Aloha Foundation INC: FY2020 Nonprofit Profile & Form 990 (EIN 03-6016791)

Revenue by fiscal year
FY2020	$4.8M
FY2021	$11.9M
FY2022	$13.6M
FY2023	$12.3M
FY2024	$12.3M

Expenses by fiscal year
FY2020	$6.1M
FY2021	$8.8M
FY2022	$10.5M
FY2023	$11.6M
FY2024	$11.5M

Net assets by fiscal year
FY2020	$47.2M
FY2021	$52.4M
FY2022	$47.0M
FY2023	$53.7M
FY2024	$58.7M

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Mar 1913.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

55 cents of each dollar spent went to programs.

55%

39%

Program services 55% · $3.4M Management & general 39% · $2.4M Fundraising 5% · $335K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

28 people listed on the 990; $522K paid to officers and key staff.

Part VII, Section A · reportable compensation

Overtree Christopher E

Executive Director

$144,133Pt VII · Sec A

Vanessa Reigler

Executive Director

$139,616Pt VII · Sec A

Ross Timothy

Chief Financial Officer

$132,740Pt VII · Sec A

Choquette Kristina

Director of Operations

$105,606Pt VII · Sec A

Cook Farah E

Trustee

$0Pt VII · Sec A

Drossos Katie

Trustee

$0Pt VII · Sec A

Goff Lewis

Trustee

$0Pt VII · Sec A

Grayer Elizabeth

Vice Chair

$0Pt VII · Sec A

Vanessa Reigler’s $186K as Executive Director is at the 11th percentile of top reported officer pay among 290 $10–100M recreation & sports nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 8 named individuals · Part VII

Name	FY2024	FY2023	FY2022	FY2021	FY2020
Vanessa Reigler	$185,712	$177,482	$171,134	$160,595	$139,616
Sarah Littlefield	—	—	$158,859	—	—
Overtree Christopher E	—	—	—	—	$144,133
Ross Timothy	—	—	—	$125,810	$132,740
Penelope Johnson	$132,526	$40,884	—	—	—
Jason Knowles	$126,966	$121,330	$113,549	$106,160	—
Robynn Farkas	$116,131	—	—	—	—
Choquette Kristina	—	—	—	—	$105,606

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

Family or business ties among officersPt VI · Ln 2No
Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Operates summer camps and an outdoor education center for youth.

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Provided by the organization

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3 programs · $3.4M · in their own filed words · FY2020

01

Three summer resident camps & one summer day camp.

$1.5Mprogram expense

02

A year-round outdoor education center, served schools, individual children, families, elders & others.

$1.5Mprogram expense

03

One summer resident camp served families and groups.

$378Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record

Grants received · FY2025

Vermont National Guard Charitable Foundation INCFY2025$10K

Total grants receivedfrom 1 funder$10K

By the numbers

The FY2020 990, line by line.

