AFFORDABLE HOUSING AND ECONOMIC DEVELOPMENT FOUNDATION

EIN: 475018774 501(c)(3) Housing & Shelter

HONOLULU, HI

Total Revenue
$5,152,042
Total Expenses
$6,018
Total Assets
$7,134,926
Net Assets
$7,134,926
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2015
Legal Domicile
HI
Principal Officer
TRISHA OGATA
Phone
8085344434
Tax Period
2023-01-01 to 2023-12-31

AFFORDABLE HOUSING AND ECONOMIC DEVELOPMENT FOUNDATION, founded in 2015, is a community nonprofit in the Housing & Shelter sector that reported $5.2M in total revenue in fiscal year 2023. Revenue surged 19304% from the prior year, signaling strong growth momentum. The organization ran a surplus of $5.1M, a strong 100% operating margin.

Mission

THE ORGANIZATION IS INCORPORATED TO SUPPORT THE PRESERVATION, REHABILITATION AND DEVELOPMENT OF, AND ACCESS TO, AFFORDABLE HOUSING, AND TO SUPPORT ECONOMIC OPPORTUNITIES FOR LOWER-INCOME FAMILIES.

Program Service Accomplishments

Program 1
Expenses: $3,611

The organization materially participated in the development of the following affordable housing projects in 2023:1. Projects previously completed and continually in operation: a. Kokua: 223...

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The organization materially participated in the development of the following affordable housing projects in 2023:1. Projects previously completed and continually in operation: a. Kokua: 223 senior-rental project in Honolulu, Hawaii b. Pua Loke: 54-unit senior rental project in Lihue, Kauai. c. Pahala: 8-unit multifamily rental project in Pahala, Hawaii. d. Queen Emma Apartments: 71-unit multifamily rental project in Honolulu, Oahu. e. Waimea Huakai: 35-unit senior rental project in Waimea, Kauai. f. Waipahu Tower: 64-unit multifamily rental project in Waipahu, Oahu. g. Rice Camp II: 30-unit senior rental project in Lihue, Kauai.2. Projects currently under construction: a. Kai Olino: 48-unit rental project in Lihue, Kauai. b. Kapolei Parkways (Lot 6):236 multifamily rental project in Kapolei, Oahu. c. Kapolei Parkways (Lot 7):169 multifamily rental project in Kapolei, Oahu.3. Projects in the pre-development stage seeking entitlements and financing: a. Lima Ola Family:44 unit multifamily rental project in Eleele, Kauai. b. Lima Ola Kupuna:40 unit senior rental project in Eleele, Kauai. c. Kailua Lofts: 42 unit multifamily rental project in Kailua, Oahu. d. Pohukaina Commons:428 multifamily rental project in Honolulu, Oahu. e. Keawalau (Phases I, II & III) 531 units multi-family and senior rental project in Waipahu, Oahu. f. Kahoapili:188 multifamily rental or for-sale project in Salt Lake,Oahu. g. Kuulei:34 multifamily rental project in Kailua,Oahu. h. Nani O Puna:32-unit farmworker housing project in Pahoa, Big Island.4. Other work: a. The organization worked to build further capacity as an affordable housing non-profit by submitting funding applications under the low-income housing tax credit program as administered by the State of Hawaii. b. The organization submitted funding applications for various grants administered by State and local agencies for the acquisition, rehabilitationand new construction of affordable rental housing projects. c. The organization submitted applications and solicitation letters from various funding organizations. d. The organization coordinated tenant social service and partnership services with affiliates for projects under construction and in operation.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $5,152,006
Program Service Revenue $0
Investment Income $36
Other Revenue $0
TOTAL REVENUE $5,152,042

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $3,611
Other Expenses $6,018
TOTAL EXPENSES $6,018

Year-over-Year Comparison

2023 2022 Change
Revenue $5,152,042 $26,551 +193.0%
Expenses $6,018 $7,601 -0.2%
Net Income $5,146,024 $18,950 +270.6%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
4
Independent Members
4
Employees
N/A
Volunteers
8

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
2
$0
Total Directors
4
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
SCOTT W SETTLE President 10.00
Officer Director
$0 $0 $0
PAUL MARX Director 1.00
Director
$0 $0 $0
DAVID F FASI Vice President 1.00
Officer Director
$0 $0 $0
MISTY KJALLMAN Director 1.00
Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 No data No data No data No data
2023 $5,152,042 $6,018 $7,134,926 $5,146,024
2022 $26,551 $7,601 $1,988,902 $18,950
2021 $476,691 $3,329 $1,969,952 $473,362
2020 $552,247 $6,562 $1,517,923 $545,685
2019 $949,238 $279,009 $950,905 $670,229
2018 $328,518 $269,688 $280,676 $58,830
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