Nonprofit · EIN 99-0333370
EFFECTIVE PLANNING INNOVATIVE COMMUNICATION INC
Tax-exempt · HONOLULU, HI 96817
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $7,639,575 | $7,889,518 | -$249,943 | $4,458,402 | $1,043,002 | $3,415,400 |
| June 30, 2024 | 990 | $7,638,607 | $7,519,742 | $118,865 | $4,967,048 | $1,301,705 | $3,665,343 |
| June 30, 2023 | 990 | $6,442,193 | $6,579,382 | -$137,189 | $5,035,129 | $1,488,651 | $3,546,478 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $7,268,062
- of which government grants
- $6,353,804
- Program service revenue
- $0
- Investment income
- $60,947
- Other revenue
- $310,566
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $117,144
- Other salaries and wages
- $4,888,669
- Salaries, compensation and benefits (total)
- $6,184,443
- Professional fundraising fees
- $0
- Occupancy
- $359,657
- Travel
- $241,514
- Depreciation
- $907
- Program services (functional)
- $7,444,298
- Management and general (functional)
- $422,790
- Fundraising (functional)
- $22,430
Balance sheet and other
- Total assets, start of year
- $4,967,048
- Total assets, end of year
- $4,458,402
- Total liabilities, end of year
- $1,043,002
- Net assets, end of year
- $3,415,400
- Land, buildings and equipment
- $5,444
- Net assets without donor restrictions
- $2,112,164
- Net assets with donor restrictions
- $1,303,236
- Gross receipts
- $7,639,575
- Employees
- 112
- Year formed
- 1998
- 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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DELIA ULIMA | Executive Dir. Officer | 40 | $117,144 |
| KE'OPU REELITZ | Director Trustee or director | 1 | $0 |
| KAREN WORTHINGTON | Chair Trustee or director, Officer | 1 | $0 |
| PATRICK KSL YIM | VICE CHAIR Trustee or director, Officer | 1 | $0 |
| LISA JACOBS | Secretary Trustee or director, Officer | 1 | $0 |
| TAYNE SEKIMURA | Treasurer Trustee or director, Officer | 1 | $0 |
| CLEO BROWN | Director Trustee or director | 1 | $0 |
| WIMMIE WONG LUI | Director Trustee or director | 1 | $0 |
| RYKER WADA | Director Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 12 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| LAURIE TOCHIKI | Executive Dir. Officer | 40 | $131,504 | $10,456 |
| KAREN WORTHINGTON | Chair Trustee or director, Officer | 1 | $0 | $0 |
| PATRICK KSL YIM | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| LISA JACOBS | Secretary Trustee or director, Officer | 1 | $0 | $0 |
| TAYNE SEKIMURA | Treasurer Trustee or director, Officer | 1 | $0 | $0 |
| GREGORY DUNN | Director Trustee or director | 1 | $0 | $0 |
| ARLYNNA HOWELL-LIVINGSTON | Director Trustee or director | 1 | $0 | $0 |
| KERRIE UROSEVICH | Director Trustee or director | 1 | $0 | $0 |
| WIMMIE WONG LUI | Director Trustee or director | 1 | $0 | $0 |
| JENNIFER OYER | Director Trustee or director | 1 | $0 | $0 |
| RYKER WADA | Director Trustee or director | 1 | $0 | $0 |
| DELIA ULIMA | Executive Dir. Trustee or director, Officer | 0 | $0 | $0 |
990 for the year ended June 30, 2023: 13 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| LAURIE TOCHIKI | Executive Dir. Officer | 40 | $118,850 | $9,697 |
| KAREN WORTHINGTON | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| PATRICK KSL YIM | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| LISA JACOBS | Secretary Trustee or director, Officer | 1 | $0 | $0 |
| TAYNE SEKIMURA | Treasurer Trustee or director, Officer | 1 | $0 | $0 |
| SUSAN CHANDLER | Director Trustee or director | 1 | $0 | $0 |
| GREGORY DUNN | Director Trustee or director | 1 | $0 | $0 |
| ARLYNNA HOWELL-LIVINGSTON | Director Trustee or director | 1 | $0 | $0 |
| PETER LEWIS | Director Trustee or director | 1 | $0 | $0 |
| JESSICA MORIKONE | Director Trustee or director | 1 | $0 | $0 |
| JENNIFER OYER | Director Trustee or director | 1 | $0 | $0 |
| KERRIE UROSEVICH | Director Trustee or director | 1 | $0 | $0 |
| WIMMIE WONG LUI | Director Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1130 N NIMITZ HWY RM C210, HONOLULU, HI 96817-6514
- Principal officer (990 for 2024)
- DELIA ULIMA, 1130 N NIMITZ HIGHWAY STE C-210, HONOLULU, HI 96817
- Signed the 990
- DELIA ULIMA, Executive Director
- Phone
- (808) 838-7752
- Website
- www.epicohana.org
- Return prepared by
- Linked Accounting LLP
Mission
THE ORGANIZATION'S PRIMARY EXEMPT PURPOSE IS TO COORDINATE AND FACILITATE FAMILY AND YOUTH CONFERENCES. IN ADDITION, SINCE 2007, THE ORGANIZATION PROVIDES FAMILY FINDING AND FAMILY CONNECTION SERVICES. EPIC SERVICES FAMILIES, CHILDREN, AND YOUTH IN THE FOSTER CARE SYSTEM.
