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← HAWAII ASSOCIATION OF INDEPENDENT SCHOOLS

Form 990 for tax year 2023

Filed by HAWAII ASSOCIATION OF INDEPENDENT SCHOOLS.

Totals

Total revenue
$1,786,029
Total expenses
$1,748,529
Contributions and grants received
$1,048,346
Grants paid
$120,735
Program service revenue
$707,834
Investment income
$12,588
Other revenue
$17,261
Total assets, end of year
$928,629
Total liabilities, end of year
$463,426
Net assets or fund balances, end of year
$465,203
Program services expenses (Part IX)
$1,487,505
Management and general expenses
$261,024
Fundraising expenses
$0
Program service expenses (Part III)
$1,487,505

Program services were 85.1% 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

    $774,600

  • 1e · Government grants (contributions)

    $775

  • 1f · All other contributions, gifts and grants

    $272,971

  • 2a · Program service revenue: SCHOOLS OF THE FUTURE

    total $623,307 · related or exempt $623,307

  • 2b · Program service revenue: CONFERENCE

    total $84,527 · related or exempt $84,527

  • 3 · Investment income

    total $8,152 · excluded $8,152

  • 7a · Gross sales of assets other than inventory

    securities $4,436

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

    securities $0

  • 7c · Gain or loss

    securities $4,436

  • 7d · Net gain or loss

    total $4,436 · excluded $4,436

  • 11a · Other revenue: OTHER INCOME

    total $17,261 · related or exempt $17,261

  • 11e · Other revenue, total

    $17,261

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $120,735 · program services $120,735

  • 5 · Compensation of officers, directors and key employees

    total $180,336 · program services $111,808 · management and general $68,528

  • 7 · Other salaries and wages

    total $402,306 · program services $287,880 · management and general $114,426

  • 8 · Pension plan contributions

    total $20,442 · program services $17,297 · management and general $3,145

  • 9 · Other employee benefits

    total $27,956 · program services $23,263 · management and general $4,693

  • 10 · Payroll taxes

    total $46,063 · program services $35,995 · management and general $10,068

  • 11a · Fees: management

    total $6,539 · management and general $6,539

  • 11b · Fees: legal

    total $1,130 · management and general $1,130

  • 11c · Fees: accounting

    total $22,459 · management and general $22,459

  • 11d · Fees: lobbying

    total $22,620 · program services $22,620

  • 11f · Fees: investment management

    total $2,406 · management and general $2,406

  • 11g · Fees: other

    total $431,337 · program services $431,337

  • 13 · Office expenses

    total $52,394 · program services $52,347 · management and general $47

  • 16 · Occupancy

    total $61,178 · program services $47,122 · management and general $14,056

  • 17 · Travel

    total $20,404 · program services $20,404

  • 19 · Conferences, conventions and meetings

    total $256,243 · program services $256,243

  • 23 · Insurance

    total $14,227 · program services $11,117 · management and general $3,110

  • 24a · Other expenses: MEMBERSHIP DUES

    total $27,925 · program services $18,253 · management and general $9,672

  • 24b · Other expenses: MEMBERSHIP PROMOTION

    total $22,061 · program services $22,061

  • 24c · Other expenses: OTHER EXPENSES

    total $9,768 · program services $9,023 · management and general $745

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $52,996 · end of year $399,418

