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Nonprofiteer
← ALOHA UNITED WAY INC

Form 990 for tax year 2022

Filed by ALOHA UNITED WAY INC.

Totals

Total revenue
$19,036,532
Total expenses
$20,044,667
Contributions and grants received
$16,769,903
Grants paid
$13,348,339
Program service revenue
$0
Investment income
$338,658
Other revenue
$1,927,971
Total assets, end of year
$21,608,441
Total liabilities, end of year
$4,484,436
Net assets or fund balances, end of year
$17,124,005
Program services expenses (Part IX)
$16,392,387
Management and general expenses
$1,721,563
Fundraising expenses
$1,930,717
Program service expenses (Part III)
$16,392,387

Program services were 81.8% 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.

  • 1c · Fundraising events

    $170,953

  • 1e · Government grants (contributions)

    $4,942,903

  • 1f · All other contributions, gifts and grants

    $11,656,047

  • 1g · Noncash contributions included above

    $315,571

  • 3 · Investment income

    total $173,590 · excluded $173,590

  • 6a · Gross rents

    real property $1,776,627

  • 6b · Less rental expenses

    real property $1,200,879

  • 6c · Rental income or loss

    real property $575,748

  • 6d · Net rental income or loss

    total $575,748 · excluded $575,748

  • 7a · Gross sales of assets other than inventory

    securities $4,870,147

  • 7b · Less cost or other basis and sales expenses

    securities $4,705,079

  • 7c · Gain or loss

    securities $165,068

  • 7d · Net gain or loss

    total $165,068 · excluded $165,068

  • 8a · Fundraising events: gross income

    $41,067

  • 8a · Fundraising events: contributions included on line 1c

    $170,953

  • 8b · Fundraising events: direct expenses

    $141,114

  • 8c · Net income from fundraising events

    total -$100,047 · excluded -$100,047

  • 11a · Other revenue: PROGRAM CONTRACT SERVICES

    total $1,452,270 · related or exempt $1,452,270

  • 11e · Other revenue, total

    $1,452,270

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $13,348,339 · program services $13,348,339

  • 5 · Compensation of officers, directors and key employees

    total $711,655 · program services $89,299 · management and general $413,723 · fundraising $208,633

  • 7 · Other salaries and wages

    total $2,543,082 · program services $1,271,191 · management and general $561,488 · fundraising $710,403

  • 8 · Pension plan contributions

    total $104,930 · program services $39,031 · management and general $34,330 · fundraising $31,569

  • 9 · Other employee benefits

    total $488,130 · program services $207,977 · management and general $150,024 · fundraising $130,129

  • 10 · Payroll taxes

    total $286,524 · program services $124,705 · management and general $82,577 · fundraising $79,242

  • 11b · Fees: legal

    total $10,386 · management and general $10,386

  • 11c · Fees: accounting

    total $52,356 · management and general $52,356

  • 11g · Fees: other

    total $1,674,225 · program services $1,008,348 · management and general $248,164 · fundraising $417,713

  • 12 · Advertising and promotion

    total $209,076 · program services $31,470 · management and general $5,998 · fundraising $171,608

  • 13 · Office expenses

    total $177,849 · program services $96,336 · management and general $34,870 · fundraising $46,643

  • 17 · Travel

    total $16,885 · program services $7,596 · management and general $5,793 · fundraising $3,496

  • 19 · Conferences, conventions and meetings

    total $64,114 · program services $15,346 · management and general $7,872 · fundraising $40,896

  • 21 · Payments to affiliates

    total $180,104 · program services $91,544 · management and general $46,663 · fundraising $41,897

  • 22 · Depreciation, depletion and amortization

    total $88,945 · program services $31,527 · management and general $31,343 · fundraising $26,075

  • 24a · Other expenses: MISCELLANEOUS EXPENSES

    total $88,067 · program services $29,678 · management and general $35,976 · fundraising $22,413

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $2,541,130 · end of year $2,331,970

