Civic Intelligence

Hotel & Restaurant Industry Employment

EIN 99-6009966 • 501(c)5 • Honolulu, HI

Profile

To provide training benefits for eligible participants in accordance with plan rules and regulations.

560 N Nimitz Hwy Suite 209Honolulu, HI 96817

www.hariett.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

14th percentile

0.00x

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

501(c)5 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

14th percentile

0.00x

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

501(c)5 • $5M-$10M nonprofits • Source year 2024

Net Margin

85th percentile

31%

Higher net margin than 85% of similar nonprofits.

501(c)5 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

7th percentile

$0

Higher top officer pay than 7% of similar nonprofits.

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

501(c)5 • $5M-$10M nonprofits • Source year 2024

Asset Growth

87th percentile

24%

Faster asset growth than 87% of similar nonprofits.

501(c)5 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

32nd percentile

2.7%

Faster revenue growth than 32% of similar nonprofits.

501(c)5 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets14th percentile

Assets

Up

$3,901,590

Up $766,620 (+24%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$3,901,590

Up $766,620 (+24%) from 2023

Operations
Liabilities / Revenue14th percentileNet Margin85th percentile

Revenue

Up

$2,510,294

Up $66,435 (+2.7%) from 2023

Expenses

Up

$1,728,831

Up $315,991 (+22%) from 2023

Net Income

Down

$781,463

Down $249,556 (-24%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth87th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $685,203Liabilities 2010: $0Net Assets 2010: $685,2032010Assets 2011: $795,091Liabilities 2011: $0Net Assets 2011: $795,0912011Assets 2012: $804,462Liabilities 2012: $0Net Assets 2012: $804,4622012Assets 2013: $342,166Liabilities 2013: $0Net Assets 2013: $342,1662013Assets 2014: $246,022Liabilities 2014: $0Net Assets 2014: $246,0222014Assets 2015: $314,235Liabilities 2015: $0Net Assets 2015: $314,2352015Assets 2016: $364,783Liabilities 2016: $0Net Assets 2016: $364,7832016Assets 2017: $608,610Liabilities 2017: $0Net Assets 2017: $608,6102017Assets 2018: $700,470Liabilities 2018: $0Net Assets 2018: $700,4702018Assets 2019: $765,384Liabilities 2019: $0Net Assets 2019: $765,3842019Assets 2020: $425,634Liabilities 2020: $0Net Assets 2020: $425,6342020Assets 2021: $1,006,822Liabilities 2021: $0Net Assets 2021: $1,006,8222021Assets 2022: $2,051,901Liabilities 2022: $0Net Assets 2022: $2,051,9012022Assets 2023: $3,134,970Liabilities 2023: $0Net Assets 2023: $3,134,9702023Assets 2024: $3,901,590Liabilities 2024: $0Net Assets 2024: $3,901,5902024

Highlighted filing

2024

Assets$3,901,590
Liabilities$0
Net Assets$3,901,590
Open 2024 Filing

Operations Trend

Revenue Growth32nd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $113,1232010Expenses 2011: $112,6692011Expenses 2012: $124,9562012Revenue 2013: $41,898Expenses 2013: $504,194Net Income 2013: -$462,2962013Revenue 2014: $343,597Expenses 2014: $439,741Net Income 2014: -$96,1442014Revenue 2015: $717,125Expenses 2015: $648,912Net Income 2015: $68,2132015Revenue 2016: $1,023,051Expenses 2016: $972,503Net Income 2016: $50,5482016Revenue 2017: $1,117,924Expenses 2017: $874,097Net Income 2017: $243,8272017Revenue 2018: $1,112,095Expenses 2018: $1,020,235Net Income 2018: $91,8602018Revenue 2019: $1,159,309Expenses 2019: $1,123,275Net Income 2019: $36,0342019Revenue 2020: $616,214Expenses 2020: $993,285Net Income 2020: -$377,0712020Revenue 2021: $1,244,524Expenses 2021: $684,906Net Income 2021: $559,6182021Revenue 2022: $2,017,378Expenses 2022: $871,679Net Income 2022: $1,145,6992022Revenue 2023: $2,443,859Expenses 2023: $1,412,840Net Income 2023: $1,031,0192023Revenue 2024: $2,510,294Expenses 2024: $1,728,831Net Income 2024: $781,4632024

