2024-02-01T19:06:57-06:00 2023-06-30 261659234 CW ASSOCIATES CPAS 700 BISHOP STREET SUITE 1040 HONOLULU HI 96813 990 2022-07-01 990173804 ALOHA HOUSE INC ALOH 8085798414 200 IKE DRIVE MAKAWAO HI 96768 KELLI MYERS PRESIDENT 8085798414 2024-02-01 1 KELLI MYERS 999009999 0 RODNEY M HARANO P00389596 8085311040 2024-01-29 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z KELLI MYERS 200 IKE DRIVE MAKAWAO HI 96768 13310944 0 X WWW.ALOHA-HOUSE.ORG X 1977 HI PROVIDING COMPREHENSIVE BEHAVIORAL HEALTH SERVICES TO INDIVIDUALS AND FAMILIES. 12 12 162 25 0 0 424509 433594 11077854 10918628 624678 208106 27544 18000 12154585 11578328 0 0 0 0 6740880 6949674 0 0 222779 4798671 4501412 11539551 11451086 615034 127242 14165416 14633022 1035888 1219462 13129528 13413560 PROMOTING RECOVERY AND HEALTHY LIFESTYLES TO INDIVIDUALS AND FAMILIES BY PROVIDING COMPASSIONATE, EFFECTIVE AND COMPREHENSIVE BEHAVIORAL HEALTH SERVICES WITH THE SPIRIT OF ALOHA. 0 0 5532955 6039314 MENTAL HEALTH AND SOCIAL SERVICES/CHILD AND ADOLESCENT MENTAL HEALTH PROGRAM-HELPED CHILDREN WITH EMOTIONAL AND BEHAVIORAL IMPAIRMENTS ACHIEVE OPTIMAL FUNCTIONING IN THEIR SCHOOLS, IN THEIR HOMES, AND IN THE COMMUNITY. 4482848 4879314 SUBSTANCE ABUSE DIVISION PROGRAM-ASSISTED PERSONS ADDICTED TO DRUGS AND/OR ALCOHOL TO ACHIEVE AND MAINTAIN A HEALTHY AND SOBER LIFESTYLE. 10015803 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 49 0 162 1 0 0 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 HI X X ALOHA HOUSE INC 8085798414 200 IKE DRIVE MAKAWAO HI 96768 KELLI MYERS PRESIDENT 0.33 0.67 X X 0 0 0 LAURI CALKINS VICE PRESIDENT 0.33 0.67 X X 0 0 0 BONNIE WEST-BAKER TREASURER 0.33 0.67 X X 0 0 0 BILL OLDHAM SECRETARY 0.33 0.67 X X 0 0 0 HEIDI-ANN ALLENCASTRE DIRECTOR 0.33 0.67 X 0 0 0 RANDOL LEACH DIRECTOR 0.33 0.67 X 0 0 0 MAREN MCBARNET DIRECTOR 0.33 0.67 X 0 0 0 LESTER NAKAMOTO DIRECTOR 0.33 0.67 X 0 0 0 KAREN TEMPLE DIRECTOR 0.33 0.67 X 0 0 0 JERRY WELCH DIRECTOR 0.33 0.67 X 0 0 0 MASON WILLIAMS DIRECTOR 0.33 0.67 X 0 0 0 BRAIN MOTO DIRECTOR 0.33 0.67 X 0 0 0 TOKIE OGAWA-SIDNEY FORMER DIRECTOR 0.33 0.67 X 0 0 0 JUD CUNNINGHAM CEO 13.33 26.67 X 220197 0 7335 PETER DEMICHELE DIRECTOR OF FINANCE 13.33 26.67 X 85350 0 3734 NICOLE HOKOANA COO 13.33 26.67 X 106951 0 13914 LAURA MEINKE REGISTERED NURSE 40.00 X 108836 0 4353 AUDRASHAWN PALAZZOTTO-MCDONNELL BHS MENTAL HEALTH COUNSELOR-TEAM LDR II 40.00 X 103412 0 5490 LISA PONICHTERA CHIEF CLINICAL OFFICER 40.00 X 102394 0 5618 727140 0 40444 5 0 1 0 BEHAVIORAL HEALTH SERVICES 1787 WILI PA LOOP 7 WAILUKU HI 96793 MANAGEMENT 719406 BAHRAM TAGHAVI 415 DAIRY ROAD 409 KAHULUI HI 96732 PSYCHIATRIC SVC 569117 SHARILYN J BUTTELINGELITE FORENSIC NUR 26 ULI PLACE LAHAINA HI 96761 NURSING 202763 HAWAII BEHAVIORAL HEALTH AND CONSULTING 87-2149 PAKEKE ST WAIANAE HI 96792 COUNSELING SERVICES 170754 AHUPUAA COUNSELING SRVS LLC PO BOX 852 MAKAWAO HI 96768 COUNSELING SERVICES 153247 8 15014 418580 433594 INSURANCE REIMBURSEMENTS 624100 6193984 6193984 CONTRACT REVENUES 624100 4442166 4442166 CLIENT PROGRAM FEES 624100 175189 175189 CLIENT SERVICE REVENUES 624100 107289 107289 10918628 321153 321153 18000 0 18000 18000 18000 1619569 1732616 -113047 -113047 -113047 11578328 10918628 0 226106 X 448071 448071 5212370 4899430 238691 74249 149932 143459 6229 244 560005 535250 17907 6848 579296 503302 69330 6664 769235 769235 3981 3926 55 42135 41691 444 31454 31454 1924580 1864509 53686 6385 203067 138268 49688 15111 143117 22648 87364 33105 488160 430598 30095 27467 31377 16298 11357 3722 164444 149086 15180 178 134501 30786 102507 1208 MEALS 255615 253402 2213 BAD DEBTS 163066 163066 HIRING AND TRAINING 95204 47256 3115 44833 DIRECT PROGRAM SUPPLIES 51476 49210 2266 11451086 