  • 2 · Savings and temporary cash investments

    beginning of year $2,069,863 · end of year $1,728,361

  • 3 · Pledges and grants receivable

    beginning of year $1,827,466 · end of year $2,398,759

  • 4 · Accounts receivable

    beginning of year $1,914,216 · end of year $1,320,182

  • 9 · Prepaid expenses and deferred charges

    beginning of year $131,930 · end of year $121,178

  • 10a · Land, buildings and equipment: cost or other basis

    $12,711,187

  • 10b · Land, buildings and equipment: accumulated depreciation

    $10,159,994

  • 10c · Land, buildings and equipment, net

    beginning of year $2,741,621 · end of year $2,551,193

  • 11 · Investments: publicly traded securities

    beginning of year $7,762,181 · end of year $6,483,596

  • 12 · Investments: other securities

    beginning of year $2,846,114 · end of year $2,667,637

  • 15 · Other assets

    beginning of year $2,408,128 · end of year $2,005,565

  • 17 · Accounts payable and accrued expenses

    beginning of year $2,060,498 · end of year $1,191,806

  • 18 · Grants payable

    beginning of year $2,503,145 · end of year $2,798,469

  • 19 · Deferred revenue

    beginning of year $475,915 · end of year $456,729

  • 24 · Unsecured notes and loans payable

    beginning of year $500,000 · end of year $0

  • 25 · Other liabilities

    beginning of year $41,768 · end of year $37,432

  • 27 · Net assets without donor restrictions

    beginning of year $10,075,387 · end of year $8,281,672

  • 28 · Net assets with donor restrictions

    beginning of year $8,585,936 · end of year $8,842,333

Mission and programs · 2022

Mission

ALOHA UNITED WAY ADVANCES THE HEALTH, EDUCATION, AND FINANCIAL STABILITY OF EVERY PERSON IN OUR COMMUNITY BY BRINGING TOGETHER RESOURCES, ORGANIZATIONS, AND PEOPLE.

Activities or mission (Part I)

AUW ADVANCES THE HEALTH, EDUCATION, & FINANCIAL STABILITY OF EVERY PERSON IN OUR COMMUNITY.

  • COMMUNITY SUPPORT:WE ADDRESS THE GREATEST NEEDS OF OUR COMMUNITY, OFFER HOPE, AND PROVIDE OPPORTUNITIES TO IMPROVE THE QUALITY OF LIFE FOR FAMILIES IN HAWAII. THROUGH COMMUNITY-WIDE FUNDRAISING, WE HELP AMPLIFY THE POWER OF EACH GIFT TO MAKE A DIFFERENCE. ALOHA UNITED WAY (AUW) HAS LONG SUPPORTED DISASTER, CRISIS, FOOD, SHELTER AND EMERGENCY SUPPORT SERVICES THROUGH THE SAFETY NET FUND, AND ESTABLISHED THE ALICE (ASSET LIMITED INCOME CONSTRAINED EMPLOYED) FUND TO TACKLE THE ISSUES THAT CAUSE FINANCIAL INSTABILITY FOR INDIVIDUALS AND FAMILIES. THE ALICE REPORTS ALSO PROVIDE DATA THAT ARE INCREASINGLY INFORMING GOVERNMENT POLICY AND BUSINESS RESPONSE TO ADDRESS FINANCIAL STABILITY AND HOUSING. THROUGH TRANSFORMATIVE INITIATIVES THAT BRING TOGETHER PEOPLE, RESOURCES AND SUSTAINABLE SOLUTIONS, THE ALICE INITIATIVE STRIVES TO ENHANCE FINANCIAL STABILITY TO MAKE OUR COMMUNITY STRONGER AND MORE RESILIENT. AUW SUPPORTED OVER 320 INDEPENDENT NONPROFIT AGENCIES, SUPPORTING HEALTH AND HUMAN SERVICE SERVICES ACROSS THE STATE.

