Civic Intelligence

The Aloha Foundation Inc

990 • Fiscal year 2017 • EIN 03-6016791

Jan 01, 2017 to Dec 31, 2017 • Filed on May 10, 2018

Refreshing map…

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

33rd percentile

0.11x

Higher debt load relative to assets than 33% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

Liabilities / Revenue

61st percentile

0.46x

Higher debt load relative to revenue than 61% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

Net Margin

74th percentile

15%

Higher net margin than 74% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

Top Officer Pay

39th percentile

$206,091

Higher top officer pay than 39% of similar nonprofits.

Top officer pay equals 1.9% of source-year revenue.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

Asset Growth

80th percentile

15%

Faster asset growth than 80% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2016 to 2017

Revenue Growth

49th percentile

4.4%

Faster revenue growth than 49% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2016 to 2017

Assets

Up

$45,616,231

Up $6,042,456 (+15%) from 2016

Net Assets

Up

$40,570,746

Up $5,845,130 (+17%) from 2016

Liabilities

Up

$5,045,485

Up $197,326 (+4.1%) from 2016

Revenue

Up

$10,865,148

Up $461,494 (+4.4%) from 2016

Expenses

Up

$9,214,096

Up $581,942 (+6.7%) from 2016

Net Income

Down

$1,651,052

Down $120,448 (-6.8%) from 2016

Historical Trend

Balance Sheet Trend

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

2017

Assets$45,616,231
Liabilities$5,045,485
Net Assets$40,570,746

Operations Trend

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

2017

Revenue$10,865,148
Expenses$9,214,096
Net Income$1,651,052
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 10, 2018
Return Version
2017v2.2
Gross Receipts
$11,130,602
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$25,690,493$30,988,205▲ $5,297,712
Land, Buildings, and Equipment, Net$8,702,811$8,929,344▲ $226,533
Accounts Receivable$3,535,920$3,815,456▲ $279,536
Receivables From Officers Etc$494,526--
Pledges and Grants Receivable$736,975$360,246▼ $376,729
Savings and Temporary Cash Investments$16,299$178,986▲ $162,687
Prepaid Expenses and Deferred Charges$92,731$117,371▲ $24,640
Investments Other Securities$64,425--
Inventories for Sale or Use$11,292$14,227▲ $2,935
Total Assets$39,573,775$45,616,231▲ $6,042,456
Other Assets Total$228,303$1,212,396▲ $984,093
Liabilities
Deferred Revenue$4,406,634$4,649,251▲ $242,617
Mortgage Notes Payable Secured by Investment Property$280,412$215,835▼ $64,577
Accounts Payable and Accrued Expenses$161,113$180,399▲ $19,286
Total Liabilities$4,848,159$5,045,485▲ $197,326
Net Assets / Fund Balance
Permanently Rstr Net Assets$16,193,220$17,707,234▲ $1,514,014
Unrestricted Net Assets$14,762,181$16,355,222▲ $1,593,041
Temporarily Rstr Net Assets$3,770,215$6,508,290▲ $2,738,075
Total Net Assets Fund Balance$34,725,616$40,570,746▲ $5,845,130
Total Liabilities and Net Assets / Fund Balance$39,573,775$45,616,231▲ $6,042,456

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$4,914,739$5,583,944$10,498,683
Other Land Buildings$3,447,541$1,039,379$4,486,920
Equipment$567,064$2,236,085$2,803,149

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$23,498,020$1,669,518▲ $3,353,591$1,175,023$27,346,106
2016$21,605,638$1,497,402▲ $1,073,572$678,592$23,498,020
2015$19,189,304$3,131,206▼ $17,897$696,975$21,605,638
2014$16,755,614$2,367,432▲ $951,889$514,284$19,189,304
2013$12,742,968$1,421,509▲ $2,924,915$428,625$16,755,614
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Overtree Christopher EExecutive DirectorFT$163,236$42,855$206,091
Huppee Jane PCFOFT$113,364$15,259$128,623
Revenue and Support

Revenue Composition

Contributions and Grants
$1,853,342
Program Service Revenue
$7,382,044
Investment Income
$688,841
Other Revenue
$940,921
All Other Contributions
$1,853,342
Change in Net Assets
$1,651,052

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 AmountValuation Method
Securities Publicly Traded15$32,841Fair Market Value (FMV)
Total Noncash Contributions15$32,841-

