Nonprofit · EIN 81-0570716
HUALALAI OHANA FOUNDATION
Tax-exempt · KAILUA KONA, HI 96745
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $2,154,757 | $1,872,796 | $281,961 | $8,710,941 | $179,946 | $8,530,995 |
| December 31, 2023 | 990 | $2,119,253 | $1,802,447 | $316,806 | $7,673,869 | $221,925 | $7,451,944 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $1,542,862
- Program service revenue
- $0
- Investment income
- $164,972
- Net income from fundraising events
- $446,923
- Other revenue
- $446,923
Expenses
- Grants and similar amounts paid
- $1,299,994
- Compensation of officers, directors and key employees
- $198,073
- Other salaries and wages
- $136,948
- Salaries, compensation and benefits (total)
- $397,474
- Professional fundraising fees
- $0
- Accounting fees
- $23,545
- Travel
- $979
- Depreciation
- $702
- Program services (functional)
- $1,626,577
- Management and general (functional)
- $150,154
- Fundraising (functional)
- $96,065
Balance sheet and other
- Total assets, start of year
- $7,673,869
- Total assets, end of year
- $8,710,941
- Total liabilities, end of year
- $179,946
- Net assets, end of year
- $8,530,995
- Land, buildings and equipment
- $8,861
- Net assets without donor restrictions
- $8,530,995
- Gross receipts
- $2,345,288
- Employees
- 4
- Volunteers
- 23
- Year formed
- 2002
- 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 |
|---|---|---|---|---|
| NICOLE SCHNITZLER-VERISSIMO | EXECUTIVE DI Officer | 40 | $190,077 | $7,995 |
| ED MUELLER | PAST PRESIDE Trustee or director, Officer | 2 | $0 | $0 |
| BRADLEY CHIPPS | PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
| LARRY KELLEY | VICE PRESIDE Trustee or director, Officer | 2 | $0 | $0 |
| DEAN MCPHAIL | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| EMILY SPENCER | SECRETARY Trustee or director, Officer | 0.5 | $0 | $0 |
| TERESA SCHNEIDER | EDUCATION CH Trustee or director | 0.5 | $0 | $0 |
| LILIAN MURRAY | INVESTMENT C Trustee or director | 1 | $0 | $0 |
| KATHY FERGUSON | EVENTS CHAIR Trustee or director | 1 | $0 | $0 |
| JULIE HILL | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| STELLA ZAMARRIPA | DIRECTOR Trustee or director | 1 | $0 | $0 |
| PAM KRUG | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| JOHN MOUER | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| SUSAN MENDELSON | DIRECTOR Trustee or director | 1 | $0 | $0 |
990 for the year ended December 31, 2023: 16 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| NICO VERISSIMO | EXECUTIVE DIRECTOR Officer | 40 | $158,226 | $7,128 |
| ED MUELLER | PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
| ROB KILDOW | VICE PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
| DEAN MCPHAIL | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| TERESA SCHNEIDER | SECRETARY Trustee or director, Officer | 0.5 | $0 | $0 |
| RICK KIMBALL | INVESTMENT COMMITTEE CHAIR Trustee or director | 1 | $0 | $0 |
| BRADLEY CHIPPS | MEDICAL COMMITTEE CHAIR Trustee or director | 1 | $0 | $0 |
| CINDY MUSCATEL | EDUCATION COMMITTEE CHAIR Trustee or director | 1 | $0 | $0 |
| KATHY FERGUSON | EVENTS COMMITTEE CHAIR Trustee or director | 1 | $0 | $0 |
| PAM KRUG | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| JOHN MOUER | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| DIANE WINDLER | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| WALLY O'DELL | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| JULIE HILL | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| EMILY SPENCER | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| LARRY KELLEY | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 5227, KAILUA KONA, HI 96745-5227
- In care of
- % JOSEPH SCHELL
- Principal officer (990 for 2024)
- NICOLE SCHNITZLER-VERISSIMO, PO BOX 5227, KAILUAKONA, HI 96745
- Signed the 990
- DEAN MCPHAIL, TREASURER
- Phone
- (808) 325-4701
- Website
- HUALALAIOHANAFOUNDATION.ORG
- Return prepared by
- CARBONARO CPAS & MANAGEMENT GROUP
Mission
SCHOLARSHIPS AND AWARDS ARE GRANTED TO THE HUALALAI COMMUNITY EMPLOYEES, THEIR SPOUSES, AND THEIR CHILDREN. MEDICAL AWARDS COVER EXPENSES INCURRED BEYOND MEDICAL INSURANCE, AND EDUCATIONAL SCHOLARSHIPS ARE FOR PRESCHOOL THROUGH COLLEGE, PLUS TUTORING AND WORK TRAINING.
