{"success":true,"data":{"_id":990302635,"filings":[{"Organization":{"Hours":[0],"Total Compensation":[0],"Direct compensation":[0],"Other compensation":[0]},"Basic":{"mission":"Hale makua foundation manages all of hale makua foundation's investments and provides support to hale makua health services. The majority of hale makua health service residents are medicaid recipients, which is a federal program to aid the aged, blind, and disabled with medical assistance.","primary_activities":"509(a)(3) supporting contribution made to hale makua health services","year":2014,"name":"HALE MAKUA FOUNDATION","phone":"8088772761","website":"WWW.HALEMAKUA.ORG","type":"990","principal_officer":"ANTHONY J KRIEG","year_formation":1992,"state_legal_domicile":"HI","total_volunteers":0,"tax_period_begin":"2014-01-01T00:00:00","tax_period_end":"2014-12-31T00:00:00","address":"472 KAULANA STREET, KAHULUI, HI, 967322099, USA","city":"KAHULUI","state":"HI","country":"USA","zip_code":"967322099"},"Governance":{"501c3 determination":true,"Number of voting members":5,"Number of independent voting members":5,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":0,"Prohibited tax shelter transactions":false,"Taxable party notification":false,"Funds to pay premiums":false,"Premiums Paid":false,"Family or business relationship":false,"Delegation of management duties":false,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":false,"Compensation process for other employees":false,"Changes to organizing documents":false,"Material diversion or misuse":false,"Members or stockholders":false,"Election of board members":false,"Decisions subject to approval":false,"Minutes of governing body":true,"Local chapters":false,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":false,"Independent audit financial statements":false,"Consolidated audit financial statements":true,"Accountant compile or review":false,"Financial statements audited by independent accountant":true,"Audit committee":true,"Federal grant audit required":false,"Audited financial statements consolidated":true,"Political activities":false,"Donor advised funds":false,"Conservation easements":false,"Collections of art":false,"School":false,"Hospital":false,"Foreign activities":false,"Foreign office":false,"Gaming":false,"Fundraising activities":false,"Professional fundraising":false,"Loan to officer or DQP":false,"Grant to related person":false,"Business relationship through family member":false,"Business relationship with organization":false,"Transfers to exempt non-charitable organization":false},"Revenues":{"value":449793,"Contributions":{"value":0},"Program revenue":{"value":0},"Investment income":{"value":449793,"Investment income total":160130,"Net investment gain":289663},"Other revenues":{"value":0}},"Expenses":{"value":7194,"Grant expense":{"value":3950,"Grants to domestic orgs":3950},"Total professional fundraising expense":{"value":0},"Benefits paid to members":{"value":0},"Salaries":{"value":0},"Other expenses":{"value":3244,"Accounting":2994,"Office expenses":250},"Functional Expenses":{"Program Service Expenses":3950,"Management And General Expenses":3244,"Fundraising Expenses":0}},"Assets":{"value":6872362,"Savings and temp cash investments":175310,"Other net note and loans":306409,"Investments publicly traded":6390643},"Liabilities":{"value":283,"Accounts payable, accrued":283},"Fund balance":{"value":6872079,"Unrestricted net assets":5583953,"Temporarily restricted net assets":761126,"Permanently restricted net assets":527000},"Form990Details":{"program_service_accomplishments":[{"description":"509(A)(3) SUPPORTING CONTRIBUTION MADE TO HALE MAKUA HEALTH SERVICES","expense":3950,"grants":3950}],"functional_expense_allocations":{"accounting_fees":{"management_and_general":2994,"total":2994},"office_expenses":{"management_and_general":250,"total":250}},"tax_and_disclosure_flags":{"activities_conducted_through_partnership":false,"foreign_financial_account":false,"lobbying_activities":false,"deductible_non_cash_contributions":false,"deductible_contributions_of_art":false,"method_of_accounting_accrual":true,"schedule_o_part_vi":true,"schedule_o_part_xii":true},"principal_officer_detail":{"person_name":"ANTHONY J KRIEG"},"audit_financial_statement_detail":{"accountant_compile_or_review":false,"federal_grant_audit_required":false},"related_party_due_diligence":{"officer_entity_with_business_relationship":false,"officer_mailing_address":false,"related_entity":true,"related_org_controlled_entity":false,"compensation_from_other_sources":false,"excess_benefit_transaction":false,"annual_disclosure_covered_persons":true},"grant_due_diligence":{"grants_to_organizations":false,"grants_to_individuals":false,"more_than_5000_to_organizations":false,"more_than_5000_to_individuals":false},"books_in_care_of_detail":{"phone":"8088772761","business_name_line1":"JOYCE TAMORI","address_line1":"472 KAULANA STREET","city":"KAHULUI","state":"HI","zip":"967322099"},"officers_directors_key_employees":[{"person_name":"GAYLE LONG","title":"CHAIRMAN OF THE BOARD","average_hours_per_week":2.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true,"officer":true,"name":"GAYLE LONG"},{"person_name":"ZADOC BROWN JR","title":"SECRETARY/TREASURER","average_hours_per_week":1.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true,"officer":true,"name":"ZADOC BROWN JR"},{"person_name":"MUFFY GUSHI","title":"TRUSTEE","average_hours_per_week":1.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true,"name":"MUFFY GUSHI"},{"person_name":"GUY MURAOKA","title":"TRUSTEE","average_hours_per_week":1.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true,"name":"GUY MURAOKA"},{"person_name":"PAUL UEOKA","title":"TRUSTEE","average_hours_per_week":1.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true,"name":"PAUL UEOKA"},{"person_name":"ANTHONY KRIEG","title":"CHIEF EXECUTIVE OFFICER","average_hours_per_week":1.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true,"officer":true,"name":"ANTHONY KRIEG"},{"person_name":"JOYCE TAMORI","title":"CHIEF FINANCIAL OFFICER","average_hours_per_week":1.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"officer":true,"name":"JOYCE TAMORI"}]},"ScheduleA":{"public_charity_status":{"supporting_organization_509a3":true,"supporting_org_509a3_type2":true},"supported_organizations":{"total_supported_organizations":1,"supported_organizations_count":1,"sum_of_amounts":3950,"rows":[{"ein":990080460,"organization_type":"9","support_amount":3950,"other_support_amount":0,"governing_document_listed":true,"name":"HALE MAKUA HEALTH SERVICES"}]},"supporting_organization_tests":{"contribution_35_controlled":false,"contribution_controller":false,"contribution_family":false,"controlled_by_disqualified_person":false,"disqualified_person_controlling_interest":false,"disqualified_person_ownership_interest":false,"excess_business_holdings_rules":false,"listed_by_name_governing_doc":true,"loan_disqualified_person":false,"organization_change_supported_org":false,"payment_substantial_contributor":false,"support_non_supported_org":false,"supported_org_not_organized_us":false,"supported_org_section_c456":false,"supporting_org_no_irs_determination":false,"majority_directors_trustees_supported_org":true}},"ScheduleB":{"attached":false,"required":false},"ScheduleD":{"endowment_funds":{"current_year":{"beginning_year_balance":530519,"investment_earnings_or_losses":3950,"other_expenditures":3950,"end_year_balance":530519},"current_year_minus1":{"beginning_year_balance":531666,"investment_earnings_or_losses":4418,"other_expenditures":5565,"end_year_balance":530519},"current_year_minus2":{"beginning_year_balance":531652,"investment_earnings_or_losses":5565,"other_expenditures":5551,"end_year_balance":531666},"current_year_minus3":{"beginning_year_balance":529766,"investment_earnings_or_losses":5186,"other_expenditures":3300,"end_year_balance":531652},"current_year_minus4":{"beginning_year_balance":532365,"investment_earnings_or_losses":3801,"other_expenditures":6400,"end_year_balance":529766},"board_designated_eoy_percentage":0.0,"permanent_endowment_eoy_percentage":0.9934,"term_endowment_eoy_percentage":0.0066,"held_by_unrelated_organizations":false,"held_by_related_organizations":false},"land_buildings_equipment":{"total_book_value":0},"supplemental_information":[{"form_and_line_reference":"PART V, LINE 4:","explanation":"THE ENDOWMENT FUND REPRESENTS AMOUNTS HELD IN PERPETUITY WITH ALL INCOME EARNED TO BE USED FOR FINANCIAL ASSISTANCE TO THOSE PARTICIPATING IN HALE MAKUA HEALTH SERVICES' ADULT DAY HEALTH PROGRAM."}]},"ScheduleI":{"reported_domestic_org_grants":3950,"reported_domestic_org_grants_program_services":3950,"total_domestic_grants":3950,"total_domestic_program_services":3950,"grant_monitoring":{"claims_monitoring_procedures":false,"requires_financial_reports":false,"requires_narrative_reports":false,"conducts_site_visits":false,"conducts_field_audits":false,"requires_grant_agreements":false,"may_suspend_future_funding":false,"may_require_repayment":false}},"ScheduleR":{"tax_exempt_organizations":[{"ein":990080460,"business_name_line1":"HALE MAKUA HEALTH SERVICES","primary_activities_text":"HEALTHCARE","exempt_code_section_text":"501(C)(3)","public_charity_status_text":"9","controlled_organization_indicator":false,"legal_domicile_state":"HI","address_line1":"472 KAULANA STREET","city":"KAHULUI","state":"HI","zip":"967322099","name":"HALE MAKUA HEALTH SERVICES","address":"472 KAULANA STREET, KAHULUI, HI, 967322099"}],"taxable_corporations_and_trusts":[{"ein":990298823,"business_name_line1":"CAREGIVERS MAUIINC (FKA HMHS CORP)","primary_activity":"HOLDING CO.","legal_domicile_state":"HI","address_line1":"472 KAULANA STREET","city":"KAHULUI","state":"HI","zip":"967322099","entity_type_text":"C","controlled_organization_indicator":false,"name":"CAREGIVERS MAUIINC (FKA HMHS CORP)","address":"472 KAULANA STREET, KAHULUI, HI, 967322099"}],"transaction_flags":{"dividends_from_related_organization_indicator":false,"gift_grant_or_capital_contribution_from_other_org":false,"gift_grant_or_capital_contribution_to_other_org":true,"loans_or_guarantees_from_other_org":false,"loans_or_guarantees_to_other_org":true,"performance_of_services_by_other_orgs":false,"performance_of_services_for_other_orgs":false,"sharing_of_facilities":false,"sharing_of_paid_employees":false,"reimbursement_paid_by_other_org":false,"reimbursement_paid_to_other_org":false,"rental_of_facilities_from_other_orgs":false,"rental_of_facilities_to_other_orgs":false,"purchase_of_assets_from_other_org":false,"sale_of_assets_to_other_org":false,"exchange_of_assets":false,"receipt_of_interest_annuities_rents_royalties":false,"other_transfer_from_other_org":false,"other_transfer_to_other_org":false},"transactions":[{"business_name_line1":"HALE MAKUA HEALTH SERVICES","amount_involved":3950,"method_of_amount_determination":"ACTUAL/CASH","transaction_type":"B","name":"HALE MAKUA HEALTH SERVICES"},{"business_name_line1":"CAREGIVERS MAUIINC (FKA HMHS CORP)","amount_involved":300000,"method_of_amount_determination":"ACTUAL/CASH","transaction_type":"D","name":"CAREGIVERS MAUIINC (FKA HMHS CORP)"}]},"source_xml":"201533209349314213_public.xml"},{"Organization":{"Hours":[0],"Total Compensation":[0],"Direct compensation":[0],"Other compensation":[0]},"Basic":{"mission":"Hale makua foundation manages all of hale makua foundation's investments and provides support to hale makua health services. The majority of hale makua health service residents are medicaid recipients, which is a federal program to aid the aged, blind, and disabled with medical assistance.","primary_activities":"509(a)(3) supporting contribution made to hale makua health services","year":2013,"name":"HALE MAKUA FOUNDATION","phone":"8088772761","website":"WWW.HALEMAKUA.ORG","type":"990","principal_officer":"ANTHONY J KRIEG","year_formation":1992,"state_legal_domicile":"HI","total_volunteers":0,"tax_period_begin":"2013-01-01T00:00:00","tax_period_end":"2013-12-31T00:00:00","address":"472 KAULANA STREET, KAHULUI, HI, 967322099, USA","city":"KAHULUI","state":"HI","country":"USA","zip_code":"967322099"},"Governance":{"501c3 determination":true,"Number of voting members":5,"Number of independent voting members":5,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":0,"Prohibited tax shelter transactions":false,"Taxable party notification":false,"Funds to pay premiums":false,"Premiums Paid":false,"Family or business relationship":false,"Delegation of management duties":false,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":false,"Compensation process for other employees":false,"Changes to organizing documents":false,"Material diversion or misuse":false,"Members or stockholders":false,"Election of board members":false,"Decisions subject to approval":false,"Minutes of governing body":true,"Local chapters":false,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":false,"Independent audit financial statements":false,"Consolidated audit financial statements":true,"Accountant compile or review":false,"Financial statements audited by independent accountant":true,"Audit committee":true,"Federal grant audit required":false,"Audited financial statements consolidated":true,"Political activities":false,"Donor advised funds":false,"Conservation easements":false,"Collections of art":false,"School":false,"Hospital":false,"Foreign activities":false,"Foreign office":false,"Gaming":false,"Fundraising activities":false,"Professional fundraising":false,"Loan to officer or DQP":false,"Grant to related person":false,"Business relationship through family member":false,"Business relationship with organization":false,"Transfers to exempt non-charitable organization":false},"Revenues":{"value":283060,"Contributions":{"value":0},"Program revenue":{"value":0},"Investment income":{"value":283060,"Investment income total":135615,"Net investment gain":147445},"Other revenues":{"value":0}},"Expenses":{"value":5710,"Grant expense":{"value":5566,"Grants to domestic orgs":5566},"Total professional fundraising expense":{"value":0},"Benefits paid to members":{"value":0},"Salaries":{"value":0},"Other expenses":{"value":144,"Conferences and meetings":144},"Functional Expenses":{"Program Service Expenses":5566,"Management And General Expenses":144,"Fundraising Expenses":0}},"Assets":{"value":6626828,"Savings and temp cash investments":278079,"Investments publicly traded":6348749},"Liabilities":{"value":141,"Accounts payable, accrued":141},"Fund balance":{"value":6626687,"Unrestricted net assets":5338561,"Temporarily restricted net assets":761126,"Permanently restricted net assets":527000},"Form990Details":{"program_service_accomplishments":[{"description":"509(A)(3) SUPPORTING CONTRIBUTION MADE TO HALE MAKUA HEALTH SERVICES","expense":5566,"grants":5566}],"functional_expense_allocations":{"conferences_meetings":{"management_and_general":144,"total":144}},"tax_and_disclosure_flags":{"activities_conducted_through_partnership":false,"foreign_financial_account":false,"lobbying_activities":false,"deductible_non_cash_contributions":false,"deductible_contributions_of_art":false,"method_of_accounting_accrual":true,"schedule_o_part_vi":true,"schedule_o_part_xii":true},"principal_officer_detail":{"person_name":"ANTHONY J KRIEG"},"audit_financial_statement_detail":{"accountant_compile_or_review":false,"federal_grant_audit_required":false},"related_party_due_diligence":{"officer_entity_with_business_relationship":false,"officer_mailing_address":false,"related_entity":true,"related_org_controlled_entity":false,"compensation_from_other_sources":false,"excess_benefit_transaction":false,"annual_disclosure_covered_persons":true},"grant_due_diligence":{"grants_to_organizations":true,"grants_to_individuals":false,"more_than_5000_to_organizations":false,"more_than_5000_to_individuals":false},"books_in_care_of_detail":{"phone":"8088772761","business_name_line1":"JOYCE TAMORI","address_line1":"472 KAULANA STREET","city":"KAHULUI","state":"HI","zip":"967322099"},"officers_directors_key_employees":[{"person_name":"GLENN HAMAI","title":"CHAIRMAN OF THE BOARD","average_hours_per_week":2.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true,"officer":true,"name":"GLENN HAMAI"},{"person_name":"ZADOC BROWN JR","title":"SECRETARY/TREASURER","average_hours_per_week":1.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true,"officer":true,"name":"ZADOC BROWN JR"},{"person_name":"PAUL MANCINI","title":"TRUSTEE","average_hours_per_week":1.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true,"name":"PAUL MANCINI"},{"person_name":"MUFFY GUSHI","title":"TRUSTEE","average_hours_per_week":1.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true,"name":"MUFFY GUSHI"},{"person_name":"PAUL UEOKA","title":"TRUSTEE","average_hours_per_week":1.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true,"name":"PAUL UEOKA"},{"person_name":"ANTHONY KRIEG","title":"CHIEF EXECUTIVE OFFICER","average_hours_per_week":1.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true,"officer":true,"name":"ANTHONY KRIEG"}]},"ScheduleA":{"public_charity_status":{"supporting_organization_509a3":true,"supporting_org_509a3_type2":true,"certification":true},"supported_organizations":{"total_supported_organizations":1,"sum_of_amounts":5566,"rows":[{"ein":990080460,"organization_type":"9","support_amount":5566,"governing_document_listed":true,"supported_org_notified":true,"us_organized":true,"name":"HALE MAKUA HEALTH SERVICES"}]},"supporting_organization_tests":{"contribution_35_controlled_prior_schema":false,"contribution_controller_prior_schema":false,"contribution_related_party_prior_schema":false}},"ScheduleB":{"attached":false,"required":false},"ScheduleD":{"endowment_funds":{"current_year":{"beginning_year_balance":531666,"investment_earnings_or_losses":4418,"other_expenditures":5565,"end_year_balance":530519},"current_year_minus1":{"beginning_year_balance":531652,"investment_earnings_or_losses":5565,"other_expenditures":5551,"end_year_balance":531666},"current_year_minus2":{"beginning_year_balance":529766,"investment_earnings_or_losses":5186,"other_expenditures":3300,"end_year_balance":531652},"current_year_minus3":{"beginning_year_balance":532365,"investment_earnings_or_losses":3801,"other_expenditures":6400,"end_year_balance":529766},"current_year_minus4":{"beginning_year_balance":535211,"investment_earnings_or_losses":7004,"other_expenditures":9850,"end_year_balance":532365},"board_designated_eoy_percentage":0.0,"permanent_endowment_eoy_percentage":0.9934,"term_endowment_eoy_percentage":0.0066,"held_by_unrelated_organizations":false,"held_by_related_organizations":false},"land_buildings_equipment":{"total_book_value":0},"supplemental_information":[{"form_and_line_reference":"PART V, LINE 4:","explanation":"THE ENDOWMENT FUND REPRESENTS AMOUNTS HELD IN PERPETUITY WITH ALL INCOME EARNED TO BE USED FOR FINANCIAL ASSISTANCE TO THOSE PARTICIPATING IN HALE MAKUA HEALTH SERVICES' ADULT DAY HEALTH PROGRAM."}]},"ScheduleI":{"grant_records_maintained":true,"reported_domestic_org_grants":5566,"reported_domestic_org_grants_program_services":5566,"total_501c3_and_government_organizations":1,"grants":[{"ein":990080460,"irc_section":"501(C)(3)","cash":5566,"purpose":"SUPPORT OF PROGRAM SERVICES.","valuation_method":"CASH","address_line1":"472 KAULANA STREET","city":"KAHULUI","state":"HI","zip":"967322099","name":"HALE MAKUA HEALTH SERVICES","address":"472 KAULANA STREET, KAHULUI, HI, 967322099"}],"total_domestic_grants":5566,"total_domestic_program_services":5566,"detail_org_grants_total":5566,"detail_domestic_grants_total":5566,"supplemental_information":[{"form_and_line_reference":"PART I, LINE 2:","explanation":"HALE MAKUA FOUNDATION IS THE SECTION 509(A)(3) SUPPORTING ORGANIZATION FOR HALE MAKUA HEALTH SERVICES. ALL GRANTS ARE MADE DIRECTLY TO HALE MAKUA HEALTH SERVICES OR INDIRECTLY IN SUPPORT OF PROGRAMS FOR HALE MAKUA HEALTH SERVICES."