Form990


Department of the TreasuryInternal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
A For the 2024 calendar year, or tax year beginning 07-01-2024 , and ending 06-30-2025
BCheck if applicable:
CName of organization
Hawai'i Pacific Health
 
 
Doing business as
 
 
Number and street (or P.O. box if mail is not delivered to street address)
55 MERCHANT STREET 24TH FLOOR
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
HONOLULU, HI96813
D Employer identification number

99-0246363
E Telephone number

G Gross receipts $ 324,430,404
F Name and address of principal officer:
RAYMOND P VARA JR
55 MERCHANT STREET 24TH FLOOR
HONOLULU,HI96813
I
Tax-exempt status: (   ) (insert no.) or
J
Website:
HTTPS://WWW.HAWAIIPACIFICHEALTH.ORG/
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. See instructions.
H(c)
Group exemption number  
K Form of organization:  
L Year of formation: 1986
M State of legal domicile: HI
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: HAWAI'I PACIFIC HEALTH IS A NOT-FOR-PROFIT HEALTH CARE SYSTEM, AND ONE OF THE STATE'S LARGEST HEALTH CARE SYSTEMS AND PRIVATE EMPLOYERS. HAWAI'I PACIFIC HEALTH'S MISSION IS TO CREATE A HEALTHIER HAWAI'I.
2 Check this box
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 15
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 10
5 Total number of individuals employed in calendar year 2024 (Part V, line 2a) ...... 5 1,307
6 Total number of volunteers (estimate if necessary) ............. 6 12
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 7,514,096
b Net unrelated business taxable income from Form 990-T, Part I, line 11 ......... 7b 2,864,983
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 14,536,880 12,371,927
9 Program service revenue (Part VIII, line 2g) ......... 217,927,632 220,800,072
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 14,875,142 16,351,868
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 0 0
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 247,339,654 249,523,867
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 942,500 698,612
14 Benefits paid to or for members (Part IX, column (A), line 4).....   0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 142,301,831 155,007,999
16a Professional fundraising fees (Part IX, column (A), line 11e) ..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) 2,122,652    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 86,300,074 93,537,578
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 229,544,405 249,244,189
19 Revenue less expenses. Subtract line 18 from line 12....... 17,795,249 279,678
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 1,202,009,162 1,204,721,763
21 Total liabilities (Part X, line 26)............. 677,964,518 699,354,384
22 Net assets or fund balances. Subtract line 21 from line 20..... 524,044,644 505,367,379
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
Signature of officer Date
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name

Firm's EIN
Firm's address



Phone no.
May the IRS discuss this return with the preparer shown above? See Instructions. ..........
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y Form 990 (2024)
Form 990 (2024)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III..............
1
Briefly describe the organization’s mission: HAWAI'I PACIFIC HEALTH IS A NOT-FOR-PROFIT HEALTH CARE SYSTEM, AND ONE OF THE STATE'S LARGEST HEALTH CARE SYSTEMS AND PRIVATE EMPLOYERS. HAWAI'I PACIFIC HEALTH'S MISSION IS TO CREATE A HEALTHIER HAWAI'I.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? .....................
If "Yes," describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program
services? ...........................
If "Yes," describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 131,209,837 including grants of $ 698,612 ) (Revenue $ 220,800,072 )
SEE SCHEDULE O
4b (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4c (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4d Other program services (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $   )
4e Total program service expenses131,209,837
Form 990 (2024)
Form 990 (2024)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule AClick to see attachment
List of Attached Documents:
// Content
.....................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors? See instructions. Click to see attachment
List of Attached Documents:
// Content
...
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part I.............
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part IIClick to see attachment
List of Attached Documents:
// Content
.........
4
Yes
 
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Rev. Proc. 98-19? If "Yes," complete Schedule C, Part IIIClick to see attachment
List of Attached Documents:
// Content
..
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part I.........................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part II....
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes,"
complete Schedule D, Part IIIClick to see attachment
List of Attached Documents:
// Content
..............
8
Yes
 
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IV..............
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi endowments? If "Yes," complete Schedule D, Part VClick to see attachment
List of Attached Documents:
// Content
......
10
Yes
 
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X, as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10? If "Yes," complete
Schedule D, Part VI. Click to see attachment
List of Attached Documents:
// Content
...................
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIClick to see attachment
List of Attached Documents:
// Content
.......
11b
Yes
 
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIII.......
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IXClick to see attachment
List of Attached Documents:
// Content
............
11d
Yes
 
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part XClick to see attachment
List of Attached Documents:
// Content
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part XClick to see attachment
List of Attached Documents:
// Content
11f
Yes
 
12a
Did the organization obtain separate, independent audited financial statements for the tax year? If "Yes," complete
Schedule D, Parts XI and XII......................
12a
 
No
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment
List of Attached Documents:
// Content
12b
Yes
 
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States? .....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV.........Click to see attachment
List of Attached Documents:
// Content
14b
Yes
 
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV.....
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV...
16
 
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I. See instructions. ....
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............
18
 
No
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III...................
19
 
No
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....
20a
 
No
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
 
 
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.....Click to see attachment
List of Attached Documents:
// Content
21
Yes
 
Form 990 (2024)
Form 990 (2024)
Page 4
Part IV
Checklist of Required Schedules (continued)
Yes
No
22
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........
22
 
No
23
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5, about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J....................... Click to see attachment
List of Attached Documents:
// Content
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a...............Click to see attachment
List of Attached Documents:
// Content
24a
Yes
 
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
No
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds? ...............
24c
 
No
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
No
25a
Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I ....
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I.......................
25b
 
No
26
Did the organization report any amount on Part X, line 5 or 22 for receivables from or payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part II...........
26
 
No
27
Did the organization provide a grant or other assistance to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or employee thereof, a grant selection committee member, or to a 35% controlled entity (including an employee thereof) or family member of any of these persons?
If "Yes," complete
Schedule L, Part III.........................
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see the Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, key employee, creator or founder, or substantial contributor? If "Yes," complete Schedule L, Part IV......................
28a
 
No
b
A family member of any individual described in line 28a? If "Yes," complete Schedule L, Part IV.....
28b
 
No
c
A 35% controlled entity of one or more individuals and/or organizations described in line 28a or 28b? If "Yes," complete Schedule L, Part IV.....................
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..
29
 
No
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M .................
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N, Part I
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II........................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I............Click to see attachment
List of Attached Documents:
// Content
33
Yes
 
34
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1.........................Click to see attachment
List of Attached Documents:
// Content
34
Yes
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
Yes
 
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2 ...Click to see attachment
List of Attached Documents:
// Content
35b
Yes
 
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2.............
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VI
37
 
No
38
Did the organization complete Schedule O and provide explanations on Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V...........
Yes
No
1a
Enter the number reported in box 3 of Form 1096. Enter -0- if not applicable ..
1a
691
b
Enter the number of Forms W-2G included on line 1a. Enter -0- if not applicable .
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
Form 990 (2024)
Form 990 (2024)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance (continued)
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................
2a
1,307
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
Yes
 
b
If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...
3b
Yes
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)? ..
4a
 
No
b
If "Yes," enter the name of the foreign country:
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? ..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions? ...
6a
 
No
b
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible? ......................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor? ....................
7a
 
No
b
If "Yes," did the organization notify the donor of the value of the goods or services provided? .....
7b
 
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282? .........................
7c
 
No
d
If "Yes," indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required? ......................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C? ..........................
7h
 
 
8
Sponsoring organizations maintaining donor advised funds. Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? ........
8
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
Did the sponsoring organization make any taxable distributions under section 4966?........
9a
 
 
b
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?...
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources. (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If "Yes," enter the amount of tax-exempt interest received or accrued during the year.
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state? .........
Note. See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....
13b
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
15
Is the organization subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or excess parachute payment(s) during the year? ....................
If "Yes," see the instructions and file Form 4720, Schedule N.
15
Yes
 
16
Is the organization an educational institution subject to the section 4968 excise tax on net investment income? ..
If "Yes," complete Form 4720, Schedule O.
16
 
No
17
Section 501(c)(21) organizations. Did the trust, or any disqualified or other person engage in any activities that would result in the imposition of an excise tax under section 4951, 4952, or 4953? ..
If "Yes," complete Form 6069.
17
 
 
Form 990 (2024)
Form 990 (2024)
Page 6
Part VI
Governance, Management, and Disclosure. For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response or note to any line in this Part VI..............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year
1a
15
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent
1b
10
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
Yes
 
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? .
4
Yes
 
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
 
No
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
 
No
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
 
No
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .......................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
 
No
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
Yes
 
b
Describe on Schedule O the process, if any, used by the organization to review this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If "No," go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe on Schedule O how this was done...................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes" to line 15a or 15b, describe the process on Schedule O. See instructions.
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
 
No
b
If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
No
Section C. Disclosure
17
List the states with which a copy of this Form 990 is required to be filed
CA , HI
18
Section 6104 requires an organization to make its Form 1023 (1024 or 1024-A, if applicable), 990, and 990-T (section 501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, address, and telephone number of the person who possesses the organization's books and records:
KERIANN ERNST55 MERCHANT STREET 24TH FLOOR   HONOLULU,HI96813 (808) 535-7890
Form 990 (2024)
Form 990 (2024)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line in this Part VII..............
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See the instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (box 5 of Form W-2, box 6 of Form 1099-MISC, and/or box 1 of Form 1099-NEC) of more than $100,000 from the organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

See the instructions for the order in which to list the persons above.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A)
Name and title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W-2/1099-MISC/1099-NEC) 		(E)
Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) KEITH MATSUMOTO MD......................................................................
BOARD OF DIRECTOR (PART YEAR)
 0.4
.................
0.0 		X   X       0 0 0
(2) Raymond P Vara Jr......................................................................
Board of Director, President & CEO
 50.2
.................
11.9 		X   X       3,043,387 0 2,402,439
(3) Richard Wacker......................................................................
Board of Director, Chair
 0.4
.................
0 		X   X       0 0 0
(4) Dawn Miura MD......................................................................
Board of Director
 0.4
.................
40.2 		X           4,688 288,223 15,602
(5) Dennis Francis......................................................................
Board of Director
 0.4
.................
0.2 		X           0 0 0
(6) Elisia Flores......................................................................
Board of Director
 0.4
.................
0 		X           0 0 0
(7) John Jack K Tsui......................................................................
Board of Director, Emeritus - non voting
 0.0
.................
0 		X           0 0 0
(8) Kathryn Inouye......................................................................
Board of Director
 0.4
.................
0 		X           0 0 0
(9) Katsuya Andy Iizuka MD......................................................................
Board of Director
 0.4
.................
40.0 		X           0 304,526 36,878
(10) Mark Yamakawa......................................................................
Board of Director
 0.4
.................
0.3 		X           0 0 0
(11) Michael Yamane......................................................................
Board of Director
 0.4
.................
0.2 		X           0 0 0
(12) Richanne Lam......................................................................
Board of Director
 0.4
.................
0.1 		X           0 0 0
(13) Robert Wotring II MD......................................................................
Board of Director
 0.4
.................
40.4 		X           0 336,557 21,428
(14) Stephen Lin MD......................................................................
Board of Director
 0.4
.................
0 		X           0 0 0
(15) Tad Jackson MD......................................................................
Board of Director
 0.4
.................
0 		X           0 0 0
(16) Todd Miller MD......................................................................
Board of Director
 0.4
.................
40.2 		X           0 751,076 22,497
(17) Trinette Kaui......................................................................
Board of Director
 0.4
.................
0.2 		X           0 0 0
Form 990 (2024)
Form 990 (2024)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W-2/1099-MISC/1099-NEC) 		(E)
Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(18) Amy Thomas RN........................................................................
System Chief Nursing Executive
 40.0
.......................0 		    X       272,787 0 55,843
(19) Arthur Gladstone........................................................................
EVP & CSO
 30.0
.......................25.0 		    X       925,130 0 456,766
(20) Carrie Ann Tsutsui........................................................................
VP & Controller
 18.1
.......................30.3 		    X       325,583 0 88,491
(21) Charles R Ching........................................................................
EVP, General Counsel & Secretary
 26.1
.......................13.9 		    X       822,744 0 397,894
(22) Claire Tong........................................................................
VP
 13.0
.......................27.0 		    X       162,327 0 42,665
(23) David Okabe........................................................................
EVP, CFO & Treasurer
 31.0
.......................19.0 		    X       1,305,584 0 568,803
(24) David Stumbaugh........................................................................
VP
 4.0
.......................36.0 		    X       346,794 0 106,754
(25) David Underriner........................................................................
EVP (part year)
 10.0
.......................30.0 		    X       1,018,549 0 375,272
(26) Dawn Dunbar........................................................................
SVP
 9.5
.......................35.5 		    X       459,578 0 133,114
(27) Dean Tateyama........................................................................
VP
 21.9
.......................18.1 		    X       326,450 0 47,152
(28) Douglas Kwock MD........................................................................
VP
 4.0
.......................36.0 		    X       563,911 0 134,462
(29) James Lin MD........................................................................
VP
 45.1
.......................2.6 		    X       367,457 0 110,369
(30) Jan Boivin........................................................................
SVP
 38.4
.......................12.6 		    X       212,332 0 9,721
(31) Jennie Chahanovich........................................................................
EVP
 1.5
.......................55.0 		    X       737,536 0 329,800
(32) Jessica Lewis........................................................................
Assistant Corporate Secretary
 17.0
.......................23.0 		    X       190,855 0 47,962
(33) John McNamara........................................................................
SVP & CMO (part year)
 13.0
.......................27.0 		    X       476,990 0 120,553
(34) Katie Shigemitsu........................................................................
Compliance Officer
 13.5
.......................26.5 		    X       248,126 0 35,368
(35) Keoki Clemente........................................................................
Compliance Officer
 16.0
.......................24.0 		    X       182,524 0 46,630
(36) Leslie Chun MD........................................................................
EVP
 6.0
.......................54.0 		    X       930,474 0 441,620
(37) Lorrie-Ann Luke........................................................................
VP
 27.5
.......................14.0 		    X       337,450 0 104,800
(38) Louise Fukumoto........................................................................
VP
 14.0
.......................26.0 		    X       317,587 0 89,707
(39) Michael Robinson........................................................................
VP
 49.1
.......................0.9 		    X       396,265 0 93,346
(40) Peter Lewis........................................................................
VP & Chief Information Security Officer
 36.8
.......................3.2 		    X       371,348 0 27,754
(41) Reina France Graves........................................................................
Privacy Officer
 21.6
.......................18.4 		    X       161,130 0 43,657
(42) Shilpa Patel MD........................................................................
SVP & CQO
 24.3
.......................16.2 		    X       540,119 0 142,995
(43) Steven Robertson........................................................................
EVP & CIO
 36.0
.......................16.5 		    X       837,344 0 416,252
(44) Troy Branstetter........................................................................
VP
 10.5
.......................47.5 		    X       362,848 0 85,817
(45) Warren Chaiko........................................................................
SVP
 4.0
.......................36.0 		    X       442,278 0 135,712
(46) William Burke........................................................................
VP
 24.0
.......................28.0 		    X       344,107 0 100,289
(47) Gidget Ruscetta RN........................................................................
COO - KMCWC
 5.0
.......................45.0 		        X   571,353 0 112,747
(48) Gloria Brooks........................................................................
COO - PMMC
 1.0
.......................39.0 		        X   395,211 0 99,596
(49) Matthew Sasaki........................................................................
VP - HHP
 40.0
.......................0 		        X   394,438 0 34,733
(50) Terence Young........................................................................
VP
 8.0
.......................52.0 		        X   534,768 0 104,265
(51) Travis Clegg........................................................................
COO-SCH
 0.0
.......................50.0 		        X   471,478 0 119,150
(52) Sunshine Topping........................................................................
Former Officer
 0.0
.......................0.0 		          X 276,869 0 102,844
1b Sub-Total..............
c Total from continuation sheets to Part VII, Section A..
d Total (add lines 1b and 1c)......... 19,678,399 1,680,382 7,861,747
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization 413
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............
3
Yes
 
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such
individual...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address 		(B)
Description of services 		(C)
Compensation
CLINICAL LABORATORIES OF HAWAII LLP

