Nonprofit · EIN 99-0143109
HALE MAHAOLU
Tax-exempt · KAHULUI, HI 96732
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $14,385,264 | $12,773,492 | $1,611,772 | $96,846,776 | $39,524,477 | $57,322,299 |
| December 31, 2023 | 990 | $14,466,996 | $12,441,972 | $2,025,024 | $65,113,266 | $10,588,138 | $54,525,128 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $1,274,732
- of which government grants
- $1,123,051
- Program service revenue
- $12,208,172
- Investment income
- $755,312
- Other revenue
- $147,048
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $306,979
- Other salaries and wages
- $5,257,065
- Salaries, compensation and benefits (total)
- $7,389,100
- Professional fundraising fees
- $0
- Legal fees
- $42,104
- Accounting fees
- $87,800
- Occupancy
- $620,381
- Travel
- $18,068
- Depreciation
- $484,088
- Program services (functional)
- $12,029,376
- Management and general (functional)
- $587,264
- Fundraising (functional)
- $156,852
Balance sheet and other
- Total assets, start of year
- $65,113,266
- Total assets, end of year
- $96,846,776
- Total liabilities, end of year
- $39,524,477
- Net assets, end of year
- $57,322,299
- Land, buildings and equipment
- $14,559,483
- Net assets without donor restrictions
- $57,155,593
- Net assets with donor restrictions
- $166,706
- Gross receipts
- $14,385,264
- Employees
- 120
- Volunteers
- 0
- Year formed
- 1967
- 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 |
|---|---|---|---|---|
| GRANT CHUN | FRM EXECUTIVE DIRECTOR Highest-paid employee | 3.33 | $232,489 | $51,808 |
| CANDIS WILKINSON | CONTROLLER Highest-paid employee | 3.33 | $150,705 | $0 |
| PAIGE MAMUAD | HR DIRECTOR Highest-paid employee | 3.33 | $134,428 | $0 |
| KEHAULANI FEGAI | HOUSING DIRECTOR Highest-paid employee | 3.33 | $118,551 | $0 |
| ANDERS LYONS | EXECUTIVE DIRECTOR Officer | 3.33 | $74,490 | $7,945 |
| GERALD HIYAKUMOTO | DIRECTOR Trustee or director | 0.08 | $0 | $0 |
| VALERIE MATSUNAGA | TREASURER Trustee or director, Officer | 0.08 | $0 | $0 |
| JOYCE TAMORI | DIRECTOR Trustee or director | 0.08 | $0 | $0 |
| TERVOR TOKISHI | PRESIDENT Trustee or director, Officer | 0.08 | $0 | $0 |
| GARY WATANABE | DIRECTOR Trustee or director | 0.08 | $0 | $0 |
| JERRYBETH DEMELLO | DIRECTOR Trustee or director | 0.08 | $0 | $0 |
| AIMEE YATSUSHIRO | DIRECTOR Trustee or director | 0.08 | $0 | $0 |
| MANUEL SUGUITAN | DIRECTOR Trustee or director | 0.08 | $0 | $0 |
| DON FUJIMOTO | SECRETARY Trustee or director, Officer | 0.08 | $0 | $0 |
| WILLIAM KINAKA | DIRECTOR Trustee or director | 0.08 | $0 | $0 |
1 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ERIC CHANG | VICE PRESIDENT Trustee or director, Officer | 0.08 | $0 |
990 for the year ended December 31, 2023: 18 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| GRANT CHUN | EXECUTIVE DIRECTOR Officer | 3.33 | $262,193 | $68,471 |
| PAIGE MAMUAD | HR DIRECTOR Highest-paid employee | 3.33 | $122,898 | $0 |
| CANDIS WILKINSON | CONTROLLER Highest-paid employee | 3.33 | $119,264 | $0 |
| KEHAULANI FEGAI | HOUSING DIRECTOR Highest-paid employee | 3.33 | $103,761 | $0 |
| GERALD HIYAKUMOTO | DIRECTOR Trustee or director | 0.08 | $0 | $0 |
| TERI HAMASAKI | 2ND VICE PRESIDENT Trustee or director, Officer | 0.08 | $0 | $0 |
| VALERIE MATSUNAGA | TREASURER Trustee or director, Officer | 0.08 | $0 | $0 |
| JOYCE TAMORI | DIRECTOR Trustee or director, Officer | 0.08 | $0 | $0 |
| TERVOR TOKISHI | 1ST VICE PRESIDENT Trustee or director, Officer | 0.08 | $0 | $0 |
| GARY WATANABE | DIRECTOR Trustee or director | 0.08 | $0 | $0 |