}],"grant_monitoring":{"claims_monitoring_procedures":true,"requires_financial_reports":false,"requires_narrative_reports":false,"conducts_site_visits":false,"conducts_field_audits":false,"requires_grant_agreements":false,"may_suspend_future_funding":false,"may_require_repayment":false,"monitoring_description":"HALE MAKUA FOUNDATION IS THE SECTION 509(A)(3) SUPPORTING ORGANIZATION FOR HALE MAKUA HEALTH SERVICES. ALL GRANTS ARE MADE DIRECTLY TO HALE MAKUA HEALTH SERVICES OR INDIRECTLY IN SUPPORT OF PROGRAMS FOR HALE MAKUA HEALTH SERVICES.","form_and_line_reference":"PART I, LINE 2:"}},"ScheduleR":{"tax_exempt_organizations":[{"ein":990080460,"business_name_line1":"HALE MAKUA HEALTH SERVICES","primary_activities_text":"HEALTHCARE","exempt_code_section_text":"501(C)(3)","public_charity_status_text":"9","controlled_organization_indicator":false,"legal_domicile_state":"HI","address_line1":"472 KAULANA STREET","city":"KAHULUI","state":"HI","zip":"967322099","name":"HALE MAKUA HEALTH SERVICES","address":"472 KAULANA STREET, KAHULUI, HI, 967322099"}],"taxable_corporations_and_trusts":[{"ein":990298823,"business_name_line1":"CAREGIVERS MAUIINC (FKA HMHS CORP)","primary_activity":"HOLDING CO.","legal_domicile_state":"HI","address_line1":"472 KAULANA STREET","city":"KAHULUI","state":"HI","zip":"967322099","entity_type_text":"C","controlled_organization_indicator":false,"name":"CAREGIVERS MAUIINC (FKA HMHS CORP)","address":"472 KAULANA STREET, KAHULUI, HI, 967322099"}],"transaction_flags":{"dividends_from_related_organization_indicator":false,"gift_grant_or_capital_contribution_from_other_org":false,"gift_grant_or_capital_contribution_to_other_org":true,"loans_or_guarantees_from_other_org":false,"loans_or_guarantees_to_other_org":false,"performance_of_services_by_other_orgs":false,"performance_of_services_for_other_orgs":false,"sharing_of_facilities":false,"sharing_of_paid_employees":false,"reimbursement_paid_by_other_org":false,"reimbursement_paid_to_other_org":false,"rental_of_facilities_from_other_orgs":false,"rental_of_facilities_to_other_orgs":false,"purchase_of_assets_from_other_org":false,"sale_of_assets_to_other_org":false,"exchange_of_assets":false,"receipt_of_interest_annuities_rents_royalties":false,"other_transfer_from_other_org":false,"other_transfer_to_other_org":false},"transactions":[{"business_name_line1":"HALE MAKUA HEALTH SERVICES","amount_involved":5566,"method_of_amount_determination":"ACTUAL/CASH","transaction_type":"B","name":"HALE MAKUA HEALTH SERVICES"}]},"source_xml":"201423189349307432_public.xml"},{"Organization":{"Hours":[0],"Total Compensation":[0],"Direct compensation":[0],"Other compensation":[0]},"Basic":{"mission":"Hale makua foundation provides support to hale makua health services and manages all of hale makua foundation's investments.","primary_activities":"509(a)(3) supporting contribution made to hale makua health services","year":2010,"name":"HALE MAKUA FOUNDATION","phone":"8088772761","website":"WWW.HALEMAKUA.ORG","type":"990","principal_officer":"ANTHONY J KRIEG","year_formation":1992,"state_legal_domicile":"HI","total_volunteers":0,"tax_period_begin":"2010-01-01T00:00:00","tax_period_end":"2010-12-31T00:00:00","address":"472 KAULANA STREET, KAHULUI, HI, 967322099, USA","city":"KAHULUI","state":"HI","country":"USA","zip_code":"967322099"},"Governance":{"501c3 determination":true,"Number of voting members":5,"Number of independent voting members":5,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":0,"Prohibited tax shelter transactions":false,"Taxable party notification":false,"Funds to pay premiums":false,"Premiums Paid":false,"Family or business relationship":false,"Delegation of management duties":false,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":false,"Compensation process for other employees":false,"Changes to organizing documents":false,"Material diversion or misuse":false,"Members or stockholders":false,"Election of board members":false,"Decisions subject to approval":false,"Minutes of governing body":true,"Local chapters":false,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":false,"Independent audit financial statements":false,"Consolidated audit financial statements":true,"Accountant compile or review":false,"Financial statements audited by independent accountant":true,"Audit committee":true,"Federal grant audit required":false,"Political activities":false,"Donor advised funds":false,"Conservation easements":false,"Collections of art":false,"School":false,"Hospital":false,"Foreign activities":false,"Foreign office":false,"Gaming":false,"Fundraising activities":false,"Professional fundraising":false,"Loan to officer or DQP":false,"Grant to related person":false,"Business relationship through family member":false,"Business relationship with organization":false,"Transfers to exempt non-charitable organization":false},"Revenues":{"value":219510,"Contributions":{"value":0},"Program revenue":{"value":0,"Unrelated business revenue":0},"Investment income":{"value":219510,"Investment income total":122400,"Net investment gain":97110},"Other revenues":{"value":0}},"Expenses":{"value":8445,"Grant expense":{"value":6400,"Grants to domestic orgs":6400},"Total professional fundraising expense":{"value":0},"Benefits paid to members":{"value":0},"Salaries":{"value":0},"Other expenses":{"value":2045,"Accounting":1984,"Office expenses":61}},"Assets":{"value":5846905,"Savings and temp cash investments":21713,"Investments publicly traded":5825192},"Liabilities":{"value":0},"Fund balance":{"value":5846905},"Form990Details":{"program_service_accomplishments":[{"description":"509(A)(3) SUPPORTING CONTRIBUTION MADE TO HALE MAKUA HEALTH SERVICES","expense":6400,"grants":6400}],"functional_expense_allocations":{"accounting_fees":{"management_and_general":1984,"total":1984},"office_expenses":{"management_and_general":61,"total":61}},"tax_and_disclosure_flags":{"activities_conducted_through_partnership":false,"foreign_financial_account":false,"backup_withholding_compliance":true,"lobbying_activities":false,"deductible_non_cash_contributions":false,"deductible_contributions_of_art":false,"method_of_accounting_accrual":true,"schedule_o_part_vi":true,"schedule_o_part_xi":true,"schedule_o_part_xii":true},"principal_officer_detail":{"person_name":"ANTHONY J KRIEG","address_line1":"472 KAULANA STREET","city":"KAHULUI","state":"HI","zip":"967322099"},"audit_financial_statement_detail":{"accountant_compile_or_review":false,"audited_financial_statement_consolidated":true,"federal_grant_audit_required":false},"related_party_due_diligence":{"officer_entity_with_business_relationship":false,"officer_mailing_address":false,"related_entity":true,"related_org_controlled_entity":false,"compensation_from_other_sources":false,"excess_benefit_transaction":false,"annual_disclosure_covered_persons":true},"grant_due_diligence":{"grants_to_organizations":true,"grants_to_individuals":false,"more_than_5000_to_organizations":false,"more_than_5000_to_individuals":false},"books_are_in_care_of":{"phone":"8088772761","business_name_line1":"JOYCE TAMORI","address_line1":"472 KAULANA STREET","city":"KAHULUI","state":"HI","zip":"967322099"},"officers_directors_key_employees":[{"title":"TRUSTEE","average_hours_per_week":1.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true},{"title":"TRUSTEE","average_hours_per_week":1.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true},{"title":"TRUSTEE","average_hours_per_week":1.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true},{"title":"CHAIRMAN OF THE BOARD","average_hours_per_week":2.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true,"officer":true},{"title":"SECRETARY/TREASURER","average_hours_per_week":1.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true,"officer":true},{"title":"TRUSTEE/CHIEF EXECUTIVE OFFICER","average_hours_per_week":1.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true,"officer":true}]},"ScheduleA":{"public_charity_status":{"supporting_organization_509a3":true,"supporting_org_509a3_type2":true,"certification":true},"supported_organizations":{"total_supported_organizations":1,"sum_of_amounts":6400,"rows":[{"ein":990080460,"organization_type":"9","support_amount":6400,"governing_document_listed":true,"supported_org_notified":true,"us_organized":true,"name":"HALE MAKUA HEALTH SERVICES"}]},"supporting_organization_tests":{"contribution_35_controlled_prior_schema":false,"contribution_controller_prior_schema":false,"contribution_related_party_prior_schema":false}},"ScheduleB":{"attached":false,"required":false},"ScheduleD":{"endowment_funds":{"current_year":{"beginning_year_balance":532365,"investment_earnings_or_losses":3801,"other_expenditures":6400,"end_year_balance":529766},"current_year_minus1":{"beginning_year_balance":535211,"investment_earnings_or_losses":7004,"other_expenditures":9850,"end_year_balance":532365},"current_year_minus2":{"beginning_year_balance":549065,"investment_earnings_or_losses":12596,"other_expenditures":26450,"end_year_balance":535211},"permanent_endowment_eoy_percentage":0.9948,"term_endowment_eoy_percentage":0.0052,"held_by_unrelated_organizations":false,"held_by_related_organizations":false},"land_buildings_equipment":{"total_book_value":0},"supplemental_information":[{"identifier":"DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS:","form_and_line_reference":"PART V, LINE 4:","explanation":"THE ENDOWMENT FUND REPRESENTS AMOUNTS HELD IN PERPETUITY WITH ALL INCOME EARNED TO BE USED FOR FINANCIAL ASSISTANCE TO THOSE PARTICIPATING IN HALE MAKUA HEALTH SERVICES' ADULT DAY HEALTH PROGRAM."}]},"ScheduleI":{"grant_records_maintained":true,"reported_domestic_org_grants":6400,"reported_domestic_org_grants_program_services":6400,"grants":[{"ein":990080460,"irc_section":"501(C)(3)","cash":6400,"noncash":0,"purpose":"THE PURPOSE IS FOR GENERAL SUPPORT OF PROGRAM SERVICES.","address_line1":"472 KAULANA STREET","city":"KAHULUI","state":"HI","zip":"967322099","name":"HALE MAKUA HEALTH SERVICES","address":"472 KAULANA STREET, KAHULUI, HI, 967322099"}],"total_domestic_grants":6400,"total_domestic_program_services":6400,"detail_org_grants_total":6400,"detail_domestic_grants_total":6400,"supplemental_information":[{"identifier":"PROCEDURE FOR MONITORING GRANTS IN THE U.S.:","form_and_line_reference":"PART I, LINE 2:","explanation":"SCHEDULE I, PART I, LINE 2: HALE MAKUA FOUNDATION IS THE SECTION 509(A)(3) SUPPORTING ORGANIZATION FOR HALE MAKUA HEALTH SERVICES. ALL GRANTS ARE MADE TO HALE MAKUA HEALTH SERVICES."}],"grant_monitoring":{"claims_monitoring_procedures":true,"requires_financial_reports":false,"requires_narrative_reports":false,"conducts_site_visits":false,"conducts_field_audits":false,"requires_grant_agreements":false,"may_suspend_future_funding":false,"may_require_repayment":false,"monitoring_description":"SCHEDULE I, PART I, LINE 2: HALE MAKUA FOUNDATION IS THE SECTION 509(A)(3) SUPPORTING ORGANIZATION FOR HALE MAKUA HEALTH SERVICES. ALL GRANTS ARE MADE TO HALE MAKUA HEALTH SERVICES.","form_and_line_reference":"PART I, LINE 2:"}},"ScheduleR":{"tax_exempt_organizations":[{"ein":990080460,"business_name_line1":"HALE MAKUA HEALTH SERVICES","primary_activities":"HEALTH CARE","exempt_code_section":"501(C)(3)","public_charity_status":"9","controlled_organization":false,"legal_domicile_state":"HI","address_line1":"472 KAULANA STREET","city":"KAHULUI","state":"HI","zip":"967322099","name":"HALE MAKUA HEALTH SERVICES","address":"472 KAULANA STREET, KAHULUI, HI, 967322099"}],"taxable_corporations_and_trusts":[{"ein":990298823,"business_name_line1":"HMHS CORP (FKA HALE MAKUA HEALTH SERVICES CORP)","primary_activity":"HOLDING CO.","legal_domicile_state":"HI","address_line1":"472 KAULANA STREET","city":"KAHULUI","state":"HI","zip":"967322099","type_of_entity":"C","name":"HMHS CORP (FKA HALE MAKUA HEALTH SERVICES CORP)","address":"472 KAULANA STREET, KAHULUI, HI, 967322099"}],"transaction_flags":{"gift_grant_or_capital_contribution_from_other_org":false,"gift_grant_or_capital_contribution_to_other_org":true,"loans_or_guarantees_from_other_org":false,"loans_or_guarantees_to_other_org":false,"performance_of_services_by_other_orgs":false,"performance_of_services_for_other_orgs":false,"sharing_of_facilities":false,"sharing_of_paid_employees":false,"reimbursement_paid_by_other_org":false,"reimbursement_paid_to_other_org":false,"rental_of_facilities_from_other_orgs":false,"rental_of_facilities_to_other_orgs":false,"purchase_of_assets_from_other_org":false,"sale_of_assets_to_other_org":false,"exchange_of_assets":false,"receipt_of_interest_annuities_rents_royalties":false,"other_transfer_from_other_org":false,"other_transfer_to_other_org":false},"transactions":[{"business_name_line1":"HALE MAKUA HEALTH SERVICES","amount_involved":6400,"method_of_amount_determination":"CASH","transaction_type":"B","name":"HALE MAKUA HEALTH SERVICES"}]},"source_xml":"201123149349303852_public.xml"},{"Organization":{"Hours":[0],"Total Compensation":[0],"Direct compensation":[0],"Other compensation":[0]},"Basic":{"mission":"Hale makua foundation manages all of hale makua foundation's investments and provides support to hale makua health services. The majority of hale makua health service residents are medicaid recipients, which is a federal program to aid the aged, blind, and disabled with medical assistance.","primary_activities":"509(a)(3) supporting contribution made to hale makua health services","year":2012,"name":"HALE MAKUA FOUNDATION","phone":"8088772761","website":"WWW.HALEMAKUA.ORG","type":"990","principal_officer":"ANTHONY J KRIEG","year_formation":1992,"state_legal_domicile":"HI","total_volunteers":0,"tax_period_begin":"2012-01-01T00:00:00","tax_period_end":"2012-12-31T00:00:00","address":"472 KAULANA STREET, KAHULUI, HI, 967322099, USA","city":"KAHULUI","state":"HI","country":"USA","zip_code":"967322099"},"Governance":{"501c3 determination":true,"Number of voting members":5,"Number of independent voting members":5,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":0,"Prohibited tax shelter transactions":false,"Taxable party notification":false,"Funds to pay premiums":false,"Premiums Paid":false,"Family or business relationship":false,"Delegation of management duties":false,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":false,"Compensation process for other employees":false,"Changes to organizing documents":false,"Material diversion or misuse":false,"Members or stockholders":false,"Election of board members":false,"Decisions subject to approval":false,"Minutes of governing body":true,"Local chapters":false,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":false,"Independent audit financial statements":false,"Consolidated audit financial statements":true,"Accountant compile or review":false,"Financial statements audited by independent accountant":true,"Audit committee":true,"Federal grant audit required":false,"Audited financial statements consolidated":true,"Political activities":false,"Donor advised funds":false,"Conservation easements":false,"Collections of art":false,"School":false,"Hospital":false,"Foreign activities":false,"Foreign office":false,"Gaming":false,"Fundraising activities":false,"Professional fundraising":false,"Loan to officer or DQP":false,"Grant to related person":false,"Business relationship through family member":false,"Business relationship with organization":false,"Transfers to exempt non-charitable organization":false},"Revenues":{"value":21343,"Contributions":{"value":169,"Other contributions":169},"Program revenue":{"value":0,"Unrelated business revenue":0},"Investment income":{"value":21174,"Investment income total":139215,"Net investment gain":-118041},"Other revenues":{"value":0}},"Expenses":{"value":7259,"Grant expense":{"value":5661,"Grants to domestic orgs":5551,"Grants to domestic individuals":110},"Total professional fundraising expense":{"value":0},"Benefits paid to members":{"value":0},"Salaries":{"value":0},"Other expenses":{"value":1598,"Accounting":1457,"Office expenses":141}},"Assets":{"value":6016544,"Savings and temp cash investments":18360,"Investments publicly traded":5998184},"Liabilities":{"value":30,"Accounts payable, accrued":30},"Fund balance":{"value":6016514},"Form990Details":{"program_service_accomplishments":[{"description":"509(A)(3) SUPPORTING CONTRIBUTION MADE TO HALE MAKUA HEALTH SERVICES","expense":5661,"grants":5661}],"functional_expense_allocations":{"accounting_fees":{"management_and_general":1457,"total":1457},"office_expenses":{"management_and_general":141,"total":141}},"tax_and_disclosure_flags":{"activities_conducted_through_partnership":false,"foreign_financial_account":false,"lobbying_activities":false,"deductible_non_cash_contributions":false,"deductible_contributions_of_art":false,"method_of_accounting_accrual":true,"schedule_o_part_vi":true,"schedule_o_part_xii":true},"principal_officer_detail":{"person_name":"ANTHONY J KRIEG","address_line1":"472 KAULANA STREET","city":"KAHULUI","state":"HI","zip":"967322099"},"audit_financial_statement_detail":{"accountant_compile_or_review":false,"federal_grant_audit_required":false},"related_party_due_diligence":{"officer_entity_with_business_relationship":false,"officer_mailing_address":false,"related_entity":true,"related_org_controlled_entity":false,"compensation_from_other_sources":false,"excess_benefit_transaction":false,"annual_disclosure_covered_persons":true},"grant_due_diligence":{"grants_to_organizations":true,"grants_to_individuals":false,"more_than_5000_to_organizations":false,"more_than_5000_to_individuals":false},"books_are_in_care_of":{"phone":"8088772761","business_name_line1":"JOYCE TAMORI","address_line1":"472 KAULANA STREET","city":"KAHULUI","state":"HI","zip":"967322099"},"officers_directors_key_employees":[{"title":"CHAIRMAN OF THE BOARD","average_hours_per_week":2.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true,"officer":true},{"title":"SECRETARY/TREASURER","average_hours_per_week":1.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true,"officer":true},{"title":"TRUSTEE","average_hours_per_week":1.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true},{"title":"TRUSTEE","average_hours_per_week":1.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true},{"title":"TRUSTEE","average_hours_per_week":1.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true},{"title":"CHIEF EXECUTIVE OFFICER","average_hours_per_week":1.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true,"officer":true}]},"ScheduleA":{"public_charity_status":{"supporting_organization_509a3":true,"supporting_org_509a3_type2":true,"certification":true},"supported_organizations":{"total_supported_organizations":1,"sum_of_amounts":5551,"rows":[{"ein":990080460,"organization_type":"9","support_amount":5551,"governing_document_listed":true,"supported_org_notified":true,"us_organized":true,"name":"HALE MAKUA HEALTH SERVICES"}]},"supporting_organization_tests":{"contribution_35_controlled_prior_schema":false,"contribution_controller_prior_schema":false,"contribution_related_party_prior_schema":false}},"ScheduleB":{"attached":false,"required":false},"ScheduleD":{"endowment_funds":{"current_year":{"beginning_year_balance":531652,"investment_earnings_or_losses":5565,"other_expenditures":5551,"end_year_balance":531666},"current_year_minus1":{"beginning_year_balance":529766,"investment_earnings_or_losses":5186,"other_expenditures":3300,"end_year_balance":531652},"current_year_minus2":{"beginning_year_balance":532365,"investment_earnings_or_losses":3801,"other_expenditures":6400,"end_year_balance":529766},"current_year_minus3":{"beginning_year_balance":535211,"investment_earnings_or_losses":7004,"other_expenditures":9850,"end_year_balance":532365},"current_year_minus4":{"beginning_year_balance":549065,"investment_earnings_or_losses":12596,"other_expenditures":26450,"end_year_balance":535211},"board_designated_eoy_percentage":0.0,"permanent_endowment_eoy_percentage":0.9912,"term_endowment_eoy_percentage":0.0088,"held_by_unrelated_organizations":false,"held_by_related_organizations":false},"land_buildings_equipment":{"total_book_value":0},"supplemental_information":[{"identifier":"DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS:","form_and_line_reference":"PART V, LINE 4:","explanation":"THE ENDOWMENT FUND REPRESENTS AMOUNTS HELD IN PERPETUITY WITH ALL INCOME EARNED TO BE USED FOR FINANCIAL ASSISTANCE TO THOSE PARTICIPATING IN HALE MAKUA HEALTH SERVICES' ADULT DAY HEALTH PROGRAM."}]},"ScheduleI":{"grant_records_maintained":true,"reported_domestic_org_grants":5551,"reported_domestic_individual_grants":110,"reported_domestic_org_grants_program_services":5551,"reported_domestic_individual_grants_program_services":110,"total_501c3_and_government_organizations":1,"grants":[{"ein":990080460,"irc_section":"501(C)(3)","cash":5551,"purpose":"SUPPORT OF PROGRAM SERVICES.","valuation_method":"CASH","address_line1":"472 KAULANA STREET","city":"KAHULUI","state":"HI","zip":"967322099","name":"HALE MAKUA HEALTH SERVICES","address":"472 KAULANA STREET, KAHULUI, HI, 967322099"}],"total_domestic_grants":5661,"total_domestic_program_services":5661,"detail_org_grants_total":5551,"detail_domestic_grants_total":5551,"supplemental_information":[{"identifier":"PROCEDURE FOR MONITORING GRANTS IN THE U.S.:","form_and_line_reference":"PART I, LINE 2:","explanation":"SCHEDULE I, PART I, LINE 2: HALE MAKUA FOUNDATION IS THE SECTION 509(A)(3) SUPPORTING ORGANIZATION FOR HALE MAKUA HEALTH SERVICES. ALL GRANTS ARE MADE DIRECTLY TO HALE MAKUA HEALTH SERVICES OR INDIRECTLY IN SUPPORT OF PROGRAMS FOR HALE MAKUA HEALTH SERVICES."}],"grant_monitoring":{"claims_monitoring_procedures":true,"requires_financial_reports":false,"requires_narrative_reports":false,"conducts_site_visits":false,"conducts_field_audits":false,"requires_grant_agreements":false,"may_suspend_future_funding":false,"may_require_repayment":false,"monitoring_description":"SCHEDULE I, PART I, LINE 2: HALE MAKUA FOUNDATION IS THE SECTION 509(A)(3) SUPPORTING ORGANIZATION FOR HALE MAKUA HEALTH SERVICES. ALL GRANTS ARE MADE DIRECTLY TO HALE MAKUA HEALTH SERVICES OR INDIRECTLY IN SUPPORT OF PROGRAMS FOR HALE MAKUA HEALTH SERVICES.","form_and_line_reference":"PART I, LINE 2:"}},"ScheduleR":{"tax_exempt_organizations":[{"ein":990080460,"business_name_line1":"HALE MAKUA HEALTH SERVICES","primary_activities":"HEALTHCARE","exempt_code_section":"501(C)(3)","public_charity_status":"9","controlled_organization":false,"legal_domicile_state":"HI","address_line1":"472 KAULANA STREET","city":"KAHULUI","state":"HI","zip":"967322099","name":"HALE MAKUA HEALTH SERVICES","address":"472 KAULANA STREET, KAHULUI, HI, 967322099"}],"taxable_corporations_and_trusts":[{"ein":990298823,"business_name_line1":"HMHS CORP (FKA HALE MAKUA HEALTH SERVICES CORP)","primary_activity":"HOLDING CO.","legal_domicile_state":"HI","address_line1":"472 KAULANA STREET","city":"KAHULUI","state":"HI","zip":"967322099","type_of_entity":"C","controlled_organization":false,"name":"HMHS CORP (FKA HALE MAKUA HEALTH SERVICES CORP)","address":"472 KAULANA STREET, KAHULUI, HI, 967322099"}],"transaction_flags":{"dividends_from_related_organization":false,"gift_grant_or_capital_contribution_from_other_org":false,"gift_grant_or_capital_contribution_to_other_org":true,"loans_or_guarantees_from_other_org":false,"loans_or_guarantees_to_other_org":false,"performance_of_services_by_other_orgs":false,"performance_of_services_for_other_orgs":false,"sharing_of_facilities":false,"sharing_of_paid_employees":false,"reimbursement_paid_by_other_org":false,"reimbursement_paid_to_other_org":false,"rental_of_facilities_from_other_orgs":false,"rental_of_facilities_to_other_orgs":false,"purchase_of_assets_from_other_org":false,"sale_of_assets_to_other_org":false,"exchange_of_assets":false,"receipt_of_interest_annuities_rents_royalties":false,"other_transfer_from_other_org":false,"other_transfer_to_other_org":false},"transactions":[{"business_name_line1":"HALE MAKUA HEALTH SERVICES","amount_involved":5551,"method_of_amount_determination":"ACTUAL/CASH","transaction_type":"B","name":"HALE MAKUA HEALTH SERVICES"}]},"source_xml":"201333109349301918_public.xml"},{"Organization":{"Hours":[0],"Total Compensation":[0],"Direct compensation":[0],"Other compensation":[0]},"Basic":{"mission":"Hale makua foundation manages all of hale makua foundation's investments and provides support to hale makua health services. The majority of hale makua health service residents are medicaid recipients, which is a federal program to aid the aged, blind, and disabled with medical assistance.","primary_activities":"509(a)(3) supporting contribution made to hale makua health services","year":2015,"name":"HALE MAKUA FOUNDATION","phone":"8088772761","website":"WWW.HALEMAKUA.ORG","type":"990","principal_officer":"JOYCE TAMORI","year_formation":1992,"state_legal_domicile":"HI","total_volunteers":0,"tax_period_begin":"2015-01-01T00:00:00","tax_period_end":"2015-12-31T00:00:00","address":"472 KAULANA STREET, KAHULUI, HI, 967322099, USA","city":"KAHULUI","state":"HI","country":"USA","zip_code":"967322099"},"Governance":{"501c3 determination":true,"Number of voting members":5,"Number of independent voting members":5,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":0,"Prohibited tax shelter transactions":false,"Taxable party notification":false,"Funds to pay premiums":false,"Premiums Paid":false,"Family or business relationship":false,"Delegation of management duties":false,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":false,"Compensation process for other employees":false,"Changes to organizing documents":false,"Material diversion or misuse":false,"Members or stockholders":false,"Election of board members":false,"Decisions subject to approval":false,"Minutes of governing body":true,"Local chapters":false,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":false,"Independent audit financial statements":false,"Consolidated audit financial statements":true,"Accountant compile or review":false,"Financial statements audited by independent accountant":true,"Audit committee":true,"Federal grant audit required":false,"Audited financial statements consolidated":true,"Political activities":false,"Donor advised funds":false,"Conservation easements":false,"Collections of art":false,"School":false,"Hospital":false,"Foreign activities":false,"Foreign office":false,"Gaming":false,"Fundraising activities":false,"Professional fundraising":false,"Loan to officer or DQP":false,"Grant to related person":false,"Business relationship through family member":false,"Business relationship with organization":false,"Transfers to exempt non-charitable organization":false},"Revenues":{"value":694418,"Contributions":{"value":0},"Program revenue":{"value":0},"Investment income":{"value":694418,"Investment income total":30223,"Net investment gain":664195},"Other revenues":{"value":0}},"Expenses":{"value":760810,"Grant expense":{"value":753950,"Grants to domestic orgs":753950},"Total professional fundraising expense":{"value":0},"Benefits paid to members":{"value":0},"Salaries":{"value":0},"Other expenses":{"value":6860,"Accounting":6666,"Conferences and meetings":194},"Functional Expenses":{"Program Service Expenses":753950,"Management And General Expenses":6860,"Fundraising Expenses":0}},"Assets":{"value":5935327,"Non-interest bearing cash":2235,"Savings and temp cash investments":6305,"Other net note and loans":476436,"Investments publicly traded":5450351},"Liabilities":{"value":61,"Accounts payable, accrued":61},"Fund balance":{"value":5935266,"Unrestricted net assets":4647140,"Temporarily restricted net assets":761126,"Permanently restricted net assets":527000},"Form990Details":{"program_service_accomplishments":[{"description":"509(A)(3) SUPPORTING CONTRIBUTION MADE TO HALE MAKUA HEALTH SERVICES","expense":753950,"grants":753950}],"functional_expense_allocations":{"accounting_fees":{"management_and_general":6666,"total":6666},"conferences_meetings":{"management_and_general":194,"total":194}},"tax_and_disclosure_flags":{"activities_conducted_through_partnership":false,"foreign_financial_account":false,"backup_withholding_compliance":true,"lobbying_activities":false,"deductible_non_cash_contributions":false,"deductible_contributions_of_art":false,"method_of_accounting_accrual":true,"schedule_o_part_vi":true,"schedule_o_part_xii":true},"principal_officer_detail":{"person_name":"JOYCE TAMORI"},"audit_financial_statement_detail":{"accountant_compile_or_review":false,"federal_grant_audit_required":false},"related_party_due_diligence":{"officer_entity_with_business_relationship":false,"officer_mailing_address":false,"related_entity":true,"related_org_controlled_entity":false,"compensation_from_other_sources":false,"excess_benefit_transaction":false,"annual_disclosure_covered_persons":true},"grant_due_diligence":{"grants_to_organizations":true,"grants_to_individuals":false,"more_than_5000_to_organizations":false,"more_than_5000_to_individuals":false},"books_in_care_of_detail":{"phone":"8088772761","business_name_line1":"JOYCE TAMORI","address_line1":"472 KAULANA STREET","city":"KAHULUI","state":"HI","zip":"967322099"},"officers_directors_key_employees":[{"person_name":"GAYLE LONG","title":"CHAIRMAN OF THE BOARD","average_hours_per_week":2.