Program accomplishments
- COORDINATED AND FACILITATED 967 FAMILIES WITH OHANA CONFERENCES AND 1170 INDIVIDUALS WITH YOUTH CIRCLES. THE ORGANIZATION COMPLETED 869 FAMILY CONFERENCES FOR OHANA CONFERENCES AND 275 CONFERENCES FOR YOUTH CIRCLES. EPIC TRAININGS WERE CONDUCTED THROUGHOUT THE STATE FOR SOCIAL WORKERS AND COMMUNITY MEMBERS. FAMILY FINDING SERVICES WERE PROVIDED TO 353 FAMILIES, AND FAMILY CONNECTIONS SERVICES TO 12 FAMILIES.HI HOPES BOARDS AND COMMUNITY PARTNERSHIP BOARDS WERE ESTABLISHED IN ALL COUNTIES TO IMPROVE SERVICES FOR FOSTER YOUTH. EPIC CONTINUES TO BE THE LEAD AGENCY FOR THE HI HOPES INITIATIVE (FORMERLY KNOWN AS THE HAWAII YOUTH OPPORTUNITIES INITIATIVE). 17 YOUTH/YOUNG ADULTS STATEWIDE PARTICIPATED AS COUNCIL MEMBERS; 60 YOUTH/YOUNG ADULTS AND COUNCIL MEMBERS RECEIVED LEADERSHIP SKILL DEVELOPMENT TRAINING; 774 FOSTER AND FORMER FOSTER YOUTH/YOUNG ADULTS PARTICIPATED IN CONFERENCES, TRAININGS OR ACTIVITIES IN COLLABORATION WITH THE HI HOPES COUNCIL.WRAPAROUND SERVICES WERE PROVIDED TO 54 FAMILIES ON OAHU AND HAWAII ISLAND WITH 452 MEETINGS WITH FAMILIES.THE INDEPENDENT LIVING COLLABORATOR (ILC) PROGRAM CREATED AND MAINTAINS THE FOSTER HOPE HAWAII MOBILE APP TO HELP YOUNG PEOPLE AND STAKEHOLDERS CONNECT TO RESOURCES. THERE WERE 70 ILC PARTNERSHIP MEETINGS AND 1 ILC STATEWIDE CONVENING. IN-PERSON MEETINGS WERE HELD VIRTUALLY WITH 152 ATTENDEES.Expenses $7,444,298
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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 99-0333370
- 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
- 1998
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P20)
- Assets (IRS master file)
- $4,458,402
- Income (IRS master file)
- $7,639,575
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $7,639,575 | $7,889,518 | $4,458,402 | XML |
| 990 | June 2024 | $7,638,607 | $7,519,742 | $4,967,048 | XML |
| 990 | June 2023 | $6,442,193 | $6,579,382 | $5,035,129 | XML |
| 990 | June 2022 | $6,473,487 | $6,403,960 | $3,811,959 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 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 99-0333370).
Questions about EFFECTIVE PLANNING INNOVATIVE COMMUNICATION INC
- What is the EIN of EFFECTIVE PLANNING INNOVATIVE COMMUNICATION INC?
- The employer identification number (EIN) of EFFECTIVE PLANNING INNOVATIVE COMMUNICATION INC is 99-0333370.
- Is EFFECTIVE PLANNING INNOVATIVE COMMUNICATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
- Are donations to EFFECTIVE PLANNING INNOVATIVE COMMUNICATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does EFFECTIVE PLANNING INNOVATIVE COMMUNICATION 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 EFFECTIVE PLANNING INNOVATIVE COMMUNICATION INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did EFFECTIVE PLANNING INNOVATIVE COMMUNICATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of EFFECTIVE PLANNING INNOVATIVE COMMUNICATION INC?
- The 990 for the year ended June 30, 2025 names DELIA ULIMA.
- Who are the officers and directors of EFFECTIVE PLANNING INNOVATIVE COMMUNICATION INC?
- The 990 for the year ended June 30, 2025 lists 9 people; 1 received compensation from the organization, the highest $117,144 (DELIA ULIMA, Executive Dir.).
- How much revenue does EFFECTIVE PLANNING INNOVATIVE COMMUNICATION INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $7,639,575, expenses of $7,889,518 and total assets of $4,458,402 at year end.
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