Civic Intelligence

Hanalei Initiative

990 • Fiscal year 2019 • EIN 83-1572601

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 13, 2020

Organization Profilewww.hanaleiinitiative.org
PO Box 422Hanalei, HI 96714

(808) 635-2074

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

15th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

89th percentile

42%

Higher net margin than 89% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

60th percentile

$81,732

Higher top officer pay than 60% of similar nonprofits.

Top officer pay equals 4.0% of source-year revenue.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

99th percentile

696%

Faster asset growth than 99% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

99th percentile

1023%

Faster revenue growth than 99% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$1,044,218

Up $913,037 (+696%) from 2018

Net Assets

Up

$1,044,218

Up $913,037 (+696%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin89th percentile

Revenue

Up

$2,046,447

Up $1,864,267 (+1023%) from 2018

Expenses

Up

$1,188,246

Up $1,137,247 (+2230%) from 2018

Net Income

Up

$858,201

Up $727,020 (+554%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth99th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2018: $131,181Liabilities 2018: $0Net Assets 2018: $131,1812018Assets 2019: $1,044,218Liabilities 2019: $0Net Assets 2019: $1,044,2182019Assets 2020: $859,747Liabilities 2020: $0Net Assets 2020: $859,7472020Assets 2021: $2,058,017Liabilities 2021: $0Net Assets 2021: $2,058,0172021Assets 2022: $2,466,066Liabilities 2022: $0Net Assets 2022: $2,466,0662022Assets 2023: $2,348,263Liabilities 2023: $0Net Assets 2023: $2,348,2632023Assets 2024: $3,133,932Liabilities 2024: $143Net Assets 2024: $3,133,7892024

Highlighted filing

2019

Assets$1,044,218
Liabilities$0
Net Assets$1,044,218
Open 2019 Filing

Operations Trend

Revenue Growth99th percentile

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MRevenue 2018: $182,180Expenses 2018: $50,999Net Income 2018: $131,1812018Revenue 2019: $2,046,447Expenses 2019: $1,188,246Net Income 2019: $858,2012019Revenue 2020: $730,788Expenses 2020: $915,259Net Income 2020: -$184,4712020Revenue 2021: $2,981,213Expenses 2021: $1,911,902Net Income 2021: $1,069,3112021Revenue 2022: $6,249,366Expenses 2022: $5,841,317Net Income 2022: $408,0492022Revenue 2023: $6,582,969Expenses 2023: $6,707,311Net Income 2023: -$124,3422023Revenue 2024: $7,402,363Expenses 2024: $6,640,631Net Income 2024: $761,7322024

Highlighted filing

2019

Revenue$2,046,447
Expenses$1,188,246
Net Income$858,201
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 13, 2020
Return Version
2019v5.0
Gross Receipts
$2,046,447
Mission and Program Overview

Mission

Enhance the cultural, economic, and community development of the North Shore of Kauai. Seek solutions to support the capacity of community based and driven projects for the well-being of the community and its environment.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$131,181$1,044,218▲ $913,037
Cash and Non-Interest-Bearing Accounts$131,181$1,031,838▲ $900,657
Land, Buildings, and Equipment, Net-$12,380-
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-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$131,181$1,044,218▲ $913,037
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$131,181$1,044,218▲ $913,037
Total Liabilities and Net Assets / Fund Balance$131,181$1,044,218▲ $913,037

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$12,380$209$12,589
Compensation and Service Providers
Top Officer Pay60th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Joel GuyExecutive DirectorFT$81,732$81,732

Board Members and Trustees

NameTitle
Amy FrazierPresident
Nanea MarstonDirector
Warren DoiDirector
Hermina MoritaSecretary
Sheldon KimberTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Polynesian Adventure ToursTransportation2880 Kilihau St, Honolulu, HI 96819$769,153
Revenue and Support

Revenue Composition

Contributions and Grants
$1,341,233
Program Service Revenue
$704,923
Investment Income
$291
Other Revenue
$0
All Other Contributions
$105,250
Change in Net Assets
$858,201
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$962,426
Salaries, Compensation, and Employee Benefits$220,820
Grants and Similar Amounts Paid$5,000
Total Fundraising Expense$1,261
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$88,398$25,460-$113,858
Current Officers, Directors, Trustees, and Key Employees$60,917$20,815-$81,732
All Other Expenses$51,514$4,599$1,261$57,374
Other Expenses$21,000$33-$21,000
Payroll Taxes$14,111$4,119-$18,230
Fees for Services Other$10,994$530-$11,524
Other Employee Benefits$6,977$23-$7,000
Insurance$881$5,555-$6,436
Grants to Domestic Orgs$5,000--$5,000
Occupancy-$3,364-$3,364
Office Expenses$374$1,485-$1,859
Travel-$332-$332
Advertising-$304-$304
Depreciation Depletion$209--$209
Total Functional Expenses$1,113,165$73,820$1,261$1,188,246
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
Yes
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
Yes
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, Line 6: Explanation of Classes of Members or Shareholder

“Individuals are encouraged to join this community organization.”