MAILCODE NUMBER 60300
PO BOX 1300
HONOLULU,HI968071300 		MEDICAL SERVICES 30,817,087
PROLINK HEALTHCARE LLC

4600 MONTGOMERY RD STE 300
CINCINNATI,OH45212 		STAFFING SERVICES 27,837,882
HAWAIIAN DREDGING CONSTRUCTION

PO BOX 4088
HONOLULU,HI968124088 		CONSTRUCTION SERVICES 27,645,330
SODEXO INC AND AFFILIATES

9801 WASHINGTONIAN BLVD
GAITHERSBURG,MD20878 		FOOD & ENVIRONMENT SERVICES 12,801,123
TRELLIS RX LLC

655 METRO PL STE 450
DUBLIN,OH43017 		MEDICAL SERVICES 10,974,487
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization 273
Form 990 (2024)
Form 990 (2024)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII.............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512 - 514
Contributions, Gifts, Grants, and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues..1b  
c Fundraising events..1c  
d Related organizations1d 65,859
e Government grants (contributions)1e 11,903,593
f All other contributions, gifts, grants, and similar amounts not included above1f 402,475
g Noncash contributions included in lines 1a - 1f:$ 1g  
h Total. Add lines 1a-1f....... 12,371,927
Program Service RevenueAmt Business Code
2a Admin/Mgmt Services 560000 216,668,057 214,640,411 2,027,646  
b HAWAI'I HEALTH PARTNERS 561000 3,677,686 3,677,686    
c GRANT AND CLINICAL TRIALS 621500 73,459 73,459    
d NET PATIENT REVENUE 624190 380,870 380,870    
e
f All other program service revenue. 0 0 0 0
g Total. Add lines 2a–2f ..... 220,800,072
OtherAmtRevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ...... 6,092,815   5,486,450 606,365
4 Income from investment of tax-exempt bond proceeds        
5 Royalties...........        
(i) Real (ii) Personal
6a Gross rents 6a    
b Less: rental expenses 6b    
c Rental income or (loss) 6c 0 0
d Net rental income or (loss).......        
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 7a 85,165,590  
b Less: cost or other basis and sales expenses 7b 74,906,537  
c Gain or (loss) 7c 10,259,053 0
d Net gain or (loss)......... 10,259,053     10,259,053
8a Gross income from fundraising events (not including $   of contributions reported on line 1c). See Part IV, line 18 ....
8a  
b Less: direct expenses ... 8b  
c Net income or (loss) from fundraising events..      
9a Gross income from gaming activities.
See Part IV, line 19 ...
9a  
b Less: direct expenses ... 9b  
c Net income or (loss) from gaming activities..        
10a Gross sales of inventory, less
returns and allowances ..
10a  
b Less: cost of goods sold .. 10b  
c Net income or (loss) from sales of inventory..        
OtherRevenueMiscAmt
Business Code
11a            
b            
c            
d All other revenue .... 0 0 0 0
e Total. Add lines 11a–11d ...... 0
12 Total revenue. See instructions..... 249,523,867 218,772,426 7,514,096 10,865,418
Form 990 (2024)
Form 990 (2024)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).Check if Schedule O contains a response or note to any line in this Part IX..............
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII. 		(A)
Total expenses 		(B)
Program service expenses 		(C)
Management and general expenses 		(D)
Fundraising
expenses
1 Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 .... 698,612 698,612
2 Grants and other assistance to domestic individuals. See Part IV, line 22 ...........    
3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. .............    
4 Benefits paid to or for members .......    
5 Compensation of current officers, directors, trustees, and key employees ........... 16,549,059 11,584,341 4,964,718  
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ......... 192,351   192,351  
7 Other salaries and wages........ 109,653,618 49,114,280 58,998,920 1,540,418
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 8,144,624 5,105,197 2,982,096 57,331
9 Other employee benefits ....... 12,168,478 7,444,173 4,449,719 274,586
10 Payroll taxes ........... 8,299,869 4,555,255 3,625,236 119,378
11 Fees for services (non-employees):        
a Management ......        
b Legal ......... 4,223,582 374 4,223,208  
c Accounting ........... 309,124   309,124  
d Lobbying ........... 57,600 0 57,600  
e Professional fundraising services. See Part IV, line 17    
f Investment management fees ...... 1,211,154   1,211,154  
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) 17,223,348 4,587,778 12,634,243 1,327
12 Advertising and promotion .... 3,789,048 20,707 3,768,341  
13 Office expenses ....... 255,407 135,612 119,795  
14 Information technology ...... 26,424,508 17,183,205 9,241,303  
15 Royalties ..        
16 Occupancy ........... 4,561,798 2,742,640 1,819,158  
17 Travel ............ 790,933 334,929 454,098 1,906
18 Payments of travel or entertainment expenses for any federal, state, or local public officials .        
19 Conferences, conventions, and meetings .... 92,062 35,384 56,678  
20 Interest ........... 2,769,670 2,712,633 57,037  
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization .. 10,043,840 9,917,663   126,177
23 Insurance ... 219,446   219,446  
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a PROGRAM SERVICE EXPENDITURES 12,438,189 12,438,189    
b OTHER PURCHASES 1,520,350 538,874 981,476  
c BANK SERVICE FEES 1,507,922 648,048 859,874  
d UBI TAXES 586,464 0 586,464  
e All other expenses 5,513,133 1,411,943 4,099,661 1,529
25 Total functional expenses. Add lines 1 through 24e 249,244,189 131,209,837 115,911,700 2,122,652
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here if following SOP 98-2 (ASC 958-720).        
Form 990 (2024)
Form 990 (2024)
Page 11
Part X
Balance Sheet
Check if Schedule O contains a response or note to any line in this Part IX..............
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash–non-interest-bearing ........   1  
2 Savings and temporary cash investments ......... 133,266,051 2 131,548,564
3 Pledges and grants receivable, net ...... 2,230,855 3 1,363,476
4 Accounts receivable, net ............. 259,887 4 240,669
5 Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
0 5 0
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
0 6 0
7 Notes and loans receivable, net ...........   7  
8 Inventories for sale or use ............   8  
9 Prepaid expenses and deferred charges ...... 9,614,796 9 11,488,288
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 174,033,722
b Less: accumulated depreciation 10b 116,516,409 56,591,094 10c 57,517,313
11 Investments—publicly traded securities . 177,399,300 11 153,029,294
12 Investments—other securities. See Part IV, line 11 ..... 555,106,821 12 569,562,849
13 Investments—program-related. See Part IV, line 11 .. 4,800,000 13 7,500,000
14 Intangible assets ...............   14  
15 Other assets. See Part IV, line 11 ........... 262,740,358 15 272,471,310
16 Total assets. Add lines 1 through 15 (must equal line 33)... 1,202,009,162 16 1,204,721,763
Liabilities 17 Accounts payable and accrued expenses ..... 48,439,074 17 62,187,440
18 Grants payable ...   18  
19 Deferred revenue .........   19  
20 Tax-exempt bond liabilities ......... 367,554,916 20 358,605,572
21 Escrow or custodial account liability. Complete Part IV of Schedule D   21  
22 Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
0 22 0
23 Secured mortgages and notes payable to unrelated third parties .. 95,434,245 23 91,805,290
24 Unsecured notes and loans payable to unrelated third parties ..   24  
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D 166,536,283 25 186,756,082
26 Total liabilities. Add lines 17 through 25.. 677,964,518 26 699,354,384
Net Assets or Fund Balance Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27 Net assets without donor restrictions .......... 501,359,965 27 481,876,564
28 Net assets with donor restrictions ........... 22,684,679 28 23,490,815
Organizations that do not follow FASB ASC 958, check here right arrow and complete lines 29 through 33.
29 Capital stock or trust principal, or current funds .....   29  
30 Paid-in or capital surplus, or land, building or equipment fund ...   30  
31 Retained earnings, endowment, accumulated income, or other funds   31  
32 Total net assets or fund balances ........... 524,044,644 32 505,367,379
33 Total liabilities and net assets/fund balances ........ 1,202,009,162 33 1,204,721,763
Form 990 (2024)
Form 990 (2024)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
249,523,867
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
249,244,189
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
279,678
4
Net assets or fund balances at beginning of year (must equal Part X, line 32, column (A)) ..
4
524,044,644
5
Net unrealized gains (losses) on investments ...............
5
39,922,680
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
-58,879,623
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 32, column (B))
10
505,367,379
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line in this Part XII.............
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain on
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
 
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Uniform Guidance, 2 C.F.R. Part 200, Subpart F?
3a
Yes
 
b
If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.
3b
Yes
 
Form 990 (2024)
Form 990 (2024)
Additional Data


Software ID: 24020961
Software Version: 2024v5.1
Form 990, Special Condition Description:
Special Condition Description
SCHEDULE A
(Form 990)

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.
right arrow Attach to Form 990 or Form 990-EZ.
right arrow Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public
Inspection
Name of the organization
Hawai'i Pacific Health
 
Employer identification number

99-0246363
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 12, check only one box.)
1
2
3
4
5
6
7
8
9
10
11
12
a
b
c
d
e
f
Enter the number of supported organizations ...............................7
g
Provide the following information about the supported organization(s).
(i) Name of supported organization (ii) EIN (iii) Type of organization (described on lines 1- 10 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
(A) KAUA'I MEDICAL CLINIC
  		990326099 3 Yes   142 0
(B) KAPI'OLANI MEDICAL CENTER FOR WOMEN & CHILDREN
  		990177350 3 Yes   0 0
(C) WILCOX MEMORIAL HOSPITAL
  		990074365 3 Yes   0 0
(D) PALI MOMI MEDICAL CENTER
  		990274038 3 Yes   0 0
(E) STRAUB CLINIC & HOSPITAL
  		912151670 3 Yes   0 0
(F) KAPI'OLANI MEDICAL SPECIALISTS
  		990322406 3 Yes   144,320,751 0
(G) ACADEMY FOR HEALTHCARE INNOVATION
  		334642134 2 Yes   200,000 0
Total
7
 144,520,893 0
For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.
Cat. No. 11285F
Schedule A (Form 990) 2024

Schedule A (Form 990) 2024
Page 2
Part II
Support Schedule for Organizations Described in Sections 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 failed to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2020 (b) 2021 (c) 2022 (d) 2023 (e) 2024 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") ..            
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            
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.  
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2020 (b) 2021 (c) 2022 (d) 2023 (e) 2024 (f) Total
7 Amounts from line 4..            
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  
12
12
 
13
First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here ........................................right arrow
Section C. Computation of Public Support Percentage
14
14
 
15
15
 
16a
33 1/3% support test—2024. 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 .......................right arrow
b
33 1/3% support test—2023. If the organization did not check a 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 ..................... right arrow
17a
10%-facts-and-circumstances test—2024. 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 VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow
b
10%-facts-and-circumstances test—2023. 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 VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow
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 ..................................................... right arrow
Schedule A (Form 990) 2024

Schedule A (Form 990) 2024
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 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) right arrow (a) 2020 (b) 2021 (c) 2022 (d) 2023 (e) 2024 (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) right arrow (a) 2020 (b) 2021 (c) 2022 (d) 2023 (e) 2024 (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 on 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.)..            
14
First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here................................................. right arrow
Section C. Computation of Public Support Percentage
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
33 1/3% support tests-2024. 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 ....... right arrow
b
33 1/3 % support tests—2023. 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 ..... right arrow
20
Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions .... right arrow
Schedule A (Form 990) 2024

Schedule A (Form 990) 2024
Page 4
Part IV
Supporting Organizations
(Complete only if you checked a box on line 12 of Part I. If you checked box 12a, of Part I, complete Sections A and B. If you checked box 12b, of Part I, complete Sections A and C. If you checked box 12c, of Part I, complete Sections A, D, and E. If you checked box12d, of Part I, complete Sections A and D, and complete Part V.)
Section A. All Supporting Organizations
Yes
No
1
Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.
1
Yes
 
2
Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).
2
 
No
3a
Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer lines 3b and 3c below.
3a
 
No
b
Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.
3b
 
 
c
Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.
3c
 
 
4a
Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked box 12a or 12b in Part I, answer lines 4b and 4c below.
4a
 
No
b
Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.
4b
 
 
c
Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.
4c
 
 
5a
Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer lines 5b and 5c below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).
5a
Yes
 
b
Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?
5b
 
 
c
Substitutions only. Was the substitution the result of an event beyond the organization's control?
5c
 
 
6
Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.
6
Yes
 
7
Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990) .
7
 
No
8
Did the organization make a loan to a disqualified person (as defined in section 4958) not described on line 7? If “Yes,” complete Part I of Schedule L (Form 990).
8
 
No
9a
Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons, as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.
9a
 
No
b
Did one or more disqualified persons (as defined on line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.
9b
 
No
c
Did a disqualified person (as defined on line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.
9c
 
No
10a
Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.
10a
 
No
b
Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).
10b
 
 
Schedule A (Form 990) 2024

Schedule A (Form 990) 2024
Page 5
Part IV
Supporting Organizations (continued)
Yes
No
11
Has the organization accepted a gift or contribution from any of the following persons?
a
A person who directly or indirectly controls, either alone or together with persons described on lines 11b and 11c below, the governing body of a supported organization?
11a
 
No
b
A family member of a person described on 11a above?
11b
 
No
c
A 35% controlled entity of a person described on line 11a or 11b above? If “Yes” to 11a, 11b, or 11c, provide detail in Part VI.
11c
 
No
Section B. Type I Supporting Organizations
Yes
No
1
Did the officers, directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.
1
 
 
2
Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.
2
 
 
Section C. Type II Supporting Organizations
Yes
No
1
Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).
1
 
 
Section D. All Type III Supporting Organizations
Yes
No
1
Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?
1
Yes
 
2
Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).
2
Yes
 
3
By reason of the relationship described in line 2 above, did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.
3
Yes
 
Section E. Type III Functionally-Integrated Supporting Organizations
1
Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):
a
b
c
2
Activities Test. Answer lines 2a and 2b below.
Yes
No
a
Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.
2a
 
 
b
Did the activities described on line 2a, above constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.
2b
 
 
3
Parent of Supported Organizations. Answer lines 3a and 3b below.
a
Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations?If "Yes" or "No", provide details in Part VI.
3a
Yes
 
b
Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.
3b
Yes
 
Schedule A (Form 990) 2024

Schedule A (Form 990) 2024
Page 6
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations
1
Section A - Adjusted Net Income (A) Prior Year (B) Current Year
(optional)
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):  
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 0.015 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 0.035 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  
7
Schedule A (Form 990) 2024

Schedule A (Form 990) 2024
Page 7
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations(continued)
Section D - Distributions Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes 1  
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in
excess of income from activity 		2  
3 Administrative expenses paid to accomplish exempt purposes of supported organizations 3  
4 Amounts paid to acquire exempt-use assets 4  
5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI) 5  
6 Other distributions (describe in Part VI). See instructions 6  
7Total annual distributions. Add lines 1 through 6. 7  
8 Distributions to attentive supported organizations to which the organization is responsive (provide
details in Part VI). See instructions 		8  
9 Distributable amount for 2024 from Section C, line 6 9  
10 Line 8 amount divided by Line 9 amount 10  
Section E - Distribution Allocations (see instructions) (i)
Excess Distributions 		(ii)
Underdistributions
Pre-2024 		(iii)
Distributable
Amount for 2024
1 Distributable amount for 2024 from Section C, line 6  
2 Underdistributions, if any, for years prior to 2024 (reasonable cause required-- explain in Part VI).
See instructions.		  
3 Excess distributions carryover, if any, to 2024:
a From 2019.......  
b From 2020.......  
c From 2021.......  
d From 2022.......  
e From 2023.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2024 distributable amount  
i Carryover from 2019 not applied (see
instructions) 		 
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f.  
4Distributions for 2024 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2024 distributable amount  
c Remainder. Subtract lines 4a and 4b from line 4.  
5 Remaining underdistributions for years prior to
2024, if any. Subtract lines 3g and 4a from line 2.
If the amount is greater than zero, explain in Part VI.
See instructions. 		 
6 Remaining underdistributions for 2024. Subtract
lines 3h and 4b from line 1. If the amount is greater
than zero, explain in Part VI. See instructions. 		 
7 Excess distributions carryover to 2025. Add lines
3j and 4c. 		 
8 Breakdown of line 7:
a Excess from 2020.....  
b Excess from 2021.....  
c Excess from 2022.....  
d Excess from 2023.....  
e Excess from 2024.....  
Schedule A (Form 990) (2024)

