Liabilities / Assets
55th percentile
Tied with the lowest-debt nonprofits in its peer group.
Halau O Aulani Inc.
990EZ • Fiscal year 2015 • EIN 52-1978774
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.00x
Liabilities / Revenue
55th percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
22nd percentile
Higher net margin than 22% of similar nonprofits.
Top Officer Pay
76th percentile
Higher top officer pay than 76% of similar nonprofits.
Top officer pay equals 7.2% of source-year revenue.
Asset Growth
27th percentile
Faster asset growth than 27% of similar nonprofits.
Revenue Growth
24th percentile
Faster revenue growth than 24% of similar nonprofits.
Balance Sheet
Assets
Down$27,668
Down $3,727 (-12%) from 2014
Net Assets
Down$27,668
Down $3,727 (-12%) from 2014
Liabilities
Flat$0
Flat from 2014
Revenue And Expenses
Revenue
Down$33,511
Down $8,117 (-19%) from 2014
Expenses
Down$37,238
Down $17,149 (-32%) from 2014
Net Income
Up-$3,727
Up $9,032 (+71%) from 2014
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2015 to Dec 31, 2015
- Signed
- Aug 3, 2016
- Return Version
- 2015v2.1
- Gross Receipts
- $33,511
Mission and Program Overview
Mission
Halau O 'Aulani is organized and is operated exclusively as a school for Native Hawai'ian history, culture, and languange. Its mission is to teach and perpetuate the cultures, traditions and values of the People of Hawai'i through dances, languages, arts, music, history and customs.
Program Services
| Description | Grants | Expenses |
|---|---|---|
| Master Classes - Five master classes featured three master hula instructors and three experts on other South Pacific islands who reside in Hawai'i and provided expert instruction in culture, dance, music, and language to the school's instructors and students. | $0 | $17,253 |
| Classroom instruction - The school offers weekly classes in the culture, dance, music, and language of Hawai'i and other South Pacific islands to approximately 50 students for ten months out of the year. | $0 | $16,877 |
| Public workshop - The school held two public workshops featuring one of its master hula instructors and two experts on other South Pacific islands who reside in Hawai'i and provided expert instruction in culture, dance, music, and language to members of the local community as well as attendees from other parts of the U.S.A. | $0 | $488 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Evan Sonoda | Board Member, Co-Principal | PT | $2,400 | - | $2,400 |
| Jeannie Vieve Waltrip | Board Member, Co-Principal | PT | $1,800 | - | $1,800 |
| Jonalyne Andres | Board Member, Co-Principal | PT | $1,800 | - | $1,800 |
| Ed T C Ing | Board Chair | - | $0 | - | - |
| Shirley Queja | Board Secretary, Vice-Principal | FT | $0 | - | - |
| James Mihori | Board Treasurer | PT | $0 | - | - |
| Maile Duggan | Board Member | - | $0 | - | - |
| Glen Hirabayashi | Board Member | - | $0 | - | - |
| E Kenneth Hong Fong | Board Member | - | $0 | - | - |
| Wendell Yee | Board Member | - | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- Halau O 'Aulani
- EIN
- 52-1978774
- Phone
- 3019197905
- Address
- 4309 Holmehurst Way West, Bowie, MD 20720
Signing Officer
- Name
- James Mihori
- Title
- Treasurer
- Phone
- 7034823844
- Signed
- 2016-08-03
Supplemental Narrative
Additional Explanations
Form 990-EZ, Part I, Line 8
“Description;Amount^Administrative fee;25^Total;25^”
Form 990-EZ, Part I, Line 16
“Description;Amount^Business registration fees;25|Supplies;767|Telephone;1197|Bank fees;324|Insurance;1974|Travel;7260^Total;11547^”
Form 990-EZ, Part II, Line 24
“Description;EOY Amount^Library books;4663|Electronics;1894|Musical instruments;3085|QuickBooks accounting software;334|Bookcases;572^Total;10548^”
Raw XML Appendix181 raw XML fields
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
| IRS990EZ/ActivitiesNotPreviouslyRptInd | 0 | 0 |
| IRS990EZ/BenefitsPaidToOrForMembersAmt | 0 | 0 |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | Shirley Queja |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 3019197905 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 4309 Holmehurst Way West |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | Bowie |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | MD |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 20720 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 21419 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 17120 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | 0 |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 11650 |
| IRS990EZ/CostOfGoodsSoldAmt | 0 | 0 |
| IRS990EZ/CostOrOtherBasisExpenseSaleAmt | 0 | 0 |
| IRS990EZ/DirectIndirectPltclExpendAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | 0 |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | 0 |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -3727 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 502 |
| IRS990EZ/FiledScheduleAInd | 0 | 1 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | 0 |
| IRS990EZ/ForeignOfficeInd | 0 | 0 |
| IRS990EZ/Form1120PolFiledInd | 0 | 0 |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 31395 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 27668 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 4015 |
