Liabilities / Assets
55th percentile
Tied with the lowest-debt nonprofits in its peer group.
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
55th percentile
Tied with the lowest-debt nonprofits in its peer group.
Liabilities / Revenue
55th percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
3rd percentile
Higher net margin than 3% of similar nonprofits.
Top Officer Pay
76th percentile
Higher top officer pay than 76% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
33rd percentile
Faster asset growth than 33% of similar nonprofits.
Revenue Growth
93rd percentile
Faster revenue growth than 93% of similar nonprofits.
Assets
Down$313,611
Down $16,052 (-4.9%) from 2019
Net Assets
Down$313,611
Down $16,052 (-4.9%) from 2019
Liabilities
Flat$0
Flat from 2019
Revenue
Up$3,533
Up $1,749 (+98%) from 2019
Expenses
Up$19,585
Up $2,102 (+12%) from 2019
Net Income
Down-$16,052
Down $353 (-2.2%) from 2019
To Grant Scholarship Funds
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Rtn Earn Endowment Incm Other Fnds | $329,663 | $313,611 | ▼ $16,052 |
| Investments in Publicly Traded Securities | $323,343 | $285,521 | ▼ $37,822 |
| Savings and Temporary Cash Investments | $4,117 | $27,010 | ▲ $22,893 |
| Cash and Non-Interest-Bearing Accounts | $2,203 | $1,080 | ▼ $1,123 |
| Total Assets | $329,663 | $313,611 | ▼ $16,052 |
| Liabilities | |||
| Total Liabilities | $0 | $0 | → $0 |
| Net Assets / Fund Balance | |||
| Total Net Assets Fund Balance | $329,663 | $313,611 | ▼ $16,052 |
| Total Liabilities and Net Assets / Fund Balance | $329,663 | $313,611 | ▼ $16,052 |
| Period | Beginning | Contrib. | Gain/Loss | Other Uses | End |
|---|---|---|---|---|---|
| 2019 | $329,663 | $2,152 | ▲ $1,381 | - | $313,611 |
| 2018 | $345,362 | $2,149 | ▼ $365 | - | $329,663 |
| 2017 | $295,145 | $22,079 | ▲ $42,370 | - | $345,362 |
| 2016 | $286,373 | $9,330 | ▲ $14,096 | - | $295,145 |
| 2015 | $268,873 | $5,379 | ▲ $25,746 | - | $286,373 |
| Name | Title |
|---|---|
| Katherine Braden | President/Director/Trustee |
| Michael Indie | Vice President/Director/Trustee |
| Dudley Foster | Director/Trustee |
| Ersel Kilburn | Director/Trustee |
| Murry Visser | Director/Trustee |
| Roberta Cestare | Secretary/Director/Trustee |
| Steven Comes | Treasurer/Director/Trustee |
| Line Item | Amount |
|---|---|
| Grants and Similar Amounts Paid | $15,000 |
| Other Expenses | $4,585 |
| Professional Fundraising Fees | $0 |
| Salaries, Compensation, and Employee Benefits | $0 |
| Total Fundraising Expense | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Grants to Domestic Orgs | $15,000 | - | - | $15,000 |
| Fees for Service Investment Mgmnt Fees | $0 | $3,290 | $0 | $3,290 |
| Fees for Services Accounting | $0 | $981 | $0 | $981 |
| Advertising | $0 | $314 | $0 | $314 |
| Total Functional Expenses | $15,000 | $4,585 | $0 | $19,585 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
“ARTICLES OF INCORPORATION - Article VIII "The corporation shall have no members"”
“The current sitting President of the Rotary Club of Windward Oahu appoints each member (of the governing body)/trustee/director for a three year term”
“A copy of this Return was emailed, reviewed and approved individually by members of the Board of Directors. Due to the restrictions in place by the State of Hawaii because of the COVID-19 pandemic the Board Meeting was held via Zoom.”
“Minutes are taken at each Board meeting, held approximately four times each year, then reviewed and approved at the subsequent meeting.”
