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CHARITY REVIEW
Issued: September 2024 Expires: September 2026

Hale Halawai Ohana O'Hanalei

Standards Not Met
Standards Not Met
6 7 16 17 18
(808) 826-1011
Post Office Box 822
Hanalei, HI, 96714
https://halehalawai.org/
📄 Full Report 🖨️ Print 📋 BBB Charity Standards

Standards For Charity Accountability

Governance

  1. Board Oversight
  2. Board Size
  3. Board Meetings
  4. Board Compensation
  5. Conflict of Interest

Measuring Effectiveness

  1. Effectiveness Policy
  2. Effectiveness Report

Finances

  1. Program Expenses
  2. Fundraising Expenses
  3. Accumulating Funds
  4. Audit Report
  5. Detailed Expense Breakdown
  6. Accurate Expense Reporting
  7. Budget Plan

Fundraising & Info

  1. Truthful Materials
  2. Annual Report
  3. Website Disclosures
  4. Donor Privacy
  5. Cause Marketing Disclosures
  6. Complaints

Hale Halawai Ohana O'Hanalei does not meet the following 5 Standards for Charity Accountability:

Standard 6 (Board Policy on Effectiveness)
Have a board policy of assessing, no less than every two years, the organization's performance and effectiveness and of determining future actions required to achieve its mission.

Hale Halawai does not meet this Standard because:

  • The board of directors does not have a written policy stating that, at least every two years, an appraisal be done assessing the organization’s performance and effectiveness and determining future actions required to achieve its mission.

Standard 7 (Board Approval of Written Report on Effectiveness)
Submit to the organization's governing body, for its approval, a written report that outlines the results of the aforementioned performance and effectiveness assessment and recommendations for future actions.

Hale Halawai does not meet this Standard because:

  • The organization has not completed an effectiveness assessment in the last two years.

Standard 16 (Annual Report)
Have an annual report available to all, on request, that includes: (a) the organization's mission statement, (b) a summary of the past year's program service accomplishments, (c) a roster of the officers and members of the board of directors, (d) financial information that includes (i) total income in the past fiscal year, (ii) expenses in the same program, fund raising and administrative categories as in the financial statements, and (iii) ending net assets.

Hale Halawai does not meet this Standard because the 2022 annual report did not include:

  • A summary of financial information.

Standard 17 (Web Site Disclosures)
Include on any charity websites that solicit contributions, the same information that is recommended for annual reports, as well as the mailing address of the charity and electronic access to its most recent IRS Form 990.

Hale Halawai does not meet this Standard because the organization’s website, https://halehalawai.org/, does not include all of the recommended information for those charity websites that solicit for donations. Specifically, it does not include:

  • Electronic access to the organization’s 2022 IRS Form 990.

Standard 18 (Privacy for Written Appeals & Internet Privacy)
Address privacy concerns of donors by (a) providing in written appeals, at least annually, a means (e.g., such as a check off box) for both new and continuing donors to inform the charity if they do not want their name and address shared outside the organization, (b) providing a clear, prominent and easily accessible privacy policy on any of its websites that tells visitors (i) what information, if any, is being collected about them by the charity and how this information will be used, (ii) how to contact the charity to review personal information collected and request corrections, (iii) how to inform the charity (e.g., a check off box) that the visitor does not wish his/her personal information to be shared outside the organization, and (iv) what security measures the charity has in place to protect personal information.

Hale Halawai does not meet this Standard because:

The BBB Wise Giving Alliance requested but did not receive complete information from the organization and is unable to verify the organization's compliance with the following Standard(s) for Charity Accountability: 13, 15

Hale Halawai Ohana O'Hanalei meets the remaining 13 Standards for Charity Accountability.

Stated Purpose:
“to create and sustain a gathering place for cultural education and for community engagement and actions to support social, civic and recreation events that perpetuate the value of aloha and the betterment of our community.”

Year, State Incorporated:
1993, HI

Hale Halawai Ohana O’Hanalei (Hale Halawai) serves as a venue for a variety of services, classes, programs, events, and Hawaiian cultural programs. The organization’s programs include a farmers’ market, keiki programs, flood mitigation, and psychological first aid training. Hale Halawai works to spread traditional Hawaiian culture and the aloha spirit.

For the year ended December 31, 2022, Hale Halawai Ohana O'Hanalei's program expenses were:

Program services $425,016
Total Program Expenses $425,016

Chief Executive
Kathleen Conant, Executive Director

Chair of the Board
F. Blake Conant

Chair's Profession / Business Affiliation
Co-Owner, Na Pali Brewing Company

Board Size
7

Paid Staff Size
16

*2022 compensation was not shared with the BBB Wise Giving Alliance.

Method(s) Used:
Grant proposals, Internet, Direct mail appeals

Fundraising costs were less than 1% of related contributions. (Related contributions, which totaled $542,061, are donations received as a result of fundraising activities.)

This organization is tax-exempt under section 501(c)(3) of the Internal Revenue Code. It is eligible to receive contributions deductible as charitable donations for federal income tax purposes.

The following information is based on Hale Halawai Ohana O'Hanalei's IRS Form 990 for the year ended December 31, 2022.

Source of Funds
Contributions and grants $540,561
Facility fees $55,822
Program service fees $45,728
Farmers' market fees $30,442
Other income $21,111
In-kind contributions $1,500
Investment income $-2,286
Total Income $692,878

Programs: 93% Fundraising: 1% Administrative: 6%

Total Income $692,878
Total expenses: $458,123
  Program expenses $425,016
  Fundraising expenses $5,244
  Administrative expenses $27,863
  Other expenses $0
Income in Excess of Expenses $234,755
Beginning Net Assets $2,895,711
Other Changes In Net Assets $0
Ending Net Assets $3,131,269
Total Liabilities $5,743
Total Assets $3,137,012

Note: According to Hale Halawai’s 2022 IRS Form 990, the organization received in-kind contributions of $1,500.

An organization may change its practices at any time without notice. A copy of this report has been shared with the organization prior to publication. It is not intended to recommend or deprecate, and is furnished solely to assist you in exercising your own judgment. If the report is about a charity and states the charity meets or does not meet the Standards for Charity Accountability, it reflects the results of an evaluation of information and materials provided voluntarily by the charity. The name Better Business Bureau is a registered service mark of the International Association of Better Business Bureaus.

This report is not to be used for fundraising or promotional purposes.

RELATED CONTENT

Report completed by:
BBB Wise Giving Alliance