Totals
- Total revenue
- $3,194,798
- Total expenses
- $3,001,009
- Contributions and grants received
- $13,721
- Grants paid
- $0
- Program service revenue
- $3,181,070
- Investment income
- $7
- Other revenue
- $0
- Total assets, end of year
- $2,105,589
- Total liabilities, end of year
- $1,329,539
- Net assets or fund balances, end of year
- $776,050
- Program services expenses (Part IX)
- $3,001,009
- Management and general expenses
- $0
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $3,001,009
Program services were 100.0% 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.
-
1d · Related organizations
$13,721
-
2a · Program service revenue: MANAGEMENT FEES
total $3,181,070 · related or exempt $3,181,070
-
3 · Investment income
total $7 · excluded $7
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $1,244,508 · program services $1,244,508
-
6 · Compensation of disqualified persons
total $169,888 · program services $169,888
-
7 · Other salaries and wages
total $1,177,046 · program services $1,177,046
-
9 · Other employee benefits
total $107,538 · program services $107,538
-
10 · Payroll taxes
total $189,832 · program services $189,832
-
11b · Fees: legal
total $7,275 · program services $7,275
-
13 · Office expenses
total $260 · program services $260
-
16 · Occupancy
total $16,003 · program services $16,003
-
17 · Travel
total $26,780 · program services $26,780
-
23 · Insurance
total $55,131 · program services $55,131
-
24a · Other expenses: DUES & SUBSCRIPTIONS
total $6,748 · program services $6,748
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $26,098 · end of year $26,080
-
11 · Investments: publicly traded securities
beginning of year $810,859 · end of year $760,711
-
15 · Other assets
beginning of year $1,114,111 · end of year $1,318,798
-
17 · Accounts payable and accrued expenses
beginning of year $538,512 · end of year $549,393
-
25 · Other liabilities
beginning of year $693,643 · end of year $780,146
-
27 · Net assets without donor restrictions
beginning of year $718,913 · end of year $776,050
Mission and programs · 2022
Mission
IN THE SPIRIT OF "OHANA", KAHALA NUI SENIOR LIVING AND ITS ASSOCIATES ARE DEDICATED TO SERVING THE UNMET NEEDS OF SENIORS IN HAWAII. WE ARE A NOT-FOR-PROFIT ORGANIZATION THAT PROVIDES A CONTINUUM OF HIGH QUALITY RESIDENTIAL, COMMUNITY-BASED, AND HEALTH CARE SERVICES ENABLING THOSE WE SERVE TO LIVE A GRACIOUS HAWAIIAN LIFESTYLE WITH DIGNITY, RESPECT, TRUST AND FRIENDSHIP.
Activities or mission (Part I)
IN THE SPIRIT OF "OHANA", SERVING THE UNMET NEEDS OF SENIORS IN HAWAII.
-
KAHALA NUI SENIOR LIVING SUPPORTS THE CHARITABLE ACTIVITIES OF ITS SUPPORTED ORGANIZATIONS - KAHALA SENIOR LIVING COMMUNITY, LIVE WELL, AND KAHALA NUI SENIOR LIVING FOUNDATION - BY PROVIDING (A) EXPERIENCED LEADERSHIP THROUGH ITS VOLUNTEER BOARD OF DIRECTORS AND OFFICERS AND ITS CHIEF EXECUTIVE OFFICER, (B) CERTAIN MANAGEMENT AND ACCOUNTING SERVICES, AND (C) FINANCIAL SUPPORT.
Expenses $3,001,009 · Revenue $3,181,070
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Craig R CourtsCRAIG R COURTS
PRESIDENT/CEO
- Total calculated
- $442,927
- From this org
- $420,877
- From related orgs
- $0
- Other
- $22,050
- Hours/week
- 24 + 26 related
Schedule J breakdown matched by us
- Base
- $376,930
- Bonus
- $43,947
- Other
- $0
- Deferred
- $7,316
- Nontaxable benefits
- $14,734
- Filer's total
- $442,927
-
Wendy Wong ExecutiveWENDY WONG EXECUTIVE
DIRECTOR (THROUGH JANUARY 2022)
- Total calculated
- $299,598
- From this org
- $293,213
- From related orgs
- $0
- Other
- $6,385
- Hours/week
- 3 + 47 related
Schedule J breakdown matched by us
- Base
- $227,453
- Bonus
- $65,760
- Other
- $0
- Deferred
- $6,385
- Nontaxable benefits
- $0
- Filer's total
- $299,598
-
Huilan KamitaHUILAN KAMITA
CFO
- Total calculated
- $258,808
- From this org
- $190,161
- From related orgs
- $0
- Other
- $68,647
- Hours/week
- 22 + 28 related
Schedule J breakdown matched by us
- Base
- $190,161
- Bonus
- $0
- Other
- $0
- Deferred
- $53,913
- Nontaxable benefits
- $14,734
- Filer's total
- $258,808
-
Maria KinslerMARIA KINSLER
COO
- Total calculated
- $243,175
- From this org
- $217,796
- From related orgs
- $0
- Other
- $25,379
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $191,138
- Bonus
- $26,658
- Other
- $0
- Deferred
- $2,975
- Nontaxable benefits
- $22,404
- Filer's total
- $243,175
-
Jay DuquetteJAY DUQUETTE