Schedule A (Form 990) 2024
Page 8
Part VI
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Return Reference Explanation
Schedule A, Part I, Line 12g(vi) SUPPORTED ORGANIZATIONS HAWAI'I PACIFIC HEALTH ('HPH') IS THE SOLE MEMBER OF THE SUPPORTED ORGANIZATIONS AND HAS THE RIGHT TO PARTICIPATE IN THE SUPPORTED ORGANIZATIONS' GOVERNANCE WITH THE RIGHT TO ELECT THE MEMBERS OF THE GOVERNING BODY AND/OR APPROVE SIGNIFICANT DECISIONS OF THE SUPPORTED ORGANIZATIONS' GOVERNING BOARD.
Schedule A, Part IV, Section A, Line 5a Added, Substituted, or Removed Sup. Org. In tax year 2024, Hawaii Pacific Health added one supported organization- Academy for Healthcare Innovation ("AHI"), FEIN: 33-4642134. The supported organization addition was completed in accordance with HPH's governing documents, and approved by the board of directors on March 27, 2025. AHI was added as part of the HPH healthcare system in its mission to create a healthier Hawai'i. Like HPH's other supported organizations, HPH is AHI's sole member with the right to elect members of the governing body and / or approve significant decisions of the AHI governing board.
Schedule A, Part IV, Section A, Line 6 Support to other supported orgs HAWAI'I PACIFIC HEALTH'S DONATIONS COMMITTEE REVIEWS AND APPROVES DONATIONS TO 501(C)(3) ORGANIZATIONS ON BEHALF OF ITS SUPPORTED ORGANIZATIONS.
Schedule A, Part IV, Section D, Line 3 Supp. Org. Have Significant Voice In Investment Policies FIVE BOARD MEMBERS OF HAWAI'I PACIFIC HEALTH ('HPH') ALSO SERVE AS DIRECTORS FOR THE SUPPORTED ORGANIZATIONS. THEREFORE, HPH'S SUPPORTED ORGANIZATIONS HAD A SIGNIFICANT VOICE IN THE INVESTMENT POLICIES AND IN DIRECTING THE USE OF THE ORGANIZATION'S INCOME OR ASSETS AT ALL TIMES DURING THE YEAR.
Schedule A, Part IV, Section E, Line 3a Organization have the power to regularly appoint or elect a HAWAI'I PACIFIC HEALTH ('HPH') IS THE SOLE MEMBER WITH THE RIGHT TO ELECT THE MEMBERS OF THE GOVERNING BOARD AND/OR APPROVE SIGNIFICANT DECISIONS OF THE GOVERNING BOARD FOR EACH OF ITS SUPPORTED ORGANIZATIONS.
Schedule A, Part IV, Section E, Line 3b Substantial Direction Over Policies/Programs/Activities HAWAI'I PACIFIC HEALTH ('HPH') IS THE SOLE MEMBER OF THE SUPPORTED ORGANIZATIONS AND HAS THE RIGHT TO PARTICIPATE IN THE SUPPORTED ORGANIZATIONS' GOVERNANCE WITH THE RIGHT TO ELECT THE MEMBERS OF THE GOVERNING BOARD AND/OR APPROVE SIGNIFICANT DECISIONS OF THE SUPPORTED ORGANIZATIONS' GOVERNING BOARD.
Schedule A (Form 990) 2024


Additional Data


Software ID: 24020961
Software Version: 2024v5.1
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

right arrow Attach to Form 990, 990-EZ, or 990-PF.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
Name of the organization
Hawai'i Pacific Health
 
Employer identification number

99-0246363
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
Check if your organization is covered by the General Rule or a Special Rule.  
Note:  Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
Hawai'i Pacific Health
  		Employer identification number
99-0246363
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
RESTRICTED
 
 
 
 
  ,    

$ RESTRICTED


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
Hawai'i Pacific Health
  		Employer identification number

99-0246363
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
Hawai'i Pacific Health
  		Employer identification number

99-0246363
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (Rev. 1-2025)
Additional Data


Software ID: 24020961
Software Version: 2024v5.1
SCHEDULE C
(Form 990)

Department of the Treasury
Internal Revenue Service
Political Campaign and Lobbying Activities

For Organizations Exempt From Income Tax Under section 501(c) and section 527

right arrow Complete if the organization is described below. right arrow Attach to Form 990 or Form 990-EZ.
right arrowGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public
Inspection
If the organization answered "Yes" on Form 990, Part IV, Line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then
Round Bullet Section 501(c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C.
Round Bullet Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B.
Round Bullet Section 527 organizations: Complete Part I-A only.
If the organization answered "Yes" on Form 990, Part IV, Line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then
Round Bullet Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)): Complete Part II-A. Do not complete Part II-B.
Round Bullet Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part II-B. Do not complete Part II-A.
If the organization answered "Yes" on Form 990, Part IV, Line 5 (Proxy Tax) (see separate instructions) or Form 990-EZ, Part V, line 35c (Proxy Tax) (see separate instructions), then
Round Bullet Section 501(c)(4), (5), or (6) organizations: Complete Part III.
Name of the organization
Hawai'i Pacific Health
 
Employer identification number

99-0246363
Part I-A
Complete if the organization is exempt under section 501(c) or is a section 527 organization.

1
Provide a description of the organization’s direct and indirect political campaign activities in Part IV. See instructions for definition of “political campaign activities."

2
Political campaign activity expenditures. See instructions ....................................................................right arrow
$  
3
Volunteer hours for political campaign activities. See instructions ..................................................................
 

Part I-B
Complete if the organization is exempt under section 501(c)(3).
1
Enter the amount of any excise tax incurred by the organization under section 4955 ................................right arrow
$  
2
Enter the amount of any excise tax incurred by organization managers under section 4955 .......................right arrow
$  
3
If the organization incurred a section 4955 tax, did it file Form 4720 for this year? .........................................
4a
Was a correction made? ......................................................................................................................
b
If "Yes," describe in Part IV.
Part I-C
Complete if the organization is exempt under section 501(c), except section 501(c)(3).
1
Enter the amount directly expended by the filing organization for section 527 exempt function activities ..... right arrow
$  
2
Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt function activities ............................................................................................................................right arrow

$  
3
Total exempt function expenditures. Add lines 1 and 2. Enter here and on Form 1120-POL, line 17b...........right arrow

$  
4
Did the filing organization file Form 1120-POL for this year? ...................................................................
5
Enter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which the filing
organization made payments. For each organization listed, enter the amount paid from the filing organization’s funds. Also enter the amount of political contributions received that were promptly and directly delivered to a separate political organization, such as a separate segregated fund or a political action committee (PAC). If additional space is needed, provide information in Part IV.
(a) Name (b) Address (c) EIN (d) Amount paid from filing organization's funds. If none, enter -0-. (e) Amount of political contributions received and promptly and directly delivered to a separate political organization. If none, enter -0-.
1
2
3
4
5
6
For Paperwork Reduction Act Notice, see the instructions for Form 990.
Cat. No. 50084S
Schedule C (Form 990) 2024

Schedule C (Form 990) 2024
Page 2
Part II-A
Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under section 501(h)).
A Check right arrowexpenses, and share of excess lobbying expenditures).
B Check right arrow
Limits on Lobbying Expenditures
(The term "expenditures" means amounts paid or incurred.) 		(a) Filing
organization's
totals 		(b) Affiliated group totals
1a Total lobbying expenditures to influence public opinion (grass roots lobbying) ......................    
b Total lobbying expenditures to influence a legislative body (direct lobbying) ........................    
c Total lobbying expenditures (add lines 1a and 1b) ............................................................    
d Other exempt purpose expenditures ...............................................................................    
e Total exempt purpose expenditures (add lines 1c and 1d) ..................................................    
f Lobbying nontaxable amount. Enter the amount from the following table in both
columns.		    
If the amount on line 1e, column (a) or (b) is:The lobbying nontaxable amount is:
Not over $500,00020% of the amount on line 1e.
Over $500,000 but not over $1,000,000$100,000 plus 15% of the excess over $500,000.
Over $1,000,000 but not over $1,500,000$175,000 plus 10% of the excess over $1,000,000.
Over $1,500,000 but not over $17,000,000$225,000 plus 5% of the excess over $1,500,000.
Over $17,000,000$1,000,000.
g Grassroots nontaxable amount (enter 25% of line 1f) .................................................    
h Subtract line 1g from line 1a. If zero or less, enter -0-. ................................................    
i Subtract line 1f from line 1c. If zero or less, enter -0-. ................................................    
j If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting
section 4911 tax for this year? ...................................................................................................................

4-Year Averaging Period Under Section 501(h)
(Some organizations that made a section 501(h) election do not have to complete all of the five
columns below. See the separate instructions for lines 2a through 2f.)
Lobbying Expenditures During 4-Year Averaging Period
Calendar year (or fiscal year
beginning in) 		(a) 2021 (b) 2022 (c) 2023 (d) 2024 (e) Total
2a Lobbying nontaxable amount          
b Lobbying ceiling amount
(150% of line 2a, column(e)) 		 
c Total lobbying expenditures          
d Grassroots nontaxable amount          
e Grassroots ceiling amount
(150% of line 2d, column (e))		  
f Grassroots lobbying expenditures          
Schedule C (Form 990) 2024


Schedule C (Form 990) 2024
Page 3
Part II-B
Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768 (election under section 501(h)).
For each "Yes" response on lines 1a through 1i below, provide in Part IV a detailed description of the lobbying activity.
(a)
Yes
No
(b)
Amount
1
During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of:
a
Volunteers? ...........................................................................................................
 
No
b
Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ........
 
No
c
Media advertisements? ...................................................................................................
 
No
 
d
Mailings to members, legislators, or the public? .............................................................................
 
No
 
e
Publications, or published or broadcast statements? ...........................................................
 
No
 
f
Grants to other organizations for lobbying purposes? ..........................................................
 
No
 
g
Direct contact with legislators, their staffs, government officials, or a legislative body? .......................
 
No
 
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ..................
 
No
 
i
Other activities? ...................................................................................................................
Yes
 
57,600
j
Total. Add lines 1c through 1i ....................................................................................................
57,600
2a
Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....
 
No
b
If "Yes," enter the amount of any tax incurred under section 4912 ...........................................
 
c
If "Yes," enter the amount of any tax incurred by organization managers under section 4912 ...................
 
d
If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? ........................
 
 
Part III-A
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).
Yes
No
1
Were substantially all (90% or more) dues received nondeductible by members? ...............................................
1
 
 
2
Did the organization make only in-house lobbying expenditures of $2,000 or less? ............................................
2
 
 
3
Did the organization agree to carry over lobbying and political expenditures from the prior year? .................................
3
 
 
Part III-B
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) and if either (a) BOTH Part III-A, lines 1 and 2, are answered "No" OR (b) Part III-A, line 3, is answered “Yes."
1
Dues, assessments and similar amounts from members ......................................................................
1
 
2
Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political expenses for which the section 527(f) tax was paid).
a
Current year .............................................................................................................................
2a
 
b
Carryover from last year ............................................................................................................
2b
 
c
Total ...........................................................................................................................................
2c
 
3
Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .
3
 
4
If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? ......................................................................................................................
4
 
5
Taxable amount of lobbying and political expenditures. See Instructions .........................................
5
 
Part IV
Supplemental Information
Provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, line 5; Part II-A (affiliated group list); Part II-A, lines 1 and 2 (see instructions), and Part ll-B, line 1. Also, complete this part for any additional information.
Return Reference Explanation
Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY A REGISTERED LOBBYIST (CYNTHIA NAKAMURA) PROVIDES GENERAL ADVICE ON LEGISLATIVE ACTIVITIES INCLUDING INFORMATION AND INSIGHT ON LEGISLATIVE ACTIONS THAT MAY BE OF INTEREST TO HAWAI'I PACIFIC HEALTH ('HPH'). THE INDIVIDUAL ALSO PROVIDES GUIDANCE AND INSIGHT ON HOW TO NEGOTIATE THROUGH THE LEGISLATIVE PROCESS WHEN TRYING TO PASS LEGISLATION AS WELL AS INFORMATION AND INSIGHT ON THE GENERAL ACTIVITIES OF WHAT'S HAPPENING AT THE LEGISLATURE. THE INDIVIDUAL DOES SPEAK TO LEGISLATORS, SOMETIMES ON BEHALF OF LEGISLATION OR ISSUES IN WHICH HPH HAS AN INTEREST. THE INDIVIDUAL ALSO HAS AN INPUT ON HPH'S OVERALL LEGISLATIVE/COMMUNITY COMMUNICATION PLAN BUT DOES NOT SEND MAILINGS OUT TO LEGISLATORS OR THE PUBLIC ON HPH'S BEHALF. PUBLIC POLICY HAWAI'I PACIFIC HEALTH HAS A RESPONSIBILITY TO OFFER THOUGHTFUL AND INNOVATIVE INPUT TO LAWMAKERS REGARDING HEALTH CARE POLICY AND LEGISLATION. HAWAI'I PACIFIC HEALTH LEADERS ADVOCATE FOR LEGISLATIVE REFORM AND REGULATORY ENHANCEMENTS FOR VARIOUS HEALTH CARE INDUSTRY ISSUES RANGING FROM RETAINING PHYSICIANS IN THE STATE TO PROVIDING STABILITY FOR HEALTH CARE PROVIDERS.
Schedule C (Form 990) 2024


Additional Data


Software ID: 24020961
Software Version: 2024v5.1

SCHEDULE D
(Form 990)

Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
right arrow Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
right arrow Attach to Form 990.
right arrow Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
Open to Public Inspection
Name of the organization
Hawai'i Pacific Health
 
Employer identification number

99-0246363
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .........    
2 Aggregate value of contributions to (during year)    
3 Aggregate value of grants from (during year)    
4 Aggregate value at end of year ........    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization’s property, subject to the organization’s exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................
Part II
Conservation Easements.
Complete if the organization answered "Yes" on Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ...................... 2a  
b Total acreage restricted by conservation easements .................... 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after July 25, 2006, and not on a historic structure listed in the National Register ... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year right arrow  
4
Number of states where property subject to conservation easement is located right arrow  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............
6
Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
right arrow  
7
Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
right arrow $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .............................
9
In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" on Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under FASB ASC 958, not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under FASB ASC 958, to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:
(i)
Revenue included on Form 990, Part VIII, line 1 .........................right arrow $  
(ii)
Assets included in Form 990, Part X ...............................right arrow $ 24,569
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under FASB ASC 958 relating to these items:
a
Revenue included on Form 990, Part VIII, line 1 ..........................right arrow $  
b
Assets included in Form 990, Part X ...............................right arrow $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) (Rev. 1-2025)

Schedule D (Form 990) (Rev. 1-2025)
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?...
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b If "Yes," explain the arrangement in Part XIII and complete the following table: Amount
c Beginning balance ............................. 1c  
d Additions during the year ............................ 1d  
e Distributions during the year .......................... 1e  
f Ending balance ................................ 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...
b
If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ....
Part V
Endowment Funds.
Complete if the organization answered "Yes" on Form 990, Part IV, line 10.
(a) Current year (b) Prior year (c) Two years back (d) Three years back (e) Four years back
1a Beginning of year balance .... 10,799,901 11,328,682 11,473,655 12,376,820 12,631,036
b Contributions ...          
c Net investment earnings, gains, and losses          
d Grants or scholarships ...          
e Other expenditures for facilities
and programs ... 		632,181 528,781 144,973 903,165 254,216
f Administrative expenses ....          
g End of year balance ...... 10,167,720 10,799,901 11,328,682 11,473,655 12,376,820
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment right arrow100 %
b
Permanent endowment right arrow0 %
c
Term endowment right arrow0 %
The percentages on lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) Unrelated organizations .................
3a(i)
 
No
(ii) Related organizations .................
3a(ii)
 
No
b
If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis
(investment) 		(b) Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .....   14,981,997 14,981,997
b Buildings ....   3,161,352 1,942,505 1,218,847
c Leasehold improvements   9,931,184 9,331,839 599,345
d Equipment ....   131,803,252 105,242,065 26,561,187
e Other .....   14,155,937   14,155,937
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..right arrow 57,517,313
Schedule D (Form 990) (Rev. 1-2025)

Schedule D (Form 990) (Rev. 1-2025)
Page 3
Part VII
Investments - Other Securities.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)		 (b) Book value (c) Method of valuation:
Cost or end-of-year market value
(1) Financial derivatives.........    
(2) Closely-held equity interests........ 97,733,573 F
(3) Other
(A) Closely-held equity interests		 97,733,573 F

