Civic Intelligence

The Aloha Foundation Inc

990 • Fiscal year 2013 • EIN 03-6016791

Jan 01, 2013 to Dec 31, 2013 • Filed on May 15, 2014

Organization ProfileWWW.ALOHAFOUNDATION.ORG

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2968 Lake Morey RoadFairlee, VT 05045

(802) 333-3400

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

36th percentile

0.15x

Higher debt load relative to assets than 36% of similar nonprofits.

2013 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2013

Liabilities / Revenue

62nd percentile

0.53x

Higher debt load relative to revenue than 62% of similar nonprofits.

2013 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2013

Net Margin

78th percentile

23%

Higher net margin than 78% of similar nonprofits.

2013 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2013

Top Officer Pay

25th percentile

$147,104

Higher top officer pay than 25% of similar nonprofits.

Top officer pay equals 1.6% of source-year revenue.

2013 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2013

Asset Growth

78th percentile

15%

Faster asset growth than 78% of similar nonprofits.

2013 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets36th percentile

Assets

Up

$32,613,601

Up $4,173,996 (+15%) from 2012

Net Assets

Up

$27,627,715

Up $4,334,680 (+19%) from 2012

Liabilities

Down

$4,985,886

Down $160,684 (-3.1%) from 2012

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin78th percentile

Revenue

$9,430,629

No earlier filing loaded for comparison.

Expenses

Up

$7,246,137

Up $317,262 (+4.6%) from 2012

Net Income

$2,184,492

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth78th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$80M$60M$40M$20M$0Assets 2010: $25,095,227Liabilities 2010: $4,575,857Net Assets 2010: $20,519,3702010Assets 2011: $25,500,646Liabilities 2011: $4,830,742Net Assets 2011: $20,669,9042011Assets 2012: $28,439,605Liabilities 2012: $5,146,570Net Assets 2012: $23,293,0352012Assets 2013: $32,613,601Liabilities 2013: $4,985,886Net Assets 2013: $27,627,7152013Assets 2014: $35,302,607Liabilities 2014: $5,052,644Net Assets 2014: $30,249,9632014Assets 2015: $37,785,731Liabilities 2015: $5,282,351Net Assets 2015: $32,503,3802015Assets 2016: $39,573,775Liabilities 2016: $4,848,159Net Assets 2016: $34,725,6162016Assets 2017: $45,616,231Liabilities 2017: $5,045,485Net Assets 2017: $40,570,7462017Assets 2018: $44,310,964Liabilities 2018: $4,569,279Net Assets 2018: $39,741,6852018Assets 2019: $51,478,996Liabilities 2019: $5,482,689Net Assets 2019: $45,996,3072019Assets 2020: $49,468,810Liabilities 2020: $2,239,070Net Assets 2020: $47,229,7402020Assets 2021: $55,861,935Liabilities 2021: $3,462,903Net Assets 2021: $52,399,0322021Assets 2022: $48,157,689Liabilities 2022: $1,197,809Net Assets 2022: $46,959,8802022Assets 2023: $55,055,705Liabilities 2023: $1,386,516Net Assets 2023: $53,669,1892023Assets 2024: $60,457,562Liabilities 2024: $1,767,930Net Assets 2024: $58,689,6322024

Highlighted filing

2013

Assets$32,613,601
Liabilities$4,985,886
Net Assets$27,627,715
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$15M$10M$5.0M$0-$5.0MExpenses 2010: $6,333,7322010Expenses 2011: $6,693,3062011Expenses 2012: $6,928,8752012Revenue 2013: $9,430,629Expenses 2013: $7,246,137Net Income 2013: $2,184,4922013Revenue 2014: $10,437,658Expenses 2014: $8,185,014Net Income 2014: $2,252,6442014Revenue 2015: $11,577,196Expenses 2015: $8,530,673Net Income 2015: $3,046,5232015Revenue 2016: $10,403,654Expenses 2016: $8,632,154Net Income 2016: $1,771,5002016Revenue 2017: $10,865,148Expenses 2017: $9,214,096Net Income 2017: $1,651,0522017Revenue 2018: $11,746,269Expenses 2018: $10,141,116Net Income 2018: $1,605,1532018Revenue 2019: $12,010,196Expenses 2019: $10,783,213Net Income 2019: $1,226,9832019Revenue 2020: $4,799,395Expenses 2020: $6,106,368Net Income 2020: -$1,306,9732020Revenue 2021: $11,897,602Expenses 2021: $8,836,249Net Income 2021: $3,061,3532021Revenue 2022: $13,601,476Expenses 2022: $10,541,041Net Income 2022: $3,060,4352022Revenue 2023: $12,272,069Expenses 2023: $11,582,070Net Income 2023: $689,9992023Revenue 2024: $12,308,925Expenses 2024: $11,452,171Net Income 2024: $856,7542024