“During the period of November 1, 2019 to February 15, 2020 the Scholarship Chair spent approximately 20 hours working with the local high school guidance counselors and answering student questions. On Saturday, February 15, 2020 the scholarship selection commitee, consisting of Mrs. Katherine Braden, Mrs. Roberta Cestare and Dudley Foster interviewed seven applicants from 8:00am to 11:30 am. Selecting the winners took approximately another hour. The Windward Rotary Education Foundation (WREF) awarded two scholarships this year. The WREF scholarship of $4,000 per year for four years for a total of $16,000 was awarded to Alexander Nastaste and the Ross Mikey award of $1,000 went to Makena Bruhn. The applications of the awardees will be retained together with the WREF awardees transcripts for the four year academic period of the student. The records are retained by the Scholarship Chair .”
“The decisions of the trustee/directors aka Board of Directors are governed by the Articles of Incorporation and the Bylaws adopted May 24, 1993.”
“This organization will make its Form 1023, Application for Recognition of exemption Under Section 501(c)(3) of the Internal Revenue Code, available for public inspection "upon request".”
“This organization will make its governing documents, conflict of interest policy and financial statements available to the public if and when such request is made. There have been no requests.”
“The intended use of the organization's endowment fund”
“is to provide scholarships to resident students graduating from High Schools in the Windward Oahu Rotary District.”
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/AccountantCompileOrReviewInd | 0 | false |
| IRS990/ActivitiesConductedPrtshpInd | 0 | false |
| IRS990/ActivityOrMissionDesc | 0 | To Grant Scholarship Funds |
| IRS990/AdvertisingGrp/FundraisingAmt | 0 | 0 |
| IRS990/AdvertisingGrp/ManagementAndGeneralAmt | 0 | 314 |
| IRS990/AdvertisingGrp/ProgramServicesAmt | 0 | 0 |
| IRS990/AdvertisingGrp/TotalAmt | 0 | 314 |
| IRS990/AllOtherContributionsAmt | 0 | 843 |
| IRS990/AnnualDisclosureCoveredPrsnInd | 0 | false |
| IRS990/BackupWthldComplianceInd | 0 | true |
| IRS990/BooksInCareOfDetail/PersonNm | 0 | Comes |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 8087823200 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | Post Office Box 122 |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | Kailua |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | HI |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 96734 |
| IRS990/BusinessRlnWith35CtrlEntInd | 0 | false |
| IRS990/BusinessRlnWithFamMemInd | 0 | false |
| IRS990/BusinessRlnWithOrgMemInd | 0 | false |
| IRS990/CashNonInterestBearingGrp/BOYAmt | 0 | 2203 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 1080 |
| IRS990/ChangeToOrgDocumentsInd | 0 | false |
| IRS990/CollectionsOfArtInd | 0 | false |
| IRS990/CompensationFromOtherSrcsInd | 0 | false |
| IRS990/CompensationProcessCEOInd | 0 | false |
| IRS990/CompensationProcessOtherInd | 0 | false |
| IRS990/ConflictOfInterestPolicyInd | 0 | true |
| IRS990/ConservationEasementsInd | 0 | false |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | false |
| IRS990/ContriRptFundraisingEventAmt | 0 | 1309 |
| IRS990/CreditCounselingInd | 0 | false |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/CYContributionsGrantsAmt | 0 | 2152 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 15000 |
| IRS990/CYInvestmentIncomeAmt | 0 | 1381 |
| IRS990/CYOtherExpensesAmt | 0 | 4585 |
| IRS990/CYOtherRevenueAmt | 0 | 0 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 0 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | -16052 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 0 |
| IRS990/CYTotalExpensesAmt | 0 | 19585 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 3533 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | false |
| IRS990/DeductibleArtContributionInd | 0 | false |
| IRS990/DeductibleNonCashContriInd | 0 | false |
| IRS990/DelegationOfMgmtDutiesInd | 0 | false |
| IRS990/Desc | 0 | Four students were awarded scholarships during fiscal year 2019/2020 attending Chapman University, Lafayette College, and University of Hawaii-West Oahu. |
| IRS990/DescribedInSection501c3Ind | 0 | true |
| IRS990/DisregardedEntityInd | 0 | false |
| IRS990/DocumentRetentionPolicyInd | 0 | false |
| IRS990/DonorAdvisedFundInd | 0 | false |
| IRS990/DonorRstrOrQuasiEndowmentsInd | 0 | true |
| IRS990/ElectionOfBoardMembersInd | 0 | true |
| IRS990/EmployeeCnt | 0 | 0 |
| IRS990/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990/ExpenseAmt | 0 | 15000 |
| IRS990/FamilyOrBusinessRlnInd | 0 | false |
| IRS990/FederalGrantAuditRequiredInd | 0 | false |
| IRS990/FeesForServicesAccountingGrp/FundraisingAmt | 0 | 0 |
| IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt | 0 | 981 |
| IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt | 0 | 0 |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 981 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/FundraisingAmt | 0 | 0 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt | 0 | 3290 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/ProgramServicesAmt | 0 | 0 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt | 0 | 3290 |
| IRS990/ForeignActivitiesInd | 0 | false |