Download 990

from philanthropy.org

1The main four

Money inPt VIII

$4.8M

Ln 12

Gifts and grantsLn 1h$2.4M

Investment incomeLn 3$2.2M

Fees for servicesLn 2g$171K

Money outPt IX

$6.1M

Ln 25

Programscol B$3.4M

Managementcol C$2.4M

Fundraisingcol D$335K

Owns and owesPt X

$47.2M

net assets · Ln 32

Cash and savingsLn 1–2$365K

Total assetsLn 16$49.5M

LiabilitiesLn 26$2.2M

PeoplePt VI, VII

28

listed · VII A

PaidVII A4

Voting boardVI 1a24

IndependentVI 1b24

2In more detail

Revenue in detailPt VIII

Gifts and grantsLn 1h$2.4M

Noncash giftsLn 1g$297K

Fees for servicesLn 2g$171K

Investment incomeLn 3$2.2M

Other incomeLn 4–11$2K

Gains on assetsLn 7$1.5M

Total revenueLn 12$4.8M

Assets in detailPt X, end of year

CashLn 1$365K

Cash and savings togetherLn 1–2$365K

InvestmentsLn 11–13$39.5M

Land, buildings, equipmentLn 10c$8.5M

Other assetsLn 15$911K

Total assetsLn 16$49.5M

LiabilitiesLn 26$2.2M

Net assetsLn 32$47.2M

OperationsPt I, VI

EmployeesI 5102

VolunteersI 60

Fiscal year endsHeaderDecember

Conflict-of-interest policyVI 12aYes

Whistleblower policyVI 13Yes

Records policyVI 14Yes

3Year over year

Balance sheet, start vs end of yearPt X · col A, B

Line	Start FY20	End FY20
Cash and savingsLn 1–2	$504K	$365K
InvestmentsLn 11–13	$37.3M	$39.5M
Land, buildings, equipmentLn 10c	$8.8M	$8.5M
Total assetsLn 16	$51.5M	$49.5M
LiabilitiesLn 26	$5.5M	$2.2M
Net assetsLn 32	$46.0M	$47.2M

4Every line

Statement of functional expensesPt IX · every line

Line	Total	Programs	Management	Fundraising
Grants to domestic individualsLn 2	$35K	$35K
Pay of current officers, directors and key staffLn 5	$488K		$384K	$103K
Other salaries and wagesLn 7	$2.5M	$1.2M	$1.2M	$130K
Other employee benefitsLn 9	$647K	$360K	$245K	$42K
Payroll taxesLn 10	$242K	$101K	$124K	$17K
Investment management feesLn 11f	$45K		$45K
Advertising and promotionLn 12	$21K	$20K	$950
Office expensesLn 13	$98K	$53K	$31K	$14K
OccupancyLn 16	$451K	$429K	$21K	$2K
TravelLn 17	$61K	$9K	$50K	$2K
InterestLn 20	$17K		$17K
Depreciation, depletion and amortizationLn 22	$625K	$593K	$29K	$2K
InsuranceLn 23	$201K	$191K	$9K	$859
Other expenses (24a–d)Ln 24	$554K	$274K	$258K	$21K
All other expensesLn 24e	$96K	$73K	$22K	$708
Total functional expensesLn 25	$6.1M	$3.4M	$2.4M	$335K

Filing history

Year	Money in	Money out	In minus out	Net assets	Download
FY2024 Latest	$12.3M	$11.5M	$857K	$58.7M	990 PDF
FY2023	$12.3M	$11.6M	$690K	$53.7M	990 PDF
FY2022	$13.6M	$10.5M	$3.1M	$47.0M	990 PDF
FY2021	$11.9M	$8.8M	$3.1M	$52.4M	990 PDF
FY2020 Viewing	$4.8M	$6.1M	−$1.3M	$47.2M	990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash

See the full FY2020 990 (6 parts)

Part I · Summary $4,799,395 revenue, 12 lines filed

I-8 Contributions and grantsPrior year $2,262,617$2,393,409

I-9 Program service revenuePrior year $8,089,803$171,413

I-10 Investment incomePrior year $1,037,769$2,232,868

I-11 Other revenuePrior year $620,007$1,705

I-12 Total revenuePrior year $12,010,196$4,799,395

I-13 Grants and similar amounts paidPrior year $1,035,765$35,096

I-14 Benefits paid to membersPrior year $0$0

I-15 Salaries and benefitsPrior year $5,618,760$3,903,547

I-16a Professional fundraising feesPrior year $0$0

I-17 Other expensesPrior year $4,128,688$2,167,725

I-18 Total expensesPrior year $10,783,213$6,106,368

I-19 Revenue less expensesPrior year $1,226,983−$1,306,973

Part VI · Governance 24 of 24 board members independent, no flags

VI-1a Voting members of the governing body24

VI-1b Independent voting members24

VI-2 Family or business relationship among officers or directorsNo

VI-12a Written conflict of interest policyYes

VI-13 Written whistleblower policyYes

VI-14 Document retention and destruction policyYes

VI-15a Process for setting top official's payYes

Part VIII · Statement of revenue $4,799,395 across 9 lines filed

VIII-1f All other contributions, gifts and grants$2,393,409

VIII-1g Noncash contributions (included above)$297,235

VIII-1h Total contributions, gifts and grants$2,393,409

VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $171,413$171,413

VIII-3 Investment incomeExcluded from tax $782,395$782,395

VIII-6 Net rental income or lossExcluded from tax −$24,142−$24,142

VIII-7 Net gain or loss on sales of assetsExcluded from tax $1,450,473$1,450,473

VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Unrelated business $25,847$25,847

