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Nonprofiteer
← PUNAHOU SCHOOL

Form 990 for tax year 2022

Filed by PUNAHOU SCHOOL.

Totals

Total revenue
$146,373,981
Total expenses
$139,414,869
Contributions and grants received
$18,093,921
Grants paid
$9,905,992
Program service revenue
$121,684,641
Investment income
$4,745,682
Other revenue
$1,849,737
Total assets, end of year
$644,434,222
Total liabilities, end of year
$74,579,521
Net assets or fund balances, end of year
$569,854,701
Program services expenses (Part IX)
$111,133,916
Management and general expenses
$22,064,326
Fundraising expenses
$6,216,627
Program service expenses (Part III)
$111,133,916

Program services were 79.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • MICHAEL E LATHAM

    PRESIDENT

    Total calculated
    $711,577
    From this org
    $537,990
    From related orgs
    $0
    Other
    $173,587
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $510,024
    Bonus
    $1,000
    Other
    $26,966
    Deferred
    $24,070
    Nontaxable benefits
    $149,517
    Filer's total
    $711,577

  • SUNNY DONENFELD

    VP - FIN. & OPS AND TREASURER

    Total calculated
    $510,488
    From this org
    $469,893
    From related orgs
    $0
    Other
    $40,595
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $372,114
    Bonus
    $1,000
    Other
    $96,779
    Deferred
    $3,623
    Nontaxable benefits
    $36,972
    Filer's total
    $510,488

  • NOELEHUA LL ARCHAMBAULT

    VP - INST. ADVANCEMENT

    Total calculated
    $337,607
    From this org
    $248,604
    From related orgs
    $0
    Other
    $89,003
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $240,134
    Bonus
    $1,000
    Other
    $7,470
    Deferred
    $24,798
    Nontaxable benefits
    $64,205
    Filer's total
    $337,607

  • JAMES LACLAIR

    CHIEF INFORMATION OFFICER

    Total calculated
    $316,748
    From this org
    $295,477
    From related orgs
    $0
    Other
    $21,271
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $292,191
    Bonus
    $1,000
    Other
    $2,286
    Deferred
    $19,940
    Nontaxable benefits
    $1,331
    Filer's total
    $316,748

  • TODD CHOW-HOY

    PRINCIPAL - JR SCHOOL

    Total calculated
    $309,812
    From this org
    $199,467
    From related orgs
    $0
    Other
    $110,345
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $198,053
    Bonus
    $1,000
    Other
    $414
    Deferred
    $20,272
    Nontaxable benefits
    $90,073
    Filer's total
    $309,812

  • ROBERT GELBER

    DIRECTOR OF COMMUNICATIONS

    Total calculated
    $256,738
    From this org
    $185,202
    From related orgs
    $0
    Other
    $71,536
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $183,932
    Bonus
    $1,000
    Other
    $270
    Deferred
    $15,321
    Nontaxable benefits
    $56,215
    Filer's total
    $256,738

  • RAQUEL KELLY HICKS

    CHIEF HR OFFICER

    Total calculated
    $252,945
    From this org
    $218,615
    From related orgs
    $0
    Other
    $34,330
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $217,201
    Bonus
    $1,000
    Other
    $414
    Deferred
    $0
    Nontaxable benefits
    $34,330
    Filer's total
    $252,945

  • GUSTAVO CARRERA

    PRINCIPAL -ACADEMY (FROM 7/22)

    Total calculated
    $239,342
    From this org
    $222,071
    From related orgs
    $0
    Other
    $17,271
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $105,475
    Bonus
    $16,000
    Other
    $100,596
    Deferred
    $0
    Nontaxable benefits
    $17,271
    Filer's total
    $239,342

  • VIRGINIA LOO

    DIR - ANALYTICS & PLANNING

    Total calculated
    $237,400
    From this org
    $181,898
    From related orgs
    $0
    Other
    $55,502
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $180,628
    Bonus
    $1,000
    Other
    $270
    Deferred
    $9,283
    Nontaxable benefits
    $46,219
    Filer's total
    $237,400

