Liabilities / Assets
96th percentile
Higher debt load relative to assets than 96% of similar nonprofits.
Ohana Institute Foundation
EIN 82-2232031 • 501(c)3 • Inlet Beach, FL
Profile
The Ohana Institute Foundation (OIF) was formed in order to meet and exceed the financial needs that student tuition cannot cover. The OIF believes in the mission and vision of Ohana and as such, is motivated to commit their time and resources to funding Ohana in its educational and growth pursuits. These efforts include funding new student programs, travel experiences, scholarships and specialty personnel costs. Additionally, the OIF intends to provide funding support for a new facility with the build-out of a state-of-the-art learning environment.
Siviq Scores
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
1.97x
Liabilities / Revenue
84th percentile
Higher debt load relative to revenue than 84% of similar nonprofits.
Net Margin
63rd percentile
Higher net margin than 63% of similar nonprofits.
Top Officer Pay
81st percentile
Higher top officer pay than 81% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
10th percentile
Faster asset growth than 10% of similar nonprofits.
Revenue Growth
25th percentile
Faster revenue growth than 25% of similar nonprofits.
Balance Sheet
Assets
Down$7,008
Down $1,441,437 (-100%) from 2023
Liabilities
Down$13,808
Down $1,452,964 (-99%) from 2023
Net Assets
Up-$6,800
Up $11,527 (+63%) from 2023
Revenue
Down$117,735
Down $62,913 (-35%) from 2023
Expenses
Down$106,208
Down $99,481 (-48%) from 2023
Net Income
Up$11,527
Up $36,568 (+146%) from 2023
Trend Graphs
Filings
Most recent year
2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $7,008
- Liabilities
- $13,808
- Net assets
- -$6,800
- Revenue
- $117,735
- Expenses
- $106,208
- Net income
- $11,527
Latest Filing Detail
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2024 to Dec 31, 2024
- Signed
- Nov 11, 2025
- Return Version
- 2024v5.2
- Gross Receipts
- $117,735
Mission and Program Overview
Mission
The ohana institute foundation (oif) has formed in order to meet and exceed the financial needs that student tuition cannot cover. The oif believes in the mission and vision of ohana and as such, is motivated to commit their time and resource to funding ohana in its educational and growth pursuits. These efforts include funding new student programs, travel experiences, scholarships, and speciality personnel costs. Additionally, the oif intends to provide funding support for a new facility with the build-out of a state-of-the-art learning environment. The oif intend to support these financial needs throu
The Ohana Institute Foundation (OIF) was formed in order to meet and exceed the financial needs that student tuition cannot cover. The OIF believes in the mission and vision of Ohana and as such, is motivated to commit their time and resources to funding Ohana in its educational and growth pursuits. These efforts include funding new student programs, travel experiences, scholarships and specialty personnel costs. Additionally, the OIF intends to provide funding support for a new facility with the build-out of a state-of-the-art learning environment.
Program Services
| Description | Grants | Expenses |
|---|---|---|
| The organization provides financial support to the Ohana Institute, including, without limitation, funding new student programs, travel experiences, scholarships and specialty personnel costs. Additionally, the OIF intends to provide funding support for a new facility with the build a new state-of-the-art learning facility to be located near the facilities of the Institute. | - | $19,330 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Elizabeth L Burgtorf | Director | - | $0 | - | - |
| Jane Solomon | Director | - | $0 | - | - |
| Julie Martin | Director | - | $0 | - | - |
| Jeff Martin | Director | - | $0 | - | - |
| Cyndi Wilkenson | Director | - | $0 | - | - |
| Elizabeth L Burgtorf | Director | PT | $0 | - | - |
| Jane Solomon | Trustee | PT | $0 | - | - |
| Julie Martin | Trustee | PT | $0 | - | - |
| Jeff Martin | Trustee | PT | $0 | - | - |
| Cyndi Wilkenson | Trustee | PT | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- Ohana Institute Foundation
- EIN
- 82-2232031
- Phone
- 8502311140
- Address
- 12805 US 98 E, Inlet Beach, FL 32461
Signing Officer
- Name
- Elizabeth L Burgtorf
- Title
- Director
- Signed
- 2025-11-11
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Strickland & Company PC
- Address
- 4653 Olde Towne Pkwy, Marietta, GA 30068
- Preparer
- Kendyl C Strickland
- Phone
- 7709776892
Supplemental Narrative
Additional Explanations
Other Expenses.1002
“Office Expenses $36”
Other Expenses.1007
“Conferences, Conventions, and Meetings $85892”
Other Expenses.1008
“Interest $2982”
Other Expenses.1
“Taxes and Fees $986”
Other Expenses.2
“Merchant Fees $282”
Other Expenses.3
“Bank Fees $9”
Other Assets.1002
“Furniture and Fixtures - Beginning $23268 Furniture and Fixtures - Ending $0”
Other Assets.1009
“Notes and Loans Receivable - Beginning $28706 Notes and Loans Receivable - Ending $0”
Total Liabilities.1001
“Accounts Payable and Accrued Expenses - Beginning $16773 Accounts Payable and Accrued Expenses - Ending $13808”
Total Liabilities.1007
“Secured Mortgages and Notes Payable - Beginning $1449999 Secured Mortgages and Notes Payable - Ending $0”
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| IRS990EZ/PrimaryExemptPurposeTxt | 0 | The Ohana Institute Foundation (OIF) was formed in order to meet and exceed the financial needs that student tuition cannot cover. The OIF believes in the mission and vision of Ohana and as such, is motivated to commit their time and resources to funding Ohana in its educational and growth pursuits. These efforts include funding new student programs, travel experiences, scholarships and specialty personnel costs. Additionally, the OIF intends to provide funding support for a new facility with the build-out of a state-of-the-art learning environment. |
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| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | Office Expenses $36 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | Conferences, Conventions, and Meetings $85892 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | Interest $2982 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | Taxes and Fees $986 |
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| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | Bank Fees $9 |
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| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 7 | Notes and Loans Receivable - Beginning $28706 Notes and Loans Receivable - Ending $0 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 8 | Accounts Payable and Accrued Expenses - Beginning $16773 Accounts Payable and Accrued Expenses - Ending $13808 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 9 | Secured Mortgages and Notes Payable - Beginning $1449999 Secured Mortgages and Notes Payable - Ending $0 |
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| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 8 | Total Liabilities.1001 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 9 | Total Liabilities.1007 |
| ReturnHeader/BuildTS | 0 | 2025-03-06 01:10:19Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | Elizabeth L Burgtorf |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | Director |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2025-11-11 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | Ohana Institute Foundation |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | OHAN |
| ReturnHeader/Filer/EIN | 0 | 822232031 |
| ReturnHeader/Filer/PhoneNum | 0 | 8502311140 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 12805 US 98 E |
| ReturnHeader/Filer/USAddress/CityNm | 0 | Inlet Beach |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | FL |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 32461 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | true |
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| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | Strickland & Company PC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 4653 Olde Towne Pkwy |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | Marietta |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | GA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 30068 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 7709776892 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | Kendyl C Strickland |
| ReturnHeader/ReturnTs | 0 | 2025-11-11T08:21:41-08:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2024-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2024-12-31 |
| ReturnHeader/TaxYr | 0 | 2024 |
Document Assets
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