Civic Intelligence

PTA Hawaii Congress Hanalei PTA

990EZ • Fiscal year 2014 • EIN 99-0305469

Jul 01, 2013 to Jun 30, 2014 • Filed on Nov 18, 2014

PO Box 139696714

(808) 635-4436

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2014

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2014

Net Margin

22nd percentile

-11%

Higher net margin than 22% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

28th percentile

-10%

Faster asset growth than 28% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

21st percentile

-21%

Faster revenue growth than 21% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Down

$155,394

Down $17,346 (-10%) from 2013

Net Assets

$155,394

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$91,487

Down $24,860 (-21%) from 2013

Expenses

Up

$101,211

Up $48,951 (+94%) from 2013

Net Income

Down

-$9,724

Down $73,811 (-115%) from 2013

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2010: $112,307Net Assets 2010: $112,3072010Assets 2011: $112,025Net Assets 2011: $112,0252011Assets 2012: $108,653Liabilities 2012: $02012Assets 2013: $172,740Liabilities 2013: $02013Assets 2014: $155,394Net Assets 2014: $155,3942014Assets 2015: $168,402Net Assets 2015: $168,4022015Assets 2016: $177,106Net Assets 2016: $177,1062016Assets 2017: $159,130Net Assets 2017: $159,1302017Assets 2018: $227,786Liabilities 2018: $0Net Assets 2018: $227,7862018Assets 2019: $203,468Net Assets 2019: $203,4682019Assets 2020: $141,157Liabilities 2020: $02020Assets 2021: $146,463Liabilities 2021: $0Net Assets 2021: $146,4632021Assets 2022: $211,355Net Assets 2022: $211,3552022Assets 2023: $221,698Liabilities 2023: $0Net Assets 2023: $221,6982023Assets 2024: $254,046Net Assets 2024: $254,0462024

Highlighted filing

2014

Assets$155,394
Liabilities-
Net Assets$155,394

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2010: $74,766Expenses 2010: $35,840Net Income 2010: $38,9262010Revenue 2011: $62,157Expenses 2011: $62,439Net Income 2011: -$2822011Revenue 2012: $68,289Expenses 2012: $71,661Net Income 2012: -$3,3722012Revenue 2013: $116,347Expenses 2013: $52,260Net Income 2013: $64,0872013Revenue 2014: $91,487Expenses 2014: $101,211Net Income 2014: -$9,7242014Revenue 2015: $91,610Expenses 2015: $78,602Net Income 2015: $13,0082015Revenue 2016: $125,063Expenses 2016: $116,359Net Income 2016: $8,7042016Revenue 2017: $104,064Expenses 2017: $122,040Net Income 2017: -$17,9762017Revenue 2018: $184,146Expenses 2018: $115,490Net Income 2018: $68,6562018Revenue 2019: $151,355Expenses 2019: $175,673Net Income 2019: -$24,3182019Revenue 2020: $136,942Expenses 2020: $199,253Net Income 2020: -$62,3112020Revenue 2021: $244,108Expenses 2021: $238,802Net Income 2021: $5,3062021Revenue 2022: $66,266Expenses 2022: $71,648Net Income 2022: -$5,3822022Revenue 2023: $178,657Expenses 2023: $168,314Net Income 2023: $10,3432023Revenue 2024: $100,048Expenses 2024: $67,700Net Income 2024: $32,3482024

Highlighted filing

2014

Revenue$91,487
Expenses$101,211
Net Income-$9,724
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Nov 18, 2014
Return Version
2013v3.1
Gross Receipts
$116,899
Mission and Program Overview

Mission

To provide school-wide support for the parents, teachers, and students of hanalei elementary school to offer enrichment programs to supplement the hawaii content performance standards.

