NA Lei Aloha foundation's mission is to support shinnyo-en hawaii in nurturing the Aloha spirit in all people, supporting and honoring family and helping raise future generations of compassionate leaders to create a worldwide community imbued with Aloha. The Foundation will also support volunteerism and community service; activities that promote intergenerational relationships; leadership development; and the study and application of cultural values, traditions, and practices that strengthen an individual's sense of identity and understanding of other people's cultures.

501(c)(3) charity; gifts are tax-deductible.
77¢ of each $1 spent went to programs.
$153K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

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FY2024 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
5 of 5
filings with a surplus
Average surplus $687K a year · 44% of revenue · last 5 filings
Looks good: a surplus in 5 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
77%
of spending
Looks good: 77% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$153K
to officers and key staff · 17% of spending
Fine: pay to officers and key staff is 17% of spending; 15% to 20%.
Pt VII · Sec A
8 mo
of spending, in cash
Plus $10.4M in investments, Pt X · Ln 11–13
Looks good: 7.7 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$8K
0.07% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
5
of 5 voting members
Looks good: 5 of 5 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$1.9M
+36% vs prior year
Spent
$891K
To programs
77%
Net assets
$11.0M
By yearFY2020–FY2024
Revenue
$1.9M
FY2024▲ +36%
Tap a bar for its year
Revenue by fiscal year
FY2020$1.2M
FY2021$1.9M
FY2022$1.4M
FY2023$1.4M
FY2024$1.9M
Expenses
$891K
FY2024▲ +13%
Tap a bar for its year
Expenses by fiscal year
FY2020$870K
FY2021$1.0M
FY2022$813K
FY2023$785K
FY2024$891K
Net assets
$11.0M
FY2024▲ +14%
Tap a bar for its year
Net assets by fiscal year
FY2020$7.9M
FY2021$9.1M
FY2022$8.3M
FY2023$9.7M
FY2024$11.0M

From the FY2024 Form 990 · figures checked against the IRS filing · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Mar 2004.

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

Where the money goes

77 cents of each dollar spent went to programs.

Program services 77% · $682K Management & general 23% · $209K

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

7 people listed on the 990; $153K paid to officers and key staff.

Part VII, Section A · reportable compensation
Co-Exec Dire
$77,214Pt VII · Sec A
Co-Exec Dire
$75,829Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Secretary/Tr
$0Pt VII · Sec A

Charlene Flanter’s $77K as Co-Exec Dire is at the 15th percentile of top reported officer pay among 1690 $1–10M philanthropy & grantmaking 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 · 3 named individuals · Part VII

NameFY2024FY2023FY2021FY2020
Roy Ho——$85,399$85,349
Charlene Flanter$77,214$73,696——
Chieko Steele$75,829$73,696——

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.

See NA Lei Aloha Foundation executive salaries →

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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 15aNo

Programs and updates

Nurtures Aloha spirit, supports families, and develops compassionate leaders for a better world.

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Provided by the organization

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3 programs · $682K · in their own filed words · FY2024
01

Direct contributions to various charitable organizations

$420Kprogram expense
02

To encourage harmony in diversity to build caring communities that value and live the aloha spirit, be a convener and catalyst through providing experiences to effect positive action, cultivate knowledge of our interconnectedness that results in people feeling a deep sense of responsibility, belonging, and caring for one another, and to…

$261Kprogram expense
03

Educational awards to deserving individuals and organizations

Pt IX · col B

Funders

Who pays for it.

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

Grants

Schedule I · this organization's grantmaking
Grants paid · 5 grants · $1.6M · 2020–2024
Individual RecipientFY2024$350,000
Individual RecipientFY2023$320,200
Individual RecipientFY2022$297,705
Individual RecipientFY2021$302,500
Individual RecipientFY2020$300,280

By the numbers

The FY2024 990, line by line.