10015803 1212504 222779 794244 838727 844173 746527 1080123 1186690 7814 50085 42331 5399464 1090462 4284582 4309002 6573432 6918845 324346 360346 214431 222740 14165416 14633022 711542 646976 324346 572486 1035888 1219462 X 13099528 13171420 30000 242140 13129528 13413560 14165416 14633022 127242 156790 0 X 0 1 X 1 0 X 72619 262621 2502295 424509 433594 3695638 72619 262621 2502295 424509 433594 3695638 1049141 2646497 214261 255968 242941 350143 339153 1402466 7115 48498 15544 71157 5169261 54353252 0.51200 0.56840 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2019 AMOUNT: $ 7,115. 2020 AMOUNT: $ 48,498. 2021 AMOUNT: $ 15,544. 2022 AMOUNT: $ 0. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1930969 1930969 2673225 702562 1970663 532259 185968 346291 73809 44965 28844 189202 156967 32235 4309002 DEFERRED COMPENSATION 360346 DEFERRED REVENUES 212140 572486 X 11623805 156790 132281 289071 11334734 31454 212140 243594 11578328 11551913 132281 132281 11419632 31454 31454 11451086 PART X, LINE 2: U.S. GAAP REQUIRES UNCERTAIN TAX POSITIONS TO BE RECOGNIZED IN THE FINANCIAL STATEMENTS IF THEY ARE MORE LIKELY THAN NOT TO FAIL UPON REGULATORY EXAMINATION. MANAGEMENT HAS EVALUATED THE ORGANIZATION'S TAX POSITIONS AS OF JUNE 30, 2023 AND 2022 AND FOR THE YEARS THEN ENDED, AND DETERMINED THE ORGANIZATION HAD NO UNCERTAIN TAX POSITIONS REQUIRED TO BE REPORTED IN ACCORDANCE WITH U.S. GAAP. THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS IN PROGRESS FOR ANY OPEN TAX PERIODS. PART XI, LINE 4B - OTHER ADJUSTMENTS: INCREASE (DECREASE) IN NET ASSETS WITH DONOR RESTRICTIONS 212,140. X X 0 0 0 0 0 0 0 0 0 JUD CUNNINGHAM CEO 196000 0 0 0 24197 0 7335 0 0 0 227532 0 0 0 PART I, LINE 3 THE COMPENSATION REPORTED FOR JUD CUNNINGHAM IS THE TOTAL AMOUNT PAID FOR SERVICES PROVIDED TO ALOHA HOUSE, MALAMA NA MAKUA A KEIKI, AND MAUI YOUTH AND FAMILY SERVICES. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 WILL BE PROVIDED TO THE BOARD OF DIRECTORS FOR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION HAS A CONFLICT OF INTEREST POLICY FOR THE BOARD OF DIRECTORS. IT IS THE RESPONSIBILITY OF EACH MEMBER TO DISCLOSE CONFLICTS OF INTEREST ON AN ONGOING BASIS AND DETERMINE THE PROPER COURSE OF ACTION. ALL CONFLICTS OF INTEREST ARE REVIEWED BY THE BOARD OF DIRECTORS, EXECUTIVE COMMITTEE AND HUMAN RESOURCES. FORM 990, PART VI, SECTION B, LINE 15A THE COMPENSATION OF THE CEO IS REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS. IT IS THE BOARD'S RESPONSIBILITY TO RESEARCH AND CONDUCT COMPARABILITY STUDIES OF ORGANIZATIONS WITHIN HAWAII THAT PROVIDE SIMILAR SERVICES, SIMILAR SIZE OF AGENCY AND SIMILAR QUALIFICATIONS OF THE CEO. THE RESULTS AND PROCESS IS DOCUMENTED IN PERSONNEL RECORDS AND BOARD MINUTES. THIS PROCESS IS UNDERTAKEN ANNUALLY AND TOOK PLACE IN 2022. FOR STAFF MEMBERS, HUMAN RESOURCES CHECKS WITH OTHER ORGANIZATIONS THAT DO SIMILAR SERVICES. STAFF ARE PAID COMPARABLE COMPENSATION ACCORDING TO INDUSTRY STANDARD. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G CONTRACTUAL - PROGRAM DELIVERY: PROGRAM SERVICE EXPENSES 1,859,276. MANAGEMENT AND GENERAL EXPENSES 25,829. FUNDRAISING EXPENSES 328. TOTAL EXPENSES 1,885,433. PAYROLL SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 27,857. FUNDRAISING EXPENSES 328. TOTAL EXPENSES 28,185. CONSULTING: PROGRAM SERVICE EXPENSES 5,233. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 5,729. TOTAL EXPENSES 10,962. MALAMA NA MAKUA A KEIKI INC 200 IKE DRIVE MAKAWAO HI 96768 990293044 TREATMENT HI 501(C)(3) LINE 7 N/A 0 MAUI YOUTH AND FAMILY SERVICES INC 200 IKE DRIVE MAKAWAO HI 96768 990221127 TREATMENT HI 501(C)(3) LINE 7 N/A 0 0 0 0 0 0 0 0 0 0 1 1 1 1 1 1 1 1 0 0 NO REPORTABLE TRANSACTIONS