Program Services

DescriptionGrantsExpenses
CLASSROOM AND TEACHERS' ASSISTANCE - VARIOUS SCHOOL WIDE PROGRAMS FROM HANALEI ELEMENTARY SCHOOL CURRICULUM SUPPORTED BY THE HANALEI SCHOOL PTSA$31,829-
HANALEI ELEMENTARY SCHOOL STUDENT SUPPORT AND ENRICHMENT EXPENSES: PROGRAMS IN THE AREAS OF COMPUTER EDUCATION, PHYSICAL EDUCATION, CULTURAL PROGRAMS, AND HORTICULTURAL STUDIES & ART.$21,913-
EDUCATIONAL MUSCIAL PROGRAMS: SCHOOL WIDE PROGRAMS TO ENRICH THE STUDENTS KNOWLEDGE AND APPRECIATION FOR MUSIC ARTS INCLUDING AFTER SCHOOL & SUMMER MUSIC PROGRAMS.$5,797$2,500
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KELLEY DOIPresident-$0--
KARI DERRVice President-$0--
ASHLEY JONESVice President-$0--
MARTI SNYDERTreasurer-$0--
APRIL MCGINNISSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$45,539$45,539$13,108$32,431
Event 2$11,982$11,982$12,304$-322
Total Events$57,521$57,521$25,412$32,109
Governance and Compliance

Governance Explanations

Form 990EZ, Part VI, Line 49 - Transfers to Governmental Entity

Pta hawaii congress hanalei pta transfers the entire ownership of equipment, at cost, to the state of hawaii department of education's hanalei elementary school. No value or consideration is received in return by pta hawaii congress hanalei pta. This transfer of equipment ownership to hanalei elementary school supports pta hawaii congress hanalei pta's primary exempt purpose of supporting hanalei elementary school.

Filing and Contact Details

Filer

EIN
99-0305469

Signing Officer

Name
Kari Derr
Title
Treasurer
Signed
2014-11-18
Discuss with paid preparer
Yes

Preparer

Preparer
Edward Punua
Phone
8088267223
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

| Cash Amount Given: $7000

Other Expenses.1012

Insurance $100

Other Expenses.1

Teacher position ptt funding $15283

Other Expenses.2

Class computer purchases $14980

Other Expenses.3

ART PROGRAM $11169

Other Expenses.4

Ipad technology purchases $10000

Other Expenses.5

MUSIC PROGRAMS $5797

Other Expenses.6

PHYS EDUC EXPENSES $5600

Other Expenses.7

Adopt a class (angel funds) $5291

Other Expenses.8

Teacher learning enrichment $4391

Other Expenses.9

Teacher assistance supplies $3569

Other Expenses.10

Discretionary expense $3377

Other Expenses.11

DRAMA $3239

Other Expenses.12

HAWAII GE TAXES $2347

Other Expenses.13

GARDEN PROGRAM $1903

Other Expenses.14

May day festivities $1750

Other Expenses.15

EVENTS - OTHER $1025

Other Expenses.16

BANK CHARGES $994

Other Expenses.17

Dues & subscriptions $851

Other Expenses.18

OFFICE SUPPLIES $447

Other Expenses.19

HAWAIIANA DAY $415

Other Expenses.20

Faculty/staff support $352

Other Expenses.21

Testing (snacks-hsa) $107

Other Assets.1002

Furniture and Fixtures - Beginning $6600 Furniture and Fixtures - Ending $0

Other Assets.1003

Machinery and Equipment - Beginning $1022 Machinery and Equipment - Ending $0

Other Assets.1005

Accounts Receivable - Beginning $0 Accounts Receivable - Ending $1120

Other Assets.1010

Inventories - Beginning $0 Inventories - Ending $660

Form 990-ez, Part I, Line 20 - Other Changes in Net Assets

In year ending 06/30/2013, the pta hawaii congress hanalei pta reported fixed assets net of accummulated depreciation for $7,622.00. These fixed assets were purchased and the physical assets and ownership were transferred to pta hawaii congress hanalei pta. Hawaii congress hanalei pta did not retain ownership of the fixed assets. This transfer of ownership has been properly reported as a change in net assets.

