Nonprofit · EIN 20-8909929
HAWAII TAX INSTITUTE FOUNDATION
Tax-exempt · HONOLULU, HI 96807
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $834,011 | $574,497 | $259,514 | $466,912 | $0 | $466,912 |
| December 31, 2023 | 990 | $612,755 | $828,115 | -$215,360 | $207,397 | $0 | $207,397 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $834,011
- Investment income
- $0
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $574,497
Balance sheet and other
- Total assets, start of year
- $207,397
- Total assets, end of year
- $466,912
- Total liabilities, end of year
- $0
- Net assets, end of year
- $466,912
- Gross unrelated business income
- $834,011
- Gross receipts
- $834,011
- Employees
- 0
- Volunteers
- 15
- Year formed
- 2007
- 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 |
|---|---|---|---|
| DOUGLAS WILSON | PRESIDENT/DIRECTOR Trustee or director, Officer | 2 | $0 |
| ALAN T YOSHITAKE | SECRETARY/DIRECTOR Trustee or director, Officer | 2 | $0 |
| THOMAS G CABRINHA | TREASURER/DIRECTOR Trustee or director, Officer | 2 | $0 |
990 for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DOUGLAS WILSON | PRESIDENT/DIRECTOR Trustee or director, Officer | 2 | $0 |
| ALAN T YOSHITAKE | SECRETARY/DIRECTOR Trustee or director, Officer | 2 | $0 |
| THOMAS G CABRINHA | TREASURER/DIRECTOR Trustee or director, Officer | 2 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 1381, HONOLULU, HI 96807-1381
- In care of
- % ALAN T YOSHITAKE
- Principal officer (990 for 2024)
- DOUGLAS WILSON CFP CTFA, PO BOX 1381, HONOLULU, HI 96807
- Signed the 990
- THOMAS G CABRINHA, DIRECTOR & TREASURER
- Phone
- (877) 829-5500
- Website
- WWW.HITAXINSTITUTE.ORG
Mission
THE PRIMARY PURPOSE OF HAWAII TAX INSTITUTE FOUNDATION IS TO ADVANCE EDUCATION AND SERVE CHARITABLE PURPOSES BY CONDUCTING VARIOUS PROGRAMS TO FOSTER AND IMPROVE EDUCATION OF ACCOUNTANTS, ATTORNEYS, FIDUCIARIES, FINANCIAL ADVISORS, AND OTHER TAX PROFESSIONALS.
Program accomplishments
- THE PRIMARY ACTIVITY OF THE HAWAII TAX INSTITUTE FOUNDATION ("HTIF") IS TO PRESENT THE HAWAII TAX INSTITUTE TO ACCOUNTANTS, ATTORNEYS, FIDUCIARIES, FINANCIAL ADVISORS, AND OTHER TAX PROFESSIONALS. THE INSTITUTE CONSISTS OF FIVE DAYS OF LECTURES, SEMINARS, PANEL DISCUSSIONS, AND WORKSHOPS BY LOCALLY AND NATIONALLY KNOWN EXPERTS IN TAX PLANNING. THE HAWAII TAX INSTITUTE IS OPEN TO THE PUBLIC. IN 2024, IN FURTHERANCE OF ITS PURPOSE, HTIF PRESENTED THE 61ST ANNUAL HAWAII TAX INSTITUTE ON NOVEMBER 3 THROUGH NOVEMBER 7. ONE HUNDRED NIGHTY-EIGHT SPEAKERS FROM THE UNITED STATES, JAPAN, AND CHINA MADE PRESENTATIONS IN THE AREAS OF ESTATE AND GIFT PLANNING, INCOME TAX PLANNING, AND BUSINESS PLANNING. ONE THOUSAND ONE HUNDRED THIRTY-FIVE PEOPLE FROM THE UNITED STATES, JAPAN, AND CHINA ATTENDED THE INSTITUTE. CONTINUING EDUCATION CREDIT WAS PROVIDED TO ATTORNEYS, ACCOUNTANTS, CERTIFIED FINANCIAL PLANNERS, AND CHARTERED LIFE UNDERWRITERS.Expenses $574,497 · revenue $834,011
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
- 20-8909929
- 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
- 2007
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Public and societal benefit (W032)
- Assets (IRS master file)
- $466,912
- Income (IRS master file)
- $834,011
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $834,011 | $574,497 | $466,912 | XML |
| 990 | December 2023 | $612,755 | $828,115 | $207,397 | XML |
| 990 | December 2022 | $537,702 | $240,720 | $423,132 | 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 20-8909929).
Questions about HAWAII TAX INSTITUTE FOUNDATION
- What is the EIN of HAWAII TAX INSTITUTE FOUNDATION?
- The employer identification number (EIN) of HAWAII TAX INSTITUTE FOUNDATION is 20-8909929.
- Is HAWAII TAX INSTITUTE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2007.
- Are donations to HAWAII TAX INSTITUTE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does HAWAII TAX INSTITUTE FOUNDATION 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 HAWAII TAX INSTITUTE FOUNDATION 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 HAWAII TAX INSTITUTE FOUNDATION 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 HAWAII TAX INSTITUTE FOUNDATION?
- The 990 for the year ended December 31, 2024 names DOUGLAS WILSON CFP CTFA.
- Who are the officers and directors of HAWAII TAX INSTITUTE FOUNDATION?
- The 990 for the year ended December 31, 2024 lists 3 people; 0 received compensation from the organization.
- How much revenue does HAWAII TAX INSTITUTE FOUNDATION have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $834,011, expenses of $574,497 and total assets of $466,912 at year end.
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