Audited Revenue Reconciliation

Revenue per Audited Statements
$10,939,334
Revenue Not Reported on Financial Statements
$-74,186
Revenue Not Reported on Form 990
$2,865,629
Other Revenue Adjustments
$-106,954
Total Revenue per Audited Statements
$13,804,963
Total Revenue per Form 990
$10,865,148
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$4,542,469
Other Expenses$3,914,049
Grants and Similar Amounts Paid$757,578
Total Fundraising Expense$313,624
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,388,638$761,882$145,176$3,295,696
Grants to Domestic Individuals$757,578--$757,578
Occupancy$630,526--$630,526
Depreciation Depletion$611,325--$611,325
Other Employee Benefits$255,314$179,658$29,606$464,578
Office Expenses$281,458$142,377$17,260$441,095
All Other Expenses$246,052$108,196$10,248$364,496
Current Officers, Directors, Trustees, and Key Employees-$272,887$61,827$334,714
Payroll Taxes$176,256$137,723$14,439$328,418
Insurance$187,225--$187,225
Fees for Services Other$70,826$113,346$174$184,346
Travel$125,443$10,272$6,516$142,231
Pension Plan Contributions$60,759$53,066$5,238$119,063
Other Expenses$84,690$6,980$10,801$91,670
Fees for Services Legal-$88,446-$88,446
Advertising$57,100$2,330$350$59,780
Information Technology$12,455$35,255$11,989$59,699
Fees for Service Investment Mgmnt Fees-$32,768-$32,768
Fees for Services Accounting-$28,132-$28,132
Interest-$11,890-$11,890
Total Functional Expenses$6,914,826$1,985,646$313,624$9,214,096

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$9,214,096
Total Expenses per Audited Statements$8,741,502
Expenses per Audited Statements$8,634,548
Expenses Not Reported on Financial Statements$579,548
Other Expense Adjustments$546,780
Expenses Not Reported on Form 990$106,954
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Officers, Directors, Trustees, and Key Employees$494,526--
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 11B

The form 990 is reviewed before filing by the audit and finance committee of the board of trustees. A copy is also provided to all board members prior to filing .

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 payscale human capital 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 or conflict of interest policy available to the public. The financial statements are available for public viewing within the annual report on the aloha foundation website.

Filing and Contact Details

Filer

Filer Name
The Aloha Foundation Inc
EIN
03-6016791
Phone
8023333400
Address
2968 LAKE MOREY ROAD, FAIRLEE, VT 05045

Signing Officer

Name
Christopher Overtree
Title
Executive Director
Phone
8023333400
Signed
2018-05-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Christopher Overtree
Formed
1968
Legal Domicile
Vt
Voting Board Members
19
Independent Board Members
19
Employees
486
Volunteers
35

Preparer

Firm
Tyler Simms & St Sauveur Cpas Pc
Address
19 MORGAN DRIVE, LEBANON, NH 03766
Preparer
James N Godfrey CPA
Phone
6036530044
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

ROUNDING 2.

Financial Statement Notes

PART V, LINE 4:

The endowment funds are used for scholarships, for the upkeep of the property, and for the funding of staff leadership salaries.

PART X, LINE 2:

The foundation is exempt from tax under section 501(c)(3) of the internal revenue code and is not classified as a private foundation by the internal revenue service. The foundation adopted the accounting methods under fasb asc section 740-10 for uncertain tax positions (utp) on january 1, 2009. The utp rules prescribe a recognition threshold and measurement attribute for the financial statement recognition and measurement of a tax position taken in an organization's tax return. The foundation believes that it has appropriate support for the tax positions taken and, as such, does not have any uncertain tax positions that might result in a material impact on the foundation's statements of financial position, activities and changes in net assets and cash flows.

PART XI, LINE 2D - OTHER ADJUSTMENTS:

Scholarship & discounts -546,778.

PART XI, LINE 4B - OTHER ADJUSTMENTS:

Rental expenses -106,954.

PART XII, LINE 2D - OTHER ADJUSTMENTS:

RENTAL EXPENSE 106,954.

PART XII, LINE 4B - OTHER ADJUSTMENTS:

Scholarships & discounts 546,778. Rounding 2.

