Department of the Treasury Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section
4947(a)(1) nonexempt charitable trust.
Attach to Form 990 or Form 990-EZ. See separate instructions.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
HAWAI'I ISLAND WORKFORCE & ECONOMIC DEVELOPMENT OHANA INC
Employer identification number
20-1550014
Part I
Reason for Public Charity Status
(All organizations must complete this part.) See instructions
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4
5
section 170(b)(1)(A)(iv). (Complete Part II.)
6
7
8
9
receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of
its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses
acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
10
11
e
By checking this box, I certify that the organization is not controlled directly or indirectly by one or more disqualified persons other than foundation managers and other than one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2).
f
If the organization received a written determination from the IRS that it is a Type I, Type II or Type III supporting organization, check this box
..................................................
g
Since August 17, 2006, has the organization accepted any gift or contribution from any of the following persons?
(i) a person who directly or indirectly controls, either alone or together with persons described in (ii)
Yes
No
and (iii) below, the governing body of the the supported organization?
................
11g(i)
(ii)
a family member of a person described in (i) above?
......................
11g(ii)
(iii)
a 35% controlled entity of a person described in (i) or (ii) above?
................
11g(iii)
h
Provide the following information about the supported organization(s).
(i) Name of supported organization
(ii) EIN
(iii) Type of organization (described on lines 1- 9 above or IRC section (see instructions))
(iv) Is the organization in col. (i) listed in your governing document?
(v) Did you notify the organization in col. (i) of your support?
(vi) Is the organization in col. (i) organized in the U.S.?
(vii) Amount of support?
Yes
No
Yes
No
Yes
No
Total
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2010
Schedule A (Form 990 or 990-EZ) 2010
Page 2
Part II
Support Schedule for Organizations Described in IRC 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi) (Complete only if you checked the box on line 5, 7, or 8 of Part I or if the
organization failed to qualify under Part III. If the organization fails to
qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year(or fiscal year beginning in)
(a) 2006
(b) 2007
(c) 2008
(d) 2009
(e) 2010
(f) Total
1
Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") ....
35,894
195,794
217,443
537,551
299,869
1,286,551
2
Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......
3
The value of services or facilities furnished by a governmental unit to the organization without charge..
600
7,088
7,089
2,363
7,200
24,340
4
Total. Add lines 1 through 3..
36,494
202,882
224,532
539,914
307,069
1,310,891
5
The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included
on line 1 that exceeds 2% of the amount shown on line 11, column (f)..
6
Public Support. Subtract line 5 from line 4.
1,310,891
Section B. Total Support
Calendar year(or fiscal year beginning in)
(a) 2006
(b) 2007
(c) 2008
(d) 2009
(e) 2010
(f) Total
7
Amounts from line 4..
36,494
202,882
224,532
539,914
307,069
1,310,891
8
Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..
9
Net income from unrelated business activities, whether or not the business is regularly carried on..
10
Other income. (Explain in Part IV.) Do not include gain or loss from the sale of capital assets..
11
Total support (Add lines 7 through 10).
1,310,891
12
Gross receipts from related activities, etc. (See instructions.)
..................
12
2,315
13
First Five Years
If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization,
check this box and stop here..........................................
Section C. Computation of Public Support Percentage
14
Public Support Percentage for 2010 (line 6 column (f) divided by line 11 column (f))
.........
14
100.000 %
15
Public Support Percentage for 2009 Schedule A, Part II, line 14
...............
15
100.000 %
16a
33 1/3% support test—2010.
If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization
......................
b
33 1/3% support test—2009.
If the organization did not check the box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization
.....................
17a
10%-facts-and-circumstances test—2010.
If the organization did not check a box on line 13, 16a, or 16b and line 14
is 10% or more, and if the organization meets the "facts and circumstances" test, check this box and stop here. Explain
in Part IV how the organization meets the "facts and circumstances" test. The organization qualifies as a publicly supported
organization
..................................................
b
10%-facts-and-circumstances test—2009.
If the organization did not check a box on line 13, 16a, 16b, or 17a and line
15 is 10% or more, and if the organization meets the "facts and circumstances" test, check this box and stop here.
Explain in Part IV how the organization meets the "facts and circumstances" test. The organization qualifies as a publicly supported organization
..............................................
18
Private Foundation
If the organization did not check a box on line 13, 16a, 16b, 17a or 17b, check this box and see
instructions
...................................................