Raw XML Appendix238 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0KARI DERR
IRS990EZ/BooksInCareOfDetail/PhoneNum08086354436
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine10PO BOX 223520
IRS990EZ/BooksInCareOfDetail/USAddress/City0PRINCEVILLE
IRS990EZ/BooksInCareOfDetail/USAddress/State0HI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode096722
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0165118
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0153614
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt057257
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-9724
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01224
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0172740
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0155394
IRS990EZ/FundraisingGrossIncomeAmt057521
IRS990EZ/GrantsAndSimilarAmountsPaidAmt07000
IRS990EZ/GrossReceiptsAmt0116899
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum02303
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt047
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt01530
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0172740
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0155394
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0172740
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0155394
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt04.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt14.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt24.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt34.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt44.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KELLEY DOI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KARI DERR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ASHLEY JONES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MARTI SNYDER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4APRIL MCGINNIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt07622
IRS990EZ/OtherAssetsTotalDetail/EOYAmt01780
IRS990EZ/OtherChangesInNetAssetsAmt0-7622
IRS990EZ/OtherExpensesTotalAmt092987
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE SCHOOL-WIDE SUPPORT FOR THE PARENTS, TEACHERS, AND STUDENTS OF HANALEI ELEMENTARY SCHOOL TO OFFER ENRICHMENT PROGRAMS TO SUPPLEMENT THE HAWAII CONTENT PERFORMANCE STANDARDS.
IRS990EZ/ProgramServiceRevenueAmt0544
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0HANALEI ELEMENTARY SCHOOL STUDENT SUPPORT AND ENRICHMENT EXPENSES: PROGRAMS IN THE AREAS OF COMPUTER EDUCATION, PHYSICAL EDUCATION, CULTURAL PROGRAMS, AND HORTICULTURAL STUDIES & ART.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1CLASSROOM AND TEACHERS' ASSISTANCE - VARIOUS SCHOOL WIDE PROGRAMS FROM HANALEI ELEMENTARY SCHOOL CURRICULUM SUPPORTED BY THE HANALEI SCHOOL PTSA
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2EDUCATIONAL MUSCIAL PROGRAMS: SCHOOL WIDE PROGRAMS TO ENRICH THE STUDENTS KNOWLEDGE AND APPRECIATION FOR MUSIC ARTS INCLUDING AFTER SCHOOL & SUMMER MUSIC PROGRAMS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt021913
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt131829
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt25797
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt02500
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt025412
IRS990EZ/SpecialEventsNetIncomeLossAmt032109
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0101211
IRS990EZ/TotalProgramServiceExpensesAmt059539
IRS990EZ/TotalRevenueAmt091487
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0true
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt058787
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt064202
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt033631
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt032388
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt09356
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0198364
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt047
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt037
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt016
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt025
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt020
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0145
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt047
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt037
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt016
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt025
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt020
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0145
IRS990ScheduleA/InvestmentIncomeCYPct00.00070
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99930
IRS990ScheduleA/PublicSupportTotal509Amt0198364
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt058787
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt064202
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt033631
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt032388
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt09356
IRS990ScheduleA/Total509Grp/TotalAmt0198364
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt058834
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt064239
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt033647
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt032413
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt09376
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0198509
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt025412
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt045539
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt011982
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt057521
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt045539
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt011982
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt057521
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0SILENT AUCTION
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt0CHRISTMAS SALES
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt032109
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt025412
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt013108
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt012304
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Cash Amount Given: $7000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TEACHER POSITION PTT FUNDING $15283