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true,"officer":true,"name":"GAYLE LONG"},{"person_name":"ZADOC BROWN JR","title":"SECRETARY/TREASURER","average_hours_per_week":1.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true,"officer":true,"name":"ZADOC BROWN JR"},{"person_name":"MUFFY GUSHI","title":"TRUSTEE","average_hours_per_week":1.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true,"name":"MUFFY GUSHI"},{"person_name":"GUY MURAOKA","title":"TRUSTEE","average_hours_per_week":1.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true,"name":"GUY MURAOKA"},{"person_name":"PAUL UEOKA","title":"TRUSTEE","average_hours_per_week":1.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true,"name":"PAUL UEOKA"},{"person_name":"ANTHONY KRIEG","title":"CHIEF EXECUTIVE OFFICER","average_hours_per_week":1.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true,"officer":true,"name":"ANTHONY KRIEG"},{"person_name":"JOYCE TAMORI","title":"CHIEF FINANCIAL OFFICER","average_hours_per_week":1.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"officer":true,"name":"JOYCE TAMORI"}]},"ScheduleA":{"public_charity_status":{"supporting_organization_509a3":true,"supporting_org_509a3_type2":true},"supported_organizations":{"total_supported_organizations":1,"supported_organizations_count":1,"sum_of_amounts":753950,"other_support_sum":0,"rows":[{"ein":990080460,"organization_type":"9","support_amount":753950,"other_support_amount":0,"governing_document_listed":true,"name":"HALE MAKUA HEALTH SERVICES"}]},"supporting_organization_tests":{"contribution_35_controlled":false,"contribution_controller":false,"contribution_family":false,"controlled_by_disqualified_person":false,"disqualified_person_controlling_interest":false,"disqualified_person_ownership_interest":false,"excess_business_holdings_rules":false,"listed_by_name_governing_doc":true,"loan_disqualified_person":false,"organization_change_supported_org":false,"payment_substantial_contributor":false,"support_non_supported_org":false,"supported_org_not_organized_us":false,"supported_org_section_c456":false,"supporting_org_no_irs_determination":false,"majority_directors_trustees_supported_org":true}},"ScheduleB":{"attached":false,"required":false},"ScheduleD":{"endowment_funds":{"current_year":{"beginning_year_balance":530519,"investment_earnings_or_losses":3950,"other_expenditures":3949,"end_year_balance":530520},"current_year_minus1":{"beginning_year_balance":530519,"investment_earnings_or_losses":3950,"other_expenditures":3950,"end_year_balance":530519},"current_year_minus2":{"beginning_year_balance":531666,"investment_earnings_or_losses":4418,"other_expenditures":5565,"end_year_balance":530519},"current_year_minus3":{"beginning_year_balance":531652,"investment_earnings_or_losses":5565,"other_expenditures":5551,"end_year_balance":531666},"current_year_minus4":{"beginning_year_balance":529766,"investment_earnings_or_losses":5186,"other_expenditures":3300,"end_year_balance":531652},"board_designated_eoy_percentage":0.0,"permanent_endowment_eoy_percentage":0.9934,"term_endowment_eoy_percentage":0.0066,"held_by_unrelated_organizations":false,"held_by_related_organizations":false},"land_buildings_equipment":{"total_book_value":0},"supplemental_information":[{"form_and_line_reference":"PART V, LINE 4:","explanation":"THE ENDOWMENT FUND REPRESENTS AMOUNTS HELD IN PERPETUITY WITH ALL INCOME EARNED TO BE USED FOR FINANCIAL ASSISTANCE TO THOSE PARTICIPATING IN HALE MAKUA HEALTH SERVICES' ADULT DAY HEALTH PROGRAM."}]},"ScheduleI":{"grant_records_maintained":true,"reported_domestic_org_grants":753950,"reported_domestic_org_grants_program_services":753950,"total_501c3_and_government_organizations":1,"total_other_organizations":1,"grants":[{"ein":990080460,"irc_section":"501(C)(3)","cash":753950,"purpose":"SUPPORT OF PROGRAM SERVICES","valuation_method":"CASH","address_line1":"472 KAULANA STREET","city":"KAHULUI","state":"HI","zip":"96732","name":"HALE MAKUA HEALTH SERVICES","address":"472 KAULANA STREET, KAHULUI, HI, 96732"}],"total_domestic_grants":753950,"total_domestic_program_services":753950,"detail_org_grants_total":753950,"detail_domestic_grants_total":753950,"grant_monitoring":{"claims_monitoring_procedures":false,"requires_financial_reports":false,"requires_narrative_reports":false,"conducts_site_visits":false,"conducts_field_audits":false,"requires_grant_agreements":false,"may_suspend_future_funding":false,"may_require_repayment":false}},"ScheduleR":{"tax_exempt_organizations":[{"ein":990080460,"business_name_line1":"HALE MAKUA HEALTH SERVICES","primary_activities_text":"HEALTHCARE","exempt_code_section_text":"501(C)(3)","public_charity_status_text":"9","controlled_organization_indicator":false,"legal_domicile_state":"HI","address_line1":"472 KAULANA STREET","city":"KAHULUI","state":"HI","zip":"967322099","name":"HALE MAKUA HEALTH SERVICES","address":"472 KAULANA STREET, KAHULUI, HI, 967322099"}],"taxable_corporations_and_trusts":[{"ein":990298823,"business_name_line1":"CAREGIVERS MAUIINC (FKA HMHS CORP)","primary_activity":"HOLDING CO.","legal_domicile_state":"HI","address_line1":"472 KAULANA STREET","city":"KAHULUI","state":"HI","zip":"967322099","entity_type_text":"C","controlled_organization_indicator":false,"name":"CAREGIVERS MAUIINC (FKA HMHS CORP)","address":"472 KAULANA STREET, KAHULUI, HI, 967322099"}],"transaction_flags":{"dividends_from_related_organization_indicator":false,"gift_grant_or_capital_contribution_from_other_org":false,"gift_grant_or_capital_contribution_to_other_org":true,"loans_or_guarantees_from_other_org":false,"loans_or_guarantees_to_other_org":true,"performance_of_services_by_other_orgs":false,"performance_of_services_for_other_orgs":false,"sharing_of_facilities":false,"sharing_of_paid_employees":false,"reimbursement_paid_by_other_org":false,"reimbursement_paid_to_other_org":false,"rental_of_facilities_from_other_orgs":false,"rental_of_facilities_to_other_orgs":false,"purchase_of_assets_from_other_org":false,"sale_of_assets_to_other_org":false,"exchange_of_assets":false,"receipt_of_interest_annuities_rents_royalties":false,"other_transfer_from_other_org":false,"other_transfer_to_other_org":false},"transactions":[{"business_name_line1":"HALE MAKUA HEALTH SERVICES","amount_involved":753950,"method_of_amount_determination":"ACTUAL/CASH","transaction_type":"B","name":"HALE MAKUA HEALTH SERVICES"},{"business_name_line1":"CAREGIVERS MAUIINC (FKA HMHS CORP)","amount_involved":460000,"method_of_amount_determination":"ACTUAL/CASH","transaction_type":"D","name":"CAREGIVERS MAUIINC (FKA HMHS CORP)"}]},"source_xml":"201623159349304517_public.xml"},{"Organization":{"Hours":[0],"Total Compensation":[0],"Direct compensation":[0],"Other compensation":[0]},"Basic":{"mission":"Hale makua foundation provides support to hale makua health services and manages all of hale makua foundation's investments.","primary_activities":"509(a)(3) supporting contribution made to hale makua health services","year":2011,"name":"HALE MAKUA FOUNDATION","phone":"8088772761","website":"WWW.HALEMAKUA.ORG","type":"990","principal_officer":"ANTHONY J KRIEG","year_formation":1992,"state_legal_domicile":"HI","total_volunteers":0,"tax_period_begin":"2011-01-01T00:00:00","tax_period_end":"2011-12-31T00:00:00","address":"472 KAULANA STREET, KAHULUI, HI, 967322099, USA","city":"KAHULUI","state":"HI","country":"USA","zip_code":"967322099"},"Governance":{"501c3 determination":true,"Number of voting members":5,"Number of independent voting members":5,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":0,"Prohibited tax shelter transactions":false,"Taxable party notification":false,"Family or business relationship":false,"Delegation of management duties":false,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":false,"Compensation process for other employees":false,"Changes to organizing documents":false,"Material diversion or misuse":false,"Members or stockholders":false,"Election of board members":false,"Decisions subject to approval":false,"Minutes of governing body":true,"Local chapters":false,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":false,"Independent audit financial statements":false,"Consolidated audit financial statements":true,"Accountant compile or review":false,"Financial statements audited by independent accountant":true,"Audit committee":true,"Federal grant audit required":false,"Political activities":false,"Donor advised funds":false,"Conservation easements":false,"Collections of art":false,"School":false,"Hospital":false,"Foreign activities":false,"Foreign office":false,"Gaming":false,"Fundraising activities":false,"Professional fundraising":false,"Loan to officer or DQP":false,"Grant to related person":false,"Business relationship through family member":false,"Business relationship with organization":false,"Transfers to exempt non-charitable organization":false},"Revenues":{"value":264217,"Contributions":{"value":0},"Program revenue":{"value":0,"Unrelated business revenue":0},"Investment income":{"value":264217,"Investment income total":132909,"Net investment gain":131308},"Other revenues":{"value":0}},"Expenses":{"value":62022,"Grant expense":{"value":60172,"Grants to domestic orgs":60172},"Total professional fundraising expense":{"value":0},"Benefits paid to members":{"value":0},"Salaries":{"value":0},"Other expenses":{"value":1850,"Accounting":1666,"Office expenses":184}},"Assets":{"value":5598642,"Savings and temp cash investments":19865,"Investments publicly traded":5578777},"Liabilities":{"value":56872,"Accounts payable, accrued":56872},"Fund balance":{"value":5541770},"Form990Details":{"program_service_accomplishments":[{"description":"509(A)(3) SUPPORTING CONTRIBUTION MADE TO HALE MAKUA HEALTH SERVICES","expense":60172,"grants":60172}],"functional_expense_allocations":{"accounting_fees":{"management_and_general":1666,"total":1666},"office_expenses":{"management_and_general":184,"total":184}},"tax_and_disclosure_flags":{"activities_conducted_through_partnership":false,"foreign_financial_account":false,"backup_withholding_compliance":true,"lobbying_activities":false,"deductible_non_cash_contributions":false,"deductible_contributions_of_art":false,"method_of_accounting_accrual":true,"schedule_o_part_vi":true,"schedule_o_part_xi":true,"schedule_o_part_xii":true},"principal_officer_detail":{"person_name":"ANTHONY J KRIEG","address_line1":"472 KAULANA STREET","city":"KAHULUI","state":"HI","zip":"967322099"},"audit_financial_statement_detail":{"accountant_compile_or_review":false,"audited_financial_statement_consolidated":true,"federal_grant_audit_required":false},"related_party_due_diligence":{"officer_entity_with_business_relationship":false,"officer_mailing_address":false,"related_entity":true,"related_org_controlled_entity":false,"compensation_from_other_sources":false,"excess_benefit_transaction":false,"annual_disclosure_covered_persons":true},"grant_due_diligence":{"grants_to_organizations":true,"grants_to_individuals":false,"more_than_5000_to_organizations":false,"more_than_5000_to_individuals":false},"books_are_in_care_of":{"phone":"8088772761","business_name_line1":"JOYCE TAMORI","address_line1":"472 KAULANA STREET","city":"KAHULUI","state":"HI","zip":"967322099"},"officers_directors_key_employees":[{"title":"CHAIRMAN OF THE BOARD","average_hours_per_week":2.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true,"officer":true},{"title":"SECRETARY/TREASURER","average_hours_per_week":1.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true,"officer":true},{"title":"TRUSTEE","average_hours_per_week":1.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true},{"title":"TRUSTEE","average_hours_per_week":1.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true},{"title":"TRUSTEE","average_hours_per_week":1.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true},{"title":"CHIEF EXECUTIVE OFFICER","average_hours_per_week":1.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true,"officer":true}]},"ScheduleA":{"public_charity_status":{"supporting_organization_509a3":true,"supporting_org_509a3_type2":true,"certification":true},"supported_organizations":{"total_supported_organizations":1,"sum_of_amounts":60172,"rows":[{"ein":990080460,"organization_type":"9","support_amount":60172,"governing_document_listed":true,"supported_org_notified":true,"us_organized":true,"name":"HALE MAKUA HEALTH SERVICES"}]},"supporting_organization_tests":{"contribution_35_controlled_prior_schema":false,"contribution_controller_prior_schema":false,"contribution_related_party_prior_schema":false}},"ScheduleB":{"attached":false,"required":false},"ScheduleD":{"endowment_funds":{"current_year":{"beginning_year_balance":529766,"investment_earnings_or_losses":5186,"other_expenditures":3300,"end_year_balance":531652},"current_year_minus1":{"beginning_year_balance":532365,"investment_earnings_or_losses":3801,"other_expenditures":6400,"end_year_balance":529766},"current_year_minus2":{"beginning_year_balance":535211,"investment_earnings_or_losses":7004,"other_expenditures":9850,"end_year_balance":532365},"current_year_minus3":{"beginning_year_balance":549065,"investment_earnings_or_losses":12596,"other_expenditures":26450,"end_year_balance":535211},"board_designated_eoy_percentage":0.0,"permanent_endowment_eoy_percentage":0.9912,"term_endowment_eoy_percentage":0.0088,"held_by_unrelated_organizations":false,"held_by_related_organizations":false},"land_buildings_equipment":{"total_book_value":0},"supplemental_information":[{"identifier":"DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS:","form_and_line_reference":"PART V, LINE 4:","explanation":"THE ENDOWMENT FUND REPRESENTS AMOUNTS HELD IN PERPETUITY WITH ALL INCOME EARNED TO BE USED FOR FINANCIAL ASSISTANCE TO THOSE PARTICIPATING IN HALE MAKUA HEALTH SERVICES' ADULT DAY HEALTH PROGRAM."}]},"ScheduleI":{"grant_records_maintained":true,"reported_domestic_org_grants":60172,"reported_domestic_org_grants_program_services":60172,"total_501c3_and_government_organizations":1,"total_other_organizations":1,"grants":[{"ein":990080460,"irc_section":"501(C)(3)","cash":60172,"noncash":0,"purpose":"THE PURPOSE IS FOR GENERAL SUPPORT OF PROGRAM SERVICES.","valuation_method":"CASH","address_line1":"472 KAULANA STREET","city":"KAHULUI","state":"HI","zip":"967322099","name":"HALE MAKUA HEALTH SERVICES","address":"472 KAULANA STREET, KAHULUI, HI, 967322099"}],"total_domestic_grants":60172,"total_domestic_program_services":60172,"detail_org_grants_total":60172,"detail_domestic_grants_total":60172,"supplemental_information":[{"identifier":"PROCEDURE FOR MONITORING GRANTS IN THE U.S.:","form_and_line_reference":"PART I, LINE 2:","explanation":"SCHEDULE I, PART I, LINE 2: HALE MAKUA FOUNDATION IS THE SECTION 509(A)(3) SUPPORTING ORGANIZATION FOR HALE MAKUA HEALTH SERVICES. ALL GRANTS ARE MADE TO HALE MAKUA HEALTH SERVICES."}],"grant_monitoring":{"claims_monitoring_procedures":true,"requires_financial_reports":false,"requires_narrative_reports":false,"conducts_site_visits":false,"conducts_field_audits":false,"requires_grant_agreements":false,"may_suspend_future_funding":false,"may_require_repayment":false,"monitoring_description":"SCHEDULE I, PART I, LINE 2: HALE MAKUA FOUNDATION IS THE SECTION 509(A)(3) SUPPORTING ORGANIZATION FOR HALE MAKUA HEALTH SERVICES. ALL GRANTS ARE MADE TO HALE MAKUA HEALTH SERVICES.","form_and_line_reference":"PART I, LINE 2:"}},"ScheduleR":{"tax_exempt_organizations":[{"ein":990080460,"business_name_line1":"HALE MAKUA HEALTH SERVICES","primary_activities":"HEALTH CARE","exempt_code_section":"501(C)(3)","public_charity_status":"9","controlled_organization":false,"legal_domicile_state":"HI","address_line1":"472 KAULANA STREET","city":"KAHULUI","state":"HI","zip":"967322099","name":"HALE MAKUA HEALTH SERVICES","address":"472 KAULANA STREET, KAHULUI, HI, 967322099"}],"taxable_corporations_and_trusts":[{"ein":990298823,"business_name_line1":"HMHS CORP (FKA HALE MAKUA HEALTH SERVICES CORP)","primary_activity":"HOLDING CO.","legal_domicile_state":"HI","address_line1":"472 KAULANA STREET","city":"KAHULUI","state":"HI","zip":"967322099","type_of_entity":"C","name":"HMHS CORP (FKA HALE MAKUA HEALTH SERVICES CORP)","address":"472 KAULANA STREET, KAHULUI, HI, 967322099"}],"transaction_flags":{"gift_grant_or_capital_contribution_from_other_org":false,"gift_grant_or_capital_contribution_to_other_org":true,"loans_or_guarantees_from_other_org":false,"loans_or_guarantees_to_other_org":false,"performance_of_services_by_other_orgs":false,"performance_of_services_for_other_orgs":false,"sharing_of_facilities":false,"sharing_of_paid_employees":false,"reimbursement_paid_by_other_org":false,"reimbursement_paid_to_other_org":false,"rental_of_facilities_from_other_orgs":false,"rental_of_facilities_to_other_orgs":false,"purchase_of_assets_from_other_org":false,"sale_of_assets_to_other_org":false,"exchange_of_assets":false,"receipt_of_interest_annuities_rents_royalties":false,"other_transfer_from_other_org":false,"other_transfer_to_other_org":false},"transactions":[{"business_name_line1":"HALE MAKUA HEALTH SERVICES","amount_involved":60172,"method_of_amount_determination":"CASH","transaction_type":"B","name":"HALE MAKUA HEALTH SERVICES"}]},"source_xml":"201213189349303896_public.xml"},{"Organization":{"Hours":[0],"Total Compensation":[0],"Direct compensation":[0],"Other compensation":[0]},"Basic":{"mission":"Hale makua foundation manages all of hale makua foundation's investments and provides support to hale makua health services. The majority of hale makua health service residents are medicaid recipients, which is a federal program to aid the aged, blind, and disabled with medical assistance.","primary_activities":"509(a)(3) supporting contribution made to hale makua health services","year":2016,"name":"HALE MAKUA FOUNDATION","phone":"8088772761","website":"WWW.HALEMAKUA.ORG","type":"990","principal_officer":"WESLEY P LO","year_formation":1992,"state_legal_domicile":"HI","total_volunteers":0,"tax_period_begin":"2016-01-01T00:00:00","tax_period_end":"2016-12-31T00:00:00","address":"472 KAULANA STREET, KAHULUI, HI, 967322099, USA","city":"KAHULUI","state":"HI","country":"USA","zip_code":"967322099"},"Governance":{"501c3 determination":true,"Number of voting members":5,"Number of independent voting members":5,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":0,"Prohibited tax shelter transactions":false,"Taxable party notification":false,"Funds to pay premiums":false,"Premiums Paid":false,"Family or business relationship":false,"Delegation of management duties":false,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":false,"Compensation process for other employees":false,"Changes to organizing documents":false,"Material diversion or misuse":false,"Members or stockholders":false,"Election of board members":false,"Decisions subject to approval":false,"Minutes of governing body":true,"Local chapters":false,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":false,"Independent audit financial statements":false,"Consolidated audit financial statements":true,"Accountant compile or review":false,"Financial statements audited by independent accountant":true,"Audit committee":true,"Federal grant audit required":false,"Audited financial statements consolidated":true,"Political activities":false,"Donor advised funds":false,"Conservation easements":false,"Collections of art":false,"School":false,"Hospital":false,"Foreign activities":false,"Foreign office":false,"Gaming":false,"Fundraising activities":false,"Professional fundraising":false,"Loan to officer or DQP":false,"Grant to related person":false,"Business relationship through family member":false,"Business relationship with organization":false,"Transfers to exempt non-charitable organization":false},"Revenues":{"value":12438,"Contributions":{"value":0},"Program revenue":{"value":0},"Investment income":{"value":12438,"Investment income total":14223,"Net investment gain":-1785},"Other revenues":{"value":0}},"Expenses":{"value":48261,"Grant expense":{"value":3950,"Grants to domestic orgs":3950},"Total professional fundraising expense":{"value":0},"Benefits paid to members":{"value":0},"Salaries":{"value":0},"Other expenses":{"value":44311,"Accounting":1666,"Investment management fees":18536,"Conferences and meetings":176,"Itemized Expenses":23933},"Functional Expenses":{"Program Service Expenses":3950,"Management And General Expenses":44311,"Fundraising Expenses":0}},"Assets":{"value":6329529,"Non-interest bearing cash":2254,"Savings and temp cash investments":101,"Other net note and loans":566202,"Investments publicly traded":5760972},"Liabilities":{"value":1888,"Accounts payable, accrued":1888},"Fund balance":{"value":6327641,"Unrestricted net assets":5037133,"Temporarily restricted net assets":763508,"Permanently restricted net assets":527000},"Form990Details":{"program_service_accomplishments":[{"description":"509(A)(3) SUPPORTING CONTRIBUTION MADE TO HALE MAKUA HEALTH SERVICES","expense":3950,"grants":3950}],"functional_expense_allocations":{"accounting_fees":{"management_and_general":1666,"total":1666},"investment_management_fees":{"management_and_general":18536,"total":18536},"conferences_meetings":{"management_and_general":176,"total":176}},"tax_and_disclosure_flags":{"activities_conducted_through_partnership":false,"foreign_financial_account":false,"lobbying_activities":false,"deductible_non_cash_contributions":false,"deductible_contributions_of_art":false,"method_of_accounting_accrual":true,"schedule_o_part_vi":true,"schedule_o_part_vii":true,"schedule_o_part_xii":true},"principal_officer_detail":{"person_name":"WESLEY P LO"},"audit_financial_statement_detail":{"accountant_compile_or_review":false,"federal_grant_audit_required":false},"related_party_due_diligence":{"officer_entity_with_business_relationship":false,"officer_mailing_address":false,"related_entity":true,"related_org_controlled_entity":false,"compensation_from_other_sources":false,"excess_benefit_transaction":false,"annual_disclosure_covered_persons":true},"grant_due_diligence":{"grants_to_organizations":false,"grants_to_individuals":false,"more_than_5000_to_organizations":false,"more_than_5000_to_individuals":false},"books_in_care_of_detail":{"phone":"8088772761","business_name_line1":"SCOTT W DEVORE","address_line1":"472 KAULANA STREET","city":"KAHULUI","state":"HI","zip":"967322099"},"officers_directors_key_employees":[{"person_name":"GAYLE LONG","title":"CHAIRMAN OF THE BOARD","average_hours_per_week":2.