(B) Financial derivatives		    

(C) LIMITED PARTNERSHIP		 310,057,499 F

(D) HPH BOARD DESIGNATED		 6,527,871 F

(E) INVESTMENT IN TRUVETA		 2,000,000 F

(F) INVESTMENT IN CAPITAL RX		 1,999,996 F

(G) INVESTMENT IN LEAVITT		 3,107,898 F

(H) HELD BY TRUSTEE		 148,136,012 F
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)right arrow 569,562,849
Part VIII
Investments - Program Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
(a) Description of investment (b) Book value (c) Method of valuation:
Cost or end-of-year market value
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)right arrow  
Part IX
Other Assets.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value
(1)BENEFICIAL INTEREST - FOUNDATION ASSET 110,817,251
(2)NOTE RECEIVABLE HPHPI 69,880,591
(3)PREPAID PENSION 48,021,277
(4)DUE FROM KAPI'OLANI MED. SPECIALISTS 5,198,249
(5)DEFERRED CHARGES - TK57 12,827,781
(6)OTHER RECEIVABLES 6,192,770
(7)RIGHT OF USE ASSETS OPERATING 5,886,671
(8)LT CLOUD COMPUTE ARRANGE 5,552,756
(9)DEFERRED CHARGES - RETIREMENT 2,309,872
(10)INVESTMENT LIFE INSURANCE CSV 1,472,219
(11)RIGHT OF USE ASSETS FINANCE 1,173,219
(12)DUE FROM PALI MOMI FOUNDATION 685,411
(13)DUE FROM HPHPI 505,103
(14)DUE FROM KAUA'I MEDICAL CENTER 338,190
(15)DUE FROM HONOLULU SURGERY CENTER 229,919
(16)DUE FROM WILCOX MEMORIAL HOSPITAL 202,308
(17)DUE FROM KAPI'OLANI MEDICAL CENTER FOR WOMEN & CHILDREN 200,126
(18)DUE FROM PROVIDERS INSURANCE CORP. 193,885
(19)DUE FROM KAPI'OLANI HEALTH FOUNDATION 173,198
(20)DUE FROM ACADEMY FOR HEALTHCARE INNOVATION 164,284
(21)DUE FROM STRAUB FOUNDATION 150,852
(22)DUE FROM PALI MOMI MEDICAL CENTER 146,278
(23)DUE FROM WILCOX HEALTH FOUNDATION 56,811
(24)DEFERRED CHARGES - LEASE/DEPOSIT 35,299
(25)DUE FROM KEAHONUIOKALANI 25,419
(26)ARTWORK 24,569
(27)DUE FROM HICORD, INC. 7,002
(28)DUE FROM STRAUB MEDICAL CENTER  
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........right arrow 272,471,310
Part X
Other Liabilities.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
(1) Federal income taxes  
Federal Income Taxes  
TAXABLE BONDS 127,156,674
LINE OF CREDIT 35,000,000
OTHER LONG TERM LIABILITIES 14,264,414
DUE TO KAPI'OLANI MED. SPECIALISTS  
LT LEASE LIABILITY - OPERATING 4,040,535
ST LEASE LIABILITY - OPERATING 2,827,185
LT LEASE LIABILITY - FINANCE 729,936
LT FEDERAL EXCISE TAX 726,250
ST LEASE LIABILITY - FINANCE 595,238
UH JABSOM SCHOLARSHIP PLEDGE 528,575
DEFERRED RENT LIABILITY 376,849
STALE DATED AP CHECKS 335,285
DUE TO STRAUB CLINIC & HOSPITAL 174,909
DUE TO KAUA'I MEDICAL CLINIC  
DUE TO HAWAII ISOTOPE TECHNOLOGY 232
DUE TO KAPI'OLANI HEALTH FOUDATION  
DUE TO STRAUB FOUNDATION  
DUE TO WILCOX FOUNDATION  
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)right arrow 186,756,082
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII
Schedule D (Form 990) (Rev. 1-2025)

Schedule D (Form 990) (Rev. 1-2025)
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total revenue, gains, and other support per audited financial statements ....... 1  
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains (losses) on investments .... 2a  
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ........... 2d 0
e Add lines 2a through 2d ..................... 2e 0
3 Subtract line 2e from line 1.................. 3 0
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a  
b Other (Describe in Part XIII.) ........... 4b 0
c Add lines 4a and 4b.................... 4c 0
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5 0
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements ........... 1  
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities ......... 2a  
b Prior year adjustments ............ 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIII.) ........... 2d 0
e Add lines 2a through 2d.................... 2e 0
3 Subtract line 2e from line 1................... 3 0
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a  
b Other (Describe in Part XIII.) ........... 4b 0
c Add lines 4a and 4b..................... 4c 0
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5 0
Part XIII
Supplemental Information
Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Return Reference Explanation
Schedule D, Part III, Line 4 Collections of art - description of collections HAWAI'I PACIFIC HEALTH'S ('HPH') COLLECTION OF ARTWORK INCLUDES PAINTINGS AND SIMILAR WORKS THAT ARE DISPLAYED IN PUBLIC WAITING AREAS TO FURTHER ITS MISSION OF CREATING A HEALTHIER HAWAI'I.
Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote UNCERTAIN TAX POSITIONS AUDITED FINANCIAL STATEMENT FOOTNOTE THE COMPANY HAS NOT RECORDED ANY EXPENSE OR ACCRUED FOR ANY RELATED EXPENSE FOR ANY UNCERTAIN TAX POSITIONS.
Schedule D (Form 990) (Rev. 1-2025)


Additional Data


Software ID: 24020961
Software Version: 2024v5.1




SCHEDULE F(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Statement of Activities Outside the United States
Right arrow Complete if the organization answered "Yes" to Form 990, Part IV, line 14b, 15, or 16.Right arrow Attach to Form 990.Right arrow Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
Open to Public Inspection
Name of the organization
Hawai'i Pacific Health
 
Employer identification number

99-0246363
Part I
General Information on Activities Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 14b.
1
For grantmakers. Does the organization maintain records to substantiate the amount of its grants and
other assistance, the grantees’ eligibility for the grants or assistance, and the selection criteria used
to award the grants or assistance? . . . . . . . . . . . . . . . . . . . . . . . . .
2
For grantmakers. Describe in Part V the organization’s procedures for monitoring the use of its grants and other assistance outside the United States.
3
Activites per Region. (The following Part I, line 3 table can be duplicated if additional space is needed.)
(a) Region (b) Number of offices in the region (c) Number of employees, agents, and independent contractors in the region (d) Activities conducted in region (by type) (such as, fundraising, program services, investments, grants to recipients located in the region) (e) If activity listed in (d) is a program service, describe specific type of
service(s) in the region		 (f) Total expenditures
for and investments
in the region
Central America and the Caribbean 0 0 Investments   100,275,024
Europe (Including Iceland and Greenland) 0 0 Investments   1,862,876
           
           
           
           
           
           
           
           
           
           
           
           
           
           
           
3a Sub-total .... 0 0 102,137,900
b Total from continuation sheets to Part I ... 0 0 0
c Totals (add lines 3a and 3b) 0 0 102,137,900
For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) (Rev. 1-2025)
Schedule F (Form 990) (Rev. 1-2025)
Page 2
Part II
Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 15, for any recipient who received more than $5,000. Part II can be duplicated if additional space is needed.
1 (a) Name of organization (b) IRS code section
and EIN (if applicable)		 (c) Region (d) Purpose of
grant 		(e) Amount of
cash grant 		(f) Manner of
cash
disbursement 		(g) Amount
of noncash
assistance 		(h) Description
of noncash
assistance 		(i) Method of
valuation
(book, FMV,
appraisal, other)
             
             
             
             
             
             
             
             
             
             
             
             
             
             
             
             
2 Enter total number of recipient organizations listed above that are recognized as charities by the foreign country, recognized as tax-exempt by the IRS, or for which the grantee or counsel has provided a section 501(c)(3) equivalency letter .......MediumBullet
 
3 Enter total number of other organizations or entities .......................MediumBullet
 
Schedule F (Form 990) (Rev. 1-2025)
Schedule F (Form 990) (Rev. 1-2025)Page 3
Part III
Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 16.
Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Region (c) Number of recipients (d) Amount of
cash grant 		(e) Manner of cash
disbursement 		(f) Amount of
noncash
assistance 		(g) Description
of noncash
assistance 		(h) Method of
valuation
(book, FMV,
appraisal, other)
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
Schedule F (Form 990) (Rev. 1-2025)
Schedule F (Form 990) (Rev. 1-2025)
Page 4
Part IV
Foreign Forms
1 Was the organization a U.S. transferor of property to a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 926, Return by a U.S. Transferor of Property to a Foreign Corporation (see Instructions for Form 926). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2 Did the organization have an interest in a foreign trust during the tax year? If "Yes," the organization may be required to separately file Form 3520, Annual Return to Report Transactions with Foreign Trusts and Receipt of Certain Foreign Gifts, and/or Form 3520-A, Annual Information Return of Foreign Trust With a U.S. Owner (see Instructions for Forms 3520 and 3520-A; don't file with Form 990). . . . . . . . . . . . . . . . . . . . . . . .
3 Did the organization have an ownership interest in a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 5471, Information Return of U.S. Persons with Respect to Certain Foreign Corporations. (see Instructions for Form 5471). . . . . . . . . . . . . . . . . . . . . . . . . . . .
4 Was the organization a direct or indirect shareholder of a passive foreign investment company or a qualified electing fund during the tax year? If “Yes,” the organization may be required to file Form 8621, Information Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund. (see Instructions for Form 8621) .
5 Did the organization have an ownership interest in a foreign partnership during the tax year? If "Yes," the organization may be required to file Form 8865, Return of U.S. Persons with Respect to Certain Foreign Partnerships (see Instructions for Form 8865). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
6 Did the organization have any operations in or related to any boycotting countries during the tax year? If "Yes," the organization may be required to separately file Form 5713, International Boycott Report (see Instructions for Form 5713; don't file with Form 990).. . . . . . . . . . . . . . . . . . . . . . . . . . . .
Schedule F (Form 990) (Rev. 1-2025)
Schedule F (Form 990) (Rev. 1-2025)
Page 5
Part V
Supplemental Information
Provide the information required by Part I, line 2 (monitoring of funds); Part I, line 3, column (f) (accounting method; amounts of investments vs. expenditures per region); Part II, line 1 (accounting method); Part III (accounting method); and Part III, column (c) (estimated number of recipients), as applicable. Also complete this part to provide any additional information. See instructions.
ReturnReference Explanation
Schedule F, Part V FOREIGN INVESTMENTS HAWAI'I PACIFIC HEALTH, WITH THE GUIDANCE OF THE INVESTMENT ADVISORY GROUP, HAS CHOSEN TO DIVERSIFY ITS INVESTMENT PORTFOLIO, INCLUDING CERTAIN ALTERNATIVE INVESTMENTS THAT ARE ESTABLISHED AS PARTNERSHIPS. THESE PARTNERSHIPS ARE NOT-OPERATING ENTITIES. HAWAI'I PACIFIC HEALTH'S DIRECT INVESTMENT IS MADE IN PARTNERSHIPS, AND THESE ENTITIES MAY MAKE UNDERLYING INVESTMENTS IN OTHER CERTAIN FOREIGN PARTNERSHIPS AND/OR CORPORATIONS.
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule F (Form 990) (Rev. 1-2025)
Additional Data


Software ID: 24020961
Software Version: 2024v5.1




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Schedule I
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," on Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990.
lBullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
Open to Public
Inspection
Name of the organization
Hawai'i Pacific Health
 
Employer identification number
99-0246363
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ........................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on Form 990, Part IV, line 21, for any recipient
that received more than $5,000. Part II can be duplicated if additional space is needed.
(a) Name and address of organization
or government		 (b) EIN (c) IRC section
(if applicable)		 (d) Amount of cash grant (e) Amount of non-cash
assistance		 (f) Method of valuation
(book, FMV, appraisal,
other)		 (g) Description of
noncash assistance		 (h) Purpose of grant
or assistance
(1) HEALTHCARE ASSOCIATION OF HAWAI'I
707 RICHARDS ST PH2
HONOLULU,HI96813 		99-0105817 501(C)(6) 85,000       GENERAL SUPPORT
(2) UNIVERSITY OF HAWAI'I
1334 LOWER CAMPUS ROAD
HONOLULU,HI96822 		99-6000354 GOVERNMENT 71,150       GENERAL SUPPORT
(3) AMERICAN HEART ASSOCIATION
PO BOX 4002030
DES MOINES,IA50340 		13-5613797 501(C)(3) 65,000       GENERAL SUPPORT
(4) ALOHA UNITED WAY
200 N VINE BLVD STE 700
HONOLULU,HI96817 		99-0073494 501(C)(3) 40,000       GENERAL SUPPORT
(5) UH FOUNDATION
2444 DOLE ST 105
HONOLULU,HI96822 		99-0085260 501(C)(3) 41,000       GENERAL SUPPORT
(6) COMMUNITIES FOUNDATION OF OKLAHOMA
PO BOX 21210
OKLAHOMA CITY,OK73156 		73-1396320 501(C)(3) 25,000       GENERAL SUPPORT
(7) HAWAI'I EXECUTIVE COLLABORATIVE
827 FORT ST MALL 2ND FL
HONOLULU,HI96813 		84-4041099 501(C)(3) 25,000       GENERAL SUPPORT
(8) WOMENS FUND OF HAWAI'I
PO BOX 438
HONOLULU,HI96809 		30-0273733 501(C)(3) 25,000       GENERAL SUPPORT
(9) AMERICAN CANCER SOCIETY
2370 NUUANU AVENUE
HONOLULU,HI96817 		13-1788491 501(C)(3) 20,000       GENERAL SUPPORT
(10) CHAMBER OF COMMERCE HAWAI'I
733 BISHOP ST STE 1200
HONOLULU,HI96813 		99-0035510 501(C)(6) 20,000       GENERAL SUPPORT
(11) CHILD AND FAMILY SERVICE
91-1841 FT WEAVER RD
EWA BEACH,HI96706 		99-0073483 501(C)(3) 20,000       GENERAL SUPPORT
(12) HONOLULU NAVY LEAGUE
PO BOX 31032
HONOLULU,HI96820 		23-7449195 501(C)(3) 20,000       GENERAL SUPPORT
(13) THE GIFT FOUNDATION OF HAWAI'I
PO BOX 26297
HONOLULU,HI96825 		30-0266316 501(C)(3) 17,000       GENERAL SUPPORT
(14) AFTER SCHOOL ALL STARS HAWAI'I
1523 KALAKAUA AVENUE SUITE 202
HONOLULU,HI96826 		27-4604870 501(C)(3) 15,000       GENERAL SUPPORT
(15) AMERICAN RED CROSS
4155 DIAMOND HEAD ROAD
HONOLULU,HI96816 		53-0196605 501(C)(3) 15,000       GENERAL SUPPORT
(16) HAWAIIAN HUMANE SOCIETY
2700 WAIALAE AVE
HONOLULU,HI96826 		99-0073490 501(C)(3) 15,000       GENERAL SUPPORT
(17) HONOLULU MUSEUM OF ART
900 S BERETANIA ST
HONOLULU,HI96814 		99-0079713 501(C)(3) 15,000       GENERAL SUPPORT
(18) BOYS AND GIRLS CLUB OF HAWAI'I
1000 BISHOP ST SUITE 505
HONOLULU,HI96813 		99-6005407 501(C)(3) 12,000       GENERAL SUPPORT
(19) SHIDLER ALUMNI ASSOCIATION
2404 MAILE WAY ROOM C202
HONOLULU,HI96822 		99-0339302 501(C)(3) 11,000       GENERAL SUPPORT
(20) FAMILY PROMISE OF HAWAI'I
245 N KUKUI ST STE 101
HONOLULU,HI96817 		20-2645489 501(C)(3) 10,000       GENERAL SUPPORT
(21) HELPING HANDS HAWAI'I
2100 N NIMITZ HIGHWAY
HONOLULU,HI96819 		23-7365077 501(C)(3) 10,000       GENERAL SUPPORT
(22) MAKE A WISH HAWAI'I
900 FORT ST MALL STE 1200
HONOLULU,HI96813 		99-0220777 501(C)(3) 10,000       GENERAL SUPPORT
(23) MARCH OF DIMES
1580 MAKALOA ST STE 1200
HONOLULU,HI96814 		13-1846366 501(C)(3) 10,000       GENERAL SUPPORT
(24) TEACH FOR AMERICA INC
500 ALA MOANA BLVD STE 3-580
HONOLULU,HI96813 		13-3541913 501(C)(3) 10,000       GENERAL SUPPORT
(25) THE MEDIATION CENTER OF THE PACIFIC
1301 YOUNG ST
HONOLULU,HI96814 		99-0192700 501(C)(3) 10,000       GENERAL SUPPORT
(26) DIAMOND HEAD THEATRE
520 MAKAPUU AVE
HONOLULU,HI96813 		99-0073495 501(C)(3) 7,500       GENERAL SUPPORT
(27) ESPN PRODUCTIONS INC
1003 BISHOP ST STE 1990
HONOLULU,HI96813 		13-3759888   6,500       GENERAL SUPPORT
(28) HAWAI'I WOMEN'S LEGAL FOUNDATION
PO BOX 2576
HONOLULU,HI96803 		99-0217537 501(C)(3) 5,500       GENERAL SUPPORT
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
25
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
3
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) Rev. 1-2025

