Nonprofit · EIN 99-0167275
KONA HISTORICAL SOCIETY
Tax-exempt (reinstated) · CAPTAIN COOK, HI 96704
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $459,661 | $356,700 | $102,961 | $1,678,933 | $211,360 | $1,467,573 |
| December 31, 2023 | 990 | $355,843 | $369,616 | -$13,773 | $1,583,610 | $243,793 | $1,339,817 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $332,982
- of which government grants
- $122,455
- Membership dues
- $16,085
- Program service revenue
- $113,548
- Investment income
- $3,596
- Other revenue
- $9,535
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $48,983
- Other salaries and wages
- $175,008
- Salaries, compensation and benefits (total)
- $250,798
- Professional fundraising fees
- $0
- Accounting fees
- $1,047
- Occupancy
- $29,331
- Travel
- $303
- Depreciation
- $6,809
- Program services (functional)
- $311,258
- Management and general (functional)
- $45,442
Balance sheet and other
- Total assets, start of year
- $1,583,610
- Total assets, end of year
- $1,678,933
- Total liabilities, end of year
- $211,360
- Net assets, end of year
- $1,467,573
- Land, buildings and equipment
- $1,272,732
- Publicly traded securities
- $124,829
- Net assets without donor restrictions
- $1,002,242
- Net assets with donor restrictions
- $465,331
- Gross receipts
- $459,661
- Employees
- 15
- Volunteers
- 20
- Year formed
- 1976
- 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 |
|---|---|---|---|---|
| MICHELLE ROMO | EXECUTIVE DI Officer | 40 | $43,053 | $7,322 |
| LISA GREENWELL HUMMEL | PRESIDENT Trustee or director, Officer | 10 | $0 | $0 |
| DYLAN NONAKA | VICE PRESIDE Trustee or director, Officer | 0.3 | $0 | $0 |
| KEHELELANI ALOHIKEA-SMITH | SECRETARY Trustee or director, Officer | 0.3 | $0 | $0 |
| MORGAN TAYLOR | SECRETARY Trustee or director, Officer | 0.3 | $0 | $0 |
| HUDSON COWELL | DIRECTOR Trustee or director | 0.3 | $0 | $0 |
| HANNAH SPRINGER | DIRECTOR Trustee or director | 0.3 | $0 | $0 |
| MIKE VITOUSEK | DIRECTOR Trustee or director | 0.3 | $0 | $0 |
| JULIANA KAILIHIWA | DIRECTOR Trustee or director | 0.3 | $0 | $0 |
| ALENA GRIFFEY | DIRECTOR Trustee or director | 0.3 | $0 | $0 |
| SHANE AKONI NELSEN | DIRECTOR Trustee or director | 0.3 | $0 | $0 |
| LAYSAN UNGER | DIRECTOR Trustee or director | 3 | $0 | $0 |
990 for the year ended December 31, 2023: 12 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MICHELLE ROMO | EXECUTIVE DI Officer | 40 | $64,688 | $7,794 |
| LISA GREENWELL HUMMEL | PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
| DYLAN NONAKA | VP/GOVERNANC Trustee or director, Officer | 0.3 | $0 | $0 |
| ETHAN OLINS | TREAS/FINANC Trustee or director, Officer | 0.3 | $0 | $0 |
| DAISY MITCHELL | DIRECTOR Trustee or director | 0.3 | $0 | $0 |
| KEHELELANI ALOHIKEA-SMITH | SECRETARY Trustee or director, Officer | 0.3 | $0 | $0 |
| MIKE VITOUSEK | DEVELOPMENT Trustee or director, Officer | 0.3 | $0 | $0 |
| HANNAH SPRINGER | DIRECTOR Trustee or director | 0.3 | $0 | $0 |
| LIANA MCDONALD-KAINOA | DIRECTOR Trustee or director | 0.3 | $0 | $0 |
| JAMAICA CANAS | DIRECTOR Trustee or director | 0.3 | $0 | $0 |
| ALENA GRIFFEY | DIRECTOR Trustee or director | 0.3 | $0 | $0 |
| SHAND AKONI NELSON | DIRECTOR Trustee or director | 0.3 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 398, CAPTAIN COOK, HI 96704-0398
- Principal officer (990 for 2024)
- LISA GREENWELL HUMMEL, PO BOX 398, CAPTAIN COOK, HI 96704
- Signed the 990
- LISA GREENWELL HUMMEL, PRESIDENT
- Phone
- (808) 323-3222
- Website
- WWW.KONAHISTORICAL.ORG
- Return prepared by
- CARBONARO CPAS & MANAGEMENT GROUP
Mission
THE KONA HISTORICAL SOCIETY PRESERVES THE HISTORY OF KONA TO ENRICH, INSPIRE, AND INFORM OUR COMMUNITY AND VISITORS. WE DO THIS THROUGH COLLECTING, PRESERVING, RESEARCHING, INTERPRETING, AND DISSEMINATING THE HISTORY OF KONA, WITH SPECIAL EMPHASIS ON THE PERIOD FROM 1830 TO THE PRESENT. THE KONA HISTORICAL SOCIETY CONNECTS PAST, CURRENT, AND FUTURE GENERATIONS TO KONA AND HAWAII'S HISTORY, AND INSPIRES AN APPRECIATION OF ITS HERITAGE.