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true,"officer":true,"name":"GAYLE LONG"},{"person_name":"PAUL UEOKA","title":"VICE CHAIR","average_hours_per_week":1.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true,"officer":true,"name":"PAUL UEOKA"},{"person_name":"MUFFY GUSHI","title":"SECRETARY/TREASURER","average_hours_per_week":1.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true,"officer":true,"name":"MUFFY GUSHI"},{"person_name":"JACK KULP","title":"TRUSTEE","average_hours_per_week":1.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true,"name":"JACK KULP"},{"person_name":"GUY MURAOKA","title":"TRUSTEE","average_hours_per_week":1.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true,"name":"GUY MURAOKA"},{"person_name":"ANTHONY KRIEG","title":"CHIEF EXECUTIVE OFFICER","average_hours_per_week":1.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":188732,"other_compensation":13723,"individual_trustee_or_director":true,"officer":true,"name":"ANTHONY KRIEG"},{"person_name":"WESLEY P LO","title":"CHIEF EXECUTIVE OFFICER","average_hours_per_week":1.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":15038,"other_compensation":0,"individual_trustee_or_director":true,"officer":true,"name":"WESLEY P LO"},{"person_name":"JOYCE TAMORI","title":"CHIEF FINANCIAL OFFICER","average_hours_per_week":1.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":148910,"other_compensation":11117,"officer":true,"name":"JOYCE TAMORI"}]},"ScheduleA":{"public_charity_status":{"supporting_organization_509a3":true,"supporting_org_509a3_type1":true},"supported_organizations":{"total_supported_organizations":1,"supported_organizations_count":1,"sum_of_amounts":3950,"other_support_sum":0,"rows":[{"ein":990080460,"organization_type":"10","support_amount":3950,"other_support_amount":0,"governing_document_listed":true,"name":"HALE MAKUA HEALTH SERVICES"}]},"supporting_organization_tests":{"contribution_35_controlled":false,"contribution_controller":false,"contribution_family":false,"controlled_by_disqualified_person":false,"disqualified_person_controlling_interest":false,"disqualified_person_ownership_interest":false,"excess_business_holdings_rules":false,"listed_by_name_governing_doc":true,"loan_disqualified_person":false,"organization_change_supported_org":false,"payment_substantial_contributor":false,"support_non_supported_org":false,"supported_org_not_organized_us":false,"supported_org_section_c456":false,"supporting_org_no_irs_determination":false,"type1_operate_benefit_non_supported_org":false,"type1_power_appoint_majority":true}},"ScheduleB":{"attached":false,"required":false},"ScheduleD":{"endowment_funds":{"current_year":{"beginning_year_balance":530520,"investment_earnings_or_losses":6359,"other_expenditures":3950,"end_year_balance":532929},"current_year_minus1":{"beginning_year_balance":530519,"investment_earnings_or_losses":3950,"other_expenditures":3949,"end_year_balance":530520},"current_year_minus2":{"beginning_year_balance":530519,"investment_earnings_or_losses":3950,"other_expenditures":3950,"end_year_balance":530519},"current_year_minus3":{"beginning_year_balance":531666,"investment_earnings_or_losses":4418,"other_expenditures":5565,"end_year_balance":530519},"current_year_minus4":{"beginning_year_balance":531652,"investment_earnings_or_losses":5565,"other_expenditures":5551,"end_year_balance":531666},"board_designated_eoy_percentage":0.0,"permanent_endowment_eoy_percentage":0.9889,"term_endowment_eoy_percentage":0.0111,"held_by_unrelated_organizations":false,"held_by_related_organizations":false},"land_buildings_equipment":{"total_book_value":0},"supplemental_information":[{"form_and_line_reference":"PART V, LINE 4:","explanation":"THE ENDOWMENT FUND REPRESENTS AMOUNTS HELD IN PERPETUITY WITH ALL INCOME EARNED TO BE USED FOR FINANCIAL ASSISTANCE TO THOSE PARTICIPATING IN HALE MAKUA HEALTH SERVICES' ADULT DAY HEALTH PROGRAM."}]},"ScheduleI":{"reported_domestic_org_grants":3950,"reported_domestic_org_grants_program_services":3950,"total_domestic_grants":3950,"total_domestic_program_services":3950,"grant_monitoring":{"claims_monitoring_procedures":false,"requires_financial_reports":false,"requires_narrative_reports":false,"conducts_site_visits":false,"conducts_field_audits":false,"requires_grant_agreements":false,"may_suspend_future_funding":false,"may_require_repayment":false}},"ScheduleJ":{"compensation_arrangements":{"compensation_based_on_revenue_filing_org":false,"compensation_based_on_revenue_related_orgs":false,"compensation_based_on_net_earnings_filing_org":false,"compensation_based_on_net_earnings_related_orgs":false,"nonfixed_payments":false,"initial_contract_exception":false,"severance_payment":false,"supplemental_nonqualified_retirement_plan":false,"equity_based_compensation_arrangement":false},"compensation":[{"person_name":"ANTHONY KRIEG","title":"CHIEF EXECUTIVE OFFICER","base_compensation_filing_org":0,"bonus_filing_org":0,"bonus_related_orgs":0,"compensation_based_on_related_orgs":175861,"comp_report_prior_990_filing_org":0,"comp_report_prior_990_related_orgs":0,"deferred_compensation_filing_org":0,"deferred_compensation_related_orgs":0,"nontaxable_benefits_filing_org":0,"nontaxable_benefits_related_orgs":13723,"other_compensation_filing_org":0,"other_compensation_related_orgs":12871,"total_compensation_filing_org":0,"total_compensation_related_orgs":202455,"name":"ANTHONY KRIEG"},{"person_name":"JOYCE TAMORI","title":"CHIEF FINANCIAL OFFICER","base_compensation_filing_org":0,"bonus_filing_org":0,"bonus_related_orgs":0,"compensation_based_on_related_orgs":143060,"comp_report_prior_990_filing_org":0,"comp_report_prior_990_related_orgs":0,"deferred_compensation_filing_org":0,"deferred_compensation_related_orgs":0,"nontaxable_benefits_filing_org":0,"nontaxable_benefits_related_orgs":11117,"other_compensation_filing_org":0,"other_compensation_related_orgs":5850,"total_compensation_filing_org":0,"total_compensation_related_orgs":160027,"name":"JOYCE TAMORI"}]},"ScheduleR":{"tax_exempt_organizations":[{"ein":990080460,"business_name_line1":"HALE MAKUA HEALTH SERVICES","primary_activities_text":"HEALTHCARE","exempt_code_section_text":"501(C)(3)","public_charity_status_text":"9","controlled_organization_indicator":false,"legal_domicile_state":"HI","address_line1":"472 KAULANA STREET","city":"KAHULUI","state":"HI","zip":"967322099","name":"HALE MAKUA HEALTH SERVICES","address":"472 KAULANA STREET, KAHULUI, HI, 967322099"}],"taxable_corporations_and_trusts":[{"ein":990298823,"business_name_line1":"CAREGIVERS MAUIINC (FKA HMHS CORP)","primary_activity":"HOLDING CO.","legal_domicile_state":"HI","address_line1":"472 KAULANA STREET","city":"KAHULUI","state":"HI","zip":"967322099","entity_type_text":"C","controlled_organization_indicator":false,"name":"CAREGIVERS MAUIINC (FKA HMHS CORP)","address":"472 KAULANA STREET, KAHULUI, HI, 967322099"}],"transaction_flags":{"dividends_from_related_organization_indicator":false,"gift_grant_or_capital_contribution_from_other_org":false,"gift_grant_or_capital_contribution_to_other_org":true,"loans_or_guarantees_from_other_org":false,"loans_or_guarantees_to_other_org":true,"performance_of_services_by_other_orgs":false,"performance_of_services_for_other_orgs":false,"sharing_of_facilities":false,"sharing_of_paid_employees":false,"reimbursement_paid_by_other_org":false,"reimbursement_paid_to_other_org":false,"rental_of_facilities_from_other_orgs":false,"rental_of_facilities_to_other_orgs":false,"purchase_of_assets_from_other_org":false,"sale_of_assets_to_other_org":false,"exchange_of_assets":false,"receipt_of_interest_annuities_rents_royalties":false,"other_transfer_from_other_org":false,"other_transfer_to_other_org":false},"transactions":[{"business_name_line1":"HALE MAKUA HEALTH SERVICES","amount_involved":3950,"method_of_amount_determination":"ACTUAL/CASH","transaction_type":"B","name":"HALE MAKUA HEALTH SERVICES"},{"business_name_line1":"CAREGIVERS MAUIINC (FKA HMHS CORP)","amount_involved":566202,"method_of_amount_determination":"ACTUAL/CASH","transaction_type":"D","name":"CAREGIVERS MAUIINC (FKA HMHS CORP)"}]},"source_xml":"201703109349302385_public.xml"},{"Organization":{"Hours":[0],"Total Compensation":[0],"Direct compensation":[0],"Other compensation":[0]},"Basic":{"mission":"Hale makua foundation manages all of hale makua foundation's investments and provides support to hale makua health services. The majority of hale makua health service residents are medicaid recipients, which is a federal program to aid the aged, blind, and disabled with medical assistance.","primary_activities":"509(a)(3) supporting contribution made to hale makua health services.","year":2019,"name":"HALE MAKUA FOUNDATION","phone":"8088772761","website":"WWW.HALEMAKUA.ORG","type":"990","principal_officer":"WESLEY P LO","year_formation":1992,"state_legal_domicile":"HI","total_volunteers":6,"tax_period_begin":"2019-01-01T00:00:00","tax_period_end":"2019-12-31T00:00:00","address":"472 KAULANA STREET, KAHULUI, HI, 967322099, USA","city":"KAHULUI","state":"HI","country":"USA","zip_code":"967322099"},"Governance":{"501c3 determination":true,"Number of voting members":5,"Number of independent voting members":4,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":0,"Prohibited tax shelter transactions":false,"Taxable party notification":false,"Funds to pay premiums":false,"Premiums Paid":false,"Family or business relationship":false,"Delegation of management duties":false,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":false,"Compensation process for other employees":false,"Changes to organizing documents":false,"Material diversion or misuse":false,"Members or stockholders":false,"Election of board members":false,"Decisions subject to approval":false,"Minutes of governing body":true,"Local chapters":false,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":false,"Independent audit financial statements":false,"Consolidated audit financial statements":true,"Accountant compile or review":false,"Financial statements audited by independent accountant":true,"Audit committee":true,"Federal grant audit required":false,"Audited financial statements consolidated":true,"Political activities":false,"Donor advised funds":false,"Conservation easements":false,"Collections of art":false,"School":false,"Hospital":false,"Foreign activities":false,"Foreign office":false,"Gaming":false,"Fundraising activities":false,"Professional fundraising":false,"Loan to officer or DQP":false,"Grant to related person":false,"Business relationship through family member":false,"Business relationship with organization":false,"Transfers to exempt non-charitable organization":false},"Revenues":{"value":229270,"Contributions":{"value":0},"Program revenue":{"value":0},"Investment income":{"value":229270,"Investment income total":28479,"Net investment gain":200791},"Other revenues":{"value":0}},"Expenses":{"value":202755,"Grant expense":{"value":186612,"Grants to domestic orgs":186612},"Total professional fundraising expense":{"value":0},"Benefits paid to members":{"value":0},"Salaries":{"value":0},"Other expenses":{"value":16143,"Investment management fees":16130,"Office expenses":13},"Functional Expenses":{"Program Service Expenses":186612,"Management And General Expenses":16143,"Fundraising Expenses":0}},"Assets":{"value":5293242,"Non-interest bearing cash":2429,"Savings and temp cash investments":101,"Other net note and loans":566202,"Investments publicly traded":4724510},"Liabilities":{"value":1932,"Accounts payable, accrued":1932},"Fund balance":{"value":5291310,"Net assets without donor restriction":4749905,"Net assets with donor restriction":541405},"Form990Details":{"program_service_accomplishments":[{"description":"509(A)(3) SUPPORTING CONTRIBUTION MADE TO HALE MAKUA HEALTH SERVICES.","expense":186612,"grants":186612}],"functional_expense_allocations":{"investment_management_fees":{"management_and_general":16130,"total":16130},"office_expenses":{"management_and_general":13,"total":13}},"tax_and_disclosure_flags":{"activities_conducted_through_partnership":false,"foreign_financial_account":false,"lobbying_activities":false,"deductible_non_cash_contributions":false,"deductible_contributions_of_art":false,"donor_restricted_or_quasi_endowments":true,"method_of_accounting_accrual":true,"schedule_o_part_vi":true,"schedule_o_part_xii":true},"principal_officer_detail":{"person_name":"WESLEY P LO"},"audit_financial_statement_detail":{"accountant_compile_or_review":false,"federal_grant_audit_required":false},"related_party_due_diligence":{"business_relationship_with_35_controlled_entity":false,"officer_mailing_address":false,"related_entity":true,"related_org_controlled_entity":false,"compensation_from_other_sources":false,"excess_benefit_transaction":false,"annual_disclosure_covered_persons":true},"grant_due_diligence":{"grants_to_organizations":true,"grants_to_individuals":false,"more_than_5000_to_organizations":false,"more_than_5000_to_individuals":false},"books_in_care_of_detail":{"phone":"8088772761","business_name_line1":"KIRSTEN SZABO","address_line1":"472 KAULANA STREET","city":"KAHULUI","state":"HI","zip":"967322099"},"officers_directors_key_employees":[{"person_name":"GAYLE LONG","title":"CHAIRMAN OF THE BOARD","average_hours_per_week":2.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true,"officer":true,"name":"GAYLE LONG"},{"person_name":"JACK KULP","title":"VICE CHAIR","average_hours_per_week":1.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true,"officer":true,"name":"JACK KULP"},{"person_name":"GUY MURAOKA","title":"TREASURER","average_hours_per_week":1.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true,"officer":true,"name":"GUY MURAOKA"},{"person_name":"JUDY MCCORKLE","title":"SECRETARY","average_hours_per_week":1.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true,"officer":true,"name":"JUDY MCCORKLE"},{"person_name":"WESLEY P LO","title":"TRUSTEE","average_hours_per_week":1.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":239358,"other_compensation":26281,"individual_trustee_or_director":true,"name":"WESLEY P LO"},{"person_name":"PAUL UEOKA","title":"TRUSTEE","average_hours_per_week":1.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true,"name":"PAUL UEOKA"},{"person_name":"KRISTEN SZABO","title":"CHIEF FINANCIAL OFFICER","average_hours_per_week":1.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":171421,"other_compensation":10270,"officer":true,"name":"KRISTEN SZABO"}]},"ScheduleA":{"public_charity_status":{"supporting_organization_509a3":true,"supporting_org_509a3_type1":true},"supported_organizations":{"total_supported_organizations":1,"supported_organizations_count":1,"sum_of_amounts":186612,"other_support_sum":0,"rows":[{"ein":990080460,"organization_type":"10","support_amount":186612,"other_support_amount":0,"governing_document_listed":true,"name":"HALE MAKUA HEALTH SERVICES"}]},"supporting_organization_tests":{"contribution_35_controlled":false,"contribution_controller":false,"contribution_family":false,"controlled_by_disqualified_person":false,"disqualified_person_controlling_interest":false,"disqualified_person_ownership_interest":false,"excess_business_holdings_rules":false,"listed_by_name_governing_doc":true,"loan_disqualified_person":false,"organization_change_supported_org":false,"payment_substantial_contributor":false,"support_non_supported_org":false,"supported_org_not_organized_us":false,"supported_org_section_c456":false,"supporting_org_no_irs_determination":false,"type1_operate_benefit_non_supported_org":false,"type1_power_appoint_majority":true}},"ScheduleB":{"attached":false,"required":false},"ScheduleD":{"endowment_funds":{"current_year":{"beginning_year_balance":539521,"investment_earnings_or_losses":5891,"other_expenditures":6801,"end_year_balance":538611},"current_year_minus1":{"beginning_year_balance":539521,"investment_earnings_or_losses":6801,"other_expenditures":6801,"end_year_balance":539521},"current_year_minus2":{"beginning_year_balance":532929,"investment_earnings_or_losses":6592,"end_year_balance":539521},"current_year_minus3":{"beginning_year_balance":530520,"investment_earnings_or_losses":6359,"other_expenditures":3950,"end_year_balance":532929},"current_year_minus4":{"beginning_year_balance":530519,"investment_earnings_or_losses":3950,"other_expenditures":3949,"end_year_balance":530520},"board_designated_eoy_percentage":0.0,"permanent_endowment_eoy_percentage":0.9784,"term_endowment_eoy_percentage":0.0216,"held_by_unrelated_organizations":false,"held_by_related_organizations":false},"land_buildings_equipment":{"total_book_value":0},"other_liabilities":{"footnote_text":true},"supplemental_information":[{"form_and_line_reference":"PART V, LINE 4:","explanation":"THE ENDOWMENT FUND REPRESENTS AMOUNTS HELD IN PERPETUITY WITH ALL INCOME EARNED TO BE USED FOR FINANCIAL ASSISTANCE TO THOSE PARTICIPATING IN HALE MAKUA HEALTH SERVICES' ADULT DAY HEALTH PROGRAM."},{"form_and_line_reference":"PART X, LINE 2:","explanation":"US GAAP REQUIRES UNCERTAIN TAX POSITIONS TO BE RECOGNIZED IN THE CONSOLIDATED FINANCIAL STATEMENTS IF THEY ARE MORE LIKELY THAN NOT TO FAIL UPON REGULATORY EXAMINATION. MANAGEMENT HAS EVALUATED THE ORGANIZATION'S TAX POSITIONS AS OF DECEMBER 31, 2019 AND 2018, AND FOR THE YEARS THEN ENDED, BY REVIEWING THEIR INCOME TAX RETURNS AND CONFERRING WITH THEIR TAX ADVISORS, AND DETERMINED THAT THERE WERE NO UNCERTAIN TAX POSITIONS REQUIRED TO BE REPORTED IN ACCORDANCE WITH US GAAP. THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS IN PROGRESS FOR ANY OPEN TAX PERIODS."}]},"ScheduleI":{"grant_records_maintained":true,"reported_domestic_org_grants":186612,"reported_domestic_org_grants_program_services":186612,"total_501c3_and_government_organizations":1,"grants":[{"ein":990080460,"irc_section":"501(C)(3)","cash":186612,"purpose":"SUPPORT OF PROGRAM SERVICES","valuation_method":"CASH","address_line1":"472 KAULANA STREET","city":"KAHALUI","state":"HI","zip":"967322099","name":"HALE MAKUA HEALTH SERVICES","address":"472 KAULANA STREET, KAHALUI, HI, 967322099"}],"total_domestic_grants":186612,"total_domestic_program_services":186612,"detail_org_grants_total":186612,"detail_domestic_grants_total":186612,"supplemental_information":[{"form_and_line_reference":"PART I, LINE 2:","explanation":"AS A 509(A)(3) SUPPORTING ORGANIZATION, MONITORING USE OF GRANT FUNDS IS NOT REQUIRED BECAUSE GRANTS ARE ONLY MADE TO ITS SUPPORTED ORGANIZATION, HALE MAKUA HEALTH SERVICES."