  • 2 · Savings and temporary cash investments

    beginning of year $443,532 · end of year $120,870

  • 4 · Accounts receivable

    beginning of year $1,199 · end of year $3,708

  • 9 · Prepaid expenses and deferred charges

    beginning of year $30,869 · end of year $45,924

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

    $68,074

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

    $68,074

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $0

  • 11 · Investments: publicly traded securities

    beginning of year $215,312 · end of year $293,638

  • 15 · Other assets

    beginning of year $81,386 · end of year $65,071

  • 17 · Accounts payable and accrued expenses

    beginning of year $97,981 · end of year $95,059

  • 19 · Deferred revenue

    beginning of year $235,464 · end of year $301,515

  • 25 · Other liabilities

    beginning of year $82,291 · end of year $66,852

  • 27 · Net assets without donor restrictions

    beginning of year $181,253 · end of year $243,017

  • 28 · Net assets with donor restrictions

    beginning of year $228,305 · end of year $222,186

Mission and programs · 2023

Mission

THE HAWAI'I ASSOCIATION OF INDEPENDENT SCHOOLS (HAIS) ADVOCATES ON BEHALF OF INDEPENDENT EDUCATION IN HAWAII, PROVIDES SERVICES THAT STRENGTHEN INDIVIDUAL SCHOOLS AND ENGAGES THEM TO ACHIEVE EDUCATIONAL QUALITY AND EXCELLENCE FOR ALL STUDENTS. HAIS FACILITATES COLLABORATIVE EFFORTS AMONG ITS MORE THAN 100 MEMBER SCHOOLS ON ISSUES OF MUTUAL CONCERN, AS WELL AS PARTNERSHIPS TO ADDRESS SHARED NEEDS. THE PRIMARY ACTIVITIES OF HAIS ARE: 1) PERPETUATING SCHOOL RENEWAL THROUGH ACCREDITATION AND/OR LICENSING OF ITS MEMBER SCHOOLS; 2) DEVELOPING AND DELIVERING PROFESSIONAL DEVELOPMENT OPPORTUNITIES RELEVANT TO 21ST CENTURY LEARNING FOR THE FACULTY AND STAFF OF ITS MEMBER SCHOOLS; 3) PROMOTING CHOICE AS AN IMPORTANT COMMUNITY VALUE AND ASSISTING PARENTS IN LEARNING ABOUT INDEPENDENT EDUCATION; 4) CREATING PUBLIC-PRIVATE PARTNERSHIPS THAT SUPPORT AND ENHANCE PUBLIC EDUCATION.

Activities or mission (Part I)

ADVOCATES ON BEHALF OF INDEPENDENT EDUCATION IN HAWAII, PROVIDES SERVICES THAT STRENGTHEN OUR INDIVIDUAL SCHOOLS AND ENGAGES THEM TO ACHIEVE EDUCATIONAL QUALITY AND EXCELLENCE FOR ALL STUDENTS.

  • SCHOOLS OF THE FUTURE CONFERENCE, HAWAII EDUCATIONAL NETWORKING CONSORTIUM, AND HEADS AND TRUSTEE SUMMIT AND PROFESSIONAL LEARNING WORKSHOPSSCHOOLS OF THE FUTURE CONFERENCE - A COLLABORATIVE PROFESSIONAL DEVELOPMENT EVENT JOINTLY PRESENTED BY THE HAWAII COMMUNITY FOUNDATION, THE HAWAII ASSOCIATION OF INDEPENDENT SCHOOLS AND THE HAWAII DEPARTMENT OF EDUCATION IN PARTNERSHIP WITH THE HAWAII SOCIETY FOR TECHNOLOGY IN EDUCATION. THE CONFERENCE BRINGS TOGETHER, SEVERAL THOUSAND EDUCATORS FROM HAWAII'S PUBLIC, PRIVATE, CHARTER AND PAROCHIAL SCHOOLS TO HEAR AND INTERACT WITH INTERNATIONALLY KNOWN KEYNOTE SPEAKERS, NUMEROUS NATIONALLY RECOGNIZED FEATURED SPEAKERS AND EDUCATORS FROM HAWAII'S OWN PK-12 SCHOOLS IN A WIDE-VARIETY OF PRESENTATIONS.THE HAWAI'I EDUCATIONAL NETWORKING CONSORTIUM (HENC) IS A COLLABORATIVE RELATIONSHIP WHICH WAS ESTABLISHED IN DECEMBER 1993 AMONG THE UNIVERSITY OF HAWAI'I (UH), THE HAWAII DEPARTMENT OF EDUCATION (HDOE), AND THE HAWAI'I ASSOCIATION OF INDEPENDENT SCHOOLS (HAIS). THE PURPOSE OF HENC'S EFFORT IS TO FACILITATE AND COORDINATE HAWAI'I-BASED COOPERATIVE ACTIVITIES RELATING TO THE DEVELOPMENT, PROMOTION AND SUPPORT OF TELECOMMUNICATIONS TECHNOLOGY IN EDUCATION AND RESEARCH. AS ONE OF ITS PROGRAMS, HENC ANNUALLY AWARDS HAWAII SCHOOLS DIGITAL MEDIA (HSDM) GRANTS RANGING FROM $1,000 TO $4,000 TO HAWAII'S EMERGING K-12 VIDEO PRODUCERS. THESE GRANTS ALLOW ANY ACCREDITED PUBLIC, CHARTER, PRIVATE OR PAROCHIAL SCHOOL IN THE STATE OF HAWAII TO DEVELOP OR EXPAND DIGITAL MEDIA VIDEO PROGRAMS AND CREATE ORIGINAL SCHOOL-BASED VIDEOS. HAIS MANAGES THE AWARD AND DISTRIBUTION OF THE HSDM GRANTS.