Schedule A (Form 990 or 990-EZ) 2010
Schedule A (Form 990 or 990-EZ) 2010
Page 3
Part III
Support Schedule for Organizations Described in IRC 509(a)(2) (Complete only if you checked the box on line 9 of Part I or if the organization
failed to qualify under Part II. If the organization fails to qualify under
the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year(or fiscal year beginning in)
(a) 2006
(b) 2007
(c) 2008
(d) 2009
(e) 2010
(f) Total
1
Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .
2
Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose......
3
Gross receipts from activities that are not an unrelated trade or business under section 513..
4
Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...
5
The value of services or facilities furnished by a governmental unit to the organization without charge..
6
Total. Add lines 1 through 5.
7a
Amounts included on lines 1, 2, and 3 received from disqualified persons...
b
Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.
c
Add lines 7a and 7b..
8
Public Support (Subtract line 7c from line 6.)
Section B. Total Support
Calendar year (or fiscal year beginning in)
(a) 2006
(b) 2007
(c) 2008
(d) 2009
(e) 2010
(f) Total
9
Amounts from line 6...
10a
Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..
b
Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.
c
Add lines 10a and 10b.
11
Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.
12
Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)
13
Total support (Add lines 9, 10c, 11 and 12.).
14
First Five Years
If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization,
check this box and stop here.............................................
Section C. Computation of Public Support Percentage
15
Public Support Percentage for 2010 (line 8 column (f) divided by line 13 column (f))
.........
15
16
Public support percentage from 2009 Schedule A, Part III, line 15
...............
16
Section D. Computation of Investment Income Percentage
17
Investment income percentage for 2010 (line 10c column (f) divided by line 13 column (f))
......
17
18
Investment income percentage from 2009 Schedule A, Part III, line 17
.............
18
19a
33 1/3% support tests—2010.
If the organization did not check the box on line 14, and line 15 is more than 33 1/3% and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization
..........
b
33 1/3% support tests—2009.
If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization
....
20
Private Foundation
If the organization did not check a box on line 14, 19a or 19b, check this box and see instructions
.....
Schedule A (Form 990 or 990-EZ) 2010
Schedule A (Form 990 or 990-EZ) 2010
Page 4
Part IV
Supplemental Information.
Supplemental Information. Complete this part to provide the explanation required by Part II, line 10; Part II, line 17a or 17b; or Part III, line 12. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
Explanation
Schedule A (Form 990 or 990-EZ) 2010
Additional Data
Software ID:
Software Version:
-
TIN:
SCHEDULE O (Form 990 or 990-EZ)
Department of the Treasury Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ
Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information.
Attach to Form 990 or 990-EZ.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
HAWAI'I ISLAND WORKFORCE & ECONOMIC DEVELOPMENT OHANA INC
Employer identification number
20-1550014
Identifier
Return Reference
Explanation
ORGANIZATION'S MISSION
FORM 990 - ORGANIZATION'S MISSION
TO PROMOTE WORKFORCE DEVELOPMENT IN THE COUNTY OF HAWAII AND THE STATE OF HAWAII. TO PROMOTE THE PURPOSES AND GOALS OF THE WORKFORCE INVESTMENT ACT OF 1998(29 USC SEC 2821,ET. AL.)AS AMENDED. TO PROMOTE EMPLOYMENT OPPORTUNITIES AND ECONOMIC DEVELOPMENT THROUGH WORKFORCE TRAINING AND EDUCATION IN THE COUNTY OF HAWAII, STATE OF HAWAII.
EXPLANATION ON VOLUNTEERS AND TYPES OF SERVICES OR BENEFITS
FORM 990, PAGE 1, PART I, LINE 6
BOARD OF DIRECTORS ARE UNPAID VOLUNTEERS GIVING SERVICE TO HIWEDO IN MONTHLY BOARD MEETINGS AND ARE AVAILABLE TO STAFF AND OTHER BOARD MEMBERS TO CARRY OUT THE OPERATIONS AND PROGRAMS OF HIWEDO. CONSULTANTS TO THE BOARD SERVICE IN AN UNPAID CAPACITY ARE WORKFORCE PROFESSIONALS, CORRECTIONS STAFF, EDUCATORS AND MEMBERS OF THE COMMUNITY.