}],"grant_monitoring":{"claims_monitoring_procedures":true,"requires_financial_reports":false,"requires_narrative_reports":false,"conducts_site_visits":false,"conducts_field_audits":false,"requires_grant_agreements":false,"may_suspend_future_funding":false,"may_require_repayment":false,"monitoring_description":"AS A 509(A)(3) SUPPORTING ORGANIZATION, MONITORING USE OF GRANT FUNDS IS NOT REQUIRED BECAUSE GRANTS ARE ONLY MADE TO ITS SUPPORTED ORGANIZATION, HALE MAKUA HEALTH SERVICES.","form_and_line_reference":"PART I, LINE 2:"}},"ScheduleJ":{"compensation_arrangements":{"compensation_based_on_revenue_filing_org":false,"compensation_based_on_revenue_related_orgs":false,"compensation_based_on_net_earnings_filing_org":false,"compensation_based_on_net_earnings_related_orgs":false,"nonfixed_payments":false,"initial_contract_exception":false,"severance_payment":false,"supplemental_nonqualified_retirement_plan":false,"equity_based_compensation_arrangement":false},"compensation":[{"person_name":"WESLEY P LO","title":"TRUSTEE","base_compensation_filing_org":0,"bonus_filing_org":0,"bonus_related_orgs":0,"compensation_based_on_related_orgs":239358,"comp_report_prior_990_filing_org":0,"comp_report_prior_990_related_orgs":0,"deferred_compensation_filing_org":0,"deferred_compensation_related_orgs":7333,"nontaxable_benefits_filing_org":0,"nontaxable_benefits_related_orgs":18948,"other_compensation_filing_org":0,"other_compensation_related_orgs":0,"total_compensation_filing_org":0,"total_compensation_related_orgs":265639,"name":"WESLEY P LO"},{"person_name":"KRISTEN SZABO","title":"CHIEF FINANCIAL OFFICER","base_compensation_filing_org":0,"bonus_filing_org":0,"bonus_related_orgs":0,"compensation_based_on_related_orgs":171421,"comp_report_prior_990_filing_org":0,"comp_report_prior_990_related_orgs":0,"deferred_compensation_filing_org":0,"deferred_compensation_related_orgs":3250,"nontaxable_benefits_filing_org":0,"nontaxable_benefits_related_orgs":7020,"other_compensation_filing_org":0,"other_compensation_related_orgs":0,"total_compensation_filing_org":0,"total_compensation_related_orgs":181691,"name":"KRISTEN SZABO"}]},"ScheduleR":{"tax_exempt_organizations":[{"ein":990080460,"business_name_line1":"HALE MAKUA HEALTH SERVICES","primary_activities_text":"HEALTHCARE","exempt_code_section_text":"501(C)(3)","public_charity_status_text":"9","controlled_organization_indicator":false,"legal_domicile_state":"HI","address_line1":"472 KAULANA STREET","city":"KAHULUI","state":"HI","zip":"967322099","name":"HALE MAKUA HEALTH SERVICES","address":"472 KAULANA STREET, KAHULUI, HI, 967322099"}],"taxable_corporations_and_trusts":[{"ein":990298823,"business_name_line1":"CAREGIVERS MAUIINC (FKA HMHS CORP)","primary_activity":"HOLDING CO.","legal_domicile_state":"HI","address_line1":"472 KAULANA STREET","city":"KAHULUI","state":"HI","zip":"967322099","entity_type_text":"C","controlled_organization_indicator":false,"name":"CAREGIVERS MAUIINC (FKA HMHS CORP)","address":"472 KAULANA STREET, KAHULUI, HI, 967322099"}],"transaction_flags":{"dividends_from_related_organization_indicator":false,"gift_grant_or_capital_contribution_from_other_org":false,"gift_grant_or_capital_contribution_to_other_org":true,"loans_or_guarantees_from_other_org":false,"loans_or_guarantees_to_other_org":true,"performance_of_services_by_other_orgs":false,"performance_of_services_for_other_orgs":false,"sharing_of_facilities":false,"sharing_of_paid_employees":false,"reimbursement_paid_by_other_org":false,"reimbursement_paid_to_other_org":false,"rental_of_facilities_from_other_orgs":false,"rental_of_facilities_to_other_orgs":false,"purchase_of_assets_from_other_org":false,"sale_of_assets_to_other_org":false,"exchange_of_assets":false,"receipt_of_interest_annuities_rents_royalties":false,"other_transfer_from_other_org":false,"other_transfer_to_other_org":false},"transactions":[{"business_name_line1":"HALE MAKUA HEALTH SERVICES","amount_involved":186612,"method_of_amount_determination":"ACTUAL/CASH","transaction_type":"B","name":"HALE MAKUA HEALTH SERVICES"},{"business_name_line1":"CAREGIVERS MAUIINC (FKA HMHS CORP)","amount_involved":566202,"method_of_amount_determination":"ACTUAL/CASH","transaction_type":"D","name":"CAREGIVERS MAUIINC (FKA HMHS CORP)"}]},"source_xml":"202100269349301700_public.xml"},{"Organization":{"Hours":[0],"Total Compensation":[0],"Direct compensation":[0],"Other compensation":[0]},"Basic":{"mission":"Hale makua foundation manages all of hale makua foundation's investments and provides support to hale makua health services. The majority of hale makua health service residents are medicaid recipients, which is a federal program to aid the aged, blind, and disabled with medical assistance.","primary_activities":"509(a)(3) supporting contribution made to hale makua health services.","year":2017,"name":"HALE MAKUA FOUNDATION","phone":"8088772761","website":"WWW.HALEMAKUA.ORG","type":"990","principal_officer":"WESLEY P LO","year_formation":1992,"state_legal_domicile":"HI","total_volunteers":0,"tax_period_begin":"2017-01-01T00:00:00","tax_period_end":"2017-12-31T00:00:00","address":"472 KAULANA STREET, KAHULUI, HI, 967322099, USA","city":"KAHULUI","state":"HI","country":"USA","zip_code":"967322099"},"Governance":{"501c3 determination":true,"Number of voting members":5,"Number of independent voting members":5,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":0,"Prohibited tax shelter transactions":false,"Taxable party notification":false,"Funds to pay premiums":false,"Premiums Paid":false,"Family or business relationship":false,"Delegation of management duties":false,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":false,"Compensation process for other employees":false,"Changes to organizing documents":false,"Material diversion or misuse":false,"Members or stockholders":false,"Election of board members":false,"Decisions subject to approval":false,"Minutes of governing body":true,"Local chapters":false,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":false,"Independent audit financial statements":false,"Consolidated audit financial statements":true,"Accountant compile or review":false,"Financial statements audited by independent accountant":false,"Federal grant audit required":false,"Political activities":false,"Donor advised funds":false,"Conservation easements":false,"Collections of art":false,"School":false,"Hospital":false,"Foreign activities":false,"Foreign office":false,"Gaming":false,"Fundraising activities":false,"Professional fundraising":false,"Loan to officer or DQP":false,"Grant to related person":false,"Business relationship through family member":false,"Business relationship with organization":false,"Transfers to exempt non-charitable organization":false},"Revenues":{"value":9168,"Contributions":{"value":0},"Program revenue":{"value":0},"Investment income":{"value":9168,"Investment income total":9168},"Other revenues":{"value":0}},"Expenses":{"value":1437494,"Grant expense":{"value":1419819,"Grants to domestic orgs":1419819},"Total professional fundraising expense":{"value":0},"Benefits paid to members":{"value":0},"Salaries":{"value":0},"Other expenses":{"value":17675,"Investment management fees":17580,"Itemized Expenses":95},"Functional Expenses":{"Program Service Expenses":1419819,"Management And General Expenses":17675,"Fundraising Expenses":0}},"Assets":{"value":5629016,"Non-interest bearing cash":2397,"Savings and temp cash investments":101,"Other net note and loans":566202,"Investments publicly traded":5060316},"Liabilities":{"value":1932,"Accounts payable, accrued":1932},"Fund balance":{"value":5627084,"Unrestricted net assets":4586777,"Temporarily restricted net assets":513307,"Permanently restricted net assets":527000},"Form990Details":{"program_service_accomplishments":[{"description":"509(A)(3) SUPPORTING CONTRIBUTION MADE TO HALE MAKUA HEALTH SERVICES.","expense":1419819,"grants":1419819}],"functional_expense_allocations":{"investment_management_fees":{"management_and_general":17580,"total":17580}},"tax_and_disclosure_flags":{"activities_conducted_through_partnership":false,"foreign_financial_account":false,"lobbying_activities":false,"deductible_non_cash_contributions":false,"deductible_contributions_of_art":false,"method_of_accounting_accrual":true,"schedule_o_part_vi":true,"schedule_o_part_xii":true},"principal_officer_detail":{"person_name":"WESLEY P LO"},"audit_financial_statement_detail":{"accountant_compile_or_review":false,"federal_grant_audit_required":false},"related_party_due_diligence":{"officer_entity_with_business_relationship":false,"officer_mailing_address":false,"related_entity":true,"related_org_controlled_entity":false,"compensation_from_other_sources":false,"excess_benefit_transaction":false,"annual_disclosure_covered_persons":true},"grant_due_diligence":{"grants_to_organizations":true,"grants_to_individuals":false,"more_than_5000_to_organizations":false,"more_than_5000_to_individuals":false},"books_in_care_of_detail":{"phone":"8088772761","business_name_line1":"KIRSTEN SZABO","address_line1":"472 KAULANA STREET","city":"KAHULUI","state":"HI","zip":"967322099"},"officers_directors_key_employees":[{"person_name":"GAYLE LONG","title":"CHAIRMAN OF THE BOARD","average_hours_per_week":2.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true,"officer":true,"name":"GAYLE LONG"},{"person_name":"JACK KULP","title":"VICE CHAIR","average_hours_per_week":1.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true,"officer":true,"name":"JACK KULP"},{"person_name":"GUY MURAOKA","title":"TREASURER","average_hours_per_week":1.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true,"officer":true,"name":"GUY MURAOKA"},{"person_name":"WESLEY P LO","title":"TRUSTEE","average_hours_per_week":1.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":226024,"other_compensation":21257,"individual_trustee_or_director":true,"name":"WESLEY P LO"},{"person_name":"PAUL UEOKA","title":"TRUSTEE","average_hours_per_week":1.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true,"name":"PAUL UEOKA"},{"person_name":"SCOTT DEVORE","title":"CHIEF FINANCIAL OFFICER","average_hours_per_week":1.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":59199,"other_compensation":1968,"officer":true,"name":"SCOTT DEVORE"}]},"ScheduleA":{"public_charity_status":{"supporting_organization_509a3":true,"supporting_org_509a3_type1":true},"supported_organizations":{"total_supported_organizations":1,"supported_organizations_count":1,"sum_of_amounts":1419819,"other_support_sum":0,"rows":[{"ein":990080460,"organization_type":"10","support_amount":1419819,"other_support_amount":0,"governing_document_listed":true,"name":"HALE MAKUA HEALTH SERVICES"}]},"supporting_organization_tests":{"contribution_35_controlled":false,"contribution_controller":false,"contribution_family":false,"controlled_by_disqualified_person":false,"disqualified_person_controlling_interest":false,"disqualified_person_ownership_interest":false,"excess_business_holdings_rules":false,"listed_by_name_governing_doc":true,"loan_disqualified_person":false,"organization_change_supported_org":false,"payment_substantial_contributor":false,"support_non_supported_org":false,"supported_org_not_organized_us":false,"supported_org_section_c456":false,"supporting_org_no_irs_determination":false,"type1_operate_benefit_non_supported_org":false,"type1_power_appoint_majority":true}},"ScheduleB":{"attached":false,"required":false},"ScheduleD":{"endowment_funds":{"current_year":{"beginning_year_balance":532929,"investment_earnings_or_losses":6592,"end_year_balance":539521},"current_year_minus1":{"beginning_year_balance":530520,"investment_earnings_or_losses":6359,"other_expenditures":3950,"end_year_balance":532929},"current_year_minus2":{"beginning_year_balance":530519,"investment_earnings_or_losses":3950,"other_expenditures":3949,"end_year_balance":530520},"current_year_minus3":{"beginning_year_balance":530519,"investment_earnings_or_losses":3950,"other_expenditures":3950,"end_year_balance":530519},"current_year_minus4":{"beginning_year_balance":531666,"investment_earnings_or_losses":4418,"other_expenditures":5565,"end_year_balance":530519},"permanent_endowment_eoy_percentage":0.9768,"term_endowment_eoy_percentage":0.0232,"held_by_unrelated_organizations":false,"held_by_related_organizations":false},"land_buildings_equipment":{"total_book_value":0},"supplemental_information":[{"form_and_line_reference":"PART V, LINE 4:","explanation":"THE ENDOWMENT FUND REPRESENTS AMOUNTS HELD IN PERPETUITY WITH ALL INCOME EARNED TO BE USED FOR FINANCIAL ASSISTANCE TO THOSE PARTICIPATING IN HALE MAKUA HEALTH SERVICES' ADULT DAY HEALTH PROGRAM."}]},"ScheduleI":{"grant_records_maintained":true,"reported_domestic_org_grants":1419819,"reported_domestic_org_grants_program_services":1419819,"total_501c3_and_government_organizations":1,"grants":[{"ein":990080460,"irc_section":"501(C)(3)","cash":1419819,"noncash":0,"purpose":"SUPPORT OF PROGRAM SERVICES","valuation_method":"CASH","address_line1":"472 KAULANA STREET","city":"KAHALUI","state":"HI","zip":"967322099","name":"HALE MAKUA HEALTH SERVICES","address":"472 KAULANA STREET, KAHALUI, HI, 967322099"}],"total_domestic_grants":1419819,"total_domestic_program_services":1419819,"detail_org_grants_total":1419819,"detail_domestic_grants_total":1419819,"supplemental_information":[{"form_and_line_reference":"PART I, LINE 2:","explanation":"AS A 509(A)(3) SUPPORTING ORGANIZATION, MONITORING USE OF GRANT FUNDS IS NOT REQUIRED BECAUSE GRANTS ARE ONLY MADE TO ITS SUPPORTED ORGANIZATION, HALE MAKUA HEALTH SERVICES."}],"grant_monitoring":{"claims_monitoring_procedures":true,"requires_financial_reports":false,"requires_narrative_reports":false,"conducts_site_visits":false,"conducts_field_audits":false,"requires_grant_agreements":false,"may_suspend_future_funding":false,"may_require_repayment":false,"monitoring_description":"AS A 509(A)(3) SUPPORTING ORGANIZATION, MONITORING USE OF GRANT FUNDS IS NOT REQUIRED BECAUSE GRANTS ARE ONLY MADE TO ITS SUPPORTED ORGANIZATION, HALE MAKUA HEALTH SERVICES.","form_and_line_reference":"PART I, LINE 2:"}},"ScheduleJ":{"compensation_arrangements":{"compensation_based_on_revenue_filing_org":false,"compensation_based_on_revenue_related_orgs":false,"compensation_based_on_net_earnings_filing_org":false,"compensation_based_on_net_earnings_related_orgs":false,"nonfixed_payments":false,"initial_contract_exception":false,"severance_payment":false,"supplemental_nonqualified_retirement_plan":false,"equity_based_compensation_arrangement":false},"compensation":[{"person_name":"WESLEY P LO","title":"TRUSTEE","base_compensation_filing_org":0,"bonus_filing_org":0,"bonus_related_orgs":0,"compensation_based_on_related_orgs":226024,"comp_report_prior_990_filing_org":0,"comp_report_prior_990_related_orgs":0,"deferred_compensation_filing_org":0,"deferred_compensation_related_orgs":0,"nontaxable_benefits_filing_org":0,"nontaxable_benefits_related_orgs":21257,"other_compensation_filing_org":0,"other_compensation_related_orgs":0,"total_compensation_filing_org":0,"total_compensation_related_orgs":247281,"name":"WESLEY P LO"}]},"ScheduleR":{"tax_exempt_organizations":[{"ein":990080460,"business_name_line1":"HALE MAKUA HEALTH SERVICES","primary_activities_text":"HEALTHCARE","exempt_code_section_text":"501(C)(3)","public_charity_status_text":"9","controlled_organization_indicator":false,"legal_domicile_state":"HI","address_line1":"472 KAULANA STREET","city":"KAHULUI","state":"HI","zip":"967322099","name":"HALE MAKUA HEALTH SERVICES","address":"472 KAULANA STREET, KAHULUI, HI, 967322099"}],"taxable_corporations_and_trusts":[{"ein":990298823,"business_name_line1":"CAREGIVERS MAUIINC (FKA HMHS CORP)","primary_activity":"HOLDING CO.","legal_domicile_state":"HI","address_line1":"472 KAULANA STREET","city":"KAHULUI","state":"HI","zip":"967322099","entity_type_text":"C","controlled_organization_indicator":false,"name":"CAREGIVERS MAUIINC (FKA HMHS CORP)","address":"472 KAULANA STREET, KAHULUI, HI, 967322099"}],"transaction_flags":{"dividends_from_related_organization_indicator":false,"gift_grant_or_capital_contribution_from_other_org":false,"gift_grant_or_capital_contribution_to_other_org":true,"loans_or_guarantees_from_other_org":false,"loans_or_guarantees_to_other_org":true,"performance_of_services_by_other_orgs":false,"performance_of_services_for_other_orgs":false,"sharing_of_facilities":false,"sharing_of_paid_employees":false,"reimbursement_paid_by_other_org":false,"reimbursement_paid_to_other_org":false,"rental_of_facilities_from_other_orgs":false,"rental_of_facilities_to_other_orgs":false,"purchase_of_assets_from_other_org":false,"sale_of_assets_to_other_org":false,"exchange_of_assets":false,"receipt_of_interest_annuities_rents_royalties":false,"other_transfer_from_other_org":false,"other_transfer_to_other_org":false},"transactions":[{"business_name_line1":"HALE MAKUA HEALTH SERVICES","amount_involved":1419819,"method_of_amount_determination":"ACTUAL/CASH","transaction_type":"B","name":"HALE MAKUA HEALTH SERVICES"},{"business_name_line1":"CAREGIVERS MAUIINC (FKA HMHS CORP)","amount_involved":566202,"method_of_amount_determination":"ACTUAL/CASH","transaction_type":"D","name":"CAREGIVERS MAUIINC (FKA HMHS CORP)"}]},"source_xml":"201823119349302662_public.xml"},{"Organization":{"Hours":[0],"Total Compensation":[0],"Direct compensation":[0],"Other compensation":[0]},"Basic":{"mission":"Hale makua foundation manages all of hale makua foundation's investments and provides support to hale makua health services. The majority of hale makua health service residents are medicaid recipients, which is a federal program to aid the aged, blind, and disabled with medical assistance.","primary_activities":"509(a)(3) supporting contribution made to hale makua health services.","year":2018,"name":"HALE MAKUA FOUNDATION","phone":"8088772761","website":"WWW.HALEMAKUA.ORG","type":"990","principal_officer":"WESLEY P LO","year_formation":1992,"state_legal_domicile":"HI","total_volunteers":6,"tax_period_begin":"2018-01-01T00:00:00","tax_period_end":"2018-12-31T00:00:00","address":"472 KAULANA STREET, KAHULUI, HI, 967322099, USA","city":"KAHULUI","state":"HI","country":"USA","zip_code":"967322099"},"Governance":{"501c3 determination":true,"Number of voting members":6,"Number of independent voting members":5,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":0,"Prohibited tax shelter transactions":false,"Taxable party notification":false,"Funds to pay premiums":false,"Premiums Paid":false,"Family or business relationship":false,"Delegation of management duties":false,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":false,"Compensation process for other employees":false,"Changes to organizing documents":false,"Material diversion or misuse":false,"Members or stockholders":false,"Election of board members":false,"Decisions subject to approval":false,"Minutes of governing body":true,"Local chapters":false,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":false,"Independent audit financial statements":false,"Consolidated audit financial statements":true,"Accountant compile or review":false,"Financial statements audited by independent accountant":true,"Audit committee":true,"Federal grant audit required":false,"Audited financial statements consolidated":true,"Political activities":false,"Donor advised funds":false,"Conservation easements":false,"Collections of art":false,"School":false,"Hospital":false,"Foreign activities":false,"Foreign office":false,"Gaming":false,"Fundraising activities":false,"Professional fundraising":false,"Loan to officer or DQP":false,"Grant to related person":false,"Business relationship through family member":false,"Business relationship with organization":false,"Transfers to exempt non-charitable organization":false},"Revenues":{"value":249123,"Contributions":{"value":0},"Program revenue":{"value":0},"Investment income":{"value":249123,"Investment income total":13613,"Net investment gain":235510},"Other revenues":{"value":0}},"Expenses":{"value":348212,"Grant expense":{"value":331801,"Grants to domestic orgs":331801},"Total professional fundraising expense":{"value":0},"Benefits paid to members":{"value":0},"Salaries":{"value":0},"Other expenses":{"value":16411,"Investment management fees":16398,"Itemized Expenses":13},"Functional Expenses":{"Program Service Expenses":331801,"Management And General Expenses":16411,"Fundraising Expenses":0}},"Assets":{"value":5025084,"Non-interest bearing cash":2442,"Savings and temp cash investments":101,"Other net note and loans":566202,"Investments publicly traded":4456339},"Liabilities":{"value":1932,"Accounts payable, accrued":1932},"Fund balance":{"value":5023152,"Unrestricted net assets":4307845,"Temporarily restricted net assets":188307,"Permanently restricted net assets":527000},"Form990Details":{"program_service_accomplishments":[{"description":"509(A)(3) SUPPORTING CONTRIBUTION MADE TO HALE MAKUA HEALTH SERVICES.","expense":331801,"grants":331801}],"functional_expense_allocations":{"investment_management_fees":{"management_and_general":16398,"total":16398}},"tax_and_disclosure_flags":{"activities_conducted_through_partnership":false,"foreign_financial_account":false,"lobbying_activities":false,"deductible_non_cash_contributions":false,"deductible_contributions_of_art":false,"method_of_accounting_accrual":true,"schedule_o_part_vi":true,"schedule_o_part_xii":true},"principal_officer_detail":{"person_name":"WESLEY P LO"},"audit_financial_statement_detail":{"accountant_compile_or_review":false,"federal_grant_audit_required":false},"related_party_due_diligence":{"officer_entity_with_business_relationship":false,"officer_mailing_address":false,"related_entity":true,"related_org_controlled_entity":false,"compensation_from_other_sources":false,"excess_benefit_transaction":false,"annual_disclosure_covered_persons":true},"grant_due_diligence":{"grants_to_organizations":true,"grants_to_individuals":false,"more_than_5000_to_organizations":false,"more_than_5000_to_individuals":false},"books_in_care_of_detail":{"phone":"8088772761","business_name_line1":"KIRSTEN SZABO","address_line1":"472 KAULANA STREET","city":"KAHULUI","state":"HI","zip":"967322099"},"officers_directors_key_employees":[{"person_name":"GAYLE LONG","title":"CHAIRMAN OF THE BOARD","average_hours_per_week":2.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true,"officer":true,"name":"GAYLE LONG"},{"person_name":"JACK KULP","title":"VICE CHAIR","average_hours_per_week":1.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true,"officer":true,"name":"JACK KULP"},{"person_name":"GUY MURAOKA","title":"TREASURER","average_hours_per_week":1.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true,"officer":true,"name":"GUY MURAOKA"},{"person_name":"JUDY MCCORKLE","title":"SECRETARY","average_hours_per_week":1.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true,"officer":true,"name":"JUDY MCCORKLE"},{"person_name":"WESLEY P LO","title":"TRUSTEE","average_hours_per_week":1.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":226358,"other_compensation":22379,"individual_trustee_or_director":true,"name":"WESLEY P LO"},{"person_name":"PAUL UEOKA","title":"TRUSTEE","average_hours_per_week":1.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true,"name":"PAUL UEOKA"},{"person_name":"KRISTEN SZABO","title":"CHIEF FINANCIAL OFFICER","average_hours_per_week":1.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":154932,"other_compensation":7460,"officer":true,"name":"KRISTEN SZABO"}]},"ScheduleA":{"public_charity_status":{"supporting_organization_509a3":true,"supporting_org_509a3_type1":true},"supported_organizations":{"total_supported_organizations":1,"supported_organizations_count":1,"sum_of_amounts":331801,"other_support_sum":0,"rows":[{"ein":990080460,"organization_type":"10","support_amount":331801,"other_support_amount":0,"governing_document_listed":true,"name":"HALE MAKUA HEALTH SERVICES"}]},"supporting_organization_tests":{"contribution_35_controlled":false,"contribution_controller":false,"contribution_family":false,"controlled_by_disqualified_person":false,"disqualified_person_controlling_interest":false,"disqualified_person_ownership_interest":false,"excess_business_holdings_rules":false,"listed_by_name_governing_doc":true,"loan_disqualified_person":false,"organization_change_supported_org":false,"payment_substantial_contributor":false,"support_non_supported_org":false,"supported_org_not_organized_us":false,"supported_org_section_c456":false,"supporting_org_no_irs_determination":false,"type1_operate_benefit_non_supported_org":false,"type1_power_appoint_majority":true}},"ScheduleB":{"attached":false,"required":false},"ScheduleD":{"endowment_funds":{"current_year":{"beginning_year_balance":539521,"investment_earnings_or_losses":6801,"other_expenditures":6801,"end_year_balance":539521},"current_year_minus1":{"beginning_year_balance":532929,"investment_earnings_or_losses":6592,"end_year_balance":539521},"current_year_minus2":{"beginning_year_balance":530520,"investment_earnings_or_losses":6359,"other_expenditures":3950,"end_year_balance":532929},"current_year_minus3":{"beginning_year_balance":530519,"investment_earnings_or_losses":3950,"other_expenditures":3949,"end_year_balance":530520},"current_year_minus4":{"beginning_year_balance":530519,"investment_earnings_or_losses":3950,"other_expenditures":3950,"end_year_balance":530519},"permanent_endowment_eoy_percentage":0.9768,"term_endowment_eoy_percentage":0.0232,"held_by_unrelated_organizations":false,"held_by_related_organizations":false},"land_buildings_equipment":{"total_book_value":0},"other_liabilities":{"footnote_text":true},"supplemental_information":[{"form_and_line_reference":"PART V, LINE 4:","explanation":"THE ENDOWMENT FUND REPRESENTS AMOUNTS HELD IN PERPETUITY WITH ALL INCOME EARNED TO BE USED FOR FINANCIAL ASSISTANCE TO THOSE PARTICIPATING IN HALE MAKUA HEALTH SERVICES' ADULT DAY HEALTH PROGRAM."