Schedule I (Form 990) Rev. 1-2025
Page 2
Part III
Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Number of
recipients		 (c) Amount of
cash grant		 (d) Amount of
noncash assistance		 (e) Method of valuation (book,
FMV, appraisal, other)		 (f) Description of noncash assistance
(1)
(2)
(3)
(4)
(5)
(6)
(7)
Part IV
Supplemental Information. Provide the information required in Part I, line 2; Part III, column (b); and any other additional information.
Return Reference Explanation
Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds THE HAWAI'I PACIFIC HEALTH ('HPH') DONATIONS COMMITTEE REVIEWS AND APPROVES DONATIONS TO ORGANIZATIONS ON AN ANNUAL BASIS. NO FURTHER MONITORING IS NECESSARY FOR DONATIONS MADE.
Schedule I (Form 990) Rev. 1-2025



Additional Data


Software ID: 24020961
Software Version: 2024v5.1


Schedule J
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
medium right arrow graphic Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
medium right arrow graphic Attach to Form 990.
medium right arrow graphic Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
Open to Public Inspection
Name of the organization
Hawai'i Pacific Health
 
Employer identification number

99-0246363
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes on Line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain .....
1b
Yes
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked on Line 1a? ....
2
Yes
 
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? .............
4a
 
No
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
Yes
 
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.
5
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ....................
5a
 
No
b
Any related organization? .......................
5b
 
No
If "Yes," on line 5a or 5b, describe in Part III.
6
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ..................
6a
 
No
b
Any related organization? ......................
6b
 
No
If "Yes," on line 6a or 6b, describe in Part III.
7
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
 
No
8
Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III ..........................
8
 
No
9
If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) (Rev. 1-2025)

Schedule J (Form 990) (Rev. 1-2025)
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported on Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.
(A) Name and Title (B) Breakdown of W-2, 1099-MISC compensation, and/or 1099-NEC (C) Retirement and other deferred compensation (D) Nontaxable
benefits		 (E) Total of columns
(B)(i)-(D) 		(F) Compensation in column (B) reported as deferred on prior Form 990
(i) Base
compensation 		(ii) Bonus & incentive
compensation 		(iii) Other reportable compensation
1Raymond P Vara Jr
Board of Director, President & CEO 		(i)

(ii)		 1,260,109
-------------
0 		838,646
-------------
0 		944,632
-------------
0 		2,382,431
-------------
0 		20,008
-------------
0 		5,445,826
-------------
0 		709,655
-------------
0
2Katsuya Andy Iizuka MD
Board of Director 		(i)

(ii)		 0
-------------
289,611 		0
-------------
0 		0
-------------
14,915 		0
-------------
12,044 		0
-------------
24,834 		0
-------------
341,404 		0
-------------
0
3Todd Miller MD
Board of Director 		(i)

(ii)		 0
-------------
681,050 		0
-------------
0 		0
-------------
70,026 		0
-------------
13,800 		0
-------------
8,697 		0
-------------
773,573 		0
-------------
0
4Dawn Miura MD
Board of Director 		(i)

(ii)		 0
-------------
279,209 		0
-------------
0 		4,688
-------------
9,014 		0
-------------
6,249 		0
-------------
9,353 		4,688
-------------
303,825 		0
-------------
0
5Robert Wotring II MD
Board of Director 		(i)

(ii)		 0
-------------
296,276 		0
-------------
0 		0
-------------
40,281 		0
-------------
13,073 		0
-------------
8,355 		0
-------------
357,985 		0
-------------
0
6Sunshine Topping
Former Officer 		(i)

(ii)		 145,231
-------------
0 		97,406
-------------
0 		34,232
-------------
0 		91,623
-------------
0 		11,221
-------------
0 		379,713
-------------
0 		74,815
-------------
0
7Troy Branstetter
VP 		(i)

(ii)		 270,194
-------------
0 		57,896
-------------
0 		34,758
-------------
0 		77,119
-------------
0 		8,698
-------------
0 		448,665
-------------
0 		37,180
-------------
0
8William Burke
VP 		(i)

(ii)		 257,950
-------------
0 		52,998
-------------
0 		33,159
-------------
0 		79,608
-------------
0 		20,681
-------------
0 		444,396
-------------
0 		39,783
-------------
0
9Jennie Chahanovich
EVP 		(i)

(ii)		 418,880
-------------
0 		159,613
-------------
0 		159,043
-------------
0 		315,241
-------------
0 		14,559
-------------
0 		1,067,336
-------------
0 		157,174
-------------
0
10Warren Chaiko
SVP 		(i)

(ii)		 291,616
-------------
0 		79,851
-------------
0 		70,811
-------------
0 		105,591
-------------
0 		30,121
-------------
0 		577,990
-------------
0 		59,938
-------------
0
11Charles R Ching
EVP, General Counsel & Secretary 		(i)

(ii)		 492,816
-------------
0 		166,082
-------------
0 		163,846
-------------
0 		380,936
-------------
0 		16,958
-------------
0 		1,220,638
-------------
0 		189,528
-------------
0
12Leslie Chun MD
EVP 		(i)

(ii)		 615,100
-------------
0 		205,459
-------------
0 		109,915
-------------
0 		414,397
-------------
0 		27,223
-------------
0 		1,372,094
-------------
0 		211,855
-------------
0
13Dawn Dunbar
SVP 		(i)

(ii)		 326,138
-------------
0 		88,166
-------------
0 		45,274
-------------
0 		105,915
-------------
0 		27,199
-------------
0 		592,692
-------------
0 		66,180
-------------
0
14Louise Fukumoto
VP 		(i)

(ii)		 238,673
-------------
0 		48,057
-------------
0 		30,857
-------------
0 		73,027
-------------
0 		16,680
-------------
0 		407,294
-------------
0 		36,074
-------------
0
15Arthur Gladstone
EVP & CSO 		(i)

(ii)		 565,932
-------------
0 		190,996
-------------
0 		168,202
-------------
0 		431,337
-------------
0 		25,429
-------------
0 		1,381,896
-------------
0 		213,071
-------------
0
16Reina France Graves
Privacy Officer 		(i)

(ii)		 159,693
-------------
0 		0
-------------
0 		1,437
-------------
0 		17,388
-------------
0 		26,269
-------------
0 		204,787
-------------
0 		0
-------------
0
17Douglas Kwock MD
VP 		(i)

(ii)		 423,818
-------------
0 		86,133
-------------
0 		53,960
-------------
0 		107,599
-------------
0 		26,863
-------------
0 		698,373
-------------
0 		64,656
-------------
0
18Jessica Lewis
Assistant Corporate Secretary 		(i)

(ii)		 182,430
-------------
0 		7,827
-------------
0 		598
-------------
0 		18,897
-------------
0 		29,065
-------------
0 		238,817
-------------
0 		0
-------------
0
19Peter Lewis
VP & Chief Information Security Officer 		(i)

(ii)		 290,129
-------------
0 		57,057
-------------
0 		24,162
-------------
0 		25,875
-------------
0 		1,879
-------------
0 		399,102
-------------
0 		42,830
-------------
0
20James Lin MD
VP 		(i)

(ii)		 283,193
-------------
0 		58,207
-------------
0 		26,057
-------------
0 		83,339
-------------
0 		27,030
-------------
0 		477,826
-------------
0 		43,693
-------------
0
21Lorrie-Ann Luke
VP 		(i)

(ii)		 253,631
-------------
0 		51,171
-------------
0 		32,648
-------------
0 		77,170
-------------
0 		27,630
-------------
0 		442,250
-------------
0 		38,412
-------------
0
22John McNamara
SVP & CMO (part year) 		(i)

(ii)		 331,481
-------------
0 		97,126
-------------
0 		48,383
-------------
0 		110,392
-------------
0 		10,161
-------------
0 		597,543
-------------
0 		66,901
-------------
0
23David Okabe
EVP, CFO & Treasurer 		(i)

(ii)		 624,373
-------------
0 		209,979
-------------
0 		471,232
-------------
0 		551,845
-------------
0 		16,958
-------------
0 		1,874,387
-------------
0 		253,888
-------------
0
24Shilpa Patel MD
SVP & CQO 		(i)

(ii)		 403,174
-------------
0 		96,598
-------------
0 		40,347
-------------
0 		115,796
-------------
0 		27,199
-------------
0 		683,114
-------------
0 		63,839
-------------
0
25Steven Robertson
EVP & CIO 		(i)

(ii)		 507,874
-------------
0 		171,107
-------------
0 		158,363
-------------
0 		399,294
-------------
0 		16,958
-------------
0 		1,253,596
-------------
0 		207,799
-------------
0
26Michael Robinson
VP 		(i)

(ii)		 300,828
-------------
0 		59,356
-------------
0 		36,081
-------------
0 		82,284
-------------
0 		11,062
-------------
0 		489,611
-------------
0 		44,127
-------------
0
27Katie Shigemitsu
Compliance Officer 		(i)

(ii)		 237,675
-------------
0 		0
-------------
0 		10,451
-------------
0 		25,179
-------------
0 		10,189
-------------
0 		283,494
-------------
0 		0
-------------
0
28Jan Boivin
SVP 		(i)

(ii)		 166,340
-------------
0 		7,500
-------------
0 		38,492
-------------
0 		0
-------------
0 		9,721
-------------
0 		222,053
-------------
0 		0
-------------
0
29Dean Tateyama
VP 		(i)

(ii)		 238,720
-------------
0 		48,057
-------------
0 		39,673
-------------
0 		30,535
-------------
0 		16,617
-------------
0 		373,602
-------------
0 		36,074
-------------
0
30Amy Thomas RN
System Chief Nursing Executive 		(i)

(ii)		 233,788
-------------
0 		32,384
-------------
0 		6,615
-------------
0 		26,135
-------------
0 		29,708
-------------
0 		328,630
-------------
0 		0
-------------
0
31Carrie Ann Tsutsui
VP & Controller 		(i)

(ii)		 249,774
-------------
0 		50,341
-------------
0 		25,468
-------------
0 		75,717
-------------
0 		12,774
-------------
0 		414,074
-------------
0 		37,789
-------------
0
32David Underriner
EVP (part year) 		(i)

(ii)		 645,749
-------------
0 		219,868
-------------
0 		152,932
-------------
0 		355,337
-------------
0 		19,935
-------------
0 		1,393,821
-------------
0 		189,657
-------------
0
33David Stumbaugh
VP 		(i)

(ii)		 266,440
-------------
0 		53,633
-------------
0 		26,721
-------------
0 		80,775
-------------
0 		25,979
-------------
0 		453,548
-------------
0 		38,755
-------------
0
34Keoki Clemente
Compliance Officer 		(i)

(ii)		 169,096
-------------
0 		12,155
-------------
0 		1,273
-------------
0 		19,811
-------------
0 		26,819
-------------
0 		229,154
-------------
0 		0
-------------
0
35Claire Tong
VP 		(i)

(ii)		 144,518
-------------
0 		14,644
-------------
0 		3,165
-------------
0 		16,520
-------------
0 		26,145
-------------
0 		204,992
-------------
0 		0
-------------
0
36Gloria Brooks
COO - PMMC 		(i)

(ii)		 304,642
-------------
0 		62,107
-------------
0 		28,462
-------------
0 		90,178
-------------
0 		9,418
-------------
0 		494,807
-------------
0 		54,235
-------------
0
37Travis Clegg
COO-SCH 		(i)

(ii)		 362,808
-------------
0 		75,952
-------------
0 		32,718
-------------
0 		91,855
-------------
0 		27,295
-------------
0 		590,628
-------------
0 		75,685
-------------
0
38Gidget Ruscetta RN
COO - KMCWC 		(i)

(ii)		 389,839
-------------
0 		104,304
-------------
0 		77,210
-------------
0 		96,430
-------------
0 		16,317
-------------
0 		684,100
-------------
0 		82,607
-------------
0
39Matthew Sasaki
VP - HHP 		(i)

(ii)		 295,115
-------------
0 		78,144
-------------
0 		21,179
-------------
0 		24,150
-------------
0 		10,583
-------------
0 		429,171
-------------
0 		43,226
-------------
0
40Terence Young
VP 		(i)

(ii)		 398,182
-------------
0 		99,084
-------------
0 		37,502
-------------
0 		93,682
-------------
0 		10,583
-------------
0 		639,033
-------------
0 		63,721
-------------
0
Schedule J (Form 990) (Rev. 1-2025)

Schedule J (Form 990) (Rev. 1-2025)
Page 3
Part III
Supplemental Information
Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.
Return Reference Explanation
Schedule J, Part I, Line 1a Housing allowance or residence for personal use HOUSING ALLOWANCES WERE PAID FOR ONE OFFICER OF THE ORGANIZATION. ALL AMOUNTS HAVE BEEN INCLUDED IN THE INDIVIDUAL'S FORM W-2 AS TAXABLE INCOME.
Schedule J, Part I, Line 1a Health or social club dues or initiation fees HEALTH/SOCIAL CLUB DUES WERE PAID FOR NINE OFFICERS OF THE ORGANIZATION. ALL AMOUNTS HAVE BEEN INCLUDED IN THE INDIVIDUAL'S FORM W-2 AS TAXABLE INCOME.
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN THE RESTORATION PLAN WAS DESIGNED TO RESTORE BENEFITS THAT ARE LOST DUE TO LIMITS IMPOSED BY SECTIONS 401 AND 415 OF THE INTERNAL REVENUE CODE ON COMPENSATION CONSIDERED UNDER SUCH PLANS. AMOUNTS PAID OUT DURING THE YEAR BY THE ORGANIZATION: RAYMOND P. VARA JR. - $236,450 DAVID OKABE - $89,681 STEVEN ROBERTSON - $61,201 ARTHUR GLADSTONE - $56,841 CHARLES R. CHING - $52,702 LESLIE CHUN, M.D. - $49,140 JENNIE CHAHANOVICH - $28,518 DAVID UNDERRINER - $63,232 ANNUAL INCENTIVE PLAN THE ANNUAL INCENTIVE PLAN IS AFFORDED TO EXECUTIVES BASED ON ANNUAL SYSTEM GOALS THAT ARE NOT BASED ON A PERCENTAGE OF NET EARNINGS. AMOUNTS PAID OUT DURING THE YEAR BY THE ORGANIZATION: RAYMOND P. VARA JR. - $763,646 DAVID UNDERRINER - $219,868 LESLIE CHUN - $205,459 DAVID OKABE - $209,979 ARTHUR GLADSTONE - $190,996 STEVEN ROBERTSON - $171,107 CHARLES R. CHING - $166,083 JENNIE CHAHANOVICH - $144,613 GIDGET RUSCETTA - $69,305 TRAVIS CLEGG - $75,952 SUNSHINE TOPPING - $89,906 JOHN MCNAMARA - $89,126 DAWN DUNBAR - $88,166 DOUGLAS KWOCK - $86,133 SHILPA PATEL - $91,598 TERENCE YOUNG - $74,084 WARREN CHAIKO - $79,850 GLORIA BROOKS - $62,107 MICHAEL ROBINSON - $59,356 JAMES LIN - $58,207 MATTHEW SASAKI - $58,144 PETER LEWIS - $57,057 WILLIAM BURKE - $52,998 DAVID STUMBAUGH - $53,633 LORRIE-ANN LUKE - $51,171 CARRIE ANN TSUTSUI - $50,341 TROY BRANSTETTER - $52,896 DEAN TATEYAMA - $48,057 LOUISE FUKUMOTO - $48,057 RETENTION INCENTIVE PLAN THE RETENTION INCENTIVE PLAN WAS DESIGNED TO ENCOURAGE CONTINUED INTEREST IN THE SUCCESS OF THE ORGANIZATION AND PROVIDE COMPETITIVE RETIREMENT BENEFITS. THE PLAN DOES NOT REPLACE THE ANNUAL AND LONG-TERM INCENTIVE PLAN NOR THE SERP RESTORATION PLAN.
Schedule J (Form 990) (Rev. 1-2025)