ANY SIGNIFICANT NEW PROGRAM SERVICES NOT LISTED ON A PRIOR RETURN
FORM 990, PAGE 2, PART III, LINE 2
HIWEDO HAS SUCCESSFULLY COMPLETED THE WIA PROJECT GRANT OF REED ACT 2 A PROGRAM PARTNERSHIP WITH THE COUNTY OF HAWAII THE STATE OF HAWAII AND US DEPARTMENT OF LABOR. PROGRAMS INCLUDED THE SYSTEM AND CAPACITY, BUILDING OF WORKFORCE DEVELOPMENT TRAINING OF PERSONS IN HAWAII COUNTY. THIS GRANT ALSO INCLUDED FUNDS FOR TRANSPORTATION OF YOUTH TO MEETING SITES FOR WORKFORCE DEVELOPMENT AND MENTORING ACTIVITIES. THE GRANT EXTENDED THE ACTIVITIES FOR THE ISLANDS YOUTH AND FORMER INCARCERATED INDIVIDUALS TO HAVE MENTORING PROGRAMS IN ASSISTING FOR FURTHER EDUCATIONAL AND EMPLOYMENT ACTIVITIES.
ANY SIGNIFICANT CHANGES IN CONDUCT FOR PROGRAM SERVICES
FORM 990, PAGE 2, PART III, LINE 3
NEW PROGRAMS STARTED IN THE CURRENT YEAR HAVE INCLUDED A FEDERAL DEPT OF JUSTICE GRANT "SECOND CHANCE ACT" AND COUNTY OF HAWAII " GOING HOME PROJECT" THIS CONTINUES THE MENTORING PROGRAMS FOR THE FORMER INCARCERATED INDIVIDUALS. HIWEDO CONTINUES THE HUIANA, HIGH SCHOOL STUDENT INTERNSHIP AT VARIOUS WORK SITES.
FIRST ACHIEVEMENT DESCRIPTION
FORM 990, PAGE 2, PART III, LINE 4A
OUTREACH, AND LABOR POOL EXPANSION. REPLICATION & EXPANSION OF PROGRAMS FOR YOUTH AND EX-OFFENDERS KEY FEATURES/ACTIONS: 1. COLLABORATE WITH WDD, DOE, EMPLOYERS AND COMMUNITY PARTNERS TO EXPAND HUIANA BY INCLUDING ADDITIONAL SCHOOLS AND NEW POPULATIONS OF STUDENTS. 2. EXPAND THE GOING HOME PROGRAM IN WEST HAWAII. 3. DEVELOP ACTION AGENDAS, TRANSITION AND SUSTAINABILITY PLANS FOR HUIANA AND GOING HOME. 4. WORK WITH WDD AND COMMUNITY PARTNERS TO DEVELOP SUSTAINABILITY PLANS FOR NEW INITIATIVES DEVELOPED THROUGH THE COLLABORATION OF ECONOMIC DEVELOPMENT AND WORKFORCE DEVELOPMENT. 5. BUILD CAPACITY OF THE STAFF AND COMMUNITY PARTNERS BY PROVIDING INFORMATION ON RESOURCE DEVELOPMENT AND USE OF TECHNOLOGY FOR RESEARCH AND NETWORKING PURPOSES. 6.EVALUATE, STREAMLINE, REFINE AND/OR REVISE HUIANA STUDENT INTERNSHIP PROCEDURES AND EVALUATION PROCESS. 7.BUILD COLLABORATIVE NETWORK TO SUPPORT JOB READINESS INITIATIVES FOR YOUTH. 8.EVALUATE, REFINE AND/OR REVISE GOING HOME PROGRAM OPERATIONS AND MODEL. 9.DEVELOP MATERIALS, OPERATIONS MANUALS, WEBSITE AND OTHER INFORMATION TO PRESENT HUIANA AND GOING HOME AS REPLICABLE MODELS FOR OTHER COUNTIES IN THE STATE. 10.MEET WITH OTHER COUNTIES TO PRESENT THE MODELS. 11.WORK WITH EMPLOYERS AND WDD TO ESTABLISH A SYSTEM FOR ON-GOING RECRUITMENT OF FORMER RESIDENTS INTO JOB VACANCIES. 12.COLLABORATE IN THE DELIVERY OF EMPLOYER OUTREACH AND LABOR POOL EXPANSION PROGRAMS. 13.SELF-SUSTAINABILITY PLANS WILL IDENTIFY NEEDS, AND ASSESS RESOURCES AVAILABLE, INCLUDING PARTNERS' AND COMMUNITY'S CAPACITY TO PROVIDE SUPPORT. 14.HIWEDO EMPLOYS STAFF AND A GRANT WRITER (USING START-UP GRANT FUNDS FROM THE COUNTY OF HAWAII) TO BUILD COMMUNITY SUPPORT, CONDUCT FUNDRAISING ACTIVITIES AND APPLY FOR GRANTS TO SUSTAIN THE PROGRAMS.