  • MAILE UOHARA

    DIR - ENROLLMENT MGMT & ADMISSION

    Total calculated
    $233,151
    From this org
    $218,300
    From related orgs
    $0
    Other
    $14,851
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $190,313
    Bonus
    $1,000
    Other
    $26,987
    Deferred
    $0
    Nontaxable benefits
    $14,851
    Filer's total
    $233,151

  • DENISE SA HOKE

    ASST. TREASURER & CONTROLLER

    Total calculated
    $204,832
    From this org
    $185,580
    From related orgs
    $0
    Other
    $19,252
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $183,806
    Bonus
    $1,000
    Other
    $774
    Deferred
    $17,036
    Nontaxable benefits
    $2,216
    Filer's total
    $204,832

  • EMILY MCCARREN

    PRINCIPAL - ACAD. (UNTIL 6.22)

    Total calculated
    $190,792
    From this org
    $151,816
    From related orgs
    $0
    Other
    $38,976
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $123,446
    Bonus
    $0
    Other
    $28,370
    Deferred
    $12,352
    Nontaxable benefits
    $26,624
    Filer's total
    $190,792

  • W DAVID CAREY III

    SECOND VICE CHAIR, FINANCE

    Total calculated
    $0
    Hours/week
    1

  • MARGARET COLE

    ASSISTANT SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • WENDY CRABB

    FIRST VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • CONSTANCE LAU

    CHAIR OF THE BOARD

    Total calculated
    $0
    Hours/week
    1

  • KATHLEEN SULLIVAN WO

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • ETHAN ABBOTT

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • DEBORAH BERGER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • GREGORY DICKHENS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • MARK FUKUNAGA

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • PETER HO

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • DUANE KURISU

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • DOUGLAS KWOCK

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • JOHN MORGAN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • WILLIAM PRICE III

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • EMILY REBER PORTER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • ANN TERANISHI

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

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

  • 1a · Housing allowance or residence for personal use
  • 1a · Health or social club dues or initiation fees
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Form 990 of other organizations
  • 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

The filer's explanations (Part III)

PART I, LINE 3
A HOUSING ALLOWANCE IS PROVIDED TO SUNNY DONENFELD AND MAILE UOHARA AND IS INCLUDED IN THEIR TAXABLE COMPENSATION. ON-CAMPUS HOUSING IS PROVIDED TO DR. LATHAM, GUSTAVO CARRERA, AND TODD CHOW-HOY AS A CONDITION OF EMPLOYMENT AND IS USED FOR HOSTING SCHOOL EVENTS AND ACTIVITIES. THIS BENEFIT IS TREATED AS NONTAXABLE COMPENSATION. THE PRESIDENT, TREASURER, AND VP OF INSTITUTIONAL ADVANCEMENT ARE MEMBERS OF A SOCIAL CLUB FOR THE PURPOSE OF RECREATION, NETWORKING, AND ENTERTAINMENT. THE PORTION OF EXPENSES THAT CAN BE TRACED TO PERSONAL USE ARE PAID DIRECTLY BY THE INDIVIDUAL. TUITION REMISSION ALL REGULAR FULL-TIME FACULTY AND STAFF HIRED AFTER FEBRUARY 16, 1994 AND BEFORE JANUARY 22, 2021, ARE ELIGIBLE TO RECEIVE FULL TUITION REMISSION FOR ONE CHILD. ELIGIBLE EMPLOYEES HIRED AFTER JANUARY 22, 2021 RECEIVE $10,000 IN TUITION ASSISTANCE.

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

No itemized grants to organizations 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 corporations and trusts

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

  • CHARITABLE REMAINDER TRUST (9)

    T · TRUST · HI · controlled entity

    Directly controlled by PUNAHOU SCHOOL

  • CF CHARITABLE TRUST

    T · CHAR. TRUST · HI · 100% owned · share of income $93,155 · share of assets $2,426,543 · controlled entity

    Directly controlled by PUNAHOU SCHOOL

Provenance

Return type
form_990
Tax year
2022
Filed
10 May 2024
IRS schema version
2022v5.0
Source object
202431319349304133

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