Highlighted filing

2013

Revenue$9,430,629
Expenses$7,246,137
Net Income$2,184,492
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 15, 2014
Return Version
2013v3.0
Gross Receipts
$9,522,421
Mission and Program Overview

Mission

The aloha foundation, inc. Is a non-profit educational institution with the objectives of fostering personal growth, self-reliance, self-confidence, cooperation, and a sense of community in people of all ages and backgrounds.

Operation of 4 summer resident camps, a summer day camp & a year-round outdoor education center.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$15,524,741$19,194,181▲ $3,669,440
Land, Buildings, and Equipment, Net$8,717,910$8,815,315▲ $97,405
Accounts Receivable$3,681,779$3,607,457▼ $74,322
Pledges and Grants Receivable$31,351$510,744▲ $479,393
Prepaid Expenses and Deferred Charges$61,129$65,494▲ $4,365
Savings and Temporary Cash Investments$98,980$53,000▼ $45,980
Investments Other Securities$39,527$41,931▲ $2,404
Inventories for Sale or Use$11,088$9,379▼ $1,709
Total Assets$28,439,605$32,613,601▲ $4,173,996
Other Assets Total$273,100$316,100▲ $43,000
Liabilities
Deferred Revenue$4,381,844$4,302,213▼ $79,631
Mortgage Notes Payable Secured by Investment Property$567,362$454,638▼ $112,724
Accounts Payable and Accrued Expenses$197,364$229,035▲ $31,671
Total Liabilities$5,146,570$4,985,886▼ $160,684
Net Assets / Fund Balance
Unrestricted Net Assets$13,714,367$14,457,685▲ $743,318
Permanently Rstr Net Assets$7,481,763$8,950,090▲ $1,468,327
Temporarily Rstr Net Assets$2,096,905$4,219,940▲ $2,123,035
Total Net Assets Fund Balance$23,293,035$27,627,715▲ $4,334,680
Total Liabilities and Net Assets / Fund Balance$28,439,605$32,613,601▲ $4,173,996

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$4,989,862$4,202,806$9,192,668
Other Land Buildings$3,312,812$745,816$4,058,628
Equipment$512,641$1,725,244$2,237,885

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$12,218,625$1,421,509▲ $2,924,916$428,625$16,231,272
2012$9,960,803$834,118▲ $1,759,514$371,889$12,218,625
2011$8,195,882$2,418,840▼ $325,548$328,371$9,960,803
2010$7,396,589$353,573▲ $793,995$348,275$8,195,882
2009$6,873,982$661,049▲ $358,569$497,011$7,396,589
Compensation and Service Providers
Top Officer Pay25th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Zien Jimmy HExecutive DirectorFT$134,951$12,153$147,104
Huppee Jane PCFOFT$103,210$6,451$109,661

Board Members and Trustees

NameTitle
Gaillard Peter WPresident
Juster Anne CVice President
Alderson-smith LeighTrustee
Bender Jarvis Jean HTrustee
Clearwater Susan BTrustee
Fisher KathleenTrustee
Frazier Lindsay a MdTrustee
Glocker Rudolph KTrustee
Harvard Kathleen WTrustee
Herrick Jr John FTrustee
Mann Robert GTrustee
Michaelson Patricia aTrustee
Overtree ChristopherTrustee
Pughe Charles WTrustee
Richardson George PTrustee
Rosenfeld Fran WTrustee
Schulzinger ElizabethTrustee
Slaughter MatthewTrustee
Streeter Deborah WTrustee
Zipf Jr Stephen aTrustee
Ventling Emelie RSecretary
Dobronyi Jr Joseph BTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,407,830
Program Service Revenue
$6,146,782
Investment Income
$525,859
Other Revenue
$350,158
All Other Contributions
$2,407,830
Change in Net Assets
$2,184,492

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
Yes

Noncash Contributions

Contribution TypeContribution CountReported Amount
Securities Publicly Traded18$40,590
Total Noncash Contributions18$40,590