    Expenses $733,600 · Grants $108,108 · Revenue $623,307

  • THE ANNUAL HAIS LEADERSHIP (HEADS AND TRUSTEE) SUMMIT IS OFFERED ANNUALLY TO MEMBERS OF HAIS'S SCHOOL LEADERSHIP TEAMS. THE EVENT IS CENTERED AROUND A SIGNIFICANT TOPIC OF IMPORTANCE FACING MEMBER SCHOOLS, SUCH AS RISK, SAFETY, GOVERNANCE ISSUES AND SO FORTH. IT GENERALLY INCLUDES SEVERAL SPEAKERS WHO ARE EXPERTS ON THE FOCAL TOPIC. HAIS SUPPORTS ITS 100 MEMBER SCHOOLS BY DEVELOPING AND OFFERING PROFESSIONAL LEARNING OPPORTUNITIES AND EVENTS, WHICH INCLUDE CONFERENCES, WORKSHOPS, WEBINARS AND OTHER PROGRAMS FOR SCHOOL ADMINISTRATORS AND TEACHERS. HAIS PROGRAMS COMPRISE ONE FACET OF THE SERVICES OFFERED TO MEMBERSHIP, WHICH BOTH DIRECTLY AND INDIRECTLY IMPACT MORE THAN 3,200 EDUCATORS AND 33,500 STUDENTS STATEWIDE. ACCREDITATION - A SCHOOL IMPROVEMENT PROGRAM OF PEER REVIEW EVALUATION WHICH CERTIFIES THAT SCHOOLS MEET CERTAIN STANDARDS DEFINED BY AN INDEPENDENT ENTITY, SUCH AS THE WESTERN ASSOCIATION OF SCHOOLS AND COLLEGES (WASC) AND HAIS. THROUGH THE PROCESS, SCHOOLS HOLD THEMSELVES PUBLICLY ACCOUNTABLE TO FAMILIES, FOUNDATIONS, CORPORATIONS, FINANCIAL INSTITUTIONS INTERESTED IN SUPPORTING EDUCATIONAL INSTITUTIONS, AND ALL WHO SEEK ASSURANCE THAT A SCHOOL MEETS CERTAIN GENERALLY ACCEPTED STANDARDS OF EDUCATIONAL QUALITY, OPERATION AND STAFF COMPETENCE.THIS PROCESS INVOLVES A SELF-STUDY WHICH GUIDES FUTURE SCHOOL IMPROVEMENT. IT PROVIDES FOR SELF-EXAMINATION THAT RELATES ALL ELEMENTS OF A SCHOOL AND THEIR IMPACT UPON STUDENT LEARNING. THE ENTIRE SCHOOL COMMUNITY IS INVOLVED AS EACH CONSTITUENT GROUP ASSISTS TO EVALUATE HOW WELL THE SCHOOL ACHIEVES ITS MISSION AND EXPECTED LEARNING OUTCOMES FOR STUDENTS IN A FINANCIALLY SUSTAINABLE MANNER.HAWAI'I COUNCIL OF PRIVATE SCHOOLS (HCPS) LICENSING - ALL PRIVATE SCHOOLS IN HAWAII ARE REQUIRED TO BE LICENSED BY THE HAWAII COUNCIL OF PRIVATE SCHOOLS (HCPS) OR ACCREDITED BY A RECOGNIZED ACCREDITING BODY TO ENSURE THAT THEY MEET BASIC HEALTH, SAFETY, OPERATIONAL AND EDUCATION PROGRAM CRITERIA TO OPERATE AS A SCHOOL, ACCORDING TO ACT 188 (1995), ACT 227 (2019) AND ACT 61 (2022) PASSED BY THE HAWAII STATE LEGISLATURE. THE HAWAII COUNCIL OF PRIVATE SCHOOLS (HCPS), THE LICENSING ARM OF HAIS, IS AUTHORIZED BY THE HAWAII STATE LEGISLATURE TO LICENSE ALL PRIVATE SCHOOLS OFFERING K-12 EDUCATIONAL PROGRAMS IN THE STATE OF HAWAII. HCPS VERIFIES THAT ALL PRIVATE SCHOOLS IN THE STATE OF HAWAII MEET AND MAINTAIN MINIMUM EDUCATIONAL, SAFETY AND HEALTH REQUIREMENTS SET BY THE STATE.THE ANNUAL KAHEWAI SUMMIT IS HELD VIRTUALLY AND EXPLORES HOLISTIC APPROACHES TO ACHIEVING WELLNESS AND RESILIENCE THROUGH TRAUMA-INFORMED CARE STRATEGIES FOR ALL PROVIDERS WHO SERVE CHILDREN AGES 0-5. THE SUMMIT ENGAGES ATTENDEES WITH OPPORTUNITIES TO LEARN AND REFINE WELLNESS AND RESILIENCE PRACTICES AIMED AT SUPPORTING THOSE SERVING HAWAI'I'S EARLY LEARNING COMMUNITIES AND IS ATTENDED VIRTUALLY BY ABOUT 400 PARTICIPANTS.