Additional Data


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Software Version: 2024v5.1

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Schedule K
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Information on Tax-Exempt Bonds
Complete if the organization answered "Yes" to Form 990, Part Ⅵ, line 24a. Provide descriptions,
explanations, and any additional information in Part Ⅵ.
Attach to Form 990.
Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
Open to Public
Inspection
Name of the organization
Hawai'i Pacific Health
 
Employer identification number
99-0246363
Part Ⅰ
Bond Issues
(a) Issuer name (b) Issuer EIN (c) CUSIP # (d) Date issued (e) Issue price (f) Description of purpose (g) Defeased (h) On
behalf of
issuer		 (i) Pool
financing
Yes No Yes No Yes No
A STATE OF HAWAI'I - DEPT OF BUDGET & FINANCE
  		99-0266961 000000000 05-15-2019 48,079,910 SEE PART VI   X   X   X
B STATE OF HAWAI'I - DEPT OF BUDGET & FINANCE
  		99-0266961 419800NJ2 07-03-2023 136,225,393 SEE PART VI   X   X   X
C STATE OF HAWAI'I - DEPT OF BUDGET & FINANCE
  		99-0266961 419800PS0 01-10-2024 199,996,456 SEE PART VI   X   X   X
Part Ⅱ
Proceeds
A B C D
1 Amount of bonds retired .................. 15,235,450 4,100,000 950,000  
2 Amount of bonds legally defeased .............. 0      
3 Total proceeds of issue .................. 48,079,910 136,225,393 211,980,688  
4 Gross proceeds in reserve funds ............. 0      
5 Capitalized interest from proceeds ............. 0   3,238,151  
6 Proceeds in refunding escrows ............... 0      
7 Issuance costs from proceeds ............... 493,599 1,348,941 1,511,113  
8 Credit enhancement from proceeds ............. 0      
9 Working capital expenditures from proceeds ............. 0      
10 Capital expenditures from proceeds ............. 0   61,679,357  
11 Other spent proceeds ............. 47,586,311 134,876,452    
12 Other unspent proceeds ............. 0   145,552,067  
13 Year of substantial completion ............. 2019 2023
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue of tax-exempt
bonds (or, if issued prior to 2020, a current refunding issue)? ........ 		X   X     X    
15 Were the bonds issued as part of an advance refunding issue of taxable
bonds (or, if issued prior to 2020, an advance refunding issue)? ........ 		  X   X   X    
16 Has the final allocation of proceeds been made? .......... X   X     X    
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? .................. X   X   X      
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) (Rev. 1-2025)

Schedule K (Form 990) (Rev. 1-2025)
Page 2
Part Ⅲ
Private Business Use
A B C D
Yes No Yes No Yes No Yes No
1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? .............   X   X   X    
2 Are there any lease arrangements that may result in private business use of bond-financed property? ............... X   X   X      
3a Are there any management or service contracts that may result in private business use of bond-financed property? ............. X   X   X      
b If "Yes" to line 3a, does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts relating to the financed property? X   X   X      
c Are there any research agreements that may result in private business use of bond-financed property? ............. X   X   X      
d If "Yes" to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any research agreements relating to the financed property? X   X   X      
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government .... 0.4 % 0.62 % 0 %  
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government ......... 0 % 0 % 0 %  
6 Total of lines 4 and 5 ............. 0.4 % 0.62 % 0 %  
7 Does the bond issue meet the private security or payment test? ...   X   X   X    
8a Has there been a sale or disposition of any of the bond-financed property to a nongovernmental person other than a 501(c)(3) organization since the bonds were issued?............. X     X   X    
b If "Yes" to line 8a, enter the percentage of bond-financed property sold or disposed of. .. 33.83 % 0 % 0 %  
c If "Yes" to line 8a, was any remedial action taken pursuant to Regulations sections 1.141-12 and 1.145-2? .............   X   X   X    
9 Has the organization established written procedures to ensure that all nonqualified bonds of the issue are remediated in accordance with the requirements under
Regulations sections 1.141-12 and 1.145-2? ........ 		X   X   X      
Part Ⅳ
Arbitrage
A B C D
Yes No Yes No Yes No Yes No
1 Has the issuer filed Form 8038-T, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate? ...   X   X   X    
2 If "No" to line 1, did the following apply? ....
a Rebate not due yet? .......   X   X   X    
b Exception to rebate? ........   X   X   X    
c No rebate due? .........   X   X   X    
If "Yes" to line 2c, provide in Part Ⅵ the date the rebate
computation was performed ......
3 Is the bond issue a variable rate issue? .....   X   X   X    
Schedule K (Form 990) (Rev. 1-2025)

Schedule K (Form 990) (Rev. 1-2025)
Page 3
Part Ⅳ
Arbitrage (Continued)
A B C D
Yes No Yes No Yes No Yes No
4a Has the organization or the governmental issuer entered into a qualified hedge with respect to the bond issue?   X   X   X    
b Name of provider ..........  
  		 
  		 
  		 
 
c Term of hedge ......... 0 % 0 % 0 %  
d Was the hedge superintegrated? ......   X   X   X    
e Was the hedge terminated? ........   X   X   X    
5a Were gross proceeds invested in a guaranteed investment contract (GIC)?   X   X   X    
b Name of provider ..........  
  		 
  		 
  		 
 
c Term of GIC ......... 0 % 0 % 0 %  
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? ........   X   X   X    
6 Were any gross proceeds invested beyond an available temporary period?   X   X   X    
7 Has the organization established written procedures to monitor the requirements of section 148? ... X   X   X      
Part Ⅴ
Procedures To Undertake Corrective Action
A B C D
Yes No Yes No Yes No Yes No
Has the organization established written procedures to ensure that violations of federal tax requirements are timely identified and corrected through the voluntary closing agreement program if self-remediation is not available under applicable regulations? X   X   X      
Part Ⅵ
Supplemental Information. Provide additional information for responses to questions on Schedule K. (See instructions).
Return Reference Explanation
Schedule K, Part II, Line 3 DIFFERENCE BETWEEN ISSUE PRICE AND TOTAL PROCEEDS THE DIFFERENCE IN ISSUE PRICE AND TOTAL PROCEEDS OF ISSUE IS DUE TO INVESTMENT EARNINGS.
Schedule K, Part I, Column (f) DESCRIPTION OF PURPOSE OF TAX EXEMPT BONDS LINE A SERIES 2013-A IS NEW MONEY TO FUND THE KAPI'OLANI EXPANSION OF NEONATAL AND PEDIATRIC INTENSIVE CARE UNITS AND OTHER CLINICAL SERVICES. SERIES 2013-B IS REFUNDING SERIES 1998 BONDS ISSUED ON 04/08/1998 AND SERIES 2004-A BONDS ISSUED ON 01/14/2004. LINE B TO REFUND SERIES 2013-C BOND ISSUED 10/03/2013. LINE C TO REFUND SERIES 2013-C BOND ISSUED 10/03/2013.
Schedule K (Form 990) (Rev. 1-2025)

Additional Data


Software ID: 24020961
Software Version: 2024v5.1

SCHEDULE O
(Form 990)
(Rev. January 2025)
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 990-EZ or to provide any additional information.
Attach to Form 990 or 990-EZ.
 Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
Open to Public
Inspection
Name of the organization
Hawai'i Pacific Health
 