1The main four
Money inPt VIII
$1.9M
Ln 12
Gifts and grantsLn 1h$1.0M
Investment incomeLn 3$901K
Money outPt IX
$891K
Ln 25
Programscol B$682K
Managementcol C$209K
Owns and owesPt X
$11.0M
net assets · Ln 32
Cash and savingsLn 1–2$568K
Total assetsLn 16$11.0M
LiabilitiesLn 26$8K
PeoplePt VI, VII
7
listed · VII A
PaidVII A2
Voting boardVI 1a5
IndependentVI 1b5
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$1.0M
Investment incomeLn 3$901K
Gains on assetsLn 7$550K
Total revenueLn 12$1.9M
Assets in detailPt X, end of year
CashLn 1$144K
SavingsLn 2$424K
Cash and savings togetherLn 1–2$568K
InvestmentsLn 11–13$10.4M
Land, buildings, equipmentLn 10c$2K
Other assetsLn 15$7K
Total assetsLn 16$11.0M
LiabilitiesLn 26$8K
Net assetsLn 32$11.0M
OperationsPt I, VI
EmployeesI 54
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY24End FY24
Cash and savingsLn 1–2$339K$568K
InvestmentsLn 11–13$9.3M$10.4M
Land, buildings, equipmentLn 10c$4K$2K
Total assetsLn 16$9.7M$11.0M
LiabilitiesLn 26$24K$8K
Net assetsLn 32$9.7M$11.0M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$350K$350K
Other salaries and wagesLn 7$153K$115K$38K
Pension plan contributionsLn 8$12K$9K$3K
Other employee benefitsLn 9$54K$40K$13K
Payroll taxesLn 10$12K$9K$3K
Legal feesLn 11b$196$196
Accounting feesLn 11c$9K$9K
OccupancyLn 16$36K$36K
TravelLn 17$11K$9K$3K
Depreciation, depletion and amortizationLn 22$2K$2K
InsuranceLn 23$3K$585$2K
Other expenses (24a–d)Ln 24$230K$137K$93K
All other expensesLn 24e$18K$12K$6K
Total functional expensesLn 25$891K$682K$209K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest Viewing $1.9M$891K$1.0M$11.0M 990 PDF
FY2023 $1.4M$785K$617K$9.7M 990 PDF
FY2022 $1.4M$813K$592K$8.3M 990 PDF
FY2021 $1.9M$1.0M$862K$9.1M 990 PDF
FY2020 $1.2M$870K$351K$7.9M 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2024 990 (6 parts)
Part I · Summary $1,903,897 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $1,003,912$1,002,923
I-9 Program service revenue$0
I-10 Investment incomePrior year $398,698$900,974
I-11 Other revenue$0
I-12 Total revenuePrior year $1,402,610$1,903,897
I-13 Grants and similar amounts paidPrior year $320,200$350,000
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $222,258$231,125
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $242,658$309,568
I-18 Total expensesPrior year $785,116$890,693
I-19 Revenue less expensesPrior year $617,494$1,013,204
Part VI · Governance 5 of 5 board members independent, 4 to look at
VI-1a Voting members of the governing body5
VI-1b Independent voting members5
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
Part VIII · Statement of revenue $1,903,897 across 6 lines filed
VIII-1d Related organizations$1,000,000
VIII-1f All other contributions, gifts and grants$2,923
VIII-1h Total contributions, gifts and grants$1,002,923
VIII-3 Investment incomeExcluded from tax $351,254$351,254
VIII-7 Net gain or loss on sales of assetsRelated to mission $549,539 · Excluded from tax $181$549,720
VIII-12 Total revenueRelated to mission $549,539 · Excluded from tax $351,435$1,903,897
Part IX · Statement of functional expenses $890,693 across 13 lines filed
IX-1 Grants to domestic organizationsPrograms $350,000$350,000
IX-7 Other salaries and wagesPrograms $114,782 · Management $38,261$153,043
IX-8 Pension plan contributionsPrograms $9,000 · Management $3,000$12,000
IX-9 Other employee benefitsPrograms $40,291 · Management $13,430$53,721
IX-10 Payroll taxesPrograms $9,271 · Management $3,090$12,361
IX-11b Legal feesManagement $196$196
IX-11c Accounting feesManagement $9,228$9,228
IX-16 OccupancyManagement $36,147$36,147
IX-17 TravelPrograms $8,530 · Management $2,843$11,373
IX-22 Depreciation, depletion and amortizationManagement $1,943$1,943
IX-23 InsurancePrograms $585 · Management $2,075$2,660
IX-24 Other expenses (24a–d)Programs $137,325 · Management $93,017$230,342
IX-24e All other expensesPrograms $11,797 · Management $5,882$17,679
IX-25 Total functional expensesPrograms $681,581 · Management $209,112 · Fundraising $0$890,693
Part X · Balance sheet $11,031,655 assets, 12 lines filed
X-1 Cash, non-interest-bearingStart of year $230,340$143,617
X-2 Savings and temporary cash investmentsStart of year $108,419$424,324
X-9 Prepaid expenses and deferred chargesStart of year $1,550$5,408
X-10c Land, buildings and equipment, netStart of year $4,243$2,300
X-11 Publicly traded securitiesStart of year $9,342,935$10,448,513
X-15 Other assetsStart of year $9,265$7,493
X-16 Total assetsStart of year $9,696,752$11,031,655
X-25 Other liabilitiesStart of year $24,404$7,596
X-26 Total liabilitiesStart of year $24,404$7,596
X-27 Net assets without donor restrictionsStart of year $9,672,348$11,024,059
X-32 Total net assets or fund balancesStart of year $9,672,348$11,024,059
X-33 Total liabilities and net assetsStart of year $9,696,752$11,031,655
Part XI · Reconciliation of net assets $11,024,059 net assets at year end
XI-1 Total revenue$1,903,897
XI-2 Total expenses$890,693
XI-3 Revenue less expenses$1,013,204
XI-4 Net assets at start of year$9,672,348
XI-5 Net unrealized gains (losses) on investments$338,507
XI-10 Net assets at end of year$11,024,059

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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