2024-11-12T17:51:31-05:00 2023-12-31 651203311 WIKOFF COMBS & CO LLC 1001 BISHOP STREET SUITE 2760 HONOLULU HI 968133486 990 2023-01-01 262548300 THE CAREGIVER FOUNDATION CARE 8086253782 926 3RD STREET PEARL CITY HI 96782 GARY POWELL PRESIDENT 8086253782 2024-11-11 true true CATHA LEE COMBS P01711103 8087911414 2024-11-11 2023 2024-10-15 13:58:12Z GARY POWELL 1835357 false X WWW.THECAREGIVERFOUNDATION.ORG X 2008 HI PROVIDING PRACTICAL AND EMOTIONAL SUPPORT TO SENIORS, ADULTS WITH DISABILITIES, AND THEIR CAREGIVERS. 13 13 7 25 0 84668 123954 944098 1088679 105787 35347 28294 13995 1162847 1261975 11700 0 0 590550 747872 0 9970 188173 208017 790423 955889 372424 306086 2525307 2831452 227881 227940 2297426 2603512 X PROVIDING PRACTICAL AND EMOTIONAL SUPPORT TO SENIORS, ADULTS WITH DISABILITIES AND THEIR CAREGIVERS. THIS IS ACCOMPLISHED THROUGH A VARIETY OF SERVICES AND SUPPORT EFFORTS SUCH AS DEVELOPING AND SPONSORING EDUCATIONAL WORKSHOPS, HOSTING AND PRODUCING CAREGIVER SUPPORT GROUPS, PROVIDING FIDUCIARY SERVICES, AND CARE COORDINATION SERVICES. false false 649951 810558 CARE COORDINATION SERVICES PROVIDE A CENTRALIZED POINT OF MANAGEMENT FOR HEALTH, FINANCIAL, LEGAL AND ROUTINE LIFE MANAGEMENT RELATED ACTIVITIES. AS WITH ALL ASPECTS OF SUPPORT AND SERVICE, THERE IS SUBSTANTIAL OVERLAP IN APPLICATION. 216650 278121 DAILY MONEY MANGEMENT IS THE MANAGEMENT OF FIDUCIARY TASKS RELATED TO CLIENT CARE. THIS INVOLVES ROUTINE BILL PAYING SERVICES, MANAGEMENT OF INCOME AND EXPENSES. INCIDENTS OF SELF-HARM THROUGH MISAPPROPRIATION AND MISMANAGEMENT OF FINANCES DUE TO DEMENTIA OR OTHER FACTORS IS GREATLY REDUCED. THE ADMINISTRATION OF TRUSTS FOR SPECIAL NEEDS AND OTHER TYPES OF TRUSTS AS WELL AS PROVIDING CONSERVATORSHIPS AND GUARDIANSHIPS PROVIDES THE LEGAL FRAMEWORK AND MANAGEMENT NEEDED TO PRESERVE AND PROPERLY HANDLE INDIVIDUAL AND FAMILY ASSETS. 866601 true true false false false false false false false false true false false false true false false false false false false false false false true false false false false true false false false false false false true false false false false false false false false false false true 4 0 true 7 true false false false false false false false false false false false false false false X 13 13 true false false false false false false true true false false true true true true true true true true false HI X THE ORGANIZATION 8086253782 926 3RD STREET PEARL CITY HI 96782 GARY POWELL PRESIDENT 65.00 X X 186998 0 30730 BRANDON LAU VICE PRESIDE 5.00 X X 0 0 0 KATHY WYATT TREASURER 1.00 X X 0 0 0 CHRISTINE GO SECRETARY 1.00 X X 0 0 0 CLARENCE LIU DIRECTOR 1.00 X 0 0 0 LOURDES MARCELO DIRECTOR 1.00 X 0 0 0 ELEANOR OTAKE DIRECTOR 1.00 X 0 0 0 DR AIDA WEN DIRECTOR 1.00 X 0 0 0 DR THOMAS HARDING DIRECTOR 1.00 X 0 0 0 DR POKII BALAZ DIRECTOR 1.00 X 0 0 0 EMELYN KIM DIRECTOR 1.00 X 0 0 0 DR LEANNE CLARK-SHIRLEY DIRECTOR 1.00 X 0 0 0 JOY BARUA DIRECTOR 1.00 X 0 0 0 MASAKO POWELL OFFICE MANAG 65.00 X 112179 0 23987 299177 54717 2 false true false 32253 91701 123954 CARE COORDINATION SERVICES 561000 810558 810558 DAILY MONEY MANAGEMENT 561000 278121 278121 1088679 38439 38439 548164 551256 -3092 -3092 -3092 36121 32253 22126 13995 13995 1261975 1088679 49342 217728 200310 10886 6532 313119 287303 25816 129629 129629 35817 35817 51579 48485 2579 515 11434 11434 7644 7644 12936 12936 18642 17593 930 119 5306 5219 87 24704 22313 2391 9111 8655 456 13128 12198 930 12231 12231 544 261 269 14 8912 8912 23253 21856 1165 232 12961 11017 1944 PROGRAM DEVELOPMENT 23949 23949 STAFF MEALS 6858 6172 686 MISCELLANEOUS 6827 3858 965 