Nonprofit · EIN 83-1572601
HANALEI INITIATIVE
Tax-exempt · HANALEI, HI 96714
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $7,402,363 | $6,640,631 | $761,732 | $3,133,932 | $143 | $3,133,789 |
| December 31, 2023 | 990 | $6,582,969 | $6,707,311 | -$124,342 | $2,348,263 | $0 | $2,348,263 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $957,508
- Program service revenue
- $6,405,840
- Investment income
- $39,015
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $10,160
- Compensation of officers, directors and key employees
- $106,236
- Other salaries and wages
- $914,523
- Salaries, compensation and benefits (total)
- $1,396,617
- Professional fundraising fees
- $0
- Accounting fees
- $35,185
- Occupancy
- $209,395
- Travel
- $20,639
- Depreciation
- $97,791
- Program services (functional)
- $6,551,634
- Management and general (functional)
- $88,720
- Fundraising (functional)
- $277
Balance sheet and other
- Total assets, start of year
- $2,348,263
- Total assets, end of year
- $3,133,932
- Total liabilities, end of year
- $143
- Net assets, end of year
- $3,133,789
- Land, buildings and equipment
- $664,156
- Net assets without donor restrictions
- $2,302,070
- Net assets with donor restrictions
- $831,719
- Gross receipts
- $7,402,363
- Employees
- 42
- Volunteers
- 16
- Year formed
- 2018
- State of legal domicile
- HI
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 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Joel Guy | Executive Dir. Officer | 40 | $106,236 |
| Alanna Bauman | Treasurer Trustee or director, Officer | 0.7 | $0 |
| Amy Frazier | Vice President Trustee or director, Officer | 0.7 | $0 |
| Hermina Morita | President Trustee or director, Officer | 2 | $0 |
| Megan McCullough | Secretary Trustee or director, Officer | 0.7 | $0 |
| Mason Chock | Director Trustee or director | 0.7 | $0 |
| Monica Belz | Director Trustee or director | 0.3 | $0 |
| Janet Kass | Director Trustee or director | 1.6 | $0 |
| John Cook | Director Trustee or director | 0.1 | $0 |
990 for the year ended December 31, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Alanna Bauman | Treasurer Trustee or director, Officer | 0.5 | $0 |
| Amy Frazier | Vice President Trustee or director, Officer | 14.5 | $0 |
| Hermina Morita | President Trustee or director, Officer | 0.5 | $0 |
| Megan McCullough | Secretary Trustee or director, Officer | 0.5 | $0 |
| Mason Chock | Director Trustee or director | 0.5 | $0 |
| Monica Belz | Director Trustee or director | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 422, HANALEI, HI 96714-0422
- In care of
- % JOEL GUY
- Principal officer (990 for 2024)
- Hermina Morita, PO Box 422, Hanalei, HI 96714
- Signed the 990
- Hermina Morita, President
- Phone
- (808) 635-2074
- Return prepared by
- Chantal Mentzer Inc
Mission
Building strong networks and partnerships to drive impactful actions to malama our Kauai north shore community to thrive.
Program accomplishments
- Transportation: Since 2018, the Kauai North Shore Shuttle augments the County's public transportation system by providing more access to public transportation, reducing congestion. In 2021 the shuttle program was expanded and became integral to the integrated access and entry system to the Haena State Park to enable better stewardship of cultural and natural resources and reduce other impacts of congestion and overuse on the surrounding community. This was to fulfill the legislative intent in state law regarding state parks "that are designated by the [State of Hawaii] Board of Land and Natural Resources as environmentally, culturally, historically, or operationally unique and are supported by nonprofit corporations incorporated in accordance with state law solely for purposes of supporting state aims and goals of the designated state park, and operating under agreement with the appropriate agency solely for those purposes, aims, and goals, and to lessen the burden on government.Expenses $6,313,225 · revenue $6,396,998
- University of Hawaii - National Science Foundation environmental project.Expenses $139,753
- Wastewater strategies and feasibility investigation is a grant-funded program that began in October 2024 to implement a feasibility investigation into viable wastewater treatment strategies for the town of Hanalei. There is also a groundwater measuring system that will help inform wastewater work going forward. This was funded by a USDA Technical and Training grant program award received in 2025.Expenses $26,610
- Community Outreach.Expenses $25,075
- County Parks: We support improvements and upkeep of some aspects of County of Kauai parks in Hanalei.Expenses $23,029
- Economic Development: Provide a clean, affordable, and productive shared workspace meeting and learning center to assist the community in the development of entrepreneurial skills promoting a diversified economic base.Expenses $14,008 · revenue $8,797
- Flood Impact Mitigation: Building on our UH/NSF project efforts, we are implementing solutions that mitigate flood-related impacts to the North Shore community and other organizations. County of Kauai sub-grant administered by Hale Halawai 'Ohana 'O Hanalei. This is a 5-year project that received an initial award in March 2024.Expenses $9,934
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 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 83-1572601
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2018
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Community improvement and capacity building (S01)
- Assets (IRS master file)
- $3,133,932
- Income (IRS master file)
- $7,402,363
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $7,402,363 | $6,640,631 | $3,133,932 | XML |
| 990 | December 2023 | $6,582,969 | $6,707,311 | $2,348,263 | XML |
| 990 | December 2022 | $6,249,366 | $5,841,317 | $2,466,066 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | 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 83-1572601).
Questions about HANALEI INITIATIVE
- What is the EIN of HANALEI INITIATIVE?
- The employer identification number (EIN) of HANALEI INITIATIVE is 83-1572601.
- Is HANALEI INITIATIVE tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2018.
- Are donations to HANALEI INITIATIVE tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does HANALEI INITIATIVE 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 HANALEI INITIATIVE 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 HANALEI INITIATIVE last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of HANALEI INITIATIVE?
- The 990 for the year ended December 31, 2024 names Hermina Morita.
- Who are the officers and directors of HANALEI INITIATIVE?
- The 990 for the year ended December 31, 2024 lists 9 people; 1 received compensation from the organization, the highest $106,236 (Joel Guy, Executive Dir.).
- How much revenue does HANALEI INITIATIVE have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $7,402,363, expenses of $6,640,631 and total assets of $3,133,932 at year end.
Other nonprofits in HANALEI
- HANALEI-WAINIHA-HAENA COMMUNITY ASSOCIATION EIN 33-1871540 · last filed 990-N for 2025
- WAIPA FOUNDATION EIN 99-0313224 · last filed 990 for 2024
- WAIOLI VALLEY TARO HUI INC EIN 83-3715476 · last filed 990-N for 2025
- ALOHA SCHOOL EARLY LEARNING CENTER INC EIN 99-0185196 · last filed 990 for 2025
- HALE HALAWAI OHANA OHANALEI EIN 99-0304903 · last filed 990 for 2025
- KEKAHU FOUNDATION EIN 99-0303677 · last filed 990 for 2025
- PTA HAWAII CONGRESS EIN 99-0305469 · last filed 990 for 2025
- HANALEI RIVER HERITAGE FOUNDATION EIN 27-4596061 · last filed 990-PF for 2025
All nonprofits in HANALEI · Hawaii · Community improvement and capacity building