2026-03-05T19:53:55-06:00 2025-08-31 421539623 KMH LLP 1003 BISHOP STREET SUITE 2400 HONOLULU HI 96813 990 2024-09-01 990145127 HAWAII STATE TEACHERS ASSOCIATION HAWA 8088332711 1200 ALA KAPUNA STREET HONOLULU HI 96819 GORDON MURAKAMI CFO 8088332711 2026-02-21 1 0 DANIELLE A HARANO P01258470 8085262255 2026-02-20 2024 2025-03-06 01:10:19Z CHENEY KAKU 1200 ALA KAPUNA STREET HONOLULU HI 96819 23137977 0 X WWW.HSTA.ORG X 1970 HI THE HAWAII STATE TEACHERS ASSOCIATION CONSISTS OF TEACHERS EMPLOYED BY THE STATE OF HAWAII DEPARTMENT OF EDUCATION. THE ASSOCIATION SERVES AS THE EXCLUSIVE COLLECTIVE BARGAINING AGENT FOR EMPLOYEES CLASSIFIED AS TEACHERS EMPLOYED BY THE STATE OF HAWAII, UNDER THE LAWS OF THE HAWAII PUBLIC EMPLOYEE BARGAINING ACT, TO NEGOTIATE AND ADMINISTER THE MEMBERS' CONTRACT, REPRESENT MEMBERS BEFORE THE STATE OF HAWAII CONCERNING GRIEVANCES, LABOR DISPUTES, WAGES, FRINGE BENEFITS, HOURS AND OTHER EMPLOYMENT CONDITIONS. 27 26 49 65 2150 0 183195 0 9898112 10261175 851475 1118015 104943 44738 11037725 11423928 0 7500 269180 0 6027063 6179242 0 0 0 3212522 3271209 9508765 9457951 1528960 1965977 24527684 26619793 3245739 3122308 21281945 23497485 SERVED HSTA MEMBERS AS THEIR EXCLUSIVE COLLECTIVE BARGAINING AGENT,ADMINISTERED MEMBERS' CONTRACT NEGOTIATIONS WITH THE STATE OF HAWAIICONCERNING GRIEVANCES, LABOR DISPUTES, WAGES, FRINGE BENEFITS, HOURSAND OTHER EMPLOYMENT CONDITIONS. 0 0 SERVED HSTA MEMBERS AS THEIR EXCLUSIVE COLLECTIVE BARGAINING AGENT, ADMINISTERED MEMBERS' CONTRACT NEGOTIATIONS WITH THE STATE OF HAWAIICONCERNING GRIEVANCES, LABOR DISPUTES, WAGES, FRINGE BENEFITS, HOURSAND OTHER EMPLOYMENT CONDITIONS. THERE WERE APPROXIMATELY 13,000 ACTIVEMEMBERS AS OF AUGUST 31, 2025. 0 0 1 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 46 0 1 49 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 27 26 0 0 0 0 1 1 0 1 1 0 1 1 0 1 1 1 1 1 1 1 0 X CHENEY KAKU SECRETARY-TREASURER 8088332711 1200 ALA KAPUNA STREET HONOLULU HI 96819 OSA TUI JR DIRECTOR, PRESIDENT 40.00 0.00 X X 192860 0 0 LOGAN OKITA DIRECTOR, VICE PRESIDENT 0.10 0.10 X X 0 0 0 CHENEY KAKU DIRECTOR, SECRETARY/TREASU 0.10 0.00 X X 0 0 0 AARON KUBO DIRECTOR, NEA 0.10 0.00 X 0 0 0 ROBERTA AKUI DIRECTOR THROUGH 6/30/25 0.10 0.00 X 0 0 0 ASHLEY MONDEN DIRECTOR 0.10 0.00 X 0 0 0 JULIANA ROMERO DIRECTOR 0.10 0.00 X 0 0 0 AUSTIN MORRISEY DIRECTOR 0.10 0.00 X 0 0 0 EDWIN KAGAWA DIRECTOR 0.10 0.00 X 1624 0 0 CHANNA UYETAKE DIRECTOR 0.10 0.00 X 0 0 0 TINA MIYATAKI DIRECTOR THROUGH 6/30/25 0.10 0.00 X 0 0 0 SHANNON GARAN DIRECTOR 0.10 0.00 X 0 0 0 SHAUN KAMIDA DIRECTOR 0.10 0.00 X 0 0 0 KATHRYN PARSONS DIRECTOR THROUGH 6/30/25 0.10 0.00 X 0 0 0 SARAH TOCHIKI DIRECTOR 0.10 0.00 X 0 0 0 WENDY NICKL DIRECTOR THROUGH 6/30/25 0.10 0.00 X 0 0 0 JILL JACOBS