Audited Revenue Reconciliation

Revenue per Audited Statements
$9,078,459
Revenue Not Reported on Financial Statements
$352,170
Revenue Not Reported on Form 990
$2,084,661
Other Revenue Adjustments
$352,170
Total Revenue per Audited Statements
$11,163,120
Total Revenue per Form 990
$9,430,629
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,487,970
Other Expenses$3,168,103
Grants and Similar Amounts Paid$590,064
Total Fundraising Expense$223,640
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,773,900$706,286$45,535$2,525,721
Grants to Domestic Individuals$590,064--$590,064
Depreciation Depletion$548,945--$548,945
Occupancy$505,218--$505,218
Office Expenses$255,285$134,218$22,240$411,743
Other Employee Benefits$205,700$121,546$16,630$343,876
All Other Expenses$242,379$38,093$5,113$285,585
Payroll Taxes$129,631$127,348$8,195$265,174
Current Officers, Directors, Trustees, and Key Employees-$183,213$73,552$256,765
Fees for Services Other$78,441$54,045$30,015$162,501
Travel$131,783$15,347$13,379$160,509
Insurance$150,079--$150,079
Pension Plan Contributions$53,137$40,293$3,004$96,434
Other Expenses$49,997$40,305$291$90,593
Information Technology$5,811$40,445$2,681$48,937
Advertising$36,691$596$347$37,634
Fees for Service Investment Mgmnt Fees-$29,520-$29,520
Fees for Services Accounting-$27,550-$27,550
Fees for Services Legal-$1,033-$1,033
Interest-$-32,994-$-32,994
Total Functional Expenses$5,484,699$1,537,798$223,640$7,246,137

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$7,246,137
Expenses per Audited Statements$6,894,465
Total Expenses per Audited Statements$6,894,465
Expenses Not Reported on Financial Statements$351,672
Other Expense Adjustments$351,672
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

“The form 990 is reviewed before filing by the audit and finance committee of the board of trustees. It is available to all board members.”

Form 990, Part VI, Section B, Line 12C

“The aloha foundation, inc. Monitors and enforces compliance with the conflict of interest policy by having trustees sign statements yearly indicating any conflicts and using this information when decisions arise that could produce conflicts.”

Form 990, Part VI, Section B, Line 15

“The aloha foundation, inc. Uses abbott langer non-profit survey information as a basis for recommendations to the board of trustees' personnel committee for the executive director's salary. For key employees the same survey is used. Sometimes other camps are surveyed to look at salary ranges for key positions.”

Form 990, Part VI, Section C, Line 18

“Forms 990 and 990-t are available upon request or through guidestar”

Form 990, Part VI, Section C, Line 19

“Currently, the aloha foundation does not make its governing documents, conflict of interest policy, or financial statements available to the public.”

Filing and Contact Details

Filer

EIN
03-6016791
Phone
8023333400

Signing Officer

Name
Jimmy H Zien
Title
Executive Director
Phone
8023333400
Signed
2014-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jimmy H Zien
Formed
1968
Legal Domicile
Vt
Voting Board Members
22
Independent Board Members
22
Employees
457
Volunteers
0

Preparer

Preparer
James N Godfrey CPA
Phone
6036530044
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Rounding 2. Gain/loss on involuntary conversion 65,525.”

Financial Statement Notes

PART V, LINE 4:

“The endowment funds are used for scholarships and for the upkeep of the property.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Investment management fees 29,520. Rental expenses -91,793. Scholarships and discounts 413,944. Gain on sale of fixed assets 500. Rounding -1.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Investment management fees 29,520. Scholarships & discounts 413,944. Rental expenses -91,793. Rounding 1.”