    Expenses $9,533,224 · Grants $8,594,824

  • CONTINUUM OF CARE:ALOHA UNITED WAY IS THE RECIPIENT OF VARIOUS CONTINUUM OF CARE ("COC") GRANTS FUNDED BY THE U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT ("HUD"). THE COC PROGRAM IS DESIGNED TO ASSIST OUR COMMUNITY'S HOMELESS POPULATION AND TO OPTIMIZE SELF-SUFFICIENCY. ALOHA UNITED WAY HAS BEEN AWARDED FOUR GRANTS UNDER HUD INCLUDING: PERMANENT SUPPORTIVE HOUSING, COC PLANNING ACTIVITIES, HOMELESS MANAGEMENT INFORMATION SYSTEM, AND THE COORDINATED ENTRY SYSTEM.

    Expenses $4,831,977 · Grants $4,753,515

  • 211 PROGRAM:211 IS A FREE, CONFIDENTIAL SERVICE OFFERED STATEWIDE FOR PEOPLE WHO NEED HELP. 211 PROVIDES INFORMATION ON A BROAD RANGE OF HEALTH AND HUMAN SERVICES FOR THE WHOLE COMMUNITY INCLUDING JOB PLACEMENT, CHILD CARE, SUBSTANCE USE DISORDER SUPPORT, AS WELL AS BASIC FOOD, SHELTER, CRISIS AND OTHER NEEDS. AUW 211 IS USED BY NUMEROUS GOVERNMENT AGENCIES TO CONNECT RESIDENTS TO SERVICE INFORMATION FOR CRISIS OR DISASTER RESPONSE. 211 IS ALSO THE NUMBER TO CALL WHEN PEOPLE WANT TO DONATE GOODS OR VOLUNTEER IN THE COMMUNITY. IN 2022, THE 211 PROGRAM RESPONDED TO MORE THAN 42,000 REQUESTS TO ITS STATEWIDE RESOURCE HELPLINE.

    Expenses $2,027,186 · Revenue $1,452,270

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • RICK CHING

    DIRECTOR/CHAIR

    Total calculated
    $0
    Hours/week
    1

  • BRIAN BOWERS

    DIRECTOR/VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • GUY CHURCHILL

    DIRECTOR/TREASURER

    Total calculated
    $0
    Hours/week
    1

  • JIM ALBERTS

    DIRECTOR/SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • JASON ITO

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • WILBERT HOLCK

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • BLENN FUJIMOTO

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DANIEL ARITA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • CHRIS BENJAMIN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • WILL CUNNINGHAM

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JASON HAGIWARA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • SAVAN PATEL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ERIKA LACRO

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MEGUMI SAKAE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • SU SHIN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • BETTINA MEHNERT

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ROWENA BUFFET TIMMS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • GREG CARLSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • AVERY FUKEDA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • RICK HOPFER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DOUG JONHSTONE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • GLEN KANESHIGE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DEE LIM

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DANE TERUYA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • CARRIE ANN TSUTSUI

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • BILL WEESHOFF

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • EMMALY CALIBRARO

    VP RESOURCE DEVELOPMENT &

    Total calculated
    $161,547
    From this org
    $143,103
    From related orgs
    $0
    Other
    $18,444
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $143,103
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $18,444
    Filer's total
    $161,547

  • JOHN FINK

    PRESIDENT/CEO

    Total calculated
    $274,188
    From this org
    $249,789
    From related orgs
    $0
    Other
    $24,399
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $249,789
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $24,399
    Filer's total
    $274,188

  • SUZANNE SKJOLD

    COO

    Total calculated
    $148,848
    From this org
    $135,222
    From related orgs
    $0
    Other
    $13,626
    Hours/week
    40

  • EARL FUSATO

    CFO

    Total calculated
    $85,630
    From this org
    $77,579
    From related orgs
    $0
    Other
    $8,051
    Hours/week
    40

  • DAYLE MURAKAMI

    VP FINANCE

    Total calculated
    $131,746
    From this org
    $105,962
    From related orgs
    $0
    Other
    $25,784
    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. 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

  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 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

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

The 10 largest by cash amount. The API serves every itemized grant.

Provenance

Return type
form_990
Tax year
2022
Filed
9 November 2023
IRS schema version
2022v5.0
Source object
202313189349318681

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

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