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Nonprofiteer
← PALI MOMI FOUNDATION

Form 990 for tax year 2022

Filed by PALI MOMI FOUNDATION.

Totals

Total revenue
$929,785
Total expenses
$1,454,981
Contributions and grants received
$917,848
Grants paid
$803,183
Program services expenses (Part IX)
$952,643
Management and general expenses
$327,129
Fundraising expenses
$175,209
Program service expenses (Part III)
$952,643

Program services were 65.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • Keith Horita

    Board of Director, Vice Chair

    Total calculated
    $0
    Hours/week
    0.1

  • Michele Otake

    Board of Director, Chair

    Total calculated
    $0
    Hours/week
    0.1

  • Aaron Akau

    Board of Director

    Total calculated
    $0
    Hours/week
    0.1

  • Daniel Arita

    Board of Director

    Total calculated
    $0
    Hours/week
    0.1

  • Darryl Turner

    Board of Director

    Total calculated
    $0
    Hours/week
    0.1

  • James Lai MD

    Board of Director

    Total calculated
    $0
    Hours/week
    0.1

  • Luke Yeh

    Board of Director

    Total calculated
    $0
    Hours/week
    0.1

  • Mike Lam

    Board of Director

    Total calculated
    $0
    Hours/week
    0.1

  • Raymond P Vara Jr

    Board of Director

    Total calculated
    $4,234,001
    From this org
    $0
    From related orgs
    $2,867,542
    Other
    $1,366,459
    Hours/week
    0.1 + 62 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,158,108 related
    Bonus
    $0 + $1,199,993 related
    Other
    $0 + $509,441 related
    Deferred
    $0 + $1,339,031 related
    Nontaxable benefits
    $0 + $27,428 related
    Filer's total
    $0 + $4,234,001 related

  • Wade Gesteuyala

    Board of Director

    Total calculated
    $0
    Hours/week
    0.1

  • Carrie Ann Tsutsui

    Assistant Treasurer

    Total calculated
    $380,182
    From this org
    $0
    From related orgs
    $298,669
    Other
    $81,513
    Hours/week
    0.1 + 48.3 related

    Schedule J breakdown matched by us

    Base
    $0 + $226,544 related
    Bonus
    $0 + $47,628 related
    Other
    $0 + $24,497 related
    Deferred
    $0 + $68,452 related
    Nontaxable benefits
    $0 + $13,061 related
    Filer's total
    $0 + $380,182 related

  • Charles R Ching

    Secretary

    Total calculated
    $1,241,693
    From this org
    $0
    From related orgs
    $964,630
    Other
    $277,063
    Hours/week
    0.1 + 39.9 related

    Schedule J breakdown matched by us

    Base
    $0 + $456,173 related
    Bonus
    $0 + $329,628 related
    Other
    $0 + $178,829 related
    Deferred
    $0 + $261,282 related
    Nontaxable benefits
    $0 + $15,781 related
    Filer's total
    $0 + $1,241,693 related

  • David Okabe

    Treasurer

    Total calculated
    $1,641,504
    From this org
    $0
    From related orgs
    $1,247,925
    Other
    $393,579
    Hours/week
    0.1 + 49.9 related

    Schedule J breakdown matched by us

    Base
    $0 + $577,990 related
    Bonus
    $0 + $416,750 related
    Other
    $0 + $253,185 related
    Deferred
    $0 + $377,798 related
    Nontaxable benefits
    $0 + $15,781 related
    Filer's total
    $0 + $1,641,504 related

  • Dawn Dunbar

    President

    Total calculated
    $547,462
    From this org
    $0
    From related orgs
    $427,166
    Other
    $120,296
    Hours/week
    5 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $302,499 related
    Bonus
    $0 + $85,040 related
    Other
    $0 + $39,627 related
    Deferred
    $0 + $95,618 related
    Nontaxable benefits
    $0 + $24,678 related
    Filer's total
    $0 + $547,462 related

  • Jessica Lewis

    Assistant Secretary

    Total calculated
    $215,579
    From this org
    $0
    From related orgs
    $171,486
    Other
    $44,093
    Hours/week
    0.5 + 39.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $170,929 related
    Bonus
    $0
    Other
    $0 + $557 related
    Deferred
    $0 + $17,065 related
    Nontaxable benefits
    $0 + $27,028 related
    Filer's total
    $0 + $215,579 related

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 — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation
THE ORGANIZATION'S PRESIDENT IS PAID BY ITS TAX EXEMPT PARENT, HAWAI'I PACIFIC HEALTH ('HPH'), AND IS DISCLOSED AS A PERSON PAID BY A RELATED ORGANIZATION. SEE SCHEDULE O, FORM 990, PART VI, LINE 15A FOR THE PROCESS USED BY HPH TO DETERMINE COMPENSATION.
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan
SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN THE RESTORATION PLAN WAS DESIGNED TO RESTORE BENEFITS THAT ARE LOST DUE TO LIMITS IMPOSED BY SECTIONS 401 AND 415 OF THE INTERNAL REVENUE CODE ON COMPENSATION CONSIDERED UNDER SUCH PLANS. AMOUNTS PAID OUT BY RELATED ORGANIZATIONS: RAYMOND P. VARA JR. - $212,216 DAVID OKABE - $141,318 CHARLES R. CHING - $ 56,494 ANNUAL INCENTIVE PLAN THE ANNUAL INCENTIVE PLANS ARE AFFORDED TO EXECUTIVES BASED ON ANNUAL SYSTEM GOALS THAT ARE NOT BASED ON A PERCENTAGE OF NET EARNINGS. AMOUNTS PAID OUT BY RELATED ORGANIZATIONS: RAYMOND P. VARA JR. - $1,199,993 DAVID OKABE - $416,750 CHARLES R. CHING - $329,628 DAWN DUNBAR - $85,040 CARRIE ANN TSUTSUI - $47,628 RETENTION INCENTIVE PLAN THE RETENTION INCENTIVE PLAN WAS DESIGNED TO ENCOURAGE CONTINUED INTEREST IN THE SUCCESS OF THE ORGANIZATION AND PROVIDE COMPETITIVE RETIREMENT BENEFITS. THE SOLE PLAN PARTICIPANT IS HAWAI'I PACIFIC HEALTH'S CHIEF EXECUTIVE OFFICER, RAYMOND P. VARA JR. THE PLAN DOES NOT REPLACE THE ANNUAL AND LONG-TERM INCENTIVE PLAN NOR THE SERP RESTORATION PLAN. AMOUNTS PAID OUT DURING THE YEAR BY A RELATED ORGANIZATION: RAYMOND P. VARA JR. - $331,845

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2022
Filed
15 May 2024
IRS schema version
2022v5.0
Source object
202421369349316182

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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