Form 990 for tax year 2024

Filed by OHANA WAA.

Totals

Total revenue: $335,456
Total expenses: $154,033
Contributions and grants received: $335,456
Grants paid: $0
Program service revenue: $0
Investment income: $0
Other revenue: $0
Total assets, end of year: $314,281
Total liabilities, end of year: $0
Net assets or fund balances, end of year: $314,281
Program services expenses (Part IX): $124,615
Management and general expenses: $29,418
Fundraising expenses: $0
Program service expenses (Part III): $124,615

Program services were 80.9% 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.

1a · Federated campaigns

$0
1b · Membership dues

$0
1c · Fundraising events

$0
1d · Related organizations

$0
1e · Government grants (contributions)

$0
1f · All other contributions, gifts and grants

$335,456
1g · Noncash contributions included above

$0
2f · All other program service revenue

total $0 · related or exempt $0 · unrelated business $0 · excluded $0
3 · Investment income

total $0 · related or exempt $0 · unrelated business $0 · excluded $0
4 · Income from investment of tax-exempt bond proceeds

total $0 · related or exempt $0 · unrelated business $0 · excluded $0
5 · Royalties

total $0 · related or exempt $0 · unrelated business $0 · excluded $0
6a · Gross rents

real property $0 · personal property $0
6b · Less rental expenses

real property $0 · personal property $0
6c · Rental income or loss

real property $0 · personal property $0
6d · Net rental income or loss

total $0 · related or exempt $0 · unrelated business $0 · excluded $0
7a · Gross sales of assets other than inventory

securities $0 · other assets $0
7b · Less cost or other basis and sales expenses

securities $0 · other assets $0
7c · Gain or loss

securities $0 · other assets $0
7d · Net gain or loss

total $0 · related or exempt $0 · unrelated business $0 · excluded $0
8a · Fundraising events: gross income

$0
8a · Fundraising events: contributions included on line 1c

$0
8b · Fundraising events: direct expenses

$0
8c · Net income from fundraising events

total $0 · unrelated business $0 · excluded $0
9a · Gaming: gross income

$0
9b · Gaming: direct expenses

$0
9c · Net income from gaming

total $0 · related or exempt $0 · unrelated business $0 · excluded $0
10a · Gross sales of inventory

$0
10b · Cost of goods sold

$0
10c · Net income from sales of inventory

total $0 · related or exempt $0 · unrelated business $0 · excluded $0
11e · Other revenue, total

$0

Functional expenses

Part IX, the statement of functional expenses.

1 · Grants to domestic organizations and governments

total $0 · program services $0
2 · Grants to domestic individuals

total $0 · program services $0
3 · Grants to foreign organizations and individuals

total $0 · program services $0
4 · Benefits paid to or for members

total $0 · program services $0
5 · Compensation of officers, directors and key employees

total $0 · program services $0 · management and general $0 · fundraising $0
6 · Compensation of disqualified persons

total $0 · program services $0 · management and general $0 · fundraising $0
7 · Other salaries and wages

total $0 · program services $0 · management and general $0 · fundraising $0
8 · Pension plan contributions

total $0 · program services $0 · management and general $0 · fundraising $0
9 · Other employee benefits

total $0 · program services $0 · management and general $0 · fundraising $0
10 · Payroll taxes

total $0 · program services $0 · management and general $0 · fundraising $0
11a · Fees: management

total $0 · program services $0 · management and general $0 · fundraising $0
11b · Fees: legal

total $0 · program services $0 · management and general $0 · fundraising $0
11c · Fees: accounting

total $4,712 · program services $0 · management and general $4,712 · fundraising $0
11d · Fees: lobbying

total $0 · program services $0 · management and general $0 · fundraising $0
11e · Fees: professional fundraising services

total $0 · fundraising $0
11f · Fees: investment management

total $0 · program services $0 · management and general $0 · fundraising $0
11g · Fees: other

total $38,065 · program services $21,136 · management and general $16,929 · fundraising $0
12 · Advertising and promotion

total $0 · program services $0 · management and general $0 · fundraising $0
13 · Office expenses

total $0 · program services $0 · management and general $0 · fundraising $0
14 · Information technology

total $1,401 · program services $0 · management and general $1,401 · fundraising $0
15 · Royalties

total $0 · program services $0 · management and general $0 · fundraising $0
16 · Occupancy

total $0 · program services $0 · management and general $0 · fundraising $0
17 · Travel

total $33,899 · program services $33,899 · management and general $0 · fundraising $0
18 · Travel or entertainment for public officials

