Nonprofit · EIN 82-2232031
OHANA INSTITUTE FOUNDATION
Tax-exempt · INLET BEACH, FL 32461
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-EZ | $117,735 | $106,208 | $11,527 | $7,008 | $13,808 | -$6,800 |
| December 31, 2023 | 990 | $180,648 | $205,689 | -$25,041 | $1,448,445 | $1,466,772 | -$18,327 |
Financial details: 990-EZ for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $18,109
- Program service revenue
- $99,626
Expenses
- Compensation of officers, directors and key employees
- $0
- Professional fees and payments to contractors
- $16,021
- Other expenses
- $90,187
- Program services (functional)
- $19,330
Balance sheet and other
- Total assets, start of year
- $1,448,445
- Total assets, end of year
- $7,008
- Total liabilities, end of year
- $13,808
- Net assets, end of year
- -$6,800
- Cash, savings and investments
- $7,008
- Gross receipts
- $117,735
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-EZ for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Elizabeth L Burgtorf | Director | 0 | $0 |
| Jane Solomon | Director | 0 | $0 |
| Julie Martin | Director | 0 | $0 |
| Jeff Martin | Director | 0 | $0 |
| Cyndi Wilkenson | Director | 0 | $0 |
| Elizabeth L Burgtorf | Director | 5 | $0 |
| Jane Solomon | Trustee | 5 | $0 |
| Julie Martin | Trustee | 5 | $0 |
| Jeff Martin | Trustee | 5 | $0 |
| Cyndi Wilkenson | Trustee | 5 | $0 |
990 for the year ended December 31, 2023: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Elizabeth L Burgtorf | Director Trustee or director | 0 | $0 |
| Jane Solomon | Director Trustee or director | 0 | $0 |
| Julie Martin | Director Trustee or director | 0 | $0 |
| Jeff Martin | Director Trustee or director | 0 | $0 |
| Cyndi Wilkenson | Director Trustee or director | 0 | $0 |
| Elizabeth L Burgtorf | Director | 5 | $0 |
| Jane Solomon | Trustee | 5 | $0 |
| Julie Martin | Trustee | 5 | $0 |
| Jeff Martin | Trustee | 5 | $0 |
| Cyndi Wilkenson | Trustee | 5 | $0 |
Address and contacts
- Address (IRS master file)
- 12805 US 98 E, INLET BEACH, FL 32461-9630
- In care of
- % ELIZABETH L BURGTORF
- Signed the 990-EZ
- Elizabeth L Burgtorf, Director
- Phone
- (850) 231-1140
- Return prepared by
- Strickland & Company PC
Mission
The Ohana Institute Foundation (OIF) was formed in order to meet and exceed the financial needs that student tuition cannot cover. The OIF believes in the mission and vision of Ohana and as such, is motivated to commit their time and resources to funding Ohana in its educational and growth pursuits. These efforts include funding new student programs, travel experiences, scholarships and specialty personnel costs. Additionally, the OIF intends to provide funding support for a new facility with the build-out of a state-of-the-art learning environment.
Program accomplishments
- The organization provides financial support to the Ohana Institute, including, without limitation, funding new student programs, travel experiences, scholarships and specialty personnel costs. Additionally, the OIF intends to provide funding support for a new facility with the build a new state-of-the-art learning facility to be located near the facilities of the Institute.Expenses $19,330
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-EZ on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 82-2232031
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization, Type I
- Donations deductible (Pub 78)
- Supporting organization, 50% limit
- Exempt since
- 2018
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B11)
- Assets (IRS master file)
- $7,008
- Income (IRS master file)
- $117,735
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | December 2024 | $117,735 | $106,208 | $7,008 | XML |
| 990 | December 2023 | $180,648 | $205,689 | $1,448,445 | XML |
| 990 | December 2021 | $181,553 | $128,763 | $1,564,811 | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 82-2232031).
Questions about OHANA INSTITUTE FOUNDATION
- What is the EIN of OHANA INSTITUTE FOUNDATION?
- The employer identification number (EIN) of OHANA INSTITUTE FOUNDATION is 82-2232031.
- Is OHANA INSTITUTE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2018.
- Are donations to OHANA INSTITUTE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization, 50% limit).
- Which annual return does OHANA INSTITUTE FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of OHANA INSTITUTE FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did OHANA INSTITUTE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended December 2024.
- Who are the officers and directors of OHANA INSTITUTE FOUNDATION?
- The 990-EZ for the year ended December 31, 2024 lists 10 people; 0 received compensation from the organization.
- How much revenue does OHANA INSTITUTE FOUNDATION have?
- On its 990-EZ for the year ended December 31, 2024 it reported revenue of $117,735, expenses of $106,208 and total assets of $7,008 at year end.
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