2024-05-12T04:31:27-04:00 2023-06-30 990EZ 2022-07-01 996022758 PUNAHOU ALUMNI ASSOCIATION PUNA 1601 PUNAHOU STREET HONOLULU HI 96822 KENT KASAOKA TREASURER 2024-05-06 KENT KASAOKA XXX-XX-XXXX true 2022 2023-04-26 12:10:37Z X X WWW.PUNAHOU.EDU/PAA X X 57043 X 790 56240 13 57043 3000 51811 54811 2232 57958 60190 X 57958 60190 57958 60190 57958 60190 DEVELOP ALUMNI RELATIONSHIPS DEVELOP ALUMNI RELATIONSHIPS THROUGH ACTIVITIES SUCH AS ALUMNI MIXERS, GOLF TOURNAMENTS, VIRTUAL EVENTS, PEP RALLYS, REUNIONS AT VARIOUS SITES ACROSS THE WORLD, ETC. (APPROXIMATELY 1,000 PEOPLE ATTENDED) 3000 52850 52850 CHRISTOPHER ABBOTT PRESIDENT 000.00 0 MALCOLM LEONG PRESIDENT-EL 000.00 0 COLLEEN BIRD 1ST VICE-PRE 000.00 0 DAWN SUGIHARA 2ND VICE-PRE 000.00 0 ASHLEY LEE SECRETARY 000.00 0 KENT KASAOKA TREASURER 000.00 0 STEPHANIE NOMURA PAST PRESIDE 000.00 0 DAVID HAVERLY DIRECTOR 000.00 0 MARK KUMAMOTO DIRECTOR 000.00 0 CHRISTINA MARZO EX OFFICIO 000.00 0 ARYNN NAGAHIRO DIRECTOR 000.00 0 ASHLEY WANG DIRECTOR 000.00 0 false false false false false false false false false TREASURER 1601 PUNAHOU STREET HONOLULU HI 96822 8089445740 false false false false false false false false false false false NONE NONE true X X 1 PUNAHOU SCHOOL PUNAHOU SCHOOL 990373523 2 true 3000 0 1 3000 0 true false false false false false false false false false false false false false false true false true X true true PART IV, SECTION D, LINE 2 THE PUNAHOU ALUMNI ASSOCIATION (THE SUPPORTING ORGANIZATION, "PAA"), MAINTAINS A CLOSE AND CONTINUOUS WORKING RELATIONSHIP WITH PUNAHOU SCHOOL (THE SUPPORTED ORGANIZATION, "THE SCHOOL"). THE SCHOOL'S DIRECTOR OF ALUMNI RELATIONS, ITS VICE PRESIDENT FOR INSTITUTIONAL ADVANCEMENT, AND A LIAISON FROM THE SCHOOL'S BOARD OF TRUSTEES REGULARLY PARTICIPATE IN THE PAA, ATTEND PAA BOARD OF DIRECTORS MEETINGS, ARE PROVIDED WITH ADVANCED COPIES OF AGENDAS AND MINUTES OF ALL MEETINGS, AND ARE PROVIDED WITH AN OPPORTUNITY TO SPEAK TO AND ADDRESS SCHOOL ISSUES WITH PAA LEADERSHIP AT ALL MEETINGS. THE SCHOOL'S EXECUTIVE MANAGEMENT AND PAA LEADERS TRAVEL TOGETHER TO VISIT ALUMNI WORLDWIDE, AND JOINTLY PLAN, ATTEND, AND WORK AT SCHOOL AND PAA EVENTS FOR ALUMNI. PAA AND SCHOOL LEADERSHIP MEET AND PLAN ON A COORDINATED BASIS THE ACTIVITIES OF PAA SO THAT IT SUPPORTS THE SCHOOL'S NEEDS AND LARGER PLANS. THE PAA PRESIDENT REPORTS TO THE PUNAHOU SCHOOL ADMINISTRATION AND TRUSTEES (MANY OF WHOM ARE MEMBERS OF THE PAA, WHO RECEIVE COMMUNICATIONS FROM PAA). PART IV, SECTION D, LINE 3 PUNAHOU SCHOOL'S LEAADERSHIP HAS A SIGNIFICANT VOICE IN PLANNING ACTIVITIES OF PAA (SEE PART IV, SECTION D, LINE 2 EXPLANATION ABOVE). THE SCHOOL MAINTAINS A VOICE IN ALL MEETINGS OF PAA. THE SCHOOL ALSO APPROVES THE MAJORITY OF THE BUDGETS AND FUNDING FOR EVENTS AND ACTIVITIES PRIOR TO EXPENDITURE AND PROVIDES DIRECT FINANCIAL SUPPORT FOR MANY PAA ACTIVITIES. PAA, AS A MATTER OF BOARD POLICY, USES THE SCHOOL'S ALUMNI RELATIONS AND COMMUNICATIONS DEPARTMENTS TO PUBLICIZE AND SUPPORT EVENTS AND ACTIVITIES, AND MUST THEREFORE COMPLY WITH THE SCHOOL'S INTERNAL POLICIES. PART IV, SECTION E, LINE 2A THE OBJECT AND PURPOSE OF PAA, AS STATED IN ITS BYLAWS AND IN PRACTICE, IS TO ADVANCE AND FURTHER THE INTERESTS OF