DIRECTOR THROUGH 6/30/25 0.10 0.00 X 0 0 0 CHARLOTTE MENZE DIRECTOR THROUGH 6/30/25 0.10 0.00 X 0 0 0 JENNIFER KAAIKALA DIRECTOR 0.10 0.00 X 0 0 0 SARAH MILIANTA-LAFFIN DIRECTOR 0.10 0.00 X 0 0 0 REBECCA HADLEY-SCHLOSSER DIRECTOR 0.10 0.00 X 0 0 0 KELLI KAANAANA DIRECTOR 0.10 0.00 X 0 0 0 NATHAN REYES ODA DIRECTOR 0.10 0.00 X 0 0 0 AMBER RIEL DIRECTOR 0.10 0.00 X 4800 0 0 MIKE LANDES DIRECTOR THROUGH 6/30/25 0.10 0.00 X 0 0 0 ASHLEY OLSON DIRECTOR 0.10 0.00 X 0 0 0 BRIANN STARKEY DIRECTOR 0.10 0.00 X 0 0 0 JODI BEATY DIRECTOR 0.10 0.00 X 0 0 0 KARIN HANSEN DEL REY DIRECTOR 0.10 0.00 X 0 0 0 JONATHAN GILLENTINE DIRECTOR 0.10 0.00 X 0 0 0 KORI OROS DIRECTOR 0.10 0.00 X 0 0 0 FREDEELYN FREEMAN KOEPKE DIRECTOR 0.10 0.00 X 0 0 0 JOHN FITZPATRICK DIRECTOR 0.10 0.00 X 0 0 0 JASMINE MATHEW DIRECTOR 0.10 0.00 X 0 0 0 ANN MAHI EXECUTIVE DIRECTOR (RETIRED 7/31/25) 40.00 0.10 X 213041 0 0 ANDREA ESHELMAN DEPUTY EXECUTIVE DIRECTOR 40.00 0.10 X 183419 0 0 MACGEORGE KERR DIRECTOR OF COMMUNICATIONS 40.00 0.00 X 150622 0 0 GORDON MURAKAMI DIRECTOR OF FINANCE & ACCO 40.00 0.00 X 148230 0 0 LAURA NAKASONE DIRECTOR OF HUMAN RESOURCE 40.00 0.00 X 124441 0 0 MONICA NAONE DIRECTOR OF ADMINISTRATION 40.00 0.00 X 117332 0 0 ERIC NAGAMINE UNISERV DIRECTOR 40.00 0.00 X 122558 0 0 COLLEEN BIRD NEGOTIATIONS SPECIALIST 40.00 0.00 X 109922 0 0 CHRISTOPHER CHANG UNISERV DIRECTOR 40.00 0.00 X 110069 0 0 JODENE PARIS UNISERV DIRECTOR 40.00 0.00 X 105012 0 0 AHLIINN SUE MEMBER SERVICES SPECIALIST 40.00 0.00 X 104682 0 0 1688612 0 0 13 0 1 0 THE KUPAA GROUP 425 KAMEHAMEHA HWY SUITE 401 PEARL CITY HI 96782 IT SERVICE 267196 KULA PRINTING LTD 2016 COLBURN ST HONOLULU HI 96819 T-SHIRT VENDOR 149010 DELLEW CORPORATION PO BOX 970940 WAIPAHU HI 96797 LOGISTICS AND FACILITIES 134702 ES&A INC 1003 BISHOP ST SUITE 2750 HONOLULU HI 96813 LEGAL 112471 ALAPA & OTAKE LLLC 707 RICHARDS ST PH-1 HONOLULU HI 96813 LEGAL 108650 5 MEMBERSHIP DUES 900099 9477057 9477057 NATL FINANCIAL SUPPORT 900099 784118 784118 10261175 1025754 1025754 2970 820 2150 2150 2150 11805490 11713229 92261 92261 92261 MISCELLANEOUS 900099 42588 42588 42588 11423928 10396024 2150 1025754 7500 1684458 2696571 1462177 336036 162533 355377 166524 88098 195168 124492 84006 304786 24861 260240 83921 MAINTENANCE 515494 PROGRAMS AND ACTIVITIES 329998 LEADERSHIP TRAINING 164049 CHAPTER PLANNING 102987 308675 9457951 2328840 2067247 552989 535295 32410 62362 7192044 4347543 3012046 2844501 17980425 20578673 620974 531715 24527684 26619793 575161 610425 2670578 2511883 3245739 3122308 X 21281945 23497485 21281945 23497485 24527684 26619793 X 1965977 320459 -70896 X X 0 1 X 1 0 0 0 HAWAII STATE TEACHERS ASSOCIATION POLITICAL ACTION COMMITTEE FUND 1200 ALA KAPUNA STREET HONOLULU HI 96819 521073928 0 0 