2004 BOOKS, SOFTWARE & REFS 5731 5731 3846 2570 722 554 955889 866601 79318 9970 330603 603820 34004 30329 16974 36098 984525 99988 893144 884537 1250582 1276668 2525307 2831452 196244 150000 31637 77940 227881 227940 X 2297426 2603512 2297426 2603512 2525307 2831452 306086 X false false X 23437 89392 129413 84668 123954 450864 629704 805736 741330 944098 1088679 4209547 653141 895128 870743 1028766 1212633 4660411 4660411 24863 17567 29152 20681 38439 130702 24863 17567 29152 20681 38439 130702 16188 1566 27294 12995 58043 694192 914261 899895 1076741 1264067 4849156 0.96110 0.95990 0.03000 0.03000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 492161 492161 283036 32352 250684 20910 15378 5532 188418 52258 136160 884537 CLIENT DEPOSITS 66840 CREDIT CARD PAYABLE 11100 77940 STARLIGHT FANCI 68374 32253 36121 17353 500 4273 68374 32253 36121 17353 500 4273 22126 13995 X X false false false false false false false false false GARY POWELL PRESIDENT 186998 30730 217728 GARY A POWELL PRESIDENT 217728 WAGES AND BENEFITS false MASAKO POWELL FAMILY MEMBER 136166 WAGES AND BENEFITS false ALENA A POWELL FAMILY MEMBER 107820 WAGES AND BENEFITS false KAORU A POWELL FAMILY MEMBER 69133 WAGES AND BENEFITS false KAORU A POWELL FAMILY MEMBER 1200 OTHER COMPENSATION false SCHEDULE L, PART V MASAKO POWELL IS THE OFFICE MANAGER/BOOKKEEPER OF THE ORGANIZATION AND IS THE WIFE OF THE PRESIDENT, GARY A. POWELL. ALENA POWELL IS THE OPERATIONS MANAGER OF THE ORGANIZATION AND IS THE DAUGHTER OF THE PRESIDENT, GARY POWELL AND MASAKO POWELL. KAORU POWELL IS THE ASSISTANT EXECUTIVE DIRECTOR AND IS THE DAUGHTER OF PRESIDENT GARY A. POWELL AND MASAKO POWELL. FORM 990 - ORGANIZATION'S MISSION PROVIDING PRACTICAL AND EMOTIONAL SUPPORT TO SENIORS, ADULTS WITH DISABILITIES AND THEIR CAREGIVERS. THIS IS ACCOMPLISHED THROUGH A VARIETY OF SERVICES AND SUPPORT EFFORTS SUCH AS DEVELOPING AND SPONSORING EDUCATIONAL WORKSHOPS, HOSTING AND PRODUCING CAREGIVER SUPPORT GROUPS, PROVIDING FIDUCIARY SERVICES, AND CARE COORDINATION SERVICES. FORM 990, PAGE 6, PART VI, LINE 2 MASAKO POWELL WIFE OF PRESIDENT GARY POWELL KAORU A. POWELL DAUGHTER OF PRESIDENT POWELL ALENA POWELL DAUGHTER OF PRESIDENT POWELL FORM 990, PAGE 6, PART VI, LINE 11B A PDF OF THE FORM 990 IS PROVIDED TO EACH OF THE BOARD MEMBERS. THEY HAVE A WEEK TO REVIEW, COMMENT, AND REQUEST MORE INFORMATION SHOULD THEY HAVE QUESTIONS. THEN THE RETURN IS FILED IF NO CHANGES ARE NEEDED. IF CHANGES ARE NEEDED, THE PROCESS IS REPEATED. FORM 990, PAGE 6, PART VI, LINE 12C THE ORGANIZATION HAS A WRITTEN CONFLICT OF INTEREST POLICY. IT CALLS FOR THE DISCLOSURE OF ANY TRANSACTIONS OR BUSINESS RELATIONSHIPS WITH THE CAREGIVER FOUNDATION AND SUBSEQUENT RECUSAL OF THAT PARTY FROM VOTING OR DISCUSSING ANY RELATED ISSUES TO THE TRANSACTION OR BUSINESS RELATIONSHIP, AND A BAN ON USING ANY FORM OF INFLUENCE IN THESE MATTERS. THE PRESIDENT MONITORS ALL CONTRACTS, ORDERS, AND SERVICE AGREEMENTS TO DETERMINE IF THIS POLICY IS APPLICABLE. FORM 990, PAGE 6, PART VI, LINE 15A COMPENSATION FOR THE PRESIDENT IS ESTABLISHED AFTER A REVIEW OF COMPARATIVE SALARIES IS CONDUCTED TO DETERMINE IF IT IS CONSIDERED TO BE A REASONABLE FIGURE. IN ADDITION, A SURVEY OF OTHER HAWAII-BASED NOT-FOR- PROFIT ORGANIZATION'S FORM 990S AND A REVIEW BY THE BOARD OF DIRECTORS IS UNDERTAKEN. FORM 990, PAGE 6, PART VI, LINE 15B OTHER SALARIES ARE DETERMINED BY THE PRESIDENT AND REVIEWED ANNUALLY BY THE BOARD OF DIRECTORS. FORM 990, PAGE 6, PART VI, LINE 19 ALL GOVERNING DOCUMENTS, POLICY FOR CONFLICT OF INTEREST, AND FINANCIAL STATEMENTS ARE PROVIDED UPON REQUEST.