Nonprofit · EIN 99-0080460
HALE MAKUA HEALTH SERVICES
Tax-exempt · KAHULUI, HI 96732
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $60,508,545 | $60,158,367 | $350,178 | $27,051,217 | $9,981,551 | $17,069,666 |
| December 31, 2023 | 990 | $51,435,330 | $53,063,793 | -$1,628,463 | $23,541,034 | $13,195,074 | $10,345,960 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $3,799,142
- of which government grants
- $2,730,099
- Program service revenue
- $56,470,747
- Investment income
- $213,965
- Net gain from sales of assets
- -$120,500
- Net income from fundraising events
- -$17,215
- Other revenue
- $24,691
Expenses
- Grants and similar amounts paid
- $117,376
- Other salaries and wages
- $26,173,610
- Salaries, compensation and benefits (total)
- $32,924,992
- Professional fundraising fees
- $0
- Legal fees
- $68,081
- Accounting fees
- $141,780
- Occupancy
- $1,870,235
- Travel
- $152,373
- Depreciation
- $997,883
- Program services (functional)
- $53,304,532
- Management and general (functional)
- $5,655,217
- Fundraising (functional)
- $1,198,618
Balance sheet and other
- Total assets, start of year
- $23,541,034
- Total assets, end of year
- $27,051,217
- Total liabilities, end of year
- $9,981,551
- Net assets, end of year
- $17,069,666
- Land, buildings and equipment
- $6,528,657
- Net assets without donor restrictions
- $10,936,033
- Net assets with donor restrictions
- $6,133,633
- Gross receipts
- $60,650,760
- Employees
- 516
- Volunteers
- 13
- Year formed
- 1954
- 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 |
|---|---|---|---|---|
| BETHANY GEIGER | VICE PRESIDENT OF STRATEGY Highest-paid employee | 40 | $208,349 | $15,023 |
| ELOY ESPINO | STAFF NURSE RN Highest-paid employee | 40 | $200,590 | $18,068 |
| TEANA KAHOOHANOHANO | ADMINISTRATOR Highest-paid employee | 40 | $190,709 | $21,855 |
| ANGELINA SAIKI | STAFF NURSE RN Highest-paid employee | 40 | $199,711 | $7,995 |
| MONINA LEE | STAFF NURSE RN Highest-paid employee | 40 | $186,288 | $7,640 |
| EDWARD ROMSON | BOARD PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
| ROY SAKAMOTO | BOARD VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| ALEC MCBARNET | BOARD SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| WESLEY LO | CHIEF EXECUTIVE OFFICER Trustee or director, Officer | 40 | $0 | $0 |
| RICHARD KISHABA | BOARD DIRECTOR Trustee or director | 1 | $0 | $0 |
| EILEEN WACHI | BOARD DIRECTOR Trustee or director | 1 | $0 | $0 |
| KAREN OURA | BOARD DIRECTOR Trustee or director | 1 | $0 | $0 |
| MICHAEL MUNEKIYO | BOARD DIRECTOR Trustee or director | 1 | $0 | $0 |
| GRANT CHUN | BOARD DIRECTOR Trustee or director | 1 | $0 | $0 |
| JOSIAH NISHITA | BOARD DIRECTOR Trustee or director | 1 | $0 | $0 |
1 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SUANNE MORIKUNI | CHIEF FINANCIAL OFFICER Officer | 40 | $0 |
990 for the year ended December 31, 2023: 16 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ELOY ESPINO | STAFF NURSE RN Highest-paid employee | 40 | $199,641 | $3,249 |
| TEANA KAHOOHANOHANO | ADMINISTRATOR Highest-paid employee | 40 | $185,199 | $4,276 |
| TRACI NUNOKAWA | ADMINISTRATIVE DIRECTOR Highest-paid employee | 40 | $142,046 | $30,316 |
| ANGELINA SAIKI | STAFF NURSE RN Highest-paid employee | 40 | $160,620 | $11,698 |
| PAUL MATTFELD | WAILUKU ADMINISTRATOR Highest-paid employee | 40 | $169,741 | $1,581 |
| EDWARD ROMSON | BOARD PRESIDENT Trustee or director | 2 | $0 | $0 |
| ROY SAKAMOTO | BOARD VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| ALEC MCBARNET | BOARD SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| WESLEY LO | CHIEF EXECUTIVE OFFICER Trustee or director, Officer | 40 | $0 | $0 |
