Attach to Form 990 or Form 990-EZ.
Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
| (i)Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 9 above (see instructions)) | (iv) Is the organization listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
| Total | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2011 | (b) 2012 | (c) 2013 | (d) 2014 | (e) 2015 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any unusual grants.) .... | 1,407,615 | 1,467,532 | 844,141 | 943,795 | 1,299,500 | 5,962,583 |
| 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.. | ||||||
| 4 | Total. Add lines 1 through 3 | 1,407,615 | 1,467,532 | 844,141 | 943,795 | 1,299,500 | 5,962,583 |
| 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).. | 4,100,766 | |||||
| 6 | Public support. Subtract line 5 from line 4. | 1,861,817 | |||||
Calendar year
(or fiscal year beginning in) ![]() |
(a) 2011 | (b) 2012 | (c) 2013 | (d) 2014 | (e) 2015 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | 1,407,615 | 1,467,532 | 844,141 | 943,795 | 1,299,500 | 5,962,583 |
| 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. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. | ||||||
| 11 | Total support. Add lines 7 through 10. | 5,962,583 | |||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2011 | (b) 2012 | (c) 2013 | (d) 2014 | (e) 2015 | (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.) | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2011 | (b) 2012 | (c) 2013 | (d) 2014 | (e) 2015 | (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 VI.) .. | ||||||
| 13 | Total support. (Add lines 9, 10c, 11, and 12.).. | ||||||
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
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| 1 | Net short-term capital gain | 1 | ||||
| 2 | Recoveries of prior-year distributions | 2 | ||||
| 3 | Other gross income (see instructions) | 3 | ||||
| 4 | Add lines 1 through 3 | 4 | ||||
| 5 | Depreciation and depletion | 5 | ||||
| 6 | Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) | 6 | ||||
| 7 | Other expenses (see instructions) | 7 | ||||
| 8 | Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) | 8 | ||||
| Section B - Minimum Asset Amount | (A) Prior Year |
(B) Current Year (optional) |
||||
| 1 | Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): | 1 | ||||
| a | Average monthly value of securities | 1a | ||||
| b | Average monthly cash balances | 1b | ||||
| c | Fair market value of other non-exempt-use assets | 1c | ||||
| d | Total (add lines 1a, 1b, and 1c) | 1d | ||||
| e |
Discount claimed for blockage or other factors (explain in detail in Part VI): |
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| 2 | Acquisition indebtedness applicable to non-exempt use assets | 2 | ||||
| 3 | Subtract line 2 from line 1d | 3 | ||||
| 4 | Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). | 4 | ||||
| 5 | Net value of non-exempt-use assets (subtract line 4 from line 3) | 5 | ||||
| 6 | Multiply line 5 by .035 | 6 | ||||
| 7 | Recoveries of prior-year distributions | 7 | ||||
| 8 | Minimum Asset Amount (add line 7 to line 6) | 8 | ||||
| Section C - Distributable Amount | Current Year | |||||
| 1 | Adjusted net income for prior year (from Section A, line 8, Column A) | 1 | ||||
| 2 | Enter 85% of line 1 | 2 | ||||
| 3 | Minimum asset amount for prior year (from Section B, line 8, Column A) | 3 | ||||
| 4 | Enter greater of line 2 or line 3 | 4 | ||||
| 5 | Income tax imposed in prior year | 5 | ||||
| 6 | Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) | 6 | ||||
| Section D - Distributions | Current Year | |
|---|---|---|
| 1 Amounts paid to supported organizations to accomplish exempt purposes | ||
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
||
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | ||
| 4 Amounts paid to acquire exempt-use assets | ||
| 5 Qualified set-aside amounts (prior IRS approval required) | ||
| 6 Other distributions (describe in Part VI). See instructions | ||
| 7Total annual distributions. Add lines 1 through 6. | ||
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
||
