Nonprofit · EIN 99-0269551
HAWAII EMERGENCY PHYSICIANS EDUCATION FOUNDATION
Tax-exempt · KAILUA, HI 96734
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $44,495 | $19,612 | $24,883 | $79,848 | $0 | $79,848 |
| December 31, 2024 | 990-PF | $56,647 | $40,527 | $16,120 | $54,965 | $0 | $54,965 |
| December 31, 2023 | 990-PF | $7,923 | $61,036 | -$53,113 | $34,345 | $0 | $34,345 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $42,000
- Dividends
- $994
- Net gain from sales of assets
- $1,501
Expenses
- Grants and similar amounts paid
- $19,500
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $19,500
- Excise tax on investment income
- $34
Balance sheet and other
- Total assets, start of year
- $54,965
- Total assets, end of year
- $79,848
- Total liabilities, end of year
- $0
- Net assets, end of year
- $79,848
- Fair market value of assets
- $86,597
- Qualifying distributions
- $19,500
- Net investment income
- $2,495
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-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CRAIG THOMAS C/O HEPA EDUC FDN PO BOX 1266, KAILUA, HI 96734 | PRESIDENT | 4 | $0 |
| KATHERINE HEINZEN-JIM C/O HEPA EDUC FDN PO BOX 1266, KAILUA, HI 96734 | TREASURER, SECRETARY | 2 | $0 |
| ALEX BERK C/O HEPA EDUC FDN PO BOX 1266, KAILUA, HI 96734 | VICE PRESIDENT | 1 | $0 |
| BRIAN BOSSCHER C/O HEPA EDUC FDN PO BOX 1266, KAILUA, HI 96734 | VICE PRESIDENT | 1 | $0 |
| AMBER CIBRARIO C/O HEPA EDUC FDN PO BOX 1266, KAILUA, HI 96734 | VICE PRESIDENT | 1 | $0 |
| NATHAN CHIN C/O HEPA EDUC FDN PO BOX 1266, KAILUA, HI 96734 | VICE PRESIDENT - RESIGNED 6/1/25 | 1 | $0 |
| CHARLES DUKE C/O HEPA EDUC FDN PO BOX 1266, KAILUA, HI 96734 | VICE PRESIDENT | 1 | $0 |
| JESSICA DUKE C/O HEPA EDUC FDN PO BOX 1266, KAILUA, HI 96734 | VICE PRESIDENT | 1 | $0 |
| TOM FORNEY C/O HEPA EDUC FDN PO BOX 1266, KAILUA, HI 96734 | VICE PRESIDENT | 1 | $0 |
| OLIVER FUJIMA C/O HEPA EDUC FDN PO BOX 1266, KAILUA, HI 96734 | VICE PRESIDENT - RESIGNED 3/10/25 | 1 | $0 |
| BRYAN HARVELL C/O HEPA EDUC FDN PO BOX 1266, KAILUA, HI 96734 | VICE PRESIDENT | 1 | $0 |
| LISA JACOBSON C/O HEPA EDUC FDN PO BOX 1266, KAILUA, HI 96734 | VICE PRESIDENT | 1 | $0 |
| TOM FORNEY C/O HEPA EDUC FDN PO BOX 1266, KAILUA, HI 96734 | VICE PRESIDENT | 1 | $0 |
| BENNETT LEE C/O HEPA EDUC FDN PO BOX 1266, KAILUA, HI 96734 | VICE PRESIDENT | 1 | $0 |
| AUDREY MCCANDLESS C/O HEPA EDUC FDN PO BOX 1266, KAILUA, HI 96734 | VICE PRESIDENT | 1 | $0 |
7 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LUKE METZKER C/O HEPA EDUC FDN PO BOX 1266, KAILUA, HI 96734 | VICE PRESIDENT | 1 | $0 |
| GRACE PACKARD C/O HEPA EDUC FDN PO BOX 1266, KAILUA, HI 96734 | VICE PRESIDENT - RESIGNED 5/31/25 | 1 | $0 |
| TRAVIS PARKER C/O HEPA EDUC FDN PO BOX 1266, KAILUA, HI 96734 | VICE PRESIDENT | 1 | $0 |
| EDWARD RUHLAND C/O HEPA EDUC FDN PO BOX 1266, KAILUA, HI 96734 | VICE PRESIDENT | 1 | $0 |
| WILL SCRUGGS C/O HEPA EDUC FDN PO BOX 1266, KAILUA, HI 96734 | VICE PRESIDENT | 1 | $0 |
| JACOB SHANNON C/O HEPA EDUC FDN PO BOX 1266, KAILUA, HI 96734 | VICE PRESIDENT | 1 | $0 |
| JASON WOO C/O HEPA EDUC FDN PO BOX 1266, KAILUA, HI 96734 | VICE PRESIDENT | 1 | $0 |
990-PF for the year ended December 31, 2024: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CRAIG S THOMAS MD C/O HEPA EDUC FDN PO BOX 1266, KAILUA, HI 96734 | PRESIDENT - RESIGNED 12/31/24 | 4 | $0 |
| KATHERINE HEINZEN-JIM MD C/O HEPA EDUC FDN PO BOX 1266, KAILUA, HI 96734 | TREASURER, SECRETARY | 2 | $0 |
