Civic Intelligence

Hale Puna

990 • Fiscal year 2023 • EIN 81-1573798

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 14, 2024

Organization Profilewww.halepuna.org
PO Box 565Waimea, HI 96796

(808) 631-3455

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Down

$161,341

Down $18,552 (-10%) from 2022

Net Assets

Down

$159,285

Down $19,030 (-11%) from 2022

Liabilities

Up

$2,056

Up $478 (+30%) from 2022

Revenue And Expenses

Revenue

Up

$211,756

Up $47,088 (+29%) from 2022

Expenses

Up

$230,786

Up $96,250 (+72%) from 2022

Net Income

Down

-$19,030

Down $49,162 (-163%) from 2022

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0-$50KAssets 2018: $97,012Liabilities 2018: $100,270Net Assets 2018: -$3,2582018Assets 2019: $126,950Liabilities 2019: $113,035Net Assets 2019: $13,9152019Assets 2020: $139,629Liabilities 2020: $106,241Net Assets 2020: $33,3882020Assets 2021: $148,183Liabilities 2021: $0Net Assets 2021: $148,1832021Assets 2022: $179,893Liabilities 2022: $1,578Net Assets 2022: $178,3152022Assets 2023: $161,341Liabilities 2023: $2,056Net Assets 2023: $159,2852023Assets 2024: $153,775Liabilities 2024: $0Net Assets 2024: $153,7752024

Highlighted filing

2023

Assets$161,341
Liabilities$2,056
Net Assets$159,285
Open 2023 Filing

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2018: $46,725Expenses 2018: $68,684Net Income 2018: -$21,9592018Revenue 2019: $127,845Expenses 2019: $110,634Net Income 2019: $17,2112019Revenue 2020: $82,351Expenses 2020: $62,878Net Income 2020: $19,4732020Revenue 2021: $83,204Expenses 2021: $72,809Net Income 2021: $10,3952021Revenue 2022: $164,668Expenses 2022: $134,536Net Income 2022: $30,1322022Revenue 2023: $211,756Expenses 2023: $230,786Net Income 2023: -$19,0302023Revenue 2024: $196,791Expenses 2024: $199,945Net Income 2024: -$3,1542024

Highlighted filing

2023

Revenue$211,756
Expenses$230,786
Net Income-$19,030
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 14, 2024
Return Version
2023v5.1
Gross Receipts
$211,756
Mission and Program Overview

Mission

Restoration of hale puna, formerly known as the gulick rowell mission house while promoting cultural and economic resilience within the community.

Hale Puna perpetuates the rich history of Kauais westside while promoting cultural and economic resiliency within the community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$143,896$129,414▼ $14,482
Intangible Assets$27,600$25,200▼ $2,400
Cash and Non-Interest-Bearing Accounts$8,397$6,727▼ $1,670
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$179,893$161,341▼ $18,552
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$1,578$2,056▲ $478
Total Liabilities$1,578$2,056▲ $478
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$178,315$159,285▼ $19,030
Total Net Assets Fund Balance$178,315$159,285▼ $19,030
Total Liabilities and Net Assets / Fund Balance$179,893$161,341▼ $18,552

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$128,650$74,179$202,829
Equipment$764$4,453$5,217
Compensation and Service Providers

Board Members and Trustees

NameTitle
Fanny Rose Ballantine-HimbergChairman
Arti Michelle ClarkDirector
Diane FayeDirector
Diane M SumidaDirector
Marie Catherine MoriDirector
Anne Sueko CoyleSec/Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$36,621
Program Service Revenue
$55,260
Investment Income
$119,875
Other Revenue
$0
All Other Contributions
$11,621
Change in Net Assets
$-19,030
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$165,402
Salaries, Compensation, and Employee Benefits$65,384
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$51,063$411-$51,474
Fees for Services Other$28,112$2,307-$30,419
Occupancy$18,651$1,258-$19,909
Depreciation Depletion$16,882--$16,882
Payroll Taxes$13,910--$13,910
Fees for Services Accounting$2,037$7,011-$9,048
Insurance$3,914$4,089-$8,003
All Other Expenses$3,056$1,515-$4,571
Other Expenses$3,260$10,704-$3,260
Office Expenses$85$1,400-$1,485
Fees for Services Legal-$890-$890
Advertising$7$303-$310
Conferences and Meetings-$237-$237
Total Functional Expenses$165,789$64,997$0$230,786
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 Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
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

“No review was or will be conducted.”

Form 990, Part VI, Section C, Line 19

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Hale Puna
EIN
81-1573798
Phone
8086313455
Address
PO Box 565, Waimea, HI 96796

Signing Officer

Name
Anne Sueko Coyle
Title
MNG Director
Signed
2024-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert James Ballantine Jr
Formed
2016
Legal Domicile
Hi
Voting Board Members
6
Independent Board Members
0
Employees
0

Preparer

Firm
Bottomline Business Solutions
Address
4370 Kukui Grove St 112, Lihue, HI 96766
Preparer
Jeri L Arin EA B
Phone
8086003505
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Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$161,341
Liabilities
$2,056
Net assets
$159,285
Revenue
$211,756
Expenses
$230,786
Net income
-$19,030
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.54$0.00$1.54$1.97$2.00$0.03
2023Detailed filing. Detailed filing data is available for this year.$1.61$0.02$1.59$2.12$2.31$0.19
2022Detailed filing. Detailed filing data is available for this year.$1.80$0.02$1.78$1.65$1.35$0.30
2021Detailed filing. Detailed filing data is available for this year.$1.48$0.00$1.48$0.83$0.73$0.10
2020Detailed filing. Detailed filing data is available for this year.$1.40$1.06$0.33$0.82$0.63$0.19
2019Detailed filing. Detailed filing data is available for this year.$1.27$1.13$0.14$1.28$1.11$0.17
2018Detailed filing. Detailed filing data is available for this year.$0.97$1.00$0.03$0.47$0.69$0.22