total $0 · program services $0 · management and general $0 · fundraising $0
19 · Conferences, conventions and meetings

total $0 · program services $0 · management and general $0 · fundraising $0
20 · Interest

total $0 · program services $0 · management and general $0 · fundraising $0
21 · Payments to affiliates

total $0 · program services $0 · management and general $0 · fundraising $0
22 · Depreciation, depletion and amortization

total $6,126 · program services $0 · management and general $6,126 · fundraising $0
23 · Insurance

total $0 · program services $0 · management and general $0 · fundraising $0
24a · Other expenses: Program supplies and materials

total $23,438 · program services $23,438 · management and general $0 · fundraising $0
24b · Other expenses: Reimbursements for voyagers' Lahaina fire losses

total $25,365 · program services $25,365 · management and general $0 · fundraising $0
24c · Other expenses: Facilities and Equipment

total $15,777 · program services $15,777 · management and general $0 · fundraising $0
24d · Other expenses: Repair and Maintenance

total $5,000 · program services $5,000 · management and general $0 · fundraising $0
24e · All other expenses

total $250 · program services $0 · management and general $250 · fundraising $0

Balance sheet

Part X, book values.

1 · Cash, non-interest-bearing

beginning of year $128,051 · end of year $301,261
2 · Savings and temporary cash investments

beginning of year $0 · end of year $0
3 · Pledges and grants receivable

beginning of year $0 · end of year $0
4 · Accounts receivable

beginning of year $10,000 · end of year $2,811
5 · Loans and receivables from officers and key people

beginning of year $0 · end of year $0
6 · Loans and receivables from disqualified persons

beginning of year $0 · end of year $0
7 · Other notes and loans receivable

beginning of year $0 · end of year $0
8 · Inventories for sale or use

beginning of year $0 · end of year $0
9 · Prepaid expenses and deferred charges

beginning of year $0 · end of year $0
10c · Land, buildings and equipment, net

beginning of year $0
11 · Investments: publicly traded securities

beginning of year $0 · end of year $0
12 · Investments: other securities

beginning of year $0 · end of year $0
13 · Investments: program-related

beginning of year $0 · end of year $0
14 · Intangible assets

beginning of year $0 · end of year $0
15 · Other assets

beginning of year $16,334 · end of year $10,209
17 · Accounts payable and accrued expenses

beginning of year $0 · end of year $0
18 · Grants payable

beginning of year $0 · end of year $0
19 · Deferred revenue

beginning of year $21,527 · end of year $0
20 · Tax-exempt bond liabilities

beginning of year $0 · end of year $0
21 · Escrow or custodial account liability

beginning of year $0 · end of year $0
22 · Loans and payables to officers and key people

beginning of year $0 · end of year $0
23 · Secured mortgages and notes payable

beginning of year $0 · end of year $0
24 · Unsecured notes and loans payable

beginning of year $0 · end of year $0
25 · Other liabilities

beginning of year $0
29 · Capital stock, trust principal or current funds

beginning of year $0 · end of year $0
30 · Paid-in or capital surplus, or land, building or equipment fund

beginning of year $0 · end of year $0
31 · Retained earnings, endowment or other funds

beginning of year $132,858 · end of year $314,281

Mission and programs · 2024

Mission

The educational and charitable purposes of Ohana Waa are embedded in our mission to work together to elevate the collective health and life of our Voyaging traditions, and in our vision to ensure our voyaging legacies live on.

Capacity Building: During 2024, Ohana Waa continued to hold regular (at least monthly) Zoom meetings among directors, officers and interested parties who live across Hawaii. These regular meetings kept the Hawaii-wide voyaging community connected and inspired. We continued our capacity building focus from 2022, based on the Strategic Plan that we developed in 2023. Our contracted grant coordinator, a logistics coordinator, and a website development and maintenance team kept us on task. We also participated in the annual Ikuwa Festival in Hilo, Hawaii, celebrating voyaging across Hawaii, including filling Hilo Bay with little sailing canoes that are perfect for training all ages of sailors and future voyagers.

