2025-08-12T19:07:54-05:00 2024-09-30 261659234 CW ASSOCIATES CPAS 700 BISHOP STREET SUITE 1040 HONOLULU HI 96813 990 2023-10-01 990250542 HO'OLA LAHUI HAWAII HOOL 8082400100 PO BOX 3990 LIHUE HI 96766 DAVID PETERS CHIEF EXECUTIVE OFFICER 8082400100 2025-08-12 1 0 RODNEY M HARANO P00389596 8085311040 2025-08-12 2023 2025-03-06 01:10:19Z DAVID PETERS PO BOX 3990 LIHUE HI 96766 14149220 0 X WWW.HOOLALAHUI.ORG X 1986 HI TO IMPROVE THE HEALTH AND WELL-BEING OF OUR COMMUNITY. 10 10 84 10 0 0 6389139 6728556 4044785 7124278 131686 296386 0 0 10565610 14149220 0 0 0 0 6287972 7790539 0 0 124589 3430426 4063216 9718398 11853755 847212 2295465 7303988 10267512 1116949 1785008 6187039 8482504 TO IMPROVE THE HEALTH AND WELL-BEING OF OUR COMMUNITY. 0 0 5641172 4506141 PRIMARY MEDICAL CARE SERVICES SERVED 3,644 PATIENTS, MANY OF WHOM ARE NATIVE HAWAIIAN. CHRONIC AND COMMUNICABLE DISEASES AND MATERNAL CHILD HEALTH ARE ENHANCED WITH EDUCATION ON SMOKING CESSATION, ASTHMA, AND NUTRITION. 2891762 1499293 A FULL RANGE OF DENTAL SERVICES WAS PROVIDED TO 1,347 CLIENTS FOR EMERGENCY, OPERATIVE, PREVENTIVE, AND PROSTHETIC CARE. MANY OF THE PATIENTS SERVED ARE ON MEDICAID OR UNINSURED WHOM MOST OTHER SERVICE PROVIDERS ARE UNABLE TO SERVE. 1418747 1118844 SUBSTANCE ABUSE AND MENTAL HEALTH SERVICES WERE PROVIDED IN A PRIMARY HEALTH CARE SETTING TO 565 CLIENTS THROUGH THERAPY AND INTERVENTION MODALITIES. 9951681 1 1 0 0 0 0 0 0 0 0 1 0 0 1 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 0 0 0 0 1 21 0 1 84 1 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X DAVID PETERS CEO 8082400100 4491 RICE STREET 106 LIHUE HI 96766 SAGUM SCOTT BOD - CHAIR 2.00 X X 0 0 0 HORNER PAUL BOD - VICE CHAIR 2.00 X X 0 0 0 SOKEI-ABREU CINDY BOD - TREASURER 2.00 X X 0 0 0 SAIKI GINGER BOD - SECRETARY 2.00 X X 0 0 0 VAUGHAN KILIPAKI BOD - MEMBER 2.00 X 0 0 0 ISRAELSEN KARL BOD - MEMBER 2.00 X 0 0 0 CHOCK ALBERT CHUCKY BOY BOD - MEMBER 2.00 X 0 0 0 HENTON DEBRA BOD - MEMBER 2.00 X 0 0 0 CASTILLO KAUI BOD - MEMBER 2.00 X 0 0 0 LIEN-FUA CHERYL BOD - MEMBER 2.00 X 0 0 0 ASHBY JULIE HR MANAGER 40.00 X 119946 0 16279 PETERS DAVID CHIEF EXECUTIVE OFFICER 40.00 X 270430 0 20590 PIMENTAL ROCHELLE DIRECTOR OF NURSING 40.00 X 129463 0 16394 PREM TINA CONTROLLER 40.00 X 142674 0 16570 BUNDSCHUH LAUREN DENTAL DIRECTOR 40.00 X 195109 0 18337 CHONG-HANNSEN DAMIEN MEDICAL DIRECTOR 40.00 X 287077 0 0 BRUCE ADRIANN PHYSICIAN 40.00 X 221855 0 15792 HAYASHI ANOLANI PHYSICIAN 40.00 X 217687 0 13707 LAU GARRETT DIRECTOR OF PHARMACY 40.00 X 180806 0 17696 LIN JAMES DENTIST 40.00 X 184637 0 16772 MUANA OWEN PHYSICIAN 40.00 X 243288 0 46636 2192972 0 198773 15 0 1 0 AMERISOURCEBERGEN DRUG CORP PO BOX 31000 HONOLULU HI 96849 PHARMACY RX 918346 LIFELINE MOBILE 2050 MCGAW ROAD COLUMBUS OH 43207 MOBILE CLINIC 334706 INTEGRATION TECHNOLOGIES INC 900 FORT STREET MALL SUITE 1722 HONOLULU HI 96813 IT SERVICES 277456 THE HARRY & JEANETTE WEINBERG FOUNDATION MSC 61418 PO BOX 1300 HONOLULU HI 96807 OFFICE LEASE 251022 REVELE PO BOX 88974 MILWAUKEE WI 53288 BILLING SERVICES 155595 8 6493996 234560 6728556 PATIENT SERVICE FEES 621400 5129013 5129013 PHARMACY 621400 1995265 1995265 7124278 296386 296386 14149220 7124278 0 296386 1460427 922328 513413 24686 4989880 4217618 731869 40393 123054 105090 17028 936 744615 609344 128105 7166 472563 378050 89787 4726 2836 2836 35235 35235 633916 616074 2974 14868 1630 1630 264875 175580 78072 11223 522414 419201 94752 8461 74342 66276 8066 56290 56290 242605 194084 36391 12130 194783 155826 38957 COST OF PHARMACEUTICALS 884249 884249 EQUIPMENT RENTAL AND MA 595956 595956 PROGRAM SUPPLIES 396464 396464 BAD DEBT 54036 