| TOM WELCH | DIRECTOR Trustee or director | 0.08 | $0 | $0 |
| JERRYBETH DEMELLO | DIRECTOR Trustee or director | 0.08 | $0 | $0 |
| ANDERS LYONS | PRESIDENT Trustee or director, Officer | 0.08 | $0 | $0 |
| AIMEE YATSUSHIRO | DIRECTOR Trustee or director | 0.08 | $0 | $0 |
| MANUEL SUGUITAN | DIRECTOR Trustee or director | 0.08 | $0 | $0 |
| DON FUJIMOTO | SECRETARY Trustee or director | 0.08 | $0 | $0 |
| WILLIAM KINAKA | DIRECTOR Trustee or director | 0.08 | $0 | $0 |
| ERIC CHANG | DIRECTOR Trustee or director | 0.08 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 200 HINA AVE, KAHULUI, HI 96732-1821
- In care of
- % COMMITTEE ON AGING
- Principal officer (990 for 2024)
- VALERIE M K MATSUNAGA, 200 HINA AVENUE, KAHULUI, HI 96732
- Signed the 990
- VALERIE M K MATSUNAGA, TREASURER
- Phone
- (808) 872-4100
- Website
- WWW.HALEMAHAOLU.ORG
- Return prepared by
- NOVOGRADAC & COMPANY LLP
Mission
TO DEVELOP AND MAINTAIN LOW-INCOME AND ELDERLY HOUSING PROJECTS AND OTHER RELATED PROGRAMS TO BENEFIT THE ELDERLY.
Program accomplishments
- TO PROVIDE RENTAL HOUSING TO LOW INCOME AND ELDERLY INDIVIDUALS.Expenses $3,144,230 · revenue $5,243,141
- TO PROVIDE ASSISTANCE AND FINANCIAL AID TO THE ELDERLY AND TO ENABLE THEM TO PURCHASE IN-HOME PERSONAL CARE ATTENDANT SERVICE.Expenses $799,128 · revenue $51,361
- TO PROVIDE MEALS TO ELDERLY INDIVIDUALS.Expenses $748,013 · revenue $2,285,180
- HALE MAHAOLU - PROVIDED SUPPORT FOR ALL PROGRAMS INCLUDING ITS OTHER AFFILIATED AGENCIES NOT INCLUDED IN THIS FORM 990.Expenses $7,338,005 · revenue $4,628,490
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
- 99-0143109
- 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
- 1971
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Housing and shelter (L210)
- Assets (IRS master file)
- $96,846,776
- Income (IRS master file)
- $14,385,264
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $14,385,264 | $12,773,492 | $96,846,776 | IRS |
| 990 | December 2023 | $14,466,996 | $12,441,972 | $65,113,266 | XML |
| 990 | December 2022 | $14,284,733 | $12,958,847 | $61,742,346 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | 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 99-0143109).
Questions about HALE MAHAOLU
- What is the EIN of HALE MAHAOLU?
- The employer identification number (EIN) of HALE MAHAOLU is 99-0143109.
- Is HALE MAHAOLU tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1971.
- Are donations to HALE MAHAOLU tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does HALE MAHAOLU 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 MAHAOLU 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 MAHAOLU 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 MAHAOLU?
- The 990 for the year ended December 31, 2024 names VALERIE M K MATSUNAGA.
- Who are the officers and directors of HALE MAHAOLU?
- The 990 for the year ended December 31, 2024 lists 16 people; 5 received compensation from the organization, the highest $232,489 (GRANT CHUN, FRM EXECUTIVE DIRECTOR).
- How much revenue does HALE MAHAOLU have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $14,385,264, expenses of $12,773,492 and total assets of $96,846,776 at year end.
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- HALE MAHAOLU AKAHI INC EIN 99-0351979 · last filed 990 for 2024
- HALE MAHAOLU EKOLU INC EIN 99-0266121 · last filed 990 for 2024
- HALEMAHAOLU EONO 5 INC EIN 99-0351982 · last filed 990 for 2024
- KUPAA ENTERPRISES EIN 39-2103475 · last filed 990-N for 2025
- HALE MAHAOLU EHIKU II INC EIN 02-0675730 · last filed 990-PF for 2024