Employer identification number

99-0246363
Return Reference Explanation
Form 990, Part III, Line 4a PROGRAM SERVICE ACCOMPLISHMENTS OUTPATIENT OPERATING ROOMS IN FISCAL YEAR 2025, HAWAI'I PACIFIC HEALTH SPENT A TOTAL OF $ 56,590,492 IN DIRECT EXPENSES FOR OUTPATIENT OPERATING ROOMS AND SURGICAL PROCEDURES, AS PART OF OUR COMMITMENT TO PROVIDE CARE FOR ALL PATIENTS, REGARDLESS OF THEIR ABILITY TO PAY. HAWAI'I PACIFIC HEALTH MEDICAL CENTERS PERFORMED A TOTAL OF 9,659 OUTPATIENT SURGERIES. KAPI'OLANI MEDICAL CENTER FOR WOMEN AND CHILDREN (KAPI'OLANI) IS THE ONLY HOSPITAL IN THE STATE PROVIDING DA VINCI ROBOT-AIDED PEDIATRIC SURGERY. THE ROBOT ALSO IS USED FOR GYNECOLOGICAL SURGICAL SERVICES. IN FISCAL YEAR 2025, KAPI'OLANI PERFORMED 3,172 PEDIATRIC AND ADULT OUTPATIENT SURGERIES. PALI MOMI MEDICAL CENTER'S (PALI MOMI) OPERATING ROOM FEATURES A FULLY INTEGRATED, MINIMALLY INVASIVE SURGICAL SUITE EQUIPPED WITH THE DA VINCI ROBOT-AIDED SURGICAL SYSTEM AND IN FISCAL YEAR 2025, PALI MOMI PERFORMED 3,160 OUTPATIENT SURGERIES. STRAUB CLINIC AND HOSPITAL (STRAUB) FEATURES A STATE-OF-THE-ART HYBRID SUITE FOR COMPLEX HEART PROCEDURES AND HAS INTEGRATED OUTPATIENT SURGERY, IN FISCAL YEAR 2025 STRAUB PERFORMED 2,031 OUTPATIENT SURGERIES. WILCOX MEMORIAL HOSPITAL (WILCOX) HAS A STATE-OF-THE-ART SURGICAL CENTER AND IN FISCAL YEAR 2025 PERFORMED 1,296 OUTPATIENT SURGERIES. OUTPATIENT EMERGENCY DEPARTMENTS IN FISCAL YEAR 2025, HAWAI'I PACIFIC HEALTH SPENT A TOTAL OF $53,750,536 IN DIRECT EXPENSES FOR OUTPATIENT EMERGENCY DEPARTMENT (ED) SERVICES, AS PART OF OUR COMMITMENT TO PROVIDE CARE FOR ALL PATIENTS, REGARDLESS OF THEIR ABILITY TO PAY. HAWAI'I PACIFIC HEALTH MEDICAL CENTERS, WHICH ARE OPEN 24/7, SERVED A TOTAL OF 104,359 PATIENTS FOR OUTPATIENT ED VISITS. KAPI'OLANI IS THE ONLY LEVEL III PEDIATRIC TRAUMA CENTER SERVING HAWAI'I AND THE PACIFIC REGION. IN FISCAL YEAR 2025, KAPI'OLANI'S ED HAD 37,264 OUTPATIENT ED VISITS. PALI MOMI IS THE ONLY LEVEL III TRAUMA CENTER SERVING CENTRAL AND WEST O'AHU AND IN FISCAL YEAR 2025, PALI MOMI HAD 29,562 OUTPATIENT ED VISITS. IN FISCAL YEAR 2025, STRAUB HAD 22,306 OUTPATIENT ED VISITS. WILCOX IS THE FIRST AMERICAN COLLEGE OF SURGEONS VERIFIED LEVEL III TRAUMA CENTER IN THE STATE OF HAWAI'I. IN FISCAL YEAR 2025, WILCOX HAD 15,227 OUTPATIENT ED VISITS ON KAUA'I. OUTPATIENT INFUSION SERVICES IN FISCAL YEAR 2025, HAWAI'I PACIFIC HEALTH SPENT $47,320,994 IN DIRECT EXPENSES FOR INFUSION SERVICES AS PART OF ITS COMMITMENT TO PROVIDE HIGH-QUALITY MEDICAL CARE FOR ALL PATIENTS, REGARDLESS OF THEIR ABILITY TO PAY. HAWAI'I PACIFIC HEALTH MEDICAL CENTERS SERVED A TOTAL OF 10,191 PATIENTS FOR OUTPATIENT INFUSION SERVICES. THE DR. JAMES T. KAKUDA CANCER CENTER AT PALI MOMI IS THE FIRST INTEGRATED CENTER OF ITS KIND IN THE CENTRAL AND WEST OAHU REGION, PROVIDING PATIENTS WITH EXCELLENT, NATIONALLY ACCREDITED CARE. THE CENTER PROVIDES A FULL SPECTRUM OF CANCER SERVICES IN ONE CENTRALIZED LOCATION, ALLOWING PATIENTS THE CONVENIENCE OF RECEIVING CARE AT A SINGLE FACILITY CLOSE TO HOME. TO BETTER SERVE OUR PATIENTS, ONCOLOGY SPECIALISTS FROM ACROSS THE HAWAII PACIFIC HEALTH SYSTEM NOW TRAVEL TO SEE THEIR PATIENTS AT THE CENTER, ALLOWING PATIENTS ACCESS TO EXPERT CARE TEAMS WHO SPECIALIZE IN THEIR SPECIFIC TYPE OF CANCER FROM DIAGNOSIS TO TREATMENT TO SURVIVORSHIP. THE CENTER ALSO FEATURES A COMPLETE INFUSION SUITE THAT SERVES PATIENTS OF VARIED CONDITIONS FOR HYDRATION, BLOOD TRANSFUSIONS AND MEDICATION INJECTIONS. IN FISCAL YEAR 2025, PALI MOMI PROVIDED OUTPATIENT INFUSION SERVICES FOR 6,881 PATIENTS. WILCOX IS ALSO DEDICATED TO REDUCING CANCER RATES THROUGH ADVANCES IN EARLY DETECTION, PREVENTION AND EDUCATION. WILCOX IS AN ACCREDITED CANCER PROGRAM THROUGH THE AMERICAN COLLEGE OF SURGEONS. OUR BOARD-CERTIFIED PHYSICIANS EVALUATE AND TREAT ALL TYPES OF CANCER AND BLOOD DISORDERS TO ALLOW PATIENTS ACCESS TO EXCELLENT CARE ON ISLAND, WHICH HELPS MAINTAIN THEIR SUPPORT NETWORK OF FAMILY AND FRIENDS BOTH DURING AND AFTER TREATMENT. THE INFUSION CENTER PROVIDES HIGH-QUALITY CARE IN A STRESS-FREE, HEALING ENVIRONMENT. IT IS LOCATED AT THE MAIN ENTRANCE OF THE MEDICAL CENTER. WITH 10 INFUSION STATIONS, THE STATE-OF-THE-ART CENTER PROVIDES A RELAXED, HOMELIKE SETTING WITH NATURAL LIGHT AND COMMUNAL OR PRIVATE SEATING. THE FACILITY IS EQUIPPED TO OFFER OUTPATIENT INFUSION SERVICES THAT INCLUDE BUT ARE NOT LIMITED TO ONCOLOGY/HEMATOLOGY, CHEMOTHERAPY, TARGETED THERAPY AND IMMUNOTHERAPY, PALLIATIVE CARE AND BLOOD AND PLATELET TRANSFUSIONS. IN FISCAL YEAR 2025, WILCOX PROVIDED OUTPATIENT INFUSION SERVICES FOR 3,310 PATIENTS. OTHER PROGRAM SERVICES HAWAI'I RESIDENTS AND VISITORS RELY ON HAWAI'I PACIFIC HEALTH FOR ITS FULL RANGE OF PRIMARY, SECONDARY AND SELECT TERTIARY CARE SERVICES. IT IS ONE OF THE STATE'S LARGEST HEALTH CARE SYSTEMS WITH FOUR MEDICAL CENTERS, MORE THAN 70 LOCATIONS, 1,900+ AFFILIATED PHYSICIANS AND MORE THAN 7,700 FULL- AND PART-TIME EMPLOYEES, AS WELL AS NEARLY 500 COMMUNITY VOLUNTEERS. IN FISCAL YEAR 2025, THE MEDICAL CENTERS ADMITTED 31,076 PATIENTS. IN ADDITION, PALI MOMI CLINICS HAD 97,473 PATIENT CLINIC ENCOUNTERS, STRAUB CLINICS HAD 1,011,031 PATIENT CLINIC ENCOUNTERS, KAUA'I MEDICAL CLINIC HAD 289,230 PATIENT CLINIC ENCOUNTERS AND KAPI'OLANI MEDICAL SPECIALISTS HAD 257,401 PATIENT CLINIC ENCOUNTERS.
Form 990, Part III, Line 4a PROGRAM SERVICE ACCOMPLISHMENTS (CONTINUED) AFFILIATES AND SUBSIDIARIES HAWAI'I HEALTH PARTNERS IS A PHYSICIAN-LED ACCOUNTABLE CARE ORGANIZATION WITH THE GOAL OF PROVIDING HIGH-QUALITY CARE, INCREASED EFFICIENCY AND OPTIMAL PATIENT HEALTH. KAPI'OLANI MEDICAL SPECIALISTS, (DBA HAWAI'I PACIFIC HEALTH MEDICAL GROUP), IS A MULTISPECIALTY PROVIDER GROUP THAT SERVES HAWAI'I PACIFIC HEALTH THROUGH ACADEMICS, RESEARCH AND CLINICAL CARE, IN PARTNERSHIP WITH KAPI'OLANI MEDICAL CENTER FOR WOMEN AND CHILDREN, PALI MOMI MEDICAL CENTER, STRAUB CLINIC AND HOSPITAL, AND WILCOX MEMORIAL HOSPITAL. KAUA'I MEDICAL CLINIC IS ORGANIZED TO SUPPORT WILCOX MEMORIAL HOSPITAL. THE FOUNDATIONS OF HAWAI'I PACIFIC HEALTH CONSIST OF KAPI'OLANI HEALTH FOUNDATION, PALI MOMI FOUNDATION, STRAUB FOUNDATION AND WILCOX HEALTH FOUNDATION. THESE CHARITABLE ENTITIES SUPPORT HEALTH RESEARCH, FACILITY ENHANCEMENTS, TECHNOLOGY INVESTMENTS, EDUCATIONAL PROGRAMS AND OTHER RESOURCES FOR THEIR RESPECTIVE MEDICAL CENTERS. HAWAI'I PACIFIC HEALTH PARTNERS, INC. IS A FOR-PROFIT SUBSIDIARY THAT SERVES AS THE JOINT VENTURE PARTNER WHEN HAWAI'I PACIFIC HEALTH WORKS WITH OTHER PROVIDERS. PROVIDERS INSURANCE CORPORATION IS A CAPTIVE INSURANCE COMPANY THAT PROVIDES PROFESSIONAL LIABILITY INSURANCE FOR HAWAI'I PACIFIC HEALTH-AFFILIATED EMPLOYED PHYSICIANS. PATIENT CARE HAWAI'I PACIFIC HEALTH HAS STRATEGIC INITIATIVES IN WOMEN'S HEALTH, PEDIATRIC CARE, CARDIOVASCULAR SERVICES, BONE & JOINT SERVICES, AND CANCER CARE. HAWAI'I PACIFIC HEALTH IS RECOGNIZED NATIONALLY FOR QUALITY OF CARE AND EXCELLENCE IN HEALTH INFORMATION TECHNOLOGY, SPECIFICALLY THE USE OF ELECTRONIC HEALTH RECORDS TO IMPROVE CARE AND PATIENT SAFETY. THE HAWAI'I PACIFIC HEALTH SYSTEM INCLUDES THE PACIFIC REGION'S ONLY FULL-SERVICE WOMEN'S AND CHILDREN'S MEDICAL CENTER,PACIFIC REGION'S ONLY DEDICATED BURN CARE UNIT, HAWAI'I'S ONLY PEDIATRIC HEART CENTER, STATE-OF-THE-ART IMAGING CENTER ON KAUA'I, WEST O'AHU'S ONLY CARDIAC CATHETERIZATION LABS AND CENTRAL AND WEST O'AHU'S ONLY COMPREHENSIVE CANCER CENTER, MINIMALLY INVASIVE BONE AND JOINT CENTERS, THE STATE'S FIRST WOMEN'S CENTER, SPECIALIZED BREAST AND WOMEN'S CANCER CENTERS, AND OTHER SERVICES CONSIDERED CRITICAL TO THE REMOTE HAWAIIAN ARCHIPELAGO. COMMUNITY ROLE/ACTIVITY AS ONE OF THE STATE'S LARGEST HEALTH CARE SYSTEMS, HAWAI'I PACIFIC HEALTH HAS A RESPONSIBILITY TO IMPROVE THE HEALTH OF HAWAI'I RESIDENTS AND THROUGH ITS MISSION IS COMMITTED TO CREATING A HEALTHIER HAWAI'I. EACH YEAR, HAWAI'I PACIFIC HEALTH SPONSORS HEALTH EDUCATION, TEACHING AND RESEARCH, AND SUPPORTS LIKE-MINDED ORGANIZATIONS. HAWAI'I PACIFIC HEALTH ALSO CONTINUED TO SUPPORT VARIOUS COMMUNITY BENEFIT PROGRAMS, INCLUDING THE KAPI'OLANI SEX ABUSE TREATMENT CENTER, KAPI'OLANI CHILD ADVOCACY AND PROTECTION CENTER, HEART DISEASE PREVENTION, BREAST AND CERVICAL CANCER SCREENING FOR UNINSURED PERSONS, WOMEN AND INFANT HEALTH AND NUTRITION, REHABILITATION SERVICES, CANCER SUPPORT GROUPS, HEMOPHILIA PROGRAMS, AND OTHER EDUCATION AND SCREENINGS FOR HAWAI'I RESIDENTS ON HEALTH, WELLNESS AND DISEASE-PREVENTION STRATEGIES. IN FISCAL YEAR 2025, HAWAI'I PACIFIC HEALTH SPONSORED OR SUPPORTED NUMEROUS HEALTH EVENTS, INCLUDING "AMERICAN HEART ASSOCIATION HAWAI'I HEART WALK, "SUSAN G. KOMEN MORE THAN PINK WALK", "ARTHRITIS FOUNDATION'S WALK TO CURE ARTHRITIS, MANY MORE INITIATIVES THAT PROMOTE A HEALTHIER LIFESTYLE AND HEALTHY OUTLOOK FOR PHYSICAL AND EMOTIONAL WELL BEING. IN FISCAL YEAR 2025, NEARLY 1,000 PARTICIPANTS REGISTERED FOR HAWAI'I PACIFIC HEALTH'S WOMEN'S 10K & 5K FUN RUN. THIS HPH EVENT IS HAWAI'I'S ONLY ALL FEMALE SANCTIONED RACE. IN ITS 47TH YEAR, THE RACE RECOGNIZED THE TOP THREE FINISHERS IN EACH AGE DIVISION IN AN AWARDS CEREMONY FOLLOWING THE RACE. THERE WERE A TOTAL OF 15 AGE DIVISIONS, FROM 14-YEARS-OLD-AND-UNDER TO 80-YEARS-OLD-AND-OVER. AWARDS WERE ALSO HANDED OUT FOR THE FASTEST FINISHERS IN THE FOLLOWING CATEGORIES: STROLLER, TEAMS OF THREE, MILITARY, CORPORATE CHALLENGE AND SCHOOL CHALLENGE. HAWAI'I PACIFIC HEALTH ALSO PARTICIPATED IN SYMPOSIA AND MEETINGS FOR HEALTH CARE PROFESSIONALS, HIRED STUDENTS AS SUMMER INTERNS, FACILITATED CLINICAL TRAINING PROGRAMS FOR PUBLIC HIGH SCHOOL STUDENTS TO EARN NATIONAL CERTIFICATION IN MEDICAL FIELDS AND SPONSORED WORKSHOPS FOR VOLUNTEERS TO TRAIN HEALTH CARE PROVIDERS. HAWAI'I PACIFIC HEALTH HAS ALLIANCES WITH THE UNIVERSITY OF HAWAI'I JOHN A. BURNS SCHOOL OF MEDICINE AND HAWAI'I PACIFIC UNIVERSITY, PLUS WORKS CLOSELY IN PARTNERSHIP WITH THE HAWAI'I STATE DEPARTMENT OF EDUCATION. HAWAI'I PACIFIC HEALTH INVESTS EACH YEAR IN TEACHING AND RESEARCH AS A PEDIATRIC AND OB-GYN TRAINING FACILITY FOR THE UNIVERSITY OF HAWAI'I. HAWAI'I PACIFIC HEALTH IS ALSO ACTIVELY INVOLVED IN CLINICAL TRIALS AND RESEARCH THROUGH ITS VARIOUS FACILITIES IN PEDIATRICS, ONCOLOGY, OPHTHALMOLOGY AND CARDIOLOGY. PUBLIC POLICY HAWAI'I PACIFIC HEALTH HAS A RESPONSIBILITY TO OFFER THOUGHTFUL AND INNOVATIVE INPUT TO LAWMAKERS REGARDING HEALTH CARE POLICY AND LEGISLATION. HAWAI'I PACIFIC HEALTH LEADERS ADVOCATE FOR LEGISLATIVE REFORM AND REGULATORY ENHANCEMENTS FOR VARIOUS HEALTH CARE INDUSTRY ISSUES RANGING FROM RETAINING PHYSICIANS IN THE STATE TO PROVIDING STABILITY FOR HEALTH CARE PROVIDERS AND ACCESS TO CARE AND SERVICES FOR RESIDENTS ACROSS THE STATE. OTHER HAWAI'I PACIFIC HEALTH MEDICAL CENTERS TREAT ALL PATIENTS, REGARDLESS OF THEIR ABILITY TO PAY, THUS SERVING AS A SAFETY NET PROVIDER OF HEALTH CARE FOR THE COMMUNITY. AN ESTABLISHED CHARITY CARE POLICY SETS GUIDELINES BY WHICH IT IS DETERMINED IF PATIENTS QUALIFY FOR FREE OR DISCOUNTED CARE. HAWAI'I PACIFIC HEALTH CONTRIBUTES MORE THAN $1 BILLION TO THE STATE ECONOMY EACH YEAR, SUPPORTING ITS MORE THAN 7,700 EMPLOYEES, THEIR FAMILIES, AND MANY BUSINESSES THROUGH PURCHASES MADE BY ITS MEDICAL CENTERS AND CLINICS.
Form 990, Part VI, Line 2 Family/business relationships amongst interested persons Peter Lewis and Jessica Lewis - Family relationship
Form 990, Part VI, Line 4 Significant changes to organizational documents The Articles of Incorporation were amended to include Academy for Healthcare Innovation as a supported organization. The amendment was approved by the Board on March 27, 2025.
Form 990, Part VI, Line 11b Review of form 990 by governing body VARIOUS SCHEDULES OF THE FORM 990 ARE PREPARED BY STAFF WITHIN THE ACCOUNTING AREA OF THE ORGANIZATION WORKING WITH VARIOUS OTHER AREAS OF THE ORGANIZATION SUCH AS MANAGEMENT OF THE OPERATING UNITS, HR, LEGAL, ETC. DISCLOSURE NARRATIVES ARE WRITTEN AND COMPILED INTERNALLY BASED ON INPUT AND DISCUSSION WITH FINANCIAL ANALYSTS AND THE CHIEF OPERATING OFFICER/EXECUTIVE DIRECTOR OF THE REPORTING ENTITY. THE CHIEF OPERATING OFFICER/EXECUTIVE DIRECTOR OF EACH REPORTING ENTITY REVIEWS AND APPROVES THE DISCLOSURE NARRATIVES WHICH DESCRIBES THE MISSION/PURPOSE AND PROGRAM ACCOMPLISHMENTS OF THEIR ORGANIZATION. SENIOR MANAGEMENT OF THE HEALTH CARE SYSTEM REVIEWS THE FORM 990 OF EACH FILING ORGANIZATION WITHIN THE HEALTH CARE SYSTEM. ONCE SENIOR MANAGMENT HAS COMPLETED ITS REVIEW, THE FORMS 990 ARE THEN PROVIDED TO THE GOVERNANCE AND NOMINATING COMMITTEE OF THE HEALTH CARE SYSTEM'S BOARD OF DIRECTORS FOR THEIR REVIEW. THE GOVERNANCE AND NOMINATING COMMITTEE OF THE PARENT ENTITY'S (HAWAI'I PACIFIC HEALTH "HPH") BOARD PROVIDES OVERSIGHT FOR THE FORM 990 REPORTING AND REVIEWS THE FORM 990 FOR EACH ENTITY PRIOR TO FILING. IN ADDITION, THE FORM 990 FOR EACH ENTITY IS MADE AVAILABLE TO THE BOARD MEMBERS OF EACH SUBSIDIARY UNIT OF HPH AND THE HPH BOARD OF DIRECTORS THROUGH A BOARD MEMBER PORTAL FOR REVIEW PRIOR TO THE FILING OF THE FORM 990. THE FORMS 990 WILL BE POSTED TO HPH'S WEBSITE FOR PUBLIC ACCESS AFTER THE FILING OF THE RETURNS WITH THE IRS.
Form 990, Part VI, Line 12c Conflict of interest policy ANNUALLY, EACH DIRECTOR, OFFICER, KEY EMPLOYEE AND MEMBER OF A COMMITTEE WITH BOARD DELEGATED POWERS SHALL ANNUALLY SIGN A STATEMENT WHICH AFFIRMS THAT SUCH PERSON: 1) RECEIVED A COPY OF THE COI POLICY; 2) HAS READ AND UNDERSTANDS THE POLICY; 3) AGREES TO COMPLY WITH THE POLICY; 4) HAS DISCLOSED ANY CONFLICTS OR POTENTIAL CONFLICTS OR ECONOMIC INTERESTS AS REQUIRED; AND 5) UNDERSTANDS THAT THE ORGANIZATION IS A CHARITABLE ORGANIZATION AND THAT IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION, THE ORGANIZATION MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES. THE IN-HOUSE LEGAL DEPARTMENT DISTRIBUTES THE STATEMENT REQUEST AND REVIEWS THE COI STATEMENTS RETURNED. IDENTIFIED CONFLICTS OF INTEREST ARE PRESENTED TO THE BOARD FOR REVIEW, DELIBERATION AND CONFIRMATION/REFUTATION THAT A CONFLICT OF INTEREST EXISTS. IF A CONFLICT OF INTEREST HAS BEEN FOUND, THE INDIVIDUAL MAY ADDRESS THE BOARD AND EXPLAIN THE TRANSACTION OR ARRANGEMENT CAUSING THE CONFLICT. AFTER THE PRESENTATION, THE INDIVIDUAL IS EXCUSED FROM THE MEETING AND SHALL NOT PARTICIPATE WITH ANY DISCUSSION OR VOTE ON MATTERS PERTAINING TO THE TRANSACTION OR ARRANGEMENT. IN MEETINGS WHERE APPLICATION OF THE COI POLICY OCCURS, THE MEETING MINUTES INCLUDE NATURE OF THE FINANCIAL INTEREST/CONFLICT, NAME(S) OF THE PERSON(S) WITH THE POTENTIAL OR ACTUAL CONFLICT, ANY ACTION TAKEN TO ASSIST IN THE DETERMINATION OF WHETHER A CONFLICT EXISTED, INCLUDING ANY DISCUSSION OF ALTERNATIVE ARRANGEMENTS, THE BOARD'S DECISION(S) REGARDING THE CONFLICT AND NAMES OF PERSON PRESENT IN THE DISCUSSION AND VOTES RELATING TO THE TRANSACTION OR ARRANGEMENT.
Form 990, Part VI, Line 15a Process to establish compensation of top management official COMPENSATION FOR HPH EXECUTIVES IS SET BY THE INDEPENDENT BOARD MEMBERS OF THE HAWAI'I PACIFIC BOARD'S COMPENSATION COMMITTEE. ON AN ANNUAL BASIS THE HPH BOARD CHAIRPERSON (WHO IS INDEPENDENT) SELECTS A NEUTRAL THIRD PARTY EXECUTIVE COMPENSATION CONSULTANT TO REVIEW THE EXECUTIVE'S COMPENSATION AND BENEFITS. THE CONSULTANT PROVIDES A WRITTEN REPORT TO THE COMPENSATION COMMITTEE AT ITS ANNUAL MEETING. INCLUDED IN THE REPORT IS MARKET BASED DATA FROM LIKE ORGANIZATIONS. THE COMPENSATION COMMTTIEE MAKES A FINAL DECISIONS REGARDING COMPENSATION AND BENEFITS AT THE MEETING AFTER REVIEW AND DISCUSSION OF THE CONSULTANT'S REPORT. COMMUNITY BASED DIRECTORS OF THE ORGANIZATION ARE NOT COMPENSATED. CERTAIN EMPLOYED PHYSICIANS MAY BE OFFICERS OR AN IDENTIFIED KEY EMPLOYEE OF THE REPORTING OR RELATED ORGANIZATION. PHYSICIAN COMPENSATION IS ALSO HANDLED IN THE SAME MANNER AS EXECUTIVE COMPENSATION, WITH THE HPH COMPENSATION COMMITTEE RECEIVING A REPORT FROM A NEUTRAL CONSULTANT AND FOLLOWING THE SAME PROCESS AS DESCRIBED ABOVE ON AN ANNUAL BASIS. THIS PROCESS WAS LAST COMPLETED ON FEBRUARY 27, 2025 TO REVIEW PHYSICIAN COMPENSATION AND ON JUNE 23, 2025 TO REVIEW EXECUTIVE COMPENSATION WITH APPROVAL TAKING PLACE AUGUST 8, 2025.
Form 990, Part VI, Line 19 Required documents available to the public DISCLOSURE OF GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS AND STANDARDS OF CONDUCT ARE AVAILABLE ON THE HAWAI'I PACIFIC HEALTH WEBSITE. THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC VIA THE HAWAI'I PACIFIC HEALTH WEBSITE.
Form 990, Part XI, Line 9 Other changes in net assets or fund balances OBLIGATED GROUP INTERCOMPANY TRANSFERS - 51098575; PENSION AND POST RETIREMENT ADJUSTMENTS - -4457986; EQUITY OF UNCONSOLIDATED SUBS - 9267355; CHANGE IN SWAP - 708150; OTHER CHANGES IN NET ASSETS - 17136825; CHANGE IN INTEREST IN KHF AND WHF - 12880513; EQUITY TRANSFERS WITH AFFILIATES - -XXX-XX-XXXX; INTERCOMPANY TRANSFERS WITH FOUNDATIONS - 51105; Total - -58879623;
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990) (Rev. 1-2025)


