HUALALAI OHANA FOUNDATION

EIN: 810570716 501(c)(3) Education

KAILUAKONA, HI

Total Revenue
$2,154,757
Total Expenses
$1,872,796
Total Assets
$8,710,941
Net Assets
$8,530,995
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2002
Legal Domicile
HI
Principal Officer
NICOLE SCHNITZLER-VERISSIMO
Phone
8083254701
Tax Period
2024-01-01 to 2024-12-31

HUALALAI OHANA FOUNDATION, founded in 2002, is a community nonprofit in the Education sector that reported $2.2M in total revenue in fiscal year 2024. Expenses of $1.9M left a modest 13% surplus.

Mission

SCHOLARSHIPS AND AWARDS ARE GRANTED TO THE HUALALAI COMMUNITY EMPLOYEES, THEIR SPOUSES, AND THEIR CHILDREN. MEDICAL AWARDS COVER EXPENSES INCURRED BEYOND MEDICAL INSURANCE, AND EDUCATIONAL SCHOLARSHIPS ARE FOR PRESCHOOL THROUGH COLLEGE, PLUS TUTORING AND WORK TRAINING.

Program Service Accomplishments

Program 1
Expenses: $1,121,146

EDUCATIONAL AWARDS AND PROGRAMS. IN 2024 THERE WERE 80 SCHOLARSHIPS FOR PRE-K THROUGH 12TH GRADE, 44 SCHOLARSHIPS FOR HIGHER EDUCATION, AND 157 COURSEWORK/TUTORING AWARDS. EDUCATIONAL PROGRAM...

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EDUCATIONAL AWARDS AND PROGRAMS. IN 2024 THERE WERE 80 SCHOLARSHIPS FOR PRE-K THROUGH 12TH GRADE, 44 SCHOLARSHIPS FOR HIGHER EDUCATION, AND 157 COURSEWORK/TUTORING AWARDS. EDUCATIONAL PROGRAM INCLUDED: KEIKI LITERACY AND LEARNING PROGRAM - DISTRIBUTES BOOKS EACH MONTH TO CHILDREN OF HUALALAI RESORT WORKFORCE AND ORGANIZES AN ANNUAL CHILD LITERACY BOOK FAIR FOR FAMILIES AND CHILDREN TO INSPIRE A LOVE FOR LITERACY AND LEARNING AMONG CHILDREN (191 AWARDS IN 2024). HONOR ROLL - RECOGNIZES AND AWARDS CHILDREN OF HUALALAI RESORT EMPLOYEES IN GRADES 6-12 (92 IN 2024). WORK FOR COLLEGE MATCH - AWARDS STUDENTS FOR SUMMER EMPLOYMENT EARNINGS WITH A CASH MATCH OF UP TO 1,500 (28 AWARDS IN 2024). TECHNOLOGY FOR EDUCATION - AWARDS GRANTED IN 2024 INCLUDED 14 AWARDS TO SUPPORT THE REMOTE LEARNING NEEDS OF FAMILIES IN SUPPORT OF PURCHASING A LAPTOP, COMPUTER, PRINTER, ROUTER, OR HEADSET.

Program 2
Expenses: $109,669

SUMMER MICROSCHOOL PILOT PROGRAM: HALAU LAMAKU AT KALAEMANO. IN JULY 2024, 48 KEIKI PARTICIPATED IN A TWO-WEEK EDUCATIONAL SUMMER ENRICHMENT PROGRAM COORDINATED IN PARTNERSHIP WITH THE UNIVERSITY OF...