| 9 Distributable amount for 2015 from Section C, line 6 | ||
| 10 Line 8 amount divided by Line 9 amount | ||
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2015 |
(iii) Distributable Amount for 2015 |
|
|---|---|---|---|---|
|
1
Distributable amount for 2015 from Section C, line 6 |
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|
2
Underdistributions, if any, for years prior to 2015 (reasonable cause required--see instructions) |
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| 3 Excess distributions carryover, if any, to 2015: | ||||
| a | ||||
| b | ||||
| c | ||||
| d From 2013....... | ||||
| e From 2014....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2015 distributable amount | ||||
|
i
Carryover from 2010 not applied (see instructions) |
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| j Remainder. Subtract lines 3g, 3h, and 3i from 3f. | ||||
| 4Distributions for 2015 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2015 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from 4. | ||||
|
5
Remaining underdistributions for years prior to 2015, if any. Subtract lines 3g and 4a from line 2 (if amount greater than zero, see instructions) |
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|
6
Remaining underdistributions for 2015. Subtract lines 3h and 4b from line 1 (if amount greater than zero, see instructions) |
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|
7 Excess distributions carryover to 2016. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a | ||||
| b | ||||
| c Excess from 2013....... | ||||
| d From 2014....... | ||||
| e From 2015....... | ||||
| Facts And Circumstances Test |
|---|
| Return Reference | Explanation |
|---|---|
| part ii, section c, line 17a, facts and circumstances test: | BLUE PLANET FOUNDATION WAS ORGANIZED IN 2007 TO PROMOTE THE AWARENESS AND USE OF CLEAN ENERGY SOURCES. THE ORGANIZATION HAS BEEN IN OPERATION FOR APPROXIMATELY 8 YEARS, AND ALTHOUGH THE ORGANIZATION RELIES ON A SINGLE SUBSTANTIAL DONOR, IT HAS MADE SUBSTANTIAL PROGRESS AND IS CLOSE TO OBTAINING 33 1/3% OF ITS REVENUES FROM THE GENERAL PUBLIC. THIS HAS ENABLED THE ORGANIZATION TO CONTINUE OPERATING ITS EXEMPT PURPOSE PROGRAMS AND EVENTS THAT DIRECTLY BENEFIT THE GENERAL PUBLIC WHILE WORKING TO GROW ITS DONOR BASE. OVER THE COURSE OF THE PAST SIX YEARS, ITS PUBLIC SUPPORT PERCENTAGE HAS GROWN ON AN ANNUAL BASIS (ACHIEVING 46% IN 2015 AND 34.5% IN 2014), AND THE ORGANIZATION IS OPTIMISTIC IN ITS CONTINUED GROWTH SUPPORTED BY AN ENGAGED BOARD OF DIRECTORS AND AN INCREASED CAPACITY FOR FUNDRAISING. PERCENTAGE OF FINANCIAL SUPPORT AND SOURCES OF PUBLIC SUPPORT: THE ORGANIZATION IS A YOUNG ORGANIZATION THAT RELIES ON CHARITABLE CONTRIBUTIONS TO OPERATE ITS EXEMPT PURPOSE PROGRAMS. THE ORGANIZATION HAS WORKED TO PROMOTE ITS EXEMPT PURPOSE TO THE GENERAL PUBLIC AND GROW ITS DONOR BASE, WHICH HAS BEEN A DIFFICULT TASK DUE TO ONGOING ADVERSE ECONOMIC CONDITIONS. HOWEVER, THE ORGANIZATION WAS THE BENEFICIARY OF A DONOR WHOSE CONTRIBUTIONS EXCEEDED 2% OF ITS SUPPORT THAT HAS NOT BEEN INCLUDED IN ITS SUPPORT TEST, WHICH HAS ALSO RESULTED IN THE ORGANIZATION NOT MEETING ITS 33 1/3% SUPPORT TEST. THE ORGANIZATION'S DONOR BASE HAS GROWN ANNUALLY SINCE INCEPTION AND ITS REMAINING 31.23 (FIVE-YEAR AVERAGE) PUBLIC SUPPORT HAS BEEN GENERATED FROM THE CONTRIBUTIONS OF VARIOUS INDIVIDUALS, BUSINESSES, GOVERNMENT, AND OTHER PUBLICLY SUPPORTED CHARITABLE ORGANIZATIONS. SUCH DONORS INCLUDE THE SOLAR ENERGY AND CLEAN TRANSPORTATION COMPANIES, HAWAII ENERGY, THE ENERGY EXCELERATOR, HAWAII COMMUNITY FOUNDATION, U.S. DEPARTMENT OF ENERGY, BILL HEALY FOUNDATION, ULUPONO INITIATIVE, AND OTHER CHARITABLE FOUNDATIONS. GRANTS RECEIVED FROM HAWAII COMMUNITY FOUNDATION AND ULUPONO INITIATIVE REQUIRE REGULAR, RIGOROUS REPORTING ON THE ORGANIZATION'S PROGRESS. THE ORGANIZATION ALSO OBTAINED THE ASSISTANCE OF PROFESSIONALS TO ASSIST WITH DONOR CULTIVATION TO FURTHER IMPROVE ITS SUPPORT FROM INDIVIDUALS. REPRESENTATIVE GOVERNING BODY: THE ORGANIZATION'S BOARD OF DIRECTORS IS A DIVERSE GROUP THAT NOT ONLY REPRESENTS THE BROAD INTEREST OF THE GENERAL PUBLIC BUT ALSO BRINGS TO THE