THE SCHOOL AND ITS ALUMNI BY FORMING A MEDIUM THROUGH WHICH THE ALUMNI OF THE SCHOOL CAN CONTRIBUTE TO THE SCHOOL'S WELFARE. IN FURTHERANCE OF SUCH PURPOSE, PAA ENGAGED IN EDUCATIONAL, SOCIAL, AND CULTURAL PROGRAMS, INCLUDING COMMUNITY ACTIVITIES AND SPECIAL PROJECTS, WHICH REACH, CONNECT AND ENGAGE ALUMNI AND FRIENDS OF THE SCHOOL IN ORDER TO BUILD RELATIONSHIPS, PROMOTE FELLOWSHIP AND SUPPORT THE MISSION OF THE SCHOOL. THE SCHOOL HAS EXPRESSLY DESIRED TO GROW THE ALUMNI BASE THAT IS DIRECTLY CONNECTED WITH THE SCHOOL, IN ORDER TO CONTINUE EDUCATIONAL OPPORTUNITIES BY AND FOR FACULTY AND ALUMNI AND TO IMPROVE INSTITUTIONAL GIVING TO THE SCHOOL IN SUPPORT OF ITS EDUCATIONAL MISSION. PAA HAS SUPPORTED THE SCHOOL IN THESE EFFORTS BY ASSISTING WITH THE PLANNING AND EXECUTION OF EVENTS, ORGANIZING REGIONAL CHAPTERS, AND MEETING WITH ALUMNI THROUGHOUT THE UNITED STATES, EUROPE AND ASIA. PAA ALSO PROVIDES DIRECT FINANCIAL SUPPORT TO THE SCHOOL. PART IV, SECTION E, LINE 2B HAD PAA NOT UNDERTAKEN THESE ACTIVITIES DESCRIBED ABOVE, THE SCHOOL WOULD HAVE DONE SO, BUT WOULD HAVE NEEDED TO HIRE ADDITIONAL STAFF TO REPLACE THE MANPOWER PROVIDED BY PAA IN PLANNING AND EXECUTING EVENTS FOR ALUMNI AND PROVIDING EXPOSURE FOR THE SCHOOL, AND THE SCHOOL WOULD HAVE HAD TO SECURE, COORDINATE, AND OVERSEE ON ITS OWN, VOLUNTEERS FOR EVENTS SUCH AS THE ALUMNI SPEAKER SERIES, ALUMNI CHAPTER MEETINGS, THE PUNAHOU CARNIVAL AND THE ALUMNI LUAU. THE SCHOOL WOULD HAVE ALSO HAD TO FIGURE OUT WAYS TO REACH AND ENGAGE ALUMNI TO SUPPORT THE SCHOOL WITHOUT THE AID OF PAA. SUPPLEMENTAL INFORMATION PART IV, SECTION D, LINE 1 THE PUNAHOU ALUMNI ASSOCIATION (THE SUPPORTING ORGANIZATION, "PAA") PROVIDES WRITTEN COPIES OF ALL OF ITS BOARD OF DIRECTORS AGENDAS AND MINTES TO PUNAHOU SCHOOL (THE SUPPORTED ORGANIZATION, "THE SCHOOL"), WHICH DOCUMENT ALL DECISIONS RELATING TO THE SUPPORT BY PAA OF THE SCHOOL. MINUTES AND AGENDAS ARE REGULARLY DELIVERED TO THE SCHOOL'S DIRECTOR OF ALUMNI RELATIONS, ITS VICE PRESIDENT FOR INSTITUTIONAL ADVANCEMENT, AND THE DESIGNATED LIAISON FROM THE SCHOOL'S BOARD OF TRUSTEES. COPIES OF PAA'S FORM 990-EZ ARE ANNUALLY PROVIDED TO THE SCHOOL'S ALUMNI RELATIONS OFFICE FOR KEEPING. THE ARTICLES OF INCORPORATION AND THE PAA'S LATEST BYLAWS ARE ALSO ARCHIVED AT THE SCHOOL. PRIOR TO THE 2015 TAX YEAR, PAA DID NOT PROVIDE AN ANNUAL SUMMARY OF THE TYPE AND AMOUNT OF BENEFITS PROVIDED TO THE SCHOOL EACH YEAR AS THE RELATIONSHIP IS SO CLOSE, COORDINATED AND TRANSPARENT, ONE WAS NOT DEEMED TO BE NEEDED. BEGINNING WITH THE 2015 TAX YEAR, HOWEVER, THE PAA COMMENCED A PROCESS OF ANNUALLY SUMMARIZING THE TYPE AND AMOUNT OF BENEFITS PROVIDED TO THE SCHOOL TO ENSURE PROPER COMPLIANCE WITH THE REQUIREMENTS OF THE INTERNAL REVENUE SERVICE. FORM 990-EZ, PART I, LINE 16 EXPENSES GOLF TOURNAMENT 49,850 BANK FEES 1,961 TOTAL 51,811 FORM 990-EZ, PART II, LINE 24 OTHER DEPRECIABLE ASSETS 1,885 1,885 LESS ACCUMULATED DEPRECIATION 1,885 1,885 TOTAL 0 0 THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY, OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT. THE ORGANIZATION DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY, OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.