VIII-12 Total revenueRelated to mission $171,413 · Unrelated business $25,847 · Excluded from tax $2,208,726$4,799,395

Part IX · Statement of functional expenses $6,106,368 across 15 lines filed

IX-2 Grants to domestic individualsPrograms $35,096$35,096

IX-5 Pay of current officers, directors and key staffManagement $384,477 · Fundraising $103,196$487,673

IX-7 Other salaries and wagesPrograms $1,232,283 · Management $1,165,107 · Fundraising $129,515$2,526,905

IX-9 Other employee benefitsPrograms $359,618 · Management $245,144 · Fundraising $41,940$646,702

IX-10 Payroll taxesPrograms $100,632 · Management $124,207 · Fundraising $17,428$242,267

IX-11f Investment management feesManagement $44,625$44,625

IX-12 Advertising and promotionPrograms $19,740 · Management $950$20,690

IX-13 Office expensesPrograms $53,185 · Management $30,611 · Fundraising $13,892$97,688

IX-16 OccupancyPrograms $428,689 · Management $20,867 · Fundraising $1,695$451,251

IX-17 TravelPrograms $8,925 · Management $49,885 · Fundraising $2,011$60,821

IX-20 InterestManagement $16,767$16,767

IX-22 Depreciation, depletion and amortizationPrograms $593,371 · Management $28,755 · Fundraising $2,474$624,600

IX-23 InsurancePrograms $191,337 · Management $9,211 · Fundraising $859$201,407

IX-24 Other expenses (24a–d)Programs $274,240 · Management $258,413 · Fundraising $21,434$554,087

IX-24e All other expensesPrograms $72,953 · Management $22,128 · Fundraising $708$95,789

IX-25 Total functional expensesPrograms $3,370,069 · Management $2,401,147 · Fundraising $335,152$6,106,368

Part X · Balance sheet $49,468,810 assets, 17 lines filed

X-1 Cash, non-interest-bearingStart of year $503,893$364,995

X-3 Pledges and grants receivableStart of year $61,110$11,110

X-4 Accounts receivableStart of year $3,294,960$99,082

X-8 Inventories for sale or useStart of year $7,709$1,287

X-9 Prepaid expenses and deferred chargesStart of year $123,023$111,120

X-10c Land, buildings and equipment, netStart of year $8,778,986$8,450,304

X-11 Publicly traded securitiesStart of year $37,324,152$39,519,439

X-15 Other assetsStart of year $1,385,163$911,473

X-16 Total assetsStart of year $51,478,996$49,468,810

X-17 Accounts payable and accrued expensesStart of year $516,365$289,519

X-19 Deferred revenueStart of year $4,966,324$984,351

X-24 Unsecured notes and loans payable$965,200

X-26 Total liabilitiesStart of year $5,482,689$2,239,070

X-27 Net assets without donor restrictionsStart of year $17,786,752$13,911,546

X-28 Net assets with donor restrictionsStart of year $28,209,555$33,318,194

X-32 Total net assets or fund balancesStart of year $45,996,307$47,229,740

X-33 Total liabilities and net assetsStart of year $51,478,996$49,468,810

Part XI · Reconciliation of net assets $47,229,740 net assets at year end

XI-1 Total revenue$4,799,395

XI-2 Total expenses$6,106,368

XI-3 Revenue less expenses−$1,306,973

XI-4 Net assets at start of year$45,996,307

XI-5 Net unrealized gains (losses) on investments$2,540,406

XI-9 Other changes in net assets$0

XI-10 Net assets at end of year$47,229,740

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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Aloha Foundation INC FY2020 filing

Before you give

Is it real?

Where the money goes

Who runs it and what they're paid

Compensation history total reportable pay by year · 8 named individuals · Part VII

Questions the 990 asks

Programs and updates

Questions for Aloha Foundation INC

Funders

Grants

By the numbers

Filing history

Schedules filed Part IV