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← WILCOX HEALTH FOUNDATION

Form 990 for tax year 2023

Filed by WILCOX HEALTH FOUNDATION.

Totals

Total revenue
$11,232,760
Total expenses
$4,470,322
Contributions and grants received
$11,009,532
Grants paid
$3,779,532
Program service revenue
$0
Investment income
$223,228
Other revenue
$0
Total assets, end of year
$16,349,964
Total liabilities, end of year
$274,861
Net assets or fund balances, end of year
$16,075,103
Program services expenses (Part IX)
$3,947,989
Management and general expenses
$309,135
Fundraising expenses
$213,198
Program service expenses (Part III)
$3,947,989

Program services were 88.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • Ian Jung

    Board of Director, Chair

    Total calculated
    $0
    Hours/week
    0.2

  • Trinette Kaui

    Board of Director, Vice Chair

    Total calculated
    $0
    Hours/week
    0.2 + 0.4 related

  • Michael Dahilig

    Board of Director (part year)

    Total calculated
    $0
    Hours/week
    0.2

  • Michelle Emura

    Board of Director

    Total calculated
    $0
    Hours/week
    0.2

  • Raymond P Vara Jr

    Board of Director

    Total calculated
    $4,411,352
    From this org
    $0
    From related orgs
    $2,464,885
    Other
    $1,946,467
    Hours/week
    0.2 + 61.9 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,231,412 related
    Bonus
    $0 + $505,774 related
    Other
    $0 + $727,699 related
    Deferred
    $0 + $1,923,428 related
    Nontaxable benefits
    $0 + $23,039 related
    Filer's total
    $0 + $4,411,352 related

  • Richard Albrecht

    Board of Director, Chair

    Total calculated
    $0
    Hours/week
    0.2

  • Richard M Goodale MD

    Board of Director

    Total calculated
    $0
    Hours/week
    0.2

  • Sam Pratt

    Board of Director

    Total calculated
    $0
    Hours/week
    0.2

  • Carrie Ann Tsutsui

    Assistant Treasurer

    Total calculated
    $386,410
    From this org
    $0
    From related orgs
    $307,290
    Other
    $79,120
    Hours/week
    0.1 + 48.3 related

    Schedule J breakdown matched by us

    Base
    $0 + $239,446 related
    Bonus
    $0 + $42,745 related
    Other
    $0 + $25,099 related
    Deferred
    $0 + $67,840 related
    Nontaxable benefits
    $0 + $11,280 related
    Filer's total
    $0 + $386,410 related

  • Charles R Ching

    Secretary

    Total calculated
    $1,125,301
    From this org
    $0
    From related orgs
    $830,806
    Other
    $294,495
    Hours/week
    0.1 + 39.9 related

    Schedule J breakdown matched by us

    Base
    $0 + $474,538 related
    Bonus
    $0 + $139,662 related
    Other
    $0 + $216,606 related
    Deferred
    $0 + $278,322 related
    Nontaxable benefits
    $0 + $16,173 related
    Filer's total
    $0 + $1,125,301 related

  • David Okabe

    Treasurer

    Total calculated
    $1,548,574
    From this org
    $0
    From related orgs
    $1,124,153
    Other
    $424,421
    Hours/week
    0.1 + 49.9 related

    Schedule J breakdown matched by us

    Base
    $0 + $601,227 related
    Bonus
    $0 + $206,576 related
    Other
    $0 + $316,350 related
    Deferred
    $0 + $408,248 related
    Nontaxable benefits
    $0 + $16,173 related
    Filer's total
    $0 + $1,548,574 related

  • Dawn Dunbar

    Vice President

    Total calculated
    $552,162
    From this org
    $0
    From related orgs
    $432,600
    Other
    $119,562
    Hours/week
    5 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $313,399 related
    Bonus
    $0 + $74,859 related
    Other
    $0 + $44,342 related
    Deferred
    $0 + $94,230 related
    Nontaxable benefits
    $0 + $25,332 related
    Filer's total
    $0 + $552,162 related

  • Jennie Chahanovich

    President

    Total calculated
    $979,068
    From this org
    $0
    From related orgs
    $726,891
    Other
    $252,177
    Hours/week
    3 + 53.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $403,402 related
    Bonus
    $0 + $126,291 related
    Other
    $0 + $197,198 related
    Deferred
    $0 + $238,403 related
    Nontaxable benefits
    $0 + $13,774 related
    Filer's total
    $0 + $979,068 related

  • Jessica Lewis

    Assistant Secretary

    Total calculated
    $229,658
    From this org
    $0
    From related orgs
    $183,999
    Other
    $45,659
    Hours/week
    0.5 + 39.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $176,275 related
    Bonus
    $0 + $5,000 related
    Other
    $0 + $2,724 related
    Deferred
    $0 + $18,051 related
    Nontaxable benefits
    $0 + $27,608 related
    Filer's total
    $0 + $229,658 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

  • 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 CHIEF EXECUTIVE OFFICER 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, SECTION B, 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 DURING THE YEAR BY RELATED ORGANIZATIONS: RAYMOND P. VARA JR. - $307,960 DAVID OKABE - $114,710 CHARLES R. CHING - $77,492 JENNIE CHAHANOVICH - $53,405 ANNUAL INCENTIVE PLAN THE ANNUAL INCENTIVE PLAN IS AFFORDED TO EXECUTIVES BASED ON ANNUAL SYSTEM GOALS THAT ARE NOT BASED ON A PERCENTAGE OF NET EARNINGS. AMOUNTS PAID OUT DURING THE YEAR BY RELATED ORGANIZATIONS: RAYMOND P. VARA JR. - $505,774 DAVID OKABE - $176,576 CHARLES R. CHING - $139,662 JENNIE CHAHANOVICH - $126,291 DAWN DUNBAR - $74,859 CARRIE ANN TSUTSUI - $42,745 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. - $500,000

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.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

Provenance

Return type
form_990
Tax year
2023
Filed
15 May 2025
IRS schema version
2023v6.0
Source object
202541359349308509

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