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CLASS COMPUTER PURCHASES $14980
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ART PROGRAM $11169
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5IPAD TECHNOLOGY PURCHASES $10000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6MUSIC PROGRAMS $5797
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7PHYS EDUC EXPENSES $5600
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8ADOPT A CLASS (ANGEL FUNDS) $5291
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9TEACHER LEARNING ENRICHMENT $4391
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10TEACHER ASSISTANCE SUPPLIES $3569
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11DISCRETIONARY EXPENSE $3377
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12DRAMA $3239
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13HAWAII GE TAXES $2347
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14GARDEN PROGRAM $1903
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15MAY DAY FESTIVITIES $1750
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16EVENTS - OTHER $1025
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17BANK CHARGES $994
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18DUES & SUBSCRIPTIONS $851
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19OFFICE SUPPLIES $447
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20HAWAIIANA DAY $415
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt21FACULTY/STAFF SUPPORT $352
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt22TESTING (SNACKS-HSA) $107
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt23Furniture and Fixtures - Beginning $6600 Furniture and Fixtures - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt24Machinery and Equipment - Beginning $1022 Machinery and Equipment - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt25Accounts Receivable - Beginning $0 Accounts Receivable - Ending $1120
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt26Inventories - Beginning $0 Inventories - Ending $660
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt27PTA HAWAII CONGRESS HANALEI PTA TRANSFERS THE ENTIRE OWNERSHIP OF EQUIPMENT, AT COST, TO THE STATE OF HAWAII DEPARTMENT OF EDUCATION'S HANALEI ELEMENTARY SCHOOL. NO VALUE OR CONSIDERATION IS RECEIVED IN RETURN BY PTA HAWAII CONGRESS HANALEI PTA. THIS TRANSFER OF EQUIPMENT OWNERSHIP TO HANALEI ELEMENTARY SCHOOL SUPPORTS PTA HAWAII CONGRESS HANALEI PTA'S PRIMARY EXEMPT PURPOSE OF SUPPORTING HANALEI ELEMENTARY SCHOOL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt28IN YEAR ENDING 06/30/2013, THE PTA HAWAII CONGRESS HANALEI PTA REPORTED FIXED ASSETS NET OF ACCUMMULATED DEPRECIATION FOR $7,622.00. THESE FIXED ASSETS WERE PURCHASED AND THE PHYSICAL ASSETS AND OWNERSHIP WERE TRANSFERRED TO PTA HAWAII CONGRESS HANALEI PTA. HAWAII CONGRESS HANALEI PTA DID NOT RETAIN OWNERSHIP OF THE FIXED ASSETS. THIS TRANSFER OF OWNERSHIP HAS BEEN PROPERLY REPORTED AS A CHANGE IN NET ASSETS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Expenses.13
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Other Expenses.14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Other Expenses.15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Other Expenses.16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Other Expenses.17
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc19Other Expenses.18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc20Other Expenses.19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc21Other Expenses.20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc22Other Expenses.21
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc23Other Assets.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc24Other Assets.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc25Other Assets.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc26Other Assets.1010
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc27FORM 990EZ, PART VI, LINE 49 - TRANSFERS TO GOVERNMENTAL ENTITY
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc28FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KARI DERR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-18
ReturnHeader/Filer/BusinessName/BusinessNameLine10PTA HAWAII CONGRESS HANALEI PTA
ReturnHeader/Filer/BusinessNameControlTxt0PTAH
ReturnHeader/Filer/EIN0990305469
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 1396
ReturnHeader/Filer/USAddress/City0HANALEI
ReturnHeader/Filer/USAddress/State0HI
ReturnHeader/Filer/USAddress/ZIPCode096714
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10EDWARD L PUNUA CPA INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine104268 RICE ST STE F
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0LIHUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0HI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0967661318
ReturnHeader/PreparerPersonGrp/PhoneNum08088267223
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Edward Punua
ReturnHeader/ReturnTs02014-11-18T15:09:51-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.54$2.54$1.00$0.68$0.32
2023Detailed filing. Detailed filing data is available for this year.$2.22$0.00$2.22$1.79$1.68$0.10
2022Detailed filing. Detailed filing data is available for this year.$2.11$2.11$0.66$0.72$0.05
2021Detailed filing. Detailed filing data is available for this year.$1.46$0.00$1.46$2.44$2.39$0.05
2020Summary only. Only limited summary data is available for this year.$1.41$0.00$1.37$1.99$0.62
2019Detailed filing. Detailed filing data is available for this year.$2.03$2.03$1.51$1.76$0.24
2018Detailed filing. Detailed filing data is available for this year.$2.28$0.00$2.28$1.84$1.15$0.69
2017Detailed filing. Detailed filing data is available for this year.$1.59$1.59$1.04$1.22$0.18
2016Detailed filing. Detailed filing data is available for this year.$1.77$1.77$1.25$1.16$0.09
2015Detailed filing. Detailed filing data is available for this year.$1.68$1.68$0.92$0.79$0.13
2014Detailed filing. Detailed filing data is available for this year.$1.55$1.55$0.91$1.01$0.10
2013Summary only. Only limited summary data is available for this year.$1.73$0.00$1.16$0.52$0.64
2012Summary only. Only limited summary data is available for this year.$1.09$0.00$0.68$0.72$0.03
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.12$1.12$0.62$0.62$0.00
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.12$1.12$0.75$0.36$0.39