Form 990, Part VI, Line 11B: Form 990 Review Process

“Directors are sent a copy via email”

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“The board members' approvals are required.”

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

“The board members' approvals are required.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
The Hanalei Initiative Inc
EIN
83-1572601
Phone
8086352074
Address
PO BOX 422, Hanalei, HI 96714

Signing Officer

Name
Joel Guy
Title
Executive Director
Signed
2020-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Joel Guy
Formed
2018
Legal Domicile
Hi
Voting Board Members
5
Independent Board Members
5
Employees
12
Volunteers
3

Preparer

Firm
Koida Tax & Accounting
Address
1003 Bishop Street Pauahi Tower Sui, Honolulu, HI 96813
Preparer
Hiroyuki Koida
Phone
8087848574
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 2: New Services

“North Shore Shuttle Program: Provide a shuttle system that can serve Kauai's North Shore from Kilauea to Ke'e.”

Raw XML AppendixShowing 400 of 416 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsReceivableGrp/EOYAmt00
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0Enhance the cultural, economic, and community development of the North Shore of Kauai. Seek solutions to support the capacity of community based and driven projects for the well-being of the community and its environment.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt0304
IRS990/AdvertisingGrp/TotalAmt0304
IRS990/AllOtherContributionsAmt0105250
IRS990/AllOtherExpensesGrp/FundraisingAmt01261
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt04599
IRS990/AllOtherExpensesGrp/ProgramServicesAmt051514
IRS990/AllOtherExpensesGrp/TotalAmt057374
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0Joel Guy
IRS990/BooksInCareOfDetail/PhoneNum08086352074
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt05-5161 Kuhio Highway Suite e-205
IRS990/BooksInCareOfDetail/USAddress/CityNm0Hanalei
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0HI
IRS990/BooksInCareOfDetail/USAddress/ZIPCd096714
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0131181
IRS990/CashNonInterestBearingGrp/EOYAmt01031838
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt01
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt020815
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt060917
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt081732
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContractorCompensationGrp/CompensationAmt0769153
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt02880 Kilihau St
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0Honolulu
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0HI
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd096819
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0Polynesian Adventure Tours
IRS990/ContractorCompensationGrp/ServicesDesc0Transportation
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt01341233
IRS990/CYGrantsAndSimilarPaidAmt05000
IRS990/CYInvestmentIncomeAmt0291
IRS990/CYOtherExpensesAmt0962426
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0704923
IRS990/CYRevenuesLessExpensesAmt0858201
IRS990/CYSalariesCompEmpBnftPaidAmt0220820
IRS990/CYTotalExpensesAmt01188246
IRS990/CYTotalFundraisingExpenseAmt01261
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt02046447
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0209
IRS990/DepreciationDepletionGrp/TotalAmt0209
IRS990/Desc0North Shore Shuttle Program: Provide a shuttle system that can serve Kauai's North Shore from Kilauea to Ke'e.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0true
IRS990/EmployeeCnt012
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt01071043
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt00
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt0530
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt010994
IRS990/FeesForServicesOtherGrp/TotalAmt011524
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/PersonNm0Joel Guy
IRS990/Form990PartVIISectionAGrp/PersonNm1Nanea Marston
IRS990/Form990PartVIISectionAGrp/PersonNm2Warren Doi
IRS990/Form990PartVIISectionAGrp/PersonNm3Sheldon Kimber
IRS990/Form990PartVIISectionAGrp/PersonNm4Amy Frazier
IRS990/Form990PartVIISectionAGrp/PersonNm5Hermina Morita
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt081732
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/TitleTxt0Executive Dir.
IRS990/Form990PartVIISectionAGrp/TitleTxt1Director
IRS990/Form990PartVIISectionAGrp/TitleTxt2Director
IRS990/Form990PartVIISectionAGrp/TitleTxt3Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt4President
IRS990/Form990PartVIISectionAGrp/TitleTxt5Secretary
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02018
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GovernmentGrantsAmt01235983
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt05000
IRS990/GrantsToDomesticOrgsGrp/TotalAmt05000
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt02046447
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt05
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt05555
IRS990/InsuranceGrp/ProgramServicesAmt0881
IRS990/InsuranceGrp/TotalAmt06436
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt0291
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0291
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/IRPDocumentCnt07
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0209
IRS990/LandBldgEquipBasisNetGrp/EOYAmt012380
IRS990/LandBldgEquipCostOrOtherBssAmt012589
IRS990/LegalDomicileStateCd0HI
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0Enhance the cultural, economic, and community development of the North Shore of Kauai. Seek solutions to support the capacity of community based and driven projects for the well-being of the community and its environment.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0131181
IRS990/NetAssetsOrFundBalancesEOYAmt01044218
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt03364
IRS990/OccupancyGrp/TotalAmt03364
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01485
IRS990/OfficeExpensesGrp/ProgramServicesAmt0374
IRS990/OfficeExpensesGrp/TotalAmt01859
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt023
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt06977
IRS990/OtherEmployeeBenefitsGrp/TotalAmt07000
IRS990/OtherExpensesGrp/Desc0Shuttle Stop Contractor
IRS990/OtherExpensesGrp/Desc1Contractor
IRS990/OtherExpensesGrp/Desc2Merchant Fees
IRS990/OtherExpensesGrp/Desc3Shuttle Stop Lease
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt07201
