2024-11-05T16:35:38-07:00 2022-12-31 990 2022-01-01 814611816 HAWAII INVESTMENT READY HAWA 8083421037 44-527 A Kaneohe Bay Drive Kaneohe HI 96744 Keoni Lee CEO 4083161922 2023-06-30 1 2022 2024-10-15 13:58:12Z X Lisa Kleissner PO box 218 Big Sur CA 93920 1051788 0 X www.hiready.net X 2017 HI Education and capacity building for social for profits and nonprofits, and for government, philanthropy, and the private sector addressing social and environmental challenges in Hawaii. 3 0 0 6 0 0 838700 1022898 0 28390 500 500 34625 0 873825 1051788 58798 287613 0 0 317702 472990 0 0 0 222647 287345 599147 1047948 274678 3840 855471 809311 199900 149900 655571 659411 Education and capacity building for both the entrepreneurs and funders (philanthropy, government, and private) that are collectively addressing social and environmental challenges in Hawaii. 0 0 555602 30000 215306 Capacity Building Programs. Provide cohort-based and individual capacity building to support the scaling and operations of Hawaii-based for-profit and nonprofit organizations and leaders that are working to solve social and environmental challenges through their business models. 346505 257613 373898 Fiscal Sponsorships. Provide fiscal sponsorship support and services to Hawaii-based social enterprises that have participated in Hawaii Investment Ready capacity-building programs and services. 47095 0 0 Capital Deployment & Navigation. Direct investments into Hawaii-based social enterprises that have participated in our Capacity-Building programs and activities. Development of a new impact investing debt fund to address the capital gap for Hawaii-based social enterprises to scale 32879 14400 The remaining programs are our Direct Support services which provide consulting, facilitation, and technical assistance to Hawaii-based social enterprises and Research & Narrative Shifting work that conducts research on the local impact capital landscape to provide data and insights to strengthen and grow the field of impact investing in Hawaii 32879 0 14400 982081 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 13 0 0 0 0 0 0 0 0 0 0 X 3 0 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 HI X Margaret Peebles 8083421037 44-527A Kaneohe Bay Drive Kaneohe HI 96744 Keoni Lee CEO/Director 40 X X X 158500 0 0 Lisa Kleissner President 30 0 X 0 0 0 Neil Hannahs Secretary/Treasurer 1 0 X 0 0 0 158500 0 0 1 0 1 0 0 0 0 0 0 0 1022898 0 1022898 Contracts, Tuition for Programs 813319 28390 28390 0 0 0 0 0 0 28390 500 500 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1051788 28890 0 0 X 287613 287613 158500 137731 20769 243605 211684 31921 29637 29637 41248 41248 5600 5600 125958 122358 3600 13135 10635 2500 296 296 12089 12089 79075 79055 20 1929 1929 Subscriptions 5712 2193 3519 0 Program Supplies 26974 26655 319 0 Misc Fees 878 533 345 Professional Development 15699 15050 649 0 1047948 982081 65867 0 596713 556466 7583 4922 251175 247923 855471 809311 0 0 0 0 0 0 0 0 0 0 199900 149900 199900 149900 X 405947 502753 249624 156658 655571 659411 855471 809311 X 3840 0 0 0 0 0 X 0 0 0 X 268425 330500 696500 838700 1027518 3161643 0 0 0 0 0 0 0 0 0 0 268425 330500 696500 838700 1027518 3161643 3161643 0 0 167 500 500 1167 0 0 0 0 0 0 0 0 0 0 3162810 0.99963 0.99972 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 Hui Makaainana o Makana PO Box 1225 Hanalei HI 96714 990344133 10000 Pilot program for education and training to diversify their revenue resources with a focus on earned revenue streams. To provide technical assistance to develop investment opportunity for each organization. Hui Malama i Ke Ala Ulili PO Box 6 Paauilo HI 96776 371799081 10000 Pilot program for education and training to diversify their revenue resources with a focus on earned revenue streams. To provide technical assistance to develop investment opportunity for each organization. IWIKUA PO Box 851 Waimea HI 96796 475593452 10000 Pilot program for education and training to diversify their revenue resources with a focus on earned revenue streams. To provide technical assistance to develop investment opportunity for each organization. Farm Link Hawaii Inc PO Box 384 Waialua HI 96791 883077553 255000 In support of Farm Link's Equitable Access & Supply Building Program. 3 3 Schedule I, Part I, Line 2 Schedule I, Part I, Line 2 - Financial reporting as agreed to in contract. X 0 0 0 0 0 0 0 0 0 Keoni Lee CEO/Director 158500 0 0 0 0 0 0 0 0 0 158500 0 130831 0 Form 990, Header, Line B The total revenue line was off by $150.00 because of a lost check. It changed from $556,316 to 556,466. There was a mistake made in the total unrestricted cash balance $505223 to $399657. Form 990, Part VI, Section A, Line 2 Form 990, Part VI, Section A, Line 2 - Margaret Peebles, Program Manager is the sister of a board member. Form 990, Part VI, Section B, Line 11b Form 990, Part VI, Section B, Line 11b - Draft of tax return is provided at a special meeting of the board of directors electronically. Board of Directors reviews and votes to approve the document according to the organization's bylaws as documented by approval via email. All board members must approve. Form 990, Part VI, Section B, Line 12c Form 990, Part VI, Section B, Line 12c - A board member may feel that, he, she or another board member may have actual or perceived conflict of interest regarding any one or more topics of discussion (via email, conference call, or in person) and/or decision discussion and/or decision making. Otherwise, a decision will be reached by all the other board member(s) under question, as to making. In such case, any board member(s) with actual or perceived conflict of interest shall disclose this, and recuse themselves from whether or not such a board member(s) should be excused from discussion making for this (these) agenda item(s). Form 990, Part VI, Section B, Line 15 Form 990, Part VI, Section B, Line 15 - CEO/Director Keoni Lee was compensated $158500 in wages for 2022. Amount was based on average non profit CEO compensation determined through market research. Form 990, Part VI, Section C, Line 19 Form 990, Part VI, Section C, Line 19 - The organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year upon request. Form 990, Part IX, Line 11g Form 990, Part IX, Line 11g - Coaches -Consultants: 66870k Contractors: 59238k Form 990, Part XI, Line 9 Form 990, Part XI, Line 9 On 7/31/2020 Ceres Trust signed a (2PRI) with Hawaii Investment Ready to further it's charitable interests, under the revenue code 1986 , as amended (the code). Principle balance due on May 31, 2024. On November 16, 2022 Ceres Trust converted the loan (2PRI) to an unrestricted grant