Additional Data


Software ID: 24020961
Software Version: 2024v5.1
SCHEDULE R
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
Complete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
Attach to Form 990.
Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047
Open to Public Inspection
Name of the organization
Hawai'i Pacific Health
 
Employer identification number

99-0246363
Part I
Identification of Disregarded Entities. Complete if the organization answered "Yes" on Form 990, Part IV, line 33.
(a)
Name, address, and EIN (if applicable) of disregarded entity


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Total income


 		(e)
End-of-year assets


 		(f)
Direct controlling
entity
(1) HAWAI'I HEALTH PARTNERS
55 MERCHANT STREET 24TH FLOOR
HONOLULU,HI96813
35-2480297 		HEALTHCARE HI 5,395,551 6,474,228 HPH
 










Part II
Identification of Related Tax-Exempt Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.
(a)
Name, address, and EIN of related organization


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Exempt Code section


 		(e)
Public charity status
(if section 501(c)(3))

 		(f)
Direct controlling
entity

 		(g)
Section 512(b)(13) controlled entity?
Yes No
(1)KAPI'OLANI MED CTR FOR WOMEN & CHILDREN
55 MERCHANT STREET 24TH FLOOR

HONOLULU,HI96813
99-0177350 		HOSPITAL HI 501(c)(3) 3 HPH
 
Yes
 
(2)STRAUB CLINIC & HOSPITAL
55 MERCHANT STREET 24TH FLOOR

HONOLULU,HI96813
91-2151670 		HOSPITAL HI 501(c)(3) 3 HPH
 
Yes
 
(3)PALI MOMI FOUNDATION
55 MERCHANT STREET 24TH FLOOR

HONOLULU,HI96813
38-3840327 		FUNDRAISING HI 501(c)(3) 7 HPH
 
Yes
 
(4)STRAUB FOUNDATION
55 MERCHANT STREET 24TH FLOOR

HONOLULU,HI96813
99-0109350 		FUNDRAISING HI 501(c)(3) 7 HPH
 
Yes
 
(5)PALI MOMI MEDICAL CENTER
55 MERCHANT STREET 24TH FLOOR

HONOLULU,HI96813
99-0274038 		HOSPITAL HI 501(c)(3) 3 HPH
 
Yes
 
(6)WILCOX HEALTH FOUNDATION
3-3420 KUHIO HIGHWAY

LIHUE,HI96766
99-0204242 		FUNDRAISING HI 501(c)(3) 7 HPH
 
Yes
 
(7)WILCOX MEMORIAL HOSPITAL
3-3420 KUHIO HIGHWAY

LIHUE,HI96766
99-0074365 		HOSPITAL HI 501(c)(3) 3 HPH
 
Yes
 
(8)KAUA'I MEDICAL CLINIC
55 MERCHANT STREET 24TH FLOOR

HONOLULU,HI96813
99-0326099 		HOSPITAL HI 501(c)(3) 3 HPH
 
Yes
 
(9)PROVIDERS INSURANCE COMPANY
55 MERCHANT STREET 24TH FLOOR

HONOLULU,HI96813
71-0893000 		INSURANCE HI 501(c)(3) Type II HPH
 
Yes
 
(10)KAPI'OLANI HEALTH FOUNDATION
55 MERCHANT STREET 24TH FLOOR

HONOLULU,HI96813
99-0246364 		FUNDRAISING HI 501(c)(3) 7 HPH
 
Yes
 
(11)KAPI'OLANI MEDICAL SPECIALISTS
55 MERCHANT STREET 24TH FLOOR

HONOLULU,HI96813
99-0322406 		HEALTHCARE HI 501(c)(3) 3 HPH
 
Yes
 
(12)ACADEMY FOR HEALTHCARE INNOVATION
55 MERCHANT STREET 24TH FLOOR

HONOLULU,HI96813
33-4642134 		EDUCATION HI 501(c)(3) 2 HPH
 
Yes
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) (Rev. 1-2025)
Schedule R (Form 990) (Rev. 1-2025)
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, because it had one or more related organizations treated as a partnership during the tax year.
(a)
Name, address, and EIN of
related organization



 		(b)
Primary activity




 		(c)
Legal
domicile
(state or foreign
country)


 		(d)
Direct controlling
entity



 		(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(f)
Share of total income




 		(g)
Share of end-of-year
assets



 		(h)
Disproprtionate allocations?




 		(i)
Code V-UBI
amount in box 20 of
Schedule K-1
(Form 1065)
 		(j)
General or
managing
partner?



 		(k)
Percentage
ownership
Yes No Yes No
(1) Honolulu Surgery Center LP

55 Merchant Street 24th Floor
Honolulu,HI96813
62-1506645 		Amb Surg Center TN NA
  		N/A                
(2) Specialty Surgical Suites LLC

1401 S Beretania St STE 750
Honolulu,HI96814
46-1674512 		Amb Surg Center HI NA
  		N/A                
(3) Honolulu Imaging Center LLC

55 MERCHANT STREET
27TH FLOOR
HONOLULU,HI96813
87-1602945 		Diag. Imaging Center DE NA
  		N/A                
(4) Hawai'i Isotope Technology LLC

55 MERCHANT STREET
27TH FLOOR
HONOLULU,HI96813
99-1995020 		Pharmaceutical Manufacturing HI NA
  		N/A                
(5) All Acccess Ortho Oahu LLC

1401 S BERETANIA ST
SUITE 102
HONOLULU,HI96814
93-4678472 		Urgent Care Clinics HI NA
  		N/A                




Part IV
Identification of Related Organizations Taxable as a Corporation or Trust. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.
(a)
Name, address, and EIN of
related organization
 		(b)
Primary activity
 		(c)
Legal
domicile
(state or foreign
country)
 		(d)
Direct controlling
entity
 		(e)
Type of entity
(C corp, S corp,
or trust) 		(f)
Share of total income
 		(g)
Share of end-of-year
assets
 		(h)
Percentage
ownership
 		(i)
Section 512(b)(13) controlled entity?
Yes No
(1) HAWAI'I PACIFIC HEALTH PARTNERS INC

55 MERCHANT STREET 24TH FLOOR
HONOLULU,HI96813
99-0318588 		HOLDING COMPANY HI NA
  		C Corporation 4,506,697 167,087,762 100 % Yes  
(2) STRAUB PHARMACY INC

55 MERCHANT STREET 24TH FLOOR
HONOLULU,HI96813
99-0145107 		INACTIVE HI SCH
  		C Corporation 0 0 0 % Yes  
(3) HICORD INC

55 MERCHANT STREET 24TH FLOOR
HONOLULU,HI96813
99-0251496 		INVESTMENT HI HPHPI
  		C Corporation 0 0 0 % Yes  








Schedule R (Form 990) (Rev. 1-2025)
Schedule R (Form 990) (Rev. 1-2025)
Page 3
Part V
Transactions With Related Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity .....................
1a
Yes
 
b Gift, grant, or capital contribution to related organization(s) ............................
1b
Yes
 
c Gift, grant, or capital contribution from related organization(s) ............................
1c
Yes
 
d Loans or loan guarantees to or for related organization(s) ............................
1d
 
No
e Loans or loan guarantees by related organization(s) ............................
1e
 
No
f Dividends from related organization(s) ............................
1f
 
No
g Sale of assets to related organization(s) ............................
1g
 
No
h Purchase of assets from related organization(s) ............................
1h
 
No
i Exchange of assets with related organization(s) ............................
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) .......................
1j
 
No
k Lease of facilities, equipment, or other assets from related organization(s) ......................
1k
 
No
l Performance of services or membership or fundraising solicitations for related organization(s) .....................
1l
 
No
m Performance of services or membership or fundraising solicitations by related organization(s) .................
1m
 
No
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................
1n
 
No
o Sharing of paid employees with related organization(s) ............................
1o
Yes
 
p Reimbursement paid to related organization(s) for expenses ............................
1p
Yes
 
q Reimbursement paid by related organization(s) for expenses ............................
1q
Yes
 
r Other transfer of cash or property to related organization(s) ............................
1r
Yes
 
s Other transfer of cash or property from related organization(s) ............................
1s
Yes
 
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of related organization 		(b)
Transaction
type (a-s) 		(c)
Amount involved 		(d)
Method of determining amount involved
(1) STRAUB CLINIC & HOSPITAL

 S 543,748,838 FMV
(2) STRAUB CLINIC & HOSPITAL

 P 538,340,422 FMV
(3) KAPI'OLANI MEDICAL SPECIALISTS

 O 309,390,878 FMV
(4) KAPI'OLANI MEDICAL CENTER FOR WOMEN & CHILDREN

 S 307,424,329 FMV
(5) KAPI'OLANI MEDICAL CENTER FOR WOMEN & CHILDREN

 P 265,859,104 FMV
(6) PALI MOMI MEDICAL CENTER

 S 253,952,541 FMV
(7) PALI MOMI MEDICAL CENTER

 P 205,914,336 FMV
(8) KAPI'OLANI MEDICAL SPECIALISTS

 B 147,679,459 FMV
(9) WILCOX MEMORIAL HOSPITAL

 S 110,653,992 FMV
(10) WILCOX MEMORIAL HOSPITAL

 P 87,005,307 FMV
(11) KAPI'OLANI MEDICAL SPECIALISTS

 P 85,998,812 FMV
(12) STRAUB CLINIC & HOSPITAL

 O 19,491,323 FMV
(13) KAPI'OLANI MEDICAL CENTER FOR WOMEN & CHILDREN

 O 17,569,693 FMV
(14) KAPI'OLANI MEDICAL CENTER FOR WOMEN & CHILDREN

 R 15,761,475 FMV
(15) PALI MOMI MEDICAL CENTER

 O 14,463,366 FMV
(16) PROVIDER'S INSURANCE CORPORATION

 P 11,060,137 FMV
(17) WILCOX MEMORIAL HOSPITAL

 O 10,016,560 FMV
(18) KAUA'I MEDICAL CLINIC

 P 8,841,228 FMV
(19) KAPI'OLANI HEALTH FOUNDATION

 P 6,530,737 FMV
(20) KAPI'OLANI MEDICAL CENTER FOR WOMEN & CHILDREN

 Q 6,116,465 FMV
(21) STRAUB CLINIC & HOSPITAL

 Q 5,349,276 FMV
(22) KAPI'OLANI MEDICAL SPECIALISTS

 S 5,142,691 FMV
(23) KAUA'I MEDICAL CLINIC

 S 3,082,403 FMV
(24) PROVIDER'S INSURANCE CORPORATION

 C 2,832,267 FMV
(25) Hawaii Pacific Health Partners Inc

 A 1,622,632 FMV
(26) WILCOX MEMORIAL HOSPITAL

 R 1,558,935 FMV
(27) HONOLULU SURGERY CENTER

 P 1,480,341 FMV
(28) PALI MOMI MEDICAL CENTER

 Q 895,935 FMV
(29) PALI MOMI MEDICAL CENTER

 R 813,081 FMV
(30) KAPI'OLANI HEALTH FOUNDATION

 O 801,519 FMV
(31) STRAUB FOUNDATION

 O 694,679 FMV
(32) KAPI'OLANI MEDICAL SPECIALISTS

 Q 630,874 FMV
(33) KAPI'OLANI MEDICAL CENTER FOR WOMEN & CHILDREN

 B 587,250 FMV
(34) Hawaii Pacific Health Partners Inc

 P 558,968 FMV
(35) STRAUB CLINIC & HOSPITAL

 R 557,244 FMV
(36) Hawaii Pacific Health Partners Inc

 O 536,332 FMV
(37) STRAUB FOUNDATION

 P 439,957 FMV
(38) PALI MOMI FOUNDATION

 O 360,589 FMV
(39) PROVIDER'S INSURANCE CORPORATION

 O 354,797 FMV
(40) WILCOX MEMORIAL HOSPITAL

 Q 337,609 FMV
(41) STRAUB FOUNDATION

 R 333,524 FMV
(42) WILCOX HEALTH FOUNDATION

 O 327,031 FMV
(43) KAUA'I MEDICAL CLINIC

 O 311,619 FMV
(44) STRAUB CLINIC & HOSPITAL

 B 304,441 FMV
(45) PALI MOMI FOUNDATION

 P 247,138 FMV
(46) WILCOX HEALTH FOUNDATION

 P 228,978 FMV
(47) KAPI'OLANI HEALTH FOUNDATION

 B 213,714 FMV
(48) KAPI'OLANI HEALTH FOUNDATION

 R 207,830 FMV
(49) ACADEMY FOR HEALTHCARE INNOVATION

 P 178,164 FMV
(50) WILCOX HEALTH FOUNDATION

 R 174,528 FMV
(51) HONOLULU SURGERY CENTER

 R 159,626 FMV
(52) PALI MOMI MEDICAL CENTER

 B 152,180 FMV
(53) KAPI'OLANI MEDICAL SPECIALISTS

 R 131,775 FMV
(54) WILCOX MEMORIAL HOSPITAL

 B 109,499 FMV
(55) STRAUB FOUNDATION

 B 105,949 FMV
(56) WILCOX HEALTH FOUNDATION

 B 103,562 FMV
(57) HONOLULU SURGERY CENTER

 O 81,000 FMV
(58) KAPI'OLANI HEALTH FOUNDATION

 C 65,859 FMV
(59) STRAUB FOUNDATION

 C 55,440 FMV
(60) KAUA'I MEDICAL CLINIC

 Q 51,070 FMV
Schedule R (Form 990) (Rev. 1-2025)
Schedule R (Form 990) (Rev. 1-2025)
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 37.
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity 		(b)
Primary activity 		(c)
Legal domicile
(state or foreign
country) 		(d)
Predominant income (related, unrelated, excluded from tax under sections 512-514)

(e)
Are all partners
section
501(c)(3)
organizations? 		(f)
Share of total income




 		(g)
Share of
end-of-year
assets 		(h)
Disproprtionate allocations? 		(i)
Code V-UBI
amount in box 20
of Schedule K-1
(Form 1065) 		(j)
General or
managing
partner? 		(k)
Percentage
ownership
Yes No Yes No Yes No






























Schedule R (Form 990) (Rev. 1-2025)
Schedule R (Form 990) (Rev. 1-2025)
Page 5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R. See instructions.
Return Reference Explanation
Schedule R (Form 990) (Rev. 1-2025)

Additional Data


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