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt133
IRS990/OtherExpensesGrp/ProgramServicesAmt0769153
IRS990/OtherExpensesGrp/ProgramServicesAmt158467
IRS990/OtherExpensesGrp/ProgramServicesAmt225170
IRS990/OtherExpensesGrp/ProgramServicesAmt321000
IRS990/OtherExpensesGrp/TotalAmt0769153
IRS990/OtherExpensesGrp/TotalAmt165668
IRS990/OtherExpensesGrp/TotalAmt225203
IRS990/OtherExpensesGrp/TotalAmt321000
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt025460
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt088398
IRS990/OtherSalariesAndWagesGrp/TotalAmt0113858
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt04119
IRS990/PayrollTaxesGrp/ProgramServicesAmt014111
IRS990/PayrollTaxesGrp/TotalAmt018230
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0Joel Guy
IRS990/PriorPeriodAdjustmentsAmt054836
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0North Shore Shuttle
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0704923
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0704923
IRS990/ProgSrvcAccomActy2Grp/Desc0Holiday Shuttle: On the north shore of Kauai we see a huge influx of visitors over the holiday. The Holliday shuttle is used to reduce traffic and transport people from the resort area into town as well as residents around.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt027522
IRS990/ProgSrvcAccomActy3Grp/Desc0Community Projects: Park maintenance project is to improve and maintain parking lots. Also, the Hanalei Initiative assist its community to improve its environment.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt014600
IRS990/ProgSrvcAccomActy3Grp/GrantAmt05000
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0182180
IRS990/PYExcessBenefitTransInd0false
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt015584
IRS990/PYRevenuesLessExpensesAmt0131181
IRS990/PYSalariesCompEmpBnftPaidAmt035415
IRS990/PYTotalExpensesAmt050999
IRS990/PYTotalRevenueAmt0182180
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0858201
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0704923
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0131181
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt01044218
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01341223
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0182180
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01523403
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0291
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0291
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0704923
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0704923
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0291
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0291
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt02228326
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt02046146
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0182180
IRS990ScheduleA/Total509Grp/TotalAmt02228326
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt02046437
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0182180
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt02228617
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt012380
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0209
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt012589
IRS990ScheduleD/TotalBookValueLandBuildingsAmt012380
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0North Shore Shuttle Program: Provide a shuttle system that can serve Kauai's North Shore from Kilauea to Ke'e.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Individuals are encouraged to join this community organization.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Directors are sent a copy via email
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The board members' approvals are required.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The board members' approvals are required.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part III, Line 2: New Services
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0true
IRS990/StatesWhereCopyOfReturnIsFldCd0HI
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0131181
IRS990/TotalAssetsEOYAmt01044218
IRS990/TotalAssetsGrp/BOYAmt0131181
IRS990/TotalAssetsGrp/EOYAmt01044218
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt01341233
IRS990/TotalEmployeeCnt012
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt01261
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt073820
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01113165
IRS990/TotalFunctionalExpensesGrp/TotalAmt01188246
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0131181
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01044218
IRS990/TotalProgramServiceExpensesAmt01113165
IRS990/TotalProgramServiceRevenueAmt0704923
IRS990/TotalReportableCompFromOrgAmt081732
IRS990/TotalRevenueGrp/ExclusionAmt0291
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0704923
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02046447
IRS990/TotalVolunteersCnt03
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0131181
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01044218
IRS990/TravelGrp/ManagementAndGeneralAmt0332
IRS990/TravelGrp/TotalAmt0332
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 422
IRS990/USAddress/CityNm0Hanalei
IRS990/USAddress/StateAbbreviationCd0HI
IRS990/USAddress/ZIPCd096714
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0https://www.hanaleiinitiative.org
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Joel Guy
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Hanalei Initiative Inc
ReturnHeader/Filer/BusinessNameControlTxt0HANA
ReturnHeader/Filer/EIN0831572601
ReturnHeader/Filer/PhoneNum08086352074
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 422

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,044,218
Liabilities
$0
Net assets
$1,044,218
Revenue
$2,046,447
Expenses
$1,188,246
Net income
$858,201
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.13$0.00$3.13$7.40$6.64$0.76
2023Detailed filing. Detailed filing data is available for this year.$2.35$0.00$2.35$6.58$6.71$0.12
2022Detailed filing. Detailed filing data is available for this year.$2.47$0.00$2.47$6.25$5.84$0.41
2021Detailed filing. Detailed filing data is available for this year.$2.06$0.00$2.06$2.98$1.91$1.07
2020Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$0.73$0.92$0.18
2019Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$2.05$1.19$0.86
2018Detailed filing. Detailed filing data is available for this year.$0.13$0.00$0.13$0.18$0.05$0.13