},{"form_and_line_reference":"PART X, LINE 2:","explanation":"ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE UNCERTAIN TAX POSITIONS TO BE RECOGNIZED IN THE CONSOLIDATED FINANCIAL STATEMENTS IF THEY ARE MORE LIKELY THAN NOT TO FAIL UPON REGULATORY EXAMINATION. MANAGEMENT HAS EVALUATED THE ORGANIZATION'S TAX POSITIONS AS OF DECEMBER 31, 2018 AND 2017, AND FOR THE YEARS THEN ENDED, BY REVIEWING THEIR INCOME TAX RETURNS AND CONFERRING WITH THEIR TAX ADVISORS, AND DETERMINED THAT THERE WERE NO UNCERTAIN TAX POSITIONS REQUIRED TO BE REPORTED IN ACCORDANCE WITH SUCH GENERALLY ACCEPTED ACCOUNTING PRINCIPLES. THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS IN PROGRESS FOR ANY OPEN TAX PERIODS."}]},"ScheduleI":{"grant_records_maintained":true,"reported_domestic_org_grants":331801,"reported_domestic_org_grants_program_services":331801,"total_501c3_and_government_organizations":1,"grants":[{"ein":990080460,"irc_section":"501(C)(3)","cash":331801,"purpose":"SUPPORT OF PROGRAM SERVICES","valuation_method":"CASH","address_line1":"472 KAULANA STREET","city":"KAHALUI","state":"HI","zip":"967322099","name":"HALE MAKUA HEALTH SERVICES","address":"472 KAULANA STREET, KAHALUI, HI, 967322099"}],"total_domestic_grants":331801,"total_domestic_program_services":331801,"detail_org_grants_total":331801,"detail_domestic_grants_total":331801,"supplemental_information":[{"form_and_line_reference":"PART I, LINE 2:","explanation":"AS A 509(A)(3) SUPPORTING ORGANIZATION, MONITORING USE OF GRANT FUNDS IS NOT REQUIRED BECAUSE GRANTS ARE ONLY MADE TO ITS SUPPORTED ORGANIZATION, HALE MAKUA HEALTH SERVICES."}],"grant_monitoring":{"claims_monitoring_procedures":true,"requires_financial_reports":false,"requires_narrative_reports":false,"conducts_site_visits":false,"conducts_field_audits":false,"requires_grant_agreements":false,"may_suspend_future_funding":false,"may_require_repayment":false,"monitoring_description":"AS A 509(A)(3) SUPPORTING ORGANIZATION, MONITORING USE OF GRANT FUNDS IS NOT REQUIRED BECAUSE GRANTS ARE ONLY MADE TO ITS SUPPORTED ORGANIZATION, HALE MAKUA HEALTH SERVICES.","form_and_line_reference":"PART I, LINE 2:"}},"ScheduleJ":{"compensation_arrangements":{"compensation_based_on_revenue_filing_org":false,"compensation_based_on_revenue_related_orgs":false,"compensation_based_on_net_earnings_filing_org":false,"compensation_based_on_net_earnings_related_orgs":false,"nonfixed_payments":false,"initial_contract_exception":false,"severance_payment":false,"supplemental_nonqualified_retirement_plan":false,"equity_based_compensation_arrangement":false},"compensation":[{"person_name":"WESLEY P LO","title":"TRUSTEE","base_compensation_filing_org":0,"bonus_filing_org":0,"bonus_related_orgs":0,"compensation_based_on_related_orgs":226358,"comp_report_prior_990_filing_org":0,"comp_report_prior_990_related_orgs":0,"deferred_compensation_filing_org":0,"deferred_compensation_related_orgs":0,"nontaxable_benefits_filing_org":0,"nontaxable_benefits_related_orgs":22379,"other_compensation_filing_org":0,"other_compensation_related_orgs":0,"total_compensation_filing_org":0,"total_compensation_related_orgs":248737,"name":"WESLEY P LO"},{"person_name":"KRISTEN SZABO","title":"CHIEF FINANCIAL OFFICER","base_compensation_filing_org":0,"bonus_filing_org":0,"bonus_related_orgs":0,"compensation_based_on_related_orgs":154932,"comp_report_prior_990_filing_org":0,"comp_report_prior_990_related_orgs":0,"deferred_compensation_filing_org":0,"deferred_compensation_related_orgs":0,"nontaxable_benefits_filing_org":0,"nontaxable_benefits_related_orgs":7460,"other_compensation_filing_org":0,"other_compensation_related_orgs":0,"total_compensation_filing_org":0,"total_compensation_related_orgs":162392,"name":"KRISTEN SZABO"}]},"ScheduleR":{"tax_exempt_organizations":[{"ein":990080460,"business_name_line1":"HALE MAKUA HEALTH SERVICES","primary_activities_text":"HEALTHCARE","exempt_code_section_text":"501(C)(3)","public_charity_status_text":"9","controlled_organization_indicator":false,"legal_domicile_state":"HI","address_line1":"472 KAULANA STREET","city":"KAHULUI","state":"HI","zip":"967322099","name":"HALE MAKUA HEALTH SERVICES","address":"472 KAULANA STREET, KAHULUI, HI, 967322099"}],"taxable_corporations_and_trusts":[{"ein":990298823,"business_name_line1":"CAREGIVERS MAUIINC (FKA HMHS CORP)","primary_activity":"HOLDING CO.","legal_domicile_state":"HI","address_line1":"472 KAULANA STREET","city":"KAHULUI","state":"HI","zip":"967322099","entity_type_text":"C","controlled_organization_indicator":false,"name":"CAREGIVERS MAUIINC (FKA HMHS CORP)","address":"472 KAULANA STREET, KAHULUI, HI, 967322099"}],"transaction_flags":{"dividends_from_related_organization_indicator":false,"gift_grant_or_capital_contribution_from_other_org":false,"gift_grant_or_capital_contribution_to_other_org":true,"loans_or_guarantees_from_other_org":false,"loans_or_guarantees_to_other_org":true,"performance_of_services_by_other_orgs":false,"performance_of_services_for_other_orgs":false,"sharing_of_facilities":false,"sharing_of_paid_employees":false,"reimbursement_paid_by_other_org":false,"reimbursement_paid_to_other_org":false,"rental_of_facilities_from_other_orgs":false,"rental_of_facilities_to_other_orgs":false,"purchase_of_assets_from_other_org":false,"sale_of_assets_to_other_org":false,"exchange_of_assets":false,"receipt_of_interest_annuities_rents_royalties":false,"other_transfer_from_other_org":false,"other_transfer_to_other_org":false},"transactions":[{"business_name_line1":"HALE MAKUA HEALTH SERVICES","amount_involved":331801,"method_of_amount_determination":"ACTUAL/CASH","transaction_type":"B","name":"HALE MAKUA HEALTH SERVICES"},{"business_name_line1":"CAREGIVERS MAUIINC (FKA HMHS CORP)","amount_involved":566202,"method_of_amount_determination":"ACTUAL/CASH","transaction_type":"D","name":"CAREGIVERS MAUIINC (FKA HMHS CORP)"}]},"source_xml":"201933159349304048_public.xml"},{"Organization":{"Hours":[0],"Total Compensation":[0],"Direct compensation":[0],"Other compensation":[0]},"Basic":{"mission":"Hale makua foundation manages all of hale makua foundation's investments and provides support to hale makua health services. The majority of hale makua health service residents are medicaid recipients, which is a federal program to aid the aged, blind, and disabled with medical assistance.","primary_activities":"509(a)(3) supporting contribution made to hale makua health services.","year":2022,"name":"HALE MAKUA FOUNDATION","phone":"8088772761","website":"WWW.HALEMAKUA.ORG","type":"990","principal_officer":"WESLEY P LO","year_formation":1992,"state_legal_domicile":"HI","total_volunteers":5,"tax_period_begin":"2022-01-01T00:00:00","tax_period_end":"2022-12-31T00:00:00","address":"45-181 WAIKALUA ROAD, KANEOHE, HI, 96744, USA","city":"KANEOHE","state":"HI","country":"USA","zip_code":"96744"},"Governance":{"501c3 determination":true,"Number of voting members":5,"Number of independent voting members":4,"Number of employees total":0,"Total Gross UBI":0,"Number of employees":0,"Prohibited tax shelter transactions":false,"Taxable party notification":false,"Funds to pay premiums":false,"Premiums Paid":false,"Family or business relationship":false,"Delegation of management duties":false,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":false,"Compensation process for other employees":false,"Changes to organizing documents":false,"Material diversion or misuse":false,"Members or stockholders":false,"Election of board members":false,"Decisions subject to approval":false,"Minutes of governing body":true,"Local chapters":false,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":false,"Independent audit financial statements":false,"Consolidated audit financial statements":true,"Accountant compile or review":false,"Financial statements audited by independent accountant":true,"Audit committee":true,"Federal grant audit required":false,"Audited financial statements consolidated":true,"Political activities":false,"Donor advised funds":false,"Conservation easements":false,"Collections of art":false,"School":false,"Hospital":false,"Foreign activities":false,"Foreign office":false,"Gaming":false,"Fundraising activities":false,"Professional fundraising":false,"Loan to officer or DQP":false,"Grant to related person":false,"Business relationship through family member":false,"Business relationship with organization":false,"Transfers to exempt non-charitable organization":false},"Revenues":{"value":86438,"Contributions":{"value":0},"Program revenue":{"value":0},"Investment income":{"value":86438,"Investment income total":86438},"Other revenues":{"value":0}},"Expenses":{"value":22797,"Grant expense":{"value":0},"Total professional fundraising expense":{"value":0},"Benefits paid to members":{"value":0},"Salaries":{"value":0},"Other expenses":{"value":22797,"Legal":576,"Accounting":1833,"Investment management fees":20383,"Office expenses":5},"Functional Expenses":{"Program Service Expenses":0,"Management And General Expenses":22797,"Fundraising Expenses":0}},"Assets":{"value":5304704,"Non-interest bearing cash":2359,"Savings and temp cash investments":500101,"Other net note and loans":566202,"Investments publicly traded":4236042},"Liabilities":{"value":4281,"Accounts payable, accrued":1932,"Other liabilities":2349},"Fund balance":{"value":5300423,"Net assets without donor restriction":4763418,"Net assets with donor restriction":537005},"Form990Details":{"program_service_accomplishments":[{"description":"509(A)(3) SUPPORTING CONTRIBUTION MADE TO HALE MAKUA HEALTH SERVICES."}],"functional_expense_allocations":{"legal_fees":{"management_and_general":576,"total":576},"accounting_fees":{"management_and_general":1833,"total":1833},"investment_management_fees":{"management_and_general":20383,"total":20383},"office_expenses":{"management_and_general":5,"total":5}},"tax_and_disclosure_flags":{"activities_conducted_through_partnership":false,"foreign_financial_account":false,"lobbying_activities":false,"deductible_non_cash_contributions":false,"deductible_contributions_of_art":false,"donor_restricted_or_quasi_endowments":true,"method_of_accounting_accrual":true,"schedule_o_part_vi":true,"schedule_o_part_xii":true},"principal_officer_detail":{"person_name":"WESLEY P LO"},"audit_financial_statement_detail":{"accountant_compile_or_review":false,"federal_grant_audit_required":false},"related_party_due_diligence":{"business_relationship_with_35_controlled_entity":false,"officer_mailing_address":false,"related_entity":true,"related_org_controlled_entity":false,"compensation_from_other_sources":false,"excess_benefit_transaction":false,"annual_disclosure_covered_persons":true},"grant_due_diligence":{"grants_to_organizations":false,"grants_to_individuals":false,"more_than_5000_to_organizations":false,"more_than_5000_to_individuals":false},"books_in_care_of_detail":{"person_name":"MICHELLE GRANSON","phone":"8087914486","address_line1":"45-181 WAIKALUA ROAD","city":"KANEOHE","state":"HI","zip":"96744"},"officers_directors_key_employees":[{"person_name":"JACK KULP","title":"VICE CHAIR","average_hours_per_week":1.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true,"officer":true,"name":"JACK KULP"},{"person_name":"WESLEY P LO","title":"CHIEF EXECUT","average_hours_per_week":1.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true,"officer":true,"name":"WESLEY P LO"},{"person_name":"GAYLE LONG","title":"CHAIRMAN OF","average_hours_per_week":2.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true,"officer":true,"name":"GAYLE LONG"},{"person_name":"JUDY MCCORKLE","title":"SECRETARY","average_hours_per_week":1.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true,"officer":true,"name":"JUDY MCCORKLE"},{"person_name":"GUY MURAOKA","title":"TREASURER","average_hours_per_week":1.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true,"officer":true,"name":"GUY MURAOKA"},{"person_name":"PAUL UEOKA","title":"TRUSTEE","average_hours_per_week":1.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true,"name":"PAUL UEOKA"},{"person_name":"SUANNE MORIKUNI","title":"CHIEF FINANC","average_hours_per_week":1.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"officer":true,"name":"SUANNE MORIKUNI"}]},"ScheduleA":{"public_charity_status":{"supporting_organization_509a3":true,"supporting_org_509a3_type1":true},"supported_organizations":{"total_supported_organizations":1,"supported_organizations_count":1,"other_support_sum":0,"rows":[{"ein":990080460,"organization_type":"10","support_amount":0,"other_support_amount":0,"governing_document_listed":true,"name":"HALE MAKUA HEALTH SERVICES"}]},"supporting_organization_tests":{"contribution_35_controlled":false,"contribution_controller":false,"contribution_family":false,"controlled_by_disqualified_person":false,"disqualified_person_controlling_interest":false,"disqualified_person_ownership_interest":false,"excess_business_holdings_rules":false,"listed_by_name_governing_doc":true,"loan_disqualified_person":false,"organization_change_supported_org":false,"payment_substantial_contributor":false,"support_non_supported_org":false,"supported_org_not_organized_us":false,"supported_org_section_c456":false,"supporting_org_no_irs_determination":false,"type1_operate_benefit_non_supported_org":false,"type1_power_appoint_majority":true}},"ScheduleB":{"attached":false,"required":false},"ScheduleD":{"endowment_funds":{"current_year":{"beginning_year_balance":537005,"end_year_balance":537005},"current_year_minus1":{"beginning_year_balance":535873,"investment_earnings_or_losses":1132,"end_year_balance":537005},"current_year_minus2":{"beginning_year_balance":538611,"investment_earnings_or_losses":-501,"other_expenditures":2237,"end_year_balance":535873},"current_year_minus3":{"beginning_year_balance":539521,"investment_earnings_or_losses":5891,"other_expenditures":6801,"end_year_balance":538611},"current_year_minus4":{"beginning_year_balance":539521,"investment_earnings_or_losses":6801,"other_expenditures":6801,"end_year_balance":539521},"permanent_endowment_eoy_percentage":0.9814,"term_endowment_eoy_percentage":0.0186,"held_by_unrelated_organizations":false,"held_by_related_organizations":false},"other_liabilities":{"liabilities":[{"description":"INTERCOMPANY PAYABLE TO HMHS","amount":2349}],"total_liability":2349,"footnote_text":true},"supplemental_information":[{"form_and_line_reference":"SCHEDULE D, PAGE 3, PART X","explanation":"US GAAP REQUIRES UNCERTAIN TAX POSITIONS TO BE RECOGNIZED IN THE CONSOLIDATED FINANCIAL STATEMENTS IF THEY ARE MORE LIKELY THAN NOT TO FAIL UPON REGULATORY EXAMINATION. MANAGEMENT HAS EVALUATED THE ORGANIZATION'S TAX POSITIONS AS OF DECEMBER 31, 2022 AND 2021, AND FOR THE YEARS THEN ENDED, BY REVIEWING THEIR INCOME TAX RETURNS AND CONFERRING WITH THEIR TAX ADVISORS, AND DETERMINED THAT THERE WERE NO UNCERTAIN TAX POSITIONS REQUIRED TO BE REPORTED IN ACCORDANCE WITH US GAAP. THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS IN PROGRESS FOR ANY OPEN TAX PERIODS."},{"form_and_line_reference":"SCHEDULE D, PAGE 4, PART XIII","explanation":"PART V, LINE 4: THE ENDOWMENT FUND REPRESENTS AMOUNTS HELD IN PERPETUITY WITH ALL INCOME EARNED TO BE USED FOR FINANCIAL ASSISTANCE TO THOSE PARTICIPATING IN HALE MAKUA HEALTH SERVICES' ADULT DAY HEALTH PROGRAM."}]},"ScheduleR":{"tax_exempt_organizations":[{"ein":990080460,"business_name_line1":"HALE MAKUA HEALTH SERVICES","primary_activities_text":"HEALTHCARE","exempt_code_section_text":"501C3","public_charity_status_text":"9","controlled_organization_indicator":false,"legal_domicile_state":"HI","direct_controlling_business_name_line1":"NA","address_line1":"45-181 WAIKALUA ROAD","city":"KANEOHE","state":"HI","zip":"96744","name":"HALE MAKUA HEALTH SERVICES","address":"45-181 WAIKALUA ROAD, KANEOHE, HI, 96744"}],"taxable_corporations_and_trusts":[{"ein":990298823,"business_name_line1":"CAREGIVERS MAUIINC (FKA HMHS CORP","primary_activity":"HOLDING CO","legal_domicile_state":"HI","direct_controlling_business_name_line1":"NA","address_line1":"45-181 WAIKALUA ROAD","city":"KANEOHE","state":"HI","zip":"96744","entity_type_text":"C CORP","controlled_organization_indicator":false,"name":"CAREGIVERS MAUIINC (FKA HMHS CORP","address":"45-181 WAIKALUA ROAD, KANEOHE, HI, 96744"}],"transaction_flags":{"dividends_from_related_organization_indicator":false,"gift_grant_or_capital_contribution_from_other_org":false,"gift_grant_or_capital_contribution_to_other_org":false,"loans_or_guarantees_from_other_org":false,"loans_or_guarantees_to_other_org":true,"performance_of_services_by_other_orgs":false,"performance_of_services_for_other_orgs":false,"sharing_of_facilities":false,"sharing_of_paid_employees":false,"reimbursement_paid_by_other_org":false,"reimbursement_paid_to_other_org":false,"rental_of_facilities_from_other_orgs":false,"rental_of_facilities_to_other_orgs":false,"purchase_of_assets_from_other_org":false,"sale_of_assets_to_other_org":false,"exchange_of_assets":false,"receipt_of_interest_annuities_rents_royalties":false,"other_transfer_from_other_org":false,"other_transfer_to_other_org":false},"transactions":[{"business_name_line1":"CAREGIVERS MAUIINC (FKA HMHS CORP","amount_involved":566202,"method_of_amount_determination":"ACTUAL/CASH","transaction_type":"D","name":"CAREGIVERS MAUIINC (FKA HMHS CORP"}]},"source_xml":"202313079349303501_public.xml"},{"Organization":{"Hours":[0],"Total Compensation":[0],"Direct compensation":[0],"Other compensation":[0]},"Basic":{"mission":"Hale makua foundation manages all of hale makua foundation's investments and provides support to hale makua health services. The majority of hale makua health service residents are medicaid recipients, which is a federal program to aid the aged, blind, and disabled with medical assistance.","primary_activities":"509(a)(3) supporting contribution made to hale makua health services.","year":2020,"name":"HALE MAKUA FOUNDATION","phone":"8088772761","website":"WWW.HALEMAKUA.ORG","type":"990","principal_officer":"WESLEY P LO","year_formation":1992,"state_legal_domicile":"HI","tax_period_begin":"2020-01-01T00:00:00","tax_period_end":"2020-12-31T00:00:00","address":"472 KAULANA STREET, KAHULUI, HI, 967322099, USA","city":"KAHULUI","state":"HI","country":"USA","zip_code":"967322099"},"Governance":{"501c3 determination":true,"Number of voting members":5,"Number of independent voting members":4,"Number of employees total":0,"Total Gross UBI":0,"Number of employees":0,"Prohibited tax shelter transactions":false,"Taxable party notification":false,"Funds to pay premiums":false,"Premiums Paid":false,"Family or business relationship":false,"Delegation of management duties":false,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":false,"Compensation process for other employees":false,"Changes to organizing documents":false,"Material diversion or misuse":false,"Members or stockholders":false,"Election of board members":false,"Decisions subject to approval":false,"Minutes of governing body":true,"Local chapters":false,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":false,"Independent audit financial statements":false,"Consolidated audit financial statements":true,"Accountant compile or review":false,"Financial statements audited by independent accountant":true,"Audit committee":true,"Federal grant audit required":false,"Audited financial statements consolidated":true,"Political activities":false,"Donor advised funds":false,"Conservation easements":false,"Collections of art":false,"School":false,"Hospital":false,"Foreign activities":false,"Foreign office":false,"Gaming":false,"Fundraising activities":false,"Professional fundraising":false,"Loan to officer or DQP":false,"Grant to related person":false,"Business relationship through family member":false,"Business relationship with organization":false,"Transfers to exempt non-charitable organization":false},"Revenues":{"value":138386,"Contributions":{"value":0},"Program revenue":{"value":0},"Investment income":{"value":138386,"Investment income total":14181,"Net investment gain":124205},"Other revenues":{"value":0}},"Expenses":{"value":23690,"Grant expense":{"value":13848,"Grants to domestic orgs":13848},"Total professional fundraising expense":{"value":0},"Benefits paid to members":{"value":0},"Salaries":{"value":0},"Other expenses":{"value":9842,"Investment management fees":9842},"Functional Expenses":{"Program Service Expenses":13848,"Management And General Expenses":9842,"Fundraising Expenses":0}},"Assets":{"value":5509455,"Non-interest bearing cash":2430,"Savings and temp cash investments":101,"Other net note and loans":566202,"Investments publicly traded":4940722},"Liabilities":{"value":1932,"Accounts payable, accrued":1932},"Fund balance":{"value":5507523,"Net assets without donor restriction":4971650,"Net assets with donor restriction":535873},"Form990Details":{"program_service_accomplishments":[{"description":"509(A)(3) SUPPORTING CONTRIBUTION MADE TO HALE MAKUA HEALTH SERVICES.","expense":13848,"grants":13848}],"functional_expense_allocations":{"investment_management_fees":{"management_and_general":9842,"total":9842}},"tax_and_disclosure_flags":{"activities_conducted_through_partnership":false,"foreign_financial_account":false,"lobbying_activities":false,"deductible_non_cash_contributions":false,"deductible_contributions_of_art":false,"donor_restricted_or_quasi_endowments":true,"method_of_accounting_accrual":true,"schedule_o_part_vi":true,"schedule_o_part_xii":true},"principal_officer_detail":{"person_name":"WESLEY P LO"},"audit_financial_statement_detail":{"accountant_compile_or_review":false,"federal_grant_audit_required":false},"related_party_due_diligence":{"business_relationship_with_35_controlled_entity":false,"officer_mailing_address":false,"related_entity":true,"related_org_controlled_entity":false,"compensation_from_other_sources":false,"excess_benefit_transaction":false,"annual_disclosure_covered_persons":true},"grant_due_diligence":{"grants_to_organizations":true,"grants_to_individuals":false,"more_than_5000_to_organizations":false,"more_than_5000_to_individuals":false},"books_in_care_of_detail":{"person_name":"KIRSTEN SZABO","phone":"8088772761","address_line1":"472 KAULANA STREET","city":"KAHULUI","state":"HI","zip":"967322099"},"officers_directors_key_employees":[{"person_name":"JACK KULP","title":"VICE CHAIR","average_hours_per_week":1.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true,"officer":true,"name":"JACK KULP"},{"person_name":"WESLEY P LO","title":"CHIEF EXECUT","average_hours_per_week":1.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true,"officer":true,"name":"WESLEY P LO"},{"person_name":"GAYLE LONG","title":"CHAIRMAN OF","average_hours_per_week":2.