| OAKLEY DAVIS MD C/O HEPA EDUC FDN PO BOX 1266, KAILUA, HI 96734 | VICE PRESIDENT | 1 | $0 |
| ANN MALIA HALEAKALA MD C/O HEPA EDUC FDN PO BOX 1266, KAILUA, HI 96734 | VICE PRESIDENT | 1 | $0 |
| ERIN SMITH MD C/O HEPA EDUC FDN PO BOX 1266, KAILUA, HI 96734 | VICE PRESIDENT - RESIGNED 4/11/24 | 1 | $0 |
| JOSEPH BORER C/O HEPA EDUC FDN PO BOX 1266, KAILUA, HI 96734 | VICE PRESIDENT | 1 | $0 |
| LUKE METZKER C/O HEPA EDUC FDN PO BOX 1266, KAILUA, HI 96734 | VICE PRESIDENT | 1 | $0 |
990-PF for the year ended December 31, 2023: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CRAIG S THOMAS MD C/O HEPA EDUC FDN PO BOX 1266, KAILUA, HI 96734 | PRESIDENT | 4 | $0 |
| KATHERINE HEINZEN-JIM MD C/O HEPA EDUC FDN PO BOX 1266, KAILUA, HI 96734 | TREASURER, SECRETARY | 2 | $0 |
| OAKLEY DAVIS MD C/O HEPA EDUC FDN PO BOX 1266, KAILUA, HI 96734 | VICE PRESIDENT | 1 | $0 |
| ANN MALIA HALEAKALA MD C/O HEPA EDUC FDN PO BOX 1266, KAILUA, HI 96734 | VICE PRESIDENT | 1 | $0 |
| ERIN SMITH MD C/O HEPA EDUC FDN PO BOX 1266, KAILUA, HI 96734 | VICE PRESIDENT | 4 | $0 |
| JOSEPH BORER C/O HEPA EDUC FDN PO BOX 1266, KAILUA, HI 96734 | VICE PRESIDENT | 1 | $0 |
| LUKE METZKER C/O HEPA EDUC FDN PO BOX 1266, KAILUA, HI 96734 | VICE PRESIDENT | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 1266, KAILUA, HI 96734-1266
- Signed the 990-PF
- KATHERINE HEINZEN JIM MD, PRESIDENT
- Phone
- (808) 263-7203
- Return prepared by
- CW ASSOCIATES CPAS
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. 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 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 99-0269551
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2000
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T99)
- Assets (IRS master file)
- $79,848
- Income (IRS master file)
- $47,994
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $44,495 | $19,612 | $79,848 | IRS |
| 990-PF | December 2024 | $56,647 | $40,527 | $54,965 | IRS |
| 990-PF | December 2023 | $7,923 | $61,036 | $34,345 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | 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 99-0269551).
Questions about HAWAII EMERGENCY PHYSICIANS EDUCATION FOUNDATION
- What is the EIN of HAWAII EMERGENCY PHYSICIANS EDUCATION FOUNDATION?
- The employer identification number (EIN) of HAWAII EMERGENCY PHYSICIANS EDUCATION FOUNDATION is 99-0269551.
- Is HAWAII EMERGENCY PHYSICIANS EDUCATION FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
- Are donations to HAWAII EMERGENCY PHYSICIANS EDUCATION FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does HAWAII EMERGENCY PHYSICIANS EDUCATION FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HAWAII EMERGENCY PHYSICIANS EDUCATION FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HAWAII EMERGENCY PHYSICIANS EDUCATION FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of HAWAII EMERGENCY PHYSICIANS EDUCATION FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 22 people; 0 received compensation from the organization.
- How much revenue does HAWAII EMERGENCY PHYSICIANS EDUCATION FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $44,495, expenses of $19,612 and total assets of $79,848 at year end.
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- NATIONAL CHRISTIAN CHARITABLE FOUNDATION INC EIN 80-0256256 · last filed 990-EZ for 2025
All nonprofits in KAILUA · Hawaii · Philanthropy, voluntarism and grantmaking foundations