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← LHES FOUNDATION

Form 990 for tax year 2023

Filed by LHES FOUNDATION.

Totals

Total revenue
$194,744
Total expenses
$228,591
Contributions and grants received
$193,859
Grants paid
$750
Program service revenue
$0
Investment income
$0
Other revenue
$885
Total assets, end of year
$132,017
Total liabilities, end of year
$2,566
Net assets or fund balances, end of year
$129,451
Program services expenses (Part IX)
$212,563
Management and general expenses
$14,279
Fundraising expenses
$1,749
Program service expenses (Part III)
$212,563

Program services were 93.0% 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.

  • 1e · Government grants (contributions)

    $120,000

  • 1f · All other contributions, gifts and grants

    $73,859

  • 11a · Other revenue: OTHER REVENUE

    total $885 · related or exempt $885

  • 11e · Other revenue, total

    $885

Functional expenses

Part IX, the statement of functional expenses.

  • 2 · Grants to domestic individuals

    total $750 · program services $750

  • 5 · Compensation of officers, directors and key employees

    total $19,740 · program services $11,844 · management and general $6,909 · fundraising $987

  • 7 · Other salaries and wages

    total $11,225 · program services $6,735 · management and general $3,929 · fundraising $561

  • 10 · Payroll taxes

    total $4,028 · program services $2,417 · management and general $1,410 · fundraising $201

  • 11c · Fees: accounting

    total $2,031 · management and general $2,031

  • 11g · Fees: other

    total $53,359 · program services $53,359

  • 13 · Office expenses

    total $3,657 · program services $3,657

  • 16 · Occupancy

    total $200 · program services $200

  • 17 · Travel

    total $57,345 · program services $57,345

  • 23 · Insurance

    total $1,119 · program services $1,119

  • 24a · Other expenses: SUPPLIES

    total $44,025 · program services $44,025

  • 24b · Other expenses: OTHER EXPENSES

    total $12,460 · program services $12,460

  • 24c · Other expenses: FOOD & CATERING

    total $10,115 · program services $10,115

  • 24d · Other expenses: STUDENT EDUCATIONAL FEES

    total $8,537 · program services $8,537

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $163,298 · end of year $131,563

  • 15 · Other assets

    end of year $454

  • 17 · Accounts payable and accrued expenses

    end of year $2,566

  • 31 · Retained earnings, endowment or other funds

    beginning of year $163,298 · end of year $129,451

Mission and programs · 2023

Mission

INCREASE PARENTAL AND COMMUNITY INVOLVEMENT WITH THE EDUCATION OF LANA'I KEIKI, AND TO FACILITATE SUCCESSFUL COLLEGE AND CAREER PLANNING.

  • DESIGN AND CONDUCT COLLABORATIVE AND SUSTAINABALE COMMUNITY LEARNING OPPORTUNITIES THAT ENSURE ALL PARTICIPATING CHILDREN MEET AND/OR EXCEED ACADEMIC STANDARDS, ASPIRE FOR HIGHER EDUCATION AND CAREERS, AND BECOME LEADERS IN THEIR COMMUNITY. FOLLOWING IS A DESCRIPTION OF THE CORE ELEMENTS: ANYTHING AND EVERYTHING IS POSSIBLE - STUDENTS, PARENTS AND TEACHERS BELIEVE THAT THE STUDENTS ARE UNLIMITED IN HOW HIGH THEY CAN ACHIEVE AND ASPIRE TO. LANAI (PLACE) BASED - UNDERSTANDING LANA`I AS A PLACE THAT REPRESENTS THE BROADER WORLD WHERE YOU CAN USE LANA`I TO REPLICATE LIFE TO WHERE THE STUDENTS ARE LIVING. THE STUDENTS KNOW ABOUT THE HISTORY & CULTURE OF LANA`I - IT CAN BE DEMONSTRATED (I.E. TEST, DRAWING, PROJECT, ETC.). STUDENTS KNOW WHO THEY ARE, WHERE THEY ARE GOING- A SENSE OF SELF. I.E., GENEALOGY. DEMONSTRATE AN UNDERSTANDING OF HOW LIFE AND LIVING ON L?NA`I HAPPENS. WHETHER IT IS THE ECONOMICS OF THEIR HOME, OR THEIR ECOSYSTEMS ON THE ISLAND, OR THE SOCIAL INTERACTIONS BETWEEN FAMILIES. IT`S UNDERSTANDING HOW SOCIO-PHYSIO-CULTURAL CONDITIONS EXIST. THE MEASUREMENTS ARE BASED ON THEIR PARTICIPATION AND PERFORMANCE ON DESIGN/PROBLEM-BASED ACTIVITIES. MULTI-FACETED ASSESSMENTS TO MEASURE MULTI-FACETED LEARNING ACTIVITIES. HANDS-ON AND PROJECT BASED: LEARNING BY DOING AND PROBLEM- SOLVING. LEADERSHIP BUILDING - FOCUS ON WHAT WE ARE TRYING TO TEACH- THE BEST WAY IS WHEN STUDENTS "OWN" THE ISSUES & CHALLENGES AND TRY TO DO SOMETHING ABOUT IT. KULEANA (I.E. THE FIGHT FOR MORE JOBS, FOR BETTER HOUSING, FOR TAKING CARE OF OUR ENVIRONMENT, ETC.) CREATING THE SENSE OF OWNERSHIP- KULEANA AND TAKING ACTION (THE ACTIVISM). STANDING UP FOR WHAT IS RIGHT. MEASURE THEIR SUCCESS BASED ON THEIR LEADERSHIP IN UNDERSTANDING THE NEEDS AND ISSUES OF THEIR COMMUNITY AND DEVELOPING AN EDUCATION & CAREER PLAN THAT WOULD ADDRESS THE ISSUES. (I.E. STUDENTS CREATE A SHORT ESSAY - LOOK AT THE EXTENT TO WHICH ISSUES WERE ADDRESSED). LIFE LONG LEARNING - MULTI-GENERATIONAL OPPORTUNITIES- FOCUS ON OBSERVABLE BEHAVIORS WITH 2 OR MORE GENERATIONS WORKING TOGETHER ON A PLANNED ACTIVITY. ONE PERSON LEARNS - STUDENTS ARE WORKING ON A PLAN THAT EXTENDS INTO THEIR NEXT GENERATION. (I.E. DEVELOPING A 5- 10- 20 YR. PLAN INCLUDING EDUCATION & CAREER). FAMILY ENGAGEMENT - CONSIDER A FOCUS GROUP OR A SURVEY FROM THE FAMILIES TO SEE TO WHAT EXTENT THE PROJECT HAS ALLOWED THEM TO BE MORE ENGAGED IN LEARNING THINGS TOGETHER.

    Expenses $212,563 · Grants $750

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Benjamin Ostrander

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1
  • Aaron Fernandez

    TREASURER

    Total calculated
    $0
    Hours/week
    1
  • Shelly Barfield

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Rex Calderon

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Mary Lou Kaukeano

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Harrilynn Kameenui

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Natalie Ropa

    EXECUTIVE DI

    Total calculated
    $19,740
    From this org
    $19,740
    From related orgs
    $0
    Other
    $0
    Hours/week
    20

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

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2023
Filed
8 November 2024
IRS schema version
2023v5.0
Source object
202403169349304385

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