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true,"officer":true,"name":"GAYLE LONG"},{"person_name":"JUDY MCCORKLE","title":"SECRETARY","average_hours_per_week":1.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true,"officer":true,"name":"JUDY MCCORKLE"},{"person_name":"GUY MURAOKA","title":"TREASURER","average_hours_per_week":1.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true,"officer":true,"name":"GUY MURAOKA"},{"person_name":"PAUL UEOKA","title":"TRUSTEE","average_hours_per_week":1.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true,"name":"PAUL UEOKA"},{"person_name":"KRISTEN SZABO","title":"CHIEF FINANC","average_hours_per_week":1.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"officer":true,"name":"KRISTEN SZABO"}]},"ScheduleA":{"public_charity_status":{"supporting_organization_509a3":true,"supporting_org_509a3_type1":true},"supported_organizations":{"total_supported_organizations":1,"supported_organizations_count":1,"sum_of_amounts":13848,"other_support_sum":0,"rows":[{"ein":990080460,"organization_type":"10","support_amount":13848,"other_support_amount":0,"governing_document_listed":true,"name":"HALE MAKUA HEALTH SERVICES"}]},"supporting_organization_tests":{"contribution_35_controlled":false,"contribution_controller":false,"contribution_family":false,"controlled_by_disqualified_person":false,"disqualified_person_controlling_interest":false,"disqualified_person_ownership_interest":false,"excess_business_holdings_rules":false,"listed_by_name_governing_doc":true,"loan_disqualified_person":false,"organization_change_supported_org":false,"payment_substantial_contributor":false,"support_non_supported_org":false,"supported_org_not_organized_us":false,"supported_org_section_c456":false,"supporting_org_no_irs_determination":false,"type1_operate_benefit_non_supported_org":false,"type1_power_appoint_majority":true}},"ScheduleB":{"attached":false,"required":false},"ScheduleD":{"endowment_funds":{"current_year":{"beginning_year_balance":538611,"investment_earnings_or_losses":6801,"other_expenditures":6801,"end_year_balance":538611},"current_year_minus1":{"beginning_year_balance":539521,"investment_earnings_or_losses":5891,"other_expenditures":6801,"end_year_balance":538611},"current_year_minus2":{"beginning_year_balance":539521,"investment_earnings_or_losses":6801,"other_expenditures":6801,"end_year_balance":539521},"current_year_minus3":{"beginning_year_balance":532929,"investment_earnings_or_losses":6592,"end_year_balance":539521},"current_year_minus4":{"beginning_year_balance":530520,"investment_earnings_or_losses":6359,"other_expenditures":3950,"end_year_balance":532929},"permanent_endowment_eoy_percentage":0.9784,"term_endowment_eoy_percentage":0.0216,"held_by_unrelated_organizations":false,"held_by_related_organizations":false},"other_liabilities":{"footnote_text":true},"supplemental_information":[{"form_and_line_reference":"SCHEDULE D, PAGE 3, PART X","explanation":"US GAAP REQUIRES UNCERTAIN TAX POSITIONS TO BE RECOGNIZED IN THE CONSOLIDATED FINANCIAL STATEMENTS IF THEY ARE MORE LIKELY THAN NOT TO FAIL UPON REGULATORY EXAMINATION. MANAGEMENT HAS EVALUATED THE ORGANIZATIONS TAX POSITIONS AS OF DECEMBER 31, 2020 AND 2019, AND FOR THE YEARS THEN ENDED, BY REVIEWING THEIR INCOME TAX RETURNS AND CONFERRING WITH THEIR TAX ADVISORS, AND DETERMINED THAT THERE WERE NO UNCERTAIN TAX POSITIONS REQUIRED TO BE REPORTED IN ACCORDANCE WITH US GAAP. THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS IN PROGRESS FOR ANY OPEN TAX PERIODS."},{"form_and_line_reference":"SCHEDULE D, PAGE 4, PART XIII","explanation":"PART V, LINE 4: THE ENDOWMENT FUND REPRESENTS AMOUNTS HELD IN PERPETUITY WITH ALL INCOME EARNED TO BE USED FOR FINANCIAL ASSISTANCE TO THOSE PARTICIPATING IN HALE MAKUA HEALTH SERVICES' ADULT DAY HEALTH PROGRAM."}]},"ScheduleI":{"grant_records_maintained":true,"reported_domestic_org_grants":13848,"reported_domestic_org_grants_program_services":13848,"total_501c3_and_government_organizations":1,"grants":[{"ein":990080460,"irc_section":"501C3","cash":13848,"purpose":"SUPPORT OF PROGRAM S","valuation_method":"CASH","address_line1":"472 KAULANA STREET","city":"KAHULUI","state":"HI","zip":"967322099","name":"HALE MAKUA HEALTH SERVICES","address":"472 KAULANA STREET, KAHULUI, HI, 967322099"}],"total_domestic_grants":13848,"total_domestic_program_services":13848,"detail_org_grants_total":13848,"detail_domestic_grants_total":13848,"supplemental_information":[{"form_and_line_reference":"SCHEDULE I, PAGE 1, PART I, LINE 2","explanation":"AS A 509(A)(3) SUPPORTING ORGANIZATION, MONITORING USE OF GRANT FUNDS IS NOT REQUIRED BECAUSE GRANTS ARE ONLY MADE TO ITS SUPPORTED ORGANIZATION HALE MAKUA HEALTH SERVICES."}],"grant_monitoring":{"claims_monitoring_procedures":true,"requires_financial_reports":false,"requires_narrative_reports":false,"conducts_site_visits":false,"conducts_field_audits":false,"requires_grant_agreements":false,"may_suspend_future_funding":false,"may_require_repayment":false,"monitoring_description":"AS A 509(A)(3) SUPPORTING ORGANIZATION, MONITORING USE OF GRANT FUNDS IS NOT REQUIRED BECAUSE GRANTS ARE ONLY MADE TO ITS SUPPORTED ORGANIZATION HALE MAKUA HEALTH SERVICES.","form_and_line_reference":"SCHEDULE I, PAGE 1, PART I, LINE 2"}},"ScheduleR":{"tax_exempt_organizations":[{"ein":990080460,"business_name_line1":"HALE MAKUA HEALTH SERVICES","primary_activities_text":"HEALTHCARE","exempt_code_section_text":"501C3","public_charity_status_text":"9","controlled_organization_indicator":false,"legal_domicile_state":"HI","direct_controlling_business_name_line1":"NA","address_line1":"472 KAULANA STREET","city":"KAHULUI","state":"HI","zip":"967322099","name":"HALE MAKUA HEALTH SERVICES","address":"472 KAULANA STREET, KAHULUI, HI, 967322099"}],"taxable_corporations_and_trusts":[{"ein":990298823,"business_name_line1":"CAREGIVERS MAUIINC (FKA HMHS CORP","primary_activity":"HOLDING CO","legal_domicile_state":"HI","direct_controlling_business_name_line1":"NA","address_line1":"472 KAULANA STREET","city":"KAHULUI","state":"HI","zip":"967322099","entity_type_text":"C CORP","controlled_organization_indicator":false,"name":"CAREGIVERS MAUIINC (FKA HMHS CORP","address":"472 KAULANA STREET, KAHULUI, HI, 967322099"}],"transaction_flags":{"dividends_from_related_organization_indicator":false,"gift_grant_or_capital_contribution_from_other_org":false,"gift_grant_or_capital_contribution_to_other_org":true,"loans_or_guarantees_from_other_org":false,"loans_or_guarantees_to_other_org":true,"performance_of_services_by_other_orgs":false,"performance_of_services_for_other_orgs":false,"sharing_of_facilities":false,"sharing_of_paid_employees":false,"reimbursement_paid_by_other_org":false,"reimbursement_paid_to_other_org":false,"rental_of_facilities_from_other_orgs":false,"rental_of_facilities_to_other_orgs":false,"purchase_of_assets_from_other_org":false,"sale_of_assets_to_other_org":false,"exchange_of_assets":false,"receipt_of_interest_annuities_rents_royalties":false,"other_transfer_from_other_org":false,"other_transfer_to_other_org":false},"transactions":[{"business_name_line1":"HALE MAKUA HEALTH SERVICES","amount_involved":13848,"method_of_amount_determination":"ACTUAL/CASH","transaction_type":"B","name":"HALE MAKUA HEALTH SERVICES"},{"business_name_line1":"CAREGIVERS MAUIINC (FKA HMHS CORP","amount_involved":566202,"method_of_amount_determination":"ACTUAL/CASH","transaction_type":"D","name":"CAREGIVERS MAUIINC (FKA HMHS CORP"}]},"source_xml":"202113199349326561_public.xml"},{"Organization":{"Hours":[0],"Total Compensation":[0],"Direct compensation":[0],"Other compensation":[0]},"Basic":{"mission":"Hale makua foundation manages all of hale makua foundation's investments and provides support to hale makua health services. The majority of hale makua health service residents are medicaid recipients, which is a federal program to aid the aged, blind, and disabled with medical assistance.","primary_activities":"509(a)(3) supporting contribution made to hale makua health services.","year":2023,"name":"HALE MAKUA FOUNDATION","phone":"8088772761","website":"WWW.HALEMAKUA.ORG","type":"990","principal_officer":"WESLEY P LO","year_formation":1992,"state_legal_domicile":"HI","total_volunteers":4,"tax_period_begin":"2023-01-01T00:00:00","tax_period_end":"2023-12-31T00:00:00","address":"45-181 WAIKALUA ROAD, KANEOHE, HI, 96744, USA","city":"KANEOHE","state":"HI","country":"USA","zip_code":"96744"},"Governance":{"501c3 determination":true,"Number of voting members":4,"Number of independent voting members":3,"Number of employees total":0,"Total Gross UBI":0,"Number of employees":0,"Prohibited tax shelter transactions":false,"Taxable party notification":false,"Funds to pay premiums":false,"Premiums Paid":false,"Family or business relationship":false,"Delegation of management duties":false,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":false,"Compensation process for other employees":false,"Changes to organizing documents":false,"Material diversion or misuse":false,"Members or stockholders":false,"Election of board members":false,"Decisions subject to approval":false,"Minutes of governing body":true,"Local chapters":false,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":false,"Independent audit financial statements":false,"Consolidated audit financial statements":true,"Accountant compile or review":false,"Financial statements audited by independent accountant":true,"Audit committee":true,"Federal grant audit required":false,"Audited financial statements consolidated":true,"Political activities":false,"Donor advised funds":false,"Conservation easements":false,"Collections of art":false,"School":false,"Hospital":false,"Foreign activities":false,"Foreign office":false,"Gaming":false,"Fundraising activities":false,"Professional fundraising":false,"Loan to officer or DQP":false,"Grant to related person":false,"Business relationship through family member":false,"Business relationship with organization":false,"Transfers to exempt non-charitable organization":false},"Revenues":{"value":223884,"Contributions":{"value":30000,"Other contributions":30000},"Program revenue":{"value":0},"Investment income":{"value":193884,"Investment income total":193884},"Other revenues":{"value":0}},"Expenses":{"value":593785,"Grant expense":{"value":0},"Total professional fundraising expense":{"value":0},"Benefits paid to members":{"value":0},"Salaries":{"value":0},"Other expenses":{"value":593785,"Legal":1687,"Investment management fees":25872,"Itemized Expenses":{"value":566226,"BAD DEBT":566202,"BANK SERVICE CHARGE":24}},"Functional Expenses":{"Program Service Expenses":0,"Management And General Expenses":593785,"Fundraising Expenses":0}},"Assets":{"value":4971971,"Non-interest bearing cash":32436,"Savings and temp cash investments":500101,"Other net note and loans":2241,"Investments publicly traded":4437193},"Liabilities":{"value":1932,"Accounts payable, accrued":1932},"Fund balance":{"value":4970039,"Net assets without donor restriction":4433034,"Net assets with donor restriction":537005},"Form990Details":{"program_service_accomplishments":[{"description":"509(A)(3) SUPPORTING CONTRIBUTION MADE TO HALE MAKUA HEALTH SERVICES."}],"functional_expense_allocations":{"legal_fees":{"management_and_general":1687,"total":1687},"investment_management_fees":{"management_and_general":25872,"total":25872}},"tax_and_disclosure_flags":{"activities_conducted_through_partnership":false,"foreign_financial_account":false,"lobbying_activities":false,"deductible_non_cash_contributions":false,"deductible_contributions_of_art":false,"donor_restricted_or_quasi_endowments":true,"method_of_accounting_accrual":true,"schedule_o_part_vi":true,"schedule_o_part_xii":true},"principal_officer_detail":{"person_name":"WESLEY P LO"},"audit_financial_statement_detail":{"accountant_compile_or_review":false,"federal_grant_audit_required":false},"related_party_due_diligence":{"business_relationship_with_35_controlled_entity":false,"officer_mailing_address":false,"related_entity":true,"related_org_controlled_entity":false,"compensation_from_other_sources":false,"excess_benefit_transaction":false,"annual_disclosure_covered_persons":true},"grant_due_diligence":{"grants_to_organizations":false,"grants_to_individuals":false,"more_than_5000_to_organizations":false,"more_than_5000_to_individuals":false},"books_in_care_of_detail":{"person_name":"KEONE KAPISI","phone":"8087914486","address_line1":"45-181 WAIKALUA ROAD","city":"KANEOHE","state":"HI","zip":"96744"},"officers_directors_key_employees":[{"person_name":"GREG KNUE","title":"TREASURER/SE","average_hours_per_week":1.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true,"officer":true,"name":"GREG KNUE"},{"person_name":"WESLEY P LO","title":"C.E.O.","average_hours_per_week":1.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true,"officer":true,"name":"WESLEY P LO"},{"person_name":"MARVIN MONIZ","title":"CHAIRMAN OF","average_hours_per_week":2.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true,"officer":true,"name":"MARVIN MONIZ"},{"person_name":"ALAN NAKAMOTO","title":"VICE CHAIR","average_hours_per_week":1.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true,"officer":true,"name":"ALAN NAKAMOTO"},{"person_name":"PAUL UEOKA","title":"TRUSTEE","average_hours_per_week":1.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true,"name":"PAUL UEOKA"},{"person_name":"SUANNE MORIKUNI","title":"C.F.O.","average_hours_per_week":1.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"officer":true,"name":"SUANNE MORIKUNI"}]},"ScheduleA":{"public_charity_status":{"supporting_organization_509a3":true,"supporting_org_509a3_type1":true},"supported_organizations":{"total_supported_organizations":1,"supported_organizations_count":1,"other_support_sum":0,"rows":[{"ein":990080460,"organization_type":"10","support_amount":0,"other_support_amount":0,"governing_document_listed":true,"name":"HALE MAKUA HEALTH SERVICES"}]},"supporting_organization_tests":{"contribution_35_controlled":false,"contribution_controller":false,"contribution_family":false,"controlled_by_disqualified_person":false,"disqualified_person_controlling_interest":false,"disqualified_person_ownership_interest":false,"excess_business_holdings_rules":false,"listed_by_name_governing_doc":true,"loan_disqualified_person":false,"organization_change_supported_org":false,"payment_substantial_contributor":false,"support_non_supported_org":false,"supported_org_not_organized_us":false,"supported_org_section_c456":false,"supporting_org_no_irs_determination":false,"type1_operate_benefit_non_supported_org":false,"type1_power_appoint_majority":true}},"ScheduleB":{"attached":true,"required":true},"ScheduleD":{"endowment_funds":{"current_year":{"beginning_year_balance":537005,"end_year_balance":537005},"current_year_minus1":{"beginning_year_balance":537005,"end_year_balance":537005},"current_year_minus2":{"beginning_year_balance":535873,"investment_earnings_or_losses":1132,"end_year_balance":537005},"current_year_minus3":{"beginning_year_balance":538611,"investment_earnings_or_losses":-501,"other_expenditures":2237,"end_year_balance":535873},"current_year_minus4":{"beginning_year_balance":539521,"investment_earnings_or_losses":5891,"other_expenditures":6801,"end_year_balance":538611},"permanent_endowment_eoy_percentage":0.9814,"term_endowment_eoy_percentage":0.0186,"held_by_unrelated_organizations":false,"held_by_related_organizations":false},"other_liabilities":{"footnote_text":true},"supplemental_information":[{"form_and_line_reference":"SCHEDULE D, PAGE 3, PART X","explanation":"US GAAP REQUIRES UNCERTAIN TAX POSITIONS TO BE RECOGNIZED IN THE CONSOLIDATED FINANCIAL STATEMENTS IF THEY ARE MORE LIKELY THAN NOT TO FAIL UPON REGULATORY EXAMINATION. MANAGEMENT HAS EVALUATED THE ORGANIZATION'S TAX POSITIONS AS OF DECEMBER 31, 2023 AND 2022, AND FOR THE YEARS THEN ENDED, BY REVIEWING THEIR INCOME TAX RETURNS AND CONFERRING WITH THEIR TAX ADVISORS, AND DETERMINED THAT THERE WERE NO UNCERTAIN TAX POSITIONS REQUIRED TO BE REPORTED IN ACCORDANCE WITH US GAAP. THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS IN PROGRESS FOR ANY OPEN TAX PERIODS. TAX YEARS FROM 2020 ARE OPEN FOR FEDERAL INCOME TAX EXAMINATION."},{"form_and_line_reference":"SCHEDULE D, PAGE 4, PART XIII","explanation":"PART V, LINE 4: THE ENDOWMENT FUND REPRESENTS AMOUNTS HELD IN PERPETUITY WITH ALL INCOME EARNED TO BE USED FOR FINANCIAL ASSISTANCE TO THOSE PARTICIPATING IN HALE MAKUA HEALTH SERVICES' ADULT DAY HEALTH PROGRAM."}]},"ScheduleR":{"tax_exempt_organizations":[{"ein":990080460,"business_name_line1":"HALE MAKUA HEALTH SERVICES","primary_activities_text":"HEALTHCARE","exempt_code_section_text":"501C3","public_charity_status_text":"9","controlled_organization_indicator":false,"legal_domicile_state":"HI","direct_controlling_business_name_line1":"NA","address_line1":"45-181 WAIKALUA ROAD","city":"KANEOHE","state":"HI","zip":"96744","name":"HALE MAKUA HEALTH SERVICES","address":"45-181 WAIKALUA ROAD, KANEOHE, HI, 96744"}],"taxable_corporations_and_trusts":[{"ein":990298823,"business_name_line1":"CAREGIVERS MAUIINC (FKA HMHS CORP","primary_activity":"HOLDING CO","legal_domicile_state":"HI","direct_controlling_business_name_line1":"NA","address_line1":"45-181 WAIKALUA ROAD","city":"KANEOHE","state":"HI","zip":"96744","entity_type_text":"C CORP","controlled_organization_indicator":false,"name":"CAREGIVERS MAUIINC (FKA HMHS CORP","address":"45-181 WAIKALUA ROAD, KANEOHE, HI, 96744"}],"transaction_flags":{"dividends_from_related_organization_indicator":false,"gift_grant_or_capital_contribution_from_other_org":false,"gift_grant_or_capital_contribution_to_other_org":false,"loans_or_guarantees_from_other_org":false,"loans_or_guarantees_to_other_org":true,"performance_of_services_by_other_orgs":false,"performance_of_services_for_other_orgs":false,"sharing_of_facilities":false,"sharing_of_paid_employees":false,"reimbursement_paid_by_other_org":false,"reimbursement_paid_to_other_org":false,"rental_of_facilities_from_other_orgs":false,"rental_of_facilities_to_other_orgs":false,"purchase_of_assets_from_other_org":false,"sale_of_assets_to_other_org":false,"exchange_of_assets":false,"receipt_of_interest_annuities_rents_royalties":false,"other_transfer_from_other_org":false,"other_transfer_to_other_org":true},"transactions":[{"business_name_line1":"CAREGIVERS MAUIINC (FKA HMHS CORP","amount_involved":566202,"method_of_amount_determination":"ACTUAL/CASH","transaction_type":"D","name":"CAREGIVERS MAUIINC (FKA HMHS CORP"},{"business_name_line1":"CAREGIVERS MAUIINC (FKA HMHS CORP","amount_involved":566202,"method_of_amount_determination":"ACTUAL/CASH","transaction_type":"R","name":"CAREGIVERS MAUIINC (FKA HMHS CORP"}],"supplemental_information":[{"form_and_line_reference":"SCHEDULE R","explanation":"SCHEDULE R (FORM 990), PART V, LINE 2, ITEM 2: HALE MAKUA FOUNDATION ON NOVEMBER 1, 2023, WROTE-OFF A 566,201.62 LOAN RECEIVABLE FROM CAREGIVERS MAUI, INC."}]},"source_xml":"202423129349303632_public.xml"},{"Organization":{"Hours":[0],"Total Compensation":[0],"Direct compensation":[0],"Other compensation":[0]},"Basic":{"mission":"Hale makua foundation manages all of hale makua foundation's investments and provides support to hale makua health services. The majority of hale makua health service residents are medicaid recipients, which is a federal program to aid the aged, blind, and disabled with medical assistance.","primary_activities":"509(a)(3) supporting contribution made to hale makua health services.","year":2024,"name":"HALE MAKUA FOUNDATION","phone":"8088772761","website":"WWW.HALEMAKUA.ORG","type":"990","principal_officer":"WESLEY P LO","year_formation":1992,"state_legal_domicile":"HI","total_volunteers":4,"tax_period_begin":"2024-01-01T00:00:00","tax_period_end":"2024-12-31T00:00:00","address":"45-181 WAIKALUA ROAD, KANEOHE, HI, 96744, USA","city":"KANEOHE","state":"HI","country":"USA","zip_code":"96744"},"Governance":{"501c3 determination":true,"Number of voting members":4,"Number of independent voting members":3,"Number of employees total":0,"Total Gross UBI":0,"Number of employees":0,"Prohibited tax shelter transactions":false,"Taxable party notification":false,"Funds to pay premiums":false,"Premiums Paid":false,"Family or business relationship":false,"Delegation of management duties":false,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":false,"Compensation process for other employees":false,"Changes to organizing documents":false,"Material diversion or misuse":false,"Members or stockholders":false,"Election of board members":false,"Decisions subject to approval":false,"Minutes of governing body":true,"Local chapters":false,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":false,"Independent audit financial statements":false,"Consolidated audit financial statements":true,"Accountant compile or review":false,"Financial statements audited by independent accountant":true,"Audit committee":true,"Federal grant audit required":false,"Audited financial statements consolidated":true,"Political activities":false,"Donor advised funds":false,"Conservation easements":false,"Collections of art":false,"School":false,"Hospital":false,"Foreign activities":false,"Foreign office":false,"Gaming":false,"Fundraising activities":false,"Professional fundraising":false,"Loan to officer or DQP":false,"Grant to related person":false,"Business relationship through family member":false,"Business relationship with organization":false,"Transfers to exempt non-charitable organization":false},"Revenues":{"value":-158330,"Contributions":{"value":0},"Program revenue":{"value":0},"Investment income":{"value":-158330,"Investment income total":133274,"Net investment gain":-291604},"Other revenues":{"value":0}},"Expenses":{"value":12754,"Grant expense":{"value":0},"Total professional fundraising expense":{"value":0},"Benefits paid to members":{"value":0},"Salaries":{"value":0},"Other expenses":{"value":12754,"Legal":1450,"Accounting":1989,"Investment management fees":9179,"Itemized Expenses":{"value":136,"GENERAL EXCISE TAX":68,"PENALTIES":39,"BANK SERVICE CHARGE":25,"LICENSES/PERMITS":4}},"Functional Expenses":{"Program Service Expenses":0,"Management And General Expenses":12754,"Fundraising Expenses":0}},"Assets":{"value":9090,"Investments publicly traded":9090},"Liabilities":{"value":0},"Fund balance":{"value":9090,"Net assets without donor restriction":9090},"Form990Details":{"program_service_accomplishments":[{"description":"509(A)(3) SUPPORTING CONTRIBUTION MADE TO HALE MAKUA HEALTH SERVICES."