| IRS990EZ/GainOrLossFromSaleOfAssetsAmt | 0 | 0 |
| IRS990EZ/GamingGrossIncomeAmt | 0 | 735 |
| IRS990EZ/GrantsAndSimilarAmountsPaidAmt | 0 | 0 |
| IRS990EZ/GrossProfitLossSlsOfInvntryAmt | 0 | 0 |
| IRS990EZ/GrossReceiptsAmt | 0 | 33511 |
| IRS990EZ/GrossSalesOfInventoryAmt | 0 | 0 |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 0 |
| IRS990EZ/LandAndBuildingsGrp/BOYAmt | 0 | 0 |
| IRS990EZ/LandAndBuildingsGrp/EOYAmt | 0 | 0 |
| IRS990EZ/LobbyingActivitiesInd | 0 | 0 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | 0 |
| IRS990EZ/MembershipDuesAmt | 0 | 0 |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 31395 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 27668 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 31395 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 27668 |
| IRS990EZ/OccupancyRentUtltsAndMaintAmt | 0 | 5343 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 2 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 40 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 10 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 2 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 2 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 5 | 2 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 6 | 2 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 7 | 10 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 8 | 10 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 9 | 10 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 7 | 2400 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 8 | 1800 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 9 | 1800 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | Ed T C Ing |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | Shirley Queja |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | James Mihori |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | Maile Duggan |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | Glen Hirabayashi |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | E Kenneth Hong Fong |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | Wendell Yee |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 7 | Evan Sonoda |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 8 | Jeannie Vieve Waltrip |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 9 | Jonalyne Andres |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | Board Chair |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | Board Secretary, Vice-Principal |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | Board Treasurer |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | Board Member |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | Board Member |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | Board Member |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 6 | Board Member |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 7 | Board Member, Co-Principal |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 8 | Board Member, Co-Principal |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 9 | Board Member, Co-Principal |
| IRS990EZ/OperateHospitalInd | 0 | 0 |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | 0 |
| IRS990EZ/OrganizationHadUBIInd | 0 | 0 |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 9976 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 10548 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 11547 |
| IRS990EZ/OtherRevenueTotalAmt | 0 | 25 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | 0 |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | Halau O 'Aulani is organized and is operated exclusively as a school for Native Hawai'ian history, culture, and languange. Its mission is to teach and perpetuate the cultures, traditions and values of the People of Hawai'i through dances, languages, arts, music, history and customs. |
| IRS990EZ/PrintingPublicationsPostageAmt | 0 | 126 |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 17086 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | Classroom instruction - The school offers weekly classes in the culture, dance, music, and language of Hawai'i and other South Pacific islands to approximately 50 students for ten months out of the year. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 1 | Master Classes - Five master classes featured three master hula instructors and three experts on other South Pacific islands who reside in Hawai'i and provided expert instruction in culture, dance, music, and language to the school's instructors and students. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 2 | Public workshop - The school held two public workshops featuring one of its master hula instructors and two experts on other South Pacific islands who reside in Hawai'i and provided expert instruction in culture, dance, music, and language to members of the local community as well as attendees from other parts of the U.S.A. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 1 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 2 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 16877 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 1 | 17253 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 2 | 488 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990EZ/SalariesOtherCompEmplBnftAmt | 0 | 19720 |
