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Nonprofiteer
← WING LUKE MEMORIAL FOUNDATION

Form 990 for tax year 2024

Filed by WING LUKE MEMORIAL FOUNDATION.

Totals

Total revenue
$5,084,231
Total expenses
$6,899,868
Contributions and grants received
$4,437,267
Grants paid
$1,227,131
Program service revenue
$337,914
Investment income
$381,552
Other revenue
-$72,502
Total assets, end of year
$10,300,859
Total liabilities, end of year
$386,411
Net assets or fund balances, end of year
$9,914,448
Program services expenses (Part IX)
$5,383,040
Management and general expenses
$1,132,054
Fundraising expenses
$384,774
Program service expenses (Part III)
$5,383,040

Program services were 78.0% 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.

  • 1b · Membership dues

    $52,787

  • 1c · Fundraising events

    $259,010

  • 1e · Government grants (contributions)

    $1,449,055

  • 1f · All other contributions, gifts and grants

    $2,676,415

  • 1g · Noncash contributions included above

    $405,302

  • 2a · Program service revenue: ADMISSIONS

    total $299,356 · related or exempt $299,356

  • 2b · Program service revenue: GROUP EVENTS

    total $38,558 · related or exempt $38,558

  • 3 · Investment income

    total $213,355 · excluded $213,355

  • 6a · Gross rents

    real property $12,071

  • 6c · Rental income or loss

    real property $12,071

  • 6d · Net rental income or loss

    total $12,071 · excluded $12,071

  • 7a · Gross sales of assets other than inventory

    securities $3,040,348

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

    securities $2,872,151

  • 7c · Gain or loss

    securities $168,197

  • 7d · Net gain or loss

    total $168,197 · excluded $168,197

  • 8a · Fundraising events: gross income

    $145,192

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

    $259,010

  • 8b · Fundraising events: direct expenses

    $315,196

  • 8c · Net income from fundraising events

    total -$170,004

  • 9a · Gaming: gross income

    $18,100

  • 9b · Gaming: direct expenses

    $9,150

  • 9c · Net income from gaming

    total $8,950 · excluded $8,950

  • 10a · Gross sales of inventory

    $152,631

  • 10b · Cost of goods sold

    $77,743

  • 10c · Net income from sales of inventory

    total $74,888 · related or exempt $74,888

  • 11a · Other revenue: MISCELLANEOUS

    total $1,593 · excluded $1,593

  • 11e · Other revenue, total

    $1,593

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $1,212,164 · program services $1,212,164

  • 2 · Grants to domestic individuals

    total $14,967 · program services $14,967

  • 5 · Compensation of officers, directors and key employees

    total $338,271 · program services $168,703 · management and general $95,404 · fundraising $74,164

  • 7 · Other salaries and wages

    total $3,014,704 · program services $2,512,364 · management and general $294,059 · fundraising $208,281

  • 8 · Pension plan contributions

    total $19,140 · program services $15,304 · management and general $2,219 · fundraising $1,617

  • 9 · Other employee benefits

    total $245,733 · program services $196,484 · management and general $28,488 · fundraising $20,761

  • 10 · Payroll taxes

    total $274,200 · program services $219,248 · management and general $31,805 · fundraising $23,147

  • 11b · Fees: legal

    total $12,921 · management and general $12,921

  • 11c · Fees: accounting

    total $124,818 · management and general $124,818

  • 11e · Fees: professional fundraising services

    total $23,750 · fundraising $23,750

  • 11f · Fees: investment management

    total $41,870 · management and general $41,870

  • 11g · Fees: other

    total $600,832 · program services $270,060 · management and general $324,821 · fundraising $5,951

  • 12 · Advertising and promotion

    total $86,446 · program services $86,446

  • 13 · Office expenses

    total $49,897 · program services $20,665 · management and general $14,794 · fundraising $14,438

  • 14 · Information technology

    total $26,871 · program services $26,871

  • 16 · Occupancy

    total $315,270 · program services $290,806 · management and general $18,348 · fundraising $6,116

  • 17 · Travel

    total $27,292 · program services $9,579 · management and general $17,546 · fundraising $167

  • 22 · Depreciation, depletion and amortization

    total $64,471 · program services $64,471

  • 24a · Other expenses: MATERIALS AND PRODUCTION

    total $231,391 · program services $190,959 · management and general $36,608 · fundraising $3,824

  • 24e · All other expenses

    total $174,860 · program services $83,949 · management and general $88,353 · fundraising $2,558

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $307,970 · end of year $119,789

