ALOHA UNITED WAY INC

EIN: 990073494 501(c)(3) Philanthropy & Grantmaking

HONOLULU, HI

Total Revenue
$20,855,256
Total Expenses
$21,354,554
Total Assets
$23,539,068
Net Assets
$18,369,247
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Financial Trends

Organization Details

Formation Year
1938
Legal Domicile
HI
Principal Officer
MICHELLE BARTELL
Phone
8085361951
Tax Period
2024-01-01 to 2024-12-31

ALOHA UNITED WAY INC, founded in 1938, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $20.9M in total revenue in fiscal year 2024. Revenue decreased 15% compared to the prior year.

Mission

ALOHA UNITED WAY ADVANCES THE HEALTH, EDUCATION, AND FINANCIAL STABILITY OF EVERY PERSON IN OUR COMMUNITY BY BRINGING TOGETHER RESOURCES, ORGANIZATIONS, AND PEOPLE.

Program Service Accomplishments

Program 1
Expenses: $10,088,388

COMMUNITY SUPPORT:WE ADDRESS THE GREATEST NEEDS OF OUR COMMUNITY, OFFER HOPE, AND PROVIDE OPPORTUNITIES TO IMPROVE THE QUALITY OF LIFE FOR FAMILIES IN HAWAII. THROUGH COMMUNITY-WIDE FUNDRAISING, WE...

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COMMUNITY SUPPORT:WE ADDRESS THE GREATEST NEEDS OF OUR COMMUNITY, OFFER HOPE, AND PROVIDE OPPORTUNITIES TO IMPROVE THE QUALITY OF LIFE FOR FAMILIES IN HAWAII. THROUGH COMMUNITY-WIDE FUNDRAISING, WE HELP AMPLIFY THE POWER OF EACH GIFT TO MAKE A DIFFERENCE. ALOHA UNITED WAY (AUW) HAS LONG SUPPORTED DISASTER, CRISIS, FOOD, SHELTER AND EMERGENCY SUPPORT SERVICES THROUGH THE SAFETY NET FUND, AND ESTABLISHED THE ALICE (ASSET LIMITED INCOME CONSTRAINED EMPLOYED) FUND TO TACKLE THE ISSUES THAT CAUSE FINANCIAL INSTABILITY FOR INDIVIDUALS AND FAMILIES. THE ALICE REPORTS ALSO PROVIDE DATA THAT ARE INCREASINGLY INFORMING GOVERNMENT POLICY AND BUSINESS RESPONSE TO ADDRESS FINANCIAL STABILITY AND HOUSING. THROUGH TRANSFORMATIVE INITIATIVES THAT BRING TOGETHER PEOPLE, RESOURCES AND SUSTAINABLE SOLUTIONS, THE ALICE INITIATIVE STRIVES TO ENHANCE FINANCIAL STABILITY TO MAKE OUR COMMUNITY STRONGER AND MORE RESILIENT. AUW SUPPORTED OVER 500 INDEPENDENT NONPROFIT AGENCIES, SUPPORTING HEALTH AND HUMAN SERVICE SERVICES ACROSS THE STATE.

Program 2
Expenses: $5,280,189

CONTINUUM OF CARE:ALOHA UNITED WAY IS THE RECIPIENT OF VARIOUS CONTINUUM OF CARE ("COC") GRANTS FUNDED BY THE U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT ("HUD"). THE COC PROGRAM IS DESIGNED TO...

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CONTINUUM OF CARE:ALOHA UNITED WAY IS THE RECIPIENT OF VARIOUS CONTINUUM OF CARE ("COC") GRANTS FUNDED BY THE U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT ("HUD"). THE COC PROGRAM IS DESIGNED TO ASSIST OUR COMMUNITY'S HOMELESS POPULATION AND TO OPTIMIZE SELF-SUFFICIENCY. ALOHA UNITED WAY HAS BEEN AWARDED FOUR GRANTS UNDER HUD INCLUDING: PERMANENT SUPPORTIVE HOUSING, COC PLANNING ACTIVITIES, HOMELESS MANAGEMENT INFORMATION SYSTEM, AND THE COORDINATED ENTRY SYSTEM.

Program 3
Expenses: $2,088,355 Revenue: $2,071,036

211 PROGRAM:211 IS A FREE, CONFIDENTIAL SERVICE OFFERED STATEWIDE FOR PEOPLE WHO NEED HELP. 211 PROVIDES INFORMATION ON A BROAD RANGE OF HEALTH AND HUMAN SERVICES FOR THE WHOLE COMMUNITY INCLUDING...