SECOND ACHIEVEMENT DESCRIPTION
FORM 990, PAGE 2, PART III, LINE 4B
SPEAKERS AND TOPICS FOR CAPACITY BUILDING ACTIVITIES IN HAWAII COUNTY. 2.PROVIDE FUNDING FOR ATTENDANCE AT RELEVANT WORKSHOPS AND/OR CONFERENCES WITHIN THE STATE OF HAWAII. 3.ALL TRAVELERS ARE REQUIRED TO FILE REPORTS, INCLUDING ASSESSMENT OF NEW INITIATIVES AND/OR IMPROVEMENTS THAT CAN BE DELIVERED IN HAWAII COUNTY. 4.DELIVER WORKSHOP(S) IN HAWAII COUNTY. 5.HIWEDO EMPLOYS STAFF AND A GRANT WRITER (USING START-UP GRANT FUNDS FROM THE COUNTY OF HAWAII) TO BUILD COMMUNITY SUPPORT, CONDUCT FUNDRAISING ACTIVITIES AND APPLY FOR GRANTS.
THIRD ACHIEVEMENT DESCRIPTION
FORM 990, PAGE 2, PART III, LINE 4C
2. PROVIDE TRANSPORTATION FOR STUDENTS ENROLLED IN YOUTH PROGRAMS TO LOCATIONS WHERE THEY CAN ACCESS WORKFORCE INFORMATION SERVICES. 3. EXPLORE AND TEST MODELS TO DETERMINE THE MOST EFFECTIVE AND EFFICIENT METHOD TO PROVIDE TRANSPORTATION SUPPORT. 4.HIWEDO EMPLOYS STAFF AND A GRANT WRITER (USING START-UP GRANT FUNDS FROM THE COUNTY OF HAWAII) TO BUILD COMMUNITY SUPPORT, CONDUCT FUNDRAISING ACTIVITIES AND APPLY FOR GRANTS TO SUSTAIN THE PROGRAM.
ALL OTHER ACHIEVEMENTS DESCRIPTION
FORM 990, PAGE 2, PART III, LINE 4D
CONTINUE THE COLLABORATION AND PARTNERSHIPS WITH WORKFORCE AND ECONOMIC DEVELOPMENT AGENCIES TO SUPPORT WORKFORCE ISSUES IN THE COUNTY FROM TRANSPORTATION OF YOUTH, DEVELOP JOB READINESS, EMPLOYER OUTREACH AND LABOR POOL EXPANSION. PURSUE GRANTS AND FUNDING FROM PRIVATE SOUCES TO CONTINUE HUIANA, GOING HOME, DRUG COURT AND OTHER COMMUNITY AND WORKFORCE DEVELOPMENT ACTIVITIES.
OFFICERS WHO CANNOT BE REACHED
FORM 990, PAGE 6, PART VI, LINE 9
KIMO LEE JESSICA YAMAMOTO
ORGANIZATION'S PROCESS USED TO REVIEW FORM 990
FORM 990, PAGE 6, PART VI, LINE 11B
NO REVIEW WAS OR WILL BE CONDUCTED.
COMPENSATION PROCESS FOR TOP OFFICIAL
FORM 990, PAGE 6, PART VI, LINE 15A
EXECUTIVE DIRECTOR COMPARABLE DATA FROM INTERNET SITES AND HAWAII ALLIANCE OF NONPROFIT ORGANIZATION. LIST FROM JOB TYPE COUNTY OF HAWAII AND STATE OF HAWAII. SPECIAL COMMITTEE OF THE BOARD OF DIRECTORS AND DELIBERATION OF THE WHOLE BOARD OF DIRECTORS.
COMPENSATION PROCESS FOR OFFICERS
FORM 990, PAGE 6, PART VI, LINE 15B
OTHER OFFICERS AND BOARD MEMBERS ARE NOT COMPENSATED. NO EMPLOYEES COMPENSATED OVER 100,000 PER YEAR.
GOVERNING DOCUMENTS DISCLOSURE EXPLANATION
FORM 990, PAGE 6, PART VI, LINE 19
UPON WRITTEN REQUEST BY INTERESTED PARTIES TO HIWEDO OFFICERS, DIRECTORS OR ADMINISTRATIVE PERSONNEL A COPY OF TAX RETURNS AND POLICIES WILL BE PROVIDED FOR VIEWING AT THE OFFICES OF HIWEDO
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.