  • 2 · Savings and temporary cash investments

    beginning of year $2,628,259 · end of year $1,015,294

  • 3 · Pledges and grants receivable

    beginning of year $1,343,961 · end of year $1,347,995

  • 4 · Accounts receivable

    beginning of year $35,827 · end of year $32,036

  • 8 · Inventories for sale or use

    beginning of year $108,142 · end of year $107,878

  • 9 · Prepaid expenses and deferred charges

    beginning of year $40,660 · end of year $60,874

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

    $1,382,305

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

    $658,051

  • 10c · Land, buildings and equipment, net

    beginning of year $296,202 · end of year $724,254

  • 11 · Investments: publicly traded securities

    beginning of year $6,903,539 · end of year $6,892,739

  • 17 · Accounts payable and accrued expenses

    beginning of year $357,367 · end of year $344,804

  • 19 · Deferred revenue

    beginning of year $39,992 · end of year $36,757

  • 21 · Escrow or custodial account liability

    beginning of year $4,850 · end of year $4,850

  • 27 · Net assets without donor restrictions

    beginning of year $8,579,461 · end of year $6,954,013

  • 28 · Net assets with donor restrictions

    beginning of year $2,682,890 · end of year $2,960,435

Mission and programs · 2024

Mission

WE CONNECT EVERYONE TO THE DYNAMIC HISTORY, CULTURES, AND ART OF ASIAN AMERICANS, NATIVE HAWAIIANS, AND PACIFIC ISLANDERS THROUGH VIVID STORYTELLING AND INSPIRING EXPERIENCES TO ADVANCE RACIAL AND SOCIAL EQUITY.

  • WE CONNECT EVERYONE TO THE DYNAMIC HISTORY, CULTURES, AND ART OF ASIAN AMERICANS, NATIVE HAWAIIANS, AND PACIFIC ISLANDERS THROUGH VIVID STORYTELLING AND INSPIRING EXPERIENCES TO ADVANCE RACIAL AND SOCIAL EQUITY.

    Expenses $5,383,040 · Grants $1,227,131 · Revenue $412,802

As filed on the 2024 return.

Listed in Part VII

  • Jol B Tan

    EXEC. DIRECT

    Total calculated
    $338,269
    From this org
    $329,823
    From related orgs
    $0
    Other
    $8,446
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $329,823
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported
    Nontaxable benefits
    $8,446
    Filer's total
    $338,269

  • Kamahanahokulani Farrar

    INTERIM EXEC

    Total calculated
    $172,958
    From this org
    $158,412
    From related orgs
    $0
    Other
    $14,546
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $158,412
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported
    Nontaxable benefits
    $14,546
    Filer's total
    $172,958

  • Cassandra Chinn

    DEPUTY EXEC

    Total calculated
    $155,549
    From this org
    $148,031
    From related orgs
    $0
    Other
    $7,518
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $148,031
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported
    Nontaxable benefits
    $7,518
    Filer's total
    $155,549

  • Stephen McLean

    DIR. STRATEG

    Total calculated
    $155,093
    From this org
    $141,975
    From related orgs
    $0
    Other
    $13,118
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $141,975
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported
    Nontaxable benefits
    $13,118
    Filer's total
    $155,093

  • Christine Johnson

    DIR. OF ADVA

    Total calculated
    $148,869
    From this org
    $141,609
    From related orgs
    $0
    Other
    $7,260
    Hours/week
    40

  • Monica Day

    FINANCE DIRE

    Total calculated
    $107,722
    From this org
    $107,722
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • Katherine Wheeler

    COMM ENGAGEM

    Total calculated
    $112,420
    From this org
    $102,380
    From related orgs
    $0
    Other
    $10,040
    Hours/week
    40

  • Ellen Ferguson

    PRESIDENT

    Total calculated
    $0
    Hours/week
    6 + 0.5 related

  • Diane Sugimura

    VICE PRESIDE

    Total calculated
    $0
    Hours/week
    10 + 0.5 related

  • Mimi Gan

    SECRETARY

    Total calculated
    $0
    Hours/week
    5 + 0.5 related

  • Sai Chaleunphonh

    TREASURER

    Total calculated
    $0
    Hours/week
    6 + 0.5 related

  • Chera Amlag

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2 + 0.5 related

  • Nanette Fok

    TRUSTEE

    Total calculated
    $0
    Hours/week
    6 + 0.5 related

  • Jamie Ford

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2 + 0.5 related

  • Rachael Kitagawa

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2 + 0.5 related

  • Shannon Lee

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2 + 0.5 related

  • Gloria Lung Wakayama

    TRUSTEE

    Total calculated
    $0
    Hours/week
    6 + 0.5 related

  • Pat Norikane Logerwell

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2 + 0.5 related

  • Julien Loh

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2 + 0.5 related

  • Midori Matsui

    TRUSTEE (END

    Total calculated
    $0
    Hours/week
    5 + 0.5 related

  • Maya Mendoza-Exstrom

    TRUSTEE

    Total calculated
    $0
    Hours/week
    5 + 0.5 related

  • Michael Myint

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3 + 0.5 related

  • Mark Takagi

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2 + 0.5 related

  • Adriel Tam

    TRUSTEE

    Total calculated
    $0
    Hours/week
    5 + 0.5 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, 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

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
2024
Filed
26 March 2026
IRS schema version
2024v5.0
Source object
202620919349301212

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