| RICHARD KISHABA | BOARD DIRECTOR Trustee or director | 1 | $0 | $0 |
| EILEEN WACHI | BOARD DIRECTOR Trustee or director | 1 | $0 | $0 |
| KAREN OURA | BOARD DIRECTOR Trustee or director | 1 | $0 | $0 |
| MICHAEL MUNEKIYO | BOARD DIRECTOR Trustee or director | 1 | $0 | $0 |
| GRANT CHUN | BOARD DIRECTOR Trustee or director | 1 | $0 | $0 |
| JOSIAH NISHITA | BOARD DIRECTOR Trustee or director | 1 | $0 | $0 |
| SUANNE MORIKUNI | CHIEF FINANCIAL OFFICER Officer | 40 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 472 KAULANA ST, KAHULUI, HI 96732-2050
- Principal officer (990 for 2024)
- WESLEY LO, 472 KAULANA STREET, KAHULUI, HI 967322099
- Signed the 990
- WESLEY LO, CHIEF EXECUTIVE OFFICER
- Phone
- (808) 877-2761
- Website
- WWW.HALEMAKUA.ORG
- Return prepared by
- KMH LLP
Mission
THE MISSION OF HALE MAKUA HEALTH IS TO IMPROVE THE WELL-BEING OF THOSE IN OUR CARE THROUGH COMPASSIONATE PERSONALIZED HEALTH SERVICES IN OUR HOME AND YOURS.
Program accomplishments
- HALE MAKUA NURSING HOMES PROVIDED AROUND THE CLOCK HEALTHCARE FOR APPROXIMATELY 78,000 PATIENT DAYS AT ITS KAHULUI LOCATION OF 254 BEDS AND FOR APPROXIMATELY 27,000 PATIENT DAYS AT ITS WAILUKU LOCATION OF 90 BEDS; HOME HEALTH BY HALE MAKUA PROVIDED IN-HOME SKILLED NURSING AND THERAPY SERVICES TO 378 (PRO-RATA) CLIENTS WITH APPROXIMATELY 8,000 VISITS MADE; ADULT DAY HEALTH BY HALE MAKUA PROVIDED APPROXIMATELY 3,000 DAYS OF CARE FOR CLIENTS WHO CURRENTLY LIVE IN THE COMMUNITY, AND CARE HOMES BY HALE MAKUA PROVIDED AROUND THE CLOCK HEALTHCARE FOR APPROXIMATELY 4,000 PATIENT DAYS AT ITS WAILUKU LOCATION OF 22 BEDS.Expenses $53,304,532 · grants $117,376 · revenue $47,408,148
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
- 99-0080460
- 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
- 1955
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E22Z)
- Assets (IRS master file)
- $27,051,217
- Income (IRS master file)
- $60,650,760
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $60,508,545 | $60,158,367 | $27,051,217 | XML |
| 990 | December 2023 | $51,435,330 | $53,063,793 | $23,541,034 | XML |
| 990 | December 2022 | $52,427,896 | $48,068,420 | $24,548,452 | IRS |
| 990 | December 2021 | – | – | – | 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 99-0080460).
Questions about HALE MAKUA HEALTH SERVICES
- What is the EIN of HALE MAKUA HEALTH SERVICES?
- The employer identification number (EIN) of HALE MAKUA HEALTH SERVICES is 99-0080460.
- Is HALE MAKUA HEALTH SERVICES tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1955.
- Are donations to HALE MAKUA HEALTH SERVICES tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does HALE MAKUA HEALTH SERVICES 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 HALE MAKUA HEALTH SERVICES 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 HALE MAKUA HEALTH SERVICES 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 HALE MAKUA HEALTH SERVICES?
- The 990 for the year ended December 31, 2024 names WESLEY LO.
- Who are the officers and directors of HALE MAKUA HEALTH SERVICES?
- The 990 for the year ended December 31, 2024 lists 16 people; 5 received compensation from the organization, the highest $208,349 (BETHANY GEIGER, VICE PRESIDENT OF STRATEGY).
- How much revenue does HALE MAKUA HEALTH SERVICES have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $60,508,545, expenses of $60,158,367 and total assets of $27,051,217 at year end.
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