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211 PROGRAM:211 IS A FREE, CONFIDENTIAL SERVICE OFFERED STATEWIDE FOR PEOPLE WHO NEED HELP. 211 PROVIDES INFORMATION ON A BROAD RANGE OF HEALTH AND HUMAN SERVICES FOR THE WHOLE COMMUNITY INCLUDING JOB PLACEMENT, CHILD CARE, SUBSTANCE USE DISORDER SUPPORT, AS WELL AS BASIC FOOD, SHELTER, CRISIS AND OTHER NEEDS. AUW 211 IS USED BY NUMEROUS GOVERNMENT AGENCIES TO CONNECT RESIDENTS TO SERVICE INFORMATION FOR CRISIS OR DISASTER RESPONSE. 211 IS ALSO THE NUMBER TO CALL WHEN PEOPLE WANT TO DONATE GOODS OR VOLUNTEER IN THE COMMUNITY. IN 2024, THE 211 PROGRAM RESPONDED TO MORE THAN 47,000 REQUESTS TO ITS STATEWIDE RESOURCE HELPLINE.

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

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $17,527,812
Program Service Revenue $0
Investment Income $749,084
Other Revenue $2,578,360
TOTAL REVENUE $20,855,256

Expense Breakdown

Grants Paid $14,352,285
Salaries & Benefits $4,957,052
Fundraising Expenses $1,533,387
Program Expenses $17,456,932
Other Expenses $2,045,217
TOTAL EXPENSES $21,354,554

Year-over-Year Comparison

2024 2023 Change
Revenue $20,855,256 $24,465,127 -0.1%
Expenses $21,354,554 $24,349,236 -0.1%
Net Income $-499,298 $115,891 -5.3%
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
23
Independent Members
23
Employees
74
Volunteers
904

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
7
$561,893
Total Directors
24
$0
Key Employees
1
$168,072
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
BRIAN BOWERS DIRECTOR/CHAIR 1.00
Officer Director
$0 $0 $0
SU SHIN DIRECTOR/VICE CHAIR 1.00
Officer Director
$0 $0 $0
GUY CHURCHILL DIRECTOR/TREASURER 1.00
Officer Director
$0 $0 $0
JIM ALBERTS DIRECTOR/SECRETARY 1.00
Officer Director
$0 $0 $0
BILL WEESHOFF DIRECTOR 1.00
Director
$0 $0 $0
CARRIE ANN TSUTSUI DIRECTOR 1.00
Director
$0 $0 $0
COLBERT SETO DIRECTOR 1.00
Director
$0 $0 $0
DANE TERUYA DIRECTOR 1.00
Director
$0 $0 $0
DANIEL ARITA DIRECTOR 1.00
Director
$0 $0 $0
DANIEL CHUN DIRECTOR 1.00
Director
$0 $0 $0
DOUG JOHNSTONE DIRECTOR 1.00
Director
$0 $0 $0
GLEN KANESHIGE DIRECTOR 1.00
Director
$0 $0 $0
GREG CARLSON DIRECTOR 1.00
Director
$0 $0 $0
JASON HAGIWARA DIRECTOR 1.00
Director
$0 $0 $0
JASON ITO DIRECTOR 1.00
Director
$0 $0 $0
JAY ANA DIRECTOR 1.00
Director
$0 $0 $0
KISAN JO DIRECTOR 1.00
Director
$0 $0 $0
KRISTI O'HERON DIRECTOR 1.00
Director
$0 $0 $0
MICHELLE KIRK DIRECTOR 1.00
Director
$0 $0 $0
MICHELLLE STOFLE DIRECTOR 1.00
Director
$0 $0 $0
PETER HIRANO DIRECTOR 1.00
Director
$0 $0 $0
RICK HOPFER DIRECTOR 1.00
Director
$0 $0 $0
ROWENA BUFFET TIMMS DIRECTOR 1.00
Director
$0 $0 $0
SHEILA-ANNE EBERT DIRECTOR 1.00
Director
$0 $0 $0
JOHN FINK PRESIDENT/CEO 40.00
Officer
$251,251 $11,949 $263,200
SUZANNE SKJOLD COO 40.00
Officer
$157,977 $5,246 $163,223
VICTORIA FISHER VP FINANCE & ACCOUNTING 40.00
Officer
$126,910 $8,560 $135,470
EMMALY CALIBRARO VP RESOURCE DEVELOPMENT 40.00
Key Emp
$159,252 $8,820 $168,072
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 $20,855,256 $21,354,554 $23,539,068 $-499,298
2023 $24,465,127 $24,349,236 $23,207,018 $115,891
2022 $19,036,532 $20,044,667 $21,608,441 $-1,008,135
2021 $26,147,621 $27,029,895 $24,242,649 $-882,274
2020 $42,755,517 $45,803,711 $26,512,053 $-3,048,194
2019 $15,515,938 $17,861,534 $20,247,220 $-2,345,596
2018 $15,168,574 $17,039,370 $20,637,449 $-1,870,796
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