54036 103585 103585 11853755 9951681 1777485 124589 84003 1668 4955133 8033428 638839 174586 37262 51961 55672 40810 2476800 1095051 1214348 1381749 318731 583310 7303988 10267512 773376 961099 45492 261757 298081 562152 1116949 1785008 X 5703080 7797617 483959 684887 6187039 8482504 7303988 10267512 2295465 0 X 0 1 X 1 1 1 X 5313121 6248836 6006131 6389139 6728556 30685783 5313121 6248836 6006131 6389139 6728556 30685783 30685783 14419 8070 6933 131686 296386 457494 31143277 21489382 0.98530 0.99400 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2476800 1095051 1381749 1381749 REFUNDABLE DEPOSITS 31474 RIGHT-OF-USE LEASE ASSET 551836 583310 OPERATING LEASE LIABILITIES 562152 562152 X 14042446 148190 148190 13894256 254964 254964 14149220 11947909 148190 148190 11799719 54036 54036 11853755 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 SEPTEMBER 30, 2024 AND 2023, AND FOR THE YEARS THEN ENDED, AND DETERMINED THAT 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: PROVISION FOR BAD DEBT 54,036. INCREASE IN NET ASSETS WITH DONOR RESTRICTIONS 200,928. PART XII, LINE 4B - OTHER ADJUSTMENTS: PROVISION FOR BAD DEBT 54,036. X X X 0 0 0 0 0 0 0 0 0 PETERS DAVID CHIEF EXECUTIVE OFFICER 258761 0 11669 0 0 0 7763 0 12827 0 291020 0 0 0 MUANA OWEN PHYSICIAN 225138 0 18150 0 0 0 6754 0 39882 0 289924 0 0 0 CHONG-HANNSEN DAMIEN MEDICAL DIRECTOR 251927 0 35150 0 0 0 0 0 0 0 287077 0 0 0 BRUCE ADRIANN PHYSICIAN 202705 0 19150 0 0 0 3126 0 12666 0 237647 0 0 0 HAYASHI ANOLANI PHYSICIAN 203537 0 14150 0 0 0 1219 0 12488 0 231394 0 0 0 BUNDSCHUH LAUREN DENTAL DIRECTOR 194959 0 150 0 0 0 5849 0 12488 0 213446 0 0 0 LIN JAMES DENTIST 146487 0 38150 0 0 0 1903 0 14869 0 201409 0 0 0 LAU GARRETT DIRECTOR OF PHARMACY 173600 0 7206 0 0 0 5208 0 12488 0 198502 0 0 0 PREM TINA CONTROLLER 124774 0 17900 0 0 0 3743 0 12827 0 159244 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B A DRAFT COPY OF FORM 990 IS PROVIDED TO THE CEO AND THE CONTROLLER FOR EVALUATION OF COMPLIANCE AND ACCURACY IN REPORTING. THE FULL BOARD OF DIRECTORS APPROVES THE FORM 990 PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION HAS A CONFLICT OF INTEREST POLICY THAT REQUIRES ALL BOARD MEMBERS AND KEY OFFICERS TO PROVIDE INFORMATION AS TO POTENTIAL CONFLICTS. CONFLICT OF INTEREST PROCEDURES REQUIRE ONLY DISINTERESTED PERSONS TO MAKE DECISIONS. BOARD MEMBERS ARE VOLUNTEERS AND SERVE WITHOUT COMPENSATION. FORM 990, PART VI, SECTION B, LINE 15 THE CEO AND KEY EMPLOYEES ARE EVALUATED ON AN ANNUAL BASIS AND THIS PROCESS WAS LAST UNDERTAKEN IN 2024. COMPENSATION IS DETERMINED USING COMPARABLE DATA FROM VARIOUS COMPENSATION SURVEYS. SURVEYS ARE USED IN CONJUNCTION WITH THE FOLLOWING FACTORS: YEARS OF EXPERIENCE, EDUCATION, TRAINING, CERTIFICATIONS, RESPONSIBILITY, AUTHORITY, COST OF LIVING, BUDGET SIZE, NUMBER OF EMPLOYEES MANAGED, AND PERFORMANCE. THE CEO SALARY IS APPROVED BY THE BOARD OF DIRECTORS AFTER THE ANNUAL EVALUATION COMMITTEE CONDUCTS A PERFORMANCE EVALUATION. THIS INFORMATION IS DOCUMENTED IN THE EXECUTIVE SESSION MINUTES AND PLACED IN THE PERSONNEL FILE FOR THE CEO. THE CEO DETERMINES KEY EMPLOYEES' SALARIES IN A SIMILAR MANNER AND SALARY RANGES ARE SET USING COMPENSATION SURVEYS AND COMPARABLES AT SIMILAR HEALTH CARE INSTITUTIONS IN THE LOCAL COMMUNITY. EMPLOYEE BENEFITS ARE REVIEWED ANNUALLY ALONG WITH COMPENSATION TO ASSURE THAT BENEFITS ARE EQUAL TO OTHER COMMUNITY NONPROFITS. THIS INFORMATION IS DOCUMENTED WITH SALARY SURVEYS BY THE HUMAN RESOURCES DEPARTMENT. FORM 990, PART VI, SECTION C, LINE 19 ALL FINANCIAL STATEMENTS AND GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST OF THE PUBLIC.