Nonprofit · EIN 99-0073494
ALOHA UNITED WAY INC
Tax-exempt · HONOLULU, HI 96817
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $20,855,256 | $21,354,554 | -$499,298 | $23,539,068 | $5,169,821 | $18,369,247 |
| December 31, 2023 | 990 | $24,465,127 | $24,349,236 | $115,891 | $23,207,018 | $4,866,294 | $18,340,724 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $17,527,812
- of which government grants
- $5,248,843
- Program service revenue
- $0
- Investment income
- $749,084
- Net rental income
- $593,994
- Net gain from sales of assets
- $4,836
- Net income from fundraising events
- -$86,670
- Other revenue
- $2,578,360
Expenses
- Grants and similar amounts paid
- $14,352,285
- Compensation of officers, directors and key employees
- $729,965
- Other salaries and wages
- $3,121,973
- Salaries, compensation and benefits (total)
- $4,957,052
- Professional fundraising fees
- $0
- Legal fees
- $5,653
- Accounting fees
- $83,533
- Travel
- $18,339
- Depreciation
- $73,678
- Program services (functional)
- $17,456,932
- Management and general (functional)
- $2,364,235
- Fundraising (functional)
- $1,533,387
Balance sheet and other
- Total assets, start of year
- $23,207,018
- Total assets, end of year
- $23,539,068
- Total liabilities, end of year
- $5,169,821
- Net assets, end of year
- $18,369,247
- Land, buildings and equipment
- $2,756,194
- Publicly traded securities
- $7,197,681
- Net assets without donor restrictions
- $8,585,212
- Net assets with donor restrictions
- $9,784,035
- Gross receipts
- $37,396,369
- Employees
- 74
- Volunteers
- 904
- Year formed
- 1938
- 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 | Other / benefits |
|---|---|---|---|---|
| JOHN FINK | PRESIDENT/CEO Officer | 40 | $251,251 | $11,949 |
| EMMALY CALIBRARO | VP RESOURCE DEVELOPMENT Key employee | 40 | $159,252 | $8,820 |
| SUZANNE SKJOLD | COO Officer | 40 | $157,977 | $5,246 |
| VICTORIA FISHER | VP FINANCE & ACCOUNTING Officer | 40 | $126,910 | $8,560 |
| BRIAN BOWERS | DIRECTOR/CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| SU SHIN | DIRECTOR/VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| GUY CHURCHILL | DIRECTOR/TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| JIM ALBERTS | DIRECTOR/SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| BILL WEESHOFF | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CARRIE ANN TSUTSUI | DIRECTOR Trustee or director | 1 | $0 | $0 |
| COLBERT SETO | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DANE TERUYA | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DANIEL ARITA | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DANIEL CHUN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DOUG JOHNSTONE | DIRECTOR Trustee or director | 1 | $0 | $0 |
13 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GLEN KANESHIGE | DIRECTOR Trustee or director | 1 | $0 |
| GREG CARLSON | DIRECTOR Trustee or director | 1 | $0 |
| JASON HAGIWARA | DIRECTOR Trustee or director | 1 | $0 |
| JASON ITO | DIRECTOR Trustee or director | 1 | $0 |
| JAY ANA | DIRECTOR Trustee or director | 1 | $0 |
| KISAN JO | DIRECTOR Trustee or director | 1 | $0 |
| KRISTI O'HERON | DIRECTOR Trustee or director | 1 | $0 |
| MICHELLE KIRK | DIRECTOR Trustee or director | 1 | $0 |
| MICHELLLE STOFLE | DIRECTOR Trustee or director | 1 | $0 |
| PETER HIRANO | DIRECTOR Trustee or director | 1 | $0 |
| RICK HOPFER | DIRECTOR Trustee or director | 1 | $0 |
| ROWENA BUFFET TIMMS | DIRECTOR Trustee or director | 1 | $0 |
| SHEILA-ANNE EBERT | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 32 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JOHN FINK | PRESIDENT/CEO Officer | 40 | $250,000 | $25,729 |
| EMMALY CALIBRARO | VP RESOURCE DEVELOPMENT Key employee | 40 | $161,890 | $20,515 |
| SUZANNE SKJOLD | COO Officer | 40 | $154,100 | $14,966 |
| DAYLE MURAKAMI | VP FINANCE Officer | 40 | $123,757 | $29,099 |
| VICTORIA FISHER HIRED 41023 | VP FINANCE (STARTING 9/17/23) Officer | 40 | $87,731 | $10,205 |
| RICK CHING | DIRECTOR/CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| BRIAN BOWERS | DIRECTOR/VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| GUY CHURCHILL | DIRECTOR/TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| JIM ALBERTS | DIRECTOR/SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| JASON ITO | DIRECTOR Trustee or director | 1 | $0 | $0 |
| WILBERT HOLCK | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DANIEL ARITA | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CHRIS BENJAMIN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| WILL CUNNINGHAM | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JASON HAGIWARA | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SAVAN PATEL | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ERIKA LACRO | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MEGUMI SAKAE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SU SHIN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BETTINA MEHNERT | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ROWENA BUFFET TIMMS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| GREG CARLSON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| AVERY FUKEDA | DIRECTOR Trustee or director | 1 | $0 | $0 |
| RICK HOPFER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DOUG JONHSTONE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| GLEN KANESHIGE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DEE LIM | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DANE TERUYA | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CARRIE ANN TSUTSUI | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BILL WEESHOFF | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DANIEL CHUN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| COLBERT SETO | DIRECTOR Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 200 N VINEYARD BLVD STE 700, HONOLULU, HI 96817-3952
- In care of
- % NORMAN R BAKER
- Principal officer (990 for 2024)
- MICHELLE BARTELL, 200 N VINEYARD BLVD 700, HON, HI 96817
- Signed the 990
- MICHELLE BARTELL, PRESIDENT & CEO
- Phone
- (808) 536-1951
- Website
- WWW.AUW.ORG
- Return prepared by
- ACCUITY ADVISORS LLC
Mission
ALOHA UNITED WAY ADVANCES THE HEALTH, EDUCATION, AND FINANCIAL STABILITY OF EVERY PERSON IN OUR COMMUNITY BY BRINGING TOGETHER RESOURCES, ORGANIZATIONS, AND PEOPLE.