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SUMMER MICROSCHOOL PILOT PROGRAM: HALAU LAMAKU AT KALAEMANO. IN JULY 2024, 48 KEIKI PARTICIPATED IN A TWO-WEEK EDUCATIONAL SUMMER ENRICHMENT PROGRAM COORDINATED IN PARTNERSHIP WITH THE UNIVERSITY OF HAWAII 'IMILOA ASTRONOMY CENTER. LAMA SIGNIFIES "LIGHT- OR "ENLIGHTENMENT" - EVOKING LEARNING, KNOWLEDGE, AND UNDERSTANDING. HALAU LAMAKU HONORS THE LAMA TREE, A NATIVE DRY FOREST TREE THAT GROWS IN HAWAII AND NOWHERE ELSE IN THE WORLD. THIS INFORMAL SCIENCE EDUCATION/MICROSCHOOL OFFERED PLACE-BASED ENRICHMENT LEARNING FOR KEIKI, WELCOMING YOUNG EXPLORERS IN GRADES 1-6 TO DISCOVER HAWAII AND STRENGTHEN CONNECTIONS TO THERE ISLAND HOME, AND TO THE AHUPUA'A (LAND) OR KA'UPULEHU (WHERE HUALALAI RESORT IS LOCATED). EXPLORERS ENGAGED IN HANDS-ON ACTIVITIES, CRAFTS, GAMES, OUTDOOR EXPLORATION, ART AND OBSERVATION GROUNDED IN HAWAIIAN CULTURE, SCIENCE, MATH AND ART. EXPLORERS VOYAGED FROM DEEP OCEAN TO DEEP SPACE, AND EVERYTHING IN BETWEEN. THE PROGRAM WAS CUSTOM-DESIGNED TO PROVIDE SOCIAL AND ACADEMIC STIMULATION FOR LOCAL CHILDREN IN A SAFE ENVIRONMENT, INSPIRING PRIDE, CONNECTION AND RELEVANCE HERE AT HUALALAI WHERE THEIR PARENTS ARE EMPLOYED. THE THEME FOR THE 2024 CAMP WAS "THE VOYAGE."

Program 3
Expenses: $395,762

MEDICAL FINANCIAL ASSISTANCE AWARDS INCLUDED 193 AWARDS TO SUPPORT HEALTH AND WELL-BEING OF FAMILIES STRUGGLING WITH EMERGENT MEDICAL CRISIS AND SERIOUS MEDICAL NEEDS.

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Trantor Score

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

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $1,542,862
Program Service Revenue $0
Investment Income $164,972
Other Revenue $446,923
TOTAL REVENUE $2,154,757

Expense Breakdown

Grants Paid $1,299,994
Salaries & Benefits $397,474
Fundraising Expenses $96,065
Program Expenses $1,626,577
Other Expenses $175,328
TOTAL EXPENSES $1,872,796

Year-over-Year Comparison

2024 2023 Change
Revenue $2,154,757 $2,119,253 +0.0%
Expenses $1,872,796 $1,802,447 +0.0%
Net Income $281,961 $316,806 -0.1%
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
13
Independent Members
13
Employees
4
Volunteers
23

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
6
$198,072
Total Directors
13
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
ED MUELLER PAST PRESIDE 2.00
Officer Director
$0 $0 $0
BRADLEY CHIPPS PRESIDENT 2.00
Officer Director
$0 $0 $0
LARRY KELLEY VICE PRESIDE 2.00
Officer Director
$0 $0 $0
DEAN MCPHAIL TREASURER 2.00
Officer Director
$0 $0 $0
EMILY SPENCER SECRETARY 0.50
Officer Director
$0 $0 $0
TERESA SCHNEIDER EDUCATION CH 0.50
Director
$0 $0 $0
LILIAN MURRAY INVESTMENT C 1.00
Director
$0 $0 $0
KATHY FERGUSON EVENTS CHAIR 1.00
Director
$0 $0 $0
JULIE HILL DIRECTOR 0.50
Director
$0 $0 $0
STELLA ZAMARRIPA DIRECTOR 1.00
Director
$0 $0 $0
PAM KRUG DIRECTOR 0.50
Director
$0 $0 $0
JOHN MOUER DIRECTOR 0.50
Director
$0 $0 $0
SUSAN MENDELSON DIRECTOR 1.00
Director
$0 $0 $0
NICOLE SCHNITZLER-VERISSIMO EXECUTIVE DI 40.00
Officer
$190,077 $7,995 $198,072
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 $2,154,757 $1,872,796 $8,710,941 $281,961
2023 $2,119,253 $1,802,447 $7,673,869 $316,806
2022 $1,269,672 $1,450,677 $6,459,747 $-181,005
2021 $1,675,337 $1,446,691 $7,629,138 $228,646
2020 $2,174,094 $1,418,463 $6,625,293 $755,631
2019 $1,233,620 $1,009,272 $5,310,162 $224,348
2018 $945,391 $1,020,583 $4,384,204 $-75,192
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