| IRS990/ForeignFinancialAccountInd | 0 | false |
| IRS990/ForeignOfficeInd | 0 | false |
| IRS990/Form8282PropertyDisposedOfInd | 0 | false |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 2 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 3 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 4 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 5 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 6 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 5 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 6 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | Katherine Braden |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | Michael Indie |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | Steven Comes |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | Ersel Kilburn |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | Roberta Cestare |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 5 | Dudley Foster |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 6 | Murry Visser |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | President/Director/Trustee |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | Vice President/Director/Trustee |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | Treasurer/Director/Trustee |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | Director/Trustee |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | Secretary/Director/Trustee |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 5 | Director/Trustee |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 6 | Director/Trustee |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | true |
| IRS990/FormationYr | 0 | 1993 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | false |
| IRS990/FSAuditedInd | 0 | false |
| IRS990/FundraisingActivitiesInd | 0 | false |
| IRS990/FundraisingAmt | 0 | 1309 |
| IRS990/GainOrLossGrp/SecuritiesAmt | 0 | -7367 |
| IRS990/GamingActivitiesInd | 0 | false |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 7 |
| IRS990/GrantAmt | 0 | 15000 |
| IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt | 0 | 15000 |
| IRS990/GrantsToDomesticOrgsGrp/TotalAmt | 0 | 15000 |
| IRS990/GrantsToIndividualsInd | 0 | true |
| IRS990/GrantsToOrganizationsInd | 0 | false |
| IRS990/GrantToRelatedPersonInd | 0 | false |
| IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt | 0 | 228448 |
| IRS990/GrossReceiptsAmt | 0 | 239348 |
| IRS990/GroupReturnForAffiliatesInd | 0 | false |
| IRS990/IncludeFIN48FootnoteInd | 0 | false |
| IRS990/IndependentAuditFinclStmtInd | 0 | false |
| IRS990/IndependentVotingMemberCnt | 0 | 7 |
| IRS990/IndoorTanningServicesInd | 0 | false |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 0 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 8748 |
| IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt | 0 | 0 |
| IRS990/InvestmentInJointVentureInd | 0 | false |
| IRS990/InvestmentsPubTradedSecGrp/BOYAmt | 0 | 323343 |
| IRS990/InvestmentsPubTradedSecGrp/EOYAmt | 0 | 285521 |
| IRS990/IRPDocumentCnt | 0 | 0 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LegalDomicileStateCd | 0 | HI |
| IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt | 0 | 235815 |
| IRS990/LoanOutstandingInd | 0 | false |
| IRS990/LobbyingActivitiesInd | 0 | false |
| IRS990/LocalChaptersInd | 0 | false |
| IRS990/MaterialDiversionOrMisuseInd | 0 | false |
| IRS990/MembersOrStockholdersInd | 0 | false |
| IRS990/MethodOfAccountingCashInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | true |
| IRS990/MinutesOfGoverningBodyInd | 0 | true |
| IRS990/MissionDesc | 0 | To Grant Scholarship Funds |
| IRS990/MoreThan5000KToIndividualsInd | 0 | false |
| IRS990/MoreThan5000KToOrgInd | 0 | false |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 329663 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 313611 |
| IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt | 0 | 0 |
| IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt | 0 | -7367 |
| IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt | 0 | -7367 |
| IRS990/NetGainOrLossInvestmentsGrp/UnrelatedBusinessRevenueAmt | 0 | 0 |
| IRS990/NetUnrelatedBusTxblIncmAmt | 0 | 0 |
| IRS990/NoListedPersonsCompensatedInd | 0 | X |
| IRS990/NondeductibleContributionsInd | 0 | false |
| IRS990/OfficerMailingAddressInd | 0 | false |
| IRS990/OperateHospitalInd | 0 | false |
| IRS990/Organization501c3Ind | 0 | X |
| IRS990/OrgDoesNotFollowFASB117Ind | 0 | X |
| IRS990/PartialLiquidationInd | 0 | false |
| IRS990/PayPremiumsPrsnlBnftCntrctInd | 0 | false |
| IRS990/PoliticalCampaignActyInd | 0 | false |
| IRS990/PrincipalOfficerNm | 0 | Steven Comes |
| IRS990/ProfessionalFundraisingInd | 0 | false |
| IRS990/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990/PYContributionsGrantsAmt | 0 | 2149 |
| IRS990/PYExcessBenefitTransInd | 0 | false |
| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 14000 |
| IRS990/PYInvestmentIncomeAmt | 0 | -365 |
| IRS990/PYOtherExpensesAmt | 0 | 3483 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | -15699 |
| IRS990/PYTotalExpensesAmt | 0 | 17483 |
| IRS990/PYTotalRevenueAmt | 0 | 1784 |
| IRS990/QuidProQuoContributionsInd | 0 | false |
| IRS990/RcvFndsToPayPrsnlBnftCntrctInd | 0 | false |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | -16052 |
| IRS990/RegularMonitoringEnfrcInd | 0 | false |