ADMINISTRATOR
- Total calculated
- $193,912
- From this org
- $143,136
- From related orgs
- $0
- Other
- $50,776
- Hours/week
- 3 + 47 related
Schedule J breakdown matched by us
- Base
- $143,136
- Bonus
- $0
- Other
- $0
- Deferred
- $36,042
- Nontaxable benefits
- $14,734
- Filer's total
- $193,912
-
Preston TeradaPRESTON TERADA
IT MANAGER
- Total calculated
- $176,827
- From this org
- $146,909
- From related orgs
- $0
- Other
- $29,918
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $123,647
- Bonus
- $23,262
- Other
- $0
- Deferred
- $7,514
- Nontaxable benefits
- $22,404
- Filer's total
- $176,827
-
Patrick DuartePATRICK DUARTE
FORMER CEO
- Total calculated
- $169,888
- From this org
- $169,888
- From related orgs
- $0
- Other
- $0
- Hours/week
- 0
Schedule J breakdown matched by us
- Base
- $77,599
- Bonus
- $92,289
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $169,888
-
Lynn WongLYNN WONG
DIRECTOR OF COMMUNITY LIFE
- Total calculated
- $164,529
- From this org
- $137,867
- From related orgs
- $0
- Other
- $26,662
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $114,929
- Bonus
- $22,938
- Other
- $0
- Deferred
- $4,258
- Nontaxable benefits
- $22,404
- Filer's total
- $164,529
-
Chuck KelleyCHUCK KELLEY
CHAIR
- Total calculated
- $0
- Hours/week
- 3 + 4.5 related
-
Raymond PhilipsRAYMOND PHILIPS
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 3 + 4 related
-
Jon McKennaJON MCKENNA
SECRETERY
- Total calculated
- $0
- Hours/week
- 3 + 4 related
-
Frank Tokioka IIFRANK TOKIOKA II
TREASURER
- Total calculated
- $0
- Hours/week
- 3 + 4 related
-
Christine CampCHRISTINE CAMP
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3 + 4 related
-
Sheila ChongSHEILA CHONG
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
Shari Kogan MDSHARI KOGAN MD
DIRECTOR (THROUGH FEBRUARY 2022)
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
Kamal Masaki MDKAMAL MASAKI MD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
Kenneth Miller CFAKENNETH MILLER CFA
DIRECTOR (THROUGH FEBRUARY 2022)
- Total calculated
- $0
- Hours/week
- 3 + 4 related
-
Ross MurakamiROSS MURAKAMI
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
Son-Jai PaikSON-JAI PAIK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3 + 4 related
-
Susan Price MDSUSAN PRICE MD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
Steve RobertsonSTEVE ROBERTSON
DIRECTOR (THROUGH FEBRUARY 2022)
- Total calculated
- $0
- Hours/week
- 3 + 4.5 related
-
Kent TsukamotoKENT TSUKAMOTO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
Adrienne YoshiharaADRIENNE YOSHIHARA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 2 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
- 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 · Independent compensation consultant
- 3 · Form 990 of other organizations
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
- 4b · Supplemental nonqualified retirement plan
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
Answered no
- 4a · Severance or change-of-control payment
- 4c · Equity-based compensation arrangement
- 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 1A
- SOCIAL CLUB DUES ARE PROVIDED FOR CRAIG COURTS, CEO/PRESIDENT, AND ARE NOT INCLUDED IN HIS TAXABLE COMPENSATION.
- PART I, LINE 4B
- KAHALA NUI SENIOR LIVING HAS A 457(F) SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN. CONTRIBUTIONS TO THE PLAN IN 2022 WERE: WENDY WONG - $34,689 HUILAN KAMITA - $70,840 JAY DUQUETTE - $49,662 DISTRIBUTIONS FROM THE PLAN IN 2022 WERE: WENDY WONG - $163,226
- PART I, LINE 5
- THE MANAGEMENT TEAM CAN RECEIVE BONUSES THAT ARE BASED ON SEVERAL VARIABLES INCLUDING FINANCIAL PERFORMANCE, RESIDENT SATISFACTION, AND GROWTH.
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.
-
KAHALA SENIOR LIVING COMMUNITY INC
501(C)(3) · SENIOR LIVING · HI · controlled entity
Directly controlled by KAHALA NUI SENIOR LIVING
-
KAHALA NUI SENIOR LIVING FOUNDATION INC
501(C)(3) · FUNDRAISING · HI · controlled entity
Directly controlled by KAHALA NUI SENIOR LIVING
-
501(C)(3) · ADULT DAY CARE · HI · controlled entity
Directly controlled by KAHALA NUI SENIOR LIVING
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 27 October 2023
- IRS schema version
- 2022v5.0
- Source object
- 202323049349301207
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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