Nonprofit · EIN 81-1573798
HALE PUNA
Tax-exempt · WAIMEA, HI 96796
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $196,791 | $199,945 | -$3,154 | $153,775 | $0 | $153,775 |
| December 31, 2023 | 990 (amended) | $209,356 | $228,380 | -$19,024 | $156,435 | $0 | $156,435 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $58,405
- of which government grants
- $58,000
- Program service revenue
- $48,544
- Investment income
- $13
- Net rental income
- $89,829
- Other revenue
- $89,829
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $21,224
- Other salaries and wages
- $78,370
- Salaries, compensation and benefits (total)
- $108,778
- Professional fundraising fees
- $0
- Legal fees
- $10
- Accounting fees
- $1,623
- Occupancy
- $6,688
- Depreciation
- $14,256
- Program services (functional)
- $181,164
- Management and general (functional)
- $18,727
- Fundraising (functional)
- $54
Balance sheet and other
- Total assets, start of year
- $156,435
- Total assets, end of year
- $153,775
- Total liabilities, end of year
- $0
- Net assets, end of year
- $153,775
- Land, buildings and equipment
- $121,051
- Net assets without donor restrictions
- $138,775
- Net assets with donor restrictions
- $15,000
- Gross receipts
- $202,578
- Employees
- 5
- Volunteers
- 14
- Year formed
- 2016
- 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 |
|---|---|---|---|
| ANNE SUEKO COYLE | Treasurer Trustee or director | 15 | $21,224 |
| Fanny Rose Ballantine-Himberg | President Trustee or director | 15 | $0 |
| DIANE FAYE | Director Trustee or director | 1 | $0 |
| MARIE CATHERINE MORI | Director Trustee or director | 2.5 | $0 |
| DIANNE M SUMIDA | Director Trustee or director | 1 | $0 |
| ARTI MICHELLE CLARK | Director Trustee or director | 1 | $0 |
| MARSHA KIEST | Director Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Fanny Rose Ballantine-Himberg | Chairman Trustee or director | 15 | $0 |
| DIANE FAYE | Director Trustee or director | 0 | $0 |
| MARIE CATHERINE MORI | Director Trustee or director | 1 | $0 |
| DIANE M SUMIDA | Director Trustee or director | 1 | $0 |
| ARTI MICHELLE CLARK | Director Trustee or director | 1 | $0 |
| ANNE SUEKO COYLE | Treasurer Trustee or director | 15 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 565, WAIMEA, HI 96796-0565
- In care of
- % ROBERT JAMES BALLANTINE JR
- Mailing address (990-N for 2017)
- PO Box 565, Waimea HI 96796
- Principal officer (990-N for 2017)
- Robert J Ballantine, PO Box 565, Waimea HI 96796
- Signed the 990
- FANNY ROSE BALLANTINE-HIMBERG, Chairman
- Phone
- (808) 631-3455
- Website
- WWW.HALEPUNA.ORG
- Return prepared by
- Chantal Mentzer Inc
Mission
HALE PUNA PERPETUATES THE RICH HISTORY OF KAUAIS WESTSIDE WHILE PROMOTING CULTURAL AND ECONOMIC RESILIENCY WITHIN THE COMMUNITY.
Program accomplishments
- HALE PUNA FARM SCHOOL - A WORKFORCE TRAINING PROGRAM DESIGNED FOR LOCAL YOUTH TO LEARN ABOUT SUSTAINABLE AGRICULTURE FROM THE PLANNING STAGE TO THE MARKETPLACE. TRANSFORMING TRADITIONAL FOREST LAND INTO VEGETABLE AND FRUIT GARDEN, PRESENTING CLASSES AND WORKSHOPS AROUND FOOD, SUSTAINABILITY, PERMACULTURE AND HISTORY OF KAUAI AGRICULTURE.Expenses $91,136 · revenue $13,759
- RESTORING HALE PUNA - BUILDING RESTORATION BUILT IN 1828 AND ABANDONED SINCE 2004, KNOW AS THE PRODUCING SPONSOR FOR THE KAUAI OLD TIME GATHERING AND ANNUAL EVENT IN KOKEE STATE PARK TO PROMOTE OLD TIME HAWAIIAN AND MAINLAND AMERICAN MUSIC AND CRAFTS THROUGH WORKSHOP AND PERFORMANCE.Expenses $51,157
- We empower communities with access to locally grown produce. We manage a 1-acre regenerative farming food forest, host gardening events and youth agricultural learning programs, and hold a weekly farmers market featuring local farmers and artisans.Expenses $38,871 · revenue $34,786
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
- 81-1573798
- 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
- 2018
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Arts, culture and humanities (A50)
- Assets (IRS master file)
- $153,775
- Income (IRS master file)
- $202,578
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $196,791 | $199,945 | $153,775 | XML |
| 990-T | December 2024 | – | – | – | IRS |
| 990 | December 2023 | $209,356 | $228,380 | $156,435 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990-EZ | December 2022 | – | – | – | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990-EZ | December 2021 | – | – | – | IRS |
| 990-EZ | December 2020 | – | – | – | IRS |
| 990-EZ | December 2019 | – | – | – | IRS |
| 990-EZ | December 2018 | – | – | – | IRS |
| 990-N for 2017 Officer: Robert J Ballantine | December 31, 2017 | ≤ $50,000 receipts | – | – | e-Postcard |
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 81-1573798).
Questions about HALE PUNA
- What is the EIN of HALE PUNA?
- The employer identification number (EIN) of HALE PUNA is 81-1573798.
- Is HALE PUNA tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2018.
- Are donations to HALE PUNA tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does HALE PUNA 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 HALE PUNA 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 HALE PUNA 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 HALE PUNA?
- The 990-N for 2017 names Robert J Ballantine.
- Who are the officers and directors of HALE PUNA?
- The 990 for the year ended December 31, 2024 lists 7 people; 1 received compensation from the organization, the highest $21,224 (ANNE SUEKO COYLE, Treasurer).
- How much revenue does HALE PUNA have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $196,791, expenses of $199,945 and total assets of $153,775 at year end.
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- WAIMEA SUGAR MILL MUSEUM EIN 51-0458430 · last filed 990-N for 2025
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- KAUAI VOICES INC EIN 45-3570373 · last filed 990-N for 2024
- KIKIAOLA WESTSIDE BOATERS CLUB EIN 30-1287004 · last filed 990-N for 2025
- KAUAI REGION HEALTHCARE ENTERPRISES EIN 85-1039176 · last filed 990 for 2024
- KAUAI REGION PHARMACY-WEST EIN 85-4196430 · last filed 990 for 2024
- IWIKUA EIN 47-5593452 · last filed 990 for 2024
All nonprofits in WAIMEA · Hawaii · Arts, culture and humanities