Program accomplishments
- COMMUNITY SUPPORT:WE ADDRESS THE GREATEST NEEDS OF OUR COMMUNITY, OFFER HOPE, AND PROVIDE OPPORTUNITIES TO IMPROVE THE QUALITY OF LIFE FOR FAMILIES IN HAWAII. THROUGH COMMUNITY-WIDE FUNDRAISING, WE HELP AMPLIFY THE POWER OF EACH GIFT TO MAKE A DIFFERENCE. ALOHA UNITED WAY (AUW) HAS LONG SUPPORTED DISASTER, CRISIS, FOOD, SHELTER AND EMERGENCY SUPPORT SERVICES THROUGH THE SAFETY NET FUND, AND ESTABLISHED THE ALICE (ASSET LIMITED INCOME CONSTRAINED EMPLOYED) FUND TO TACKLE THE ISSUES THAT CAUSE FINANCIAL INSTABILITY FOR INDIVIDUALS AND FAMILIES. THE ALICE REPORTS ALSO PROVIDE DATA THAT ARE INCREASINGLY INFORMING GOVERNMENT POLICY AND BUSINESS RESPONSE TO ADDRESS FINANCIAL STABILITY AND HOUSING. THROUGH TRANSFORMATIVE INITIATIVES THAT BRING TOGETHER PEOPLE, RESOURCES AND SUSTAINABLE SOLUTIONS, THE ALICE INITIATIVE STRIVES TO ENHANCE FINANCIAL STABILITY TO MAKE OUR COMMUNITY STRONGER AND MORE RESILIENT. AUW SUPPORTED OVER 500 INDEPENDENT NONPROFIT AGENCIES, SUPPORTING HEALTH AND HUMAN SERVICE SERVICES ACROSS THE STATE.Expenses $10,088,388 · grants $9,189,530
- CONTINUUM OF CARE:ALOHA UNITED WAY IS THE RECIPIENT OF VARIOUS CONTINUUM OF CARE ("COC") GRANTS FUNDED BY THE U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT ("HUD"). THE COC PROGRAM IS DESIGNED TO ASSIST OUR COMMUNITY'S HOMELESS POPULATION AND TO OPTIMIZE SELF-SUFFICIENCY. ALOHA UNITED WAY HAS BEEN AWARDED FOUR GRANTS UNDER HUD INCLUDING: PERMANENT SUPPORTIVE HOUSING, COC PLANNING ACTIVITIES, HOMELESS MANAGEMENT INFORMATION SYSTEM, AND THE COORDINATED ENTRY SYSTEM.Expenses $5,280,189 · grants $5,162,755
- 211 PROGRAM:211 IS A FREE, CONFIDENTIAL SERVICE OFFERED STATEWIDE FOR PEOPLE WHO NEED HELP. 211 PROVIDES INFORMATION ON A BROAD RANGE OF HEALTH AND HUMAN SERVICES FOR THE WHOLE COMMUNITY INCLUDING JOB PLACEMENT, CHILD CARE, SUBSTANCE USE DISORDER SUPPORT, AS WELL AS BASIC FOOD, SHELTER, CRISIS AND OTHER NEEDS. AUW 211 IS USED BY NUMEROUS GOVERNMENT AGENCIES TO CONNECT RESIDENTS TO SERVICE INFORMATION FOR CRISIS OR DISASTER RESPONSE. 211 IS ALSO THE NUMBER TO CALL WHEN PEOPLE WANT TO DONATE GOODS OR VOLUNTEER IN THE COMMUNITY. IN 2024, THE 211 PROGRAM RESPONDED TO MORE THAN 47,000 REQUESTS TO ITS STATEWIDE RESOURCE HELPLINE.Expenses $2,088,355 · revenue $2,071,036
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
- 99-0073494
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1966
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T700)
- Assets (IRS master file)
- $23,539,068
- Income (IRS master file)
- $37,396,369
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $20,855,256 | $21,354,554 | $23,539,068 | XML |
| 990-T | December 2024 | – | – | – | IRS |
| 990 | December 2023 | $24,465,127 | $24,349,236 | $23,207,018 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990 | December 2022 | $19,036,532 | $20,044,667 | $21,608,441 | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990-T | 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 99-0073494).
Questions about ALOHA UNITED WAY INC
- What is the EIN of ALOHA UNITED WAY INC?
- The employer identification number (EIN) of ALOHA UNITED WAY INC is 99-0073494.
- Is ALOHA UNITED WAY INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1966.
- Are donations to ALOHA UNITED WAY INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does ALOHA UNITED WAY INC 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 ALOHA UNITED WAY INC 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 ALOHA UNITED WAY INC 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 ALOHA UNITED WAY INC?
- The 990 for the year ended December 31, 2024 names MICHELLE BARTELL.
- Who are the officers and directors of ALOHA UNITED WAY INC?
- The 990 for the year ended December 31, 2024 lists 28 people; 4 received compensation from the organization, the highest $251,251 (JOHN FINK, PRESIDENT/CEO).
- How much revenue does ALOHA UNITED WAY INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $20,855,256, expenses of $21,354,554 and total assets of $23,539,068 at year end.
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