    Expenses $753,905 · Grants $12,627 · Revenue $101,788

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

Listed in Part VII

  • RUTH FLETCHER

    PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • ROBERT DAVID GAUDI

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    1.5

  • TIMOTHY COTTRELL

    TREASURER

    Total calculated
    $0
    Hours/week
    1.5

  • JYO BRIDGEWATER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • STEPHEN DUNN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ERIC DUSTMAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MICHAEL LATHAM

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MAUREEN MADDEN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • RYAN MASA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • KAHEALANI NAEOLE-WONG

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • LAUREN NAHME

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DAVID RANDALL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • RON SHIIRA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • PAUL SINGER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • GERALD TERAMAE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • PAUL TURNBULL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JEANNE WILKS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • LIA WOO

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • LLEWELLYN YOUNG

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • PHILIP J BOSSERT

    EXECUTIVE DIRECTOR/SECRETARY

    Total calculated
    $180,187
    From this org
    $163,909
    From related orgs
    $0
    Other
    $16,278
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $163,909
    Bonus
    $0
    Other
    $0
    Deferred
    $8,196
    Nontaxable benefits
    $8,082
    Filer's total
    $180,187

  • DEANNA D'OLIER

    ASSOCIATE DIRECTOR

    Total calculated
    $120,256
    From this org
    $114,553
    From related orgs
    $0
    Other
    $5,703
    Hours/week
    40

  • SOPHIE HALLIDAY

    DIR OF ACCREDITATION & LICENSING

    Total calculated
    $124,058
    From this org
    $110,480
    From related orgs
    $0
    Other
    $13,578
    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 · 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

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.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • HAWAII COUNCIL OF PRIVATE SCHOOLS LLC

    SEE PART VII · HI

    Directly controlled by HAWAII ASSOCIATION OF INDEPENDENT SCHOOLS

Provenance

Return type
form_990
Tax year
2023
Filed
20 February 2025
IRS schema version
2023v6.0
Source object
202540519349300019

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