Highlighted filing

2024

Revenue$2,510,294
Expenses$1,728,831
Net Income$781,463
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$3,901,590
Liabilities
$0
Net assets
$3,901,590
Revenue
$2,510,294
Expenses
$1,728,831
Net income
$781,463
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.90$0.00$3.90$2.51$1.73$0.78
2023Detailed filing. Detailed filing data is available for this year.$3.13$0.00$3.13$2.44$1.41$1.03
2022Detailed filing. Detailed filing data is available for this year.$2.05$0.00$2.05$2.02$0.87$1.15
2021Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$1.24$0.68$0.56
2020Detailed filing. Detailed filing data is available for this year.$0.43$0.00$0.43$0.62$0.99$0.38
2019Detailed filing. Detailed filing data is available for this year.$0.77$0.00$0.77$1.16$1.12$0.04
2018Detailed filing. Detailed filing data is available for this year.$0.70$0.00$0.70$1.11$1.02$0.09
2017Detailed filing. Detailed filing data is available for this year.$0.61$0.00$0.61$1.12$0.87$0.24
2016Detailed filing. Detailed filing data is available for this year.$0.36$0.00$0.36$1.02$0.97$0.05
2015Detailed filing. Detailed filing data is available for this year.$0.31$0.00$0.31$0.72$0.65$0.07
2014Detailed filing. Detailed filing data is available for this year.$0.25$0.00$0.25$0.34$0.44$0.10
2013Detailed filing. Detailed filing data is available for this year.$0.34$0.00$0.34$0.04$0.50$0.46
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.80$0.00$0.80$0.12
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.80$0.00$0.80$0.11
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.69$0.00$0.69$0.11
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 30, 2025
Return Version
2024v5.2
Gross Receipts
$6,250,850
Mission and Program Overview

Mission

To provide training benefits for eligible participants in accordance with plan rules and regulations.

To provide training for eligible individuals in the area of hotel and restaurant services.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$3,134,970$3,901,590▲ $766,620
Investments in Publicly Traded Securities$744,645$2,679,907▲ $1,935,262
Savings and Temporary Cash Investments$2,288,713$1,099,751▼ $1,188,962
Land, Buildings, and Equipment, Net$21,952$42,676▲ $20,724
Cash and Non-Interest-Bearing Accounts$30,901$30,497▼ $404
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$3,134,970$3,901,590▲ $766,620
Other Assets Total$48,759$48,759→ $0
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,134,970$3,901,590▲ $766,620
Total Liabilities and Net Assets / Fund Balance$3,134,970$3,901,590▲ $766,620

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$42,676$208,670$251,346
Compensation and Service Providers
Top Officer Pay7th percentile

Board Members and Trustees

NameTitle
Delaine BauerManagement Trustee
Julie NakayamaManagement Trustee
Julie WalkerManagement Trustee
Carla ThomasManagement Trustee (until Sept 2024)
Eileen CaldwellManagement Trustee - Alt
Trevor BracherManagement Trustee - Alt
Eric GillUnion Trustee
Morgan EvansUnion Trustee
Rosario Ross BaniagaUnion Trustee
Cade WatanabeUnion Trustee - Alt
Gemma WeinsteinUnion Trustee - Alt
Morisson LukaUnion Trustee - Alt

Highest Paid Contractors

ContractorServicesLocationCompensation
Airport Center Partners LLPLandlord3049 UALENA ST STE 515, Honolulu, HI 96819$671,496
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$2,339,432
Investment Income
$170,862
Other Revenue
$0
Change in Net Assets
$781,463

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,510,294
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-14,843
Total Revenue per Audited Statements
$2,495,451
Total Revenue per Form 990
$2,510,294
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,728,831
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other---$741,192
Occupancy---$716,796
Fees for Services Accounting---$36,591
Fees for Services Legal---$27,338
Fees for Services Management---$23,967
Depreciation Depletion---$9,113
Other Expenses---$3,584
Information Technology---$2,444
Insurance---$2,211
Total Functional Expenses$0$0$0$1,728,831

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,728,831
Total Expenses per Audited Statements$1,728,831
Total Expenses per Form 990$1,728,831
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“Trust administrator reviews. If deemed acceptable, 990 is disseminated to one union trustee and one management trustee for review and execution.”

Form 990, Part VI, Section B, Line 12C

“Trustees execute a statement of acceptance which is kept on file”

Form 990, Part VI, Section C, Line 19

“AVAILABLE UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
Hotel & Restaurant Industry Employment
EIN
99-6009966
Phone
8085230199
Address
560 N NIMITZ HWY SUITE 209, HONOLULU, HI 96817

Signing Officer

Name
Eric Gilljulie Walker
Title
Trustees
Phone
8085230199
Signed
2025-10-30

Organization Details

Principal Officer
Eric Gilljulie Walker
Formed
1965
Legal Domicile
Hi
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
12

Preparer

Firm
Singerlewak Llp
Address
500 ALA MOANA BLVD 2 302, HONOLULU, HI 96813
Preparer
Judith Chock
Phone
8085336254
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Reimb peo for labor related costs 678,361. Program supplies 42,114. Misc training expenses 20,717.”

Form 990, Part XII, Line 2C

“No change in review process from prior year. Board of trustees elects an independent auditor. Administrator and board of trustees formally review and approve the financial statements.”

Financial Statement Notes

PART X, LINE 2:

“The trust was held to be exempt from federal income tax on june 1973, as an organization described in section 501(c)(5) of the (internal revenue code (irc). However, as a result of the plan's funding policy, from time to time the trust may be subject to income taxes. No federal or state income taxes have been recorded as of december 31, 2024 and 2023 for unrelated business taxable income. In addition, the plan and the trust are required to operate in conformity with the irc to maintain the tax-exempt status of the trust. The trust has been amended since receiving the determination letter. However, the plan administrator believes that the plan is being operated in compliance with the applicable requirements of the irc and, therefore, believes that the related trust is tax-exempt. The modified cash basis of accounting requires management to evaluate tax positions taken by the plan and recognize a tax liability (or asset) if it has taken an uncertain position that more likely than not would not be sustained upon examination by the internal revenue service. Management analyzed the tax positions taken by the plan and concluded that, as of december 31, 2024 and 2023, there are no uncertain tax positions taken or expected to be taken that would require recognition of a liability, asset, or disclosure in the financial statements. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

Raw XML AppendixShowing 400 of 418 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.