| IRS990EZ/SaleOfAssetsGrossAmt | 0 | 0 |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | 1 |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 0 |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | 4750 |
| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 0 | MD |
| IRS990EZ/SubjectToProxyTaxInd | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 0 |
| IRS990EZ/TanningServicesProvidedInd | 0 | 0 |
| IRS990EZ/TaxImposedOnOrganizationMgrAmt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4911Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4912Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4955Amt | 0 | 0 |
| IRS990EZ/TaxReimbursedByOrganizationAmt | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 37238 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 34618 |
| IRS990EZ/TotalRevenueAmt | 0 | 33511 |
| IRS990EZ/TransactionWithControlEntInd | 0 | 0 |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | 0 |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | http://www.halauoaulani.org |
| IRS990ScheduleA/SchoolInd | 0 | X |
| IRS990ScheduleE/ComplianceWithRevProc7550Ind | 0 | 1 |
| IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd | 0 | 0 |
| IRS990ScheduleE/DiscriminateRaceAthltProgInd | 0 | 0 |
| IRS990ScheduleE/DiscriminateRaceEducPlcyInd | 0 | 0 |
| IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd | 0 | 0 |
| IRS990ScheduleE/DiscriminateRaceOtherActyInd | 0 | 0 |
| IRS990ScheduleE/DiscriminateRaceSchsInd | 0 | 0 |
| IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd | 0 | 0 |
| IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd | 0 | 0 |
| IRS990ScheduleE/GovernmentFinancialAidRcvdInd | 0 | 0 |
| IRS990ScheduleE/GovernmentFinancialAidRvkdInd | 0 | 0 |
| IRS990ScheduleE/MaintainCpyOfAllSolInd | 0 | 1 |
| IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd | 0 | 1 |
| IRS990ScheduleE/MaintainRacialCompRecsInd | 0 | 1 |
| IRS990ScheduleE/MaintainScholarshipsRecsInd | 0 | 1 |
| IRS990ScheduleE/NondiscriminatoryPolicyStmtInd | 0 | 1 |
| IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd | 0 | 0 |
| IRS990ScheduleE/PolicyStmtInBrochuresEtcInd | 0 | 1 |
| IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt | 0 | The publicity requirement does not apply to Halau O 'Aulani because it satisfies the requirements under subsection 2c, Section 4.03 of the IRS instructions to Schedule E: "If a school customarily draws its students from local communities and follows a racially nondiscriminatory policy as to students, the publicity requirement may be satisfied by complying with section 4.02, earlier." Halau O 'Aulani can demonstrate that it follows a racially nondiscriminatory policy because over half of its enrolled students belonged to racial minority groups. |
| IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Schedule E, Part I, Line 3 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | Description;Amount^Administrative fee;25^Total;25^ |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | Description;Amount^Business registration fees;25|Supplies;767|Telephone;1197|Bank fees;324|Insurance;1974|Travel;7260^Total;11547^ |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | Description;EOY Amount^Library books;4663|Electronics;1894|Musical instruments;3085|QuickBooks accounting software;334|Bookcases;572^Total;10548^ |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Form 990-EZ, Part I, Line 8 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Form 990-EZ, Part I, Line 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Form 990-EZ, Part II, Line 24 |
| ReasonableCauseExplanation/ExplanationTxt | 0 | QuickBooks accounting software does not accurately calculate payroll expenses for the cash basis accounting method. Therefore, additional time was needed to properly account for 4th quarter payroll liability expenses that were accrued in 2015 but paid in 2016. An automatic three month extension to file Form 990-EZ was approved by the IRS. |
| ReturnHeader/BuildTS | 0 | 2016-12-15 16:53:06Z |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | James Mihori |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | Treasurer |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 7034823844 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2016-08-03 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | Halau O 'Aulani |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | HALA |
| ReturnHeader/Filer/EIN | 0 | 521978774 |
| ReturnHeader/Filer/PhoneNum | 0 | 3019197905 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 4309 Holmehurst Way West |
| ReturnHeader/Filer/USAddress/CityNm | 0 | Bowie |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | MD |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 20720 |
| ReturnHeader/ReturnTs | 0 | 2016-08-03T21:06:39-07:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2015-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2015-12-31 |
| ReturnHeader/TaxYr | 0 | 2015 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $27,668
- Liabilities
- $0
- Net assets
- $27,668
- Revenue
- $33,511
- Expenses
- $37,238
- Net income
- -$3,727