1286138 1286138 4267771 2793432 1474339 1638135 1554111 84024 2844501 ACCRUED VACATION 756822 OTHER LIABILITIES 529045 OTHER POST RETIREMENT LIABILITIES 674562 LEASE LIABILITY 551454 2511883 X 14474760 320459 2730373 3050832 11423928 0 11423928 12312230 2854279 2854279 9457951 0 9457951 PART X, LINE 2: THE ASSOCIATION IS EXEMPT FROM INCOME TAXATION UNDER SECTION 501(C)(5) OF THE INTERNAL REVENUE CODE. THE ASSOCIATION IS TAX EXEMPT EXCEPT TO THE EXTENT OF CERTAIN UNRELATED BUSINESS INCOME, WHICH IS SUBJECT TO INCOME TAX. THE ASSOCIATION RECOGNIZES THE FINANCIAL STATEMENT BENEFIT OF A TAX POSITION ONLY AFTER DETERMINING THAT THE RELEVANT TAX AUTHORITY WOULD MORE LIKELY THAN NOT SUSTAIN THE POSITION AFTER AN AUDIT BASED ON THE TECHNICAL MERITS OF THE POSITION. THE ASSOCIATION HAS NOT IDENTIFIED ANY UNCERTAIN TAX POSITIONS IN FILED RETURNS THAT REQUIRE DISCLOSURE IN THE ACCOMPANYING FINANCIAL STATEMENTS. FEDERAL AND HAWAII TAX RETURNS FROM THE YEAR ENDED AUGUST 31, 2022 AND ON REMAIN OPEN TO EXAMINATION BY THE INTERNAL REVENUE SERVICE AND STATE OF HAWAII DEPARTMENT OF TAXATION. PART XI, LINE 2D - OTHER ADJUSTMENTS: AFFILIATE DUES 2,730,373. PART XII, LINE 2D - OTHER ADJUSTMENTS: AFFILIATE DUES 2,801,269. HSTA POLITICAL ACTION COMMITTEE FUND EXPENSES 53,010. NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 0 0 MANAGEMENT AND GENERAL EXPENSES CONTRACTED WITH 14 ORANGES SOFTWARE, INC. FOR WEBSITE DESIGN, CREATION, AND HOSTING 15410 0 0 0 0 0 0 15410 0 15410 0 0 0 0 0 0 X X 0 0 0 ANN MAHI EXECUTIVE DIRECTOR (RETIRED 7/31/25) 213041 0 0 0 0 0 0 0 0 0 213041 0 0 0 OSA TUI JR DIRECTOR, PRESIDENT 192860 0 0 0 0 0 0 0 0 0 192860 0 0 0 ANDREA ESHELMAN DEPUTY EXECUTIVE DIRECTOR 183419 0 0 0 0 0 0 0 0 0 183419 0 0 0 MACGEORGE KERR DIRECTOR OF COMMUNICATIONS 150622 0 0 0 0 0 0 0 0 0 150622 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS FIVE CLASSES OF MEMBERS: ACTIVE MEMBERS, RETIRED MEMBERS, ASPIRING EDUCATOR MEMBERS, ASSOCIATE MEMBERS, AND STAFF MEMBERS. -ACTIVE MEMBERS ARE ELIGIBLE TO VOTE, HOLD OFFICE, PARTICIPATE IN GOVERNANCE OF THE ORGANIZATION AND PARTICIPATE IN MEMBERSHIP PROGRAMS AND ACTIVITIES AS DETERMINED BY THE BOARD. -RETIRED & ASPIRING EDUCATOR MEMBERS ARE ELIGIBLE TO PARTICIPATE IN THE ANNUAL CONVENTION, PARTICIPATE IN MEMBERSHIP PROGRAMS AND ACTIVITIES AS DETERMINED BY THE BOARD AND ARE REPRESENTED ON THE ORGANIZATION'S BOARD. THESE CLASSES OF MEMBERS ARE NOT ELIGIBLE TO VOTE FOR OFFICER ELECTION, HOLD OFFICE OR VOTE ON MATTERS RESERVED FOR ACTIVE MEMBERS. -ASSOCIATE & STAFF MEMBERS ARE ELIGIBLE TO PARTICIPATE IN MEMBERSHIP PROGRAMS AND ACTIVITIES AS DETERMINED BY THE BOARD. THESE CLASSES OF MEMBERS ARE NOT ELIGIBLE TO VOTE, HOLD OFFICE OR OTHERWISE PARTICIPATE IN GOVERNANCE OF THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS ELECT DELEGATES THAT ARE AUTHORIZED TO REPRESENT THEM AND VOTE ON THEIR BEHALF. AT THE ANNUAL CONVENTION, THE ELECTED DELEGATES VOTE ON BYLAW CHANGES THAT AFFECT OPERATING POLICIES OF THE BOARD OF DIRECTORS. MEMBERS OF THE GOVERNING BODY ARE ELECTED TO OFFICE BY THE GENERAL MEMBERSHIP AT SPECIFIED TIMES. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED AND APPROVED BY THE PRESIDENT, SECRETARY-TREASURER AND DIRECTOR OF FINANCE AND ACCOUNTING PRIOR TO FILING AND PRESENTATION TO THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY APPLIES TO ALL DIRECTORS, OFFICERS, EMPLOYEES, VOLUNTEERS AND MEMBERS (INTERESTED PERSONS) AND THEIR FAMILY MEMBERS. POTENTIAL CONFLICTS ARE REVIEWED BY THE EXECUTIVE DIRECTOR OR HIS/HER DESIGNEE AND THE EXISTENCE OF CONFLICTS ARE DETERMINED BY THE BOARD OF DIRECTORS. INTERESTED PERSONS WITH POTENTIAL CONFLICTS MAY NOT PARTICIPATE IN ANY DISCUSSION OR DEBATE BY THE BOARD OF DIRECTORS OR ITS COMMITTEE OR SUBCOMMITTEE. DIRECTORS WITH POTENTIAL CONFLICTS ARE RECUSED FROM DISCUSSIONS OR VOTING ON SUCH CONFLICTS. THE CONFLICT OF INTEREST POLICY IS REVIEWED ANNUALLY BY THE BOARD OF DIRECTORS AND ANY CHANGES ARE COMMUNICATED TO ALL DIRECTORS, OFFICERS, EMPLOYEES, VOLUNTEERS AND MEMBERS. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION OF THE PRESIDENT IS DETERMINED BY THE BYLAWS AND GOVERNANCE MANUAL OF THE ASSOCIATION AND CONFIRMED BY THE BOARD THROUGH THE BUDGET PROCESS. THE PERSONNEL COMMITTEE OF THE BOARD OF DIRECTORS WILL REVIEW AND SET THE EXECUTIVE DIRECTOR'S SALARY AND SENDS THEIR RECOMMENDATION TO THE BOARD FOR APPROVAL. COMPENSATION OF TOP MANAGEMENT IS SET BY THE EXECUTIVE DIRECTOR AND IS INCORPORATED WITHIN THE OPERATING BUDGET OF THE ASSOCIATION. APPROVAL OF TOP MANAGEMENT COMPENSATION IS THROUGH THE BOARD'S APPROVAL OF THE OPERATING BUDGET. HSTA PARTICIPATES IN THE NCSEA COMPENSATION SURVEY FOR AFFILIATES THAT PROVIDES NATIONAL COMPENSATION INFORMATION ON COMPARABLE POSITIONS. FORM 990, PART VI, SECTION C, LINE 19 AVAILABLE UPON REQUEST FORM 990, PART XI, LINE 9: AFFILIATE DUES ADJUSTMENT -70,896. FORM 990, PART XII, LINE 2C, FINANCIAL STATEMENTS AND REPORTING: THE PROCESS HAS NOT CHANGED FROM THE PREVIOUS YEAR. HSTA POLITICAL ACTION COMMITTEE FUND 1200 ALA KAPUNA STREET HONOLULU HI 96819 521073928 GOVERNMENT RELATIONS,POLITICAL EXPENDITURES HI 527 HAWAII STATE TEACHERS ASSOCIATION 1 HSTA VOLUNTARY EMPLOYEES BENEFICIARY TRUST 1259 AALA STREET 202 HONOLULU HI 96817 237296050 ADMINISTERS THE VEBA TRUST FOR HSTA MEMBERS HI 501(C)(9) N/A 0 HAWAII FOUNDATION FOR EDUCATORS 1200 ALA KAPUNA STREET HONOLULU HI 96819 814412540 PROVIDE PROFESSIONAL EDUCATION FOR EDUCATORS HI 501(C)(3) LINE 7 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0