}],"functional_expense_allocations":{"legal_fees":{"management_and_general":1450,"total":1450},"accounting_fees":{"management_and_general":1989,"total":1989},"investment_management_fees":{"management_and_general":9179,"total":9179}},"tax_and_disclosure_flags":{"activities_conducted_through_partnership":false,"foreign_financial_account":false,"lobbying_activities":false,"deductible_non_cash_contributions":false,"deductible_contributions_of_art":false,"donor_restricted_or_quasi_endowments":true,"method_of_accounting_accrual":true,"schedule_o_part_vi":true,"schedule_o_part_xi":true,"schedule_o_part_xii":true},"principal_officer_detail":{"person_name":"WESLEY P LO"},"audit_financial_statement_detail":{"accountant_compile_or_review":false,"federal_grant_audit_required":false},"related_party_due_diligence":{"business_relationship_with_35_controlled_entity":false,"officer_mailing_address":false,"related_entity":true,"related_org_controlled_entity":false,"compensation_from_other_sources":false,"excess_benefit_transaction":false,"annual_disclosure_covered_persons":true},"grant_due_diligence":{"grants_to_organizations":false,"grants_to_individuals":false,"more_than_5000_to_organizations":false,"more_than_5000_to_individuals":false},"books_in_care_of_detail":{"person_name":"KEONE KAPISI","phone":"8087914486","address_line1":"45-181 WAIKALUA ROAD","city":"KANEOHE","state":"HI","zip":"96744"},"officers_directors_key_employees":[{"person_name":"GREG KNUE","title":"TREASURER/SE","average_hours_per_week":1.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true,"officer":true,"name":"GREG KNUE"},{"person_name":"WESLEY P LO","title":"C.E.O.","average_hours_per_week":1.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true,"officer":true,"name":"WESLEY P LO"},{"person_name":"MARVIN MONIZ","title":"CHAIRMAN OF","average_hours_per_week":2.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true,"officer":true,"name":"MARVIN MONIZ"},{"person_name":"ALAN NAKAMOTO","title":"VICE CHAIR","average_hours_per_week":1.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true,"officer":true,"name":"ALAN NAKAMOTO"},{"person_name":"SUANNE MORIKUNI","title":"C.F.O.","average_hours_per_week":1.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"officer":true,"name":"SUANNE MORIKUNI"}]},"ScheduleA":{"public_charity_status":{"supporting_organization_509a3":true,"supporting_org_509a3_type1":true},"supported_organizations":{"total_supported_organizations":1,"supported_organizations_count":1,"other_support_sum":0,"rows":[{"ein":990080460,"organization_type":"10","support_amount":0,"other_support_amount":0,"governing_document_listed":true,"name":"HALE MAKUA HEALTH SERVICES"}]},"supporting_organization_tests":{"contribution_35_controlled":false,"contribution_controller":false,"contribution_family":false,"controlled_by_disqualified_person":false,"disqualified_person_controlling_interest":false,"disqualified_person_ownership_interest":false,"excess_business_holdings_rules":false,"listed_by_name_governing_doc":true,"loan_disqualified_person":false,"organization_change_supported_org":false,"payment_substantial_contributor":false,"support_non_supported_org":false,"supported_org_not_organized_us":false,"supported_org_section_c456":false,"supporting_org_no_irs_determination":false,"type1_operate_benefit_non_supported_org":false,"type1_power_appoint_majority":true}},"ScheduleB":{"attached":false,"required":false},"ScheduleD":{"endowment_funds":{"current_year":{"beginning_year_balance":537005,"contributions":3000000,"other_expenditures":510005,"end_year_balance":3027000},"current_year_minus1":{"beginning_year_balance":537005,"end_year_balance":537005},"current_year_minus2":{"beginning_year_balance":537005,"end_year_balance":537005},"current_year_minus3":{"beginning_year_balance":535873,"investment_earnings_or_losses":1132,"end_year_balance":537005},"current_year_minus4":{"beginning_year_balance":538611,"investment_earnings_or_losses":-501,"other_expenditures":2237,"end_year_balance":535873},"board_designated_eoy_percentage":0.991,"permanent_endowment_eoy_percentage":0.009,"held_by_unrelated_organizations":false,"held_by_related_organizations":true,"related_organizations_listed_schedule_r":true},"other_liabilities":{"footnote_text":true},"supplemental_information":[{"form_and_line_reference":"SCHEDULE D, PAGE 3, PART X","explanation":"US GAAP REQUIRES UNCERTAIN TAX POSITIONS TO BE RECOGNIZED IN THE CONSOLIDATED FINANCIAL STATEMENTS IF THEY ARE MORE LIKELY THAN NOT TO FAIL UPON REGULATORY EXAMINATION. MANAGEMENT HAS EVALUATED THE ORGANIZATION'S TAX POSITIONS AS OF DECEMBER 31, 2024 AND 2023, AND FOR THE YEARS THEN ENDED, BY REVIEWING THEIR INCOME TAX RETURNS AND CONFERRING WITH THEIR TAX ADVISORS, AND DETERMINED THAT THERE WERE NO UNCERTAIN TAX POSITIONS REQUIRED TO BE REPORTED IN ACCORDANCE WITH US GAAP. THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS IN PROGRESS FOR ANY OPEN TAX PERIODS. TAX YEARS FROM 2021 ARE OPEN FOR FEDERAL INCOME TAX EXAMINATION."},{"form_and_line_reference":"SCHEDULE D, PAGE 4, PART XIII","explanation":"PART V, LINE 4: THE ENDOWMENT FUND REPRESENTS AMOUNTS HELD IN PERPETUITY WITH ALL INCOME EARNED TO BE USED FOR FINANCIAL ASSISTANCE TO THOSE PARTICIPATING IN HALE MAKUA HEALTH SERVICES' ADULT DAY HEALTH PROGRAM. IN 2024, THE BOARD OF TRUSTEES DESIGNATED 3,000,000 OF NET ASSETS WITHOUT DONOR RESTRICTIONS FOR THE PURPOSE OF FUTURE CAPITAL PROJECTS."}]},"ScheduleN":{"successor_relationships":{"director_of_successor":false,"employee_of_successor":false,"owner_of_successor":false,"received_compensation":false},"dispositions":[{"business_name_line1":"HALE MAKUA HEALTH SERVICES","ein":990080460,"irc_section":"501C3","distribution_date":"2024-09-11T00:00:00","description":"INVESTMENTS","fair_market_value":4542026,"method_of_fmv_determination":"ACTUAL","address_line1":"45-181 WAIKALUA ROAD","city":"KANEOHE","state":"HI","zip":"96744","name":"HALE MAKUA HEALTH SERVICES","address":"45-181 WAIKALUA ROAD, KANEOHE, HI, 96744"},{"business_name_line1":"HALE MAKUA HEALTH SERVICES","ein":990080460,"irc_section":"501C3","distribution_date":"2024-12-31T00:00:00","description":"CASH","fair_market_value":551382,"method_of_fmv_determination":"ACTUAL","address_line1":"45-181 WAIKALUA ROAD","city":"KANEOHE","state":"HI","zip":"96744","name":"HALE MAKUA HEALTH SERVICES","address":"45-181 WAIKALUA ROAD, KANEOHE, HI, 96744"}],"supplemental_information":[{"form_and_line_reference":"SCHEDULE N","explanation":"SCHEDULE N (FORM 990), PART II, LINE 1, COLUMN A: 4,531,264.0300 SHARES OF INVESCO STIT TREASURY INSTITUTIONAL-PRI FUND"}]},"ScheduleR":{"tax_exempt_organizations":[{"ein":990080460,"business_name_line1":"HALE MAKUA HEALTH SERVICES","primary_activities_text":"HEALTHCARE","exempt_code_section_text":"501C3","public_charity_status_text":"9","controlled_organization_indicator":false,"legal_domicile_state":"HI","direct_controlling_business_name_line1":"NA","address_line1":"45-181 WAIKALUA ROAD","city":"KANEOHE","state":"HI","zip":"96744","name":"HALE MAKUA HEALTH SERVICES","address":"45-181 WAIKALUA ROAD, KANEOHE, HI, 96744"}],"taxable_corporations_and_trusts":[{"ein":990298823,"business_name_line1":"CAREGIVERS MAUIINC (FKA HMHS CORP","primary_activity":"HOLDING CO","legal_domicile_state":"HI","direct_controlling_business_name_line1":"NA","address_line1":"45-181 WAIKALUA ROAD","city":"KANEOHE","state":"HI","zip":"96744","entity_type_text":"C CORP","controlled_organization_indicator":false,"name":"CAREGIVERS MAUIINC (FKA HMHS CORP","address":"45-181 WAIKALUA ROAD, KANEOHE, HI, 96744"}],"transaction_flags":{"dividends_from_related_organization_indicator":false,"gift_grant_or_capital_contribution_from_other_org":false,"gift_grant_or_capital_contribution_to_other_org":false,"loans_or_guarantees_from_other_org":false,"loans_or_guarantees_to_other_org":false,"performance_of_services_by_other_orgs":false,"performance_of_services_for_other_orgs":false,"sharing_of_facilities":false,"sharing_of_paid_employees":false,"reimbursement_paid_by_other_org":false,"reimbursement_paid_to_other_org":false,"rental_of_facilities_from_other_orgs":false,"rental_of_facilities_to_other_orgs":false,"purchase_of_assets_from_other_org":false,"sale_of_assets_to_other_org":false,"exchange_of_assets":false,"receipt_of_interest_annuities_rents_royalties":false,"other_transfer_from_other_org":false,"other_transfer_to_other_org":true},"transactions":[{"business_name_line1":"HALE MAKUA HEALTH SERVICES","amount_involved":5093408,"method_of_amount_determination":"ACTUAL","transaction_type":"R","name":"HALE MAKUA HEALTH SERVICES"}],"supplemental_information":[{"form_and_line_reference":"SCHEDULE R","explanation":"SCHEDULE R (FORM 990), PART V, LINE 2, ITEM 1: SUBSTANTIALLY ALL OF THE ASSETS OF HALE MAKUA FOUNDATION WERE TRANSFERRED TO HALE MAKUA HEALTH SERVICES IN PREPARATION FOR THE WIND-DOWN OF HALE MAKUA FOUNDATION'S OPERATIONS."}]},"source_xml":"202513159349306666_public.xml"}],"Latest":{"Organization":{"Hours":[0],"Total Compensation":[0],"Direct compensation":[0],"Other compensation":[0]},"Basic":{"mission":"Hale makua foundation manages all of hale makua foundation's investments and provides support to hale makua health services. The majority of hale makua health service residents are medicaid recipients, which is a federal program to aid the aged, blind, and disabled with medical assistance.","primary_activities":"509(a)(3) supporting contribution made to hale makua health services.","year":2024,"name":"HALE MAKUA FOUNDATION","phone":"8088772761","website":"WWW.HALEMAKUA.ORG","type":"990","principal_officer":"WESLEY P LO","year_formation":1992,"state_legal_domicile":"HI","total_volunteers":4,"tax_period_begin":"2024-01-01T00:00:00","tax_period_end":"2024-12-31T00:00:00","address":"45-181 WAIKALUA ROAD, KANEOHE, HI, 96744, USA","city":"KANEOHE","state":"HI","country":"USA","zip_code":"96744"},"Governance":{"501c3 determination":true,"Number of voting members":4,"Number of independent voting members":3,"Number of employees total":0,"Total Gross UBI":0,"Number of employees":0,"Prohibited tax shelter transactions":false,"Taxable party notification":false,"Funds to pay premiums":false,"Premiums Paid":false,"Family or business relationship":false,"Delegation of management duties":false,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":false,"Compensation process for other employees":false,"Changes to organizing documents":false,"Material diversion or misuse":false,"Members or stockholders":false,"Election of board members":false,"Decisions subject to approval":false,"Minutes of governing body":true,"Local chapters":false,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":false,"Independent audit financial statements":false,"Consolidated audit financial statements":true,"Accountant compile or review":false,"Financial statements audited by independent accountant":true,"Audit committee":true,"Federal grant audit required":false,"Audited financial statements consolidated":true,"Political activities":false,"Donor advised funds":false,"Conservation easements":false,"Collections of art":false,"School":false,"Hospital":false,"Foreign activities":false,"Foreign office":false,"Gaming":false,"Fundraising activities":false,"Professional fundraising":false,"Loan to officer or DQP":false,"Grant to related person":false,"Business relationship through family member":false,"Business relationship with organization":false,"Transfers to exempt non-charitable organization":false},"Revenues":{"value":-158330,"Contributions":{"value":0},"Program revenue":{"value":0},"Investment income":{"value":-158330,"Investment income total":133274,"Net investment gain":-291604},"Other revenues":{"value":0}},"Expenses":{"value":12754,"Grant expense":{"value":0},"Total professional fundraising expense":{"value":0},"Benefits paid to members":{"value":0},"Salaries":{"value":0},"Other expenses":{"value":12754,"Legal":1450,"Accounting":1989,"Investment management fees":9179,"Itemized Expenses":{"value":136,"GENERAL EXCISE TAX":68,"PENALTIES":39,"BANK SERVICE CHARGE":25,"LICENSES/PERMITS":4}},"Functional Expenses":{"Program Service Expenses":0,"Management And General Expenses":12754,"Fundraising Expenses":0}},"Assets":{"value":9090,"Investments publicly traded":9090},"Liabilities":{"value":0},"Fund balance":{"value":9090,"Net assets without donor restriction":9090},"Form990Details":{"program_service_accomplishments":[{"description":"509(A)(3) SUPPORTING CONTRIBUTION MADE TO HALE MAKUA HEALTH SERVICES."}],"functional_expense_allocations":{"legal_fees":{"management_and_general":1450,"total":1450},"accounting_fees":{"management_and_general":1989,"total":1989},"investment_management_fees":{"management_and_general":9179,"total":9179}},"tax_and_disclosure_flags":{"activities_conducted_through_partnership":false,"foreign_financial_account":false,"lobbying_activities":false,"deductible_non_cash_contributions":false,"deductible_contributions_of_art":false,"donor_restricted_or_quasi_endowments":true,"method_of_accounting_accrual":true,"schedule_o_part_vi":true,"schedule_o_part_xi":true,"schedule_o_part_xii":true},"principal_officer_detail":{"person_name":"WESLEY P LO"},"audit_financial_statement_detail":{"accountant_compile_or_review":false,"federal_grant_audit_required":false},"related_party_due_diligence":{"business_relationship_with_35_controlled_entity":false,"officer_mailing_address":false,"related_entity":true,"related_org_controlled_entity":false,"compensation_from_other_sources":false,"excess_benefit_transaction":false,"annual_disclosure_covered_persons":true},"grant_due_diligence":{"grants_to_organizations":false,"grants_to_individuals":false,"more_than_5000_to_organizations":false,"more_than_5000_to_individuals":false},"books_in_care_of_detail":{"person_name":"KEONE KAPISI","phone":"8087914486","address_line1":"45-181 WAIKALUA ROAD","city":"KANEOHE","state":"HI","zip":"96744"},"officers_directors_key_employees":[{"person_name":"GREG KNUE","title":"TREASURER/SE","average_hours_per_week":1.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true,"officer":true,"name":"GREG KNUE"},{"person_name":"WESLEY P LO","title":"C.E.O.","average_hours_per_week":1.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true,"officer":true,"name":"WESLEY P LO"},{"person_name":"MARVIN MONIZ","title":"CHAIRMAN OF","average_hours_per_week":2.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true,"officer":true,"name":"MARVIN MONIZ"},{"person_name":"ALAN NAKAMOTO","title":"VICE CHAIR","average_hours_per_week":1.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true,"officer":true,"name":"ALAN NAKAMOTO"},{"person_name":"SUANNE MORIKUNI","title":"C.F.O.","average_hours_per_week":1.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"officer":true,"name":"SUANNE MORIKUNI"}]},"ScheduleA":{"public_charity_status":{"supporting_organization_509a3":true,"supporting_org_509a3_type1":true},"supported_organizations":{"total_supported_organizations":1,"supported_organizations_count":1,"other_support_sum":0,"rows":[{"ein":990080460,"organization_type":"10","support_amount":0,"other_support_amount":0,"governing_document_listed":true,"name":"HALE MAKUA HEALTH SERVICES"}]},"supporting_organization_tests":{"contribution_35_controlled":false,"contribution_controller":false,"contribution_family":false,"controlled_by_disqualified_person":false,"disqualified_person_controlling_interest":false,"disqualified_person_ownership_interest":false,"excess_business_holdings_rules":false,"listed_by_name_governing_doc":true,"loan_disqualified_person":false,"organization_change_supported_org":false,"payment_substantial_contributor":false,"support_non_supported_org":false,"supported_org_not_organized_us":false,"supported_org_section_c456":false,"supporting_org_no_irs_determination":false,"type1_operate_benefit_non_supported_org":false,"type1_power_appoint_majority":true}},"ScheduleB":{"attached":false,"required":false},"ScheduleD":{"endowment_funds":{"current_year":{"beginning_year_balance":537005,"contributions":3000000,"other_expenditures":510005,"end_year_balance":3027000},"current_year_minus1":{"beginning_year_balance":537005,"end_year_balance":537005},"current_year_minus2":{"beginning_year_balance":537005,"end_year_balance":537005},"current_year_minus3":{"beginning_year_balance":535873,"investment_earnings_or_losses":1132,"end_year_balance":537005},"current_year_minus4":{"beginning_year_balance":538611,"investment_earnings_or_losses":-501,"other_expenditures":2237,"end_year_balance":535873},"board_designated_eoy_percentage":0.991,"permanent_endowment_eoy_percentage":0.009,"held_by_unrelated_organizations":false,"held_by_related_organizations":true,"related_organizations_listed_schedule_r":true},"other_liabilities":{"footnote_text":true},"supplemental_information":[{"form_and_line_reference":"SCHEDULE D, PAGE 3, PART X","explanation":"US GAAP REQUIRES UNCERTAIN TAX POSITIONS TO BE RECOGNIZED IN THE CONSOLIDATED FINANCIAL STATEMENTS IF THEY ARE MORE LIKELY THAN NOT TO FAIL UPON REGULATORY EXAMINATION. MANAGEMENT HAS EVALUATED THE ORGANIZATION'S TAX POSITIONS AS OF DECEMBER 31, 2024 AND 2023, AND FOR THE YEARS THEN ENDED, BY REVIEWING THEIR INCOME TAX RETURNS AND CONFERRING WITH THEIR TAX ADVISORS, AND DETERMINED THAT THERE WERE NO UNCERTAIN TAX POSITIONS REQUIRED TO BE REPORTED IN ACCORDANCE WITH US GAAP. THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS IN PROGRESS FOR ANY OPEN TAX PERIODS. TAX YEARS FROM 2021 ARE OPEN FOR FEDERAL INCOME TAX EXAMINATION."},{"form_and_line_reference":"SCHEDULE D, PAGE 4, PART XIII","explanation":"PART V, LINE 4: THE ENDOWMENT FUND REPRESENTS AMOUNTS HELD IN PERPETUITY WITH ALL INCOME EARNED TO BE USED FOR FINANCIAL ASSISTANCE TO THOSE PARTICIPATING IN HALE MAKUA HEALTH SERVICES' ADULT DAY HEALTH PROGRAM. IN 2024, THE BOARD OF TRUSTEES DESIGNATED 3,000,000 OF NET ASSETS WITHOUT DONOR RESTRICTIONS FOR THE PURPOSE OF FUTURE CAPITAL PROJECTS."}]},"ScheduleN":{"successor_relationships":{"director_of_successor":false,"employee_of_successor":false,"owner_of_successor":false,"received_compensation":false},"dispositions":[{"business_name_line1":"HALE MAKUA HEALTH SERVICES","ein":990080460,"irc_section":"501C3","distribution_date":"2024-09-11T00:00:00","description":"INVESTMENTS","fair_market_value":4542026,"method_of_fmv_determination":"ACTUAL","address_line1":"45-181 WAIKALUA ROAD","city":"KANEOHE","state":"HI","zip":"96744","name":"HALE MAKUA HEALTH SERVICES","address":"45-181 WAIKALUA ROAD, KANEOHE, HI, 96744"},{"business_name_line1":"HALE MAKUA HEALTH SERVICES","ein":990080460,"irc_section":"501C3","distribution_date":"2024-12-31T00:00:00","description":"CASH","fair_market_value":551382,"method_of_fmv_determination":"ACTUAL","address_line1":"45-181 WAIKALUA ROAD","city":"KANEOHE","state":"HI","zip":"96744","name":"HALE MAKUA HEALTH SERVICES","address":"45-181 WAIKALUA ROAD, KANEOHE, HI, 96744"}],"supplemental_information":[{"form_and_line_reference":"SCHEDULE N","explanation":"SCHEDULE N (FORM 990), PART II, LINE 1, COLUMN A: 4,531,264.0300 SHARES OF INVESCO STIT TREASURY INSTITUTIONAL-PRI FUND"}]},"ScheduleR":{"tax_exempt_organizations":[{"ein":990080460,"business_name_line1":"HALE MAKUA HEALTH SERVICES","primary_activities_text":"HEALTHCARE","exempt_code_section_text":"501C3","public_charity_status_text":"9","controlled_organization_indicator":false,"legal_domicile_state":"HI","direct_controlling_business_name_line1":"NA","address_line1":"45-181 WAIKALUA ROAD","city":"KANEOHE","state":"HI","zip":"96744","name":"HALE MAKUA HEALTH SERVICES","address":"45-181 WAIKALUA ROAD, KANEOHE, HI, 96744"}],"taxable_corporations_and_trusts":[{"ein":990298823,"business_name_line1":"CAREGIVERS MAUIINC (FKA HMHS CORP","primary_activity":"HOLDING CO","legal_domicile_state":"HI","direct_controlling_business_name_line1":"NA","address_line1":"45-181 WAIKALUA ROAD","city":"KANEOHE","state":"HI","zip":"96744","entity_type_text":"C CORP","controlled_organization_indicator":false,"name":"CAREGIVERS MAUIINC (FKA HMHS CORP","address":"45-181 WAIKALUA ROAD, KANEOHE, HI, 96744"}],"transaction_flags":{"dividends_from_related_organization_indicator":false,"gift_grant_or_capital_contribution_from_other_org":false,"gift_grant_or_capital_contribution_to_other_org":false,"loans_or_guarantees_from_other_org":false,"loans_or_guarantees_to_other_org":false,"performance_of_services_by_other_orgs":false,"performance_of_services_for_other_orgs":false,"sharing_of_facilities":false,"sharing_of_paid_employees":false,"reimbursement_paid_by_other_org":false,"reimbursement_paid_to_other_org":false,"rental_of_facilities_from_other_orgs":false,"rental_of_facilities_to_other_orgs":false,"purchase_of_assets_from_other_org":false,"sale_of_assets_to_other_org":false,"exchange_of_assets":false,"receipt_of_interest_annuities_rents_royalties":false,"other_transfer_from_other_org":false,"other_transfer_to_other_org":true},"transactions":[{"business_name_line1":"HALE MAKUA HEALTH SERVICES","amount_involved":5093408,"method_of_amount_determination":"ACTUAL","transaction_type":"R","name":"HALE MAKUA HEALTH SERVICES"}],"supplemental_information":[{"form_and_line_reference":"SCHEDULE R","explanation":"SCHEDULE R (FORM 990), PART V, LINE 2, ITEM 1: SUBSTANTIALLY ALL OF THE ASSETS OF HALE MAKUA FOUNDATION WERE TRANSFERRED TO HALE MAKUA HEALTH SERVICES IN PREPARATION FOR THE WIND-DOWN OF HALE MAKUA FOUNDATION'S OPERATIONS."}]},"Ratings":{"Mission Deployment Rate":{"score":0.0},"Program Expense Ratio":{"score":0.0},"Fundraising Efficiency":{"score":null,"percentile":null},"Filing Consistency Score":{"score":1.0},"Grant Itemization Coverage":{"score":null},"Independent Voting Board Pct":{"score":0.75},"Operating Margin":{"score":-1.0805532748057853,"percentile":0.06971517074644908},"Operating Reserve Ratio":{"score":0.7127175787988083,"percentile":0.37585266596533967},"Liabilities to Assets Ratio":{"score":0.0,"percentile":0.8056604925352309},"Officer Compensation Ratio":{"score":null,"percentile":null},"Program Expense Growth":{"score":-0.12654733792796202,"percentile":0.1458782332652547},"Revenue Growth":{"score":-0.08887946553854419,"percentile":0.1706274343722127},"Asset Growth":{"score":-0.042590218146445584,"percentile":0.19920622931007304},"Foreign Oversight Score":{"score":null},"Major-Donor Itemization":{"score":null},"Related-Party Transparency":{"score":null},"Pay-Setting Controls":{"score":1.0,"weight":5,"atoms":{"Compensation committee":{"value":true},"Independent compensation consultant":{"value":true},"Form 990 of other organizations reviewed":{"value":true},"Written employment contract":{"value":true},"Compensation survey or study":{"value":true},"Board or committee approval":{"value":true}}},"Governance Policy Score":{"score":0.7777777777777778,"weight":5,"atoms":{"Conflict of interest policy":{"value":true},"Whistle blower policy":{"value":true},"Document retention policy":{"value":true},"Compensation process for CEO":{"value":false},"Compensation process for other employees":{"value":false},"Form 990 provided to governing body":{"value":true},"Minutes of governing body":{"value":true},"Audit committee":{"value":true},"Independent audit financial statements":{"value":true}}},"Categories":{"Financial Efficiency":{"score":0.0,"weight":45},"Transparency & Controls":{"score":1.0,"weight":20},"Accountability":{"score":0.7615740740740741,"weight":14},"Sustainability":{"score":0.2698870453912502,"weight":13},"Growth":{"score":0.16644351291700157,"weight":8}},"Overall Score":{"score":0.355021167304593,"percentile":0.01815638748970902}},"source_xml":"202513159349306666_public.xml"},"sector":"","donation_categories":[],"zakat_policy":null},"error":null}