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/PersonNm13PUGHE CHARLES W
IRS990/Form990PartVIISectionAGrp/PersonNm14STREETER DEBORAH W
IRS990/Form990PartVIISectionAGrp/PersonNm15SLAUGHTER MATTHEW
IRS990/Form990PartVIISectionAGrp/PersonNm16CLEARWATER SUSAN B
IRS990/Form990PartVIISectionAGrp/PersonNm17GRAYER ELIZABETH L
IRS990/Form990PartVIISectionAGrp/PersonNm18WYCOFF STEPHEN S
IRS990/Form990PartVIISectionAGrp/PersonNm19HUPPEE JANE P
IRS990/Form990PartVIISectionAGrp/PersonNm20OVERTREE CHRISTOPHER E
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt19113364
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20163236
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt16SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt17TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt18TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt19CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt20EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/Form990TFiledInd01
IRS990/FormationYr01968
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt017888
IRS990/GainOrLossGrp/SecuritiesAmt04746
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt019
IRS990/GrantAmt0673799
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0757578
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0757578
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt0176388
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt04746
IRS990/GrossReceiptsAmt011130602
IRS990/GrossRentsGrp/RealAmt0103746
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt019
IRS990/IndivRcvdGreaterThan100KCnt02
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt011989
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt035255
IRS990/InformationTechnologyGrp/ProgramServicesAmt012455
IRS990/InformationTechnologyGrp/TotalAmt059699
IRS990/InsuranceGrp/ProgramServicesAmt0187225
IRS990/InsuranceGrp/TotalAmt0187225
IRS990/InterestGrp/ManagementAndGeneralAmt011890
IRS990/InterestGrp/TotalAmt011890
IRS990/InventoriesForSaleOrUseGrp/BOYAmt011292
IRS990/InventoriesForSaleOrUseGrp/EOYAmt014227
IRS990/InvestmentIncomeGrp/ExclusionAmt0666207
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0666207
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt064425
IRS990/InvestmentsPubTradedSecGrp/BOYAmt025690493
IRS990/InvestmentsPubTradedSecGrp/EOYAmt030988205
IRS990/IRPDocumentCnt074
IRS990/IRPDocumentW2GCnt00
IRS990/JointCostsInd0X
IRS990/LandBldgEquipAccumDeprecAmt08859408
IRS990/LandBldgEquipBasisNetGrp/BOYAmt08702811
IRS990/LandBldgEquipBasisNetGrp/EOYAmt08929344
IRS990/LandBldgEquipCostOrOtherBssAmt017788752
IRS990/LegalDomicileStateCd0VT
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt0158500
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt00
IRS990/LessRentalExpensesGrp/RealAmt0106954
IRS990/LoanOutstandingInd01
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
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.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt0280412
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0215835
IRS990/NetAssetsOrFundBalancesBOYAmt034725616
IRS990/NetAssetsOrFundBalancesEOYAmt040570746
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt022634
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt022634
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt03200
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt0-3208
IRS990/NetRentalIncomeOrLossGrp/UnrelatedBusinessRevenueAmt0-6408
IRS990/NetUnrelatedBusTxblIncmAmt0-40834
IRS990/NetUnrlzdGainsLossesInvstAmt03412407
IRS990/NoncashContributionsAmt032841
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt0630526
IRS990/OccupancyGrp/TotalAmt0630526
IRS990/OfficeExpensesGrp/FundraisingAmt017260
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0142377
IRS990/OfficeExpensesGrp/ProgramServicesAmt0281458
IRS990/OfficeExpensesGrp/TotalAmt0441095
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0228303
IRS990/OtherAssetsTotalGrp/EOYAmt01212396
IRS990/OtherChangesInNetAssetsAmt02
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt029606
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0179658
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0255314
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0464578
IRS990/OtherExpensesGrp/Desc0FOOD EXPENSE
IRS990/OtherExpensesGrp/Desc1OUTSIDE CONTRACTORS
IRS990/OtherExpensesGrp/Desc2LAUNDRY
IRS990/OtherExpensesGrp/Desc3EQUIPMENT RENTAL
IRS990/OtherExpensesGrp/FundraisingAmt010801
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0438
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt16980
IRS990/OtherExpensesGrp/ProgramServicesAmt0637107
IRS990/OtherExpensesGrp/ProgramServicesAmt1225483
IRS990/OtherExpensesGrp/ProgramServicesAmt2106591
IRS990/OtherExpensesGrp/ProgramServicesAmt384690
IRS990/OtherExpensesGrp/TotalAmt0637107
IRS990/OtherExpensesGrp/TotalAmt1236722
IRS990/OtherExpensesGrp/TotalAmt2106591
IRS990/OtherExpensesGrp/TotalAmt391670
IRS990/OtherRevenueMiscGrp/BusinessCd0532000
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/BusinessCd2900099
IRS990/OtherRevenueMiscGrp/Desc0FACILITY RENTAL
IRS990/OtherRevenueMiscGrp/Desc1GAIN ON INVOLUNTARY CO
IRS990/OtherRevenueMiscGrp/Desc2RELATED-PARTY LOAN INT
IRS990/OtherRevenueMiscGrp/ExclusionAmt0322601
IRS990/OtherRevenueMiscGrp/ExclusionAmt1592
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0620936
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1322601
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt2592
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt0620936
IRS990/OtherRevenueTotalAmt0944129
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0145176
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0761882
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt02388638
IRS990/OtherSalariesAndWagesGrp/TotalAmt03295696
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt014439
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0137723
IRS990/PayrollTaxesGrp/ProgramServicesAmt0176256
IRS990/PayrollTaxesGrp/TotalAmt0328418
IRS990/PensionPlanContributionsGrp/FundraisingAmt05238
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt053066
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt060759
IRS990/PensionPlanContributionsGrp/TotalAmt0119063
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt016193220
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt017707234
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0736975
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0360246
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt092731
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0117371
IRS990/PrincipalOfficerNm0CHRISTOPHER OVERTREE
IRS990/PriorPeriodAdjustmentsAmt0781669
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611710
IRS990/ProgramServiceRevenueGrp/BusinessCd1611710
IRS990/ProgramServiceRevenueGrp/Desc0TUITION & FACILITY REN
IRS990/ProgramServiceRevenueGrp/Desc1OTHER PROGRAM FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt07021740
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1360304
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt07021740
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1360304
IRS990/ProgSrvcAccomActy2Grp/Desc0ONE SUMMER CAMP SERVICED FAMILIES AND GROUPS FOR A TOTAL OF 1,644 PARTICIPANTS FOR 6,605 CAMPER DAYS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0605544

Document Assets

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Filings

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
2017Detailed filing. Detailed filing data is available for this year.$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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