Program accomplishments
- KONA COFFEE LIVING HISTORY FARM. PATRONS AND STUDENTS ARE INSPIRED BY THE LIVES OF PIONEER COFFEE FARMERS. COSTUMED INTERPRETERS DEMONSTRATE JAPANESE COOKING USING TRADITIONAL IMPLEMENTS AND A WOOD-BURNING STOVE, AND DEMONSTRATE HOW COFFEE IS PICKED AND PROCESSED, WHILE EXPLAINING THE ROLE OF THE DONKEY IN COFFEE FARMING. VISITORS LEAVE THE SITE WITH AN APPRECIATION OF THE CRITICAL ROLE OF CHILDREN IN THE SUCCESS OF THE COFFEE FARM, AND THE CONTRAST BETWEEN THEIR OWN MODERN LIFE AND THE FAMILY OF 1920'S KONA MAUKA. JAPANESE AMERICAN AND LOCAL IMMIGRANT CULTURE, IN PARTICULAR, IS EMPHASIZED IN PROGRAM PERFORMANCES AND CULTURAL CRAFT FAIR ACTIVITIES.Expenses $121,392 · revenue $48,003
- H.N. GREENWELL STORE MUSEUM. VISITORS ENTER THE STONE BUILDING CONSTRUCTED CA. 1870, WHERE IMPORTED AND EXPORTED GOODS FORM THE LATE 19TH CENTURY ARE DISPLAYED AND EXPLAINED, WITH OPPORTUNITIES FOR VISITORS TO TOUCH AND EXPERIENCE THE OBJECTS. TRAINED AND COSTUMED INTERPRETERS DISCUSS SUBJECTS INCLUDING RANCHING, DAIRYING, LAND USE, ETHNIC GROUPS, AND TRADE WITH THE OUTSIDE WORLD.Expenses $56,026 · revenue $22,155
- PORTUGUESE STONE OVEN. PARTICIPANTS VISITING ON THURSDAYS PARTICIPATE IN ROLLING AND PANNING THE DOUGH AS PART OF THE AUTHENTIC BREAD-BAKING PROGRAM. AN IMPORTANT LEARNING OUTCOME IS A BETTER UNDERSTANDING OF PORTUGUESE TRADITIONS, INCLUDING HOW SWEETBREAD BECOME PART OF HAWAII'S CULTURE. ABOUT 100 LOAVES OF BREAD ARE BAKED AND SOLD EACH WEEK TO A STEADY STREAM OF CUSTOMERS, FURTHERING THEIR APPRECIATION OF KONA'S CULTURE.Expenses $9,337 · revenue $3,692
- OTHER ACTIVITIES AND PROGRAMS INCLUDE EXHIBITS, FESTIVALS CELEBRATING LOCAL CULTURE AND HOLIDAYS, AWARD-WINNING PUBLICATIONS, SPECIAL EVENTS, JEEP TOURS TO REMOTE CULTURAL SITES, ARCHIVAL PROJECTS AND REFERENCE, FILMS, PODCASTS, ORAL HISTORIES, AND THEATER PRODUCTIONS FEATURING CHARACTERS FROM KONA'S HISTORY, LECTURES, AND ARCHIVAL PROJECTS, AND TOURS OF HISTORIC CEMETERIES.Expenses $124,503 · revenue $49,233
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
- 99-0167275
- 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
- 2019
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Arts, culture and humanities (A23)
- Assets (IRS master file)
- $1,678,933
- Income (IRS master file)
- $459,661
Revocation and reinstatement
- Exemption revoked
- May 15, 2018
- Posted by the IRS
- February 12, 2019
- Reinstated
- Effective May 15, 2018
From the IRS automatic revocation list: organizations that did not file a required return or e-Postcard for three consecutive years.
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $459,661 | $356,700 | $1,678,933 | XML |
| 990 | December 2023 | $355,843 | $369,616 | $1,583,610 | XML |
| 990 | December 2022 | $463,246 | $488,427 | $1,541,624 | 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 99-0167275).
Questions about KONA HISTORICAL SOCIETY
- What is the EIN of KONA HISTORICAL SOCIETY?
- The employer identification number (EIN) of KONA HISTORICAL SOCIETY is 99-0167275.
- Is KONA HISTORICAL SOCIETY tax-exempt?
- Yes. The IRS revoked its exemption on May 15, 2018 and reinstated it effective May 15, 2018.
- Are donations to KONA HISTORICAL SOCIETY tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does KONA HISTORICAL SOCIETY 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 KONA HISTORICAL SOCIETY 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 KONA HISTORICAL SOCIETY 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 KONA HISTORICAL SOCIETY?
- The 990 for the year ended December 31, 2024 names LISA GREENWELL HUMMEL.
- Who are the officers and directors of KONA HISTORICAL SOCIETY?
- The 990 for the year ended December 31, 2024 lists 12 people; 1 received compensation from the organization, the highest $43,053 (MICHELLE ROMO, EXECUTIVE DI).
- How much revenue does KONA HISTORICAL SOCIETY have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $459,661, expenses of $356,700 and total assets of $1,678,933 at year end.
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All nonprofits in CAPTAIN COOK · Hawaii · Arts, culture and humanities