Program accomplishments
- EDUCATIONAL AWARDS AND PROGRAMS. IN 2024 THERE WERE 80 SCHOLARSHIPS FOR PRE-K THROUGH 12TH GRADE, 44 SCHOLARSHIPS FOR HIGHER EDUCATION, AND 157 COURSEWORK/TUTORING AWARDS. EDUCATIONAL PROGRAM INCLUDED: KEIKI LITERACY AND LEARNING PROGRAM - DISTRIBUTES BOOKS EACH MONTH TO CHILDREN OF HUALALAI RESORT WORKFORCE AND ORGANIZES AN ANNUAL CHILD LITERACY BOOK FAIR FOR FAMILIES AND CHILDREN TO INSPIRE A LOVE FOR LITERACY AND LEARNING AMONG CHILDREN (191 AWARDS IN 2024). HONOR ROLL - RECOGNIZES AND AWARDS CHILDREN OF HUALALAI RESORT EMPLOYEES IN GRADES 6-12 (92 IN 2024). WORK FOR COLLEGE MATCH - AWARDS STUDENTS FOR SUMMER EMPLOYMENT EARNINGS WITH A CASH MATCH OF UP TO 1,500 (28 AWARDS IN 2024). TECHNOLOGY FOR EDUCATION - AWARDS GRANTED IN 2024 INCLUDED 14 AWARDS TO SUPPORT THE REMOTE LEARNING NEEDS OF FAMILIES IN SUPPORT OF PURCHASING A LAPTOP, COMPUTER, PRINTER, ROUTER, OR HEADSET.Expenses $1,121,146 · grants $896,043
- SUMMER MICROSCHOOL PILOT PROGRAM: HALAU LAMAKU AT KALAEMANO. IN JULY 2024, 48 KEIKI PARTICIPATED IN A TWO-WEEK EDUCATIONAL SUMMER ENRICHMENT PROGRAM COORDINATED IN PARTNERSHIP WITH THE UNIVERSITY OF HAWAII 'IMILOA ASTRONOMY CENTER. LAMA SIGNIFIES "LIGHT- OR "ENLIGHTENMENT" - EVOKING LEARNING, KNOWLEDGE, AND UNDERSTANDING. HALAU LAMAKU HONORS THE LAMA TREE, A NATIVE DRY FOREST TREE THAT GROWS IN HAWAII AND NOWHERE ELSE IN THE WORLD. THIS INFORMAL SCIENCE EDUCATION/MICROSCHOOL OFFERED PLACE-BASED ENRICHMENT LEARNING FOR KEIKI, WELCOMING YOUNG EXPLORERS IN GRADES 1-6 TO DISCOVER HAWAII AND STRENGTHEN CONNECTIONS TO THERE ISLAND HOME, AND TO THE AHUPUA'A (LAND) OR KA'UPULEHU (WHERE HUALALAI RESORT IS LOCATED). EXPLORERS ENGAGED IN HANDS-ON ACTIVITIES, CRAFTS, GAMES, OUTDOOR EXPLORATION, ART AND OBSERVATION GROUNDED IN HAWAIIAN CULTURE, SCIENCE, MATH AND ART. EXPLORERS VOYAGED FROM DEEP OCEAN TO DEEP SPACE, AND EVERYTHING IN BETWEEN. THE PROGRAM WAS CUSTOM-DESIGNED TO PROVIDE SOCIAL AND ACADEMIC STIMULATION FOR LOCAL CHILDREN IN A SAFE ENVIRONMENT, INSPIRING PRIDE, CONNECTION AND RELEVANCE HERE AT HUALALAI WHERE THEIR PARENTS ARE EMPLOYED. THE THEME FOR THE 2024 CAMP WAS "THE VOYAGE."Expenses $109,669 · grants $87,650
- MEDICAL FINANCIAL ASSISTANCE AWARDS INCLUDED 193 AWARDS TO SUPPORT HEALTH AND WELL-BEING OF FAMILIES STRUGGLING WITH EMERGENT MEDICAL CRISIS AND SERIOUS MEDICAL NEEDS.Expenses $395,762 · grants $316,301
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
- 81-0570716
- 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
- 2002
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B82)
- Assets (IRS master file)
- $8,710,941
- Income (IRS master file)
- $2,345,288
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $2,154,757 | $1,872,796 | $8,710,941 | XML |
| 990 | December 2023 | $2,119,253 | $1,802,447 | $7,673,869 | XML |
| 990 | December 2022 | $1,269,672 | $1,450,677 | $6,459,747 | 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 81-0570716).
Questions about HUALALAI OHANA FOUNDATION
- What is the EIN of HUALALAI OHANA FOUNDATION?
- The employer identification number (EIN) of HUALALAI OHANA FOUNDATION is 81-0570716.
- Is HUALALAI OHANA FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2002.
- Are donations to HUALALAI OHANA FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does HUALALAI OHANA 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 HUALALAI OHANA 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 HUALALAI OHANA 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 HUALALAI OHANA FOUNDATION?
- The 990 for the year ended December 31, 2024 names NICOLE SCHNITZLER-VERISSIMO.
- Who are the officers and directors of HUALALAI OHANA FOUNDATION?
- The 990 for the year ended December 31, 2024 lists 14 people; 1 received compensation from the organization, the highest $190,077 (NICOLE SCHNITZLER-VERISSIMO, EXECUTIVE DI).
- How much revenue does HUALALAI OHANA FOUNDATION have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $2,154,757, expenses of $1,872,796 and total assets of $8,710,941 at year end.
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