ORGANIZATION EXPERTISE FROM PUBLIC OFFICIALS, COMMUNITY LEADERS, AND INDUSTRY LEADERS IN THE FIELD OF RENEWABLE ENERGY. THE BOARD INCLUDES, AMONG OTHERS, A FORMER GOVERNOR OF THE STATE OF HAWAII, THE DEAN OF UNIVERSITY OF HAWAII'S ENGINEERING COLLEGE, A FORMER BANK CEO, AN OWNER OF A RENEWABLE ENERGY COMPANY, AN EXPERT IN RENEWABLE ENERGY, AND THE CHANCELLOR EMERITUS OF THE UNIVERSITY OF HAWAII. AVAILABILITY OF PUBLIC FACILITIES OR SERVICES: ON A CONTINUING BASIS, THE ORGANIZATION PROVIDES ENERGY EFFICIENCY ENGAGEMENT SERVICES TO THE GENERAL PUBLIC AND ONGOING EDUCATION PROGRAMS TO PUBLIC SCHOOLS AND OTHER ORGANIZATIONS. THESE PROGRAMS INCLUDE PRESENTATIONS, COMMUNITY EVENTS AND FORUMS, ONLINE CONTENT, AND EVENTS LIKE THE ANNUAL STUDENT ENERGY SUMMIT. THE ORGANIZATION HAS ALSO ORGANIZED BEHAVIORAL DEMAND RESPONSE PROGRAMS IN HAWAII TO HELP RESIDENTS CHANGE THEIR ENERGY CONSUMPTION HABITS AND OPERATES A CROWDFUNDING PROGRAM TO ENABLE ENERGY EFFICIENCY UPGRADES IN THE COMMUNITY. PLEASE REFER TO PAGE 2 OF THE FORM 990 FOR DETAILED INFORMATION REGARDING THE PROGRAMS. |
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Attach to Form 990 or 990-EZ.
Information about Schedule O (Form 990 or 990-EZ) and its instructions is at| Return Reference | Explanation |
|---|---|
| Form 990, Part VI, Section A, line 2 | Henk Rogers (President/Director) and Darren Kimura (Vice President/Director) have a business relationship. |
| Form 990, Part VI, Section A, line 8b | DURING THE TAX YEAR, THERE WERE NO COMMITTEES THAT HAD THE AUTHORITY TO ACT ON BEHALF OF THE BOARD OF DIRECTORS. |
| Form 990, Part VI, Section B, line 11 | A COPY OF THE FORM 990 IS INITIALLY REVIEWED BY THE PRESIDENT AND SUBSEQUENTLY PRESENTED TO THE BOARD OF DIRECTORS FOR FINAL APPROVAL PRIOR TO FILING. |
| Form 990, Part VI, Section B, line 12c | The conflict of interest policy applies to any interested persons (Persons who was in a position to exercise substantial influence over the organization at any time during the five year period ending on the date of the transaction, their family members and the entities in which they own more than 35% of the voting power of the entity). Interested persons have a duty to disclose potential conflicts and all directors and officers are required to review the conflict of interest policy and sign a related statement on an annual basis. Review of potential conflicts of interest are performed by the board of directors or a committee of the board of directors. Interested persons may not participate in the discussion or vote on the potential conflicts. |
| Form 990, Part VI, Section B, line 15 | compensation amounts are determined by the review of performance measures as well as through the comparison of market wages for similar positions in other organizations. This process is utilized for the executive director and administrator positions and was last reviewed on march 6, 2015. Directors and officers are to serve without compensation. |
| Form 990, Part VI, Section C, line 19 | Available upon request. |
| Form 990, Part IX, line 11g | Other: Program service expenses 0. Management and general expenses 17,591. Fundraising expenses 0. Total expenses 17,591. graphic design: Program service expenses 15,009. Management and general expenses 0. Fundraising expenses 0. Total expenses 15,009. video production: Program service expenses 4,280. Management and general expenses 0. Fundraising expenses 0. Total expenses 4,280. puc consultants: Program service expenses 45,540. Management and general expenses 0. Fundraising expenses 0. Total expenses 45,540. marketing consultant: Program service expenses 20,403. Management and general expenses 0. Fundraising expenses 0. Total expenses 20,403. educational curriculum developer: Program service expenses 7,000. Management and general expenses 0. Fundraising expenses 0. Total expenses 7,000. event planning: Program service expenses 3,745. Management and general expenses 0. Fundraising expenses 0. Total expenses 3,745. web development: Program service expenses 1,075. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,075. |
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