Raw XML AppendixShowing 400 of 690 raw XML fields

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IRS990/Form990PartVIISectionAGrp/PersonNm9JUSTER ANNE C
IRS990/Form990PartVIISectionAGrp/PersonNm10MANN ROBERT G
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IRS990/Form990PartVIISectionAGrp/PersonNm12MICHAELSON PATRICIA A
IRS990/Form990PartVIISectionAGrp/PersonNm13RICHARDSON GEORGE P
IRS990/Form990PartVIISectionAGrp/PersonNm14ROSENFELD FRAN W
IRS990/Form990PartVIISectionAGrp/PersonNm15VENTLING EMELIE R
IRS990/Form990PartVIISectionAGrp/PersonNm16STREETER DEBORAH W
IRS990/Form990PartVIISectionAGrp/PersonNm17ZIPF JR STEPHEN A
IRS990/Form990PartVIISectionAGrp/PersonNm18SLAUGHTER MATTHEW
IRS990/Form990PartVIISectionAGrp/PersonNm19CLEARWATER SUSAN B
IRS990/Form990PartVIISectionAGrp/PersonNm20PUGHE CHARLES W
IRS990/Form990PartVIISectionAGrp/PersonNm21OVERTREE CHRISTOPHER
IRS990/Form990PartVIISectionAGrp/PersonNm22ZIEN JIMMY H
IRS990/Form990PartVIISectionAGrp/PersonNm23HUPPEE JANE P
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IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt16TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt17TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt18TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt19TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt20TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt21TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt22EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt23CFO
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/Form990TFiledInd01
IRS990/FormationYr01968
IRS990/FormerOfcrEmployeesListedInd00
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IRS990/FSAuditedInd01
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IRS990/GamingActivitiesInd00
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IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
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IRS990/GrossReceiptsAmt09522421
IRS990/GrossRentsGrp/RealAmt094495
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
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IRS990/IndivRcvdGreaterThan100KCnt02
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt02681
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt040445
IRS990/InformationTechnologyGrp/ProgramServicesAmt05811
IRS990/InformationTechnologyGrp/TotalAmt048937
IRS990/InsuranceGrp/ProgramServicesAmt0150079
IRS990/InsuranceGrp/TotalAmt0150079
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IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
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IRS990/MissionDesc0THE ALOHA FOUNDATION, INC. IS A NON-PROFIT EDUCATIONAL INSTITUTION WITH THE OBJECTIVES OF FOSTERING PERSONAL GROWTH, SELF-RELIANCE, SELF-CONFIDENCE, COOPERATION, AND A SENSE OF COMMUNITY IN PEOPLE OF ALL AGES AND BACKGROUNDS.
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IRS990/OfficeExpensesGrp/ProgramServicesAmt0255285
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IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt110440
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt240305
IRS990/OtherExpensesGrp/ProgramServicesAmt0474960
IRS990/OtherExpensesGrp/ProgramServicesAmt1171838
IRS990/OtherExpensesGrp/ProgramServicesAmt280840
IRS990/OtherExpensesGrp/ProgramServicesAmt349997
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IRS990/OtherExpensesGrp/TotalAmt1175010
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IRS990/OtherExpensesGrp/TotalAmt390593
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IRS990/OtherSalariesAndWagesGrp/FundraisingAmt045535
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IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01773900
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IRS990/PartialLiquidationInd00
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IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0127348
IRS990/PayrollTaxesGrp/ProgramServicesAmt0129631
IRS990/PayrollTaxesGrp/TotalAmt0265174
IRS990/PensionPlanContributionsGrp/FundraisingAmt03004
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt040293
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt053137
IRS990/PensionPlanContributionsGrp/TotalAmt096434
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt07481763
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt08950090
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt031351
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0510744
IRS990/PoliticalCampaignActyInd00

Document Assets

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Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$32,613,601
Liabilities
$4,985,886
Net assets
$27,627,715
Revenue
$9,430,629
Expenses
$7,246,137
Net income
$2,184,492
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$60.5$1.77$58.7$12.3$11.5$0.86
2023Detailed filing. Detailed filing data is available for this year.$55.1$1.39$53.7$12.3$11.6$0.69
2022Detailed filing. Detailed filing data is available for this year.$48.2$1.20$47.0$13.6$10.5$3.06
2021Detailed filing. Detailed filing data is available for this year.$55.9$3.46$52.4$11.9$8.84$3.06
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$49.5$2.24$47.2$4.80$6.11$1.31
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$51.5$5.48$46.0$12.0$10.8$1.23
2018Detailed filing. Detailed filing data is available for this year.$44.3$4.57$39.7$11.7$10.1$1.61
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$45.6$5.05$40.6$10.9$9.21$1.65
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$39.6$4.85$34.7$10.4$8.63$1.77
2015Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$37.8$5.28$32.5$11.6$8.53$3.05
2014Detailed filing. Detailed filing data is available for this year.$35.3$5.05$30.2$10.4$8.19$2.25
2013Detailed filing. Detailed filing data is available for this year.$32.6$4.99$27.6$9.43$7.25$2.18
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$28.4$5.15$23.3$6.93
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$25.5$4.83$20.7$6.69
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$25.1$4.58$20.5$6.33
Peer Organizations

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