Expenses $13,728 · Grants $13,728
Lahaina: After the devastating August 2023 wildfires, which destroyed the heart of the Maui's voyaging community in Lahaina, Ohana Waa took in grants and donations specifically to support that voyaging community. As one ohana (family) across all our islands, we have always come together to support the individual canoe communities that make up Ohana Waa when there is need. The support and generosity for our Maui ohana was heart lifting for that community to experience and for all of us to witness. Donations and messages from across the world reminded us that we are not isolated in the middle of the Pacific; the ocean continues to connect us. The funding platform was temporary (only through 2023), with funds used for short-term relief efforts toward the health of the broader Lahaina voyaging community, as that community decided its own direction and where resources should flow. The grants and donations exceeded our hopes, and while must of the funds were expended in 2024, some will continue to be used for Lahaina resident recovery and community building into early 2025. None of these funds went toward administrative costs; they have been and will be all directed to voyaging community members and are provided on a reimbursement basis only, and only up to $5,000 per voyager. For example, the funds were used to help rebuild portions of multi-generational homes, to partial payments for purchases of replacement vehicles, food for families living out of hotel rooms without kitchens, a forklift rental to move pallets of donated supplies, portable toilet rentals, replacement fishing supplies used for sustenance fishing, voyaging canoe repair and replacement engines and trailers, and replacement home supplies. In early 2024, we also supported our Lahaina voyaging community by sailing our large and small voyaging canoes to Lahaina from all of our islands, with our crew and leadership joining the Lahaina Unity March of several thousand people in support of the traditional, multi-ethnic and multi-generational community of Lahaina. The March was organized by an Ohana Waa captain, who lives in Lahaina.

Expenses $93,110 · Grants $93,110
Unity among voyaging leadership around the Pacific: In 2024, Ohana Waa continued our cultural exchanges and leadership support for Pacific voyagers. We continued engagement with voyaging leadership by attending and supporting the attendance of significant voyaging events, so that we can continue learn from each other and stay connected, realize synergies, and create opportunities, all of which is best done in person from an indigenous perspective. We also developed makana (cultural gifts) and outreach materials for cultural exchanges, such as banners, table covers, tents, coolers and jugs for traditional provisioning. Specific support was provided for inter-island cross-generational training of crew members and leadership in voyaging and canoe preparation. We began the year by sailing our canoes into Lahaina and joining a Lahaina Unity March with members of the Lahaina, Maui and Hawaii communities. Then, in June, we again sailed in our voyaging canoes from around the islands and flew in voyaging leadership to participate in the 13th Festival of Pacific Arts & Culture held in Hawaii. This festival is the world's largest celebration of indigenous Pacific Islanders, and it was the first time it had been held in Hawaii, and it brought indigenous people from more than 20 nations here. Ohana Waa's waa kaulua sailed FestPac leadership into the Opening Ceremony, and members of Ohana Waa participated in FestPac's Waa Community Day, Waa Symposium, and Holomoana (Voyaging) Day. All of these events brought together voyagers, waa elders, and the broader community to experience and engage in activities, presentations, and discussions centered around our rich voyaging history. Next, in the fall, we participated in the Hilo Fill the Bay with small, traditional sailing canoes, including one that was built entirely out of native woods and fibers, and we participated in the annual Ikuwa festival, based on traditional wayfinding, in Hilo's Imiloa Center, which is a member organization of Ohana Waa.

Expenses $17,777 · Grants $17,777

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

Abraham Ah Hee

Director

Total calculated

$0

Hours/week

1 + 1 related
Damien NK Barcarse

Director

Total calculated

$0

Hours/week

1 + 3 related
Milton G Bertelmann

Director

Total calculated

$0

Hours/week

1 + 3 related
Pomai Bertelman

Director

Total calculated

$0

Hours/week

2 + 3 related
Bruce Blankenfeld

Director

Total calculated

$0

Hours/week

0 + 5 related
Leslie Henani Enos

Director

Total calculated

$0

Hours/week

0 + 2 related
Timothy Gilliom

Director

Total calculated

$0

Hours/week

0 + 5 related
John AP Kruse

Director

Total calculated

$0

Hours/week

1 + 2 related
James A Lyman

Director

Total calculated

$0

Hours/week

0
Vernette P Martin

Director

Total calculated

$0

Hours/week

1 + 2 related
Chadd C Paishon

Director

Total calculated

$0

Hours/week

1 + 5 related
William K Richards

Director

Total calculated

$0

Hours/week

1 + 4 related
Paanaakala Tanaka

Director

Total calculated

$0

Hours/week

2 + 5 related
Charles Thompson

Director

Total calculated

$0

Hours/week

0 + 5 related
Dennis J Chun

Co-Chair

Total calculated

$0

Hours/week

2 + 2 related
Jessica AK Fu

Co-Chair

Total calculated

$0

Hours/week

1 + 1 related
Heidi Guth

Treasurer

Total calculated

$0

Hours/week

5 + 3 related
Leslie K Kimura

Secretary

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.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type: form_990
Tax year: 2024
Filed: 16 October 2025
IRS schema version: 2024v5.0
Source object: 202542909349300404

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.