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IRS990/Form990PartVIISectionAGrp/TitleTxt8MANAGEMENT TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9MANAGEMENT TRUSTEE (UNTIL SEPT 2024)
IRS990/Form990PartVIISectionAGrp/TitleTxt10UNION TRUSTEE - ALT
IRS990/Form990PartVIISectionAGrp/TitleTxt11UNION TRUSTEE - ALT
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IRS990/MissionDesc0TO PROVIDE TRAINING BENEFITS FOR ELIGIBLE PARTICIPANTS IN ACCORDANCE WITH PLAN RULES AND REGULATIONS.
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IRS990/MoreThan5000KToOrgInd00
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IRS990/OtherExpensesGrp/Desc2MEETING AND PROMOTIONAL
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE TRUST WAS HELD TO BE EXEMPT FROM FEDERAL INCOME TAX ON JUNE 1973, AS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(5) OF THE (INTERNAL REVENUE CODE (IRC). HOWEVER, AS A RESULT OF THE PLAN'S FUNDING POLICY, FROM TIME TO TIME THE TRUST MAY BE SUBJECT TO INCOME TAXES. NO FEDERAL OR STATE INCOME TAXES HAVE BEEN RECORDED AS OF DECEMBER 31, 2024 AND 2023 FOR UNRELATED BUSINESS TAXABLE INCOME. IN ADDITION, THE PLAN AND THE TRUST ARE REQUIRED TO OPERATE IN CONFORMITY WITH THE IRC TO MAINTAIN THE TAX-EXEMPT STATUS OF THE TRUST. THE TRUST HAS BEEN AMENDED SINCE RECEIVING THE DETERMINATION LETTER. HOWEVER, THE PLAN ADMINISTRATOR BELIEVES THAT THE PLAN IS BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRC AND, THEREFORE, BELIEVES THAT THE RELATED TRUST IS TAX-EXEMPT. THE MODIFIED CASH BASIS OF ACCOUNTING REQUIRES MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF IT HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. MANAGEMENT ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN AND CONCLUDED THAT, AS OF DECEMBER 31, 2024 AND 2023, THERE ARE NO UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY, ASSET, OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
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IRS990ScheduleD/TotalExpensesPerForm990Amt01728831
IRS990ScheduleD/TotalRevenuePerForm990Amt02510294
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02495451
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01728831
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TRUST ADMINISTRATOR REVIEWS. IF DEEMED ACCEPTABLE, 990 IS DISSEMINATED TO ONE UNION TRUSTEE AND ONE MANAGEMENT TRUSTEE FOR REVIEW AND EXECUTION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TRUSTEES EXECUTE A STATEMENT OF ACCEPTANCE WHICH IS KEPT ON FILE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3REIMB PEO FOR LABOR RELATED COSTS 678,361. PROGRAM SUPPLIES 42,114. MISC TRAINING EXPENSES 20,717.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4NO CHANGE IN REVIEW PROCESS FROM PRIOR YEAR. BOARD OF TRUSTEES ELECTS AN INDEPENDENT AUDITOR. ADMINISTRATOR AND BOARD OF TRUSTEES FORMALLY REVIEW AND APPROVE THE FINANCIAL STATEMENTS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART IX, LINE 11G
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XII, LINE 2C
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IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd20
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0AFL HOTEL & RESTAURANT WORKERS HEALTH & WELFARE PLAN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1HOTEL UNION AND HOTEL INDUSTRY OF HAWAII PENSION PLAN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2HOTEL 401(K) RETIREMENT SAVINGS PLAN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0996008823
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1990155373
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN2990292187
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1401(A)
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd2HI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0TO PROVIDE HEALTH & WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1TO PROVIDE RETIREMENT BENEFITS TO ELIGIBLE PARTICIPANTS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt2TO PROVIDE RETIREMENT BENEFITS TO ELIGIBLE PARTICIPANTS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0560 N NIMITZ HWY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt1560 N NIMITZ HWY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt2560 N NIMITZ HWY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0HONOLULU
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1HONOLULU
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm2HONOLULU
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IRS990/WebsiteAddressTxt0WWW.HARIETT.COM
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ERIC GILLJULIE WALKER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEES
ReturnHeader/BusinessOfficerGrp/PhoneNum08085230199
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HOTEL & RESTAURANT INDUSTRY EMPLOYMENT
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0AND TRAINING TRUST
ReturnHeader/Filer/BusinessNameControlTxt0HOTE
ReturnHeader/Filer/EIN0996009966
ReturnHeader/Filer/PhoneNum08085230199

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