
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
KEKOA KALUHIWA
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
HALLETT HAMMATT
AT LARGE OFFICER
- Total calculated
- $0
- Hours/week
- 1
-
KATIE STEPHENS
AT LARGE OFFICER
- Total calculated
- $0
- Hours/week
- 1
-
TRINETTE KAUI
AT LARGE OFFICER
- Total calculated
- $0
- Hours/week
- 1
-
ADRIANE TRULUCK
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
ALLEN HOE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
BARBARA SHIDELER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
BLAINE GEMENO
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
CHRIS HONG
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
CORD ANDERSON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
DONNE DAWSON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
GREGORY PIETSCH
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
JEREMY BALDWIN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
JONATHAN MITCHELL
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
KAWIKA MCKEAGUE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
KENNY STANLEY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
LINDA CHIU
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
MIKE KRAFT
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
NICOLE OKUNA
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
RICKY CHING
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
VERNON WONG
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
VINCENT SHIGEKUNI
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
WENDY RICE PETERSON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
WENDIE MCALLASTER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
WILL CROWLEY
FORMER TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
LEHUA KAUHANE
FORMER TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
MAENETTE BENHAM
FORMER TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
PAT GRIFFIN
FORMER TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
ROSEMARY FAZIO
FORMER TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
ROY MURAI
FORMER TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
KIERSTEN FAULKNER
EXECUTIVE DIRECTOR
- Total calculated
- $132,748
- From this org
- $118,487
- From related orgs
- $0
- Other
- $14,261
- Hours/week
- 40
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.
Grants on this return
-
REHABILITATION OF BOND MEMORIAL LIBRARY AND ADAPTIVE REUSE TO KOHALA HERITAGE CENTER
-
$75,000
REPAIR, REPLACEMENT, AND PRESERVATION OF BALUSTRADE ATOP HISTORIC SCHOOL BUILDING.
-
$50,000
REPAIR AND REHABILIATION FOR TEMPLE ROOFS AND WALLS
-
FOUNDATION FOR MARYKNOLL SCHOOL
$50,000
RESTORE AND UPGRADE BACHELOT HALL
-
PAINTING AND REPAIRS FOR THE 1821 MISSION HOUSE
-
$42,000
REPAIR AND PRESERVATION OF THE PACIFIC TSUNAMI MUSEUM
-
$40,000
RESTORATION OF THE ALAKOKO FISHPOND WALL.
-
$35,000
RESTORATION AND PRESERVATION OF QUEEN EMMA SUMMER PALACE
-
FRIENDS OF LILIUOKALANI GARDENS
$32,400
RESTORATION OF THE ISLES WALL AND SMOOTH STONE BEACH
-
REPAIR AND PRESERVATION OF THE HANA BUDDHIST TEMPLE.
The 10 largest by cash amount. The API serves every itemized grant.
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 11 September 2024
- IRS schema version
- 2023v5.1
- Source object
- 202412559349300501
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.