| IRS990/RelatedEntityInd | 0 | true |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990/ReportInvestmentsOtherSecInd | 0 | false |
| IRS990/ReportLandBuildingEquipmentInd | 0 | false |
| IRS990/ReportOtherAssetsInd | 0 | false |
| IRS990/ReportOtherLiabilitiesInd | 0 | false |
| IRS990/ReportProgramRelatedInvstInd | 0 | false |
| IRS990/RevenueAmt | 0 | 0 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt | 0 | 329663 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt | 0 | 313611 |
| IRS990/SavingsAndTempCashInvstGrp/BOYAmt | 0 | 4117 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 27010 |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt | 0 | Windward Rotary Education Foundation "SUPPORT" |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt | 1 | WREF receives a substantial part of its' support |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt | 2 | from publicly supported organizations and the |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt | 3 | general public for 2019 24.46% and for 2018 23.1% |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt | 4 | Public support remains steady, averaging $4,218 |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt | 5 | annually over the just completed five year period. |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt | 6 | WREF received a $20,000 gift during 2017/2018 |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt | 7 | upon the passing of long time MEMBER of the |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt | 8 | Windward Rotary Club. This gift was not part of |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt | 9 | the public support percent calculation as it |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt | 10 | exceeded $5,000 and is defined as an "Unusual and |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt | 11 | Unexpected" grant. Fundraising, gifts and grants |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt | 12 | are reported on Form 990, page 9, Part VIII Statement |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt | 13 | of Revenue. Fundraising sources were the Foodland |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt | 14 | Annual Community Matching Gift Program. Gifts were |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt | 15 | received from donars including Friends of Rotary |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt | 16 | and Rotary, a global network of 1.2 million members. |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc | 0 | Pt II Ln 17a |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc | 1 | Pt II Ln 17a |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc | 2 | Pt II Ln 17a |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc | 3 | Pt II Ln 17a |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc | 4 | Pt II Ln 17a |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc | 5 | Pt II Ln 17a |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc | 6 | Pt II Ln 17a |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc | 7 | Pt II Ln 17a |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc | 8 | Pt II Ln 17a |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc | 9 | Pt II Ln 17a |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc | 10 | Pt II Ln 17a |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc | 11 | Pt II Ln 17a |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc | 12 | Pt II Ln 17a |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc | 13 | Pt II Ln 17a |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc | 14 | Pt II Ln 17a |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc | 15 | Pt II Ln 17a |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc | 16 | Pt II Ln 17a |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt | 0 | 2152 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt | 0 | 2149 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 2078 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 9330 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 5379 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt | 0 | 21088 |
| IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt | 0 | 8748 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt | 0 | 8271 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 8822 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 14096 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 25198 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt | 0 | 65135 |
| IRS990ScheduleA/InvestmentIncomeCYPct | 0 | 0 |
| IRS990ScheduleA/OtherIncome170Grp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/OtherSupportSumAmt | 0 | 0 |
| IRS990ScheduleA/PublicOrganization170Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY170Pct | 0 | 0.24460 |
| IRS990ScheduleA/PublicSupportCY509Pct | 0 | 0 |
| IRS990ScheduleA/PublicSupportPY170Pct | 0 | 0.23100 |
| IRS990ScheduleA/PublicSupportTotal170Amt | 0 | 21088 |
| IRS990ScheduleA/PublicSupportTotal509Amt | 0 | 0 |
| IRS990ScheduleA/SubstantialContributorsTotAmt | 0 | 0 |
| IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/TenPctFactsCrcmstncsTestCYInd | 0 | X |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt | 0 | 2152 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt | 0 | 2149 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 2078 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 9330 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 5379 |
| IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt | 0 | 21088 |
| IRS990ScheduleA/TotalSupportAmt | 0 | 86223 |
| IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt | 0 | 0 |
| IRS990/ScheduleBRequiredInd | 0 | false |
| IRS990ScheduleD/BoardDesignatedBalanceEOYPct | 0 | 0.00400 |
| IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt | 0 | 4585 |
| IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 329663 |
| IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt | 0 | 2152 |
| IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt | 0 | 313611 |
| IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt | 0 | 15000 |
| IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | 1381 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt | 0 | 3483 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 345362 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt | 0 | 2149 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt | 0 | 329663 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt | 0 | 14000 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | -365 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt | 0 | 1232 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 295145 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt | 0 | 22079 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt | 0 | 345362 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt | 0 | 13000 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | 42370 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt | 0 | 2654 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 286373 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt | 0 | 9330 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt | 0 | 295145 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt | 0 | 12000 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | 14096 |
| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt | 0 | 3825 |
| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 268873 |
| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt | 0 | 5379 |
| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt | 0 | 286373 |
| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt | 0 | 9800 |
| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | 25746 |
| IRS990ScheduleD/EndowmentsHeldRelatedOrgInd | 0 | false |
| IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd | 0 | true |
| IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct | 0 | 0.08600 |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 0 | The intended use of the organization's endowment fund |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 1 | is to provide scholarships to resident students graduating from High Schools in the Windward Oahu Rotary District. |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Pt V, Line 4 |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Pt V, Line 4 |
| IRS990ScheduleD/TermEndowmentBalanceEOYPct | 0 | 0.91000 |
| IRS990ScheduleI/GrantRecordsMaintainedInd | 0 | true |
| IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt | 0 | 15000 |
| IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt | 0 | College Scholarships |
| IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt | 0 | 4 |
| IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt | 0 | The Chairman of the Scholarship Committee receives a report from each school attended by the scholarship recipient, attesting to their academic standing each semester. Chairman then instructs the WREF Treasurer in writing to release the funds, directed to the "Office of Financial Aid" with notation "for the benefit of" followed by the student's name. |
| IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Pt I Line 2 |
| IRS990/ScheduleJRequiredInd | 0 | false |
| IRS990/ScheduleORequiredInd | 0 | true |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | ARTICLES OF INCORPORATION - Article VIII "The corporation shall have no members" |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | The current sitting President of the Rotary Club of Windward Oahu appoints each member (of the governing body)/trustee/director for a three year term |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | A copy of this Return was emailed, reviewed and approved individually by members of the Board of Directors. Due to the restrictions in place by the State of Hawaii because of the COVID-19 pandemic the Board Meeting was held via Zoom. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | Minutes are taken at each Board meeting, held approximately four times each year, then reviewed and approved at the subsequent meeting. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | During the period of November 1, 2019 to February 15, 2020 the Scholarship Chair spent approximately 20 hours working with the local high school guidance counselors and answering student questions. On Saturday, February 15, 2020 the scholarship selection commitee, consisting of Mrs. Katherine Braden, Mrs. Roberta Cestare and Dudley Foster interviewed seven applicants from 8:00am to 11:30 am. Selecting the winners took approximately another hour. The Windward Rotary Education Foundation (WREF) awarded two scholarships this year. The WREF scholarship of $4,000 per year for four years for a total of $16,000 was awarded to Alexander Nastaste and the Ross Mikey award of $1,000 went to Makena Bruhn. The applications of the awardees will be retained together with the WREF awardees transcripts for the four year academic period of the student. The records are retained by the Scholarship Chair . |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | The decisions of the trustee/directors aka Board of Directors are governed by the Articles of Incorporation and the Bylaws adopted May 24, 1993. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 6 | This organization will make its Form 1023, Application for Recognition of exemption Under Section 501(c)(3) of the Internal Revenue Code, available for public inspection "upon request". |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 7 | This organization will make its governing documents, conflict of interest policy and financial statements available to the public if and when such request is made. There have been no requests. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Pt VI, Line 6 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Pt VI, Line 7a |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Pt VI, Line 11b |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Pt VI, Line 8a |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | Pt VI, Line 8b |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | Pt VI, Line 7b |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 6 | Pt VI, Line 18 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 7 | Pt VI, Line 19 |
| IRS990ScheduleR/AssetExchangeInd | 0 | false |
| IRS990ScheduleR/AssetPurchaseFromOtherOrgInd | 0 | false |
| IRS990ScheduleR/AssetSaleToOtherOrgInd | 0 | false |
| IRS990ScheduleR/DivRelatedOrganizationInd | 0 | false |
| IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd | 0 | true |
| IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd | 0 | false |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt | 0 | Rotary Intern'l |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt | 0 | Rotary Club of Windward Oahu |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN | 0 | 996009024 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt | 0 | 501 (c)(4) |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd | 0 | HI |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt | 0 | Civic Club |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt | 0 | Post Office Box 122 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm | 0 | Kailua |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd | 0 | HI |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd | 0 | 96734 |
| IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd | 0 | false |
| IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd | 0 | false |
| IRS990ScheduleR/PaidEmployeesSharingInd | 0 | false |
| IRS990ScheduleR/PerformOfServicesByOtherOrgInd | 0 | true |
| IRS990ScheduleR/PerformOfServicesForOthOrgInd | 0 | false |
| IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd | 0 | false |
| IRS990ScheduleR/ReimbursementPaidByOtherOrgInd | 0 | false |
| IRS990ScheduleR/ReimbursementPaidToOtherOrgInd | 0 | false |
| IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd | 0 | false |
| IRS990ScheduleR/RentalOfFcltsFromOthOrgInd | 0 | false |
| IRS990ScheduleR/SharingOfFacilitiesInd | 0 | false |
| IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt | 0 | 843 |
| IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt | 1 | 1309 |
| IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt | 0 | actual |
| IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt | 1 | actual |
| IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt | 0 | Rotary Club of Windward Oahu - membership gifting |
| IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt | 1 | Rotary Club of Windward Oahu - membership fundraising |
| IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt | 0 | 1c |
| IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt | 1 | 1m |
| IRS990ScheduleR/TransferFromOtherOrgInd | 0 | false |
| IRS990ScheduleR/TransferToOtherOrgInd | 0 | false |
| IRS990/SchoolOperatingInd | 0 | false |
| IRS990/SignificantChangeInd | 0 | false |
| IRS990/SignificantNewProgramSrvcInd | 0 | false |
| IRS990/SubjectToProxyTaxInd | 0 | false |
| IRS990/TaxablePartyNotificationInd | 0 | false |
| IRS990/TaxExemptBondsInd | 0 | false |
| IRS990/TerminateOperationsInd | 0 | false |
| IRS990/TotalAssetsBOYAmt | 0 | 329663 |
| IRS990/TotalAssetsEOYAmt | 0 | 313611 |
| IRS990/TotalAssetsGrp/BOYAmt | 0 | 329663 |
| IRS990/TotalAssetsGrp/EOYAmt | 0 | 313611 |
| IRS990/TotalCompGreaterThan150KInd | 0 | false |
| IRS990/TotalContributionsAmt | 0 | 2152 |
| IRS990/TotalEmployeeCnt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/FundraisingAmt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt | 0 | 4585 |
| IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt | 0 | 15000 |
| IRS990/TotalFunctionalExpensesGrp/TotalAmt | 0 | 19585 |
| IRS990/TotalGrossUBIAmt | 0 | 0 |
| IRS990/TotalLiabilitiesEOYAmt | 0 | 0 |
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Displayed year
2020 • Form 990Detailed filing. Detailed filing data is available for this year.